CENTER FOR SPECIAL NEEDS TR ADMINISTRATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CENTER FOR SPECIAL NEEDS TR ADMINISTRATION INC (EIN 59-3705979)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201323189349305897
- 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 | 2013-11-14T15:53:06-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560574444 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 EAST JACKSON STREET SUITE 3400 | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 33602 | 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 | 593705979 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CENTER FOR SPECIAL NEEDS TRUST | BusinessNameLine1 |
| Business Name Line2 | ADMINISTRATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CENT | NameControl |
| Phone | 7278944489 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4912 CREEKSIDE DRIVE | AddressLine1 |
| City | CLEARWATER | City |
| State | FL | State |
| ZIP Code | 337604019 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TODD BELISLE | Name |
| Title | PRESIDENT | Title |
| Phone | 7278944489 | Phone |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANICE A RATICA | Name |
| PTIN | P00358837 | PTIN |
| Phone | 8132511010 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | TODD BELISLE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4912 CREEKSIDE DRIVE | AddressLine1 |
| City | CLEARWATER | City |
| State | FL | State |
| ZIP Code | 337604019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5034975 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SNTCENTER.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2000 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | THE CENTER FOR SPECIAL NEEDS TRUST ADMINISTRATION, INC. (THE CENTER) PROVIDES SPECIALIZED ADMINISTRATIVE SERVICES FOR IMPOVERISHED PEOPLE WITH DISABILITIES WHO HAVE SPECIAL NEEDS TRUSTS FOR THE PURPOSE OF IMPROVING THEIR QUALITY OF LIFE. EVERY TRUST MUST BE APPROVED BY THE GOVERNMENT AGENCY ADMINISTERING THE TRUST BENEFICIARY'S PUBLIC ASSISTANCE PROGRAM. ALTHOUGH THESE AGENCIES OVERSEE SPECIAL NEEDS TRUSTS, THE CENTER RELIEVES THEM OF THE BURDEN OF DAY-TO-DAY ADMINISTRATION OF THE TRUSTS' FUNDING, COMPLIANCE AND OTHER REQUIREMENTS. THIS IS ACCOMPLISHED BYADMINISTERING THE TRUSTS ACCORDING TO THE STRICT GUIDELINES UNDER MEDICAID LAW AND THE INVESTMENT OF TRUST ASSETS IN THE BEST INTEREST OF THE TRUST BENEFICIARIES, WHILE DISBURSING FUNDS IN ACCORDANCE WITH MEDICAID PROGRAMS AND RULES, WHICH CAN VARY CONSIDERABLY FROMPROGRAM-TO-PROGRAM AND STATE-TO-STATE. DURING 2012, THE CENTER ACCEPTED 286 NEW TRUSTS AND HAD APPROXIMATELY 1,887 TRUSTS UNDER ADMINISTRATION AT DECEMBER 31, 2012. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 4 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 1 | NbrIndependentVotingMembers |
| Total Nbr Employees | 35 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2693464 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1012055 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3507957 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3565563 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 394389 | InvestmentIncomePriorYear |
| Investment Income Current Year | 311721 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 54449 | OtherRevenuePriorYear |
| Other Revenue Current Year | 35433 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6650259 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4924772 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 895228 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 581473 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2129385 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2993273 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 51564 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3391709 | OtherExpensePriorYear |
| Other Expenses Current Year | 1509840 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6416322 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5084586 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 233937 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -159814 | RevenuesLessExpensesCY |
| Total Assets BOY | 3681642 | TotalAssetsBOY |
| Total Assets EOY | 3586947 | TotalAssetsEOY |
| Total Liabilities BOY | 38670 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 142351 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3642972 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3444596 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO OFFER SPECIALIZED ADMINISTRATIVE SERVICES FOR IMPOVERISHED PEOPLE WITH DISABILITIES WHO HAVE SPECIAL NEEDS TRUSTS FOR THE PURPOSE OF IMPROVING THEIR QUALITY OF LIFE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4394569 | Expense |
| Grants | 581473 | Grants |
| Revenue | 3600996 | Revenue |
| Description | PROVIDING SPECIALIZED ADMINISTRATIVE SERVICES FOR IMPOVERISHED PEOPLE WITH DISABILITIES WHO HAVE SPECIAL NEEDS TRUSTS FOR THE PURPOSE OF IMPROVING THEIR QUALITY OF LIFE. FOR 2012, THE CENTER ACCEPTED 286 NEW TRUSTS AND NOW HAS 1,887 TRUSTS UNDER ADMINISTRATION. | Description |
| Total Program Service Expense | 4394569 | 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 | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | 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 | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | 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 | 1 | 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 | 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 | 677 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 35 | 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 | 4 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 1 | 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 | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TODD BELISLE | NamePerson |
| Telephone Number | 7278944489 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4912 CREEKSIDE DRIVE | AddressLine1 |
| City | CLEARWATER | City |
| State | FL | State |
| ZIP Code | 33760 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (5 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| JOSEPH HUENKE | ||||||
| DIRECTOR | 5.00 | X | 12000 | 0 | 0 | |
| RICHARD SHONTER | ||||||
| DIRECTOR | 40.00 | X | 150000 | 0 | 0 | |
| PATRICIA JULIAN | ||||||
| DIRECTOR/VP UNTIL 1/12/12 | 40.00 | X | 16667 | 0 | 0 | X |
| TODD BELISLE | ||||||
| DIRECTOR/PRESIDENT | 40.00 | X | 150000 | 0 | 0 | X |
| CAITLIN GOVONI | ||||||
| DIRECTOR/VP START 10/1/12 | 40.00 | X | 73061 | 0 | 0 | X |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 401728 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| AUSTIN COLBY COMPANY INC | |||||
| 4912 CREEKSIDE DRIVE | CLEARWATER | FL | 33760 | LIFE PLANNING, ADMINISTRATIVE & ADVISORY | 802545 |
| STAUNTON & FAGLIE PL | |||||
| 3000 GULF TO BAY BLVD STE 102 | CLEARWATER | FL | 33759 | LEGAL COMPLIANCE & CONSULTATION | 461729 |
| ALL COVERED | |||||
| PO BOX 39000 | SAN FRANCISCO | CA | 94139 | IT & HARDWARE SUPPORT | 130109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| All Other Contributions | 1012055 | AllOtherContributions |
| Noncash Contributions | 47169 | NoncashContributions |
| Total Contributions | 1012055 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TRUST ADMINISTRATION | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 3565563 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3565563 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3565563 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 272970 | TotalRevenueColumn |
| Exclusion | $272,970 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 148954 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 110203 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 38751 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38751 | TotalRevenueColumn |
| Exclusion | $38,751 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 35433 | TotalRevenueColumn |
| Related Or Exempt Function Income | 35433 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 35433 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4924772 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3600996 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $311,721 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 521209 | Total |
| Program Services | 521209 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60264 | Total |
| Program Services | 60264 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 401728 | Total |
| Program Services | 158460 | ProgramServices |
| Management And General | 194003 | ManagementAndGeneral |
| Fundraising | 49265 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2417784 | Total |
| Program Services | 2417784 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47432 | Total |
| Program Services | 41503 | ProgramServices |
| Management And General | 5929 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126329 | Total |
| Program Services | 110538 | ProgramServices |
| Management And General | 13492 | ManagementAndGeneral |
| Fundraising | 2299 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16120 | Total |
| Management And General | 16120 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145541 | Total |
| Program Services | 105051 | ProgramServices |
| Management And General | 40490 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4250 | Total |
| Management And General | 4250 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54088 | Total |
| Program Services | 54088 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42297 | Total |
| Program Services | 41174 | ProgramServices |
| Management And General | 1123 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59576 | Total |
| Program Services | 59576 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110843 | Total |
| Program Services | 108183 | ProgramServices |
| Management And General | 2660 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 450943 | Total |
| Program Services | 214314 | ProgramServices |
| Management And General | 236629 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 274280 | Total |
| Program Services | 274280 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12738 | Total |
| Program Services | 12738 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 478 | Total |
| Program Services | 478 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85160 | Total |
| Program Services | 85160 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39190 | Total |
| Management And General | 39190 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SPONSORSHIPS | 83399 | 83399 | |
| CONSULTING | 61192 | 36715 | 24477 |
| DUES & SUBSCRIPTIONS | 28566 | 28566 | |
| CONTINUING EDUCATION | 1029 | 1029 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40150 | Total |
| Program Services | 9655 | ProgramServices |
| Management And General | 30495 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5084586 | Total |
| Program Services | 4394569 | ProgramServices |
| Management And General | 638453 | ManagementAndGeneral |
| Fundraising | 51564 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81098 | BOY |
| EOY | 153770 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41741 | BOY |
| EOY | 49519 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 666109 | BOY |
| EOY | 482653 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1099893 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 243304 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 846473 | BOY |
| EOY | 856589 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1579850 | BOY |
| EOY | 1528110 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 444325 | BOY |
| EOY | 494163 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22046 | BOY |
| EOY | 22143 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3681642 | BOY |
| EOY | 3586947 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38670 | BOY |
| EOY | 142351 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38670 | BOY |
| EOY | 142351 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3642972 | BOY |
| EOY | 3444596 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3642972 | BOY |
| EOY | 3444596 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3681642 | BOY |
| EOY | 3586947 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -159814 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -38562 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Other | X | MethodOfAccountingOther |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| 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 | 2590320 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1761517 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1681037 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2693464 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1012055 | CurrentTaxYear |
| Total | 9738393 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2848189 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3110839 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3253022 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3507957 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3565563 | CurrentTaxYear |
| Total | 16285570 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5438509 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4872356 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4934059 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6201421 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4577618 | CurrentTaxYear |
| Total | 26023963 | 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) |
|---|---|---|
| Current Tax Year Minus4 Years | 4611 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 36227 | CurrentTaxYearMinus3Years |
| Total | 40838 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4611 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 36227 | CurrentTaxYearMinus3Years |
| Total | 40838 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 25983125 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 175346 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 240117 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 218306 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 272133 | CurrentTaxYearMinus1Year |
| Current Tax Year | 272970 | CurrentTaxYear |
| Total | 1178872 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 175346 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 240117 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 218306 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 272133 | CurrentTaxYearMinus1Year |
| Current Tax Year | 272970 | CurrentTaxYear |
| Total | 1178872 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 769 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 54449 | CurrentTaxYearMinus1Year |
| Current Tax Year | 35433 | CurrentTaxYear |
| Total | 90651 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5613855 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5112473 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5153134 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6528003 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4886021 | CurrentTaxYear |
| Total | 27293486 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.95200 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96200 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.04320 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.03380 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 | 1 | AgentTrusteeEtc |
| Beginning Balance | 98480652 | BeginningBalance |
| Additions During Year | 27176249 | AdditionsDuringYear |
| Distributions During Year | 28770615 | DistributionsDuringYear |
| Ending Balance | 96886286 | EndingBalance |
| Included On FS | 0 | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 709054 | OtherCostOrOtherBasis |
| Book Value | 709054 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25269 | OtherCostOrOtherBasis |
| Depreciation | 15730 | Depreciation |
| Book Value | 9539 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 365570 | OtherCostOrOtherBasis |
| Depreciation | 227574 | Depreciation |
| Book Value | 137996 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 856589 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| STOCK - SNAP FOR SENIORS | 1028100 | C |
| STOCK - BEACON MTD | 500010 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1528110 | TotalOfBookValueSecurities |
Investments Program Related InvestmentsProgramRelated (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| LOANS | 134532 | C |
| VIALEGAL 2 | 55693 | C |
| ANNUITIES | 303938 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 494163 | TotalOfBookValueProgramRelated |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART IV, LINE 2B: | ReturnReference |
| Explanation | THE ORGANIZATION PROVIDES SPECIAL ADMINISTRATIVE SERVICES FOR IMPOVERISHED PEOPLE WITH DISABILITIES WHO HAVE SPECIAL NEEDS TRUSTS FOR THE PURPOSE OF IMPROVING THEIR QUALITY OF LIFE. THESE TRUSTS ARE ADMINISTERED ACCORDING TO STRICT GUIDELINES UNDER MEDICAID LAW. THE ORGANIZATION ALSO ADMINISTERS THE INVESTMENT OF THE TRUSTS IN THE BEST INTERESTS OF THE TRUST BENEFICIARIES. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (15 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| BEYOND THE BOROUGHS INC | ||||||||
| PO BOX 107 | KATONAH | NY | 10536 | 611542985 | 501(C)(3) | 5000 | GENERAL SUPPORT | |
| HANNAH & FRIENDS INC | ||||||||
| 51250 HOLLYHOCK ROAD | SOUTH BEND | IN | 46637 | 300171137 | 501(C)(3) | 60000 | GENERAL SUPPORT | |
| HILLSBOROUGH COUNTY BAR FOUNDATION INC | ||||||||
| 1610 N TAMPA STREET | TAMPA | FL | 33602 | 593443939 | 501(C)(3) | 130000 | GENERAL SUPPORT | |
| MIKE PETERSON FOUNDATION INC | ||||||||
| 1320 FORESTEDGE BLVD | OLDSMAR | FL | 34677 | 201663818 | 501(C)(3) | 5500 | GENERAL SUPPORT | |
| ST PETERSBURG BAR FOUNDATION INC | ||||||||
| 4701 CENTRAL AVENUE SUITE B | ST PETERSBURG | FL | 33713 | 223858256 | 501(C)(3) | 10000 | GENERAL SUPPORT | |
| THE CHAMPIONS FUND INC | ||||||||
| 1320 FORESTEDGE BLVD | OLDSMAR | FL | 34677 | 593685490 | 501(C)(3) | 118700 | GENERAL SUPPORT | |
| THERESA ALESSANDRA RUSSO FOUNDATION INC | ||||||||
| 250 LIDO BOULEVARD | LIDO BEACH | NY | 11561 | 113126316 | 501(C)(3) | 30759 | GENERAL SUPPORT | |
| JEFFREY MODELL FOUNDATION | ||||||||
| 780 THIRD AVENUE | NEW YORK | NY | 10017 | 133380237 | 501(C)(3) | 11050 | GENERAL SUPPORT | |
| WESTERN KENTUCKY FOUNDATION | ||||||||
| 1906 COLLEGE HEIGHTS BLVD NO 8094 | BOWLING GREEN | KY | 42101 | 611251555 | 501(C)(3) | 50000 | GENERAL SUPPORT | |
| OHIO CHARITY FOUNDATION | ||||||||
| 300 WEST WILSON BRIDGE RD | WORTHINGTON | OH | 43085 | 593705979 | 501(C)(3) | 30000 | GENERAL SUPPORT | |
| THE MARCUS STROUD CHARITABLE FOUNDATION | ||||||||
| 13820 OLD ST AUGUSTINE RD | JACKSONVILLE | FL | 32258 | 261700710 | 501(C)(3) | 13000 | GENERAL SUPPORT | |
| BEST BUDDIES OF TAMPA BAY | ||||||||
| 4302 HENDERSON BLVD STE 104 | TAMPA | FL | 33629 | 521614576 | 501(C)(3) | 10000 | GENERAL SUPPORT | |
| PLANNING FOR QUALITY CARE INC | ||||||||
| 1411 WEST AVENUE SUITE 100 | AUSTIN | TX | 78701 | 454372477 | 501(C)(3) | 30000 | GENERAL SUPPORT | |
| RON CLARK ACADEMY | ||||||||
| 228 MARGARET STREET | ATLANTA | GA | 30315 | 203028755 | 501(C)(3) | 7200 | GENERAL SUPPORT | |
| KIDZF1STFUND INC | ||||||||
| 1400 VILLAGE SQUARE BLVD SUITE | TALLAHASSEE | FL | 32312 | 454355903 | 501(C)(3) | 10000 | GENERAL SUPPORT | 3-229 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 16 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | DISABLED INDIGENT PERSON | TypeOfGrant |
| Number Of Recipients | 2 | NumberOfRecipients |
| Amount Of Cash Grant | 60264 | AmountOfCashGrant |
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 ORGANIZATION MONITORS THE USE OF THE FUNDS IT DONATES TO OTHERS ON AN INFORMAL BASIS. THE LARGER THE DONATION, THE MORE ATTENTION IS GIVEN TO THAT RECIPIENT. THE REVIEWS PERFORMED IN THE PAST HAVE PROVIDED THE ORGANIZATION WITH VALUABLE INFORMATION REGARDING THE NEEDS OF THE RECIPIENTS AND HAD AN IMPACT ON FUTURE PLANNED GIFTS. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| STAUNTON & FAGLIE PL | |||
| JOHN STAUNTON, PRESIDENT THRU 12.1.09, IS 100% OWNER AND PRESIDENT | 461729 | JOHN STAUNTON, P.A. PROVIDED LEGAL COMPLIANCE AND CONSULTATION TO THE ORGANIZATION AS AN INDEPENDENT CONTRACTOR. ALL TRANSACTIONS WERE CONDUCTED AT ARM'S LENGTH AND VALUED AT FAIR MARKET VALUE. | 0 |
| AUSTIN COLBY COMPANY INC | |||
| GOVONI, VP THRU 5.20.09, & WALRATH, DIRECTOR THRU 5.20.09, ARE PART OWNERS | 802545 | MR. GOVONI, VICE PRESIDENT OF THE ORGANIZATION THROUGH MAY 2009, IS VICE PRESIDENT AND 50% OWNER OF AUSTIN COLBY COMPANY. MR. WALRATH, DIRECTOR OF THE ORGANIZATION THROUGH MAY 2009, IS PRESIDENT AND 50% OWNER OF AUSTIN COLBY COMPANY, INC. AUSTIN COLBY COMPANY PROVIDED LIFE PLANNING, ADMINISTRATIVE AND ADVISORY SERVICES TO THE ORGANIZATION AS AN INDEPENDENT CONTRACTOR. ALL TRANSACTIONS WERE CONDUCTED AT ARM'S LENGTH AND VALUED AT FAIR MARKET VALUE. | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 47169 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| 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 A, LINE 8B | THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF GOVERNING BODY; THUS NO MEETINGS WERE HELD FOR CONTEMPORANEOUS DOCUMENTATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE 990 WILL BE PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CENTER FOR SPECIAL NEEDS TRUST ADMINISTRATION INC. ("THE CENTER") TAKES ITS RESPONSIBILITY IN THE AREA OF CONFLICT OF INTEREST SERIOUSLY AND HAS ALWAYS HAD A CONFLICT OF INTEREST POLICY. THE CORE OF THIS LONG STANDING POLICY, AS WELL AS THE WRITTEN CONFLICT OF INTEREST POLICY DOCUMENT ("POLICY"), PROVIDES THAT TRANSACTIONS WITH PARTIES WITH WHOM A CONFLICTING INTEREST EXISTS MAY BE UNDERTAKEN ONLY IF FULLY DISCLOSED, ARE IN THE BEST INTERESTS OF THE CENTER, AND DONE AT FAIR MARKET VALUE. IN THE EVENT OF A POTENTIAL CONFLICT, THAT PERSON SHALL RECUSE THEMSELVES FROM THE DISCUSSION AND VOTE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPANY HAS ESTABLISHED A POLICY OF REVIEW OF EXECUTIVE AND KEY EMPLOYEE COMPENSATION WHICH INCLUDES APPROVAL BY INDEPENDENT PERSONS AND USE OF DATA FROM PEER INSTITUTIONS. THE COMPANY'S BOARD OF DIRECTORS WILL ESTABLISH A "STANDING COMMITTEE" WHICH WILL BE RESPONSIBLE FOR PROVIDING RECOMMENDATIONS REGARDING COMPENSATION FOR ALL COMPANY EXECUTIVE AND KEY EMPLOYEES. THE STANDING COMMITTEE WILL KEEP A DETAILED RECORD OF THE MEETINGS AND DISCUSSIONS RELATIVE TO EXECUTIVE AND KEY EMPLOYEE COMPENSATIONS. THIS POLICY IS AVAILABLE UPON REQUEST. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XII | MODIFIED CASH BASIS | OTHER ACCOUNTING METHOD: |
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