THE LEADERSHIP ACADEMY INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE LEADERSHIP ACADEMY INC (EIN 03-0503570)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-13
- IRS object ID
- 202411349349304936
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T12:38:33-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 PARK AVENUE 38TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030503570 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Leadership Academy Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOSEPH BURKE | InCareOfNm |
| Business Name Control | LEAD | BusinessNameControlTxt |
| Phone | 7186834192 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10-27 46th Ave Suite 101 | AddressLine1Txt |
| City | LONG ISLAND CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR NANCY B GUTIERREZ | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7187527365 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DR NANCY | PersonFirstNm |
| Person Last | B GUTIERREZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paul Hammerschmidt | PreparerPersonNm |
| PTIN | P01384178 | PTIN |
| Phone | 2128858000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR NANCY B GUTIERREZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10-27 46th Ave Ste 101 | AddressLine1Txt |
| City | LONG ISLAND CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,334,988 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.leadershipacademy.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO BUILD THE CAPACITY OF EDUCATIONAL LEADERS, AT EVERY LEVEL OF THE SYSTEM, TO CONFRONT INEQUITIES AND CREATE THE CONDITIONS NECESSARY FOR ALL STUDENTS TO THRIVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 52 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,758,443 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,367,812 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,273,828 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,958,713 | CYProgramServiceRevenueAmt |
| PY Investment Income | $486 | PYInvestmentIncomeAmt |
| CY Investment Income | $598 | CYInvestmentIncomeAmt |
| PY Other Revenue | $14,733 | PYOtherRevenueAmt |
| CY Other Revenue | $7,865 | CYOtherRevenueAmt |
| PY Total Revenue | $10,047,490 | PYTotalRevenueAmt |
| CY Total Revenue | $12,334,988 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,124,955 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,952,506 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $335,892 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,715,573 | PYOtherExpensesAmt |
| CY Other Expenses | $3,590,770 | CYOtherExpensesAmt |
| PY Total Expenses | $7,840,528 | PYTotalExpensesAmt |
| CY Total Expenses | $9,543,276 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,206,962 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,791,712 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,788,213 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,200,901 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,198,137 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $819,401 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,590,076 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,381,500 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE LEADERSHIP ACADEMY BUILDS THE CAPACITY OF EDUCATIONAL LEADERS, AT EVERY LEVEL OF THE SYSTEM, TO CONFRONT INEQUITIES AND CREATE THE CONDITIONS NECESSARY FOR ALL STUDENTS TO THRIVE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $7,385,342 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,958,713 | RevenueAmt |
| Desc | THE LEADERSHIP ACADEMY SUPPORTS GREATER ACADEMIC SUCCESS FOR STUDENTS THROUGH HIGH QUALITY SCHOOL AND DISTRICT LEADERSHIP PROGRAMS. IT DOES THIS BY BUILDING THE CAPACITY OF EDUCATION SYSTEMS ACROSS THE COUNTRY TO DEVELOP AND SUPPORT ITS' OWN LEADERS. THE LEADERSHIP ACADEMY ACHIEVES THIS THROUGH SEVERAL LEADERSHIP INITIATIVES OFFERED TO SCHOOLS NATIONALLY. PREPARING ASPIRING LEADERS - DEVELOPS LEADERS THROUGH A 14-MONTH LEADERSHIP DEVELOPMENT MODEL WHICH EQUIPS FUTURE PRINCIPALS TO CREATE THRIVING SCHOOLS THAT ADVANCE IMPROVED TEACHING AND LEARNING PRACTICES. SUPPORTING CURRENT SCHOOL LEADERS - PARTNERS WITH DISTRICTS AND STATES TO IMPLEMENT A STRATEGIC APPROACH TO PROFESSIONAL DEVELOPMENT BY ENGAGING IN STRATEGIC PLANNING, CURRICULUM DESIGN AND DELIVERY AND PROGRAM ASSESSMENT. SUPPORTING LEADERSHIP TEAMS - HELPS SCHOOL PRINCIPALS TO POSSESS THE ABILITY AND CAPACITY TO EFFECTIVELY COLLABORATE WITH THEIR FELLOW SCHOOL LEADERS AND TEACHERS TO SHARE RESPONSIBILITY AND ACCOUNTABILITY FOR SCHOOL IMPROVEMENT AND STUDENT achievement. SUPPORTING DISTRICT LEADERS - BUILDS DISTRICT LEADERS AND PRINCIPAL SUPERVISOR'S CAPACITY TO SUPPORT AND DEVELOP EFFECTIVE PRINCIPALS AND TO MANAGE SCHOOL LEADER PERFORMANCE. COACHING - PROVIDES LEADERSHIP COACHING, COACH TRAINING AND STRATEGIC CONSULTING FOR COACHING PROGRAMS TO HELP DISTRICTS, STATES, CHARTER SCHOOL, AND OTHER EDUCATION-FOCUSED ORGANIZATIONS THAT WORK WITH SCHOOLS TO LEVERAGE THE ROLE OF THE PRINCIPAL AS IT INFLUENCES STUDENT ACHIEVEMENT. | Desc |
| Total Program Service Expenses | $7,385,342 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 82 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 52 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH BURKE | PersonNm |
| Phone | 7186834192 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10-27 46TH AVE SUITE 101 | AddressLine1Txt |
| City | LONG ISLAND CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DR NANCY B GUTIERREZ | ||||||||
| PRESIDENT & CEO | 40.0 | 0.0 | Yes (X) | Yes (X) | $304,817 | $0 | $19,422 | |
| MICHELLE JARNEY | ||||||||
| CHIEF LEARNING & STRATEGY OFF. | 40.0 | 0.0 | Yes (X) | $178,568 | $0 | $38,328 | ||
| MARY RICE-BOOTHE | ||||||||
| CHIEF ACCESS & EQUITY OFFICER | 40.0 | 0.0 | Yes (X) | $179,400 | $0 | $35,401 | ||
| MARY JO DUNNINGTON | ||||||||
| CHIEF OPERATING OFFICER | 40.0 | 0.0 | Yes (X) | $179,400 | $0 | $25,322 | ||
| PHILIP BENOWITZ | ||||||||
| ASSOC. VP, CLIENT ENGAGEMENT | 40.0 | 0.0 | $147,400 | $0 | $34,893 | Yes (X) | ||
| MARIANNA VALDEZ | ||||||||
| ASSOC. VP, RES. EVAL. & IMPACT | 40.0 | 0.0 | $143,000 | $0 | $32,579 | Yes (X) | ||
| CAROL LEARNED MILLER | ||||||||
| CHIEF OF STAFF | 40.0 | 0.0 | Yes (X) | $168,667 | $0 | $2,900 | ||
| DAVID BAIZ | ||||||||
| Executive Director of Programs | 40.0 | 0.0 | Yes (X) | $154,900 | $0 | $15,937 | ||
| NICOLE CATHEY | ||||||||
| NAT'AL DESIGNER & FACILITATOR | 40.0 | 0.0 | $144,826 | $0 | $22,381 | Yes (X) | ||
| RACHEL SCOTT | ||||||||
| SR. DIR. LEARNING Services | 40.0 | 0.0 | $127,918 | $0 | $38,248 | Yes (X) | ||
| JESSICA CIHAL | ||||||||
| SR. DIR. LEARNING & Strategy | 40.0 | 0.0 | $127,400 | $0 | $25,626 | Yes (X) | ||
| ANTHONY KING 0822 - 1222 | ||||||||
| EXEC. DIR. OF EXTERNAL ENGMT. | 40.0 | 0.0 | Yes (X) | $63,749 | $0 | $15,027 | ||
| JONATHAN MOSES | ||||||||
| CHAIR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DONALD F DONAHUE | ||||||||
| TREASURER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Dr John Garcia III | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KATHERINE BIBB HUBBARD | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ERIK W KAHN | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DR KENDRA FERGUSON | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DR HECTOR MONTENEGRO | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Dr Darline Robles | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SY STERNBERG | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT D WIDMEYER | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,920,045 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $306,064 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| POLICIES STUDIES ASSOCIATES INC | |||||
| 1120 20TH STREET NW SUITE 200 N | WASHINGTON | DC | 20036 | CONSULTING | $310,731 |
| MIKEL ROYAL | |||||
| 2616 EAST CHERRY CREEK SOUTH DRIVE | DENVER | CO | 80209 | CONSULTING | $156,000 |
| ARABELLA ADVISORS LLC | |||||
| 1828 L STREET SUITE 300 | WASHINGTON | DC | 20036 | ACCOUNTING | $142,563 |
| LEARNING FORWARD | |||||
| 504 S LOCUST STREET | OXFORD | OH | 45056 | CONSULTING | $132,600 |
| BANK STREET COLLEGE OF EDUCATION | |||||
| 610 WEST 112TH STREET | NEW YORK | NY | 10025 | Project mgmt. svcs. | $130,233 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $9,367,812 | AllOtherContributionsAmt |
| Total Contributions | $9,367,812 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES & CONTRACTS FROM GOV'T AGENCIES | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $2,958,713 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,958,713 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,958,713 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $598 | TotalRevenueColumnAmt |
| Exclusion | $598 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900009 | BusinessCd |
| Total Revenue Column | $7,865 | TotalRevenueColumnAmt |
| Exclusion | $7,865 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,865 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,334,988 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,958,713 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $8,463 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,516,571 | TotalAmt |
| Program Services | $1,174,653 | ProgramServicesAmt |
| Management And General | $288,493 | ManagementAndGeneralAmt |
| Fundraising | $53,425 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,225 | TotalAmt |
| Program Services | $81,225 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,182,768 | TotalAmt |
| Program Services | $2,446,886 | ProgramServicesAmt |
| Management And General | $620,900 | ManagementAndGeneralAmt |
| Fundraising | $114,982 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $819,342 | TotalAmt |
| Program Services | $634,618 | ProgramServicesAmt |
| Management And General | $155,862 | ManagementAndGeneralAmt |
| Fundraising | $28,862 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352,600 | TotalAmt |
| Program Services | $273,105 | ProgramServicesAmt |
| Management And General | $67,074 | ManagementAndGeneralAmt |
| Fundraising | $12,421 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,543 | TotalAmt |
| Management And General | $136,543 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,445,786 | TotalAmt |
| Program Services | $2,021,751 | ProgramServicesAmt |
| Management And General | $332,084 | ManagementAndGeneralAmt |
| Fundraising | $91,951 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,436 | TotalAmt |
| Program Services | $262,908 | ProgramServicesAmt |
| Management And General | $64,571 | ManagementAndGeneralAmt |
| Fundraising | $11,957 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,517 | TotalAmt |
| Program Services | $142,917 | ProgramServicesAmt |
| Management And General | $35,100 | ManagementAndGeneralAmt |
| Fundraising | $6,500 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,342 | TotalAmt |
| Program Services | $121,869 | ProgramServicesAmt |
| Management And General | $29,931 | ManagementAndGeneralAmt |
| Fundraising | $5,542 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,260 | TotalAmt |
| Program Services | $165,954 | ProgramServicesAmt |
| Management And General | $40,758 | ManagementAndGeneralAmt |
| Fundraising | $7,548 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,212 | TotalAmt |
| Management And General | $8,212 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,894 | TotalAmt |
| Program Services | $40,195 | ProgramServicesAmt |
| Management And General | $9,871 | ManagementAndGeneralAmt |
| Fundraising | $1,828 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PAYROLL PROCESSING FEES | $27,912 | $27,912 | ||
| PROGRAM SUPPPLIES | $23,208 | $4,415 | $17,976 | $817 |
| PROFESSIONAL DEVELOPMENT | $1,660 | $316 | $1,285 | $59 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,543,276 | TotalAmt |
| Program Services | $7,385,342 | ProgramServicesAmt |
| Management And General | $1,822,042 | ManagementAndGeneralAmt |
| Fundraising | $335,892 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $814 | BOYAmt |
| EOY | $2,245 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,321,833 | BOYAmt |
| EOY | $7,856,215 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,734,426 | BOYAmt |
| EOY | $1,831,809 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,321,229 | BOYAmt |
| EOY | $1,348,928 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,602 | BOYAmt |
| EOY | $142,113 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,331,515 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,312,690 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,845 | BOYAmt |
| EOY | $18,825 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,464 | BOYAmt |
| EOY | $766 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,788,213 | BOYAmt |
| EOY | $11,200,901 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,198,137 | BOYAmt |
| EOY | $819,401 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,198,137 | BOYAmt |
| EOY | $819,401 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,847,786 | BOYAmt |
| EOY | $4,456,460 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,742,290 | BOYAmt |
| EOY | $5,925,040 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,590,076 | BOYAmt |
| EOY | $10,381,500 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,788,213 | BOYAmt |
| EOY | $11,200,901 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,791,712 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$288 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,946,527 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,481,368 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,754,563 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,944,831 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,367,812 | CurrentTaxYearAmt |
| Total | $20,495,101 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,946,527 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,481,368 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,754,563 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,944,831 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,367,812 | CurrentTaxYearAmt |
| Total | $20,495,101 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,531,433 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,963,668 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $885 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $715 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $353 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $486 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $598 | CurrentTaxYearAmt |
| Total | $3,037 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,950 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,783 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,068 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,733 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,865 | CurrentTaxYearAmt |
| Total | $61,399 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $20,559,537 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $17,337,179 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.53326 | PublicSupportCY170Pct |
| Public Support PY170 | 0.52040 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,304 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,304 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $814,572 | OtherCostOrOtherBasisAmt |
| Depreciation | $809,475 | DepreciationAmt |
| Book Value | $5,097 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $489,639 | OtherCostOrOtherBasisAmt |
| Depreciation | $475,911 | DepreciationAmt |
| Book Value | $13,728 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,825 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,334,700 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$288 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$288 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,334,988 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $12,334,988 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,543,276 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $9,543,276 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $9,543,276 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | UNDER ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, AND ORGANIZATION MUST RECOGNIZE THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION DOES NOT BELIEVE IT HAS TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT HAS NOT RECORDED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE ORGANIZATION HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. FOR THE YEAR ENDED JUNE 30, 2023, THERE WERE NO INTERESTS OR PENALTIES RECORDED OR INCLUDED IN THE STATEMENT OF ACTIVITIES. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING AUTHORITIES. AS OF JUNE 30, 2023, THE ORGANIZATION WAS NOT SUBJECT TO ANY EXAMINATION BY A TAXING AUTHORITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR NANCY B GUTIERREZ | ||||||||||||||
| PRESIDENT & CEO | $269,817 | $0 | $35,000 | $0 | $0 | $0 | $2,900 | $0 | $16,522 | $0 | $324,239 | $0 | $0 | $0 |
| DAVID BAIZ | ||||||||||||||
| Executive Director of Programs | $151,900 | $0 | $3,000 | $0 | $0 | $0 | $2,900 | $0 | $13,037 | $0 | $170,837 | $0 | $0 | $0 |
| MARY JO DUNNINGTON | ||||||||||||||
| CHIEF OPERATING OFFICER | $169,400 | $0 | $10,000 | $0 | $0 | $0 | $2,900 | $0 | $22,422 | $0 | $204,722 | $0 | $0 | $0 |
| MARY RICE-BOOTHE | ||||||||||||||
| CHIEF ACCESS & EQUITY OFFICER | $169,400 | $0 | $10,000 | $0 | $0 | $0 | $0 | $0 | $35,401 | $0 | $214,801 | $0 | $0 | $0 |
| MICHELLE JARNEY | ||||||||||||||
| CHIEF LEARNING & STRATEGY OFF. | $168,568 | $0 | $10,000 | $0 | $0 | $0 | $2,900 | $0 | $35,428 | $0 | $216,896 | $0 | $0 | $0 |
| CAROL LEARNED MILLER | ||||||||||||||
| CHIEF OF STAFF | $158,667 | $0 | $10,000 | $0 | $0 | $0 | $2,900 | $0 | $0 | $0 | $171,567 | $0 | $0 | $0 |
| PHILIP BENOWITZ | ||||||||||||||
| ASSOC. VP, CLIENT ENGAGEMENT | $144,400 | $0 | $3,000 | $0 | $0 | $0 | $0 | $0 | $34,893 | $0 | $182,293 | $0 | $0 | $0 |
| NICOLE CATHEY | ||||||||||||||
| NAT'AL DESIGNER & FACILITATOR | $141,826 | $0 | $3,000 | $0 | $0 | $0 | $0 | $0 | $22,381 | $0 | $167,207 | $0 | $0 | $0 |
| MARIANNA VALDEZ | ||||||||||||||
| ASSOC. VP, RES. EVAL. & IMPACT | $140,000 | $0 | $3,000 | $0 | $0 | $0 | $2,900 | $0 | $29,679 | $0 | $175,579 | $0 | $0 | $0 |
| RACHEL SCOTT | ||||||||||||||
| SR. DIR. LEARNING Services | $124,918 | $0 | $3,000 | $0 | $0 | $0 | $2,900 | $0 | $35,348 | $0 | $166,166 | $0 | $0 | $0 |
| JESSICA CIHAL | ||||||||||||||
| SR. DIR. LEARNING & Strategy | $124,400 | $0 | $3,000 | $0 | $0 | $0 | $0 | $0 | $25,626 | $0 | $153,026 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7: | FormAndLineReferenceDesc |
| Explanation | SCHEDULE J, PART II, COLUMN (B)(II) REPORTS DISCRETIONARY INCENTIVE AMOUNTS THAT WERE APPROVED BY THE BOARD BASED UPON PERFORMANCE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Irma Zardoya | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FORMER CEO | RelationshipDescriptionTxt |
| Transaction | $81,225 | TransactionAmt |
| Transaction | CONSULTANT FOR PROGRAM WORK | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B: | FORM 990 IS REVIEWED IN DETAIL BY THE AUDIT COMMITTEE AND MANAGEMENT, INCLUDING THE CHIEF OPERATING OFFICER. FORM 990 IS THEN DISTRIBUTED TO THE BOARD FOR THEIR OPPORTUNITY TO REVIEW AND ASK QUESTIONS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C: | KEY EMPLOYEES SUBMIT A CONFLICT OF INTEREST FORM TO HUMAN RESOURCES ANNUALLY AND UPON HIRE. BOARD MEMBERS AND OFFICERS SUBMIT A CONFLICT OF INTEREST FORM TO THE EXECUTIVE VICE PRESIDENT OF EXTERNAL AFFAIRS UPON APPOINTMENT OR HIRE AND ANNUALLY THEREAFTER. |
| FORM 990, PART VI, SECTION B, LINES 15A AND 15B: | A COMPENSATION REVIEW IS CONDUCTED BY A QUALIFIED INDEPENDENT CONSULTANT EVERY THREE YEARS WITH THE MOST RECENT REVIEW UNDERTAKEN IN August 2022. THIS REVIEW GUIDES THE ORGANIZATION IN SETTING SALARY RANGES FOR THE DIFFERENT POSITIONS IN THE ORGANIZATION. IN THE INTERVENING YEARS, THE REPORTING ORGANIZATION'S STAFF GATHERS COMPENSATION DATA THROUGH FORM 990'S OF SIMILAR ORGANIZATIONS AND PUBLICLY AVAILABLE SALARY SURVEYS WHICH SENIOR MANAGEMENT UTILIZES TO ASSESS WHETHER SALARY RANGES ARE STILL APPROPRIATE. THE COMPENSATION COMMITTEE (MEMBERS OF THE INDEPENDENT BOARD) ALSO REVIEWS MARKET DATA INFORMATION AND RECOMMENDS COMPENSATION OF THE CEO, OTHER OFFICERS AND KEY EMPLOYEES TO THE FULL BOARD FOR APPROVAL THROUGH THE ANNUAL BUDGET PROCESS WHERE APPROVAL WAS CONDUCTED IN AN EXECUTIVE SESSION OF THE BOARD. CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION REQUIREMENT WAS MET THROUGH THE ORGANIZATION'S BOARD MINUTES AND THAT OF THE COMPENSATION COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19: | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:ELLC FACILITATOR FEES TOTAL FEES:920001 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER PROFESSIONAL FEES TOTAL FEES:1525785 |