ROADTRIP NATION LTD: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROADTRIP NATION LTD (EIN 26-3889207)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202043189349306014
- Schema version
- 2019v5.1
- 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 | 2020-11-13T14:02:26-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953001179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 87 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 908010087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263889207 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROADTRIP NATION LTD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROAD | BusinessNameControlTxt |
| Phone | 9497649121 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1626 PLACENTIA AVE | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92627 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN MCALLISTER | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 9497649121 | PhoneNum |
| Signature | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONITA M JOSEPH | PreparerPersonNm |
| PTIN | P00286656 | PTIN |
| Phone | 5624351191 | PhoneNum |
| Preparation | 2020-11-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 162.255.181.42 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-10 | IPDt |
| IP Tm | 15:28:41 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 34807A00DB7E8CE0F77EA9408E55F201CB9C4E9C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AF10C69A5E1A0E49948DDC35C663156BE3C8813B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRIAN MCALLISTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1626 PLACENTIA AVE | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92627 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,818,861 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ROADTRIPNATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2009 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO EMPOWER STUDENTS TO FIND THEIR ROAD IN LIFE, THEIR LIFE PATH, THROUGH EDUCATIONAL CURRICULA AND HANDS ON EXPERIENCES WITH SAID CURRICULA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 104 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $1,506,807 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $516,454 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,900,276 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,243,915 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,090,805 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,975,958 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $695,127 | PYOtherRevenueAmt |
| CY Other Revenue | $1,529,102 | CYOtherRevenueAmt |
| PY Total Revenue | $6,686,208 | PYTotalRevenueAmt |
| CY Total Revenue | $15,748,975 | 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 | $6,458,511 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,991,218 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,315,088 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,114,905 | PYOtherExpensesAmt |
| CY Other Expenses | $5,817,738 | CYOtherExpensesAmt |
| PY Total Expenses | $11,573,416 | PYTotalExpensesAmt |
| CY Total Expenses | $12,808,956 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,887,208 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,940,019 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $44,167,740 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,501,909 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,283,969 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,853,656 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,883,771 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,648,253 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO INSPIRE AND EMPOWER STUDENTS TO FIND THEIR LIFE PATH THROUGH EDUCATIONAL CURRICULA AND HANDS ON EXPERIENCES ASSOCIATED WITH SAID CURRICULA. THE FUNDS WERE SPENT ON DEVELOPMENT OF CURRICULA (SUCH AS ROADTRIP NATION EXPERIENCE) INCLUDING EDUCATION WORKBOOKS AND ONLINE CONTENT, LICENSING FEES FOR THE RTN EXPERIENCE CONTENT, EDUCATION WEBSITE DEVELOPMENT AND OUTREACH TO COLLEGE CAMPUSES AND CAREER CENTERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,130,742 | ExpenseAmt |
| Revenue | $1,137,432 | RevenueAmt |
| Desc | TO INSPIRE AND EMPOWER STUDENTS TO FIND THEIR LIFE PATH THROUGH EDUCATIONAL CURRICULA AND HANDS ON EXPERIENCES ASSOCIATED WITH SAID CURRICULA. THE FUNDING FURTHERS THE DEVELOPMENT OF CURRICULA INCLUDING THE ROADTRIP NATION EXPERIENCE, EDUCATIONAL WORKBOOKS, OTHER ONLINE CONTENT, AND OUTREACH TO COLLEGE CAMPUSES AND CAREER CENTERS. | Desc |
| Total Program Service Expenses | $9,130,742 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 35 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 104 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN MCALLISTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9497649121 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1626 PLACENTIA AVE | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92627 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| PETER J WHEELAN | |||||||||
| DIRECTOR AND CHAIRMAN | 20.00 | 20.00 | Yes (X) | Yes (X) | $0 | $963,074 | $45,758 | ||
| THOMAS C DAWSON | |||||||||
| DIRECTOR AND PRESIDENT | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $622,113 | $46,677 | ||
| BRIAN MCALLISTER | |||||||||
| DIRECTOR AND VICE PRESIDENT | 30.00 | 10.00 | Yes (X) | Yes (X) | $228,459 | $0 | $17,408 | ||
| MICHAEL MARRINER | |||||||||
| DIRECTOR AND VICE PRESIDENT | 30.00 | 10.00 | Yes (X) | Yes (X) | $230,315 | $0 | $26,713 | ||
| NATHAN GEBHARD | |||||||||
| DIRECTOR AND VICE PRESIDENT | 30.00 | 10.00 | Yes (X) | Yes (X) | $230,455 | $0 | $29,571 | ||
| JINEE L MAJORS | |||||||||
| SECRETARY (THROUGH JUNE 2019) | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $120,254 | $22,381 | ||
| CHRISTINA L CLARK | |||||||||
| SECRETARY | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $235,535 | $22,182 | ||
| THOMAS R ERTEL | |||||||||
| TREASURER | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $406,039 | $45,545 | ||
| MATTHEW B MURPHY III | |||||||||
| TREASURER (THROUGH APRIL 2019) | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $462,351 | $298,127 | ||
| LARRY A LUTZ | |||||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $600,835 | $64,377 | |||
| ERIN J ROTH | |||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $536,715 | $70,731 | |||
| SCOTT FLEMING | |||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $590,727 | $64,377 | |||
| WILLIAM D HANSEN | |||||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $1,637,005 | $64,377 | |||
| ARIELLA TENUTA | |||||||||
| CFO | 30.00 | 10.00 | $163,087 | $0 | $16,042 | Yes (X) | |||
| MARK FEWELL | |||||||||
| HEAD OF MARKETING | 30.00 | 10.00 | $189,236 | $0 | $24,781 | Yes (X) | |||
| JAN MARIE GILBOY | |||||||||
| DIR. OF BUS DEV, HIGHER ED - LEAD | 30.00 | 10.00 | $154,276 | $0 | $9,021 | Yes (X) | |||
| CHRISTOPHER LEAKE | |||||||||
| DIRECTOR OF TECHNOLOGY | 30.00 | 10.00 | $169,114 | $0 | $14,357 | Yes (X) | |||
| TIMOTHY J HOGAN | |||||||||
| VP, STRATEGIC PARTNERSHIPS | 30.00 | 10.00 | $150,693 | $0 | $11,818 | Yes (X) | |||
| SCOTT B CONWAY | |||||||||
| SENIOR SOFTWARE ENGINEER | 30.00 | 10.00 | $136,819 | $0 | $32,807 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,652,454 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $6,174,648 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $927,050 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AMERICAN EXPRESS | |||||
| PO BOX 0001 | LOS ANGELES | CA | 90096 | TRAVEL AND PRODUCTION | $1,027,132 |
| STRADA EDUCATION | |||||
| 10 WEST MARKET STREET STE 1100 | INDIANAPOLIS | IN | 46204 | EDUCATIONAL SUPPORT SERVICE | $225,512 |
| INSIDE TRACK | |||||
| 1620 MONTGOMERY ST STE 230 | SAN FRANCISCO | CA | 94111 | EDUCATIONAL SUPPORT SERVICE | $178,315 |
| STRADA SOLUTIONS | |||||
| 10 WEST MARKET STREET STE 1100 | INDIANAPOLIS | IN | 46204 | EDUCATIONAL SUPPORT SERVICE | $110,807 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Related Organizations | $7,818,290 | RelatedOrganizationsAmt |
| Government Grants | $732,500 | GovernmentGrantsAmt |
| All Other Contributions | $3,693,125 | AllOtherContributionsAmt |
| Total Contributions | $12,243,915 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PROGRAM SERVICE FEES | 611710 | $1,496,792 | $862,266 | $634,526 |
| SPECIAL PROJECTS | 611710 | $322,144 | $118,144 | $204,000 |
| SALE OF CURRICULA WORK | 611710 | $126,150 | $126,150 | |
| COLLEGE CONFIDENTIAL | 611710 | $30,872 | $30,872 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,975,958 | TotalProgramServiceRevenueAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $876,707 | TotalRevenueColumnAmt |
| Exclusion | $876,707 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $54,000 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $69,886 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$15,886 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$15,886 | TotalRevenueColumnAmt |
| Exclusion | -$15,886 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVERTISING REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $668,281 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $668,281 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $668,281 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,748,975 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,137,432 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,506,807 | UnrelatedBusinessRevenueAmt |
| Exclusion | $860,821 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $942,050 | TotalAmt |
| Program Services | $567,996 | ProgramServicesAmt |
| Management And General | $104,883 | ManagementAndGeneralAmt |
| Fundraising | $269,171 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,049,112 | TotalAmt |
| Program Services | $3,556,714 | ProgramServicesAmt |
| Management And General | $910,493 | ManagementAndGeneralAmt |
| Fundraising | $581,905 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,680 | TotalAmt |
| Program Services | $120,617 | ProgramServicesAmt |
| Management And General | $31,030 | ManagementAndGeneralAmt |
| Fundraising | $19,033 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,276 | TotalAmt |
| Program Services | $229,030 | ProgramServicesAmt |
| Management And General | $60,310 | ManagementAndGeneralAmt |
| Fundraising | $34,936 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $505,100 | TotalAmt |
| Program Services | $348,436 | ProgramServicesAmt |
| Management And General | $86,184 | ManagementAndGeneralAmt |
| Fundraising | $70,480 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $510 | TotalAmt |
| Management And General | $510 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,884 | TotalAmt |
| Management And General | $49,884 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,442,542 | TotalAmt |
| Program Services | $793,001 | ProgramServicesAmt |
| Management And General | $618,166 | ManagementAndGeneralAmt |
| Fundraising | $31,375 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,158 | TotalAmt |
| Program Services | $278,539 | ProgramServicesAmt |
| Management And General | $98,894 | ManagementAndGeneralAmt |
| Fundraising | $3,725 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,388 | TotalAmt |
| Program Services | $288,751 | ProgramServicesAmt |
| Management And General | $37,922 | ManagementAndGeneralAmt |
| Fundraising | $3,715 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $545,222 | TotalAmt |
| Program Services | $426,447 | ProgramServicesAmt |
| Management And General | $20,226 | ManagementAndGeneralAmt |
| Fundraising | $98,549 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $658,345 | TotalAmt |
| Program Services | $486,925 | ProgramServicesAmt |
| Management And General | $99,734 | ManagementAndGeneralAmt |
| Fundraising | $71,686 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,087,171 | TotalAmt |
| Program Services | $925,729 | ProgramServicesAmt |
| Management And General | $88,813 | ManagementAndGeneralAmt |
| Fundraising | $72,629 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UBI TAX | $38,840 | $31,261 | $5,846 | $1,733 |
| OTHER EXPENSE | $964,453 | $776,245 | $145,167 | $43,041 |
| VEHICLES | $152,921 | $152,841 | $80 | |
| EVENTS | $90,282 | $90,282 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,022 | TotalAmt |
| Program Services | $57,928 | ProgramServicesAmt |
| Management And General | $4,984 | ManagementAndGeneralAmt |
| Fundraising | $13,110 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,808,956 | TotalAmt |
| Program Services | $9,130,742 | ProgramServicesAmt |
| Management And General | $2,363,126 | ManagementAndGeneralAmt |
| Fundraising | $1,315,088 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $409,011 | BOYAmt |
| EOY | $173,923 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,979 | BOYAmt |
| EOY | $554,280 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $369,682 | BOYAmt |
| EOY | $2,381,855 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78 | BOYAmt |
| EOY | $78 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,645 | BOYAmt |
| EOY | $122,905 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,896,283 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,433,683 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $512,897 | BOYAmt |
| EOY | $462,600 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,285,262 | BOYAmt |
| EOY | $8,016,793 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,233,186 | BOYAmt |
| EOY | $33,789,475 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,167,740 | BOYAmt |
| EOY | $45,501,909 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,811,386 | BOYAmt |
| EOY | $3,812,647 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,833 | BOYAmt |
| EOY | $3,730 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,500,000 | BOYAmt |
| EOY | $2,500,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,924,750 | BOYAmt |
| EOY | $7,537,279 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,283,969 | BOYAmt |
| EOY | $13,853,656 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,883,771 | BOYAmt |
| EOY | $31,648,253 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,883,771 | BOYAmt |
| EOY | $31,648,253 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,167,740 | BOYAmt |
| EOY | $45,501,909 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,940,019 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $2,824,463 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,510,763 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,284,353 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,217,175 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,900,276 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,243,915 | CurrentTaxYearAmt |
| Total | $25,156,482 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,510,763 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,284,353 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,217,175 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,900,276 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,243,915 | CurrentTaxYearAmt |
| Total | $25,156,482 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $13,344,861 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,811,621 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,242 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $146,151 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $216,436 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $930,707 | CurrentTaxYearAmt |
| Total | $1,348,536 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $106,179 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $168,999 | CurrentTaxYearAmt |
| Total | $276,178 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $26,781,196 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,113,909 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.44100 | PublicSupportCY170Pct |
| Public Support PY170 | 0.47720 | 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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $535,128 | OtherCostOrOtherBasisAmt |
| Depreciation | $473,495 | DepreciationAmt |
| Book Value | $61,633 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $930,984 | OtherCostOrOtherBasisAmt |
| Depreciation | $645,432 | DepreciationAmt |
| Book Value | $285,552 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $430,171 | OtherCostOrOtherBasisAmt |
| Depreciation | $314,756 | DepreciationAmt |
| Book Value | $115,415 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $462,600 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER ASSETS | $22,510 |
| INVESTMENT IN ROADTRIP PRODUCTIONS | $33,766,965 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $33,789,475 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO ROADTRIP PRODUCTIONS LTD. | $4,603,622 |
| DEPOSITS | $2,933,657 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,537,279 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. ORG IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL PURPOSES IS THREE YEARS AND FOR CALIFORNIA PURPOSES IS FOUR YEARS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (18 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER J WHEELAN | ||||||||||||||
| DIRECTOR AND CHAIRMAN | $0 | $286,796 | $0 | $676,278 | $0 | $0 | $0 | $11,200 | $0 | $34,558 | $0 | $1,008,832 | $0 | $0 |
| THOMAS C DAWSON | ||||||||||||||
| DIRECTOR AND PRESIDENT | $0 | $302,999 | $0 | $297,898 | $0 | $21,216 | $0 | $30,200 | $0 | $16,477 | $0 | $668,790 | $0 | $0 |
| BRIAN MCALLISTER | ||||||||||||||
| DIRECTOR AND VICE PRESIDENT | $222,392 | $0 | $0 | $0 | $6,067 | $0 | $9,000 | $0 | $8,408 | $0 | $245,867 | $0 | $0 | $0 |
| MICHAEL MARRINER | ||||||||||||||
| DIRECTOR AND VICE PRESIDENT | $225,000 | $0 | $0 | $0 | $5,315 | $0 | $9,000 | $0 | $17,713 | $0 | $257,028 | $0 | $0 | $0 |
| NATHAN GEBHARD | ||||||||||||||
| DIRECTOR AND VICE PRESIDENT | $225,000 | $0 | $0 | $0 | $5,455 | $0 | $9,000 | $0 | $20,571 | $0 | $260,026 | $0 | $0 | $0 |
| CHRISTINA L CLARK | ||||||||||||||
| SECRETARY | $0 | $195,625 | $0 | $26,198 | $0 | $13,712 | $0 | $22,182 | $0 | $0 | $0 | $257,717 | $0 | $0 |
| THOMAS R ERTEL | ||||||||||||||
| TREASURER | $0 | $246,919 | $0 | $134,651 | $0 | $24,469 | $0 | $30,200 | $0 | $15,345 | $0 | $451,584 | $0 | $0 |
| MATTHEW B MURPHY III | ||||||||||||||
| TREASURER (THROUGH APRIL 2019) | $0 | $261,953 | $0 | $178,626 | $0 | $21,772 | $0 | $263,950 | $0 | $34,177 | $0 | $760,478 | $0 | $0 |
| LARRY A LUTZ | ||||||||||||||
| DIRECTOR | $0 | $295,122 | $0 | $272,979 | $0 | $32,734 | $0 | $30,200 | $0 | $34,177 | $0 | $665,212 | $0 | $0 |
| ERIN J ROTH | ||||||||||||||
| DIRECTOR | $0 | $314,345 | $0 | $198,998 | $0 | $23,372 | $0 | $30,200 | $0 | $40,531 | $0 | $607,446 | $0 | $0 |
| SCOTT FLEMING | ||||||||||||||
| DIRECTOR | $0 | $295,122 | $0 | $272,979 | $0 | $22,626 | $0 | $30,200 | $0 | $34,177 | $0 | $655,104 | $0 | $0 |
| WILLIAM D HANSEN | ||||||||||||||
| DIRECTOR | $0 | $637,999 | $0 | $977,581 | $0 | $21,425 | $0 | $30,200 | $0 | $34,177 | $0 | $1,701,382 | $0 | $0 |
| ARIELLA TENUTA | ||||||||||||||
| CFO | $157,957 | $0 | $5,000 | $0 | $130 | $0 | $6,661 | $0 | $9,381 | $0 | $179,129 | $0 | $0 | $0 |
| MARK FEWELL | ||||||||||||||
| HEAD OF MARKETING | $177,236 | $0 | $12,000 | $0 | $0 | $0 | $7,880 | $0 | $16,901 | $0 | $214,017 | $0 | $0 | $0 |
| JAN MARIE GILBOY | ||||||||||||||
| DIR. OF BUS DEV, HIGHER ED - LEAD | $120,020 | $0 | $34,256 | $0 | $0 | $0 | $0 | $0 | $9,021 | $0 | $163,297 | $0 | $0 | $0 |
| CHRISTOPHER LEAKE | ||||||||||||||
| DIRECTOR OF TECHNOLOGY | $168,844 | $0 | $0 | $0 | $270 | $0 | $6,864 | $0 | $7,493 | $0 | $183,471 | $0 | $0 | $0 |
| TIMOTHY J HOGAN | ||||||||||||||
| VP, STRATEGIC PARTNERSHIPS | $115,564 | $0 | $35,059 | $0 | $70 | $0 | $6,086 | $0 | $5,732 | $0 | $162,511 | $0 | $0 | $0 |
| SCOTT B CONWAY | ||||||||||||||
| SENIOR SOFTWARE ENGINEER | $136,816 | $0 | $0 | $0 | $3 | $0 | $5,897 | $0 | $26,910 | $0 | $169,626 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | PERSONS LISTED IN PART VII MAY HAVE A "BUSINESS RELATIONSHIP" WITH EACH OTHER BY VIRTUE OF SITTING ON RELATED ENTITIES OF ROADTRIP NATION, LTD. BOARDS AND BY VIRTUE OF THEIR EMPLOYMENT WITH RELATED ENTITIES OF ROADTRIP NATION, LTD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD IS GIVEN A COPY OF THE FORM 990 AND RELATED SCHEDULES TO REVIEW BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON (A) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, (B) HAS READ AND UNDERSTAND THE POLICY, (C) HAS AGREED TO COMPLY WITH THE POLICY, AND (D) UNDERSTANDS THE CORPORATION IS CHARITABLE, AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, THE CORPORATION MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE INTERESTED PERSON SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT, WHICH RUNS A MARKET ANALYSIS FOR PURPOSES OF DETERMINING PAY AND SETTING BONUS PROGRAMS. THAT INFORMATION IS PROVIDED TO THE BOARD IN SETTING COMPENSATION AND BONUS PLANS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VIII - REVENUE RECOGNITION | THE ORGANIZATION HAS AGREED WITH VARIOUS ENTITIES TO DELIVER SPECIFIED OBLIGATIONS, GENERALLY INCLUDING BUT NOT LIMITED TO THE PRODUCTION OF A ROAD TRIP, LIMITED PERMISSION TO USE THE SHARE YOUR ROAD (SYR) PORTAL, AND THE PROVISION OF CURRICULUM. ORG HAS EVALUATED RECOGNIZING REVENUE EARNED UNDER THESE AGREEMENTS USING A VARIETY OF METHODS. ORG HAS EVALUATED TREATING SOME OF THE AMOUNTS AS PROGRAM SERVICE, IN WHICH YOU WOULD RECOGNIZE REVENUE ON A PERCENTAGE OF COMPLETION BASIS. ORG HAS ALSO EVALUATED TREATING SOME OF THE AMOUNTS AS CONTRIBUTIONS, WHICH COULD RESULT IN RECOGNIZING REVENUE UPON THE SATISFACTION OF ANY CONDITIONS IN THE AGREEMENT. THE CONCLUSION OF THE ASSESSMENT IS THAT MOST OF THE REVENUE REPRESENTS CONTRIBUTIONS WITH DONOR-IMPOSED CONDITIONS. |
| FORM 990, PART IX, LINE 11G | CONTRACTORS: PROGRAM SERVICE EXPENSES 726,416. MANAGEMENT AND GENERAL EXPENSES 566,262. FUNDRAISING EXPENSES 28,741. TOTAL EXPENSES 1,321,419. PAYROLL PROCESSING EXPENSE: PROGRAM SERVICE EXPENSES 7,657. MANAGEMENT AND GENERAL EXPENSES 5,968. FUNDRAISING EXPENSES 303. TOTAL EXPENSES 13,928. ADVERTISING: PROGRAM SERVICE EXPENSES 43,406. MANAGEMENT AND GENERAL EXPENSES 33,836. FUNDRAISING EXPENSES 1,717. TOTAL EXPENSES 78,959. RECRUITING: PROGRAM SERVICE EXPENSES 15,522. MANAGEMENT AND GENERAL EXPENSES 12,100. FUNDRAISING EXPENSES 614. TOTAL EXPENSES 28,236. |
| FORM 990, PART XI, LINE 9: | ADOPTION OF REVENUE RECOGNITION ACCOUNTING STANDARD 59,463. NET ASSET TRANSFER 2,765,000. |
| FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS | STRADA EDUCATION NETWORK, INC., A PARENT ORGANIZATION, TRANSFERRED A NET ASSET BALANCE OF $2,765,000 FROM ROADTRIP PRODUCTIONS, LTD. TO ROADTRIP NATION, LTD. DUE TO A RESTRUCTURE AGREEMENT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| STRADA EDUCATION NETWORK INC | ||||||||||
| 10 W MARKET STREET SUITE 1100 | INDIANAPOLIS | IN | 46204 | 473044430 | PARENT COMPANY | DE | 501(C)(3) | LINE 12B, II | 0 | |
| EDUCATION AT WORK INC | ||||||||||
| 2300 WALL STREET SUITE R | CINCINNATI | OH | 45212 | 320507248 | SUPPORTING ORG | OH | 501(C)(3) | LINE 12B, II | 0 | STRADA EDUCATION NETWORK INC |
| DXTERA INSTITUE INC | ||||||||||
| 1825 K STREET NW SUITE 1203 | WASHINGTON | DC | 20006 | 815103331 | EDUCATIONAL SUPPORT SERVICES | DE | 501(C)(3) | LINE 10 | 0 | STRADA EDUCATION NETWORK INC |
| COUNCIL FOR ADULT AND EXPERIENTIAL LEARNING | ||||||||||
| 55 E MONROE STREET SUITE 2710 | CHICAGO | IL | 60603 | 132890752 | ADULT LEARNERS | IL | 501(C)(3) | LINE 7 | 0 | STRADA EDUCATION NETWORK INC |
| STRADA IDAHO HOLDINGS INC | ||||||||||
| 10 WEST MARKET STREET STE 1100 | INDIANAPOLIS | IN | 46204 | 842914431 | TOTLE HOLDING COMPANY | ID | 501(C)(2) | 0 | STRADA EDUCATION NETWORK INC | |
| INSIDE TRACK IMPACT INC | ||||||||||
| 121 SW SALMON STREET STE 800 | PORTLAND | OR | 972042900 | 843640492 | STUDENT COACHING | DE | 501(C)(4) | LINE 10 | 0 | STRADA EDUCATION NETWORK INC |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECONOMIC MODELING LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9008 | AddressLine1Txt |
| City | MOSCOW | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83843 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 211605272 | EIN |
| Primary Activities | DATA ANALYTIC SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | N/A | PredominantIncomeTypeTxt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROADTRIP PRODUCTIONS LTD | ||||||||||||||||||
| 1626 PLACENTIA AVE | COSTA MESA | CA | 92627 | 043615743 | EDUCATION OUTREACH | DE | STRADA EDUCATION NETWORK INC | C | $1,976,668 | $23,308,041 | 1.00000 | 0 | ||||||
| INSIDE TRACK INC | ||||||||||||||||||
| 1620 MONTGOMERY STREET SUITE 230 | SAN FRANCISCO | CA | 94111 | 943344075 | STUDENT SUPPORT SERVICES | DE | STRADA EDUCATION NETWORK INC | C | 0 | |||||||||
| STRADA SOLUTIONS INC | ||||||||||||||||||
| 10 W MARKET STREET SUITE 1100 | INDIANAPOLIS | IN | 46206 | 371897172 | HOLDING COMPANY | DE | STRADA EDUCATION NETWORK INC | C | 0 | |||||||||
| ECONOMIC MODELING UK LIMITED | ||||||||||||||||||
| DATA ANALYTICS SERVICES | C | 0 | 10 SARUM HILL | BASINGSTOKE | UK | RG21 8SR | UK | N/A | ||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (12 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| STRADA EDUCATION NETWORK INC | ||
| C | $6,000,000 | FMV |
| STRADA EDUCATION NETWORK INC | ||
| C | $1,011,957 | FMV |
| STRADA EDUCATION NETWORK INC | ||
| S | $2,765,000 | FMV |
| STRADA EDUCATION NETWORK INC | ||
| R | $340,125 | FMW |
| STRADA EDUCATION NETWORK INC | ||
| C | $806,333 | FMV |
| STRADA EDUCATION NETWORK INC | ||
| O | $148,661 | FMV |
| STRADA EDUCATION NETWORK INC | ||
| P | $565,509 | FMV |
| INSIDE TRACK | ||
| O | $313,926 | FMV |
| ROADTRIP PRODUCTIONS | ||
| E | $680,003 | FMV |
| ROADTRIP PRODUCTIONS | ||
| R | $294,902 | FMV |
| ROADTRIP PRODUCTIONS | ||
| O | $488,879 | FMV |
| STRADA SOLUTIONS | ||
| O | $155,081 | FMV |