MCDONALD TRAINING CENTER FOUNDATION INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- MCDONALD TRAINING CENTER FOUNDATION INC (EIN 59-3015432)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-07-15
- IRS object ID
- 201112009349300601
- Schema version
- 2009v1.7
- 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 | 2011-07-15T07:30:20-05:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lewis Birch & Ricardo LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 Court Street | AddressLine1 |
| City | Clearwater | City |
| State | FL | State |
| ZIP Code | 337566146 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593015432 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACDONALD TRAINING CENTER FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MACD | NameControl |
| Phone | 8138701300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5420 W CYPRESS STREET | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 33607 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES M FREYVOGEL | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 8138701300 | Phone |
| Date Signed | 2011-07-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7274463058 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES M FREYVOGEL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5420 W CYPRESS STREET | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 33607 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1810554 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.MACDONALDCENTER.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1990 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE SUPPORT FOR THE MISSION OF MACDONALD TRAINING CENTER, INC. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 102 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 152379 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 147114 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -337978 | InvestmentIncomePriorYear |
| Investment Income Current Year | 14811 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -50996 | OtherRevenuePriorYear |
| Other Revenue Current Year | -42 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | -236595 | TotalRevenuePriorYear |
| Total Revenue Current Year | 161883 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 416046 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 436973 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 31973 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 194620 | OtherExpensePriorYear |
| Other Expenses Current Year | 160357 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 610666 | TotalExpensesPriorYear |
| Total Expenses Current Year | 597330 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -847261 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -435447 | RevenuesLessExpensesCY |
| Total Assets BOY | 3575905 | TotalAssetsBOY |
| Total Assets EOY | 3434133 | TotalAssetsEOY |
| Total Liabilities BOY | 11855 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 29985 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3564050 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3404148 | NetAssetsOrFundBalancesEOY |
| Mission Description | MacDonald Training Center Foundation's exclusive purpose is to provide support for the mission of MacDonald Training Center, Inc. (MTC), an affiliated corporation exempt from taxation under IRS Code Section 501(c)(3). Such support includes financial support through contributions and fundraising activities and sponsoring programs and events to increase community awareness of MTC and its mission. MTC empowers people with disabilities to lead the lives they choose through the provision of innovative, high quality, vocational and life enrichment day services, supported living services, and employment services designed to shatter traditional societal barriers. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 436973 | Expense |
| Grants | 436973 | Grants |
| Description | THE ORGANIZATION'S EXCLUSIVE PURPOSE IS TO PROVIDE RESOURCES IN SUPPORT OF THE ONGOING MISSION OF MACDONALD TRAINING CENTER, INC. (MTC), A RELATED ENTITY EXEMPT FROM TAXATION UNDER IRS CODE SECTION 501(C)(3). MACDONALD TRAINING CENTER EMPOWERS PEOPLE WITH DISABILITIES TO LEAD THE LIVES THEY CHOOSE THROUGH THE PROVISION OF INNOVATIVE, HIGH QUALITY, VOCATIONAL AND LIFE ENRICHMENT DAY SERVICES, SUPPORTED LIVING SERVICES, AND EMPLOYMENT SERVICES DESIGNED TO SHATTER TRADITIONAL SOCIETAL BARRIERS. | Description |
| Total Program Service Expense | 436973 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | 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 | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| 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 |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDITH DESTASIO CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8138701300 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5420 W CYPRESS ST | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 33607 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| RICHARD DIAZ JR | ||||||
| CHAIR | 2.00 | X | 0 | 0 | 0 | |
| WILLIAM BOZEMAN | ||||||
| VICE CHAIR | 2.00 | X | 0 | 0 | 0 | |
| JACK BUTCHER | ||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | |
| PHILLIP A BAUMANN | ||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | |
| BOB BASHAM | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| STEVEN G HENGEL | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| RICK NAFE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| LEE ROY SELMON | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JAMES M FREYVOGEL | ||||||
| PRESIDENT/CEO | 10.00 | 0 | 112871 | 6385 | X | |
| JUDITH DESTASIO | ||||||
| CFO | 10.00 | 0 | 78236 | 8422 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 191107 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 14807 | 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 |
| Fundraising Events | 16926 | FundraisingEvents |
| All Other Contributions | 130188 | AllOtherContributions |
| Total Contributions | 147114 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 71622 | TotalRevenueColumn |
| Exclusion | $71,622 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1583325 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1640136 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -56811 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -56811 | TotalRevenueColumn |
| Exclusion | -$56,811 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 8493 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 16926 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 8535 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -42 | TotalRevenueColumn |
| Exclusion | -$42 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 161883 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $14,769 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 436973 | Total |
| Program Services | 436973 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6000 | Total |
| Fundraising | 6000 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29466 | Total |
| Management And General | 29466 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2120 | Total |
| Fundraising | 2120 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2479 | Total |
| Fundraising | 2479 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15912 | Total |
| Fundraising | 15912 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3192 | Total |
| Fundraising | 3192 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1078 | Total |
| Fundraising | 1078 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| ADMINISTRATIVE CHARGES | 96000 | 96000 | |
| OTHER EXPENSES | 4110 | 2918 | 1192 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 597330 | Total |
| Program Services | 436973 | ProgramServices |
| Management And General | 128384 | ManagementAndGeneral |
| Fundraising | 31973 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109061 | BOY |
| EOY | 95806 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6179 | BOY |
| EOY | 6179 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 18240 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3293833 | BOY |
| EOY | 3095271 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 166832 | BOY |
| EOY | 218637 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3575905 | BOY |
| EOY | 3434133 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10223 | BOY |
| EOY | 6720 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1632 | BOY |
| EOY | 23265 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11855 | BOY |
| EOY | 29985 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3538619 | BOY |
| EOY | 3381290 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25431 | BOY |
| EOY | 22858 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3564050 | BOY |
| EOY | 3404148 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3575905 | BOY |
| EOY | 3434133 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 2278977 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 162592 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25193 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 152379 | CurrentTaxYearMinus1Year |
| Current Tax Year | 147114 | CurrentTaxYear |
| Total | 2766255 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2278977 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 162592 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25193 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 152379 | CurrentTaxYearMinus1Year |
| Current Tax Year | 147114 | CurrentTaxYear |
| Total | 2766255 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 72621 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2693634 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 92214 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 125059 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 122849 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 78211 | CurrentTaxYearMinus1Year |
| Current Tax Year | 71622 | CurrentTaxYear |
| Total | 489955 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 135 | CurrentTaxYearMinus3Years |
| Total | 135 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 3256345 | TotalSupport |
| Gross Receipts From Admissions Etc | 153673 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.82720 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.84970 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1318279 | BeginningOfYearBalance |
| Contributions | 98753 | Contributions |
| Investment Earnings Or Losses | 257438 | InvestmentEarningsOrLosses |
| Other Expenditures | 463101 | OtherExpenditures |
| End Of Year Balance | 1211369 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1846899 | BeginningOfYearBalance |
| Contributions | 96283 | Contributions |
| Investment Earnings Or Losses | -379354 | InvestmentEarningsOrLosses |
| Other Expenditures | 245549 | OtherExpenditures |
| End Of Year Balance | 1318279 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.98110 | BoardDesignatedEOYBalance |
| Term Endowment EOY Balance | 0.01890 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM AFFILIATE | 193449 |
| SECURITY DEPOSITS | 25188 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 218637 | TotalBookValueOtherAssets |
| Total Revenue | 161883 | TotalRevenue |
| Total Expenses | 597330 | TotalExpenses |
| Excess Or Deficit For Year | -435447 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 275545 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 275545 | TotalAdjustments |
| Excess Or Deficit Per FS | -159902 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 506322 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 275545 | NetUnrealizedGainsInvestments |
| Other Revenues | 198360 | OtherRevenues |
| Revenue Not Rptd F990 | 473905 | RevenueNotRptdF990 |
| Revenue Subtotal | 32417 | RevenueSubtotal |
| Other Revenues Not Included | 129466 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 129466 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 161883 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 467864 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 467864 | ExpensesSubtotal |
| Other Expenses Not Included | 129466 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 129466 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 597330 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | THE CHASE FAMILY ESTABLISHED A TRUST IN MEMORY OF THEIR SON, ROBERT, WHO VOLUNTEERED AT MACDONALD TRAINING CENTER IN THE LATE 1960'S. ROBERT'S UNSELFISH DEDICATION TO HELPING PEOPLE WITH DEVELOPMENTAL DISABILITIES SPANNED HIS LIFETIME UNTIL HIS UNTIMELY DEATH IN MAY OF 1994. THE ROBERT CHASE MEMORIAL FUND WAS ESTABLISHED IN MAY 1995 TO ALLOW PERSONS WHO ARE ON THE WAITING LIST FOR STATE FUNDING, WHO HAVE HAD THEIR SERVICES REDUCED, AND/OR WHO CANNOT AFFORD TO PAY FOR SERVICES, TO APPLY FOR THE SCHOLARSHIP IN ORDER TO RECEIVE NEEDED SERVICES FROM MACDONALD TRAINING CENTER, INC. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | The Organization has been recognized by the Internal Revenue Service as a tax-exempt organization described in Section 501(c)(3) of the Internal Revenue Code of 1986. Income earned in furtherance of the Organization's tax-exempt purpose is exempt from Federal and State income taxes. The Organization is treated as a publicly supported organization, and not as a private foundation. FASB ASC Topic 740, Accounting for Uncertainty in Income Taxes, clarifies the accounting and recognition for income tax positions taken or expected to be taken in the Organization's income tax returns. The Organization's income tax filings are subject to audit by taxing anthorities and filings for periods after 2006 are open for examination. The Organization does not believe it has any unrecognized exposure relating to uncertain tax positions at September 30, 2010. |
| Part XII, Line 2d - Other Adjustments: | INVESTMENT RETURN IN EXCESS OF AMOUNTS DESIGNATED FOR CURRENT OPERATIONS: 198360. | |
| Part XII, Line 4b - Other Adjustments: | INVESTMENT MANAGEMENT FEES: 29466. CONTRIBUTION RECEIVED FOR THE BENEFIT OF MACDONALD TRAINING CENTER, INC.: 100000. | |
| Part XIII, Line 4b - Other Adjustments: | INVESTMENT MANAGEMENT FEES: 29466. CONTRIBUTION RECEIVED FOR THE BENEFIT OF MACDONALD TRAINING CENTER, INC.: 100000. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ST. JOSEPH'S FEAST | NameOfEvent1 |
| Gross Receipts Event1 | 16926 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 16926 | CharitableContributionsEvent1 |
| Rent Facility Costs Event1 | 238 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 2781 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 306 | EntertainmentEvent1 |
| Gross Receipts Total | 16926 | GrossReceiptsTotal |
| Charitable Contributions Total | 16926 | CharitableContributionsTotal |
| Rent Facility Costs Total Events | 238 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 2781 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 306 | EntertainmentTotalEvents |
| Direct Expense Summary Events | 3325 | DirectExpenseSummaryEvents |
| Net Income Summary | -3325 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACDONALD TRAINING CENTER INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5420 W CYPRESS ST | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 33607 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 590777827 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 436973 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Purpose Of Grant | TO SUPPORT THE MISSION OF THE ORGANIZATION | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: THE MISSION OF MACDONALD TRAINING CENTER FOUNDATION, INC. IS TO SUPPORT MACDONALD TRAINING CENTER, INC. THE RELATED BOARD MEMEBERS MONITOR HOW THE FUNDS ARE USED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | The draft 990 is sent to the members of the audit committee for review prior to their meeting. A representative from the accounting firm that prepares the 990 attends the meeting to review the return and answer questions. Once the audit committee approves the draft 990, it is submitted to all board members along with the recommendation for board approval of the draft. After approval, the accounting firm finalizes the 990 and the return is filed. |
| Form 990, Part VI, Section B, line 12c | Board members annually sign the organization's Conflict of Interest Declaration and are required to identify any possible or potential conflicts of interest at that time. The Secretary of the Board is accountable for enforcing and documenting any conflicts of interest and is the delegated authority to enforce the conflicts of interest policy. |
| Form 990, Part VI, Section B, line 15 | The President/CEO's compensation is reviewed and approved by the Executive Committee of the Board using comparable data from similar organizations, in size and function, from the surrounding geographic area as well as one or more recognized, authoritative wage study such as "Nonprofit Compensation & Benefits Reports" published annually by Rollins College. The compensation data is provided to the Executive Committee of the Board by HR for their information. Compensation for the COO and CFO positions are reviewed and approved by the President/CEO using comparable data and compensation studies. These compensation data are provided to the President/CEO by HR for his/her information. |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE BY REQUEST. |
| FORM 990, PART XI, LINE 2C: | The organization's Performance (Finance) and Audit Committees are responsible for oversight of the audit and selection of the independent CPA firm. The audit firm meets with the Audit Committee to review the scope of the audit. Upon completion of the audit, a draft financial statement audit report is presented to the Committee. The independent CPA firm presents the audit report at the next board meeting and the Performance Committee makes a recommendation to the board for approval. The Audit Committee is responsible for the selection of the independent CPA firm. When the committee goes out to bid they identify firms with expertise in not-for-profit accounting and our industry. A RFP (request for proposal) is sent to the firms. Each firm makes a presentation and is interviewed by the committee. The Audit Committee selects the CPA firm. In the spirit of Sarbanes Oxley, if the decision is made to stay with the same firm for more than 5 years, the audit partner is rotated. This process has not changed from the prior year. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|
| MACDONALD TRAINING CENTER INC | ||||||||||
| 5420 W CYPRESS STREET | TAMPA | FL | 33607 | 590777827 | EMPOWERS PEOPLE WITH DISABILITIES TO LEAD THE LIVES THEY CHOOSE | FL | 501(c)(3) | Line 7 | MACDONALD TRAINING CENTER HOLDING CORP | |
| MACDONALD TRAINING CENTER PROPERTIES INC | ||||||||||
| 5420 W CYPRESS STREET | TAMPA | FL | 33607 | 593010534 | HOLDING TITLE TO REAL & PERSONAL PROPERTY | FL | 501(c)(2) | MACDONALD TRAINING CENTER HOLDING CORP | ||
| MACDONALD TRAINING CENTER HOLDING CORP | ||||||||||
| 5420 W CYPRESS STREET | TAMPA | FL | 33607 | 593010536 | HOLDING COMPANY | FL | 501(c)(3) | Line 7 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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