INSTITUTE FOR MARKET TRANSFORMATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR MARKET TRANSFORMATION INC (EIN 94-3241464)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-02
- IRS object ID
- 202422769349301407
- Schema version
- 2023v5.1
- 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 | 2024-10-02T12:51:11-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521711839 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNCILOR BUCHANAN & MITCHELL PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7910 WOODMONT AVE STE 500 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943241464 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE FOR MARKET TRANSFORMATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 2025252883 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 66526 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOTTE SCHLEGEL | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 2025252883 | PhoneNum |
| Signature | 2024-09-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOLLY W CAPORALE | PreparerPersonNm |
| PTIN | P00235685 | PTIN |
| Phone | 3019860600 | PhoneNum |
| Preparation | 2024-09-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALEX DEWS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 66526 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,826,978 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.IMT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE INSTITUTE IS TO CATALYZE DEMAND FOR HIGH-PERFORMING BUILDINGS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 41 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $166,503 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $10,135 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,095,658 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,308,606 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,710,160 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,376,063 | CYProgramServiceRevenueAmt |
| PY Investment Income | $29,100 | PYInvestmentIncomeAmt |
| CY Investment Income | $138,854 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,528 | PYOtherRevenueAmt |
| CY Other Revenue | $3,455 | CYOtherRevenueAmt |
| PY Total Revenue | $4,838,446 | PYTotalRevenueAmt |
| CY Total Revenue | $8,826,978 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $432,499 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $663,950 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,990,833 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,375,615 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $158,630 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,861,777 | PYOtherExpensesAmt |
| CY Other Expenses | $1,428,292 | CYOtherExpensesAmt |
| PY Total Expenses | $6,285,109 | PYTotalExpensesAmt |
| CY Total Expenses | $6,467,857 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,446,663 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,359,121 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,499,701 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,580,356 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $730,822 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $452,356 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,768,879 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,128,000 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE INSTITUTE IS TO CATALYZE DEMAND FOR HIGH-PERFORMING BUILDINGS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,916,648 | ExpenseAmt |
| Grant | $653,950 | GrantAmt |
| Revenue | $107,351 | RevenueAmt |
| Desc | PUBLIC SECTOR ENGAGEMENT: WE ADVANCE THE DESIGN OF BUILDING PERFORMANCE POLICIES THAT EFFECTIVELY AND AFFORDABLY IMPROVE THE OPERATIONS OF BUILDINGS, CAP AND REDUCE EMISSIONS FOR ALL BUILDING TYPES AND ADDRESS COMMUNITY PRIORITIES OF EQUITY, RESILIENCY, AND PUBLIC HEALTH. IMT IS A STRATEGIC AND TECHNICAL PARTNER TO STATE, LOCAL, AND FEDERAL GOVERNMENT LEADERS AND COMMUNITY BASED ORGANIZATIONS, USING OUR EXPERTISE IN BUILDING SCIENCE, ENERGY, AND REAL ESTATE BUSINESS PRACTICES TO ADVANCE BUILDING DECARBONIZATION POLICY SOLUTIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,308,036 | ExpenseAmt |
| Grant | $10,000 | GrantAmt |
| Revenue | $455,303 | RevenueAmt |
| Desc | CODES AND REGULATORY ENGAGEMENT: CODES AND REGULATION FRAME THE LEGAL ENVIRONMENT IN WHICH BUILDINGS ARE CONSTRUCTED AND USED, EXERTING A LARGE INFLUENCE ON THE BUILT ENVIRONMENT AND BUILDING OPERATIONS. IMT WORKS WITH ENERGY CODE DEVELOPMENT BODIES TO INCORPORATE INCREASING EFFICIENCY, ELECTRIFICATION AND GRID INTERACTIVITY INTO NEW CODES. WE BRING TOGETHER CITIES TO MORE EFFECTIVELY PARTICIPATE IN UTILITY PROCEEDINGS AND MAKE UTILITY POLICIES AND PROGRAMS MORE SUPPORTIVE OF BUILDING PERFORMANCE STANDARDS. AND WE WORK TO OVERCOME THE STATUTORY BARRIERS THAT INHIBIT REGULATORS FROM BEING MORE SUPPORTIVE OF IMPROVING BUILDING PERFORMANCE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,372,577 | ExpenseAmt |
| Revenue | $813,409 | RevenueAmt |
| Desc | PRIVATE SECTOR ENGAGEMENT: IMT'S PRIVATE SECTOR-FOCUSED WORK AIMS TO CREATE AND SCALE NEXT-GENERATION IMPLEMENTATION PRACTICES THAT ENABLE BUILDING OWNERS AND OPERATORS TO SERVE THE INTERESTS OF ALL STAKEHOLDERS (E.G., INVESTORS, OCCUPANTS, COMMUNITIES) BY DEPLOYING BUILDINGS AS ASSETS IN TRANSFORMING OUR SOCIAL, ECONOMIC, AND PHYSICAL WELL-BEING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,597,261 | 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 | 0 | 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 | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 41 | 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETSY LAW | PersonNm |
| Phone | 2025252883 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 66526 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20035 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 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 |
|---|---|---|---|---|---|---|---|
| ADAM HINGE | |||||||
| BOARD CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SANDRA HENRY | |||||||
| BOARD CHAIR-ELECT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AKSHAI RAO | |||||||
| BOARD SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BOMEE JUNG | |||||||
| BOARD TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ERIC WALKER | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CARLTON BROWN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN ARNOLD | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIA GISEWITE | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TAMARA JONES | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MAUREEN WATERS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID GOLDSTEIN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LOTTE SCHLEGEL | |||||||
| EXECUTIVE DIRECTOR | 35.00 | Yes (X) | $191,849 | $0 | $26,449 | ||
| ALEX DEWS | |||||||
| MANAGING DIRECTOR | 35.00 | Yes (X) | $166,633 | $0 | $17,876 | ||
| BETSY LAW | |||||||
| MANAGING DIRECTOR | 35.00 | Yes (X) | $160,286 | $0 | $18,817 | ||
| ASHAWNDA FLEMING | |||||||
| MANAGING DIRECTOR | 35.00 | Yes (X) | $108,734 | $0 | $15,989 | ||
| MARLA THALHEIMER | |||||||
| SENIOR DIRECTOR | 35.00 | $144,335 | $0 | $35,338 | Yes (X) | ||
| LAUREN JESSICA MILLER | |||||||
| SENIOR DIRECTOR | 35.00 | $143,217 | $0 | $5,791 | Yes (X) | ||
| CLIFFORD MAJERSIK | |||||||
| SENIOR ADVISOR | 35.00 | $138,007 | $0 | $30,962 | Yes (X) | ||
| AMY BOYCE | |||||||
| SENIOR DIRECTOR | 35.00 | $131,417 | $0 | $3,943 | Yes (X) | ||
| MICHAEL TOWLER | |||||||
| DIRECTOR | 35.00 | $125,520 | $0 | $20,767 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,309,998 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $175,932 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19 | 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 | SLIPSTREAM GROUP INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 431 CATALYST WAY | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53719 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING SERVICES FEDERAL PROGRAMS | ServicesDesc |
| Compensation | $112,695 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $181,609 | GovernmentGrantsAmt |
| All Other Contributions | $7,126,997 | AllOtherContributionsAmt |
| Total Contributions | $7,308,606 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONTRACT REVENUE | 541900 | $1,224,598 | $1,198,990 | $25,608 |
| MEMBERSHIP DUES | 900099 | $151,465 | $10,570 | $140,895 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,376,063 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $138,854 | TotalRevenueColumnAmt |
| Exclusion | $138,854 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,455 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,455 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,455 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,826,978 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,213,015 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $166,503 | UnrelatedBusinessRevenueAmt |
| Exclusion | $138,854 | 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 | $663,950 | TotalAmt |
| Program Services | $663,950 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $706,634 | TotalAmt |
| Program Services | $418,834 | ProgramServicesAmt |
| Management And General | $260,556 | ManagementAndGeneralAmt |
| Fundraising | $27,244 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,030,173 | TotalAmt |
| Program Services | $2,685,834 | ProgramServicesAmt |
| Management And General | $272,170 | ManagementAndGeneralAmt |
| Fundraising | $72,169 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,122 | TotalAmt |
| Program Services | $76,579 | ProgramServicesAmt |
| Management And General | $7,508 | ManagementAndGeneralAmt |
| Fundraising | $2,035 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,560 | TotalAmt |
| Program Services | $234,224 | ProgramServicesAmt |
| Management And General | $24,204 | ManagementAndGeneralAmt |
| Fundraising | $6,132 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,126 | TotalAmt |
| Program Services | $240,757 | ProgramServicesAmt |
| Management And General | $39,787 | ManagementAndGeneralAmt |
| Fundraising | $7,582 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,277 | TotalAmt |
| Program Services | $19,845 | ProgramServicesAmt |
| Management And General | $2,923 | ManagementAndGeneralAmt |
| Fundraising | $509 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,251 | TotalAmt |
| Management And General | $34,251 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $908,621 | TotalAmt |
| Program Services | $855,441 | ProgramServicesAmt |
| Management And General | $23,242 | ManagementAndGeneralAmt |
| Fundraising | $29,938 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,630 | TotalAmt |
| Program Services | $32,427 | ProgramServicesAmt |
| Management And General | $3,413 | ManagementAndGeneralAmt |
| Fundraising | $790 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,539 | TotalAmt |
| Program Services | $80,250 | ProgramServicesAmt |
| Management And General | $23,860 | ManagementAndGeneralAmt |
| Fundraising | $2,429 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,289 | TotalAmt |
| Program Services | $87,014 | ProgramServicesAmt |
| Management And General | $4,001 | ManagementAndGeneralAmt |
| Fundraising | $3,274 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,285 | TotalAmt |
| Program Services | $59,075 | ProgramServicesAmt |
| Management And General | $2,712 | ManagementAndGeneralAmt |
| Fundraising | $1,498 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,323 | TotalAmt |
| Program Services | $27,919 | ProgramServicesAmt |
| Management And General | $4,545 | ManagementAndGeneralAmt |
| Fundraising | $859 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,886 | TotalAmt |
| Program Services | $36,385 | ProgramServicesAmt |
| Management And General | $4,699 | ManagementAndGeneralAmt |
| Fundraising | $802 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUBSCRIPTIONS/LICENSES | $62,182 | $56,467 | $2,631 | $3,084 |
| MISCELLANEOUS | $20,454 | $18,705 | $1,464 | $285 |
| MEMBERSHIPS | $3,555 | $3,555 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,467,857 | TotalAmt |
| Program Services | $5,597,261 | ProgramServicesAmt |
| Management And General | $711,966 | ManagementAndGeneralAmt |
| Fundraising | $158,630 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5 | BOYAmt |
| EOY | $5 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,811,414 | BOYAmt |
| EOY | $4,913,352 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,838 | BOYAmt |
| EOY | $1,338,058 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $404,802 | BOYAmt |
| EOY | $135,955 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,594 | BOYAmt |
| EOY | $145,496 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $175,053 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $136,419 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,187 | BOYAmt |
| EOY | $38,634 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,861 | BOYAmt |
| EOY | $8,856 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,499,701 | BOYAmt |
| EOY | $6,580,356 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $638,028 | BOYAmt |
| EOY | $362,137 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,794 | BOYAmt |
| EOY | $90,219 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $730,822 | BOYAmt |
| EOY | $452,356 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,026,592 | BOYAmt |
| EOY | $2,671,044 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $742,287 | BOYAmt |
| EOY | $3,456,956 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,768,879 | BOYAmt |
| EOY | $6,128,000 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,499,701 | BOYAmt |
| EOY | $6,580,356 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,359,121 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | Yes (1) | 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 | $2,144,059 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,367,538 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,425,637 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,095,658 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,308,606 | CurrentTaxYearAmt |
| Total | $19,341,498 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,144,059 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,367,538 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,425,637 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,095,658 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,308,606 | CurrentTaxYearAmt |
| Total | $19,341,498 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,691,130 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,650,368 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,785 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,697 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,901 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $138,854 | CurrentTaxYearAmt |
| Total | $264,337 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $2,128 | CurrentTaxYearAmt |
| Total | $2,128 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,559 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,672 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,528 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,455 | CurrentTaxYearAmt |
| Total | $30,714 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $19,638,677 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,512,180 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.64420 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71340 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2019 AMOUNT: $ 19,559. 2020 AMOUNT: $ 3,672. 2021 AMOUNT: $ 500. 2022 AMOUNT: $ 3,528. 2023 AMOUNT: $ 3,455. | ExplanationTxt |
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 | $1,890 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $11,805 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,695 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,454,162 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,467,857 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $473,393 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $118,348 | 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 | $370,860 | CurrentYearMinus3Amt |
| Current Year Minus2 | $393,691 | CurrentYearMinus2Amt |
| Current Year Minus1 | $464,255 | CurrentYearMinus1Amt |
| Current Year | $473,393 | CurrentYearAmt |
| Total | $1,702,199 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,553,299 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $945 | CurrentYearMinus3Amt |
| Current Year Minus2 | $6,569 | CurrentYearMinus2Amt |
| Current Year Minus1 | $3,821 | CurrentYearMinus1Amt |
| Current Year | $13,695 | CurrentYearAmt |
| Total | $25,030 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $92,715 | CurrentYearMinus3Amt |
| Current Year Minus2 | $98,423 | CurrentYearMinus2Amt |
| Current Year Minus1 | $116,064 | CurrentYearMinus1Amt |
| Current Year | $118,348 | CurrentYearAmt |
| Total | $425,550 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $638,325 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $85 | CurrentYearMinus3Amt |
| Current Year Minus2 | $430 | CurrentYearMinus2Amt |
| Current Year | $1,890 | CurrentYearAmt |
| Total | $2,405 | TotalAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $175,053 | OtherCostOrOtherBasisAmt |
| Depreciation | $136,419 | DepreciationAmt |
| Book Value | $38,634 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $38,634 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED REVENUE | Desc |
| Amt | $90,219 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $90,219 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,860,719 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $33,741 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $33,741 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,826,978 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,826,978 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,501,598 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $33,741 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $33,741 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,467,857 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,467,857 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE INSTITUTE DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE, OR REFLECT, ANY UNCERTAIN TAX POSITIONS. THE INSTITUTE'S IRS FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FORM 990-T, EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN, AND FORM D-20, DISTRICT OF COLUMBIA CORPORATE FRANCHISE TAX RETURN, ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE AUTHORITIES, GENERALLY FOR THREE YEARS AFTER FILING. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| VERDE | ||||||||
| 7001 NE COLUMBIA BLVD | PORTLAND | OR | 97218 | 203685723 | 501(C)(3) | $13,750 | $0 | COMMUNITY ACCOUNTABILITY BOARD COHORT WORK SUBGRANT |
| PUBLIC HEALTH LAW CENTER | ||||||||
| 875 SUMMIT AVENUE | ST PAUL | MN | 55105 | 411896367 | 501(C)(3) | $200,000 | $0 | COUNCIL ON ENVIRONMENTAL QUALITY SUBGRANT |
| SOCIAL & ENVIRONMENTAL ENTERPRENEURS | ||||||||
| 23564 CALABASAS ROAD SUITE 201 | CALABASAS | CA | 91302 | 954116679 | 501(C)(3) | $362,700 | $0 | COMMUNITY CLIMATE SHIFT PROJECT SUBGRANT |
| GRASSROOTS IMPACT EDUCATION FUND | ||||||||
| 4529 COVE DRIVE 108 | ORLANDO | FL | 32812 | 882490143 | 501(C)(3) | $13,750 | $0 | COMMUNITY ACCOUNTABILITY BOARD COHORT WORK SUBGRANT |
| GROUNDWORK DATA | ||||||||
| 78 HILLTOP RD | LONGMEADOW | MA | 01106 | 932844190 | $10,000 | $0 | SUSTAINABLE CITIES INITIATIVE PROJECT SUBGRANT | |
| STRATEGIC ACTIONS FOR A JUST ECONOMY | ||||||||
| 152 W 32ND STREET | LOS ANGELES | CA | 90007 | 931226092 | 501(C)(3) | $63,750 | $0 | COMMUNITY ACCOUNTABILITY BOARD COHORT WORK AND WHITE PAPER SUBGRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AS PART OF IMT'S WORK COLLABORATING WITH COMMUNITY BASED ORGANIZATIONS AND OTHER STAKEHOLDERS, WE SOMETIMES GRANT FUNDS TO OTHER ORGANIZATIONS. IMT REQUIRES ALL GRANT RECIPIENTS TO SIGN A GRANT AGREEMENT AND CERTIFY THAT THEY WILL NOT USE ANY OF THE PROVIDED FUNDS FOR LOBBYING. EACH GRANT RECIPIENT IS REQUIRED TO SUBMIT A FINANCIAL AND NARRATIVE REPORT CERTIFYING THAT THEY HAVE SPENT THE FUNDS ACCORDING TO THE APPROVED SCOPE AND/OR RETURN THOSE FUNDS TO IMT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LOTTE SCHLEGEL | ||||||||||||||
| EXECUTIVE DIRECTOR | $191,849 | $0 | $0 | $0 | $0 | $0 | $5,850 | $0 | $20,599 | $0 | $218,298 | $0 | $0 | $0 |
| ALEX DEWS | ||||||||||||||
| MANAGING DIRECTOR | $166,633 | $0 | $0 | $0 | $0 | $0 | $4,999 | $0 | $12,877 | $0 | $184,509 | $0 | $0 | $0 |
| MARLA THALHEIMER | ||||||||||||||
| SENIOR DIRECTOR | $144,335 | $0 | $0 | $0 | $0 | $0 | $4,479 | $0 | $30,859 | $0 | $179,673 | $0 | $0 | $0 |
| BETSY LAW | ||||||||||||||
| MANAGING DIRECTOR | $160,286 | $0 | $0 | $0 | $0 | $0 | $4,860 | $0 | $13,957 | $0 | $179,103 | $0 | $0 | $0 |
| CLIFFORD MAJERSIK | ||||||||||||||
| SENIOR ADVISOR | $138,007 | $0 | $0 | $0 | $0 | $0 | $4,260 | $0 | $26,702 | $0 | $168,969 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | IMT'S DIRECTOR, STRATEGIC SERVICES RECEIVES THE FORM 990 PREPARED BY THE AUDITORS AND CIRCULATES IT TO THE BOARD CHAIR AND TREASURER OF THE BOARD FOR REVIEW & SIGNATURE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST STATEMENT IS DISTRUBUTED ANNUALLY AND MUST BE SIGNED ANNUALLY ACKNOWLEDGING RECEIPT OF THE POLICY AND ANY CONFLICTS SHOULD BE NOTED. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE SALARY OF THE EXECUTIVE DIRECTOR SHALL BE APPROVED BY THE IMT BOARD OF DIRECTORS, AND SHALL BE DETERMINED BASED ON COMPARISONS WITH PAY FOR EXECUTIVE DIRECTORS OF OTHER NONPROFIT ORGANIZATIONS OF SIMILAR SIZE AND SIMILAR PURPOSE, AS WELL AS ON IMT'S FINANCIAL SITUATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER CONSULTING: PROGRAM SERVICE EXPENSES 855,441. MANAGEMENT AND GENERAL EXPENSES 23,242. FUNDRAISING EXPENSES 29,938. TOTAL EXPENSES 908,621. |
| FORM 990, PART XII, LINE 2C: | THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |