ALLIANCE FOR INDEPENDENCE INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ALLIANCE FOR INDEPENDENCE INC (EIN 59-0812958)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-01-21
- IRS object ID
- 201340219349300154
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-21T10:04:38-06:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 EAST MAIN STREET | AddressLine1 |
| City | LAKELAND | City |
| State | FL | State |
| ZIP Code | 33801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590812958 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLIANCE FOR INDEPENDENCE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALLI | NameControl |
| Phone | 8636653846 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1038 SUNSHINE DRIVE EAST | AddressLine1 |
| City | LAKELAND | City |
| State | FL | State |
| ZIP Code | 33801 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHIRLEY BALOGH | Name |
| Title | PRESIDENT | Title |
| Phone | 8636653846 | Phone |
| Date Signed | 2013-01-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TORI LEHMAN | Name |
| PTIN | P00313085 | PTIN |
| Phone | 8636877000 | Phone |
| Date Prepared | 2013-01-16 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SHIRLEY BALOGH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1038 SUNSHINE DRIVE EAST | AddressLine1 |
| City | LAKELAND | City |
| State | FL | State |
| ZIP Code | 33801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1468451 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.AFI-FL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1954 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | OFFERING INDIVIDUALS WITH DISABILITIES THE AVENUES TO EXPLORE AND EXPERIENCE PERSONAL GROWTH AND ACHIEVEMENT THROUGH AWARENESS, EDUCATION, COMMUNITY RESOURCES, AND PERSONAL RELATIONSHIPS. INDIVIDUALIZED SKILLS TRAINING IN VOCATIONAL, ACADEMIC, SOCIAL SKILLS AND INDEPENDENT LIFE SKILLS AREAS ARE OFFERED TO PROMOTE AND SUPPORT THE MAXIMIZATION OF INDEPENDENCE FOR EVERY PERSON SERVED. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 141 | TotalNbrEmployees |
| Total Nbr Volunteers | 67 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 731693 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 445961 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 998196 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 881786 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 13558 | InvestmentIncomePriorYear |
| Investment Income Current Year | 13843 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 109284 | OtherRevenuePriorYear |
| Other Revenue Current Year | 89392 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1852731 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1430982 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1293303 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1149190 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 26240 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 536849 | OtherExpensePriorYear |
| Other Expenses Current Year | 503222 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1830152 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1652412 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 22579 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -221430 | RevenuesLessExpensesCY |
| Total Assets BOY | 776084 | TotalAssetsBOY |
| Total Assets EOY | 790624 | TotalAssetsEOY |
| Total Liabilities BOY | 172315 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 352224 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 603769 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 438400 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | OFFERING INDIVIDUALS WITH DISABILITIES THE AVENUES TO EXPLORE AND EXPERIENCE PERSONAL GROWTH AND ACHIEVEMENT THROUGH AWARENESS, EDUCATION, COMMUNITY RESOURCES, AND PERSONAL RELATIONSHIPS. INDIVIDUALIZED SKILLS TRAINING IN VOCATIONAL, ACADEMIC, SOCIAL SKILLS AND INDEPENDENT LIFE SKILLS AREAS ARE OFFERED TO PROMOTE AND SUPPORT THE MAXIMIZATION OF INDEPENDENCE FOR EVERY PERSON SERVED. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 358326 | Expense |
| Revenue | 258310 | Revenue |
| Description | GROUP HOMES:YEAR-ROUND RESIDENCE PROVIDING SUPERVISION AND INDEPENDENT SKILLS/COMMUNITY INTEGRATION TRAINING TO: 5 ADULT MALE RESIDENTS (CARLETON HOME) 4 ADULT FEMALE RESIDENTS (DENTON HOME)SERVICES AND SUPPORT ARE AVAILABLE 24 HOURS PER DAY, 365 DAYS PER YEAR. ALL INDIVIDUALS ARE INVOLVED IN A VOCATIONAL/DAY ACTIVITY PROGRAM. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1028105 | Expense |
| Revenue | 623476 | Revenue |
| Description | ADULT DAY TRAINING:TEACHING VOCATIONAL ACADEMIC, SOCIAL AND BASIC LIFE SKILLS TO DISABLED ADULTS WHICH PROMOTES A HIGHER LEVEL OF INDEPENDENCE. ACHIEVING MORE THAN 440 MAJOR GOALS PER YEAR DEMONSTRATES THE ABILITIES AND DESIRE TO SUCCEED BY THOSE SERVED.SERVING APPROXIMATELY 110 ADULTS, 240 DAYS PER YEAR, MONDAY THROUGH FRIDAY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 55533 | Expense |
| Description | MAINTENANCE:2 FULL-TIME STAFF WHO MAINTAIN THE BUILDINGS AND GROUNDS FOR AFI INCLUDING ADMINISTRATIVE BUILDING, SKILLS, & TECO, AND GROUP HOMES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1441964 | 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 | 0 | 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 | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 141 | 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 | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIRLEY BALOGH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8636653846 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1038 SUNSHINE DRIVE EAST | AddressLine1 |
| City | LAKELAND | City |
| State | FL | State |
| ZIP Code | 33801 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| JENNIFER ADAMS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN BURTON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MONROE HASKINS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CAROL ASBILL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HILARY CRENSHAW | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DEBORAH HEATHERLEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SARAH BARNETT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN DORAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ANDREW HERNAN | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| LARRY BULL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES HARMER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| J MICHAEL HUNTER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SUZETTE JONES | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID RAMOS CPA | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| SCOTT SLOMAN | ||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | X |
| TIMOTHY KILEY | ||||||
| CHAIR ELECT | 1.00 | X | 0 | 0 | 0 | X |
| JAMES REHBERG | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KAREN VOLKMANN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHARLES LAKE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BART ROSS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ANN-MARIE WENDEL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RON LOSCH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SENA SCHIRM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM WHEELER JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SHERRIE LONG | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ANTHONY SENZAMICI JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICHARD WILLS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| THOMAS PATTERSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SHIRLEY BALOGH | ||||||
| PRESIDENT | 39.00 | 85051 | 0 | 5886 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 85051 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 5886 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 445961 | AllOtherContributions |
| Total Contributions | 445961 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADULT DAY TRAINING | 624310 | 623476 | 623476 |
| GROUP HOMES | 624310 | 258310 | 258310 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 881786 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13843 | TotalRevenueColumn |
| Exclusion | $13,843 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 102576 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 37469 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 65107 | TotalRevenueColumn |
| Exclusion | $65,107 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 624310 | BusinessCode |
| Total Revenue Column | 24285 | TotalRevenueColumn |
| Exclusion | $24,285 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 24285 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1430982 | TotalRevenueColumn |
| Related Or Exempt Function Income | 881786 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $103,235 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91431 | Total |
| Program Services | 22858 | ProgramServices |
| Management And General | 68573 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 896170 | Total |
| Program Services | 851240 | ProgramServices |
| Management And General | 28622 | ManagementAndGeneral |
| Fundraising | 16308 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10203 | Total |
| Program Services | 8201 | ProgramServices |
| Management And General | 1702 | ManagementAndGeneral |
| Fundraising | 300 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80816 | Total |
| Program Services | 68493 | ProgramServices |
| Management And General | 9757 | ManagementAndGeneral |
| Fundraising | 2566 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70570 | Total |
| Program Services | 62751 | ProgramServices |
| Management And General | 6646 | ManagementAndGeneral |
| Fundraising | 1173 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38185 | Total |
| Program Services | 31994 | ProgramServices |
| Management And General | 6191 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4150 | Total |
| Program Services | 2179 | ProgramServices |
| Management And General | 1971 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26460 | Total |
| Program Services | 25061 | ProgramServices |
| Management And General | 1399 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128936 | Total |
| Program Services | 120898 | ProgramServices |
| Management And General | 7248 | ManagementAndGeneral |
| Fundraising | 790 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70591 | Total |
| Program Services | 67381 | ProgramServices |
| Management And General | 3210 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 756 | Total |
| Program Services | 698 | ProgramServices |
| Management And General | 58 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7734 | Total |
| Program Services | 667 | ProgramServices |
| Management And General | 7067 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68188 | Total |
| Program Services | 65420 | ProgramServices |
| Management And General | 2768 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61055 | Total |
| Program Services | 27036 | ProgramServices |
| Management And General | 28916 | ManagementAndGeneral |
| Fundraising | 5103 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CLIENT WAGES | 33715 | 33715 | |
| MISCELLANEOUS | 26103 | 17649 | 8454 |
| PERSONAL ALLOWANCES AND | 22991 | 22250 | 741 |
| BAD DEBT EXPENSE | 6000 | 6000 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8358 | Total |
| Program Services | 7473 | ProgramServices |
| Management And General | 885 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1652412 | Total |
| Program Services | 1441964 | ProgramServices |
| Management And General | 184208 | ManagementAndGeneral |
| Fundraising | 26240 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49268 | BOY |
| EOY | 40356 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12257 | BOY |
| EOY | 14960 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74052 | BOY |
| EOY | 59564 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2027754 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1738240 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 326590 | BOY |
| EOY | 289514 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 309351 | BOY |
| EOY | 381663 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4316 | BOY |
| EOY | 4316 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250 | BOY |
| EOY | 251 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 776084 | BOY |
| EOY | 790624 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92677 | BOY |
| EOY | 102634 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79638 | BOY |
| EOY | 249590 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 172315 | BOY |
| EOY | 352224 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 556604 | BOY |
| EOY | 403113 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47165 | BOY |
| EOY | 35287 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 603769 | BOY |
| EOY | 438400 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 776084 | BOY |
| EOY | 790624 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -221430 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 56061 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 402186 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 343772 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 342977 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 731693 | CurrentTaxYearMinus1Year |
| Current Tax Year | 445961 | CurrentTaxYear |
| Total | 2266589 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 402186 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 343772 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 342977 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 731693 | CurrentTaxYearMinus1Year |
| Current Tax Year | 445961 | CurrentTaxYear |
| Total | 2266589 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 2266589 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30288 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14247 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11844 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13558 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13843 | CurrentTaxYear |
| Total | 83780 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 58870 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 66165 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 102530 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 137837 | CurrentTaxYearMinus1Year |
| Current Tax Year | 126861 | CurrentTaxYear |
| Total | 492263 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2842632 | TotalSupport |
| Gross Receipts From Admissions Etc | 5909885 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.79740 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.78570 | 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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 76526 | OtherCostOrOtherBasis |
| Book Value | 76526 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1313165 | OtherCostOrOtherBasis |
| Depreciation | 1184342 | Depreciation |
| Book Value | 128823 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 597234 | OtherCostOrOtherBasis |
| Depreciation | 531685 | Depreciation |
| Book Value | 65549 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 40829 | OtherCostOrOtherBasis |
| Depreciation | 22213 | Depreciation |
| Book Value | 18616 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 289514 | TotalOfBookValueLandBuildings |
| Total Revenue | 1430982 | TotalRevenue |
| Total Expenses | 1652412 | TotalExpenses |
| Excess Or Deficit For Year | -221430 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 56061 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 56061 | TotalAdjustments |
| Excess Or Deficit Per FS | -165369 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1524512 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 56061 | NetUnrealizedGainsInvestments |
| Other Revenues | 37469 | OtherRevenues |
| Revenue Not Rptd F990 | 93530 | RevenueNotRptdF990 |
| Revenue Subtotal | 1430982 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1430982 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1689881 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 37469 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 37469 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1652412 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1652412 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING COSTS 37,469. |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING COSTS 37,469. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CULINARY TRAINING | NameOfEvent1 |
| Gross Receipts Event1 | 25000 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 25000 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 2058 | OtherDirectExpensesEvent1 |
| Name Of Event2 | WINE FESTIVAL | NameOfEvent2 |
| Gross Receipts Event2 | 67080 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 67080 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 15182 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 6 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 10496 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 10496 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 20229 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 102576 | GrossReceiptsTotal |
| Gross Revenue Total Events | 102576 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 37469 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 37469 | DirectExpenseSummaryEvents |
| Net Income Summary | 65107 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | DRAFT FORM 990 IS EMAILED TO ALL BOARD MEMBERS FOR THEIR REVIEW AND APPROVAL PRIOR TO ITS FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST QUESTIONAIRE IS FILLED OUT AND SIGNED BY EACH BOARD MEMBER ANNUALLY. | |
| FORM 990, PART VI, SECTION B, LINE 15 | AN ANNUAL REVIEW IS GIVEN TO THE CEO/PRESIDENT AND IS BASED ON INTERVIEWS WITH OTHERS IN THE ORGANIZATION. A REVIEW OF CURRENT COMMENSURATE COMPENSATION FOR THE POSITION IN THIS REGION IS REVIEWED ALONG WITH PERFORMANCE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 56,061. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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