Totals
- Total revenue
- $270,093
- Total expenses
- $471,796
- Contributions and grants received
- $0
- Grants paid
- $447,552
- Program service revenue
- $0
- Investment income
- $270,093
- Other revenue
- $0
- Total assets, end of year
- $4,577,405
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $4,577,405
- Program services expenses (Part IX)
- $447,552
- Management and general expenses
- $24,244
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $447,552
Program services were 94.9% 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.
-
3 · Investment income
total $160,800 · excluded $160,800
-
7a · Gross sales of assets other than inventory
securities $695,766
-
7b · Less cost or other basis and sales expenses
securities $586,473
-
7c · Gain or loss
securities $109,293
-
7d · Net gain or loss
total $109,293 · excluded $109,293
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $447,552 · program services $447,552
-
11f · Fees: investment management
total $24,244 · management and general $24,244
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $361,131 · end of year $4,248
-
7 · Other notes and loans receivable
beginning of year $330,000 · end of year $330,000
-
11 · Investments: publicly traded securities
beginning of year $3,866,816 · end of year $4,243,157
-
27 · Net assets without donor restrictions
beginning of year $4,557,947 · end of year $4,577,405
Mission and programs · 2024
Mission
TO SUPPORT RESEARCH, THERAPY, HOUSING AND ALL OTHER FORMS OF AID TO AND FOR THE BENEFIT OF THOSE NEEDING HELP TO MAINTAIN, GAIN OR REGAIN MENTAL HEALTH THROUGH BOLEY CENTERS, INC, ITS SUPPORTED ORGANIZATION.
Activities or mission (Part I)
SEE SCHEDULE O
-
COLLECT INCOME FROM INVESTMENTS AND DISTRIBUTE TO BOLEY CENTERS, INC. (EIN 59-1290089), A SUPPORTED ORGANIZATION INVOLVED IN MENTAL HEALTH CARE.
Expenses $447,552 · Grants $447,552
As filed on the 2024 return.
Listed in Part VII
-
Martin T LottMARTIN T LOTT
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5 + 9.5 related
-
Joseph L SmithJOSEPH L SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 9.5 related
-
Paul MisiewiczPAUL MISIEWICZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 9.5 related
-
Markus MittenmayrMARKUS MITTENMAYR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 9.5 related
-
Leonard ColeyLEONARD COLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 9.5 related
-
Gary MacmathGARY MACMATH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 9.5 related
-
Sandra IncorviaSANDRA INCORVIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 9.5 related
-
Kevin MarroneKEVIN MARRONE
CHIEF EXECUTIVE OFFICER
- Total calculated
- $198,244
- From this org
- $0
- From related orgs
- $192,382
- Other
- $5,862
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $192,382 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $5,772 related
- Nontaxable benefits
- $0 + $1,234 related
- Filer's total
- $0 + $199,388 related
-
Michelle JosephMICHELLE JOSEPH
CHIEF FINANCIAL OFFICER
- Total calculated
- $195,032
- From this org
- $0
- From related orgs
- $182,724
- Other
- $12,308
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $182,724 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $5,567 related
- Nontaxable benefits
- $0 + $7,578 related
- Filer's total
- $0 + $195,869 related
-
Jack HumburgJACK HUMBURG
CHIEF OPERATING OFFICER
- Total calculated
- $131,564
- From this org
- $0
- From related orgs
- $128,942
- Other
- $2,622
- Hours/week
- 1 + 39 related
-
Marcy McMathMARCY MCMATH
CHIEF CLINICAL OFFICER
- Total calculated
- $110,462
- From this org
- $0
- From related orgs
- $100,980
- Other
- $9,482
- Hours/week
- 1 + 39 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)
- PART I, LINE 3
- BESSIE BOLEY FOUNDATION, INC., DOES NOT HAVE ANY EMPLOYEES AND DOES NOT COMPENSATE ANY EMPLOYEES, OFFICERS, OR BOARD MEMBERS. EMPLOYEES AND OFFICERS ARE COMPENSATED THROUGH A RELATED TAX-EXEMPT ORGANIZATION, BOLEY CENTERS, INC. (FEIN: 59-1290089). THE BOARD HAS ALSO FORMED AN EXECUTIVE COMMITTEE TO REVIEW THE COMPENSATION AND BENEFITS PROVIDED TO ITS CEO/PRESIDENT. THE COMMITTEE MEETS AT LEAST ANNUALLY TO COMPLETE PERFORMANCE EVALUATION, REVIEW THE COMPENSATION PACKAGE AND APPROVE ANY SALARY. A REVIEW OF COMPARABLE SALARY DATA IS ALSO MADE AT LEAST EVERY FIVE YEARS.
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
-
$447,552
TO SUPPORT BOLEY CENTERS, INC CORE ACTIVITY (MENTAL HEALTH CARE).
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) · PROVIDE HIGH QUALITY TREATMENT, REHABILITATION AND HOUSING SERVICES · FL
-
PINELLAS AFFORDABLE LIVING INC
501(C)(3) · PROVIDE HOUSING TO INDIVIDUALS WITH CHRONIC MENTAL ILLNESS · FL
-
501(C)(3) · ENHANCE THE HEALTH AND WELFARE OF RESIDENTS IN THE COMMUNITY · FL
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 18 June 2026
- IRS schema version
- 2024v5.5
- Source object
- 202621969349302712
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