COMMONWEALTH FOUNDATION FOR PUBLIC POLICY ALTERNATIVES: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- COMMONWEALTH FOUNDATION FOR PUBLIC POLICY ALTERNATIVES (EIN 23-2473845)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-07-22
- IRS object ID
- 202412049349300041
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-22T11:08:25-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251638525 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROSSMAN YANAK & FORD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 LIBERTY AVENUE SUITE 500 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232473845 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMONWEALTH FOUNDATION FOR PUBLIC | BusinessNameLine1Txt |
| Business Name Line2 | POLICY ALTERNATIVES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 7176711901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 STATE STREET 302 | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES F MITCHELL | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 7176711901 | PhoneNum |
| Signature | 2024-07-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | MITCHELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD E DYNOSKE | PreparerPersonNm |
| PTIN | P00095538 | PTIN |
| Phone | 4123389300 | PhoneNum |
| Preparation | 2024-07-18 | 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 | CHARLES F MITCHELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 STATE STREET 302 | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,554,022 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COMMONWEALTHFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | THE COMMONWEALTH FOUNDATION TRANSFORMS FREE-MARKET IDEAS INTO PUBLIC (CONTINUED ON SCHEDULE O) POLICIES SO ALL PENNSYLVANIANS CAN FLOURISH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 26 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,477,145 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,348,387 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $27,431 | PYInvestmentIncomeAmt |
| CY Investment Income | $205,635 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,000 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $8,505,576 | PYTotalRevenueAmt |
| CY Total Revenue | $9,554,022 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $106,681 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $300,652 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,735,286 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,989,163 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $529,823 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $1,267,840 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,637,814 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,855,810 | PYOtherExpensesAmt |
| CY Other Expenses | $5,482,707 | CYOtherExpensesAmt |
| PY Total Expenses | $8,227,600 | PYTotalExpensesAmt |
| CY Total Expenses | $9,040,362 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $277,976 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $513,660 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,120,050 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,691,370 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $817,703 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $875,389 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,302,347 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,815,981 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE COMMONWEALTH FOUNDATION TRANSFORMS FREE-MARKET IDEAS INTO PUBLIC POLICIES SO ALL PENNSYLVANIANS CAN FLOURISH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,023,865 | ExpenseAmt |
| Desc | POLICY ANALYSIS: THE COMMONWEALTH FOUNDATION CRAFTS FREE-MARKET POLICIES BASED ON TOP QUALITY RESEARCH AND DISSEMINATES THEM WIDELY, INCLUDING THROUGH EMAIL, MAIL, HAND DELIVERY TO THE STATE CAPITOL, AND PAID MEDIA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,277,418 | ExpenseAmt |
| Grant | $300,652 | GrantAmt |
| Desc | COMMUNITY RELATIONS: THE COMMONWEALTH FOUNDATION DISSEMINATES ITS POLICY INFORMATION ACROSS OUR STATE BY MAKING IN-PERSON PRESENTATIONS TO INTERESTED AND INFLUENTIAL GROUPS AND INDIVIDUALS SUCH AS ROTARY GROUPS AND LOCAL ELECTED OFFICIALS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,085,805 | ExpenseAmt |
| Desc | MEDIA RELATIONS: THE COMMONWEALTH FOUNDATION DISSEMINATES ITS POLICY INFORMATION TO THE CITIZENS OF PENNSYLVANIA BY REACHING OUT TO REPORTERS, EDITORS, AND PRODUCERS IN PRINT AND BROADCAST MEDIA. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,387,088 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | 0 | 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 | 41 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 26 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK R WILSON CFO - COMMONWEALTH GROUP SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6102029681 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 223 STATE STREET | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 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 |
|---|---|---|---|---|---|---|---|
| GEORGE GH COATES JR | |||||||
| DIRECTOR & CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GERARD ALEXANDER | |||||||
| DIRECTOR & TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DEVON E LIDDELL | |||||||
| DIRECTOR/SECRETARY(RESIGNED 5/3/23) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| C BRUCE KERN II | |||||||
| DIRECTOR/SECRETARY(EFFECTIVE 5/3/23) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SARAH Y SIMKISS | |||||||
| DIRECTOR (EFFECTIVE 9/15/23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS E BEACH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MONTGOMERY B BROWN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EMILY WK COX | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRITTNEY N PAUL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM E SORDONI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN L BLOOM | |||||||
| VICE PRESIDENT | 40.00 | Yes (X) | $209,802 | $0 | $30,007 | ||
| NATHAN A BENEFIELD | |||||||
| SENIOR VICE PRESIDENT | 40.00 | Yes (X) | $191,487 | $0 | $13,776 | ||
| CHARLES F MITCHELL | |||||||
| PRESIDENT | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER T STEFANO | |||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK R WILSON | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIK M TELFORD | |||||||
| SENIOR VICE PRESIDENT | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| KELSEY PHILIE | |||||||
| DIRECTOR OF MARKETING | 40.00 | $148,736 | $0 | $5,950 | Yes (X) | ||
| ABBEY HASLAM | |||||||
| DIRECTOR OF GOVERNMENT AFFAIRS | 40.00 | $116,458 | $0 | $18,419 | Yes (X) | ||
| JAMES MILLER | |||||||
| DIGITAL MARKETING DIRECTOR | 40.00 | $122,062 | $0 | $4,882 | Yes (X) | ||
| ELIZABETH STELLE | |||||||
| DIRECTOR OF POLICY ANALYSIS | 40.00 | $120,490 | $0 | $4,820 | Yes (X) | ||
| KEVIN KANE | |||||||
| DIRECTOR OF LEGISLATIVE STRATEGY | 40.00 | $100,302 | $0 | $13,007 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,009,337 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $90,861 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORINA DESIGN | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 223 BURRILL HILL ROAD | AddressLine1Txt |
| City | NORRIDGEWOCK | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 09457 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | GRAPHIC DESIGN | ServicesDesc |
| Compensation | $115,181 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $9,348,387 | AllOtherContributionsAmt |
| Total Contributions | $9,348,387 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $205,635 | TotalRevenueColumnAmt |
| Exclusion | $205,635 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,554,022 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $205,635 | 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 | $300,652 | TotalAmt |
| Program Services | $300,652 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $480,301 | TotalAmt |
| Program Services | $456,286 | ProgramServicesAmt |
| Management And General | $24,015 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,257,200 | TotalAmt |
| Program Services | $1,197,329 | ProgramServicesAmt |
| Management And General | $59,871 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,253 | TotalAmt |
| Program Services | $44,890 | ProgramServicesAmt |
| Management And General | $2,363 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,836 | TotalAmt |
| Program Services | $79,676 | ProgramServicesAmt |
| Management And General | $4,160 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,573 | TotalAmt |
| Program Services | $114,544 | ProgramServicesAmt |
| Management And General | $6,029 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,039 | TotalAmt |
| Program Services | $11,073 | ProgramServicesAmt |
| Management And General | $72,966 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,737 | TotalAmt |
| Management And General | $15,737 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,267,840 | TotalAmt |
| Fundraising | $1,267,840 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,353,080 | TotalAmt |
| Program Services | $2,562,927 | ProgramServicesAmt |
| Management And General | $701,573 | ManagementAndGeneralAmt |
| Fundraising | $88,580 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525,368 | TotalAmt |
| Program Services | $503,382 | ProgramServicesAmt |
| Fundraising | $21,986 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,058 | TotalAmt |
| Program Services | $185,877 | ProgramServicesAmt |
| Management And General | $13,098 | ManagementAndGeneralAmt |
| Fundraising | $97,083 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,157 | TotalAmt |
| Program Services | $99,899 | ProgramServicesAmt |
| Management And General | $5,258 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,389 | TotalAmt |
| Program Services | $345,342 | ProgramServicesAmt |
| Management And General | $18,670 | ManagementAndGeneralAmt |
| Fundraising | $65,377 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,282 | TotalAmt |
| Program Services | $112,558 | ProgramServicesAmt |
| Management And General | $80,059 | ManagementAndGeneralAmt |
| Fundraising | $15,665 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,934 | TotalAmt |
| Program Services | $81,637 | ProgramServicesAmt |
| Management And General | $4,297 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,729 | TotalAmt |
| Program Services | $15,892 | ProgramServicesAmt |
| Management And General | $837 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACT RESEARCH | $152,467 | $119,736 | $0 | $32,731 |
| SUBSCRIPTION/MEMBERSHIP | $150,014 | $126,978 | $4,245 | $18,791 |
| GRAPHIC DESIGN | $116,804 | $86,173 | $880 | $29,751 |
| MISCELLANEOUS | $1,681 | $269 | $1,402 | $10 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$58,032 | TotalAmt |
| Program Services | -$58,032 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,040,362 | TotalAmt |
| Program Services | $6,387,088 | ProgramServicesAmt |
| Management And General | $1,015,460 | ManagementAndGeneralAmt |
| Fundraising | $1,637,814 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,684,909 | BOYAmt |
| EOY | $5,032,254 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,767 | BOYAmt |
| EOY | $8,463 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,285 | BOYAmt |
| EOY | $81,317 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,133 | BOYAmt |
| EOY | $85,121 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $720,612 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $489,109 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,757 | BOYAmt |
| EOY | $231,503 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,199 | BOYAmt |
| EOY | $8,068 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $244,644 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,120,050 | BOYAmt |
| EOY | $5,691,370 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $817,703 | BOYAmt |
| EOY | $624,041 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $50,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $201,348 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $817,703 | BOYAmt |
| EOY | $875,389 | 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 | $4,302,347 | BOYAmt |
| EOY | $4,815,981 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,302,347 | BOYAmt |
| EOY | $4,815,981 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,120,050 | BOYAmt |
| EOY | $5,691,370 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $513,660 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$26 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $5,690,558 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,554,970 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,292,400 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,447,145 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,348,387 | CurrentTaxYearAmt |
| Total | $36,333,460 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,690,558 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,554,970 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,292,400 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,447,145 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,348,387 | CurrentTaxYearAmt |
| Total | $36,333,460 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,588,602 | SubstantialContributorsTotAmt |
| Public Support Total170 | $31,744,858 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,407 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,532 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $376 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,145 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $205,635 | CurrentTaxYearAmt |
| Total | $266,095 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $3,192 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,750 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,000 | CurrentTaxYearMinus1YearAmt |
| Total | $6,942 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $36,606,497 | TotalSupportAmt |
| Public Support CY170 | 0.86720 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85550 | 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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $91,446 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $31,452 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $122,898 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,095,400 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,218,298 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $610,915 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $152,729 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $421,172 | CurrentYearMinus3Amt |
| Current Year Minus2 | $513,271 | CurrentYearMinus2Amt |
| Current Year Minus1 | $561,380 | CurrentYearMinus1Amt |
| Current Year | $610,915 | CurrentYearAmt |
| Total | $2,106,738 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,160,107 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $57,874 | CurrentYearMinus3Amt |
| Current Year Minus2 | $483,639 | CurrentYearMinus2Amt |
| Current Year Minus1 | $126,356 | CurrentYearMinus1Amt |
| Current Year | $122,898 | CurrentYearAmt |
| Total | $790,767 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $105,293 | CurrentYearMinus3Amt |
| Current Year Minus2 | $128,318 | CurrentYearMinus2Amt |
| Current Year Minus1 | $140,345 | CurrentYearMinus1Amt |
| Current Year | $152,729 | CurrentYearAmt |
| Total | $526,685 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $790,028 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $48,160 | CurrentYearMinus3Amt |
| Current Year Minus2 | $10,694 | CurrentYearMinus2Amt |
| Current Year Minus1 | $82,258 | CurrentYearMinus1Amt |
| Current Year | $91,446 | CurrentYearAmt |
| Total | $232,558 | TotalAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $346,323 | OtherCostOrOtherBasisAmt |
| Depreciation | $125,051 | DepreciationAmt |
| Book Value | $221,272 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $374,289 | OtherCostOrOtherBasisAmt |
| Depreciation | $364,058 | DepreciationAmt |
| Book Value | $10,231 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $231,503 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE RIGHT-OF-USE LIABILITY - ST | $35,567 |
| OPERATING LEASE RIGHT-OF-USE LIABILITY - LT | $165,781 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $201,348 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,637,996 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$26 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $84,000 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $83,974 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,554,022 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,554,022 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,124,362 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $84,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $84,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,040,362 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,040,362 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTIONS 502(A) OF THE CODE. THE FOUNDATION ADHERES TO THE PROVISIONS OF ASC 740, INCOME TAXES (ASC 740). ASC 740 ESTABLISHES RULES FOR RECOGNIZING AND MEASURING TAX POSITIONS TAKEN IN AN INCOME TAX RETURN, INCLUDING DISCLOSURES OF UNCERTAIN TAX POSITIONS (UTPS). ASC 740 MANDATES THAT COMPANIES EVALUATE ALL MATERIAL INCOME TAX POSITIONS FOR PERIODS THAT REMAIN OPEN UNDER APPLICABLE STATUTES OF LIMITATION, AS WELL AS POSITIONS EXPECTED TO BE TAKEN IN FUTURE RETURNS. THE UTP RULES THEN IMPOSE A RECOGNITION THRESHOLD ON EACH TAX POSITION. AN ORGANIZATION CAN RECOGNIZE AN INCOME TAX BENEFIT ONLY IF THE POSITION HAS A "MORE LIKELY THAN NOT" (I.E., MORE THAN 50 PERCENT) CHANCE OF BEING SUSTAINED ON THE TECHNICAL MERITS. FOR THE YEAR ENDED SEPTEMBER 30, 2023, AND YEAR ENDED SEPTEMBER 30, 2022, THE FOUNDATION HAS TAKEN NO MATERIAL TAX POSITIONS ON ITS APPLICABLE TAX FILINGS THAT DO NOT MEET THE "MORE LIKELY THAN NOT" THRESHOLD. AS A RESULT, NO AMOUNT FOR UTPS HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. MANAGEMENT BELIEVES IT IS NOT SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2020. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COMMONWEALTH GROUP SERVICES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 223 STATE ST | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PLEASE SEE PART IV | ActivityTxt |
| Fundraiser Control Of Funds | Yes (1) | FundraiserControlOfFundsInd |
| Gross Receipts | $9,348,387 | GrossReceiptsAmt |
| Retained By Contractor | $1,267,840 | RetainedByContractorAmt |
| Net To Organization | $8,080,547 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $9,348,387 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $1,267,840 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $8,080,547 | TotalNetToOrganizationAmt |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I - LINE 2(II) ACTIVITY | FUNDRAISING SERVICES INCLUDING, BUT NOT LIMITED TO, SOLICITATION MEETINGS, INVESTOR COMMUNICATIONS, GRANT WRITING, DIRECT MAIL PROSPECTING AND DONOR DATABASE MANAGEMENT. ALL FUNDRAISING ACTIVITIES UNDERTAKEN BY FUNDRAISERS ON BEHALF OF THE ORGANIZATION SHALL BE SUBJECT TO THE CONTINUING CONTROL AND APPROVAL OF THE ORGANIZATION, INCLUDING, BUT NOT LIMITED TO, ORGANIZATION'S AUTHORITY TO: APPROVE ALL PLANS AND STRATEGIES; APPROVE ALL MATERIALS AND CONTENT TO BE PUBLISHED OR USED IN CONNECTION WITH FUNDRAISING; APPROVE THE FREQUENCY AND VOLUME OF SOLICITATIONS; APPROVE FUNDRAISING TARGETS AND LISTS USED; APPROVE THE GEOGRAPHIC AREAS OF FUNDRAISING SOLICITATION; CANCEL OR TERMINATE ANY FUNDRAISING ACTIVITY AT ANY TIME. |
| PART IV | COMMONWEALTH GROUP SERVICES ALSO PROVIDES FINANCE SERVICES TO COMMONWEALTH FOUNDATION UNDER A SEPARATE SERVICES AGREEMENT. FINANCE DEPOSITS THE CONTRIBUTIONS AND IS RESPONSIBLE FOR THE RECORD-KEEPING AND REPORTING OF ALL FINANCIAL TRANSACTIONS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| DONORS TRUST | ||||||||||
| 1800 DIAGONAL ROAD SUITE 280 | ALEXANDRIA | VA | 22314 | 522166327 | 501(C)(3) | $232,000 | $0 | PLEASE SEE SCHEDULE I-PART IV-SUPPLEMENTAL INFORMATION | ||
| HARRISBURG FAMILIES UNITED | ||||||||||
| 3655 CHAMBERS HILL ROAD 101 | HARRISBURG | PA | 17111 | 232857929 | 501(C)(3) | $7,300 | $0 | PLEASE SEE SCHEDULE I-PART IV-SUPPLEMENTAL INFORMATION | ||
| FRIENDS OF LITTLE FLOWER CATHOLIC HIGH SCHOOL FOR GIRLS | ||||||||||
| 1000 W LYCOMING STREET | PHILADELPHIA | PA | 19140 | 232844761 | 501(C)(3) | $0 | $26,500 | PLEASE SEE SCHEDULE I-PART IV-SUPPLEMENTAL INFORMATION | FMV | SEE SCHEDULE I-PART IV-SUPPLEMENTAL INFORMATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | PER THE ORGANIZATION'S GRANT APPROVAL POLICY, REQUESTS FOR GRANTS ARE SUBMITTED TO THE ORGANIZATION VIA A GRANT APPLICATION WHICH MUST INCLUDE A DETAILED DESCRIPTION OF THE PURPOSE OF THE GRANT FUNDS, THE ISSUES/PROBLEMS IT IS INTENDED TO ADDRESS AND AN ESTIMATED BUDGET AND TIME FRAME. THE ORGANIZATION REVIEWS EACH APPLICATION TO DETERMINE WHETHER THE PURPOSE AND MISSION OF THE ENTITY REQUESTING THE GRANT AND THE PURPOSE OF THE PROJECT FOR WHICH THE GRANT IS BEING REQUESTED ARE CONSISTENT WITH THE MISSION AND PURPOSE OF THE ORGANIZATION. THE ACTIVITIES SUPPORTED BY THE ORGANIZATION THROUGH THE AWARD OF GRANTS MUST BE FOR AN EDUCATIONAL OR CHARITABLE PURPOSE, AS PROVIDED IN SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE. |
| SCHEDULE I, PART II, COLUMN 1(G)- DESCRIPTION OF NONCASH ASSISTANCE | GIFT OF BOOKS TO THE SCHOOL THAT CF PURCHASED FOR $26,500. |
| SCHEDULE I, PART II, COLUMN 1(H)- PURPOSE OF GRANT OR ASSISTANCE | TO SUPPORT NON PROFIT ACTIVITIES CONSISTENT WITH THE COMPLEMENTARY MISSION OF THE ORGANIZATION. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEPHEN L BLOOM | ||||||||||||||
| VICE PRESIDENT | $181,617 | $0 | $28,185 | $0 | $0 | $0 | $8,650 | $0 | $21,357 | $0 | $239,809 | $0 | $0 | $0 |
| NATHAN A BENEFIELD | ||||||||||||||
| SENIOR VICE PRESIDENT | $162,750 | $0 | $28,737 | $0 | $0 | $0 | $7,805 | $0 | $5,971 | $0 | $205,263 | $0 | $0 | $0 |
| KELSEY PHILIE | ||||||||||||||
| DIRECTOR OF MARKETING | $128,736 | $0 | $20,000 | $0 | $0 | $0 | $5,950 | $0 | $0 | $0 | $154,686 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | DUE TO THE AGREEMENTS BETWEEN THE COMMONWEALTH FOUNDATION AND COMMONWEALTH GROUP SERVICES |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S BOARD OF DIRECTORS PRIOR TO SIGNATURE AND FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY COVERS INTERESTED PERSONS, INCLUDING OFFICERS, DIRECTORS, OR MEMBERS OF A COMMITTEE THAT HAVE A DIRECT OR INDIRECT FINANCIAL INTEREST. THE INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF A CONFLICT OF INTEREST AND ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS OR MEMBERS OF A COMMITTEE CONSIDERING THE PROPOSED TRANSACTION ARRANGEMENT. THE BOARD OR COMMITTEE THEN DECIDES WHETHER A CONFLICT OF INTEREST EXISTS. IN THE EVENT THE BOARD OR COMMITTEE DETERMINES A CONFLICT OF INTEREST EXISTS, APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION WILL BE TAKEN TO ELIMINATE THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS STRIVES TO ENSURE A GENERALLY COMPETITIVE AND INDUSTRY COMPARABLE SALARY AND BENEFITS PACKAGE FOR THE PRESIDENT, VICE PRESIDENTS, CEO, OFFICERS & KEY EMPLOYEES. EACH YEAR, BASED ON THE PERFORMANCE OF THE COMMONWEALTH FOUNDATION DURING THE PRIOR YEAR, THE BOARD DETERMINES A LEVEL OF SALARY INCREASE THAT IS EITHER BASED ON ANNUAL, NATIONAL OR REGIONAL DATA OR, IF AN INCREASE SIGNIFICANTLY DIFFERENT FROM DATA IS PROPOSED, THE BOARD CONDUCTS A SALARY REVIEW OF SIMILAR POSITIONS OF ORGANIZATIONS SIMILAR TO THE FOUNDATION AND THE SALARY IS ADJUSTED ACCORDINGLY BASED ON THOSE FINDINGS. THIS REVIEW IS CONDUCTED BY BOTH CONTACTING SEVERAL ORGANIZATIONS DIRECTLY FOR SALARY DATA AND BY COMPARING OTHER PUBLICLY AVAILABLE SALARY INFORMATION, SUCH AS PUBLICLY AVAILABLE FORM 990 TAX RETURNS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION PROVIDES THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,562,927. MANAGEMENT AND GENERAL EXPENSES 701,573. FUNDRAISING EXPENSES 88,580. TOTAL EXPENSES 3,353,080. |