THE CENTER FOR WORKING FAMILIES INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE CENTER FOR WORKING FAMILIES INC (EIN 43-2071145)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201443219349102284
- 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-PF
- Schedule B
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T14:43:34-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1029 GREENE STREET | AddressLine1 |
| City | AUGUSTA | City |
| State | GA | State |
| ZIP Code | 30901 | 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 | 432071145 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CENTER FOR WORKING FAMILIES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CENT | BusinessNameControlTxt |
| Phone | 4042233303 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 477 WINDSOR STREET SUITE 304 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30312 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NATALLIE KEISER | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 4042233303 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH MORRISON | PreparerPersonNm |
| PTIN | P00231389 | PTIN |
| Phone | 7067243557 | PhoneNum |
| Preparation | 2014-11-14 | PreparationDt |
| 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 | $1,442,303 | 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 | $4,296,933 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $175 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $175 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $18,000 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $18,000 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $18,000 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,315,108 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,175 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $122,545 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $122,545 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,286,960 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,286,960 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $302,047 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $302,047 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,640 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $33,640 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $126,649 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $126,622 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $81,806 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $94,219 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $94,219 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $48,873 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $48,873 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,362,144 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $44,170 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,317,974 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,458,883 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,170 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,332,880 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,458,883 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,170 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,332,880 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$143,775 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $251,014 | CashBOYAmt |
| Cash EOY | $328,832 | CashEOYAmt |
| Cash EOYFMV | $328,832 | CashEOYFMVAmt |
| Acct Rcvbl | $495,636 | AcctRcvblAmt |
| Acct Rcvbl BOY | $744,535 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $495,636 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $495,636 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $34,915 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $40,033 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $40,033 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,232,835 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $655,033 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $981,837 | LandBOYAmt |
| Land EOY | $577,802 | LandEOYAmt |
| Land EOYFMV | $577,802 | LandEOYFMVAmt |
| Total Assets BOY | $2,012,301 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,442,303 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,442,303 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $454,691 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $418,613 | AccountsPayableEOYAmt |
| Deferred Revenue EOY | $164,376 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $250,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $100,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $704,691 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $682,989 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,131,286 | UnrestrictedBOYAmt |
| Unrestricted EOY | $759,314 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $176,324 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $0 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,307,610 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $759,314 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,012,301 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,442,303 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,307,610 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$143,775 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,163,835 | SubtotalAmt |
| Other Decreases | $404,521 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $759,314 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,878,653 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,053,225 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.889054 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,211,187 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,351,906 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.365355 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,357,744 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,526,674 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.952099 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,589,036 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,450,575 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.464569 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,112,768 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,092,710 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.487434 | DistributionYr5Rt |
| Total Distribution | 7.158511 | TotalDistributionRt |
| Average Distribution | 1.431702 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,382,343 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,979,103 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,979,103 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,332,880 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| 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 | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICHOLE JEFFERSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4042233303 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 477 WINDSOR STREET SUITE 304 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30312 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES ROSS | ||||||||
| 4509 WINGHAM PLACE | MARIETTA | GA | 30062 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| LAUREN ROCERETA | ||||||||
| 1190 W DRUID HILLS DR | ATLANTA | GA | 30329 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CHARLES TALLEY WELLS | ||||||||
| 398 ORMOND STREET SE | ATLANTA | GA | 30315 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| KYLE VAUGHN | ||||||||
| 6205 PEACHTREE DUNWOODY ROAD | ATLANTA | GA | 30328 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ROBERT WOOLRIDGE | ||||||||
| 4021 LAKEVIEW DRIVE | STONE MOUNTAIN | GA | 30083 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JASMINE W MILLER1114-83114 | ||||||||
| 6316 SERENITY LANE | LITHONIA | GA | 30038 | INTERIM CEO & PRESIDENT | 40.00 | $93,375 | $0 | $19,274 |
| REBECCA WALLACE | ||||||||
| 316 CHEROKEE PLACESE | ATLANTA | GA | 30312 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| NATALLIE KEISER 9012014-PRESENT | ||||||||
| 1076 MANIGAULT STREET SE | LITHONIA | GA | 30038 | INTERIM EXECUTIVE DIRECTOR | 40.00 | $29,170 | $0 | $0 |
| KENNETH CHESTNUT | ||||||||
| 1318 CASCADE FALLS DRIVE SW | ATLANTA | GA | 30311 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| NICHOLE JEFFERSON | ||||||||
| 591 PADEN MILL TRAIL | LAWRENCEVILLE | GA | 30044 | CFO | 40.00 | $63,750 | $0 | $17,059 |
| JOMAL VAILES | ||||||||
| 5513 VILLAGE TRACE | UNION CITY | GA | 30291 | DEVELOPMENT OFFICER | 40.00 | $78,224 | $2,164 | $368 |
| OLIVIA ALSTON | ||||||||
| 2593 RIGGS DRIVE | EAST POINT | GA | 30344 | ECONOMIC ADVANCEMENT | 40.00 | $56,228 | $1,511 | $6,384 |
| JACQUELINE DRAKE | ||||||||
| 2738 RAINBOW RIDGE DRIVE | DECATUR | GA | 30034 | PROGRAM MANAGER | 40.00 | $46,569 | $1,404 | $11,943 |
| DAMEON DANIELS | ||||||||
| 1417 TIMMS CIRCLE | ATLANTA | GA | 30316 | PATHWAY COACH | 40.00 | $49,845 | $1,511 | $6,384 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SHELTERING ARMS CHILDCARE | |||||
| 385 CENTENNIAL OLYMPIC PARK DR | ATLANTA | GA | 30313 | CHILDCARE | $699,489 |
| GEORGIA PEIDMONT TECHNICAL COLLEGE | |||||
| 495 NORTH INDIAN CREEK DRIVE | CLARKSTON | GA | 30021 | TRAINING FOR PROGRAM PARTICIPANTS | $208,875 |
| REBRICK HOMES & DEVELOPMENTINC | |||||
| 949 N ORMEWOOD PARK DRIVE | ATLANTA | GA | 30316 | LEAD ABATEMENT/REMEDIATION | $191,061 |
| WCR ENTERPRISES | |||||
| 3662 SALEM ROAD | LITHONIA | GA | 30038 | LEAD ABATEMENT/REMEDIATION | $139,885 |
| ATLANTA METRO RESTORATIONS | |||||
| 472 MEADOWN WATCH LANE | ATLANTA | GA | 30350 | LEAD ABATEMENT/REMEDIATION | $96,541 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $289,923 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,113,471 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,403,394 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,403,394 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,051 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,382,343 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,117 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,117 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $69,117 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $69,117 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $69,117 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,332,880 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,332,880 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,332,880 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,117 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,008,370 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,466,563 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,181,504 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,093,612 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,776,046 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,526,095 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,332,880 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $69,117 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,263,763 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,789,858 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $3,008,370 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,781,488 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,466,563 | ExcessFromYear4Amt |
| Excess From Year3 | $3,181,504 | ExcessFromYear3Amt |
| Excess From Year2 | $3,093,612 | ExcessFromYear2Amt |
| Excess From Year1 | $3,776,046 | ExcessFromYear1Amt |
| Excess From Current Year | $4,263,763 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $175 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $18,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,175 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,175 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (14 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ANNIE E CASEY FOUNDATION | ||||||
| 1 | 701 ST PAUL STREET | BALTIMORE | MD | 21202 | $1,100,000 | Yes (X) |
| MISC CONTRIBUTION | ||||||
| 2 | 477 WINDSOR ST SW SUITE 101 | ATLANTA | GA | 30312 | $38,601 | Yes (X) |
| US DEPT OF HEALTH & HUMAN SERV FAMILY & CHILDREN SERVICES | ||||||
| 3 | 200 INDEPENDENCE AVE | WASHINGTON | DC | 20201 | $289,347 | Yes (X) |
| US DEPARTMENT OF JUSTICE | ||||||
| 4 | 950 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20530 | $172,971 | Yes (X) |
| US DEPT OF HEALTH & HUMAN SERVICE JOLI | ||||||
| 5 | 200 INDEPENDENCE AVE | WASHINGTON | DC | 20201 | $928,646 | Yes (X) |
| US DEPARTMENT OF HOUSING AND URBAN DEV | ||||||
| 6 | 451 7TH ST SW | WASHINGTON | DC | 20410 | $1,188,368 | Yes (X) |
| USENVIRONMENTAL PROTECTION AGENCY (EPA) | ||||||
| 7 | 61 FORSYTH STREET | ATLANTA | GA | 303038960 | $269,363 | Yes (X) |
| JAMES M COX FOUNDATION | ||||||
| 8 | 6205 PEACHTREE DUNWOODY RD | ATLANTA | GA | 30328 | $40,000 | Yes (X) |
| GOCF - YOUTH DEVELOPMENT FITNES-GOF | ||||||
| 9 | 477 WINDSOR ST SW SUITE 101 | ATLANTA | GA | 30312 | $38,094 | Yes (X) |
| OSF - OPEN SOCIETY FUND-OSF - HEALT | ||||||
| 10 | 477 WINDSOR ST SW SUITE 101 | ATLANTA | GA | 30312 | $28,925 | Yes (X) |
| OSF - OPEN SOCIETY FUND-OSF - LHC | ||||||
| 11 | 477 WINDSOR ST SW SUITE 101 | ATLANTA | GA | 30312 | $20,835 | Yes (X) |
| VITA TAX-VITA TAX | ||||||
| 12 | 477 WINDSOR ST SW SUITE 101 | ATLANTA | GA | 30312 | $20,526 | Yes (X) |
| NCRC - HOUSING COUNSELING-HOUSING C | ||||||
| 13 | 477 WINDSOR ST SW SUITE 101 | ATLANTA | GA | 30312 | $11,176 | Yes (X) |
| DATA SUPPORT RESOURCES-DATA RESOURC | ||||||
| 14 | 477 WINDSOR ST SW SUITE 101 | ATLANTA | GA | 30312 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $33,640 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33,640 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD ADJUSTMENT | Description |
| Amount | $404,521 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES | $80,957 | $0 | $80,957 |
| GENERAL EXPENSE | $68,070 | $30,610 | $37,460 |
| LEAD AND HEALTY HOME PROGRAM EXPENSES | $834,905 | $0 | $834,905 |
| INSURANCE | $33,932 | $0 | $33,932 |
| COMMINUCATION AND IT | $69,611 | $8,483 | $61,128 |
| CONSULTING / CONTRACTORS | $222,835 | $0 | $222,835 |
| SMALL EQUIPMENT | $28,143 | $0 | $28,143 |
| OFFICE EXPENSES | $42,846 | $5,077 | $37,769 |
| PARTICIPANT EXPENSES | $932,706 | $0 | $932,706 |
| MISC. EXPENSE | $48,139 | $0 | $48,139 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN PAYABLE - LINE OF CREDIT | Desc |
| BOY Book Value | $250,000 | BOYBookValueAmt |
| EOY Book Value | $100,000 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNIE E CASEY FOUNDATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 ST PAUL STREET | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21202 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INCOME TAX EXPENSE | $27 | $0 | $0 |
| PAYROLL TAXES | $126,622 | $0 | $126,622 |
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