SPECIAL OLYMPICS MASSACHUSETTS INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SPECIAL OLYMPICS MASSACHUSETTS INC (EIN 23-7242294)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-01
- IRS object ID
- 201342139349300414
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-01T09:43:59-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043108635 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEONARD MULHERIN & GREENE PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 GROVE STREET | AddressLine1 |
| City | BRAINTREE | City |
| State | MA | State |
| ZIP Code | 02184 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237242294 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPECIAL OLYMPICS MASSACHUSETTS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SPEC | NameControl |
| Phone | 5084850986 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 512 FOREST STREET | AddressLine1 |
| City | MARLBOROUGH | City |
| State | MA | State |
| ZIP Code | 01752 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT A JOHNSON | Name |
| Title | CHAIR | Title |
| Phone | 5084850986 | Phone |
| Date Signed | 2013-07-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN M SNOW | Name |
| PTIN | P00641289 | PTIN |
| Phone | 7813564800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROBERT A JOHNSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 512 FOREST STREET | AddressLine1 |
| City | MARLBOROUGH | City |
| State | MA | State |
| ZIP Code | 01752 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6494584 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SPECIALOLYMPICSMA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1971 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE YEAR-ROUND SPORTS TRAINING AND ATHLETIC COMPETITION IN A VARIETY OF WELL-COACHED OLYMPIC-TYPE SPORTS FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES BY PROVIDING THEM WITH CONTINUING OPPORTUNITES TO DEVELOP PHYSICAL FITNESS, PREPARE FOR ENTRY INTO SCHOOL AND COMMUNITY PROGRAMS, EXPRESS COURAGE, EXPERIENCE JOY, AND PARTICIPATE IN A SHARING OF GIFTS, SKILLS, AND FRIENDSHIP WITH THEIR FAMILIES, OTHER SPECIAL OLYMPIC ATHLETES AND THE COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 34 | TotalNbrEmployees |
| Total Nbr Volunteers | 10390 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7430509 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4845569 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 86465 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 90209 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 162428 | InvestmentIncomePriorYear |
| Investment Income Current Year | 334819 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -455046 | OtherRevenuePriorYear |
| Other Revenue Current Year | -394923 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7224356 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4875674 | 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 | 2021473 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2045203 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 13030 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 24524 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1141604 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3373834 | OtherExpensePriorYear |
| Other Expenses Current Year | 3226667 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5408337 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5296394 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1816019 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -420720 | RevenuesLessExpensesCY |
| Total Assets BOY | 19199404 | TotalAssetsBOY |
| Total Assets EOY | 15964109 | TotalAssetsEOY |
| Total Liabilities BOY | 8518496 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5555382 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10680908 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10408727 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE YEAR-ROUND SPORTS TRAINING AND ATHLETIC COMPETITION IN A VARIETY OF WELL-COACHED OLYMPIC-TYPE SPORTS FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES BY PROVIDING THEM WITH CONTINUING OPPORTUNITES TO DEVELOP PHYSICAL FITNESS, PREPARE FOR ENTRY INTO SCHOOL AND COMMUNITY PROGRAMS, EXPRESS COURAGE, EXPERIENCE JOY, AND PARTICIPATE IN A SHARING OF GIFTS, SKILLS, AND FRIENDSHIP WITH THEIR FAMILIES, OTHER SPECIAL OLYMPIC ATHLETES AND THE COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3786239 | Expense |
| Revenue | 90209 | Revenue |
| Description | WITH THE ASSISTANCE OF APPROXIMATELY 10,390 VOLUNTEERS, IN 2012, SPECIAL OLYMPICS MASSACHUSETTS PROVIDED TRAINING IN 27 DIFFERENT INDIVIDUAL AND TEAM SPORTS AND STAGED 95 ORGANIZED ATHLETIC EVENTS. THESE EVENTS INVOLVED 12,933 CHILDREN AND ADULTS WITH AND WITHOUT INTELLECTUAL DISABILITIES.WITH THE ASSISTANCE OF 221 CLINICIAN VOLUNTEERS, SPECIAL OLYMPICS MASSACHUSETTS PROVIDED A VARIETY OF MEDICAL SCREENING REFERRAL PROGRAMS FOR ITS ATHLETES THROUGH THE HEALTHY ATHLETE INITIATIVE. THE PURPOSE OF THE PROGRAM IS TO IMPROVE THE QUALITY AND AVAILABILITY OF HEALTHCARE FOR PEOPLE WITH INTELLECTUAL DISABILITIES. IN 2012, 803 ATHLETES WERE SCREENED.SPECIAL OLYMPICS MASSACHUSETTS PROVIDES MEMBERS OF THE GENERAL PUBLIC AN OPPORTUNITY TO GAIN A BETTER UNDERSTANDING AND APPRECIATION FOR PEOPLE WITH INTELLECTUAL DISABILITIES BY ACTUALLY PARTICIPATING IN UNIFIED SPORTS, A PROGRAM IN WHICH PEOPLE WITH AND WITHOUT INTELLECTUAL DISABILITIES TRAIN AND COMPETE SIDE BY SIDE ON THE SAME TEAMS. IN 2012, 1,852 UNIFIED PARTNERS COMPETED. IN ADDITION, SPECIAL OLYMPICS MASSACHUSETTS CONDUCTED 34 COACHES CLINICS AND AWARDED 759 COACHES CERTIFCATIONS. | Description |
| Total Program Service Expense | 3786239 | 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 | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | 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 | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | 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 | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 19 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 34 | 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 | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | 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 | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | 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 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5084850986 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 512 FOREST STREET | AddressLine1 |
| City | MARLBOROUGH | City |
| State | MA | State |
| ZIP Code | 01752 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| VIRGINIA DAVIDSON | |||||||
| CHAIR | 5.00 | X | X | 0 | 0 | 0 | |
| JOHN BOGOSIAN | |||||||
| VICE CHAIR | 5.00 | X | X | 0 | 0 | 0 | |
| STEPHEN SNOW | |||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 | |
| ELIZABETH TAURO | |||||||
| CLERK | 5.00 | X | X | 0 | 0 | 0 | |
| GREG BELOFF | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| DENISE CARRIERE | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| KATHARINE CHANDLER | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| FRITZ FERBERT | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| ROBERT FRIEDMAN | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| ROBERT GODDARD | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| DR ELLIOT GREENBERG | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| JOANNE JAXTIMER | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| CHARLES JOHNSON | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| DOUGLAS KEITH | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| MATTHEW MILLETT | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| DEBORAH MILLEN | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| GERRY MORRISSEY | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| GEOFFREY NOTHNAGLE | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| JOHN SMOLAK | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| ERIC WALTERS | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| PETER WYMAN | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| ROBERT JOHNSON | |||||||
| PRESIDENT AND CEO | 40.00 | X | 166317 | 0 | 22192 | ||
| GAYLE FEHLMANN | |||||||
| VP OF FINANCE | 40.00 | X | 96400 | 0 | 5311 | ||
| MARY BETH MCMAHON | |||||||
| SR VP OF ADVANCEMENT | 40.00 | 124208 | 0 | 12857 | X | ||
| TERRY KEILTY | |||||||
| VP OF PROGRAMS | 40.00 | 108208 | 0 | 12207 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 495133 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 52567 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HERITAGE COMPANY | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2402 WILDWOOD AVENUE | AddressLine1 |
| City | SHERWOOD | City |
| State | AK | State |
| ZIP Code | 72120 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | TELEMARKETING | DescriptionOfServices |
| Compensation | 589983 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 2026859 | FundraisingEvents |
| All Other Contributions | 2818710 | AllOtherContributions |
| Total Contributions | 4845569 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM FEES | Description |
| Business Code | 713940 | BusinessCode |
| Total Revenue Column | 90209 | TotalRevenueColumn |
| Related Or Exempt Function Income | 90209 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 90209 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 127481 | TotalRevenueColumn |
| Exclusion | $127,481 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1378836 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1171498 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 207338 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 207338 | TotalRevenueColumn |
| Related Or Exempt Function Income | 207338 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 2026859 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 447412 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -447412 | TotalRevenueColumn |
| Exclusion | -$447,412 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 52489 | TotalRevenueColumn |
| Related Or Exempt Function Income | 52489 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 52489 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4875674 | TotalRevenueColumn |
| Related Or Exempt Function Income | 350036 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$319,931 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 280026 | Total |
| Program Services | 72286 | ProgramServices |
| Management And General | 135454 | ManagementAndGeneral |
| Fundraising | 72286 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1452621 | Total |
| Program Services | 933817 | ProgramServices |
| Management And General | 58125 | ManagementAndGeneral |
| Fundraising | 460679 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40889 | Total |
| Program Services | 28213 | ProgramServices |
| Fundraising | 12676 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142007 | Total |
| Program Services | 89464 | ProgramServices |
| Management And General | 14201 | ManagementAndGeneral |
| Fundraising | 38342 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129660 | Total |
| Program Services | 81686 | ProgramServices |
| Management And General | 12966 | ManagementAndGeneral |
| Fundraising | 35008 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41733 | Total |
| Management And General | 41733 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24524 | Total |
| Fundraising | 24524 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22193 | Total |
| Program Services | 21184 | ProgramServices |
| Management And General | 210 | ManagementAndGeneral |
| Fundraising | 799 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75651 | Total |
| Program Services | 44588 | ProgramServices |
| Management And General | 8163 | ManagementAndGeneral |
| Fundraising | 22900 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132237 | Total |
| Program Services | 119013 | ProgramServices |
| Management And General | 2645 | ManagementAndGeneral |
| Fundraising | 10579 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76739 | Total |
| Program Services | 45228 | ProgramServices |
| Management And General | 10886 | ManagementAndGeneral |
| Fundraising | 20625 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36079 | Total |
| Program Services | 25484 | ProgramServices |
| Management And General | 9480 | ManagementAndGeneral |
| Fundraising | 1115 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 253720 | Total |
| Program Services | 228348 | ProgramServices |
| Management And General | 5074 | ManagementAndGeneral |
| Fundraising | 20298 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 378111 | Total |
| Program Services | 340300 | ProgramServices |
| Management And General | 7562 | ManagementAndGeneral |
| Fundraising | 30249 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64067 | Total |
| Program Services | 57661 | ProgramServices |
| Management And General | 1281 | ManagementAndGeneral |
| Fundraising | 5125 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| COMPETITIONS | 1225111 | 1225111 | ||
| TELEMARKETING FEES | 589983 | 235993 | 353990 | |
| SOI - CHAPTER FEE | 86814 | 43407 | 43407 | |
| VOLUNTEERS AND FAMILIES | 73485 | 73485 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170744 | Total |
| Program Services | 120971 | ProgramServices |
| Management And General | 17364 | ManagementAndGeneral |
| Fundraising | 32409 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5296394 | Total |
| Program Services | 3786239 | ProgramServices |
| Management And General | 368551 | ManagementAndGeneral |
| Fundraising | 1141604 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3389473 | BOY |
| EOY | 1091241 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 709930 | BOY |
| EOY | 291567 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 622606 | BOY |
| EOY | 494101 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31986 | BOY |
| EOY | 41094 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 10468808 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1516990 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9092719 | BOY |
| EOY | 8951818 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4496549 | BOY |
| EOY | 4185094 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 856141 | BOY |
| EOY | 909194 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19199404 | BOY |
| EOY | 15964109 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 346099 | BOY |
| EOY | 288461 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57995 | BOY |
| EOY | 70399 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7682249 | BOY |
| EOY | 5071522 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 432153 | BOY |
| EOY | 125000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8518496 | BOY |
| EOY | 5555382 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9967700 | BOY |
| EOY | 10117160 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 713208 | BOY |
| EOY | 291567 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10680908 | BOY |
| EOY | 10408727 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19199404 | BOY |
| EOY | 15964109 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -420720 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 148539 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6001513 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4809236 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5391609 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7430509 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4845569 | CurrentTaxYear |
| Total | 28478436 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6001513 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4809236 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5391609 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7430509 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4845569 | CurrentTaxYear |
| Total | 28478436 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 28478436 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 157389 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 116230 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 115835 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 122753 | CurrentTaxYearMinus1Year |
| Current Tax Year | 127481 | CurrentTaxYear |
| Total | 639688 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17465 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 39635 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 56039 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 48864 | CurrentTaxYearMinus1Year |
| Current Tax Year | 52489 | CurrentTaxYear |
| Total | 214492 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 29332616 | TotalSupport |
| Public Support Pertcentage170 | 0.97090 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.96320 | 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 | 407116 | OtherCostOrOtherBasis |
| Book Value | 407116 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8996826 | OtherCostOrOtherBasis |
| Depreciation | 739956 | Depreciation |
| Book Value | 8256870 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 718444 | OtherCostOrOtherBasis |
| Depreciation | 457384 | Depreciation |
| Book Value | 261060 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 346422 | OtherCostOrOtherBasis |
| Depreciation | 319650 | Depreciation |
| Book Value | 26772 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8951818 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| CSV OF LIFE INSURANCE POLICY | 825791 |
| DEFERRED FINANCING FEES, NET OF ACCUM. AMORT. | 83403 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 909194 | TotalBookValueOtherAssets |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 13078798 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 148539 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 7607173 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 447412 | OtherRevenues |
| Revenue Not Rptd F990 | 8203124 | RevenueNotRptdF990 |
| Revenue Subtotal | 4875674 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4875674 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13350979 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 7607173 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 447412 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 8054585 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5296394 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5296394 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2009. THE ORGANIZATION WILL ACCOUNT FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF TAX EXPENSE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES NETTED WITH EVENT REVENUE ON FORM 990: 447,412. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES NETTED WITH EVENT REVENUE ON FORM 990: 447,412. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE HERITAGE COMPANY | ||||||||||||
| 2402 WILDWOOD AVENUE | SHERWOOD | AR | 72120 | TELEMARKETING | 1 | 1064983 | 589983 | 475000 | ||||
| OVER THE EDGE | ||||||||||||
| OVER THE EDGE | 0 | 161189 | 29250 | 131939 | 121 HUBLEY MILL LAKE ROAD | UPPER TANTALLON | NOVA SCOTIA | CA | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 1226172 | TotalGrossReceipts |
| Total Retained By Contractors | 619233 | TotalRetainedByContractors |
| Total Net To Organization | 606939 | TotalNetToOrganization |
| Licensed States | MA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PASSION PLUNGE | NameOfEvent1 |
| Gross Receipts Event1 | 345735 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 345735 | CharitableContributionsEvent1 |
| Other Direct Expenses Event1 | 57797 | OtherDirectExpensesEvent1 |
| Name Of Event2 | OVER THE EDGE | NameOfEvent2 |
| Gross Receipts Event2 | 161189 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 161189 | CharitableContributionsEvent2 |
| Other Direct Expenses Event2 | 67223 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 47 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 1519935 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 1519935 | CharitableContribOtherEvents |
| Other Direct Expenses Other Events | 322392 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 2026859 | GrossReceiptsTotal |
| Charitable Contributions Total | 2026859 | CharitableContributionsTotal |
| Other Direct Expenses Total Events | 447412 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 447412 | DirectExpenseSummaryEvents |
| Net Income Summary | -447412 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 | ROBERT JOHNSON | NamePerson |
| Title | PRESIDENT AND CEO | Title |
| Base Compensation Filing Org | 162417 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 3900 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 8341 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 13851 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 188509 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | ROBERT A. JOHNSON: SERP - $3,894 | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MA DEVELOPMENT FINANCE AGENCY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 043431814 | IssuerEIN |
| CUSIP Number | NONEAVAIL | CUSIPNumber |
| Date Issued | 2008-08-21 | DateIssued |
| Issue Price | 9444000 | IssuePrice |
| Description Of Purpose | BUILDING CONSTRUCTION | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 1 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | 9365698 | TotalProceeds |
| Issuance Costs From Proceeds | 147180 | IssuanceCostsFromProceeds |
| Capital Expenditures | 9218518 | CapitalExpenditures |
| Year Of Subst Completion | 2009 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 0 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 0 | RebateNotDueYet |
| Exception To Rebate | 0 | ExceptionToRebate |
| No Rebate Due | 0 | NoRebateDue |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 399 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 165607 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | RESALE VALUE | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 25451 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE ORGANIZATION'S "RECYCLE FOR GOLD" CAR DONATION PROGRAM IS OPERATED BY MILLIS INDUSTRIES (HTTP://RECYCLEFORGOLD.ORG/). | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE COMPLETED FORM 990 IS PRESENTED TO THE FINANCE AND EXECUITVE COMMITTEES OF THE BOARD OF DIRECTORS FOR REVIEW AND POSSIBLE REVISION. IT IS THEN PRESENTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS IN CONNECTION WITH A FULL BOARD MEETING. ONCE APPROVED BY ALL BODIES, THE FORM 990 IS SIGNED AND SUBMITTED TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE ADVISED OF THE CONFLCIT OF INTEREST POLICY PRIOR TO THEIR APPOINTMENT AND DURING THEIR ORIENTATION SESSION, WHICH IS HELD PRIOR TO THEIR ATTENDING A FULL BOARD MEETING. EACH BOARD MEMBER IS ASKED TO DISCLOSE ANY CONFLICTS OF INTEREST ON AN ANNUAL BASIS. MANAGEMENT AND THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS ARE VIGILANT WITH REGARD TO ALL FINANCIAL TRANSACTIONS TO ENSURE COMPLIANCE AND/OR FULL DISCLOSURE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE ORGANIZATION'S PRESIDENT/CEO IS EVALUATED ON A QUARTERLY BASIS AGAINST GOALS WHICH ARE ESTABLISHED AT THE BEGINNING OF EACH CALENDAR YEAR AND APPROVED BY THE FULL BOARD OF DIRECTORS. THE GOALS ARE "WEIGHTED" AND EVALUATED BASED ON THE PERCENTAGE OF COMPLETION AT THE END OF THE CALENDAR YEAR. THE PRESIDENT/CEO'S SALARY IS BASED ON SALARY SURVEYS GENERATED FROM WITHIN THE SPECIAL OLYMPICS MOVEMENT AND NOT-FOR-PROFIT INDUSTRY. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL OFFICIAL DOCUMENTS OF SPECIAL OLYMPICS MASSACHUSETTS ARE AVAILABLE TO THE GENERAL PUBLIC THROUGH THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE OR UPON REQUEST DIRECTLY FROM SPECIAL OLYMPICS MASSACHUSETTS. |
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