SPIRIT SERIES INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SPIRIT SERIES INC (EIN 20-3799463)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-01-17
- IRS object ID
- 201300179349300905
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2013-01-17T11:12:02-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954537885 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SINGER BURKE ZIMMER & BUTLER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6345 BALBOA BLVD 375 | AddressLine1 |
| City | ENCINO | City |
| State | CA | State |
| ZIP Code | 913169515 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203799463 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPIRIT SERIES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SPIR | NameControl |
| Phone | 3108995528 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SINGER 6345 BALBOA BL 375 | AddressLine1 |
| City | ENCINO | City |
| State | CA | State |
| ZIP Code | 91316 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD STRAUSS | Name |
| Title | PRESIDENT | Title |
| Phone | 3108995528 | Phone |
| Date Signed | 2012-11-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MATTHEW A BURKE | Name |
| PTIN | P00061657 | PTIN |
| Phone | 8187741000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RICHARD STRAUSS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 SAN VICENTE BL 310 | AddressLine1 |
| City | SANTA MONICA | City |
| State | CA | State |
| ZIP Code | 90402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 314260 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SPIRITSERIES.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2005 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE CORE LITERACY AND VALUES EDUCATION TO PRE-TEENS AND YOUNG ADOLESCENTS IN PUBLIC AND CHARTER SCHOOLS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Nbr Volunteers | 46 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 324392 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 223262 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 126077 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 90998 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 450469 | TotalRevenuePriorYear |
| Total Revenue Current Year | 314260 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 205277 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 220934 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 39310 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 209290 | OtherExpensePriorYear |
| Other Expenses Current Year | 109104 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 414567 | TotalExpensesPriorYear |
| Total Expenses Current Year | 330038 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 35902 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -15778 | RevenuesLessExpensesCY |
| Total Assets BOY | 148557 | TotalAssetsBOY |
| Total Assets EOY | 141203 | TotalAssetsEOY |
| Total Liabilities BOY | 10758 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 19182 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 137799 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 122021 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE CORE LITERACY AND VALUES EDUCATION TO PRE-TEENS AND YOUNG ADOLESCENTS IN PUBLIC AND CHARTER SCHOOLS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 269071 | Expense |
| Grants | 177285 | Grants |
| Revenue | 90998 | Revenue |
| Description | SPIRIT SERIES -- A RIGOROUS, THREE-WEEK DRAMA-BASED LITERACY & VALUES INTERVENTION -- SERVED 3264 FOURTH THROUGH EIGHTH GRADE STUDENTS IN 116 CLASSROOMS AT 28 PARTNER SCHOOLS IN LOS ANGELES AND BOSTON DURING THE 2011-12 ACADEMIC YEAR. OVER 11,620 ADDITIONAL STUDENTS EXPERIENCED ON-CAMPUS PERFORMANCES OF ONE OF THE PROGRAM'S SIX INSPIRING ONE-ACT BIOGRAPHICAL PLAYS, PARTICIPATING IN THE IN-DEPTH QUESTION AND ANSWER SUMMARY DISCUSSIONS THAT FOLLOWED EACH PERFORMANCE. OVER 100 CLASSROOM TEACHERS RECEIVED 15 HOURS OF INTENSIVE PROFESSIONAL DEVELOPMENT TRAINING AS THEY OBSERVED AND SUPPORTED THE SPIRIT SERIES TEACHING STAFF, MODELING BREAKTHROUGH TEACHING TECHNIQUES TO ENGAGE, EMPOWER AND INSPIRE UNDER-SERVED PUBLIC SCHOOL STUDENTS. THE ORGANIZATION'S CAPACITY WAS INCREASED BY $86,758 OF IN-KIND DONATED SERVICES. | Description |
| Total Program Service Expense | 269071 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 9 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 6 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD STRAUSS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3108995528 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 SAN VICENTE BLVD 310 | AddressLine1 |
| City | SANTA MONICA | City |
| State | CA | State |
| ZIP Code | 90402 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| RICHARD STRAUSS | |||||
| PRESIDENT | 65.00 | X | 57600 | 0 | 0 |
| CHARLES E MCCLUNG JR | |||||
| BOARD MEMBER EMERITUS | 0.00 | X | 0 | 0 | 0 |
| STEVEN SAVAGE | |||||
| CFO | 0.50 | X | 0 | 0 | 0 |
| LESLIE RACHEL STRAUSS | |||||
| SECRETARY | 50.00 | X | 27600 | 0 | 0 |
| MATTHEW BURKE | |||||
| BOARD TREASURER | 1.00 | X | 0 | 0 | 0 |
| FU-DING CHENG | |||||
| VICE - CHAIR | 3.00 | X | 0 | 0 | 0 |
| PAUL MICHAEL GLASER | |||||
| BOARD MEMBER EMERITUS | 0.00 | X | 0 | 0 | 0 |
| LANA AYEROFF BRODY | |||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 |
| JOHN MCPHERSON | |||||
| CHAIR | 2.50 | X | 0 | 0 | 0 |
| NORMAN KADERLAN | |||||
| BOARD MEMBER | 4.00 | X | 0 | 0 | 0 |
| JAN KINGAARD | |||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 |
| NORMAN GORIN | |||||
| BOARD MEMBER | 2.50 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 85200 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 8200 | GovernmentGrants |
| All Other Contributions | 215062 | AllOtherContributions |
| Noncash Contributions | 45977 | NoncashContributions |
| Total Contributions | 223262 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SCHOOL PARTICIPATION | 611710 | 86348 | 86348 |
| TRAINING FEES | 611710 | 4650 | 4650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 90998 | TotalProgramServiceRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 314260 | TotalRevenueColumn |
| Related Or Exempt Function Income | 90998 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98400 | Total |
| Program Services | 65616 | ProgramServices |
| Management And General | 10296 | ManagementAndGeneral |
| Fundraising | 22488 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107200 | Total |
| Program Services | 107200 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15334 | Total |
| Program Services | 12881 | ProgramServices |
| Management And General | 767 | ManagementAndGeneral |
| Fundraising | 1686 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 520 | Total |
| Management And General | 359 | ManagementAndGeneral |
| Fundraising | 161 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183 | Total |
| Program Services | 159 | ProgramServices |
| Management And General | 24 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5781 | Total |
| Program Services | 3359 | ProgramServices |
| Management And General | 1656 | ManagementAndGeneral |
| Fundraising | 766 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 230 | Total |
| Program Services | 184 | ProgramServices |
| Fundraising | 46 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27230 | Total |
| Program Services | 22873 | ProgramServices |
| Management And General | 2859 | ManagementAndGeneral |
| Fundraising | 1498 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3743 | Total |
| Program Services | 2994 | ProgramServices |
| Fundraising | 749 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 481 | Total |
| Management And General | 481 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14900 | Total |
| Program Services | 10506 | ProgramServices |
| Management And General | 4394 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3586 | Total |
| Program Services | 3586 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| PROGRAM MATERIALS | 12670 | 12670 | ||
| LICENSING FEES | 11817 | 11817 | ||
| FUNDRAISING | 9548 | 9548 | ||
| AUTO EXPENSE | 7362 | 6405 | 221 | 736 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11053 | Total |
| Program Services | 8821 | ProgramServices |
| Management And General | 85 | ManagementAndGeneral |
| Fundraising | 2147 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 330038 | Total |
| Program Services | 269071 | ProgramServices |
| Management And General | 21657 | ManagementAndGeneral |
| Fundraising | 39310 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21684 | BOY |
| EOY | 12737 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60733 | BOY |
| EOY | 31249 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 179705 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 82488 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66140 | BOY |
| EOY | 97217 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 148557 | BOY |
| EOY | 141203 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10758 | BOY |
| EOY | 19182 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10758 | BOY |
| EOY | 19182 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137799 | BOY |
| EOY | 122021 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137799 | BOY |
| EOY | 122021 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 148557 | BOY |
| EOY | 141203 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -15778 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 186422 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 260599 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 295684 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 324392 | CurrentTaxYearMinus1Year |
| Current Tax Year | 223262 | CurrentTaxYear |
| Total | 1290359 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 97698 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 86150 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 92292 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 126077 | CurrentTaxYearMinus1Year |
| Current Tax Year | 86348 | CurrentTaxYear |
| Total | 488565 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 284120 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 346749 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 387976 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 450469 | CurrentTaxYearMinus1Year |
| Current Tax Year | 309610 | CurrentTaxYear |
| Total | 1778924 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 60298 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 77430 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 150780 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 152020 | CurrentTaxYearMinus1Year |
| Current Tax Year | 44649 | CurrentTaxYear |
| Total | 485177 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 60298 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 77430 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 150780 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 152020 | CurrentTaxYearMinus1Year |
| Current Tax Year | 44649 | CurrentTaxYear |
| Total | 485177 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 1293747 | PublicSupportTotal509 |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 4650 | CurrentTaxYear |
| Total | 4650 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 284120 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 346749 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 387976 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 450469 | CurrentTaxYearMinus1Year |
| Current Tax Year | 314260 | CurrentTaxYear |
| Total | 1783574 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.72540 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.72620 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 58210 | OtherCostOrOtherBasis |
| Depreciation | 28876 | Depreciation |
| Book Value | 29334 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 121495 | OtherCostOrOtherBasis |
| Depreciation | 53612 | Depreciation |
| Book Value | 67883 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 97217 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SALARY PAYABLE - R. STAUSS | $6,000 |
| WFB LINE OF CREDIT | $6,457 |
| LICENSING FEE PAYABLE | $6,000 |
| OTHER PAYABLE - M. STRAUSS | $725 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 19182 | TotalOfAmounts |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | PROGRAM TRAINING MATERIALS | Description |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 45977 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV OF ASSETS CONTRIBUTED | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | RICHARD AND LESLIE STRAUSS ARE MARRIED. |
| FORM 990, PART VI, SECTION B, LINE 11 | DOCUMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT THE FIRST BOARD MEETING OF EACH CALENDAR YEAR, SPIRIT SERIES, INC. ASKS WHETHER BOARD MEMBERS AND KEY EMPLOYEES HAVE HAD ANY MATERIAL CHANGE IN THEIR PERSONAL CIRCUMSTANCES THAT WOULD CONSTITUTE A VIOLATION OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. ALL BOARD MEMBERS AND KEY EMPLOYEES ARE IN POSSESSION OF SAID POLICY, HAVE SIGNED IT, AND ARE EXPECTED TO REMAIN FAMILIAR WITH ITS CONTENTS. BOARD MEMBERS ARE REQUIRED TO RECUSE THEMSELVES WHEN ANY MATTERS COME BEFORE THE BOARD FOR WHICH THEY STAND TO GAIN FINANCIALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR AND CO-DIRECTOR INCLUDES REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS AFTER CONSIDERATION OF ALL RELEVANT COMPARABILITY DATA. SUBSTANTIATION OF THE DELIBERATION AND DECISION IS RECORDED IN THE MEETING'S BOARD MINUTES WHICH ARE THEN APPROVED AT THE NEXT MEETING OF THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. |
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