URBAN STRATEGIES INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- URBAN STRATEGIES INC (EIN 43-1141027)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201443219349303159
- 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 | 2014-11-17T10:17:09-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430765316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINBROWN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NORTH BRENTWOOD | AddressLine1 |
| City | SAINT LOUIS | City |
| State | MO | State |
| ZIP Code | 63105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431141027 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | URBAN STRATEGIES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | URBA | BusinessNameControlTxt |
| Phone | 3144214200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 OLIVE STREET SUITE 2600 | AddressLine1 |
| City | SAINT LOUIS | City |
| State | MO | State |
| ZIP Code | 631012334 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WADE BAUGHMAN | PersonNm |
| Person Title | SR VP AND GENERAL COUNSEL | PersonTitleTxt |
| Phone | 3144214200 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY PERSON | PreparerPersonNm |
| PTIN | P00437219 | PTIN |
| Phone | 3142903300 | 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 | SANDRA MOORE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 OLIVE STREET SUITE 2600 | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,454,554 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.URBANSTRATEGIESINC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | URBAN STRATEGIES DEVELOPS, COORDINATES, AND IMPLEMENTS COMMUNITY SUPPORTIVE SERVICE PLANS THAT SEEK TO PROVIDE CRITICAL SOCIAL SERVICES FOR LOW-INCOME RESIDENTS OF URBAN CORE COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 84 | TotalEmployeeCnt |
| Total Volunteers | 125 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,007,332 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,897,730 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,137,479 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,073,141 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $109,940 | PYOtherRevenueAmt |
| CY Other Revenue | $483,683 | CYOtherRevenueAmt |
| PY Total Revenue | $8,254,751 | PYTotalRevenueAmt |
| CY Total Revenue | $8,454,554 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $567,870 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,773,870 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,858,444 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,178,054 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $90,066 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,978,329 | PYOtherExpensesAmt |
| CY Other Expenses | $2,919,823 | CYOtherExpensesAmt |
| PY Total Expenses | $7,404,643 | PYTotalExpensesAmt |
| CY Total Expenses | $9,871,747 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $850,108 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,417,193 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,612,555 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,966,386 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,460,073 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,892,256 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,152,482 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,074,130 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | URBAN STRATEGIES DEVELOPS, COORDINATES, AND IMPLEMENTS COMMUNITY SUPPORTIVE SERVICE PLANS THAT SEEK TO PROVIDE CRITICAL SOCIAL SERVICES (INCLUDING JOB TRAINING, ACCESS TO QUALITY HEALTHCARE, IMPROVED EDUCATION AND YOUTH ACTIVITIES) FOR LOW-INCOME RESIDENTS OF URBAN CORE COMMUNITIES (PRIMARILY IN THE VICINITY OF PUBLIC HOUSING). | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,749,107 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,279,487 | RevenueAmt |
| Desc | URBAN STRATEGIES PLANS, IMPLEMENTS, OR DIRECTS COMMUNITY AND SUPPORTIVE SERVICES THAT MEET SOCIAL SUPPORT NEEDS AND PROMOTE ECONOMIC SELF-SUFFICIENCY FOR FAMILIES IN MIXED-INCOME HOUSING COMMUNITIES IN DISTRESSED URBAN CORE NEIGHBORHOODS. MAJOR PROJECTS THAT FALL INTO THIS CATEGORY IN 2013 INCLUDE: ALICE GRIFFITH (166 HOUSEHOLDS), HUNTER'S VIEW (85 HOUSEHOLDS), CLEABORN HOMES (413 HOUSEHOLDS), SENIOR SERVICES (625 HOUSEHOLDS), IBERVILLE (300 HOUSEHOLDS), CJ PEETE/HARMONY OAKS (316 HOUSEHOLDS), BW COOPER (132 HOUSEHOLDS), NORTH SARAH HOPE VI (140 HOUSEHOLDS), WHEATLEY COURTS (220), THE RENAISSANCE PLACE AT GRAND COMMUNITY ACTIVITIES BUILDING (500 HOUSEHOLDS), THE HARMONY OAKS COMMUNITY CENTER (500 HOUSEHOLDS), AND THE ALISO VILLAGE/PUEBLO DEL SOL COMMUNITY CENTER (450 HOUSEHOLDS). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $740,991 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $947,656 | RevenueAmt |
| Desc | LEADERSHIP DEVELOPMENT & SUSTAINABILITY: URBAN STRATEGIES PROVIDES SERVICES THAT BUILD THE CAPACITY OF COMMUNITY RESIDENTS TO ACT AS LEADERS TO THEIR COMMUNITIES, TO SEEK OUT PROGRAMS AND SERVICES THAT BENEFIT THEIR FAMILIES, TO ADVANCE THE ECONOMIC SELF-SUFFICIENCY OF THEIR FAMILIES, TO OVERCOME BARRIERS TO EMPLOYMENT, AND TO PROMOTE THE OVERALL STABILITY AND QUALITY OF MIXED-INCOME HOUSING COMMUNITIES. MAJOR PROJECTS THAT FALL INTO THIS CATEGORY IN 2013 INCLUDE: GREEN STREETS (15 INDIVIDUALS WITH BARRIERS TO TRADITIONAL EMPLOYMENT WERE SERVED), THE INNOVATIVE WORKFORCE PROGRAM IN NEW ORLEANS, AND COMMUNITY LIAISON PROGRAM (OVER 2,500 HOUSEHOLDS SERVED NATIONALLY). | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,046,681 | ExpenseAmt |
| Grant | $2,223,500 | GrantAmt |
| Revenue | $539,992 | RevenueAmt |
| Desc | PLANNING: URBAN STRATEGIES WORKS WITH RESIDENTS, DEVELOPERS, LOCAL SERVICE PROVIDERS, FUNDERS, AND OTHER STAKEHOLDERS TO PLAN MIXED-INCOME HOUSING REVITALIZATION PROJECTS WITH PHYSICAL, SOCIAL SERVICE, AND ECONOMIC DEVELOPMENT COMPONENTS. URBAN STRATEGIES DEVELOPS HUMAN CAPITAL PLANS THAT INTEGRATE SOCIAL SERVICE SUPPORT INTO THE PHYSICAL REDEVELOPMENTS OF COMMUNITIES AND MATCH LOCAL, STATE, FEDERAL AND PRIVATE RESOURCES TO THOSE EFFORTS. IN 2013, URBAN STRATEGIES MADE A GRANT OF $2,223,500 IN CONNECTION WITH A FUNDRAISING EFFORT FOR AN EARLY CHILDHOOD CENTER. THE EFFORT GENERATED INCOMING CONTRIBTUIONS OF A LIKE AMOUNT DURING 2012 AND 2013. PLANNING EXPENSES FROM OTHER ONGOING ACTIVITIES IN 2013 WERE $823,181. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $552,620 | ExpenseAmt |
| Grant | $550,370 | GrantAmt |
| Revenue | $306,006 | RevenueAmt |
| Desc | AFFORDABLE HOUSING - INTERESTAFFORDABLE HOUSING - LOAN ABATEMENTSPOLICY DEVELOPMENT - URBAN SUPPORTS THE CONTINUAL DEVELOPMENT AND REFINEMENT OF POLICY IN THE AREAS OF HOUSING AND URBAN DEVELOPMENT, AT THE FEDERAL, STATE, AND LOCAL LEVEL.AFFORDABLE HOUSING DEVELOPMENT - URBAN SERVES AS LENDER TO 12 AFFORDABLE HOUSING SITES IN ST. LOUIS AND KANSAS CITY THROUGH THE MISSOURI HOUSING DEVELOPMENT COMMISSION'S AFFORDABLE HOUSING ASSISTANCE PROGRAM (AHAP), WHICH COLLECTIVELY HOUSE APPROXIMATELY 1,600 HOUSEHOLDS.ASSISTANCE TO OTHER ORGANIZATIONS - MISCELLANEOUS DONATIONS MADE TO ORGANIZATIONS URBAN STRATEGIES WORKS WITH. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $552,620 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $550,370 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $306,006 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $9,089,399 | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 116 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 84 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDRA MOORE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3144214200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 OLIVE SUITE 2600 | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63101 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| RICHARD D BARON | ||||||
| BOARD CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HILLARY B ZIMMERMAN | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CARL LANG | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KARLA MCLUCAS | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PAUL C BROPHY | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CARRIE VAN SYCKEL | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL SHERRADEN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SANDRA M MOORE | ||||||
| PRESIDENT | 60.00 | Yes (X) | $215,027 | $0 | $33,730 | |
| ESTHER UNBONG SHIN | ||||||
| SENIOR VICE PRESIDENT | 60.00 | Yes (X) | $109,778 | $0 | $3,496 | |
| M WADE BAUGHMAN | ||||||
| SR VP & GENERAL COUNSEL | 50.00 | Yes (X) | $96,022 | $0 | $9,544 | |
| TERRY FRIEDHOFF | ||||||
| DIRECTOR OF FINANCE | 50.00 | Yes (X) | $67,097 | $0 | $4,058 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $487,924 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $50,828 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CONEYBEARE INC | |||||
| 2003 N BROADWAY | SANTA ANA | CA | 92706 | EMPLOYMENT | $223,388 |
| YOUTH EMPOWERMENT PROJECT | |||||
| 1600 ORETHA CASTLE HALEY BOULEVARD | NEW ORLEANS | LA | 70113 | PROGRAMMING | $104,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $477,224 | GovernmentGrantsAmt |
| All Other Contributions | $1,420,506 | AllOtherContributionsAmt |
| Total Contributions | $1,897,730 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INTEGRATED SERVICE DEL | 624200 | $4,279,487 | $4,279,487 |
| LEADERSHIP / SUSTAIN. | 624200 | $947,656 | $947,656 |
| PLANNNG | 624200 | $539,992 | $539,992 |
| INTEREST | 531390 | $306,006 | $306,006 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,073,141 | TotalProgramServiceRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| REIMBURSEMENT OF EXP. | 900099 | $355,500 | $355,500 |
| AMORTIZATION INCOME | 531390 | $122,598 | $122,598 |
| MISCELLANEOUS INCOME | 624200 | $5,585 | $5,585 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $483,683 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,454,554 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,073,141 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $483,683 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,773,870 | TotalAmt |
| Program Services | $2,773,870 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $538,751 | TotalAmt |
| Program Services | $410,158 | ProgramServicesAmt |
| Management And General | $104,837 | ManagementAndGeneralAmt |
| Fundraising | $23,756 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,041,248 | TotalAmt |
| Program Services | $2,866,061 | ProgramServicesAmt |
| Management And General | $142,803 | ManagementAndGeneralAmt |
| Fundraising | $32,384 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,017 | TotalAmt |
| Program Services | $58,178 | ProgramServicesAmt |
| Management And General | $6,486 | ManagementAndGeneralAmt |
| Fundraising | $1,353 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,252 | TotalAmt |
| Program Services | $266,356 | ProgramServicesAmt |
| Management And General | $12,861 | ManagementAndGeneralAmt |
| Fundraising | $3,035 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,786 | TotalAmt |
| Program Services | $227,110 | ProgramServicesAmt |
| Management And General | $18,485 | ManagementAndGeneralAmt |
| Fundraising | $4,191 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,147 | TotalAmt |
| Program Services | $38,882 | ProgramServicesAmt |
| Management And General | $9,999 | ManagementAndGeneralAmt |
| Fundraising | $2,266 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,870 | TotalAmt |
| Program Services | $44,753 | ProgramServicesAmt |
| Management And General | $11,509 | ManagementAndGeneralAmt |
| Fundraising | $2,608 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,856 | TotalAmt |
| Program Services | $53,104 | ProgramServicesAmt |
| Management And General | $13,657 | ManagementAndGeneralAmt |
| Fundraising | $3,095 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,606 | TotalAmt |
| Program Services | $223,835 | ProgramServicesAmt |
| Management And General | $25,896 | ManagementAndGeneralAmt |
| Fundraising | $5,875 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,731 | TotalAmt |
| Program Services | $6,042 | ProgramServicesAmt |
| Management And General | $1,377 | ManagementAndGeneralAmt |
| Fundraising | $312 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,250 | TotalAmt |
| Program Services | $164,336 | ProgramServicesAmt |
| Management And General | $1,560 | ManagementAndGeneralAmt |
| Fundraising | $354 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,570 | TotalAmt |
| Program Services | $56,169 | ProgramServicesAmt |
| Management And General | $14,185 | ManagementAndGeneralAmt |
| Fundraising | $3,216 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,608 | TotalAmt |
| Program Services | $252,075 | ProgramServicesAmt |
| Management And General | $9,402 | ManagementAndGeneralAmt |
| Fundraising | $2,131 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,037 | TotalAmt |
| Program Services | $7,630 | ProgramServicesAmt |
| Management And General | $1,962 | ManagementAndGeneralAmt |
| Fundraising | $445 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,292 | TotalAmt |
| Program Services | $52,458 | ProgramServicesAmt |
| Management And General | $7,201 | ManagementAndGeneralAmt |
| Fundraising | $1,633 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COMMUNITY CENTER SUP. | $1,389,720 | $1,389,720 | ||
| BAD DEBT EXPENSE | $295,004 | $295,004 | ||
| TELEPHONE | $62,387 | $59,038 | $2,730 | $619 |
| LEASES | $61,951 | $61,951 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,794 | TotalAmt |
| Program Services | $77,673 | ProgramServicesAmt |
| Management And General | $12,328 | ManagementAndGeneralAmt |
| Fundraising | $2,793 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,871,747 | TotalAmt |
| Program Services | $9,089,399 | ProgramServicesAmt |
| Management And General | $692,282 | ManagementAndGeneralAmt |
| Fundraising | $90,066 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $88,405 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,906 | BOYAmt |
| EOY | $208,207 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,180,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,386,327 | BOYAmt |
| EOY | $1,920,681 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $74,046 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,800 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,283 | BOYAmt |
| EOY | $37,246 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,745,694 | BOYAmt |
| EOY | $3,709,822 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,345 | BOYAmt |
| EOY | $2,025 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,612,555 | BOYAmt |
| EOY | $5,966,386 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $630,940 | BOYAmt |
| EOY | $1,206,388 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,000 | BOYAmt |
| EOY | $250,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $429,133 | BOYAmt |
| EOY | $435,868 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,460,073 | BOYAmt |
| EOY | $1,892,256 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,559,518 | BOYAmt |
| EOY | $3,250,509 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,592,964 | BOYAmt |
| EOY | $823,621 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,152,482 | BOYAmt |
| EOY | $4,074,130 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,612,555 | BOYAmt |
| EOY | $5,966,386 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,417,193 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $338,841 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,163,320 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,417,362 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,543,499 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,007,332 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,253,230 | CurrentTaxYearAmt |
| Total | $12,384,743 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,215,642 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,874,437 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,045,719 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,831,557 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,767,135 | CurrentTaxYearAmt |
| Total | $19,734,490 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,378,962 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,291,799 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,589,218 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,838,889 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,020,365 | CurrentTaxYearAmt |
| Total | $32,119,233 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,945,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,845,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $500,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,275,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $242,000 | CurrentTaxYearAmt |
| Total | $5,807,000 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $200,824 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $421,461 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,507,552 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,090,924 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,885,715 | CurrentTaxYearAmt |
| Total | $7,106,476 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,145,824 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,266,461 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,007,552 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,365,924 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,127,715 | CurrentTaxYearAmt |
| Total | $12,913,476 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $19,205,757 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $268,224 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $306,013 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $306,739 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $305,922 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $306,006 | CurrentTaxYearAmt |
| Total | $1,492,904 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $268,224 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $306,013 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $306,739 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $305,922 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $306,006 | CurrentTaxYearAmt |
| Total | $1,492,904 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,647,186 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,597,812 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,895,957 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,144,811 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,326,371 | CurrentTaxYearAmt |
| Total | $33,612,137 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.57140 | PublicSupportCY509Pct |
| Public Support PY509 | 0.48280 | PublicSupportPY509Pct |
| Investment Income CY | 0.04440 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03750 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,202 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,150 | DepreciationAmt |
| Book Value | $4,052 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,844 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,650 | DepreciationAmt |
| Book Value | $33,194 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $37,246 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INTEREST RECEIVABLE | $800,919 | F |
| DEVELOPMENT LOANS | $2,908,903 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $3,709,822 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO MBS & AFFILIATES | Desc |
| Amt | $435,868 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $435,868 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $8,243,025 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | -$211,529 | OtherRevenueAmt |
| Revenue Not Reported | -$211,529 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,454,554 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,454,554 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,321,377 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$338,841 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$338,841 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,660,218 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $211,529 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $211,529 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,871,747 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FORGIVENESS OF INTEREST -211,529. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RESERVE INCREASE ON NOTES RECEIVABLE (PROGRAN RELATED LOANS) -338,841. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FORGIVENESS OF INTEREST 211,529. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|
| EICHELBERGER PTRS #19 (NEIGH RENEWAL PTRS) | |||||||
| 5825 GRAVOIS | ST LOUIS | MO | 63116 | 731677907 | $159,038 | AFFORDABLE HOUSING - HOUSING | |
| EICHELBERGER PTRS #1 (NEIGH RENEWAL PTRS) | |||||||
| 5825 GRAVOIS | ST LOUIS | MO | 63116 | 731677907 | $262,727 | AFFORDABLE HOUSING - HOUSING | |
| EICHELBERGER PTRS #2 (NEIGH RENEWAL PTRS) | |||||||
| 5825 GRAVOIS | ST LOUIS | MO | 63116 | 731677907 | $128,605 | AFFORDABLE HOUSING - HOUSING | |
| FRIENDS OF FLANCE CENTER | |||||||
| 720 OLIVE STREET SUITE 2500 | ST LOUIS | MO | 63101 | 461721707 | $2,223,500 | CAPITAL CAMPAIGN FOR THE CONSTRUCTION OF THE I JEROME AND ROSEMARY FLANCE EARLY CHILDHOOD CENTER AT MURPHY PARK | 501(C)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MAKES GRANTS ON A LIMITED BASIS TO SUPPORT PROJECTS THAT FALL CLEARLY WITHIN THE SCOPE OF THE ORGANIZATION'S MISSION AND PURPOSE, ARE INTEGRAL TO ACHIEVING A SPECIFIC PURPOSE, WHEN FUNDS ARE AVAILABLE FROM A FUNDER WHO HAS GRANTED THE ORGANIZATION THE DISCRETION TO USE THE FUNDS TO MAKE A GRANT TO A THIRD PARTY. WHEN THE ORGANIZATION RECEIVES A REQUEST FOR A GRANT, IT CAREFULLY EVALUATES THE QUALIFICATIONS OF THE PROPOSED GRANTEE, THE PURPOSE OF THE PROJECT, AND THE LIKELIHOOD THAT THE PROJECT WILL BE COMPLETED IF THE GRANT IS PROVIDED. THE ORGANIZATION ENTERS INTO A WRITTEN AGREEMENT SPECIFYING THE TERMS ON WHICH THE GRANT IS MADE AND MONITORS THE USE OF THE FUNDS THROUGH REGULAR CONTACT AND COLLABORATION WITH THE GRANTEE TO ENSURE USE IN ACCORDANCE WITH THAT AGREEMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDRA M MOORE | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $190,027 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $25,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $5,424 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $28,306 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $248,757 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | FIRST CLASS TRAVEL IS PROVIDED TO THE PRESIDENT AS A FREE UPGRADE BY THE AIRLINES OR IN CASES WHEN THE TRIP IS LONGER THAN 3 HOURS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| MCCORMACK BARON SALAZAR | |||
| ENTITY OFFICER IS A DIRECTOR | $15,273 | COMMUNITY AND SUPPORT SERIVES | 0 |
| MCCORMACK BARON RAGAN | |||
| ENTITY OFFICER IS A DIRECTOR | $915,244 | PROGRAM SERVICES TO RESIDENTS | 0 |
| MCCORMACK BARON SALAZAR | |||
| ENTITY OFFICER IS A DIRECTOR | $33,270 | NEW BUSINESS SERVICES | 0 |
| MCCORMACK BARON SALAZAR (MBS) AFFILIATES | |||
| SEE PART V | $2,869,264 | COMMUNITY AND SUPPORT SERVICES | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L PART IV | FormAndLineReferenceDesc |
| Explanation | COMMUNITY AND SUPPORT SERVICES ARE PROVIDED TO LOCAL RESIDENTS. URBAN STRATEGIES RECEIVED FUNDING FOR THESE SERVICES VIA REAL ESTATE PARTNERSHIPS THAT MAY GENERALLY BE CONSIDERED AFFILIATES OF MCCORMACK BARON SALAZAR(MBS), HOWEVER, THERE IS NO SIGNIFICANT OWNERSHIP OF THE PARTNERSHIPS BY MBS. THEREFORE, URBAN STRATEGIES IS VOLUNTARILY DISCLOSING THESE ARRANGEMENTS IN THE AGGREGATE AS APPLICABLE BUSINESS TRANSACTIONS EVEN THOUGH IT MAY NOT BE REQUIRED TO DO SO. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | URBAN STRATEGIES INC. BOARD MEMBERS RICHARD BARON AND HILLARY ZIMMERMAN SHARE A BUSINESS RELATIONSHIP AS OFFICERS OF MCCORMACK BARON SALAZAR. HILLARY ZIMMERMAN IS EMPLOYED BY MBA PROPERTIES, OF WHICH RICHARD BARON IS A MAJOR STAKEHOLDER. RICHARD BARON AND HILLARY ZIMMERMAN ARE OFFICERS, DIRECTORS, AND SHAREHOLDERS OF MBA PROPERTIES, WHICH WHOLLY OWNS MCCORMACK BARON SALAZAR AND MCCORMACK BARON RAGAN, WITH WHICH THE ORGANIZATION DOES BUSINESS. RICHARD BARON IS A DIRECTOR OF US MEMPHIS HOPE, INC., OF WHICH S. MOORE IS AN OFFICER AND WHICH DOES BUSINESS WITH URBAN STRATEGIES. CARL LANG IS A MEMBER OF THE LAW FIRM ROSENBLUM, GOLDENHERSH, SILVERSTEIN AND ZAFFT, WHICH DOES LEGAL WORK FOR MCCORMACK BARON SALAZAR, MCCORMACK BARON RAGAN AND, ON A LIMITED BASIS, URBAN STRATEGIES. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 WILL BE SENT TO ALL DIRECTORS PRIOR TO THE FILING DEADLINE FOR REVIEW AND QUESTIONS. QUESTIONS WILL BE ADDRESSED BY THE PRESIDENT, COO AND/OR SENIOR ACCOUNTANT. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT THE FIRST BOARD MEETING OF EACH YEAR, THE DIRECTORS ARE ASKED TO REVIEW AND COMPLETE DISCLOSURE FORMS AND THERE IS AN OPPORTUNITY FOR DISCUSSION OF ANY FINANCIAL INTERESTS THAT ARE DISCLOSED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT'S COMPENSATION IS DETERMINED BY THE CHAIRPERSON OF THE BOARD IN CONSULTATION WITH THE OTHER BOARD MEMBERS. THE PROCESS INVOLVES CONSIDERATION OF ANNUAL PERFORMANCE OBJECTIVES SET BY THE CHAIRPERSON IN CONSULTATION WITH THE OTHER BOARD MEMBERS AND DISCUSSED WITH THE PRESIDENT BY THE CHAIRPERSON. THESE OBJECTIVES ARE AGREED UPON IN A WRITTEN MEMO. AT THE END OF EACH REPORTING PERIOD, THE PRESIDENT PREPARES A REPORT FOR THE CHAIRPERSON DESCRIBING THE PRESIDENT'S PERFORMANCE AGAINST THESE OBJECTIVES. THE CHAIRPERSON THEN ANALYZES THIS INFORMATION, CONSULTS WITH THE OTHER BOARD MEMBERS, AND THEN SETS THE PRESIDENT'S COMPENSATION FOR THE NEXT YEAR. A RECORD OF THE COMPENSATION DECISION IS DOCUMENTED IN BOTH THE HUMAN RESOURCES DEPARTMENT AND THE CHAIRPERSON'S OWN PERSONNEL FILE FOR THE PRESIDENT. COMPENSATION FOR OTHER OFFICERS IS DETERMINED BY THE PRESIDENT AS PART OF THE FORMAL, ANNUAL PERFORMANCE EVALUATION PROCESS, WHICH INCLUDES COMPREHENSIVE WRITTEN PERFORMANCE EVALUATIONS WHICH ARE MAINTAINED IN THE HUMAN RESOURCES DEPARTMENT. THESE EVALUATIONS INCLUDE DISCUSSION AND DOCUMENTATION OF ACCOMPLISHMENTS, STRENGTHS, AND AREAS FOR IMPROVEMENT, GOALS FOR THE COMING YEAR, AND THE AMOUNT OF THE SALARY ADJUSTMENT, IF ANY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST. |
| FORM 990, PART XI, LINE 9: | FORGIVENESS OF PRINCIPAL ON NOTES RECEIVABLE 338,841. |
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