HARTWOOD FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HARTWOOD FOUNDATION INC (EIN 23-7367530)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-12-06
- IRS object ID
- 201123409349300707
- Schema version
- 2010v3.4
- 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 | 2011-12-06T11:15:08-06:00 | 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 | RSM MCGLADREY LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 TOWERS CRESCENT DR STE 500 | AddressLine1 |
| City | VIENNA | City |
| State | VA | State |
| ZIP Code | 221826205 | 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 | 237367530 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARTWOOD FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HART | NameControl |
| Phone | 7032730939 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3702 PENDER DRIVE NO 410 | AddressLine1 |
| City | FAIRFAX | City |
| State | VA | State |
| ZIP Code | 22030 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANDREW GYOURKO | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 7032730939 | Phone |
| Date Signed | 2011-12-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM E TURCO CPA | Name |
| Phone | 7033366400 | 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) |
|---|---|---|
| Name Of Principal Officer Person | ANDREW GYOURKO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3702 PENDER DRIVE NO 410 | AddressLine1 |
| City | FAIRFAX | City |
| State | VA | State |
| ZIP Code | 22030 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8506219 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HARTWOODFOUNDATION.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1973 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE OPPORTUNITIES IN COMMUNITY LIFE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 214 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 233567 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 243717 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8129633 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7987246 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 219085 | InvestmentIncomePriorYear |
| Investment Income Current Year | 250485 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 22811 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2360 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8605096 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8483808 | 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 | 6128351 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6267240 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1964027 | OtherExpensePriorYear |
| Other Expenses Current Year | 1952500 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8092378 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8219740 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 512718 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 264068 | RevenuesLessExpensesCY |
| Total Assets BOY | 7129146 | TotalAssetsBOY |
| Total Assets EOY | 7632912 | TotalAssetsEOY |
| Total Liabilities BOY | 587240 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 565413 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6541906 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7067499 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF HARTWOOD FOUNDATION, INC. (THE FOUNDATION), A NOT-FOR-PROFIT ORGANIZATION EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC), IS TO PROVIDE SERVICES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES BY FURNISHING HOUSING AND TRAINING IN INDEPENDENT LIVING. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5907451 | Expense |
| Revenue | 6815842 | Revenue |
| Description | THE FOUNDATION PROVIDES SERVICES FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES BY FURNISHING HOUSING AND TRAINING IN INDEPENDENT LIVING. THE FOUNDATION OPERATES FIFTEEN GROUP HOMES UNDER COMMUNITY GRANTS FROM FAIRFAX COUNTY, VA AND THE MR WAIVER PROGRAM. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1079161 | Expense |
| Revenue | 1171404 | Revenue |
| Description | THE FOUNDATION PROVIDES TRAINING AND ASSISTANCE TO CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES. THE FOUNDATION OPERATES THREE GROUP HOMES IN HENRICO COUNTY, VIRGINIA UNDER THE MR WAIVER PROGRAM. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 6986612 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | 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 | 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 | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 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 | 26 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 214 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | 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 | 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 | RICHARD SHERMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7032730939 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3702 PENDER DRIVE NO 410 | AddressLine1 |
| City | FAIRFAX | City |
| State | VA | State |
| ZIP Code | 22030 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (8 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| CHRISTIAN BROWN | |||||||
| PRESIDENT | 2.50 | X | X | 0 | 0 | 0 | |
| ALVIN GLAZIER | |||||||
| VICE PRESIDENT | 2.50 | X | X | 0 | 0 | 0 | |
| JOHN BURGESS | |||||||
| TREASURER | 2.50 | X | X | 0 | 0 | 0 | |
| DAVID B LOMBARD | |||||||
| SECRETARY | 2.50 | X | X | 0 | 0 | 0 | |
| PAULINE WADE | |||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | ||
| KEVIN MCCARTHY | |||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | ||
| ANDREW GYOURKO | |||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 114045 | 0 | 6945 | ||
| SEAN MCGINNIS | |||||||
| DIR RES SVC | 40.00 | 108783 | 0 | 6873 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 222828 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 13818 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | 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 | 243717 | AllOtherContributions |
| Total Contributions | 243717 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEDICAID CONTRACT | 623990 | 5163250 | 5163250 |
| LOCAL GOV'T CONTRACT | 623990 | 2225396 | 2225396 |
| CLIENT FEES | 623990 | 585228 | 585228 |
| CO-PAYMENTS | 623990 | 13372 | 13372 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7987246 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 75634 | TotalRevenueColumn |
| Exclusion | $75,634 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 197262 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 22361 | Securities |
| Other | 50 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 174901 | Securities |
| Other | -50 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 174851 | TotalRevenueColumn |
| Exclusion | $174,851 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2360 | TotalRevenueColumn |
| Exclusion | $2,360 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2360 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8483808 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7987246 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $252,845 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120990 | Total |
| Program Services | 102842 | ProgramServices |
| Management And General | 18148 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5034916 | Total |
| Program Services | 4279679 | ProgramServices |
| Management And General | 755237 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 592021 | Total |
| Program Services | 503217 | ProgramServices |
| Management And General | 88804 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 519313 | Total |
| Program Services | 441416 | ProgramServices |
| Management And General | 77897 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29600 | Total |
| Program Services | 25160 | ProgramServices |
| Management And General | 4440 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 196 | Total |
| Management And General | 196 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81704 | Total |
| Program Services | 69448 | ProgramServices |
| Management And General | 12256 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19151 | Total |
| Program Services | 16278 | ProgramServices |
| Management And General | 2873 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 222740 | Total |
| Program Services | 189329 | ProgramServices |
| Management And General | 33411 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 543471 | Total |
| Program Services | 461950 | ProgramServices |
| Management And General | 81521 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96862 | Total |
| Program Services | 82333 | ProgramServices |
| Management And General | 14529 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9674 | Total |
| Program Services | 8223 | ProgramServices |
| Management And General | 1451 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22301 | Total |
| Program Services | 18956 | ProgramServices |
| Management And General | 3345 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158694 | Total |
| Program Services | 134890 | ProgramServices |
| Management And General | 23804 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105174 | Total |
| Program Services | 89398 | ProgramServices |
| Management And General | 15776 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CLIENTS ROOM/BOARD | 328585 | 279297 | 49288 |
| RSP PROVIDERS | 153346 | 130344 | 23002 |
| BUILDING & GROUND MAINT | 148069 | 125859 | 22210 |
| RECREATION/COMMUNITY-HO | 63033 | 53578 | 9455 |
| BAD DEBT | -37100 | -31535 | -5565 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7000 | Total |
| Program Services | 5950 | ProgramServices |
| Management And General | 1050 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8219740 | Total |
| Program Services | 6986612 | ProgramServices |
| Management And General | 1233128 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61702 | BOY |
| EOY | 1000 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1744315 | BOY |
| EOY | 1769107 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 431976 | BOY |
| EOY | 502901 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 267207 | BOY |
| EOY | 267207 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71771 | BOY |
| EOY | 9658 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2778849 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1023689 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1796719 | BOY |
| EOY | 1755160 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2731258 | BOY |
| EOY | 3303681 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24198 | BOY |
| EOY | 24198 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7129146 | BOY |
| EOY | 7632912 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 223107 | BOY |
| EOY | 217646 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 328431 | BOY |
| EOY | 299922 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35702 | BOY |
| EOY | 47845 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 587240 | BOY |
| EOY | 565413 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6515610 | BOY |
| EOY | 7013086 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26296 | BOY |
| EOY | 54413 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6541906 | BOY |
| EOY | 7067499 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7129146 | BOY |
| EOY | 7632912 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 264068 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 261525 | 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 | 7134499 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7811792 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7776155 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7759673 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7632363 | CurrentTaxYear |
| Total | 38114482 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7134499 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7811792 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7776155 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7759673 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7632363 | CurrentTaxYear |
| Total | 38114482 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 38114482 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 125939 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 124122 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 77110 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 73495 | CurrentTaxYearMinus1Year |
| Current Tax Year | 75634 | CurrentTaxYear |
| Total | 476300 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5836 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3353 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7565 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22811 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2360 | CurrentTaxYear |
| Total | 41925 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 38632707 | TotalSupport |
| Gross Receipts From Admissions Etc | 2818543 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.98660 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.98550 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 295615 | OtherCostOrOtherBasis |
| Book Value | 295615 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1327911 | OtherCostOrOtherBasis |
| Depreciation | 172772 | Depreciation |
| Book Value | 1155139 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 654648 | OtherCostOrOtherBasis |
| Depreciation | 425621 | Depreciation |
| Book Value | 229027 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 500675 | OtherCostOrOtherBasis |
| Depreciation | 425296 | Depreciation |
| Book Value | 75379 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1755160 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TENANTS AMOUNT HELD IN TRUST | Description |
| Amount | $47,845 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 47845 | TotalOfAmounts |
| Total Revenue | 8483808 | TotalRevenue |
| Total Expenses | 8219740 | TotalExpenses |
| Excess Or Deficit For Year | 264068 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 261525 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 261525 | TotalAdjustments |
| Excess Or Deficit Per FS | 525593 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8745137 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 261525 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 261525 | RevenueNotRptdF990 |
| Revenue Subtotal | 8483612 | RevenueSubtotal |
| Investment Expenses Not Included | 196 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 196 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8483808 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8219544 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8219544 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 196 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 196 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8219740 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. INCOME FROM NONEXEMPT FUNCTIONS IS SUBJECT TO INCOME TAXES TO THE EXTENT THAT THE REVENUE EXCEEDS RELATED COSTS. NO INCOME WAS TAXABLE IN 2011. IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION. THE FOUNDATION COMPLIES WITH THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ASSOCIATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2008. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED DURING THE WEEKLY MANAGEMENT MEETING AND THEN ONCE AGAIN IT IS DISCUSSED AND REVIEWED AT THE MONTHLY BOARD MEETING. | |
| HARTWOOD FOUNDATION DOES NOT HIRE CLIENTS OR FAMILY MEMBERS OF CLIENTS TO WORK FOR THE ORGANIZATION. THE ORGANIZATION HAS A POLICY THAT STATES THAT POTENTIAL OR PERCEIVED CONFLICT OF INTEREST IS REPORTED AND INVESTIGATED. SERVICES ARE LICENSED BY THE STATE AND MONITORED BY LOCAL CASE MANAGEMENT. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE ORGANIZATION'S MANAGEMENT PERIODICALLY MEETS WITH SIMILAR AGENCIES TO DISCUSS SALARIES AND WAGES OF TOP EXECUTIVES. EVERY FOUR TO FIVE YEARS THE AFFILIATES ENGAGE BAYLIGHTS, INC. TO ANALYZE SALARIES AND WAGES AND PRESENT ANY PROPOSED ADJUSTMENTS TO THE BOARD FOR APPROVAL. | FORM 990, PART VI, SECTION B, LINE 15 | |
| ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST IN OUR OFFICE. THE POLICY IS STATED ON OUR WEBSITE. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 261,525. | FORM 990, PART XI, LINE 5: |
| THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. | FORM 990, PART XII, LINE 2C: |
Comments