HUMANE SOCIETY OF POLK COUNTY INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HUMANE SOCIETY OF POLK COUNTY INC (EIN 59-1644124)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2014-12-23
- IRS object ID
- 201433579349301118
- 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 | 2014-12-23T15:16:22-06:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593651466 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROSS FERNANDEZ & RILEY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 POPE AVE NW | AddressLine1 |
| City | WINTER HAVEN | City |
| State | FL | State |
| ZIP Code | 33881 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591644124 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HUMANE SOCIETY OF POLK COUNTY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUMA | BusinessNameControlTxt |
| Phone | 8634121730 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 SAGE ROAD | AddressLine1 |
| City | WINTER HAVEN | City |
| State | FL | State |
| ZIP Code | 33881 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA BAKER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8634121730 | PhoneNum |
| Signature | 2014-12-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELLEN THORNTON | PreparerPersonNm |
| PTIN | P01389000 | PTIN |
| Phone | 8632995638 | 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 | LISA BAKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 SAGE ROAD | AddressLine1 |
| City | WINTER HAVEN | City |
| State | FL | State |
| ZIP Code | 33881 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,008,904 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HUMANESOCIETYOFPOLKCOUNTY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO HELP IN THE PREVENTION OF CRUELTY TO ANIMALS, THE RELIEF OF SUFFERING AMONG ANIMALS, AND TO PROVIDE EDUCATION FOR ANIMAL ISSUES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $131,722 | PYContributionsGrantsAmt |
| CY Contributions Grants | $207,006 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $228,121 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $649,467 | CYProgramServiceRevenueAmt |
| PY Investment Income | $44,432 | PYInvestmentIncomeAmt |
| CY Investment Income | $46,669 | CYInvestmentIncomeAmt |
| PY Other Revenue | $83,950 | PYOtherRevenueAmt |
| CY Other Revenue | $50,174 | CYOtherRevenueAmt |
| PY Total Revenue | $488,225 | PYTotalRevenueAmt |
| CY Total Revenue | $953,316 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | 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 | $227,584 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $271,814 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $25,654 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $257,152 | PYOtherExpensesAmt |
| CY Other Expenses | $307,303 | CYOtherExpensesAmt |
| PY Total Expenses | $484,736 | PYTotalExpensesAmt |
| CY Total Expenses | $579,117 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,489 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $374,199 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,337,800 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,304,380 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $338,786 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,096 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,999,014 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,277,284 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO HELP IN THE PREVENTION OF CRUELTY TO ANIMALS, THE RELIEF OF SUFFERING AMONG ANIMALS, AND TO PROVIDE EDUCATION FOR ANIMAL ISSUES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $205,035 | ExpenseAmt |
| Revenue | $46,627 | RevenueAmt |
| Desc | THE ADOPTION PROGRAM PROVIDES HOUSING AND CARE FOR SURRENDERED ANIMALS AND PREPARES THEM FOR ADOPTION. ADOPTIONS ARE OFFERED AT THE SHELTER FACILITY AS WELL AS AT VARIOUS OFF-SITE LOCATIONS AND COMMUNITY EVENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $61,299 | ExpenseAmt |
| Revenue | $13,940 | RevenueAmt |
| Desc | LOST AND FOUND PROGRAM WHEREBY INDIVIDUALS CAN POST A DESCRIPTION OF A LOST OR FOUND ANIMAL AT THE SHELTER AND/OR ON THE HSPC'S WEB SITE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $112,528 | ExpenseAmt |
| Revenue | $25,590 | RevenueAmt |
| Desc | THE SPAY/NEUTER PROGRAM HELD SNIPS (SPAY NEUTER INOCULATION PROGRAMS) WHERE PETS FOR LOW INCOME FAMILIES WERE SPAYED OR NEUTERED AND GIVEN SHOTS AT NO CHARGE TO HELP CONTROL THE ANIMAL POPULATION AND REDUCE THE NUMBER OF UNWANTED PETS. THIS PROGRAM INCLUDES A MOBILE CLINIC/SURGERY UNIT IN WHICH VOLUNTEER VETERINARIANS OFFER THEIR SERVICES IN LOW INCOME NEIGHBORHOODS. THERE IS ALSO A LOW COST SPAY/NEUTER VOUCHER PROGRAM WHICH IS AN AFFORDABLE PROGRAM TO SPAY/NEUTER PETS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $62,495 | ExpenseAmt |
| Revenue | $563,310 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $62,495 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $563,310 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $441,357 | 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 | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | 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 | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | 0 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBRA WHITFIELD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8632941494 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 SAGE ROAD | AddressLine1 |
| City | WINTER HAVEN | City |
| State | FL | State |
| ZIP Code | 33881 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SUZIE MORACO | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TRACEY GREENE | ||||||
| VICE-PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUSAN HANSELL | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DENNIS HEWITT | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JACKIE ELLIOTT | ||||||
| MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | |
| MELEA GERNERT | ||||||
| MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | |
| BETH KOON | ||||||
| MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | |
| DAVID NICHOLSON | ||||||
| MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | |
| TOM OLDT | ||||||
| MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | |
| KAREN PHILLIPS | ||||||
| MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | |
| CYNTHIA SATERBO | ||||||
| MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | |
| STEVE WARNER | ||||||
| MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | |
| LISA BAKER | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | Yes (X) | $61,170 | $0 | $0 |
| LAURA CHAIKIN | ||||||
| ASSISTANT DIRECTOR | 40.00 | Yes (X) | Yes (X) | $45,660 | $0 | $0 |
| STEVE LOCKHART | ||||||
| MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | |
| KRISTIE RENARDSON | ||||||
| MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | |
| MARK TURNER | ||||||
| MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | |
| MITSIE VARGAS | ||||||
| MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | |
| KATIE WORTHINGTON | ||||||
| MEMBER | 0.20 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $106,830 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | 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 |
| Membership Dues | $3,076 | MembershipDuesAmt |
| All Other Contributions | $203,930 | AllOtherContributionsAmt |
| Total Contributions | $207,006 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMORIALS | 900099 | $521,328 | $521,328 |
| SERVICE FEES | 900099 | $95,017 | $95,017 |
| DONATED GOODS | 900099 | $28,316 | $28,316 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,806 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,806 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $649,467 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,950 | TotalRevenueColumnAmt |
| Exclusion | $30,950 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,719 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,719 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,719 | TotalRevenueColumnAmt |
| Exclusion | $15,719 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $105,762 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $55,588 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,174 | TotalRevenueColumnAmt |
| Exclusion | $50,174 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $953,316 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $649,467 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $96,843 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,830 | TotalAmt |
| Program Services | $53,415 | ProgramServicesAmt |
| Management And General | $42,732 | ManagementAndGeneralAmt |
| Fundraising | $10,683 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,337 | TotalAmt |
| Program Services | $103,337 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,138 | TotalAmt |
| Program Services | $29,627 | ProgramServicesAmt |
| Management And General | $6,383 | ManagementAndGeneralAmt |
| Fundraising | $2,128 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,509 | TotalAmt |
| Program Services | $17,855 | ProgramServicesAmt |
| Management And General | $4,240 | ManagementAndGeneralAmt |
| Fundraising | $1,414 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,802 | TotalAmt |
| Management And General | $8,802 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,831 | TotalAmt |
| Program Services | $9,623 | ProgramServicesAmt |
| Management And General | $3,208 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,204 | TotalAmt |
| Program Services | $15,880 | ProgramServicesAmt |
| Management And General | $4,324 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,285 | TotalAmt |
| Program Services | $1,285 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,865 | TotalAmt |
| Program Services | $8,149 | ProgramServicesAmt |
| Management And General | $2,173 | ManagementAndGeneralAmt |
| Fundraising | $543 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,388 | TotalAmt |
| Program Services | $7,791 | ProgramServicesAmt |
| Management And General | $2,597 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,688 | TotalAmt |
| Program Services | $18,516 | ProgramServicesAmt |
| Management And General | $6,172 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES | $117,740 | $117,740 | ||
| PROFESSIONAL FEES | $26,574 | $17,777 | $6,552 | $2,245 |
| MAINTENANCE | $21,589 | $16,192 | $4,865 | $532 |
| PRINTING, PUBLICATIONS, | $18,884 | $9,959 | $816 | $8,109 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,453 | TotalAmt |
| Program Services | $14,211 | ProgramServicesAmt |
| Management And General | $19,242 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $579,117 | TotalAmt |
| Program Services | $441,357 | ProgramServicesAmt |
| Management And General | $112,106 | ManagementAndGeneralAmt |
| Fundraising | $25,654 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,352 | BOYAmt |
| EOY | $189,201 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,000 | BOYAmt |
| EOY | $400,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $5,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $991,272 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $289,475 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $579,068 | BOYAmt |
| EOY | $701,797 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $929,290 | BOYAmt |
| EOY | $864,805 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,090 | BOYAmt |
| EOY | $143,577 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,337,800 | BOYAmt |
| EOY | $2,304,380 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,437 | BOYAmt |
| EOY | $24,069 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,027 | BOYAmt |
| EOY | $3,027 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $321,322 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,786 | BOYAmt |
| EOY | $27,096 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,964,778 | BOYAmt |
| EOY | $2,223,644 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,236 | BOYAmt |
| EOY | $53,640 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,999,014 | BOYAmt |
| EOY | $2,277,284 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,337,800 | BOYAmt |
| EOY | $2,304,380 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $374,199 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$95,929 | 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 | 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 | $254,279 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $262,108 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $289,607 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $131,722 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $207,006 | CurrentTaxYearAmt |
| Total | $1,144,722 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $254,279 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $262,108 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $289,607 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $131,722 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $207,006 | CurrentTaxYearAmt |
| Total | $1,144,722 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,144,722 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,054 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,324 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,034 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,296 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,950 | CurrentTaxYearAmt |
| Total | $166,658 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,347 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,840 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,117 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,539 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,806 | CurrentTaxYearAmt |
| Total | $16,649 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,328,029 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,339,102 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.86200 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84870 | 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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $292,762 | OtherCostOrOtherBasisAmt |
| Book Value | $292,762 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $445,436 | OtherCostOrOtherBasisAmt |
| Depreciation | $51,814 | DepreciationAmt |
| Book Value | $393,622 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $81,548 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,135 | DepreciationAmt |
| Book Value | $15,413 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $171,526 | OtherCostOrOtherBasisAmt |
| Depreciation | $171,526 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $701,797 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 11535 SHS METROPOLITAN WST TOT RET BD M | Desc |
| Book Value | $143,577 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $143,577 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,063,890 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $48,802 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $6,184 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $54,986 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,008,904 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$55,588 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$55,588 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $953,316 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $785,620 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $6,184 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $209,121 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $215,305 | ExpensesNotReportedAmt |
| Expenses Subtotal | $570,315 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $8,802 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $8,802 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $579,117 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION ADOPTED THE ACCOUNTING STANDARD "UNCERTAINTY IN INCOME TAXES" ON JUNE 1, 2009, WHICH PROVIDES GUIDANCE ON THE FINANCIAL STATEMENTS RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION HAS NOT RECOGNIZED A LIABILITY AS A RESULT OF THE IMPLEMENTATION OF THIS NEW STANDARD. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENTS DIRECT EXPENSES -55,588. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS DIRECT EXPENSES 55,588. IMPAIRMENT LOSS - UNDEVELOPED LAND 150,000. BOOK/TAX DEPRECIATION ADJUSTMENT 3,534. OTHER ADJUSTMENTS -1. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | MASS MAILING | NameOfEvent1Amt |
| Gross Receipts Event1 | $19,767 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $19,767 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $2,058 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | MTN LAKE GOLF TOURN | NameOfEvent2Amt |
| Gross Receipts Event2 | $75,945 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $75,945 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $44,117 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $10,050 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $10,050 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,253 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $105,762 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $105,762 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $50,428 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $50,428 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $55,334 | NetIncomeSummaryAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| LISA BAKER | |||
| HALF SISTER TO LAURA CHAIKIN, ASSISTANT DIRECTOR | $61,170 | COMPENSATION AS EXECUTIVE DIRECTOR | 0 |
| LAURA CHAIKIN | |||
| HALF SISTER TO LISA BAKER, EXECUTIVE DIRECTOR | $45,660 | COMPENSATION AS ASSISTANT DIRECTOR | 0 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $6,184 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | EST CURRENT COST | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | PET FOOD/PROD | Desc |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $24,378 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | EST CURRENT COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | LISA BAKER AND LAURA CHAIKIN ARE HALF SISTERS. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS ANNUAL MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | ALL MEMBERS MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY IN THE MAY MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11 | NO REVIEW OF THE 990 WILL BE CONDUCTED; THE 990 IS AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERS OF THE BOARD OF DIRECTORS REVIEW THE POLICY AND DISCLOSE ANY CONFLICTS OF INTEREST ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION IS ANNUALLY APPROVED THROUGH AN ANNUAL EVALUATION PROCESS BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | UNREALIZED GAIN ON INVESTMENTS 57,604. BOOK/TAX DEPRECIATION ADJUSTMENT -3,534. FMV IMPAIRMENT OF LAND -150,000. OTHER ADJUSTMENTS 1. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A FINANCIAL COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE REVIEW OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. |
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