ANACONDA LOCAL DEVELOPMENT CORP: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ANACONDA LOCAL DEVELOPMENT CORP (EIN 81-0380448)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-04-25
- IRS object ID
- 201321159349300232
- Schema version
- 2011v1.5
- 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 | 2013-04-25T14:38:29-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810333198 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEWLAND AND COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3006 | AddressLine1 |
| City | BUTTE | City |
| State | MT | State |
| ZIP Code | 59702 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810380448 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANACONDA LOCAL DEVELOPMENT CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ANAC | NameControl |
| Phone | 4065633275 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 EAST SEVENTH STREET | AddressLine1 |
| City | ANACONDA | City |
| State | MT | State |
| ZIP Code | 59711 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES H DAVISON | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 4065633275 | Phone |
| Date Signed | 2013-03-26 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD L TAMBLYN | Name |
| PTIN | P00542749 | PTIN |
| Phone | 4064944754 | Phone |
| Date Prepared | 2013-03-26 | DatePrepared |
| 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 | JAMES H DAVISON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 EAST SEVENTH STREET | AddressLine1 |
| City | ANACONDA | City |
| State | MT | State |
| ZIP Code | 59711 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 276569 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ANACONDADEVELOPMENT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1979 | YearFormation |
| State Legal Domicile | MT | StateLegalDomicile |
| Activity Or Mission Description | ASSIST IN THE CREATION AND RETAINAGE OF JOBS THROUGH ECONOMIC EXPANSION IN THE CITY AND COUNTY OF ANACONDA-DEER LODGE | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 17085 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 42300 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 58902 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 38445 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 16057 | InvestmentIncomePriorYear |
| Investment Income Current Year | 18740 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -14380 | OtherRevenuePriorYear |
| Other Revenue Current Year | 30413 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 77664 | TotalRevenuePriorYear |
| Total Revenue Current Year | 129898 | 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 | 131071 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 130970 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 46925 | OtherExpensePriorYear |
| Other Expenses Current Year | 116232 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 177996 | TotalExpensesPriorYear |
| Total Expenses Current Year | 247202 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -100332 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -117304 | RevenuesLessExpensesCY |
| Total Assets BOY | 2611560 | TotalAssetsBOY |
| Total Assets EOY | 2459341 | TotalAssetsEOY |
| Total Liabilities BOY | 318515 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 283600 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2293045 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2175741 | NetAssetsOrFundBalancesEOY |
| Mission Description | ASSIST IN THE CREATION AND RETAINAGE OF JOBS THROUGH ECONOMIC EXPANSION IN THE CIT AND COUNTY OF ANACONDA-DEER LODGE | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 161744 | Expense |
| Grants | 42300 | Grants |
| Revenue | 87598 | Revenue |
| Description | ECONOMIC DEVELOPMENT ACTIVITIES IN ANACONDA DEER LODGE COUNTY | Description |
| Total Program Service Expense | 161744 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | 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 | 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 | 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 | 1 | 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 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 5 | 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 | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4065633275 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 EAST SEVENTH STREET | AddressLine1 |
| City | ANACONDA | City |
| State | MT | State |
| ZIP Code | 59711 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| PAT REARDON | ||||||
| PRESIDENT | 0.00 | X | X | 0 | 0 | 0 |
| CHERYL ZOBENICA | ||||||
| VICE-PRESIDENT | 0.00 | X | X | 0 | 0 | 0 |
| JEFF DAHOOD | ||||||
| TREASURER | 0.00 | X | X | 0 | 0 | 0 |
| BARB ANDREOZZI | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| LINDA CASE | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| BILL FINNEGAN | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| PETE KURTZ | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| MILO MANNING | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| LAUREN MCELDERRY | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| BOB MEREDITH | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| MARILYN OHMAN | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| JOHN PELLEGRINI | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| JOHN SMOLLACK | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| MO TWEEDY | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| AMY VERLANIC | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| JIM YEOMAN | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | 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 | 42300 | GovernmentGrants |
| Total Contributions | 42300 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONTRACT SERVICES HEAD | 900099 | 31519 | 31519 |
| REIMBURSED EXPENSES | 900099 | 6926 | 6926 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 38445 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18740 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18740 | RelatedOrExemptFunctionIncome |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 166889 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 146671 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 20218 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20218 | TotalRevenueColumn |
| Related Or Exempt Function Income | 20218 | RelatedOrExemptFunctionIncome |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10195 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10195 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 10195 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 129898 | TotalRevenueColumn |
| Related Or Exempt Function Income | 87598 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61300 | Total |
| Program Services | 34941 | ProgramServices |
| Management And General | 26359 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42635 | Total |
| Program Services | 24302 | ProgramServices |
| Management And General | 18333 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7218 | Total |
| Management And General | 7218 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19817 | Total |
| Program Services | 11296 | ProgramServices |
| Management And General | 8521 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4239 | Total |
| Program Services | 16 | ProgramServices |
| Management And General | 4223 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6695 | Total |
| Program Services | 27 | ProgramServices |
| Management And General | 6668 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1069 | Total |
| Program Services | 4 | ProgramServices |
| Management And General | 1065 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105 | Total |
| Management And General | 105 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85241 | Total |
| Program Services | 85165 | ProgramServices |
| Management And General | 76 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4244 | Total |
| Program Services | 4244 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5359 | Total |
| Management And General | 5359 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 840 | Total |
| Management And General | 840 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1749 | Total |
| Program Services | 1749 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4430 | Total |
| Management And General | 4430 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2261 | Total |
| Management And General | 2261 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 247202 | Total |
| Program Services | 161744 | ProgramServices |
| Management And General | 85458 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 446017 | BOY |
| EOY | 434179 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 351321 | BOY |
| EOY | 357569 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23865 | BOY |
| EOY | 15186 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10684 | BOY |
| EOY | 8022 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155268 | BOY |
| EOY | 75470 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2747422 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1214304 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1588724 | BOY |
| EOY | 1533118 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35681 | BOY |
| EOY | 35797 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2611560 | BOY |
| EOY | 2459341 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52631 | BOY |
| EOY | 55623 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 219557 | BOY |
| EOY | 187497 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46327 | BOY |
| EOY | 40480 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 318515 | BOY |
| EOY | 283600 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2263389 | BOY |
| EOY | 2146085 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29656 | BOY |
| EOY | 29656 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2293045 | BOY |
| EOY | 2175741 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2611560 | BOY |
| EOY | 2459341 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -117304 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 32792 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1077 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7731 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17085 | CurrentTaxYearMinus1Year |
| Current Tax Year | 42300 | CurrentTaxYear |
| Total | 100985 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 109454 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 125458 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 173598 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 198567 | CurrentTaxYearMinus1Year |
| Current Tax Year | 205334 | CurrentTaxYear |
| Total | 812411 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 142246 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 126535 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 181329 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 215652 | CurrentTaxYearMinus1Year |
| Current Tax Year | 247634 | CurrentTaxYear |
| Total | 913396 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | 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) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 913396 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 44887 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28615 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 44760 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16057 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18740 | CurrentTaxYear |
| Total | 153059 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 44887 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28615 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 44760 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16057 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18740 | CurrentTaxYear |
| Total | 153059 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11935 | CurrentTaxYearMinus4Years |
| Total | 11935 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 199068 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 155150 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 226089 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 231709 | CurrentTaxYearMinus1Year |
| Current Tax Year | 266374 | CurrentTaxYear |
| Total | 1078390 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.84700 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.84700 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.14190 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.13880 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 360991 | InvestmentCostOrOtherBasis |
| Book Value | 360991 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 2294384 | InvestmentCostOrOtherBasis |
| Depreciation | 1123967 | Depreciation |
| Book Value | 1170417 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 92047 | InvestmentCostOrOtherBasis |
| Depreciation | 90337 | Depreciation |
| Book Value | 1710 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1533118 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CUSTODIAL FUNDS | Description |
| Amount | $40,480 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 40480 | TotalOfAmounts |
| Total Revenue | 129898 | TotalRevenue |
| Total Expenses | 247202 | TotalExpenses |
| Excess Or Deficit For Year | -117304 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -117304 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 276569 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 146671 | OtherRevenues |
| Revenue Not Rptd F990 | 146671 | RevenueNotRptdF990 |
| Revenue Subtotal | 129898 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 129898 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 393873 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 146671 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 146671 | ExpensesNotRptdF990 |
| Expenses Subtotal | 247202 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 247202 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL REVENUE AND EXPENSE 146,671. |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL REVENUE AND EXPENSE 146,671. |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARILYN OHMAN | NamePerson |
| Purpose Of Loan | OPERATING | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $25,000 | OriginalPrincipalAmount |
| Balance Due | 8022 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 8022 | TotalBalanceDue |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE TAX RETURN IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS ANNUALLY UPDATE AND SIGN THEIR CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE BOARD IS RESPONSIBLE FOR DETERMINING SALARY LEVELS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 2C | ALDC'S EXECUTIVE COMMITTEE IS RESPONSIBKE FOR SELECTION OF AUDITORS AND REVIEWS AND APPROVES THE PREPARED REPORTS. |
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