Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 2,910,124 | 1,201,221 | 1,182,823 | 1,325,874 | 1,676,530 | 8,296,572 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | 8,377,540 | 9,031,843 | 9,636,880 | 10,059,496 | 11,119,114 | 48,224,873 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | 313,716 | 222,760 | 536,476 | |||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | 11,601,380 | 10,233,064 | 10,819,703 | 11,385,370 | 13,018,404 | 57,057,921 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 122,573 | 205,690 | 63,500 | 728,721 | 532,580 | 1,653,064 |
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | 46,176 | 34,993 | 6,049 | 19,749 | 106,967 | |
| c | Add lines 7a and 7b.. | 122,573 | 251,866 | 98,493 | 734,770 | 552,329 | 1,760,031 |
| 8 | Public support. (Subtract line 7c from line 6.) | 55,297,890 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 11,601,380 | 10,233,064 | 10,819,703 | 11,385,370 | 13,018,404 | 57,057,921 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 91,714 | 83,038 | 109,467 | 126,354 | 127,648 | 538,221 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 91,714 | 83,038 | 109,467 | 126,354 | 127,648 | 538,221 |
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | 313,716 | 235,999 | 254,539 | 239,144 | 217,208 | 1,260,606 |
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 12,006,810 | 10,552,101 | 11,183,709 | 11,750,868 | 13,363,260 | 58,856,748 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2019 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | BY-LAWS AMENDMENTS WERE APPROVED IN 2019 AND 2020. THESE CHANGES INCLUDED: 1) CLARITY TO BOARD POWERS AND AUTHORITIES. 2) CHANGED THE NUMBER OF MINIMUM BOARD MEMBERS FROM FIFTEEN (15) TO ELEVEN (11) AND THE MAXIMUM NUMBER OF BOARD MEMBERS FROM FORTY (40) TO TWENTY-ONE (21). 3) REDUCTION OF DEFINITION OF "TERM" FROM 3 YEARS TO 2 YEARS EACH WITH EXCEPTIONS FOR TERMS ENDING DURING THE BOARD SERVICE AS CHAIR/VICE CHAIR. 4) MORE CONCISE WORDING OF CONFLICT OF INTEREST AS PERTAINS TO THE POLICY AND PROCEDURES APPROVED BY THE BOARD WHICH "SHALL SUPPLEMENT BUT NOT REPLACE ANY APPLICABLE LAWS OR RULES GOVERNING CONFLICTS OF INTEREST APPLICABLE TO NONPROFIT AND CHARITABLE CORPORATIONS." 5) CHANGED TIMING OF ANNUAL MEETING FROM 1ST QUARTER TO 4TH QUARTER EACH YEAR. 6) CHANGED DEFINITION OF QUORUM FROM 1/3 OF BOARD MEMBERS TO 1/2 OF BOARD MEMBERS SHALL CONSTITUTE A QUORUM. 7) CHANGED CONDUCT OF MEETINGS FROM STURGIS STANDARD CODE OF PARLIAMENTARY PROCEDURES TO ROBERTS' RULES OF ORDER. 8) UPDATED/RENAMED STANDING COMMITTEES AS WELL AS THEIR PURPOSE AND RESPONSIBILITIES. 9) UPDATED COMMITTEE CHAIR ROLES AND RESPONSIBILITIES 10) ALLOWED FOR CREATION OF TASK FORCES FOR SPECIFIC ASSIGNMENTS OF LIMITED DURATION UPON RECOMMENDATION OF THE GOVERNANCE COMMITTEE AND APPROVAL BY THE BOARD. 11) CHANGED STEPLADDER TRUSTEES NOMINATION ORIGINATION FROM THE FINANCE COMMITTEE TO THE GOVERNANCE COMMITTEE. 12) CLARIFIED STEPLADDER TRUSTEES RESPONSIBILITIES. 13) ADDED CLARITY ON INDEMNIFICATION AND INSURANCE FOR OFFICERS, DIRECTORS, EMPLOYEES, AND AGENTS. 14) ADDED THE CEO/EXECUTIVE DIRECTOR AS AN EX OFFICIO, NON-VOTING MEMBER OF THE EXECUTIVE COMMITTEE. 15) ADDED THE PAST CHAIR TO THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 11B | AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S OFFICERS, ACCOUNTING PERSONNEL, AND THE FINANCE COMMITTEE. ANY QUESTIONS AND CONCERNS THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS ARE MADE. THE UPDATED DRAFT 990 IS THEN PROVIDED TO ALL THE VOTING MEMBERS OF THE BOARD FOR REVIEW. PRIOR TO FILING THE 990, ANY CONCERNS/QUESTIONS FROM BOARD MEMBERS ARE ADDRESSED AND ANY ADDITIONAL CORRECTIONS OR CLARIFICATIONS ARE MADE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, THE BOARD MEMBERS, KEY EMPLOYEES AND OFFICERS RECEIVE COMPLIANCE TRAINING, WHICH INCLUDES DISCUSSION ON CONFLICT OF INTEREST. AFTER THE ANNUAL TRAINING, ALL BOARD MEMBERS, KEY EMPLOYEES AND OFFICERS SIGN A STATEMENT STATING THAT THE MATERIALS HAVE BEEN REVIEWED, THEY HAVE BEEN ALLOWED TO ASK QUESTIONS AND RECEIVED APPROPRIATE ANSWERS, AND THAT THEY UNDERSTAND THE MATERIAL. THE COMPLIANCE OFFICER, THE DEPARTMENT SUPERVISOR, WHO THEN REPORTS TO THE COMPLIANCE OFFICER, OR THROUGH ANONYMOUS SUBMITTAL VIA A COMPLIANCE ISSUES DROP BOX. THE COMPLIANCE OFFICER INVESTIGATES ALL COMPLIANCE ISSUES AND DETERMINES THE CORRECT COURSE OF ACTION. EITHER IT IS NOT A COMPLIANCE ISSUE OR, IF IT IS A COMPLIANCE ISSUE, THE COMPLIANCE OFFICER LOGS ALL REPORTED ISSUES, THE FINDINGS FROM HER INVESTIGATION, AND ANY ACTIONS TAKEN TO CORRECT THE ISSUE. IN ADDITION, HER REPORT IS SUBMITTED TO THE CEO AND THE BOARD OF DIRECTORS FOR REVIEW. IF THE COMPLIANCE ISSUE IS ASSOCIATED WITH ANY OF THE DIRECTORS, THE DIRECTOR IS REQUIRED TO LEAVE THE BOARD ROOM DURING THE DISCUSSION AND VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE CEO'S COMPENSATION INCLUDES A REVIEW OF COMPARABILITY DATA PREPARED BY AN INDEPENDENT ORGANIZATION (COMPENSATION SURVEY), DISCUSSIONS/REVIEW AT THE EXECUTIVE COMMITTEE AND THEN THE RECOMMENDATION OF THE EXECUTIVE COMMITTEE IS MADE AND VOTED ON BY THE BOARD. THERE ARE MINUTES FOR THE EXECUTIVE COMMITTEE AND THE BOARD TO SUBSTANTIATE THIS PROCESS. COMPENSATION FOR ALL OFFICERS, OTHER THAN THE CEO, IS BASED ON A SET PAY SCALE FOR THE POSITION. PAY SCALES WERE REVIEWED BY AN INDEPENDENT ORGANIZATION IN THE FORM OF A COMPENSATION SURVEY WHICH WERE REVIEWED BY THE BOARD IN 2019. THE CEO DETERMINES ANY INCREASE GIVEN, UP TO THE TOP OF THE SCALE FOR THE POSITION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CONTRIBUTIONS TO RESTRICTED ASSETS 753,979. TEMPORARILY RESTRICTED NET ASSETS RELEASED FROM RESTRICTION -1,479,241. NET ASSETS RELEASED FROM RESTRICTION USED FOR PURCHASE OF PROPERTY 861,436. DONATED SERVICES AND USE OF FACILITIES -490,848. |
| FORM 990, PART XII LINE 2C | THE ORGANIZATION DIDN'T CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. |
| Software ID: | |
| Software Version: |