E0025LA5 LIGHTHOUSE GUILD INTERNATIONAL INC. 1
User Manual: LIGHTHOUSE-GUILD-INTERNATIONAL-INC.-1
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Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter Social Security numbers on this form as it may be made public.
Open to Public
Return of Organization Exempt From Income Tax
990
Form
Department of the Treasury
Internal Revenue Service
Information about Form 990 and its instructions is at www.irs.gov/form990.
, 20
D Employer identification number
C Name of organization
Check if applicable:
LIGHTHOUSE GUILD INTERNATIONAL, INC.
Address
change
Doing Business As
Name change
Number and street (or P.O. box if mail is not delivered to street address)
46-4215298
Initial return
15 WEST 65TH STREET
Terminated
City or town, state or province, country, and ZIP or foreign postal code
Amended
return
Application
pending
Inspection
, 2015, and ending
A For the 2015 calendar year, or tax year beginning
B
OMB No. 1545-0047
E Telephone number
Room/suite
(212 ) 769-6200
G Gross receipts $
6,548,880.
H(a) Is this a group return for
Yes X No
ALAN R. MORSE
subordinates?
Yes
No
15 WEST 65TH STREET NEW YORK, NY 10023
H(b) Are all subordinates included?
If "No," attach a list. (see instructions)
Tax-exempt status:
I
X 501(c)(3)
501(c) (
)
(insert no.)
4947(a)(1) or
527
J Website:
H(c) Group exemption number
WWW.LIGHTHOUSEGUILD.ORG
NY
K Form of organization: X Corporation
Trust
Association
Other
L Year of formation: 2013 M State of legal domicile:
Summary
Part I
1 Briefly describe the organization's mission or most significant activities: PROVIDE SERVICES AND EXPAND ACCESS TO
CARE FOR PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED, INCLUDING THOSE
WITH MULTIPLE DISABILITIES OR CHRONIC MEDICAL CONDITIONS.
Net Assets or
Fund Balances
Expenses
Revenue
Activities & Governance
2
3
4
5
6
7a
b
NEW YORK, NY 10023
F Name and address of principal officer:
Check this box
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 2015 (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, line 34
3,702,302.
8
9
10
11
12
13
14
15
16 a
b
17
18
19
Contributions and grants (Part VIII, line 1h)
20
21
22
Total assets (Part X, line 16)
Program service revenue (Part VIII, line 2g)
Investment income (Part VIII, column (A), lines 3, 4, and 7d)
37.
35.
102.
614.
0.
0.
3
4
5
6
7a
7b
Prior Year
Current Year
6,443,128.
0.
0.
-720,127.
5,723,001.
0.
0.
4,870,710.
0.
6,257,358.
0.
0.
-168,523.
6,088,835.
10,000.
0.
4,070,255.
319,800.
5,143,847.
10,014,557.
-4,291,556.
3,255,359.
7,655,414.
-1,566,579.
COPY FOR
PUBLIC INSPECTION
Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)
Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12)
Grants and similar amounts paid (Part IX, column (A), lines 1-3)
Benefits paid to or for members (Part IX, column (A), line 4)
Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10)
Professional fundraising fees (Part IX, column (A), line 11e)
Total fundraising expenses (Part IX, column (D), line 25)
Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e)
Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25)
Revenue less expenses. Subtract line 18 from line 12
Total liabilities (Part X, line 26)
Net assets or fund balances. Subtract line 21 from line 20
Part II
CHRISTINA WONG
Beginning of Current Year
End of Year
655,211.
4,890,470.
-4,235,259.
5,579,923.
16,766,914.
-11,186,991.
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
11/11/2016
Signature of officer
Date
C
CFO
Type or print name and title
Print/Type preparer's name
arer's ssignature
ignature
Preparer's
Paid
FAZAL HUSSAIN
Preparer
KPMG
Firm's name
Use Only
Firm's address
Date
15 NOV 2016
LLP
60 SOUTH STREET BOSTON, MA 02111
May the IRS discuss this return with the preparer shown above? (see instructions)
Check
if
self-employed
Firm's EIN
Phone no.
For Paperwork Reduction Act Notice, see the separate instructions.
PTIN
P01050195
13-5565207
617-988-1000
X Yes
No
Form 990 (2015)
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LIGHTHOUSE GUILD INTERNATIONAL, INC.
Form 990 (2015)
Part III
1
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III
Briefly describe the organization's mission:
46-4215298
Page
2
X
TO HELP PEOPLE OF ALL AGES WHO ARE BLIND OR VISUALLY IMPAIRED AS WELL
AS THOSE WITH MULTIPLE DISABILITIES OR CHRONIC MEDICAL CONDITIONS,
LEAD PRODUCTIVE, DIGNIFIED AND FULFILLING LIVES.
2
3
4
Did the organization undertake any significant program services during the year which were not listed on the
X No
prior Form 990 or 990-EZ?
Yes
If "Yes," describe these new services on Schedule O.
Did the organization cease conducting, or make significant changes in how it conducts, any program
X No
services?
Yes
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 $
15,428.
including grants of $
10,000.
) (Revenue $
)
ATTACHMENT 1
4b (Code:
) (Expenses $
including grants of $
) (Revenue $
)
4c (Code:
) (Expenses $
including grants of $
) (Revenue $
)
4d Other program services (Describe in Schedule O.)
(Expenses $
including grants of $
15,428.
4e Total program service expenses
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) (Revenue $
)
Form
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990 (2015)
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LIGHTHOUSE GUILD INTERNATIONAL, INC.
Form 990 (2015)
Part IV
1
2
3
4
46-4215298
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes,"
complete Schedule A
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)?
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to
candidates for public office? If "Yes," complete Schedule C, Part I
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h)
election in effect during the tax year? If "Yes," complete Schedule C, Part II
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? If "Yes," complete Schedule C,
Part III
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? If
"Yes," complete Schedule D, Part I
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III
Did the organization report an amount in Part X, line 21, for escrow or custodial account liability, serve as a
custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or
debt negotiation services? If "Yes," complete Schedule D, Part IV
Did the organization, directly or through a related organization, hold assets in temporarily restricted
endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part V
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI,
VII, VIII, IX, or X as applicable.
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes,"
complete Schedule D, Part VI
Did the organization report an amount for investments-other securities in Part X, line 12 that is 5% or more
of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII
Did the organization report an amount for investments-program related in Part X, line 13 that is 5% or more
of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets
reported in Part X, line 16? If "Yes," complete Schedule D, Part IX
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X
5
6
7
8
9
10
11
a
b
c
d
Page
3
Checklist of Required Schedules
e
f 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)? If "Yes," complete Schedule D, Part X
12 a 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
14 a 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
15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or
for any foreign organization? If "Yes," complete Schedule F, Parts II and IV
16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other
assistance to or for foreign individuals? If "Yes," complete Schedule F, Parts III and IV
17 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on
Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)
18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on
Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II
19 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a?
If "Yes," complete Schedule G, Part III
Yes
1
2
X
X
X
3
4
No
X
5
6
X
7
X
8
X
9
X
10
X
11a
X
11b
X
11c
X
X
11d
11e
X
11f
X
X
12a
12b
13
14a
X
X
X
14b
X
15
X
16
X
17
X
18
X
19
Form
X
990 (2015)
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LIGHTHOUSE GUILD INTERNATIONAL, INC.
Part IV
20 a
b
21
22
24 a
b
c
d
25 a
b
27
28
a
b
c
29
30
31
32
33
34
35 a
b
38
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
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
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on
Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts I and III
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the
organization's current and former officers, directors, trustees, key employees, and highest compensated
employees? If "Yes," complete Schedule J
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? If "Yes," answer lines 24b
through 24d and complete Schedule K. If "No," go to line 25a
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?
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
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
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any
current or former officers, directors, trustees, key employees, highest compensated employees, or
disqualified persons? If "Yes," complete Schedule L, Part II
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? If "Yes," complete Schedule L, Part III
Was the organization a party to a business transaction with one of the following parties (see Schedule L,
Part IV instructions for applicable filing thresholds, conditions, and exceptions):
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete
Schedule L, Part IV
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? If "Yes," complete Schedule L, Part IV
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified
conservation contributions? If "Yes," complete Schedule M
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes,"
complete Schedule N, Part II
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations
sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III,
or IV, and Part V, line 1
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
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
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable
related organization? If "Yes," complete Schedule R, Part V, line 2
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? If "Yes," complete Schedule R,
Part VI
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and
19? Note. All Form 990 filers are required to complete Schedule O.
26
37
Checklist of Required Schedules (continued)
23
36
46-4215298
Form 990 (2015)
Page
Yes
X
X
22
23
No
X
20a
20b
21
4
X
X
24a
24b
24c
24d
25a
X
25b
X
26
X
27
X
28a
X
28b
X
28c
29
X
X
30
X
31
X
32
X
33
X
34
35a
X
X
35b
36
X
37
X
38
Form
X
990
(2015)
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43
0.
102
X
X
LIGHTHOUSE GUILD INTERNATIONAL, INC.
Form 990 (2015)
Part V
46-4215298
Page
Yes
1a
1 a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable
1b
b Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable
c Did the organization comply with backup withholding rules for reportable payments to vendors and
reportable gaming (gambling) winnings to prize winners?
2 a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax
2a
Statements, filed for the calendar year ending with or within the year covered by this return
b If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
3 a Did the organization have unrelated business gross income of $1,000 or more during the year?
b If "Yes," has it filed a Form 990-T for this year? If "No" to line 3b, provide an explanation in Schedule O
4 a 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)?
b If “Yes,” enter the name of the foreign country:
5a
b
c
6a
b
7
a
b
c
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts
(FBAR).
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
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?
If "Yes," did the organization include with every solicitation an express statement that such contributions or
gifts were not tax deductible?
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?
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?
7d
If "Yes," indicate the number of Forms 8282 filed during the year
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?
d
e
f
g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?
h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?
8 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?
9 Sponsoring organizations maintaining donor advised funds.
a Did the sponsoring organization make any taxable distributions under section 4966?
b Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?
10 Section 501(c)(7) organizations. Enter:
10a
a Initiation fees and capital contributions included on Part VIII, line 12
10b
b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
11
Section 501(c)(12) organizations. Enter:
11a
a Gross income from members or shareholders
b Gross income from other sources (Do not net amounts due or paid to other sources
11b
against amounts due or received from them.)
12 a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12b
b If "Yes," enter the amount of tax-exempt interest received or accrued during the year
13 Section 501(c)(29) qualified nonprofit health insurance issuers.
a 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.
b Enter the amount of reserves the organization is required to maintain by the states in which
13b
the organization is licensed to issue qualified health plans
13c
c Enter the amount of reserves on hand
14 a Did the organization receive any payments for indoor tanning services during the tax year?
b If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O
JSA
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Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V
0025LA 1592 11/15/2016 8:58:11 AM
1c
2b
3a
3b
4a
X
5a
5b
5c
X
X
6a
X
6b
7a
7b
3071114
X
X
7c
X
7e
7f
7g
7h
X
X
8
9a
9b
12a
13a
14a
14b
Form
V 15-7F
No
X
990 (2015)
PAGE 5
LIGHTHOUSE GUILD INTERNATIONAL, INC.
46-4215298
Page 6
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No"
Form 990 (2015)
Part VI
response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI
X
Section A. Governing Body and Management
Yes
1a Enter the number of voting members of the governing body at the end of the tax year
1a
No
37
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 in Schedule O.
35
1b
b Enter the number of voting members included in line 1a, above, who are independent
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with
any other officer, director, trustee, or key employee?
3
Did the organization delegate control over management duties customarily performed by or under the direct
supervision of officers, directors, or trustees, or key employees to a management company or other person?
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
5
Did the organization become aware during the year of a significant diversion of the organization's assets?
6
Did the organization have members or stockholders?
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?
8
Did the organization contemporaneously document the meetings held or written actions undertaken during
the year by the following:
a The governing body?
b Each committee with authority to act on behalf of the governing body?
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at
the organization's mailing address? If "Yes," provide the names and addresses in Schedule O
X
2
3
4
5
6
X
X
X
X
7a
X
7b
X
8a
8b
X
X
X
9
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
10 a 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?
11 a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
b Describe in Schedule O the process, if any, used by the organization to review this Form 990.
12 a 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 in Schedule O how this was done
13
Did the organization have a written whistleblower policy?
14
Did the organization have a written document retention and destruction policy?
15
Did the process for determining compensation of the following persons include a review and approval by
independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a The organization's CEO, Executive Director, or top management official
b Other officers or key employees of the organization
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16 a 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?
Section C. Disclosure
ATTACHMENT 2
Yes
X
10a
10b
11a
X
12a
X
12b
X
12c
13
14
X
X
X
15a
15b
X
X
16a
No
X
16b
17
18
List the states with which a copy of this Form 990 is required to be filed
Section 6104 requires an organization to make its Forms 1023 (or 1024 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.
X Upon request
Own website
Another's website
Other (explain in Schedule O)
19
Describe in 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:
20
CHRISTINA WONG, CFO 15 WEST 65TH STREET NEW YORK, NY 10023
212-769-6273
JSA
5E1042 1.000
0025LA 1592 11/15/2016 8:58:11 AM
Form
V 15-7F
3071114
990 (2015)
PAGE 6
LIGHTHOUSE GUILD INTERNATIONAL, INC.
46-4215298
Page 7
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and
Independent Contractors
X
Check if Schedule O contains a response or note to any line in this Part VII
Form 990 (2015)
Part VII
Section A.
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
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 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 and/or Box 7 of Form 1099-MISC) 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.
List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(C)
(A)
Name and Title
Position
(B)
Former
Highest compensated
employee
.10
.90
.10
.80
21.30
29.70
.10
.80
.10
.80
.10
.80
.10
.80
18.70
31.30
.10
.80
.10
.80
.10
.10
.10
Key employee
CHAIRMAN
(2) JOSEPH A. RIPP
VICE CHAIRMAN
(3) ALAN R. MORSE
PRESIDENT & CEO
(4) SARAH E. SMITH
TREASURER
(5) ROBERT B. OKUN
SECRETARY
(6) LAWRENCE E. GOLDSCHMIDT
DEPUTY CHAIR
(7) JONATHAN M. WAINWRIGHT
DEPUTY CHAIR
(8) MARK G. ACKERMANN
EXECUTIVE VP & COO
(9) PAULINE RAIFF
DIRECTOR
(10) RONALD G. WEINER
DEPUTY CHAIR
(11) KIM ALFONSO
DIRECTOR
(12) RACHEL Z. BRIER
DIRECTOR
(13) CHARLES S. COHEN
DIRECTOR
(14) MARIOS DAMIANIDES
DIRECTOR
Officer
(1) JAMES M. DUBIN
Institutional trustee
Individual trustee
or director
(do not check more than one
Average
box, unless person is both an
hours per
week (list any officer and a director/trustee)
hours for
related
organizations
below dotted
line)
(D)
(E)
Reportable
Reportable
compensation
compensation from
from
related
the
organizations
organization
(W-2/1099-MISC)
(W-2/1099-MISC)
(F)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
X
X
0.
0.
0.
X
X
0.
0.
0.
X
X
572,517.
766,705.
171,015.
X
X
0.
0.
0.
X
X
0.
0.
0.
X
X
0.
0.
0.
X
X
0.
0.
0.
X
X
273,868.
456,445.
166,727.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
.10
.10
.80
0.
Form
JSA
5E1041 1.000
0025LA 1592 11/15/2016 8:58:11 AM
V 15-7F
3071114
990
(2015)
PAGE 7
LIGHTHOUSE GUILD INTERNATIONAL, INC.
46-4215298
Form 990 (2015)
Part VII
Page
(A)
Name and title
(B)
(C)
Average
Position
(do not check more than one
box, unless person is both an
officer and a director/trustee)
hours per
week (list any
hours for
Former
Highest compensated
employee
Key employee
( 15) DONALD J. D'AMICO
DIRECTOR
( 16) HENRY P. DAVIDSON II
DIRECTOR
( 17) JACK M. DODICK
DIRECTOR
( 18) CAROL T. FINLEY
DIRECTOR
( 19) RICK FRIEDBERG
DIRECTOR
( 20) THOMAS S.T. GIMBEL
DIRECTOR
( 21) STEPHANIE GOLDMAN-PITTEL
DIRECTOR
( 22) DAVID R. GREENBAUM
DIRECTOR
( 23) SHARON HANDLER-LOEB
DIRECTOR
( 24) KARIN HEHENBERGER
DIRECTOR-THROUGH 3/2015
( 25) TRAVIS S. HOWE
DIRECTOR
Officer
line)
Institutional trustee
below dotted
Individual trustee
or director
related
organizations
(D)
(E)
Reportable
Reportable
compensation
compensation from
from
related
the
organizations
organization
(W-2/1099-MISC)
(W-2/1099-MISC)
(F)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
.10
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
337,742.
855,168.
1,192,910.
.10
.10
.10
.10
.10
.10
.10
.10
.10
.10
1b
c
d
2
846,385. 1,223,150.
Sub-total
847,706. 3,186,629.
Total from continuation sheets to Part VII, Section A
1,694,091. 4,409,779.
Total (add lines 1b and 1c)
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of
reportable compensation from the organization
7
3
Did the organization list any former officer, director, or trustee, key employee, or highest compensated
employee on line 1a? If "Yes," complete Schedule J for such individual
3
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the
organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such
individual
4
4
Yes No
X
X
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual
for services rendered to the organization? If “Yes,” complete Schedule J for such person
5
Section B. Independent Contractors
1 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.
5
8
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and business address
(B)
Description of services
X
(C)
Compensation
ATTACHMENT 3
2
Total number of independent contractors (including but not limited to those listed above) who received
more than $100,000 in compensation from the organization
14
JSA
5E1055 1.000
0025LA 1592 11/15/2016 8:58:11 AM
V 15-7F
Form
3071114
990 (2015)
PAGE 8
LIGHTHOUSE GUILD INTERNATIONAL, INC.
46-4215298
Form 990 (2015)
Part VII
Page
(A)
Name and title
(B)
(C)
Average
Position
(do not check more than one
box, unless person is both an
officer and a director/trustee)
hours per
week (list any
hours for
Former
Highest compensated
employee
Key employee
( 26) NEIL S. JANOVIC
DIRECTOR
( 27) RAJIVE JOHRI
DIRECTOR-THROUGH 3/2015
( 28) THOMAS G. KAHN
DIRECTOR
( 29) FRANCINE LEINHARDT
DIRECTOR
( 30) DAVID MALKIN
DIRECTOR
( 31) RICHARD MARFUGGI
DIRECTOR
( 32) ANDREW H. MARKS
DIRECTOR
( 33) SUSAN MENDIK TARKINOW
DIRECTOR
( 34) DOROTHY M. PHILIPS
DIRECTOR
( 35) AMELIA QUIST OGUNLESI
DIRECTOR
( 36) JANE RITTMASTER
DIRECTOR-THROUGH 2/2015
Officer
line)
Institutional trustee
below dotted
Individual trustee
or director
related
organizations
(D)
(E)
Reportable
Reportable
compensation
compensation from
from
related
the
organizations
organization
(W-2/1099-MISC)
(W-2/1099-MISC)
(F)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
.10
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
.10
.10
.10
.10
.10
.10
.10
.10
.10
.10
1b
c
d
2
Sub-total
Total from continuation sheets to Part VII, Section A
Total (add lines 1b and 1c)
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of
reportable compensation from the organization
7
3
Did the organization list any former officer, director, or trustee, key employee, or highest compensated
employee on line 1a? If "Yes," complete Schedule J for such individual
3
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the
organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such
individual
4
4
Yes No
X
X
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual
for services rendered to the organization? If “Yes,” complete Schedule J for such person
5
Section B. Independent Contractors
1 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.
5
(A)
Name and business address
2
8
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(B)
Description of services
X
(C)
Compensation
Total number of independent contractors (including but not limited to those listed above) who received
more than $100,000 in compensation from the organization
JSA
5E1055 1.000
0025LA 1592 11/15/2016 8:58:11 AM
V 15-7F
Form
3071114
990 (2015)
PAGE 9
LIGHTHOUSE GUILD INTERNATIONAL, INC.
46-4215298
Form 990 (2015)
Part VII
Page
(A)
Name and title
(B)
(C)
Average
Position
(do not check more than one
box, unless person is both an
officer and a director/trustee)
hours per
week (list any
hours for
Former
Highest compensated
employee
Key employee
( 37) CAROL V. SCHWARTZ
DIRECTOR
( 38) DENNIS B. SPRUNG
DIRECTOR
( 39) ANN D. THIVIERGE
DIRECTOR
( 40) LAWRENCE A. YANNUZZI
DIRECTOR
( 41) CHARLES BLUM
SENIOR VP & GENERAL COUNSEL
( 42) KELLYANNE CAIVANO
ASSISTANT TREASURER
( 43) IRMA EVANS
ASSISTANT SECRETARY
( 44) ELLIOT J. HAGLER
EXECUTIVE VP & CFO
( 45) ROBERT HOAK
SVP DEVELOPMENT-THROUGH 6/30
( 46) WANDA FIGUEROA-KILROY
EXECUTIVE VP, MANAGED CARE
( 47) BRUCE MASTALINSKI
SVP & CHIEF COMPLIANCE OFFICER
Officer
line)
Institutional trustee
below dotted
Individual trustee
or director
related
organizations
(D)
(E)
Reportable
Reportable
compensation
compensation from
from
related
the
organizations
organization
(W-2/1099-MISC)
(W-2/1099-MISC)
(F)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
.10
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
0.
0.
0.
X
28,414.
342,320.
79,829.
X
24,357.
268,543.
49,462.
X
25,805.
43,010.
18,447.
X
34,038.
375,268.
121,744.
X
268,322.
0.
120,705.
X
0.
566,659.
80,024.
X
42,631.
323,856.
56,812.
.10
.10
.10
3.00
37.00
3.30
36.70
13.10
21.90
3.30
36.70
39.10
.90
.10
39.90
4.60
35.40
1b
c
d
2
Sub-total
Total from continuation sheets to Part VII, Section A
Total (add lines 1b and 1c)
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of
reportable compensation from the organization
7
3
Did the organization list any former officer, director, or trustee, key employee, or highest compensated
employee on line 1a? If "Yes," complete Schedule J for such individual
3
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the
organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such
individual
4
4
Yes No
X
X
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual
for services rendered to the organization? If “Yes,” complete Schedule J for such person
5
Section B. Independent Contractors
1 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.
5
(A)
Name and business address
2
8
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(B)
Description of services
X
(C)
Compensation
Total number of independent contractors (including but not limited to those listed above) who received
more than $100,000 in compensation from the organization
JSA
5E1055 1.000
0025LA 1592 11/15/2016 8:58:11 AM
V 15-7F
Form
3071114
990 (2015)
PAGE 10
LIGHTHOUSE GUILD INTERNATIONAL, INC.
46-4215298
Form 990 (2015)
Part VII
Page
(A)
Name and title
(B)
(C)
Average
Position
(do not check more than one
box, unless person is both an
officer and a director/trustee)
hours per
week (list any
hours for
Former
Highest compensated
employee
39.10
.90
29.90
5.10
17.90
22.10
2.30
37.70
2.00
33.00
3.50
31.50
3.50
31.50
2.00
33.00
2.90
32.10
Key employee
( 48) LYNN ROTHSTEIN
SVP DEVELOPMENT-EFFECTIVE 9/01
( 49) SARAH SPICEHANDLER
ASSISTANT SECRETARY
( 50) MAURA SWEENEY
SVP PROGRAMS & SERVICES
( 51) CATHLEEN WIRTS
CHIEF STRATEGY OFFICER
( 52) ROY COLE
DIRECTOR VISION PROGRAM DEV.
( 53) MELISSA ROSENBAUM
VP HUMAN RESOURCES
( 54) LISA FERFOGLIA
HR & SITE ADMINISTRATOR
( 55) ANNEMARIE O'HEARN
VP COMMUNITY HEALTH
( 56) SARA PITTERMAN
AVP FINANCE
Officer
line)
Institutional trustee
below dotted
Individual trustee
or director
related
organizations
(D)
(E)
Reportable
Reportable
compensation
compensation from
from
related
the
organizations
organization
(W-2/1099-MISC)
(W-2/1099-MISC)
(F)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
X
97,922.
0.
3,900.
X
72,698.
12,329.
39,769.
X
168,858.
206,382.
54,398.
X
16,158.
260,044.
58,113.
X
10,247.
164,916.
18,146.
X
18,410.
167,132.
83,151.
X
16,300.
147,980.
25,749.
X
9,584.
154,246.
21,181.
X
13,962.
153,944.
23,738.
1b
c
d
2
Sub-total
Total from continuation sheets to Part VII, Section A
Total (add lines 1b and 1c)
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of
reportable compensation from the organization
7
3
Did the organization list any former officer, director, or trustee, key employee, or highest compensated
employee on line 1a? If "Yes," complete Schedule J for such individual
3
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the
organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such
individual
4
4
Yes No
X
X
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual
for services rendered to the organization? If “Yes,” complete Schedule J for such person
5
Section B. Independent Contractors
1 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.
5
(A)
Name and business address
2
8
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(B)
Description of services
X
(C)
Compensation
Total number of independent contractors (including but not limited to those listed above) who received
more than $100,000 in compensation from the organization
JSA
5E1055 1.000
0025LA 1592 11/15/2016 8:58:11 AM
V 15-7F
Form
3071114
990 (2015)
PAGE 11
Part VIII
Contributions, Gifts, Grants
Program Service Revenue and Other Similar Amounts
Check if Schedule O contains a response or note to any line in this Part VIII
Federated campaigns
1a
b
Membership dues
1b
c
1a
Fundraising events
1c
d
Related organizations
1d
e
Government grants (contributions)
1e
f
All other contributions, gifts, grants,
(B)
Related or
exempt
function
revenue
(A)
Total revenue
(C)
Unrelated
business
revenue
Page
9
(D)
Revenue
excluded from tax
under sections
512-514
4,131,938.
6,415.
Noncash contributions included in lines 1a-1f: $
Total. Add lines 1a-1f
6,257,358.
Business Code
2a
b
c
d
e
f
g
All other program service revenue
Total. Add lines 2a-2f
Investment
3
income
(including
dividends,
Income from investment of tax-exempt bond proceeds
Royalties
(i) Real
6a
Less: rental expenses
c
d
Rental income or (loss)
Net rental income or (loss)
Gross amount from sales of
(i) Securities
8a
6,888.
Less: cost or other basis
Gain or (loss)
Net gain or (loss)
0.
(ii) Other
and sales expenses
c
d
0.
6,888.
(ii) Personal
assets other than inventory
b
0.
Gross rents
b
7a
0.
interest,
and other similar amounts)
4
5
Other Revenue
46-4215298
2,125,420.
1f
and similar amounts not included above
g
h
LIGHTHOUSE GUILD INTERNATIONAL, INC.
Statement of Revenue
Form 990 (2015)
0.
Gross income from fundraising
events (not including $
2,125,420.
of contributions reported on line 1c).
a
242,700.
b
Less: direct expenses
Net income or (loss) from fundraising events
460,045.
See Part IV, line 18
b
c
9a
b
c
10a
b
c
Gross income from gaming activities.
See Part IV, line 19
11a
b
0.
Business Code
23,746.
23,746.
MISCELLANEOUS
18,188.
18,188.
c
All other revenue
e
Total. Add lines 11a-11d
Total revenue. See instructions.
JSA
5E1051 1.000
a
RENTAL OF MAILING LIST
d
12
0.
less
b
Less: cost of goods sold
Net income or (loss) from sales of inventory
Miscellaneous Revenue
-217,345.
a
b
Less: direct expenses
Net income or (loss) from gaming activities
Gross sales
of
inventory,
returns and allowances
-217,345.
0025LA 1592 11/15/2016 8:58:11 AM
V 15-7F
41,934.
6,088,835.
41,934.
-210,457.
Form
3071114
990 (2015)
PAGE 12
LIGHTHOUSE GUILD INTERNATIONAL, INC.
Part IX Statement of Functional Expenses
Form 990 (2015)
46-4215298
Page
10
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Check if Schedule O contains a response or note to any line in this Part IX
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
1 Grants and other assistance to domestic organizations
10,000.
and domestic governments. See Part IV, line 21
2 Grants and other assistance
individuals. See Part IV, line 22
to
10,000.
domestic
0.
3 Grants and other assistance to foreign
organizations, foreign governments, and foreign
individuals. See Part IV, lines 15 and 16
0.
0.
4 Benefits paid to or for members
5 Compensation of current officers, directors,
trustees, and key employees
2,016,191.
1,505,758.
510,433.
0.
1,515,255.
690,405.
824,850.
144,890.
183,485.
210,434.
92,368.
13,598.
94,966.
52,522.
169,887.
115,468.
29,026.
19,493.
85,380.
525.
6 Compensation not included above, to disqualified
persons (as defined under section 4958(f)(1)) and
persons described in section 4958(c)(3)(B)
7 Other salaries and wages
8 Pension plan accruals and contributions (include
section 401(k) and 403(b) employer contributions)
9 Other employee benefits
Payroll taxes
10
Fees for services (non-employees):
a Management
11
b Legal
0.
29,551.
19,493.
85,380.
319,800.
0.
c Accounting
d Lobbying
e Professional fundraising services. See Part IV, line 17
f Investment management fees
g Other.
319,800.
(If line 11g amount exceeds 10% of line 25, column
(A) amount, list line 11g expenses on Schedule O.)
12
Advertising and promotion
13
Office expenses
14
Information technology
15
Royalties
16
Occupancy
17
Travel
18
Payments of travel or entertainment expenses
for any federal, state, or local public officials
19
Conferences, conventions, and meetings
20
Interest
21
Payments to affiliates
22
Depreciation, depletion, and amortization
23
Insurance
24
Other
expenses.
Itemize
expenses
not
478,234.
80,373.
1,066,598.
224,549.
0.
985,862.
86,309.
5,428.
0.
7,438.
18,975.
0.
33,510.
61,352.
270,542.
33,537.
258,914.
224,549.
202,264.
46,836.
807,684.
450,645.
68,207.
535,217.
18,102.
4,395.
18,975.
3,043.
19,808.
57,118.
13,702.
4,234.
covered
above (List miscellaneous expenses in line 24e. If
line 24e amount exceeds 10% of line 25, column
(A) amount, list line 24e expenses on Schedule O.)
a BAD
DEBTS
OF MAILING LISTS
10,000.
67,735.
b RENTAL
10,000.
67,735.
c
d
e All other expenses
25 Total functional expenses. Add lines 1 through 24e
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
if
following SOP 98-2 (ASC 958-720)
7,655,414.
15,428.
3,702,302.
0.
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3,937,684.
Form
V 15-7F
3071114
990
(2015)
PAGE 13
LIGHTHOUSE GUILD INTERNATIONAL, INC.
Net Assets or Fund Balances
Liabilities
Assets
Part X
Page
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part X
1
2
3
4
5
Cash - non-interest-bearing
Savings and temporary cash investments
Pledges and grants receivable, net
Accounts receivable, net
Loans and other receivables from current and former officers, directors,
trustees, key employees, and highest compensated employees.
Complete Part II of Schedule L
6
Loans and other receivables from other disqualified persons (as defined under section
4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers
and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary
organizations (see instructions). Complete Part II of Schedule L
27
28
29
Unrestricted net assets
Temporarily restricted net assets
Permanently restricted net assets
Organizations that do not follow SFAS 117 (ASC 958), check here
complete lines 30 through 34.
30
31
32
33
34
(A)
Beginning of year
Capital stock or trust principal, or current funds
Paid-in or capital surplus, or land, building, or equipment fund
Retained earnings, endowment, accumulated income, or other funds
Total net assets or fund balances
Total liabilities and net assets/fund balances
11
(B)
End of year
489,211.
0.
166,000.
0.
Notes and loans receivable, net
Inventories for sale or use
Prepaid expenses and deferred charges
Land, buildings, and equipment: cost or
11,052,904.
10a
other basis. Complete Part VI of Schedule D
8,028,449.
10b
b Less: accumulated depreciation
11
Investments - publicly traded securities
12
Investments - other securities. See Part IV, line 11
13
Investments - program-related. See Part IV, line 11
14
Intangible assets
15
Other assets. See Part IV, line 11
16
Total assets. Add lines 1 through 15 (must equal line 34)
Accounts payable and accrued expenses
17
Grants payable
18
Deferred revenue
19
Tax-exempt bond liabilities
20
Escrow or custodial account liability. Complete Part IV of Schedule D
21
Loans and other payables to current and former officers, directors,
22
trustees, key employees, highest compensated employees, and
disqualified persons. Complete Part II of Schedule L
Secured mortgages and notes payable to unrelated third parties
23
Unsecured notes and loans payable to unrelated third parties
24
Other liabilities (including federal income tax, payables to related third
25
parties, and other liabilities not included on lines 17-24). Complete Part X
of Schedule D
Total liabilities. Add lines 17 through 25
26
X and
Organizations that follow SFAS 117 (ASC 958), check here
complete lines 27 through 29, and lines 33 and 34.
7
8
9
10 a
46-4215298
Form 990 (2015)
1
2
3
4
2,056,992.
0.
51,453.
0.
0. 5
0.
0.
0.
0.
0.
6
7
8
9
0.
0.
0.
417,023.
0. 10c
0. 11
0. 12
0. 13
0. 14
0. 15
655,211. 16
0. 17
0. 18
0. 19
0. 20
0. 21
3,024,455.
0.
0.
0.
0.
30,000.
5,579,923.
1,659,486.
0.
0.
0.
0.
0. 22
0. 23
0. 24
0.
0.
0.
4,890,470. 25
4,890,470. 26
15,107,428.
16,766,914.
-4,401,259. 27
166,000. 28
0. 29
-13,732,937.
2,545,946.
0.
and
30
31
32
-4,235,259. 33
655,211. 34
-11,186,991.
5,579,923.
Form 990 (2015)
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PAGE 14
6,088,835.
X
7,655,414.
-1,566,579.
-4,235,259.
0.
0.
0.
0.
-5,385,153.
-11,186,991.
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII X
LIGHTHOUSE GUILD INTERNATIONAL, INC.
46-4215298
Form 990 (2015)
Part XI
1
2
3
4
5
6
7
8
9
10
Page
Total revenue (must equal Part VIII, column (A), line 12)
Total expenses (must equal Part IX, column (A), line 25)
Revenue less expenses. Subtract line 2 from line 1
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A))
Net unrealized gains (losses) on investments
Donated services and use of facilities
Investment expenses
Prior period adjustments
Other changes in net assets or fund balances (explain in Schedule O)
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line
33, column (B))
Part XII
12
Reconciliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI
1
2
3
4
5
6
7
8
9
10
X Accrual
Accounting method used to prepare the Form 990:
Cash
Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2 a 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:
1
Separate basis
Consolidated basis
X Consolidated basis
No
X
2a
Both consolidated and separate basis
b Were the organization's financial statements audited by an independent accountant?
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
Yes
2b
X
2c
X
Both consolidated and separate basis
c 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?
If the organization changed either its oversight process or selection process during the tax year, explain in
Schedule O.
3 a 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 in Schedule O and describe any steps taken to undergo such audits.
X
3a
3b
Form
990
(2015)
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PAGE 15
SCHEDULE A
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Name of the organization
Public Charity Status and Public Support
OMB No. 1545-0047
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
Open to Public
Inspection
Employer identification number
LIGHTHOUSE GUILD INTERNATIONAL, INC.
46-4215298
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
Part I
The organization is not a private foundation because it is: (For lines 1 through 11, 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 or 990-EZ).)
2
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
3
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the
4
hospital's name, city, and state:
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in
5
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 X 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.)
8
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9
An organization that normally receives: (1) more than 33 1/3 % 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 33 1/3 % 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.)
10
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
11
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 in lines 11a through 11d that describes the type of supporting organization and complete lines 11e, 11f, and 11g.
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.
f Enter the number of supported organizations
g Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization
(described on lines 1-9
above (see instructions))
(iv) Is the organization
listed in your governing
document?
Yes
(v) Amount of monetary
support (see
instructions)
(vi) Amount of
other support (see
instructions)
No
(A)
(B)
(C)
(D)
(E)
Total
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
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LIGHTHOUSE GUILD INTERNATIONAL, INC.
46-4215298
Schedule A (Form 990 or 990-EZ) 2015
Page
Part II
2
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.)
Section A. Public Support
1
2
Calendar year (or fiscal year beginning in)
Gifts,
grants,
contributions,
and
membership fees received. (Do not
include any "unusual grants.")
(b) 2012
0.
(c) 2013
0.
(d) 2014
0.
(e) 2015
6,443,127.
6,257,358.
(f) Total
12,700,485.
Tax
revenues
levied
for
the
organization's benefit and either paid
to or expended on its behalf
3
The value of services or facilities
furnished by a governmental unit to the
organization without charge
4
Total. Add lines 1 through 3
5
The portion of total contributions by
each
person
(other
than
a
governmental
unit
or
publicly
supported organization) included on
line 1 that exceeds 2% of the amount
shown on line 11, column (f)
Public support. Subtract line 5 from line 4.
6
(a) 2011
0.
0.
6,443,127.
6,257,358.
12,700,485.
2,460,078.
10,240,407.
Section B. Total Support
Calendar year (or fiscal year beginning in)
7
8
9
Amounts from line 4
(a) 2011
(b) 2012
(c) 2013
(d) 2014
(e) 2015
(f) Total
6,443,127.
6,257,358.
12,700,485.
800.
6,888.
7,688.
Gross income from interest, dividends,
payments received on securities loans,
rents, royalties and income from similar
sources
Net income from unrelated business
activities, whether or not the business
is regularly carried on
0.
Section C. Computation of Public Support Percentage
10
Other income. Do not include gain or
loss from the sale of capital assets
(Explain in Part VI.) ATCH 1
11
12
Total support. Add lines 7 through 10
13
First five 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
30,539.
41,934.
72,473.
12,780,646.
Gross receipts from related activities, etc. (see instructions)
12
14
14 Public support percentage for 2015 (line 6, column (f) divided by line 11, column (f))
15
15 Public support percentage from 2014 Schedule A, Part II, line 14
16a 33 1/3 % support test - 2015. If the organization did not check the box on line 13, and line 14 is 33 1/3 % or more, check
this box and stop here. The organization qualifies as a publicly supported organization
b 33 1/3 % support test - 2014. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3 % or more,
check this box and stop here. The organization qualifies as a publicly supported organization
17a 10%-facts-and-circumstances test - 2015. 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
b 10%-facts-and-circumstances test - 2014. 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
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
X
%
%
Schedule A (Form 990 or 990-EZ) 2015
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LIGHTHOUSE GUILD INTERNATIONAL, INC.
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Schedule A (Form 990 or 990-EZ) 2015
Page
3
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 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.)
Section A. Public Support
Part III
Calendar year (or fiscal year beginning in)
1
(a) 2011
(b) 2012
(c) 2013
(d) 2014
(e) 2015
(f) Total
(a) 2011
(b) 2012
(c) 2013
(d) 2014
(e) 2015
(f) Total
Gifts, grants, contributions, and membership fees
received. (Do not include any "unusual grants.")
2
Gross receipts from admissions, merchandise
sold
or
services
performed,
or
facilities
furnished in any activity that is related to the
organization's tax-exempt purpose
3
Gross receipts from activities that are not an
unrelated trade or business under section 513
4
Tax
revenues
levied
for
the
organization's benefit and either paid
to or expended on its behalf
5
The
value
of
services
or
facilities
furnished by a governmental unit to the
organization without charge
6
Total. Add lines 1 through 5
7 a Amounts included on lines 1, 2, and 3
received from disqualified persons
b Amounts included on lines 2 and 3
Section B. Total Support
received
from
other than
disqualified
persons that exceed the greater of $5,000
or 1% of the amount on line 13 for the year
8
c Add lines 7a and 7b
Public support. (Subtract line 7c from
line 6.)
Calendar year (or fiscal year beginning in)
9 Amounts from line 6
10 a Gross income from interest, dividends,
payments received on securities loans,
rents, royalties and income from similar
sources
b Unrelated business taxable income (less
section 511
taxes) from businesses
acquired after June 30, 1975
c Add lines 10a and 10b
11
12
Net income from unrelated business
activities not included in line 10b,
whether or not the business is regularly
carried on
Other income. Do not include gain or
loss from the sale of capital assets
(Explain in Part VI.)
13
Total support. (Add lines 9, 10c, 11,
14
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3)
and 12.)
organization, check this box and stop here
Section C. Computation of Public Support Percentage
15
Public support percentage for 2015 (line 8, column (f) divided by line 13, column (f))
15
16
Public support percentage from 2014 Schedule A, Part III, line 15
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2015 (line 10c, column (f) divided by line 13, column (f))
17
18
Investment income percentage from 2014 Schedule A, Part III, line 17
18
19 a 33 1/3 % support tests - 2015. If the organization did not check the box on line 14, and line 15 is more than 33 1/3 %, and line
17 is not more than 33 1/3 %, check this box and stop here. The organization qualifies as a publicly supported organization
b 33 1/3 % support tests - 2014. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3 %, and
20
line 18 is not more than 33 1/3 %, check this box and stop here. The organization qualifies as a publicly supported organization
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
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%
%
%
%
Schedule A (Form 990 or 990-EZ) 2015
V 15-7F
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PAGE 18
LIGHTHOUSE GUILD INTERNATIONAL, INC.
46-4215298
Page 4
Supporting Organizations
(Complete only if you checked a box in line 11 of Part I. If you checked 11a of Part I, complete Sections A
and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete
Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes No
Schedule A (Form 990 or 990-EZ) 2015
Part IV
1
2
3a
b
c
4a
b
c
5a
b
c
Are all of the organization’s supported organizations listed by name in the organization’s governing
documents? If "No," describe in Part VI how the supported organizations are designated. If designated by
class or purpose, describe the designation. If historic and continuing relationship, explain.
1
Did the organization have any supported organization that does not have an IRS determination of status
under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported
organization was described in section 509(a)(1) or (2).
2
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer
(b) and (c) below.
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and
satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the
organization made the determination.
3b
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B)
purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
Was any supported organization not organized in the United States ("foreign supported organization")? If
"Yes," and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign
supported organization? If "Yes," describe in Part VI how the organization had such control and discretion
despite being controlled or supervised by or in connection with its supported organizations.
4b
Did the organization support any foreign supported organization that does not have an IRS determination
under sections 501(c)(3) and 509(a)(1) or (2)? If "Yes," explain in Part VI what controls the organization used
to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B)
purposes.
4c
Did the organization add, substitute, or remove any supported organizations during the tax year? If "Yes,"
answer (b) and (c) 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).
5a
Type I or Type II only. Was any added or substituted supported organization part of a class already
designated in the organization's organizing document?
Substitutions only. Was the substitution the result of an event beyond the organization's control?
3a
5b
5c
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to
6
anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited
by one or more of its supported organizations, or (iii) other supporting organizations that also support or
7
8
9a
b
c
10 a
b
benefit one or more of the filing organization’s supported organizations? If "Yes," provide detail in Part VI.
6
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor
(defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with
regard to a substantial contributor? If "Yes," complete Part I of Schedule L (Form 990 or 990-EZ).
7
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7?
If "Yes," complete Part I of Schedule L (Form 990 or 990-EZ).
Was the organization controlled directly or indirectly at any time during the tax year by one or more
disqualified persons as defined in section 4946 (other than foundation managers and organizations described
in section 509(a)(1) or (2))? If "Yes," provide detail in Part VI.
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which
the supporting organization had an interest? If "Yes," provide detail in Part VI.
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit
from, assets in which the supporting organization also had an interest? If "Yes," provide detail in Part VI.
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 10b below.
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.)
8
9a
9b
9c
10a
10b
Schedule A (Form 990 or 990-EZ) 2015
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46-4215298
Schedule A (Form 990 or 990-EZ) 2015
Part IV
Page
5
Supporting Organizations (continued)
Yes No
11
a
b
c
Has the organization accepted a gift or contribution from any of the following persons?
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c)
below, the governing body of a supported organization?
A family member of a person described in (a) above?
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11a
11b
11c
Section B. Type I Supporting Organizations
Yes No
1
2
Did the directors, trustees, or membership of one or more supported organizations have the power to
regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the
tax year? If "No," describe in Part VI how the supported organization(s) effectively operated, supervised, or
controlled the organization’s activities. If the organization had more than one supported organization,
describe how the powers to appoint and/or remove directors or trustees were allocated among the supported
organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
Did the organization operate for the benefit of any supported organization other than the supported
organization(s) that operated, supervised, or controlled the supporting organization? If "Yes," explain in Part
VI how providing such benefit carried out the purposes of the supported organization(s) that operated,
supervised, or controlled the supporting organization.
2
Section C. Type II Supporting Organizations
Yes No
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
1
Section D. All Type III Supporting Organizations
Yes No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the
organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior
tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of
the organization’s governing documents in effect on the date of notification, to the extent not previously
provided?
1
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported
organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how
the organization maintained a close and continuous working relationship with the supported organization(s).
2
3
By reason of the relationship described in (2), did the organization’s supported organizations have a
significant voice in the organization’s investment policies and in directing the use of the organization’s
income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s
supported organizations played in this regard.
3
Section E. Type III Functionally-Integrated Supporting Organizations
1
a
b
c
2
a
b
3
a
b
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.
The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions).
Yes No
Activities Test. Answer (a) and (b) below.
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of
the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify
those supported organizations and explain how these activities directly furthered their exempt purposes,
how the organization was responsive to those supported organizations, and how the organization determined
that these activities constituted substantially all of its activities.
2a
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more
of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the
reasons for the organization’s position that its supported organization(s) would have engaged in these
activities but for the organization’s involvement.
2b
Parent of Supported Organizations. Answer (a) and (b) below.
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or
trustees of each of the supported organizations? Provide details in Part VI.
3a
Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each
of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
Schedule A (Form 990 or 990-EZ) 2015
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Schedule A (Form 990 or 990-EZ) 2015
Part V
Page
6
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. See instructions. All
other Type III non-functionally integrated supporting organizations must complete Sections A through E.
(B) Current Year
Section A - Adjusted Net Income
(A) Prior Year
(optional)
1 Net short-term capital gain
1
2
2 Recoveries of prior-year distributions
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)
7 Other expenses (see instructions)
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)
6
7
8
Section B - Minimum Asset Amount
(A) Prior Year
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
b Average monthly cash balances
c Fair market value of other non-exempt-use assets
d Total (add lines 1a, 1b, and 1c)
e Discount claimed for blockage or other
factors (explain in detail in Part VI):
2 Acquisition indebtedness applicable to non-exempt-use assets
3 Subtract line 2 from line 1d
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount,
see instructions).
5 Net value of non-exempt-use assets (subtract line 4 from line 3)
6 Multiply line 5 by .035
7 Recoveries of prior-year distributions
8 Minimum Asset Amount (add line 7 to line 6)
(B) Current Year
(optional)
1a
1b
1c
1d
2
3
4
5
6
7
8
Current Year
Section C - Distributable Amount
Adjusted net income for prior year (from Section A, line 8, Column A)
1
Enter 85% of line 1
2
Minimum asset amount for prior year (from Section B, line 8, Column A)
3
Enter greater of line 2 or line 3
4
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).
1
2
3
4
5
Schedule A (Form 990 or 990-EZ) 2015
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Schedule A (Form 990 or 990-EZ) 2015
Part V
Page
Section D - Distributions
1
2
3
4
5
6
7
8
9
10
Current Year
Amounts paid to supported organizations to accomplish exempt purposes
Amounts paid to perform activity that directly furthers exempt purposes of supported
organizations, in excess of income from activity
Administrative expenses paid to accomplish exempt purposes of supported organizations
Amounts paid to acquire exempt-use assets
Qualified set-aside amounts (prior IRS approval required)
Other distributions (describe in Part VI). See instructions.
Total annual distributions. Add lines 1 through 6.
Distributions to attentive supported organizations to which the organization is responsive
(provide details in Part VI). See instructions.
Distributable amount for 2015 from Section C, line 6
Line 8 amount divided by Line 9 amount
(i)
Excess Distributions
Section E - Distribution Allocations (see instructions)
1
2
7
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
(ii)
Underdistributions
Pre-2015
(iii)
Distributable
Amount for 2015
Distributable amount for 2015 from Section C, line 6
Underdistributions, if any, for years prior to 2015
(reasonable cause required-see instructions)
Excess distributions carryover, if any, to 2015:
3
a
b
c
d
e
f
g
h
i
j
4
a
b
c
5
6
7
8
a
b
c
d
e
From 2013
From 2014
Total of lines 3a through e
Applied to underdistributions of prior years
Applied to 2015 distributable amount
Carryover from 2010 not applied (see instructions)
Remainder. Subtract lines 3g, 3h, and 3i from 3f.
Distributions for 2015 from Section
D, line 7:
$
Applied to underdistributions of prior years
Applied to 2015 distributable amount
Remainder. Subtract lines 4a and 4b from 4.
Remaining underdistributions for years prior to 2015, if
any. Subtract lines 3g and 4a from line 2 (if amount
greater than zero, see instructions).
Remaining underdistributions for 2015. Subtract lines 3h
and 4b from line 1 (if amount greater than zero, see
instructions).
Excess distributions carryover to 2016. Add lines 3j
and 4c.
Breakdown of line 7:
Excess from 2013
Excess from 2014
Excess from 2015
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Schedule A (Form 990 or 990-EZ) 2015
Part VI
Page
8
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b;
and Part III, line 12. Also complete this part for any additional information. (See instructions).
ATTACHMENT 1
SCHEDULE A, PART II - OTHER INCOME
DESCRIPTION
2011
2012
2013
RENTAL OF MAILING LISTS
MISCELLANEOUS
TOTALS
2014
TOTAL
22,822.
23,746.
46,568.
7,717.
18,188.
25,905.
30,539.
41,934.
72,473.
Schedule A (Form 990 or 990-EZ) 2015
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Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
OMB No. 1545-0047
Schedule of Contributors
Attach to Form 990, Form 990-EZ, or Form 990-PF.
Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
Name of the organization
Employer identification number
LIGHTHOUSE GUILD INTERNATIONAL, INC.
46-4215298
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
X
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
X
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33 1/3 % support test of the
regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), 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, 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. Do not 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
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), 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 does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or 990-PF.
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
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Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Name of organization
LIGHTHOUSE GUILD INTERNATIONAL, INC.
Employer identification number
46-4215298
Part I
(a)
No.
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
1
$
2,469,090.
(d)
Type of contribution
Person
Payroll
Noncash
X
(Complete Part II for
noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
2
$
500,000.
(d)
Type of contribution
Person
Payroll
Noncash
X
(Complete Part II for
noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
3
$
141,700.
(d)
Type of contribution
Person
Payroll
Noncash
X
(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.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
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Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Name of organization
Page
3
Employer identification number
LIGHTHOUSE GUILD INTERNATIONAL, INC.
46-4215298
Part II
(a) No.
from
Part I
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(c)
FMV (or estimate)
(b)
Description of noncash property given
(see instructions)
(d)
Date received
$
(a) No.
from
Part I
(c)
FMV (or estimate)
(b)
Description of noncash property given
(see instructions)
(d)
Date received
$
(a) No.
from
Part I
(c)
FMV (or estimate)
(b)
Description of noncash property given
(see instructions)
(d)
Date received
$
(a) No.
from
Part I
(c)
FMV (or estimate)
(b)
Description of noncash property given
(see instructions)
(d)
Date received
$
(a) No.
from
Part I
(c)
FMV (or estimate)
(b)
Description of noncash property given
(see instructions)
(d)
Date received
$
(a) No.
from
Part I
(c)
FMV (or estimate)
(b)
Description of noncash property given
(see instructions)
(d)
Date received
$
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
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Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Name of organization
Part III
(a) No.
from
Part I
Page
4
Employer identification number
LIGHTHOUSE GUILD INTERNATIONAL, INC.
46-4215298
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.) $
Use duplicate copies of Part III if additional space is needed.
(b) Purpose of gift
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP + 4
(a) No.
from
Part I
(b) Purpose of gift
Relationship of transferor to transferee
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP + 4
(a) No.
from
Part I
(b) Purpose of gift
Relationship of transferor to transferee
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP + 4
(a) No.
from
Part I
(b) Purpose of gift
Relationship of transferor to transferee
(c) Use of gift
(d) Description of how gift is held
(e) Transfer of gift
Transferee's name, address, and ZIP + 4
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
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SCHEDULE C
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities
OMB No. 1545-0047
For Organizations Exempt From Income Tax Under section 501(c) and section 527
Complete if the organization is described below.
Attach to Form 990 or Form 990-EZ.
Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
Open to Public
Inspection
If the organization answered "Yes," on Form 990, Part IV, line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes," on Form 990, Part IV, line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes," on Form 990, Part IV, line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy
Tax) (see separate instructions), then
Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of organization
Employer identification number
LIGHTHOUSE GUILD INTERNATIONAL, INC.
46-4215298
Complete if the organization is exempt under section 501(c) or is a section 527 organization.
Part I-A
1
2
3
Provide a description of the organization's direct and indirect political campaign activities in Part IV.
$
Political expenditures
Volunteer hours
Part I-B
1
2
3
4a
b
Complete if the organization is exempt under section 501(c)(3).
Enter the amount of any excise tax incurred by the organization under section 4955
Enter the amount of any excise tax incurred by organization managers under section 4955
If the organization incurred a section 4955 tax, did it file Form 4720 for this year?
Was a correction made?
If "Yes," describe in Part IV.
Part I-C
$
$
Yes
No
Yes
No
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function
activities
$
2
Enter the amount of the filing organization's funds contributed to other organizations for section
527 exempt function activities
$
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL,
line 17b
$
Did the filing organization file Form 1120-POL for this year?
Yes
No
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization's funds. Also enter
the amount of political contributions received that were promptly and directly delivered to a separate political organization, such
as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
4
5
(a) Name
(b) Address
(c) EIN
(d) Amount paid from
filing organization's
funds. If none, enter -0-.
(e) Amount of political
contributions received and
promptly and directly
delivered to a separate
political organization. If
none, enter -0-.
(1)
(2)
(3)
(4)
(5)
(6)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Schedule C (Form 990 or 990-EZ) 2015
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Check
LIGHTHOUSE GUILD INTERNATIONAL, INC.
46-4215298
Page 2
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under
section 501(h)).
if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's
name, address, EIN, expenses, and share of excess lobbying expenditures).
if the filing organization checked box A and "limited control" provisions apply.
Schedule C (Form 990 or 990-EZ) 2015
Part II-A
A Check
B
1a
b
c
d
e
f
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's totals
Total lobbying expenditures to influence public opinion (grass roots lobbying)
Total lobbying expenditures to influence a legislative body (direct lobbying)
Total lobbying expenditures (add lines 1a and 1b)
Other exempt purpose expenditures
Total exempt purpose expenditures (add lines 1c and 1d)
Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
(b) Affiliated
group totals
85,380.
85,380.
7,570,034.
7,655,414.
532,771.
If the amount on line 1e, column (a) or (b) is: The lobbying nontaxable amount is:
g
h
i
j
Not over $500,000
20% of the amount on line 1e.
Over $500,000 but not over $1,000,000
$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000
$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000
$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000
$1,000,000.
133,193.
Grassroots nontaxable amount (enter 25% of line 1f)
0.
Subtract line 1g from line 1a. If zero or less, enter -00.
Subtract line 1f from line 1c. If zero or less, enter -0If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720
Yes
reporting section 4911 tax for this year?
4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five columns below.
See the separate instructions for lines 2a through 2f.)
0.
0.
No
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2012
(b) 2013
(c) 2014
2a Lobbying nontaxable amount
(d) 2015
532,771.
(e) Total
532,771.
b Lobbying ceiling amount
(150% of line 2a, column (e))
799,157.
c Total lobbying expenditures
d Grassroots nontaxable amount
85,380.
85,380.
133,193.
133,193.
e Grassroots ceiling amount
(150% of line 2d, column (e))
199,790.
f Grassroots lobbying expenditures
Schedule C (Form 990 or 990-EZ) 2015
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Page
Schedule C (Form 990 or 990-EZ) 2015
Part II-B
For each "Yes," response on lines 1a through 1i below, provide in Part IV a detailed
description of the lobbying activity.
1
a
b
c
d
e
f
g
h
i
j
2a
b
c
d
No
Amount
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section
501(c)(6).
Were substantially all (90% or more) dues received nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Did the organization agree to carry over lobbying and political expenditures from the prior year?
1
2
a
b
c
5
Yes
(b)
Part III-B
3
4
(a)
During the year, did the filing organization attempt to influence foreign, national, state or local
legislation, including any attempt to influence public opinion on a legislative matter or
referendum, through the use of:
Volunteers?
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)?
Media advertisements?
Mailings to members, legislators, or the public?
Publications, or published or broadcast statements?
Grants to other organizations for lobbying purposes?
Direct contact with legislators, their staffs, government officials, or a legislative body?
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means?
Other activities?
Total. Add lines 1c through 1i
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)?
If "Yes," enter the amount of any tax incurred under section 4912
If "Yes," enter the amount of any tax incurred by organization managers under section 4912
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year?
Part III-A
1
2
3
3
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768
(election under section 501(h)).
No
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section
501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No," OR (b) Part III-A, line 3, is
answered "Yes."
Dues, assessments and similar amounts from members
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of
political expenses for w hich the section 527(f) tax was paid).
Current year
Carryover from last year
Total
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the
excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying
and political expenditure next year?
Taxable amount of lobbying and political expenditures (see instructions)
Part IV
Yes
1
2
3
1
2a
2b
2c
3
4
5
Supplemental Information
Provide the descriptions required for Part I-A, line 1; Part I-B, line 4; Part I-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and
2 (see instructions); and Part II-B, line 1. Also, complete this part for any additional information.
Schedule C (Form 990 or 990-EZ) 2015
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Schedule C (Form 990 or 990-EZ) 2015
Part IV
46-4215298
Page
4
Supplemental Information (continued)
Schedule C (Form 990 or 990-EZ) 2015
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SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Name of the organization
Complete if the organization answered "Yes" on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
Open to Public
Inspection
OMB No. 1545-0047
Supplemental Financial Statements
Employer identification number
LIGHTHOUSE GUILD INTERNATIONAL, INC.
46-4215298
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.
Part I
Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds
(b) Funds and other accounts
Total number at end of year
Aggregate value of contributions to (during year)
Aggregate value of grants from (during year)
Aggregate value at end of year
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control?
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used
only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose
conferring impermissible private benefit?
1
2
3
4
5
6
Part II
1
2
a
b
c
d
3
4
5
Yes
No
Yes
No
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
Purpose(s) of conservation easements held by the organization (check all that apply).
Preservation of land for public use (e.g., recreation or education)
Preservation of a historically important land area
Protection of natural habitat
Preservation of a certified historic structure
Preservation of open space
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation
Held at the End of the Tax Year
easement on the last day of the tax year.
2a
Total number of conservation easements
2b
Total acreage restricted by conservation easements
2c
Number of conservation easements on a certified historic structure included in (a)
Number o f conservation easements included in (c) acquired af ter 8 /17/06, and not on a
2d
historic structure listed in the National Register
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year
Number of states where property subject to conservation easement is located
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of
violations, and enforcement of the conservation easements it holds?
Yes
No
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i)
and section 170(h)(4)(B)(ii)?
Yes
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes the
organization's accounting for conservation easements.
9
$
Part III
1a
b
2
a
b
No
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet
works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of
public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet
works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of
public service, provide the following amounts relating to these items:
(i) Revenue included in Form 990, Part VIII, line 1
$
$
(ii) Assets included in Form 990, Part X
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
Revenue included in Form 990, Part VIII, line 1
$
Assets included in Form 990, Part X
$
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Schedule D (Form 990) 2015
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LIGHTHOUSE GUILD INTERNATIONAL, INC.
46-4215298
Schedule D (Form 990) 2015
Part III
Page
2
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its
collection items (check all that apply):
a
Public exhibition
d
Loan or exchange programs
Scholarly research
Other
b
e
Preservation for future generations
c
4
Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part
XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures, or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization's collection?
Yes
No
3
Part IV
Escrow and Custodial Arrangements.
Complete if the organization answered “Yes” on Form 990, Part IV, line 9, or reported an amount on Form
990, Part X, line 21.
1 a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X?
b If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance
1c
d Additions during the year
1d
e Distributions during the year
1e
f Ending balance
1f
2 a Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided on Part XIII
Part V
(b) Prior year
(c) Two years back
(d) Three years back
1 a Beginning of year balance
b Contributions
c Net investment earnings, gains,
and losses
d Grants or scholarships
e Other expenditures for facilities
and programs
f Administrative expenses
g End of year balance
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a Board designated or quasi-endowment
%
%
b Permanent endowment
%
c Temporarily restricted endowment
The percentages on lines 2a, 2b, and 2c should equal 100%.
3 a Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:
(i) unrelated organizations
(ii) related organizations
b If "Yes" on line 3a(ii), are the related organizations listed as required on Schedule R?
Describe in Part XIII the intended uses of the organization's endowment funds.
4
No
(e) Four years back
Yes
No
3a(i)
3a(ii)
3b
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property
(a) Cost or other basis
(b) Cost or other basis
(c) Accumulated
(investment)
(other)
depreciation
Land
Buildings
953,098.
840,822.
Leasehold improvements
Equipment
6,614,102.
4,552,646.
Other
3,485,704.
2,634,981.
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10c.)
1a
b
c
d
e
Yes
Part VI
No
Endowment Funds.
Complete if the organization answered “Yes” on Form 990, Part IV, line 10.
(a) Current year
Yes
(d) Book value
112,276.
2,061,456.
850,723.
3,024,455.
Schedule D (Form 990) 2015
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LIGHTHOUSE GUILD INTERNATIONAL, INC.
46-4215298
Schedule D (Form 990) 2015
Part VII
Page
(a) Description of security or category
(including name of security)
(1) Financial derivatives
(2) Closely-held equity interests
(3) Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)
Part VIII
(b) Book value
(c) Method of valuation:
Cost or end-of-year market value
Investments - Program Related.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 13.)
Part IX
(b) Book value
(c) Method of valuation:
Cost or end-of-year market value
Other Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 15.)
Part X
(b) Book value
Other Liabilities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11e or 11f. See Form 990, Part X,
line 25.
(a) Description of liability
1.
3
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(1) Federal income taxes
(2) DUE TO AFFILIATES
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 25.)
(b) Book value
15,107,428.
15,107,428.
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the
organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
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LIGHTHOUSE GUILD INTERNATIONAL, INC.
Schedule D (Form 990) 2015
Part XI
1
2
a
b
c
d
e
3
4
a
b
c
5
a
b
c
d
e
3
4
a
b
c
5
4
1
2a
2b
2c
2d
2e
3
4a
4b
4c
5
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return.
Complete if the organization answered "Yes" on Form 990, Part IV, line 12a.
Total expenses and losses per audited financial statements
Amounts included on line 1 but not on Form 990, Part IX, line 25:
Donated services and use of facilities
Prior year adjustments
Other losses
Other (Describe in Part XIII.)
Add lines 2a through 2d
Subtract line 2e from line 1
Amounts included on Form 990, Part IX, line 25, but not on line 1:
Investment expenses not included on Form 990, Part VIII, line 7b
Other (Describe in Part XIII.)
Add lines 4a and 4b
Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.)
Part XIII
Page
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return.
Complete if the organization answered "Yes" on Form 990, Part IV, line 12a.
Total revenue, gains, and other support per audited financial statements
Amounts included on line 1 but not on Form 990, Part VIII, line 12:
Net unrealized gains (losses) on investments
Donated services and use of facilities
Recoveries of prior year grants
Other (Describe in Part XIII.)
Add lines 2a through 2d
Subtract line 2e from line 1
Amounts included on Form 990, Part VIII, line 12, but not on line 1:
Investment expenses not included on Form 990, Part VIII, line 7b
Other (Describe in Part XIII.)
Add lines 4a and 4b
Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.)
Part XII
1
2
46-4215298
1
2a
2b
2c
2d
2e
3
4a
4b
4c
5
Supplemental Information.
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line
2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
SEE PAGE 5
Schedule D (Form 990) 2015
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LIGHTHOUSE GUILD INTERNATIONAL, INC.
Supplemental Information (continued)
Schedule D (Form 990) 2015
Part XIII
46-4215298
Page
5
PART X, LINE 2
U.S. GAAP REQUIRES LIGHTHOUSE GUILD INTERNATIONAL, INC. (LGI) TO
EVALUATION TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN TO DETERMINE
WHETHER TAX POSITIONS ARE "MORE LIKELY THAN NOT" OF BEING SUSTAINED BY
THE APPLICABLE TAX AUTHORITY BASED UPON THE TECHNICAL MERITS OF THE
POSITION. LGI RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY IF THEY ARE
MORE LIKELY THAN NOT OF BEING SUSTAINED. PERIODS ENDING DECEMBER 31, 2012
AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING
AUTHORITIES.
Schedule D (Form 990) 2015
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SCHEDULE G
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the
organization entered more than $15,000 on Form 990-EZ, line 6a.
Attach to Form 990 or Form 990-EZ.
OMB No. 1545-0047
Open to Public
Information about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
Name of the organization
Inspection
Employer identification number
LIGHTHOUSE GUILD INTERNATIONAL, INC.
46-4215298
Fundraising Activities. Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Part I
Form 990-EZ filers are not required to complete this part.
1
a
b
c
d
Indicate whether the organization raised funds through any
X Mail solicitations
e X
X Internet and email solicitations
f X
Phone solicitations
g X
X In-person solicitations
of the following activities. Check all that apply.
Solicitation of non-government grants
Solicitation of government grants
Special fundraising events
2 a Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
X Yes
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
No
b If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be
compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser)
(ii) Activity
(iii) Did fundraiser have
custody or control of
contributions?
Yes
(iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
No
1
ATTACHMENT 1
2
3
4
5
6
7
8
9
10
982,181.
319,800.
982,181.
Total
3 List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from
registration or licensing.
AL,AK,AZ,AR,CA,CO,CT,FL,GA,IL,
KS,KY,ME,MD,MA,MI,MN,MS,NV,NH,NJ,NM,NY,NC,ND,OH,
OK,OR,PA,RI,SC,TN,UT,VA,WV,WI,
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Schedule G (Form 990 or 990-EZ) 2015
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Schedule G (Form 990 or 990-EZ) 2015
Part II
Page
2
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more
Revenue
than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with
gross receipts greater than $5,000.
(a) Event #1
(b) Event #2
(c) Other events
LIGHTYEARS GALA POSH
(event type)
2.
(event type)
(total number)
(d) Total events
(add col. (a) through
col. (c))
1 Gross receipts
1,112,151.
1,154,062.
101,907.
2,368,120.
2 Less: Contributions
3 Gross income (line 1 minus
line 2)
1,004,151.
1,024,312.
96,957.
2,125,420.
108,000.
129,750.
4,950.
242,700.
4 Cash prizes
Direct Expenses
5 Noncash prizes
58,701.
6 Rent/facility costs
58,701.
125,379.
185,703.
8 Entertainment
38,008.
12,240.
50,248.
9 Other direct expenses
24,901.
3,300.
28,201.
7 Food and beverages
11,813.
322,895.
460,045.
-217,345.
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more
10 Direct expense summary. Add lines 4 through 9 in column (d)
11 Net income summary. Subtract line 10 from line 3, column (d)
Part III
Direct Expenses
Revenue
than $15,000 on Form 990-EZ, line 6a.
(b) Pull tabs/instant
bingo/progressive bingo
(a) Bingo
1 Gross revenue
2 Cash prizes
3 Noncash prizes
4 Rent/facility costs
5 Other direct expenses
6 Volunteer labor
Yes
%
No
Yes
No
7 Direct expense summary. Add lines 2 through 5 in column (d)
8 Net gaming income summary. Subtract line 7 from line 1, column (d)
9
(d) Total gaming (add
col. (a) through col. (c))
(c) Other gaming
Enter the state(s) in which the organization conducts gaming activities:
a Is the organization licensed to conduct gaming activities in each of these states?
b If "No," explain:
%
%
Yes
No
10 a Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year?
b If "Yes," explain:
Yes
No
Yes
No
Schedule G (Form 990 or 990-EZ) 2015
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Schedule G (Form 990 or 990-EZ) 2015
Does the organization conduct gaming activities with nonmembers?
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming?
13
Indicate the percentage of gaming activity conducted in:
a The organization's facility
13a
b An outside facility
13b
14
Enter the name and address of the person who prepares the organization's gaming/special events books and
records:
11
12
Name
Address
Name
No
Description of services provided
Director/officer
$
Employee
Independent contractor
Mandatory distributions:
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license?
b Enter the amount of distributions required under state law to be distributed to other exempt organizations
or spent in the organization's own exempt activities during the tax year
$
a
Part IV
%
%
Supplemental Information. Provide the explanation required by Part I, line 2b, columns (iii) and (v), and
Gaming manager compensation
17
No
No
Gaming manager information:
Name
Yes
Yes
Address
16
3
No
Does the organization have a contract with a third party from whom the organization receives gaming
revenue?
b If "Yes," enter the amount of gaming revenue received by the organization
$
and the
amount of gaming revenue retained by the third party
$
.
c If "Yes," enter name and address of the third party:
15 a
Page
Yes
Yes
Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information
(see instructions).
PART I, LINE 2B 1(V)
LGI CONTRACTS WITH ROBBINS KERSTEN DIRECT FOR DIRECT MAIL STRATEGY,
CREATIVE CONSULTING AND MAILING SERVICES FOR LGI AND AFFILIATES. ROBBINS
KERSTEN DIRECT CHARGES LGI A MONTHLY RETAINER FEE FOR CONSULTING AND
ADDITIONAL FEES FOR ACTUAL PRINTING AND POSTAGE. TOTAL AMOUNTS CHARGED
FOR 2015 WERE $81,600 FOR PROFESSIONAL FUNDRAISING AND $497,855 FOR OTHER
EXPENSES. ALL EXPENSES ARE BORNE BY LGI AS THE PARENT COMPANY.
Schedule G (Form 990 or 990-EZ) 2015
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Schedule G (Form 990 or 990-EZ) 2015
Does the organization conduct gaming activities with nonmembers?
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming?
13
Indicate the percentage of gaming activity conducted in:
a The organization's facility
13a
b An outside facility
13b
14
Enter the name and address of the person who prepares the organization's gaming/special events books and
records:
11
12
Name
Address
Name
No
Description of services provided
Director/officer
$
Employee
Independent contractor
Mandatory distributions:
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license?
b Enter the amount of distributions required under state law to be distributed to other exempt organizations
or spent in the organization's own exempt activities during the tax year
$
a
Part IV
%
%
Supplemental Information. Provide the explanation required by Part I, line 2b, columns (iii) and (v), and
Gaming manager compensation
17
No
No
Gaming manager information:
Name
Yes
Yes
Address
16
3
No
Does the organization have a contract with a third party from whom the organization receives gaming
revenue?
b If "Yes," enter the amount of gaming revenue received by the organization
$
and the
amount of gaming revenue retained by the third party
$
.
c If "Yes," enter name and address of the third party:
15 a
Page
Yes
Yes
Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information
(see instructions).
REVENUES FROM DIRECT MAIL SOLICITATIONS ARE RECOGNIZED ON THE INDIVIDUAL
COMPANY THAT WAS SPECIFIED IN THE MAILING. AMOUNTS RAISED BY ROBBINS
KERSTEN ACROSS ALL LGI AFFILIATES TOTALED
$801,765.
Schedule G (Form 990 or 990-EZ) 2015
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DIRECT MAIL
CONSULTING
ACTIVITY
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201 SUMMERS STREET
HOLLISTON
MA 01746
ROBBINS KERSTEN DIRECT
2600 NORTH FLAGLER DRIVE
WEST PALM BEACH
FL 33407
MARC ROSEN ASSOCIATES
NAME AND ADDRESS OF
FUNDRAISER
990, SCHEDULE G, PART I - HIGHEST PAID FUNDRAISER
LIGHTHOUSE GUILD INTERNATIONAL, INC.
3071114
X
X
DID FUNDRAISER HAVE
CUSTODY OR CONTROL
OF CONTRIBUTIONS?
YES
NO
210,939.
771,242.
GROSS RECEIPTS
FROM ACTIVITY
81,600.
238,200.
AMOUNT PAID TO
(OR RETAINED BY
FUNDRAISER
ATTACHMENT 1
PAGE 41
210,939.
771,242.
AMOUNT PAID TO
(OR RETAINED BY
ORGANIZATION
46-4215298
ATTACHMENT 1
or government
1 (a) Name and address of organization
84-1669407
10,000.
grant
(d) Amount of cash
cash assistance
(e) Amount of non-
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FMV
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
3071114
1.
EDUCATIONAL VIDEO
(h) Purpose of grant
or assistance
No
PAGE 42
Schedule I (Form 990) (2015)
501(C)(3)
(c) IRC section
if applicable
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table
Enter total number of other organizations listed in the line 1 table
600 BELL AIR BLVD MOBILE, AL 36606
(b) EIN
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
2
3
(12)
(11)
(10)
(9)
(8)
(7)
(6)
(5)
(4)
(3)
X Yes
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) COMMUNITY SERVICES FOR VISION REHABILITATIO
(2)
Open to Public
Inspection
46-4215298
OMB No. 1545-0047
Employer identification number
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?
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
2
1
Complete if the organization answered "Yes" on Form 990, Part IV, line 21 or 22.
Attach to Form 990.
Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
Grants and Other Assistance to Organizations,
Governments, and Individuals in the United States
LIGHTHOUSE GUILD INTERNATIONAL, INC.
General Information on Grants and Assistance
Part I
Name of the organization
Department of the Treasury
Internal Revenue Service
(Form 990)
SCHEDULE I
(a) Type of grant or assistance
(b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
non-cash assistance
FMV, appraisal, other)
(e) Method of valuation (book,
(f) Description of non-cash assistance
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
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LGI REMAINS ENGAGED THROUGHOUT THE PROCESS OF THE VIDEO DEVELOPMENT TO
CREATE AN EDUCATIONAL VIDEO TO ACHIEVE ONE OF THE GOALS OF THE PROGRAM.
SUB-GRANT OF $10,000 TO COMMUNITY SERVICES FOR VISION REHABILITATION TO
AS PART OF A GRANT RECEIVED FOR THE RESIDENT TRAINING PROGRAM, LGI MADE A
Part IV
2
PAGE 43
Schedule I (Form 990) (2015)
Page
46-4215298
Supplemental Information. Complete this part to provide the information required in Part I, line 2, Part III, column (b), and any other additional
information.
SCHEDULE I, PART I, LINE 2
7
6
5
4
3
2
1
Part III
Schedule I (Form 990) (2015)
LIGHTHOUSE GUILD INTERNATIONAL, INC.
SCHEDULE J
(Form 990)
Department of the Treasury
Internal Revenue Service
Name of the organization
Compensation Information
OMB No. 1545-0047
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Attach to Form 990.
Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
Open to Public
Inspection
Employer identification number
LIGHTHOUSE GUILD INTERNATIONAL, INC.
Part I Questions Regarding Compensation
46-4215298
Yes
No
1a Check the appropriate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
First-class or charter travel
Housing allowance or residence for personal use
Payments for business use of personal residence
Health or social club dues or initiation fees
Personal services (e.g., maid, chauffeur, chef)
X Travel for companions
Tax indemnification and gross-up payments
Discretionary spending account
b If any of the boxes on line 1a are checked, did the organization follow a written policy regarding payment
or reimbursement or provision of all of the expenses described above? If "No," complete Part III to
explain
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, and officers, including the CEO/Executive Director, regarding the items checked in line
1a?
1b
X
2
X
4a
4b
4c
X
X
5a
5b
X
X
6a
6b
X
X
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods used by a
related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
3
X Compensation committee
X Independent compensation consultant
X Form 990 of other organizations
4
a
b
6
a
b
8
9
W ritten employment contract
Compensation survey or study
Approval by the board or compensation committee
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing
organization or a related organization:
a Receive a severance payment or change-of-control payment?
b Participate in, or receive payment from, a supplemental nonqualified retirement plan?
c Participate in, or receive payment from, an equity-based compensation arrangement?
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
5
7
X
X
X
Only section 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5–9.
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
The organization?
Any related organization?
If "Yes" to line 5a or 5b, describe in Part III.
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
The organization?
Any related organization?
If "Yes" on line 6a or 6b, describe in Part III.
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described on lines 5 and 6? If "Yes," describe in Part III
Were any amounts reported on Form 990, Part VII, paid or accrued pursuant to a contract that was subject
to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in
Regulations section 53.4958-6(c)?
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
7
8
X
X
X
9
Schedule J (Form 990) 2015
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PAGE 44
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
Page
46-4215298
2
(i)
(i)
ELLIOT J. HAGLER
(i)
(i)
(i)
(ii)
(i)
(ii)
(i)
(ii)
136,800.
183,200.
31,875.
53,125.
536.
6,464.
1,622.
17,878.
2,911.
32,089.
0.
0.
0.
57,500.
872.
6,628.
16,875.
20,625.
585.
9,415.
0.
0.
1,240.
11,260.
0.
0.
0.
0.
0.
0.
(ii) Bonus & incentive
compensation
V 15-7F
415,241.
556,083.
191,939.
319,898.
27,306.
328,970.
22,490.
247,959.
30,942.
341,137.
131,484.
0.
0.
508,808.
40,746.
309,531.
151,839.
185,581.
15,514.
249,682.
10,142.
163,232.
17,105.
155,282.
16,239.
147,422.
9,565.
153,942.
13,951.
153,817.
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5E1291 1.000
16
15AVP FINANCE
SARA PITTERMAN
14VP COMMUNITY HEALTH
ANNEMARIE O'HEARN
(i)
(ii)
LISA FERFOGLIA
13HR & SITE ADMINISTRATOR
(ii)
(i)
12VP HUMAN RESOURCES
MELISSA ROSENBAUM
(i)
(ii)
11DIRECTOR VISION PROGRAM DEV.
ROY COLE
(i)
(ii)
CATHLEEN WIRTS
(ii)
10CHIEF STRATEGY OFFICER
9SVP PROGRAMS & SERVICES
MAURA SWEENEY
(ii)
(i)
BRUCE MASTALINSKI
8SVP & CHIEF COMPLIANCE OFFICER
(ii)
(i)
(ii)
(i)
(ii)
7EXECUTIVE VP, MANAGED CARE
WANDA FIGUEROA-KILROY
6SVP DEVELOPMENT-THROUGH 6/30
ROBERT HOAK
5EXECUTIVE VP & CFO
(ii)
KELLYANNE CAIVANO
4ASSISTANT TREASURER
(ii)
(i)
(ii)
(i)
(ii)
3SENIOR VP & GENERAL COUNSEL
CHARLES BLUM
2EXECUTIVE VP & COO
MARK G. ACKERMANN
1PRESIDENT & CEO
ALAN R. MORSE
(A) Name and Title
(i) Base
compensation
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20,476.
27,422.
50,054.
83,422.
572.
6,886.
245.
2,706.
185.
2,042.
136,838.
0.
0.
351.
1,013.
7,697.
144.
176.
59.
947.
105.
1,684.
65.
590.
61.
558.
19.
304.
11.
127.
(iii) Other
reportable
compensation
(B) Breakdown of W-2 and/or 1099-MISC compensation
47,000.
4,313.
32,767.
18,206.
22,251.
2,019.
32,496.
740.
11,906.
2,516.
22,840.
1,182.
10,732.
680.
10,946.
857.
9,450.
55,148.
73,852.
36,375.
60,625.
3,108.
37,440.
2,909.
32,071.
3,883.
42,809.
83,273.
0.
(C) Retirement and
other deferred
compensation
33,024.
2,295.
17,437.
6,273.
7,668.
1,380.
22,218.
322.
5,178.
4,280.
53,515.
1,373.
12,462.
559.
8,996.
333.
13,098.
17,962.
24,053.
17,149.
52,578.
3,011.
36,270.
1,204.
13,278.
4,285.
70,767.
37,432.
0.
(D) Nontaxable
benefits
49,808.
83,013.
(F) Compensation
in column (B) reported
as deferred on prior
Form 990
PAGE 45
Schedule J (Form 990) 2015
646,683.
49,239.
374,060.
193,337.
236,301.
19,557.
314,758.
11,309.
182,000.
25,206.
243,487.
18,855.
171,174.
10,823.
174,188.
15,152.
176,492.
645,627.
864,610.
327,392.
569,648.
34,533.
416,030.
28,470.
313,892.
42,206.
488,844.
389,027.
0.
(E) Total of columns
(B)(i)-(D)
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note: The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that
individual.
Part II
Schedule J (Form 990) 2015
LIGHTHOUSE GUILD INTERNATIONAL, INC.
Page
46-4215298
3
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SEVERANCE IN 2015 WHICH IS REPORTED ON SCHEDULE J, PART II, COLUMN
ROBERT HOAK, SENIOR VICE PRESIDENT DEVELOPMENT, RECEIVED $127,305 OF
SCHEDULE J, PART I, LINE 4A
AS DOCUMENTED IN THE MINUTES OF THE COMMITTEE.
BONUSES TO THE EXECUTIVE STAFF, BASED ON ITS REVIEW OF THEIR PERFORMANCE,
AS PART OF THE COMPENSATION FOR 2015, THE COMPENSATION COMMITTEE GRANTED
SCHEDULE J, PART I, LINE 7
MARK G. ACKERMANN - $50,000
ALAN R. MORSE - $100,000
457(F) DEFERRED COMPENSATION PLAN:
SCHEDULE J, PART I, LINE 4B
PLANNING PROCESS. THE PAYMENTS ARE NOT CONSIDERED TAXABLE COMPENSATION.
ATTENDANCE IS VETTED THROUGH THE COMPANY'S NORMAL COURSE DEVELOPMENT
TO ATTEND COMPANY FUNDRAISING EVENTS. DETERMINATION OF TRAVEL AND
COMPANION TRAVEL WAS PROVIDED TO CERTAIN DIRECTORS AND SENIOR EXECUTIVES
SCHEDULE J, PART I, LINE 1A
PAGE 46
Schedule J (Form 990) 2015
Part III Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Schedule J (Form 990) 2015
LIGHTHOUSE GUILD INTERNATIONAL, INC.
Page
46-4215298
3
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COMPENSATION REPORTED AS DEFERRED IN A PRIOR FORM 990.
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WILL BE PAID IN 2016 AND REPORTED ON HIS W2 AS WELL AS ON THE 2016 990 AS
SCHEDULE J, PART II, COLUMN C, AS DEFERRED COMPENSATION. THE SEVERANCE
B(III). ADDITIONAL SERVERANCE FOR 2016 WAS ACCRUED AND IS REPORTED ON
PAGE 47
Schedule J (Form 990) 2015
Part III Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Schedule J (Form 990) 2015
LIGHTHOUSE GUILD INTERNATIONAL, INC.
SCHEDULE O
(Form 990 or 990-EZ)
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.
Attach to Form 990 or 990-EZ.
Name of the organization
OMB No. 1545-0047
Open to Public
Inspection
Employer identification number
LIGHTHOUSE GUILD INTERNATIONAL, INC.
46-4215298
FORM 990, PART VI, SECTION A, LINE 4
IN 2015, THE BY-LAWS WERE AMENDED TO ADD A PROVISION DESCRIBING TERM
LIMITS FOR DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11
THE FORM 990 IS PREPARED BY THE FINANCE DEPARTMENT AND REVIEWED BY THE
ORGANIZATION'S EXTERNAL AUDITORS. THE FORM IS THEN DISTRIBUTED TO THE
FULL BOARD FOR REVIEW AND APPROVAL PRIOR TO ITS FILING WITH THE INTERNAL
REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C
THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO ALL OFFICERS,
DIRECTORS AND EMPLOYEES OF THE ORGANIZATION. A DISCLOSURE QUESTIONNAIRE
CONCERNING FINANCIAL INTERESTS AND ANY OTHER POTENTIAL CONFLICTS OF
INTEREST AND RELATED ISSUES IS COMPLETED BY EACH DIRECTOR, OFFICER, AND
EMPLOYEE ON AN ANNUAL BASIS. NOTWITHSTANDING SUBMISSION OF THE APPLICABLE
QUESTIONNAIRE, EACH DIRECTOR, OFFICER OR EMPLOYEE HAS A CONTINUING DUTY
TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST PROMPTLY UPON COMING INTO
POSSESSION OF ANY INFORMATION CONCERNING A POTENTIAL CONFLICT OF INTEREST
OR ANY CHANGES IN THE INFORMATION REQUESTED IN THE QUESTIONNAIRE. ANY
POTENTIAL CONFLICT OF INTEREST SHALL BE DISCLOSED TO THE AUDIT COMMITTEE
OF THE BOARD, OR, WHEN THE MATTER IS THEN UNDER CONSIDERATION BY THE
BOARD OR THE EXECUTIVE COMMITTEE, TO THE BOARD OR EXECUTIVE COMMITTEE,
RESPECTIVELY. NEITHER THE AUDIT OR EXECUTIVE COMMITTEE, NOR THE BOARD
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Schedule O (Form 990 or 990-EZ) (2015)
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Schedule O (Form 990 or 990-EZ) 2015
Page
Name of the organization
2
Employer identification number
LIGHTHOUSE GUILD INTERNATIONAL, INC.
46-4215298
SHALL GENERALLY APPROVE ANY TRANSACTION GIVING RISE TO A POTENTIAL
CONFLICT OF INTEREST. HOWEVER, IN EXCEPTIONAL CIRCUMSTANCES, THE AUDIT
COMMITTEE, THE EXECUTIVE COMMITTEE OR THE BOARD MAY DETERMINE THAT BASED
ON A CONSIDERATION OF PRICE, QUALITY, EXPERTISE AND OTHER RELEVANT
FACTORS, THERE IS NO TRANSACTION THAT IS AVAILABLE OR FEASIBLE AS AN
ALTERNATIVE TO THE PROPOSED TRANSACTION AND SUCH TRANSACTION IS FAIR AND
REASONABLE AND IN THE ORGANIZATION'S BEST INTEREST. UNDER SUCH
CIRCUMSTANCES, THE AUDIT COMMITTEE, THE EXECUTIVE COMMITTEE, OR BOARD MAY
APPROVE SUCH TRANSACTION (SUBJECT, IN THE CASE OF THE AUDIT COMMITTEE, TO
THE APPROVAL OF THE EXECUTIVE COMMITTEE OR THE BOARD). SUCH CONSIDERATION
AND ACTION SHALL BE CONTEMPORANEOUSLY RECORDED AND SHALL BE REFLECTED IN
THE APPROPRIATE MEETING MINUTES.
A DIRECTOR, OFFICER, OR EMPLOYEE WITH A POTENTIAL CONFLICT OF INTEREST
SHALL NOT BE COUNTED IN DETERMINING THE QUORUM FOR, SEEK TO INFLUENCE,
PARTICIPATE IN, OR BE PRESENT DURING ANY DELIBERATIONS OR VOTE OF THE
AUDIT COMMITTEE, EXECUTIVE COMMITTEE OR THE BOARD REGARDING THE
TRANSACTION OR POTENTIAL TRANSACTION GIVING RISE TO THE POTENTIAL
CONFLICT OF INTEREST. NEITHER THE AUDIT COMMITTEE, EXECUTIVE COMMITTEE
NOR THE BOARD SHALL APPROVE ANY TRANSACTION GIVING RISE TO A POTENTIAL
CONFLICT OF INTEREST BY LESS THAN A MAJORITY VOTE OF COMMITTEE (OR BOARD)
MEMBERS PRESENT AT THE MEETING.
THE DISCLOSURE OF A POTENTIAL CONFLICT OF INTEREST AND THE RESOLUTION OF
SUCH POTENTIAL CONFLICT OF INTEREST SHALL BE RECORDED IN THE MINUTES OF
THE MEETING OF THE AUDIT COMMITTEE, OR THE EXECUTIVE COMMITTEE OR BOARD
AT WHICH THE MATTER WAS PRESENTED OR DISCUSSED.
Schedule O (Form 990 or 990-EZ) 2015
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Schedule O (Form 990 or 990-EZ) 2015
Page
Name of the organization
2
Employer identification number
LIGHTHOUSE GUILD INTERNATIONAL, INC.
46-4215298
FORM 990, PART VI, SECTION B, LINE 15
THE COMPENSATION COMMITTEE, COMPRISED OF LIGHTHOUSE GUILD INTERNATIONAL,
INC. AND AFFILIATE BOARD MEMBERS, RETAINED AN INDEPENDENT COMPENSATION
CONSULTANT FIRM TO REVIEW THE REASONABLENESS AND COMPARABILITY TO OTHER
ORGANIZATIONS OF THE COMPENSATION IN 2014 & 2015 OF THE CEO AND OTHER
SENIOR EXECUTIVES OF THE ORGANIZATION.
THE REVIEW INCLUDED AN ASSESSMENT
OF COMPLIANCE WITH APPLICABLE FEDERAL AND STATE STATUTES AND REGULATIONS,
WHICH WAS REVIEWED BY OUTSIDE COUNSEL.
THE REPORT OF THE CONSULTANTS WAS
PRESENTED AT A MEETING OF THE COMPENSATION COMMITTEE, AT WHICH THE
CONSULTANTS AND OUTSIDE COUNSEL WERE PRESENT.
THE COMMITTEE REVIEWED THE
REPORT AT LENGTH TOGETHER WITH OTHER RELEVANT INFORMATION ABOUT SPECIFIC
JOB PERFORMANCE, AND DETERMINED THE APPROPRIATE COMPENSATION.
MINUTES OF
THE COMMITTEE'S MEETING HAVE BEEN MAINTAINED. THE COMMITTEE'S
RECOMMENDATIONS WERE PRESENTED FOR RATIFICATION AT THE FOLLOWING BOARD
MEETING AT WHICH THE RECOMMENDATIONS WERE UNANIMOUSLY APPROVED.
FORM 990, PART VI, SECTION C, LINE 19
THE FORM 990 IS AVAILABLE ON LIGHTHOUSE GUILD'S WEBSITE. A COPY OF THE
FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL
STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART VII, SECTION A
A PORTION OF COMPENSATION PAID BY LGI SERVICES, LLC (EIN #46-4232802), A
DISREGARDED ENTITY OF THE JEWISH GUILD FOR THE BLIND D/B/A JEWISH GUILD
HEALTHCARE, HAS BEEN ALLOCATED TO LIGHTHOUSE GUILD INTERNATIONAL, INC.
AND OTHER AFFILIATES. LIGHTHOUSE GUILD INTERNATIONAL, INC. EMPLOYEES DID
Schedule O (Form 990 or 990-EZ) 2015
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Schedule O (Form 990 or 990-EZ) 2015
Page
Name of the organization
2
Employer identification number
LIGHTHOUSE GUILD INTERNATIONAL, INC.
46-4215298
NOT RECEIVE ANY DIRECT COMPENSATION FROM LIGHTHOUSE GUILD INTERNATIONAL,
INC. BUT DID RECEIVE COMPENSATION FROM LGI SERVICES, LLC (EIN#
46-4232802).
FORM 990, PART IX, COLUMN B
THE MAJORITY OF LIGHTHOUSE GUILD INTERNATIONAL, INC.'S SERVICES ARE
PROVIDED WITH AND THROUGH AFFILIATES EACH OF WHICH FILES THEIR OWN FORM
990. LIGHTHOUSE GUILD INTERNATIONAL, INC. HANDLES THE MANAGEMENT,
MARKETING AND FUNDRAISING FOR ALL OF THESE AFFILIATE CORPORATIONS
INCLUDING THE JEWISH GUILD FOR THE BLIND D/B/A JEWISH GUILD HEALTHCARE,
LIGHTHOUSE INTERNATIONAL, GUILDNET, INC., JGB HEALTH FACILITIES
CORPORATION, JGB REHABILITATION CORPORATION, JGB EDUCATION SERVICES, JGB
MENTAL HEALTH AND MENTAL RETARDATION SERVICES, INC., NATIONAL ASSOCIATION
OF PARENTS OF CHILDREN WITH VISUAL IMPAIRMENTS, INC., AND GREATER BOSTON
GUILD FOR THE BLIND, INC.
FORM 990, PART IX, LINE 9
RESERVE ON DUE FROM AFFILIATES
$(5,385,183)
ATTACHMENT 1
FORM 990, PART III - PROGRAM SERVICE, LINE 4A
LIGHTHOUSE GUILD INTERNATIONAL, INC. PROVIDES SERVICES AND
PROGRAMS TO IMPROVE THE LIVES OF PEOPLE OF ALL AGES WHO ARE BLIND
OR VISUALLY IMPAIRED, INCLUDING THOSE WITH MULTIPLE DISABILITIES
AND CHRONIC MEDICAL CONDITIONS. MOST OF LIGHTHOUSE GUILD
INTERNATIONAL'S SERVICES ARE PROVIDED WITH AND THROUGH THESE
AFFILIATE CORPORATIONS: THE JEWISH GUILD FOR THE BLIND D/B/A
Schedule O (Form 990 or 990-EZ) 2015
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Schedule O (Form 990 or 990-EZ) 2015
Page
Name of the organization
2
Employer identification number
LIGHTHOUSE GUILD INTERNATIONAL, INC.
46-4215298
ATTACHMENT 1 (CONT'D)
JEWISH GUILD HEALTHCARE, LIGHTHOUSE INTERNATIONAL, GUILDNET, INC.,
JGB HEALTH FACILITIES CORPORATION, JGB REHABILITATION CORPORATION,
JGB EDUCATION SERVICES, JGB MENTAL HEALTH AND MENTAL RETARDATION
SERVICES, INC., NATIONAL ASSOCIATION OF PARENTS OF CHILDREN WITH
VISUAL IMPAIRMENTS, INC., GREATER BOSTON GUILD FOR THE BLIND,
INC., AND GREATER BOSTON DIABETES SOCIETY.
IN ADDITION TO SERVICES FOR BLIND AND VISUALLY IMPAIRED CHILDREN
AND ADULTS, LOW-VISION REHABILITATION PROGRAMS TRAIN HEALTHCARE
PROFESSIONALS TO IDENTIFY FUNCTIONAL VISION PROBLEMS, ADDRESS
VISION ISSUES IN THE HEALTHCARE SETTING, AND REFER PATIENTS TO
LOW-VISION SERVICES. TRAINING IS OFFERED IN A VARIETY OF FORMATS,
INCLUDING WORKSHOPS, ONLINE CONTINUING EDUCATION COURSES,
WEBINARS, INSTRUCTIONAL DVDS, AND PRINTED MATERIALS.
ATTACHMENT 2
FORM 990, PART VI, LINE 17 - STATES
AL,AK,AR,CA,CO,CT,
FL,GA,HI,IL,KS,KY,ME,MD,MA,MI,
MN,MS,MO,NV,NH,NJ,NM,NY,NC,ND,OH,OK,OR,PA,
RI,SC,TN,UT,VA,WA,WV,WI,
ATTACHMENT 3
990, PART VII- COMPENSATION OF THE FIVE HIGHEST PAID IND. CONTRACTORS
NAME AND ADDRESS
DESCRIPTION OF SERVICES
Schedule O (Form 990 or 990-EZ) 2015
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Schedule O (Form 990 or 990-EZ) 2015
Page
Name of the organization
2
Employer identification number
LIGHTHOUSE GUILD INTERNATIONAL, INC.
46-4215298
ATTACHMENT 3 (CONT'D)
990, PART VII- COMPENSATION OF THE FIVE HIGHEST PAID IND. CONTRACTORS
NAME AND ADDRESS
DESCRIPTION OF SERVICES
COMPENSATION
PINNACLE CONSULTING GROUP, INC.
75 LANE ROAD, SUITE 406
FAIRFIELD, NJ 07004
IT SERVICES
3,465,229.
ROBBINS KERSTEN DIRECT
201 SUMMERS STREET
HOLLISTON, MA 01746
DIRECT MAIL
405,515.
COHNREZNICK LLP
4 BECKER FARM ROAD
ROSELAND, NJ 07068
CONSULTING SERVICES
363,335.
SHOREGROUP SOLUTIONS, LLC
POB 200207
PITTSBURGH, PA 15251
IT
350,776.
PAUL, WEISS, RIFKIND, WHARTON & GARRISON
1285 AVENUE OF THE AMERICAS
NEW YORK, NY 10019
LEGAL
239,762.
Schedule O (Form 990 or 990-EZ) 2015
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PAGE 53
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.
(a)
Name, address, and EIN of related organization
15 WEST 65TH STREET
GREATER BOSTON DIABETES SOCIETY, INC.
15 WEST 65TH STREET
NEW YORK, NY 10023
04-2232419
NEW YORK, NY 10023
04-2103893
NEW YORK, NY 10023
13-3936057
NEW YORK, NY 10023
13-3419981
NEW YORK, NY 10023
13-3439035
NEW YORK, NY 10023
13-2795647
NEW YORK, NY 10023
GREATER BOSTON GUILD FOR THE BLIND, INC.
15 WEST 65TH STREET
GUILDNET, INC.
15 WEST 65TH STREET
JGB EDUCATION SERVICES
15 WEST 65TH STREET
JGB REHABILITATION CORPORATION
15 WEST 65TH STREET
JGB HEALTH FACILITIES CORPORATION
15 WEST 65TH STREET
13-1623854
5E1307 1.000
JSA
0025LA 1592 11/15/2016
8:58:11 AM
V 15-7F
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
(7)
(6)
(5)
(4)
(3)
(2)
(c)
Legal domicile (state
or foreign country)
PROVIDE SERVI NY
(b)
Primary activity
(d)
Total income
0.
(f)
Direct controlling
entity
0. LGI
(e)
End-of-year assets
46-4215298
Employer identification number
Open to Public
Inspection
OMB No. 1545-0047
(c)
Legal domicile (state
or foreign country)
DISSOLVED
EDUCATION
HEALTH PLAN
SCHOOL
CLINIC
ADULT DAY
3071114
MA
MA
NY
NY
NY
NY
VISION HEALTH NY
(b)
Primary activity
(e)
Public charity status
(if section 501(c)(3))
501 (C) (3) 9
501 (C) (3) 7
501 (C) (3) 9
501 (C) (3) 2
501 (C) (3) 9
501 (C) (3) 9
501 (C) (3) 9
Exempt Code section
(d)
X
X
X
X
X
Yes
X
X
No
(g)
Section 512(b)(13)
controlled
entity?
PAGE 54
Schedule R (Form 990) 2015
GREATER BOST
N/A
THE JEWISH G
THE JEWISH G
THE JEWISH G
THE JEWISH G
LIGHTHOUSE G
(f)
Direct controlling
entity
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had
one or more related tax-exempt organizations during the tax year.
46-4269952
NEW YORK, NY 10023
(a)
Name, address, and EIN (if applicable) of disregarded entity
(1) THE JEWISH GUILD FOR THE BLIND D/B/A JEW
Part II
(6)
(5)
(4)
(3)
(2)
Attach to Form 990.
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(1) LGI PROGRAMS, LLC
15 WEST 65TH STREET
Part I
46-4215298
Related Organizations and Unrelated Partnerships
LIGHTHOUSE GUILD INTERNATIONAL, INC.
Name of the organization
Department of the Treasury
Internal Revenue Service
SCHEDULE R
(Form 990)
LIGHTHOUSE GUILD INTERNATIONAL, INC.
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.
(a)
Name, address, and EIN of related organization
15 WEST 65TH STREET
LIGHTHOUSE INTERNATIONAL
15 WEST 65TH STREET
20-1480790
NEW YORK, NY 10023
13-1096620
NEW YORK, NY 10023
74-2095442
NEW YORK, NY 10023
NATIONAL ASSOCIATION OF PARENTS OF CHILD
15 WEST 65TH STREET
JSA
5E1307 1.000
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Total income
(e)
End-of-year assets
(f)
Direct controlling
entity
46-4215298
Employer identification number
Open to Public
Inspection
OMB No. 1545-0047
0025LA 1592 11/15/2016
8:58:11 AM
V 15-7F
(c)
Legal domicile (state
or foreign country)
MA
3071114
VISION HEALTH NY
EDUCATION
MENTAL HEALTH NY
(b)
Primary activity
(e)
Public charity status
(if section 501(c)(3))
501 (C) (3) 7
501 (C) (3) 9
501 (C) (3) 9
Exempt Code section
(d)
X
X
X
Yes
No
(g)
Section 512(b)(13)
controlled
entity?
PAGE 55
Schedule R (Form 990) 2015
LIGHTHOUSE G
THE JEWISH G
THE JEWISH G
(f)
Direct controlling
entity
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had
one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN (if applicable) of disregarded entity
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
(7)
(6)
(5)
(4)
(3)
(2)
Attach to Form 990.
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(1) JGB MENTAL HEALTH AND MENTAL RETARDATION
Part II
(6)
(5)
(4)
(3)
(2)
(1)
Part I
46-4215298
Related Organizations and Unrelated Partnerships
LIGHTHOUSE GUILD INTERNATIONAL, INC.
Name of the organization
Department of the Treasury
Internal Revenue Service
SCHEDULE R
(Form 990)
LIGHTHOUSE GUILD INTERNATIONAL, INC.
(c)
Legal
domicile
(state or
foreign
country)
(d)
Direct controlling
entity
(e)
Predominant
income (related,
unrelated,
excluded from
tax under
sections 512-514)
(f)
Share of total
income
(g)
Share of end-ofyear assets
(h)
Yes No
allocations?
Disproportionate
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
Yes No
General or
managing
partner?
8:58:11 AM
(a)
Name, address, and EIN of related organization
V 15-7F
(b)
Primary activity
(d)
Direct controlling
entity
3071114
Legal domicile
(state or foreign
country)
(c)
(e)
Type of entity
(C corp, S corp, or
trust)
(f)
Share of total
income
2
controlled
entity?
(k)
Percentage
ownership
Page
PAGE 56
Schedule R (Form 990) 2015
Yes No
(g)
(h)
(i)
Share of
Percentage Section
512(b)(13)
end-of-year assets ownership
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV,
line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(b)
Primary activity
0025LA 1592 11/15/2016
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5E1308 1.000
(7)
(6)
(5)
(4)
(3)
(2)
(1)
Part IV
(7)
(6)
(5)
(4)
(3)
(2)
(1)
(a)
Name, address, and EIN of
related organization
Part III
46-4215298
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34
because it had one or more related organizations treated as a partnership during the tax year.
Schedule R (Form 990) 2015
LIGHTHOUSE GUILD INTERNATIONAL, INC.
46-4215298
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
LIGHTHOUSE GUILD INTERNATIONAL, INC.
Lease of facilities, equipment, or other assets from related organization(s)
Performance of services or membership or fundraising solicitations for related organization(s)
Performance of services or membership or fundraising solicitations by related organization(s)
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
Sharing of paid employees with related organization(s)
k
l
m
n
o
1p
1q
1k
1l
1m
1n
1o
1f
1g
1h
1i
1j
1a
1b
1c
1d
1e
N
N
THE JEWISH GUILD FOR THE BLIND
LIGHTHOUSE INTERNATIONAL
(5)
(6)
3071114
L
LIGHTHOUSE INTERNATIONAL
(4)
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L
THE JEWISH GUILD FOR THE BLIND
(3)
8:58:11 AM
K
LIGHTHOUSE INTERNATIONAL
(2)
JSA
5E1309 1.000
K
THE JEWISH GUILD FOR THE BLIND
(1)
(a)
Name of related organization
(b)
Transaction
type (a-s)
X
X
X
X
X
(d)
Method of determining
amount involved
FMV
FMV
CASH
CASH
FMV
FMV
3
X
X
X
X
X
X
X
X
X
X
X
X
X
X
PAGE 57
Schedule R (Form 990) 2015
471,025.
343,577.
315,237.
281,437.
477,534.
413,795.
(c)
Amount involved
Page
Yes No
r Other transfer of cash or property to related organization(s)
1r
s Other transfer of cash or property from related organization(s)
1s
2 If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
p Reimbursement paid to related organization(s) for expenses
q Reimbursement paid by related organization(s) for expenses
Dividends from related organization(s)
Sale of assets to related organization(s)
Purchase of assets from related organization(s)
Exchange of assets with related organization(s)
Lease of facilities, equipment, or other assets to related organization(s)
f
g
h
i
j
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
1 During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity
b Gift, grant, or capital contribution to related organization(s)
c Gift, grant, or capital contribution from related organization(s)
d Loans or loan guarantees to or for related organization(s)
e Loans or loan guarantees by related organization(s)
Part V
Schedule R (Form 990) 2015
46-4215298
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
LIGHTHOUSE GUILD INTERNATIONAL, INC.
Lease of facilities, equipment, or other assets from related organization(s)
Performance of services or membership or fundraising solicitations for related organization(s)
Performance of services or membership or fundraising solicitations by related organization(s)
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
Sharing of paid employees with related organization(s)
k
l
m
n
o
1p
1q
1k
1l
1m
1n
1o
1f
1g
1h
1i
1j
1a
1b
1c
1d
1e
O
O
JGB MHMR SERVICES, INC.
NAPVI, INC.
(5)
(6)
3071114
O
JGB EDUCATION SERVICES
(4)
0025LA 1592 11/15/2016
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O
JGB REHABILITATION CORPORATION
(3)
8:58:11 AM
O
JGB HEALTH FACILITIES CORPORATION
(2)
JSA
5E1309 1.000
O
THE JEWISH GUILD FOR THE BLIND
(1)
(a)
Name of related organization
(b)
Transaction
type (a-s)
(d)
Method of determining
amount involved
FMV
FMV
FMV
FMV
FMV
FMV
3
PAGE 58
Schedule R (Form 990) 2015
96,574.
623,281.
333,961.
457,324.
807,898.
6,498,936.
(c)
Amount involved
Page
Yes No
r Other transfer of cash or property to related organization(s)
1r
s Other transfer of cash or property from related organization(s)
1s
2 If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
p Reimbursement paid to related organization(s) for expenses
q Reimbursement paid by related organization(s) for expenses
Dividends from related organization(s)
Sale of assets to related organization(s)
Purchase of assets from related organization(s)
Exchange of assets with related organization(s)
Lease of facilities, equipment, or other assets to related organization(s)
f
g
h
i
j
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
1 During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity
b Gift, grant, or capital contribution to related organization(s)
c Gift, grant, or capital contribution from related organization(s)
d Loans or loan guarantees to or for related organization(s)
e Loans or loan guarantees by related organization(s)
Part V
Schedule R (Form 990) 2015
46-4215298
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
LIGHTHOUSE GUILD INTERNATIONAL, INC.
Lease of facilities, equipment, or other assets from related organization(s)
Performance of services or membership or fundraising solicitations for related organization(s)
Performance of services or membership or fundraising solicitations by related organization(s)
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
Sharing of paid employees with related organization(s)
k
l
m
n
o
1p
1q
1k
1l
1m
1n
1o
1f
1g
1h
1i
1j
1a
1b
1c
1d
1e
0025LA 1592 11/15/2016
JSA
5E1309 1.000
(6)
(5)
V 15-7F
3071114
O
GUILDNET, INC.
(3)
8:58:11 AM
O
LIGHTHOUSE INTERNATIONAL
(2)
(4)
Q
THE JEWISH GUILD FOR THE BLIND
(1)
(a)
Name of related organization
(b)
Transaction
type (a-s)
(d)
Method of determining
amount involved
FMV
FMV
FMV
3
PAGE 59
Schedule R (Form 990) 2015
678,817.
1,016,016.
2,050,000.
(c)
Amount involved
Page
Yes No
r Other transfer of cash or property to related organization(s)
1r
s Other transfer of cash or property from related organization(s)
1s
2 If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
p Reimbursement paid to related organization(s) for expenses
q Reimbursement paid by related organization(s) for expenses
Dividends from related organization(s)
Sale of assets to related organization(s)
Purchase of assets from related organization(s)
Exchange of assets with related organization(s)
Lease of facilities, equipment, or other assets to related organization(s)
f
g
h
i
j
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
1 During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity
b Gift, grant, or capital contribution to related organization(s)
c Gift, grant, or capital contribution from related organization(s)
d Loans or loan guarantees to or for related organization(s)
e Loans or loan guarantees by related organization(s)
Part V
Schedule R (Form 990) 2015
46-4215298
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
LIGHTHOUSE GUILD INTERNATIONAL, INC.
Page
4
0025LA 1592 11/15/2016
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5E1310 1.000
(16)
(15)
(14)
(13)
(12)
(11)
(10)
(9)
(8)
(7)
(6)
(5)
(4)
(3)
(2)
(1)
(a)
Name, address, and EIN of entity
8:58:11 AM
Primary activity
(b)
V 15-7F
(c)
Legal domicile
(state or foreign
country)
Yes
No
(e)
Are all partners
section
501(c)(3)
organizations?
3071114
(d)
Predominant
income (related,
unrelated, excluded
from tax under
sections 512-514)
(f)
Share of
total income
(g)
Share of
end-of-year
assets
Yes No
allocations?
Disproportionate
(h)
Yes
No
(j)
General or
managing
partner?
(k)
Percentage
ownership
PAGE 60
Schedule R (Form 990) 2015
(i)
Code V - UBI
amount in box 20
of Schedule K-1
(Form 1065)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets
or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
Part VI
Schedule R (Form 990) 2015
LIGHTHOUSE GUILD INTERNATIONAL, INC.
46-4215298
Schedule R (Form 990) 2015
Part VII
Page
5
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see
instructions).
Schedule R (Form 990) 2015
5E1510 1.000
0025LA 1592 11/15/2016 8:58:11 AM
V 15-7F
3071114
PAGE 61
Source Exif Data:
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