Department of the Treasury Internal Revenue Service | Return of Organization Exempt From Income Tax Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) a Do not enter social security numbers on this form as it may be made public. a Go to www.irs.gov/Form990 for instructions and the latest information. | OMB No. 1545-0047 |
2021 | ||
Open to Public Inspection |
A For the 2021 calendar year, or tax year beginning , 2021, and ending , 20
B Check if applicable: Address change Name change Initial return Final return/terminated Amended return Application pending | C Name of organization SENA - Standish Ericsson Neighborhood Association | D Employer identification number 41-1735421 | ||
Doing business as | ||||
Number and street (or P.O. box if mail is not delivered to street address) 4557 S. 34th Avenue | Room/suite | E Telephone number (612)721-1601 | ||
City or town, state or province, country, and ZIP or foreign postal code Minneapolis, MN 55406 | G Gross receipts $ 134,500. | |||
F Name and address of principal officer: Nathan Shepherd, 4557 S. 34th Ave, Minneapolis, MN 55401 | H(a) Is this a group return for subordinates? Yes No H(b) Are all subordinates included? Yes No If “No,” attach a list. See instructions. H(c) Group exemption number a | |||
I Tax-exempt status: 501(c)(3) 501(c) ( ) ` (insert no.) 4947(a)(1) or 527 | ||||
J Website: a N/A | ||||
K Form of organization: Corporation Trust Association Other a | L Year of formation: 1992 | M State of legal domicile: MN | ||
Part I | Summary | |||
Activities & Governance | 1 2 3 4 5 6 7a b | Briefly describe the organization’s mission or most significant activities: The mission of SENA is to support the vitality of our neighborhoods by building on our community's strengths and advocating for our residents and community partners. | ||
Check this box a if the organization discontinued its operations or disposed of more than 25% of its net assets. | ||||
Number of voting members of the governing body (Part VI, line 1a) . . . . . . . . . Number of independent voting members of the governing body (Part VI, line 1b) . . . . Total number of individuals employed in calendar year 2021 (Part V, line 2a) . . . . . Total number of volunteers (estimate if necessary) . . . . . . . . . . . . . . Total unrelated business revenue from Part VIII, column (C), line 12 . . . . . . . . Net unrelated business taxable income from Form 990-T, Part I, line 11 . . . . . . . | 3 | 15 | ||
4 | 15 | |||
5 | 2 | |||
6 | 20 | |||
7a | 0. | |||
7b | 0. | |||
Revenue |
| Prior Year | Current Year | |
131,125. | 134,497. | |||
17. | 3. | |||
131,142. | 134,500. | |||
Expenses |
16a Professional fundraising fees (Part IX, column (A), line 11e) . . . . . . b Total fundraising expenses (Part IX, column (D), line 25) a 4,975.
| |||
96,566. | 76,183. | |||
46,799. | 45,118. | |||
143,365. | 121,301. | |||
-12,223. | 13,199. | |||
Net Assets or Fund Balances | 20 Total assets (Part X, line 16) . . . . . . . . . . . . . . . .
| Beginning of Current Year | End of Year | |
46,956. | 56,346. | |||
41,612. | 37,803. | |||
5,344. | 18,543. |
Part II Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here | FF | ||||
Signature of officer Date Nathan Shepherd, Board officer Type or print name and title | |||||
Paid Preparer Use Only | Print/Type preparer’s name Michael Wilson | Preparer’s signature Michael Wilson | Date | Check if self-employed | PTIN P01332122 |
Firm’s name a Michael S Wilson | Firm’s EIN a 54-2189128 | ||||
Firm’s address a 4932 stevens ave, minneapolis, MN 55419 | Phone no. (612)558-1692 |
May the IRS discuss this return with the preparer shown above? See instructions . . . . . . . . . . .
Yes No
For Paperwork Reduction Act Notice, see the separate instructions. BAA REV 02/17/22 PRO
Form 990 (2021)
Check if Schedule O contains a response or note to any line in this Part III . . . . . . . . . . . . .
Part III Statement of Program Service Accomplishments
Briefly describe the organization’s mission:
The mission of SENA is to support the vitality of our neighborhoods by building on our community's strengths and advocating for our residents and community partners.
Did the organization undertake any significant program services during the year which were not listed on the
prior Form 990 or 990-EZ? . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No
If “Yes,” describe these new services on Schedule O.
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No
If “Yes,” describe these changes on Schedule O.
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code: ) (Expenses $ 96,734. including grants of $ 0. ) (Revenue $ 3. )
Community engagement. Serve as the official connection for the City of Minneapolis and implement neighborhood revitalization (NRP) identified priorities. Facilitate community meetings, engage residents in community issues, coordinate events, engage residents in green partner activities and respond to the needs of all 10,000 neighborhood residents
4b (Code: ) (Expenses $ including grants of $ ) (Revenue $ )
4c (Code: ) (Expenses $ including grants of $ ) (Revenue $ )
4d Other program services (Describe on Schedule O.)
(Expenses $ including grants of $ ) (Revenue $ )
4e Total program service expenses a
96,734.
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Form 990 (2021)
Part IV Checklist of Required Schedules
Yes | No | ||
12a Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI and XII . . . . . . . . . . . . . . . . . . . . . . . . . . . b Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered “No” to line 12a, then completing Schedule D, Parts XI and XII is optional 13 Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E . . . . 14a Did the organization maintain an office, employees, or agents outside of the United States? . . . . . b 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? If “Yes,” complete Schedule F, Parts I and IV . . . . .
If “Yes,” complete Schedule G, Part III . . . . . . . . . . . . . . . . . . . . . . . 20a Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H . . . . . . b If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return? . 21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II . . . . | 1 | ||
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Part IV Checklist of Required Schedules (continued)
Yes | No | ||
25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I . . . . . b 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? If “Yes,” complete Schedule L, Part I . . . . . . . . . . . . . . . . . . . . . . . .
35a Did the organization have a controlled entity within the meaning of section 512(b)(13)? . . . . . . . b If “Yes” to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2 . .
| 22 | ||
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38 |
Part V Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V . . . . . . . . . . . . .
Yes | No | ||||
1a Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable . . . . b Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable . . . | 1a | 0 | |||
1b | 0 | ||||
c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? . . . . . . . . . . . . . . . . . | |||||
1c |
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Part | V Statements Regarding Other IRS Filings and Tax Compliance (continued) | Yes | No | |||
2a | Enter 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 return | 2a | 2 | |||
b | If at least one is reported on line 2a, did the organization file all required federal employment tax returns? . | 2b | ||||
Note: If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions. | ||||||
3a | Did the organization have unrelated business gross income of $1,000 or more during the year? . . . . | 3a | ||||
b 4a | If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation on Schedule O . 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)? | 3b | ||||
4a | ||||||
b | If “Yes,” enter the name of the foreign country a | |||||
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). | ||||||
5a | Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? . . . | 5a | ||||
b | Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? | 5b | ||||
c 6a | If “Yes” to line 5a or 5b, did the organization file Form 8886-T? . . . . . . . . . . . . . . . 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? . . . . . | 5c | ||||
6a | ||||||
b | If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? . . . . . . . . . . . . . . . . . . . . . . . . . . | 6b | ||||
7 a | Organizations that may receive deductible contributions under section 170(c). 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? . . . . . . . . . . . . . . . . . . . . . . . . | |||||
7a | ||||||
b c | If “Yes,” did the organization notify the donor of the value of the goods or services provided? . . . . . Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? . . . . . . . . . . . . . . . . . . . . . . . . . . . | 7b | ||||
7c | ||||||
d | If “Yes,” indicate the number of Forms 8282 filed during the year . . . . . . . . | 7d | ||||
e f g h 8 9 a b 10 | Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? . If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? . . . . . . . . Sponsoring organizations maintaining donor advised funds. Did the sponsoring organization make any taxable distributions under section 4966? . . . . . . . . Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? . . . Section 501(c)(7) organizations. Enter: | 7e | ||||
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a b | Initiation fees and capital contributions included on Part VIII, line 12 . . . . . . . Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities . | 10a | ||||
10b | ||||||
11 | Section 501(c)(12) organizations. Enter: | |||||
a b | Gross income from members or shareholders . . . . . . . . . . . . . . . Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) . . . . . . . . . . . . . . . | 11a | ||||
11b | ||||||
12a | Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? | 12a | ||||
b | If “Yes,” enter the amount of tax-exempt interest received or accrued during the year . . | 12b | ||||
13 a | Section 501(c)(29) qualified nonprofit health insurance issuers. Is the organization licensed to issue qualified health plans in more than one state? . . . . . . . . Note: See the instructions for additional information the organization must report on Schedule O. | |||||
13a | ||||||
b c | Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans . . . . . . . . . . Enter the amount of reserves on hand . . . . . . . . . . . . . . . . . | 13b | ||||
13c | ||||||
14a b 15 | Did the organization receive any payments for indoor tanning services during the tax year? . . . . . . If “Yes,” has it filed a Form 720 to report these payments? If “No,” provide an explanation on Schedule O . Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? . . . . . . . . . . . . . . . . . . . . | 14a | ||||
14b | ||||||
15 | ||||||
16 17 | If “Yes,” see the instructions and file Form 4720, Schedule N. Is the organization an educational institution subject to the section 4968 excise tax on net investment income? If “Yes,” complete Form 4720, Schedule O. Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952 or 4953? . . . . | |||||
16 | ||||||
17 | ||||||
If “Yes,” complete Form 6069. |
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Form 990 (2021)
Part VI Governance, Management, and Disclosure. For each “Yes” response to lines 2 through 7b below, and for a “No” response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes on Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI . . . . . . . . . . . . .
Yes | No | ||||
1a Enter the number of voting members of the governing body at the end of the tax year . . If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain on Schedule O. b Enter the number of voting members included on line 1a, above, who are independent . | 1a | 15 | |||
1b | 15 | ||||
7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? . . . . . . . . . . . . . . . . . . . . b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? . . . . . . . . . . . . . . . . .
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9 |
Yes | No | ||
10a Did the organization have local chapters, branches, or affiliates? . . . . . . . . . . . . . . b If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization’s exempt purposes? 11a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? b Describe on Schedule O the process, if any, used by the organization to review this Form 990. 12a Did the organization have a written conflict of interest policy? If “No,” go to line 13 . . . . . . . . b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? c Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe on Schedule O how this was done. . . . . . . . . . . . . . . . . . . . . .
If “Yes” to line 15a or 15b, describe the process on Schedule O. See instructions. 16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? . . . . . . . . . . . . . . | 10a | ||
10b | |||
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16b |
List the states with which a copy of this Form 990 is required to be filed a MN
Section 6104 requires an organization to make its Forms 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c) (3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
Own website Another’s website Upon request Other (explain on Schedule O)
Describe on Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
State the name, address, and telephone number of the person who possesses the organization’s books and records a
Candace Miller Lopez, 4557 34th Ave. S, Minneapolis, MN 55406 (612)721-1601
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Form 990 (2021)
Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII . . . . . . . . . . . . .
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.
List all of the organization’s current key employees, if any. See the instructions for definition of “key employee.”
List the organization’s five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (box 5 of Form W-2, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than
$100,000 from the organization and any related organizations.
List all of the organization’s former officers, key employees, and highest compensated employees who received more than
$100,000 of reportable compensation from the organization and any related organizations.
List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations.
See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A) Name and title | (B) Average hours per week (list any hours for related organizations below dotted line) | (C) Position (do not check more than one box, unless person is both an officer and a director/trustee) | (D) Reportable compensation from the organization (W-2/ 1099-MISC/ 1099-NEC) | (E) Reportable compensation from related organizations (W-2/ 1099-MISC/ 1099-NEC) | (F) Estimated amount of other compensation from the organization and related organizations | |||||
Individual trustee or director | Institutional trustee | Officer | Key employee | Highest compensated employee | Former | |||||
(1) Nathan Shepherd | 2.00 | 0. | 0. | 0. | ||||||
Board President | ||||||||||
(2) Mary Ann Rivera | 2.00 | 0. | 0. | 0. | ||||||
Co-Vice President | ||||||||||
(3) Megan Drake Pereyra | 2.00 | 0. | 0. | 0. | ||||||
Treasurer | ||||||||||
(4) David Austin | 2.00 | 0. | 0. | 0. | ||||||
Secretary | ||||||||||
(5) Cheryllyne Vaz | 1.00 | 0. | 0. | 0. | ||||||
Board member | ||||||||||
(6) Carol Dungan | 1.00 | 0. | 0. | 0. | ||||||
Board member | ||||||||||
(7) Brynn Kasper | 1.00 | 0. | 0. | 0. | ||||||
Board member | ||||||||||
(8) Josh Tindall | 1.00 | 0. | 0. | 0. | ||||||
Board member | ||||||||||
(9) Tae Wang | 1.00 | 0. | 0. | 0. | ||||||
Board member | ||||||||||
(10) Jacob Soper | 1.00 | 0. | 0. | 0. | ||||||
Board member | ||||||||||
(11) Heidi Schreiber | 1.00 | 0. | 0. | 0. | ||||||
Board member | ||||||||||
(12) Sheila Cracraft Fehler | 1.00 | 0. | 0. | 0. | ||||||
Board member | ||||||||||
(13) Jennifer Runchey | 1.00 | 0. | 0. | 0. | ||||||
Board member | ||||||||||
(14) Tabota Seyon | 1.00 | 0. | 0. | 0. | ||||||
Board member |
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Form 990 (2021)
Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A) Name and title | (B) Average hours per week (list any hours for related organizations below dotted line) | (C) Position (do not check more than one box, unless person is both an officer and a director/trustee) | (D) Reportable compensation from the organization (W-2/ 1099-MISC/ 1099-NEC) | (E) Reportable compensation from related organizations (W-2/ 1099-MISC/ 1099-NEC) | (F) Estimated amount of other compensation from the organization and related organizations | |||||
Individual trustee or director | Institutional trustee | Officer | Key employee | Highest compensated employee | Former | |||||
(15) Nicholas Cichowicz | 1.00 | 0. | 0. | 0. | ||||||
Board member | ||||||||||
(16) Candace Miller Lopez | 40.00 | 58,900. | 0. | 5,300. | ||||||
Executive Director | ||||||||||
(17) | ||||||||||
(18) | ||||||||||
(19) | ||||||||||
(20) | ||||||||||
(21) | ||||||||||
(22) | ||||||||||
(23) | ||||||||||
(24) | ||||||||||
(25) | ||||||||||
1b Subtotal a
| 58,900. | 0. | 5,300. | |||||||
58,900. | 0. | 5,300. |
2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization a
Yes | No | ||
| |||
3 | |||
4 | |||
5 |
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A) Name and business address | (B) Description of services | (C) Compensation |
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization a |
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Form 990 (2021)
Part VIII Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII . . . . . . . . . . . . .
(A) Total revenue | (B) Related or exempt function revenue | (C) Unrelated business revenue | (D) Revenue excluded from tax under sections 512–514 | ||||||||
Contributions, Gifts, Grants, and Other Similar Amounts | 1a | Federated campaigns . . . . | 1a | 134,497. | |||||||
b | Membership dues . . . . . | 1b | |||||||||
c | Fundraising events . . . . . | 1c | |||||||||
d | Related organizations . . . . | 1d | |||||||||
e f | Government grants (contributions) All other contributions, gifts, grants, and similar amounts not included above | 1e | 98,450. | ||||||||
1f | 36,047. | ||||||||||
g | Noncash contributions included in lines 1a–1f . . . . . . . . | 1g | $ | ||||||||
h | Total. Add lines 1a–1f . . . . . . | . | . | . | . | a | |||||
Program Service Revenue | Business Code | ||||||||||
2a | |||||||||||
b | |||||||||||
c | |||||||||||
d | |||||||||||
e | |||||||||||
f All other program service revenue . . | |||||||||||
g | Total. Add lines 2a–2f . . . . . . | . | . | . | . | a | |||||
Other Revenue | 3 | Investment income (including dividends, interest, and other similar amounts) a | 3. | 0. | 0. | 3. | |||||
4 | Income from investment of tax-exempt bond proceeds a | ||||||||||
5 | Royalties . . . . . . . . . . . . | . | . | a | |||||||
6a | (i) Real | (ii) Personal | |||||||||
6a | Gross rents . . | ||||||||||
b | Less: rental expenses | 6b | |||||||||
c | Rental income or (loss) | 6c | |||||||||
d | Net rental income or (loss) . . . . | . | . | . | . | a | |||||
7a | Gross amount from sales of assets other than inventory | 7a | (i) Securities | (ii) Other | |||||||
b | Less: cost or other basis and sales expenses . | 7b | |||||||||
c | Gain or (loss) . . | 7c | |||||||||
d | Net gain or (loss) . . . . . . . | . | . | . | . | a | |||||
8a | Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 . . . | 8a | |||||||||
b | Less: direct expenses . . . . | 8b | |||||||||
c | Net income or (loss) from fundraising events | . | . | a | |||||||
9a | Gross income from gaming activities. See Part IV, line 19 . | 9a | |||||||||
b | Less: direct expenses . . . . | 9b | |||||||||
c | Net income or (loss) from gaming activities . | . | . | a | |||||||
10a | Gross sales of inventory, less returns and allowances . . . | 10a | |||||||||
b | Less: cost of goods sold . . . | 10b | |||||||||
c | Net income or (loss) from sales of inventory . | . | . | a | |||||||
Miscellaneous Revenue | 11a b c d All other revenue . . . . . . . | Business Code | |||||||||
e | Total. Add lines 11a–11d . . . . . | . | . | . | . | a | |||||
12 | Total revenue. See instructions . . | . | . | . | . | a | 134,500. | 0. | 0. | 3. |
REV 02/17/22 PRO
Form 990 (2021)
Part IX Statement of Functional Expenses
Check if Schedule O contains a response or note to any line in this Part IX . . . . . . . . . . . . .
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII. | (A) Total expenses | (B) Program service expenses | (C) Management and general expenses | (D) Fundraising expenses |
and domestic governments. See Part IV, line 21 . a Management . . . . . . . . . . b Legal . . . . . . . . . . . . . c Accounting . . . . . . . . . . . d Lobbying . . . . . . . . . . . . 15 Royalties . . . . . . . . . . . . 16 Occupancy . . . . . . . . . . . 17 Travel . . . . . . . . . . . . . 20 Interest . . . . . . . . . . . . 23 Insurance . . . . . . . . . . . . a Community programming b Facade improvements c Communications d e All other expenses | ||||
59,949. | 47,959. | 8,992. | 2,998. | |
5,910. | 5,910. | 0. | 0. | |
5,300. | 4,335. | 724. | 241. | |
5,024. | 4,109. | 686. | 229. | |
3,880. | 0. | 3,880. | 0. | |
789. | 0. | 789. | 0. | |
1,111. | 909. | 152. | 50. | |
6,308. | 5,160. | 861. | 287. | |
18,693. | 15,290. | 2,552. | 851. | |
2,837. | 2,321. | 387. | 129. | |
3,759. | 3,759. | 0. | 0. | |
3,574. | 3,574. | 0. | 0. | |
4,167. | 3,408. | 569. | 190. | |
121,301. | 96,734. | 19,592. | 4,975. | |
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here a if following SOP 98-2 (ASC 958-720) . . . |
Grants and other assistance to domestic organizations
Grants and other assistance to domestic individuals. See Part IV, line 22 . . . . .
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16
Benefits paid to or for members . . . .
Compensation of current officers, directors, trustees, and key employees . . . . .
Compensation not included above to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) . .
Other salaries and wages . . . . . .
Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions)
Other employee benefits . . . . . . .
Payroll taxes . . . . . . . . . . .
Fees for services (nonemployees):
Professional fundraising services. See Part IV, line 17
Investment management fees . . . . .
Other. (If line 11g amount exceeds 10% of line 25, column (A), amount, list line 11g expenses on Schedule O.) .
Advertising and promotion . . . . . .
Office expenses . . . . . . . . .
Information technology . . . . . . .
Payments of travel or entertainment expenses for any federal, state, or local public officials
Conferences, conventions, and meetings .
Payments to affiliates . . . . . . . .
Depreciation, depletion, and amortization .
Other expenses. Itemize expenses not covered above. (List miscellaneous expenses on line 24e. If line 24e amount exceeds 10% of line 25, column (A), amount, list line 24e expenses on Schedule O.)
Total functional expenses. Add lines 1 through 24e
REV 02/17/22 PRO
Form 990 (2021)
Part X Balance Sheet
Check if Schedule O contains a response or note to any line in this Part X . . . . . . . . . . . . .
(A) Beginning of year | (B) End of year | ||||||
Assets | 1 | Cash—non-interest-bearing . . . . . . . . . . . . . . . | 29,572. | 1 | 22,656. | ||
2 | Savings and temporary cash investments . . . . . . . . . . . | 2 | |||||
3 | Pledges and grants receivable, net . . . . . . . . . . . . . | 3 | |||||
4 | Accounts receivable, net . . . . . . . . . . . . . . . . | 14,735. | 4 | 31,246. | |||
5 | Loans and other receivables from any current or former officer, director, | ||||||
trustee, key employee, creator or founder, substantial contributor, or 35% | |||||||
controlled entity or family member of any of these persons . . . . . | |||||||
5 | |||||||
6 | Loans and other receivables from other disqualified persons (as defined | ||||||
under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) . | |||||||
6 | |||||||
7 | Notes and loans receivable, net . . . . . . . . . . . . . . | 7 | |||||
8 | Inventories for sale or use . . . . . . . . . . . . . . . . | 8 | |||||
9 | Prepaid expenses and deferred charges . . . . . . . . . . . | 2,649. | 9 | 2,444. | |||
10a Land, buildings, and equipment: cost or other | |||||||
basis. Complete Part VI of Schedule D . . . | 10a | ||||||
b | Less: accumulated depreciation . . . . . | 10b | 10c | ||||
11 | Investments—publicly traded securities . . . . . . . . . . . | 11 | |||||
12 | Investments—other securities. See Part IV, line 11 . . . . . . . . | 12 | |||||
13 | Investments—program-related. See Part IV, line 11 . . . . . . . . | 13 | |||||
14 | Intangible assets . . . . . . . . . . . . . . . . . . . | 14 | |||||
15 | Other assets. See Part IV, line 11 . . . . . . . . . . . . . . | 15 | |||||
16 | Total assets. Add lines 1 through 15 (must equal line 33) . . . . . . | 46,956. | 16 | 56,346. | |||
Liabilities | 17 | Accounts payable and accrued expenses . . . . . . . . . . . | 8,018. | 17 | 9,271. | ||
18 | Grants payable . . . . . . . . . . . . . . . . . . . . | 18 | |||||
19 | Deferred revenue . . . . . . . . . . . . . . . . . . . | 10,260. | 19 | 10,000. | |||
20 | Tax-exempt bond liabilities . . . . . . . . . . . . . . . . | 20 | |||||
21 | Escrow or custodial account liability. Complete Part IV of Schedule D . . | 21 | |||||
22 | Loans and other payables to any current or former officer, director, | ||||||
trustee, key employee, creator or founder, substantial contributor, or 35% | |||||||
controlled entity or family member of any of these persons . . . . . | |||||||
22 | |||||||
23 | Secured mortgages and notes payable to unrelated third parties . . . | 23 | |||||
24 | Unsecured notes and loans payable to unrelated third parties . . . . | 23,334. | 24 | 18,532. | |||
25 | Other liabilities (including federal income tax, payables to related third | ||||||
parties, and other liabilities not included on lines 17–24). Complete Part X | |||||||
of Schedule D . . . . . . . . . . . . . . . . . . . . | 25 | ||||||
26 | Total liabilities. Add lines 17 through 25 . . . . . . . . . . . | 41,612. | 26 | 37,803. | |||
Net Assets or Fund Balances | Organizations that follow FASB ASC 958, check here a | ||||||
and complete lines 27, 28, 32, and 33. | |||||||
27 | Net assets without donor restrictions . . . . . . . . . . . . | 27 | |||||
28 | Net assets with donor restrictions . . . . . . . . . . . . . | 5,344. | 28 | 18,543. | |||
Organizations that do not follow FASB ASC 958, check here a | |||||||
and complete lines 29 through 33. | |||||||
29 | Capital stock or trust principal, or current funds . . . . . . . . . | 29 | |||||
30 | Paid-in or capital surplus, or land, building, or equipment fund . . . . | 30 | |||||
31 | Retained earnings, endowment, accumulated income, or other funds . . | 31 | |||||
32 | Total net assets or fund balances . . . . . . . . . . . . . . | 5,344. | 32 | 18,543. | |||
33 | Total liabilities and net assets/fund balances . . . . . . . . . . | 46,956. | 33 | 56,346. |
REV 02/17/22 PRO
Form 990 (2021)
Part XI Reconciliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI . . . . . . . . . . . . .
1 | Total revenue (must equal Part VIII, column (A), line 12) . . . . . . . . . . . . | . | . | 1 | 134,500. |
2 | Total expenses (must equal Part IX, column (A), line 25) . . . . . . . . . . . | . | . | 2 | 121,301. |
3 | Revenue less expenses. Subtract line 2 from line 1 . . . . . . . . . . . . . | . | . | 3 | 13,199. |
4 | Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) . | . | . | 4 | 5,344. |
5 | Net unrealized gains (losses) on investments . . . . . . . . . . . . . . . | . | . | 5 | |
6 | Donated services and use of facilities . . . . . . . . . . . . . . . . . | . | . | 6 | |
7 | Investment expenses . . . . . . . . . . . . . . . . . . . . . . . | . | . | 7 | |
8 | Prior period adjustments . . . . . . . . . . . . . . . . . . . . . . | . | . | 8 | -1. |
9 | Other changes in net assets or fund balances (explain on Schedule O) . . . . . . . | . | . | 9 | |
10 | Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part | X, | line | ||
32, column (B)) . . . . . . . . . . . . . . . . . . . . . . . . . | . | . | 10 | 18,542. |
Part XII Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII . . . . . . . . . . . . .
Yes | No | ||
1 Accounting method used to prepare the Form 990: Cash Accrual Other If the organization changed its method of accounting from a prior year or checked “Other,” explain on Schedule O. 2a Were the organization’s financial statements compiled or reviewed by an independent accountant? . . . If “Yes,” check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both: Separate basis Consolidated basis Both consolidated and separate basis If “Yes,” check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both: Separate basis Consolidated basis Both consolidated and separate basis If the organization changed either its oversight process or selection process during the tax year, explain on Schedule O. 3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why on Schedule O and describe any steps taken to undergo such audits . | |||
2a | |||
2b | |||
2c | |||
3a | |||
3b |
Were the organization’s financial statements audited by an independent accountant? . . . . . . .
If “Yes” to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? .
REV 02/17/22 PRO
Form 990 (2021)
(Form 990) Department of the Treasury Internal Revenue Service | Public Charity Status and Public Support Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. a Attach to Form 990 or Form 990-EZ. a Go to www.irs.gov/Form990 for instructions and the latest information. | OMB No. 1545-0047 |
2021 | ||
Open to Public Inspection | ||
Name of the organization SENA - Standish Ericsson Neighborhood Association | Employer identification number 41-1735421 |
Part I Reason for Public Charity Status. (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital’s name, city, and state:
5 An organization operated for the benefit of a college or university owned or operated by a governmental unit described in
section 170(b)(1)(A)(iv). (Complete Part II.)
6 A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7 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). (Complete Part II.)
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
An agricultural research organization described in section 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or university:
10 An organization that normally receives (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions, subject to certain exceptions; and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
An organization organized and operated exclusively to test for public safety. See section 509(a)(4).
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.
c Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
d Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.
Enter the number of supported organizations . . . . . . . . . . . . . . . . . . . . . .
Provide the following information about the supported organization(s).
(i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1–10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
Yes | No | |||||
(A) | ||||||
(B) | ||||||
(C) | ||||||
(D) | ||||||
(E) | ||||||
Total |
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. BAA REV 02/17/22 PRO
Schedule A (Form 990) 2021
Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Calendar year (or fiscal year beginning in) a | (a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total |
| 128,901. | 243,624. | 210,626. | 131,125. | 134,497. | 848,773. |
128,901. | 243,624. | 210,626. | 131,125. | 134,497. | 848,773. | |
848,773. |
Calendar year (or fiscal year beginning in) a | (a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total |
| 128,901. | 243,624. | 210,626. | 131,125. | 134,497. | 848,773. |
848,773. | ||||||
12 |
Gross receipts from related activities, etc. (see instructions) . . . . . . . . . . . .
First 5 years. If the Form 990 is for the organization’s first, second, third, fourth, or fifth tax year as a section 501(c)(3)
organization, check this box and stop here a
14 | Public support percentage for 2021 (line 6, column (f), divided by line 11, column (f)) | . | . | . | . | 14 | 100 % |
15 | Public support percentage from 2020 Schedule A, Part II, line 14 . . . . . . | . | . | . | . | 15 | 100 % |
16a 331/3% support test—2021. If the organization did not check the box on line 13, and line 14 is 331/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . a
b 331/3% support test—2020. If the organization did not check a box on line 13 or 16a, and line 15 is 331/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . a
17a 10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in Part VI how the organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a
b 10%-facts-and-circumstances test—2020. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in Part VI how the organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported
organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a
18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions a
REV 02/17/22 PRO
Schedule A (Form 990) 2021
Part III Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Calendar year (or fiscal year beginning in) a
8 Public support. (Subtract line 7c from line 6.) . . . . . . . . . . . | (a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total |
Calendar year (or fiscal year beginning in) a 9 Amounts from line 6 . . . . . . 10a Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources .
| (a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total |
14 First 5 years. If the Form 990 is for the organization’s first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here a
15 | Public support percentage for 2021 (line 8, column (f), divided by line 13, column (f)) | . | . | . | . | . | 15 | % |
16 | Public support percentage from 2020 Schedule A, Part III, line 15 . . . . . . | . | . | . | . | . | 16 | % |
17 | Investment income percentage for 2021 (line 10c, column (f), divided by line 13, column (f)) | . | . | . | 17 | % |
18 | Investment income percentage from 2020 Schedule A, Part III, line 17 . . . . . . . | . | . | . | 18 | % |
19a 331/3% support tests—2021. If the organization did not check the box on line 14, and line 15 is more than 331/3%, and line
17 is not more than 331/3%, check this box and stop here. The organization qualifies as a publicly supported organization . a
b 331/3% support tests—2020. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 331/3%, and line 18 is not more than 331/3%, check this box and stop here. The organization qualifies as a publicly supported organization a
20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions a
REV 02/17/22 PRO
Schedule A (Form 990) 2021
Part IV Supporting Organizations
(Complete only if you checked a box in line 12 on Part I. If you checked box 12a, Part I, complete Sections A and B. If you checked box 12b, Part I, complete Sections A and C. If you checked box 12c, Part I, complete Sections A, D, and E. If you checked box 12d, Part I, complete Sections A and D, and complete Part V.)
Yes | No | ||
4a Was any supported organization not organized in the United States (“foreign supported organization”)? If “Yes,” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
5a Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization’s organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
10a Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below. b Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings.) | |||
1 | |||
2 | |||
3a | |||
3b | |||
3c | |||
4a | |||
4b | |||
4c | |||
5a | |||
5b | |||
5c | |||
6 | |||
7 | |||
8 | |||
9a | |||
9b | |||
9c | |||
10a | |||
10b |
REV 02/17/22 PRO
Schedule A (Form 990) 2021
Part IV Supporting Organizations (continued)
Yes | No | ||
11 Has the organization accepted a gift or contribution from any of the following persons?
| |||
11a | |||
11b | |||
11c |
Yes | No | ||
| |||
1 | |||
2 |
Yes | No | ||
1 Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s). | |||
1 |
Yes | No | ||
| |||
1 | |||
2 | |||
3 |
1 Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions).
The organization satisfied the Activities Test. Complete line 2 below.
The organization is the parent of each of its supported organizations. Complete line 3 below.
c The organization supported a governmental entity. Describe in Part VI how you supported a governmental entity (see instructions).
2 Activities Test. Answer lines 2a and 2b below. | Yes | No | |
3 Parent of Supported Organizations. Answer lines 3a and 3b below.
| |||
2a | |||
2b | |||
3a | |||
3b |
REV 02/17/22 PRO
Schedule A (Form 990) 2021
Part V Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1 Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A—Adjusted Net Income | (A) Prior Year | (B) Current Year (optional) | |||
1 | Net short-term capital gain | 1 | |||
2 | Recoveries of prior-year distributions | 2 | |||
3 | Other gross income (see instructions) | 3 | |||
4 | Add lines 1 through 3. | 4 | |||
5 | Depreciation and depletion | 5 | |||
6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | |||
7 | Other expenses (see instructions) | 7 | |||
8 | Adjusted Net Income (subtract lines 5, 6, and 7 from line 4) | 8 | |||
Section B—Minimum Asset Amount | (A) Prior Year | (B) Current Year (optional) | |||
1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | ||||
a | Average monthly value of securities | 1a | |||
b | Average monthly cash balances | 1b | |||
c | Fair market value of other non-exempt-use assets | 1c | |||
d | Total (add lines 1a, 1b, and 1c) | 1d | |||
e | Discount claimed for blockage or other factors (explain in detail in Part VI): | ||||
2 | Acquisition indebtedness applicable to non-exempt-use assets | 2 | |||
3 | Subtract line 2 from line 1d. | 3 | |||
4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | |||
5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | |||
6 | Multiply line 5 by 0.035. | 6 | |||
7 | Recoveries of prior-year distributions | 7 | |||
8 | Minimum Asset Amount (add line 7 to line 6) | 8 | |||
Section C—Distributable Amount | Current Year | ||||
1 Adjusted net income for prior year (from Section A, line 8, column A) | 1 | ||||
2 | Enter 0.85 of line 1. | 2 | |||
3 | Minimum asset amount for prior year (from Section B, line 8, column A) | 3 | |||
4 | Enter greater of line 2 or line 3. | 4 | |||
5 | Income tax imposed in prior year | 5 | |||
6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions). | 6 |
7 Check here if the current year is the organization’s first as a non-functionally integrated Type III supporting organization (see instructions).
REV 02/17/22 PRO
Schedule A (Form 990) 2021
Part V Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D—Distributions | Current Year | ||||||||
1 | Amounts paid to supported organizations to accomplish exempt purposes | 1 | |||||||
2 | Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity | 2 | |||||||
3 | Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |||||||
4 | Amounts paid to acquire exempt-use assets | 4 | |||||||
5 | Qualified set-aside amounts (prior IRS approval required—provide details in Part VI) | 5 | |||||||
6 | Other distributions (describe in Part VI). See instructions. | 6 | |||||||
7 | Total annual distributions. Add lines 1 through 6. | 7 | |||||||
8 | Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions. | 8 | |||||||
9 | Distributable amount for 2021 from Section C, line 6 | 9 | |||||||
10 | Line 8 amount divided by line 9 amount | 10 | |||||||
Section E—Distribution Allocations (see instructions) | (i) Excess Distributions | (ii) Underdistributions Pre-2021 | (iii) Distributable Amount for 2021 | ||||||
1 | Distributable amount for 2021 from Section C, line 6 | ||||||||
2 | Underdistributions, if any, for years prior to 2021 (reasonable cause required—explain in Part VI). See instructions. | ||||||||
3 | Excess distributions carryover, if any, to 2021 | ||||||||
a | From 2016 . . | . | . | . | |||||
b | From 2017 . . | . | . | . | |||||
c | From 2018 . . | . | . | . | |||||
d | From 2019 . . | . | . | . | |||||
e | From 2020 . . | . | . | . | |||||
f | Total of lines 3a through 3e | ||||||||
g Applied to underdistributions of prior years | |||||||||
h Applied to 2021 distributable amount | |||||||||
i | Carryover from 2016 not applied (see instructions) | ||||||||
j | Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||||||
4 | Distributions for 2021 from Section D, line 7: $ | ||||||||
a Applied to underdistributions of prior years | |||||||||
b Applied to 2021 distributable amount | |||||||||
c Remainder. Subtract lines 4a and 4b from line 4. | |||||||||
5 | Remaining underdistributions for years prior to 2021, if any. Subtract lines 3g and 4a from line 2. For result greater than zero, explain in Part VI. See instructions. | ||||||||
6 Remaining underdistributions for 2021. Subtract lines 3h and 4b from line 1. For result greater than zero, explain in Part VI. See instructions. | |||||||||
7 | Excess distributions carryover to 2022. Add lines 3j and 4c. | ||||||||
8 | Breakdown of line 7: | ||||||||
a | Excess from 2017 | . | . | . | |||||
b | Excess from 2018 | . | . | . | |||||
c | Excess from 2019 | . | . | . | |||||
d | Excess from 2020 | . | . | . | |||||
e | Excess from 2021 | . | . | . |
REV 02/17/22 PRO
Schedule A (Form 990) 2021
Part VI Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a, and 3b; Part V, line 1; Part V, Section B, line 1e; Part V, Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions.)
REV 02/17/22 PRO
Schedule A (Form 990) 2021
(Form 990) Department of the Treasury Internal Revenue Service | Schedule of Contributors a Attach to Form 990 or Form 990-PF. a Go to www.irs.gov/Form990 for the latest information. | OMB No. 1545-0047 |
2021 | ||
Name of the organization SENA - Standish Ericsson Neighborhood Association | Employer identification number 41-1735421 |
Organization type (check one):
Filers of: Section:
Form 990 or 990-EZ
501(c)(
3 ) (enter number) organization
4947(a)(1) nonexempt charitable trust not treated as a private foundation
527 political organization
Form 990-PF 501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor’s total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000; or
(2) 2% of the amount on (i) Form 990, Part VIII, line 1h; or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I (entering “N/A” in column (b) instead of the contributor name and address), II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don’t complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions
totaling $5,000 or more during the year . . . . . . . . . . . . . . . . . . a $
Caution: An organization that isn’t covered by the General Rule and/or the Special Rules doesn’t file Schedule B (Form 990), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to certify that it doesn’t meet the filing requirements of Schedule B (Form 990).
For Paperwork Reduction Act Notice, see the instructions for Form 990, 990-EZ, or 990-PF. REV 02/17/22 PRO
BAA
Schedule B (Form 990) (2021)
Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No. | (b) Name, address, and ZIP + 4 | (c) Total contributions | (d) Type of contribution |
1 | Trammel Crow 2100 McKinney Ave Dallas TX 75201 | $ 6,500. | Person Payroll Noncash (Complete Part II for noncash contributions.) |
(a) No. | (b) Name, address, and ZIP + 4 | (c) Total contributions | (d) Type of contribution |
2 | City of Minneapolis 350 S. 5th Street Minneapolis MN 55415 | $ 98,450. | Person Payroll Noncash (Complete Part II for noncash contributions.) |
(a) No. | (b) Name, address, and ZIP + 4 | (c) Total contributions | (d) Type of contribution |
| $ | Person Payroll Noncash (Complete Part II for noncash contributions.) | |
(a) No. | (b) Name, address, and ZIP + 4 | (c) Total contributions | (d) Type of contribution |
| $ | Person Payroll Noncash (Complete Part II for noncash contributions.) | |
(a) No. | (b) Name, address, and ZIP + 4 | (c) Total contributions | (d) Type of contribution |
| $ | Person Payroll Noncash (Complete Part II for noncash contributions.) | |
(a) No. | (b) Name, address, and ZIP + 4 | (c) Total contributions | (d) Type of contribution |
| $ | Person Payroll Noncash (Complete Part II for noncash contributions.) |
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Schedule B (Form 990) (2021)
Part II Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I | (b) Description of noncash property given | (c) FMV (or estimate) (See instructions.) | (d) Date received |
| $ | ||
(a) No. from Part I | (b) Description of noncash property given | (c) FMV (or estimate) (See instructions.) | (d) Date received |
| $ | ||
(a) No. from Part I | (b) Description of noncash property given | (c) FMV (or estimate) (See instructions.) | (d) Date received |
| $ | ||
(a) No. from Part I | (b) Description of noncash property given | (c) FMV (or estimate) (See instructions.) | (d) Date received |
| $ | ||
(a) No. from Part I | (b) Description of noncash property given | (c) FMV (or estimate) (See instructions.) | (d) Date received |
| $ | ||
(a) No. from Part I | (b) Description of noncash property given | (c) FMV (or estimate) (See instructions.) | (d) Date received |
| $ |
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Schedule B (Form 990) (2021)
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or
(10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) a $
Use duplicate copies of Part III if additional space is needed.
(a) No. from Part I | (b) Purpose of gift | (c) Use of gift | (d) Description of how gift is held | |
Transferee’s name, address, and ZIP + 4 | (e) Transfer of gift | Relationship of transferor to transferee | ||
(a) No. from Part I | (b) Purpose of gift | (c) Use of gift | (d) Description of how gift is held | |
Transferee’s name, address, and ZIP + 4 | (e) Transfer of gift | Relationship of transferor to transferee | ||
(a) No. from Part I | (b) Purpose of gift | (c) Use of gift | (d) Description of how gift is held | |
Transferee’s name, address, and ZIP + 4 | (e) Transfer of gift | Relationship of transferor to transferee | ||
(a) No. from Part I | (b) Purpose of gift | (c) Use of gift | (d) Description of how gift is held | |
Transferee’s name, address, and ZIP + 4 | (e) Transfer of gift | Relationship of transferor to transferee | ||
BAA
REV 02/17/22 PRO
Schedule B (Form 990) (2021)
SCHEDULE I (Form 990) Department of the Treasury Internal Revenue Service | Grants and Other Assistance to Organizations, Governments, and Individuals in the United States Complete if the organization answered “Yes” on Form 990, Part IV, line 21 or 22. a Attach to Form 990. a Go to www.irs.gov/Form990 for the latest information. | OMB No. 1545-0047 |
2021 | ||
Open to Public Inspection | ||
Name of the organization SENA - Standish Ericsson Neighborhood Association | Employer identification number 41-1735421 |
Part I General Information on Grants and Assistance
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees’ eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No
Describe in Part IV the organization’s procedures for monitoring the use of grant funds in the United States.
Part II Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered “Yes” on Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name and address of organization or government | (b) EIN | (c) IRC section (if applicable) | (d) Amount of cash grant | (e) Amount of noncash assistance | (f) Method of valuation (book, FMV, appraisal, other) | (g) Description of noncash assistance | (h) Purpose of grant or assistance |
(1) | |||||||
(2) | |||||||
(3) | |||||||
(4) | |||||||
(5) | |||||||
(6) | |||||||
(7) | |||||||
(8) | |||||||
(9) | |||||||
(10) | |||||||
(11) | |||||||
(12) | |||||||
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table . . . . . . . . . . . . . . . . . . a
Enter total number of other organizations listed in the line 1 table a
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
BAA REV 02/17/22 PRO
Schedule I (Form 990) 2021
Schedule I (Form 990) 2021 Page 2
Part III Grants and Other Assistance to Domestic Individuals. Complete if the organization answered “Yes” on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance | (b) Number of recipients | (c) Amount of cash grant | (d) Amount of noncash assistance | (e) Method of valuation (book, FMV, appraisal, other) | (f) Description of noncash assistance |
1 | |||||
2 | |||||
3 | |||||
4 | |||||
5 | |||||
6 | |||||
7 |
Part IV Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
BAA REV 02/17/22 PRO
Schedule I (Form 990) 2021
(Form 990) Department of the Treasury Internal Revenue Service | Supplemental Information to Form 990 or 990-EZ Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information. a Attach to Form 990 or Form 990-EZ. a Go to www.irs.gov/Form990 for the latest information. | OMB No. 1545-0047 |
2021 | ||
Open to Public Inspection | ||
Name of the organization SENA - Standish Ericsson Neighborhood Association | Employer identification number 41-1735421 |
Pt VI, Line 11b: The Executive Director reviews the 990 with the preparer.
The form is presented to the Board of Directors who review it and either approve it or wait for clarification.
Pt VI, Line 12c: The board signs a conflict of interest annually and relies on their fiduciary responsibilities to honor the terms.
Pt VI, Line 15a: The board determines pay based on considerations in the local job market
Pt VI, Line 15b: The board determines pay based on consideration in the local job market.
Pt VI, Line 19: Documents are made available to the public by request. Through participation in Guidestart tax forms are public documents. Also tax returns are available on the SENA website.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
BAA
Schedule O (Form 990) 2021
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Form 8879-TE Department of the Treasury Internal Revenue Service | IRS e-file Signature Authorization for a Tax Exempt Entity For calendar year 2021, or fiscal year beginning , 2021, and ending , 20 a Do not send to the IRS. Keep for your records. a Go to www.irs.gov/Form8879TE for the latest information. | OMB No. 1545-0047 |
2021 | ||
Name of filer SENA - Standish Ericsson Neighborhood Association | EIN or SSN 41-1735421 |
Name and title of officer or person subject to tax
Nathan Shepherd, Board officer
Part I Type of Return and Return Information
Check the box for the return for which you are using this Form 8879-TE and enter the applicable amount, if any, from the return. Form 8038- CP and Form 5330 filers may enter dollars and cents. For all other forms, enter whole dollars only. If you check the box on line 1a, 2a, 3a, 4a, 5a, 6a, 7a, 8a, 9a, or 10a below, and the amount on that line for the return being filed with this form was blank, then leave line 1b, 2b, 3b, 4b, 5b, 6b, 7b, 8b, 9b, or 10b, whichever is applicable, blank (do not enter -0-). But, if you entered -0- on the return, then enter -0- on the applicable line below. Do not complete more than one line in Part I.
1a Form 990 check here . . a
b Total revenue, if any (Form 990, Part VIII, column (A), line 12) . . 1b
134,500.
2a Form 990-EZ check here . a 3a Form 1120-POL check here a 4a Form 990-PF check here . a 5a Form 8868 check here . . a 6a Form 990-T check here . a 7a Form 4720 check here . . a 8a Form 5227 check here . . a 9a Form 5330 check here . . a 10a Form 8038-CP check here a
b Total revenue, if any (Form 990-EZ, line 9) . . . . . . . . 2b b Total tax (Form 1120-POL, line 22) . . . . . . . . . . 3b b Tax based on investment income (Form 990-PF, Part V, line 5) . 4b b Balance due (Form 8868, line 3c) . . . . . . . . . . . 5b
b Total tax (Form 990-T, Part III, line 4) . . . . . . . . . . 6b
b Total tax (Form 4720, Part III, line 1) . . . . . . . . . . 7b b FMV of assets at end of tax year (Form 5227, Item D) . . . . 8b b Tax due (Form 5330, Part II, line 19) . . . . . . . . . . 9b b Amount of credit payment requested (Form 8038͈CP, Part III, line 22) 10b
Part II Declaration and Signature Authorization of Officer or Person Subject to Tax
Under penalties of perjury, I declare that I am an officer of the above entity or I am a person subject to tax with respect to (name of entity) , (EIN) and that I have examined a copy of the
2021 electronic return and accompanying schedules and statements, and, to the best of my knowledge and belief, they are true, correct, and complete. I further declare that the amount in Part I above is the amount shown on the copy of the electronic return. I consent to allow my intermediate service provider, transmitter, or electronic return originator (ERO) to send the return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the transmission, (b) the reason for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for payment of the federal taxes owed on this return, and the financial institution to debit the entry to this account. To revoke a payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537 no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the payment. I have selected a personal identification number (PIN) as my signature for the electronic return and, if applicable, the consent to electronic funds withdrawal.
5 | 5 | 4 | 1 | 9 |
PIN: check one box only
I authorize
Michael S Wilson
ERO firm name
to enter my PIN
as my signature
Enter five numbers, but do not enter all zeros
on the tax year 2021 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I also authorize the aforementioned ERO to enter my PIN on the return’s disclosure consent screen.
As an officer or person subject to tax with respect to the entity, I will enter my PIN as my signature on the tax year 2021 electronically filed return. If I have indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I will enter my PIN on the return’s disclosure consent screen.
Signature of officer or person subject to tax a Date a
Part III Certification and Authentication
4 | 1 | 6 | 9 | 4 | 6 | 5 | 5 | 4 | 1 | 9 |
ERO’s EFIN/PIN. Enter your six-digit electronic filing identification number (EFIN) followed by your five-digit self-selected PIN.
Do not enter all zeros
I certify that the above numeric entry is my PIN, which is my signature on the 2021 electronically filed return indicated above. I confirm that I am submitting this return in accordance with the requirements of Pub. 4163, Modernized e-File (MeF) Information for Authorized IRS e-file Providers for Business Returns.
ERO’s signature a Date a
For Privacy Act and Paperwork Reduction Act Notice, see back of form.
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REV 02/17/22 PRO
Form 8879-TE (2021)
Description | Amount |
Gain from PPP loan forgiveness | 23,334. |
Public support | 12,713. |
Total | 36,047. |
Description | Amount |
Printing | 2,042. |
Postage | 1,366. |
Total | 3,408. |
Description | Amount |
Printing | 341. |
Postage | 228. |
Total | 569. |
Description | Amount |
Printing | 114. |
Postage | 76. |
Total | 190. |
Description | Amount |
accounts payable | 974. |
payroll liabilities | 2,718. |
accrued payroll | 4,326. |
Total | 8,018. |
Description | Amount |
Accounts payable | 1,238. |
Payrol liabilities | 2,508. |
Accrued payroll | 5,525. |
Total | 9,271. |