VOLCKER ALLIANCE INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- VOLCKER ALLIANCE INC (EIN 45-4585989)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-15
- IRS object ID
- 202142589349300424
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-15T13:33:56-05:00 | 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 | 454585989 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VOLCKER ALLIANCE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VOLC | BusinessNameControlTxt |
| Phone | 6463430155 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 BROADWAY NO 1930 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS W ROSS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6463430155 | PhoneNum |
| Signature | 2021-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | ROSS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FREDERICK MARTENS | PreparerPersonNm |
| PTIN | P00298107 | PTIN |
| Phone | 2126972299 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | THOMAS W ROSS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 BROADWAY NO 1930 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,660,833 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.VOLCKERALLIANCE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2012 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE VOLCKER ALLIANCE EMPOWERS THE PUBLIC SECTOR WORKFORCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 18 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,978,746 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,095,117 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $38,981 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $40,127 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,733,939 | PYInvestmentIncomeAmt |
| CY Investment Income | $570,653 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $26,141 | CYOtherRevenueAmt |
| PY Total Revenue | $7,751,666 | PYTotalRevenueAmt |
| CY Total Revenue | $7,732,038 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $608,403 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,666,315 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,622,334 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $395,516 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,722,459 | PYOtherExpensesAmt |
| CY Other Expenses | $1,713,907 | CYOtherExpensesAmt |
| PY Total Expenses | $4,388,774 | PYTotalExpensesAmt |
| CY Total Expenses | $4,944,644 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,362,892 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,787,394 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,526,521 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,454,354 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $432,518 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $686,977 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,094,003 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,767,377 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE VOLCKER ALLIANCE IS A NONPROFIT FOUNDED BY FORMER FEDERAL RESERVE BOARD CHAIRMAN PAUL A. VOLCKER DEDICATED TO ADVANCING HIS VISION OF AN EMPOWERED PUBLIC SECTOR WORKFORCE.THE VOLCKER ALLIANCE IS A NONPROFIT FOUNDED IN 2013 BY FORMER FEDERAL RESERVE BOARD CHAIRMAN PAUL A. VOLCKER, DEDICATED TO ADVANCING HIS VISION OF AN EMPOWERED PUBLIC SECTOR WORKFORCE. OUR WORK SUPPORTS CURRENT AND ASPIRING PUBLIC SERVANTS BY STRENGTHENING PUBLIC SERVICE EDUCATION, CHAMPIONING PUBLIC SERVICE VALUES, AND PROVIDING STRATEGIES TO HELP THEM DELIVER BETTER RESULTS. WE BUILD PARTNERSHIPS WITH GOVERNMENT AND UNIVERSITIES, PROMOTE INNOVATION IN PUBLIC SERVICE EDUCATION, DRIVE RESEARCH ON EFFECTIVE GOVERNMENT, AND INSPIRE OTHERS WITH THE STORY OF MR. VOLCKER'S COMMITMENT TO PUBLIC SERVICE. OUR MISSION IS TO EMPOWER THE PUBLIC SECTOR WORKFORCE TO SOLVE THE CHALLENGES FACING OUR NATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,619,586 | ExpenseAmt |
| Grant | $608,403 | GrantAmt |
| Revenue | $40,127 | RevenueAmt |
| Desc | SEE SCHEDULE ODRIVING RESEARCH ON EFFECTIVE GOVERNMENT:THE VOLCKER ALLIANCE'S TRUTH AND INTEGRITY IN STATE BUDGETING INITIATIVE IS A MULTIYEAR STUDY OF STATE BUDGETING, FINANCIAL REPORTING, AND FISCAL PRACTICES ACROSS THE UNITED STATES. IN FEBRUARY 2020, THE VOLCKER ALLIANCE RELEASED TRUTH AND INTEGRITY IN STATE BUDGETING: THE BALANCING ACT AND AN UPDATED STATE BUDGET DATA LAB. THE REPORT HIGHLIGHTED THE IMPORTANCE OF MAINTAINING RAINY DAY FUND RESERVES TO HELP STATES COPE WITH UNEXPECTED FISCAL SHOCKS, SUCH AS THE NATIONWIDE SHUTDOWN OF ECONOMIC ACTIVITY CAUSED BY THE PANDEMIC. THE VOLCKER ALLIANCE HOSTED VIRTUAL EVENTS THROUGHOUT 2020 TO HELP PUBLIC OFFICIALS AND MUNICIPAL FINANCE LEADERS NAVIGATE THE RAPIDLY EVOLVING CHALLENGES POSED BY THE COVID-19 PANDEMIC.PROMOTING INNOVATION IN PUBLIC SERVICE EDUCATION:THE VOLCKER ALLIANCE HAS HELPED TO DEFINE THE FIELD OF PUBLIC SERVICE EDUCATION. OUR WORK WITH SCHOOLS OF PUBLIC SERVICE HAS DRIVEN INNOVATION IN BOTH UNDERGRADUATE AND GRADUATE LEVEL CURRICULA AND EXPANDED LEARNING OPPORTUNITIES FOR ACTIVE PUBLIC SERVANTS. IN JUNE 2020, THE VOLCKER ALLIANCE LAUNCHED THE NEXT GENERATION SERVICE PARTNERSHIP (NEXTGEN SERVICE), A NATIONAL INITIATIVE THAT IS HELPING FILL A CRITICAL GAP IN UNDERGRADUATE EDUCATION BY SUPPORTING THE CREATION OF NEW PROGRAMS TO PREPARE STUDENTS FOR CAREERS IN PUBLIC SERVICE. THROUGH THE DEANS SUMMIT, THE VOLCKER ALLIANCE FACILITATES INNOVATION AND COLLABORATION AMONG DEANS AND DIRECTORS OF THE NATION'S COMPREHENSIVE SCHOOLS OF PUBLIC SERVICE. DURING THE PANDEMIC, THE VOLCKER ALLIANCE INVITED DEANS OF SCHOOLS OF PUBLIC SERVICE TO JOIN REGULAR, FACILITATED CONVERSATIONS ABOUT HOW THEY ARE LEADING THEIR SCHOOL COMMUNITIES THROUGH THIS TURBULENT ERA.BUILDING PARTNERSHIPS WITH GOVERNMENT AND UNIVERSITIES:THE VOLCKER ALLIANCE'S GOVERNMENT-TO-UNIVERSITY INITIATIVE (G2U) INITIATIVE BUILDS PARTNERSHIPS BETWEEN GOVERNMENT LEADERS AT ALL LEVELS AND THEIR LOCAL UNIVERSITIES TO HELP FOSTER RESEARCH AND CONNECT ASPIRING PUBLIC SERVANTS WITH CAREER OPPORTUNITIES. IN 2020, THE VOLCKER ALLIANCE EXPANDED G2U SIGNIFICANTLY, LAUNCHING NEW REGIONAL NETWORKS IN PITTSBURGH, LOS ANGELES, CHICAGO, AND NORTH CAROLINA. THIS EXPANSION BUILDS ON THE SUCCESS OF OUR PILOT NETWORK IN KANSAS CITY. THE PAUL A. VOLCKER FUND FOR THE FUTURE OF PUBLIC SERVICE AWARDED SIX COMPETITIVE GRANTS ACROSS THE NETWORK IN 2020. THE G2U "NETWORK OF NETWORKS" WAS ALSO STRENGTHENED IN 2020 THROUGH THE LAUNCH OF THE G2U RESOURCE EXCHANGE, A DIGITAL ROUNDUP OF IDEAS ACROSS THE NETWORK, AND A G2U NETWORK CONVERSATION SERIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $0 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,619,586 | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 18 | 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | 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 | KIWI PARTNERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125327171 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| THOMAS A ROSS | ||||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $439,801 | $0 | $36,432 | ||
| SARA MOGULESCU | ||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | Yes (X) | Yes (X) | $310,343 | $0 | $35,369 | ||
| ANTHONY DOWD | ||||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SHEILA BAIR | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES BOWSHER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM BRADLEY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS M DAVIS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM H DONALDSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY FOXX | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHIRLEY CLARKE FRANKLIN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANCIS FUKUYAMA | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM HASLAM | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE MINER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NORMAN J ORNSTEIN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD RAVITCH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM RHODES | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTONIO WEISS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM GLASGALL | ||||||||
| SENIOR VP & DIRECTOR, STATE & LOCAL | 40.00 | $242,776 | $0 | $36,710 | Yes (X) | |||
| EMILY BOLTON | ||||||||
| CHIEF STRATEGY OFFICER | 40.00 | $177,748 | $0 | $7,972 | Yes (X) | |||
| MELISSA AUSTIN | ||||||||
| DIRECTOR OF OPERATIONS | 40.00 | $151,623 | $0 | $20,264 | Yes (X) | |||
| NEILIA STEPHENS | ||||||||
| DIRECTOR OF COMMUNICATIONS | 40.00 | $156,564 | $0 | $8,227 | Yes (X) | |||
| MAGGIE MELLO | ||||||||
| ASSOCIATE DIRECTOR | 40.00 | $124,949 | $0 | $31,025 | Yes (X) | |||
| PETER D MORRISSEY | ||||||||
| ASSOCIATE DIRECTOR | 40.00 | $117,897 | $0 | $6,139 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,721,701 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $182,138 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | 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 |
|---|---|---|---|---|---|
| MUNICIPAL MARKET ANALYTICS | |||||
| 75 MAIN STREET | CONCORD | MA | 01742 | PROJECT RESEARCH & CONSULTING | $210,000 |
| JOHN HOPKINS UNIVERSITY | |||||
| 12529 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | PROJECT RESEARCH & CONSULTING | $118,650 |
| KIWI PARTNERS INC | |||||
| 237 W 35TH STREET SUITE 1101 | NEW YORK | NY | 10001 | ACCOUNTING SERVICES | $104,947 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $7,095,117 | AllOtherContributionsAmt |
| Total Contributions | $7,095,117 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FISCAL SPONSOR ADMINISTRATION | Desc |
| Business | 611430 | BusinessCd |
| Total Revenue Column | $40,127 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,127 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $40,127 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $290,267 | TotalRevenueColumnAmt |
| Exclusion | $290,267 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,209,181 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,928,795 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $280,386 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $280,386 | TotalRevenueColumnAmt |
| Exclusion | $280,386 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $26,141 | TotalRevenueColumnAmt |
| Exclusion | $26,141 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $26,141 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,732,038 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,127 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $596,794 | 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 | $608,403 | TotalAmt |
| Program Services | $608,403 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,459,040 | TotalAmt |
| Program Services | $872,223 | ProgramServicesAmt |
| Management And General | $335,689 | ManagementAndGeneralAmt |
| Fundraising | $251,128 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $877,819 | TotalAmt |
| Program Services | $674,191 | ProgramServicesAmt |
| Management And General | $158,121 | ManagementAndGeneralAmt |
| Fundraising | $45,507 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,334 | TotalAmt |
| Program Services | $20,273 | ProgramServicesAmt |
| Management And General | $4,952 | ManagementAndGeneralAmt |
| Fundraising | $2,109 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,646 | TotalAmt |
| Program Services | $49,842 | ProgramServicesAmt |
| Management And General | $13,023 | ManagementAndGeneralAmt |
| Fundraising | $6,781 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,495 | TotalAmt |
| Program Services | $125,196 | ProgramServicesAmt |
| Management And General | $39,637 | ManagementAndGeneralAmt |
| Fundraising | $23,662 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,547 | TotalAmt |
| Management And General | $40,969 | ManagementAndGeneralAmt |
| Fundraising | $9,578 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,132 | TotalAmt |
| Management And General | $146,132 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,896 | TotalAmt |
| Management And General | $41,896 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $909,523 | TotalAmt |
| Program Services | $908,403 | ProgramServicesAmt |
| Management And General | $195 | ManagementAndGeneralAmt |
| Fundraising | $925 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,873 | TotalAmt |
| Management And General | $2,873 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,211 | TotalAmt |
| Program Services | $51,783 | ProgramServicesAmt |
| Management And General | $10,255 | ManagementAndGeneralAmt |
| Fundraising | $6,173 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,118 | TotalAmt |
| Program Services | $5,825 | ProgramServicesAmt |
| Management And General | $43,921 | ManagementAndGeneralAmt |
| Fundraising | $6,372 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,817 | TotalAmt |
| Program Services | $203,466 | ProgramServicesAmt |
| Management And General | $70,912 | ManagementAndGeneralAmt |
| Fundraising | $38,439 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,558 | TotalAmt |
| Program Services | $45,725 | ProgramServicesAmt |
| Management And General | $2,219 | ManagementAndGeneralAmt |
| Fundraising | $614 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,219 | TotalAmt |
| Program Services | $3,868 | ProgramServicesAmt |
| Management And General | $1,351 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,796 | TotalAmt |
| Program Services | $2,522 | ProgramServicesAmt |
| Management And General | $798 | ManagementAndGeneralAmt |
| Fundraising | $476 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,695 | TotalAmt |
| Program Services | $7,769 | ProgramServicesAmt |
| Management And General | $2,458 | ManagementAndGeneralAmt |
| Fundraising | $1,468 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $40,500 | $40,097 | $403 | |
| SPECIAL EVENT | $8,000 | $8,000 | ||
| MISCELLANEOUS EXPENSES | $7,706 | $5,422 | $2,284 | |
| BANK FEE | $316 | $316 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,944,644 | TotalAmt |
| Program Services | $3,619,586 | ProgramServicesAmt |
| Management And General | $929,542 | ManagementAndGeneralAmt |
| Fundraising | $395,516 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $703,828 | BOYAmt |
| EOY | $877,576 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,505 | BOYAmt |
| EOY | $1,739,643 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,000 | BOYAmt |
| EOY | $32,847 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $96,083 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,364 | BOYAmt |
| EOY | $29,841 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $302,304 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $68,555 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,798 | BOYAmt |
| EOY | $233,749 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,321,699 | BOYAmt |
| EOY | $16,289,552 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,327 | BOYAmt |
| EOY | $155,063 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,526,521 | BOYAmt |
| EOY | $19,454,354 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,584 | BOYAmt |
| EOY | $65,875 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $311,702 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,934 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $309,400 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $432,518 | BOYAmt |
| EOY | $686,977 | 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 | $13,756,948 | BOYAmt |
| EOY | $17,662,060 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,337,055 | BOYAmt |
| EOY | $1,105,317 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,094,003 | BOYAmt |
| EOY | $18,767,377 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,526,521 | BOYAmt |
| EOY | $19,454,354 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,787,394 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $885,980 | 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 | $3,072,795 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,044,491 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,886,210 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,978,746 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,095,117 | CurrentTaxYearAmt |
| Total | $9,077,359 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,072,795 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,044,491 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,886,210 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,978,746 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,095,117 | CurrentTaxYearAmt |
| Total | $9,077,359 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,015,864 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,061,495 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $528,108 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $496,759 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $339,025 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $339,687 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $290,267 | CurrentTaxYearAmt |
| Total | $1,993,846 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $20,455 | CurrentTaxYearMinus2YearsAmt |
| Total | $20,455 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $26,141 | CurrentTaxYearAmt |
| Total | $26,141 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,117,801 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $126,859 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.27540 | PublicSupportCY170Pct |
| Public Support PY170 | 0.24950 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | VOLCKER ALLIANCE'S PERCENTAGE OF PUBLIC SUPPORT IS LESS THAN 33 1/3%. HOWEVER, VOLCKER ALLIANCE'S PUBLIC SUPPORT IS MORE THAN 10% OF ITS TOTAL SUPPORT. IT HAS A SOLICITATION PLAN FOR ATTRACTING PUBLIC SUPPORT AND HAS A BROAD, REPRESENTATIVE GOVERNING BODY. ITS PROGRAM SERVICES DIRECTLY BENEFIT THE GENERAL PUBLIC. THEREFORE, VOLCKER ALLIANCE QUALIFIES FOR NON-PRIVATE FOUNDATION STATUS UNDER THE FACTS AND CIRCUMSTANCES TEST OF IRC SEC 170(B)(1)(A)(VI). | FactsAndCircumstancesTestTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,037,055 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $66,982 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $39,747 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,064,290 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,000,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $78,251 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $41,196 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,037,055 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $1,000,000 | ContributionsAmt |
| End Year Balance | $1,000,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.93960 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06040 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $79,349 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,000 | DepreciationAmt |
| Book Value | $74,349 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $99,232 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,109 | DepreciationAmt |
| Book Value | $86,123 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $123,723 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,446 | DepreciationAmt |
| Book Value | $73,277 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $233,749 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $8,576,122 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $885,980 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $885,980 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,690,142 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $41,896 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $41,896 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,732,038 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,902,748 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,902,748 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $41,896 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $41,896 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,944,644 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | DURING 2018, THE ALLIANCE WAS AWARDED A $1,000,000 GRANT TO ESTABLISH AN ENDOWMENT FOR THE PAUL A. VOLCKER LIFETIME ACHIEVEMENT AWARD FOR PUBLIC SERVICE TO BE USED TO AWARD A DESERVING, LONG-TIME GOVERNMENT CIVIL SERVANT AT LEAST $10,000 AND A MEDAL EACH YEAR. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| INDIANA UNIVERSITY | ||||||||
| 400 E 7TH STREET POPLARS 501 | BLOOMINGTON | IN | 47405 | 356001673 | 501(C)(3) | $100,000 | IMPLEMENTATION OF NEXTGEN SERVICE PROGRAM | |
| GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION | ||||||||
| 58 EDGEWOOD AVENUE 3RD FLOOR | ATLANTA | GA | 30303 | 581845423 | 501(C)(3) | $99,721 | IMPLEMENTATION OF NEXTGEN SERVICE PROGRAM | |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||||
| 1010 LINCOLN PLACE SUITE 300 | LINCOLN | NE | 68508 | 470379839 | 501(C)(3) | $98,682 | IMPLEMENTATION OF NEXTGEN SERVICE PROGRAM | |
| ARIZONA STATE UNIVERSITY | ||||||||
| PO BOX 2260 | TEMPLE | AZ | 85280 | 866051042 | 501(C)(3) | $75,000 | IMPLEMENTATION OF NEXTGEN SERVICE PROGRAM | |
| NORTH CAROLINA OFFICE OF STATE BUDGET AND MANAGEMENT | ||||||||
| 20320 MAIL SERVICE CENTER | RALEIGH | NC | 27699 | 561310675 | N/A | $65,000 | GOVERNMENT-UNIVERSITY PARTNERSHIPS FOR IMPACT: NORTH CAROLINA AND BEYOND | |
| RAND CORPORATION | ||||||||
| PO BOX 2138 | SANTA MONICA | CA | 90407 | 951958142 | 501(C)(3) | $60,000 | BARRIERS TO ATTRACTING TALENT AND DIVERSITY TO PUBLIC SECTOR CAREERS | |
| MID AMERICA REGIONAL COUNCIL | ||||||||
| 600 BROADWAY SUITE 200 | KANSAS CITY | MO | 64105 | 430976432 | 501(C)(3) | $50,000 | CONNECTING G2U RESOURCES WITH COLLEGE CAREER SERVICES TO PROMOTE PUBLIC SECTOR EMPLOYMENT | |
| GOVERNMENT COLLEGE RELATIONS COUNCIL | ||||||||
| LEWIS UNIVERSITY CAREER SERVICES | ROMEOVILLE | IL | 60446 | 364276059 | 501(C)(3) | $30,000 | INTERNSHIP PROGRAM ENHANCEMENT | UNIT 270 ONE UNIVERSITY PARKWAY |
| CARNEGIE MELLON UNIVERSITY | ||||||||
| 5000 FORBES AVENUE | PITTSBURG | PA | 15213 | 250969449 | 501(C)(3) | $30,000 | PUBLIC SERVICE DAY IN THE LIFE' SOCIAL MEDIA CAMPAIGN | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CONTRACTS ARE ISSUED AT THE BEGINNING OF THE GRANT PERIOD; INTERIM REPORTS ARE REQUIRED PERIODICALLY THROUGHOUT THE GRANT PERIOD, DEPENDING ON THE LENGTH OF THE GRANT CYCLE; FINAL REPORT ARE REQUIRED AT THE CONCLUSION OF EACH GRANT PERIOD. STAFF REVIEW INTERIM AND FINAL REPORTS, AND PRO-ACTIVELY CONTACTS GRANTEES THROUGH THE YEAR TO MONITOR GRANT PROGRESS. ANY REQUESTED CHANGES IN GRANT USAGE OR TERM MUST BE REQUESTED IN WRITING AND APPROVED BY VOLCKER ALLIANCE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS A ROSS | ||||||||||||||
| PRESIDENT | $439,801 | $0 | $0 | $0 | $0 | $0 | $9,975 | $0 | $26,457 | $0 | $476,233 | $0 | $0 | $0 |
| SARA MOGULESCU | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $310,343 | $0 | $0 | $0 | $0 | $0 | $9,975 | $0 | $25,394 | $0 | $345,712 | $0 | $0 | $0 |
| WILLIAM GLASGALL | ||||||||||||||
| SENIOR VP & DIRECTOR, STATE & LOCAL | $242,776 | $0 | $0 | $0 | $0 | $0 | $8,385 | $0 | $28,325 | $0 | $279,486 | $0 | $0 | $0 |
| EMILY BOLTON | ||||||||||||||
| CHIEF STRATEGY OFFICER | $177,748 | $0 | $0 | $0 | $0 | $0 | $6,227 | $0 | $1,745 | $0 | $185,720 | $0 | $0 | $0 |
| MELISSA AUSTIN | ||||||||||||||
| DIRECTOR OF OPERATIONS | $151,623 | $0 | $0 | $0 | $0 | $0 | $5,469 | $0 | $14,795 | $0 | $171,887 | $0 | $0 | $0 |
| NEILIA STEPHENS | ||||||||||||||
| DIRECTOR OF COMMUNICATIONS | $156,564 | $0 | $0 | $0 | $0 | $0 | $5,500 | $0 | $2,727 | $0 | $164,791 | $0 | $0 | $0 |
| MAGGIE MELLO | ||||||||||||||
| ASSOCIATE DIRECTOR | $124,949 | $0 | $0 | $0 | $0 | $0 | $4,682 | $0 | $26,343 | $0 | $155,974 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | SHEILA BLAIR AND WILLIAM WARREN BRADLEY - BUSINESS RELATIONSHIP |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE DRAFT FORM 990 WAS REVIEWED BY THE AUDIT COMMITTEE AND THEN FORWARDED TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR DISCUSSION AND COMMENT. EACH DIRECTOR WAS PROVIDED AN OPPORTUNITY TO COMMENT ON THE INFORMATION CONTAINED IN THE 990 PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY REQUIRES ALL BOARD OF DIRECTORS MEMBERS, OFFICERS, AND KEY EMPLOYEES TO ANNUALLY DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST WITH THE ORGANIZATION THROUGH A QUESTIONNNAIRE. THESE QUESTIONNAIRES ARE MONITORED ANNUALLY AND POTENTIAL CONFLICTS ARE IMMEDIATELY ADDRESSED BY THE ORGANIZATION. THE CURRENT YEAR QUESTIONNAIRES HAVE NOT REVEALED ANY CONFLICTS THAT REQUIRED ACTION BY THE ALLIANCE. IF A CONFLICT DOES ARISE, THE TRUSTEE IS ASKED TO WITHDRAW FROM ANY DISCUSSIONS OR DECISION-MAKING WITH RESPECT TO THE MATTER IN WHICH THE CONFLICT OF INTEREST ARISES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE OF THE BOARD REVIEWS AND APPROVES THE COMPENSATION OF ALL EMPLOYEES. FISCAL YEAR 2019 COMPENSATION REVIEWS WERE CONDUCTED IN 2020, AND FISCAL YEAR 2020 REVIEWS WILL BE CONDUCTED IN 2021. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE NOT ORDINARILY MADE AVAILABLE TO THE PUBLIC, BUT IF REQUESTED, WILL BE PROVIDED AT MANAGEMENT'S DISCRETION. |
| FORM 990, PART IX, LINE 11G | PROGRAM PARTNERS: PROGRAM SERVICE EXPENSES 908,403. MANAGEMENT AND GENERAL EXPENSES 100. FUNDRAISING EXPENSES 325. TOTAL EXPENSES 908,828. FUNDRAISING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 600. TOTAL EXPENSES 600. RECRUITING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 95. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 95. |