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) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (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) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (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) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 522,185 | 633,015 | 616,101 | 741,987 | 842,200 | 3,355,488 |
| 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 | 84,424 | 13,891 | 18,864 | 35,274 | 20,785 | 173,238 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | 53,279 | 35,883 | 43,475 | 99,518 | 232,155 | |
| 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 | 606,609 | 700,185 | 670,848 | 820,736 | 962,503 | 3,760,881 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| 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. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | 3,760,881 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 606,609 | 700,185 | 670,848 | 820,736 | 962,503 | 3,760,881 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 79,488 | 75,663 | 75,069 | 89,724 | 22,918 | 342,862 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 79,488 | 75,663 | 75,069 | 89,724 | 22,918 | 342,862 |
| 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.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 686,097 | 775,848 | 745,917 | 910,460 | 985,421 | 4,103,743 |
| 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 0.015 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 0.035 | 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 | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2020 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2020 |
(iii) Distributable Amount for 2020 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2020 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 2020: | ||||
| a From 2015....... | ||||
| b From 2016....... | ||||
| c From 2017....... | ||||
| d From 2018....... | ||||
| e From 2019....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2020 distributable amount | ||||
|
i
Carryover from 2015 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2020 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2020 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2020, 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 2020. 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 2021. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2016..... | ||||
| b Excess from 2017..... | ||||
| c Excess from 2018..... | ||||
| d Excess from 2019..... | ||||
| e Excess from 2020..... | ||||
| 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 |
|---|---|
| Officer directors etc family relationship Part VI line 2 | The following baord members are related as follows:Gordon Priemer and Gordon Priemer are father and son.Joe Denk and Anthony Hiti have had business dealings.Joe Denk and Arne Goldman have had business dealings.Joe Denk and Jonathan Sandvick have had business dealings.Joe Denk and Elizabeth Murphy have had business dealings.Joe Denk and August Fluker have had business dealings.Jonathan Sandvick and Dan Bergrin have had business dealings.Jonathan Sandvick and Steve Coon have had business dealings.Nirav Vakarian and the wife of David Stringer both work at the Cleveland Clinic.Robert Weeks and Jamieson Ricca, the employer of Gordon M. Priemer James Sosan has had business dealings dealings with CRS Heritage Properties Fund II |
| Members or stockholder classes and rights Part VI line 6 | Members elect the Board of Trustees |
| Member election for additional members Part VI line 7a | Any individual interested in helping the organization achieve its mission is welcome to join the Cleveland Restoration Society |
| Governing body decisions Part VI line 7b | Amendments to Articles of Incorporation and the Code of Regulations The 10 person Executive Committee is empowered to take action on behalf of CRS between board meetings. |
| Form 990 governing body review Part VI line 11 | A copy of the Federal form 990 was reviewed by the finance committee before filing. |
| Officer director etc mailing address Part VI line 9 | Ms. Hannah Belsito - 1477 Cohassett Ave. Lakewood, Oh 44107Joseph F. Denk, Jr., PE, LEED AP, Vice Chair - 503 E 200th St, #201 Cleveland, OH 44119August L. Fluker, AIA, LEED AP, Vice Chair - 1361 E. 55th Street, Cleveland, OH 44103Greg Frost, Vice Chair-6815 Euclid Avenue, St. 301, Cleveland, OH 44103Michael T. Cummins - 7777 Sonny Drive, Walton Hills, OH 44146Dione Alexander- 11327 Shaker Blvd., Suite 500 W, Cleveland, OH 44104Daniel Bergrin - 2101 Superior Avenue East, Suite 300, Cleveland, OH 44114W. Daniel Bickerstaff II, AIA - 3443 Lee Road, Shaker Heights, OH 44120Thomas Boccia, CPA - 1100 Superior Ave E., Cleveland, OH 44114Mr. Michael E. Chesler-9639 Kinsman Road, Materials Park, OH 44073Deborah Coakley- 2374 Tudor Drive, Cleveland Heights, OH 44106 Steven C. Coon - 7349 Ravenna Ave NE, Louisville, OH 44641Thomas Einhouse- 1501 Euclid Avenue, Suite 200, Cleveland, OH 44115Arne Goldman, AIA, NCARB, LEED AP - 36933 Vine St, Willoughby, OH 44094Joe Gondek - 31 Jefferson Drive, Hudson, OH 44236James R. Haas - 2656 Berkshire Road, Cleveland Heights, OH 44016Ms. Dale K. Hilton - 27131 Edgecliff Dr., Euclid, Oh 44132Sean Plunkett, AIA, LEED AP - 32506 Gurss Road, Avon Lake, OH 44012Mr. Gordon Priemer - 1845 East 40th St., Cleveland, Oh 44103-3503Jodi Rich - 26601 N. Woodland Road, Beachwood, OH 44122Glen Shumate - 950 Keynote Circle, Suite 10, Cleveland, OH 44131James Sosan, Sr. - P.O.Box 203, Twinsburg, OH 44087 Gay Cull Addicott - 2023 Lyndway Drive, Lyndhurst, OH 44121Dr. Virginia O. Benson - P. O. Box 470, Hudson, OH 44236Jan Devereaux - 2886 Litchfield Road, Shaker Heights, OH 44120Patricia S. Eldredge - 17 Laurel Lake Rd., Hudson, OH 44236Lillian Emmons - 13515 Shaker Blvd, St. 5A, Shaker Heights, OH 44120Thomas A. Jorgensen - 3751 Prospect Avenue, Cleveland, OH 44115Marjorie Kitchell - 2542 Stratford Road, Cleveland Heights, OH 44118Bracy E. Lewis - 13855 Superior Road, #1903, Cleveland, OH 44118Mark E. Pettigrew - 5416 Valley Pkwy., Brecksville, OH 44141J. Gordon Priemer - 2800 Euclid Avenue Suite 515, Cleveland, OH 44115Anthony Hiti 1939- W 25th Street Suite 300, Cleveland, OH 44113Douglas Hoffman - 2355 Riverside Dr, Lakewood, OH 44107 Scott Holbrook 127 Public Square, Suite 2000, Cleveland, OH 44114William J Hubbard 127 Public Square, Cleveland, OH 44114Denise Huck 1200 W 6th Street Cleveland, OH 44113Joseph Marinucci to 2058 Savannah Parkway, Westlake, Oh 44145 Rosemary Reymann to 33 Corson Ave., Akron, OH 44302Stephanie Ryberg-Webster to 3286 Ardmore Rd., Shaker Heights, OH 44120.David Stringer to 2686 Wadsworth Road, Shaker Heights, OH 44122Robert Weeks to 168 Manchester Dr., Aurora, OH 44202Nirav Vakharia to 2952 Falmouth Road, Shaker Heights, OH 44122James D McCue 7349 Ravenna Avenue, Louisville, OH 44641 Crystal Montgomery 3000 Aerospace Parkway, Brook Park, OH 44142Wayne Mortensen 11327 Shaker Blvd, Cleveland, OH 44104Elizabeth C Murphy 13212 Shaker Blvd, Cleveland, OH 44120Dana Noel 2190 Professor Avenue, Cleveland, OH 44113James P Quincy 3970 Lee Road, Cleveland, OH 44128William Saltzman 1350 Euclid Avenue Suite 300, Cleveland OH 44113Jonathan Sandvick 1265 W 6th Street, Cleveland, OH 44113 |
| Conflict of interest policy compliance Part VI line 12c | At the first board meeting of the year each board member is asked to read the conflict of interest policy and submit any potentional conflicts |
| CEO executive director top management comp Part VI line 15a | The Compensation Committee of the Board of Trustees reviews the compensation of the President and uses information as to compensation at comparable organizations as it deems appropriate |
| Other officer or key employee compensation Part VI line 15b | The Compensation Committee of the Board of Trustees reviews the compensation of all key employees and uses information as to compensation at comparable organizations as it deems appropriate |
| Form 990 availability to public Part VI line 18 | A copy of the Federal Form 990 is provided to anyone who submits a written request. |
| Governing documents etc available to public Part VI line 19 | Consistent with the requirements of Section 6104 (D) of the IRC and the regulations thereunder, copies of the organizations governing documents shall be made available upon request, in a timely manner and subject to the charges permitted by law to any individual who request them. |
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