WHEELER CLINIC INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WHEELER CLINIC INC (EIN 06-0867065)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-12
- IRS object ID
- 201300439349300615
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-12T08:55:53-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060903326 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTLESEY & HADLEY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 147 CHARTER OAK AVE | AddressLine1 |
| City | HARTFORD | City |
| State | CT | State |
| ZIP Code | 061065100 | 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 | 060867065 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHEELER CLINIC INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WHEE | NameControl |
| Phone | 8607933500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 91 NORTHWEST DRIVE | AddressLine1 |
| City | PLAINVILLE | City |
| State | CT | State |
| ZIP Code | 06062 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEWART JOSLIN | Name |
| Title | CFO | Title |
| Phone | 8607933500 | Phone |
| Date Signed | 2013-02-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD S JASON | Name |
| PTIN | P00634355 | PTIN |
| Phone | 8605223111 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STEWART JOSLIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 91 NORTHWEST DRIVE | AddressLine1 |
| City | PLAINVILLE | City |
| State | CT | State |
| ZIP Code | 06062 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 53454590 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WHEELERCLINIC.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1968 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | WHEELER CLINIC, INC. PROVIDES A WIDE RANGE OF MENTAL HEALTH, SUBSTANCE ABUSE, SOCIAL, AND EDUCATIONAL SERVICES TO CHILDREN, ADULTS, AND FAMILIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 977 | TotalNbrEmployees |
| Total Nbr Volunteers | 60 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 29170650 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 31287622 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 19936347 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 21365431 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 323470 | InvestmentIncomePriorYear |
| Investment Income Current Year | 383764 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 40403 | OtherRevenuePriorYear |
| Other Revenue Current Year | 150729 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 49470870 | TotalRevenuePriorYear |
| Total Revenue Current Year | 53187546 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 667882 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 884736 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 38076247 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 39308493 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 211508 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9669147 | OtherExpensePriorYear |
| Other Expenses Current Year | 10619868 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 48413276 | TotalExpensesPriorYear |
| Total Expenses Current Year | 50813097 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1057594 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2374449 | RevenuesLessExpensesCY |
| Total Assets BOY | 30483272 | TotalAssetsBOY |
| Total Assets EOY | 33713927 | TotalAssetsEOY |
| Total Liabilities BOY | 7894866 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8834051 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 22588406 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 24879876 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | WHEELER CLINIC, INC. PROVIDES A WIDE RANGE OF MENTAL HEALTH, SUBSTANCE ABUSE, SOCIAL, AND EDUCATIONAL SERVICES TO CHILDREN, ADULTS, AND FAMILIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 10951480 | Expense |
| Grants | 0 | Grants |
| Revenue | 13153850 | Revenue |
| Description | CHILDREN'S EDUCATIONAL SERVICES - NORTHWEST VILLAGE SCHOOL AND THE ACADEMY, SPECIAL EDUCATION SERVICES FOR CHILDREN AND ADOLESCENTS WITH SERIOUS BEHAVIOR CHALLENGES WHO ARE REFERRED BY PUBLIC SCHOOLS FROM 50 TOWNS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10222531 | Expense |
| Grants | 184279 | Grants |
| Revenue | 3402912 | Revenue |
| Description | ADULT SERVICES - MENTAL HEALTH AND SUBSTANCE ABUSE RECOVERY OUTPATIENT AND INTENSIVE OUTPATIENT SERVICES, CRISIS INTERVENTION, ALTERNATIVE INCARCERATION, FAMILY VIOLENCE AND PRETRIAL INTERVENTION PROGRAMS, AS WELL AS PREVENTION, INTERVENTION AND TRAINING RESOURCES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10741783 | Expense |
| Grants | 354440 | Grants |
| Revenue | 4361814 | Revenue |
| Description | CHILDREN'S OUTPATIENT AND COMMUNITY BASED SERVICES - OUTPATIENT AND COMMUNITY-BASED BEHAVIORAL HEALTH SUPPORT FOR CHILDREN AND FAMILIES INCLUDING MOBILE CRISIS AND INTENSIVE, IN-HOME SERVICES, CHILD GUIDANCE CLINIC AND OTHER OUTPATIENT SERVICES. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 12312565 | Expense |
| Grants | 189083 | Grants |
| Revenue | 446855 | Revenue |
| Description | CHILDREN'S RESIDENTIAL SERVICES - HOME-LIKE ENVIRONMENT FOR CHILDREN WITH BEHAVIORAL HEALTH CHALLENGES AND CHILDREN WHO HAVE BEEN REMOVED FROM THEIR HOMES DUE TO ABUSE OR NEGLECT, EARLY CHILDHOOD SERVICES AS WELL AS CLINICAL SERVICES FOR SPECIAL EDUCATIONAL STUDENTS.EXPENSES $6,664,482 INCLUDING GRANTS OF $88,424 REVENUE $293,213COMMUNITY BASED FAMILY SERVICES - COMMUNITY SERVICES FOR CHILDREN, ADOLESCENTS, AND FAMILIES INCLUDING INTENSIVE IN-HOME PROGRAMS, JUVENILE JUSTICE, FOSTER CARE AND CHILD WELFARE SERVICES.EXPENSES $5,648,083 INCLUDING GRANTS OF $100,659 REVENUE $153,642 | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 12312565 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 189083 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 446855 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 44228359 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | 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 | 1 | 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 | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | 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 | 0 | 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 | 75 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 977 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | 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 | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MS SUSAN WALKAMA PRESIDENT & CEO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8607933500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 91 NORTHWEST DRIVE | AddressLine1 |
| City | PLAINVILLE | City |
| State | CT | State |
| ZIP Code | 06062 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| JEFFREY J LOUREIRO | |||||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | |||
| STEVEN LEFEBVRE | |||||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | |||
| RAYMOND J ARROYO | |||||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |||
| STEVEN A BISCOGLIO | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| COURTNEY BOURNS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| LORI BRANTNER | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| LAUREL S DILLON | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| CHERYL HARRIS FORBES | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| WILLIAM D GOMBATZ | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| NICOLE M RANDALL | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| JANE TEDDER EDD | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| DIANA LEVSKEY | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| GARY THOMAS | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| WILLIAM J TORRES | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| RICHARD E CARTLAND | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| CHRISTINE SKELLY | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| KENNETH FREEMAN | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| PIERRE RICHARD | |||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||||
| SUSAN WALKAMA | |||||||||
| PRESIDENT AND CEO | 40.00 | X | 300402 | 0 | 36592 | ||||
| STEVEN SPECTOR | |||||||||
| VICE PRESIDENT | 40.00 | 260720 | 0 | 18438 | X | ||||
| TODD H PINTER | |||||||||
| MEDICAL DIRECTOR | 40.00 | 216236 | 0 | 7091 | X | ||||
| RICHARD MILLER | |||||||||
| MEDICAL DIRECTOR | 25.00 | 160613 | 0 | 23079 | X | ||||
| MICHAEL F RUSSO | |||||||||
| VICE PRESIDENT CONGREGATE | 40.00 | 149132 | 0 | 27884 | X | ||||
| WENDY FUCHS | |||||||||
| CHIEF BUSINESS DEVELOPMENT OFFICER | 40.00 | 138180 | 0 | 27647 | X | ||||
| NICOLANGELO SCIBELLI | |||||||||
| VICE PRESIDENT ADULT SERVI | 40.00 | 135804 | 0 | 20362 | X | ||||
| CARLOTA GRATE | |||||||||
| FORMER CHIEF FINANCIAL OFFICER | 40.00 | 142415 | 0 | 16917 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1503502 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 178010 | TotalOtherCompensation |
| Number Individuals GT100 K | 18 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CHILD GUIDANCE CLINIC FOR CENTRAL CT | |||||
| 384 PRATT STREET SUITE 1 | MERIDEN | CT | 06450 | CLINICIAN SERVICES | 229172 |
| DR GURENDER SAHANI | |||||
| 43 WEST HILLS DRIVE | AVON | CT | 06001 | PSYCHIATRIC SERVICES | 170857 |
| ADAMS & KNIGHT | |||||
| 80 AVON MEADOWS LANE | AVON | CT | 06001 | DESIGNING DEVELOPMENT OF WEBSITE AND BRA | 137875 |
| AUTOMATIC DATA PROCESSING | |||||
| PO BOX 842875 | BOSTON | MA | 022842875 | PREPARING AND SERVICING WEEKLY PAYROLL | 117163 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Government Grants | 31165921 | GovernmentGrants |
| All Other Contributions | 121701 | AllOtherContributions |
| Total Contributions | 31287622 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEE FOR SERVICE | Description |
| Business Code | 621300 | BusinessCode |
| Total Revenue Column | 21365431 | TotalRevenueColumn |
| Related Or Exempt Function Income | 21365431 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 21365431 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 371131 | TotalRevenueColumn |
| Exclusion | $371,131 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 200307 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 187674 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12633 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12633 | TotalRevenueColumn |
| Exclusion | $12,633 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 230099 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 79370 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 150729 | TotalRevenueColumn |
| Exclusion | $150,729 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 53187546 | TotalRevenueColumn |
| Related Or Exempt Function Income | 21365431 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $534,493 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 884736 | Total |
| Program Services | 884736 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 714848 | Total |
| Management And General | 714848 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30375647 | Total |
| Program Services | 27679405 | ProgramServices |
| Management And General | 2571820 | ManagementAndGeneral |
| Fundraising | 124422 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1209297 | Total |
| Program Services | 1061339 | ProgramServices |
| Management And General | 142257 | ManagementAndGeneral |
| Fundraising | 5701 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4479191 | Total |
| Program Services | 3797694 | ProgramServices |
| Management And General | 665542 | ManagementAndGeneral |
| Fundraising | 15955 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2529510 | Total |
| Program Services | 2255989 | ProgramServices |
| Management And General | 264432 | ManagementAndGeneral |
| Fundraising | 9089 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2392769 | Total |
| Program Services | 1611587 | ProgramServices |
| Management And General | 765253 | ManagementAndGeneral |
| Fundraising | 15929 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 917951 | Total |
| Program Services | 840351 | ProgramServices |
| Management And General | 73983 | ManagementAndGeneral |
| Fundraising | 3617 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81685 | Total |
| Program Services | 81170 | ProgramServices |
| Management And General | 491 | ManagementAndGeneral |
| Fundraising | 24 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 776230 | Total |
| Program Services | 527471 | ProgramServices |
| Management And General | 247613 | ManagementAndGeneral |
| Fundraising | 1146 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROGRAM OPERATING SUPPL | 5613695 | 4680576 | 897560 | 35559 |
| TRAVEL AND TRAINING | 837538 | 808041 | 29431 | 66 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50813097 | Total |
| Program Services | 44228359 | ProgramServices |
| Management And General | 6373230 | ManagementAndGeneral |
| Fundraising | 211508 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 480156 | BOY |
| EOY | 334738 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5418603 | BOY |
| EOY | 8381614 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1174311 | BOY |
| EOY | 1292827 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1134344 | BOY |
| EOY | 1822262 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 315594 | BOY |
| EOY | 366632 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 14409835 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9052280 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5822273 | BOY |
| EOY | 5357555 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16137991 | BOY |
| EOY | 16158299 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30483272 | BOY |
| EOY | 33713927 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4859310 | BOY |
| EOY | 5687008 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1609003 | BOY |
| EOY | 1818058 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1426553 | BOY |
| EOY | 1328985 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7894866 | BOY |
| EOY | 8834051 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22341980 | BOY |
| EOY | 24619253 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80555 | BOY |
| EOY | 94067 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165871 | BOY |
| EOY | 166556 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22588406 | BOY |
| EOY | 24879876 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30483272 | BOY |
| EOY | 33713927 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2374449 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -82979 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23174926 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28158105 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 28777800 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29170650 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31287622 | CurrentTaxYear |
| Total | 140569103 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23174926 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28158105 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 28777800 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29170650 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31287622 | CurrentTaxYear |
| Total | 140569103 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 140569103 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 418140 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 253283 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 243654 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 323470 | CurrentTaxYearMinus1Year |
| Current Tax Year | 383764 | CurrentTaxYear |
| Total | 1622311 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 142191414 | TotalSupport |
| Gross Receipts From Admissions Etc | 21365432 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.98860 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.98730 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $29,914 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 29914 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15619537 | BeginningOfYearBalance |
| Contributions | -38 | Contributions |
| Investment Earnings Or Losses | 145431 | InvestmentEarningsOrLosses |
| Administrative Expenses | 53037 | AdministrativeExpenses |
| End Of Year Balance | 15711893 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9758103 | BeginningOfYearBalance |
| Contributions | 3999530 | Contributions |
| Investment Earnings Or Losses | 1898439 | InvestmentEarningsOrLosses |
| Administrative Expenses | 36535 | AdministrativeExpenses |
| End Of Year Balance | 15619537 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8619757 | BeginningOfYearBalance |
| Contributions | 131511 | Contributions |
| Investment Earnings Or Losses | 1036951 | InvestmentEarningsOrLosses |
| Administrative Expenses | 30116 | AdministrativeExpenses |
| End Of Year Balance | 9758103 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10405204 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -1761518 | InvestmentEarningsOrLosses |
| Administrative Expenses | 23929 | AdministrativeExpenses |
| End Of Year Balance | 8619757 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 691925 | OtherCostOrOtherBasis |
| Book Value | 691925 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8412937 | OtherCostOrOtherBasis |
| Depreciation | 4904723 | Depreciation |
| Book Value | 3508214 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5244418 | OtherCostOrOtherBasis |
| Depreciation | 4147557 | Depreciation |
| Book Value | 1096861 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 60555 | OtherCostOrOtherBasis |
| Book Value | 60555 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5357555 | TotalOfBookValueLandBuildings |
| Total Revenue | 53187546 | TotalRevenue |
| Total Expenses | 50813097 | TotalExpenses |
| Excess Or Deficit For Year | 2374449 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -172272 | NetUnrealizedGLOnInvestments |
| Other | $89,293 | OtherAmount |
| Total Adjustments | -82979 | TotalAdjustments |
| Excess Or Deficit Per FS | 2291470 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 53104567 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -172272 | NetUnrealizedGainsInvestments |
| Other Revenues | 89293 | OtherRevenues |
| Revenue Not Rptd F990 | -82979 | RevenueNotRptdF990 |
| Revenue Subtotal | 53187546 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 53187546 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 50813097 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 50813097 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 50813097 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ORGANIZATION HAS IMPLEMENTED THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES USING CERTAIN PROVISIONS OF ASC 740, INCOME TAXES. USING THIS GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF JUNE 30, 2012 AND 2011, THE ASSOCIATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AND BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN IN ITS TAX RETURNS. CURRENTLY, THE ASSOCIATION'S FEDERAL INFORMATIONAL RETURNS FOR FISCAL YEARS 2008-2010 REMAIN OPEN TO INSPECTION BY THE IRS. |
| PART IV, LINE 11F: AS OF JUNE 30, 2012 AND 2011, THE CLINIC HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURES IN THE FINANCIAL STATEMENTS AND BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN IN ITS TAX RETURNS. PART V, LINE 4: IT IS THE POLICY OF THE CLINIC'S BOARD OF TRUSTEES TO DISTRIBUTE ANNUALLY 5% OF A TRAILING THREE CALENDAR YEAR AVERAGE OF THE BOARD DESIGNATED ENDOWMENT TOTAL ASSET VALUE, WITH THE UNDERSTANDING THAT THIS SPENDING RATE PLUS INFLATION WILL NOT NORMALLY EXCEED TOTAL REAL RETURN (RETURN NET OF INFLATION) FROM INVESTMENTS. ON THE RECOMMENDATION OF THE CHIEF EXECUTIVE OFFICER AND THE FINANCE COMMITTEE, THE BOARD OF TRUSTEES MAY APPROVE ADDITIONAL DISTRIBUTIONS FROM THE BOARD DESIGNATED ENDOWMENT FUND FOR INVESTMENTS IN NEW PROGRAMS OR FACILITIES OR OTHER URGENT CLINIC NEEDS. THE FINANCE COMMITTEE WILL PERIODICALLY REVIEW THE SPENDING POLICY AGAINST ACTUAL RETURNS IN ORDER TO MAKE ADJUSTMENTS NECESSARY FOR THE PRESERVATION OF PURCHASING POWER OF THE BOARD DESIGNATED ENDOWMENT FUND. PART XI, LINE 8 & PART XII LINE 2D - OTHER ADJUSTMENTS: POST RETIREMENT BENEFIT COST CHARGE REQUIRED BY ASC 715: 89,293 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF FUNDRAISER | NameOfEvent1 |
| Gross Receipts Event1 | 81957 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 81957 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 16661 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 10986 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 1253 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GALA | NameOfEvent2 |
| Gross Receipts Event2 | 148142 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 148142 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 3980 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 8199 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 26127 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 2000 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 10164 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 230099 | GrossReceiptsTotal |
| Gross Revenue Total Events | 230099 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 3980 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 24860 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 37113 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 2000 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 11417 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 79370 | DirectExpenseSummaryEvents |
| Net Income Summary | 150729 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (18 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| CHILD GUIDANCE CLINIC FOR CENTRAL CT INC | |||||||
| 384 PRATT STREET SUITE 1 | MERIDEN | CT | 06450 | 060726055 | 501(C)(3) | 250000 | ASSISTANCE USED TO PROVIDE EMERGENCY MOBILE PSYCHIATRIC SERVICES IN GREATER HARTFORD. THE SUBCONTRACTOR WILL PROVIDE CRISIS ASSESSMENT, LINKAGE, SUPPORT SERVICES AND STABILIZATION SERVICES TO CHILDREN, ADOLESCENTS AND FAMILIES REFERRED. |
| CITY OF NEW BRITAIN - NEW BRITAIN YOUTH AND FAMILY SERVICES | |||||||
| CITY HALL 27 WEST MAIN STREET | NEW BRITAIN | CT | 06051 | 066001874 | 104440 | THE PURPOSE OF THE GRANT IS TO ARRANGE AND DELIVER CARE COORDINATION SERVICES TO CHILDREN AND FAMILIES REFERRED THROUGH WHEELER CLINICS REFERRAL AND ADMISSION PROCESS. THE SUBCONTRACTOR DOES EXTENSIVE WORK WITH FAMILIES TO ASSESS, DEVELOP AND OVERSEE A COMPREHENSIVE PLAN OF CARE INCLUDING FORMAL, INFORMAL AND NATURAL SUPPORTS. CARE COORDINATORS PRACTICE HIGH FIDELITY WRAPAROUND PROCESSES IN WORKING WITH FAMILIES TO ASSESS THEIR STRENGTHS AND NEEDS. | |
| CONNECTICUT COLLEGE | |||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | 060646587 | 501(C)(3) | 42000 | ASSISTANCE USED FOR SUICIDE PREVENTION AND MENTAL HEALTH PROMOTION. REDUCE PERCENT OF UNDERAGE ALCOHOL USE AND HIGH-RISK ALCOHOL USE IN CAMPUS-COMMUNITY ENVIRONMENTS. |
| ERASE | |||||||
| 70 CANTERBURY STREET | EAST HARTFORD | CT | 06118 | 061313177 | 501(C)(3) | 22000 | REDUCE PERCENT OF UNDERAGE ALCOHOL USE AND HIGH-RISK ALCOHOL USE IN CAMPUS-COMMUNITY ENVIRONMENTS. |
| FAIRFIELD UNIVERSITY | |||||||
| 1073 NORTH BENSON ROAD | FAIRFIELD | CT | 06824 | 060646623 | 501(C)(3) | 32322 | REDUCE PERCENT OF UNDERAGE ALCOHOL USE AND HIGH-RISK ALCOHOL USE IN CAMPUS-COMMUNITY ENVIRONMENTS. |
| MCCALL FOUNDATIONNWCC | |||||||
| 58 HIGH STREET PO BOX 806 | TORRINGTON | CT | 06790 | 060961756 | 501(C)(3) | 21957 | REDUCE PERCENT OF UNDERAGE ALCOHOL USE AND HIGH-RISK ALCOHOL USE IN CAMPUS-COMMUNITY ENVIRONMENTS. |
| POSITIVE DIRECTIONSNCC | |||||||
| 420 POST ROAD WEST | WESTPORT | CT | 06880 | 060935732 | 501(C)(3) | 22000 | REDUCE PERCENT OF UNDERAGE ALCOHOL USE AND HIGH-RISK ALCOHOL USE IN CAMPUS-COMMUNITY ENVIRONMENTS. |
| SACRED HEART UNIVERSITY | |||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 068251000 | 060776644 | 501(C)(3) | 42000 | ASSISTANCE USED FOR SUICIDE PREVENTION AND MENTAL HEALTH PROMOTION. REDUCE PERCENT OF UNDERAGE ALCOHOL USE AND HIGH-RISK ALCOHOL USE IN CAMPUS-COMMUNITY ENVIRONMENTS. |
| SOUTHERN CONNECTICUT STATE UNIVERSITY | |||||||
| 501 CRESCENT STREET | NEW HAVEN | CT | 06515 | 061363115 | 501(C)(3) | 22000 | REDUCE PERCENT OF UNDERAGE ALCOHOL USE AND HIGH-RISK ALCOHOL USE IN CAMPUS-COMMUNITY ENVIRONMENTS. |
| UNIVERSITY OF CONNECTICUT - AVERY POINT REGIONAL CAMPUS | |||||||
| 438 WHITNEY ROAD EXTENSION | STORRS | CT | 06269 | 060772160 | 501(C)(3) | 22000 | REDUCE PERCENT OF UNDERAGE ALCOHOL USE AND HIGH-RISK ALCOHOL USE IN CAMPUS-COMMUNITY ENVIRONMENTS. |
| MANSFIELD COMMUNITY-CAMPUS PARTNERSHIP | |||||||
| 233 GLENBROOK ROAD UNIT 4062 | STORRS | CT | 06269 | 066002032 | 501(C)(3) | 22000 | REDUCE PERCENT OF UNDERAGE ALCOHOL USE AND HIGH-RISK ALCOHOL USE IN CAMPUS-COMMUNITY ENVIRONMENTS. |
| UNIVERSITY OF NEW HAVEN | |||||||
| 300 BOSTON POST ROAD | WEST HAVEN | CT | 06516 | 060761704 | 501(C)(3) | 19934 | REDUCE PERCENT OF UNDERAGE ALCOHOL USE AND HIGH-RISK ALCOHOL USE IN CAMPUS-COMMUNITY ENVIRONMENTS. |
| FAMILY LIFE EDUCATION INC | |||||||
| 30 ARBOR STREET SOUTH SUITE 102 | HARTFORD | CT | 06106 | 061262848 | 501(C)(3) | 53645 | ASSISTANCE USED TO ORGANIZE AND DELIVER SERVICES FOR THE COMMUNITY SUPPORT FOR FAMILIES IN DCF REGION 4. THE SERVICE WILL ENGAGE FAMILIES WHO HAVE RECEIVED A FAMILY ASSESSMENT RESPONSE FROM DCF AND CONNECT THEM TO CONCRETE, TRADITIONAL AND NON-TRADITIONAL RESOURCES AND SERVICES IN THE COMMUNITY. |
| HUMAN RESOURCES AGENCY OF NEW BRITAIN INC | |||||||
| 180 CLINTON STREET | NEW BRITAIN | CT | 06053 | 060954802 | 501(C)(3) | 47014 | ASSISTANCE IS USED TO ORGANIZE AND DELIVER SERVICES FOR THE COMMUNITY SUPPORT FOR FAMILIES IN DCF REGION 6. THE SERVICE WILL ENGAGE FAMILIES WHO HAVE RECEIVED A FAMILY ASSESSMENT RESPONSE FROM DCF AND CONNECT THEM TO CONCRETE, TRADITIONAL AND NON-TRADITIONAL RESOURCES AND SERVICES IN THE COMMUNITY. |
| YALE UNIVERSITY | |||||||
| PO BOX 208092 | NEW HAVEN | CT | 065208087 | 060646973 | 501(C)(3) | 33000 | ASSISTANCE IS USED TO PROVIDE TRAINING, CONSULTATIVE SERVICES, QUALITY ASSURANCE, DATA MANAGEMENT AND ANALYSIS ON THE FAMILY BASED RECOVERY MODEL. |
| MANCHESTER COMMUNITY COLLEGE | |||||||
| GREAT PATH MS 6 PO BOX 1046 | MANCHESTER | CT | 060451046 | 061269050 | 501(C)(3) | 20000 | ASSISTANCE USED FOR SUICIDE PREVENTION AND MENTAL HEALTH PROMOTION. |
| NORWALK COMMUNITY COLLEGE | |||||||
| 188 RICHARDS AVENUE | NORWALK | CT | 068541655 | 061425725 | 501(C)(3) | 20000 | ASSISTANCE USED FOR SUICIDE PREVENTION AND MENTAL HEALTH PROMOTION. |
| CHILD HEALTH AND DEVELOPMENT INSTITUTE OF CT INC | |||||||
| 270 FARMINGTON AVENUE | FARMINGTON | CT | 06032 | 061504725 | 501(C)(3) | 88424 | ASSISTANCE USED FOR TECHNICAL ASSISTANCE AND CQI ACTIVITIES FOR PROMISING STARTS PROJECT LAUNCH INITIATIVE. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 17 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: WHEELER CLINIC DEPARTMENT VICE PRESIDENTS MONITOR THE FULFILLMENT OF PROGRAM REQUIREMENTS. THE ORGANIZATIONS PROVIDE PERIODIC FINANCIAL UPDATES, WHICH ARE REVIEWED BY WHEELER CLINIC STAFF TO ENSURE THE FUNDS ARE SPENT ON THE TYPES OF EXPENSES NECESSARY AND APPROPRIATE TO MEET THE INTENDED PROGRAM NEEDS. ON AN ANNUAL BASIS THE ORGANIZATIONS AUDITED FINANCIAL STATEMENTS AND STATE SINGLE AUDIT REPORTS ARE REVIEWED BY WHEELER CLINIC STAFF. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN WALKAMA | |||||||||||||
| 300402 | 0 | 0 | 0 | 0 | 0 | 18033 | 0 | 18559 | 0 | 336994 | 0 | 0 | 0 |
| STEVEN SPECTOR | |||||||||||||
| 260720 | 0 | 0 | 0 | 0 | 0 | 947 | 0 | 17491 | 0 | 279158 | 0 | 0 | 0 |
| TODD H PINTER | |||||||||||||
| 216236 | 0 | 0 | 0 | 0 | 0 | 3176 | 0 | 3915 | 0 | 223327 | 0 | 0 | 0 |
| RICHARD MILLER | |||||||||||||
| 160613 | 0 | 0 | 0 | 0 | 0 | 2447 | 0 | 20632 | 0 | 183692 | 0 | 0 | 0 |
| MICHAEL F RUSSO | |||||||||||||
| 149132 | 0 | 0 | 0 | 0 | 0 | 6602 | 0 | 21282 | 0 | 177016 | 0 | 0 | 0 |
| WENDY FUCHS | |||||||||||||
| 138180 | 0 | 0 | 0 | 0 | 0 | 8495 | 0 | 19152 | 0 | 165827 | 0 | 0 | 0 |
| NICOLANGELO SCIBELLI | |||||||||||||
| 135804 | 0 | 0 | 0 | 0 | 0 | 4807 | 0 | 15555 | 0 | 156166 | 0 | 0 | 0 |
| CARLOTA GRATE | |||||||||||||
| 142415 | 0 | 0 | 0 | 0 | 0 | 5824 | 0 | 11093 | 0 | 159332 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND REVIEWED BY THE CEO, CFO, FINANCE COMMITTEE AND BOARD OF TRUSTEES PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THERE ARE CONFLICT OF INTEREST POLICIES FOR BOTH THE BOARD OF TRUSTEES AND STAFF. THE BOARD OF TRUSTEES AND EMPLOYEES ARE REQUIRED TO REVIEW AND SIGN OFF ON THE POLICY ANNUALLY AND DISCLOSE AT ANY POINT THEY BECAME AWARE OF A POTENTIAL OR ACTUAL CONFLICT. EMPLOYEES, VOLUNTEERS, INTERNS AND TRUSTEES ARE ALSO ORIENTED TO THE POLICIES ON HIRE AND ANNUALLY. DISCLOSURE STATEMENTS ARE REVIEWED BY THE APPLICABLE DEPARTMENT VICE PRESIDENT AND THE VICE PRESIDENT OF HUMAN RESOURCES FOR ACTIONS AS REQUIRED. THE QA VICE PRESIDENT KEEPS DATA ON THE NUMBER AND TYPE OF CONFLICTS REPORTED AND ACTIONS TAKEN. | |
| FORM 990, PART VI, SECTION B, LINE 15 | AN OUTSIDE, INDEPENDENT FIRM HAS BEEN ENGAGED WITH OUR BOARD OF TRUSTEES ON THREE OCCASIONS SINCE 2004 TO REVIEW EXECUTIVE COMPENSATION. AN UPDATE IN 2008 WAS COMPLETED AND INCLUDED COMPARABILITY DATA. THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES PERFORMS THE EXECUTIVE COMPENSATION REVIEW ON AN ANNUAL BASIS. AN EXECUTIVE COMPENSATION PHILOSOPHY STATEMENT, PROVIDING GENERAL GUIDELINES FOR IMPLEMENTING THE EXECUTIVE COMPENSATION PROGRAM, WAS ALSO FINALIZED AND APPROVED BY THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | REQUESTS ARE SENT TO THE PUBLIC RELATIONS DEPARTMENT WHO WILL RESPOND WITHIN 10 DAYS. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PROVIDED AT THE ORGANIZATION'S DISCRETION. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -172,272. POSTRETIREMENT BENEFIT COST CREDIT 89,293. TOTAL TO FORM 990, PART XI, LINE 5: -82,979. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| PART XII, LINE 2C | PROCESS HAS NOT CHANGED SINCE PRIOR YEAR. |