LEARNING ALLY INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LEARNING ALLY INC (EIN 13-1659345)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-01
- IRS object ID
- 202143059349302079
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-01T13:49:19-07:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eisner Advisory Group LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 Tamarak Circle | AddressLine1Txt |
| City | Skillman | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08558 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131659345 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Learning Ally Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEAR | BusinessNameControlTxt |
| Phone | 6092437603 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 Roszel Road | AddressLine1Txt |
| City | Princeton | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Andrew Friedman | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2021-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Andrew | PersonFirstNm |
| Person Last | Friedman | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Douglas Tapp | PreparerPersonNm |
| PTIN | P00200641 | PTIN |
| Phone | 7322437000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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) |
|---|---|---|
| Principal Officer | Andrew Friedman | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 Roszel Road | AddressLine1Txt |
| City | Princeton | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,708,990 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www. Learningally.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | LEARNING ALLY IS A LEADING NATIONAL NONPROFIT EDUCATION SOLUTIONS ORGANIZATION DEDICATED TO EQUIPPING EDUCATORS WITH PROVEN SOLUTIONS THAT HELP STRUGGLING LEARNERS TO REACH THEIR POTENTIAL SEE ATTACHMENT 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 196 | TotalEmployeeCnt |
| Total Volunteers | 1159 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $7,990,655 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,403,650 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,024,127 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,291,474 | CYProgramServiceRevenueAmt |
| PY Investment Income | $35,185 | PYInvestmentIncomeAmt |
| CY Investment Income | $524,395 | CYInvestmentIncomeAmt |
| PY Other Revenue | $189,610 | PYOtherRevenueAmt |
| CY Other Revenue | $1,832,165 | CYOtherRevenueAmt |
| PY Total Revenue | $17,239,577 | PYTotalRevenueAmt |
| CY Total Revenue | $24,051,684 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $81,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $96,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,974,379 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,261,180 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $381,965 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $388,376 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,406,536 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,238,897 | PYOtherExpensesAmt |
| CY Other Expenses | $5,898,891 | CYOtherExpensesAmt |
| PY Total Expenses | $20,676,241 | PYTotalExpensesAmt |
| CY Total Expenses | $23,644,447 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,436,664 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $407,237 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,974,307 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,869,438 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,371,232 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,544,443 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,603,075 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,324,995 | NetAssetsOrFundBalancesEOYAmt |
| Mission | LEARNING ALLY IS A LEADING NATIONAL NONPROFIT EDUCATION SOLUTIONS ORGANIZATION DEDICATED TO EQUIPPING EDUCATORS WITH PROVEN SOLUTIONS THAT HELP STRUGGLING LEARNERS TO REACH THEIR POTENTIAL SEE ATTACHMENT 1. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $18,279,496 | ExpenseAmt |
| Grant | $96,000 | GrantAmt |
| Revenue | $10,371,426 | RevenueAmt |
| Desc | ATTACHMENT 2 | Desc |
| Total Program Service Expenses | $18,279,496 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 156 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 196 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| 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 | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | 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 | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | 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 | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bridget Matteson | PersonNm |
| Phone | 6092437603 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 Roszel Road | AddressLine1Txt |
| City | Princeton | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Andrew Friedman | |||||||
| President & CEO | 60.00 | 0.00 | Yes (X) | $399,566 | $0 | $104,860 | |
| Cynthia Hamburger | |||||||
| COO/CIO | 50.00 | 0.00 | $349,401 | $0 | $40,252 | ||
| Tim Wilson | |||||||
| CFO | 50.00 | 0.00 | Yes (X) | $314,538 | $0 | $38,199 | |
| Lee Peters | |||||||
| Senior Vice President | 50.00 | 0.00 | $319,940 | $0 | $27,685 | ||
| Cheryl B Lin | |||||||
| Chief Marketing Officer | 50.00 | 0.00 | $296,262 | $0 | $19,967 | ||
| Jeffery Ho | |||||||
| VP - Research & Innovation | 50.00 | 0.00 | $256,719 | $0 | $21,814 | ||
| Heather L Wiederstein | |||||||
| VP, Solutions Development | 50.00 | 0.00 | $251,472 | $0 | $12,673 | ||
| Steven M Valvano | |||||||
| VP, Great People, HR | 50.00 | 0.00 | $211,675 | $0 | $28,944 | ||
| Mona Yoast-Fravel | |||||||
| VP, Educator Success | 50.00 | 0.00 | $229,380 | $0 | $5,514 | ||
| Erin Walker | |||||||
| Director Solution Strategy | 50.00 | 0.00 | $191,292 | $0 | $38,983 | ||
| Rebecca Hatcher | |||||||
| Team Lead, Inside Sales Rep | 50.00 | 0.00 | $220,921 | $0 | $6,453 | ||
| Robert A Edenzon | |||||||
| VP of Sales | 50.00 | 0.00 | $191,393 | $0 | $29,684 | ||
| Jamey Gildea | |||||||
| Dir. Solutions Architecture | 50.00 | 0.00 | $178,131 | $0 | $17,436 | ||
| Shannon E Penrose-Maddux | |||||||
| Direct, Dist Partnerships West | 50.00 | 0.00 | $170,452 | $0 | $22,806 | ||
| Joan E Pedley | |||||||
| Director of Marketing | 50.00 | 0.00 | $169,614 | $0 | $13,823 | ||
| Carole A Williams | |||||||
| Dir., Dist. Partnerships, NE | 50.00 | 0.00 | $177,228 | $0 | $5,586 | ||
| Terrie L Noland | |||||||
| VP Nat. Dir. Educator Initiatives | 50.00 | 0.00 | $171,406 | $0 | $8,024 | ||
| David Kozemchak | |||||||
| AVP, Production | 50.00 | 0.00 | $143,525 | $0 | $35,317 | ||
| Elissa Tomasetti | |||||||
| Director of Marketing | 50.00 | 0.00 | $164,196 | $0 | $11,092 | ||
| April Louise Zay | |||||||
| Inside Sales Representative | 50.00 | 0.00 | $136,303 | $0 | $38,173 | ||
| Julia Cotton | |||||||
| Mgr of Develop. IT | 50.00 | 0.00 | $136,747 | $0 | $37,686 | ||
| Cynthia Cortina | |||||||
| VP, Account Management | 50.00 | 0.00 | $158,372 | $0 | $15,736 | ||
| Thomas Hetzel | |||||||
| Controller | 50.00 | 0.00 | $149,296 | $0 | $21,851 | ||
| Cheryl Kopec | |||||||
| Dir., Program Management | 50.00 | 0.00 | $162,505 | $0 | $7,433 | ||
| James Pritchett | |||||||
| Lead Proc Redesign | 50.00 | 0.00 | $140,664 | $0 | $25,402 | ||
| Tom McCartney | |||||||
| Senior Developer | 50.00 | 0.00 | $128,498 | $0 | $34,777 | ||
| Erin Morales | |||||||
| Dir, giv & strat | 50.00 | 0.00 | $140,512 | $0 | $5,144 | ||
| Scott Bernard Burns | |||||||
| Direct, Dist West | 50.00 | 0.00 | $132,660 | $0 | $11,921 | ||
| Therese Llorente | |||||||
| Chairman | 50.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Steve Carnevale Attach 3 | |||||||
| Trustee | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Rosemarie Loffredo | |||||||
| Treasurer | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Mary Beth O'Hagan | |||||||
| Secretary | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Elise Darwish Attach 3 | |||||||
| Trustee | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Shawn Bird | |||||||
| Trustee | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Peter Falzon | |||||||
| Trustee | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,692,668 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $687,235 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 46 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FAIRCOM NEW YORK INC | |||||
| 12 WEST 27TH ST | NEW YORK | NY | 10001 | Direct Marketing | $422,901 |
| HOWARD SLOAN SEARCH INC | |||||
| 555 FIFTH AVE | NEW YORK | NY | 10017 | RECRUITING FIRM | $136,041 |
| ORACLE AMERICA INC | |||||
| 15612 COLLECTIONS CTR DR | CHICAGO | IL | 60693 | SOFTWARE FIRM | $139,879 |
| Lat Long LLC | |||||
| 347 Fifth Avenue Ste 1402-401 | New York | NY | 10016 | Tech & Product Dev | $313,200 |
| NSR Holdings Inc | |||||
| 6800 Burleson Rd Buil 310 St 265 | New York | NY | 10016 | CONSULTING MARKETING | $184,308 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $6,712,485 | GovernmentGrantsAmt |
| All Other Contributions | $4,691,165 | AllOtherContributionsAmt |
| Noncash Contributions | $159,037 | NoncashContributionsAmt |
| Total Contributions | $11,403,650 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Membership Fee Revenue | 900099 | $9,731,179 | $9,731,179 |
| Training & Seminars | 900099 | $560,295 | $560,295 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,291,474 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $414,977 | TotalRevenueColumnAmt |
| Exclusion | $414,977 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,857 | TotalRevenueColumnAmt |
| Exclusion | $25,857 | ExclusionAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $766,724 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $657,306 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $109,418 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $109,418 | TotalRevenueColumnAmt |
| Exclusion | $109,418 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Custom Recording | 900099 | $79,952 | $79,952 | |
| Other Revenue | 900099 | $226,356 | $226,356 | |
| Settlement of Lawsuits | 900099 | $1,500,000 | $1,500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,806,308 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,051,684 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,371,426 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,276,608 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Program Services | $30,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,000 | TotalAmt |
| Program Services | $66,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,637,085 | TotalAmt |
| Program Services | $4,352,570 | ProgramServicesAmt |
| Management And General | $1,284,515 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,135,745 | TotalAmt |
| Program Services | $7,693,806 | ProgramServicesAmt |
| Management And General | $677,276 | ManagementAndGeneralAmt |
| Fundraising | $764,663 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,799 | TotalAmt |
| Program Services | $167,316 | ProgramServicesAmt |
| Management And General | $14,583 | ManagementAndGeneralAmt |
| Fundraising | $9,900 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,251,687 | TotalAmt |
| Program Services | $1,129,083 | ProgramServicesAmt |
| Management And General | $66,720 | ManagementAndGeneralAmt |
| Fundraising | $55,884 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,044,864 | TotalAmt |
| Program Services | $869,473 | ProgramServicesAmt |
| Management And General | $114,481 | ManagementAndGeneralAmt |
| Fundraising | $60,910 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,274 | TotalAmt |
| Management And General | $342,274 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,190 | TotalAmt |
| Management And General | $126,190 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,754 | TotalAmt |
| Program Services | $66,754 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,376 | TotalAmt |
| Fundraising | $388,376 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,771 | TotalAmt |
| Management And General | $5,771 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,892,554 | TotalAmt |
| Program Services | $1,683,849 | ProgramServicesAmt |
| Management And General | $160,000 | ManagementAndGeneralAmt |
| Fundraising | $48,705 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,420 | TotalAmt |
| Program Services | $312,462 | ProgramServicesAmt |
| Management And General | $336 | ManagementAndGeneralAmt |
| Fundraising | $622 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $615,702 | TotalAmt |
| Program Services | $189,145 | ProgramServicesAmt |
| Management And General | $415,718 | ManagementAndGeneralAmt |
| Fundraising | $10,839 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $928,807 | TotalAmt |
| Program Services | $474,162 | ProgramServicesAmt |
| Management And General | $442,649 | ManagementAndGeneralAmt |
| Fundraising | $11,996 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,871 | TotalAmt |
| Program Services | $180,871 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,541 | TotalAmt |
| Program Services | $52,267 | ProgramServicesAmt |
| Management And General | $28,922 | ManagementAndGeneralAmt |
| Fundraising | $2,352 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,936 | TotalAmt |
| Program Services | $27,686 | ProgramServicesAmt |
| Fundraising | $250 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,265 | TotalAmt |
| Management And General | $6,265 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,947 | TotalAmt |
| Program Services | $233,109 | ProgramServicesAmt |
| Management And General | $79,322 | ManagementAndGeneralAmt |
| Fundraising | $516 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,808 | TotalAmt |
| Program Services | $70,648 | ProgramServicesAmt |
| Management And General | $59,160 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RECRUIT&TRAIN. & OTHER | $528,277 | $422,780 | $75,305 | $30,192 |
| TAPES & SUPPLIES | $194,865 | $194,865 | ||
| BOOKS & PUBLICATIONS | $142,909 | $62,650 | $58,928 | $21,331 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,644,447 | TotalAmt |
| Program Services | $18,279,496 | ProgramServicesAmt |
| Management And General | $3,958,415 | ManagementAndGeneralAmt |
| Fundraising | $1,406,536 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,712,783 | BOYAmt |
| EOY | $1,733,691 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,816,914 | BOYAmt |
| EOY | $1,600,622 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,976,713 | BOYAmt |
| EOY | $4,170,385 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $552,875 | BOYAmt |
| EOY | $623,574 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $21,542,570 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,159,629 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,513,862 | BOYAmt |
| EOY | $2,382,941 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $570,343 | BOYAmt |
| EOY | $566,591 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,075,269 | BOYAmt |
| EOY | $21,865,304 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,755,548 | BOYAmt |
| EOY | $5,926,330 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,974,307 | BOYAmt |
| EOY | $38,869,438 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,631,704 | BOYAmt |
| EOY | $2,076,901 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,646,313 | BOYAmt |
| EOY | $7,467,542 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,115 | BOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,082,100 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,371,232 | BOYAmt |
| EOY | $9,544,443 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,736,085 | BOYAmt |
| EOY | $5,315,897 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,866,990 | BOYAmt |
| EOY | $24,009,098 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,603,075 | BOYAmt |
| EOY | $29,324,995 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,974,307 | BOYAmt |
| EOY | $38,869,438 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $407,237 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,282,356 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $32,327 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
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 | $8,362,362 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,351,152 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,463,047 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,990,654 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,403,650 | CurrentTaxYearAmt |
| Total | $45,570,865 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,362,362 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,351,152 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,463,047 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,990,654 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,403,650 | CurrentTaxYearAmt |
| Total | $45,570,865 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,885,515 | SubstantialContributorsTotAmt |
| Public Support Total170 | $43,685,350 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $454,067 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,496,254 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,478,478 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $283,215 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $440,834 | CurrentTaxYearAmt |
| Total | $5,152,848 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $189,120 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $73,100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $182,654 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $122,720 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,806,308 | CurrentTaxYearAmt |
| Total | $2,373,902 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $53,097,615 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $45,926,511 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82270 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79350 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $66,754 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $66,754 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $23,528,247 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $23,595,001 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $101,977 | CurrentYearMinus3Amt |
| Current Year Minus2 | $102,233 | CurrentYearMinus2Amt |
| Current Year Minus1 | $65,833 | CurrentYearMinus1Amt |
| Current Year | $66,754 | CurrentYearAmt |
| Total | $336,797 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,038,341 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,036,970 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,224,936 | OtherExpendituresAmt |
| End Year Balance | $15,850,375 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,272,084 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $838,157 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,071,900 | OtherExpendituresAmt |
| End Year Balance | $13,038,341 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,728,104 | BeginningYearBalanceAmt |
| Contributions | $27,152 | ContributionsAmt |
| Investment Earnings Or Losses | $516,828 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $14,272,084 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,807,903 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $920,201 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $13,728,104 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,504,036 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,479,999 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,176,132 | OtherExpendituresAmt |
| End Year Balance | $12,807,903 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.50000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.50000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $856,510 | OtherCostOrOtherBasisAmt |
| Book Value | $856,510 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,890,453 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,676,176 | DepreciationAmt |
| Book Value | $1,214,277 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,570,337 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,564,875 | DepreciationAmt |
| Book Value | $5,462 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,225,270 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,918,578 | DepreciationAmt |
| Book Value | $306,692 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,382,941 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $21,865,304 | TotalBookValueSecuritiesAmt |
| Total Book Value Other Assets | $5,926,330 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $33,260,560 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,282,356 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $2,899,964 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $32,327 | OtherRevenueAmt |
| Revenue Not Reported | $9,214,647 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,045,913 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $5,771 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $5,771 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $24,051,684 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,538,640 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $2,899,964 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $2,899,964 | ExpensesNotReportedAmt |
| Expenses Subtotal | $23,638,676 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $5,771 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $5,771 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $23,644,447 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | LEARNING ALLY, INC. 'S ENDOWMENT FUND CONSISTS OF APPROXIMATELY 40 INDIVIDUAL DONOR-RESTRICTED FUNDS ESTABLISHED FOR THE PURPOSE OF SUPPORTING THE ORGANIZATION'S MISSION-RELATED PROGRAMS. THE ENDOWMENT'S PRINCIPAL IS INTENDED TO BE LEFT UNTOUCHED, WHILE ITS INCOME WILL BE USED TO FUND DEVELOPMENT, PRODUCTION AND DISTRIBUTION OF LEARNING RESOURCES, NATIONAL ACHIEVEMENT AWARDS AND GENERAL OPERATIONS. |
| Part X : FIN48 Footnote | THE ORGANIZATION ADOPTED THE PROVISIONS OF FASB INTERPRETATION NO. 48 FIN 48 ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES AN INTERPRETATION OF FASB STATEMENT NO.109, NOW INCORPORATED IN ACCOUNTING STANDARDS CODIFICATION ASC 740. THE INTERNAL REVENUE SERVICE HAS RECOGNIZED LEARNING ALLY AS TAX-EXEMPT UNDER SECTION 501C3 OF THE INTERNAL REVENUE CODE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2021 AND 2020, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE THE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX PROVISIONS, IF ANY. THERE WERE NO INCOME TAX-RELATED INTEREST AND PENALTIES RECORDED FOR THE YEARS ENDED JUNE 30, 2021 AND 2020 |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Changes in Split Interest Agreements $32327 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Faircom NY Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 West 27th St | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT MAIL | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $880,673 | GrossReceiptsAmt |
| Retained By Contractor | $388,376 | RetainedByContractorAmt |
| Net To Organization | $492,297 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $880,673 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $388,376 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $492,297 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2b - Fundraiser Additional Information | FormAndLineReferenceDesc |
| Explanation | Schedule G, Part I FUNDRAISERS ----- THE FEES REPORTED AS HAVING BEEN PAID TO THE PROFESSIONAL FUNDRAISER IN SCHEDULE G, PART I, WERE PAID ON A FISCAL YEAR BASIS. THE AMOUNT LISTED FOR FAIRCOM NEW YORK INC. IS DIFFERENT THAN THE AMOUNT SHOWN ON PART VII, SECTION B, AS A TOP FIVE HIGHEST PAID CONTRACTOR AS THAT SCHEDULE IS PREPARED ON A CALENDAR YEAR BASIS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Charlottesville City Schools | |||||||
| 1562 Dairy Road | Charlottesville | VA | 22902 | 546001203 | $15,000 | $0 | TO SUPPORT SPECIAL EDUC. PROGRAMS |
| PEFCA | |||||||
| PO Box 175 | Charlottesville | VA | 22902 | 412158088 | $15,000 | $0 | TO SUPPORT SPECIAL EDUC. PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Educational Scholarships | 12 | $51,000 |
| Educator Awards | 6 | $15,000 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Additional Supplemental Information | SCHEDULE I, PART II, LINE 1 LEARNING ALLY OCCASIONALLY PROVIDES GRANTS TO CHARITABLE ORGANIZATIONS ALSO ENGAGED IN ADVANCING THE CAUSE OF STUDENTS WHO STRUGGLE TO READ THE PRINTED WORD. |
| Grantmaker's Description of How Grants are Used | SCHEDULE I, PART I, LINE 2 LEARNING ALLY, INC. PROVIDES SCHOLARSHIPS TO STUDENTS SEEKING A DEGREE IN HIGHER EDUCATION. THESE AMOUNTS ARE REMITTED DIRECTLY TO THE STUDENTS, WITH THE EXPECTATION THAT THE AMOUNTS WILL BE USED TO DEFRAY TUITION OR EDUCATIONAL COSTS, OR TO AN EDUCATIONAL INSTITUTION ATTENDED BY THE STUDENT.THE ORGANIZATION ISSUES 1099S TO THE RECIPIENT STUDENTS AS IT DOES NOT CONTROL THE USE OF THE FUNDS ONCE PAID DIRECTLY TO STUDENTS. EDUCATOR AWARDS, WHICH ARE COMPOSED OF A PAYMENT DIRECTLY TO TEACHERS AND FUNDS FOR USE IN SUPPLYING CLASSROOM MATERIAL ARE PROVIDED TO DESERVING TEACHERS WHO ADVANCE THE CAUSE OF EDUCATING STUDENTS IN THE CLASSROOM WHO ARE BLIND OR LEARNING DISABLED AND STRUGGLE READING THE PRINTED WORD. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|
| Andrew Friedman | ||||||
| President & CEO | $304,259 | $94,500 | $807 | $70,000 | $34,860 | $504,426 |
| April Louise Zay | ||||||
| Inside Sales Representative | $55,609 | $80,661 | $33 | $38,173 | $174,476 | |
| Carole A Williams | ||||||
| Dir., Dist. Partnerships, NE | $141,320 | $34,809 | $1,099 | $4,589 | $997 | $182,814 |
| Cheryl B Lin | ||||||
| Chief Marketing Officer | $226,513 | $69,318 | $431 | $5,777 | $14,190 | $316,229 |
| Cheryl Kopec | ||||||
| Dir., Program Management | $151,837 | $10,369 | $299 | $3,858 | $3,575 | $169,938 |
| Cynthia Cortina | ||||||
| VP, Account Management | $137,246 | $20,388 | $738 | $3,416 | $12,320 | $174,108 |
| Cynthia Hamburger | ||||||
| COO/CIO | $265,663 | $82,500 | $1,238 | $6,893 | $33,359 | $389,653 |
| David Kozemchak | ||||||
| AVP, Production | $133,113 | $10,136 | $276 | $2,234 | $33,083 | $178,842 |
| Elissa Tomasetti | ||||||
| Director of Marketing | $158,205 | $5,400 | $591 | $11,092 | $175,288 | |
| Erin Walker | ||||||
| Director Solution Strategy | $164,739 | $26,318 | $235 | $4,404 | $34,579 | $230,275 |
| Heather L Wiederstein | ||||||
| VP, Solutions Development | $218,191 | $33,000 | $281 | $12,673 | $264,145 | |
| James Pritchett | ||||||
| Lead Proc Redesign | $130,612 | $9,326 | $726 | $3,454 | $21,948 | $166,066 |
| Jamey Gildea | ||||||
| Dir. Solutions Architecture | $164,830 | $12,661 | $640 | $4,220 | $13,216 | $195,567 |
| Jeffery Ho | ||||||
| VP - Research & Innovation | $196,507 | $60,025 | $187 | $5,020 | $16,794 | $278,533 |
| Joan E Pedley | ||||||
| Director of Marketing | $158,485 | $10,800 | $329 | $335 | $13,488 | $183,437 |
| Julia Cotton | ||||||
| Mgr of Develop. IT | $126,185 | $10,312 | $250 | $3,437 | $34,249 | $174,433 |
| Lee Peters | ||||||
| Senior Vice President | $244,509 | $75,000 | $431 | $4,179 | $23,506 | $347,625 |
| Mona Yoast-Fravel | ||||||
| VP, Educator Success | $199,117 | $29,835 | $428 | $2,911 | $2,603 | $234,894 |
| Rebecca Hatcher | ||||||
| Team Lead, Inside Sales Rep | $74,515 | $146,207 | $199 | $4,635 | $1,818 | $227,374 |
| Robert A Edenzon | ||||||
| VP of Sales | $122,785 | $67,580 | $1,028 | $4,891 | $24,793 | $221,077 |
| Shannon E Penrose-Maddux | ||||||
| Direct, Dist Partnerships West | $133,763 | $36,327 | $362 | $848 | $21,958 | $193,258 |
| Steven M Valvano | ||||||
| VP, Great People, HR | $181,856 | $28,620 | $1,199 | $4,656 | $24,288 | $240,619 |
| Terrie L Noland | ||||||
| VP Nat. Dir. Educator Initiatives | $148,762 | $22,457 | $187 | $3,776 | $4,248 | $179,430 |
| Thomas Hetzel | ||||||
| Controller | $129,522 | $18,409 | $1,365 | $21,851 | $171,147 | |
| Tim Wilson | ||||||
| CFO | $239,156 | $74,144 | $1,238 | $6,197 | $32,002 | $352,737 |
| Tom McCartney | ||||||
| Senior Developer | $118,789 | $9,563 | $146 | $3,188 | $31,589 | $163,275 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $880 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 73 | ContributionCnt |
| Noncash Contributions Rpt F990 | $158,157 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | MANAGEMENT PREPARES THE ANNUAL TAX FORM 990. FORM 990 WITH SUPPORTING DOCUMENTATION IS PROVIDED TO A PROFESSIONAL CPA FIRM WITH EXPERIENCE AND EXPERTISE IN NOT-FOR-PROFIT TAX RETURN PREPARATION. ONCE FORM 990 IS REVIEWED BY THE CPA FIRM, MANAGEMENT REVIEWS THE FORM, WHICH IS THEN PRESENTED TO AND REVIEWED AND APPROVED BY THE AUDIT COMMITTEE OF THE ORGANIZATION. FOLLOWING THEIR REVIEW, FORM 990 IS MADE AVAILABLE TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. THE ORGANIZATION'S BOARD OF TRUSTEES HAS DELEGATED TO ITS AUDIT COMMITTEE THE RESPONSIBILITY TO OVERSEE, REVIEW, AND APPROVE THE FEDERAL FORM 990, INCLUDING THE PREPARATION, REVIEW AND FILING PROCESS. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. ANNUALLY, ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, AND SENIOR MANAGEMENT PERSONNEL ARE REQUIRED TO REVIEW THE EXISTING CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE TO ENSURE COMPLIANCE WITH THE POLICY. THE COMPLETED QUESTIONNAIRES ARE RETURNED TO THE PRESIDENT'S/CEO'S OFFICE. ANY POTENTIAL CONFLICTS ARE REVIEWED AND RESOLVED. FAILURE TO COMPLY WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COULD LEAD TO TERMINATION. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | SEE ATTACHMENT 4 |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | SEE ATTACHMENT 4 |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | LEARNING ALLY, INC. MAKES ITS FORM 990 AND AUDITED FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE, WWW.LEARNINGALLY.ORG. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST STATEMENT ARE AVAILABLE UPON REQUEST AND AT MANAGEMENT'S DISCRETION. |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Changes in Split Interest Agreements = $32327 |
| SUPPLEMENTAL INFORMATION TO FORM 990 | FOR ADDITIONAL INFORMATION SEE ATTACHMENT |