What the amendment changed
Compared with the return it replaced , filed 15 May 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $1,185,418 changed to $1,123,354
- Total expenses
- $1,162,328 changed to $1,140,600
- Contributions and grants received
- $724,701 changed to $734,251
- Grants paid
- $137,929 changed to $129,091
- Investment income
- $196,140 changed to $124,494
- Other revenue
- $264,577 changed to $264,609
- Total assets, end of year
- $9,416,348 changed to $9,423,326
- Total liabilities, end of year
- $1,428,439 changed to $1,404,107
- Net assets or fund balances, end of year
- $7,987,909 changed to $8,019,219
- Program services expenses
- $917,687 changed to $888,713
- Management and general expenses
- $158,295 changed to $166,734
- Fundraising expenses
- $86,346 changed to $85,153
- Program service expenses (Part III)
- $917,687 changed to $888,713
Listed only on the earlier return
- Ali BrushALI BRUSH
- Amit GraverAMIT GRAVER
- Anthony L MastroANTHONY L MASTRO
- Trudy WardTRUDY WARD
Listed only on the later return
- Amit GroverAMIT GROVER
- G Thomas WieseG THOMAS WIESE
- Lacey TauLACEY TAU
- Mary Kate JoyceMARY KATE JOYCE
Listed under a different title
- F Duffy HannaF DUFFY HANNA: BOARD CHAIR then PRESIDENT
- Maria BernierMARIA BERNIER: SECRETARY then DIRECTOR
- Matt ZackMATT ZACK: TREASURER then DIRECTOR
- Megan DuffyMEGAN DUFFY: DIRECTOR then VICE-PRESIDENT
- Shannon RohrSHANNON ROHR: DIRECTOR then SECRETARY
- Sr Jean UzupisSR JEAN UZUPIS: DIRECTOR then EX-OFFICIO
- Sr Rosanne OberleitnerSR ROSANNE OBERLEITNER: DIRECTOR then EX-OFFICIO
Totals
- Total revenue
- $1,123,354
- Total expenses
- $1,140,600
- Contributions and grants received
- $734,251
- Grants paid
- $129,091
- Program service revenue
- $0
- Investment income
- $124,494
- Other revenue
- $264,609
- Total assets, end of year
- $9,423,326
- Total liabilities, end of year
- $1,404,107
- Net assets or fund balances, end of year
- $8,019,219
- Program services expenses (Part IX)
- $888,713
- Management and general expenses
- $166,734
- Fundraising expenses
- $85,153
- Program service expenses (Part III)
- $888,713
Program services were 77.9% 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.
-
1f · All other contributions, gifts and grants
$734,251
-
3 · Investment income
total $124,494 · related or exempt $124,494
-
8a · Fundraising events: gross income
$316,014
-
8b · Fundraising events: direct expenses
$53,479
-
8c · Net income from fundraising events
total $262,535 · excluded $262,535
-
11a · Other revenue: MISCELLANEOUS
total $2,074 · related or exempt $2,074
-
11e · Other revenue, total
$2,074
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $129,091 · program services $129,091
-
5 · Compensation of officers, directors and key employees
total $77,614 · program services $25,590 · management and general $25,590 · fundraising $26,434
-
7 · Other salaries and wages
total $438,736 · program services $366,610 · management and general $47,381 · fundraising $24,745
-
8 · Pension plan contributions
total $3,299 · program services $2,474 · management and general $495 · fundraising $330
-
9 · Other employee benefits
total $76,031 · program services $57,270 · management and general $10,897 · fundraising $7,864
-
10 · Payroll taxes
total $39,014 · program services $29,261 · management and general $5,852 · fundraising $3,901
-
11c · Fees: accounting
total $8,000 · management and general $8,000
-
16 · Occupancy
total $61,260 · program services $61,260
-
17 · Travel
total $17,178 · program services $17,178
-
20 · Interest
total $64,489 · program services $41,712 · management and general $22,777
-
22 · Depreciation, depletion and amortization
total $88,007 · program services $88,007
-
24a · Other expenses: PROGRAM ADMINISTRATION
total $109,337 · program services $64,535 · management and general $27,201 · fundraising $17,601
-
24b · Other expenses: NATIONAL ASSESSMENT
total $28,524 · program services $5,705 · management and general $18,541 · fundraising $4,278
-
24c · Other expenses: PROGRAM SUPPLIES
total $20 · program services $20
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $459 · end of year $439
-
2 · Savings and temporary cash investments
beginning of year $141,324 · end of year $218,180
-
3 · Pledges and grants receivable
beginning of year $360,450 · end of year $370,000
-
9 · Prepaid expenses and deferred charges
beginning of year $3,423 · end of year $850
-
10a · Land, buildings and equipment: cost or other basis
$2,670,196
-
10b · Land, buildings and equipment: accumulated depreciation
$890,534
-
10c · Land, buildings and equipment, net
beginning of year $1,862,669 · end of year $1,779,662
-
11 · Investments: publicly traded securities
beginning of year $6,540,355 · end of year $7,054,195
-
17 · Accounts payable and accrued expenses
beginning of year $48,268 · end of year $65,316
-
23 · Secured mortgages and notes payable
beginning of year $1,388,333 · end of year $1,338,791
-
27 · Net assets without donor restrictions
beginning of year $5,629,347 · end of year $6,257,607
-
28 · Net assets with donor restrictions
beginning of year $1,842,732 · end of year $1,761,612
Mission and programs · 2022
Mission
TO HELP ACADEMICALLY-CAPABLE AND MOTIVATED CHILDREN-IN-NEED TO MEET THEIR FULL POTENTIAL AND BECOME MEN AND WOMEN BY PROVIDING VALUE-CENTERED, FAMILY-LIKE HOMES, OPPORTUNITIES AND EDUCATION THROUGH COLLEGE.
-
OUR RESIDENTIAL PROGRAM FUNCTIONS AS A LOVING AND NURTURING FAMILY ATMOSPHERE, A DYNAMIC ENVIRONMENT WITH A SENSE OF BELONGING, CENTRAL TO HEALTHY ADOLESCENT DEVELOPMENT. WE NOT ONLY PREPARE OUR SCHOLARS FOR ALL ASPECTS AND CHALLENGES OF THE COLLEGE EXPERIENCE, BUT CONTINUE TO PROVIDE ACADEMIC, SOCIAL, EMOTIONAL AND FINANCIAL SUPPORT THROUGH COLLEGE GRADUATION AND INTO THEIR FIRST CAREER.
Expenses $888,713
As filed on the 2022 return.
Listed in Part VII
-
G Thomas WieseG THOMAS WIESE
FORMER EXECUTIVE DIRECTOR
- Total calculated
- $77,614
- From this org
- $77,614
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $77,614
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $77,614
-
Jennifer R MillerJENNIFER R MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sr Rosanne OberleitnerSR ROSANNE OBERLEITNER
EX-OFFICIO
- Total calculated
- $0
- Hours/week
- 1
-
Lisa MehalickLISA MEHALICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
George LingeGEORGE LINGE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jan W Madison MDJAN W MADISON MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sr Jean UzupisSR JEAN UZUPIS
EX-OFFICIO
- Total calculated
- $0
- Hours/week
- 1
-
Rosemary WelshROSEMARY WELSH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tiana SmithTIANA SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mark M SherwinMARK M SHERWIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Louisa ShinLOUISA SHIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Maria BernierMARIA BERNIER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mary Kate JoyceMARY KATE JOYCE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bonnie BagayBONNIE BAGAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matt ZackMATT ZACK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Andrea CurtisANDREA CURTIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
James R KaneJAMES R KANE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matthew W JohnsonMATTHEW W JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Anissa GilbertANISSA GILBERT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Amit GroverAMIT GROVER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
F Duffy HannaF DUFFY HANNA
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Lacey TauLACEY TAU
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Megan DuffyMEGAN DUFFY
VICE-PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Shannon RohrSHANNON ROHR
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
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
- 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
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 · NATIONAL AFFILIATE PROVIDING SAME SERVICES · MO
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 25 July 2024
- IRS schema version
- 2022v5.0
- Source object
- 202402579349300425
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