CROATAN INSTITUTE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CROATAN INSTITUTE (EIN 46-3673347)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-07-17
- IRS object ID
- 202331989349301908
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-17T12:38:51-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SE McMASTER & ASSOCIATES PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1825 K STREET NW STE 705 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463673347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Croatan Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE INSTITUTE | InCareOfNm |
| Business Name Control | CROA | BusinessNameControlTxt |
| Phone | 9197947440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2044 | AddressLine1Txt |
| City | Durham | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27702 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joshua Humphreys | PersonNm |
| Person Title | President/Chair | PersonTitleTxt |
| Phone | 9197947440 | PhoneNum |
| Signature | 2023-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Joshua | PersonFirstNm |
| Person Last | Humphreys | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | S E McMaster CPA | PreparerPersonNm |
| PTIN | P00310424 | PTIN |
| Phone | 2022235001 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Joshua Humphreys | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2044 | AddressLine1Txt |
| City | Durham | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,384,434 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://croataninstitute.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | CROATAN INSTITUTE'S MISSION IS TO BUILD SOCIAL EQUITY AND ECOLOGICAL RESILIENCE BY LEVERAGING FINANCE TO CREATE PATHWAYS TO A JUST ECONOMY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $556,219 | PYContributionsGrantsAmt |
| CY Contributions Grants | $868,166 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $259,454 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $513,729 | CYProgramServiceRevenueAmt |
| PY Investment Income | $556 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,539 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,703 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $818,932 | PYTotalRevenueAmt |
| CY Total Revenue | $1,384,434 | 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 | $542,037 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,006,710 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $25,740 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $232,257 | PYOtherExpensesAmt |
| CY Other Expenses | $481,902 | CYOtherExpensesAmt |
| PY Total Expenses | $774,294 | PYTotalExpensesAmt |
| CY Total Expenses | $1,488,612 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $44,638 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$104,178 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $638,090 | TotalAssetsBOYAmt |
| Total Assets EOY | $831,046 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $320,974 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $618,312 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $317,116 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $212,734 | NetAssetsOrFundBalancesEOYAmt |
| Mission | CROATAN INSTITUTE IS AN INDEPENDENT, NONPROFIT RESEARCH AND ACTION INSTITUTE WHOSE MISSION IS TO BUILD SOCIAL EQUITY AND ECOLOGICAL RESILIENCE BY LEVERAGING FINANCE TO CREATE PATHWAYS TO A JUST ECONOMY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $383,279 | ExpenseAmt |
| Revenue | $166,906 | RevenueAmt |
| Desc | ECOLOGICAL RESILIENCE - Completed a major USDA Conservation Innovation Grant (CIG) on Soil Wealth Areas, published a study on investing in regenerative agriculture infrastructure across value chains, commenced a new USDA CIG on developing a Smart Food Chain that expands markets for regenerative agriculture by capturing the nutritional and ecosystem benefits of those practices, and contributed to collaborative initiatives including developing an agroforestry financing guidebook, working on Grassland 2.0, a multi-year initiative to transition the Midwest to more grassland-based agricultural systems. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $153,311 | ExpenseAmt |
| Revenue | $66,920 | RevenueAmt |
| Desc | Social Equity - Launched a new program of our Racial Equity, Economics, Finance, and Sustainability (REEFS) initiative, BLAISE - BIPOC Leaders Advancing an Inclusive and Sustainable Economy - which is helping build a pipeline of young professionals working in social impact and finance. Launched the RE-Allocate campaign to encourage investors to commit to investing in racial equity through our Total Portfolio Activation approach of investing for impact across asset classes, and expanded the BIPOC Financial Health Investment Project - a financial literacy, business planning, and technical assistance program for BIPOC farmers in the Southeast. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $642,728 | ExpenseAmt |
| Revenue | $279,903 | RevenueAmt |
| Desc | Transformative Finance - WORKED ON A MAJOR REPORT ON SUSTAINABLE INVESTING TRENDS IN THE US. CATALYZED BLENDED FINANCE TRANSACTIONS TO HELP SECURE LAND AND FINANCING FOR UNDERSERVED FARMERS IN NORTH CAROLINA, INCLUDING A CONSERVATION ACQUISITION OF HEIRS PROPERTY IN EASTERN NC. THESE TRANSACTIONS SERVED AS BASIS FOR CONCEPTUAL DEVELOPMENT OF THE SOIL WEALTH OPPORTUNITY POOL, A SUITE OF DE-RISKING MECHANISMS DESIGNED TO FACILITATE STREAMLINED CONSTRUCTION OF BLENDED CAPITAL STACKS TO MAKE ACCESSING CAPITAL EASIER FOR REGENERATIVE AGRICULTURE VALUE CHAIN PARTICIPANTS. PRODUCED ONLINE CROATAN CONVERSATIONS WITH LEADERS AT THE FRONTLINES OF FINANCE, SOCIAL CHANGE, AND ECOLOGICAL RESILIENCE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,179,318 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE INSTITUTE | PersonNm |
| Phone | 9197947440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2044 | AddressLine1Txt |
| City | Durham | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27702 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|---|
| DAVID LEZAKS | ||||||||
| SENIOR FELLOW | 40.0 | 0.0 | Yes (X) | $116,500 | $0 | $2,330 | ||
| CHRISTI ELECTRIS | ||||||||
| SECRETARY, FELLOW | 40.0 | 0.0 | $101,094 | $0 | $2,022 | Yes (X) | Yes (X) | |
| JOSHUA HUMPHREYS | ||||||||
| PRESIDENT/CHAIR, SENIOR FELLOW | 40.0 | 0.0 | $95,867 | $0 | $5,925 | Yes (X) | Yes (X) | |
| SHARLENE BROWN | ||||||||
| TREASURER, SENIOR FELLOW | 30.0 | 0.0 | $76,667 | $0 | $4,819 | Yes (X) | Yes (X) | |
| GERARDO ESPINOZA | ||||||||
| DIRECTOR | 0.3 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| ABRAHAM JONES | ||||||||
| VICE PRESIDENT | 0.3 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| DAVID SAND | ||||||||
| DIRECTOR | 0.3 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $390,128 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $15,096 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $73 | FederatedCampaignsAmt |
| Government Grants | $468,695 | GovernmentGrantsAmt |
| All Other Contributions | $399,398 | AllOtherContributionsAmt |
| Total Contributions | $868,166 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| CONSULTING | $484,429 | $484,429 |
| HONORARIA/SPEAKING FEES | $1,050 | $1,050 |
| FISCAL AGENT FEES | $28,250 | $28,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $513,729 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,539 | TotalRevenueColumnAmt |
| Exclusion | $2,539 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,384,434 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $513,729 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,539 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,628 | TotalAmt |
| Program Services | $203,710 | ProgramServicesAmt |
| Management And General | $65,964 | ManagementAndGeneralAmt |
| Fundraising | $3,954 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $648,063 | TotalAmt |
| Program Services | $482,469 | ProgramServicesAmt |
| Management And General | $156,228 | ManagementAndGeneralAmt |
| Fundraising | $9,366 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,688 | TotalAmt |
| Program Services | $10,935 | ProgramServicesAmt |
| Management And General | $3,541 | ManagementAndGeneralAmt |
| Fundraising | $212 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,013 | TotalAmt |
| Program Services | $11,922 | ProgramServicesAmt |
| Management And General | $3,860 | ManagementAndGeneralAmt |
| Fundraising | $231 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,318 | TotalAmt |
| Program Services | $40,438 | ProgramServicesAmt |
| Management And General | $13,095 | ManagementAndGeneralAmt |
| Fundraising | $785 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,972 | TotalAmt |
| Management And General | $12,972 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $351,281 | TotalAmt |
| Program Services | $341,281 | ProgramServicesAmt |
| Fundraising | $10,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,651 | TotalAmt |
| Program Services | $20,651 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,131 | TotalAmt |
| Program Services | $6,797 | ProgramServicesAmt |
| Management And General | $2,201 | ManagementAndGeneralAmt |
| Fundraising | $133 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,775 | TotalAmt |
| Program Services | $8,022 | ProgramServicesAmt |
| Management And General | $2,597 | ManagementAndGeneralAmt |
| Fundraising | $156 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,975 | TotalAmt |
| Program Services | $8,171 | ProgramServicesAmt |
| Management And General | $2,646 | ManagementAndGeneralAmt |
| Fundraising | $158 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,027 | TotalAmt |
| Program Services | $30,544 | ProgramServicesAmt |
| Management And General | $9,890 | ManagementAndGeneralAmt |
| Fundraising | $593 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,400 | TotalAmt |
| Program Services | $2,938 | ProgramServicesAmt |
| Management And General | $436 | ManagementAndGeneralAmt |
| Fundraising | $26 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,027 | TotalAmt |
| Management And General | $8,027 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400 | TotalAmt |
| Program Services | $298 | ProgramServicesAmt |
| Management And General | $96 | ManagementAndGeneralAmt |
| Fundraising | $6 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | $1,413 | $1,052 | $341 | $20 |
| BANK FEES | $559 | $416 | $135 | $8 |
| STAFF DEVELOPMENT | $6,327 | $4,710 | $1,525 | $92 |
| STIPENDS AND HONORARIA | $4,964 | $4,964 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,488,612 | TotalAmt |
| Program Services | $1,179,318 | ProgramServicesAmt |
| Management And General | $283,554 | ManagementAndGeneralAmt |
| Fundraising | $25,740 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,957 | BOYAmt |
| EOY | $19,953 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,089 | BOYAmt |
| EOY | $234,105 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,872 | BOYAmt |
| EOY | $385,565 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,587 | BOYAmt |
| EOY | $131,783 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,756 | BOYAmt |
| EOY | $1,854 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,287 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,287 | LandBldgEquipAccumDeprecAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $39,826 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,979 | BOYAmt |
| EOY | $17,110 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $850 | BOYAmt |
| EOY | $850 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $638,090 | BOYAmt |
| EOY | $831,046 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,595 | BOYAmt |
| EOY | $103,604 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,679 | BOYAmt |
| EOY | $8,069 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $177,368 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,700 | BOYAmt |
| EOY | $120,700 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $208,571 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,974 | BOYAmt |
| EOY | $618,312 | 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 | $60,491 | BOYAmt |
| EOY | -$16,687 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,625 | BOYAmt |
| EOY | $229,421 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,116 | BOYAmt |
| EOY | $212,734 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $638,090 | BOYAmt |
| EOY | $831,046 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$104,178 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$204 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
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 | $75,648 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $194,866 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $490,284 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $600,469 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $868,166 | CurrentTaxYearAmt |
| Total | $2,229,433 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $175,060 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $120,836 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $339,792 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $215,204 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $513,817 | CurrentTaxYearAmt |
| Total | $1,364,709 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $250,708 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $315,702 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $830,076 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $815,673 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,381,983 | CurrentTaxYearAmt |
| Total | $3,594,142 | 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 | $5,950 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,988 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,497 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $98,378 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $137,846 | CurrentTaxYearAmt |
| Total | $254,659 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,950 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,988 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,497 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $98,378 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $137,846 | CurrentTaxYearAmt |
| Total | $254,659 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $3,339,483 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $542 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $580 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $556 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,451 | CurrentTaxYearAmt |
| Total | $4,160 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $542 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $580 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $556 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,451 | CurrentTaxYearAmt |
| Total | $4,160 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $3,191 | CurrentTaxYearMinus2YearsAmt |
| Total | $3,191 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $250,739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $316,244 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $833,847 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $816,229 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,384,434 | CurrentTaxYearAmt |
| Total | $3,601,493 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92725 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93856 | PublicSupportPY509Pct |
| Investment Income CY | 0.00115 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00088 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,287 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,287 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FISCAL AGENT LIABILITY | Desc |
| Amt | $208,571 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $208,571 | TotalLiabilityAmt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| JOSHUA HUMPHREYS | |||||||
| PRESIDENT/CHAIR | WORKING CAPITAL | Yes (X) | $125,000 | $119,221 | false | Yes (true) | Yes (true) |
| CHRISTI ELECTRIS | |||||||
| SECRETARY | WORKING CAPITAL | Yes (X) | $65,000 | $58,147 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $177,368 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| CONFLICT OF INTEREST POLICY | The Organization's Conflicts of Interest policy is incorporated into the bylaws of Croatan Institute, as Article VII, where procedures for monitoring, review and compliance with the policy are specified. First, the policy is distributed annually to all Directors and Officers of Croatan Institute, each of whom certifies annually that the person has received a copy of the policy, has read and understands the policy, agrees to comply with the policy, understands that the policy applies to all Committees and Subcommittees acting with the authority of the Board of Directors, and understands that Croatan Institute is a charitable organization and that in order to maintain its tax-exempt status, it must continuously engage primarily in activities that accomplish one or more of its tax exempt purposes. This signed statement by Officers and Directors is recorded in the minutes of the Board of Directors. All interested persons among Officers and Directors of Croatan Institute are caused to disclose the existence of any financial interest. Any such interested persons are given the opportunity to disclose all material facts to the Board of Directors, or members of any committee considering the proposed transaction or arrangement. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, the interested person shall leave the Board or Committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining Board or Committee members shall decide if a conflict of interest exists. |
| 990 REVIEW | The process that Croatan Institute uses to review the Form 990 is as follows: the President, serving in his capacity as Chief Executive Officer of the Institute, reviews the Form 990 and presents it to the Board of Directors for the Board's formal review and comments. The Board then votes on whether to adopt the Form 990 as presented or with modifications. Any modifications are made to the final Form 990, which is then shared with all members of the Board prior to its filing. The outcomes of the process of review are reflected in the minutes of Croatan Institute's Board of Directors. |
| EXECUTIVE COMPENSATION | The process for determining compensation of the organization's CEO, Executive Director, or top management official includes a review and approval of a compensation proposal that includes independent persons, comparability data and contemporaneous substantiation of the deliberation and decision. The board, with that individual recusing themselves if they are on the board as required by the Institute's Conflicts of Interest Policy, votes on the annual compensation plan at the Annual Board meeting. The contemporaneous substantiation of the Board's deliberation and decision is effected through recording the outcomes of the vote, the terms of the approved packages, including the compensation analysis, in the minutes of the Board of Directors. |
| PUBLIC DISCLOSURE | Croatan Institute makes available its governing documents, Conflict of Interest Policy, and IRS Forms 990 (including the financial statements incorporated therein) to the public upon request for the period of disclosure as set forth in Section 6104(D). |
| BOARD COMMITTEES | CURRENTLY, THE GOVERNING BODY DOES NOT HAVE SEPARATE COMMITTEES. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PROGRAM CONSULTANTS TOTAL FEES:341281 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:DEVELOPMENT CONSULTANTS TOTAL FEES:10000 |