L D PANKEY DENTAL FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- L D PANKEY DENTAL FOUNDATION INC (EIN 59-1298070)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-26
- IRS object ID
- 202542699349301559
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-26T13:50:55-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204989621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERDEJA & ALVAREZ LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 ALHAMBRA CIR STE 630 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331347417 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591298070 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LD PANKEY DENTAL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LDPA | BusinessNameControlTxt |
| Phone | 3054285500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CRANDON BOULEVARD | AddressLine1Txt |
| City | KEY BISCAYNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33149 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR LEE BRADY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3054285500 | PhoneNum |
| Signature | 2025-09-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | OCTAVIO R VERDEJA | PreparerPersonNm |
| PTIN | P00678119 | PTIN |
| Phone | 3054463177 | PhoneNum |
| Preparation | 2025-09-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PANKEY INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR LEE BRADY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CRANDON BOULEVARD | AddressLine1Txt |
| City | KEY BISCAYNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33149 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,702,653 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PANKEY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE TRAINING TO DENTISTS & DENTAL TECHNICIANS NEWEST DENTAL TECHNOLOGIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $960,927 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,253,405 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,522,671 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,113,283 | CYProgramServiceRevenueAmt |
| PY Investment Income | $101,056 | PYInvestmentIncomeAmt |
| CY Investment Income | $142,035 | CYInvestmentIncomeAmt |
| PY Other Revenue | $40,957 | PYOtherRevenueAmt |
| CY Other Revenue | $40,854 | CYOtherRevenueAmt |
| PY Total Revenue | $4,625,611 | PYTotalRevenueAmt |
| CY Total Revenue | $5,549,577 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,600 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $43,950 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,275,305 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,517,726 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $595,980 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,270,228 | PYOtherExpensesAmt |
| CY Other Expenses | $3,637,903 | CYOtherExpensesAmt |
| PY Total Expenses | $4,554,133 | PYTotalExpensesAmt |
| CY Total Expenses | $5,199,579 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $71,478 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $349,998 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,463,564 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,687,043 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,760,234 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,517,809 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,703,330 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,169,234 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PANKEY INSTITUTE (THE INSTITUTE) OFFERS COURSES FOR CONTINUING EDUCATION CREDITS TO DENTISTS AND DENTAL TECHNICIANS TAUGHT BY A GROUP OF PROFESSIONALS WHO OFFER THEIR EXPERTISE WITH A UNIQUE INSIGHT TO DENTISTRY. THE INSTITUTE OWNS TWO CONDO UNITS TO FACILITATE THE LODGING OF THEIR STUDENTS WHILE PARTICIPATING IN ITS COURSES. PROFESSIONALS WHO HAVE ATTENDED THE COURSES CAN JOIN OUR ALUMNI ASSOCIATION AND NETWORK WITHIN OUR ALUMNAE. THE INSTITUTE CARRIES IN ITS RESOURCE CENTER THE MATERIALS USED IN THE COURSES TO GIVE THE COURSE PARTICIPANTS THE OPPORTUNITY TO UTILIZE THE NEWLY LEARNED TECHNIQUES WITH THE PRODUCTS USED IN ITS LABS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,804,663 | ExpenseAmt |
| Grant | $43,950 | GrantAmt |
| Revenue | $4,165,048 | RevenueAmt |
| Desc | 2024 WAS ANOTHER EXCEPTIONAL YEAR ALL AROUND. CONTINUED EDUCATION REGISTRATIONS EXCEEDED BUDGETED NUMBERS BY 163. ESSENTIALS COURSES HAD 341 REGISTRATIONS, MASTERY AND FOCUS COURSES HAD 267 REGISTRATIONS AND ONLINE COURSES REGISTERED 204 PARTICIPANTS. WE HELD ONE OFFSITE ESSENTIALS ONE COURSES THAT WAS SOLD OUT. THIS SUCCESS IS ALSO GENERATING INTEREST FROM OTHER DENTAL CONFERENCES FOR 2025. OUR ANNUAL SYMPOSIUM HELD IN ARIZONA WAS ALSO A GREAT SUCCESS WITH 216 PARTICIPANTS.WE HAD ANOTHER OUTSTANDING DEVELOPMENT YEAR IN 2024. OUR COMMUNITY CONTINUES TO SHOW THEIR SUPPORT, WHICH IN TURN ALLOWED THE INSTITUTE TO GIVE BACK BY AWARDING 41 SCHOLARSHIPS, OF WHICH 21 WERE AWARDED TO RECENT GRADUATES. | Desc |
| Total Program Service Expenses | $3,804,663 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 77 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 19 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIO MEDINA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3054285538 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CRANDON BOULEVARD | AddressLine1Txt |
| City | KEY BISCAYNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33149 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DR DAVID SWAN | |||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR KEVIN DUBOSE | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR TODD SANDER | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR CLAYTON DAVIS | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR KELLEY BRUMMETT | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DR MICHAEL CRETE | |||||||
| DIRECTOR | 8.00 | Yes (X) | $24,000 | $0 | $0 | ||
| DR LYNNE GERLACH | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR JOHN LAVICKA CDT | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DR MICHELLE LEE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DR C ROGER MACIAS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DR RANDOLPH MARTIN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR KEN RUNKLE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DR ELIZABETH RYDELL | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DR MICHAEL SCHERB | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DR DENNIS STILES | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIA C CASANUEVA | |||||||
| DIRECTOR OF OPERATIONS | 50.00 | $166,128 | $0 | $4,984 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $190,128 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $4,984 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CROSSOVER SOLUTIONS LLC | |||||
| 22210 N 36TH WAY | PHOENIX | AZ | 85050 | EXECUTIVE DIRECTOR AND IT SERVICES | $421,369 |
| CREATRICE CONSULTING LLC | |||||
| 23029 N 94TH ST | SCOTTSDALE | AZ | 85255 | MARKETING | $222,895 |
| OTIS ELEVATOR COMPANY | |||||
| ONE CARRIER PLACE | FARMINGTON | CT | 06032 | ELEVATOR MODERNIZATION PROJECT | $222,018 |
| CAPROD SERVICE MAINTENANCE CORP | |||||
| 3019 NW 11 ST | MIAMI | FL | 33125 | BUILDING MAINTENANCE, HOUSEKEEPING | $186,895 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $152,502 | MembershipDuesAmt |
| All Other Contributions | $1,100,903 | AllOtherContributionsAmt |
| Noncash Contributions | $37,664 | NoncashContributionsAmt |
| Total Contributions | $1,253,405 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION REVENUE | 900099 | $3,162,132 | $3,162,132 |
| HOUSING REVENUE | 900099 | $547,660 | $547,660 |
| ANNUAL SYMPOSIUM | 900099 | $344,775 | $344,775 |
| SUBSCRIPTION REVENUE | 900099 | $58,716 | $58,716 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,113,283 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $139,268 | TotalRevenueColumnAmt |
| Exclusion | $139,268 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,767 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,767 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,767 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,767 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $41,720 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $49,863 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$8,143 | TotalRevenueColumnAmt |
| Exclusion | -$8,143 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $136,987 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $103,213 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,774 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,774 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $15,223 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,223 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $15,223 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,549,577 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,165,047 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $131,125 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,950 | TotalAmt |
| Program Services | $43,950 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,060 | TotalAmt |
| Management And General | $133,057 | ManagementAndGeneralAmt |
| Fundraising | $7,003 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,158,023 | TotalAmt |
| Program Services | $895,952 | ProgramServicesAmt |
| Management And General | $163,070 | ManagementAndGeneralAmt |
| Fundraising | $99,001 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,783 | TotalAmt |
| Program Services | $21,247 | ProgramServicesAmt |
| Management And General | $7,022 | ManagementAndGeneralAmt |
| Fundraising | $2,514 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,691 | TotalAmt |
| Program Services | $63,286 | ProgramServicesAmt |
| Management And General | $20,917 | ManagementAndGeneralAmt |
| Fundraising | $7,488 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,169 | TotalAmt |
| Program Services | $67,067 | ProgramServicesAmt |
| Management And General | $22,167 | ManagementAndGeneralAmt |
| Fundraising | $7,935 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $787,658 | TotalAmt |
| Program Services | $501,883 | ProgramServicesAmt |
| Management And General | $101,635 | ManagementAndGeneralAmt |
| Fundraising | $184,140 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,730 | TotalAmt |
| Program Services | $39,730 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $497,075 | TotalAmt |
| Program Services | $361,887 | ProgramServicesAmt |
| Management And General | $120,052 | ManagementAndGeneralAmt |
| Fundraising | $15,136 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,431 | TotalAmt |
| Program Services | $268,727 | ProgramServicesAmt |
| Management And General | $46,199 | ManagementAndGeneralAmt |
| Fundraising | $2,505 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,439 | TotalAmt |
| Program Services | $74,436 | ProgramServicesAmt |
| Management And General | $3,943 | ManagementAndGeneralAmt |
| Fundraising | $17,060 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,442 | TotalAmt |
| Program Services | $18,123 | ProgramServicesAmt |
| Management And General | $5,413 | ManagementAndGeneralAmt |
| Fundraising | $906 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $607,220 | TotalAmt |
| Program Services | $450,236 | ProgramServicesAmt |
| Management And General | $134,481 | ManagementAndGeneralAmt |
| Fundraising | $22,503 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,763 | TotalAmt |
| Program Services | $184,785 | ProgramServicesAmt |
| Management And General | $40,980 | ManagementAndGeneralAmt |
| Fundraising | $4,998 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| PROGRAM RELATED | $617,420 | $617,420 | |
| SPECIAL EVENTS | $249,682 | $99,289 | $150,393 |
| LODGING | $96,645 | $96,645 | |
| FUNDRAISING | $74,398 | $74,398 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,199,579 | TotalAmt |
| Program Services | $3,804,663 | ProgramServicesAmt |
| Management And General | $798,936 | ManagementAndGeneralAmt |
| Fundraising | $595,980 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,557 | BOYAmt |
| EOY | $1,644 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,276,183 | BOYAmt |
| EOY | $3,833,066 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,699 | BOYAmt |
| EOY | $418,587 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,651 | BOYAmt |
| EOY | $45,504 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,883 | BOYAmt |
| EOY | $96,653 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,291 | BOYAmt |
| EOY | $214,220 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,502,635 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,889,213 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,564,847 | BOYAmt |
| EOY | $4,613,422 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $927,453 | BOYAmt |
| EOY | $1,463,947 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,463,564 | BOYAmt |
| EOY | $10,687,043 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,669 | BOYAmt |
| EOY | $318,603 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,738,307 | BOYAmt |
| EOY | $3,411,808 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,000 | BOYAmt |
| EOY | $60,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $769,258 | BOYAmt |
| EOY | $727,398 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,760,234 | BOYAmt |
| EOY | $4,517,809 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,116,347 | BOYAmt |
| EOY | $5,108,372 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $586,983 | BOYAmt |
| EOY | $1,060,862 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,703,330 | BOYAmt |
| EOY | $6,169,234 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,463,564 | BOYAmt |
| EOY | $10,687,043 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $349,998 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $115,906 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $586,983 | BeginningYearBalanceAmt |
| Contributions | $390,524 | ContributionsAmt |
| Investment Earnings Or Losses | $102,105 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $18,750 | AdministrativeExpensesAmt |
| End Year Balance | $1,060,862 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $461,869 | BeginningYearBalanceAmt |
| Contributions | $80,560 | ContributionsAmt |
| Investment Earnings Or Losses | $72,628 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $28,074 | AdministrativeExpensesAmt |
| End Year Balance | $586,983 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $368,198 | BeginningYearBalanceAmt |
| Contributions | $160,937 | ContributionsAmt |
| Investment Earnings Or Losses | -$67,266 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $461,869 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $337,764 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $30,434 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $368,198 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $287,836 | BeginningYearBalanceAmt |
| Contributions | $18,094 | ContributionsAmt |
| Investment Earnings Or Losses | $31,834 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $337,764 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $972,952 | OtherCostOrOtherBasisAmt |
| Book Value | $972,952 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,529,683 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,889,213 | DepreciationAmt |
| Book Value | $3,640,470 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,613,422 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VANGUARD ACCOUNTS - SECURITIES | Desc |
| Book Value | $1,463,947 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,463,947 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,818,559 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $115,906 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $153,076 | OtherRevenueAmt |
| Revenue Not Reported | $268,982 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,549,577 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,549,577 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,352,655 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $153,076 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $153,076 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,199,579 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,199,579 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION MAINTAINS AN ENDOWMENT FUND CONSISTING OF GIFTS RESTRICTED BY DONORS FOR PERMANENT INVESTMENT. THE FUNDS ARE RESTRICTED FOR SCHOLARSHIP AWARDS AND FACULTY ENHANCEMENT TRAININGS. |
| PART X, LINE 2: | THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF ASC NO 740, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" ("ASC NO 740"). ASC 740 REQUIRED THAT THE IMPACT OF TAX POSITIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THEY ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON EXAMINATION. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS MADE IN THE FINANCIAL STATEMENTS. AT 12/31/24, THERE WERE NO UNCERTAIN TAX POSITIONS. THE ORGANIZATION FILES TAX RETURNS WITH US FEDERAL AND OTHER TAX AUTHORITIES FOR WHICH STATUE LIMITATIONS MAY GO BACK TO THE YEAR ENDED 2021. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 103,213. SPECIAL EVENT EXPENSES 49,863. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 103,213. SPECIAL EVENT EXPENSE 49,863. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | 0 | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | NONDISCRIMINATORY POLICY IS PUBLICIZED IN ALL PUBLICATIONS RELATED TO THE INSTITUTE, AS WELL AS, ON THE WEBSITE. |
| SCHEDULE E, PART I, LINE 4 | THE ORGANIZATION DOES NOT KEEP RECORDS INDICATING THE RACIAL COMPOSITION OF THE STUDENT BODY, FACULTY AND ADMINISTRATIVE STAFF. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BOTANICAL GARDEN DINNER | Event1Nm |
| Gross Receipts Event1 | $31,320 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $31,320 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $45,502 | OtherDirectExpensesEvent1Amt |
| Event2 | DENTAL HEROES | Event2Nm |
| Gross Receipts Event2 | $6,500 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $6,500 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $855 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $3,900 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $3,900 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $3,506 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $41,720 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $41,720 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $49,863 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $49,863 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$8,143 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 14 | RecipientCnt |
| Cash Grant | $43,950 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA C CASANUEVA | PersonNm |
| Title | DIRECTOR OF OPERATIONS | TitleTxt |
| Base Compensation Filing Org | $166,128 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $4,984 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $171,112 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTORATIVE NATION LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | THE EXECUTIVE DIRECTOR OF THE ORGANIZATION OWNS RESTORATIVE NATION, LLC. | RelationshipWithOrgTxt |
| Loan Purpose | ACQUISITION OF ADVANCED DENTAL EDUCATION MATERIAL | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $300,000 | OriginalPrincipalAmt |
| Balance Due | $60,000 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $60,000 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $31,664 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | 3D PRINTER | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS OF THE ORGANIZATION ARE CALLED ADVISORS. ADVISORS SHALL HAVE VOTING OR OTHER CONSENSUAL RIGHTS WITH RESPECT TO THE GOVERNANCE OF THE AFFAIRS OF THE CORPORATION ONLY AS SPECIFICALLY PROVIDED IN THE BY-LAWS. CANDIDATES FOR NEW ADVISORS SHALL BE SELECTED BY THE NOMINATING COMMITTEE, FROM TIME TO TIME, AND SUBMITTED TO THE BOARD. NAMES OF POTENTIAL CANDIDATES FOR ADVISORS SHALL BE SUBMITTED IN WRITING TO THE NOMINATING COMMITTEE BY ANY ADVISOR AT LEAST 90 DAYS PRIOR TO THE ANNUAL MEETING OF ADVISORS. THE BOARD SHALL HAVE THE POWER TO APPROVE NEW ADVISORS BY A MAJORITY VOTE OF THE BOARD DURING ANY OFFICIAL MEETING. ADVISORS ARE ENCOURAGE TO MAKE AN ANNUAL DONATION. IN ORDER TO REMAIN IN GOOD STANDING, ADVISORS SHALL ATTEND REGULAR MEETINGS, AS OUTLINED IN THE BOARD POLICY MANUAL. . A PERSON WHO IS ADMITTED AS AN ADVISOR SHALL REMAIN AN ADVISOR FOR AN INDEFINITE TERM, OR UNTIL HIS OR HER EARLIER RESIGNATION, DEATH OR EXPULSION. A PERSON MAY BE ADMITTED AS AN ADVISOR BY A MAJORITYOF THE ENTIRE BOARD. DIRECTORS WHO HAVE COMPLETED THEIR TERM OF SERVICE ON THE BOARD OF DIRECTORS WILL CONTINUE TO BE ADVISORS, SO LONG AS THEY REMAIN IN GOOD STANDING. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE FUNCTIONS AND POWERS OF THE ADVISORS ARE TO ELECT PERSONS TO THE BOARD AT THE ANNUAL MEETING OF THE ADVISORS, INCLUDING ELECTION BY THE FLOOR NOMINATION, NOMINATE AND ELECT PERSONS TO THE NOMINATING COMMITTEE, RECOMMEND PERSONS AS CANDIDATES TO FILL VACANCIES ON THE BOARD, AND ELECT PERSONS FOR VACANCIES ON THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | ADVISE THE BOARD ON MATTERS PERTAINING TO THE CORPORATION'S GOALS AND MISSION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD WILL BE PROVIDED A COPY OF THE FORM 990 VIA E-MAIL PRIOR TO THE FILING OF THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST IS AN INTERESTED PERSON. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OR EXECUTIVE COMMITTEE. ANY DIRETOR MAY RECUES HIMSELF OR HERSELF AT ANY TIME FROM INVOLVEMENT IN ANY DECISION OR DISCUSSION IN WHICH THE DIRECTOR BELIEVES HE OR SHE HAS OR MAY HAVE A CONFLICT OF INTEREST, WITHOUT GOING THROUGH THE PROCESS OF DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OR EXECUTIVE COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR EXECUTIVE COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR EXECUTIVE COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE BOARD OR EXECUTIVE COMMITTEE SHALL, IF APPROPIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR EXCUTIVE COMMITTEE SHALL DETERMINE WHETHER L.D. PANKEY DENTAL FOUNDATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD OR EXECUTIVE COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN L.D. PANKEY DENTAL FOUNDATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. THE MINUTES OF THE BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS SHALL CONTAIN: THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE BOARD'S OR EXECUTIVE COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED. THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLCIY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS L.D. PANKEY DENTAL FOUNDATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPORSES. |
| FORM 990, PART VI, SECTION B, LINE 15A | CONSISTING OF THREE (3) OR MORE DIRECTORS. DIRECTORS WHO ARE ALSO EMPLOYEES OF THE CORPORATION MAY NOT SERVE ON THE PERFORMANCE AND EVALUATION COMMITTEE. THE PERFORMANCE AND EVALUATION COMMITTEE SHALL REVIEW THE COMPENSATION OF THE EXECUTIVE DIRECTOR, NOT LESS THAN ANNUALLY AND WHENEVER A MODIFICATION IN COMPENSATION IS PROPOSED. THE REVIEW SHALL INCLUDE AN EVALUATION OF THE PERFORMANCE OF THE EXECUTIVE DIRECTOR AND ANALYSIS OF APPROPRIATE COMPARABILITY DATA BASED ON ITS REVIEW. THE PERFORMANCE AND EVALUATION COMMITTEE SHALL RECOMMEND JUST AND REASONABLE COMPENSATION AMOUNTS FOR THE OFFICERS TO THE BOARD. AT THE REQUEST OF THE EXECUTIVE DIRECTOR OR THE BOARD, THE PERFORMANCE AND EVALUATION COMMITTEE SHALL REVIEW ANY ISSUE INVOLVING STAFF COMPENSATION AND BENEFITS. IN PERFORMING ITS FUNCTIONS, THE PERFORMANCE AND EVALUATION COMMITTEE MAY RETAIN THE SERVICES OF INDEPENDENT CONSULTANTS TO ADVISE IT ON MATTERS WITHIN THE PURVIEW OF THE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THIS ORGANIZATION DID NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 501,883. MANAGEMENT AND GENERAL EXPENSES 101,635. FUNDRAISING EXPENSES 184,140. TOTAL EXPENSES 787,658. |
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