UNDERSTOOD FOR ALL INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNDERSTOOD FOR ALL INC (EIN 83-2365235)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-09
- IRS object ID
- 202433149349100708
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-09T13:01:40-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832365235 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNDERSTOOD FOR ALL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNDE | BusinessNameControlTxt |
| Phone | 5166547584 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 96 MORTON STREET FL5 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100143459 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACOB POSES | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5166547584 | PhoneNum |
| Signature | 2024-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2024-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| PF60 Month Term Sect507b1 B | Yes (X) | PF60MonthTermSect507b1BInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $70,195,396 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $15,620,531 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $60 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $60 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $60 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,059,969 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,059,969 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,059,969 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $82,500 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $82,500 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $82,500 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $82,500 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $224,450 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,403,109 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $224,450 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $127,423 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $493,074 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $449,510 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $17,480,584 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,366,979 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,719,462 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $655,373 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $655,373 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $20,051,523 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $449,510 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $18,532,188 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,137,628 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,064,352 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $173,328 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $198,341 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $98,651 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $99,305 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $539,454 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $181,596 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $181,596 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $355,928 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $143,018 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $528,892 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $1,309,945 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,221,306 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $267,822 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $287,862 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,166 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,146 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,535,019 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,465,003 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,443,819 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $181,596 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $631,106 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,882,804 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,443,819 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $181,596 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $631,106 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,882,804 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,963,235 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,185,383 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,088,356 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,447,725 | CashBOYAmt |
| Cash EOY | $1,297,265 | CashEOYAmt |
| Cash EOYFMV | $1,297,265 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,836,607 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $381,422 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $381,422 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $733,181 | AcctRcvblAmt |
| Acct Rcvbl BOY | $477,985 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $733,181 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $733,181 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $0 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $1,100,000 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $1,100,000 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $153,241 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $815,358 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $815,358 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $28,789,500 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $12,929,268 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $12,929,268 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $31,409,163 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,193,266 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $39,193,266 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,932,568 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,261,495 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,089,141 | LandBOYAmt |
| Land EOY | $2,671,073 | LandEOYAmt |
| Land EOYFMV | $2,671,073 | LandEOYFMVAmt |
| Other Assets BOY | $12,007,798 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,074,563 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,074,563 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $85,211,160 | TotalAssetsBOYAmt |
| Total Assets EOY | $70,195,396 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $70,195,396 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,265,627 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,842,447 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $12,847,489 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $12,297,443 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $15,113,116 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,139,890 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $69,841,642 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $53,135,280 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $256,402 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,920,226 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $70,098,044 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $55,055,506 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $85,211,160 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $70,195,396 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $70,098,044 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,963,235 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,930,095 | OtherIncreasesAmt |
| Subtotal | $55,064,904 | SubtotalAmt |
| Other Decreases | $9,398 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $55,055,506 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $16,306,082 | $16,178,659 | $127,423 | $127,423 | |
| CAPITAL GAINS DIVIDENDS | $97,027 | $97,027 | $97,027 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $224,450 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $127,423 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,477 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,477 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,477 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $16,477 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NM | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ND | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WV | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRIAN JOHNSON SR DIRECTOR OF FINA | IndividualWithBooksNm |
| Phone | 6466138934 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 96 MORTON STREET FL5 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100143459 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FREDERIC M POSES | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NY | 10014 | FOUNDER & CEO | 20.00 | $0 | $0 | $0 |
| NANCY POSES | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NY | 10014 | CHAIR & SECRETARY | 5.00 | $0 | $0 | $0 |
| JACOB POSES | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NY | 10014 | TREASURER | 2.00 | $0 | $0 | $0 |
| KENNETH DE REGT | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NY | 10014 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| JUSTIN GRAY | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NY | 10014 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| MARY BETH GUSTAFSSON | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NY | 10014 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| MICHAEL KOSNITZKY | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NY | 10014 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| MARY QUICK | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NY | 10014 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| LAURIE SIEGEL | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NY | 10014 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| YVONNE C YANCY | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NY | 10014 | CHIEF ADMINISTRATIVE OFFICER | 40.00 | $440,000 | $14,400 | $0 |
| DAVID WAGGETT | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NY | 10014 | SENIOR DIRECTOR OF FINANCE AND OPS. | 40.00 | $215,373 | $20,058 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| NATHANIEL W FRIEDMAN | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NY | 10014 | CO-PRESIDENT & CHIEF | 40.00 | $500,000 | $24,300 | $0 |
| RAHUL H RAO | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NY | 10014 | CO-PRESIDENT & CHIEF | 40.00 | $500,000 | $24,300 | $0 |
| XINYE WU | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NY | 10014 | CO-PRESIDENT & CHIEF | 40.00 | $500,000 | $23,829 | $0 |
| DEBORAH MCBRAYER WILSON | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NY | 10014 | CHIEF PEOPLE & CULTU | 40.00 | $350,000 | $19,699 | $0 |
| SCOTT COCCHIERE | ||||||||
| 96 MORTON STREET 5TH FLOOR | NEW YORK | NY | 10014 | VICE PRESIDENT, CREA | 40.00 | $335,000 | $24,086 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 137 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOOD APPLE DIGITAL LLC | |||||
| 5 UNION SQUARE WEST FLOOR 4 | NEW YORK | NY | 10003 | ADVERTISING AGENCY & MEDIA | $4,479,380 |
| MODERN LOGIC LLC | |||||
| 19796 JAGUAR AVENUE | LAKEVILLE | MN | 55044 | MOBILE APPLICATION DEVELOPER | $753,603 |
| THE SWAY GROUP | |||||
| 434 EAST 52ND STREET 9E | NEW YORK | NY | 10022 | PUBLIC RELATIONS | $630,551 |
| CREATIVE CIRCLE LLC | |||||
| 6300 WILSHIRE BLVD SUITE 930 | LOS ANGELES | CA | 90036 | MARKETING RECRUITING AGENCY | $544,582 |
| COMPOZE LABS | |||||
| 1313 CHESTNUT AVENUE SUITE 200 | MINNEAPOLIS | MN | 55403 | IT SERVICES | $329,003 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 35 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE STATEMENT 17 FOR THE UNDERSTOOD FOR ALL NARRATIVE | Description1Txt |
| Expenses1 | $32,067,071 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $57,015,796 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,992,300 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $60,008,096 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $60,008,096 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $900,121 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $59,107,975 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,955,399 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,882,804 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $120,822 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $39,003,626 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2019-02-15 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,088,356 | CurrentYearAmt |
| Year1 | $722,001 | Year1Amt |
| Year2 | $68 | Year2Amt |
| Year3 | $142 | Year3Amt |
| Total | $1,810,567 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $925,103 | CurrentYearAmt |
| Year1 | $613,701 | Year1Amt |
| Year2 | $58 | Year2Amt |
| Year3 | $121 | Year3Amt |
| Total | $1,538,982 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $39,003,626 | CurrentYearAmt |
| Year1 | $37,597,541 | Year1Amt |
| Year2 | $30,997,198 | Year2Amt |
| Year3 | $29,949,914 | Year3Amt |
| Total | $137,548,279 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $39,003,626 | CurrentYearAmt |
| Year1 | $37,597,541 | Year1Amt |
| Year2 | $30,997,198 | Year2Amt |
| Year3 | $29,949,914 | Year3Amt |
| Total | $137,548,279 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,970,266 | CurrentYearAmt |
| Year1 | $2,091,698 | Year1Amt |
| Year2 | $34,980 | Year2Amt |
| Year3 | $45,900 | Year3Amt |
| Total | $4,142,844 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| ICC PROGRAMS PARTICIPATION | $100,000 |
| PLANET 9 REIMBURSEMENTS | $349,510 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,059,969 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $82,500 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $224,450 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| EXCISE TAX REFUND | 01 | $35,242 |
| REBATES AND REWARDS | 01 | $8,322 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,410,543 | ExclusionAmt |
| Related Or Exempt Function Incm | $449,510 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,860,053 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | CONTRACTS IN ASSISTING THE DESIGNING AND IMPLEMENTING A DISABILITY INCLUSION PROGRAM AS PART OF THE ORGANIZATION'S MISSION TO MAKE A POSITIVE DIFFERENCE IN THE LIVES OF INDIVIDUALS WITH DISABILITIES THROUGH PROGRAMS AND FIELD PARTNERSHIPS CENTERED AROUND PARENTS, EDUCATORS, EMPLOYERS AND INDIVIDUALS. |
| 1B | CONTRACTS IN ASSISTING THE DESIGNING AND IMPLEMENTING A DISABILITY INCLUSION PROGRAM AS PART OF THE ORGANIZATION'S MISSION TO MAKE A POSITIVE DIFFERENCE IN THE LIVES OF INDIVIDUALS WITH DISABILITIES THROUGH PROGRAMS AND FIELD PARTNERSHIPS CENTERED AROUND PARENTS, EDUCATORS, EMPLOYERS AND INDIVIDUALS. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (13 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| POSES FAMILY FOUNDATION | ||||||
| 1 | 777 ARTHUR GODFREY ROAD SUITE 202 | MIAMI BEACH | FL | 33140 | $12,924,997 | Yes (X) |
| SCARLET FEATHER FUND | ||||||
| 2 | 1401 S MAIN ST SUITE 100 | DAYTON | OH | 45409 | $1,250,000 | Yes (X) |
| OAK FOUNDATION | ||||||
| 3 | 55 VILCOM CENTER DRIVE SUITE 340 | CHAPEL HILL | NC | 27514 | $378,501 | Yes (X) |
| LAURENCE E HIRSCH | ||||||
| 4 | 300 CRESCENT COURT SUITE 550 | DALLAS | TX | 75201 | $350,000 | Yes (X) |
| UNIDOS US | ||||||
| 5 | 1126 16TH STREET NW SUITE 600 | WASHINGTON | DC | 20036 | $300,000 | Yes (X) |
| D'ALOIA FAMILY FOUNDATION | ||||||
| 6 | ONE GIRALDA FARMS SUITES 130 | MADISON | NJ | 07940 | $100,000 | Yes (X) |
| NORTHEAST FINANCIAL CONSULTANTS LLC | ||||||
| 7 | PO BOX 2630 | WESTPORT | CT | 06880 | $100,000 | Yes (X) |
| GOLDSTONE FAMILY FOUNDATION | ||||||
| 8 | 445 MAIN STREET | RIDGEFIELD | CT | 06877 | $15,000 | Yes (X) |
| JEWISH COMMUNAL FUND | ||||||
| 9 | 575 MADISON AVENUE SUITE 703 | NEW YORK | NY | 10022 | $11,800 | Yes (X) |
| BOSSIDY FOUNDATION | ||||||
| 10 | 452 W MOUNTAIN RD | RIDGEFIELD | CT | 06877 | $10,000 | Yes (X) |
| ECMC FOUNDATION | ||||||
| 11 | 444 S FLOWER ST STE 2550 | LOS ANGELES | CA | 90071 | $10,000 | Yes (X) |
| ELWOOD B DAVIS | ||||||
| 12 | 244 SAUGATUCK AVE | WESTPORT | CT | 06880 | $10,000 | Yes (X) |
| VANGUARD CHARITABLE | ||||||
| 13 | PO BOX 9509 | WARWICK | RI | 02889 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $98,651 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $99,305 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| FURNITURE AND FIXTURES | 2020-12-31 | $437,120 | $80,044 | SL | 7.000000000000 | $62,456 | $0 | $62,456 |
| COMPUTERS AND EQUIPMENT | 2019-06-30 | $618,504 | $137,849 | SL | 5.000000000000 | $135,048 | $0 | $135,048 |
| PHOTO PRODUCTION EQUIPMENT | 2019-06-30 | $220,697 | $79,182 | SL | 7.000000000000 | $35,293 | $0 | $35,293 |
| LEASEHOLD IMPROVEMENTS | 2021-07-01 | $2,656,247 | $435,528 | SL | 9.000000000000 | $296,095 | $0 | $296,095 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990PF, PART VIII-A, LINE 1: | FormAndLineReferenceDesc |
| Medium Explanation | UNDERSTOOD.ORG IS A NONPROFIT FOCUSED ON SHAPING THE WORLD FOR DIFFERENCE SO PEOPLE WITH LEARNING AND THINKING DIFFERENCES CAN THRIVE. WE RAISE AWARENESS OF THE CHALLENGES, SKILLS, AND STRENGTHS OF PEOPLE WHO LEARN AND THINK DIFFERENTLY. OUR RESOURCES HELP PEOPLE NAVIGATE CHALLENGES, GAIN CONFIDENCE, AND FIND SUPPORT AND COMMUNITY SO THEY CAN THRIVE - IN SCHOOL, AT WORK, AND THROUGHOUT LIFE. SEVENTY MILLION PEOPLE IN THE UNITED STATES HAVE LEARNING AND THINKING DIFFERENCES, LIKE DYSLEXIA AND ADHD. BUT THE WORLD ISN'T SET UP FOR THEM TO THRIVE. WE'RE WORKING TO CHANGE THAT BY RAISING AWARENESS AND PROVIDING RESOURCES TO HELP PEOPLE WITH DIFFERENCES REACH THEIR POTENTIAL.WE DELIVER IMPACT BY: - BUILDING CONFIDENCE: WE PROVIDE PEOPLE WITH THE TOOLS AND INFORMATION THEY NEED TO NAVIGATE CHALLENGES, IMPROVE SKILLS, DISCOVER STRENGTHS, AND FIND SUPPORT. OUR DIGITAL RESOURCES AND COMMUNITY HELP PEOPLE WITH DIFFERENCES - AND THOSE WHO SUPPORT THEM - TO BUILD CONFIDENCE.- REDUCING STIGMA: OUR CONTENT, CAMPAIGNS, AND PARTNERSHIPS RAISE AWARENESS AND CHANGE ATTITUDES ABOUT LEARNING AND THINKING DIFFERENCES. WE WANT EVERYONE TO UNDERSTAND THE CHALLENGES, STRENGTHS, AND SKILLS OF PEOPLE WHO LEARN AND THINK DIFFERENTLY.- DRIVING ADVOCACY: WE EMPOWER PEOPLE TO SPEAK UP AND TAKE ACTION TO BUILD A MORE EQUITABLE WORLD FOR PEOPLE WHO LEARN AND THINK DIFFERENTLY. OUR RESOURCES HELP EMPLOYERS, EMPLOYEES, EDUCATORS, AND HEALTH CARE PROVIDERS HAVE PRODUCTIVE CONVERSATIONS THAT LEAD TO CHANGE.- PROVIDING SUPPORT AT KEY STAGES: LEARNING AND THINKING DIFFERENCES ARE LIFELONG. WE SUPPORT PEOPLE AT KEY MOMENTS THROUGHOUT THEIR LIVES WITH OUR EXPERT-VETTED RESOURCES. WE'RE CONSTANTLY EXPANDING OUR RANGE OF PRODUCTS AND CONTENT TO MEET DIFFERENT NEEDS AND AUDIENCES. OUR GOAL IS TO INCREASE OUR COMMUNITY OF 20 MILLION USERS WORLDWIDE BY TENS OF MILLIONS MORE IN THE NEXT FEW YEARS.OUR JOURNEY STARTED WHEN CO-FOUNDERS FRED AND NANCY POSES REALIZED THEIR SON HAD A LEARNING AND THINKING DIFFERENCE. THEY FACED THE CHALLENGES THAT MANY FAMILIES EXPERIENCE, AND THEY SAW AN URGENT NEED TO HELP OTHERS. FOR NEARLY A DECADE, UNDERSTOOD HAS PARTNERED WITH OTHERS TO ADDRESS THIS ISSUE, STRENGTHEN THE SUPPORT SYSTEM, AND CHALLENGE THE STATUS QUO. UNDERSTOOD IS A LEADER IN CONTENT DEVELOPMENT ABOUT LEARNING AND THINKING DIFFERENCES. EACH YEAR, WE REACH 20 MILLION PEOPLE WORLDWIDE WITH OUR RESOURCES. WE HAVE THOUSANDS OF PIECES IN A RANGE OF FORMATS, INCLUDING ARTICLES, PERSONAL STORIES, VIDEOS, AND PODCAST EPISODES. AND THEY'RE VETTED BY EXPERTS AND INFORMED BY RESEARCH AND HUNDREDS OF USER INTERVIEWS.KEY PRODUCTS & INITIATIVES:- OUR CONTENT INCLUDES 3,000+ ARTICLES, PRINTABLES, AND OTHER RESOURCES IN ENGLISH AND SPANISH ON U.ORG. THESE MATERIALS SPEAK TO FAMILIES, PARENTS, YOUNG ADULTS, AND OTHER AUDIENCES ABOUT THEIR EXPERIENCES WITH A LEARNING AND THINKING DIFFERENCE.- THE UNDERSTOOD PODCAST NETWORK FEATURES FIVE PODCASTS, WITH MORE IN THE WORKS: "UNDERSTOOD EXPLAINS," "IN IT," "HOW'D YOU GET THAT JOB?!," "THE OPPORTUNITY GAP, AND "ADHD AHA!" OUR PODCASTS FEATURE REAL TALK AND PERSONAL STORIES FOR AND FROM PEOPLE WHO LEARN AND THINK DIFFERENTLY, BRINGING NEW VOICES AND PERSPECTIVES YOU WON'T HEAR ANYWHERE ELSE. - WUNDER BY UNDERSTOOD IS A FREE, FIRST-OF-ITS-KIND COMMUNITY APP FOR PARENTS RAISING KIDS WITH LEARNING AND THINKING DIFFERENCES, SUCH AS ADHD AND DYSLEXIA. WUNDER WAS DESIGNED TO RELIEVE SOME OF THE ISOLATION THAT PARENTS OFTEN FEEL AS THEY NAVIGATE CHALLENGES AT SCHOOL AND AT HOME. IT HAS OVER 5,000 MEMBERS IN 25+ DIFFERENT COMMUNITY GROUPS.- SOCIAL MEDIA CONTENT ACROSS INSTAGRAM, FACEBOOK, LINKEDIN, TWITTER, PINTEREST, TIKTOK, AND YOUTUBE SERVE AS RESOURCES FOR DIVERSE AUDIENCES.- WE PARTNER WITH COMPANIES AND ORGANIZATIONS FOR PROGRAMS AIMED AT SPECIFIC AUDIENCES. ONE RECENT EXAMPLE OF A PROGRAM PARTNERSHIP IS TAKE N.O.T.E., DEVELOPED WITH THE AMERICAN ACADEMY OF PEDIATRICS (AAP). THIS NATIONAL EFFORT IS DESIGNED TO HELP PARENTS OBSERVE THEIR CHILD'S BEHAVIOR AND TAKE NOTES TO SHARE WITH THEIR CHILD'S TEACHER AND HEALTH CARE PROVIDERS.- UNDERSTOOD BUILDS INCLUSIVE WORKPLACES THROUGH TAILORED DISABILITY INCLUSION TRAINING, WORKPLACE ASSESSMENT, ACTION PLANNING, AND GUIDED IMPLEMENTATION SUPPORT FOR EMPLOYERS INVESTED IN BUILDING INCLUSIVE WORKPLACES.- UNDERSTOOD'S RESEARCH AND SURVEYS REVEAL INSIGHTS AND DATA THAT HELP US AND OTHERS EMPOWER PEOPLE WHO LEARN AND THINK DIFFERENTLY. OUR LATEST RESEARCH INCLUDES A NEURODIVERSITY AND SOCIAL MEDIA STUDY, AND A NEURODIVERSITY AND STIGMA STUDY. - WE USE BROAD MEDIA CAMPAIGNS TO REDUCE STIGMA AND RAISE AWARENESS AROUND LEARNING AND THINKING DIFFERENCES. AN EXAMPLE IS OUR "BE THE REASON" CAMPAIGN, WHICH TARGETS PARENTS. THROUGH NEW RESEARCH, A SOCIAL MEDIA CHALLENGE, AND A VARIETY OF VIDEOS, RESOURCES, REAL STORIES, AND ACTIVITIES FOR PARENTS TO ENGAGE THEIR CHILD, WE WORK TO HELP PARENTS BE THE REASON THEIR CHILD THRIVES. - INFLUENCER AND EXPERT ENGAGEMENT GENERATE CONTENT THAT CAN SERVE AS A RESOURCE.- FOR/BY, OUR EZINE ON MEDIUM, FEATURES PERSONAL STORIES AND PERSPECTIVES FROM PEOPLE WHO LEARN AND THINK DIFFERENTLY. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EDGEWOOD GROWTH FUND INSTL CL | $3,020,853 | $3,020,853 |
| BLACKROCK TECHNOLOGY OPPORTUNITIES INSTL | $1,788,413 | $1,788,413 |
| SPYGLASS GROWTH FUND INSTL | $820,740 | $820,740 |
| MORGAN STANLEY PORTFOLIO I | $1,667,937 | $1,667,937 |
| T. ROWE PRICE GLOBAL TECHNOLOGY INSTL | $1,095,174 | $1,095,174 |
| T. ROWE PRICE HEALTH SCIENCE CLASS I | $734,112 | $734,112 |
| VIRTUS KAR SMALL CAP GROWTH FUND CL I | $643,237 | $643,237 |
| WASATCH ULTRA GROWTH FUND INSTL CL | $807,442 | $807,442 |
| ISHARES S&P SMALLCAP 600 VALUE INDEX FUND | $909,799 | $909,799 |
| ISHARES TRUST U.S. MED DVC ETF | $739,767 | $739,767 |
| ISHARES TRUST CORE DIVIDEND GROWTH | $4,589,124 | $4,589,124 |
| SPDR S&P500 ETF TRUST UNIT | $11,793,867 | $11,793,867 |
| VANGUARD SPECIALIZED FUNDS DIV APP ETF | $4,724,681 | $4,724,681 |
| VANGUARD FINANCIALS INDEX FUND | $1,326,422 | $1,326,422 |
| VANGUARD INDEX FDS VANGUARD GROWTH ETF | $4,531,698 | $4,531,698 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $12,929,268 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $12,929,268 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE AND FIXTURES | $437,120 | $142,500 | $294,620 |
| COMPUTERS AND EQUIPMENT | $618,504 | $272,897 | $345,607 |
| PHOTO PRODUCTION EQUIPMENT | $220,697 | $114,475 | $106,222 |
| LEASEHOLD IMPROVEMENTS | $2,656,247 | $731,623 | $1,924,624 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $173,328 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $198,341 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER ASSETS | $53,000 | $9,808 | $9,808 |
| SECURITY DEPOSITS | $1,700 | $1,700 | $1,700 |
| ESCROWED FUNDS | $2,500 | $0 | $0 |
| RIGHT OF USE ASSET - OPERATING LEASE | $11,950,598 | $11,063,055 | $11,063,055 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOSS ON DISPOSAL OF ASSETS | Desc |
| Amt | $9,398 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $89,113 | $0 | $0 | $107,255 |
| PUBLIC RELATIONS AND MARKETING | $2,497,290 | $0 | $0 | $2,504,838 |
| IC TEAM | $2,245,433 | $0 | $0 | $2,353,903 |
| CREATIVE EXPENSES | $217,772 | $0 | $0 | $229,443 |
| WEBSITE PLATFORM | $1,006,558 | $0 | $0 | $1,175,476 |
| ADVERTISING EXP | $2,839,983 | $0 | $0 | $3,364,339 |
| RECRUITMENT EXP | $124,705 | $0 | $0 | $143,116 |
| OFFICE EXP | $362,565 | $0 | $0 | $459,592 |
| TRAINING & PROFESSIONAL DEV | $67,388 | $0 | $0 | $66,214 |
| EVENT EXPENSES | $69,242 | $0 | $0 | $69,255 |
| INFORMATION TECHNOLOGY | $241,380 | $0 | $0 | $217,982 |
| HORTICULTURE | $8,294 | $0 | $0 | $8,294 |
| AGENCY EXPENSES | $1,765,296 | $0 | $0 | $1,765,296 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| ICC PROGRAMS PARTICIPATION | $100,000 | $100,000 |
| PLANET 9 REIMBURSEMENTS | $349,510 | $349,510 |
| EXCISE TAX REFUND | $35,242 | $0 |
| REBATES AND REWARDS | $8,322 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $7,930,095 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| LEASE LIABILITY | $12,810,847 | $12,066,428 |
| FEDERAL EXCISE TAXES PAYABLE | $35,431 | $143,018 |
| CREDIT CARD PAYABLE | $1,211 | $87,997 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER PROFESSINAL FEES | $237,980 | $0 | $0 | $222,299 |
| BENEFIT ADMINISTRATION FEES | $74,223 | $0 | $0 | $70,200 |
| HUMAN RESOURCE FEES | $2,529 | $0 | $0 | $19,029 |
| PAYROLL PROCESSING FEES | $43,126 | $0 | $0 | $44,400 |
| INVESTMENT ADVISORY SERVICES | $181,596 | $181,596 | $181,596 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $143,018 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |