UNITED METHODIST FAMILY SERVICES OF VIRGINIA: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNITED METHODIST FAMILY SERVICES OF VIRGINIA (EIN 54-0505969)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201321359349306222
- 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 | 2013-05-15T14:26:21-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560747981 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4510 COX ROAD SUITE 200 | AddressLine1 |
| City | GLEN ALLEN | City |
| State | VA | State |
| ZIP Code | 230603394 | 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 | 540505969 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED METHODIST FAMILY SERVICES OF VIRGINIA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 8042549664 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 WEST BROAD STREET | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23230 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREG PETERS | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 8042549664 | Phone |
| Date Signed | 2013-05-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | E GERARD SHAIA CPA | Name |
| PTIN | P00777771 | PTIN |
| Phone | 8042827636 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GREG PETERS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 WEST BROAD STREET | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 24188383 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UMFS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1900 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | TO CREATE INNOVATIVE OPPORTUNITIES FOR CHILDREN, YOUTH, ADULTS, AND FAMILIES TO DEVELOP THEIR SPIRITUAL, INTELLECTUAL, EMOTIONAL AND PHYSICAL POTENTIAL | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 383 | TotalNbrEmployees |
| Total Nbr Volunteers | 400 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1645640 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2000296 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 13382724 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 14766747 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 614278 | InvestmentIncomePriorYear |
| Investment Income Current Year | 492121 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 463360 | OtherRevenuePriorYear |
| Other Revenue Current Year | 576761 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 16106002 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17835925 | 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 | 10398056 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11263440 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 461563 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5905311 | OtherExpensePriorYear |
| Other Expenses Current Year | 6333201 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16303367 | TotalExpensesPriorYear |
| Total Expenses Current Year | 17596641 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -197365 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 239284 | RevenuesLessExpensesCY |
| Total Assets BOY | 19706257 | TotalAssetsBOY |
| Total Assets EOY | 19859967 | TotalAssetsEOY |
| Total Liabilities BOY | 2864533 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3165553 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16841724 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16694414 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PROVIDING A NETWORK OF HUMAN SERVICES TO ENABLE CHILDREN AND FAMILIES TO REALIZE THEIR HOPES FOR THE FUTURE. THE PRIMARY SERVICES OFFERED BY UNITED METHODIST FAMILY SERVICES OF VIRGINIA, INC. (UMFS) FOCUS ON TROUBLED AND NEEDY YOUTH PLACED IN UMFS PROGRAMS BY VARIOUS DEPARTMENTS OF SOCIAL SERVICES AND OTHER VIRGINIA AGENCIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5335124 | Expense |
| Revenue | 5654722 | Revenue |
| Description | THE UMFS TREATMENT CENTER OFFERS CUSTOMIZED 24-HOUR INTENSIVE TREATMENT WITH THE GOAL OF RETURNING THE YOUTH TO THE COMMUNITY AS SOON AS POSSIBLE. EACH YOUTH RECEIVES DAILY 24-HOUR ON-SITE STAFF SUPERVISION, INTENSIVE THERAPY (FAMILY, GROUP AND INDIVIDUAL) AND MEDICATION MANAGEMENT SERVICES. EACH TREATMENT TEAM WORKS CLOSELY WITH THE YOUTH'S GUARDIAN TO DESIGN TARGETED TREATMENT AND DISCHARGE PLANNING TOWARD RETURN TO THE COMMUNITY SETTING. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6626867 | Expense |
| Revenue | 6980956 | Revenue |
| Description | TREATMENT FOSTER CARE (TFC) IS FOSTER CARE WITH STRUCTURED THERAPEUTIC SUPPORT. CHILDREN PLACED IN TREATMENT FOSTER CARE NEED ADDITIONAL SUPPORT, BECAUSE OF THE TRAUMA THEY HAVE EXPERIENCED, ALONG WITH POSSIBLE EMOTIONAL OR PHYSICAL CHALLENGES. TREATMENT FOSTER CARE PARENTS WORK WITH A TEAM TO CREATE A HOME ENVIRONMENT THAT IS HEALTHY AND SUPPORTIVE, AS WELL AS INTENSELY STRUCTURED, IN WAY THAT BENEFIT CHILDREN WITH SPECIAL NEEDS, SUCH AS THE FOLLOWING GROUPS: TEENAGERS, SIBLING GROUPS, YOUTH TRANSITIONING FROM MORE RESTRICTIVE TREATMENT ENVIRONMENTS, DEVELOPMENTALLY DELAYED OR MEDICALLY FRAGILE YOUTH, YOUTH WHO HAVE EXPERIENCED ADOPTION DISRUPTIONS AND THOSE NEEDING PERMANENT CARE ARRANGEMENTS, PREGNANT YOUTH. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1231536 | Expense |
| Revenue | 1078336 | Revenue |
| Description | UMFS PROVIDES A RANGE OF ADOPTION SERVICES THAT RECOGNIZE THAT ADOPTION IS A LIFELONG PROCESS, CREATING A RELATIONSHIP BETWEEN A CHILD AND ADOPTIVE PARENTS. WE PAY SPECIAL ATTENTION TO THE COMPLEX CIRCUMSTANCES THAT GIVE RISE TO THE NEED FOR ADOPTION AND TO THE STRESSES AND ADJUSTMENT THAT ENSUE FOR ALL PARTIES IN THIS PROCESS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1829151 | Expense |
| Revenue | 1052733 | Revenue |
| Description | OTHER SERVICES: IN-HOME AID, RECRUITMENT AND TRAINING OF FOSTER PARENTS | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1829151 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 1052733 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 15022678 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 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 | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | 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 | 66 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 383 | 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 |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | 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 | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| 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 | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| 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 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8042549664 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RICHMOND VA | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23230 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| DAVID WILL | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| REV JOHN S BRENNEKE | ||||||
| CHAIR | 0.00 | X | 0 | 0 | 0 | X |
| KENNETH M GASSMANN JR | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| ELIZABETH CABELL JENNINGS | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| BISHOP CHARLENE P KAMMERER | ||||||
| NON-VOTING MEMBER | 0.00 | X | 0 | 0 | 0 | |
| GREG PETERS | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 173237 | 0 | 29963 | X |
| KIMBERLY A PINCHBECK | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| SHERYL A BRYAN | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| MARGARET HARDY | ||||||
| SECRETARY | 0.00 | X | 0 | 0 | 0 | |
| REV L DOUGLAS HILL | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| BRUCE WHITEHURST | ||||||
| VICE CHAIR | 0.00 | X | 0 | 0 | 0 | X |
| MARTHA CLEMENTS | ||||||
| NON-VOTING MEMBER | 0.00 | X | 0 | 0 | 0 | |
| BETTY FORBES | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| MICHAEL GIANCASPRO | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| SARAH HOYLE | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| KEN HUNTSMAN | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| MATT LISAGOR | ||||||
| VICE PRESIDENT OF FINANCE | 40.00 | 103407 | 0 | 19175 | X | |
| JAY ZIEL | ||||||
| CHIEF OPERATING OFFICER | 40.00 | 102970 | 0 | 16355 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 379614 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 65493 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 1014804 | GovernmentGrants |
| All Other Contributions | 985492 | AllOtherContributions |
| Noncash Contributions | 34844 | NoncashContributions |
| Total Contributions | 2000296 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TREATMENT FOSTER CARE | 624100 | 6980956 | 6980956 |
| RESIDENTIAL SERVICES | 623990 | 5654722 | 5654722 |
| OTHER SERVICES | 900099 | 2067537 | 2067537 |
| ADOPTION SERVICES | 624100 | 63532 | 63532 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 14766747 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 321512 | TotalRevenueColumn |
| Exclusion | $321,512 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 313446 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 313446 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 313446 | TotalRevenueColumn |
| Exclusion | $313,446 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6523067 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6352458 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 170609 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 170609 | TotalRevenueColumn |
| Exclusion | $170,609 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| OTHER INCOME | 900099 | 243227 | $243,227 |
| GUARDIAN PLACE | 900099 | 20088 | $20,088 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 263315 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17835925 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14766747 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,068,882 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 445109 | Total |
| Management And General | 445109 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8638016 | Total |
| Program Services | 7569197 | ProgramServices |
| Management And General | 836563 | ManagementAndGeneral |
| Fundraising | 232256 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 323044 | Total |
| Program Services | 277124 | ProgramServices |
| Management And General | 34194 | ManagementAndGeneral |
| Fundraising | 11726 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1161376 | Total |
| Program Services | 1022103 | ProgramServices |
| Management And General | 116156 | ManagementAndGeneral |
| Fundraising | 23117 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 695895 | Total |
| Program Services | 589735 | ProgramServices |
| Management And General | 88330 | ManagementAndGeneral |
| Fundraising | 17830 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 256204 | Total |
| Program Services | 233013 | ProgramServices |
| Management And General | 16080 | ManagementAndGeneral |
| Fundraising | 7111 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 975505 | Total |
| Program Services | 761738 | ProgramServices |
| Management And General | 189944 | ManagementAndGeneral |
| Fundraising | 23823 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173704 | Total |
| Program Services | 152973 | ProgramServices |
| Management And General | 15708 | ManagementAndGeneral |
| Fundraising | 5023 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 365106 | Total |
| Program Services | 214944 | ProgramServices |
| Management And General | 136857 | ManagementAndGeneral |
| Fundraising | 13305 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROGRAM SUPPORT | 3808525 | 3670732 | 45360 | 92433 |
| GENERAL & ADMININSTRATI | 470862 | 362750 | 79471 | 28641 |
| RECRUITMENT, EDUCATION | 130728 | 112971 | 13709 | 4048 |
| OTHER | 97443 | 274 | 94919 | 2250 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55124 | Total |
| Program Services | 55124 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17596641 | Total |
| Program Services | 15022678 | ProgramServices |
| Management And General | 2112400 | ManagementAndGeneral |
| Fundraising | 461563 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 287323 | BOY |
| EOY | 787795 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1674665 | BOY |
| EOY | 1665550 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 198118 | BOY |
| EOY | 204969 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 14121548 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9174659 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5012437 | BOY |
| EOY | 4946889 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11434760 | BOY |
| EOY | 10845425 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 469643 | BOY |
| EOY | 797294 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 629311 | BOY |
| EOY | 612045 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19706257 | BOY |
| EOY | 19859967 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 263869 | BOY |
| EOY | 340677 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95000 | BOY |
| EOY | 95000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2505664 | BOY |
| EOY | 2729876 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2864533 | BOY |
| EOY | 3165553 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16689673 | BOY |
| EOY | 16317435 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152051 | BOY |
| EOY | 376979 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16841724 | BOY |
| EOY | 16694414 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19706257 | BOY |
| EOY | 19859967 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 239284 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -386594 | 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 Consolidated | X | FinancialStatementConsolidated |
| 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 | 2044116 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1599508 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1854900 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1739692 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2045683 | CurrentTaxYear |
| Total | 9283899 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2044116 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1599508 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1854900 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1739692 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2045683 | CurrentTaxYear |
| Total | 9283899 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 9283899 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 639256 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 600728 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 302575 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 563474 | CurrentTaxYearMinus1Year |
| Current Tax Year | 634957 | CurrentTaxYear |
| Total | 2740990 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 575703 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 175186 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 327871 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 485570 | CurrentTaxYearMinus1Year |
| Current Tax Year | 434945 | CurrentTaxYear |
| Total | 1999275 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 14024164 | TotalSupport |
| Gross Receipts From Admissions Etc | 34125379 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.66200 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.66280 | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11752352 | BeginningOfYearBalance |
| Contributions | 132289 | Contributions |
| Investment Earnings Or Losses | 105021 | InvestmentEarningsOrLosses |
| Other Expenditures | 723922 | OtherExpenditures |
| End Of Year Balance | 11265740 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10129161 | BeginningOfYearBalance |
| Contributions | 26119 | Contributions |
| Investment Earnings Or Losses | 2054323 | InvestmentEarningsOrLosses |
| Other Expenditures | 457432 | OtherExpenditures |
| End Of Year Balance | 11752171 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10242832 | BeginningOfYearBalance |
| Contributions | 1197 | Contributions |
| Investment Earnings Or Losses | 894302 | InvestmentEarningsOrLosses |
| Other Expenditures | 1009170 | OtherExpenditures |
| End Of Year Balance | 10129161 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12375845 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -1816105 | InvestmentEarningsOrLosses |
| Other Expenditures | 316908 | OtherExpenditures |
| End Of Year Balance | 10242832 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 62916 | OtherCostOrOtherBasis |
| Book Value | 62916 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10580854 | OtherCostOrOtherBasis |
| Depreciation | 6209955 | Depreciation |
| Book Value | 4370899 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1980900 | OtherCostOrOtherBasis |
| Depreciation | 2078047 | Depreciation |
| Book Value | -97147 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1496878 | OtherCostOrOtherBasis |
| Depreciation | 886657 | Depreciation |
| Book Value | 610221 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4946889 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED PAYROLL | $836,020 |
| ACCRUED VACATION | $477,701 |
| OTHER | $27,502 |
| DUE TO CHARTERHOUSE SCHOOL | $502,714 |
| DEFERRED GAIN ON SALE OF LAND | $366,000 |
| ESTIMATED THIRD-PARTY PAYOR SETTLEMENTS | $519,939 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2729876 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | UMFS'S ENDOWMENT CONSISTS SOLELY OF AMOUNTS DESIGNATED BY THE BOARD OF DIRECTORS TO BE HELD FOR ENDOWMENT. THESE FUNDS ARE INVESTED WITH THE OBJECTIVE TO ENSURE, OVER THE LONG-TERM, A LEVEL OF ASSETS THAT WILL ADEQUATELY SUPPLEMENT THE CAPITAL AND OPERATING NEEDS OF UMFS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | UMFS IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. TAX POSITIONS MUST MEET A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT IN ORDER FOR THE BENEFIT OF THOSE TAX POSITIONS TO BE RECOGNIZED IN THE UMFS FINANCIAL STATEMENTS. UMFS HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2012. INTEREST AND PENALTIES RELATED TO INCOME TAX ASSESSMENTS, IF ANY, ARE REFLECTED IN GENERAL AND ADMINISTRATIVE IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF ACTIVITIES. FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2009 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GREG PETERS | NamePerson |
| Base Compensation Filing Org | 173237 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 10788 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 19175 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 203200 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 1365 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2038 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | ADVERTISING | 1 | 15000 | COMPARABLE SALES |
| X | PROGRAM SUPPORT | 82 | 18478 | COMPARABLE SALES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS REVIEWED BY MANAGEMENT, OUTSIDE CPAS, AND THE CHAIRPERSON OF THE AGENCY'S FINANCE COMMITTEE PRIOR TO FILING. THE REVIEW USUALLY OCCURS IN EARLY FEBRUARY FOR THE PRIOR FISCAL YEAR. | |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY SIGN AND DISCLOSE ANY CONFLICTS OF INTEREST AS DEFINED BY THE CONFLICT OF INTEREST POLICY. OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED BY POLICY TO IMMEDIATELY REPORT TO THE BOARD ANY CHANGES IN STATUS REGARDING CONFLICTS OF INTEREST. OFFICERS AND DIRECTORS ARE PROHIBITED FROM VOTING OR PARTICIPATING IN ANY DISCUSSION RELATING TO MATTERS THAT THEY HAVE DISCLOSED AS CONFLICTS OF INTEREST. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND SETS THE COMPENSATION OF THE CEO. THE LAST FORMAL COMPENSATION STUDY WAS COMPLETED IN CALENDAR YEAR 2007. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE PROVIDED FOR REVIEW UPON REQUEST AND ARE EITHER DISTRIBUTED DIRECTLY OR MADE AVAILABLE FOR INSPECTION AT AN ORGANIZATIONAL OFFICE AS DEEMED APPROPRIATE. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -386,594. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990 PART XI LINE 2C | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUARDIAN PLACE CORPORATION 3900 WEST BROAD STREET RICHMOND VA 23230 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Domicile State | VA | LegalDomicileState |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARTERHOUSE SCHOOLS INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 WEST BROAD STREET | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | EDUCATION | PrimaryActivities |
| Legal Domicile State | VA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 2 | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GUARDIAN PLACE LIMITED PARTNERSHIP | |||||||||||
| 3900 WEST BROAD STREET | RICHMOND | VA | 23230 | APARTMENT RENTAL | VA | GUARDIAN PLACE CORPORATION | EXEMPT | 0 | 0 | ||
| GUARDIAN PLACE II LIMITED PARTNERSHIP | |||||||||||
| 3900 WEST BROAD STREET | RICHMOND | VA | 23230 | APARTMENT RENTAL | VA | GUARDIAN PLACE CORPORATION | EXEMPT | 0 | 0 | 20088 | 279768 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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