THE WALTER KAITZ FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE WALTER KAITZ FOUNDATION (EIN 94-2666764)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201923189349307982
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T13:51:45-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE SUITE 400E | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942666764 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WALTER KAITZ FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALT | BusinessNameControlTxt |
| Phone | 2022222490 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 MASSACHUSETTS AVE NW SUITE 100 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK KULISH | PersonNm |
| Person Title | SR. VP. FIN. & ADMIN & CFO | PersonTitleTxt |
| Phone | 2022222490 | PhoneNum |
| Signature | 2019-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL O'SHEA | PreparerPersonNm |
| PTIN | P00957510 | PTIN |
| Phone | 3016529100 | PhoneNum |
| Preparation | 2019-10-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.59.242.22 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-06 | IPDt |
| IP Tm | 17:33:56 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A6BCEEC5281954A027118F02B3DBBBF79E51C833 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHELLE RAY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 MASSACHUSETTS AVE NW SUITE 100 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,912,278 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WALTERKAITZ.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE WALTER KAITZ FOUNDATION IS A NATIONAL ORGANIZATION DEDICATED TO DIVERSITY WITHIN THE CABLE AND BROADBAND INDUSTRY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,103,117 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,955,267 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $172,500 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $163,750 | CYProgramServiceRevenueAmt |
| PY Investment Income | $255,713 | PYInvestmentIncomeAmt |
| CY Investment Income | $97,417 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$321,008 | PYOtherRevenueAmt |
| CY Other Revenue | -$320,182 | CYOtherRevenueAmt |
| PY Total Revenue | $2,210,322 | PYTotalRevenueAmt |
| CY Total Revenue | $1,896,252 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,243,175 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $998,255 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $723,818 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $534,181 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $208,555 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $478,370 | PYOtherExpensesAmt |
| CY Other Expenses | $345,817 | CYOtherExpensesAmt |
| PY Total Expenses | $2,445,363 | PYTotalExpensesAmt |
| CY Total Expenses | $1,878,253 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$235,041 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $17,999 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,859,288 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,455,559 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $312,203 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $173,188 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,547,085 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,282,371 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE WALTER KAITZ FOUNDATION IS A NATIONAL ORGANIZATION DEDICATED TO DIVERSITY WITHIN THE CABLE AND BROADBAND INDUSTRY. THE FOUNDATION HAS ADOPTED A COMPREHENSIVE PROGRAM TO FULFILL ITS MISSION. THIS APPROACH INCLUDES A GRANT AWARDING PROGRAM, ENHANCING THE INDUSTRY'S SUPPLIER DIVERSITY PROGRAM, CREATING A COMPREHENSIVE WEBSITE, AND STRENGTHENING TIES WITHIN OUR NATION'S DIVERSE COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,209,269 | ExpenseAmt |
| Grant | $998,255 | GrantAmt |
| Revenue | $163,750 | RevenueAmt |
| Desc | GRANTS PROGRAM - TO FURTHER THE FOUNDATION'S MISSION BY FUNDINGCREATIVE AND UNIQUE PROJECTS IN TWO AREAS:1. COMMUNITY AND RESOURCE DEVELOPMENT: THE FOUNDATION SEEKS TO FUND INITIATIVES THAT PROVIDE THE CABLE AND BROADBAND INDUSTRY WITH BETTER ACCESS TO DIVERSE SUPPLIERS AND ENTREPRENEURS WITH THE TOOLS TO COMPETE EFFECTIVELY WITHIN THE INDUSTRY. THE GRANTS PROGRAM ALSO SEEKS TO FUND COLLABORATIVE EFFORTS WITHIN THE INDUSTRY AND COMMUNITIES THAT DEMONSTRATE AND REINFORCE THE IMPORTANCE OF DIVERSITY.2. WORKFORCE DEVELOPMENT: THE FOUNDATION SEEKS TO HELP THOSE ORGANIZATIONS AND INSTITUTIONS THAT SERVE DIVERSE PROFESSIONALS WITHIN THE INDUSTRY TO DEVELOP AND PROVIDE NEW TOOLS AND TRAINING TO STRENGTHEN THEIR SKILLS AND ACCELERATE THEIR CAREER ADVANCEMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $327,383 | ExpenseAmt |
| Desc | OUTREACH PROGRAM - THE PROGRAM COORDINATES EFFORTS WITHIN THE CABLE AND BROADBAND INDUSTRY, AND THE BROADER COMMUNITIES WITH WHICH THE INDUSTRY INTERACTS. THE FOUNDATION WEBSITE PROMOTES THE WORK OF THE FOUNDATION, DISSEMINATES DIVERSITY BEST PRACTICES, AND MAINTAINS INFORMATION ON OPPORTUNITIES IN THE INDUSTRY. INDIVIDUALS AND DIVERSE SUPPLIERS MAY ALSO ATTEND EVENTS SCHEDULED ON THE FOUNDATION'S CALENDAR AND UTILIZE OTHER USEFUL LINKS AND RESOURCES ON THE WEBSITE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,536,652 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln 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 | 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 | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | 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 | BETTYE COIL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2022222393 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 MASSACHUSETTS AVE NW SUITE 100 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200011431 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 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 |
|---|---|---|---|---|---|---|---|
| MICHAEL K POWELL | |||||||
| PRESIDENT & CEO | 3.00 | 42.00 | Yes (X) | Yes (X) | $0 | $5,175,516 | $27,797 |
| PATRICK ESSER | |||||||
| CHAIRMAN | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVE WATSON | |||||||
| VICE-CHAIRMAN | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT BAKISH | |||||||
| SECRETARY | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GARY SHORMAN | |||||||
| TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS M RUTLEDGE | |||||||
| IMMEDIATE PAST CHAIRMAN | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAUL BUCCIERI | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY S DEMOND | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK M DRENDEL | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RONALD DUNCAN | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN D EVANS | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALFRED LIGGINS III | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAT MCADARAGH | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID NEVINS | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN PASCARELLI | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES PITARO | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER RICE | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSHUA SAPAN | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD SJOBERG | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN STANKEY | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT J STANZIONE | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID M ZASLAV | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROCCO B COMMISSO | |||||||
| DIRECTOR; UNTIL 2/27/18 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY DUBUC | |||||||
| DIRECTOR; UNTIL 4/4/18 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEXTER GOEI | |||||||
| DIRECTOR; UNTIL 9/30/18 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEN LOWE | |||||||
| DIRECTOR; UNTIL 3/6/18 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN K MARTIN | |||||||
| DIRECTOR; UNTIL 6/15/18 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID PORTER | |||||||
| EXECUTIVE DIR., UNTIL 6/6/18 | 45.00 | Yes (X) | $162,007 | $0 | $5,200 | ||
| MICHELLE RAY | |||||||
| EXECUTIVE DIR., EFFECTIVE 10/4/18 | 45.00 | Yes (X) | $187,148 | $0 | $20,799 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $349,155 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,175,516 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $53,796 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MARRIOTT BUSINESS SERVICES | |||||
| PO BOX 403003 | ATLANTA | GA | 30384 | FOOD & FACILITIES FOR KAITZ DINNER | $319,134 |
| O'KEEFE COMMUNICATIONS LLC | |||||
| 14301 CONN AVE NW STE 200 | WASHINGTON | DC | 20008 | PRODUCTION SERVICES FOR KAITZ DINNER | $159,256 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $772,767 | MembershipDuesAmt |
| Fundraising | $1,182,500 | FundraisingAmt |
| Total Contributions | $1,955,267 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPONSORSHIPS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $163,750 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $163,750 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $163,750 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,098 | TotalRevenueColumnAmt |
| Exclusion | $97,098 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,464,563 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,464,244 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $319 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $319 | TotalRevenueColumnAmt |
| Exclusion | $319 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $231,600 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,182,500 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $551,782 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$320,182 | TotalRevenueColumnAmt |
| Exclusion | -$320,182 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,896,252 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $163,750 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$222,765 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $998,255 | TotalAmt |
| Program Services | $998,255 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,154 | TotalAmt |
| Program Services | $168,819 | ProgramServicesAmt |
| Management And General | $75,031 | ManagementAndGeneralAmt |
| Fundraising | $131,304 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,450 | TotalAmt |
| Program Services | $31,252 | ProgramServicesAmt |
| Management And General | $13,889 | ManagementAndGeneralAmt |
| Fundraising | $24,309 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,754 | TotalAmt |
| Program Services | $22,839 | ProgramServicesAmt |
| Management And General | $10,151 | ManagementAndGeneralAmt |
| Fundraising | $17,764 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,035 | TotalAmt |
| Program Services | $5,416 | ProgramServicesAmt |
| Management And General | $2,407 | ManagementAndGeneralAmt |
| Fundraising | $4,212 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,788 | TotalAmt |
| Program Services | $12,055 | ProgramServicesAmt |
| Management And General | $5,358 | ManagementAndGeneralAmt |
| Fundraising | $9,375 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,466 | TotalAmt |
| Program Services | $16,861 | ProgramServicesAmt |
| Management And General | $7,492 | ManagementAndGeneralAmt |
| Fundraising | $13,113 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,874 | TotalAmt |
| Management And General | $13,874 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,613 | TotalAmt |
| Program Services | $87,613 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,849 | TotalAmt |
| Program Services | $22,197 | ProgramServicesAmt |
| Management And General | $601 | ManagementAndGeneralAmt |
| Fundraising | $1,051 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,081 | TotalAmt |
| Program Services | $63,686 | ProgramServicesAmt |
| Management And General | $2,689 | ManagementAndGeneralAmt |
| Fundraising | $4,706 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,905 | TotalAmt |
| Program Services | $1,789 | ProgramServicesAmt |
| Management And General | $42 | ManagementAndGeneralAmt |
| Fundraising | $74 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,425 | TotalAmt |
| Program Services | $641 | ProgramServicesAmt |
| Management And General | $285 | ManagementAndGeneralAmt |
| Fundraising | $499 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SPONSORSHIP | $100,435 | $100,435 | ||
| OTHER EXPENSES | $8,169 | $4,794 | $1,227 | $2,148 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,878,253 | TotalAmt |
| Program Services | $1,536,652 | ProgramServicesAmt |
| Management And General | $133,046 | ManagementAndGeneralAmt |
| Fundraising | $208,555 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,049 | BOYAmt |
| EOY | $144,114 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $371,809 | BOYAmt |
| EOY | $1,216,699 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,737 | BOYAmt |
| EOY | $83,611 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,151 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,275 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,731 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,969 | BOYAmt |
| EOY | $1,544 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,034,641 | BOYAmt |
| EOY | $1,842,980 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,932 | BOYAmt |
| EOY | $166,611 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,859,288 | BOYAmt |
| EOY | $3,455,559 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,453 | BOYAmt |
| EOY | $143,188 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,750 | BOYAmt |
| EOY | $30,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,203 | BOYAmt |
| EOY | $173,188 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,547,085 | BOYAmt |
| EOY | $3,282,371 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,547,085 | BOYAmt |
| EOY | $3,282,371 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,859,288 | BOYAmt |
| EOY | $3,455,559 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $17,999 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$282,713 | 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) |
|---|---|---|
| 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 | $1,442,583 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,118,854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,223,823 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,103,117 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,955,267 | CurrentTaxYearAmt |
| Total | $7,843,644 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,442,583 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,118,854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,223,823 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,103,117 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,955,267 | CurrentTaxYearAmt |
| Total | $7,843,644 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,495,576 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,348,068 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $132,375 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $130,987 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $89,273 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $84,406 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,098 | CurrentTaxYearAmt |
| Total | $534,139 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $7 | CurrentTaxYearMinus2YearsAmt |
| Total | $7 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,377,790 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $624,723 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75770 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82490 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2016 AMOUNT: $ 7. | ExplanationTxt |
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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,275 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,731 | DepreciationAmt |
| Book Value | $1,544 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,544 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,218,717 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$282,713 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $67,270 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$215,443 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,434,160 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $13,874 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$551,782 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$537,908 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,896,252 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,483,431 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $67,270 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $551,782 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $619,052 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,864,379 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $13,874 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $13,874 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,878,253 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND, AS SUCH, IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION RECOGNIZES INTEREST EXPENSE AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN MANAGEMENT AND GENERAL EXPENSES ON THE STATEMENTS OF ACTIVITIES AND CHANGE IN NET ASSETS AND ACCOUNTS PAYABLE AND ACCRUED EXPENSES IN THE STATEMENTS OF FINANCIAL POSITION. THERE IS NO PROVISION IN THESE FINANCIAL STATEMENTS FOR PENALTIES AND INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS FOR THE YEARS ENDED DECEMBER 31, 2018 AND 2017. TAX YEARS PRIOR TO 2015 ARE NO LONGER SUBJECT TO EXAMINATION BY THE IRS OR THE TAX JURISDICTIONS OF CALIFORNIA AND THE DISTRICT OF COLUMBIA. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -551,782. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 551,782. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DINNER | Event1Nm |
| Gross Receipts Event1 | $1,414,100 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,182,500 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $231,600 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $195,380 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $356,402 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,414,100 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,182,500 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $231,600 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $195,380 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $356,402 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $551,782 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$320,182 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| EMMA BOWEN FOUNDATION | ||||||||||
| 30 ROCKEFELLER PLAZA 1221 AVE OF | THE AMERICAS 28A42 | NEW YORK | NY | 10112 | 222635292 | 501(C)(3) | $386,729 | N/A | N/A | PROMOTE DIVERSITY |
| NATL ASSOC FOR MULTI-ETHNICITY IN COMM | ||||||||||
| 50 BROAD ST STE 1801 | NEW YORK | NY | 10004 | 841488263 | 501(C)(6) | $322,976 | N/A | N/A | PROMOTE DIVERSITY | |
| WOMEN IN CABLE TELECOMMUNICATIONS | ||||||||||
| 2000 K ST NW STE 350 | WASHINGTON | DC | 20006 | 363814358 | 501(C)(3) | $288,550 | N/A | N/A | PROMOTE DIVERSITY | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE WALTER KAITZ FOUNDATION MONITORS THE USE OF PROGRAM FUNDS THROUGH REVIEW OF GRANTEE'S ANNUAL AUDITS AND IRS 990'S, CONDUCTING PERIODIC ON-SITE REVIEWS OF THE PROGRAMS FUNDED, AND PROVIDING FUNDING TO SUPPORT INDEPENDENT THIRD-PARTY EVALUATION OF THE PROGRAMS SUPPORTED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL K POWELL | ||||||||||||||
| PRESIDENT & CEO | $0 | $3,526,670 | $0 | $1,597,628 | $0 | $51,218 | $0 | $0 | $0 | $27,797 | $0 | $5,203,313 | $0 | $0 |
| DAVID PORTER | ||||||||||||||
| EXECUTIVE DIR., UNTIL 6/6/18 | $116,015 | $0 | $45,000 | $0 | $992 | $0 | $0 | $0 | $5,200 | $0 | $167,207 | $0 | $0 | $0 |
| MICHELLE RAY | ||||||||||||||
| EXECUTIVE DIR., EFFECTIVE 10/4/18 | $164,776 | $0 | $21,000 | $0 | $1,372 | $0 | $0 | $0 | $20,799 | $0 | $207,947 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | THE PRESIDENT & CEO OF NCTA - THE INTERNET & TELEVISION ASSOCIATION PARTICIPATES IN A DEFERRED COMPENSATION AGREEMENT ADMINISTERED BY NCTA - THE INTERNET & TELEVISION ASSOCIATION. |
| PART I, LINE 7 | MICHELLE RAY RECEIVED A PERFORMANCE BONUS OF $21,000 IN 2018. DAVID PORTER RECEIVED A PERFORMANCE BONUS OF $45,000 IN 2018. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE NCTA BOARD OF DIRECTORS HAVE BEEN APPOINTED THE POWERS AND DUTIES OF THE BOARD OF TRUSTEES OF THE WALTER KAITZ FOUNDATION. NCTA'S BOARD OF DIRECTORS ARE ELECTED BY THE MEMBERS OF NCTA. THE OFFICERS OF THE ORGANIZATION, INCLUDING THE CHAIRMAN, SECRETARY, TREASURER, AND PAST-CHAIRMAN, APPROVE THE OPERATING BUDGET, GRANTS AWARDED BY THE ORGANIZATION, AND MAKE DECISIONS RELATING TO THE FORMAL DINNER HELD EACH YEAR THAT BRINGS ALL OF THE MEMBERSHIP TOGETHER ONCE A YEAR. |
| FORM 990, PART VI, SECTION A, LINE 7B | PLEASE SEE THE EXPLANATION OFFERED IN REFERENCE TO FORM 990, PART VI, SECTION A, LINE 7A. |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING OF FEDERAL FORM 990, THE FORM IS MAILED TO ALL BOARD MEMBERS WHO INDEPENDENTLY REVIEW THE FORM. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY ADDRESSING ANY CONFLICTS AT EVERY BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES OF ITS OWN. RATHER, IT SHARES EMPLOYEES WITH A RELATED PARTY, NCTA - THE INTERNET & TELEVISION ASSOCIATION (NCTA). NCTA HAS THE FOLLOWING PROCEDURES IN PLACE: TOP MANAGEMENT, OFFICERS, AND KEY EMPLOYEES UNDERGO AN ANNUAL PERFORMANCE REVIEW OF THE INDIVIDUAL'S COMPENSATION. THE ORGANIZATION'S BOARD OF DIRECTORS MUST REVIEW AND APPROVE THE COMPENSATION OF THE PRESIDENT & CEO. THE ANNUAL COMPENSATION ADJUSTMENTS FOR ALL OTHER STAFF IS REVIEWED BY THE PRESIDENT & CEO. THE ORGANIZATION ALSO USED SALARY SURVEYS TO ENSURE THAT COMPENSATION AMOUNTS ARE WITHIN GUIDELINES FOR ALL EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NCTA - THE INTERNET & TELEVISION ASSOC | |||||||||||
| 25 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20001 | 530222396 | INDUSTRY REP. | DC | 501(C)(6) | N/A | N/A | 0 | |
| THE NCTA EDUCATION FOUNDATION | |||||||||||
| 25 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20001 | 521653760 | EDUCATIONAL | DC | 501(C)(3) | LINE 10 | 0 | NCTA | |
| 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 | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NCTA - THE INTERNET & TELEVISION ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | O | TransactionTypeTxt |
| Involved | $533,193 | InvolvedAmt |
| Method Of Amount Determination | COST | MethodOfAmountDeterminationTxt |