BOOK INDUSTRY CHARITABLE FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BOOK INDUSTRY CHARITABLE FOUNDATION (EIN 38-3279018)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-08
- IRS object ID
- 201321289349301712
- Schema version
- 2012v2.1
- 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 | 2013-05-08T14:50:18-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381357951 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E COURT ST SUITE 1A | AddressLine1 |
| City | FLINT | City |
| State | MI | State |
| ZIP Code | 485021647 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383279018 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOOK INDUSTRY CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BOOK | NameControl |
| Phone | 7344774789 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 713 W ELLSWORTH ROAD SUITE A | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48108 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRAD SHUGART | Name |
| Title | TREASURER | Title |
| Phone | 7344774789 | Phone |
| Date Signed | 2013-05-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TADD A HARBURN | Name |
| PTIN | P00099166 | PTIN |
| Phone | 8107675350 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BORDERS GROUP FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GEORGE MRKONIC | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 713 W ELLSWORTH ROAD SUITE A | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 79302 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BINCFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | THE CENTERPIECE PROGRAM PROVIDES SHORT-TERM FINANCIAL ASSISTANCE TO BOOK INDUSTRY EMPLOYEES, INCLUDING BOOKSTORE OWNERS/OPERATORS, BOOKSELLERS, BOOK BUYERS AND FORMER BORDERS EMPLOYEES AND THEIR IMMEDIATE FAMILIES WHO HAVE DEMONSTRATED FINANCIAL NEED ARISING FROM SEVERE HARDSHIP AND/OR EMERGENCY CICUMSTANCES, INCLUDING BUT NOT LIMITED TO, DISASTER RELIEF, DOMESTIC VIOLENCE, SERIOUS MEDICAL CONDITION, OR LOSS OF HOUSEHOLD INCOME SUCH AS DIVORSE OR SEPARATION, DEATH OF AN EMPLOYEE OR IMMEDIATE FAMILY MEMBER. ADDITIONALLY, THE BOOK INDUSTRY CHARITABLE FOUNDATION MADE AVAILABLE OTHER TOOLS TO HELP AFFECTED EMPLOYEES DEAL WITH ONGOING FINANCIAL CHALLENGES. THESE TOOLS INCLUDE HEALTH CARE RESOURCE DIRECTORIES, BUDGET PLANNING GUIDES AND FINANCIAL MANGEMENT TOOLS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3 | TotalNbrEmployees |
| Total Nbr Volunteers | 60 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2864 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 18325 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 53098 | InvestmentIncomePriorYear |
| Investment Income Current Year | 44770 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 41620 | OtherRevenuePriorYear |
| Other Revenue Current Year | 7202 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 97582 | TotalRevenuePriorYear |
| Total Revenue Current Year | 70297 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 322529 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 160691 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 160289 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 202919 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 42476 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 197713 | OtherExpensePriorYear |
| Other Expenses Current Year | 92315 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 680531 | TotalExpensesPriorYear |
| Total Expenses Current Year | 455925 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -582949 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -385628 | RevenuesLessExpensesCY |
| Total Assets BOY | 4140527 | TotalAssetsBOY |
| Total Assets EOY | 3789968 | TotalAssetsEOY |
| Total Liabilities BOY | 4074 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7713 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4136453 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3782255 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO STRENGTHEN THE BOOKSELLING COMMUNITY THROUGH CHARITABLE PROGRAMS THAT SUPPORT EMPLOYEES AND THEIR FAMILIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 119600 | Expense |
| Grants | 60335 | Grants |
| Description | FINANCIAL ASSISTANCE PROGRAM - PROVIDES ASSISTANCE TO EMPLOYEES AND FORMER EMPLOYEES. THIS CENTERPIECE PROGRAM PROVIDES SHORT-TERM FINANCIAL ASSISTANCE TO EMPLOYEES AND FORMER BORDERS EMPLOYEES AND THEIR IMMEDIATE FAMILIES WHO HAVE DEMONSTRATED FINANCIAL NEED ARISING FROM SEVERE HARDSHIP AND/OR EMERGENCY CIRCUMSTANCES, INCLUDING BUT NOT LIMITED TO, DISASTER RELIEF, SERIOUS MEDICAL CONDITION, LOSS OF HOUSEHOLD INCOME DUE TO DEATH OF EMPLOYEE OR IMMEDIATE FAMILY MEMBER, DIVORCE OR SEPARATION OR PARTNER'S/SPOUSE'S JOB LOSS. ADDITIONALLY, THE BOOK INDUSTRY CHARITABLE FOUNDATION MADE AVAILABLE OTHER TOOLS TO HELP AFFECTED EMPLOYEES DEAL WITH ONGOING FINANCIAL CHALLENGES. THESE TOOLS INCLUDE RESOURCE DIRECTORIES, BUDGET PLANNING GUIDES AND FINANCIAL MANAGEMENT TOOLS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 209126 | Expense |
| Grants | 100000 | Grants |
| Description | EMPLOYEE SCHOLARSHIPS: A MERIT AND NEEDS BASED SCHOLARSHIP PROGRAM TO ASSIST FORMER BORDERS EMPLOYEES AND THE DEPENDENTS OF EMPLOYEES WITH THE COSTS OF HIGHER EDUCATION, INCLUDING UNDERGRADUATE, GRADUATE, VOCATIONAL, AND TECHNICAL STUDIES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 356 | Expense |
| Grants | 356 | Grants |
| Description | BEREAVEMENT OUTREACH AND MEMORIAL CONTRIBUTIONS: UPON THE DEATH OF AN IMMEDIATE FAMILY MEMBER THE FOUNDATION PROVIDES A CARE PACKAGE TO THE EMPLOYEE AND THEIR FAMILY TO HONOR THEIR LOVED ONE. AND A MEMORIAL DONATION IS MADE UPON THE DEATH OF AN EMPLOYEE TO A CHARITY OF THE FAMILY'S CHOICE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 329082 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | 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 | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 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 |
| 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 | 3 | 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 |
| 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 | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | 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 | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAD SHUGART | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7344774789 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 713 W ELLSWORTH ROAD SUITE A | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48108 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| LISA SMOLA-HOLLO | ||||||
| DIRECTOR, PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| MEGHAN HOLMES | ||||||
| DIRECTOR, VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| AMY SAMPLE | ||||||
| DIRECTOR, SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| BRAD SHUGART | ||||||
| DIRECTOR, TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| GEORGE MRKONIC | ||||||
| DIRECTOR, CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 |
| JOANNA CLINE | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| CHRISTIE ROEHL | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| ANNE KUBEK | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| LORI TUCKER-SULLIVAN | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| SEPTEMBER WYNNE | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| RIANAN OZAETA | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| JENNIFER SOBOCINSKI | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| RASHID ABDUR-RAHIM | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| PAMELA FRENCH | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 91604 | 0 | 6472 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 91604 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 6472 | 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 |
| Fundraising Events | 11058 | FundraisingEvents |
| All Other Contributions | 7267 | AllOtherContributions |
| Noncash Contributions | 300 | NoncashContributions |
| Total Contributions | 18325 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 44770 | TotalRevenueColumn |
| Exclusion | $44,770 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 16207 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 11058 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 9005 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7202 | TotalRevenueColumn |
| Exclusion | $7,202 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 70297 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $51,972 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160691 | Total |
| Program Services | 160691 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98076 | Total |
| Program Services | 63750 | ProgramServices |
| Management And General | 14711 | ManagementAndGeneral |
| Fundraising | 19615 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77104 | Total |
| Program Services | 57322 | ProgramServices |
| Management And General | 16485 | ManagementAndGeneral |
| Fundraising | 3297 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12946 | Total |
| Program Services | 8790 | ProgramServices |
| Management And General | 3046 | ManagementAndGeneral |
| Fundraising | 1110 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14793 | Total |
| Program Services | 10247 | ProgramServices |
| Management And General | 2650 | ManagementAndGeneral |
| Fundraising | 1896 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 280 | Total |
| Management And General | 280 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21382 | Total |
| Management And General | 21382 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4231 | Total |
| Management And General | 4231 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2621 | Total |
| Management And General | 2621 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1190 | Total |
| Management And General | 1190 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18008 | Total |
| Program Services | 7983 | ProgramServices |
| Management And General | 7569 | ManagementAndGeneral |
| Fundraising | 2456 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14460 | Total |
| Program Services | 9399 | ProgramServices |
| Management And General | 2169 | ManagementAndGeneral |
| Fundraising | 2892 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220 | Total |
| Management And General | 220 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2453 | Total |
| Management And General | 2453 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| SCHOLARSHIP MANAGEMENT | 10900 | 10900 | ||
| MARKETING | 9530 | 9530 | ||
| LICENCE AND FEES EXPENS | 1994 | 1994 | ||
| PRINTING | 1680 | 1680 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3366 | Total |
| Management And General | 3366 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 455925 | Total |
| Program Services | 329082 | ProgramServices |
| Management And General | 84367 | ManagementAndGeneral |
| Fundraising | 42476 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 262123 | BOY |
| EOY | 86065 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3481422 | BOY |
| EOY | 3267516 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2322 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4278 | BOY |
| EOY | 2656 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 389182 | BOY |
| EOY | 432531 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1200 | BOY |
| EOY | 1200 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4140527 | BOY |
| EOY | 3789968 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4074 | BOY |
| EOY | 7713 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4074 | BOY |
| EOY | 7713 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3249630 | BOY |
| EOY | 2954737 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 886823 | BOY |
| EOY | 827518 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4136453 | BOY |
| EOY | 3782255 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4140527 | BOY |
| EOY | 3789968 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -385628 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 31430 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
Accountant Compile Or Review Basis AccountantCompileOrReviewBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
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 | 534216 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 364060 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 408016 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2864 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18325 | CurrentTaxYear |
| Total | 1327481 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 534216 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 364060 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 408016 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2864 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18325 | CurrentTaxYear |
| Total | 1327481 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 1327481 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 171924 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 127434 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 70818 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 53098 | CurrentTaxYearMinus1Year |
| Current Tax Year | 44770 | CurrentTaxYear |
| Total | 468044 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7054 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5092 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1264 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10847 | CurrentTaxYearMinus1Year |
| Total | 24257 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1819782 | TotalSupport |
| Gross Receipts From Admissions Etc | 353804 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.72950 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.70590 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 0 | IncludedOnFS |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2012 AND 2011, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2009. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FALL FUNDRAISING EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 13163 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 11058 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 2105 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 6718 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 5 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 14102 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 14102 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 2287 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 27265 | GrossReceiptsTotal |
| Charitable Contributions Total | 11058 | CharitableContributionsTotal |
| Gross Revenue Total Events | 16207 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 9005 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 9005 | DirectExpenseSummaryEvents |
| Net Income Summary | 7202 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| FINANCIAL ASSISTANCE | 37 | 60335 | |||
| SCHOLARSHIPS | 35 | 100000 | |||
| BEREAVEMENT ASSISTANCE | 3 | 356 | FMV | BEREAVEMENT BASKETS |
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: THE USE OF GRANT FUNDS IS MONITORED IN TWO WAYS. FIRST, THROUGH THE DUE DILIGENCE RESEARCH OF THE PROGRAMS MANAGER WHEN ASSESSING THE INTIAL GRANT REQUEST AND POTENTIAL GRANT AMOUNT. THE GRANT APPLICANT MUST PROVIDE ALL RELEVANT DOCUEMNTATION OF EXPENSES AND THE PROGRAM MANAGER VERIFIES THAT A VALID QUALIFYING EVENT HAS OCCURRED AND THAT THE NEED DOES EXIST. SECOND, ONCE A GRANT IS APPROVED, PAYMENTS ARE NOT MADE DIRECTLY TO THE GRANT RECIPIENT, INSTEAD PAYMENTS ARE MADE DIRECTLY TO THE SERVICE PROVIDER/COMPANY ON BEHALF OF THE GRANT RECIPIENT. EXAMPLES OF SERVICE PROVIDERS/COMPANIES INCLUDE: UTILITY COMPANIES, MORTGAGE LENDERS, MEDICAL PROVIDERS AND FUNERAL SERVICE PROVIDERS. IN ADDITION, WHEN PAYMENTS/FUNDS ARE SENT TO A PROVIDER/COMPANY THE GRANT RECIPIENT'S ACCOUNT INFOMRATION IS INCLUDED SO THAT PAYMENT IS APPLIED PROPERLY. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE EXECUTIVE COMMITTEE (PRESIDENT, VICE PRESIDENT, SECRETARY, AND TREASURER) WILL REVIEW THE FULL AND COMPLETE 990 PRIOR TO FILING, AND THE FULL AND COMPLETE 990 WILL BE ISSUED ELECTRONICALLY TO ALL BOARD MEMBERS PRIOR TO FILING FOR THEIR FEEDBACK. IN ADDITION, THE 990 WILL BE REVIEWED AT THE FIRST BOARD MEETING AFTER THE 990 HAS BEEN FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY IS REVIEWED EACH YEAR WHEN NEW BOD MEMBERS ARE ADDED. AND ALL BOD MEMBERS ARE REQUIRED TO SIGN AND RETURN THE CONFLICT OF INTEREST STATEMENT WHEN THEY JOIN THE BOARD. IN ADDITION, THE BOARD MEMBER ROLE DESCRIPTION INCLUDES A CONFLICT OF INTEREST STATEMENT AND THE STATEMENT IS REVIEWED AT THE FIRST BOD MEETING OF EVERY FISCAL YEAR. THE CONFLICT OF INTEREST POLICY APPLIES TO ALL STAFF AND VOLUNTEERS, INCLUDING BOARD MEMBERS. | |
| FORM 990, PART VI, SECTION B, LINE 15A | A SALARY REVIEW AND TITLE REVIEW WERE CONDUCTED BY THE PRESIDENT OF THE BOD AND SHARED WITH THE OTHER EXECUTIVE COMMITTEE MEMBERS. THIS INCLUDED COLLECTING BENCH MARK DATA ON SALARY, TITLE AND RESPONSIBILITIES. THE SURVEY WAS CONDUCTED THROUGH THE BORDERS COMPENSATION DEPARTMENT IN THE FALL OF 2008. THE COMPENSATION ARRANGEMENT HAS NOT CHANGED SINCE THAT TIME. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 2C | NONE NOTED IN 2012 | CHANGES TO PROCESS OF AUDIT COMMITTEE'S OVERSIGHT RESPONSIBILITIES |
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