PINE TREE LEGAL ASSISTANCE INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PINE TREE LEGAL ASSISTANCE INC (EIN 01-0279387)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-07
- IRS object ID
- 201432809349300208
- Schema version
- 2013v3.0
- 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 | 2014-10-07T08:20:11-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450512128 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gibson LeClair LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 Capitol Street | AddressLine1 |
| City | Augusta | City |
| State | ME | State |
| ZIP Code | 04330 | 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 | 010279387 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pine Tree Legal Assistance Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PINE | BusinessNameControlTxt |
| Phone | 2077744753 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 547 | AddressLine1 |
| City | Portland | City |
| State | ME | State |
| ZIP Code | 04112 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nan Heald | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 2077744753 | PhoneNum |
| Signature | 2014-10-01 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephen L LeClair CPA | PreparerPersonNm |
| PTIN | P01370336 | PTIN |
| Phone | 2076238401 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 547 | AddressLine1 |
| City | Portland | City |
| State | ME | State |
| ZIP Code | 04112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,755,674 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PTLA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Activity Or Mission | Pine Tree Legal Assistance, Inc. is a statewide provider of civil legal services to low-income individuals in Maine, including migrant farmworkers and Native Americans. Services range from self-help materials to full representation. Priority is given to the most serious civil legal problems in Maine, including domestic violence and homelessness prevention. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 65 | TotalEmployeeCnt |
| Total Volunteers | 70 | TotalVolunteersCnt |
| Total Gross UBI | $36,506 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,232 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,026,846 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,546,532 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $140,314 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $186,790 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,558 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,787 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,542 | PYOtherRevenueAmt |
| CY Other Revenue | $19,565 | CYOtherRevenueAmt |
| PY Total Revenue | $5,180,260 | PYTotalRevenueAmt |
| CY Total Revenue | $4,755,674 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,912 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,788,034 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,931,746 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $44,722 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,014,166 | PYOtherExpensesAmt |
| CY Other Expenses | $973,189 | CYOtherExpensesAmt |
| PY Total Expenses | $4,810,112 | PYTotalExpensesAmt |
| CY Total Expenses | $4,904,935 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $370,148 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$149,261 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,939,474 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,747,003 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $749,758 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $741,746 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,189,716 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,005,257 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To provide for the furnishing of legal services and assistance to those people who would not otherwise be able to afford the services of a lawyer, and to provide the furnishing of legal services and assistance in all cases except those prohibited by federal statute or administrative regulation and to do all things necessary, useful or convenient for the establishment of a system of legal services and assistance within the state of Maine. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,333,824 | ExpenseAmt |
| Revenue | $19,565 | RevenueAmt |
| Desc | General and Specialized Services - Provides civil legal assistance to low-income individuals meeting eligibility guidelines within the state of Maine. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $493,174 | ExpenseAmt |
| Revenue | $76,829 | RevenueAmt |
| Desc | Private Attorney Involvement - Offers legal referral services to provide private attorneys to low-income individuals meeting eligibility guidelines within the state of Maine. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $151,981 | ExpenseAmt |
| Revenue | $73,455 | RevenueAmt |
| Desc | Provider Network - Supports technology infrastructure needs among various nonprofit organizations and is supported with annual user fees. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $105,844 | ExpenseAmt |
| Desc | Technology Grant - to promote full access and high-quality legal representation through the use of technology. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $105,844 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $4,084,823 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 65 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Susan Oliver | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2077744753 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 Federal Street | AddressLine1 |
| City | Portland | City |
| State | ME | State |
| ZIP Code | 04112 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| William C Knowles | ||||||
| President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Marcus Jaynes | ||||||
| Vice President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Russell Anderson | ||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Elinor Miller | ||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Robert S Lingley | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Wanda Braithwaite-Baril | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Gure Ali | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| William Black | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| C Don Briggs III | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mary-Kathryn Brennan | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Toni Kemmerle | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jami Collins | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Travis Brennan | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| D Blaine Riggle | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| James Devine | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Richard Ladd Sr | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Donald Lowry | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Kenneth Farber | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Honore Ndoli | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Lawrence Reichard | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jonathan Reitman | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Clifford H Ruprecht | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Stacy Stitham | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Andrea Bopp Stark | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ray Polley | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Hope Hilton | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Nan Heald | ||||||
| Executive Director | 40.00 | Yes (X) | $85,957 | $0 | $5,453 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $85,957 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,453 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,440,243 | GovernmentGrantsAmt |
| All Other Contributions | $1,106,289 | AllOtherContributionsAmt |
| Total Contributions | $4,546,532 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Attorney Project Fees | 900099 | $76,829 | $76,829 | |
| Provider Network Fees | 900099 | $73,455 | $73,455 | |
| Video Conf. Rentals | 532420 | $36,506 | $36,506 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $186,790 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,787 | TotalRevenueColumnAmt |
| Exclusion | $2,787 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $19,565 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,565 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $19,565 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,755,674 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $169,849 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $36,506 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,787 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,409 | TotalAmt |
| Program Services | $36,106 | ProgramServicesAmt |
| Management And General | $54,753 | ManagementAndGeneralAmt |
| Fundraising | $550 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,728,544 | TotalAmt |
| Program Services | $2,347,141 | ProgramServicesAmt |
| Management And General | $367,907 | ManagementAndGeneralAmt |
| Fundraising | $13,496 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,315 | TotalAmt |
| Program Services | $88,869 | ProgramServicesAmt |
| Management And General | $11,845 | ManagementAndGeneralAmt |
| Fundraising | $601 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $799,121 | TotalAmt |
| Program Services | $691,704 | ProgramServicesAmt |
| Management And General | $102,638 | ManagementAndGeneralAmt |
| Fundraising | $4,779 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,357 | TotalAmt |
| Program Services | $182,595 | ProgramServicesAmt |
| Management And General | $27,500 | ManagementAndGeneralAmt |
| Fundraising | $1,262 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,236 | TotalAmt |
| Management And General | $20,236 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,280 | TotalAmt |
| Program Services | $98,731 | ProgramServicesAmt |
| Management And General | $22,549 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,466 | TotalAmt |
| Program Services | $109,341 | ProgramServicesAmt |
| Management And General | $54,125 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,098 | TotalAmt |
| Program Services | $264,842 | ProgramServicesAmt |
| Management And General | $22,256 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,411 | TotalAmt |
| Program Services | $62,173 | ProgramServicesAmt |
| Management And General | $6,238 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,616 | TotalAmt |
| Program Services | $71,616 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,967 | TotalAmt |
| Management And General | $19,967 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Miscellanous | $70,976 | $51,261 | $19,715 |
| Library Maintenance | $48,136 | $23,631 | $24,505 |
| Training Materials | $28,906 | $18,243 | $10,663 |
| Litigation/Court Costs | $27,249 | $27,249 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,848 | TotalAmt |
| Program Services | $11,321 | ProgramServicesAmt |
| Management And General | $10,493 | ManagementAndGeneralAmt |
| Fundraising | $24,034 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,904,935 | TotalAmt |
| Program Services | $4,084,823 | ProgramServicesAmt |
| Management And General | $775,390 | ManagementAndGeneralAmt |
| Fundraising | $44,722 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,859 | BOYAmt |
| EOY | $2,990 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,065,954 | BOYAmt |
| EOY | $1,710,677 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $334,018 | BOYAmt |
| EOY | $501,577 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,940 | BOYAmt |
| EOY | $87,144 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,614,012 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,351,438 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,722 | BOYAmt |
| EOY | $262,574 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,981 | BOYAmt |
| EOY | $182,041 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,939,474 | BOYAmt |
| EOY | $2,747,003 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,462 | BOYAmt |
| EOY | $257,048 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $463,278 | BOYAmt |
| EOY | $415,912 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,928 | BOYAmt |
| EOY | $63,992 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,090 | BOYAmt |
| EOY | $4,794 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $749,758 | BOYAmt |
| EOY | $741,746 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,189,716 | BOYAmt |
| EOY | $2,005,257 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,189,716 | BOYAmt |
| EOY | $2,005,257 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,939,474 | BOYAmt |
| EOY | $2,747,003 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$149,261 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$35,198 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $4,768,943 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,009,973 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,862,511 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,026,846 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,546,532 | CurrentTaxYearAmt |
| Total | $24,214,805 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,768,943 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,009,973 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,862,511 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,026,846 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,546,532 | CurrentTaxYearAmt |
| Total | $24,214,805 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $24,214,805 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,462 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,672 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,349 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,558 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,787 | CurrentTaxYearAmt |
| Total | $55,828 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $24,270,633 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $592,365 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99770 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99580 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,900 | OtherCostOrOtherBasisAmt |
| Book Value | $6,900 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $104,180 | OtherCostOrOtherBasisAmt |
| Depreciation | $104,180 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $379,406 | OtherCostOrOtherBasisAmt |
| Depreciation | $202,318 | DepreciationAmt |
| Book Value | $177,088 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,087,353 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,034,151 | DepreciationAmt |
| Book Value | $53,202 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,173 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,789 | DepreciationAmt |
| Book Value | $25,384 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $262,574 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Client Escrow Funds | $63,967 |
| Deposits | $43,970 |
| Downing Fund | $5,114 |
| Employee Advances | $840 |
| Software, net of amortization | $68,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $182,041 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deposits held for Downing Fund | Desc |
| Amt | $4,794 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,794 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $6,416,718 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $1,661,044 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,661,044 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,755,674 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,755,674 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,565,979 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,661,044 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $1,661,044 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,904,935 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,904,935 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part IV, Line 2b: | FormAndLineReferenceDesc |
| Explanation | Trust deposits held for clients | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | The 990 is reviewed by the Finance Committee prior to the full Board meeting. The Finance Committee presents the 990 to the full Board, after Board discussion, comments and changes noted the full Board approves the filing of the 990. |
| Form 990, Part VI, Section B, line 12c | Each Board member executes a conflict of interest disclosure statement on an annual basis. |
| Form 990, Part VI, Section B, line 15a | The Board performs an annual evaluation and sets the salary of the Executive Director. A special committee of the Board leads the evaluation, the committee reports on the evaluations and recommends the annual salary to the full Board for approval. |
| Form 990, Part VI, Section C, line 19 | Upon request, a copy is provided. |
| Form 990, Part XII, Line 2c | This process has not changed from the prior year. |