LEMNIS: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LEMNIS (EIN 93-0686108)
- Tax period
- 2023-07-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202433209349301013
- 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 | 2024-11-15T00:00:38-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930686108 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEMNIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEMN | BusinessNameControlTxt |
| Phone | 9714155530 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 SW 116TH AVE 178 | AddressLine1Txt |
| City | BEAVERTON | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA CRUMLEY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9714155530 | PhoneNum |
| Signature | 2024-11-14 | 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 | JENNIFER BECKER HARRIS | PreparerPersonNm |
| PTIN | P00183358 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2024-11-14 | 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 | MELISSA JOHNSTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 SW 116TH AVE 178 | AddressLine1Txt |
| City | BEAVERTON | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,970,316 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LEMNIS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | INVESTING IN SOLUTIONS THAT MAKE LEARNING PERSONAL, ADAPTABLE, & JUST FOR ALL IN A FAST-PACED WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 1324 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,433,283 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $205,845,967 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $898,726,002 | PYInvestmentIncomeAmt |
| CY Investment Income | $22,969,295 | CYInvestmentIncomeAmt |
| PY Other Revenue | $64,287 | PYOtherRevenueAmt |
| CY Other Revenue | $1,021 | CYOtherRevenueAmt |
| PY Total Revenue | $1,106,069,539 | PYTotalRevenueAmt |
| CY Total Revenue | $22,970,316 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $16,721 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,923 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $154,116,959 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,766,727 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $78,604,982 | PYOtherExpensesAmt |
| CY Other Expenses | $3,164,505 | CYOtherExpensesAmt |
| PY Total Expenses | $232,738,662 | PYTotalExpensesAmt |
| CY Total Expenses | $4,939,155 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $873,330,877 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $18,031,161 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $890,233,383 | TotalAssetsBOYAmt |
| Total Assets EOY | $908,348,487 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,264,472 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,250,968 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $888,968,911 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $907,097,519 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO INVEST IN NEXT-GENERATION SOLUTIONS THAT MAKE LEARNING MORE JUST FOR ALL OF US, PERSONAL TO EACH OF US, AND ADAPTABLE IN A FAST-MOVING WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,036,111 | ExpenseAmt |
| Grant | $7,923 | GrantAmt |
| Desc | AT LEMNIS, WE ENVISION A FUTURE OF THE UNLIMITED LEARNER, WHERE EVERY PERSON CAN THRIVE IN A TIME OF DRAMATIC CHANGE. OUR MISSION IS TO INVEST IN SOLUTIONS THAT MAKE LEARNING MORE JUST FOR ALL OF US, PERSONAL TO EACH OF US, AND ADAPTABLE IN A FAST-MOVING WORLD.WE BELIEVE EVERY PERSON CAN THRIVE IN A TIME OF DRAMATIC CHANGE BUT THAT WE MUST NOT BE CONSTRAINED BY THE EXISTING EDUCATION SYSTEM. LEMNIS IS EXPLORING FOUR AREAS OF FOCUS 1) BELONGING & COMMUNITY; 2)SOCIAL SCIENCES & NEUROSCIENCE OF LEARNING; 3) AI & DIGITAL TECHNOLOGY AND 4) NEW ECOSYSTEMS & SUPPORTS AND THE INTERSECTIONS OF THESE AREAS OF FOCUS TO BETTER SUPPORT AND CHAMPION THE UNLIMITED LEARNER. | Desc |
| Total Program Service Expenses | $1,036,111 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 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 | 553 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1324 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA CRUMLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9714155530 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 SW 116TH AVE 178 | AddressLine1Txt |
| City | BEAVERTON | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97225 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| PATRICIA E SMITH | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $36,917 | $0 | $0 | ||||
| ERICKA M MILLER | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $34,833 | $0 | $0 | ||||
| JOSEPH J WISE | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $34,833 | $0 | $0 | ||||
| KENNETH WONG | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $36,917 | $0 | $0 | ||||
| WILLIAM MARK STRICKLAND | |||||||||
| BOARD CHAIR | 2.00 | Yes (X) | $39,000 | $0 | $0 | Yes (X) | |||
| ANTHONY M SMITH | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $34,833 | $0 | $0 | ||||
| STEVEN WILLIAM FLEISCHMAN | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $36,917 | $0 | $0 | ||||
| JOHNSTON MELISSA Z | |||||||||
| CEO | 40.00 | $531,576 | $0 | $93,221 | Yes (X) | ||||
| CRUMLEY LAURA L | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $561,576 | $0 | $79,326 | Yes (X) | ||||
| POTTER JENNIFER | |||||||||
| GENERAL COUNSEL / BOARD SECRETARY | 40.00 | $474,766 | $0 | $79,178 | Yes (X) | ||||
| MENDENHALL JASON B | |||||||||
| KEY EMPLOYEE THRU 4/23 | 40.00 | $648,828 | $0 | $22,792 | Yes (X) | ||||
| KEALEY BRENDAN J | |||||||||
| KEY EMPLOYEE THRU 4/23 | 40.00 | $183,131 | $0 | $17,180 | Yes (X) | ||||
| LUZIETTI JOANNE | |||||||||
| KEY EMPLOYEE THRU 4/23 | 40.00 | $230,983 | $0 | $17,840 | Yes (X) | ||||
| SNELL JAMES J | |||||||||
| KEY EMPLOYEE THRU 4/23 | 40.00 | $246,252 | $0 | $18,859 | Yes (X) | ||||
| FRITZ AMANDA | |||||||||
| KEY EMPLOYEE THRU 4/23 | 40.00 | $165,068 | $0 | $15,310 | Yes (X) | ||||
| ASHBY CHRISTOPHER M | |||||||||
| KEY EMPLOYEE THRU 4/23 | 40.00 | $152,354 | $0 | $15,593 | Yes (X) | ||||
| MCKNIGHT-WERK KRISTIN A | |||||||||
| KEY EMPLOYEE THRU 4/23 | 40.00 | $374,975 | $0 | $13,166 | Yes (X) | ||||
| ENOCH JEFFREY L | |||||||||
| KEY EMPLOYEE THRU 4/23 | 40.00 | $237,987 | $0 | $20,948 | Yes (X) | ||||
| TARASAWA BETH | |||||||||
| KEY EMPLOYEE THRU 4/23 | 40.00 | $184,245 | $0 | $15,617 | Yes (X) | ||||
| MATTSON DIRK P | |||||||||
| KEY EMPLOYEE THRU 4/23 | 40.00 | $153,310 | $0 | $17,921 | Yes (X) | ||||
| MCDANIEL FRED G | |||||||||
| KEY EMPLOYEE THRU 4/23 | 40.00 | $286,427 | $0 | $20,177 | Yes (X) | ||||
| SCHEURING SYLVIA T | |||||||||
| HCE THRU 4/23 | 40.00 | $193,277 | $0 | $12,587 | Yes (X) | ||||
| PORTER TANYA | |||||||||
| HCE THRU 4/23 | 40.00 | $196,050 | $0 | $17,060 | Yes (X) | ||||
| BRANT KATHY L | |||||||||
| VP, PROGRAMS & IMPACT | 40.00 | $318,186 | $0 | $47,402 | Yes (X) | ||||
| SUCHY NATHANIEL J | |||||||||
| ASSOCIATE GENERAL COUNSEL | 40.00 | $272,081 | $0 | $45,286 | Yes (X) | ||||
| MARENGO ELIZABETH | |||||||||
| HCE THRU 4/23 | 40.00 | $201,223 | $0 | $14,216 | Yes (X) | ||||
| MINNICH CHRISTOPHER E | |||||||||
| FORMER OFFICER | 40.00 | $490,883 | $0 | $54,504 | Yes (X) | ||||
| WINSTON HUNT H | |||||||||
| FORMER OFFICER | 40.00 | $387,213 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,744,641 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $638,183 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 33 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HOUGHTON MIFFLIN HARCOURT PUBLISHING CO | |||||
| 9400 SOUTH PARK CENTER LOOP | ORLANDO | FL | 32819 | TRANSITION SERVICES | $639,210 |
| BASE DESIGN CORP | |||||
| 13 S WILLIAM ST FLOOR 2 | NEW YORK | NY | 10004 | BRANDING SERVICES | $287,500 |
| ALVAREZ & MARSAL PE PERFORMANCE IMPROVEM | |||||
| 600 MADISON AVENUE 8TH FLOOR | NEW YORK | NY | 10022 | ADVISORY SUPPORT | $171,000 |
| HOGAN LOVELLS US LLP | |||||
| 855 MAIN ST SUITE 200 | REDWOOD CITY | CA | 94063 | LEGAL SERVICES | $159,159 |
| CLARK NUBER | |||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 98004 | TAX AND AUDIT SERVICES | $123,283 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,969,295 | TotalRevenueColumnAmt |
| Exclusion | $22,969,295 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENTS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,021 | TotalRevenueColumnAmt |
| Exclusion | $1,021 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,021 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,970,316 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $22,970,316 | 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 | $7,923 | TotalAmt |
| Program Services | $7,923 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $826,082 | TotalAmt |
| Program Services | $299,088 | ProgramServicesAmt |
| Management And General | $526,994 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $584,582 | TotalAmt |
| Program Services | $228,964 | ProgramServicesAmt |
| Management And General | $355,618 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,869 | TotalAmt |
| Program Services | $66,719 | ProgramServicesAmt |
| Management And General | $113,150 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,939 | TotalAmt |
| Program Services | $16,936 | ProgramServicesAmt |
| Management And General | $47,003 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,255 | TotalAmt |
| Program Services | $15,359 | ProgramServicesAmt |
| Management And General | $96,896 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,379 | TotalAmt |
| Management And General | $40,379 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,883 | TotalAmt |
| Management And General | $114,883 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,030,872 | TotalAmt |
| Program Services | $108,300 | ProgramServicesAmt |
| Management And General | $922,572 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,852 | TotalAmt |
| Program Services | $1,866 | ProgramServicesAmt |
| Management And General | $73,986 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,609 | TotalAmt |
| Program Services | $256 | ProgramServicesAmt |
| Management And General | $42,353 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,330 | TotalAmt |
| Program Services | $1,126 | ProgramServicesAmt |
| Management And General | $88,204 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,659 | TotalAmt |
| Program Services | $610 | ProgramServicesAmt |
| Management And General | $3,049 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,145 | TotalAmt |
| Management And General | $19,145 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| LEGACY COSTS | $1,212,710 | $288,756 | $923,954 |
| SUBGRANTEE CONTRACT | $530,609 | $530,609 | |
| TAX EXPENSE | $3,272 | $3,272 | |
| BANK FEES | $1,185 | $208 | $977 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,939,155 | TotalAmt |
| Program Services | $1,036,111 | ProgramServicesAmt |
| Management And General | $3,903,044 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,061,932 | BOYAmt |
| EOY | $10,368,938 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,116,752 | BOYAmt |
| EOY | $5,146,346 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,616,710 | BOYAmt |
| EOY | $1,091,701 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,469,623 | BOYAmt |
| EOY | $838,875 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $21,948 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,878 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,729 | BOYAmt |
| EOY | $17,070 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $867,947,637 | BOYAmt |
| EOY | $890,885,557 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $890,233,383 | BOYAmt |
| EOY | $908,348,487 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,062 | BOYAmt |
| EOY | $158,927 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,092,041 | BOYAmt |
| EOY | $1,092,041 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,369 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,264,472 | BOYAmt |
| EOY | $1,250,968 | 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 | $888,718,411 | BOYAmt |
| EOY | $907,097,519 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,500 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $888,968,911 | BOYAmt |
| EOY | $907,097,519 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $890,233,383 | BOYAmt |
| EOY | $908,348,487 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $18,031,161 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $97,447 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,269,950 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,210,834 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,283,585 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,433,283 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $13,197,652 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $159,950,431 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $152,690,794 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $211,427,617 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $205,910,254 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $729,979,096 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $166,220,381 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $156,901,628 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $212,711,202 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $207,343,537 | CurrentTaxYearMinus1YearAmt |
| Total | $743,176,748 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,918,710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,243,815 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,140,791 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,001,670 | CurrentTaxYearMinus1YearAmt |
| Total | $68,304,986 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,918,710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,243,815 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,140,791 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,001,670 | CurrentTaxYearMinus1YearAmt |
| Total | $68,304,986 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $674,871,762 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $553,820 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $229,508 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $124,009 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,992,126 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,969,295 | CurrentTaxYearAmt |
| Total | $31,868,758 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $553,820 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $229,508 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $124,009 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,992,126 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,969,295 | CurrentTaxYearAmt |
| Total | $31,868,758 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $20,568 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $1,021 | CurrentTaxYearAmt |
| Total | $21,589 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $166,774,201 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $157,131,136 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $212,855,779 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $215,335,663 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,970,316 | CurrentTaxYearAmt |
| Total | $775,067,095 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.87070 | PublicSupportCY509Pct |
| Public Support PY509 | 0.90760 | PublicSupportPY509Pct |
| Investment Income CY | 0.04110 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01040 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | REIMBURSEMENTS - 2021 AMOUNT: $ 20,568. 2023 AMOUNT: $ 1,021. |
| SCHEDULE A, PART III, SECTION A, PUBLIC SUPPORT | COLUMN E REPRESENTS A SHORT YEAR PERIOD FOR 07/01/2023 - 12/31/2023. |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,939,155 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,939,155 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $396,958 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $99,240 | 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 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $396,958 | CurrentYearAmt |
| Total | $3,396,958 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,095,437 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $420,034 | CurrentYearMinus3Amt |
| Current Year Minus2 | $274,600 | CurrentYearMinus2Amt |
| Current Year Minus1 | $112,000 | CurrentYearMinus1Amt |
| Total | $806,634 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $99,240 | CurrentYearAmt |
| Total | $849,240 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,273,860 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,948 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,878 | DepreciationAmt |
| Book Value | $17,070 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,070 | TotalBookValueLandBuildingsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTLAND BACKPACK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6600 NE 78TH CT SUITE C4 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97218 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 821797993 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $0 | CashGrantAmt |
| Non Cash Assistance | $5,123 | NonCashAssistanceAmt |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE GRANT FUNDS ARE FOR GENERAL SUPPORT OF THE AWARDEE ORGANIZATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MENDENHALL JASON B | ||||||||||||||
| KEY EMPLOYEE THRU 4/23 | $173,712 | $0 | $118,333 | $0 | $356,783 | $0 | $17,750 | $0 | $5,042 | $0 | $671,620 | $0 | $0 | $0 |
| CRUMLEY LAURA L | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $420,666 | $0 | $133,333 | $0 | $7,577 | $0 | $61,050 | $0 | $18,276 | $0 | $640,902 | $0 | $0 | $0 |
| JOHNSTON MELISSA Z | ||||||||||||||
| CEO | $415,772 | $0 | $110,500 | $0 | $5,304 | $0 | $60,000 | $0 | $33,221 | $0 | $624,797 | $0 | $0 | $0 |
| POTTER JENNIFER | ||||||||||||||
| GENERAL COUNSEL / BOARD SECRETARY | $372,301 | $0 | $97,167 | $0 | $5,298 | $0 | $48,662 | $0 | $30,516 | $0 | $553,944 | $0 | $0 | $0 |
| MINNICH CHRISTOPHER E | ||||||||||||||
| FORMER OFFICER | $306,656 | $0 | $182,467 | $0 | $1,760 | $0 | $51,108 | $0 | $3,396 | $0 | $545,387 | $0 | $0 | $0 |
| MCKNIGHT-WERK KRISTIN A | ||||||||||||||
| KEY EMPLOYEE THRU 4/23 | $106,916 | $0 | $130,653 | $0 | $137,406 | $0 | $13,000 | $0 | $166 | $0 | $388,141 | $0 | $0 | $0 |
| WINSTON HUNT H | ||||||||||||||
| FORMER OFFICER | $7,213 | $0 | $0 | $0 | $380,000 | $0 | $0 | $0 | $0 | $0 | $387,213 | $0 | $0 | $0 |
| BRANT KATHY L | ||||||||||||||
| VP, PROGRAMS & IMPACT | $242,968 | $0 | $69,593 | $0 | $5,625 | $0 | $31,407 | $0 | $15,996 | $0 | $365,589 | $0 | $0 | $0 |
| SUCHY NATHANIEL J | ||||||||||||||
| ASSOCIATE GENERAL COUNSEL | $213,051 | $0 | $54,000 | $0 | $5,030 | $0 | $27,247 | $0 | $18,039 | $0 | $317,367 | $0 | $0 | $0 |
| MCDANIEL FRED G | ||||||||||||||
| KEY EMPLOYEE THRU 4/23 | $171,227 | $0 | $113,333 | $0 | $1,867 | $0 | $17,000 | $0 | $3,177 | $0 | $306,604 | $0 | $0 | $0 |
| SNELL JAMES J | ||||||||||||||
| KEY EMPLOYEE THRU 4/23 | $144,222 | $0 | $100,000 | $0 | $2,030 | $0 | $15,000 | $0 | $3,859 | $0 | $265,111 | $0 | $0 | $0 |
| ENOCH JEFFREY L | ||||||||||||||
| KEY EMPLOYEE THRU 4/23 | $136,287 | $0 | $100,000 | $0 | $1,700 | $0 | $15,001 | $0 | $5,948 | $0 | $258,936 | $0 | $0 | $0 |
| LUZIETTI JOANNE | ||||||||||||||
| KEY EMPLOYEE THRU 4/23 | $132,572 | $0 | $96,667 | $0 | $1,744 | $0 | $14,500 | $0 | $3,340 | $0 | $248,823 | $0 | $0 | $0 |
| MARENGO ELIZABETH | ||||||||||||||
| HCE THRU 4/23 | $137,025 | $0 | $62,500 | $0 | $1,698 | $0 | $14,063 | $0 | $154 | $0 | $215,440 | $0 | $0 | $0 |
| PORTER TANYA | ||||||||||||||
| HCE THRU 4/23 | $115,528 | $0 | $78,750 | $0 | $1,772 | $0 | $11,812 | $0 | $5,247 | $0 | $213,109 | $0 | $0 | $0 |
| SCHEURING SYLVIA T | ||||||||||||||
| HCE THRU 4/23 | $111,411 | $0 | $40,667 | $0 | $41,199 | $0 | $12,223 | $0 | $364 | $0 | $205,864 | $0 | $0 | $0 |
| KEALEY BRENDAN J | ||||||||||||||
| KEY EMPLOYEE THRU 4/23 | $132,927 | $0 | $48,382 | $0 | $1,822 | $0 | $14,514 | $0 | $2,665 | $0 | $200,310 | $0 | $0 | $0 |
| TARASAWA BETH | ||||||||||||||
| KEY EMPLOYEE THRU 4/23 | $120,065 | $0 | $62,500 | $0 | $1,680 | $0 | $12,500 | $0 | $3,117 | $0 | $199,862 | $0 | $0 | $0 |
| FRITZ AMANDA | ||||||||||||||
| KEY EMPLOYEE THRU 4/23 | $122,654 | $0 | $40,697 | $0 | $1,717 | $0 | $12,209 | $0 | $3,101 | $0 | $180,378 | $0 | $0 | $0 |
| MATTSON DIRK P | ||||||||||||||
| KEY EMPLOYEE THRU 4/23 | $108,183 | $0 | $43,167 | $0 | $1,960 | $0 | $12,950 | $0 | $4,971 | $0 | $171,231 | $0 | $0 | $0 |
| ASHBY CHRISTOPHER M | ||||||||||||||
| KEY EMPLOYEE THRU 4/23 | $108,943 | $0 | $41,667 | $0 | $1,744 | $0 | $12,500 | $0 | $3,093 | $0 | $167,947 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINES 4A-B | JASON B. MENDENHALL, FORMER KEY EMPLOYEE, RECEIVED SEVERANCE PAY OF $355,000 DURING THE YEAR. HUNT H. WINSTON, FORMER OFFICER, RECEIVED SEVERANCE PAY OF $380,000 DURING THE YEAR. KRISTIN A. MCKNIGHT-WERK, FORMER KEY EMPLOYEE, RECEIVED SEVERANCE PAY OF $130,000 DURING THE YEAR. SYLVIA T. SCHEURING, FORMER HCE, RECEIVED SEVERANCE PAY OF $37,538 DURING THE YEAR. CHRISTOPHER MINNICH, FORMER CEO, RECEIVED A 457(F) PAYMENT OF $23,813. |
| PART I, LINE 7 | BONUSES ARE RELATED TO CEO BONUS AND DISCRETIONARY BONUSES FOR STAFF. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT AND FINANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND RECOMMENDS FOR BOARD APPROVAL THE FORM 990. THE BOARD FORMALLY APPROVES THE FORM 990 PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | SIGNED STATEMENTS ARE COLLECTED ANNUALLY FROM EACH DIRECTOR OR OFFICER OF THE BOARD OF DIRECTORS AND KEY EMPLOYEES THAT AFFIRM THAT EACH INDIVIDUAL HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, COMPLIES WITH THE POLICY, AND UNDERSTANDS THAT LEMNIS IS A CHARITABLE ORGANIZATION THAT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. THE FAILURE OF ANY DIRECTOR OF THE BOARD OF DIRECTORS TO SIGN SUCH A STATEMENT AT LEAST ONCE EVERY TWELVE (12) MONTHS WILL DISQUALIFY THAT INDIVIDUAL FROM FURTHER SERVICE AS A DIRECTOR OF THE BOARD OF DIRECTORS UNTIL THE REQUIRED STATEMENT IS SIGNED. FAILURE TO SIGN BY A KEY EMPLOYEE WILL RESULT IN IMMEDIATE REVIEW UNDER THE DIRECTION OF HUMAN RESOURCES IN CONJUNCTION WITH THE CHIEF FINANCIAL OFFICER. ALL DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY COMPLETE CONFLICT OF INTEREST DISCLOSURES. THESE ARE REVIEWED BY THE CORPORATE SECRETARY TO DETERMINE WHETHER THERE ARE ANY POTENTIAL CONFLICTS OF INTEREST. IF THERE IS A POTENTIAL CONFLICT OF INTEREST AT THE KEY EMPLOYEE OR BOARD LEVEL, THE POTENTIAL CONFLICT IS BROUGHT TO THE BOARD FOR REVIEW AND DETERMINATION REGARDING THE POTENTIAL CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE SETTING OF THE CEO AND OTHER EXECUTIVE COMPENSATION WAS DONE IN CONNECTION WITH AN INDEPENDENT COMPENSATION CONSULTANT WHO REVIEWED MARKET INFORMATION AND MADE RECOMMENDATIONS TO THE BOARD OF DIRECTORS. THE BOARD REVIEWED THE INDEPENDENT ANALYSIS AND RECOMMENDATIONS AND APPROVED COMPENSATION AND PAY RANGES FOR THE CEO AND OTHER MEMBERS OF THE EXECUTIVE TEAM. THE LAST COMPENSATION REVIEWS WERE IN FEBRUARY THRU APRIL OF 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACTS AND CONSULTING FEES: PROGRAM SERVICE EXPENSES 108,300. MANAGEMENT AND GENERAL EXPENSES 922,572. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,030,872. |