COQUAL INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- COQUAL INC (EIN 13-3730312)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313199349307751
- Schema version
- 2020v4.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T10:25:19-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131655065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND CARR CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 551 FIFTH AVENUE SUITE 400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133730312 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COQUAL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CENT | BusinessNameControlTxt |
| Phone | 2123152333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 ROCKEFELLER PLAZA NO 22 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK STEPHANZ | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2123152333 | PhoneNum |
| Signature | 2021-12-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | STEPHANZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER COATES | PreparerPersonNm |
| PTIN | P02247728 | PTIN |
| Phone | 2126972299 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | LANAYA IRVIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 ROCKEFELLER PLAZA NO 22 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,031,304 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COQUAL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | THROUGH INSIGHTFUL RESEARCH AND POWERFUL CONVENINGS, WE INSPIRE AND EQUIP LEADERS TO DESIGN DIVERSE, INCLUSIVE, AND EQUITABLE WORKPLACES WHERE EVERY PERSON BELONGS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 25 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $455,622 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $379,276 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,975,349 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,261,870 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,240,442 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $417,275 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,182 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,706 | CYInvestmentIncomeAmt |
| PY Other Revenue | $136,113 | PYOtherRevenueAmt |
| CY Other Revenue | $348,453 | CYOtherRevenueAmt |
| PY Total Revenue | $4,353,086 | PYTotalRevenueAmt |
| CY Total Revenue | $4,031,304 | 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 | $2,539,672 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,368,796 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $239,151 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,496,926 | PYOtherExpensesAmt |
| CY Other Expenses | $1,270,796 | CYOtherExpensesAmt |
| PY Total Expenses | $4,036,598 | PYTotalExpensesAmt |
| CY Total Expenses | $3,639,592 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $316,488 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $391,712 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,407,084 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,902,936 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $247,345 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $351,588 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,159,739 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,551,348 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THROUGH INSIGHTFUL RESEARCH AND POWERFUL CONVENINGS, WE INSPIRE AND EQUIP LEADERS TO DESIGN DIVERSE, INCLUSIVE, AND EQUITABLE WORKPLACES WHERE EVERY PERSON BELONGS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,520,850 | ExpenseAmt |
| Revenue | $736,588 | RevenueAmt |
| Desc | THE FLAGSHIP PROJECT OF COQUAL INC IS THE TASK FORCE FOR TALENT INNOVATION. THE MISSION OF THE TASK FORCE IS TO RESPOND TO THE CHALLENGES POSED BY THE RESEARCH AND CREATE ACTION AND IMPACT. TO DATE, THE TASK FORCE HAS SPEARHEADED MORE THAN 200-PLUS NEW BEST PRACTICES THAT GO BEYOND ACCESS AND OPPORTUNITY TO RETENTION AND ACCELERATION. THIS ACTION ON THE GROUND HAS GARNERED SIGNIFICANT ATTENTION, POSITIONING TASK FORCE MEMBERS AS "THOUGHT LEADERS" IN GLOBAL TALENT MANAGEMENT. THE TASK FORCE IS COMPRISED OF MORE THAN 80 GLOBAL CORPORATIONS AND ORGANIZATIONS REPRESENTING NEARLY 6 MILLION EMPLOYEES IN 192 COUNTRIES. COQUAL INC ALSO IMPLEMENTS RESEARCH FOR MEMBERS. RESEARCH IMPLEMENTATION INCLUDES TAKING FINDINGS FROM OUR CUTTING EDGE RESEARCH AND FINDING WAYS TO INCREASE DIVERSITY AND INCLUSION IN WORK PLACES. | Desc |
| Total Program Service Expenses | $2,520,850 | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 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 | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 50 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 25 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOAN HANG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123152333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 142 W 57TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| PATRICIA FILI-KRUSHEL | ||||||||
| CHAIRMAN & FORMER CEO | 40.00 | Yes (X) | Yes (X) | $136,564 | $0 | $4,055 | ||
| LANAYA IRVIN | ||||||||
| CEO (AS OF FEB. 2021) | 40.00 | Yes (X) | Yes (X) | $247,444 | $0 | $1,333 | ||
| CAROLYN BUCK LUCE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZA BYARD | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSE CISNEROS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KENT A GARDINER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KERRIE PERAINO | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID G RICHARDSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK E STEPHANZ | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MELINDA B WOLFE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON ZAHORCHAK | ||||||||
| SVP/TREASURER | 40.00 | Yes (X) | $201,142 | $0 | $11,027 | |||
| MARGARET SHILLER | ||||||||
| SECRETARY/CHIEF OF STAFF | 40.00 | Yes (X) | $169,307 | $0 | $16,507 | |||
| JULIA TAYLOR KENNEDY | ||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | $237,151 | $0 | $12,543 | Yes (X) | |||
| POOJA JAIN-LINK | ||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | $210,465 | $0 | $31,929 | Yes (X) | |||
| SANDRA RICE | ||||||||
| SVP, OUTREACH AND STRATEGIC PARTNERSHIPS | 40.00 | $154,319 | $0 | $20,094 | Yes (X) | |||
| LAURA SCHENONE | ||||||||
| VP, DIRECTOR OF COMMUNICATIONS | 40.00 | $130,527 | $0 | $26,559 | Yes (X) | |||
| JUNYOON YU | ||||||||
| VP, ADVISORY | 40.00 | $139,629 | $0 | $12,128 | Yes (X) | |||
| COLIN ELLIOTT | ||||||||
| VP, ADVISORY | 40.00 | $124,468 | $0 | $13,655 | Yes (X) | |||
| CRISTINA FRANCISCO | ||||||||
| VP, ADVISORY | 40.00 | $124,158 | $0 | $6,931 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,875,174 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $156,761 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | 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 |
|---|---|---|---|---|---|
| PENTAGRAM DESIGN INC | |||||
| 250 PARK AVE SOUTH | NEW YORK | NY | 10003 | REBRAND AND WEBSITE DESIGN | $175,050 |
| NORC | |||||
| 55 EAST MONROE STREET | CHICAGO | IL | 60603 | SURVEY RESEARCH | $146,000 |
| JYOTI AGARWAL | |||||
| 750 COLUMBUS AVE APT 9T | NEW YORK | NY | 10025 | PROJECT MANAGEMENT | $135,654 |
| WEBER SHANDWICK | |||||
| 909 THIRD AVE | NEW YORK | NY | 10022 | PUBLIC RELATIONS | $100,206 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $431,870 | GovernmentGrantsAmt |
| All Other Contributions | $2,830,000 | AllOtherContributionsAmt |
| Total Contributions | $3,261,870 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| SPEAKING FEES | 900099 | $265,800 | $265,800 | |
| OTHER RESEARCH INCOME | 900099 | $85,000 | $85,000 | |
| RESEARCH IMPLEMENTATIO | 900099 | $66,475 | $66,475 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $417,275 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,706 | TotalRevenueColumnAmt |
| Exclusion | $3,706 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $304,147 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $304,147 | UnrelatedBusinessRevenueAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,306 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,166 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $29,140 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $44,306 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,031,304 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $280,966 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $455,622 | UnrelatedBusinessRevenueAmt |
| Exclusion | $32,846 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,279,466 | TotalAmt |
| Program Services | $951,977 | ProgramServicesAmt |
| Management And General | $238,880 | ManagementAndGeneralAmt |
| Fundraising | $88,609 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $766,680 | TotalAmt |
| Program Services | $575,295 | ProgramServicesAmt |
| Management And General | $108,390 | ManagementAndGeneralAmt |
| Fundraising | $82,995 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,862 | TotalAmt |
| Program Services | $39,593 | ProgramServicesAmt |
| Management And General | $11,085 | ManagementAndGeneralAmt |
| Fundraising | $7,184 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,972 | TotalAmt |
| Program Services | $86,754 | ProgramServicesAmt |
| Management And General | $19,745 | ManagementAndGeneralAmt |
| Fundraising | $10,473 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,816 | TotalAmt |
| Program Services | $110,056 | ProgramServicesAmt |
| Management And General | $25,164 | ManagementAndGeneralAmt |
| Fundraising | $12,596 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,884 | TotalAmt |
| Management And General | $3,884 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,084 | TotalAmt |
| Management And General | $35,084 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511,669 | TotalAmt |
| Program Services | $143,807 | ProgramServicesAmt |
| Management And General | $365,718 | ManagementAndGeneralAmt |
| Fundraising | $2,144 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,330 | TotalAmt |
| Program Services | $104,330 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,967 | TotalAmt |
| Program Services | $28,465 | ProgramServicesAmt |
| Management And General | $6,998 | ManagementAndGeneralAmt |
| Fundraising | $3,504 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,666 | TotalAmt |
| Program Services | $136,360 | ProgramServicesAmt |
| Management And General | $33,525 | ManagementAndGeneralAmt |
| Fundraising | $16,781 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,777 | TotalAmt |
| Program Services | $17,777 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,937 | TotalAmt |
| Program Services | $22,599 | ProgramServicesAmt |
| Management And General | $5,557 | ManagementAndGeneralAmt |
| Fundraising | $2,781 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,798 | TotalAmt |
| Program Services | $7,888 | ProgramServicesAmt |
| Management And General | $1,939 | ManagementAndGeneralAmt |
| Fundraising | $971 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RESEARCH AND WRITING | $175,729 | $175,729 | ||
| REPAIRS AND MAINTENANCE | $89,759 | $65,569 | $16,121 | $8,069 |
| SPEAKING FEES | $52,500 | $52,500 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,696 | TotalAmt |
| Program Services | $2,151 | ProgramServicesAmt |
| Management And General | $7,501 | ManagementAndGeneralAmt |
| Fundraising | $3,044 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,639,592 | TotalAmt |
| Program Services | $2,520,850 | ProgramServicesAmt |
| Management And General | $879,591 | ManagementAndGeneralAmt |
| Fundraising | $239,151 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $470,232 | BOYAmt |
| EOY | $463,962 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $660,701 | BOYAmt |
| EOY | $291,840 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,000 | BOYAmt |
| EOY | $495,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $424,741 | BOYAmt |
| EOY | $192,720 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,144 | BOYAmt |
| EOY | $193,685 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,403 | BOYAmt |
| EOY | $147,260 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $217,757 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $80,852 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,682 | BOYAmt |
| EOY | $136,905 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,535 | BOYAmt |
| EOY | $1,432 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,646 | BOYAmt |
| EOY | $980,132 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,407,084 | BOYAmt |
| EOY | $2,902,936 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,818 | BOYAmt |
| EOY | $197,364 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,375 | BOYAmt |
| EOY | $59,750 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,152 | BOYAmt |
| EOY | $94,474 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,345 | BOYAmt |
| EOY | $351,588 | 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 | $1,506,996 | BOYAmt |
| EOY | $1,631,859 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $652,743 | BOYAmt |
| EOY | $919,489 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,159,739 | BOYAmt |
| EOY | $2,551,348 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,407,084 | BOYAmt |
| EOY | $2,902,936 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $391,712 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$103 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $3,866,326 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,236,750 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,188,195 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,975,349 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,261,870 | CurrentTaxYearAmt |
| Total | $16,528,490 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,866,326 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,236,750 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,188,195 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,975,349 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,261,870 | CurrentTaxYearAmt |
| Total | $16,528,490 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,626,482 | SubstantialContributorsTotAmt |
| Public Support Total170 | $14,902,008 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,929 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,306 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,770 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $83,282 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $307,853 | CurrentTaxYearAmt |
| Total | $507,140 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $75,129 | CurrentTaxYearAmt |
| Total | $75,129 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $21,038 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,013 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,306 | CurrentTaxYearAmt |
| Total | $119,357 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $17,230,116 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,153,135 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.86490 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77060 | 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 | $97,687 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,821 | DepreciationAmt |
| Book Value | $48,866 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $120,070 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,031 | DepreciationAmt |
| Book Value | $88,039 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $136,905 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSIT | $75,600 |
| DUE FROM COQUAL ADVISORY LLC | $904,532 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $980,132 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| Amt | $94,474 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $94,474 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LANAYA IRVIN | ||||||||||||||
| CEO (AS OF FEB. 2021) | $215,584 | $0 | $31,860 | $0 | $0 | $0 | $0 | $0 | $1,333 | $0 | $248,777 | $0 | $0 | $0 |
| JASON ZAHORCHAK | ||||||||||||||
| SVP/TREASURER | $184,492 | $0 | $16,650 | $0 | $0 | $0 | $9,250 | $0 | $1,777 | $0 | $212,169 | $0 | $0 | $0 |
| MARGARET SHILLER | ||||||||||||||
| SECRETARY/CHIEF OF STAFF | $154,907 | $0 | $14,400 | $0 | $0 | $0 | $8,000 | $0 | $8,507 | $0 | $185,814 | $0 | $0 | $0 |
| JULIA TAYLOR KENNEDY | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $193,476 | $0 | $43,675 | $0 | $0 | $0 | $9,750 | $0 | $2,793 | $0 | $249,694 | $0 | $0 | $0 |
| POOJA JAIN-LINK | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $178,290 | $0 | $32,175 | $0 | $0 | $0 | $9,750 | $0 | $22,179 | $0 | $242,394 | $0 | $0 | $0 |
| SANDRA RICE | ||||||||||||||
| SVP, OUTREACH AND STRATEGIC PARTNERS | $140,819 | $0 | $13,500 | $0 | $0 | $0 | $7,500 | $0 | $12,594 | $0 | $174,413 | $0 | $0 | $0 |
| LAURA SCHENONE | ||||||||||||||
| VP, DIRECTOR OF COMMUNICATIONS | $118,476 | $0 | $12,051 | $0 | $0 | $0 | $6,695 | $0 | $19,864 | $0 | $157,086 | $0 | $0 | $0 |
| JUNYOON YU | ||||||||||||||
| VP, ADVISORY | $117,556 | $0 | $22,073 | $0 | $0 | $0 | $6,013 | $0 | $6,115 | $0 | $151,757 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1B | FormAndLineReferenceDesc |
| Explanation | PER THE ORGANIZATION'S WRITTEN POLICY ON ACCEPTED CLASSES OF TRAVEL, STAFF TRAVELED IN ECONOMY CLASS UNLESS ANOTHER COMPANY WAS REIMBURSING COSTS AND ALLOWED FOR ANOTHER CLASS OF TRAVEL, OR FOR THE OCCASIONAL LONG-DISTANCE OR OVERNIGHT TRAVEL THAT MET THE ORGANIZATION'S POLICY REQUIREMENTS, IN WHICH CASE PREMIUM ECONOMY OR BUSINESS CLASS (INTERNATIONAL TRIPS) OR EXTRA LEGROOM ECONOMY OR UPPER CLASS (DOMESTIC TRIPS) WERE PERMITTED, WITH CLASS FOR EACH LEG OF THE JOURNEY MANDATED TO PASS POLICY REQUIREMENTS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYLVIA HEWLETT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | FORMER CEO OF THE ORGANIZATION | RelationshipWithOrgTxt |
| Loan Purpose | LOAN TO DISQUALIFIED PERSON | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $461,000 | OriginalPrincipalAmt |
| Balance Due | $193,685 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $193,685 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 IS REVIEWED BY THE FULL BOARD AND TREASURER PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH MEMBER OF THE BOARD MUST ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN THE DISCLOSURE STATEMENT. THIS IS DONE IMMEDIATELY FOLLOWING THE ANNUAL MEETING, OR FOR NEW BOARD MEMBERS, DURING THEIR ORIENTATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION ENGAGES EXTERNAL CONSULTANTS EVERY 3-5 YEARS TO CONDUCT A COMPENSATION BENCHMARK STUDY FOR THE CEO, LEADERSHIP TEAM, AND OTHER KEY ROLES. FOR COMPARATIVE DATA, THE CONSULTANTS USED ORGANIZATIONS OF COMPARABLE MISSION AND SIZE AND CONTROLLED FOR FACTORS SUCH AS GEOGRAPHY, AND USED BOTH PUBLICLY AVAILABLE AS WELL AS PROPRIETARY DATA. THE BOARD OF DIRECTORS REVIEWED THE RESULTS OF THE BENCHMARKING. |
| FORM 990, PART VI, SECTION C, LINE 19 | COQUAL INC, WILL MAKE THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AS WELL AS THEIR FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE UPON REQUEST IN ADDITION TO ITS BEING POSTED ON GUIDESTAR.ORG. |
| FORM 990, PART IX, LINE 11G | REBRANDING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 178,367. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 178,367. CULTURE AUDIT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 72,567. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,567. SUMMIT FEES: PROGRAM SERVICE EXPENSES 67,572. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,572. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 76,235. MANAGEMENT AND GENERAL EXPENSES 114,784. FUNDRAISING EXPENSES 2,144. TOTAL EXPENSES 193,163. |
| AMENDED RETURN FORM 990, PAGE 1, SECTION B | THE ORGANIZATION HAS FILED AN AMENDED RETURN TO MOVE SPECIFIED PAYMENTS FROM A CONTROLLED ORGANIZATION TO UNRELATED BUSINESS REVENUE FROM REVENUE EXCLUDED FROM TAX UNDER SECTIONS 512 - 514. THE AMENDED RETURN CONTAINS CHANGES TO PARTS I, PART III, AND PART VIII. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COQUAL ADVISORY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 142 W 57TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133730312 | EIN |
| Primary Activities | RESEARCH IMPLEMENTATION | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COQUAL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $1,621,844 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $722,132 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| COQUAL ADVISORY LLC | ||
| A | $304,147 | FAIR MARKET VALUE |
| COQUAL ADVISORY LLC | ||
| N | $420,273 | FAIR MARKET VALUE |
| COQUAL ADVISORY LLC | ||
| O | $1,037,102 | FAIR MARKET VALUE |
| COQUAL ADVISORY LLC | ||
| M | $1,608,365 | FAIR MARKET VALUE |