Atlanta Union Mission Corporation in Atlanta, Georgia (GA)

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Atlanta Union Mission Corporation
Employer Identification Number (EIN)580572430
Name of OrganizationAtlanta Union Mission Corporation
In Care of NameGregory Copeland
AddressPO BOX 1807, Atlanta, GA 30301-1807
SubsectionCharitable Organization
Ruling Date09/1947
DeductibilityContributions are deductible
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2013
Assets$10,000,000 to $49,999,999
Income$10,000,000 to $49,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$41,944,985
Amount of Income$19,173,678
Form 990 Revenue Amount$17,152,511
National Taxonomy of Exempt Entities (NTEE)Human Services - Multipurpose and Other: Thrift Shops


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Amount of income in 2013: $19,173,678
This organization: 

 $19,173,678
Other organizations performing similar types of work: 

 $333,644

Assets in 2013: $41,944,985
Atlanta Union Mission Corporation: 

 $41,944,985
Other organizations performing similar types of work: 

 $166,732

Expenses in 2013: $16,311,398
Atlanta Union Mission Corporation: 

 $16,311,398
Other organizations performing similar types of work: 

 $330,160

Income to expenses ratio in 2013: 1.2
Atlanta Union Mission Corporation: 

 1.2
Other organizations performing similar types of work: 

 1.0

Expenses allocated to program services in 2007: 82.3%
This organization: 

 82.3%
Other organizations performing similar types of work: 

 98.3%

Number of employees in 2013: 196
Atlanta Union Mission Corporation: 

 196
Other organizations performing similar types of work: 

 15

Employees paid over $100,000 in 2013: 9.2%
Atlanta Union Mission Corporation: 

 9.2%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 73.0%
Atlanta Union Mission Corporation: 

 73.0%
Other organizations performing similar types of work: 

 11.8%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?NoNo
Is the organization required to complete Schedule B, Schedule of Contributors?YesYes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?NoNo
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?NoNo
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?NoNo
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoNo
Did the organization report an amount for other liabilities?YesYes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?YesYes
Did the organization obtain separate, independent audited financial statements for the tax year?YesYes
Was the organization included in consolidated, independent audited financial statements for the tax year?NoNo
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?YesYes
Did the organization report more than $15,000 total of fundraising event gross income and contributions?NoNo
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?YesYes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?NoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?NoNo
Did the organization receive more than $25,000 in non-cash contributions?YesYes
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?YesYes
Was the organization related to any tax-exempt or taxable entity?NoNo
Did the organization have a controlled entity within the meaning of section 512(b)(13)?NoNo
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 109688
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?YesYes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return195196
Did the organization file all required federal employment tax returns?YesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?NoNoNo
Has it filed a Form 990-T for this year?NoNo
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?NoNo
Did the organization notify the donor of the value of the goods or services provided?NoNo
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoYes
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$391,425$428,420
Total reportable compensation from related organizations$0$0
Total estimated amount of other compensation from the organization and related organizations$84,361$22,557
Total number of individuals who received more than $100,000 of reportable compensation from the organization23
Total number of independent contractors who received more than $100,000 of compensation from the organization1215
Statement of Revenue
201120122013
Total revenue$15,736,121$19,428,330$17,152,511
Contributions, Gifts, Grants and Other Similar Amounts$10,996,673$14,675,556$12,527,019
Program Service Revenue$3,664,196$3,829,072$3,578,501
900099$3,080,752$2,792,326
900099$571,333$597,814
111000$47,676$54,135
Lessors of Other Real Estate Property $49,114$73,608
900099$18,615$8,274
All other program service revenue$61,582$52,344
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$451,242$458,040$366,240
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$0$0$0
Net rental income$0$0$0
Net gain/loss from sales of assets other than inventory$268,206$344,285$553,714
Gross amount from sales of assets other than inventory (Securities / Other)$5,098,175 / $0$8,497,614 / $0$2,433,669 / $141,212
Less: cost or other basis and sales expenses (Securities / Other)$4,829,969 / $0$8,153,329 / $0$2,021,167 / $0
Gain or (loss) (Securities / Other)$268,206 / $0$344,285 / $0$412,502 / $141,212
Net income/loss from fundraising events$0$0$0
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$0$0$0
Miscellaneous Revenue$355,804$121,377$127,037
900099$121,377$127,037
All other revenue$0$0
Statement of Functional Expenses
201120122013
Total functional expenses$16,811,275$16,977,564$16,311,398
Grants and other assistance to domestic organizations and domestic governments$0$0
Grants and other assistance to domestic individuals$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$389,934$371,797$425,574
Compensation not included above, to disqualified persons$0$0
Other salaries and wages$4,411,101$4,212,773$4,132,106
Pension plan accruals and contributions$186,783$174,588
Other employee benefits$563,985$628,221
Payroll taxes$398,203$389,286$402,220
Fees for services (non-employees)
Management$0$0
Legal$2,900$550
Accounting$64,130$77,712
Lobbying$0$0
Professional fundraising services$857,562$1,236,121$1,237,909
Investment management fees$0$0
Other$12,968$11,692
Advertising and promotion$0$0
Office expenses$373,135$411,696
Information technology$0$0
Royalties$0$0
Occupancy$2,798,400$2,591,441
Travel$335,690$364,515
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$0$0
Interest$14,296$15,273
Payments to affiliates$0$0
Depreciation, depletion, and amortization$1,004,225$1,085,954
Insurance$131,201$143,435
Other expenses$550,586$559,976
Other expenses$2,396,627$2,272,912
Other expenses$783,557$880,338
Other expenses$1,116,932$599,429
Other expenses$432,172$295,857
Balance Sheet
201120122013
Total assets$39,272,071$41,532,600$41,944,985
Cash - non-interest-bearing$13,146$13,146
Savings and temporary cash investments$1,059,490$428,158
Pledges and grants receivable, net$906,500$101,200
Accounts receivable, net$0$0
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$0$0
Inventories for sale or use$854,693$636,202
Prepaid expenses and deferred charges$87,982$263,514
Land, buildings, and equipment: cost or other basis$21,940,449$22,554,950
Investments - publicly traded securities$16,225,761$17,591,135
Investments - other securities$369,761$281,862
Investments - program-related$0$0
Intangible assets$0$0
Other assets$74,818$74,818
Total liabilities$1,243,559$2,084,456$885,775
Accounts payable and accrued expenses$953,499$694,930
Grants payable$0$0
Deferred revenue$0$0
Tax-exempt bond liabilities$0$0$0
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$221,407$196,278$169,612
Unsecured notes and loans payable to unrelated third parties$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$934,679$21,233
Total net assets or fund balances$38,028,512$39,448,144$41,059,210
Unrestricted net assets$29,228,805$30,766,868
Temporarily restricted net assets$9,169,339$9,242,342
Permanently restricted net assets$1,050,000$1,050,000
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi)
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2009 - 2013)
2009 - 2013 Total
Public Support$60,379,961
Subtotal Support$60,379,961
Gifts, grants, contributions, and membership fees received$60,379,961
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) that exceeds 2% of the total support$0
Total Support$63,568,879
Public Support$60,379,961
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$2,112,611
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income. Do not include gain or loss from the sale of capital assets$1,076,307
Gross receipts from related activities, etc.$13,451,634
Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032004200520062007
Total revenue$14,253,866$16,304,641$10,259,746$15,611,524$11,521,997$13,022,727$19,407,311$19,184,843
Contributions, gifts, grants, and similar amounts received$12,568,490$16,152,582$10,726,920$12,891,040$9,284,292$10,936,690$16,798,287$15,284,458
Contributions to donor advised funds$0$0
Direct public support$12,343,490$15,927,582$10,501,920$12,676,040$8,711,173$10,653,687$13,576,261$12,031,137
Indirect public support$0$0$0$0$0$0$0$0
Government contributions (grants)$225,000$225,000$225,000$215,000$573,119$283,003$3,222,026$3,253,321
Program service revenue including government fees and contracts$854,616$905,472$813,318$829,563$867,226$915,574$841,381$897,137
Membership dues and assessments$0$0$0$0$0$0$0$0
Interest on savings and temporary cash investments$168,779$149,528$145,391$150,578$169,556$289,141$354,815$231,665
Dividends and interest from securities$240,536$167,847$141,896$134,798$234,986$259,108$377,758$431,673
Net rental income or (loss)$0$0$19,000$14,438$13,331$24,273$37,929$39,165
Gross rents$0$0$19,000$14,438$13,331$24,273$37,929$39,165
Less: rental expenses$0$0$0$0$0$0$0$0
Other investment income$0$0$0$0$0$0$0$0
Gain or (loss) from sales of assets other than inventory$334,733$-1,106,826$-1,621,929$1,574,638$697,015$465,414$954,709$2,176,205
Gross amount from sales of assets other than inventory$9,347,844$8,942,228$7,250,648$12,262,945$15,166,091$465,414$2,470,505$9,000,780
Less: cost or other basis and sales expenses$9,013,111$10,049,054$8,872,577$10,688,307$14,469,076$0$1,515,796$6,824,575
Net income or (loss) from special events and activities$0$0$0$0$0$0$0$0
Gross revenue$0$0$0$0$0$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0$0$0$0$0$0
Gross profit or (loss) from sales of inventory$0$0$0$0$0$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0$0$0$0$0$0
Less: cost of goods sold$0$0$0$0$0$0$0$0
Other revenue$86,712$36,038$35,150$16,469$255,591$132,527$42,432$124,540
Total expenses$8,894,571$9,512,658$10,082,939$10,514,366$11,576,870$13,335,325$17,952,734$18,369,770
Program services$6,596,657$7,376,022$7,980,165$8,287,313$9,248,677$10,107,518$14,805,143$15,113,513
Management and general$618,541$678,031$669,815$648,749$740,549$1,051,146$1,854,549$1,721,639
Fundraising$1,679,373$1,458,605$1,432,959$1,578,304$1,587,644$2,176,661$1,293,042$1,534,618
Payments to affiliates$0$0$0$0$0$0$0$0
Net assets or fund balances at end of year$29,304,511$35,634,335$37,107,484$42,012,683$41,168,578$41,592,914$45,011,544$41,501,384
Excess or (deficit) for the year$5,359,295$6,791,983$176,807$5,097,158$-54,873$-312,598$1,454,577$815,073
Net assets or fund balances at beginning of year$24,687,640$29,304,511$35,634,335$37,107,484$42,012,683$41,168,578$41,830,181$45,011,544
Other changes in net assets or fund balances$-742,424$-462,159$1,296,342$-191,959$-789,232$736,934$1,726,786$-4,325,233
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$18,369,770$15,113,513$1,721,639$1,534,618
Grants paid from donor advised funds$0
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$469,537$396,166$52,032$21,339
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$5,601,973$4,726,590$620,785$254,598
Pension plan contributions not included above$0$0$0$0
Employee benefits not included above$875,924$768,711$75,806$31,407
Payroll taxes$337,524$284,781$37,403$15,340
Professional fundraising fees$0$0$0$0
Accounting fees$0$0$0$0
Legal fees$0$0$0$0
Supplies$404,158$258,247$139,838$6,073
Telephone$0$0$0$0
Postage and shipping$0$0$0$0
Occupancy$2,909,268$2,743,091$157,537$8,640
Equipment rental and maintenance$0$0$0$0
Printing and publications$0$0$0$0
Travel$0$0$0$0
Conferences, conventions, and meetings$0$0$0$0
Interest$0$0$0$0
Depreciation, depletion, etc.$863,762$771,780$91,676$306
Other expenses not covered above$6,907,624$5,164,147$546,562$1,196,915
Balance Sheets
20002001200220032004200520062007
Total assets$29,498,454$36,281,032$38,233,230$42,650,581$41,858,012$42,780,122$46,629,274$43,082,016
Cash - non-interest-bearing$7,299$7,299$7,874$7,774$8,053$8,795$8,224$8,324
Savings and temporary cash investments$3,683,889$6,209,443$7,319,915$8,192,204$8,262,897$8,135,188$7,662,524$5,899,317
Accounts receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Pledges receivable less allowance for doubtful accounts$1,187,178$6,303,537$1,799,910$2,533,161$594,984$60,601$0$0
Grants receivable$172,408$100,000$0$0$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$36,774$0$0$0$0$0$0$0
Inventories for sale or use$176,161$200,968$216,306$183,869$199,340$199,740$411,617$325,669
Prepaid expenses and deferred charges$21,706$39,279$38,730$97,090$159,139$96,481$108,777$34,907
Investments - publicly-traded securities$21,419,565$17,600,341
Investments - other securities$14,771,741$14,375,347$14,312,193$15,938,843$15,506,733$17,606,172$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0$0$0$0$0
Investments - other$0$0$0$0$0$0$0$0
Land, buildings, and equipment less accumulated depreciation$8,913,221$8,879,891$14,305,251$15,642,378$17,036,485$16,599,597$17,006,418$19,201,314
Other assets, including program-related investments$528,077$165,268$233,051$55,262$90,381$73,548$12,149$12,144
Total liabilities$193,943$646,697$1,125,746$637,898$689,434$1,187,208$1,617,730$1,580,632
Accounts payable and accrued expenses$193,943$646,697$740,963$272,823$235,059$576,020$893,582$1,207,928
Grants payable$0$0$0$0$109,152$282,465$414,525$83,400
Deferred revenue$0$0$0$0$0$0$0$0
Loans from officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0$0$0$0$0
Mortgages and other notes payable$0$0$384,783$365,075$345,223$328,723$309,623$289,304
Other liabilities$0$0$0$0$0$0$0$0
Total liabilities and net assets/fund balances$29,498,454$36,281,032$38,233,230$42,650,581$41,858,012$42,780,122$46,629,274$43,082,016
Total net assets or fund balances$29,304,511$35,634,335$37,107,484$42,012,683$41,168,578$41,592,914$45,011,544$41,501,384
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032004200520062007
Total revenue$14,253,866$16,304,641$10,259,746$15,611,524$11,521,997$0$19,407,311$19,184,843
Total revenue, gains, and other support per audited financial statements$14,253,866$16,353,088$11,952,323$14,204,560$10,897,696$0$21,134,097$14,859,610
Other expenses$0$48,447$76,886$175,464$72,714$0$1,726,786$-4,325,233
Net unrealized gains on investments$0$0$0$0$0$0$1,726,786$-4,325,233
Donated services and use of facilities$0$48,447$76,886$86,730$72,714$0$0$0
Recoveries of prior year grants$0$0$0$0$0$0$0$0
Other$0$0$0$88,734$0$0$0$0
Other revenue$0$0$-1,615,691$1,582,428$697,015$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$-1,615,691$1,582,428$697,015$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032004200520062007
Total expenses$8,894,571$9,512,658$10,082,939$10,514,366$11,576,870$0$17,952,734$18,369,770
Total expenses and losses per audited financial statements$9,636,995$10,023,264$10,479,174$9,299,361$11,741,801$0$17,952,734$18,369,770
Other revenue$742,424$510,606$1,698,815$367,423$861,946$0$0$0
Donated services and use of facilities$0$48,447$76,886$86,730$72,714$0$0$0
Prior year adjustments$0$0$0$0$0$0$0$0
Losses$742,424$462,159$0$191,959$789,232$0$0$0
Other$0$0$1,621,929$88,734$0$0$0$0
Other expenses$0$0$1,302,580$1,582,428$697,015$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$1,302,580$1,582,428$697,015$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
40$176,800$30,874$0
40$92,000$12,232$0
40$105,000$13,173$0
40$95,737$12,507$0
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings27
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?Yes
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?Yes
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 2006179
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$2,878,708$1,021,677
Program service revenue
Program service revenue 1000000$000$0$868,847
Program service revenue 2000000$000$0$28,152
Program service revenue 3000000$000$0$138
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$231,665$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$431,673$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$0Real property rental income that does not depend on the income or profits derived by the person leasing the property and is excluded by section 512(b)(3)$39,165$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$2,176,205$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$000$0$124,540
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
999999999100%$3,213,500$284,010
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$80,976$10,183$0
$91,336$11,535$0
$80,000$10,451$0
$78,500$10,205$0
$54,156$7,040$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that receives a substantial part of its support from a governmental unit or from the general public
Support Schedule
19992000200120022003200420052006
Total$17,683,227$13,919,133$16,304,641$11,881,675$14,036,886$10,824,982$17,085,468$18,452,602
Gifts, grants, and contributions received$16,508,254$12,568,490$16,152,582$10,726,920$12,891,040$9,284,292$15,575,400$16,798,287
Membership fees received$0$0$0$0$0$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$868,329$854,616$905,472$813,318$829,563$867,226$778,060$841,381
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$279,404$409,315$-789,451$306,287$299,814$417,873$600,529$770,502
Net income from unrelated business activities not included above$0$0$0$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0$0$0$0
Other income$27,240$86,712$36,038$35,150$16,469$255,591$131,479$42,432
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Atlanta Union Mission CorporationPO BOX 1807, Atlanta, GA 30301-1807GA1947-09$19,173,678
2St Vincent De Paul Society District Council Of Green Bay1529 Leo Frigo Way, Green Bay, WI 54302-1163WI1946-03$2,863,230
3Disabled American Veterans Store Trustee Account, Clair J Galloway2627 E University Ave, Des Moines, IA 50317-5342IA1994-05$1,180,686
4St Vincent De Paul Society Diocesan Of Southeast Alaska Inc8617 Teal St, Juneau, AK 99801-8055AK1946-03$1,619,031
5We Care Community Services IncPO BOX 307, Dayton, TN 37321-0307TN1987-05$1,166,544
6St Josephs Conference Of The Societ St Vincent De Paul Inc2811 Pioneer Ave, Rice Lake, WI 54868-2429WI1991-03$777,874
7Village Treasure House1460 Paddock Dr, Northbrook, IL 60062-6811IL1999-10$777,813
8Pickens County Community Resource Association Inc110 Samaritan Dr, Jasper, GA 30143-1965GA2000-06$571,082
9Winner Ministerial Association Inc222 S Main St, Winner, SD 57580-1831SD1997-05$124,355
10St Vincent De Paul Salvage Bureau Inc441 N Union St, Olean, NY 14760-2656NY1946-03$98,147
11Shepherds Closet Inc106 N Sangamon Ave, Gibson City, IL 60936-1343IL2001-01$81,965
12Worthington Thrift Shop, Helen Gersi5600 N High St, Worthington, OH 43085-3915OH2006-10$76,248
13St Francis Thrift Bow-Tique Inc213 Frank Lloyd Wright Way, Lakeland, FL 33803-1123FL2001-05$44,986
14Society Of St Vincent De Paul Of Highlands County IncPO BOX 3580, Sebring, FL 33871-3580FL2000-06$38,608
15St Vincent Depaul Furniture & Clothing Inc1654 W Onondaga St, Syracuse, NY 13204-3310NY1985-05$15,600
16Brown Britches Inc315 Freehauf St, Lemont, IL 60439-4216IL2001-01$0
17Family Cornerstone IncPo Box 535, Sharon Springs, KS 67758KS2009-07$0
18Second Chance Charities412 B N Jefferson, Kearney, MO 64060MO2009-04$0
19Wendover In Need Inc1177 E South Temple, Salt Lake Cty, UT 84102-1641UT1999-10$0
20West Barnet Womens Fellowship Ltd1154 Mosquitoville Rd, Groton, VT 05046VT2008-03$0
Number of organizations performing similar types of work
Alaska1
Arizona2
California1
District of Columbia1
Florida2
Georgia2
Iowa2
Illinois4
Indiana1
Kansas1
Kentucky1
Maryland1
Minnesota2
Missouri3
New York3
Ohio4
Oregon1
Pennsylvania3
Rhode Island1
South Dakota1
Tennessee1
Texas3
Utah1
Virginia1
Vermont1
Wisconsin2
Total46

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