WEBER HSA INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
WEBER HSA INC (EIN 30-0424123)
Tax period
2011-07-01 to 2012-06-30
Filed
2012-12-28
IRS object ID
201340079349300789
Schema version
2011v1.2
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

FieldValueIRS element (for citing)
Timestamp2012-12-28T11:37:40-08:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1JOSEPH L GIL CPA PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line144 SOUTH BAYLES AVENUE SUITE 206AddressLine1
CityPORT WASHINGTONCity
StateNYState
ZIP Code11050ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN300424123EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1WEBER HSA INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlWEBENameControl
Phone5169448487Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line152 CAMPUS DRIVEAddressLine1
CityPORT WASHINGTONCity
StateNYState
ZIP Code11050ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMARIANN DALIMONTEName
TitleSENIOR PRESIDENTTitle
Phone5169448487Phone
Date Signed2012-09-25DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJOSEPH L GIL CPA PCName
Phone5167672760Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

Name Of Principal Officer Business NameOfPrincipalOfficerBusiness

FieldValueIRS element (for citing)
Business Name Line1MARIANN DALIMONTEBusinessNameLine1

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line152 CAMPUSAddressLine1
CityPORT WASHINGTONCity
StateNYState
ZIP Code11050ZIPCode
FieldValueIRS element (for citing)
Gross Receipts61831GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitehttp://www.weberhsa.org/WebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2007YearFormation
State Legal DomicileNYStateLegalDomicile
Activity Or Mission DescriptionThe mission of the Weber HSA is to promote the welfare of our children in the home, in the school, and in the community of Port Washington, New York. The Weber HSA seeks to bring the home and the school into closer relation in order to raise the standards of the school experience for the Weber students.ActivityOrMissionDescription
Nbr Voting Members Governing Body8NbrVotingMembersGoverningBody
Nbr Independent Voting Members8NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers100TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year14810ContributionsGrantsPriorYear
Contributions Grants Current Year39865ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year6InvestmentIncomePriorYear
Investment Income Current Year3InvestmentIncomeCurrentYear
Other Revenue Prior Year19638OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year34454TotalRevenuePriorYear
Total Revenue Current Year39868TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year21030GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY21976GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year13815OtherExpensePriorYear
Other Expenses Current Year13318OtherExpensesCurrentYear
Total Expenses Prior Year34845TotalExpensesPriorYear
Total Expenses Current Year35294TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-391RevenuesLessExpensesPriorYear
Revenues Less Expenses CY4574RevenuesLessExpensesCY
Total Assets BOY32133TotalAssetsBOY
Total Assets EOY36907TotalAssetsEOY
Total Liabilities EOY555TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY32133NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY36352NetAssetsOrFundBalancesEOY
Mission DescriptionThe mission of the Weber HSA is to promote the welfareMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense32631Expense
Revenue39868Revenue
DescriptionTHE WEBER HSA WORKS WITH EDUCATORS, OTHER COMMUNITY PARENT ORGANIZATIONS, AND THE GENERAL PUBLIC IN A UNITED EFFORT TO SECURE THE HIGHEST ADVANTAGES IN PHYSICAL, MENTAL AND SOCIAL EDUCATION FOR EVERY CHILD.Description
Total Program Service Expense32631TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquipfalseReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredfalseScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members8NbrVotingGoverningBodyMembers
Number Independent Voting Members8NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholderstrueMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovaltrueDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonsfalseAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementfalseRegularMonitoringEnforcement
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicyfalseDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonSHAREN KAMNamePerson
Telephone Number5169448487TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line152 CAMPUS DRAddressLine1
CityPORT WASHINGTONCity
StateNYState
ZIP Code11050ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (11 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
MARIANN DALIMONTE
Senior President10.00X000
MARY ALICE KOHS
Junior President10.00X000
MEREDITH STEIGMAN
Vice President of Membership10.00X000
KATIE FOGARTY
Vice President of Communication10.00X000
VALERIE TAYLOR
Recording Vice President10.00X000
JILL MINDLIN
Corresponding Vice President10.00X000
SHAREN KAM
Treasurer10.00X000
EMILY BEYS
President Emeritus10.00X000
CATHY ADELHARDT
Member at Large10.00X000
DIANA LUPOLI
Member at Large10.00X000
DOROTHY RULE
Member at Large10.00X000
FieldValueIRS element (for citing)
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Membership Dues15390MembershipDues
Fundraising Events21727FundraisingEvents
All Other Contributions2748AllOtherContributions
Total Contributions39865TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column3TotalRevenueColumn
FieldValueIRS element (for citing)
Gross Income Fundraising Events21963GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events21727CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses21963FundraisingDirectExpenses

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column39868TotalRevenueColumn
Related Or Exempt Function Income3RelatedOrExemptFunctionIncome

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total21976Total
Program Services21976ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total810Total
Program Services0ProgramServices
Management And General810ManagementAndGeneral
Fundraising0Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total1597Total
Program Services0ProgramServices
Management And General1597ManagementAndGeneral
Fundraising0Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total256Total
Program Services0ProgramServices
Management And General256ManagementAndGeneral
Fundraising0Fundraising

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionProgram expensesDescription
Total10655Total
Program Services10655ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total35294Total
Program Services32631ProgramServices
Management And General2663ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY26488BOY
EOY26996EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY5645BOY
EOY5648EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
EOY3377EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
EOY886EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY32133BOY
EOY36907EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
EOY555EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY555EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY32133BOY
EOY36352EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY32133BOY
EOY36352EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY32133BOY
EOY36907EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses4574ReconcilationRevenueExpenses
Reconcilation Other Changes-355ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedfalseFSAudited
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2
Public Support Total1700PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Public Support Pertcentage1700PublicSupportPertcentage170

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years18949CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years18280CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years18187CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year18667CurrentTaxYearMinus1Year
Current Tax Year39865CurrentTaxYear
Total113948Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years18949CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years18280CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years18187CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year18667CurrentTaxYearMinus1Year
Current Tax Year39865CurrentTaxYear
Total113948Total
FieldValueIRS element (for citing)
Public Support Total509113948PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years191CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years68CurrentTaxYearMinus3Years
Current Tax Year Minus1 Year6CurrentTaxYearMinus1Year
Current Tax Year3CurrentTaxYear
Total268Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years191CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years68CurrentTaxYearMinus3Years
Current Tax Year Minus1 Year6CurrentTaxYearMinus1Year
Current Tax Year3CurrentTaxYear
Total268Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years11294CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years19260CurrentTaxYearMinus3Years
Total30554Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Total144770Total
FieldValueIRS element (for citing)
First5 Years509XFirst5Years509
Public Support Percentage5090PublicSupportPercentage509
Investment Income Percentage0InvestmentIncomePercentage
Facts And Circumstances TestOTHER INCOME PART III, LINE 12; DESCRIPTION: FUNDRAISING; 2007: 11294.; 2008: 19260.;FactsAndCircumstancesTest

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedfalseRecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1CARRIE PALMER WEBER MIDDLE SCHOOLBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line152 CAMPUS DRIVEAddressLine1
CityPORT WASHINGTONCity
StateNYState
ZIP Code11050ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient116001994EINOfRecipient
Amount Of Cash Grant21915AmountOfCashGrant
Purpose Of Grantsupplemental fundingPurposeOfGrant

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifierExplanationExplanation
Pt VI, Line 6The organization has members.
Pt VI, Line 7aThe members of the organization have voting rights.
Pt VI, Line 7bThe decisions are subject to the approval by the members.
Pt VI, Line 11aThe form 990 is reviewed by the board.
Form 990, Part IX, Line 24fMEMBERSHIP NEWSLETTERS SOCIAL INVITES STUDENT DIRECTORY

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