UNIVERSITY CITY DISTRICT: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY CITY DISTRICT (EIN 23-2913784)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-08
- IRS object ID
- 201340399349301404
- 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 | 2013-02-08T16:01:50-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232628828 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHECHTMAN MARKS DEVOR PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 MARKET STREET SUITE 500 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232913784 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY CITY DISTRICT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 2152430555 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940-42 CHESTNUT STREET | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19104 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MATTHEW BERGHEISER | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2152430555 | Phone |
| Date Signed | 2013-02-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL SUTTER CPA | Name |
| PTIN | P01400284 | PTIN |
| Phone | 2154969200 | Phone |
| 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 | MATTHEW BERGHEISER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3490 CHESTNUT STREET | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8333318 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UNIVERSITYCITY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1997 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | TO FOSTER A VIBRANT, COMPETITIVE UNIVERSITY CITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 17 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4715520 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6111099 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1714255 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2180524 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 11109 | InvestmentIncomePriorYear |
| Investment Income Current Year | 38926 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6440884 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8330549 | 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 | 1106144 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1273141 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 134019 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5220067 | OtherExpensePriorYear |
| Other Expenses Current Year | 5978206 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6326211 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7251347 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 114673 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1079202 | RevenuesLessExpensesCY |
| Total Assets BOY | 4385262 | TotalAssetsBOY |
| Total Assets EOY | 5271959 | TotalAssetsEOY |
| Total Liabilities BOY | 580012 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 559026 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3805250 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4712933 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE ORGANIZATION WORKS TO MAKE UNIVERSITY CITY MORE VIBRANT AND COMPETITIVE BY IMPROVING QUALITY OF LIFE, MARKETING AND PROMOTING THE NEIGHBORHOOD, UNDERTAKING COMMERCIAL AND PUBLIC SPACE REVITILIZATION EFFORTS, AND CONNECTING RESIDENTS TO ECONOMIC OPPORTUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3661275 | Expense |
| Revenue | 964889 | Revenue |
| Description | CLEAN AND SAFE - UNIVERSITY CITY DISTRICT'S SEVEN-DAY-A-WEEK TEAM OF MORE THAN 100 AMBASSADORS AND MAINTENANCE WORKERS HELP TO SET THE FOUNDATION FOR A CLEAN, SAFE, WELCOMING AND VIBRANT UNIVERSITY CITY DISTRICT FOR TENS OF THOUSANDS OF RESIDENTS, EMPLOYEES, STUDENTS AND VISITORS. THEY SERVE AS A HIGHLY VISIBLE DETERRENT TO CRIME, PROVIDING ADDITIONAL EYES AND EARS ON THE STREET FOR POLICE AND SECURITY PATROLS. THEY ALSO WORK TO ELIMINATE GRAFFITI AND SUPPLEMENT TRASH REMOVAL ON UNIVERSITY CITY SIDEWALKS. APPROXIMATELY 50,000 PEOPLE, 50 ORGANIZATIONS AND 150 BUSINESSES BENEFIT FROM THE PROGRAM. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 576789 | Expense |
| Revenue | 56950 | Revenue |
| Description | MARKETING - UNIVERSITY CITY DISTRICT STAFF PROMOTE THE NEIGHBORHOOD AS A VIBRANT DESTINATION, RUNNING OUTDOOR EVENTS, ORGANIZING RETAIL AND RESTAURANT PROMOTIONS, AND DRIVING PEDESTRIAN TRAFFIC TO UNIVERSITY CITY'S COMMERCIAL CORRIDORS. APPROXIMATELY 50,000 PEOPLE, 50 ORGANIZATIONS AND 150 BUSINESSES BENEFIT FROM THE PROGRAM. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1868172 | Expense |
| Revenue | 1165966 | Revenue |
| Description | ECONOMIC DEVELOPMENT - UNIVERSITY CITY DISTRICT PLANS AND IMPLEMENTS PUBLIC SPACE IMPROVEMENTS AND CAPITAL INVESTMENTS TO PROMOTE THE COMMERCIAL AND RESIDENTIAL VIBRANCY OF THE NEIGHBORHOOD. THE DISTRICT'S FOCUS ON RETAIL ATTRACTION AND SUPPORT ADDS TO THE COMMERCIAL LANDSCAPE OF UNIVERSITY CITY. IN ADDITION, THE DISTRICT ORGANIZES ITS INSTITUTIONAL AND BUSINESS PARTNERS AROUND SHARED SERVICES, MOST NOTABLY LUCY (LOOP THROUGH UNIVERSITY CITY). LUCY IS A MINI-TRANSIT SYSTEM, OPERATED BY SEPTA, THAT PROVIDES A CRITICAL LINK BETWEEN PHILADELPHIA'S TRANSPORTATION HUB AT 30TH STREET STATION AND UNIVERSITY CITY'S LARGEST EMPLOYERS. APPROXIMATELY 50,000 PEOPLE, 50 ORGANIZATIONS AND 150 BUSINESSES BENEFIT FROM THE PROGRAM. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 442473 | Expense |
| Revenue | 5232 | Revenue |
| Description | SKILLS INITIATIVE - LAUNCHED IN 2009, THE DISTRICT'S WEST PHILADELPHIA SKILLS INITIATIVE PROGRAM BUILDS ON THE INSTITUTIONAL PARTNERSHIP AT THE CORE OF THE DISTRICT'S OPERATIONS, AND CREATES PROGRAMS TO CONNECT WEST PHILADELPHIA RESIDENTS TO ENTRY LEVEL, HIGH PRIORITY JOBS AT THE HEALTH SYSTEMS AND UNIVERSITIES IN THE DISTRICT. THE SKILLS INITIATIVE ENCOMPASSES A SUMMER JOBS PROGRAM, A HEALTH CARE APPRENTICESHIP INITIATIVE FOR YOUNG ADULTS AND VARIOUS PIPELINE PROGRAMS FOR CAREER OPPORTUNITIES. APPROXIMATELY 50,000 PEOPLE, 50 ORGANIZATIONS AND 150 BUSINESSES BENEFIT FROM THE PROGRAM. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 442473 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 5232 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 6548709 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 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 | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 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 | 17 | 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 |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATT BERGHEISER EXECUTIVE DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2152430555 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940-42 CHESTNUT STREET | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19104 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| CRAIG CARNAROLI | ||||||
| CHAIRMAN, OFFICER | 2.00 | X | 0 | 0 | 0 | |
| JAMES R TUCKER | ||||||
| VICE-CHAIR, OFFICER | 2.00 | X | 0 | 0 | 0 | |
| DAVID J ADELMAN | ||||||
| VICE-CHAIR, OFFICER | 2.00 | X | 0 | 0 | 0 | |
| JOSEPH TRAINOR | ||||||
| TREASURER, OFFICER | 2.00 | X | 0 | 0 | 0 | |
| MAUREEN RUSH | ||||||
| SECRETARY, OFFICER | 2.00 | X | 0 | 0 | 0 | |
| MADELINE BELL | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DOROTHY WELCH BERLIND | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DELLA CLARK | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BARRY GROSSBACH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CURTIS M HESS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LINDSAY JOHNSTON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL JONES | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DANIEL LIBERATOSCIOLI | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DONALD E MELNICK | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARK MENDENHALL | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CHRISTOPHER D MONTELLO | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BRAD PAUL | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SUSAN E PHILLIPS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ANTHONY S RIMIKIS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM SCHWARTZ | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| NELSON SHAFFER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DOUGLAS R SMITH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| TANYA STEINBERG | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| EARL WILLIAMS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MATTHEW BERGHEISER | ||||||
| EXECUTIVE DIRECTOR | 40.00 | 173783 | 0 | 25039 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 173783 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 25039 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 6111099 | AllOtherContributions |
| Total Contributions | 6111099 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| LUCY INCOME | 485000 | 1165966 | 1165966 |
| PUBLIC SAFETY | 900099 | 912872 | 912872 |
| GENERAL SERVICES | 900099 | 39003 | 39003 |
| MARKETING PROGRAM | 900099 | 30450 | 30450 |
| DINING DAYS | 900099 | 26500 | 26500 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5733 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5733 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2180524 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26413 | TotalRevenueColumn |
| Exclusion | $26,413 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 15282 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 2769 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 12513 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12513 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12513 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8330549 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2193037 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $26,413 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 214471 | Total |
| Program Services | 188733 | ProgramServices |
| Management And General | 15014 | ManagementAndGeneral |
| Fundraising | 10724 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 846467 | Total |
| Program Services | 528016 | ProgramServices |
| Management And General | 238828 | ManagementAndGeneral |
| Fundraising | 79623 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16444 | Total |
| Program Services | 6537 | ProgramServices |
| Management And General | 7864 | ManagementAndGeneral |
| Fundraising | 2043 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116901 | Total |
| Program Services | 83535 | ProgramServices |
| Management And General | 21816 | ManagementAndGeneral |
| Fundraising | 11550 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78858 | Total |
| Program Services | 55412 | ProgramServices |
| Management And General | 16742 | ManagementAndGeneral |
| Fundraising | 6704 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5828 | Total |
| Program Services | 5828 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60878 | Total |
| Management And General | 60878 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58130 | Total |
| Program Services | 53201 | ProgramServices |
| Fundraising | 4929 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97559 | Total |
| Program Services | 93885 | ProgramServices |
| Management And General | 3674 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92009 | Total |
| Management And General | 92009 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| SAFETY AND MAINTENANCE | 3292962 | 3292962 |
| LUCY PROGRAM | 1151364 | 1151364 |
| EVENTS | 277964 | 277964 |
| WORKFORCE INITIATIVE | 255280 | 255280 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 686232 | Total |
| Program Services | 555992 | ProgramServices |
| Management And General | 111794 | ManagementAndGeneral |
| Fundraising | 18446 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7251347 | Total |
| Program Services | 6548709 | ProgramServices |
| Management And General | 568619 | ManagementAndGeneral |
| Fundraising | 134019 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 600 | BOY |
| EOY | 600 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2485600 | BOY |
| EOY | 2370291 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 875665 | BOY |
| EOY | 1569988 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 523878 | BOY |
| EOY | 443910 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 50164 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2510478 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2116490 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139023 | BOY |
| EOY | 393988 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 267560 | BOY |
| EOY | 345426 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92936 | BOY |
| EOY | 97592 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4385262 | BOY |
| EOY | 5271959 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 578926 | BOY |
| EOY | 557940 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1086 | BOY |
| EOY | 1086 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 580012 | BOY |
| EOY | 559026 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2478563 | BOY |
| EOY | 2578961 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1326687 | BOY |
| EOY | 2133972 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3805250 | BOY |
| EOY | 4712933 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4385262 | BOY |
| EOY | 5271959 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1079202 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -171520 | 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 Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4846937 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4261462 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5009218 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4715520 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6111099 | CurrentTaxYear |
| Total | 24944236 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1207686 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1283436 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1204437 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1701038 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2174791 | CurrentTaxYear |
| Total | 7571388 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6054623 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5544898 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6213655 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6416558 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8285890 | CurrentTaxYear |
| Total | 32515624 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 32515624 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 50693 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 41662 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22865 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11109 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26413 | CurrentTaxYear |
| Total | 152742 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 50693 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 41662 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22865 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11109 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26413 | CurrentTaxYear |
| Total | 152742 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5078 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1102 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26816 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13217 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18246 | CurrentTaxYear |
| Total | 64459 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6110394 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5587662 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6263336 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6440884 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8330549 | CurrentTaxYear |
| Total | 32732825 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99340 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99210 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00470 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00620 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 353107 | BeginningOfYearBalance |
| Contributions | 60000 | Contributions |
| Investment Earnings Or Losses | 12984 | InvestmentEarningsOrLosses |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 426091 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 242841 | BeginningOfYearBalance |
| Contributions | 60000 | Contributions |
| Investment Earnings Or Losses | 51044 | InvestmentEarningsOrLosses |
| Administrative Expenses | 778 | AdministrativeExpenses |
| End Of Year Balance | 353107 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 157974 | BeginningOfYearBalance |
| Contributions | 60000 | Contributions |
| Investment Earnings Or Losses | 27886 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3019 | GrantsOrScholarships |
| End Of Year Balance | 242841 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 177588 | BeginningOfYearBalance |
| Contributions | 15000 | Contributions |
| Investment Earnings Or Losses | -34614 | InvestmentEarningsOrLosses |
| End Of Year Balance | 157974 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.81000 | BoardDesignatedEOYBalance |
| Term Endowment EOY Balance | 0.19000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1913640 | OtherCostOrOtherBasis |
| Depreciation | 1855586 | Depreciation |
| Book Value | 58054 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 222462 | OtherCostOrOtherBasis |
| Depreciation | 184305 | Depreciation |
| Book Value | 38157 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 374376 | OtherCostOrOtherBasis |
| Depreciation | 76599 | Depreciation |
| Book Value | 297777 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 393988 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CIF SHORT DURATION BOND FUND | Description |
| Book Value | 345426 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 345426 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED REVENUE | Description |
| Amount | $1,086 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1086 | TotalOfAmounts |
| Total Revenue | 8330549 | TotalRevenue |
| Total Expenses | 7251347 | TotalExpenses |
| Excess Or Deficit For Year | 1079202 | ExcessOrDeficitForYear |
| Other | -$171,520 | OtherAmount |
| Total Adjustments | -171520 | TotalAdjustments |
| Excess Or Deficit Per FS | 907682 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8508292 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3481 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 174262 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 177743 | RevenueNotRptdF990 |
| Revenue Subtotal | 8330549 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8330549 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7600609 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 349262 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 349262 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7251347 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7251347 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE TERM ENDOWMENT IS TO BE USED TO BENEFIT CLARK PARK. THE QUASI-ENDOWMENT WAS ESTABLISHED BY THE BOARD AS A RESERVE FOR THE FURTHERANCE OF THE ORGANIZATION'S MISSION. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | UNREALIZED LOSS ON INVESTMENT HELD BY THIRD PARTY -4,882. UNREALIZED GAINS 8,362. DONATED RENT EXPENSES IN CURRENT YEAR -175,000. TOTAL TO SCHEDULE D, PART XI, LINE 8: -171,520. | |
| PART XI LINE 8: UNREALIZED LOSS ON INVESTMENT BY THIRD PARTY $(4,882) UNREALIZED GAIN 8,363 DONATED RENT IN CURRENT YEAR (175,000) TOTAL OTHER ADJUSTMENTS (171,519) PART XII, LINE 2D DIRECT EXPENSES FOR FUNDRAISER | ||
| PART X, FIN 48 FOOTNOTE: UNCERTAIN TAX POSITIONS: MANAGEMENT OF THE DISTRICT CONSIDERS THE LIKELIHOOD OF CHANGES BY TAXING AUTHORITIES IN ITS FILED INCOME TAX RETURNS AND RECOGNIZES A LIABILITY FOR OR DISCLOSES POTENTIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKELY THAN NOT TO OCCUR UPON EXAMINATION BY TAX AUTHORITIES, INCLUDING CHANGES TO THE DISTRICT'S STATUS AS A NOT-FOR-PROFIT ENTITY. MANAGEMENT BELIEVES THE DISTRICT MET THE REQUIREMENTS TO MAINTAIN ITS TAX-EXEMPT STATUS AND HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS SUBJECT TO THE UNRELATED BUSINESS INCOME TAX THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE DISTRICT'S INCOME TAX RETURNS FOR THE PAST THREE YEARS ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES, AND MAY CHANGE UPON EXAMINATION. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 | MATTHEW BERGHEISER | NamePerson |
| Base Compensation Filing Org | 150533 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 23250 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 6297 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 18742 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 198822 | 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 (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MAUREEN RUSH, A VICE-PRESIDENT AT THE UNIVERSITY OF PENNSYLVANIA, REPORTS TO CRAIG CARNAROLI, THE EXECUTIVE VICE-PRESIDENT AT THE UNIVERSITY OF PENNSYLVANIA. THE BOARD'S SHARED COLLABORATIVE NATURE HAS PROVIDED THE FOUNDATION FOR UCD'S CREATION. THIS SAME SHARED VISION FOR COLLABORATION AND INNOVATION HAS ALLOWED THE BOARD MEMBERS TO PARTNER WITH EACH OTHER IN THE AREAS OF EDUCATION, RESEARCH, HEALTH CARE AND DEVELOPMENT. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE AUDITOR SUBMITS A DRAFT 990 TO THE EXECUTIVE DIRECTOR AND TREASURER FOR REVIEW. THEY WILL, IN TURN, PROVIDE A COPY TO THE EXECUTIVE/FINANCE COMMITTEE FOR THEIR REVIEW. QUESTIONS AND COMMENTS FROM THEIR REVIEW WILL BE FORWARDED TO THE TREASURER. THE TREASURER WILL CONVEY THESE QUESTIONS AND COMMENTS TO THE AUDITORS. THE TREASURER WILL REPORT BACK TO THE EXECUTIVE/FINANCE COMMITTEE WITH THE AUDITOR'S COMMENTS. AT THAT TIME THE EXECUTIVE/FINANCE COMMITTEE WILL EITHER APPROVE THE DRAFT OR CONTACT THE AUDITOR WITH ADDITIONAL COMMENTS. AFTER THE EXECUTIVE/FINANCE COMMITTEE APPROVES THE DRAFT 990, THE BOARD WILL BE NOTIFIED BY EMAIL THAT THE DRAFT HAS BEEN REVIEWED BY THE EXECUTIVE/FINANCE COMMITTEE AND HAS BEEN ACCEPTED BY THEM AND A COPY OF THE DRAFT 990 WILL BE ATTACHED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REMINDED TO REPORT THE POTENTIAL OF A CONFLICT OF INTEREST AT BOARD MEETINGS, AT WHICH TIME IT WOULD BE DISCUSSED AMONG THE BOARD. SHOULD A CONFLICT BE DECLARED, THE CONFLICTED MEMBER WOULD RECUSE HIMSELF OR HERSELF IN ACCORDANCE WITH THE CORPORATE POLICY. | |
| FORM 990, PART VI, SECTION B, LINE 15A | A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF THE UNIVERSITY CITY DISTRICT REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR, AND SETS COMPENSATION. THE COMMITTEE CONSISTS OF THE BOARD CHAIRMAN, VICE CHAIRMAN AND TREASURER. COMPENSATION IS BENCHMARKED THROUGH THE INTERNATIONAL DOWNTOWN ASSOCIATION'S COMPENSATION SURVEY. THE EXECUTIVE DIRECTOR IS THE ONLY EMPLOYEE SUBJECT TO THIS REVIEW PROCESS. THE LAST TIME THIS PROCESS WAS CONDUCTED WAS IN JUNE 2012. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICIES ARE AVAILABLE TO THE PUBLIC UPON REQUEST THROUGH THE ORGANIZATION'S WEBSITE. | |
| FORM 990, PART XI, LINE 5: | UNREALIZED LOSS ON INVESTMENT HELD BY THIRD PARTY -4,882. UNREALIZED GAINS 8,362. DONATED RENT EXPENSES IN CURRENT YEAR -175,000. TOTAL TO FORM 990, PART XI, LINE 5: -171,520. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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