MIKVA CHALLENGE GRANT FOUNDATION INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MIKVA CHALLENGE GRANT FOUNDATION INC (EIN 52-2033353)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-02-25
- IRS object ID
- 202040569349300524
- 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 | 2020-02-25T10:23:35-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362938874 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSTROW REISIN BERK & ABRAMS LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 N CITYFRONT PLAZA DR SUITE 1500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | 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 | 522033353 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIKVA CHALLENGE GRANT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIKV | BusinessNameControlTxt |
| Phone | 3128636340 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 S MICHIGAN SUITE 1000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN BRADY | PersonNm |
| Person Title | NATIONAL DIRECTOR | PersonTitleTxt |
| Phone | 3128636340 | PhoneNum |
| Signature | 2020-02-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES G QUAID | PreparerPersonNm |
| PTIN | P00641738 | PTIN |
| Phone | 3126707444 | PhoneNum |
| Preparation | 2020-02-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.55.26.181 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-02-20 | IPDt |
| IP Tm | 13:23:15 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 62071EF7CBA15931A8125C56E0489CC4412CFD5D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRIAN BRADY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 S MICHIGAN SUITE 1000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,933,565 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MIKVACHALLENGE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | MIKVA CHALLENGE DEVELOPS YOUTH TO BE EMPOWERED, INFORMED, AND ACTIVE CITIZENS WHO WILL PROMOTE A JUST AND EQUITABLE SOCIETY. THROUGH ITS WORK, MIKVA CHALLENGE LOOKS TO BUILD A STRONGER, INCLUSIVE DEMOCRACY THAT VALUES YOUTH VOICE. ITS PROGRAM SERVES OVER 20,000 MIDDLE AND HIGH SCHOOL AGE STUDENTS LOCATED IN CHICAGO, WASHINGTON DC AND LOS ANGELES, AND PROVIDES TRAINING AND MATERIALS FOR EDUCATORS IN ACTION CIVICS IN STATES ACROSS THE COUNTRY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 195 | TotalEmployeeCnt |
| Total Volunteers | 190 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,262,103 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,848,184 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $866,616 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,005,069 | CYProgramServiceRevenueAmt |
| PY Investment Income | $33,486 | PYInvestmentIncomeAmt |
| CY Investment Income | $37,424 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$77,827 | PYOtherRevenueAmt |
| CY Other Revenue | -$131,235 | CYOtherRevenueAmt |
| PY Total Revenue | $4,084,378 | PYTotalRevenueAmt |
| CY Total Revenue | $3,759,442 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $174,458 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $214,973 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,382,322 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,835,472 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $702,390 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,175,356 | PYOtherExpensesAmt |
| CY Other Expenses | $1,574,988 | CYOtherExpensesAmt |
| PY Total Expenses | $3,732,136 | PYTotalExpensesAmt |
| CY Total Expenses | $4,625,433 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $352,242 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$865,991 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,911,517 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,057,892 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $350,537 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $287,523 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,560,980 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,770,369 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,579,608 | ExpenseAmt |
| Grant | $214,972 | GrantAmt |
| Desc | POLICYMAKING PROGRAM - MIKVA CHALLENGE WORKS WITH STUDENTS AND PUBLIC OFFICIALS TO FACILITATE YOUTH POLICY COUNCILS THAT HELP CITY LEADERS CREATE AND IMPLEMENT MORE EFFECTIVE PUBLIC POLICY IN REGARDS TO YOUTH. USING OUR "THINK TANK" SUMMER PROCESS, YOUNG PEOPLE RESEARCH INTENSIVELY A CURRENT ISSUE OR PROBLEM FACING A CITY DEPARTMENT OR LEADER (I.E. THE MAYOR, THE HEALTH COMMISSONER, THE SUPT. OF SCHOOLS) AND CREATE POLICY RECOMMENDATIONS ON THIS TOPIC. THE POLICY SOLUTIONS ARE THEN DISCUSSED WITH THE KEY DECISION MAKER AND TOGETHER THE YOUTH AND ADULT PARTNER WORK ON IMPLEMENTING SOME OF THE POLICY RECOMMENDATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $912,585 | ExpenseAmt |
| Revenue | $1,005,069 | RevenueAmt |
| Desc | ACTIVISM PROGRAM - MIKVA CHALLENGE'S ISSUES TO ACTION PROGRAM PROVIDES OVER 15,000 STUDENTS A YEAR WITH HANDS-ON EXPERIENCE IN WORKING FOR COMMUNITY IMPROVEMENT ON ISSUES THE STUDENTS IDENTIFY. THE STUDENTS FOLLOW A 6 STEP PROCESS THAT LEADS FROM COMMUNITY ANALYSIS TO COMMUNITY RESEARCH AND THEN CULMINATES WITH CIVIC ACTION. EMBEDDED IN THE ISSUES TO ACTION PROCESS ARE OPPORTUNITIES FOR YOUNG PEOPLE TO SPEAK OUT ON ISSUES OF CONCERN, MEET WITH PUBLIC OFFICIALS AND ISSUE EXPERTS, AND COLLABORATE WITH CLASSMATES TO IMPROVE THEIR SCHOOLS AND COMMUNITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $657,401 | ExpenseAmt |
| Desc | CENTER FOR ACTION CIVICS (CFAC) - THE MIKVA CENTER FOR ACTION CIVICS IS THE EXPANSION, TRAINING AND CURRICULA ANCHOR FOR THE ORGANIZATION. CFAC CREATES AND UPDATES MIKVA CURRICULA, FACILITATES CONFERENCES AND PROFESSIONAL COALITIONS, AND PROMOTES THE IMPACTS OF MIKVA ACTION CIVICS TO EDUCATORS ACROSS THE COUNTRY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $344,312 | ExpenseAmt |
| Desc | ELECTIONS PROGRAM - MIKVA CHALLENGE'S ELECTORAL ENGAGEMENT PROGRAMS FOCUS STUDENTS ON CURRENT EVENTS ISSUES, STUDENTS IDENTIFYING AND ARTICULATING THEIR OWN PERSONAL POLITICAL BELIEFS, AND HANDS ON INTERACTION WITH THE ELECTORAL PROCESS THROUGH DEBATE WATCH PARTIES, POLL WORK, VOTER REGISTRATION, VOTER EDUCATION, CANDIDATE FORUMS, AND CAMPAIGN VOLUNTEERING. MIKVA'S ELECTIONS IN ACTION AND NEWS. VOICE. POWER. CURRICULA ANCHOR THIS PROGRAM AND HELP GUIDE THE TEACHERS AS THEY FACILITATE THIS PROGRAM. OVER 4,000 STUDENTS PARTICIPATE IN THIS EFFORT ANNUALLY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $344,312 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $3,493,906 | 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 | Yes (1) | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 63 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 195 | 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAMILLE RAMPERSAUD | PersonNm |
| Phone | 3128636340 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 S MICHIGAN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DR LAUREN JONES YOUNG | ||||||
| BOARD CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JACK MARCO | ||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK ROSENBERG | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEFANIE CRUZ | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AMY SINGH | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROHAN BARRETT | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PETER PALANDJIAN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CYNTHIA CINDI CANARY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREA JETT FLETCHER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SAUL SARABIA | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ETHAN FALK | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RANDY KINDER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PAMELA SILBERMAN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PETER BARBER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AMY MILLS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN BRADY | ||||||
| NATIONAL DIRECTOR | 50.00 | Yes (X) | $119,207 | $0 | $3,600 | |
| MICHELLE MORALES | ||||||
| CEO | 50.00 | Yes (X) | $123,338 | $0 | $3,763 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $242,545 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $7,363 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,068,955 | FundraisingAmt |
| All Other Contributions | $1,779,229 | AllOtherContributionsAmt |
| Total Contributions | $2,848,184 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT SERVICES | Desc |
| Business | 541610 | BusinessCd |
| Total Revenue Column | $1,005,069 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,005,069 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,005,069 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,424 | TotalRevenueColumnAmt |
| Exclusion | $37,424 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $31,700 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,068,955 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $174,123 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$142,423 | TotalRevenueColumnAmt |
| Exclusion | -$142,423 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $11,188 | TotalRevenueColumnAmt |
| Exclusion | $11,188 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,188 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,759,442 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,005,069 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$93,811 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,606 | TotalAmt |
| Program Services | $76,606 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,367 | TotalAmt |
| Program Services | $138,367 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,753 | TotalAmt |
| Program Services | $190,174 | ProgramServicesAmt |
| Management And General | $23,624 | ManagementAndGeneralAmt |
| Fundraising | $45,955 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,158,155 | TotalAmt |
| Program Services | $1,625,897 | ProgramServicesAmt |
| Management And General | $180,615 | ManagementAndGeneralAmt |
| Fundraising | $351,643 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,192 | TotalAmt |
| Program Services | $28,300 | ProgramServicesAmt |
| Management And General | $1,528 | ManagementAndGeneralAmt |
| Fundraising | $4,364 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,220 | TotalAmt |
| Program Services | $173,995 | ProgramServicesAmt |
| Management And General | $9,395 | ManagementAndGeneralAmt |
| Fundraising | $26,830 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,152 | TotalAmt |
| Program Services | $143,314 | ProgramServicesAmt |
| Management And General | $7,739 | ManagementAndGeneralAmt |
| Fundraising | $22,099 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,005 | TotalAmt |
| Program Services | $3,978 | ProgramServicesAmt |
| Management And General | $5,027 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,831 | TotalAmt |
| Management And General | $57,831 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,972 | TotalAmt |
| Program Services | $276,181 | ProgramServicesAmt |
| Management And General | $48,272 | ManagementAndGeneralAmt |
| Fundraising | $64,519 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,366 | TotalAmt |
| Program Services | $6,269 | ProgramServicesAmt |
| Management And General | $1,037 | ManagementAndGeneralAmt |
| Fundraising | $20,060 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,034 | TotalAmt |
| Program Services | $43,422 | ProgramServicesAmt |
| Management And General | $6,654 | ManagementAndGeneralAmt |
| Fundraising | $26,958 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,065 | TotalAmt |
| Program Services | $9,194 | ProgramServicesAmt |
| Management And General | $1,636 | ManagementAndGeneralAmt |
| Fundraising | $1,235 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,870 | TotalAmt |
| Program Services | $232,087 | ProgramServicesAmt |
| Management And General | $10,018 | ManagementAndGeneralAmt |
| Fundraising | $25,765 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,980 | TotalAmt |
| Program Services | $251,611 | ProgramServicesAmt |
| Management And General | $19,256 | ManagementAndGeneralAmt |
| Fundraising | $12,113 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,394 | TotalAmt |
| Program Services | $7,589 | ProgramServicesAmt |
| Management And General | $688 | ManagementAndGeneralAmt |
| Fundraising | $1,117 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,161 | TotalAmt |
| Program Services | $22,707 | ProgramServicesAmt |
| Management And General | $4,480 | ManagementAndGeneralAmt |
| Fundraising | $1,974 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,113 | TotalAmt |
| Program Services | $2,113 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| WORKSHOP & PROG EVENTS | $227,748 | $221,909 | $5,839 | |
| SPECIAL EVENTS | $76,849 | $566 | $76,283 | |
| PROVISION FOR UNCOLLECT | $40,000 | $40,000 | ||
| DUES AND SUBSCRIPTIONS | $32,099 | $8,510 | $12,252 | $11,337 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,501 | TotalAmt |
| Program Services | $31,117 | ProgramServicesAmt |
| Fundraising | $3,384 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,625,433 | TotalAmt |
| Program Services | $3,493,906 | ProgramServicesAmt |
| Management And General | $429,137 | ManagementAndGeneralAmt |
| Fundraising | $702,390 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,240,805 | BOYAmt |
| EOY | $529,696 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,106,590 | BOYAmt |
| EOY | $751,152 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,230 | BOYAmt |
| EOY | $189,924 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,379 | BOYAmt |
| EOY | $167,219 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $246,525 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $178,088 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,228 | BOYAmt |
| EOY | $68,437 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,240,285 | BOYAmt |
| EOY | $1,351,464 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,911,517 | BOYAmt |
| EOY | $3,057,892 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,564 | BOYAmt |
| EOY | $207,610 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,833 | BOYAmt |
| EOY | $18,429 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,140 | BOYAmt |
| EOY | $61,484 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,537 | BOYAmt |
| EOY | $287,523 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,137,522 | BOYAmt |
| EOY | $1,708,782 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,423,458 | BOYAmt |
| EOY | $1,061,587 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,560,980 | BOYAmt |
| EOY | $2,770,369 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,911,517 | BOYAmt |
| EOY | $3,057,892 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$865,991 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $75,380 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,458,597 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,919,339 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,736,111 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,262,103 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,848,184 | CurrentTaxYearAmt |
| Total | $15,224,334 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,458,597 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,919,339 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,736,111 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,262,103 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,848,184 | CurrentTaxYearAmt |
| Total | $15,224,334 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,527,064 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,697,270 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,495 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,394 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,597 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,486 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,424 | CurrentTaxYearAmt |
| Total | $160,396 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,036 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,697 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,182 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,188 | CurrentTaxYearAmt |
| Total | $46,953 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,431,683 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,092,618 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88760 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86780 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,452,860 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $104,042 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,556,902 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,345,702 | BeginningYearBalanceAmt |
| Contributions | $121,500 | ContributionsAmt |
| Investment Earnings Or Losses | -$14,342 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,452,860 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,238,331 | BeginningYearBalanceAmt |
| Contributions | $117,287 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,916 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,345,702 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,005,979 | BeginningYearBalanceAmt |
| Contributions | $159,322 | ContributionsAmt |
| Investment Earnings Or Losses | $73,030 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,238,331 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $925,376 | BeginningYearBalanceAmt |
| Contributions | $22,003 | ContributionsAmt |
| End Year Balance | $947,379 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,560 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,477 | DepreciationAmt |
| Book Value | $9,083 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $206,235 | OtherCostOrOtherBasisAmt |
| Depreciation | $165,631 | DepreciationAmt |
| Book Value | $40,604 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,730 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,980 | DepreciationAmt |
| Book Value | $18,750 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $68,437 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $61,484 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $61,484 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,834,822 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $75,380 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $75,380 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,759,442 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,759,442 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,625,433 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,625,433 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,625,433 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE GENERAL ENDOWMENT FUND IS DESIGNATED BY THE BOARD OF DIRECTORS TO SUPPORT THE MISSION OF THE FOUNDATION INCLUDING PROGRAMS AT THE WASHINGTON, D.C. CHAPTER. THE AB AND ZOE LEGACY FUND IS AN ENDOWMENT FUND DESIGNATED BY THE BOARD OF DIRECTORS TO SUPPORT THE ELECTIONS PROGRAM. SINCE THE AMOUNTS IN THE ENDOWMENT FUNDS RESULTED FROM AN INTERNAL DESIGNATION AND ARE NOT DONOR-RESTRICTED, THE BOARD-DESIGNATED ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED AS UNRESTRICTED NET ASSETS. THE FOUNDATION HAS A SPENDING POLICY THAT ALL OR A PORTION OF THE INCOME AND/OR CAPITAL APPRECIATION FROM THE ENDOWMENT FUNDS WILL BE USED TO SUPPORT THE PROGRAMS AND OPERATING EXPENSES OF THE FOUNDATION OR IN THE CASE OF THE AB AND ZOE LEGACY FUND, TO SUPPORT THE ELECTIONS PROGRAM. THIS IS CONSISTENT WITH THE FOUNDATION'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH INVESTMENT RETURN. TO ACHIEVE THAT OBJECTIVE, THE FOUNDATION HAS ADOPTED AN INVESTMENT POLICY THAT ATTEMPTS TO MAXIMIZE TOTAL RETURN CONSISTENT WITH AN ACCEPTABLE LEVEL OF RISK. THE GENERAL ENDOWMENT FUND IS INVESTED IN THE VANGUARD INTERMEDIATE-TERM BOND INDEX FUND AND THE VANGUARD SHORT-TERM TREASURY INDEX FUND. THE AB AND ZOE LEGACY FUND IS INCLUDED IN THE VANGUARD SHORT-TERM BOND INDEX FUND AND THE REMAINING AMOUNTS ARE INCLUDED IN CASH AND WILL BE INVESTED IN THE FUTURE. |
| PART X, LINE 2: | THE FOUNDATION IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. IN ADDITION, THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FOUNDATION IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECION 509(A) OF THE CODE. THE FOUNDATION HAS ADOPTED THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND MANAGEMENT HAS DETERMINED THAT THE FOUNDATION WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2019 AND 2018. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING BENEFIT | Event1Nm |
| Gross Receipts Event1 | $672,384 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $659,084 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $13,300 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $50,992 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $75,226 | OtherDirectExpensesEvent1Amt |
| Event2 | SUMMER EVENT | Event2Nm |
| Gross Receipts Event2 | $247,891 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $247,891 | CharitableContriEvent2Amt |
| Food And Beverage Event2 | $22,922 | FoodAndBeverageEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $180,380 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $161,980 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $18,400 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $24,983 | FoodAndBeverageOtherEventsAmt |
| Gross Receipts Total | $1,100,655 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,068,955 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $31,700 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $98,897 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $75,226 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $174,123 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$142,423 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| GRANTS TO TEACHERS | 183 | $71,005 |
| GRANTS TO INDIVIDUALS | 236 | $67,362 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MINI-GRANTS ARE A PROCESS WHERE SCHOOLS SUBMIT A PROJECT AND BUDGET FOR APPROVAL BY OUR YOUTH PHILANTHROPY STUDENTS AND STAFF. EACH PROJECT IS EVALUATED BY STUDENTS AND BUDGETS ARE REVIEWED FOR EACH PROJECT. THE MINI-GRANTS ARE APPROVED BY A COMMITTEE AND AN AWARD LETTER IS SENT FOR SIGNATURE. IF THE PROJECT IS APPROVED AN AWARD LETTER IS SENT STIPULATING THE AWARD AMOUNT AND MIKVA CHALLENGE CAN VERIFY AT ANY TIME. MANY OF THE PROJECTS CULMINATE AT OUR ACTION CIVICS SHOWCASE, HOWEVER THERE ARE OTHERS THAT ARE SCHOOL-BASED AND CONTINUE INTO THE SCHOOL YEAR. FUNDS ARE DISTRIBUTED FOR THE AWARDS AND RECEIPTS MUST BE KEPT BY THE GRANTEE. PROJECTS CONTAIN A BUDGET. TEACHER GRANTS ARE GIVEN BASED ON PARTICIPATION IN OUR ELECTIONS, ACTION CIVICS SHOWCASE AND/OR OUR SOAPBOAX. AGREEMENTS ARE SIGNED BY THE TEACHER WITH DELIVERABLES AND SIGNED OFF BY PRINCIPALS. EACH TEACHER RECEIVES THEIR TEACHER GRANT AT THE END OF EACH PROGRAM CYCLE. STAFF WORK WITH INDIVIDUAL TEACHERS ON THE COMPONENTS OUTLINED IN THE AGREEMENT TO ENSURE THE DELIVERABLES ARE MET. STUDENT STIPENDS ARE PAID TO STUDENTS DURING THE SCHOOL YEAR FOR THEIR PARTICIPATION ON OUR YOUTH COUNCILS AND DECISION MAKER MEETINGS. THE STIPEND AMOUNT IS BASED ON ATTENDANCE AND PARTICIPATION. IT CAN BE PRORATED BASED ON THESE VALUES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | MIKVA CHALLENGE CHICAGO - MIKVA CHALLENGE CHICAGO IS THE FOUNDING CHAPTER OF THE ORGANIZATION. AS MIKVA CHALLENGE'S FLAGSHIP OFFICE, MIKVA CHALLENGE CHICAGO PARTNERS WITH 80 HIGH SCHOOLS AND TRAINS OVER 110 TEACHERS ANNUALLY. THE "IN-CLASSROOM" PROGRAMMING IMPACTS OVER 7,000 STUDENTS ANNUALLY. THE CHICAGO CHAPTER IS ALSO HOME TO 7 YOUTH COUNCILS - 5 ARE CITYWIDE AND 2 ARE NEIGHBORHOOD-FOCUSED, EMPLOYING AND IMPACTING OVER 200 YOUTH ANNUALLY. ITS COUNCILS WORK ON ISSUES WITH KEY DECISION MAKERS IN CHICAGO SUCH AS EDUCATION, HEALTH, SAFETY, YOUTH AND COMMUNITY POLICING AND JUVENILE JUSTICE. MIKVA'S YOUNG PEOPLE ADVISE THE MAYOR OF THE CITY OF CHICAGO, COOK COUNTY BOARD PRESIDENT, COMMISSIONER OF CHICAGO DEPARTMENT OF PUBLIC HEALTH, CEO OF THE CHICAGO HOUSING AUTHORITY AND OTHER KEY STAKEHOLDERS. ITS ELECTIONS PROGRAM INTRODUCES STUDENTS TO THE ELECTION PROCESS. OVER 1,800 MIKVA-TRAINED STUDENTS ACT AS POLLING JUDGES EACH ELECTION CYCLE. ITS SUMMER FELLOWS PROGRAM PLACES OVER 60 YOUTH IN ALDERMANIC AND OTHER ELECTED OFFICIALS' OFFICES. ACTIONS CIVICS LA - MODELED AFTER PROGRAMMING IN CHICAGO, ACTION CIVICS LA WORKS WITH 25 MIDDLE AND HIGH SCHOOLS IN LOS ANGELES AND ORANGE COUNTIES IMPLEMENTING ISSUES TO ACTION, ELECTIONS IN ACTION, AND YOUTH LEADERSHIP WORKSHOPS. THE LA CHAPTER IMPACTS OVER 1,900 STUDENTS ANNUALLY. ACTION CIVICS WAS LAUNCHED IN 2014. MIKVA CHALLENGE DC - MODELED AFTER THE SUCCESSFUL CIVIC ENGAGEMENT PROGRAMMING DEVELOPED FOR YOUTH IN CHICAGO, MIKVA CHALLENGE DC PARTNERS WITH 23 LOCAL MIDDLE AND HIGH SCHOOLS TO IMPLEMENT OUR ISSUES TO ACTION, ELECTIONS IN ACTION AND SUMMER FELLOWS PROGRAMS IN WASHINGTON, DC. THE DC CHAPTER IMPACTS ALMOST 1,200 STUDENTS ANNUALLY. MIKVA CHALLENGE DC WAS LAUNCHED IN 2015. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE CHANGES MADE TO THE BYLAWS WERE TO CREATE A NATIONAL BOARD FOR MIKVA CHALLENGE GRANT FOUNDATION, INC AND TO CHANGE THE NUMBER AND ELECTION OF BOARD MEMBERS. THE AMENDMENT ALSO ADDRESSED THE BOARD'S POWER TO CREATE ADVISORY BOARDS AND ACKNOWLEDGED THE FOUNDING "CHAPTERS" (REGIONS). |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE NATIONAL DIRECTOR, CEO, AND THE OPERATIONS DIRECTOR. THEN COPIES OF THE FORM 990 ARE SENT OUT TO THE EXECUTIVE COMMITTEE AND THE FINANCE COMMITTEE CHAIR, AND THEN TO THE ENTIRE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS SIGN A CONFLICT OF INTEREST FORM WHEN THEY JOIN THE BOARD. ANNUALLY, MIKVA CHALLENGE REVIEWS INFORMATION TO DETERMINE IF ANY CONFLICT EXISTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD MEETS TO DISCUSS AND DELIBERATE THE PERFORMANCE REVIEWS FOR THE NATIONAL DIRECTOR AND THE CEO. THE EXECUTIVE COMMITTEE EVALUATES FISCAL PERFORMANCE AS WELL AS OTHER FACTORS. THE EXECUTIVE COMMITTEE MAKES A SALARY RECOMMENDATION BASED ON PERFORMANCE AND IN LINE WITH THE MARKET FOR AN ORGANIZATION OF SIMILAR SIZE. THE BOARD OF DIRECTORS APPROVE ANY INCREASES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |