WEBER HSA INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: WEBER HSA INC (EIN 30-0424123)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2013-10-07
IRS object ID: 201312809349300801
Schema version: 2012v2.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-10-07T06:39:35-07:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JOSEPH L GIL CPA PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	44 SOUTH BAYLES AVENUE SUITE 206	AddressLine1
City	PORT WASHINGTON	City
State	NY	State
ZIP Code	11050	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	300424123	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	WEBER HSA INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	WEBE	NameControl
Phone	5169448487	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	52 CAMPUS DRIVE	AddressLine1
City	PORT WASHINGTON	City
State	NY	State
ZIP Code	11050	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	MARY ALICE KOHS	Name
Title	PRESIDENT	Title
Phone	5169448487	Phone
Date Signed	2013-09-19	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JOSEPH L GIL CPA PC	Name
Phone	5167672760	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Name Of Principal Officer Business NameOfPrincipalOfficerBusiness

Field	Value	IRS element (for citing)
Business Name Line1	MARIANN DALIMONTE	BusinessNameLine1

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	52 CAMPUS	AddressLine1
City	PORT WASHINGTON	City
State	NY	State
ZIP Code	11050	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	52182	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	http://www.weberhsa.org/	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	2007	YearFormation
State Legal Domicile	NY	StateLegalDomicile
Activity Or Mission Description	The mission of the Weber HSA is to promote the welfareof our children in the home, in the school, and in the community of Port Washington, New York. The Weber HSA seeks to bring the home and the school into closer relation in order to raise the standards of the school experience for the Weber students.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	8	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	8	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Nbr Volunteers	100	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	39865	ContributionsGrantsPriorYear
Contributions Grants Current Year	15873	ContributionsGrantsCurrentYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	3	InvestmentIncomePriorYear
Investment Income Current Year	3	InvestmentIncomeCurrentYear
Other Revenue Current Year	23823	OtherRevenueCurrentYear
Total Revenue Prior Year	39868	TotalRevenuePriorYear
Total Revenue Current Year	39699	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	21976	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	21907	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	13318	OtherExpensePriorYear
Other Expenses Current Year	15697	OtherExpensesCurrentYear
Total Expenses Prior Year	35294	TotalExpensesPriorYear
Total Expenses Current Year	37604	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	4574	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	2095	RevenuesLessExpensesCY
Total Assets BOY	36907	TotalAssetsBOY
Total Assets EOY	38564	TotalAssetsEOY
Total Liabilities BOY	555	TotalLiabilitiesBOY
Total Liabilities EOY	117	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	36352	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	38447	NetAssetsOrFundBalancesEOY
Mission Description	The mission of the Weber HSA is to promote	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	34689	Expense
Revenue	39699	Revenue
Description	THE WEBER HSA WORKS WITH EDUCATORS, OTHER COMMUNITY PARENT ORGANIZATIONS, AND THE GENERAL PUBLIC IN A UNITED EFFORT TO SECURE THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL AND SOCIAL EDUCATION FOR EVERY CHILD.	Description
Total Program Service Expense	34689	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	false	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	false	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Excess Business Holdings	false	ExcessBusinessHoldings
Taxable Distributions	false	TaxableDistributions
Distribution To Donor	false	DistributionToDonor
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	8	NbrVotingGoverningBodyMembers
Number Independent Voting Members	8	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	true	MembersOrStockholders
Election Of Board Members	true	ElectionOfBoardMembers
Decisions Subject To Approval	true	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	false	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	false	RegularMonitoringEnforcement
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	NY	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	MICHELLE MONDSCHEIN	NamePerson
Telephone Number	5168833009	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	89 SOUNDVIEW DRIVE	AddressLine1
City	PORT WASHINGTON	City
State	NY	State
ZIP Code	11050	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (8 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
MARY ALICE KOHS
Senior President	10.00	X	0	0	0
VANESSA TAWIL
Junior President	10.00	X	0	0	0
MEREDITH STEIGMAN
Vice President of Membership	10.00	X	0	0	0
STEPHANIE ROTH
Vice President of Communication	10.00	X	0	0	0
BETH LIPSET
Recording Vice President	10.00	X	0	0	0
JILL MINDLIN
Corresponding Vice President	10.00	X	0	0	0
SHAREN KAM
Treasurer	10.00	X	0	0	0
MARIANN DALIMONTE
President Emeritus	10.00	X	0	0	0

Field	Value	IRS element (for citing)
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Membership Dues	13305	MembershipDues
All Other Contributions	2568	AllOtherContributions
Total Contributions	15873	TotalContributions

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	3	TotalRevenueColumn

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	36306	GrossIncomeFundraisingEvents
Fundraising Direct Expenses	12483	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	23823	TotalRevenueColumn
Exclusion	$23,823	ExclusionAmount

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	39699	TotalRevenueColumn
Related Or Exempt Function Income	3	RelatedOrExemptFunctionIncome
Exclusion	$23,823	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	21907	Total
Program Services	21907	ProgramServices

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	785	Total
Program Services	0	ProgramServices
Management And General	785	ManagementAndGeneral
Fundraising	0	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	1680	Total
Program Services	0	ProgramServices
Management And General	1680	ManagementAndGeneral
Fundraising	0	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	450	Total
Program Services	0	ProgramServices
Management And General	450	ManagementAndGeneral
Fundraising	0	Fundraising

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	Program expenses	Description
Total	12782	Total
Program Services	12782	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	37604	Total
Program Services	34689	ProgramServices
Management And General	2915	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	26996	BOY
EOY	21800	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	5648	BOY
EOY	15651	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	3377	BOY
EOY	150	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	886	BOY
EOY	963	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	36907	BOY
EOY	38564	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	555	BOY
EOY	82	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
EOY	35	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	555	BOY
EOY	117	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	36352	BOY
EOY	38447	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	36352	BOY
EOY	38447	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	36907	BOY
EOY	38564	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	2095	ReconcilationRevenueExpenses
Method Of Accounting Cash	X	MethodOfAccountingCash
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	false	FSAudited
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2
Public Support Total170	0	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Total	0	Total

Field	Value	IRS element (for citing)
Public Support Pertcentage170	0	PublicSupportPertcentage170

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	18280	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	18187	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	18667	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	39865	CurrentTaxYearMinus1Year
Current Tax Year	39696	CurrentTaxYear
Total	134695	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	18280	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	18187	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	18667	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	39865	CurrentTaxYearMinus1Year
Current Tax Year	39696	CurrentTaxYear
Total	134695	Total

Field	Value	IRS element (for citing)
Public Support Total509	134695	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	68	CurrentTaxYearMinus4Years
Current Tax Year Minus2 Years	6	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	3	CurrentTaxYearMinus1Year
Total	77	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	68	CurrentTaxYearMinus4Years
Current Tax Year Minus2 Years	6	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	3	CurrentTaxYearMinus1Year
Total	77	Total

Other Income509 OtherIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	19260	CurrentTaxYearMinus4Years
Total	19260	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Total	154032	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.87450	PublicSupportPercentage509
Investment Income Percentage	0.00050	InvestmentIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509
Facts And Circumstances Test	OTHER INCOME PART III, LINE 12; DESCRIPTION: FUNDRAISING; 2008: 19260.;	FactsAndCircumstancesTest

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	false	RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	CARRIE PALMER WEBER MIDDLE SCHOOL	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	52 CAMPUS DRIVE	AddressLine1
City	PORT WASHINGTON	City
State	NY	State
ZIP Code	11050	ZIPCode

Field	Value	IRS element (for citing)
EIN Of Recipient	116001994	EINOfRecipient
Amount Of Cash Grant	21915	AmountOfCashGrant
Purpose Of Grant	supplemental funding	PurposeOfGrant

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifier	ExplanationExplanation
Pt VI, Line 6	The organization has members.
Pt VI, Line 7a	The members of the organization have voting rights.
Pt VI, Line 7b	The decisions are subject to the approval by the members.
Pt VI, Line 11b	The form 990 is reviewed by the board.
Form 990, Part IX, Line 24f	MEMBERSHIP NEWSLETTERS SOCIAL INVITES STUDENT DIRECTORY

WEBER HSA INC: Form 990, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990 IRS990

Name Of Principal Officer Business NameOfPrincipalOfficerBusiness

Address Principal Officer US AddressPrincipalOfficerUS

The Books Are In Care Of TheBooksAreInCareOf

Address US AddressUS

Form990 Part VII Section A Form990PartVIISectionA (8 entries)

Investment Income InvestmentIncome

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Total Revenue TotalRevenue

Grants To Domestic Orgs GrantsToDomesticOrgs

Fees For Services Accounting FeesForServicesAccounting

Office Expenses OfficeExpenses

Insurance Insurance

Other Expenses OtherExpenses

Total Functional Expenses TotalFunctionalExpenses

Cash Non Interest Bearing CashNonInterestBearing

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Accounts Receivable AccountsReceivable

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Total Assets TotalAssets

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Deferred Revenue DeferredRevenue

Total Liabilities TotalLiabilities

Unrestricted Net Assets UnrestrictedNetAssets

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Schedule A IRS990ScheduleA

Gross Investment Income170 GrossInvestmentIncome170

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Total509 Total509

Gross Investment Income509 GrossInvestmentIncome509

Investment Income And UBTI InvestmentIncomeAndUBTI

Other Income509 OtherIncome509

Total Support Total TotalSupportTotal

Schedule I IRS990ScheduleI

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

Address US AddressUS

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Comments