GERARDS HOUSE: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GERARDS HOUSE (EIN 74-2834283)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-29
- IRS object ID
- 201211819349200711
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-29T13:06:41-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCOUNTING AND TAX SERVICES | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2008 ROSINA ST STE 6 | AddressLine1 |
| City | SANTA FE | City |
| State | NM | State |
| ZIP Code | 875053284 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742834283 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERARDS HOUSE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GERA | NameControl |
| Phone | 5054241800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 28693 | AddressLine1 |
| City | SANTA FE | City |
| State | NM | State |
| ZIP Code | 87592 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATRINA KOEHLER | Name |
| Title | Executive Director | Title |
| Date Signed | 2012-06-29 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LORETTA E VALENCIA CPA | Name |
| Phone | 5058201140 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 131257 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 130623 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 570 | ProgramServiceRevenue |
| Investment Income | 64 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Fundraising Gross Income | 0 | FundraisingGrossIncome |
| Special Events Direct Expenses | 0 | SpecialEventsDirectExpenses |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Total Revenue | 131257 | TotalRevenue |
| Salaries Other Comp Empl Benefits | 84356 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 9804 | FeesAndOthPymtToIndContractors |
| Occupancy Rent Utilities And Maint | 30000 | OccupancyRentUtilitiesAndMaint |
| Printing Publications Postage | 638 | PrintingPublicationsPostage |
| Other Expenses Total | 24005 | OtherExpensesTotal |
| Total Expenses | 148803 | TotalExpenses |
| Excess Or Deficit For Year | -17546 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 52238 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 166 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 34858 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50742 | BOY |
| EOY | 42629 | EOY |
Land And Buildings LandAndBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 420 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7021 | BOY |
| EOY | 140 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58183 | BOY |
| EOY | 42769 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5945 | BOY |
| EOY | 7911 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52238 | BOY |
| EOY | 34858 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | GRIEF SUPPORT TO YOUTH | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | Grief support was provided for children, teenagers & their families. Staff provided weekly peer grief support sessions, bereavement camps and individual grief support to bereaved youth and their families. Other services included grief-related education, outreach and crisis response in the community. Gerard's House also provides support the children and teenagers who have been placed in foster care. | DescriptionProgramServiceAccom |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| KATRINA KOEHLER | ||||||
| PO BOX 28693 | SANTA FE | NM | 875928693 | Executive Dir. | 40.00 | 59300 |
| FRANCINE KERN | ||||||
| 115 MOYA RD | SANTA FE | NM | 87508 | Director | 4.25 | 0 |
| HEIDI CHASE | ||||||
| 23 CALLE AGUILA | SANTA FE | NM | 87508 | Director | 1.00 | 0 |
| ODILA VALDEZ DEC | ||||||
| 1203 DECLOVINA ST | SANTA FE | NM | 87505 | Director | 0.75 | 0 |
| CAROL ROSE | ||||||
| 1610 ST MICHAELS DRIVE | SANTA FE | NM | 87505 | Director | 0.75 | 0 |
| NICOLE MAES GONZALES | ||||||
| 602 ARMIJO ST | SANTA FE | NM | 87507 | Director | 2.00 | 0 |
| RICHARD WHITE | ||||||
| 2803 PLAZA VERDE | SANTA FE | NM | 87507 | Secretary | 5.00 | 0 |
| OWEN KUNKLE | ||||||
| 1400 CHAMA AVENUE | SANTA FE | NM | 87505 | Chairman | 1.50 | 0 |
| THOMAS CARR | ||||||
| 3056 PLAZA BLANCA | SANTA FE | NM | 87507 | President/Treas | 4.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Filed990 T | false | OrganizationFiled990T |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Initiation Fees And Capital Contri | 0 | InitiationFeesAndCapitalContri |
| Gross Receipts For Public Use | 0 | GrossReceiptsForPublicUse |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KATRINA KOEHLER | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3204 MERCANTILE CT SUITE C | AddressLine1 |
| City | SANTA FE | City |
| State | NM | State |
| ZIP Code | 87507 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5054241800 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Form720 Filed | false | Form720Filed |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Related Org Section527 Org | false | RelatedOrgSection527Org |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
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 | 165305 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 146699 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 143443 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 137583 | CurrentTaxYearMinus1Year |
| Current Tax Year | 131193 | CurrentTaxYear |
| Total | 724223 | 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 | 165305 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 146699 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 143443 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 137583 | CurrentTaxYearMinus1Year |
| Current Tax Year | 131193 | CurrentTaxYear |
| Total | 724223 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 724223 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 745 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 50 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 48 | CurrentTaxYearMinus1Year |
| Current Tax Year | 64 | CurrentTaxYear |
| Total | 932 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 725155 | TotalSupport |
| Public Support Pertcentage170 | 0.99870 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99740 | 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 O IRS990ScheduleO
General Explanation GeneralExplanation (18 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990-EZ, Part II, Line 26.2 | Total Liabilities.2 | Note payable - Beginning $4499 Note payable - Ending $2926 |
| Form 990-EZ, Part II, Line 26.1 | Total Liabilities.1 | Accrued liabilities - Beginning $1446 Accrued liabilities - Ending $4985 |
| Form 990-EZ, Part II, Line 24.1 | Other Assets.1 | Refund due (software purchase) - Beginning $7021 Refund due (software purchase) - Ending $0 |
| Form 990-EZ, Part I, Line 20.1004 | Other Changes In Net Assets Or Fund Balances.1004 | Prior Period Adjustments $166 |
| Form 990-EZ, Part I, Line 16.10 | Other Expenses.10 | Cleaning $209 |
| Form 990-EZ, Part I, Line 16.9 | Other Expenses.9 | Dues & Subscriptions $243 |
| Form 990-EZ, Part I, Line 16.6 | Other Expenses.6 | Bank & Credit Card Fees $396 |
| Form 990-EZ, Part I, Line 16.5 | Other Expenses.5 | Education / Training $473 |
| Form 990-EZ, Part I, Line 16.4 | Other Expenses.4 | Miscellaneous $1047 |
| Form 990-EZ, Part I, Line 16.3 | Other Expenses.3 | Utilities $2326 |
| Form 990-EZ, Part I, Line 16.2 | Other Expenses.2 | Meals $2536 |
| Form 990-EZ, Part I, Line 16.1 | Other Expenses.1 | Communications $3257 |
| Form 990-EZ, Part I, Line 16.1012 | Other Expenses.1012 | Insurance $1905 |
| Form 990-EZ, Part I, Line 16.1009 | Other Expenses.1009 | Depreciation $280 |
| Form 990-EZ, Part I, Line 16.1008 | Other Expenses.1008 | Interest $378 |
| Form 990-EZ, Part I, Line 16.1005 | Other Expenses.1005 | Travel $1408 |
| Form 990-EZ, Part I, Line 16.1003 | Other Expenses.1003 | Information Technology $7850 |
| Form 990-EZ, Part I, Line 16.1002 | Other Expenses.1002 | Office Expenses $1697 |
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