BETHEL NEW LIFE INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BETHEL NEW LIFE INC (EIN 36-3013241)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-12-20
- IRS object ID
- 201323549349300607
- 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 | 2013-12-20T10:54:41-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | 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 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363013241 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHEL NEW LIFE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BETH | NameControl |
| Phone | 7734737870 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4950 WEST THOMAS STREET | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60651 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LORI R VALLELUNGA PHD | Name |
| Title | PRESIDENT | Title |
| Phone | 7734737870 | Phone |
| Date Signed | 2013-12-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LU ANN TRAPP | Name |
| PTIN | P01506476 | PTIN |
| Phone | 3122071040 | Phone |
| Date Prepared | 2013-12-19 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LORI R VALLELUNGA PHD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4950 WEST THOMAS STREET | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60651 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13634098 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BETHELNEWLIFE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1979 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF BETHEL NEW LIFE, INC. IS TO REALIZE GOD'S VISION BY CREATING OPPORTUNITIES FOR INDIVIDUALS AND FAMILIES TO INVEST IN THEMSELVES AND BY PROMOTING POLICIES AND SYSTEMS THAT HELP COMMUNITIES THRIVE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 336 | TotalNbrEmployees |
| Total Nbr Volunteers | 698 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9176161 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7633768 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1083772 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 961276 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 17198 | InvestmentIncomePriorYear |
| Investment Income Current Year | 22457 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 406774 | OtherRevenuePriorYear |
| Other Revenue Current Year | 5016597 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10683905 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13634098 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 296000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 162000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7715906 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6760188 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 286414 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2726340 | OtherExpensePriorYear |
| Other Expenses Current Year | 2009646 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10738246 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8931834 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -54341 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4702264 | RevenuesLessExpensesCY |
| Total Assets BOY | 8853488 | TotalAssetsBOY |
| Total Assets EOY | 6797190 | TotalAssetsEOY |
| Total Liabilities BOY | 11081096 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4482011 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -2227608 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2315179 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF BETHEL NEW LIFE, INC. IS TO REALIZE GOD'S VISION BY CREATING OPPORTUNITIES FOR INDIVIDUALS AND FAMILIES TO INVEST IN THEMSELVES AND BY PROMOTING POLICIES AND SYSTEMS THAT HELP COMMUNITIES THRIVE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4733507 | Expense |
| Description | THE SUPPORTIVE LIVING PROGRAM (FORMERLY KNOWN AS COMMUNITY OF ELDERS) CONSISTS OF: ADULT DAY CARE PROVIDES AN ENVIRONMENT THAT PROMOTES AGING, CAREGIVER RESPITE, AND AN ALTERNATIVE TO PREMATURE INSTITUTIONALIZATION. CHORE HOMEMAKER PROVIDES IN-HOME SERVICES FOR THE ELDERLY VIA PERSONAL CARE, HOUSEKEEPING, MEAL PREPARATION, ESCORT FOR ERRANDS, AND SUPERVISION TO PREVENT PREMATURE INSTITUTIONALIZATION. BETH-ANNE PLACE - PROVIDES PERSONALIZED ASSISTANCE WITH DAILY LIVING ACTIVITIES FOR ELDERS THROUGH THE STATE DEPARTMENT OF HEALTHCARE AND FAMILY SERVICES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 795014 | Expense |
| Revenue | 836788 | Revenue |
| Description | THE REAL ESTATE DIVISION CONSISTS OF RENTAL RESIDENTIAL AND COMMERCIAL REAL ESTATE. RENTAL RESIDENTIAL REAL ESTATE IS COMPRISED OF THREE AFFORDABLE SENIOR INDEPENDENT LIVING DEVELOPMENTS AND ONE ASSISTED LIVING FACILITY TO ALLOW COMMUNITY RESIDENTS TO AGE GRACEFULLY WHILE WITHIN LIVING DISTANCE OF THEIR FRIENDS AND RELATIVES. COMMERCIAL REAL ESTATE COSISTS OF OVER 40,000 SQUARE FEET OF RENTABLE SPACE. THE OTHER RENTAL SPACE COMBINES THE BETHEL COMMERCIAL CENTER AT LAKE AND PULASKI, AMBERG CHAPEL, BANQUET HALL, SMALL BUSINESS CENTER: ALL AT THE BETHEL CAMPUS. THESE OTHER RENTAL FACILITIES ASSIST IN DEVELOPING THE COMMUNITY BY TARGETING ORGANIZATIONS AND SERVICES WHICH ARE LACKING IN THE COMMUNITY AND ARE VITAL TO ITS CONTINUED DEVELOPMENT. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 642047 | Expense |
| Grants | 162000 | Grants |
| Description | THE EDUCATION DIVISION (FORMERLY KNOW AS COMMUNITY SERVICES DIVISION) IS COMPRISED OF THE FOLLOWING: CHICAGO FAMILY CASE MANAGEMENT, AS PART OF THE STATE'S MANAGED-CARE PROGRAM, FOCUSES ON THE SOCIAL SERVICE COMPONENT TO ASSIST ENROLLED FAMILIES WITH CHILDREN AND PREGNANT WOMEN IN IDENTIFYING AND ACCESSING PRIMARY SOURCES OF MEDICAL CARE BY MONITORING SERVICES TO ENSURE THAT ROUTINE AND PREVENTIVE HEALTH SERVICES ARE OBTAINED ON A CONSISTENT BASIS. RIGHT START FOR FAMILY PROVIDES A COORDINATED SERVICE DELIVERY SYSTEM TO FACILITATE PARENTING EDUCATION AND THE EARLY IDENTIFICATION OF DEVELOPMENTAL DELAYS FOR AT-RISK CHILDREN AND THEIR FAMILIES. EMERGENCY FUND PROVIDES COMPASSIONATE, QUICK, EMERGENCY RELIEF TO LOW INCOME RESIDENTS OF ALL AGES, RACES, AND ETHNIC ORIGINS. WHOLE SHOOL NETWORK BUILDS A COLLECTIVE IMPACT SUSTAINABLE MODEL BY PARTNERING WITH LOCAL PUBLIC SCHOOLS TO HELP THEM IMPROVE IN AGREED UPON AREAS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 785579 | Expense |
| Revenue | 124488 | Revenue |
| Description | THE COMMUNITY ECONOMIC DEVELOPMENT DIVISION (FORMERLY KNOWN AS THE FAMILY ECONOMIC SUCCESS DIVISION) CONSISTS OF: COMMUNITY ASSET BUILDING PROVIDES AFFORDABLE BANKING PRODUCTS, FINANCIAL EDUCATION PROGRAMS, HOMEOWNER COUNSELING AND FORECLOSURE PREVENTION SERVICES. WORKFORCE DEVELOPMENT ASSISTS UNEMPLOYED PERSONS TO OBTAIN GAINFUL, SUITABLE EMPLOYMENT BY PROVIDING TRAINING, EMPLOYMENT, COUNSELING, AND JOB PLACEMENT. BUSINESS GROWTH AND DEVELOPMENT - A COHORT OF PROGRAMS FOCUSED ON DEVELOPING AND STRENGTHENING WEST SIDE BUSINESSES, INCLUDING: ILLINOIS SMALL BUSINESS DEVELOPMENT CENTER, NEW MARKET TAX CREDITS; INCUBATION; ENTREPRENEURSHIP TRAINING PROGRAM AND BUSINESS ACCELERATOR SERVICES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 785579 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 124488 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 6956147 | 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 | 0 | 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 | 1 | 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 | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 65 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 336 | 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 | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | 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 | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL S WATFORD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7734737870 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4950 WEST THOMAS STREET | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60651 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| HOWARD NAT PIGGEE | |||||||
| CHAIRPERSON | 1.00 | 1.00 | X | X | 0 | 0 | 0 |
| GEOFFREY KOSS | |||||||
| VICE CHAIR | 1.00 | 0.00 | X | X | 0 | 0 | 0 |
| BRUCE MARTIN | |||||||
| TREASURER | 1.00 | 1.00 | X | X | 0 | 0 | 0 |
| JILL SCHUMANN | |||||||
| SECRETARY | 1.00 | 0.00 | X | X | 0 | 0 | 0 |
| PAUL RIMINGTON | |||||||
| CHAIR OF SUSTAINABILITY COMMITTEE | 1.00 | 0.00 | X | X | 0 | 0 | 0 |
| DALE BRUCKNER | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| JACKIE BRUCKNER | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| ANDREW CURTIS | |||||||
| CHAIR OF COMMUNICATIONS COMMITTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| SHERMAN HICKS | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| VALORA STARR | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| JEWEL MANDEVILLE | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| LARRY MARTIN | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| LAURIE WILKINSON | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| STEVEN COLE | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| CYNTHIA BARNES-BOYD | |||||||
| CHAIR OF OUTCOMES & IMPACT COMMITTEE | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| ANNIE MAE LIDDELL | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| TRUMAN N TOLEFREE | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| KAANAELI MAKUNDI | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| JAY WEAVER | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| CAMILLE LILLY | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| LORI R VALLELUNGA PHD | |||||||
| PRESIDENT & CHIEF EXECUTIVE OFFICER | 40.00 | 1.00 | X | 160833 | 0 | 6373 | |
| SAUL CYVAS | |||||||
| CHIEF ADMINISTRATIVE OFFICER | 40.00 | 1.00 | X | 78167 | 0 | 45 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 239000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 6418 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORDON FOOD SERVICE INC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 50TH STREET NW | AddressLine1 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 49548 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | FOOD SERVICE | DescriptionOfServices |
| Compensation | 211384 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Federated Campaigns | 1033 | FederatedCampaigns |
| Government Grants | 6677851 | GovernmentGrants |
| All Other Contributions | 954884 | AllOtherContributions |
| Noncash Contributions | 13641 | NoncashContributions |
| Total Contributions | 7633768 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RENTAL INCOME | 623000 | 836788 | 836788 |
| MANAGEMENT AND CONSULTING FEES | 900099 | 64969 | 64969 |
| OTHER PROGRAM SERVICE REVENUE | 900099 | 59519 | 59519 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 961276 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22457 | TotalRevenueColumn |
| Exclusion | $22,457 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| LOAN FORGIVENESS | 900099 | 4941727 | $4,941,727 |
| REDUCTION IN RESERVE FOR UNCOLLEC | 900099 | 74870 | $74,870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 5016597 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13634098 | TotalRevenueColumn |
| Related Or Exempt Function Income | 961276 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $5,039,054 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162000 | Total |
| Program Services | 162000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 317583 | Total |
| Program Services | 251798 | ProgramServices |
| Management And General | 55134 | ManagementAndGeneral |
| Fundraising | 10651 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5239732 | Total |
| Program Services | 4151418 | ProgramServices |
| Management And General | 912652 | ManagementAndGeneral |
| Fundraising | 175662 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1202873 | Total |
| Program Services | 986489 | ProgramServices |
| Management And General | 175412 | ManagementAndGeneral |
| Fundraising | 40972 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66195 | Total |
| Management And General | 66195 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59792 | Total |
| Management And General | 59792 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 283776 | Total |
| Program Services | 144368 | ProgramServices |
| Management And General | 139408 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 324121 | Total |
| Program Services | 309657 | ProgramServices |
| Management And General | 13179 | ManagementAndGeneral |
| Fundraising | 1285 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 255705 | Total |
| Program Services | 199956 | ProgramServices |
| Management And General | 48444 | ManagementAndGeneral |
| Fundraising | 7305 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94488 | Total |
| Program Services | 84341 | ProgramServices |
| Management And General | 9751 | ManagementAndGeneral |
| Fundraising | 396 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12957 | Total |
| Program Services | 4961 | ProgramServices |
| Management And General | 6970 | ManagementAndGeneral |
| Fundraising | 1026 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99202 | Total |
| Program Services | 83194 | ProgramServices |
| Management And General | 13884 | ManagementAndGeneral |
| Fundraising | 2124 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128572 | Total |
| Program Services | 74105 | ProgramServices |
| Management And General | 52306 | ManagementAndGeneral |
| Fundraising | 2161 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210203 | Total |
| Program Services | 167989 | ProgramServices |
| Management And General | 42214 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | 142400 | 124608 | 11819 | 5973 |
| TELEPHONE | 70347 | 54731 | 12537 | 3079 |
| REAL ESTATE TAXES | 65826 | 63043 | 2783 | |
| EQUIPMENT RENTAL | 54964 | 29026 | 24231 | 1707 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141098 | Total |
| Program Services | 64463 | ProgramServices |
| Management And General | 42562 | ManagementAndGeneral |
| Fundraising | 34073 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8931834 | Total |
| Program Services | 6956147 | ProgramServices |
| Management And General | 1689273 | ManagementAndGeneral |
| Fundraising | 286414 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1782537 | BOY |
| EOY | 1625273 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200000 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2500 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2214938 | BOY |
| EOY | 900050 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 377128 | BOY |
| EOY | 213269 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7492964 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3827439 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3734661 | BOY |
| EOY | 3665525 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45194 | BOY |
| EOY | 56129 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 496530 | BOY |
| EOY | 336944 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8853488 | BOY |
| EOY | 6797190 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2140312 | BOY |
| EOY | 891255 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8200560 | BOY |
| EOY | 3312659 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 740224 | BOY |
| EOY | 278097 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11081096 | BOY |
| EOY | 4482011 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -2379561 | BOY |
| EOY | 2034850 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 151953 | BOY |
| EOY | 280329 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -2227608 | BOY |
| EOY | 2315179 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8853488 | BOY |
| EOY | 6797190 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4702264 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -159477 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 10189350 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9256849 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9495746 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9194011 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7633768 | CurrentTaxYear |
| Total | 45769724 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10189350 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9256849 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9495746 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9194011 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7633768 | CurrentTaxYear |
| Total | 45769724 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 45769724 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 18867 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22902 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2194 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22457 | CurrentTaxYear |
| Total | 66420 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 462370 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1737936 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 413472 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5016597 | CurrentTaxYear |
| Total | 7630375 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 53466519 | TotalSupport |
| Gross Receipts From Admissions Etc | 2045048 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.85600 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.93660 | 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 | 45194 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 10935 | InvestmentEarningsOrLosses |
| End Of Year Balance | 56129 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 44929 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 265 | InvestmentEarningsOrLosses |
| End Of Year Balance | 45194 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 34699 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 10230 | InvestmentEarningsOrLosses |
| End Of Year Balance | 44929 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 139495 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 8082 | InvestmentEarningsOrLosses |
| Other Expenditures | 112878 | OtherExpenditures |
| End Of Year Balance | 34699 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 497310 | BeginningOfYearBalance |
| Contributions | -278369 | Contributions |
| Investment Earnings Or Losses | -79446 | InvestmentEarningsOrLosses |
| End Of Year Balance | 139495 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1007600 | OtherCostOrOtherBasis |
| Book Value | 1007600 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3236644 | OtherCostOrOtherBasis |
| Depreciation | 2546309 | Depreciation |
| Book Value | 690335 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1758429 | OtherCostOrOtherBasis |
| Depreciation | 334652 | Depreciation |
| Book Value | 1423777 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 440436 | OtherCostOrOtherBasis |
| Depreciation | 271595 | Depreciation |
| Book Value | 168841 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1049855 | OtherCostOrOtherBasis |
| Depreciation | 674883 | Depreciation |
| Book Value | 374972 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3665525 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REFUNDABLE PROGRAM ADVANCE | Description |
| Amount | $278,097 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 278097 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 17265916 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 3631818 | OtherRevenues |
| Revenue Not Rptd F990 | 3631818 | RevenueNotRptdF990 |
| Revenue Subtotal | 13634098 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 13634098 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13147078 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 4215244 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 4215244 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8931834 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8931834 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO SUPPLEMENT PROGRAM EXPENDITURES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION 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 ANAYLYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2013 AND 2012, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION 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 2010. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | REVENUE FROM AFFILIATED ORGANIZATIONS 3,631,818. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES FROM AFFILIATED ORGANIZATIONS 4,055,767. IMPAIRMENT LOSS 159,477. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | 4:1 MATCH-SAVINGS GRANT FOR EACH QUALIFYING PARTICIPANT | TypeOfGrant |
| Number Of Recipients | 27 | NumberOfRecipients |
| Amount Of Cash Grant | 162000 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
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: PARTICIPANT AGREES TO OPEN AND MAINTAIN A NO-FEE BUSINESS SAVINGS ACCOUNT WITH A FINAL BALANCE OF $15,000 REACHED NO LATER THAN APRIL 15, 2013. PARTICIPANT IS REQUIRED TO ATTEND AT LEAST 80% OF THE ETP WORKSHOP SESSIONS (12 OF 15) IN ORDER TO QUALIFY FOR THE 4:1 MATCH-SAVINGS FUNDS. ATTENDANCE TRACKED BY SIGN-IN SHEETS AT EACH ETP SESSION. A BUSINESS AND INDIVIDUAL DEVELOPMENT ACCOUNT PANEL WILL MAKE A FINAL DETERMINATION FOR APPROVAL OF THE MATCHED FUNDS BY REVIEWING THE PARTICPANT'S BUSINESS PLAN, AND MAY MAKE RECOMMENDATION FOR ADJUSTMENT BEFORE THE FUNDS WILL BE RELEASED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| 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 | LORI R VALLELUNGA PHD | NamePerson |
| Title | PRESIDENT & CHIEF EXECUTIVE OFFICER | Title |
| Base Compensation Filing Org | 125833 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 35000 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 6373 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 167206 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE INFORMATION FOR FORM 990 IS PREPARED BY THE FINANCE STAFF AND REVIEWED BY THE SENIOR DIRECTOR OF FINANCE BEFORE SUBMISSION TO THE INDEPENDENT TAX PREPARER. WHEN A DRAFT OF THE TAX RETURN IS SENT BACK TO THE ORGANIZATION BY THE TAX PREPARER, IT IS REVIEWED BY THE CEO, CAO, AND THE CHAIRMAN OF THE BOARD OF DIRECTORS. A COPY OF THE RETURN IS GIVEN TO EACH VOTING MEMBER OF THE BOARD OF DIRECTORS BEFORE THE RETURN IS FINALIZED WITH THE INTERNAL REVENUE SERVICE (IRS). | |
| FORM 990, PART VI, SECTION B, LINE 12C | COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED REGULARLY AND CONSISTENTLY. THE POLICY IS BASED UPON FULL DISCLOSURE AND WHEN NECESSARY A MANAGEMENT PLAN IS DEVELOPED TO ADDRESS ANY POSSIBLE CONFLICT OF INTEREST. IF ANY ARRANGEMENTS SHOULD ARISE SUBSEQUENT TO FILING, ALL ARE REQUIRED TO UPDATE THE DISCLOSURES. ALL DISCLOSURES WITH THE POTENTIAL FOR CONFLICT ARE REVIEWED BY APPROPRIATE COMMITTEE WHERE THEY ARE CAREFULLY EVALUATED AND IF NECESSARY, A PLAN IS DEVELOPED TO MANAGE THE POTENTIAL CONFLICT. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS. THE ACTIVITY FOR DETERMINING COMPENSATION IS LED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE COMPENSATION OF OTHER OFFICERS ARE DETERMINED BY THE PRESIDENT & CEO WHO ARE VESTED WITH THE AUTHORITY TO DETERMINE SUCH SALARIES. TYPICALLY, THE SALARIES REFLECT THE RANGES PORTRAYED IN COMPENSATION STUDIES AND DISCLOSED IN THE ANNUAL BUDGET APPROVED BY THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | A COPY OF THE ORGANIZATION'S FORM 990 IS MAINTAINED IN A PUBLIC REVIEW BINDER AT ITS PRINCIPAL OFFICE AND IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FINANCIAL INFORMATION IS DISCLOSED IN THE ORGANIZATION'S ANNUAL AUDIT AND ANNUAL REPORT. THE ANNUAL REPORT IS DISTRIBUTED TO INTERESTED PARTIES AND POSTED ON THE ORGANIZATION'S WEB SITE. | |
| FORM 990, PART XI, LINE 9: | IMPAIRMENT LOSS -159,477. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHEL NMTC MANAGER LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4950 WEST THOMAS STREET | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60651 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383737568 | EIN |
| Primary Activities | COMMUNITY DEVELOPMENT INVESTMENTS | PrimaryActivities |
| Legal Domicile State | IL | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 47 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHEL NEW LIFE INC | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| BETH-ANNE EXTENDED LIVING | ||||||||||
| 4950 WEST THOMAS STREET | CHICAGO | IL | 60651 | 364372019 | HOUSING | IL | 501(C)(3) | LINE 9 | BETHEL NEW LIFE INC | 1 |
| BETHEL PACE CENTRE | ||||||||||
| 4950 WEST THOMAS STREET | CHICAGO | IL | 60651 | 366700890 | HOUSING | IL | 501(C)(3) | LINE 9 | BETHEL NEW LIFE INC | 1 |
| BETH-ANNE RESIDENCIES | ||||||||||
| 4950 WEST THOMAS STREET | CHICAGO | IL | 60651 | 363999938 | HOUSING | IL | 501(C)(3) | LINE 9 | BETHEL NEW LIFE INC | 1 |
| BETHEL ANATHOTH GARDENS | ||||||||||
| 4950 WEST THOMAS STREET | CHICAGO | IL | 60651 | 383739932 | HOUSING | IL | 501(C)(3) | LINE 9 | BETHEL NEW LIFE INC | 1 |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW LIFE COMMUNITY INVESTMENT LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4950 WEST THOMAS STREET | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60653 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010361103 | EIN |
| Primary Activity | COMMUNITY DEVELOPMENT INVESTMENTS | PrimaryActivity |
| Legal Domicile State | IL | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHEL NMTC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | INVESTMENT INCOME | PredominantIncomeType |
| Share Of EOY Assets | 47 | ShareOfEOYAssets |
| Disproportionate Allocations | 1 | DisproportionateAllocations |
| General Or Managing Partner | 1 | GeneralOrManagingPartner |
| Percentage Ownership | 0.00020 | PercentageOwnership |
| 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 | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| 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 | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| BETH-ANNE EXTENDED LIVING | ||
| D | 206711 | FAIR MARKET VALUE |
| BETH-ANNE EXTENDED LIVING | ||
| Q | 72172 | FAIR MARKET VALUE |
| BETH-ANNE RESIDENCES | ||
| Q | 115781 | FAIR MARKET VALUE |
| BETHEL ANATHOTH GARDENS NFP | ||
| Q | 53901 | FAIR MARKET VALUE |
Comments