WOMEN CORPORATE DIRECTORS EDUCATION AND DEVELOPMENT FOUNDATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WOMEN CORPORATE DIRECTORS EDUCATION AND DEVELOPMENT FOUNDATION INC (EIN 46-0910287)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-04-26
- IRS object ID
- 202301169349301500
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-26T13:24:41-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141918990 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEMPLETON & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 EAST LAS OLAS BLVD STE 1650 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460910287 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOMEN CORPORATE DIRECTORS EDUCATION AND | BusinessNameLine1Txt |
| Business Name Line2 | DEVELOPMENT FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOME | BusinessNameControlTxt |
| Phone | 9547598940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4440 PGA BLVD 600 | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33410 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER REYNOLDS | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 9547598940 | PhoneNum |
| Signature | 2023-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JENNIFER | PersonFirstNm |
| Person Last | REYNOLDS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EMMA J PFISTER CPA | PreparerPersonNm |
| PTIN | P00286188 | PTIN |
| Phone | 9543330001 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | JENNIFER REYNOLDS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 7487 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,505,754 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.WOMENCORPORATEDIRECTORS.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2012 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O FOR ORGANIZATION MISSION STATEMENTTHE PURPOSE OF THE ORGANIZATION IS TO PROVIDE PROGRAMS, SERVICES, AND EDUCATIONAL OPPORTUNITIES TO ENCOURAGE AND ENABLE WOMEN TO PARTICIPATE IN CORPORATE GOVERNANCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 260 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,912,958 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,386,405 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $73,250 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $71,300 | CYProgramServiceRevenueAmt |
| PY Investment Income | $758 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,114 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$149,764 | PYOtherRevenueAmt |
| CY Other Revenue | -$13,463 | CYOtherRevenueAmt |
| PY Total Revenue | $2,837,202 | PYTotalRevenueAmt |
| CY Total Revenue | $2,446,356 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,232,304 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,491,467 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $47,909 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $7,825 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $726,918 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,079,501 | PYOtherExpensesAmt |
| CY Other Expenses | $1,227,138 | CYOtherExpensesAmt |
| PY Total Expenses | $2,359,714 | PYTotalExpensesAmt |
| CY Total Expenses | $2,726,430 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $477,488 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$280,074 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,408,157 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,323,113 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $540,884 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $735,914 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,867,273 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,587,199 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE PROGRAMS, SERVICES, AND EDUCATIONAL OPPORTUNITIES TO ENCOURAGE AND ENABLE WOMEN TO PARTICIPATE IN CORPORATE GOVERNANCE. AS THE PREEMINENT ORGANIZATION FOR WOMEN BOARD MEMBERS GLOBALLY, THE ORGANIZATION'S PURPOSE IS TO INCREASE REPRESENTATION AND THE PIPELINE FOR WOMEN ON BOARDS, AND INSPIRE BOARDS WORLDWIDE THROUGH EDUCATION, RESEARCH AND TOOLS REGARDING BEST PRACTICES IN GOVERNANCE AND LEADERSHIP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $0 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE GLOBAL INSTITUTE IS A CONFERENCE FOR WOMEN BOARD MEMBERS WHO SERVE ON LARGE PUBLIC COMPANY BOARDS. THIS EVENT IS TO PROVIDE PROGRAMMING AND NETWORKING OPPORTUNITIES FOR THOSE BOARD MEMBERS TO ENHANCE KNOWLEDGE AND EFFECTIVENESS OF THE BOARDS ON WHICH THEY SERVE. DUE TO COVID-19, THE EVENT WAS DEFERRED TO FISCAL YEAR 06/30/2023. THE DELAY OF THE GLOBAL INSTITUTE DUE TO COVID-19 IMPACTED THE BOTTOM-LINE RESULTS FOR FISCAL YEAR 2022. INSTEAD OF NEGATIVE $280,074 CHANGE IN NET ASSETS, THE CHANGE IN NET ASSETS WOULD HAVE BEEN POSITIVE AS IT HAS BEEN IN PREVIOUS YEARS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $80,682 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | INSTITUTES AND CONFERENCES ARE CONDUCTED IN VARIOUS LOCATIONS AROUND THE GLOBE FOR PURPOSES OF MORE LOCALIZED TRAINING AND EDUCATION OF WOMEN DIRECTORS. REGIONAL INSTITUTES AND EVENTS ARE HELD IN ASIA PACIFIC, EUROPE, AND THE AMERICAS WHERE PROGRAMMING DRAWS MEMBERS INTO A TRUE COMMUNITY OF KNOWLEDGE AND TRUST AND SHARING OF BEST PRACTICES. WCDIRECT VIRTUAL EVENTS PROVIDE PROGRAMMING AND NETWORKING OPPORTUNITIES FOR MEMBERS TO ENHANCE KNOWLEDGE AND EFFECTIVENESS OF THE BOARDS ON WHICH THEY SERVE. LOCAL CHAPTER MEETINGS ARE HELD THROUGHOUT THE YEAR TO PROVIDE ACCESS TO PROGRAMMING AT A LOCAL MEMBER LEVEL REGARDING CORPORATE GOVERNANCE. WITH 64 CHAPTERS WORLDWIDE, CHAPTER EVENTS AND MEETINGS ARE HELD LOCALLY TO CONNECT WITH PEERS AND LEARN FROM EXPERTS IN AREAS CRITICAL TO SUCCESSFUL BOARD GOVERNANCE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $170,301 | ExpenseAmt |
| Revenue | $71,300 | RevenueAmt |
| Desc | LOCAL CHAPTER MEETINGS ARE HELD THROUGHOUT THE YEAR TO PROVIDE ACCESS TO PROGRAMMING AT A LOCAL MEMBER LEVEL REGARDING CORPORATE GOVERNANCE. WITH 64 CHAPTERS WORLDWIDE, CHAPTER EVENTS AND MEETINGS ARE HELD LOCALLY TO CONNECT WITH PEERS AND LEARN FROM EXPERTS IN AREAS CRITICAL TO SUCCESSFUL BOARD GOVERNANCE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,270,807 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICE EXPENSES NOT DIRECTLY ALLOCATED TO THE ORGANIZATION'S THREE LARGEST PROGRAM SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,270,807 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,521,790 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | 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 | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 12 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEMPLETON & COMPANY LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9543330001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 EAST LAS OLAS BLVD STE 1650 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| SUSAN KEATING | |||||||
| FORMER CEO (07/01/21-12/31/21) | 40.00 | Yes (X) | Yes (X) | $428,654 | $0 | $30,065 | |
| JENNIFER REYNOLDS | |||||||
| CEO (HIRED 02/07/22) | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KAREN MITCHELL CURRAN | |||||||
| CHAIR, LEAD DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA DANIELS | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH ELLINGER | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JACKIE DAYLOR | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| KALPANA RAMAKRISHNAN | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY BETH VITALE | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA MCKAY | |||||||
| TREASURER | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINA BAERGA | |||||||
| SENIOR DIRECTOR OF OPERATI | 40.00 | $118,420 | $0 | $8,355 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $547,074 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $38,420 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TEMPLETON & COMPANY LLP | |||||
| 222 LAKEVIEW AVENUE SUITE 1200 | WEST PALM BEACH | FL | 33401 | ACCOUNTING SERVICES | $232,651 |
| ENCORE GROUP (USA) LLC | |||||
| 5100 NORTH RIVER ROAD SUITE 300 | SCHILLER PARK | IL | 60176 | EVENT SERVICES | $147,567 |
| DALTON AGENCY | |||||
| 140 W MONROE STREET | JACKSONVILLE | FL | 32202 | ADVERTISING SERVICES | $146,924 |
| FOX ROTHSCHILD LLP | |||||
| 2000 MARKET STREET 20TH FLOOR | PHILADELPHIA | PA | 19103 | LEGAL SERVICES | $109,611 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,172,200 | MembershipDuesAmt |
| Fundraising | $31,288 | FundraisingAmt |
| Government Grants | $112,781 | GovernmentGrantsAmt |
| All Other Contributions | $1,070,136 | AllOtherContributionsAmt |
| Noncash Contributions | $13,459 | NoncashContributionsAmt |
| Total Contributions | $2,386,405 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHAPTER MEETINGS | Desc |
| Business | 611430 | BusinessCd |
| Total Revenue Column | $71,300 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $71,300 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $71,300 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,114 | TotalRevenueColumnAmt |
| Exclusion | $2,114 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $45,935 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $31,288 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $59,398 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$13,463 | TotalRevenueColumnAmt |
| Exclusion | -$13,463 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,446,356 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $71,300 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$11,349 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,567 | TotalAmt |
| Program Services | $212,999 | ProgramServicesAmt |
| Management And General | $67,532 | ManagementAndGeneralAmt |
| Fundraising | $104,036 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $901,169 | TotalAmt |
| Program Services | $503,461 | ProgramServicesAmt |
| Management And General | $159,625 | ManagementAndGeneralAmt |
| Fundraising | $238,083 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,450 | TotalAmt |
| Program Services | $34,412 | ProgramServicesAmt |
| Management And General | $10,447 | ManagementAndGeneralAmt |
| Fundraising | $16,591 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,281 | TotalAmt |
| Program Services | $80,797 | ProgramServicesAmt |
| Management And General | $24,528 | ManagementAndGeneralAmt |
| Fundraising | $38,956 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,399 | TotalAmt |
| Program Services | $77,279 | ProgramServicesAmt |
| Management And General | $11,040 | ManagementAndGeneralAmt |
| Fundraising | $22,080 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,319 | TotalAmt |
| Program Services | $88,822 | ProgramServicesAmt |
| Management And General | $106,359 | ManagementAndGeneralAmt |
| Fundraising | $37,138 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,825 | TotalAmt |
| Fundraising | $7,825 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,618 | TotalAmt |
| Program Services | $3,002 | ProgramServicesAmt |
| Management And General | $18,215 | ManagementAndGeneralAmt |
| Fundraising | $2,401 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,217 | TotalAmt |
| Program Services | $36,672 | ProgramServicesAmt |
| Fundraising | $182,545 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,695 | TotalAmt |
| Program Services | $54,250 | ProgramServicesAmt |
| Management And General | $11,622 | ManagementAndGeneralAmt |
| Fundraising | $5,823 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,211 | TotalAmt |
| Program Services | $112,148 | ProgramServicesAmt |
| Management And General | $24,024 | ManagementAndGeneralAmt |
| Fundraising | $12,039 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,876 | TotalAmt |
| Program Services | $36,227 | ProgramServicesAmt |
| Management And General | $7,760 | ManagementAndGeneralAmt |
| Fundraising | $3,889 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,728 | TotalAmt |
| Program Services | $21,182 | ProgramServicesAmt |
| Management And General | $3,236 | ManagementAndGeneralAmt |
| Fundraising | $6,310 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,664 | TotalAmt |
| Program Services | $27,766 | ProgramServicesAmt |
| Management And General | $26,949 | ManagementAndGeneralAmt |
| Fundraising | $26,949 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,781 | TotalAmt |
| Program Services | $12,197 | ProgramServicesAmt |
| Management And General | $3,703 | ManagementAndGeneralAmt |
| Fundraising | $5,881 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| CHAPTER EXPENSES | $170,301 | $170,301 | |
| COSTS OF INSTITUTES AND | $21,284 | $21,284 | |
| RECRUITING EXPENSES | $19,290 | $19,290 | |
| BUSINESS AND LICENSE FE | $12,015 | $12,015 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,740 | TotalAmt |
| Program Services | $9,701 | ProgramServicesAmt |
| Management And General | $2,682 | ManagementAndGeneralAmt |
| Fundraising | $4,357 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,726,430 | TotalAmt |
| Program Services | $1,521,790 | ProgramServicesAmt |
| Management And General | $477,722 | ManagementAndGeneralAmt |
| Fundraising | $726,918 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,467,061 | BOYAmt |
| EOY | $1,320,904 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,134 | BOYAmt |
| EOY | $121,781 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,786 | BOYAmt |
| EOY | $113,034 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $559,866 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $379,240 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,408 | BOYAmt |
| EOY | $180,626 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,583,048 | BOYAmt |
| EOY | $1,583,048 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,720 | BOYAmt |
| EOY | $3,720 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,408,157 | BOYAmt |
| EOY | $3,323,113 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $274,734 | BOYAmt |
| EOY | $253,737 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $266,150 | BOYAmt |
| EOY | $482,177 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $540,884 | BOYAmt |
| EOY | $735,914 | 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 | $2,867,273 | BOYAmt |
| EOY | $2,587,199 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,867,273 | BOYAmt |
| EOY | $2,587,199 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,408,157 | BOYAmt |
| EOY | $3,323,113 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$280,074 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,883,457 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,903,073 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,330,357 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,912,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,386,405 | CurrentTaxYearAmt |
| Total | $11,416,250 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,883,457 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,903,073 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,330,357 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,912,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,386,405 | CurrentTaxYearAmt |
| Total | $11,416,250 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,292,078 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,124,172 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,189 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $758 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,114 | CurrentTaxYearAmt |
| Total | $8,081 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,424,331 | TotalSupportAmt |
| Public Support CY170 | 0.62360 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59200 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,276 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,223 | DepreciationAmt |
| Book Value | $5,053 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $552,590 | OtherCostOrOtherBasisAmt |
| Depreciation | $377,017 | DepreciationAmt |
| Book Value | $175,573 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $180,626 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,080,657 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $574,903 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $574,903 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,505,754 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$59,398 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$59,398 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,446,356 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,360,731 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $574,903 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $59,398 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $634,301 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,726,430 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,726,430 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION IS A TAXEXEMPT, NOTFORPROFIT CORPORATION UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) EXCEPT FOR UNRELATED BUSINESS INCOME. THE FOUNDATION HAD NO NET TAXABLE, UNRELATED BUSINESS INCOME FOR THE FISCAL YEARS ENDED JUNE 30, 2022 AND 2021, ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION HAS ADOPTED THE PROVISION OF FASB ASC NO. 740, INCOME TAXES, WHICH REQUIRES THAT A TAX PROVISION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FOUNDATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. THE FOUNDATION HAS NOT BEEN SUBJECT TO A U.S. FEDERAL INCOME TAX EXAMINATION SINCE ITS INCEPTION IN 2012. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSE: S&P 500 DIRECTORS' SUMMIT -59,398. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSE: S&P 500 DIRECTORS' SUMMIT 59,398. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | LOCAL CHAPTER MEETINGS, INSTITUTES AND CONFERENCES. | PROGRAM DEVELOPMENT, BOTH CONTENT AND SPEAKERS; EVENT MANAGEMENT AND EXECUTION. | $24,232 |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 0 | 0 | LOCAL CHAPTER MEETINGS, INSTITUTES AND CONFERENCES. | PROGRAM DEVELOPMENT, BOTH CONTENT AND SPEAKERS; EVENT MANAGEMENT AND EXECUTION. | $2,000 |
| SOUTH AMERICA | 0 | 0 | LOCAL CHAPTER MEETINGS, INSTITUTES AND CONFERENCES. | PROGRAM DEVELOPMENT, BOTH CONTENT AND SPEAKERS; EVENT MANAGEMENT AND EXECUTION. | $10,029 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $36,261 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $36,261 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIPPAN PARTNERS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 VAN RENSSELAER AVE | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONFERENCE PLANNING - PROFESSIONAL FUNDRAISING FEES | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $7,825 | GrossReceiptsAmt |
| Retained By Contractor | $0 | RetainedByContractorAmt |
| Net To Organization | $7,825 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $7,825 | TotalGrossReceiptsAmt |
| Total Net To Organization | $7,825 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | S&P 500 DIRECTORS' SUMMIT | Event1Nm |
| Gross Receipts Event1 | $72,223 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $31,288 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $40,935 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $56,605 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $2,793 | OtherDirectExpensesEvent1Amt |
| Event2 | KIRKLAND & ELLIS EVENT | Event2Nm |
| Gross Receipts Event2 | $5,000 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $5,000 | GrossRevenueEvent2Amt |
| Gross Receipts Total | $77,223 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $31,288 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $45,935 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $56,605 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,793 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $59,398 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$13,463 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN KEATING | PersonNm |
| Title | FORMER CEO (07/01/21-12/31/21) | TitleTxt |
| Base Compensation Filing Org | $428,654 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $30,065 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $458,719 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| KPMG LLP | |||
| DIRECTORS OF THE ORGANIZATION (SEE FOOTNOTE BELOW) | $668,459 | FOUNDATION RECEIPTS FROM KPMG LLP FOR IN-KIND GOODS ($13,459) AND FOR SPONSORSHIPS IN THE AMOUNT OF $655,000. | 0 |
| SUSAN KEATING | |||
| FORMER CEO (07/01/21-12/31/21) | $2,525 | REIMBURSEMENTS MADE IN THE ORDINARY COURSE OF BUSINESS | 0 |
| JENNIFER REYNOLDS | |||
| CURRENT CEO (HIRE DATE 02/07/22) | $36,649 | REIMBURSEMENTS MADE IN THE ORDINARY COURSE OF BUSINESS | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV, (B): | FormAndLineReferenceDesc |
| Explanation | KAREN MITCHELL CURRAN (CURRENT PARTNER AT KPMG LLP), LISA DANIELS (VICE CHAIR OF GROWTH AND STRATEGY AT KPMG LLP) , KALPANA RAMAKRISHNAN (CURRENT PARTNER AT KPMG LLP), AND JACKIE DAYLOR (CURRENT PARTNER AT KPMG LLP) ALL SERVED AS DIRECTORS FOR THE ORGANIZATION FOR THE FISCAL YEAR ENDED JUNE 30, 2022. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 PART I, LINE 15 | BEGINNING IN 2018, THE ORGANIZATION BEGAN USING JUSTWORKS EMPLOYMENT GROUP, LLC ("JUSTWORKS"), A PROFESSIONAL EMPLOYER ORGANIZATION ("PEO"). AS A PEO, JUSTWORKS PROVIDES PROFESSIONAL EMPLOYER SERVICES TO WOMEN CORPORATE DIRECTORS EDUCATION AND DEVELOPMENT FOUNDATION, INC. ("TAXPAYER"). IN THE PEO RELATIONSHIP, JUSTWORKS AND TAXPAYER SHARE CERTAIN RESPONSIBILITIES AND ALLOCATE OTHER EMPLOYER RESPONSIBILITIES BETWEEN EACH OTHER. TAXPAYER REMAINS AN EMPLOYER OF THE WORKSITE EMPLOYEES AND JUSTWORKS IS A CO-EMPLOYER OF TAXPAYER'S EMPLOYEES. JUSTWORKS RESERVES THE RIGHT OF DIRECTION AND CONTROL OVER EMPLOYEES AS IS NECESSARY TO FULFILL ITS OBLIGATIONS AND PROVIDE ITS SERVICES UNDER AN AGREEMENT BETWEEN TAXPAYER AND JUSTWORKS. JUSTWORKS AND TAXPAYER HAVE A RIGHT TO HIRE, DISCIPLINE, AND TERMINATE EMPLOYEES AS TO EACH ONE'S EMPLOYMENT RELATIONSHIP WITH EMPLOYEES. |
| FORM 990, PART VI, SECTION A, LINE 1A | SUSAN KEATING, THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER, SERVES AS A VOTING MEMBER OF THE GOVERNING BODY. SUSAN KEATING RESIGNED AS CHIEF EXECUTIVE OFFICER ON DECEMBER 31, 2021. JENNIFER REYNOLDS STARTED HER POSITION AS THE NEW CHIEF EXECUTIVE OFFICER IN FEBRUARY OF 2022. |
| FORM 990, PART VI, SECTION A, LINE 7A | KPMG HAS SUPPORTED THE ACTIVITIES OF THE ORGANIZATION FOR MANY YEARS AND HAS PARTNERS AND RETIRED PARTNERS WITH CONSIDERABLE EXPERTISE IN THE ACTIVITIES AND GOALS OF THE ORGANIZATION. ACCORDINGLY, KPMG HAS THE RIGHT TO APPOINT THE NUMBER OF THE DIRECTORS OF THE ORGANIZATION THAT REPRESENTS THE MAJORITY OF THE BOARD OF DIRECTORS. IN ADDITION, THE KPMG-APPOINTED DIRECTORS MAY COMPRISE A MAJORITY OF ANY NOMINATING COMMITTEE OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FOUNDATION REVIEWS A DRAFT OF THE FORM 990 WITH THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS OF THE FOUNDATION. A COPY OF THE FORM 990 (AS RECOMMENDED FOR FILING) IS PROVIDED TO THE DIRECTORS PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. EACH BOARD AND STAFF MEMBER SHALL EACH YEAR FILE WITH THE FOUNDATION DIRECTORS, A LIST OF ANY POSITION HE OR SHE HOLDS OR OF ANY BUSINESSES OR ACTIVITY WHICH MAY RESULT IN A POSSIBLE CONFLICT OF INTEREST. CHANGES MADE DURING THE YEAR ARE REPORTED IN A TIMELY MANNER. ANY PARTY HAVING AN INTEREST IN A CONTRACT OR TRANSACTION PRESENTED TO THE BOARD FOR APPROVAL SHALL GIVE PROMPT AND FULL DISCLOSURE OF THE FACTS PRIOR TO ACTING ON SUCH CONTRACT OR TRANSACTION. MEETING MINUTES WILL REFLECT ANY DISCLOSURES OF POTENTIAL CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO COMPENSATION IS BASED ON TERMS OF HER CURRENT EMPLOYMENT CONTRACT. THE SERVICES OF A COMPENSATION CONSULTING FIRM HAS BEEN UTILIZED BY THE BOARD REGARDING CEO COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS 990 AVAILABLE TO THE PUBLIC ON ITS WEBSITE. |
| FORM 990 PART VII, SECTION A, LINE 1: | COMPENSATION REVIEW PROCESS: THE FOUNDATION HAS A COMPENSATION TEAM THAT REVIEWS AND APPROVES THE COMPENSATION OF THE CEO, THIS TEAM IS COMPRISED OF THE LEAD DIRECTOR AND ONE OTHER BOARD DIRECTOR. THE REVIEW AND APPROVAL OF THE COMPENSATION OF THE CEO TAKES PLACE ON AN ANNUAL BASIS USING COMPARABILITY DATA SUCH AS INDUSTRY SURVEYS, DOCUMENTED COMPENSATION OF PERSONS HOLDING SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS, AND/OR INDEPENDENT COMPENSATION STUDIES. |
| FORM 990, PART XII, LINE 2C | AUDIT COMMITTEE RECEIVES A DRAFT OF THE AUDITED FINANCIAL STATEMENTS FOR ITS REVIEW AND COMMENT. WITH THE AUDIT COMMITTEE'S RECOMMENDATION, THE FOUNDATION'S BOARD OF DIRECTORS REVIEWS AND ACCEPTS THE AUDITED FINANCIAL STATEMENTS UPON COMPLETION. |