Form 990 for tax year 2022
Filed by WEST HAVEN FOUNDATION FOR RETARDED.
Totals
- Total revenue
- $393,544
- Total expenses
- $593,593
- Contributions and grants received
- $0
- Grants paid
- $461,929
- Program service revenue
- $0
- Investment income
- $393,544
- Other revenue
- $0
- Total assets, end of year
- $10,638,297
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $10,638,297
- Program services expenses (Part IX)
- $461,929
- Management and general expenses
- $131,664
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $461,929
Program services were 77.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
3 · Investment income
total $300,025 · related or exempt $300,025
-
7a · Gross sales of assets other than inventory
securities $2,640,239
-
7b · Less cost or other basis and sales expenses
securities $2,546,720
-
7c · Gain or loss
securities $93,519
-
7d · Net gain or loss
total $93,519 · excluded $93,519
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $461,929 · program services $461,929
-
11c · Fees: accounting
total $8,300 · management and general $8,300
-
11f · Fees: investment management
total $118,391 · management and general $118,391
-
13 · Office expenses
total $4,973 · management and general $4,973
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $1,405 · end of year $1,395
-
7 · Other notes and loans receivable
beginning of year $357,777 · end of year $373,285
-
11 · Investments: publicly traded securities
beginning of year $11,226,217 · end of year $8,962,840
-
12 · Investments: other securities
beginning of year $1,610,011 · end of year $1,300,777
-
25 · Other liabilities
beginning of year $294
-
27 · Net assets without donor restrictions
beginning of year $1,398,204 · end of year $1,385,637
-
28 · Net assets with donor restrictions
beginning of year $11,796,912 · end of year $9,252,660
Mission and programs · 2022
Mission
TO SUPPORT ORGANIZATIONS DEDICATED TO HELPING INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES LIVE FULL AND REWARDING LIVES BY PROVIDING A VARIETY OF RESIDENTIAL SERVICES IN AN ATMOSPHERE OF CARING COMMUNITY.
-
FINANCIAL SUPPORT OF WELCOME HOUSE INC., WESCO HOUSING CORPORATION, AND BUNTS ROAD HOUSING CORPORATION ENABLES THESE ORGANIZATIONS TO PROVIDE HOUSING, EDUCATIONAL ACTIVITIES, PROGRAMS,VOCATIONAL TRAINING AND HABILITATION SERVICES TO INTELLECTUALLY AND DEVELOPMENTALLY DISABLED INDIVIDUALS.
Expenses $461,929 · Grants $461,929
As filed on the 2022 return.
Listed in Part VII
-
Anthony ThomasANTHONY THOMAS
EXECUTIVE DI
- Total calculated
- $186,260
- From this org
- $0
- From related orgs
- $177,127
- Other
- $9,133
Schedule J breakdown matched by us
- Base
- not reported + $177,127 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported + $9,133 related
- Filer's total
- not reported + $186,260 related
-
Carriann PaffordCARRIANN PAFFORD
CFO
- Total calculated
- $136,200
- From this org
- $0
- From related orgs
- $114,620
- Other
- $21,580
-
Aaron ApathyAARON APATHY
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Paul FidlerPAUL FIDLER
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Darin KershnerDARIN KERSHNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Frank KosecFRANK KOSEC
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Stacey KuehnerSTACEY KUEHNER
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 2
-
Nicolas AlexanderNICOLAS ALEXANDER
TREASURER
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$461,929
OPERATING GRANT
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501C3 · SERVICE PR · OH
Directly controlled by NA
-
501C3 · HOUSING C. · OH
Directly controlled by NA
-
501C3 · HOUSING C. · OH
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 12 May 2023
- IRS schema version
- 2022v5.0
- Source object
- 202331609349300513
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