Form 990 for tax year 2022
Filed by KLINE GALLAND CENTER FOUNDATION.
Totals
- Total revenue
- $1,125,249
- Total expenses
- $161,680
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $1,125,249
- Other revenue
- $0
- Total assets, end of year
- $36,355,180
- Total liabilities, end of year
- $69,663
- Net assets or fund balances, end of year
- $36,285,517
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $161,680
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% 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 $1,098,310 · unrelated business $30,816 · excluded $1,067,494
-
7a · Gross sales of assets other than inventory
securities $282,491
-
7b · Less cost or other basis and sales expenses
securities $255,552
-
7c · Gain or loss
securities $26,939
-
7d · Net gain or loss
total $26,939 · excluded $26,939
Functional expenses
Part IX, the statement of functional expenses.
-
11c · Fees: accounting
total $3,061 · management and general $3,061
-
11f · Fees: investment management
total $158,534 · management and general $158,534
-
24a · Other expenses: OTHER EXPENSES
total $85 · management and general $85
Balance sheet
Part X, book values.
-
11 · Investments: publicly traded securities
beginning of year $37,730,868 · end of year $33,511,045
-
12 · Investments: other securities
beginning of year $2,868,763 · end of year $2,536,707
-
15 · Other assets
beginning of year $368,166 · end of year $307,428
-
25 · Other liabilities
beginning of year $88,698 · end of year $69,663
-
27 · Net assets without donor restrictions
beginning of year $37,931,028 · end of year $33,621,296
-
28 · Net assets with donor restrictions
beginning of year $2,948,071 · end of year $2,664,221
Mission and programs · 2022
Mission
KLINE GALLAND CENTER FOUNDATION WAS FORMED TO FURTHER THE CHARITABLE PURPOSES OF THE KLINE GALLAND CENTER AND AFFILIATES.
Activities or mission (Part I)
TO FURTHER THE CHARITABLE PURPOSES OF THE KLINE GALLAND CENTER AND AFFILIATES.
-
TO FURTHER THE CHARITABLE PURPOSES OF THE KLINE GALLAND CENTER AND AFFILIATES.
As filed on the 2022 return.
Listed in Part VII
-
Jeff CohenJEFF COHEN
CHIEF EXECUTIVE OFFICER
- Total calculated
- $810,375
- From this org
- $0
- From related orgs
- $752,083
- Other
- $58,292
- Hours/week
- 0.4 + 39.6 related
Schedule J breakdown matched by us
- Base
- $0 + $703,056 related
- Bonus
- $0 + $40,557 related
- Other
- $0 + $8,470 related
- Deferred
- $0 + $35,750 related
- Nontaxable benefits
- $0 + $22,542 related
- Filer's total
- $0 + $810,375 related
-
Tracey GroscostTRACEY GROSCOST
CHIEF FINANCIAL OFFICER
- Total calculated
- $321,632
- From this org
- $0
- From related orgs
- $312,151
- Other
- $9,481
- Hours/week
- 0.4 + 39.9 related
Schedule J breakdown matched by us
- Base
- $0 + $309,410 related
- Bonus
- $0 + $2,741 related
- Other
- $0
- Deferred
- $0 + $9,150 related
- Nontaxable benefits
- $0 + $331 related
- Filer's total
- $0 + $321,632 related
-
Erin SheridanERIN SHERIDAN
CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL
- Total calculated
- $164,286
- From this org
- $0
- From related orgs
- $157,740
- Other
- $6,546
- Hours/week
- 0.35 + 34.65 related
Schedule J breakdown matched by us
- Base
- $0 + $151,508 related
- Bonus
- $0 + $6,232 related
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $6,546 related
- Filer's total
- $0 + $164,286 related
-
Irene FisherIRENE FISHER
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
Robert SimonROBERT SIMON
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
Jay RiffkinJAY RIFFKIN
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
Barbara SulmanBARBARA SULMAN
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
Jack AlmoJACK ALMO
PAST CHAIRMAN
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
Jeanie AlhadeffJEANIE ALHADEFF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.75 related
-
Becky BenaroyaBECKY BENAROYA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0 + 0.5 related
-
David BenolielDAVID BENOLIEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0 + 0.5 related
-
Marc BridgeMARC BRIDGE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.75 related
-
Marlene BurnsMARLENE BURNS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0 + 0.5 related
-
Michael CohenMICHAEL COHEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.75 related
-
Lilly DejaenLILLY DEJAEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0 + 0.5 related
-
Lynn DubeyLYNN DUBEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.75 related
-
David FainDAVID FAIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.75 related
-
Steven FriedmanSTEVEN FRIEDMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0 + 0.5 related
-
Lauren JassnyLAUREN JASSNY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0 + 0.5 related
-
Mark KaneMARK KANE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.75 related
-
Irvin KarlIRVIN KARL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0 + 0.5 related
-
Thomas LeavittTHOMAS LEAVITT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0 + 0.5 related
-
Alvin MartinALVIN MARTIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0 + 0.5 related
-
Rabbi James MirelRABBI JAMES MIREL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.75 related
-
Michael MorganMICHAEL MORGAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.75 related
-
Sally NarodickSALLY NARODICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0 + 0.5 related
-
Jeff PihaJEFF PIHA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.75 related
-
Brian QuintBRIAN QUINT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.75 related
-
Ari RobicsekARI ROBICSEK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.75 related
-
Douglas RosenDOUGLAS ROSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.75 related
-
Arthur RubinfeldARTHUR RUBINFELD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0 + 0.5 related
-
Gary SchwartzGARY SCHWARTZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.75 related
-
Steven SchwartzSTEVEN SCHWARTZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.75 related
-
David ShapiroDAVID SHAPIRO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.75 related
-
Iantha SidellIANTHA SIDELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.75 related
-
Allan SteinmanALLAN STEINMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.75 related
-
Doris StiefelDORIS STIEFEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0 + 0.5 related
-
Doug WiviottDOUG WIVIOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.75 related
-
Elana ZanaELANA ZANA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.75 related
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
The filer's explanations (Part III)
- FORM 990, PART VII, SECTION A, LINE 4:
- THE COMPENSATION AMOUNTS REPORTED IN PART VII WERE PAID BY KLINE GALLAND PAYROLL COMPANY LLC, WHICH SERVES AS THE MASTER PAYROLL COMPANY FOR THIS ENTITY AND THOSE RELATED ENTITIES LISTED IN SCHEDULE R PART II.
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
No itemized grants to organizations on this return.
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.
-
501(C)(3) · SUPPORT · WA
-
501(C)(3) · NURSING CARE · WA
Directly controlled by KGC
-
501(C)(3) · INDEPENDENT AND ASSISTED LIVING · WA
Directly controlled by KGC
-
POLACK ADULT DAY CENTER
501(C)(3) · ADULT DAY CARE · WA
Directly controlled by KGC
-
POLACK FAMILY SUPPORTING FOUNDATION
501(C)(3) · SUPPORT · WA
Directly controlled by KGC
-
CAROLINE KLINE GALLAND TESTAMENTARY TRUST
501(C)(3) · SUPPORT · WA
Directly controlled by KGC
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
KLINE GALLAND PAYROLL COMPANY LLC
C · COMMON PAYMASTER · WA
Directly controlled by KGC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 25 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323049349302002
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