State Services Organization Inc: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- State Services Organization Inc (EIN 52-2223432)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202411359349301201
- 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 | 2024-05-14T06:07:21-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582676261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rogers & Company PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8300 Boone Boulevard Suite 600 | AddressLine1Txt |
| City | Vienna | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22182 | 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 | 522223432 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | State Services Organization Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAT | BusinessNameControlTxt |
| Phone | 2026245490 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 North Capitol Street NW 237 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200011594 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Audrey Williams | PersonNm |
| Person Title | Interim Executive Director | PersonTitleTxt |
| Phone | 3012735177 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Audrey | PersonFirstNm |
| Person Last | Williams | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lori A Collingsworth | PreparerPersonNm |
| PTIN | P00639819 | PTIN |
| Phone | 7038930300 | PhoneNum |
| Preparation | 2024-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | Audrey Williams | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 North Capitol Street NW 237 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200011594 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,773,953 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.sso.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | The purpose for which the corporation was formed was to lessen the burdens of government and assist charitable and educational organizations in their charitable and educational functions by providing office space in Washington, DC, and cost effective administrative services to Washington, DC offices of state and local governments, state legislatures, associations of state and/or local governments, associations of government officials, other state and local governmental instrumentalities and section 501(c)(3) organizations that interact with federal, state and local government agencies, instrumentalities or associations. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $144,368 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,569,094 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,928,683 | CYProgramServiceRevenueAmt |
| PY Investment Income | $536,863 | PYInvestmentIncomeAmt |
| CY Investment Income | $94,794 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $14,105,957 | PYTotalRevenueAmt |
| CY Total Revenue | $4,023,477 | 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 | $1,156,031 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $697,640 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,882,307 | PYOtherExpensesAmt |
| CY Other Expenses | $7,660,938 | CYOtherExpensesAmt |
| PY Total Expenses | $16,038,338 | PYTotalExpensesAmt |
| CY Total Expenses | $8,358,578 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,932,381 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,335,101 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,759,540 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,041,444 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,737,673 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,354,678 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,021,867 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $686,766 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The purpose for which the corporation was formed was to lessen the burdens of government and assist charitable and educational organizations in their charitable and educational functions by providing office space in Washington, DC, and cost effective administrative services to Washington, DC offices of state and local governments, state legislatures, associations of state and/or local governments, associations of government officials, other state and local governmental instrumentalities and Section 501(c)(3) organizations that interact with federal, state and local government agencies, instrumentalities or associations. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $6,745,402 | ExpenseAmt |
| Revenue | $3,174,452 | RevenueAmt |
| Desc | Rental operations provide office space in Washington, DC to state goverments and tax exempt organizations. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $738,625 | ExpenseAmt |
| Revenue | $587,657 | RevenueAmt |
| Desc | Administrative services provide communications, parking, printing, and reproduction, mail, meeting and other services in a cost effective manner to state governments and tax exempt organizations. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,484,027 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | Yes (1) | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Audrey Williams | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3012735177 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 North Capitol Street NW 237 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200011594 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Jason Moseley CSG | |||||||
| Chairman (Founding) | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LeAnne Redick Wilson NGA | |||||||
| Board Director (Founding) | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Victor Vialpando-Nunez NCSL | |||||||
| Board Director (Founding) | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Jim McClesky State of NC | |||||||
| Board Director (State Office Rep) | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Audrey Williams | |||||||
| Interim Executive Director | 40.00 | Yes (X) | $162,997 | $0 | $21,989 | ||
| Fabio Andrade | |||||||
| Chief Information Officer | 40.00 | $161,190 | $0 | $13,491 | Yes (X) | ||
| Val Ogora | |||||||
| Sr. Logistics Manager | 40.00 | $124,302 | $0 | $11,123 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $448,489 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $46,603 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Venable LLP | |||||
| 750 E Pratt Street Ste 900 | Baltimore | MD | 21202 | Legal Services | $531,339 |
| MGA Inc | |||||
| 1776 Eye Street NW | Washington | DC | 20006 | R/E Advisory Svcs. | $301,299 |
| 3Cubed Advisory Services LLC | |||||
| 111 S Calvert Street Ste 1400 | Baltimore | MD | 21202 | Consulting | $108,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| Rental operations | 531120 | $3,341,026 | $3,174,452 | $166,574 | |
| Administrative services | 561000 | $587,657 | $443,289 | $144,368 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,928,683 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,683 | TotalRevenueColumnAmt |
| Exclusion | $54,683 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,790,587 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,750,476 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $40,111 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,111 | TotalRevenueColumnAmt |
| Exclusion | $40,111 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,023,477 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,617,741 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $144,368 | UnrelatedBusinessRevenueAmt |
| Exclusion | $261,368 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,879 | TotalAmt |
| Program Services | $83,008 | ProgramServicesAmt |
| Management And General | $116,871 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,228 | TotalAmt |
| Program Services | $153,888 | ProgramServicesAmt |
| Management And General | $237,340 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,366 | TotalAmt |
| Program Services | $10,094 | ProgramServicesAmt |
| Management And General | $6,272 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,734 | TotalAmt |
| Program Services | $27,587 | ProgramServicesAmt |
| Management And General | $17,147 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,433 | TotalAmt |
| Program Services | $28,019 | ProgramServicesAmt |
| Management And General | $17,414 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,609 | TotalAmt |
| Program Services | $3,477 | ProgramServicesAmt |
| Management And General | $235,132 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,756 | TotalAmt |
| Management And General | $32,756 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,911 | TotalAmt |
| Management And General | $3,911 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,423 | TotalAmt |
| Program Services | $17,451 | ProgramServicesAmt |
| Management And General | $71,972 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,423 | TotalAmt |
| Program Services | $97,592 | ProgramServicesAmt |
| Management And General | $15,831 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,001 | TotalAmt |
| Program Services | $66,257 | ProgramServicesAmt |
| Management And General | $22,744 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,816,522 | TotalAmt |
| Program Services | $6,748,480 | ProgramServicesAmt |
| Management And General | $68,042 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$1,631 | TotalAmt |
| Program Services | -$2,850 | ProgramServicesAmt |
| Management And General | $1,219 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$2,880 | TotalAmt |
| Program Services | -$3,081 | ProgramServicesAmt |
| Management And General | $201 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,370 | TotalAmt |
| Program Services | $125,446 | ProgramServicesAmt |
| Management And General | $924 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,952 | TotalAmt |
| Program Services | $21,750 | ProgramServicesAmt |
| Management And General | $25,202 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Parking | $90,116 | $88,903 | $1,213 |
| Books & Periodicals | $25,143 | $25,143 | |
| Professional Dues | -$6,777 | -$7,137 | $360 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,358,578 | TotalAmt |
| Program Services | $7,484,027 | ProgramServicesAmt |
| Management And General | $874,551 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,824,439 | BOYAmt |
| EOY | $182,590 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,010,143 | BOYAmt |
| EOY | $1,820,164 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,451,792 | BOYAmt |
| EOY | $38,489 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,008 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,959 | BOYAmt |
| EOY | $201 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,542,799 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,785,400 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,759,540 | BOYAmt |
| EOY | $2,041,444 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,039,049 | BOYAmt |
| EOY | $1,354,678 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,363 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,362,261 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,737,673 | BOYAmt |
| EOY | $1,354,678 | 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 | $5,021,867 | BOYAmt |
| EOY | $686,766 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,021,867 | BOYAmt |
| EOY | $686,766 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,759,540 | BOYAmt |
| EOY | $2,041,444 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,335,101 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,972,023 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,992,423 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,068,233 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,737,814 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,617,741 | CurrentTaxYearAmt |
| Total | $57,388,234 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $266,575 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $441,728 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $548,711 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $536,311 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $166,574 | CurrentTaxYearAmt |
| Total | $1,959,899 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,238,598 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,434,151 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,616,944 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,274,125 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,784,315 | CurrentTaxYearAmt |
| Total | $59,348,133 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,807,411 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,002,517 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,492,667 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,814,837 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,232,096 | CurrentTaxYearAmt |
| Total | $26,349,528 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,807,411 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,002,517 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,492,667 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,814,837 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,232,096 | CurrentTaxYearAmt |
| Total | $26,349,528 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $32,998,605 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $350,352 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $373,809 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $255,254 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $214,732 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,683 | CurrentTaxYearAmt |
| Total | $1,248,830 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $350,352 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $373,809 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $255,254 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $214,732 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,683 | CurrentTaxYearAmt |
| Total | $1,248,830 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,588,950 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,807,960 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,872,198 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,488,857 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,838,998 | CurrentTaxYearAmt |
| Total | $60,596,963 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.54460 | PublicSupportCY509Pct |
| Public Support PY509 | 0.54860 | PublicSupportPY509Pct |
| Investment Income CY | 0.02060 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02120 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,739,639 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $44,934 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,784,573 | OtherExpendituresAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,493,440 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$226,118 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,500,000 | OtherExpendituresAmt |
| Administrative Expenses | $27,683 | AdministrativeExpensesAmt |
| End Year Balance | $2,739,639 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,956,068 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,077,295 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,500,000 | OtherExpendituresAmt |
| Administrative Expenses | $39,923 | AdministrativeExpensesAmt |
| End Year Balance | $4,493,440 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,809,370 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $912,084 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,700,000 | OtherExpendituresAmt |
| Administrative Expenses | $65,386 | AdministrativeExpensesAmt |
| End Year Balance | $7,956,068 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,008,130 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $863,692 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $62,452 | AdministrativeExpensesAmt |
| End Year Balance | $9,809,370 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: | FormAndLineReferenceDesc |
| Explanation | The organization maintained a Board-designated Reserve Fund until late 2022, at which time the Board removed the Board-imposed restrictions on the Reserve Fund. The Reserve Fund was a Board-designated fund for the investment of assets expected to be held greater than one year to allow funds to meet requirements from unbudgeted expenses and for capital expenditures. In addition, the Reserve Fund was created to enhance the purchasing of the portfolio and to provide financial stability to the organization. On September 2, 2022, the organization's Board commenced a wind-down of its activities and, as part of the wind-down, terminated the Board-designated Reserve Fund. The organization has effectively ceased operations and maintains its remaining financial assets in an unrestricted fund, and is using the amounts in the unrestricted fund to pay existing and new obligations before final dissolution. The organization expects to dissolve finally no later than 2025. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Audrey Williams | ||||||||||||||
| Interim Executive Director | $161,707 | $0 | $0 | $0 | $1,290 | $0 | $14,904 | $0 | $7,085 | $0 | $184,986 | $0 | $0 | $0 |
| Fabio Andrade | ||||||||||||||
| Chief Information Officer | $124,103 | $0 | $0 | $0 | $37,087 | $0 | $8,057 | $0 | $5,434 | $0 | $174,681 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 4a | FormAndLineReferenceDesc |
| Explanation | The following individuals listed in Part VII-A received severance compensation upon termination in calendar year 2022 in connection with the organization's winding down of operations: Fabio Andrade, Chief Information Officer $36,860 Val Ogora, Sr. Logistics Manager $ 28,423 | ExplanationTxt |
Schedule N IRS990ScheduleN
Disposition Of Assets Detail DispositionOfAssetsDetail (9 entries)
| Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDesc | DistributionDistributionDt | Fair Market Value Of AssetFairMarketValueOfAssetAmt | Method Of FMV DeterminationMethodOfFMVDeterminationTxt | EINEIN | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|
| MEBAR HOS LLC | ||||||||
| Leasehold improvements, property and equipment | 2022-09-02 | $2,416,431 | Net Book Value | 132984114 | 400/444 North Capitol Street | Washington | DC | 20001 |
| MEBAR HOS LLC | ||||||||
| Deferred rent receivable | 2022-09-02 | $6,920,553 | Book value | 132984114 | 400/444 North Capitol Street | Washington | DC | 20001 |
| MEBAR HOS LLC | ||||||||
| Deferred rent benefit (Liability) | 2022-09-02 | $9,006,674 | Book value | 132984114 | 400/444 North Capitol Street | Washington | DC | 20001 |
| MEBAR HOS LLC | ||||||||
| Tenant improvement allowance payable (Liability) | 2022-09-02 | $1,519,585 | Book value | 132984114 | 400/444 North Capitol Street | Washington | DC | 20001 |
| MEBAR HOS LLC | ||||||||
| AP and AR clearing (Liability) | 2022-09-02 | $16,360 | Book value | 132984114 | 400/444 North Capitol Street | Washington | DC | 20001 |
| MEBAR HOS LLC | ||||||||
| Rent Deposits on Account (Liability) | 2022-09-02 | $802,732 | Book value | 132984114 | 400/444 North Capitol Street | Washington | DC | 20001 |
| MEBAR HOS LLC | ||||||||
| Service Deposits on Account (Liability) | 2022-09-02 | $14,706 | Book value | 132984114 | 400/444 North Capitol Street | Washington | DC | 20001 |
| Sales through Morgan Stanley Brokerage Account | ||||||||
| Investment sales- July-November Morgan Stanley Account | 2022-11-30 | $2,741,898 | Fair Market Value date of sale | 12505 PK Potomac Ave Ste 200 | Potomac | MD | 20854 | |
| Sales through Wells Fargo Brokerage Account | ||||||||
| Investment sales- July-December Wells Fargo Account | 2022-12-31 | $1,048,689 | Fair Market Value date of sale | 1753 Pinnacle Drive 3rd Fl | McLean | VA | 22102 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | 0 | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | 0 | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | 0 | OwnerOfSuccessor2Ind |
| Receive Compensation2 | 0 | ReceiveCompensation2Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II- Sale, Exchange, Disposition, or Other Transfer of More Than 25% of | FormAndLineReferenceDesc |
| Explanation | the Organization's Assets:SSO is in the process of winding down and eventually liquidating and dissolving the organization. In connection with the wind-down process, SSO entered into a lease assignment agreement and transferred all tenant subleases and certain assets and certain liabilities to their landlord effective September 2, 2022 and most day to day rental operations and administrative services programs ceased as of October 31, 2022. The organization has effectively ceased operations and maintains its remaining financial assets in an unrestricted fund, and is using the amounts in the unrestricted fund to pay existing and new obligations before final dissolution. The organization expects to dissolve finally no later than 2025.During the fiscal year, SSO also liquidated its investment portfolio. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, line 3 | SSO is in the process of winding down and eventually liquidating and dissolving the organization. In connection with the wind down process, SSO transferred all tenant subleases to their landlord, and most day to day rental operations and administrative services programs ceased as of October 31, 2022. |
| Form 990, Part VI, Section A, line 4 | During the fiscal year the Board resolved to wind down operations and eventually liquidate and dissolve the organization. |
| Form 990, Part VI, Section A, line 7a | Elective of members and their rights. Two directors are at-large directors. One of these directors is a representative of and is elected by eligible associations and the other at-large director is a representative of and is elected by eligible state offices. |
| Form 990, Part VI, Section B, line 11b | The 990 is prepared by an outside accounting firm and is reviewed and signed by the Executive Director. A copy of the Form 990 is distributed to the Board of Directors prior to filing the return with the IRS. |
| Form 990, Part VI, Section B, line 12c | SSO requires officers and directors to certify that they have reviewed the conflict of interest policy on an annual basis. An individual found to be in violation of the conflict of interest policy is subject to appropriate disciplinary and corrective action. |
| Form 990, Part VI, Section B, line 15a | The policy on the process for determining compensation applies to the compensation of the Executive Director of SSO. The Executive Director of SSO reports to a Board of Directors. The SSO Board is responsible for annually evaluating the performance of the SSO Executive Director and sets the salary after reviewing data of comparable compensation for similarly qualified persons in a functionally comparable position at similarly situated organizations. The SSO Board contemporaneously communicates pay increase decisions and forwards appropriate documentation to human resources for payroll processing. |
| Form 990, Part VI, Section C, line 19 | Upon request. |