NATIONAL RIGHT TO WORK LEGAL DEFENSE & EDUCATION FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL RIGHT TO WORK LEGAL DEFENSE & EDUCATION FOUNDATION INC (EIN 59-1588825)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-18
- IRS object ID
- 202512309349300131
- Schema version
- 2024v5.2
- 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 | 2025-08-18T12:30:42-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260794367 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS MID-ATLANTIC INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 WESTPARK DR SUITE T420 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591588825 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL RIGHT TO WORK LEGAL | BusinessNameLine1Txt |
| Business Name Line2 | DEFENSE AND EDUCATION FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 7033218510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8001 BRADDOCK RD 600 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22160 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK A MIX | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7033218510 | PhoneNum |
| Signature | 2025-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY G THOMAS | PreparerPersonNm |
| PTIN | P01304362 | PTIN |
| Phone | 7038932660 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALSO KNOWN AS NATIONAL RIGHT TO WORK LEGAL DEFENSE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK A MIX | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8001 BRADDOCK RD 600 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22160 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,586,000 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NRTW.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | LEGAL AID DEFENDING WORKERS FROM ABUSES OF COMPULSORY UNIONISM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 44 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,536,769 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,553,436 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $31,050 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $987,196 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,270,383 | CYInvestmentIncomeAmt |
| PY Other Revenue | $78,508 | PYOtherRevenueAmt |
| CY Other Revenue | $78,508 | CYOtherRevenueAmt |
| PY Total Revenue | $5,633,523 | PYTotalRevenueAmt |
| CY Total Revenue | $8,905,327 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $32,750 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,600,220 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,691,408 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $564,524 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,461,542 | PYOtherExpensesAmt |
| CY Other Expenses | $1,771,378 | CYOtherExpensesAmt |
| PY Total Expenses | $7,073,262 | PYTotalExpensesAmt |
| CY Total Expenses | $7,495,536 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,439,739 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,409,791 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $40,601,123 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,732,100 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,800,541 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,201,941 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,800,582 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $41,530,159 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION IS A NONPROFIT, TAX-EXEMPT, CHARITABLE ORGANIZATION PROVIDING FREE LEGAL AID TO EMPLOYEES WHOSE HUMAN OR CIVIL RIGHTS HAVE BEEN VIOLATED BY ABUSES OF COMPULSORY UNIONISM. THE FOUNDATION SUPPORTS LITIGATION TO ENFORCE AND EXPAND EMPLOYEES' LEGAL RIGHTS AND PROTECTIONS AGAINST FORCED UNIONISM, AND CONDUCTS A PROGRAM TO EDUCATE AND INFORM THE PUBLIC ABOUT SUCH ISSUES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,387,771 | ExpenseAmt |
| Revenue | $3,000 | RevenueAmt |
| Desc | THE FOUNDATION PROVIDES LEGAL ASSISTANCE TO WORKERS SUFFERING FROM ABUSES OF COMPULSORY UNIONISM IN HUNDREDS OF CASES NATIONWIDE. DURING 2024, FOUNDATION STAFF ATTORNEYS HANDLED 267 CASES AND REPRESENTED 296 CLIENTS. IN 2024, 135 OF THE CASES HANDLED ASSISTED EMPLOYEES WITH THE EXERCISE OF THEIR RIGHTS UNDER 29 USC SECTION 159(C). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,430,878 | ExpenseAmt |
| Grant | $32,750 | GrantAmt |
| Desc | THE FOUNDATION CONDUCTS A PROGRAM OF INFORMING WORKERS, FOUNDATION SUPPORTERS, AND THE PUBLIC OF WORKERS' RIGHTS TO BE FREE FROM ABUSES OF COMPULSORY UNIONISM AND OF LEGAL RECOURSE AVAILABLE TO WORKERS TO SECURE SUCH RIGHTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $361,178 | ExpenseAmt |
| Desc | THE FOUNDATION CONDUCTS AN EDUCATIONAL PROGRAM, INCLUDING PUBLICATIONS AND SPONSORING DISCUSSION GROUPS, FORUMS, PANELS AND LECTURES, AND MAY PROVIDE EDUCATIONAL AID THROUGH SCHOLARSHIPS, GRANTS OR OTHER FORMS OF FINANCIAL ASSISTANCE TO NEEDY OR MERITORIOUS STUDENTS, PARTICULARLY THOSE WHO REQUIRE ASSISTANCE BECAUSE THEIR PARENTS' JOBS OR JOB OPPORTUNITIES HAVE BEEN CURTAILED OR DENIED AS A RESULT OF COMPULSORY UNIONISM, AND STUDENTS WHO HAVE DEMONSTRATED AN ACTIVE INTEREST IN DEFENDING HUMAN AND CIVIL RIGHTS SECURED BY LAW. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,179,827 | 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 | Yes (1) | 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 | Yes (1) | 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 | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 44 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | 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 | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | 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 | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | 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 | 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 | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7033218510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8001 BRADDOCK RD 600 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22160 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 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 |
|---|---|---|---|---|---|---|---|
| MARK A MIX | |||||||
| TRUSTEE/PRESIDENT | 37.50 | Yes (X) | Yes (X) | $221,316 | $0 | $33,197 | |
| STEVE ANTOSH | |||||||
| TRUSTEE | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| PATTY BUFFETT | |||||||
| TRUSTEE | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| SANDRA CRANDALL | |||||||
| TRUSTEE/CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAM H DUROSS III | |||||||
| TRUSTEE | 20.00 | Yes (X) | $26,692 | $0 | $4,004 | ||
| BRENT L REYNOLDS | |||||||
| TRUSTEE/VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARK MCGRANE | |||||||
| TRUSTEE | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| DUNCAN SCOTT | |||||||
| TRUSTEE | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| VICTOR SENESE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM WALDOCK | |||||||
| TRUSTEE | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| RAYMOND J LAJEUNESSE JR | |||||||
| TRUSTEE | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| TERRY CAMPO | |||||||
| TRUSTEE | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| DAVID WARRINGTON | |||||||
| TRUSTEE | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| CARIE STEPHENS | |||||||
| TRUSTEE | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| STEFAN GLEASON | |||||||
| TRUSTEE | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK T SEMMENS | |||||||
| VP | 40.00 | Yes (X) | $164,999 | $0 | $36,617 | ||
| E DON LOOS | |||||||
| VP | 37.50 | Yes (X) | $143,479 | $0 | $25,515 | ||
| WILLIAM L MESSENGER | |||||||
| VP/SEC-TREAS/LGL DIR | 40.00 | Yes (X) | $243,904 | $0 | $54,170 | ||
| G TAUBMAN | |||||||
| STAFF ATTORNEY | 40.00 | $219,113 | $0 | $33,558 | Yes (X) | ||
| M CHAPPELL | |||||||
| STAFF ATTORNEY | 40.00 | $209,355 | $0 | $43,227 | Yes (X) | ||
| R CLAIR | |||||||
| CORP COUNSEL | 40.00 | $208,090 | $0 | $53,804 | Yes (X) | ||
| WJ YOUNG | |||||||
| STAFF ATTORNEY | 40.00 | $178,376 | $0 | $61,034 | Yes (X) | ||
| A FREEMAN | |||||||
| ASSOC CORP COUNSEL | 40.00 | $182,299 | $0 | $39,608 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,797,623 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $384,734 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 21 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BIGEYE DIRECT | |||||
| PO BOX 710865 | OAK HILL | VA | 22031 | PRINTING AND MAILING | $412,382 |
| MERRILL LYNCH | |||||
| 11951 FREEDOM DRIVE SUITE 1750 | RESTON | VA | 20193 | INVESTMENT MANAGEMENT | $216,478 |
| THOMSON REUTERS | |||||
| PO BOX 6292 | CAROL STREAM | IL | 60197 | LEGAL RESEARCH SUBSCRIPTION | $127,261 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,553,436 | AllOtherContributionsAmt |
| Noncash Contributions | $1,044,601 | NoncashContributionsAmt |
| Total Contributions | $5,553,436 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COURT AWARDED FEES | Desc |
| Business | 541100 | BusinessCd |
| Total Revenue Column | $3,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $995,367 | TotalRevenueColumnAmt |
| Exclusion | $995,367 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $78,508 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $78,508 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $78,508 | TotalRevenueColumnAmt |
| Exclusion | $78,508 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,955,689 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,680,673 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,275,016 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,275,016 | TotalRevenueColumnAmt |
| Exclusion | $2,275,016 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,905,327 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,348,891 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,750 | TotalAmt |
| Program Services | $31,750 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Program Services | $1,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $953,893 | TotalAmt |
| Program Services | $869,363 | ProgramServicesAmt |
| Management And General | $71,702 | ManagementAndGeneralAmt |
| Fundraising | $12,828 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,680,322 | TotalAmt |
| Program Services | $3,361,232 | ProgramServicesAmt |
| Management And General | $269,243 | ManagementAndGeneralAmt |
| Fundraising | $49,847 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $501,300 | TotalAmt |
| Program Services | $455,793 | ProgramServicesAmt |
| Management And General | $39,383 | ManagementAndGeneralAmt |
| Fundraising | $6,124 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,223 | TotalAmt |
| Program Services | $211,728 | ProgramServicesAmt |
| Management And General | $24,046 | ManagementAndGeneralAmt |
| Fundraising | $3,449 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,670 | TotalAmt |
| Program Services | $289,478 | ProgramServicesAmt |
| Management And General | $22,631 | ManagementAndGeneralAmt |
| Fundraising | $4,561 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,319 | TotalAmt |
| Program Services | $20,478 | ProgramServicesAmt |
| Management And General | $3,841 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,750 | TotalAmt |
| Management And General | $24,750 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,473 | TotalAmt |
| Management And General | $217,473 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,200 | TotalAmt |
| Program Services | $51,200 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $824,200 | TotalAmt |
| Program Services | $398,946 | ProgramServicesAmt |
| Management And General | $39,634 | ManagementAndGeneralAmt |
| Fundraising | $385,620 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,505 | TotalAmt |
| Program Services | $181,294 | ProgramServicesAmt |
| Management And General | $14,522 | ManagementAndGeneralAmt |
| Fundraising | $2,689 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,806 | TotalAmt |
| Program Services | $69,881 | ProgramServicesAmt |
| Management And General | $20,038 | ManagementAndGeneralAmt |
| Fundraising | $887 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,122 | TotalAmt |
| Program Services | $32,127 | ProgramServicesAmt |
| Management And General | $2,527 | ManagementAndGeneralAmt |
| Fundraising | $468 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,026 | TotalAmt |
| Program Services | $4,590 | ProgramServicesAmt |
| Management And General | $368 | ManagementAndGeneralAmt |
| Fundraising | $68 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| MAILING SERVICES | $134,970 | $39,013 | $95,957 | |
| DUES AND SUBSCRIPTIONS | $125,305 | $123,813 | $465 | $1,027 |
| DATA PROCESSING | $22,767 | $21,206 | $1,561 | |
| LITIGATION COSTS | $16,935 | $16,935 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,495,536 | TotalAmt |
| Program Services | $6,179,827 | ProgramServicesAmt |
| Management And General | $751,185 | ManagementAndGeneralAmt |
| Fundraising | $564,524 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,153 | TotalAmt |
| Program Services | $183,685 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $12,468 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,458 | BOYAmt |
| EOY | $101,586 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,693,614 | BOYAmt |
| EOY | $3,899,595 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,350 | BOYAmt |
| EOY | $630,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,276 | BOYAmt |
| EOY | $2,008 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,139 | BOYAmt |
| EOY | $132,569 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,067,684 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $556,434 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $523,388 | BOYAmt |
| EOY | $511,250 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,296,563 | BOYAmt |
| EOY | $36,305,102 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,681,335 | BOYAmt |
| EOY | $2,149,990 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,601,123 | BOYAmt |
| EOY | $43,732,100 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,400,034 | BOYAmt |
| EOY | $1,429,125 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,507 | BOYAmt |
| EOY | $772,816 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,800,541 | BOYAmt |
| EOY | $2,201,941 | 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 | $29,719,499 | BOYAmt |
| EOY | $31,221,230 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,081,083 | BOYAmt |
| EOY | $10,308,929 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,800,582 | BOYAmt |
| EOY | $41,530,159 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,601,123 | BOYAmt |
| EOY | $43,732,100 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,409,791 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,319,786 | 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) |
|---|---|---|
| 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 | $9,806,234 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,051,770 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,363,381 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,536,769 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,553,436 | CurrentTaxYearAmt |
| Total | $33,311,590 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,806,234 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,051,770 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,363,381 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,536,769 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,553,436 | CurrentTaxYearAmt |
| Total | $33,311,590 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,475,116 | SubstantialContributorsTotAmt |
| Public Support Total170 | $27,836,474 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $592,807 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $619,509 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $680,088 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $993,062 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,073,875 | CurrentTaxYearAmt |
| Total | $3,959,341 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,046,891 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $320,659 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $81,160 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,050 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,000 | CurrentTaxYearAmt |
| Total | $1,482,760 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $38,753,691 | TotalSupportAmt |
| Public Support CY170 | 0.71830 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70440 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE A, PART II, LINE 10: | FormAndLineReferenceDesc |
| Explanation | ATTORNEYS' FEES AND EXPENSES RECOVERED IN LEGAL AID CASES UNDER FEE SHIFTING STATUTES SUCH AS 42 U.S.C. 1988. | ExplanationTxt |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,886,733 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $792,196 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $9,678,929 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,840,343 | BeginningYearBalanceAmt |
| Contributions | $96,399 | ContributionsAmt |
| Investment Earnings Or Losses | $949,991 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $8,886,733 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,567,017 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,726,674 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,840,343 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,064,735 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $502,282 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $9,567,017 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,789,804 | BeginningYearBalanceAmt |
| Contributions | $4,242,701 | ContributionsAmt |
| Investment Earnings Or Losses | $1,032,230 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $9,064,735 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.67480 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.32520 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $430,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $430,000 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $234,700 | OtherCostOrOtherBasisAmt |
| Depreciation | $229,076 | DepreciationAmt |
| Book Value | $5,624 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $205,484 | OtherCostOrOtherBasisAmt |
| Depreciation | $157,074 | DepreciationAmt |
| Book Value | $48,410 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $197,500 | OtherCostOrOtherBasisAmt |
| Depreciation | $170,284 | DepreciationAmt |
| Book Value | $27,216 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $511,250 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $212,998 |
| OPERATING LEASE LIABILITIES | $559,818 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $772,816 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,007,640 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,319,786 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$217,473 | OtherRevenueAmt |
| Revenue Not Reported | $1,102,313 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,905,327 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,905,327 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,278,063 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,278,063 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $217,473 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $217,473 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,495,536 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION'S PERMANENT ENDOWMENT IS MAINTAINED TO PRESERVE THE CORPUS OF THE FUND IN PERPETUITY AND TO GENERATE INCOME FOR USE IN THE FOUNDATION'S OPERATIONS. THE TERM ENDOWMENT IS USED TO GENERATE INCOME FOR USE IN THE FOUNDATION'S LEGAL AID PROGRAM. |
| PART X, LINE 2: | THE FOUNDATION IS REQUIRED TO MEASURE, RECOGNIZE, PRESENT, AND DISCLOSE IN ITS FINANCIAL STATEMENTS UNCERTAIN INCOME TAX POSITIONS THE FOUNDATION HAS TAKEN IN THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION OR EXPECTS TO TAKE ON AN INCOME TAX RETURN. THE FOUNDATION RECOGNIZES THE TAX BENEFITS FROM UNCERTAIN INCOME TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAX AUTHORITIES. THE FOUNDATION RECORDED NO LIABILITY FOR UNCERTAIN INCOME TAX POSITIONS FOR ANY OPEN TAX YEARS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT EXPENSE -217,473. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT EXPENSE 217,473. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TURNING POINT USA INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 N PENNSYLVANIA ST STE 1610 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 800835023 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $13,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GENERAL SUPPORT CONTRIBUTIONS TO RECOGNIZED 501(C)(3) ORGANIZATIONS THAT ARE "PUBLICLY SUPPORTED" UNDER IRC 509(A)(1) AND 170(B)(1)(A)(VI) ARE NOT SUBJECT TO MONITORING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM L MESSENGER | ||||||||||||||
| VP/SEC-TREAS/LGL DIR | $242,895 | $0 | $307 | $0 | $702 | $0 | $36,586 | $0 | $17,584 | $0 | $298,074 | $0 | $0 | $0 |
| R CLAIR | ||||||||||||||
| CORP COUNSEL | $205,915 | $0 | $507 | $0 | $1,668 | $0 | $31,214 | $0 | $22,590 | $0 | $261,894 | $0 | $0 | $0 |
| MARK A MIX | ||||||||||||||
| TRUSTEE/PRESIDENT | $221,316 | $0 | $0 | $0 | $0 | $0 | $33,197 | $0 | $0 | $0 | $254,513 | $0 | $0 | $0 |
| G TAUBMAN | ||||||||||||||
| STAFF ATTORNEY | $217,462 | $0 | $0 | $0 | $1,651 | $0 | $32,867 | $0 | $691 | $0 | $252,671 | $0 | $0 | $0 |
| M CHAPPELL | ||||||||||||||
| STAFF ATTORNEY | $207,687 | $0 | $0 | $0 | $1,668 | $0 | $31,403 | $0 | $11,824 | $0 | $252,582 | $0 | $0 | $0 |
| WJ YOUNG | ||||||||||||||
| STAFF ATTORNEY | $176,323 | $0 | $433 | $0 | $1,620 | $0 | $26,756 | $0 | $34,278 | $0 | $239,410 | $0 | $0 | $0 |
| A FREEMAN | ||||||||||||||
| ASSOC CORP COUNSEL | $181,687 | $0 | $0 | $0 | $612 | $0 | $27,345 | $0 | $12,263 | $0 | $221,907 | $0 | $0 | $0 |
| PATRICK T SEMMENS | ||||||||||||||
| VP | $159,390 | $0 | $5,000 | $0 | $609 | $0 | $24,750 | $0 | $11,867 | $0 | $201,616 | $0 | $0 | $0 |
| E DON LOOS | ||||||||||||||
| VP | $141,900 | $0 | $0 | $0 | $1,579 | $0 | $21,522 | $0 | $3,993 | $0 | $168,994 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT, IN HIS DISCRETION, AWARDED PERFORMANCE OR SERVICE BONUSES AS DETAILED IN PART II. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,044,601 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV ON DATE OF GIFT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTIONS IS REPORTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE B | THE FOUNDATION DECLINES TO PROVIDE SPECIFIC IDENTIFYING INFORMATION ON ITS DONORS ON THE GROUNDS THAT SUCH DISCLOSURE MAY CHILL THE DONORS' FIRST AMENDMENT RIGHT TO ASSOCIATE IN PRIVATE WITH THE FOUNDATION. NAACP V. ALABAMA, 357 U.S. 449 (1958); INTERNATIONAL UNION UAW V. NATIONAL RIGHT TO WORK, 590 F.2D 1139, 1152 (D.C. CIR. 1978). WHILE THE OTHER REQUIRED INFORMATION IS BEING PROVIDED ON SCHEDULE B, ACTUAL IDENTITIES AND ADDRESSES HAVE BEEN PROTECTED BY ASSIGNING A LETTER TO EACH DONOR LISTED. |
| FORM 990, PART VI, SECTION A, LINE 1A | PER ITS BYLAWS, THE FOUNDATION HAS AN EXECUTIVE COMMITTEE (EC) COMPOSED OF THE CHAIRMAN AND VICE CHAIRMAN OF THE BOARD OF TRUSTEES, THE PRESIDENT (WHO IS ALSO A TRUSTEE), AND 2 ADDITIONAL TRUSTEES ELECTED BY THE BOARD, FOR A TOTAL OF 5 VOTING MEMBERS. UNDER THE BYLAWS, THE EC EXERCISES BOARD AUTHORITY TO THE FULLEST EXTENT PERMITTED BY LAW IN BETWEEN MEETNGS OF THE FULL BOARD. |
| FORM 990, PART VI, SECTION A, LINE 2 | MARK MIX, SANDRA CRANDALL, AND DUNCAN SCOTT (BUSINESS RELATIONSHIP) DON LOOS, MARK MIX, SANDRA CRANDALL, WILLIAM DUROSS, AND VICTOR SENESE (BUSINESS RELATIONSHIP) |
| FORM 990, PART VI, SECTION B, LINE 11B | THE PRESIDENT, WHO IS ALSO A BOARD AND EXECUTIVE COMMITTEE MEMBER, REVIEWS FORM 990 AS PREPARED BY THE FOUNDATION'S OUTSIDE CPAS IN CONSULTATION WITH THE DIRECTOR OF ACCOUNTING AND CORPORATE COUNSEL. FORM 990 IS FILED AFTER THE PRESIDENT GIVES HIS FINAL APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION'S CONFLICT OF INTEREST POLICY APPLIES TO OFFICERS AND TRUSTEES. THE POLICY IS MONITORED AND ENFORCED ANNUALLY BY REQUIRING EACH OFFICER AND TRUSTEE TO CERTIFY, IN WRITING, THAT HE OR SHE HAS RECEIVED A COPY OF THE POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND WILL COMPLY WITH THE POLICY. CONFLICTS ARE EXPECTED TO BE DISCLOSED TO THE BOARD (OR EXECUTIVE COMMITTEE) PRIOR TO BOARD (OR EXECUTIVE COMMITTEE) ACTION ON A TRANSACTION, AND THOSE WITH CONFLICTS ARE EXPECTED TO RECUSE THEMSELVES FROM DELIBERATIONS AND VOTING. A TRANSACTION MAY BE AUTHORIZED, APPROVED, OR RATIFIED: (1) UPON A MAJORITY VOTE OF THE BOARD (OR EXECUTIVE COMMITTEE) MEMBERS WITHOUT A CONFLICT; (2) IF IT IS FAIR TO THE FOUNDATION; AND (3) IF IT IS NOT AN "EXCESS BENEFIT TRANSACTION OR A "PRIVATE INUREMENT" TRANSACTION. THE PRESIDENT, NOT HAVING A CONFLICT, MAY AUTHORIZE, APPROVE, OR RATIFY A TRANSACTION INVOLVING AN OFFICER WHO IS NOT ALSO A BOARD MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 15A | EACH YEAR, THE EXECUTIVE COMMITTEE, MINUS ANY MEMBERS WITH A CONFLICT OF INTEREST, REVIEWS THE PRESIDENT'S COMPENSATION, RECEIVING AND RELYING ON A REPORT THAT INCLUDES APPROPRIATE DATA AS TO COMPARABILITY. THE EXECUTIVE COMMITTEE THEN DETERMINES THE PRESIDENT'S COMPENSATION THAT WILL BE IN EFFECT UNTIL THE NEXT ANNUAL REVIEW, ADOPTING A RESOLUTION APPROVING THE ACTION TAKEN. THE RESOLUTION IS INCLUDED IN THE EXECUTIVE COMMITTEE MINUTES FOR THE MEETING AT WHICH THE REVIEW TOOK PLACE, AND THOSE MINUTES ARE REVIEWED AND APPROVED AT THE EXECUTIVE COMMITTEE'S NEXT REGULARLY SCHEDULED MEETING. RECORDS DOCUMENTING THIS PROCESS ARE KEPT, AND THE PRESIDENT'S COMPENSATION IS REFLECTED ON THE ORGANIZATION'S ANNUAL FORM 990 FILING, AS REQUIRED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IT MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC IF AND TO THE EXTENT LEGALLY REQUIRED TO DO SO. |
| FORM 990, PART IX, LINE 5 | THE AMOUNT IS LOWER THAN THE AMOUNT REPORTED ON PART VII BECAUSE THE FOUNDATION PAYS ALL COMPENSATION AND BENEFITS FOR AN EMPLOYEE SHARED WITH UNRELATED ORGANIZATION NATIONAL INSTITUTE FOR LABOR RELATIONS RESEARCH 52-1303565 AND THEREFORE ISSUED THE W-2 FORM. THE AMOUNT REPORTED ON LINE 5 REPRESENTS THE FOUNDATION'S ALLOCATION OF THE EXPENSES FOR SERVICES RENDERED BY THIS EMPLOYEE TO THE FOUNDATION. THE INSTITUTE REIMBURSED THE FOUNDATION FOR ITS SHARE. |