SPECTRUM HEALTH SYSTEMS INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- SPECTRUM HEALTH SYSTEMS INC (EIN 04-2478978)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-11
- IRS object ID
- 201130429349300018
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-11T08:46:01-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | rsm mcgladrey inc | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 city square | AddressLine1 |
| City | boston | City |
| State | MA | State |
| ZIP Code | 02129 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042478978 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPECTRUM HEALTH SYSTEMS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SPEC | NameControl |
| Phone | 5087925400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 MECHANIC STREET | AddressLine1 |
| City | WORCESTER | City |
| State | MA | State |
| ZIP Code | 01608 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Charles J Faris | Name |
| Title | president & ceo | Title |
| Phone | 5087925400 | Phone |
| Date Signed | 2011-02-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6179129000 | 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 | Charles J Faris | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 MECHANIC STREET | AddressLine1 |
| City | WORCESTER | City |
| State | MA | State |
| ZIP Code | 01608 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 47353406 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.spectrumhealthsystems.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1971 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE THE HIGHEST QUALITY OF SERVICES TO INDIVIDUALS SEEKING TREEATMENT FOR SUBSTANCE ABUSE AND/OR MENTAL HEALTH ISSUES. WE ASSIST OUR CLIENTS IN ACHIEVING SOBRIETY, SUSTAINING RECOVERY AND FULFILLING PERSONAL GOALS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1232 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 70373 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 128748 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 40181212 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 47031191 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 193418 | InvestmentIncomePriorYear |
| Investment Income Current Year | 58463 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 33162 | OtherRevenuePriorYear |
| Other Revenue Current Year | 111433 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 40478165 | TotalRevenuePriorYear |
| Total Revenue Current Year | 47329835 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 26682 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 13127 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 29712801 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 36077870 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 107726 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9080682 | OtherExpensePriorYear |
| Other Expenses Current Year | 8960762 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 38820165 | TotalExpensesPriorYear |
| Total Expenses Current Year | 45051759 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1658000 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2278076 | RevenuesLessExpensesCY |
| Total Assets BOY | 26364320 | TotalAssetsBOY |
| Total Assets EOY | 26742536 | TotalAssetsEOY |
| Total Liabilities BOY | 6984469 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5081017 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 19379851 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 21661519 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE THE HIGHEST QUALITY OF SERVICES TO INDIVIDUALS SEEKING TREEATMENT FOR SUBSTANCE ABUSE AND/OR MENTAL HEALTH ISSUES. WE ASSIST OUR CLIENTS IN ACHIEVING SOBRIETY, SUSTAINING RECOVERY AND FULFILLING PERSONAL GOALS IN ORDER THAT THEY MAY LEAD HEALTHIER, MORE PRODUCTIVE LIVES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7579088 | Expense |
| Grants | 8855 | Grants |
| Revenue | 8108727 | Revenue |
| Description | INPATIENT SUBSTANCE ABUSE SERVICES - PROVIDES SUBSTANCE ABUSE TREATMENT AND COUNSELING IN VARIOUS RESIDENTIAL AND DETOX SETTINGS. SERVING OVER 200 INDIVIDUALS ON ANY GIVEN DAY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6870515 | Expense |
| Revenue | 9243273 | Revenue |
| Description | OUTPATIENT SUBSTANCE ABUSE SERVICES - PROVIDES ONGOING COUNSELING AND NARCOTICS TREATMENT SUCH AS METHADONE AND SUBOXONE, IN ADDITION TO SERVICES SUCH AS DRIVER ALCOHOL AWARENESS, BATTERER INTERVENTION, AND DRUG FREE COUNSELING. SERVING NEARLY 1,200 INDIVIDUALS ON ANY GIVEN DAY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 21810272 | Expense |
| Grants | 4272 | Grants |
| Revenue | 24183056 | Revenue |
| Description | CORRECTIONS SERVICES - PROVIDES SUBSTANCE ABUSE COUNSELING WITHIN CORRECTIONS FACILITIES AND PAROLEES IN THE COMMUNITY SERVING NEARLY 6,600 INDIVIDUALS DAILY IN 7 STATES. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4898980 | Expense |
| Revenue | 5520604 | Revenue |
| Description | ADOLESCENT SERVICES and workforce training | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 4898980 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 5520604 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 41158855 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | 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 |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | 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 | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | 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 | 90 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1232 | 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 |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | 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 | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | janet langlois cfo | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5087925400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 mechanic st ste 302 | AddressLine1 |
| City | worcester | City |
| State | MA | State |
| ZIP Code | 01608 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 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 |
|---|---|---|---|---|---|---|---|
| Mark Bilotta | |||||||
| Chairperson | 2.00 | X | X | 0 | 0 | 0 | |
| Verilyn Mitchell | |||||||
| Vice Chairperson | 2.00 | X | X | 0 | 0 | 0 | |
| Susan Suchocki-Brown | |||||||
| Secretary | 2.00 | X | X | 0 | 0 | 0 | |
| david felper | |||||||
| asst. secretary/trustee | 2.00 | X | X | 0 | 0 | 0 | |
| cathy chrost | |||||||
| trustee | 2.00 | X | 0 | 0 | 0 | ||
| gerardo gonzalez | |||||||
| trustee | 2.00 | X | 0 | 0 | 0 | ||
| brian garrity | |||||||
| trustee | 2.00 | X | 0 | 0 | 0 | ||
| john renner | |||||||
| trustee | 2.00 | X | 0 | 0 | 0 | ||
| brenda jenkins | |||||||
| trustee | 2.00 | X | 0 | 0 | 0 | ||
| james connors | |||||||
| trustee | 2.00 | X | 0 | 0 | 0 | ||
| richard lewandowski | |||||||
| trustee | 2.00 | X | 0 | 0 | 0 | ||
| david grenier | |||||||
| trustee | 2.00 | X | 0 | 0 | 0 | ||
| charles j faris | |||||||
| president & ceo | 40.00 | X | 260966 | 0 | 22932 | ||
| peter paolantonio | |||||||
| executive vp clinical sv | 40.00 | X | 141255 | 0 | 8949 | ||
| janet j langlois | |||||||
| cfo/treasurer | 40.00 | X | 115604 | 0 | 3572 | ||
| laura a ames | |||||||
| coo (07/09 - 05/10) | 40.00 | X | 156691 | 0 | 10819 | ||
| cynthia buraczynski | |||||||
| director of planning | 40.00 | 128235 | 0 | 15068 | X | ||
| jacqueline mcinnis | |||||||
| physicians assistant | 40.00 | 115328 | 0 | 6304 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 918079 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 67644 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| rosewood construction corporation | |||||
| 259 turnpike road | southborough | MA | 01772 | contractor | 1429159 |
| archer security agency | |||||
| po box 602256 | charlotte | NC | 28201 | security services | 279075 |
| mindshift technologies | |||||
| po box 200105 | pittsburg | PA | 15251 | it services | 206854 |
| secon of new england llc | |||||
| 415 main street suite 4 | worcester | MA | 01615 | laboratory testing | 193271 |
| bowditch & dewey | |||||
| 311 main street | worcester | MA | 01615 | legal services | 151468 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 11 | NumberOfContractorsGT100K |
| All Other Contributions | 128748 | AllOtherContributions |
| Noncash Contributions | 25029 | NoncashContributions |
| Total Contributions | 128748 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | contract revenue | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 47031191 | TotalRevenueColumn |
| Related Or Exempt Function Income | 47031191 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 47031191 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 58463 | TotalRevenueColumn |
| Exclusion | $58,463 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 62941 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 62941 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 62941 | TotalRevenueColumn |
| Exclusion | $62,941 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 40626 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 23571 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17055 | TotalRevenueColumn |
| Exclusion | $17,055 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| miscellaneous income | 900099 | 24469 | 24469 | |
| vending income | 722210 | 6968 | $6,968 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 31437 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 47329835 | TotalRevenueColumn |
| Related Or Exempt Function Income | 47055660 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $145,427 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13127 | Total |
| Program Services | 13127 | ProgramServices |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 911547 | Total |
| Management And General | 911547 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28325400 | Total |
| Program Services | 26722844 | ProgramServices |
| Management And General | 1548944 | ManagementAndGeneral |
| Fundraising | 53612 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88657 | Total |
| Program Services | 78639 | ProgramServices |
| Management And General | 9665 | ManagementAndGeneral |
| Fundraising | 353 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4093361 | Total |
| Program Services | 3860525 | ProgramServices |
| Management And General | 225590 | ManagementAndGeneral |
| Fundraising | 7246 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2658905 | Total |
| Program Services | 2461894 | ProgramServices |
| Management And General | 189322 | ManagementAndGeneral |
| Fundraising | 7689 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 184828 | Total |
| Program Services | 149030 | ProgramServices |
| Management And General | 35798 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75551 | Total |
| Management And General | 75551 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 977277 | Total |
| Program Services | 817161 | ProgramServices |
| Management And General | 160116 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55533 | Total |
| Program Services | 14544 | ProgramServices |
| Management And General | 36354 | ManagementAndGeneral |
| Fundraising | 4635 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 425762 | Total |
| Program Services | 363801 | ProgramServices |
| Management And General | 61816 | ManagementAndGeneral |
| Fundraising | 145 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 330489 | Total |
| Program Services | 58629 | ProgramServices |
| Management And General | 271472 | ManagementAndGeneral |
| Fundraising | 388 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2185227 | Total |
| Program Services | 1875763 | ProgramServices |
| Management And General | 309182 | ManagementAndGeneral |
| Fundraising | 282 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 470947 | Total |
| Program Services | 411393 | ProgramServices |
| Management And General | 59007 | ManagementAndGeneral |
| Fundraising | 547 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 163137 | Total |
| Management And General | 163137 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 696580 | Total |
| Program Services | 599866 | ProgramServices |
| Management And General | 96211 | ManagementAndGeneral |
| Fundraising | 503 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 359109 | Total |
| Program Services | 337060 | ProgramServices |
| Management And General | 21777 | ManagementAndGeneral |
| Fundraising | 272 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| food | 937344 | 934133 | 175 | 3036 |
| program administrative | 689949 | 1138688 | -474807 | 26068 |
| medical svcs & supplies | 471489 | 471489 | ||
| education and training | 470538 | 406586 | 63062 | 890 |
| program supplies | 256988 | 254380 | 2533 | 75 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210014 | Total |
| Program Services | 189303 | ProgramServices |
| Management And General | 18726 | ManagementAndGeneral |
| Fundraising | 1985 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45051759 | Total |
| Program Services | 41158855 | ProgramServices |
| Management And General | 3785178 | ManagementAndGeneral |
| Fundraising | 107726 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7826234 | BOY |
| EOY | 7373634 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7047905 | BOY |
| EOY | 5406693 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27035 | BOY |
| EOY | 15050 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4121572 | BOY |
| EOY | 4737347 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 181305 | BOY |
| EOY | 179967 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 14810144 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8662903 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6192260 | BOY |
| EOY | 6147241 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36100 | BOY |
| EOY | 54692 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 931909 | BOY |
| EOY | 2827912 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26364320 | BOY |
| EOY | 26742536 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3227824 | BOY |
| EOY | 3724572 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3756645 | BOY |
| EOY | 1356445 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6984469 | BOY |
| EOY | 5081017 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18701596 | BOY |
| EOY | 21628146 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 678255 | BOY |
| EOY | 33373 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19379851 | BOY |
| EOY | 21661519 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26364320 | BOY |
| EOY | 26742536 | 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 Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 147510 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 284958 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 144638 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 70373 | CurrentTaxYearMinus1Year |
| Current Tax Year | 98608 | CurrentTaxYear |
| Total | 746087 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 35172450 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 40126433 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 41801190 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 40208542 | CurrentTaxYearMinus1Year |
| Current Tax Year | 47085800 | CurrentTaxYear |
| Total | 204394415 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 35319960 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 40411391 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 41945828 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 40278915 | CurrentTaxYearMinus1Year |
| Current Tax Year | 47184408 | CurrentTaxYear |
| Total | 205140502 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 205140502 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 111685 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 207493 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 271955 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 173418 | CurrentTaxYearMinus1Year |
| Current Tax Year | 58463 | CurrentTaxYear |
| Total | 823014 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 111685 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 207493 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 271955 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 173418 | CurrentTaxYearMinus1Year |
| Current Tax Year | 58463 | CurrentTaxYear |
| Total | 823014 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 686695 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5957 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5832 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6968 | CurrentTaxYear |
| Total | 711452 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 36118340 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 40624841 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 42223783 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 40458165 | CurrentTaxYearMinus1Year |
| Current Tax Year | 47249839 | CurrentTaxYear |
| Total | 206674968 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99260 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99220 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00400 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00420 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part II-B, Line 1i: | Identifier |
| Return Reference | Explanation of Other Lobbying Activities: | ReturnReference |
| Explanation | Spectrum Health Systems, Inc. is a member of the association of behavioral healthcare, a group which may engage in lobbying activities. Therefore, a portion of the dues may be attributable to lobbying activities and as such, no determinative amount is listed in the schedule. | Explanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1202875 | OtherCostOrOtherBasis |
| Book Value | 1202875 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3650455 | OtherCostOrOtherBasis |
| Depreciation | 1176674 | Depreciation |
| Book Value | 2473781 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4548807 | OtherCostOrOtherBasis |
| Depreciation | 2807675 | Depreciation |
| Book Value | 1741132 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5408007 | OtherCostOrOtherBasis |
| Depreciation | 4678554 | Depreciation |
| Book Value | 729453 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6147241 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| mortgage acquisition costs, net | 40119 |
| construction in progress | 2787793 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2827912 | TotalBookValueOtherAssets |
| Total Revenue | 47329835 | TotalRevenue |
| Total Expenses | 45051759 | TotalExpenses |
| Excess Or Deficit For Year | 2278076 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 3592 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 3592 | TotalAdjustments |
| Excess Or Deficit Per FS | 2281668 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 47356998 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3592 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 3592 | RevenueNotRptdF990 |
| Revenue Subtotal | 47353406 | RevenueSubtotal |
| Other Revenues Not Included | -23571 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -23571 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 47329835 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 45075330 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 23571 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 23571 | ExpensesNotRptdF990 |
| Expenses Subtotal | 45051759 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 45051759 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XII, Line 4b - Other Adjustments: | special events expense included on Form 990, part viii, line 8b: -23571. |
| Part XIII, Line 2d - Other Adjustments: | special events expense included on Form 990, part viii, line 8b: 23571. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 40626 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 40626 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 23571 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 40626 | GrossReceiptsTotal |
| Gross Revenue Total Events | 40626 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 23571 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 23571 | DirectExpenseSummaryEvents |
| Net Income Summary | 17055 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| ged courses and testing fees | 8 | 8855 |
| PARENTING GROUPS | 13 | 4272 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| charles j faris | |||||||||||||
| 240673 | 0 | 0 | 0 | 20293 | 0 | 22884 | 0 | 48 | 0 | 283898 | 0 | 0 | 0 |
| peter paolantonio | |||||||||||||
| 141255 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 8949 | 0 | 150204 | 0 | 0 | 0 |
| laura a ames | |||||||||||||
| 156691 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 10819 | 0 | 167510 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1a | tax indemnification and gross-up payments only relate to the payout of retention plans - 1 paid during 2009. total payment of $38,135 of which $16,135 is tax gross-up, and $22,000 is retention to HC employee. CEO membership to social club - $2,160 in annual dues |
| Part I, Line 4a | charles j. faris - president & ceo - $15,000 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Bowditch & Dewey | |||
| see schedule o | 143475 | see sch. o | 0 |
| andrew felper | |||
| see schedule o | 14250 | see sch. o | 0 |
Schedule M IRS990ScheduleM
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 55 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 25029 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Method for Determining Number of Contributors: | Identifier |
| Return Reference | Part I, Column (b): | ReturnReference |
| Explanation | for noncash contributions, the organization is reporting the number of contributions received. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | the form 990 is reviewed by management. once all comments have been addressed, a copy of the form 990 is distributed to the finance committee for review. once approved by the finance committee, the final form 990 is distributed to the full board and then filed with the IRS. | |
| Form 990, Part VI, Section B, line 12c | on an annual basis, board members and staff with the organization are required to file with the Board a statement disclosing his or her personal, business or organizational interests and affiliations. when any such affiliation becomes relevant in the making of any board decision, the board member having the conflict of interest shall call it to the attention of the board and that person shall not vote on the matter. | |
| Form 990, Part VI, Section B, line 15 | the compensation committee reviews comparability data including a salary comparison which includes compensation information for various organizations with similar services and/or multi-state operations. The compensation committee recommends any salary increases to the full board which then approves/denies the committee's recommendation. In addition, both the Compensation committee and Board document the basis for the decision in the minutes to the respective meetings. | |
| Form 990, Part VI, Section C, line 19 | The organization makes its governing documents, conflict of interst policy, form 990, and financial statements available to the public upon request. in addition, the form 990 is available via guidestar and the massachusetts attorney general's website. | |
| Form 990, Schedule L, Part IV | (a) Name of Person: Bowditch & dewey (b) Relationship Between interested person and organization: David Felper is a partner at the law firm which provided legal services during the year ended June 30, 2010. (c) Amount of transaction:$143,475 (d) description of transaction: Legal Fees (e) sharing of organization revenues? = NO (a) Name of Person: Andrew felper (b) Relationship Between interested person and organization: Family member of an officer (c) Amount of transaction:$14,250 (d) description of transaction: andrew felper is employed by the organization. (e) sharing of organization revenues? = NO | Business Transactions Involving Interested Persons: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 585 LINCOLN STREET CONDOMINIUM TRUST | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 mechanic street suite 302 | AddressLine1 |
| City | worcester | City |
| State | MA | State |
| ZIP Code | 01608 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046608853 | EIN |
| Primary Activity | inactive - condominium management | PrimaryActivity |
| Legal Domicile State | MA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 100 | ShareOfTotalIncome |
| Share Of EOY Assets | 17115 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | 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 | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | 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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