UNIVERSITY RADIO FOUNDATION INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY RADIO FOUNDATION INC (EIN 56-1803808)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-04-03
- IRS object ID
- 202020949349301202
- Schema version
- 2018v3.1
- 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 | 2020-04-03T12:51:00-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561434747 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREERWALKER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST TRADE ST SUITE 1100 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561803808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY RADIO FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 7045499323 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8801 JM KEYNES DR | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28262 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H JOSEPH O'CONNOR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7045499323 | PhoneNum |
| Signature | 2020-03-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAULA P TILLEY | PreparerPersonNm |
| PTIN | P00051456 | PTIN |
| Phone | 7043770239 | PhoneNum |
| Preparation | 2020-03-18 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.77.128.118 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-03-18 | IPDt |
| IP Tm | 15:32:07 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F72D11A721246CFAD378202D982AB19C78301A5C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B4C0BB599B5AC8581C7705267BA918EB55A92F4D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WFAE-FM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | H JOSEPH O'CONNOR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8801 JM KEYNES DR | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28262 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,212,494 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WFAE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | JOURNALISM THAT INFORMS, ENRICHES, AND INSPIRES. OUR VISION IS TO HELP CREATE A MORE KNOWLEDGEABLE AND ENGAGED COMMUNITY GROUNDED IN OUR SHARED HUMANITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 52 | TotalEmployeeCnt |
| Total Volunteers | 32 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,536,262 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,838,229 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $263,558 | PYInvestmentIncomeAmt |
| CY Investment Income | $356,210 | CYInvestmentIncomeAmt |
| PY Other Revenue | $49,540 | PYOtherRevenueAmt |
| CY Other Revenue | $136,323 | CYOtherRevenueAmt |
| PY Total Revenue | $6,849,360 | PYTotalRevenueAmt |
| CY Total Revenue | $7,330,762 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,036,456 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,489,565 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $798,837 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $803,830 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,192,035 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,986,476 | PYOtherExpensesAmt |
| CY Other Expenses | $2,730,300 | CYOtherExpensesAmt |
| PY Total Expenses | $6,821,769 | PYTotalExpensesAmt |
| CY Total Expenses | $7,023,695 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $27,591 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $307,067 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,394,390 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,552,368 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $502,157 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $468,720 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,892,233 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,083,648 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | JOURNALISM THAT INFORMS, ENRICHES, AND INSPIRES. OUR VISION IS TO HELP CREATE A MORE KNOWLEDGEABLE AND ENGAGED COMMUNITY GROUNDED IN OUR SHARED HUMANITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,075,005 | ExpenseAmt |
| Desc | IN FY19, WFAE NOTCHED SIGNIFICANT MILESTONES ON ITS WAY TO LOCKING IN ITS ROLE AS THE GO-TO SOURCE OF JOURNALISM, INFORMATION AND CONVERSATION IN THE CHARLOTTE REGION. IT BECAME CLEAR IN FY19 THAT WFAE REPRESENTS MORE THAN A TERRESTRIAL RADIO STATION FOR CHARLOTTE AND ITS SURROUNDING REGION. IT STAKED STRONG CLAIMS TO BEING THE GO-TO SOURCE OF JOURNALISM, INFORMATION AND CONVERSATION IN THE CHARLOTTE REGION. THE STATION BECAME A HUB FOR BREAKING NEWS VIA THE WORK OF THE STATION'S GROWING LOCAL NEWSROOM; AN INVESTIGATOR OF POLITICAL WRONGDOING AND THE MISSTEPS OF REGIONAL LEADERS; A FORUM FOR NUANCED EXPLORATIONS OF SUCH DIFFICULT LOCAL TOPICS AS AFFORDABLE HOUSING, HOMICIDES AND SEXUAL ASSAULT; A FACILITATOR FOR COMMUNITY CONVERSATION AND INTERACTION ON AIR, ONLINE AND IN-PERSON; A DESIRED DESTINATION FOR SOME OF THE REGION'S BEST JOURNALISTS; AN IDENTIFIER OF COMMUNITY ASSETS - ESPECIALLY IN THE LOCAL MUSIC ECOSYSTEM - THAT DESERVE TO BE VALIDATED AND CELEBRATED; AND AN INNOVATOR IN PODCASTING, COMMUNITY ENGAGEMENT AND PRODUCTION.IN TRACKING METRICS, WFAE'S DIGITAL GROWTH HAS BEEN SKYROCKETING WITH WFAE.ORG USERS UP 146 PERCENT OVER FY18. WFAE PLACED IN THE TOP 20 OF ALL NPR STATIONS IN SEVERAL BENCHMARKS FOR DIGITAL GROWTH. IN PART, ITS DIGITAL AUDIENCE WAS SEEDED BY ITS POPULAR ROSTER OF PODCASTS, AMPLIFIER, CHARLOTTE TALKS, SOUTHBOUND, FAQ CITY AND SHE SAYS. THE STATION'S DIGITAL GROWTH CAME WHILE THE ORGANIZATION CONTINUED TO SERVE THE CHARLOTTE COMMUNITY WITH THEIR RENOWNED DAILY LOCAL NEWS SERVICE, AS WELL AS THE BEST PROGRAMMING FROM NPR, THE BBC, APM AND OTHER CONTACT PARTNERS AROUND THE WORLD.WFAE'S WEEKDAY PROGRAM, "CHARLOTTE TALKS" CONTINUES TO BE WHERE CHARLOTTEANS GO TO STAY ON TOP OF WHAT'S HAPPENING IN THE REGION WHETHER IT'S GROWTH, AFFORDABLE HOUSING, UPWARD MOBILITY, EDUCATION, CRIME, THE ARTS AND MORE. FOR ON-DEMAND LISTENERS, THE CHARLOTTE TALKS PODCAST REPEATEDLY RANKS IN THE TOP 25 IN PUBLIC RADIO STATION PODCASTS.THE STATION'S "SHE SAYS" PODCAST REACHED THE TOP 200 OF THE MORE THAN HALF-MILLION PODCASTS OFFERED BY ITUNES; AND THE "AMPLIFIER" PODCAST REACHED THE TOP 30 OF ALL MUSIC PODCASTS OFFERED BY ITUNES. WFAE'S FUNDRAISING TEAMS POSTED THEIR FOURTH CONSECUTIVE YEAR OF RECORD RESULTS. MEMBERSHIP SURPASSED A RECORD 21,000 CONTRIBUTORS, OF WHICH MORE THAN HALF CONTRIBUTE TO THE STATION AS SUSTAINERS, AND A NATIONALLY HIGH 32% OF SUSTAINING MEMBERS ARE UNDER 35 YEARS OLD. AS AUDIENCES RESPONDED POSITIVELY TO THESE ACCOMPLISHMENTS, SO TO DID PROFESSIONAL ORGANIZATIONS WHO HONORED WFAE WITH A RECORD NUMBER OF INDUSTRY AWARDS AND RECOGNITIONS IN FY19 INCLUDING:THREE EDWARD R. MURROW AWARDS, THREE CHARLOTTE MAGAZINE "BEST OF THE BEST" AWARDS AND TWO CREATIVE LOAFING CHARLOTTE "BEST OF" AWARDS. THE SHE SAYS PODCAST WAS HONORED WITH A GRACIE AWARD FOR SARAH DELIA. SHE SAYS WAS ALSO RECOGNIZED BY THE ONLINE JOURNALISM AWARDS AND WON A QUEEN CITY PR AWARD FROM THE CHARLOTTE CHAPTER OF PRSA. FAQ CITY HOST, NICK DE LA CANAL RECEIVED HEARKEN'S 2018 CHAMPIONS OF CURIOSITY AWARDS. AMPLIFIER HOST JONI DEUTSCH WAS A WEBBY AWARD HONOREE. DEUTSCH WAS ALSO RECOGNIZED BY THE UNITED WAY'S YOUNG LEADERS AWARDS AND WAS NAMED TO THE CHARLOTTE AGENDA'S 30 UNDER 30 LIST. WFAE'S SENIOR STAFF WAS HONORED WITH ELECTIONS TO MANY INDUSTRY BOARDS. CEO JOE O'CONNOR WAS ELECTED TO THE NPR BOARD OF DIRECTORS. CHIEF CONTENT OFFICER JU-DON MARSHALL WAS NAMED TO THE JOURNALISM ADVISORY COUNCIL OF THE RELIGION NEWS SERVICE AND THE ADVISORY BOARD FOR REPORT FOR AMERICA. EXECUTIVE DIRECTOR OF MARKETING & ENGAGEMENT, JEFF BUNDY WAS ELECTED TO THE BOARD OF PRADO (PUBLIC RADIO ASSOCIATION OF DEVELOPMENT OFFICERS). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $399,601 | ExpenseAmt |
| Revenue | $42,957 | RevenueAmt |
| Desc | BROADCASTING AND ENGINEERING - EXPENSES ASSOCIATED WITH BROADCAST STUDIOS, TRANSMITTERS, TOWERS, AND ANTENNAS, ENGINEER, IP INTERCONNECTS, SATELLITE FACILITIES, UTILITIES, REPAIR AND MAINTENANCE COSTS FOR STUDIOS, TRANSMITTERS, TOWERS, AND ANTENNAS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $453,208 | ExpenseAmt |
| Desc | PROGRAM INFORMATION - PROMOTION AND OUTREACH ACTIVITIES TO INFORM THE COMMUNITY OF LOCAL NEWS AND EVENTS OF INTEREST TO OUR LISTENERS. COSTS ASSOCIATED WITH HOSTING FORUMS, BRINGING IN PUBLIC RADIO PERSONALITIES TO SPEAK AND OTHER COSTS ASSOCIATED WITH INFORMING OUR LISTENERS BY NEWSLETTERS, E-BLASTS, OUTREACH MATERIALS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,927,814 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 33 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 52 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEAN ZOUTEWELLE | PersonNm |
| Phone | 7045499323 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8801 JM KEYNES DR SUITE 91 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28262 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ROSALYN ALLISON-JACOBS | |||||||
| SECRETARY 2018 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ED WILLIAMS | |||||||
| BOARD CHAIR 2018, BOARD MEMBER 2019 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RONALD LAMBERTH | |||||||
| TREASURER 2018 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD LANCASTER | |||||||
| BOARD MEMBER 2018, TREASURER 2019 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK ETHRIDGE III | |||||||
| VICE CHAIR 2018, BOARD CHAIR 2019 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MOIRA LOCASCIO | |||||||
| BOARD MEMBER 2018, SECRETARY 2019 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NICK WHARTON | |||||||
| BOARD MEMBER 2018, VICE CHAIR 2019 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| GLEN STEWART | |||||||
| BOARD MEMBER 2018 AND 2019 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MEG WHALEN | |||||||
| BOARD MEMBER 2018 AND 2019 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA GREENWELL | |||||||
| BOARD MEMBER 2018 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN SHAW | |||||||
| BOARD MEMBER 2018 AND 2019 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANASA SINEGAL | |||||||
| BOARD MEMBER 2018 AND 2019 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| D SCOTT ANDERSON | |||||||
| BOARD MEMBER 2018 AND 2019 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BILAU SOYLU | |||||||
| BOARD MEMBER 2018 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES JOHNSON | |||||||
| BOARD MEMBER 2018 AND 2019 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN CLODFELTER | |||||||
| BOARD MEMBER 2018 AND 2019 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| COURTNEY STRIBLING | |||||||
| BOARD MEMBER 2018 AND 2019 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WALTER CLARK | |||||||
| BOARD MEMBER 2018 AND 2019 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANGELA OLIVER | |||||||
| BOARD MEMBER 2018 AND 2019 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARON BLALOCK | |||||||
| BOARD MEMBER 2018 AND 2019 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY TABOR ENGEL | |||||||
| BOARD MEMBER 2018 AND 2019 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DICK SESLER | |||||||
| BOARD MEMBER 2018 AND 2019 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSE VEGA | |||||||
| BOARD MEMBER 2019 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GENE COCHRANE | |||||||
| BOARD MEMBER 2019 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GABRIELLA D CHAPMAN | |||||||
| BOARD MEMBER 2019 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| H JOSEPH O' CONNOR | |||||||
| PRESIDENT AND CEO | 50.00 | Yes (X) | Yes (X) | $218,301 | $0 | $19,036 | |
| JEAN ZOUTEWELLE | |||||||
| CHIEF OPERATING AND FINANCIAL OFFICER | 50.00 | Yes (X) | $140,776 | $0 | $15,136 | ||
| JEFF BUNDY | |||||||
| EXECUTIVE DIRECTOR OF BRANDING AND ENGAGEMENT | 50.00 | $137,442 | $0 | $14,802 | Yes (X) | ||
| JU-DON MARSHALL | |||||||
| CHIEF CONTENT OFFICER | 50.00 | $128,987 | $0 | $12,427 | Yes (X) | ||
| JOBIE SPRINKLE | |||||||
| DIRECTOR OF IT/ENGINEERING | 50.00 | $100,232 | $0 | $12,823 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $725,738 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $74,224 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | 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 |
|---|---|---|---|---|---|
| MARKET ENGINUITY | |||||
| 3131 E CLARENDON AVE STE 105 | PHOENIX | AZ | 85016 | UNDERWRITING SALES - OUTSOURCED | $735,788 |
| WGBH EDUCATIONAL FOUNDATION | |||||
| PO BOX 414670 | BOSTON | MA | 02241 | MAIL SOLICITATION | $207,996 |
| ALLEGIANCE FUNDRAISING LLC | |||||
| PO BOX 9312 | FARGO | ND | 58106 | MAIL SOLICITATION | $129,880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $343,490 | GovernmentGrantsAmt |
| All Other Contributions | $6,494,739 | AllOtherContributionsAmt |
| Noncash Contributions | $120,095 | NoncashContributionsAmt |
| Total Contributions | $6,838,229 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $124,907 | TotalRevenueColumnAmt |
| Exclusion | $124,907 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $34,376 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $34,376 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,376 | TotalRevenueColumnAmt |
| Exclusion | $34,376 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,025,891 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $794,246 | SecuritiesAmt |
| Other | $342 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $231,645 | SecuritiesAmt |
| Other | -$342 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $231,303 | TotalRevenueColumnAmt |
| Exclusion | $231,303 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $180,497 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $87,144 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $93,353 | TotalRevenueColumnAmt |
| Exclusion | $93,353 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DATA CHANNELS | 519100 | $8,582 | $8,582 |
| MISCELLANEOUS REVENUE | 900099 | $12 | $12 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,594 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,330,762 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,594 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $483,939 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,531 | TotalAmt |
| Program Services | $115,392 | ProgramServicesAmt |
| Management And General | $215,260 | ManagementAndGeneralAmt |
| Fundraising | $72,879 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,588,798 | TotalAmt |
| Program Services | $1,783,082 | ProgramServicesAmt |
| Management And General | $389,231 | ManagementAndGeneralAmt |
| Fundraising | $416,485 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,526 | TotalAmt |
| Program Services | $83,140 | ProgramServicesAmt |
| Management And General | $18,009 | ManagementAndGeneralAmt |
| Fundraising | $12,377 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,509 | TotalAmt |
| Program Services | $130,456 | ProgramServicesAmt |
| Management And General | $26,466 | ManagementAndGeneralAmt |
| Fundraising | $21,587 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,201 | TotalAmt |
| Program Services | $127,417 | ProgramServicesAmt |
| Management And General | $48,883 | ManagementAndGeneralAmt |
| Fundraising | $28,901 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,106 | TotalAmt |
| Management And General | $7,106 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,872 | TotalAmt |
| Program Services | $1,802 | ProgramServicesAmt |
| Management And General | $4,070 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,500 | TotalAmt |
| Management And General | $21,500 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $803,830 | TotalAmt |
| Fundraising | $803,830 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,952 | TotalAmt |
| Management And General | $11,952 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,541 | TotalAmt |
| Program Services | $73,295 | ProgramServicesAmt |
| Management And General | $134 | ManagementAndGeneralAmt |
| Fundraising | $9,112 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,898 | TotalAmt |
| Program Services | $121,911 | ProgramServicesAmt |
| Management And General | $4,108 | ManagementAndGeneralAmt |
| Fundraising | $105,879 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,465 | TotalAmt |
| Program Services | $2,873 | ProgramServicesAmt |
| Management And General | $12,303 | ManagementAndGeneralAmt |
| Fundraising | $7,289 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,174 | TotalAmt |
| Program Services | $80,069 | ProgramServicesAmt |
| Management And General | $7,000 | ManagementAndGeneralAmt |
| Fundraising | $75,105 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $371,900 | TotalAmt |
| Program Services | $296,182 | ProgramServicesAmt |
| Management And General | $47,035 | ManagementAndGeneralAmt |
| Fundraising | $28,683 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,810 | TotalAmt |
| Program Services | $26,938 | ProgramServicesAmt |
| Management And General | $29,871 | ManagementAndGeneralAmt |
| Fundraising | $19,001 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,201 | TotalAmt |
| Program Services | $14,194 | ProgramServicesAmt |
| Management And General | $13,390 | ManagementAndGeneralAmt |
| Fundraising | $3,617 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $950 | TotalAmt |
| Management And General | $950 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,541 | TotalAmt |
| Program Services | $68,019 | ProgramServicesAmt |
| Management And General | $3,143 | ManagementAndGeneralAmt |
| Fundraising | $2,379 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,188 | TotalAmt |
| Program Services | $26,982 | ProgramServicesAmt |
| Management And General | $13,357 | ManagementAndGeneralAmt |
| Fundraising | $4,849 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM FEES | $877,021 | $877,021 | ||
| POSTAGE & PRINTING/BIND | $259,306 | $7,639 | $1,396 | $250,271 |
| BAD DEBT | $201,230 | $201,230 | ||
| BANK AND TRANSACTION FE | $98,528 | $1,710 | $6,903 | $89,915 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,117 | TotalAmt |
| Program Services | $89,692 | ProgramServicesAmt |
| Management And General | $21,779 | ManagementAndGeneralAmt |
| Fundraising | $38,646 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,023,695 | TotalAmt |
| Program Services | $3,927,814 | ProgramServicesAmt |
| Management And General | $903,846 | ManagementAndGeneralAmt |
| Fundraising | $2,192,035 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $465,050 | BOYAmt |
| EOY | $638,552 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,470 | BOYAmt |
| EOY | $508,950 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $900,041 | BOYAmt |
| EOY | $968,279 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,525 | BOYAmt |
| EOY | $401,855 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,303 | BOYAmt |
| EOY | $202,302 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,765 | BOYAmt |
| EOY | $167,531 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,544,801 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,182,402 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $390,491 | BOYAmt |
| EOY | $362,399 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,981,553 | BOYAmt |
| EOY | $3,297,491 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,192 | BOYAmt |
| EOY | $5,009 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,394,390 | BOYAmt |
| EOY | $6,552,368 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $435,504 | BOYAmt |
| EOY | $329,206 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,653 | BOYAmt |
| EOY | $49,194 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $90,320 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $502,157 | BOYAmt |
| EOY | $468,720 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,763,419 | BOYAmt |
| EOY | $4,879,035 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,128,814 | BOYAmt |
| EOY | $1,204,613 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,892,233 | BOYAmt |
| EOY | $6,083,648 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,394,390 | BOYAmt |
| EOY | $6,552,368 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $307,067 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$121,607 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $5,954 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $4,688,512 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,871,329 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,851,342 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,536,262 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,915,759 | CurrentTaxYearAmt |
| Total | $28,863,204 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,688,512 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,871,329 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,851,342 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,536,262 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,915,759 | CurrentTaxYearAmt |
| Total | $28,863,204 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $28,863,204 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $157,534 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $149,404 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $133,608 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $161,617 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $159,283 | CurrentTaxYearAmt |
| Total | $761,446 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $29,624,650 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $50,419 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97430 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95570 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,432 | OtherCostOrOtherBasisAmt |
| Book Value | $28,432 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,017 | OtherCostOrOtherBasisAmt |
| Depreciation | $69,816 | DepreciationAmt |
| Book Value | $2,201 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $104,097 | OtherCostOrOtherBasisAmt |
| Depreciation | $96,660 | DepreciationAmt |
| Book Value | $7,437 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,022,211 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,725,188 | DepreciationAmt |
| Book Value | $297,023 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $318,044 | OtherCostOrOtherBasisAmt |
| Depreciation | $290,738 | DepreciationAmt |
| Book Value | $27,306 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $362,399 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,393,246 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$121,607 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $108,557 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $87,485 | OtherRevenueAmt |
| Revenue Not Reported | $74,435 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,318,811 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $11,952 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $11,952 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,330,763 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,201,830 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $102,602 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $87,485 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $190,087 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,011,743 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $11,952 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $11,952 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,023,695 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN RECOGNIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION RECORDS LIABILITIES FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN WHEN THOSE POSITIONS ARE DEEMED UNCERTAIN TO BE UPHELD IN AN EXAMINATION BY TAXING AUTHORITIES. NO LIABILITIES FOR UNCERTAIN INCOME TAX POSITIONS WERE RECORDED AS OF JUNE 30, 2019 AND 2018. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES 87,143. RECLASSIFIED LOSS ON SALE OF ASSETS 342. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES 87,143. RECLASSIFIED LOSS ON SALE OF ASSET 342. |
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 |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| MARKET ENGINUITY | ||||||||
| 3131 E CLARENDON AVE STE 105 | PHOENIX | AZ | 85016 | UNDERWRITING | 0 | $2,550,551 | $813,383 | $1,737,167 |
| ALLEGIANCE FUNDRAISING LLC | ||||||||
| PO BOX 9132 | FARGO | ND | 58106 | MAIL SOLICITATIONS | 0 | $421,971 | $239,624 | $182,347 |
| FALCON FUNDRAISING INCORPORATED | ||||||||
| 1690 WATERTOWER PLACE SUITE 400A | EAST LANSING | MI | 48823 | TELEMARKETING | 0 | $101,131 | $17,031 | $84,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $3,073,653 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $1,070,038 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $2,003,614 | TotalNetToOrganizationAmt |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $136,125 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $136,125 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $4,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $27,105 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $37,538 | OtherDirectExpensesEvent1Amt |
| Event2 | SQUAWKS | Event2Nm |
| Gross Receipts Event2 | $23,782 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $23,782 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $2,807 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $39 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $20,590 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $20,590 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $2,400 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $4,192 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $9,063 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $180,497 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $180,497 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,400 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $34,104 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $46,640 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $87,144 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $93,353 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| H JOSEPH O' CONNOR | ||||||||||||||
| PRESIDENT AND CEO | $193,301 | $0 | $25,000 | $0 | $0 | $0 | $11,696 | $0 | $7,340 | $0 | $237,337 | $0 | $0 | $0 |
| JEAN ZOUTEWELLE | ||||||||||||||
| CHIEF OPERATING AND FINANCIAL OFFICE | $133,426 | $0 | $7,350 | $0 | $0 | $0 | $8,153 | $0 | $6,983 | $0 | $155,912 | $0 | $0 | $0 |
| JEFF BUNDY | ||||||||||||||
| EXECUTIVE DIRECTOR OF BRANDING AND E | $132,942 | $0 | $4,500 | $0 | $0 | $0 | $7,977 | $0 | $6,825 | $0 | $152,244 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $60,803 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | HIGH/LOW METHOD | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | FUNDRAISING SUPPLIES | 16 | $54,647 | FAIR MARKET VALUE |
| Yes (X) | STAFF EVENT FOOD | 1 | $4,058 | FAIR MARKET VALUE |
| Yes (X) | CONFERENCE | 1 | $587 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES WELLS FARGO ADVISORS TO ACCEPT AND SELL DONATED PUBLICLY TRADED SECURITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE OFFICERS APPOINTED BY THE BOARD OF DIRECTORS, AS PROVIDED IN ARTICLE IV, SECTION 1, TOGETHER WITH THE PRESIDENT AND CEO, SHALL CONSTITUTE THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE BUSINESS OF THE FOUNDATION BETWEEN THE MEETINGS OF THE BOARD, SUBJECT TO THE LIMITATIONS ON COMMITTEE AUTHORITY SET FORTH IN CHAPTER 55A. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM WITH ASSISTANCE AND OVERSIGHT BY MANAGEMENT. UPON COMPLETION AND REVIEW BY MANAGEMENT, THE FORM 990 IS EMAILED TO EACH BOARD MEMBER AND THE AUDIT/FINANCE COMMITTEE APPROVES THE FORM BEFORE FILING THE FORM 990 WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | A SIGNED CONFLICT OF INTEREST STATEMENT IS REQUIRED FROM EACH MEMBER OF THE BOARD OF DIRECTORS ANNUALLY. THE SIGNED STATEMENTS ARE MONITORED AND FILED BY THE CEO'S EXECUTIVE ASSISTANT. THE CEO'S EXECUTIVE ASSISTANT INFORMS THE PRESIDENT AND CEO AND THE GOVERNANCE COMMITTEE CHAIR IF A STATEMENT IS NOT RECEIVED. THE CHIEF OPERATING AND FINANCIAL OFFICER AND THE PRESIDENT AND CEO MONITOR ALL OF THE FINANCIAL TRANSACTIONS, CONTRACTS, AND CONTRIBUTORS. THE GOVERNANCE COMMITTEE AND AUDIT COMMITTEE ARE NOTIFIED IF A CONFLICT IS NOTED. AN UNSIGNED STATEMENT IS CAUSE FOR REMOVAL FROM THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION FOR THE PRESIDENT AND CEO OF UNIVERSITY RADIO FOUNDATION, INC (WFAE) IS DETERMINED BY THE EXECUTIVE COMMITTEE AFTER RECEIVING A RECOMMENDATION FROM THE COMPENSATION COMMITTEE. THE COMPENSATION POLICY INCLUDES AN ANNUAL PERFORMANCE BASED EVALUATION. THE COMPENSATION COMMITTEE POSITIONS TOTAL COMPENSATION COMPARABLE TO A SURVEY PRODUCED BY THE CORPORATION FOR PUBLIC BROADCASTING THAT IS REPRESENTATIVE OF NON-PROFIT BROADCASTING ORGANIZATIONS WITH SIMILAR MARKET SIZE AND OWNERSHIP. COMPENSATION FOR SENIOR STAFF IS DETERMINED BY A PERFORMANCE BASED EVALUATION CONDUCTED BY THE PRESIDENT AND CEO. |
| FORM 990, PART VI, SECTION C, LINE 18 | DOCUMENTS ARE AVAILABLE AT WFAE.ORG AND ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE AT WFAE.ORG AND ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |