CORNERSTONE MONTGOMERY INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CORNERSTONE MONTGOMERY INC (EIN 52-0937199)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-15
- IRS object ID
- 201211369349305476
- Schema version
- 2010v3.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T12:37:46-07:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Saggar & Rosenberg PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Church Street Suite 204 | AddressLine1 |
| City | Rockville | City |
| State | MD | State |
| ZIP Code | 20850 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520937199 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Lukes House Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STLU | NameControl |
| Phone | 3018964262 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6040 Southport Drive | AddressLine1 |
| City | Bethesda | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Gwen Zecha | Name |
| Title | Director of Finance | Title |
| Date Signed | 2012-05-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Susan J Rosenberg | Name |
| Phone | 3017389040 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11558281 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | StLukesHouse.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1971 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | Assist persons with serious mental illness | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 258 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 146513 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 221522 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11242515 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 11202104 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7809 | InvestmentIncomePriorYear |
| Investment Income Current Year | 10196 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 116497 | OtherRevenuePriorYear |
| Other Revenue Current Year | 114712 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11513334 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11548534 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 284412 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 318348 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8457346 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8766364 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 197493 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2688640 | OtherExpensePriorYear |
| Other Expenses Current Year | 2749517 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11430398 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11834229 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 82936 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -285695 | RevenuesLessExpensesCY |
| Total Assets BOY | 8323671 | TotalAssetsBOY |
| Total Assets EOY | 7191453 | TotalAssetsEOY |
| Total Liabilities BOY | 3507750 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2661227 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4815921 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4530226 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Assist persons with serious mental illness | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3468617 | Expense |
| Grants | 146417 | Grants |
| Revenue | 4484471 | Revenue |
| Description | Residential Rehabilitation Program - provides community support, general housing and intensive housing services. The program is organized to assist people to live as independently as possible through the provision of training, supervision and assistance in the skills of community living. Staffing is available at the different sites ranging from drop-in to 24 hour per day support. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2091738 | Expense |
| Revenue | 2195335 | Revenue |
| Description | Vocational Programs - provide vocational services including the Back to Work program and the Employment Focus Cluster program. These programs provide a range of vocational services including vocational assessment and planning services, supported employment job search and coaching services, work adjustment training, job placement and employee support services. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1669227 | Expense |
| Grants | 156999 | Grants |
| Revenue | 1175076 | Revenue |
| Description | Clinic - provides psychiatric therapy and medication services. The program is organized to provide continuity and integrated care for existing St. Luke's clients that choose to utilize the Clinic services. In addition, the individual therapy, group therapy and medication services are available to anyone in the community in need of such services. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 3520936 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 14932 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 3463368 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 10750518 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 16 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 258 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Gwen Zecha | NamePerson |
| Telephone Number | 3018964262 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6040 Southport Drive | AddressLine1 |
| City | Bethesda | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Yong Im G Nam | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Varda Fink | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Thomas R Insel MD | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Teri Kinsella | ||||||
| Vice Chair | 1.00 | X | 0 | 0 | 0 | X |
| Robert Randy Lyon | ||||||
| Chairman | 1.00 | X | 0 | 0 | 0 | X |
| Mike Maher | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Michael J Neary Esq | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Marc Ginsky | ||||||
| Treasurer | 1.00 | X | 0 | 0 | 0 | X |
| Maggie Pearson | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Luis T Guiterrez Jr | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Lawrence Kotchek | ||||||
| Asst Secretary | 1.00 | X | 0 | 0 | 0 | X |
| Lawrence Abramson | ||||||
| Executive Direc | 40.00 | 83518 | 0 | 14907 | X | |
| John Meyer | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Jerard Seldin | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Gwen Zecha | ||||||
| Dir of Finance | 40.00 | 91143 | 0 | 12587 | X | |
| Ginanne Italiano | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Eric Padmore | ||||||
| Secretary | 1.00 | X | 0 | 0 | 0 | X |
| Cindy E Ostrowski | ||||||
| CEO | 40.00 | 134554 | 0 | 10764 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 309215 | TotalReportableCompFromOrg |
| Total Other Compensation | 38258 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Dr Marium Parveen | |||||
| 8900 Abbey Terrace | Potomac | MD | 20854 | Medical services | 199375 |
| Dr Ijaz Khan | |||||
| 2132 Edgewater Parkway | Silver Spring | MD | 20903 | Medical services | 117625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 221522 | AllOtherContributions |
| Total Contributions | 221522 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Medicaid/Medicare | 624100 | 7688771 | 7688771 |
| Government Agencies | 623990 | 1074631 | 1074631 |
| Fees: Entitlements | 624100 | 916892 | 916892 |
| Contracted Services | 624100 | 1104733 | 1104733 |
| Client: Earned/Private | 624100 | 417077 | 417077 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 11202104 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10196 | TotalRevenueColumn |
| Exclusion | $10,196 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 93921 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 9747 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 84174 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Misc, Vendor machine, etc | 453000 | 7536 | 7536 |
| Exp Reimb: Whetstone | 900099 | 23002 | 23002 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 30538 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11548534 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11316816 | RelatedOrExemptFunctionIncome |
| Exclusion | $10,196 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 318348 | Total |
| Program Services | 318348 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 264835 | Total |
| Program Services | 105495 | ProgramServices |
| Management And General | 151901 | ManagementAndGeneral |
| Fundraising | 7439 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6655922 | Total |
| Program Services | 6344447 | ProgramServices |
| Management And General | 203577 | ManagementAndGeneral |
| Fundraising | 107898 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 310934 | Total |
| Program Services | 307743 | ProgramServices |
| Management And General | 631 | ManagementAndGeneral |
| Fundraising | 2560 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1000545 | Total |
| Program Services | 959722 | ProgramServices |
| Management And General | 31334 | ManagementAndGeneral |
| Fundraising | 9489 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 534128 | Total |
| Program Services | 510345 | ProgramServices |
| Management And General | 18748 | ManagementAndGeneral |
| Fundraising | 5035 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92975 | Total |
| Program Services | 66402 | ProgramServices |
| Management And General | 20425 | ManagementAndGeneral |
| Fundraising | 6148 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78734 | Total |
| Program Services | 56231 | ProgramServices |
| Management And General | 17297 | ManagementAndGeneral |
| Fundraising | 5206 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 459567 | Total |
| Program Services | 328218 | ProgramServices |
| Management And General | 100960 | ManagementAndGeneral |
| Fundraising | 30389 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159096 | Total |
| Program Services | 114689 | ProgramServices |
| Management And General | 36109 | ManagementAndGeneral |
| Fundraising | 8298 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159060 | Total |
| Program Services | 132702 | ProgramServices |
| Management And General | 25578 | ManagementAndGeneral |
| Fundraising | 780 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 602903 | Total |
| Program Services | 454906 | ProgramServices |
| Management And General | 143619 | ManagementAndGeneral |
| Fundraising | 4378 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 290877 | Total |
| Program Services | 290449 | ProgramServices |
| Management And General | 278 | ManagementAndGeneral |
| Fundraising | 150 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 326081 | Total |
| Program Services | 275552 | ProgramServices |
| Management And General | 49034 | ManagementAndGeneral |
| Fundraising | 1495 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68432 | Total |
| Program Services | 43874 | ProgramServices |
| Management And General | 23861 | ManagementAndGeneral |
| Fundraising | 697 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Repairs & Maintenance | 142379 | 115926 | 25670 | 783 |
| Licenses and Fees | 136638 | 129356 | 4882 | 2400 |
| Food | 70661 | 63275 | 7386 | |
| Dues and Subscriptions | 29560 | 17082 | 11476 | 1002 |
| Bad Debts | 85550 | 85550 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47004 | Total |
| Program Services | 30206 | ProgramServices |
| Management And General | 13452 | ManagementAndGeneral |
| Fundraising | 3346 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11834229 | Total |
| Program Services | 10750518 | ProgramServices |
| Management And General | 886218 | ManagementAndGeneral |
| Fundraising | 197493 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 677357 | BOY |
| EOY | 5355 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 270550 | BOY |
| EOY | 272628 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1545247 | BOY |
| EOY | 1257801 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57394 | BOY |
| EOY | 57715 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7753873 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3633684 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4314303 | BOY |
| EOY | 4120189 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 198533 | BOY |
| EOY | 191648 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1260287 | BOY |
| EOY | 1286117 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8323671 | BOY |
| EOY | 7191453 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1251240 | BOY |
| EOY | 799006 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 426283 | BOY |
| EOY | 150000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1617623 | BOY |
| EOY | 1556548 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123630 | BOY |
| EOY | 123630 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88974 | BOY |
| EOY | 32043 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3507750 | BOY |
| EOY | 2661227 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4677045 | BOY |
| EOY | 4362818 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11074 | BOY |
| EOY | 30896 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127802 | BOY |
| EOY | 136512 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4815921 | BOY |
| EOY | 4530226 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8323671 | BOY |
| EOY | 7191453 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -285695 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
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 | 261975 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 302574 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 208791 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 146513 | CurrentTaxYearMinus1Year |
| Current Tax Year | 221522 | CurrentTaxYear |
| Total | 1141375 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 261975 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 302574 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 208791 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 146513 | CurrentTaxYearMinus1Year |
| Current Tax Year | 221522 | CurrentTaxYear |
| Total | 1141375 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 442698 | AmountsSubstContributorsTotal |
| Public Support Total170 | 698677 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 49486 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 38712 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14655 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7809 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10196 | CurrentTaxYear |
| Total | 120858 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12725 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16563 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 50150 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 55725 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30538 | CurrentTaxYear |
| Total | 165701 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1427934 | TotalSupport |
| Gross Receipts From Admissions Etc | 138386 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.48930 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.48700 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| Facts And Circumstances Test | Part II, Line 10--See Attached Statement | FactsAndCircumstancesTest |
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 | 1111971 | BeginningOfYearBalance |
| Contributions | 30965 | Contributions |
| Investment Earnings Or Losses | 8710 | InvestmentEarningsOrLosses |
| Other Expenditures | 11074 | OtherExpenditures |
| End Of Year Balance | 1140572 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 400818 | BeginningOfYearBalance |
| Contributions | 712905 | Contributions |
| Investment Earnings Or Losses | -50 | InvestmentEarningsOrLosses |
| Other Expenditures | 1702 | OtherExpenditures |
| End Of Year Balance | 1111971 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 344691 | BeginningOfYearBalance |
| Contributions | 54893 | Contributions |
| Investment Earnings Or Losses | 1234 | InvestmentEarningsOrLosses |
| End Of Year Balance | 400818 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.85320 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.11970 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.02710 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 281780 | OtherCostOrOtherBasis |
| Book Value | 281780 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6404072 | OtherCostOrOtherBasis |
| Depreciation | 2823948 | Depreciation |
| Book Value | 3580124 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 209528 | OtherCostOrOtherBasis |
| Depreciation | 186562 | Depreciation |
| Book Value | 22966 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 858493 | OtherCostOrOtherBasis |
| Depreciation | 623174 | Depreciation |
| Book Value | 235319 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4120189 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Restricted Investment-Improvements | 250000 |
| Restricted Cash-Improvements | 700000 |
| Restricted Cash - Building Reserve | 23164 |
| Investments, restricted for Joan Clement | 134232 |
| Deposits | 176441 |
| Cash, restricted for Joan Clement | 2280 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1286117 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Capital lease obligations | Description |
| Amount | $32,043 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 32043 | TotalOfAmounts |
| Total Revenue | 11548534 | TotalRevenue |
| Total Expenses | 11834229 | TotalExpenses |
| Excess Or Deficit For Year | -285695 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -285695 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 11802258 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 6227 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 247497 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 253724 | RevenueNotRptdF990 |
| Revenue Subtotal | 11548534 | RevenueSubtotal |
| Total Revenue Per Form990 | 11548534 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12081726 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 247497 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 247497 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11834229 | ExpensesSubtotal |
| Total Expenses Per Form990 | 11834229 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part V, Line 4 | Identifier |
| Return Reference | Part V, Line 4: Intended uses of the endowment fund. | ReturnReference |
| Explanation | The Board Designated Endowment Funds are to be used as a reserve for replacements at Southport Center and as a reserve for future improvements to property and equipment.The Temporary Endowment Funds are to be used for the purchase of a defibrillator and for Career Transition Program initiatives.The Permanent Endowment Funds are to be used to establish an endowment to honor Joan Clement, past president/CEO of St. Luke's House. St. Luke's House intends to reinvest the earnings from any investments purchased until the endowment reaches $200,000. Once this level is attained, all earnings from investments shall be treated as unrestricted support and will be available for use at the direction of the Board of Directors. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Help the Homeless Walk | NameOfEvent1 |
| Gross Receipts Event1 | 52235 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 52235 | GrossRevenueEvent1 |
| Name Of Event2 | 40th Anniversary Event | NameOfEvent2 |
| Gross Receipts Event2 | 41686 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 41686 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 9747 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 93921 | GrossReceiptsTotal |
| Gross Revenue Total Events | 93921 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 9747 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 9747 | DirectExpenseSummaryEvents |
| Net Income Summary | 84174 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| Resident Allowance | 112 | 161769 | Cash | ||
| Charitable Care | 509 | expenses incurred | 156579 | health care services rendered to patients |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | Normal business procedures. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Michael Neary | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Board Member | Relationship |
| Amount Of Transaction | 62975 | AmountOfTransaction |
| Description Of Transaction | Legal defense | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Michael Neary, Board Member, is the attorney representing St. Luke's House in an ongoing lawsuit. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The documents are available on our common drive to employees 24/7. They are available to the public upon request and they are available via http://www2.guidestar.org/. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Market survey of similar positions in similar industries is performed. Final compensation amounts are approved by the Board. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | We rely on self disclosure. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | It is reviewed by the finance director and CEO for accuracy and completeness. |
| Form 990, Part VI, Line 2 | Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | More than one member of a family works within the organization but not within the same department. |
| Form 990, Part III, Line 4d | Form 990, Part III, Line 4d : Other Program Services Description | OTHER PROGRAM SERVICES 4: Community Rehabilitation Program (Life Skills) - provides outpatient rehabilitation training, seminars and social/recreational activities to assist people in developing independent living skills and community integration skills. OTHER PROGRAM SERVICES 5: Career Transition Program - provides a unique combination of mental health and career/vocational resources to assist students and their families in identifying and obtaining necessary resources to assist in a successful transition from school to work or post-secondary academic environments. OTHER PROGRAM SERVICES 6: Crisis Residential Program (McAuliffe House) - provides a community-based residential alternative to inpatient hospitalization; located in a group home setting; provides intensive 24 hours per day staff supervision to help people in psychiatric crisis to become stabilized and return to normal life routines as quickly as possible. OTHER PROGRAM SERVICES 7: Supported Living Programs - Provides counseling and independent living skills training to people living in their own homes in the community. The program is organized to assist people to live as independently as possible through the provision of training, supervision and assistance in the skills of community living. Staff support is provided according to specific client needs. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Waterside Homes Inc | ||||||||||
| 6040 Southport Drive | Bethesda | MD | 20814 | 510616354 | Assist persons with serious mental illness. | MD | 501(c)(3) | 9 | N/A | false |
| St Lukes Homes Inc | ||||||||||
| 6040 Southport Drive | Bethesda | MD | 20814 | 521685393 | Assist persons with serious mental illness. | MD | 501(c)(3) | 9 | N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Waterside Homes Inc | ||
| d | 8366 | fair value |
| St Lukes Homes Inc | ||
| d | 100377 | fair value |
Comments