Civic Intelligence

The Steere House Foundation

990 • Fiscal year 2014 • EIN 05-0518885

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 21, 2015

Organization ProfileN/A
100 Borden StreetProvidence, RI 02903

(401) 454-7970

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

48th percentile

0.10x

Higher debt load relative to assets than 48% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

82nd percentile

0.83x

Higher debt load relative to revenue than 82% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

71st percentile

13%

Higher net margin than 71% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

84th percentile

$148,380

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 36.8% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

50th percentile

2.0%

Faster asset growth than 50% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

47th percentile

2.6%

Faster revenue growth than 47% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$3,409,554

Up $68,317 (+2.0%) from 2013

Net Assets

Up

$3,074,685

Up $2,464 (+0.1%) from 2013

Liabilities

Up

$334,869

Up $65,853 (+24%) from 2013

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin71st percentile

Revenue

Up

$403,415

Up $10,271 (+2.6%) from 2013

Expenses

Down

$352,411

Down $21,356 (-5.7%) from 2013

Net Income

Up

$51,004

Up $31,627 (+163%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,857,885Liabilities 2010: $532,025Net Assets 2010: $3,325,8602010Assets 2011: $3,328,385Liabilities 2011: $421,278Net Assets 2011: $2,907,1072011Assets 2012: $3,229,074Liabilities 2012: $374,757Net Assets 2012: $2,854,3172012Assets 2013: $3,341,237Liabilities 2013: $269,016Net Assets 2013: $3,072,2212013Assets 2014: $3,409,554Liabilities 2014: $334,869Net Assets 2014: $3,074,6852014Assets 2015: $3,148,638Liabilities 2015: $231,180Net Assets 2015: $2,917,4582015Assets 2016: $3,092,562Liabilities 2016: $125,313Net Assets 2016: $2,967,2492016Assets 2017: $3,289,612Liabilities 2017: $154,574Net Assets 2017: $3,135,0382017Assets 2018: $2,799,242Liabilities 2018: $40,888Net Assets 2018: $2,758,3542018Assets 2019: $3,064,580Liabilities 2019: $38,249Net Assets 2019: $3,026,3312019Assets 2020: $3,298,754Liabilities 2020: $112,805Net Assets 2020: $3,185,9492020Assets 2021: $3,363,778Liabilities 2021: $162,486Net Assets 2021: $3,201,2922021Assets 2022: $2,495,813Liabilities 2022: $30,772Net Assets 2022: $2,465,0412022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2014

Assets$3,409,554
Liabilities$334,869
Net Assets$3,074,685
Open 2014 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $702,3702010Expenses 2011: $531,8682011Expenses 2012: $491,5852012Revenue 2013: $393,144Expenses 2013: $373,767Net Income 2013: $19,3772013Revenue 2014: $403,415Expenses 2014: $352,411Net Income 2014: $51,0042014Revenue 2015: $286,885Expenses 2015: $332,925Net Income 2015: -$46,0402015Revenue 2016: $336,875Expenses 2016: $230,850Net Income 2016: $106,0252016Revenue 2017: $319,015Expenses 2017: $352,701Net Income 2017: -$33,6862017Revenue 2018: $433,000Expenses 2018: $365,424Net Income 2018: $67,5762018Revenue 2019: $271,380Expenses 2019: $365,287Net Income 2019: -$93,9072019Revenue 2020: $87,218Expenses 2020: $282,261Net Income 2020: -$195,0432020Revenue 2021: $449,682Expenses 2021: $519,949Net Income 2021: -$70,2672021Revenue 2022: $260,482Expenses 2022: $276,213Net Income 2022: -$15,7312022Revenue 2023: $161,210Expenses 2023: $2,421,204Net Income 2023: -$2,259,9942023

Highlighted filing

2014

Revenue$403,415
Expenses$352,411
Net Income$51,004
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 21, 2015
Return Version
2014v5.0
Gross Receipts
$1,039,362
Mission and Program Overview

Mission

The mission of the steere house foundation is to serve the restorative and long-term care needs of adults through steere house by encouraging and facilitating philanthropic generosity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,310,900$3,383,975▲ $73,075
Cash and Non-Interest-Bearing Accounts$27,774$21,820▼ $5,954
Prepaid Expenses and Deferred Charges$2,563$3,759▲ $1,196
Total Assets$3,341,237$3,409,554▲ $68,317
Liabilities
Other Liabilities$244,746$308,258▲ $63,512
Accounts Payable and Accrued Expenses$24,270$26,611▲ $2,341
Total Liabilities$269,016$334,869▲ $65,853
Net Assets / Fund Balance
Unrestricted Net Assets$2,652,751$2,525,344▼ $127,407
Permanently Rstr Net Assets$295,332$336,325▲ $40,993
Temporarily Rstr Net Assets$124,138$213,016▲ $88,878
Total Net Assets Fund Balance$3,072,221$3,074,685▲ $2,464
Total Liabilities and Net Assets / Fund Balance$3,341,237$3,409,554▲ $68,317

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$3,310,900$127,201▲ $247,214$301,340$3,383,975
2013$3,208,325$29,838▲ $488,915$416,178$3,310,900
2012$3,310,852$22,109▲ $344,921$469,557$3,208,325
2011$3,836,980$57,728▼ $9,989$573,867$3,310,852
2010$3,950,753$11,526▲ $399,224$524,523$3,836,980
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleOtherTotal
Julie H RichardAdministrator$148,380$148,380
Dianne BourgetDirector of Finance$115,452$115,452

Board Members and Trustees

NameTitle
Andrew C SpaconeBoard President
Timothy J ReinerBoard Vice President
Carol C McmahonBoard Member
Diane Steere NoblesBoard Secretary
Norma J OwensBoard Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$94,006
Program Service Revenue
$0
Investment Income
$313,956
Other Revenue
$-4,547
All Other Contributions
$66,112
Change in Net Assets
$51,004

Audited Revenue Reconciliation

Revenue per Audited Statements
$385,213
Revenue Not Reported on Financial Statements
$18,202
Revenue Not Reported on Form 990
$-35,674
Total Revenue per Audited Statements
$349,539
Total Revenue per Form 990
$403,415
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$181,592
Total Fundraising Expense$91,781
Other Expenses$77,904
Professional Fundraising Fees$56,533
Salaries, Compensation, and Employee Benefits$36,382

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$181,592--$181,592
Fees for Services Professional Fundraising--$56,533$56,533
Other Salaries and Wages--$27,941$27,941
Fees for Services Other$27,645--$27,645
Fees for Service Investment Mgmnt Fees-$18,202-$18,202
Fees for Services Accounting-$13,900-$13,900
Office Expenses-$12,980-$12,980
Other Employee Benefits-$6,052$33$6,085
Payroll Taxes--$2,137$2,137
Insurance--$2,037$2,037
Depreciation Depletion-$239-$239
Pension Plan Contributions--$219$219
Other Expenses-$20$359$20
Total Functional Expenses$209,237$51,393$91,781$352,411

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$352,411
Total Expenses per Audited Statements$347,075
Expenses per Audited Statements$334,209
Expenses Not Reported on Financial Statements$18,202
Expenses Not Reported on Form 990$12,866
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Steere HouseProvidence, RI501(c)(3)Support of Operations$181,592
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$56,533
Fundraising Direct Expenses$12,866
Fundraising Gross Income$8,319

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
AUTUMN'S PROMISE$36,213$8,319$4,551$3,768
Total Events$36,213$8,319$12,866$-4,547
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Steere House$183,258
Due to Pace$125,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Timothy reiner, board vice president, and dianne bourget, director of finance, are brother and sister.”

Form 990, Part VI, Section B, Line 11

“The finance team met to review the draft 990 prior to filing and recommended approval to the members of the board. Each board member was provided with an electronic copy of the form 990 to review prior to the filing of the form 990 with the irs.”

Form 990, Part VI, Section B, Line 12C

“Management and the board members update and sign the annual conflict of interest disclosure statement, which is retained. Any conflicts of interest arising in the interim period are required to be disclosed when known.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are available to the public at the organization's location - 100 borden street, providence, ri 02903.”

Filing and Contact Details

Filer

Filer Name
Steere House Foundation
EIN
05-0518885
Phone
4014547970
Address
100 BORDEN STREET, PROVIDENCE, RI 02903

Signing Officer

Name
Julie H Richard
Title
CPA
Phone
4014547970
Signed
2015-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie H Richard
Formed
2001
Legal Domicile
Ri
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Lgc&d Llp
Address
TEN WEYBOSSET STREET - SUITE 700, PROVIDENCE, RI 02903
Preparer
Martha Hultzman
Phone
4014214800
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2(C):

“The audit oversight process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The organization has adopted investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the historic dollar value and purchasing power of its endowment assets over the investment horizon.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Special event expenses, net with revenue for form 990 12,866.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Special event expenses, net with revenue for form 990 12,866.”

Raw XML AppendixShowing 400 of 516 raw XML fields

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IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02563
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03759
IRS990/PrincipalOfficerNm0JULIE H RICHARD
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt082562
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0191232
IRS990/PYInvestmentIncomeAmt0308096
IRS990/PYOtherExpensesAmt075045
IRS990/PYOtherRevenueAmt02486
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt019377
IRS990/PYSalariesCompEmpBnftPaidAmt043650
IRS990/PYTotalExpensesAmt0373767
IRS990/PYTotalProfFndrsngExpnsAmt063840
IRS990/PYTotalRevenueAmt0393144
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt051004
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0050258880
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0181592
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0STEERE HOUSE NURSING AND REHABILITATION CENTER
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0181592
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.82000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03310900
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0127201
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03383975
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0247214
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0301340
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03208325
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt029838
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03310900
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0488915
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0416178
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03310852
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt022109
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03208325
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0344921
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0469557
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03836980
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt057728
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03310852
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-9989
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0573867
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03950753
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt011526
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03836980
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0399224
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0524523
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt012866
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt018202
IRS990ScheduleD/ExpensesSubtotalAmt0334209
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt018202
IRS990ScheduleD/InvestmentExpensesNotIncldAmt018202
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-48540
IRS990ScheduleD/OtherExpensesIncludedAmt012866
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0183258
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1125000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO STEERE HOUSE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO PACE
IRS990ScheduleD/OtherRevenueAmt012866
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.11000
IRS990ScheduleD/RevenueNotReportedAmt0-35674
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt018202
IRS990ScheduleD/RevenueSubtotalAmt0385213
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE HISTORIC DOLLAR VALUE AND PURCHASING POWER OF ITS ENDOWMENT ASSETS OVER THE INVESTMENT HORIZON.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SPECIAL EVENT EXPENSES, NET WITH REVENUE FOR FORM 990 12,866.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2SPECIAL EVENT EXPENSES, NET WITH REVENUE FOR FORM 990 12,866.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.07000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0352411
IRS990ScheduleD/TotalLiabilityAmt0308258
IRS990ScheduleD/TotalRevenuePerForm990Amt0403415
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0349539
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0347075
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0CONSULTANT
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0JFALLON & CO INC
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt055580
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt045 GRANT AVENUE
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0WRENTHAM
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd002093
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt027894
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt027894
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012866
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUTUMN'S PROMISE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06815
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt06815
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036213
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036213
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08319
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt08319
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-4547
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04551
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04551
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01000
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0RI
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/TotalRetainedByContractorsAmt055580
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0181592
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT OF OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0STEERE HOUSE
IRS990ScheduleI/RecipientTable/RecipientEIN0050258880
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0100 BORDEN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PROVIDENCE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0RI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002903
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0BOOK
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TIMOTHY REINER, BOARD VICE PRESIDENT, AND DIANNE BOURGET, DIRECTOR OF FINANCE, ARE BROTHER AND SISTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FINANCE TEAM MET TO REVIEW THE DRAFT 990 PRIOR TO FILING AND RECOMMENDED APPROVAL TO THE MEMBERS OF THE BOARD. EACH BOARD MEMBER WAS PROVIDED WITH AN ELECTRONIC COPY OF THE FORM 990 TO REVIEW PRIOR TO THE FILING OF THE FORM 990 WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MANAGEMENT AND THE BOARD MEMBERS UPDATE AND SIGN THE ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT, WHICH IS RETAINED. ANY CONFLICTS OF INTEREST ARISING IN THE INTERIM PERIOD ARE REQUIRED TO BE DISCLOSED WHEN KNOWN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE ORGANIZATION'S LOCATION - 100 BORDEN STREET, PROVIDENCE, RI 02903.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE AUDIT OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,409,554
Liabilities
$334,869
Net assets
$3,074,685
Revenue
$403,415
Expenses
$352,411
Net income
$51,004
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.16$2.42$2.26
2022Detailed filing. Detailed filing data is available for this year.$2.50$0.03$2.47$0.26$0.28$0.02
2021Detailed filing. Detailed filing data is available for this year.$3.36$0.16$3.20$0.45$0.52$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.30$0.11$3.19$0.09$0.28$0.20
2019Detailed filing. Detailed filing data is available for this year.$3.06$0.04$3.03$0.27$0.37$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.80$0.04$2.76$0.43$0.37$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.29$0.15$3.14$0.32$0.35$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.09$0.13$2.97$0.34$0.23$0.11
2015Detailed filing. Detailed filing data is available for this year.$3.15$0.23$2.92$0.29$0.33$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.41$0.33$3.07$0.40$0.35$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.34$0.27$3.07$0.39$0.37$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.23$0.37$2.85$0.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.33$0.42$2.91$0.53
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.86$0.53$3.33$0.70