MYRON STRATTON HOME: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MYRON STRATTON HOME (EIN 84-0404260)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-07
- IRS object ID
- 201441889349100254
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-07T11:54:41-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOCKMAN KAST RYAN & CO LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 N CASCADE AVENUE SUITE 400 | AddressLine1 |
| City | COLORADO SPRINGS | City |
| State | CO | State |
| ZIP Code | 80903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840404260 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MYRON STRATTON HOME | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE MYRON STRATTON HOME | InCareOfNm |
| Business Name Control | MYRO | BusinessNameControlTxt |
| Phone | 7195790930 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 GOLD PASS HEIGHTS | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | COLORADO SPRINGS | City |
| State | CO | State |
| ZIP Code | 80906 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT BAKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7195790930 | PhoneNum |
| Signature | 2014-05-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOREEN B MERZ | PreparerPersonNm |
| Phone | 7196301186 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $174,680,376 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $155 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,140 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,140 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,140 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,710,229 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,710,229 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,710,229 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,649,443 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,165,513 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,649,443 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,525,805 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,514,088 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $4,525,805 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $8,888,772 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,876,900 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,239,174 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $240,075 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,004 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $240,075 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $210,071 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,435,147 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $7,176 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $1,435,147 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,427,971 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,207,197 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,037 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $1,207,197 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,201,160 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,518 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $7,518 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,518 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,422 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,211 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $18,422 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,211 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $357,126 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $325,479 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $357,126 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $31,647 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $646,035 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $646,035 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $25,177 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $25,177 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $25,177 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,262,094 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $1,262,094 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,262,094 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,198,791 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $377,907 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $5,198,791 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,174,849 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $275,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $315,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,474,291 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $377,907 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $5,198,791 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,490,349 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,414,481 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,498,993 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,040,383 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,000 | CashBOYAmt |
| Cash EOY | $2,907 | CashEOYAmt |
| Cash EOYFMV | $2,907 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,157,122 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,114,418 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,114,418 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $45,545 | AcctRcvblAmt |
| Acct Rcvbl BOY | $35,705 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $45,545 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $45,545 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $24,489 | InventoriesBOYAmt |
| Inventories EOY | $24,436 | InventoriesEOYAmt |
| Inventories EOYFMV | $24,436 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $38,191 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $82,441 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $82,441 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $58,560,027 | CorporateStockBOYAmt |
| Corporate Stock EOY | $76,398,299 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $76,398,299 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,993,611 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,849,292 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,849,292 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $50,688,183 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $59,222,598 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $59,222,598 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $31,743,557 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,376,634 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $18,296,081 | LandBOYAmt |
| Land EOY | $20,366,923 | LandEOYAmt |
| Land EOYFMV | $29,294,823 | LandEOYFMVAmt |
| Other Assets BOY | $1,185,940 | OtherAssetsBOYAmt |
| Other Assets EOY | $645,617 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $645,617 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $143,981,349 | TotalAssetsBOYAmt |
| Total Assets EOY | $165,752,476 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $174,680,376 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,832,928 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,211,998 | AccountsPayableEOYAmt |
| Grants Payable BOY | $40,000 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $1,872,928 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,211,998 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $138,336,400 | UnrestrictedBOYAmt |
| Unrestricted EOY | $160,662,841 | UnrestrictedEOYAmt |
| Permanently Restricted BOY | $3,772,021 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $3,877,637 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $142,108,421 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $164,540,478 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $143,981,349 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $165,752,476 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $142,108,421 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,414,481 | ExcessRevenueOverExpensesAmt |
| Other Increases | $19,017,576 | OtherIncreasesAmt |
| Subtotal | $164,540,478 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $164,540,478 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LT CAP GAIN ON SALE OF INVESTMENTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $12,165,513 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,516,070 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,649,443 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,649,443 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,649,443 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1986-03-17 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MYRONSTRATTON.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MYRON STRATTON HOME | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7195790930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 GOLD HEIGHTS PASS | AddressLine1 |
| City | COLORADO SPRINGS | City |
| State | CO | State |
| ZIP Code | 80906 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARK TURK | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | EXECUTIVE DIRECTOR | 40.0 | $168,075 | $72,628 | $0 |
| ROBERT G BAKER JR | ||||||||
| 5904 VIA VERONA VIEW | COLORADO SPRINGS | CO | 80919 | PRESIDENT | 1.0 | $24,000 | $0 | $0 |
| JON MEDVED | ||||||||
| 1785 CANTWELL GROVE | COLORADO SPRINGS | CO | 80906 | VICE PRESIDENT | 1.0 | $12,000 | $0 | $0 |
| NECHIE HALL | ||||||||
| 100 GARDNER PLACE | COLORADO SPRINGS | CO | 80906 | SECRETARY/TREASURER | 1.0 | $12,000 | $0 | $0 |
| LEONARD A FARR | ||||||||
| 4890 BROAD LAKE VIEW | COLORADO SPRINGS | CO | 80906 | TRUSTEE | 0 | $12,000 | $0 | $0 |
| C DAVID MCDERMOTT | ||||||||
| 660 SOUTHPOINTE CT | COLORADO SPRINGS | CO | 80906 | TRUSTEE | 0 | $12,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| CANDICE K HARVEY | |||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | BUSINESS MANAGER | 40.0 | $75,705 | $25,440 |
| LINDA SANDEN | |||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | SENIOR SVCS DIRECTOR | 40.0 | $83,660 | $18,172 |
| MARGARET HUNTER | |||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | NURSING SUPERVISOR | 40.0 | $65,141 | $31,020 |
| RICK WHITE | |||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | MAINTENANCE SUPRVSR | 40.0 | $71,593 | $9,051 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WELLS FARGO INSURANCE SERVICES | |||||
| 5755 MARK DABBLING BLVD 300 | COLORADO SPRINGS | CO | 80919 | GENERAL INSURANCE | $131,798 |
| MERITAIN HEALTH | |||||
| 9605 S KINGSTON CT | ENGLEWOOD | CO | 80112 | INSURANCE PREMIUMS | $170,654 |
| VLADIMIR JONES | |||||
| 6 N TEJON STREET FLOOR 4 | COLORADO SPRINGS | CO | 80903 | PUBLIC RELATIONS | $150,566 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ADULT SERVICES: THE HOME PROVIDES RESIDENTIAL SERVICES TO ELDERLY PERSONS. THE AVERAGE NUMBER OF ADULTS SERVED ON A DAILY BASIS WAS 86. | Description1Txt |
| Expenses1 | $3,380,333 | Expenses1Amt |
| Description2 | STRATTON CONSORTIUM: PROVIDES SERVICES TO SINGLE MOTHERS. INCLUDES MYRON STRATTON HOME, PEAK VISTA COMM CTRS, TESSA, EARLY CONNECTIONS AND PARTNERS IN HOUSING; ALL 501(C)3 ORGS. | Description2Txt |
| Expenses2 | $35,637 | Expenses2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $133,298,512 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $235,829 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,890,559 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $147,424,900 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $147,424,900 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,211,374 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $145,213,526 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,260,676 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,490,349 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $2,716,877 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $7,207,226 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $7,207,226 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1991-07-02 | PrivateOperatingFndtnRulingDt |
| Section4942j5 | Yes (X) | Section4942j5Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,207,226 | CurrentYearAmt |
| Year1 | $8,473,618 | Year1Amt |
| Year2 | $4,416,874 | Year2Amt |
| Year3 | $5,025,462 | Year3Amt |
| Total | $25,123,180 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $275,500 | CurrentYearAmt |
| Year1 | $295,000 | Year1Amt |
| Year2 | $315,500 | Year2Amt |
| Year3 | $290,000 | Year3Amt |
| Total | $1,176,000 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,931,726 | CurrentYearAmt |
| Year1 | $8,178,618 | Year1Amt |
| Year2 | $4,101,374 | Year2Amt |
| Year3 | $4,735,462 | Year3Amt |
| Total | $23,947,180 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Assets | TotalAssetsGrp |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,840,450 | CurrentYearAmt |
| Year1 | $3,987,831 | Year1Amt |
| Year2 | $3,717,497 | Year2Amt |
| Year3 | $3,351,080 | Year3Amt |
| Total | $15,896,858 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARK TURK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 GOLD PASS HEIGHTS | AddressLine1 |
| City | COLORADO SPRINGS | City |
| State | CO | State |
| ZIP Code | 80906 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7195790930 | RecipientPhoneNum |
| Form And Info And Materials | HOME: NO PRESCRIBED FORMS. GRANTS: CONTACT MARK TURK AT 719-579-0930 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | HOME: NONE GRANTS: MAY 1 AND NOVEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | HOME: APPLICANTS MUST HAVE DEMONSTRATED NEED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HOMEWARD PIKES PEAK | |||||||
| 518 N NEVADA AVE | COLORADO SPRINGS | CO | 80903 | NONE | PC | PROGRAM SUPPORT: HOMELESS OUTREACH PROGRAM | $10,000 |
| TLC PHARMACY | |||||||
| 555 EAST COSTILLA | COLORADO SPRINGS | CO | 80903 | NONE | PC | PROGRAM SUPPORT: TLC PHARMACY CONNECTION - PROVIDING MEDICATION ACCESS FOR THE POOR AND UNINSURED | $7,500 |
| PENROSE ST FRANCIS HEALTH FOUNDATION | |||||||
| 2222 N NEVADA AVENUE | COLORADO SPRINGS | CO | 80907 | NONE | PC | PROGRAM SUPPORT: PENROSE URGENT CARE - CARING FOR THE UN- AND UNDERINSURED | $7,500 |
| GRECCIO HOUSING | |||||||
| 1808 WEST COLORADO AVENUE | COLORADO SPRINGS | CO | 80904 | NONE | PC | PROGRAM SUPPORT: RESIDENT ENRICHMENT PROGRAM | $15,000 |
| ATLAS PREPARATORY | |||||||
| 1602 S MURRAY BLVD | COLORADO SPRINGS | CO | 80916 | NONE | PC | PROGRAM SUPPORT: AFTER SCHOOL TUTORING INITIATIVES | $15,000 |
| CATHOLIC CHARITIES OF CENTRAL CO | |||||||
| 228 N CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | NONE | PC | PROGRAM SUPPORT: POVERTY REDUCTION PROGRAMS | $7,500 |
| CS CONSERVATORY | |||||||
| 415 SAHWATCH | COLORADO SPRINGS | CO | 80903 | NONE | PC | PROGRAM SUPPORT: SCHOLARSHIPS PROGRAM | $10,000 |
| CS THERAPEUTIC RIDING CENTER | |||||||
| 3254 PASEO ROAD | COLORADO SPRINGS | CO | 80909 | NONE | PC | PROGRAM SUPPORT: SCHOLARSHIPS PROGRAMS | $5,000 |
| MERCY'S GATE | |||||||
| PO BOX 26416 | COLORADO SPRINGS | CO | 80918 | NONE | PC | PROGRAM SUPPORT: RENTAL ASSISTANCE PROGRAM | $7,500 |
| MISSION MEDICAL CLINIC | |||||||
| 2125 E LASALLE | COLORADO SPRINGS | CO | 80909 | NONE | PC | PROGRAM SUPPORT: GENERAL PROGRAM SUPPORT | $12,000 |
| PIKES PEAK COMMUNITY ACTION AGENCY | |||||||
| PO BOX 2468 | COLORADO SPRINGS | CO | 80906 | NONE | PC | PROGRAM SUPPORT: GENERAL PROGRAM SUPPORT | $10,000 |
| SAFE PASSAGE | |||||||
| 423 SOURTH CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | NONE | PC | PROGRAM SUPPORT: FILL THE GAP PROJECT | $5,000 |
| SPRINGS RESCUE MISSION | |||||||
| 5 WEST LAS VEGAS STREET | COLORADO SPRINGS | CO | 80918 | NONE | PC | PROGRAM SUPPORT: FAMILY CRISIS CENTER | $10,000 |
| TELLER SENIOR COALITION | |||||||
| PO BOX 6956 | WOODLAND PARK | CO | 80866 | NONE | PC | PROGRAM SUPPORT: GOLDEN CIRCLE NUTRITION PROGRAM | $5,000 |
| TESSA | |||||||
| 435 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | NONE | PC | PROGRAM SUPPORT: GENERAL PROGRAM SUPPORT | $20,000 |
| TRI-COUNTY FAMILY CARE CENTER | |||||||
| 512 1/2 NORTH MAIN STREET | ROCKY FORD | CO | 81067 | NONE | PC | PROGRAM SUPPORT: NEWBORN VISITATION AND PARENTS AS TEACHERS PROGRAMS | $5,000 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| 1420 AUSTIN BLUFFS PARKWAY | COLORADO SPRINGS | CO | 80918 | NONE | PC | PROGRAM SUPPORT: KAREN POSSEHL WOMEN'S ENDOWMENT | $5,000 |
| URBAN PEAK COLORADO SPRINGS | |||||||
| 423 EAST CUCHARRAS STREET | COLORADO SPRINGS | CO | 80903 | NONE | PC | PROGRAM SUPPORT: RUN AWAY AND HOMELESS YOUTH SERVICES | $10,000 |
| WESTSIDE CARES | |||||||
| 1930 WEST COLORADO AVENUE | COLORADO SPRINGS | CO | 80904 | NONE | PC | PROGRAM SUPPORT: CRITICAL SERVICES AID | $5,500 |
| CASA OF THE PIKES PEAK REGION | |||||||
| 701 SOURTH CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | NONE | PC | PROGRAM SUPPORT: DEPENDENCY AND NEGLECT PROGRAM & PEER COORDINATOR PROGRAMS | $25,000 |
| STARLIGHT CHILDREN'S FOUNDATION | |||||||
| 17315 CARIBOU DRIVE EAST | MONUMENT | CO | 80132 | NONE | PC | PROGRAM SUPPORT: GENERAL OPERATING EXPENSES | $5,000 |
| TRI LAKES CARES | |||||||
| PO BOX 1301 | MONUMENT | CO | 80132 | NONE | PC | PROGRAM SUPPORT: GENERAL OPERATING EXPENSES | $9,000 |
| BOYS & GIRLS CLUB | |||||||
| PO BOX 2078 | COLORADO SPRINGS | CO | 80901 | NONE | PC | PROGRAM SUPPORT: YOUTH DEVELOPMENT PROGRAMS | $10,000 |
| SUICIDE PREVENTION PARTERSHIP | |||||||
| 704 NORTH TEJON STREET | COLORADO SPRINGS | CO | 80903 | NONE | PC | PROGRAM SUPPORT: CHILDREN'S BEREAVEMENT GROUPS | $9,000 |
| COLORADO SPRINGS TEEN COURT | |||||||
| PO BOX 2169 | COLORADO SPRINGS | CO | 80901 | NONE | PC | PROGRAM SUPPORT: RESTORATIVE JUSTICE SENTENCING PROGRAM | $5,000 |
| HOMEFRONT CARES | |||||||
| PO BOX 38516 | COLORADO SPRINGS | CO | 80937 | NONE | PC | PROGRAM SUPPORT: GRANTS TO FAMILIES PROGRAM | $15,000 |
| INTERFAITH HOSPITALITY NETWORK | |||||||
| 519 NORTH TEJON STREET | COLORADO SPRINGS | CO | 80903 | NONE | PC | PROGRAM SUPPORT: SHELTER PROGRAM | $10,000 |
| CU AGING CENTER | |||||||
| 1436 N HANCOCK AVENUE | COLORADO SPRINGS | CO | 80903 | NONE | PC | PROGRAM SUPPORT: PSYCHOLOGICAL SERVICES@ PP HOSPICE & PALLIATIVE CARE | $20,000 |
| THE RESOURCE EXCHANGE | |||||||
| 418 SOURTH WEBER STREET | COLORADO SPRINGS | CO | 80903 | NONE | PC | PROGRAM SUPPORT: EARLY INTERVENTION PROGRAM | $10,000 |
| ENERGY RESOURCE CENTER | |||||||
| 5920 PAONIA COURT | COLORADO SPRINGS | CO | 80915 | NONE | PC | PROGRAM SUPPORT: EMERGENCY FURNACE REPAIR AND ENERGY EFFICIENT UPGRADES | $15,000 |
| COURT CARE FOR PIKES PEAK REGION | |||||||
| PO BOX 68 | COLORADO SPRINGS | CO | 80901 | NONE | PC | PROGRAM SUPPORT: CHILD CARE SERVICES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $315,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| HOME OPERATING REVENUES | $800,398 |
| CONSORTIUM REIMBURSEMENTS - UTILITIES | $98,736 |
| CONSORTIUM REIMBURSEMENTS - OTHER | $112,583 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,140 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,710,229 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $3,504,625 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,649,443 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCK LITIGATION SETTLEMENT | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,463 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,876,900 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,011,717 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,888,617 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | PROVIDES HOUSING FOR THE ELDERLY | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $18,422 | Amt |
| Net Investment Income | $9,211 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,422 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,211 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | VLADIMIR JONES | ContractorPersonNm |
| Explanation | PUBLIC RELATIONS/EVENT COORDINATION | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOND MUTUAL FUNDS | BondNm |
| EOY Book Value | $7,849,292 | EOYBookValueAmt |
| EOYFMV | $7,849,292 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $42,091,153 | $42,091,153 |
| EQUITY MUTUAL FUNDS | $34,307,146 | $34,307,146 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OIL & GAS ROYALTIES | $35,660 | $35,660 |
| ALTERNATIVE INVESTMENTS | $59,186,938 | $59,186,938 |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,518 | LegalFeesAmt |
| Adjusted Net Income | $7,518 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,518 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST & DIVIDEND RECEIVABLE | $77,558 | $85,915 | $85,915 |
| ACCRUED ROYALTIES RECEIVABLE | $1,108,382 | $559,702 | $559,702 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WORKERS COMP | $44,933 | $44,933 | $44,933 |
| EMPLOYEE RELATIONS | $2,035 | $2,035 | $2,035 |
| INSURANCE | $134,383 | $134,383 | $134,383 |
| DUES & SUBSCRIPTIONS | $6,967 | $6,967 | $6,967 |
| OFFICE EXPENSE | $29,098 | $29,098 | $29,098 |
| TELEPHONE | $12,748 | $12,748 | $12,748 |
| HOUSEKEEPING | $60,593 | $60,593 | $60,593 |
| MARKETING | $169,427 | $169,427 | $169,427 |
| UTILITIES | $328,134 | $328,134 | $328,134 |
| REPAIRS & MAINTENANCE | $155,981 | $155,981 | $155,981 |
| RECREATION | $12,328 | $12,328 | $12,328 |
| EDEN ALTERNATIVE | $2,128 | $2,128 | $2,128 |
| DIETARY | $157,841 | $157,841 | $157,841 |
| CONTRACT SERVICES | $142,321 | $142,321 | $142,321 |
| CONTRIBUTIONS | $337 | $337 | $337 |
| MISCELLANEOUS | $2,840 | $2,840 | $2,840 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY FEES | $3,504,625 | $3,504,625 | $3,504,625 |
| STOCK LITIGATION SETTLEMENT | $9,463 | $9,463 | $9,463 |
| HOME OPERATING REVENUES | $800,398 | $800,398 | |
| UTILITY REIMBURSEMENT | $98,736 | $98,736 | |
| OTHER REIMBURSEMENT | $112,583 | $112,583 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN | Description |
| Amount | $19,017,576 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $325,479 | $325,479 | $325,479 | |
| CONSULTING FEES | $31,647 | $31,647 | $31,647 |