HELEN WOODWARD ANIMAL CENTER: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HELEN WOODWARD ANIMAL CENTER (EIN 23-7228287)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201433219349308423
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T18:42:31-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952694444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSIDINE & CONSIDINE | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 FIFTH AVENUE SUITE 400 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 921013297 | 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 | 237228287 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELEN WOODWARD ANIMAL CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HELE | BusinessNameControlTxt |
| Phone | 8587564117 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 64 | AddressLine1 |
| City | RANCHO SANTA FE | City |
| State | CA | State |
| ZIP Code | 92067 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL M ARMS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8587564117 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD HOTZ | PreparerPersonNm |
| PTIN | P00452784 | PTIN |
| Phone | 6192311977 | PhoneNum |
| Preparation | 2014-11-14 | PreparationDt |
| 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 | MICHAEL M ARMS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 64 | AddressLine1 |
| City | RANCHO SANTA FE | City |
| State | CA | State |
| ZIP Code | 92067 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,899,828 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ANIMALCENTER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | CHARITABLE, EDUCATION AND/OR SCIENTIFIC WORK FOR THE CARE AND TREATMENT OF ANIMALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 204 | TotalEmployeeCnt |
| Total Volunteers | 1013 | TotalVolunteersCnt |
| Total Gross UBI | $1,894,540 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$53,567 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,007,522 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,963,129 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,885,029 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,488,992 | CYProgramServiceRevenueAmt |
| PY Investment Income | $496,287 | PYInvestmentIncomeAmt |
| CY Investment Income | $259,237 | CYInvestmentIncomeAmt |
| PY Other Revenue | $628,739 | PYOtherRevenueAmt |
| CY Other Revenue | $545,510 | CYOtherRevenueAmt |
| PY Total Revenue | $6,017,577 | PYTotalRevenueAmt |
| CY Total Revenue | $12,256,868 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,352 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,845 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,457,196 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,844,854 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,334,748 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,666,051 | PYOtherExpensesAmt |
| CY Other Expenses | $2,883,664 | CYOtherExpensesAmt |
| PY Total Expenses | $7,130,599 | PYTotalExpensesAmt |
| CY Total Expenses | $7,736,363 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,113,022 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,520,505 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,744,667 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,267,728 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,775,648 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,811,156 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,969,019 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,456,572 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HELEN WOODWARD ANIMAL CENTER'S PASSIONATE BELIEF THAT ANIMALS HELP PEOPLE AND PEOPLE HELP ANIMALS THROUGH TRUST, UNCONDITIONAL LOVE, AND RESPECT, CREATES A LEGACY OF CARING. SHARING THIS PHILOSOPHY WITH OTHERS, THE CENTER INSPIRES AND TEACHES, LOCALLY AND GLOBALLY, THE IMPORTANCE OF THE ANIMAL-HUMAN BOND. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,651,728 | ExpenseAmt |
| Grant | $7,845 | GrantAmt |
| Revenue | $1,974,119 | RevenueAmt |
| Desc | HELEN WOODWARD ANIMAL CENTER OPERATES A NUMBER OF PROGRAMS DESIGNATED TO EDUCATE THE PUBLIC ON THE CARE AND TRAINING OF ANIMALS. IT OPERATES PET ADOPTION PROGRAMS AND HAS SEVERAL SCHOOL PROGRAMS FOR THE EDUCATION OF YOUNG PEOPLE. THE CENTER OPERATES AN EQUINE VETERINARY HOSPITAL FOR CARE AND SURGERY OF HORSES AND OTHER LARGE ANIMALS. THE CENTER OPERATES SEVERAL PROGRAMS FOR THE PHYSICALLY, EMOTIONALLY, AND DEVELOPMENTALLY HANDICAPPED. | Desc |
| Total Program Service Expenses | $5,651,728 | 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 | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 42 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 204 | 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 | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | Yes (1) | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENEE SIMMONS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8587564117 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6523 HELEN WOODWARD WAY SUITE 100 | AddressLine1 |
| City | RANCHO SANTA FE | City |
| State | CA | State |
| ZIP Code | 92067 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BILL BAUCE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES BIELER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES BOWERS PHD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOE CAMP | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES HOOKER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANE KEATON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS BREINING | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATIE SHULL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ARLO SORENSEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL MCKINNON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN REILLY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID VIGIL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL M ARMS | |||||||
| PRESIDENT/CEO | 40.00 | $289,820 | $0 | $12,000 | Yes (X) | ||
| STEVEN ANDERSON ESQ | |||||||
| SECRETARY | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BRYCE RHODES | |||||||
| CHAIRMAN | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| TONI NICKELL | |||||||
| VICE CHAIRMAN | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| RITA TRUDERUNG | |||||||
| VP OF OPERATIONS/CFO | 40.00 | $132,476 | $0 | $0 | Yes (X) | ||
| RENEE RESKO | |||||||
| VP OF DEVELOPMENT | 40.00 | $123,608 | $0 | $0 | Yes (X) | ||
| DR PATRICIA CARTER | |||||||
| CHIEF OF STAFF ANIMAL HOSP | 40.00 | $138,936 | $0 | $0 | Yes (X) | ||
| LON JONES | |||||||
| SYSTEMS PROGRAMMING MANAGER | 40.00 | $104,170 | $0 | $0 | Yes (X) | ||
| DR STEPHANIE OBA | |||||||
| VETERINARIAN | 40.00 | $100,019 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $889,029 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $12,000 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $127,296 | FundraisingAmt |
| All Other Contributions | $7,835,833 | AllOtherContributionsAmt |
| Noncash Contributions | $273,096 | NoncashContributionsAmt |
| Total Contributions | $7,963,129 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| HOSPITAL INCOME | 900099 | $1,357,761 | $654,639 | $703,122 |
| ANIMAL BOARDING | 721310 | $995,222 | $995,222 | |
| ANIMAL ADOPTIONS | 900099 | $690,125 | $690,125 | |
| EDUCATION | 611600 | $388,900 | $374,509 | $14,391 |
| RIDING | 900099 | $49,654 | $49,654 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,330 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,330 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,488,992 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $259,237 | TotalRevenueColumnAmt |
| Exclusion | $259,237 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $29,836 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $29,836 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,836 | TotalRevenueColumnAmt |
| Exclusion | $29,836 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $651,297 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $127,296 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $515,290 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $136,007 | TotalRevenueColumnAmt |
| Exclusion | $136,007 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $309,475 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $127,670 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $181,805 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $181,805 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER | 900099 | $145,507 | $145,507 |
| VALUE CHANGE OF SPLIT INTEREST AG | 523000 | $52,355 | $52,355 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $197,862 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,256,868 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,974,119 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,894,540 | UnrelatedBusinessRevenueAmt |
| Exclusion | $425,080 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,845 | TotalAmt |
| Program Services | $7,845 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $545,904 | TotalAmt |
| Program Services | $408,679 | ProgramServicesAmt |
| Management And General | $42,076 | ManagementAndGeneralAmt |
| Fundraising | $95,149 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,374,637 | TotalAmt |
| Program Services | $2,526,346 | ProgramServicesAmt |
| Management And General | $260,102 | ManagementAndGeneralAmt |
| Fundraising | $588,189 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,321 | TotalAmt |
| Program Services | $54,890 | ProgramServicesAmt |
| Management And General | $5,651 | ManagementAndGeneralAmt |
| Fundraising | $12,780 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $569,516 | TotalAmt |
| Program Services | $426,355 | ProgramServicesAmt |
| Management And General | $43,896 | ManagementAndGeneralAmt |
| Fundraising | $99,265 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,476 | TotalAmt |
| Program Services | $210,721 | ProgramServicesAmt |
| Management And General | $21,695 | ManagementAndGeneralAmt |
| Fundraising | $49,060 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,551 | TotalAmt |
| Program Services | $14,002 | ProgramServicesAmt |
| Management And General | $157 | ManagementAndGeneralAmt |
| Fundraising | $5,392 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $757,907 | TotalAmt |
| Program Services | $417,302 | ProgramServicesAmt |
| Management And General | $245,184 | ManagementAndGeneralAmt |
| Fundraising | $95,421 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OPERATING SUPPLIES AND | $1,315,663 | $1,111,467 | $120,132 | $84,064 |
| OUTSIDE SERVICES | $217,412 | $198,242 | $22 | $19,148 |
| OTHER | $191,374 | $99,675 | $4,445 | $87,254 |
| DONATED GOODS | $145,800 | $111,904 | $4,711 | $29,185 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,957 | TotalAmt |
| Program Services | $64,300 | ProgramServicesAmt |
| Management And General | $1,816 | ManagementAndGeneralAmt |
| Fundraising | $169,841 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,736,363 | TotalAmt |
| Program Services | $5,651,728 | ProgramServicesAmt |
| Management And General | $749,887 | ManagementAndGeneralAmt |
| Fundraising | $1,334,748 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,512 | BOYAmt |
| EOY | $259,307 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,626,368 | BOYAmt |
| EOY | $2,461,510 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,637,844 | BOYAmt |
| EOY | $4,442,378 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,152 | BOYAmt |
| EOY | $64,022 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,803 | BOYAmt |
| EOY | $289,059 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,778 | BOYAmt |
| EOY | $17,810 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,906 | BOYAmt |
| EOY | $31,161 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,022,973 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,120,639 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,531,117 | BOYAmt |
| EOY | $10,902,334 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,636,339 | BOYAmt |
| EOY | $8,017,459 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,417 | BOYAmt |
| EOY | $33,972 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $694,431 | BOYAmt |
| EOY | $748,716 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,744,667 | BOYAmt |
| EOY | $27,267,728 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $339,952 | BOYAmt |
| EOY | $352,037 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,435,696 | BOYAmt |
| EOY | $1,459,119 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,775,648 | BOYAmt |
| EOY | $1,811,156 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,858,803 | BOYAmt |
| EOY | $16,492,788 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,475,264 | BOYAmt |
| EOY | $7,328,832 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,634,952 | BOYAmt |
| EOY | $1,634,952 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,969,019 | BOYAmt |
| EOY | $25,456,572 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,744,667 | BOYAmt |
| EOY | $27,267,728 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,520,505 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $967,048 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | 0 | 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 | $6,312,057 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,850,721 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,550,443 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,703,029 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,616,250 | CurrentTaxYearAmt |
| Total | $24,032,500 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,312,057 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,850,721 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,550,443 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,703,029 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,616,250 | CurrentTaxYearAmt |
| Total | $24,032,500 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $24,032,500 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $238,891 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $547,193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $720,617 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $720,198 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $341,428 | CurrentTaxYearAmt |
| Total | $2,568,327 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$136,262 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$60,575 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,936 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$287,035 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$48,716 | CurrentTaxYearAmt |
| Total | -$451,652 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$2,168,824 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $92,438 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,826 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $139,677 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $145,507 | CurrentTaxYearAmt |
| Total | -$1,649,376 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $24,499,799 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7,863,030 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98090 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76220 | 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 | $4,848,201 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $907,541 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $283,107 | OtherExpendituresAmt |
| Administrative Expenses | $47,620 | AdministrativeExpensesAmt |
| End Year Balance | $5,425,015 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,643,083 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $679,941 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $428,031 | OtherExpendituresAmt |
| Administrative Expenses | $46,792 | AdministrativeExpensesAmt |
| End Year Balance | $4,848,201 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,477,320 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $535,972 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $324,826 | OtherExpendituresAmt |
| Administrative Expenses | $45,383 | AdministrativeExpensesAmt |
| End Year Balance | $4,643,083 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,473,258 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $508,732 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $464,153 | OtherExpendituresAmt |
| Administrative Expenses | $40,517 | AdministrativeExpensesAmt |
| End Year Balance | $4,477,320 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,821,182 | BeginningYearBalanceAmt |
| Contributions | $18,942 | ContributionsAmt |
| Investment Earnings Or Losses | $871,133 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $201,154 | OtherExpendituresAmt |
| Administrative Expenses | $36,845 | AdministrativeExpensesAmt |
| End Year Balance | $4,473,258 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.70000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.30000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $385,000 | OtherCostOrOtherBasisAmt |
| Book Value | $385,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,912,555 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,816,917 | DepreciationAmt |
| Book Value | $9,095,638 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $356,857 | OtherCostOrOtherBasisAmt |
| Depreciation | $299,114 | DepreciationAmt |
| Book Value | $57,743 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,296,841 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,953,052 | DepreciationAmt |
| Book Value | $1,343,789 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $71,720 | OtherCostOrOtherBasisAmt |
| Depreciation | $51,556 | DepreciationAmt |
| Book Value | $20,164 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,902,334 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION AND BENEFITS | $42,963 |
| ACCRUED PAYROLL | $199,138 |
| LINE OF CREDIT | $1,079,208 |
| NOTE PAYABLE | $79,714 |
| SECURITY DEPOSITS | $3,520 |
| CAPITAL LEASE OBLIGATIONS | $54,576 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,459,119 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $13,345,565 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $967,048 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,824 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $127,670 | OtherRevenueAmt |
| Revenue Not Reported | $1,096,542 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,249,023 | RevenueSubtotalAmt |
| Other Revenues Not Included | $7,845 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $7,845 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,256,868 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,858,012 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,824 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $127,670 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $129,494 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,728,518 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $7,845 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $7,845 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,736,363 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 127,670. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 7,845. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 127,670. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 7,845. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SPRING FLING | NameOfEvent1Amt |
| Gross Receipts Event1 | $445,715 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $126,596 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $319,119 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $212,598 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | TELETHON | NameOfEvent2Amt |
| Gross Receipts Event2 | $134,333 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $200 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $134,133 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $117,952 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $198,545 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $500 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $198,045 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $184,740 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $778,593 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $127,296 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $651,297 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $515,290 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $515,290 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $136,007 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | PARTIAL RIDING SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 8 | RecipientCnt |
| Cash Grant | $7,845 | CashGrantAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL M ARMS | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $289,820 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $12,000 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $301,820 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PAYS MEMBER DUES TO THE UNIVERSITY CLUB LOCATED IN DOWNTOWN SAN DIEGO FOR FUNDRAISING MEETINGS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL ARMS | PersonNm |
| Loan Purpose | RESIDENCE | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $400,000 | OriginalPrincipalAmt |
| Balance Due | $289,059 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $289,059 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| STEVEN ANDERSON | |||
| DIRECTOR, OFFICER, EMPLOYEE, & SHAREHOLDER OF WTC | $0 | SERVES ON THE BOARD OF HELEN WOODWARD ANIMAL CENTER. | 0 |
| ARLO SORENSEN | |||
| DIRECTOR OF WTC | $0 | SERVES ON THE BOARD OF HELEN WOODWARD ANIMAL CENTER. | 0 |
| BRYCE RHODES | |||
| DIRECTOR & BENEFICIARY OF A TRUST THAT IS A SHAREHOLDER OF WTC'S PARENT CO. | $0 | SERVES ON THE BOARD OF HELEN WOODWARD ANIMAL CENTER. | 0 |
| MARJORIE MORSE | |||
| SPOUSE OF FORMER KEY EMPLOYEE | $36,668 | EMPLOYMENT AGREEMENT, INCLUDING UNFUNDED NONQUALIFIED DEFERRED COMPENSATION WHICH INCLUDES HEALTH INSURANCE PREMIUMS. | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $25,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $35 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2,997 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7231 | ContributionCnt |
| Noncash Contributions Rpt F990 | $64,934 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | ANIMAL SUPPLI | 6218 | $37,780 | FAIR MARKET VALUE |
| Yes (X) | FOOD & DRINK | 1384 | $10,477 | FAIR MARKET VALUE |
| Yes (X) | OFFICE SUPPLI | 291 | $2,462 | FAIR MARKET VALUE |
| Yes (X) | ANIMAL MEDICA | 697 | $2,115 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | Yes (1) | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 30B: | THE ORGANIZATION RECEIVED A SCULPTURE AS A DONATION, THAT MUST BE KEPT FOR 3 YEARS PRIOR TO SELLING. |
| PART I, LINE 32B: | THIRD PARTIES ARE USED TO SELL ANTIQUES ON CONSIGNMENT, AND AN AUCTION COMPANY IS USED TO SELL VEHICLES THAT ARE DONATED. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | HELEN WOODWARD'S MAIDEN NAME IS HELEN WHITTIER. THE WHITTIER TRUST COMPANY (WTC) WAS FORMED IN 1989 FROM A FAMILY OFFICE WHICH PROVIDED BUSINESS, INVESTMENT AND OTHER SERVICES FOR THE WHITTIER FAMILY. THE WTC PROVIDES INVESTMENT SERVICES TO THE HELEN WOODWARD ANIMAL CENTER. DUE TO THE UNIQUE HISTORICAL RELATIONSHIP WITH WTC, THE SPECIAL CHARACTERISTICS RELATING TO WTC'S DELIVERY OF INVESTMENT SERVICES AND THE PERFORMANCE GENERATED BY WTC, A MORE ADVANTAGEOUS ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER THE CIRCUMSTANCES. HWAC PAID TRUSTEE FEES OF $73,891 FOR THE YEAR ENDED DECEMBER 31, 2013. |
| FORM 990, PART VI, SECTION B, LINE 11 | RETURN IS REVIEWED BY THE PRESIDENT, VP OF OPERATIONS, AND VP OF FINANCE PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS MEMBERS OF THE BOARD OF DIRECTORS DISCLOSE IF ANY CIRCUMSTANCES HAVE CHANGED THAT WOULD CAUSE THEM TO HAVE A CONFLICT OF INTEREST. IF A MEMBER IS FOUND TO HAVE A CONFLICT OF INTEREST, THEIR POSITION STATUS IS VOTED ON BY OTHER MEMBERS TO ALLOW THEM TO REMAIN ON THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | REVIEW, RECOMMENDATION AND APPROVAL OF PRESIDENT/CEO COMPENSATION DETERMINED BY BOARD OF DIRECTORS. ANNUAL REVIEW OF KEY EMPLOYEES AND COMPENSATION DETERMINED BY PRESIDENT/CEO WITHIN THE CONFINES OF THE ANNUAL BUDGET APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST |
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