SARAH BONWELL HUDGINS FOUNDATION INC: Form 990, tax year 2011
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- Organization
- SARAH BONWELL HUDGINS FOUNDATION INC (EIN 54-0971072)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-10-25
- IRS object ID
- 201232999349300138
- 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 | 2012-10-25T14:05:28-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560747981 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 TOWN CENTER DRIVE SUITE 700 | AddressLine1 |
| City | NEWPORT NEWS | City |
| State | VA | State |
| ZIP Code | 236064295 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540971072 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARAH BONWELL HUDGINS FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SARA | NameControl |
| Phone | 7578278757 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SINGLETON DRIVE | AddressLine1 |
| City | HAMPTON | City |
| State | VA | State |
| ZIP Code | 23666 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CATHIE HARNEY | Name |
| Title | CURRENT PRESIDENT | Title |
| Phone | 7578278757 | Phone |
| Date Signed | 2012-10-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HUGH BARLOW | Name |
| PTIN | P00422004 | PTIN |
| Phone | 7578731033 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | X | AmendedReturn |
| Name Of Principal Officer Person | CATHIE HARNEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SINGLETON DRIVE | AddressLine1 |
| City | HAMPTON | City |
| State | VA | State |
| ZIP Code | 23666 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2397156 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SARAHBONWELLHUDGINS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1966 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | TO ENHANCE THE LIVES OF PEOPLE WITH MENTAL & PHYSICAL DISABILITIES THROUGH DEVELOPMENT AND MAINTENANCE OF A CENTRALIZED 40 ACRE CAMPUS OF BUILDINGS LEASED TO APPROPRIATE SERVICE PROVIDERS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4 | TotalNbrEmployees |
| Total Nbr Volunteers | 24 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 33016 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 30568 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 324264 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 280731 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 255723 | InvestmentIncomePriorYear |
| Investment Income Current Year | 140869 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 8773 | OtherRevenuePriorYear |
| Other Revenue Current Year | 8085 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 621776 | TotalRevenuePriorYear |
| Total Revenue Current Year | 460253 | 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 | 212994 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 216560 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3248 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 459769 | OtherExpensePriorYear |
| Other Expenses Current Year | 461325 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 672763 | TotalExpensesPriorYear |
| Total Expenses Current Year | 677885 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -50987 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -217632 | RevenuesLessExpensesCY |
| Total Assets BOY | 9017626 | TotalAssetsBOY |
| Total Assets EOY | 8338813 | TotalAssetsEOY |
| Total Liabilities BOY | 474549 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 436265 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8543077 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7902548 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ENHANCE THE LIVES OF PEOPLE WITH MENTAL & PHYSICAL DISABILITIES THROUGH DEVELOPMENT AND MAINTENANCE OF A CENTRALIZED 40 ACRE CAMPUS OF BUILDINGS LEASED TO APPROPRIATE SERVICE PROVIDERS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 507960 | Expense |
| Revenue | 281756 | Revenue |
| Description | DEPRECIATION AND MAINTENANCE ON FACILITIES USED AS A TRAINING AND REHABILITATION CENTER FOR MENTALLY DISABLED PERSONS. | Description |
| Total Program Service Expense | 507960 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 4 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | 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 | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXECUTIVE DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7578278757 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SINGLETON DRIVE | AddressLine1 |
| City | HAMPTON | City |
| State | VA | State |
| ZIP Code | 23666 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| MARTHA PIETRAFESA | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| CATHIE HARNEY | ||||||
| PRESIDENT | 0.00 | X | 0 | 0 | 0 | X |
| RICHARD M BAGLEY JR | ||||||
| 2ND VICE PRESIDENT | 0.00 | X | 0 | 0 | 0 | X |
| PHOEBE HARCUM | ||||||
| SECRETARY | 0.00 | X | 0 | 0 | 0 | X |
| GARY G HAMMER | ||||||
| TREASURER | 0.00 | X | 0 | 0 | 0 | X |
| SARAH MESSERSMITH | ||||||
| 1ST VICE PRESIDENT | 0.00 | X | 0 | 0 | 0 | X |
| CHARLES M ELINSKY | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| HERBERT GREEN | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| TOM HARTMAN | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| GEORGE B LEAGUE | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| RICHARD TURNER | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| G GLENN ODER | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| SARAH PUCKETT | ||||||
| ASSOCIATE TREASURER | 0.00 | X | 0 | 0 | 0 | X |
| SCOTT RUSSELL | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| WILLIAM STINEBAUGH | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| DON SWAIN | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| CHRISTINE FELTS | ||||||
| EXECUTIVE DIRECTOR | 40.00 | 85953 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 85953 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 30568 | AllOtherContributions |
| Total Contributions | 30568 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COMPLEX RENTAL | Description |
| Business Code | 532000 | BusinessCode |
| Total Revenue Column | 280731 | TotalRevenueColumn |
| Related Or Exempt Function Income | 280731 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 280731 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 76967 | TotalRevenueColumn |
| Exclusion | $76,967 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2000805 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1936903 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 63902 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 63902 | TotalRevenueColumn |
| Exclusion | $63,902 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 7060 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7060 | TotalRevenueColumn |
| Exclusion | $7,060 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1025 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1025 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1025 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 460253 | TotalRevenueColumn |
| Related Or Exempt Function Income | 281756 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $147,929 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87117 | Total |
| Management And General | 87117 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114053 | Total |
| Program Services | 78558 | ProgramServices |
| Management And General | 35495 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15390 | Total |
| Program Services | 6010 | ProgramServices |
| Management And General | 9380 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1145 | Total |
| Management And General | 1145 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9975 | Total |
| Management And General | 9975 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13015 | Total |
| Management And General | 13015 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3012 | Total |
| Program Services | 2400 | ProgramServices |
| Management And General | 612 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3522 | Total |
| Management And General | 3522 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6416 | Total |
| Management And General | 6416 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86859 | Total |
| Program Services | 86859 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5955 | Total |
| Program Services | 5955 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3248 | Total |
| Fundraising | 3248 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 235149 | Total |
| Program Services | 235149 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44465 | Total |
| Program Services | 44465 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| PROGRAM DEVELOPMENT | 19517 | 19517 |
| POST 140 FEES FOR CLIEN | 17960 | 17960 |
| CAMPUS USE FEE | 6895 | 6895 |
| MISCELLANEOUS | 3117 | 3117 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1075 | Total |
| Program Services | 1075 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 677885 | Total |
| Program Services | 507960 | ProgramServices |
| Management And General | 166677 | ManagementAndGeneral |
| Fundraising | 3248 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63062 | BOY |
| EOY | 52882 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84385 | BOY |
| EOY | 75984 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 9272087 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4505042 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4905142 | BOY |
| EOY | 4767045 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3952670 | BOY |
| EOY | 3430989 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12367 | BOY |
| EOY | 11913 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9017626 | BOY |
| EOY | 8338813 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13350 | BOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 461199 | BOY |
| EOY | 436265 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 474549 | BOY |
| EOY | 436265 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8543077 | BOY |
| EOY | 7902548 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8543077 | BOY |
| EOY | 7902548 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9017626 | BOY |
| EOY | 8338813 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -217632 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -422897 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16298 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11710 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22996 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33016 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30568 | CurrentTaxYear |
| Total | 114588 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16298 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11710 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22996 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33016 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30568 | CurrentTaxYear |
| Total | 114588 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 114588 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 107490 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 102450 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 84577 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 112938 | CurrentTaxYearMinus1Year |
| Current Tax Year | 76967 | CurrentTaxYear |
| Total | 484422 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8460 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5106 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10211 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8773 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8085 | CurrentTaxYear |
| Total | 40635 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 639645 | TotalSupport |
| Gross Receipts From Admissions Etc | 1687964 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.17910 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.13540 | PublicSupportPertcentPriorYear |
| Ten Percent Test Current Year | X | TenPercentTestCurrentYear |
| Facts And Circumstances Test | ORGANIZATION RECEIVES SIGNIFICANT INTEREST AND DIVIDENDS FROM INVESTMENTS. THE MAJORITY OF THE ORGANIZATION'S EARNED REVENUE IS FROM RENTAL INCOME AT LESS THAN MARKET RATES TO ENTITIES WHICH SERVE PEOPLE WITH INTELLECTUAL AND/OR PHYSICAL DISABILITIES. | FactsAndCircumstancesTest |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CAMPUS USE FEES EDUCATIONAL SEMINAR OTHER INCOME EDUCATIONAL FUNDRAISING | GeneralExplanation |
| General Explanation | SCHEDULE A, PART IV, LIST OF UNUSUAL GRANTS: BEQUEATH DATE: 09/25/06 AMOUNT: 396102. BEQUEATH DATE: 12/18/06 AMOUNT: 653584. BEQUEATH DATE: 10/31/06 AMOUNT: 27017. | GeneralExplanation |
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 | 122322 | OtherCostOrOtherBasis |
| Book Value | 122322 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7933958 | OtherCostOrOtherBasis |
| Depreciation | 3484787 | Depreciation |
| Book Value | 4449171 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 812235 | OtherCostOrOtherBasis |
| Depreciation | 730505 | Depreciation |
| Book Value | 81730 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 403572 | OtherCostOrOtherBasis |
| Depreciation | 289750 | Depreciation |
| Book Value | 113822 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4767045 | TotalOfBookValueLandBuildings |
| Total Revenue | 460253 | TotalRevenue |
| Total Expenses | 677885 | TotalExpenses |
| Excess Or Deficit For Year | -217632 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -422897 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -422897 | TotalAdjustments |
| Excess Or Deficit Per FS | -640529 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 817683 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -422897 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 780327 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 357430 | RevenueNotRptdF990 |
| Revenue Subtotal | 460253 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 460253 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1458212 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 780327 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 780327 | ExpensesNotRptdF990 |
| Expenses Subtotal | 677885 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 677885 | TotalExpensesPerForm990 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE TAX RETURN IS INITIALLY REVIEWED BY MANAGEMENT WITH QUESTIONS DIRECTED TO THE CPA. TREASURER OF THE BOARD THEN REVIEWS WITH MANAGEMENT PRIOR TO THE SIGNING AND FILING OF THE TAX RETURN. | |
| FORM 990, PART VI, SECTION B, LINE 15 | TRUSTEE STAFF SUPPORT COMMITTEE AND BUDGET AND FINANCE COMMITTEE PROPOSE A COST OF LIVING INCREASE BASED ON INFLATION AND THE ENTIRE BOARD APPROVES THE INCREASE AS PART OF THE ANNUAL BUDGET. | |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE MAINTAINED BY EXECUTIVE DIRECTOR AND ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -422,897. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| SECTION XII, QUESTION 1 - AMENDED RETURN | THE RETURN IS BEING AMENDED TO CORRECTLY REFLECT THE USE OF THE ACCRUAL METHOD FOR BOTH THE FINANCIAL STATEMENTS AND THE TAX RETURN. CASH BASIS WAS NEVER USED. THE QUESTION WAS ANSWERED INCORRECTLY. | REASON FOR AMENDED RETURN |
| FORM 990, PART XII, LINE 2C, PROCESS CHANGE FROM PRIOR YEAR: | THE PROCESS OF THE COMMITTEE TO ASSUME RESPONSIBILITY OF THE AUDITED FINANCIAL STATEMENTS AND TO SELECT THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PREVIOUS YEARS. |
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