2024-07-01T12:20:38-05:00 2023-12-31 311488076 HOBE & LUCAS CPAS 4807 ROCKSIDE ROAD 510 INDEPENDENCE OH 44131 990 2023-01-01 340821255 SHADYBROOK INC SHAD 4404592296 PO BOX 1863 MENTOR OH 44061 NANCY HERRICK CHAIR 4404592296 2024-05-13 1 NANCY HERRICK 999009999 0 LAWRENCE A DEBALTZO P00327960 2165248900 2024-05-10 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z NANCY HERRICK PO BOX 1863 MENTOR OH 44061 457503 0 X WWW.SHADYBROOK.ORG X 1955 OH CREATING VIBRANT COMMUNITIES BY CONNECTING SPIRITUALLY, CREATIVELY, AND THROUGH SOCIAL CHANGE 7 7 3 16 0 0 7938 6824 6990 5846 10786 10110 0 0 25714 22780 724 865 0 0 39857 53253 0 0 0 51724 25747 92305 79865 -66591 -57085 746446 677947 0 1298 746446 676649 TO CREATE OPPORTUNITIES FOR SPIRITUAL EXPLORATION AND LIFELONG LEARNING IN A DIVERSE AND WELCOMING COMMUNITY. 0 0 9639 865 5846 SHADYBROOK PROGRAMS INCLUDE: YOGA, REIKI, SPIRITUAL EXPLORATION AND DISCUSSION GROUPS 9639 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 1 1 1 1 1 0 0 1 0 0 0 0 0 0 OH X NANCY HERRICK - CHAIR 4404592296 8124 SKYLINE LANE CHAGRIN FALLS OH 44022 X NANCY HERRICK CHAIR 21.00 X X 0 0 0 STEPHEN IMBORNONI TRUSTEE 1.00 X 0 0 0 LAURA IMBORNONI VICE CHAIR 4.00 X X 0 0 0 SHARON VRETTAS TRUSTEE 5.00 X 0 0 0 JILL JURIS AQUILA TRUSTEE 3.00 X 0 0 0 RAMONA CHARLES SECRETARY 2.10 X X 0 0 0 ALSIE CLAY TRUSTEE 5.00 X 0 0 0 0 0 0 0 0 0 0 0 1948 34 4842 6824 PROGRAM INCOME (RETREA 900099 5846 5846 5846 13761 13761 431072 434723 -3651 -3651 -3651 0 34 0 0 22780 5846 0 10110 865 865 49345 49345 3908 3908 2650 2650 7998 7998 1460 1460 105 105 6153 3077 3076 1468 1468 PROGRAM/MEETING RELATED 5592 5592 FOREIGN TAXES PAID 321 321 79865 9639 70226 0 17132 20754 9424 7240 2184 2184 727130 655009 746446 677947 1298 0 1298 X 0 0 0 0 746446 676649 746446 676649 746446 677947 -57085 -12712 0 X 0 0 0 X 8711 9662 6762 5653 6790 37578 8711 9662 6762 5653 6790 37578 37578 16506 13424 12304 13494 13761 69489 8548 8548 115615 0.32500 0.31050 X SCHEDULE A, PART II SECTION C FACTS AND CIRCUMSTANCES TEST: SHADYBROOK, INC. ("SHADYBROOK") IS ORGANIZED AND OPERATES IN A MANNER DESIGNED TO ATTRACT NEW AND ADDITIONAL PUBLIC OR GOVERNMENTAL SUPPORT ON A CONTINUOUS BASIS. THE YEAR 2023 MARKED 68 YEARS OF SHADYBROOK'S PRESENCE IN THE COMMUNITIES OF NORTHEASTERN OHIO. THE SUCCESS OF ITS LONGEVITY IS OWED IN PART TO STRENGTH OF SHADYBROOK'S LEADERSHIP OVER THE YEARS TO UNDERSTAND AND MEET THE NEEDS OF THOSE IT SERVES. SHADYBROOK'S GOVERNING BODY IS ITS BOARD OF TRUSTEES, CONSISTING OF INDIVIDUALS ELECTED BY THE MEMBERSHIP TO OVERSEE THE OPERATIONS OF THE ORGANIZATION, INCLUDING DECIDING HOW BEST TO SERVE THE PUBLIC. IN ORDER TO PROMOTE BROAD COMMUNITY PARTICIPATION AND MEMBERSHIP, ANYONE IS WELCOME TO BECOME A MEMBER OF SHADYBROOK. SHADYBROOK'S MEMBERSHIP DRIVE IS ACTIVE YEAR ROUND. AN INVITATION TO BECOME A MEMBER OF SHADYBROOK IS PUBLISHED ON ITS WEBSITE. LETTERS SOLICITING NEW MEMBERSHIPS AND MEMBERSHIP RENEWALS ARE EMAILED TO THE ORGANIZATION'S FULL MAILING LIST, WHICH INCLUDES CURRENT MEMBERS, INDIVIDUALS INTERESTED IN THE ORGANIZATION WHO ARE NOT MEMBERS, AND A NUMBER OF LOCAL ORGANIZATIONS. BROCHURES INVITING PEOPLE TO BECOME MEMBERS OF THE ORGANIZATION ARE AVAILABLE AT SHADYBROOK'S PROGRAMS AND EVENTS WHICH ARE WIDELY ADVERTISED TO THE PUBLIC THROUGH AN ACTIVE SOCIAL MEDIA PRESENCE. ALTHOUGH A SCALE OF MEMBERSHIP FEES IS SET, A DONATION OF ANY AMOUNT SUBMITTED WITH A MEMBERSHIP FORM IS ACCEPTABLE. THE ORGANIZATION BELIEVES THAT FINANCIAL CONSTRAINTS SHOULD NOT HINDER MEMBERSHIP FOR THOSE INDIVIDUALS WHO ARE DRAWN TO A DEEPER ASSOCIATION WITHIN THE SHADYBROOK COMMUNITY. A DONATION OF ANY AMOUNT IS ACCEPTABLE FOR SUCH MEMBERSHIP. DURING 2023, SHADYBROOK CONTINUED TO SUBSIDIZE, PROMOTE, AND COORDINATE ENRICHMENT ORIENTED EDUCATIONAL AND CULTURAL ACTIVITIES AVAILABLE TO BOTH MEMBERS AND THE GENERAL PUBLIC THROUGH IN PERSON AND VIRTUAL PROGRAMS. WORKSHOPS, SEMINARS AND EVENTS WERE SELECTED TO APPEAL TO PERSONS HAVING A BROAD, COMMON INTEREST IN SELF DISCOVERY THROUGH PERSONAL GROWTH AND SPIRITUAL EXPLORATION, AND TO PROMOTE ONGOING PERSONAL EXPLORATION IN SUCH ACTIVITIES. SHADYBROOK CONTINUES TO OFFER FREE PROGRAMS IN ADDITION TO THOSE HAVING A DESIGNATED FEES SO FINANCIAL LIMITATIONS WILL NOT PREVENT INTERESTED INDIVIDUALS FROM THESE LEARNING OPPORTUNITIES. IN ADDITION, SHADYBROOK'S ONLINE PRESENCE EXPANDED ITS REACH BEYOND THE NORTHEAST OHIO BORDERS ATTRACTING INDIVIDUALS FROM DISTANT STATES AND COUNTRIES. A SUBSTANTIAL PORTION OF SHADYBROOK'S OPERATIONS IS FUNDED BY A WELL-MANAGED ENDOWMENT, WHICH WAS CONTRIBUTED BY A SHADYBROOK FOUNDING MEMBER DECADES AGO. THIS GIFT CONTINUES TO HELP FULFILL THE ORGANIZATION'S VISION OF PROVIDING SPIRITUAL AND EDUCATIONAL PROGRAMS THAT BENEFIT THE GENERAL PUBLIC. ENDOWMENT FUNDS ARE SUPPLEMENTED BY: (1) SHADYBROOK'S CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITING FUNDS FROM THE GENERAL PUBLIC; (2) PROGRAM FEES FOR WORKSHOPS, SEMINARS, AND EVENTS DESIGNED TO INCLUDE MEMBERS AND THE COMMUNITY AT LARGE; (3) BY INCOME FROM MEMBERSHIP AND GENERAL DONATIONS; AND (4) FROM GOODWILL DONATIONS. FOUR SOCIAL EVENTS ARE HELD QUARTERLY FOR THE MEMBERS IN APPRECIATION FOR THEIR INTEREST AND INVOLVEMENT IN THE ORGANIZATION. MEMBERS ARE ENCOURAGED TO BRING GUESTS FROM THE GENERAL PUBLIC TO THESE EVENTS. HISTORICALLY, SHADYBROOK ALSO SEEKS OUT AND COLLABORATES WITH OTHER LIKE-MINDED NONPROFIT AND CHARITABLE ORGANIZATIONS AS WELL AS COMMUNITY INSTITUTIONS IN PARTNERSHIP TO ACHIEVE THESE PURPOSES. 9424 7240 2184 2184 FORM 990, PART VI, SECTION A, LINE 2 STEPHEN IMBORNONI AND LAURA IMBORNONI ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS WHO, BASED ON THEIR STATED INTENTION TO BECOME A MEMBER, MAKE AN ANNUAL NOMINAL MEMBERSHIP DONATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERSHIP DOES ELECT THE OFFICERS AND NEW OR RETURNING BOARD MEMBERS AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS DO VOTE TO APPROVE THE PROPOSED ANNUAL BUDGET AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE OUTSIDE ACCOUNTING FIRM ISSUES A DRAFT COPY OF THE FORM 990 TO THE BOARD FOR ITS REVIEW. THE FORM IS REVIEWED BY THE BOARD MEMBERS AND FOLLOW-UP QUESTIONS, IF ANY, ARE ASKED OF THE OUTSIDE ACCOUNTING FIRM PRIOR TO SIGNATURE AND FILING. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE ORGANIZATION WILL PROVIDE DOCUMENTS TO THE PUBLIC INCLUDING THE FORM 990, FORM 1023 AND GOVERNING DOCUMENTS. THE ORGANIZATION'S SECRETARY HANDLES THE REQUESTS.