THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION (EIN 04-3457065)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-16
- IRS object ID
- 201911369349300446
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-16T09:17:38-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043457065 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHOTT FDTN FOR PUBLIC EDUCATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHO | BusinessNameControlTxt |
| Phone | 6178767700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 HANCOCK STREET NO 803N | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN H JACKSON | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 6178767700 | PhoneNum |
| Signature | 2019-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA BOOTH | PreparerPersonNm |
| PTIN | P01342395 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2019-05-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.172.72.163 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-16 | IPDt |
| IP Tm | 07:26:22 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AAFE5242E44AA74A98A743050A15125E154A43A4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | JOHN H JACKSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 HANCOCK STREET NO 803N | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,633,899 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SCHOTTFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | PLEASE SEE SCHEDULE OTHE PURPOSE OF THE CORPORATION IS TO ENGAGE IN THE FOLLOWING ACTIVITIES: (1) TO OPERATE EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES UNDER CODE SECTION 501(C)(3), (2) TO DEVELOP AND STRENGTHEN A BROAD-BASED AND REPRESENTATIVE MOVEMENT TO ACHIEVE FULLY RESOURCED, QUALITY PRE K-12 PUBLIC EDUCATION, AND (3) TO ENGAGE IN ANY AND ALL OTHER LAWFUL ACTIVITIES INCIDENTAL TO AND IN PURSUIT OF THE FOREGOING PURPOSES, EXCEPT AS SPECIFICALLY RESTRICTED BY THE ARTICLES OF ORGANIZATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $10,000 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $2,849 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,528,600 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,364,720 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $293,589 | PYInvestmentIncomeAmt |
| CY Investment Income | $569,827 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$141,089 | PYOtherRevenueAmt |
| CY Other Revenue | $10,292 | CYOtherRevenueAmt |
| PY Total Revenue | $4,681,100 | PYTotalRevenueAmt |
| CY Total Revenue | $4,944,839 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,140,920 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,450,601 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,938,982 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,943,416 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $451,554 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,011,097 | PYOtherExpensesAmt |
| CY Other Expenses | $1,024,533 | CYOtherExpensesAmt |
| PY Total Expenses | $5,090,999 | PYTotalExpensesAmt |
| CY Total Expenses | $5,418,550 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$409,899 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$473,711 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,960,532 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,079,466 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,635,090 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $361,483 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,325,442 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,717,983 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PLEASE SEE SCHEDULE OTHE PURPOSE OF THE CORPORATION IS TO ENGAGE IN THE FOLLOWING ACTIVITIES: (1) TO OPERATE EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES UNDER CODE SECTION 501(C)(3), (2) TO DEVELOP AND STRENGTHEN A BROAD-BASED AND REPRESENTATIVE MOVEMENT TO ACHIEVE FULLY RESOURCED, QUALITY PRE K-12 PUBLIC EDUCATION, AND (3) TO ENGAGE IN ANY AND ALL OTHER LAWFUL ACTIVITIES INCIDENTAL TO AND IN PURSUIT OF THE FOREGOING PURPOSES, EXCEPT AS SPECIFICALLY RESTRICTED BY THE ARTICLES OF ORGANIZATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,733,334 | ExpenseAmt |
| Grant | $2,450,601 | GrantAmt |
| Desc | OPPORTUNITY TO LEARN - THE OPPORTUNITY TO LEARN PHILANTHROPIC STRATEGY IS AN EFFORT TO INCREASE RESOURCE ACCOUNTABILITY AND ENSURE THAT RACE IS NO LONGER A SIGNIFICANT PREDICTOR OF EDUCATIONAL RESOURCE ACCESS OR OUTCOMES. THE SCHOTT FOUNDATION WILL USE ITS ADVOCACY MANAGEMENT FIRM PHILANTHROPIC MODEL TO MANAGE A GRANT MAKING STRATEGY TO BUILD THE PUBLIC WILL TO INCREASE THE NUMBER OF STATES THAT ADOPT AN "OPPORTUNITY TO LEARN" REFORM FRAMEWORK AND CREATE A FEDERAL RIGHT TO AN OPPORTUNITY TO LEARN. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $52,836 | ExpenseAmt |
| Desc | EDUCATION VOTERS OF PENNSYLVANIA - OTHER FUNDING TO ADVOCATE FOR EQUITABLE RESOURCES FOR PRE K-12 SCHOOLS TO PROVIDE EXCELLENT EDUCATION FOR ALL CHILDREN WITH AN EMPHASIS ON POOR CHILDREN AND CHILDREN OF COLOR, VIA IMPROVED PUBLIC POLICY, LEADERSHIP AND INCREASED PUBLIC WILL. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,786,170 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 19 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN H JACKSON | PersonNm |
| Phone | 6178767700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 HANCOCK STREET SUITE 803N | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JACKIE JENKINS-SCOTT | ||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MAISIE CHIN | ||||||||
| VICE-CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GREG JOBIN-LEEDS | ||||||||
| CO-FOUNDER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARIA JOBIN-LEEDS | ||||||||
| TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MIREN URIARTE | ||||||||
| CLERK | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANTONIA DARDER | ||||||||
| BOARD DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARON LETTMAN | ||||||||
| BOARD DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK PALEY | ||||||||
| BOARD DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGER VANN | ||||||||
| BOARD DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN H JACKSON | ||||||||
| PRESIDENT & CEO | 40.00 | 1.00 | Yes (X) | $330,263 | $0 | $29,856 | ||
| CASSIE SCHWERNER | ||||||||
| SENIOR VP OF PROGRAMS | 40.00 | 0.00 | Yes (X) | $173,224 | $0 | $22,614 | ||
| HEIDI BROOKS | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | 0.00 | Yes (X) | $167,605 | $0 | $22,852 | ||
| EDGAR VILLANUEVA | ||||||||
| VP OF PROGRAMS & ADVOCACY | 40.00 | 0.00 | $125,851 | $0 | $15,111 | Yes (X) | ||
| DAVID LEVENSON | ||||||||
| CONTROLLER | 40.00 | 0.00 | $109,843 | $0 | $6,662 | Yes (X) | ||
| DEQUENDRE NEELY-BERTRAND | ||||||||
| COMMUNICATION DIRECTOR | 40.00 | 0.00 | $109,804 | $0 | $5,714 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,016,590 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $102,809 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY WEALTH PARTNERS | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1825 K ST NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PROGRAM CONSULTANT | ServicesDesc |
| Compensation | $270,365 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $925,533 | RelatedOrganizationsAmt |
| All Other Contributions | $3,439,187 | AllOtherContributionsAmt |
| Total Contributions | $4,364,720 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $230,712 | TotalRevenueColumnAmt |
| Exclusion | $230,712 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,028,175 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $689,060 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $339,115 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $339,115 | TotalRevenueColumnAmt |
| Exclusion | $339,115 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| MANAGEMENT FEE | 561000 | $10,000 | $10,000 | |
| OTHER INCOME | 900099 | $292 | $292 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,292 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,944,839 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $10,000 | UnrelatedBusinessRevenueAmt |
| Exclusion | $570,119 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,450,601 | TotalAmt |
| Program Services | $2,450,601 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $760,710 | TotalAmt |
| Program Services | $213,505 | ProgramServicesAmt |
| Management And General | $547,205 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $928,525 | TotalAmt |
| Program Services | $535,222 | ProgramServicesAmt |
| Management And General | $269,593 | ManagementAndGeneralAmt |
| Fundraising | $123,710 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,913 | TotalAmt |
| Program Services | $31,817 | ProgramServicesAmt |
| Management And General | $20,096 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,249 | TotalAmt |
| Program Services | $51,520 | ProgramServicesAmt |
| Management And General | $19,990 | ManagementAndGeneralAmt |
| Fundraising | $25,739 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,019 | TotalAmt |
| Program Services | $43,423 | ProgramServicesAmt |
| Management And General | $54,222 | ManagementAndGeneralAmt |
| Fundraising | $7,374 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,500 | TotalAmt |
| Program Services | $5,984 | ProgramServicesAmt |
| Management And General | $4,516 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,755 | TotalAmt |
| Management And General | $46,755 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,714 | TotalAmt |
| Management And General | $23,714 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,552 | TotalAmt |
| Program Services | $227,163 | ProgramServicesAmt |
| Management And General | $832 | ManagementAndGeneralAmt |
| Fundraising | $73,557 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,427 | TotalAmt |
| Program Services | $5,427 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,416 | TotalAmt |
| Program Services | $2,808 | ProgramServicesAmt |
| Management And General | $8,730 | ManagementAndGeneralAmt |
| Fundraising | $5,878 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,370 | TotalAmt |
| Program Services | $5,040 | ProgramServicesAmt |
| Management And General | $7,257 | ManagementAndGeneralAmt |
| Fundraising | $2,073 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,662 | TotalAmt |
| Program Services | $64,897 | ProgramServicesAmt |
| Management And General | $43,631 | ManagementAndGeneralAmt |
| Fundraising | $17,134 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,927 | TotalAmt |
| Program Services | $64,706 | ProgramServicesAmt |
| Management And General | $55,212 | ManagementAndGeneralAmt |
| Fundraising | $34,009 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,932 | TotalAmt |
| Program Services | $17,967 | ProgramServicesAmt |
| Management And General | $19,318 | ManagementAndGeneralAmt |
| Fundraising | $155,647 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,267 | TotalAmt |
| Program Services | $7,877 | ProgramServicesAmt |
| Management And General | $15,039 | ManagementAndGeneralAmt |
| Fundraising | $2,351 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,568 | TotalAmt |
| Program Services | $280 | ProgramServicesAmt |
| Management And General | $13,288 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER | $35,140 | $23,361 | $10,563 | $1,216 |
| PROFESSIONAL DEVELOPMEN | $23,734 | $12,856 | $9,843 | $1,035 |
| TELEPHONE | $22,539 | $13,188 | $8,490 | $861 |
| PRINTING & PUBLICATIONS | $12,030 | $8,528 | $2,532 | $970 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,418,550 | TotalAmt |
| Program Services | $3,786,170 | ProgramServicesAmt |
| Management And General | $1,180,826 | ManagementAndGeneralAmt |
| Fundraising | $451,554 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $649,716 | BOYAmt |
| EOY | $1,240,705 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,320,244 | BOYAmt |
| EOY | $322,791 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,000 | BOYAmt |
| EOY | $495,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,660 | BOYAmt |
| EOY | $7,440 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,719 | BOYAmt |
| EOY | $56,176 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $90,542 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $51,512 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,681 | BOYAmt |
| EOY | $39,030 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,595,847 | BOYAmt |
| EOY | $5,873,039 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,665 | BOYAmt |
| EOY | $45,285 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,960,532 | BOYAmt |
| EOY | $8,079,466 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $374,390 | BOYAmt |
| EOY | $176,483 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,260,700 | BOYAmt |
| EOY | $185,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,635,090 | BOYAmt |
| EOY | $361,483 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,285,412 | BOYAmt |
| EOY | $684,239 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,040,030 | BOYAmt |
| EOY | $7,033,744 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,325,442 | BOYAmt |
| EOY | $7,717,983 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,960,532 | BOYAmt |
| EOY | $8,079,466 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$473,711 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$133,748 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,275,477 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,707,372 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,253,010 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,528,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,364,720 | CurrentTaxYearAmt |
| Total | $22,129,179 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,275,477 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,707,372 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,253,010 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,528,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,364,720 | CurrentTaxYearAmt |
| Total | $22,129,179 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,969,648 | SubstantialContributorsTotAmt |
| Public Support Total170 | $15,159,531 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $142,766 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $182,311 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $301,307 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $190,686 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $230,712 | CurrentTaxYearAmt |
| Total | $1,047,782 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,000 | CurrentTaxYearAmt |
| Total | $70,000 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $21,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $292 | CurrentTaxYearAmt |
| Total | $21,892 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,268,853 | TotalSupportAmt |
| Public Support CY170 | 0.65150 | PublicSupportCY170Pct |
| Public Support PY170 | 0.58190 | 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 | FUNDRAISING EVENT INCOME - 2016 AMOUNT: $ 21,600. OTHER INCOME - 2017 AMOUNT: $ 292. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $50,000 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $50,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,916,996 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,966,996 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $398,350 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $99,588 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $371,944 | CurrentYearMinus3Amt |
| Current Year Minus2 | $407,489 | CurrentYearMinus2Amt |
| Current Year Minus1 | $343,710 | CurrentYearMinus1Amt |
| Current Year | $398,350 | CurrentYearAmt |
| Total | $1,521,493 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,282,240 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $35,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $31,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $10,000 | CurrentYearMinus1Amt |
| Current Year | $50,000 | CurrentYearAmt |
| Total | $126,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $92,986 | CurrentYearMinus3Amt |
| Current Year Minus2 | $101,872 | CurrentYearMinus2Amt |
| Current Year Minus1 | $85,928 | CurrentYearMinus1Amt |
| Current Year | $99,588 | CurrentYearAmt |
| Total | $380,374 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $570,561 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $35,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $31,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $10,000 | CurrentYearMinus1Amt |
| Current Year | $50,000 | CurrentYearAmt |
| Total | $126,000 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,595,847 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $413,928 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,136,736 | OtherExpendituresAmt |
| End Year Balance | $5,873,039 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,165,965 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $763,110 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $333,228 | OtherExpendituresAmt |
| End Year Balance | $6,595,847 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,937,057 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$95,092 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $676,000 | OtherExpendituresAmt |
| End Year Balance | $6,165,965 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,859,481 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $77,576 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,937,057 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,612,188 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $918,361 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $671,068 | OtherExpendituresAmt |
| End Year Balance | $6,859,481 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.08900 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.91100 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $90,542 | OtherCostOrOtherBasisAmt |
| Depreciation | $51,512 | DepreciationAmt |
| Book Value | $39,030 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $39,030 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,787,377 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$133,748 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$133,748 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,921,125 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $23,714 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $23,714 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,944,839 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,394,836 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,394,836 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $23,714 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $23,714 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,418,550 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SCHOTT FOUNDATION ENDOWMENT WAS CREATED TO PROVIDE LONG-TERM FINANCIAL SUPPORT FOR THE SCHOTT FOUNDATION. ACCORDINGLY, THESE FUNDS ARE MANAGED WITH DISCIPLINED LONGER-TERM INVESTMENT OBJECTIVES AND STRATEGIES DESIGNED TO MEET CASH FLOWS AND SPENDING REQUIREMENTS. MANAGEMENT OF THE ASSETS IS DESIGNED TO ATTAIN THE MAXIMUM TOTAL RETURN CONSISTENT WITH ACCEPTABLE AND AGREED UPON LEVELS OF RISK. IT IS THE GOAL OF THE AGGREGATE LONG-TERM INVESTMENTS TO GENERATE AN AVERAGE TOTAL ANNUAL RETURN THAT EXCEEDS THE SPENDING/PAYOUT RATE PLUS INFLATION. |
| PART X, LINE 2: | THE FOUNDATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE FOUNDATION HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AND ITS DECISIONS TO CLASSIFY REVENUES AS EXEMPT AS ITS ONLY SIGNIFICANT TAX POSITIONS. HOWEVER, THE FOUNDATION HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE FOUNDATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. ITS FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR THE PAST THREE YEARS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (49 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADVANCEMENT PROJECT | ||||||||
| 1220 L STREET NW SUITE 850 | WASHINGTON | DC | 20005 | 954835230 | 501(C)(3) | $600,000 | BUILDING HEALTHY LIVING AND LEARNING COMMUNITIES | |
| ADVOCATES FOR COMMUNITY AND RURAL EDUCATION | ||||||||
| 401 S SCOTT STREET SUITE 5 | LITTLE ROCK | AR | 72201 | 710492205 | 501(C)(3) | $15,000 | ADVANCE EDUCATION EQUITY FOR LOW-INCOME STUDENTS IN ARKANSAS | |
| ARKANSAS ADVOCATES FOR CHILDREN & FAMILY | ||||||||
| 1400 WMARKHAM STREET SUITE 306 | LITTLE ROCK | AR | 72201 | 710492205 | 501(C)(3) | $15,000 | ADVANCE EDUCATION EQUITY FOR LOW-INCOME STUDENTS IN ARKANSAS | |
| ARKANSAS COMMUNITY INSTITUTE | ||||||||
| 2101 S MAIN ST | LITTLE ROCK | AR | 72206 | 721072223 | 501(C)(3) | $5,781 | TO ADDRESS ISSUES OF INEQUITY AND INJUSTICE IN PUBLIC EDUCATION | |
| ARKANSAS PUBLIC POLICY PANEL INC | ||||||||
| 1308 WEST 2ND STREET | LITTLE ROCK | AR | 72201 | 710467088 | 501(C)(3) | $32,800 | SUPPORT THE ARKANSAS OPPORTUNITY TO LEARN CAMPAIGN YOUTH SUMMIT AND ADVANCE EDUCATION EQUITY FOR LOW-INCOME STUDENTS IN ARKANSAS | |
| ASSOCIATION OF BLACK FOUNDATION EXECUTIVE | ||||||||
| 42 BROADWAY FLOOR 20 SUITE 2000 | NEW YORK | NY | 10004 | 237156531 | 501(C)(3) | $5,000 | CAMPAIGN: SOCIAL JUSTICE PHILANTHROPY | |
| BEYOND THE BRICKS INC | ||||||||
| 303 WEST 122ND STREET SUITE 25 | NEW YORK | NY | 10027 | 800735545 | 501(C)(3) | $13,500 | MAKING A FILM/ CAPACITY BUILDING/TECHNICAL ASSISTANCE PROVIDER | |
| BRIGHTON PARK NEIGHBORHOOD COUNCIL | ||||||||
| 4477 S ARCHER AVE | CHICAGO | IL | 60632 | 364229387 | 501(C)(3) | $20,000 | FREETHEFUNDS FOR CHICAGO EDUCATION EQUITY CAMPAIGN | |
| BROWNSVILLE SEEDS OF LITERACY INC | ||||||||
| 3122 MAHAM DR STE 801-294 | TALLAHASSEE | FL | 32308 | 833048831 | 501(C)(3) | $5,000 | TO SUPPORT EDUCATION | |
| CALIFORNIANS FOR JUSTICE EDUCATION FUND | ||||||||
| 1971 LAS PLUMAS AVE | SAN JOSE | CA | 95133 | 943256009 | 501(C)(3) | $52,800 | CAMPAIGN: FAIR & JUST SCHOOL CLIMATE, FAIR & JUST SCHOOL RESOURCES | |
| CENTER FOR LABOR EDUCATION AND RESEARCH | ||||||||
| 375 CENTRE STREET | BOSTON | MA | 02130 | 222604923 | 501(C)(3) | $40,000 | GRANT FOR JOB WITH JUSTICE/ CAMPAIGN/CAMPAIGN TO DEFEND PUBLIC EDUCATION | |
| CENTER FOR POPULAR DEMOCRACY INC | ||||||||
| 449 TROUTMAN ST SUITE A | BROOKLYN | NY | 11237 | 453813436 | 501(C)(3) | $45,600 | AROS/TO SUPPORT THE BUILDING AND STRENGTHENING OF LABOR/COMMUNITY COALITIONS | |
| COMMUNITY ASSET DEVELOPMENT REDEFINING ED | ||||||||
| 8410 SOUTH BROADWAY | LOS ANGELES | CA | 90003 | 264753821 | 501(C)(3) | $9,000 | TO SUPPORT EDUCATION | |
| COMMUNITY INITIATIVES | ||||||||
| 354 N PINE STREET 700 | SAN FRANCISCO | CA | 94104 | 943255070 | 501(C)(3) | $60,000 | ACTIVE VOICE LAB/FLIM MAKING /FIELD LEADERSHIP/ CAPACITY BUILDING/TECHNICAL ASSISTANCE | |
| COMMUNITY LABOR UNITED INC | ||||||||
| 6 BEACON ST 910 | BOSTON | MA | 02108 | 203404034 | 501(C)(3) | $12,000 | FOR BOSTON EDUCATION JUSTICE ALLIANCE | |
| EARLY CARE AND LEARNING COUNCIL | ||||||||
| 230 WASHINGTON AVE EXTENSION | ALBANY | NY | 12203 | 112348051 | 501(C)(3) | $10,000 | EXPULSION AND SUSPENSION OF BLACK AND BROWN CHILDREN, AN EARLY CHILD CARE AWARENESS CAMPAIGN | |
| ECONOMIC POLICY INSTITUTE | ||||||||
| 1225 EYE ST NW 6TH FLOOR | WASHINGTON | DC | 20902 | 521368964 | 501(C)(3) | $8,000 | BROADER, BOLDER APPROACH TO EDUCATION | |
| FAMILIES AND FRIENDS OF LOUISIANA'S INCAR | ||||||||
| 1307 ORETHA CASTLE HALEY BOULEVARD | NEW ORLEANS | LA | 70113 | 205924561 | 501(C)(3) | $15,250 | TO SUPPORT EQUITY IN EDUCATION ACROSS LOUISIANA/SCHOOL DISCIPLINE REFORM | SUITE 303 |
| FOUNDATION FOR LOUISIANA | ||||||||
| 4354 S SHERWOOD FOREST BLVD SUITE | BATON ROUGE | LA | 70816 | 203399944 | 501(C)(3) | $10,000 | FOR GREATER NEW ORLEANS FUNDERS NETWORK/ SUPPORT THE NEW ORLEANS YOUTH ORGANIZATION | 100 |
| FUNDERS FOR LGBTQ ISSUES | ||||||||
| 104 WEST 29TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | 134144494 | 501(C)(3) | $10,000 | TO SUPPORT PHILANTHROPIC ADVOCACY FOR LGBTQ YOUTH IN SCHOOLS | |
| GENDERS & SEXUALITIES ALLIANCE NETWORK | ||||||||
| 300 FRANK H OGAWA PLAZA SUITE 9 | OAKLAND | CA | 94612 | 205367752 | 501(C)(3) | $20,000 | FAIR AND JUST SCHOOL CLIMATE FOR LGBTQ & GNC STUDENTS. | |
| GEORGETOWN UNIVERSITY | ||||||||
| 600 NEW JERSEY AVENUE NW | WASHINGTON | DC | 20008 | 530196603 | 501(C)(3) | $5,000 | DISTRIBUTION OF SCHOOL RESOURCE OFFICERS (SROS) AND GIRLS OF COLOR TOOLKIT | |
| GIRLS FOR GENDER EQUITY | ||||||||
| 25 CHAPEL STREET SUITE 1006 | BROOKLYN | NY | 11201 | 043697166 | 501(C)(3) | $55,000 | TO SUPPORT THE SCHOOLS GIRLS DESERVE CAMPAIGN | |
| JOURNEY FOR JUSTICE ALLIANCE | ||||||||
| 4242 S COTTAGE GROVE AVENUE | CHICAGO | IL | 60653 | 362598637 | 501(C)(3) | $15,000 | EMERGENCY GRANT | |
| KENWOOD OAKLAND COMMUNITY ORGANIZATION | ||||||||
| 4242 S COTTAGE GROVE AVENUE | CHICAGO | IL | 60653 | 362598637 | 501(C)(3) | $48,050 | FOR JOURNEY FOR JUSTICE ALLIANCE/ TO SUPPORT THE #WECHOOSE CAMPAIGN, WORKING TO ADVANCE EDUCATION | |
| KIDS RETHINK NEW ORLEANS SCHOOLS | ||||||||
| 2020 OC HALEY BLVD | NEW ORLEANS | LA | 70113 | 331203055 | 501(C)(3) | $20,000 | CAMPAIGN: ELIMINATE ZERO-TOLERANCE DISCIPLINE POLICIES IN NEW ORLEANS | |
| LAWYERS' COMMITTEE FOR CIVIL RIGHTS & ECO | ||||||||
| 61 BATTERYMARCH STREET 5TH FLOOR | BOSTON | MA | 02110 | 043490614 | 501(C)(3) | $15,000 | TO PROVIDE TRAINING AND LEGAL SUPPORT FOR EDUCATION STAKEHOLDERS IN MA | |
| LEAP YEAR | ||||||||
| 229 PEACHTREE NE SUITE 725 | ATLANTA | GA | 30303 | 811224809 | 501(C)(3) | $5,000 | TO SUPPORT EDUCATION | |
| MASSACHUSETTS BUDGET & POLICY CENTER | ||||||||
| 15 COURT SQUARE SUITE 700 | BOSTON | MA | 02108 | 042967537 | 501(C)(3) | $40,000 | CAPACITY BUILDING/TECHNICAL ASSISTANCE PROVIDER/RESEARCH & COMMUNICATION | |
| MASSACHUSETTS COMMUNITIES ACTION NETWORK | ||||||||
| 14 CUSHING AVENUE | DORCHESTER | MA | 02125 | 042863903 | 501(C)(3) | $30,000 | CAMPAIGN: FAIR AND JUST SCHOOL RESOURCES IN NORTHEAST | |
| NATIONAL BLACK WOMEN'S JUSTICE INSTITUTE | ||||||||
| 2703 7TH STREET SUITE 109 | BERKELEY | CA | 94710 | 463198451 | 501(C)(3) | $20,000 | DECREASE THE USE OF PUNITIVE &EXCLUSIONARY DISCIPLINE PRACTICES IN BOSTON | |
| NATIONAL CENTER FOR FAIR AND OPEN TESTING | ||||||||
| PO BOX 300204 | JAMAICA PLAIN | MA | 02130 | 222653502 | 501(C)(3) | $5,000 | TO SUPPORT EDUCATION | |
| NATIVE AMERICAN YOUTH AND FAMILY CENTER | ||||||||
| 5135 NE COLUMBIA BLVD | PORTLAND | OR | 97218 | 931141536 | 501(C)(3) | $10,000 | NATIONAL URBAN INDIAN FAMILY COALITION | |
| NEIGHBOR TO NEIGHBOR MASSACHUSETTS | ||||||||
| 15 COURT SQUARE SUITE 345 | BOSTON | MA | 02108 | 043507716 | 501(C)(3) | $15,000 | FAIR AND JUST SCHOOL RESOURCES | |
| NETWORK FOR PUBLIC EDUCATION | ||||||||
| PO BOX 150266 | KEW GARDENS | NY | 11415 | 352532243 | 501(C)(3) | $30,000 | TO SUPPORT RESEARCH AND A STATE REPORT CARD ON SCHOOL PRIVATIZATION | |
| NEW YORK WOMEN'S FOUNDATION | ||||||||
| 39 BROADWAY 23RD FLOOR | NEW YORK | NY | 10006 | 133457287 | 501(C)(3) | $20,000 | TO SUPPORT THE NYC FUND FOR GIRLS AND YOUNG WOMEN OF COLOR | |
| ONE VOICE INC | ||||||||
| 1072 JR LYNCH STREET SUITE 7 | JACKSON | MS | 39203 | 020787550 | 501(C)(3) | $20,000 | TO SUPPORT MOVEMENT BUILDING EFFORTS TO ADVANCE EDUCATION EQUITY IN MISSISSIPPI | |
| ORLEANS PUBLIC EDUCATION NETWORK | ||||||||
| PO BOX 791312 | NEW ORLEANS | LA | 70179 | 800378257 | 501(C)(3) | $27,800 | NEW ORLEANS EQUITY INDEX PROJECT & ASSOCIATED POLICY ADVOCACY EFFORTS | |
| PEOPLE'S ACTION INSTITUTE | ||||||||
| 810 N MILWAUKEE AVE | CHICAGO | IL | 60642 | 362755109 | 501(C)(3) | $50,000 | TO SUPPORT THE EDUCATION OPPORTUNITY NETWORK/ SCHOOL PRIVATIZATION RESEARCH | |
| POLICING EQUITY | ||||||||
| 524 WEST 59T STREET ROOM 66314 | NEW YORK | NY | 10019 | 814945849 | 501(C)(3) | $795,000 | SCHOOL-TO-PRISON PIPELINE RESEARCH IN BROWARD COUNTY PUBLIC SCHOOLS, FL | |
| SOUTHERN ECHO INC | ||||||||
| 1350 LIVINGSTON LAND | JACKSON | MS | 39213 | 640819311 | 501(C)(3) | $32,800 | ALL MISSISSIPPI STUDENTS AND FAMILIES CAMPAIGN | |
| SOUTHERN EDUCATION FOUNDATION INC | ||||||||
| 135 AUBURN AVENUE NE 2ND FLOOR | ATLANTA | GA | 30303 | 135562388 | 501(C)(3) | $5,000 | SEF'S 150TH ANNIVERSARY CELEBRATION. | |
| STONE LANTERN FILMS INC | ||||||||
| 28 HILLSIDE AVE | SUFFERN | NY | 10901 | 521486485 | 501(C)(3) | $16,000 | BACKPACK FULL OF CASH, FILM TRANSLATION INTO SPANISH | |
| THE CHICAGO COMMUNITY TRUST | ||||||||
| 225 N MICHIGAN AVE 2200 | CHICAGO | IL | 60601 | 362167000 | 501(C)(3) | $32,800 | TO SUPPORT THE STRONG NEIGHBORHOOD HIGH SCHOOLS FOR A STRONGER CHICAGO CAMPAIGN | |
| WELLSTONE ACTION FUND | ||||||||
| 2446 UNIVERSITY AVENUE W SUITE 170 | SAINT PAUL | MN | 55114 | 352191193 | 501(C)(3) | $20,000 | TO PROVIDE ONSITE DIGITAL ORGANIZING TRAINING SUPPORT TO GRANTEES AND TO PROVIDE COALITION BUILDING TRAINING & TECHNICAL ASSISTANCE | |
| WORCESTER STATE FOUNDATION INC | ||||||||
| 486 CHANDLER STREET | WORCESTER | MA | 016022861 | 223248067 | 501(C)(3) | $15,000 | TO PROVIDE RESEARCH & NETWORKING SUPPORT ON OPPORTUNITY GAPS FOR LATINO STUDENTS | |
| XAVIER UNIVERSITY OF LOUISIANA | ||||||||
| 1 DREXEL DRIVE BOX 66 | NEW ORLEANS | LA | 701251098 | 720635884 | 501(C)(3) | $5,000 | TO SUPPORT EDUCATION | |
| YOUTHBUILD USA INC | ||||||||
| 58 DAY STREET | SOMERVILLE | MA | 02144 | 223076454 | 501(C)(3) | $52,800 | TO SUPPORT MASSACHUSETTS POSITIVE SCHOOL CLIMATE AND RESTORATIVE JUSTICE AND FAIR AND JUST SCHOOL CLIMATE AND RESOURCES IN THE NORTHEAST | |
| LOGAN SQUARE NEIGHBORHOOD ASSOCIATION INC | ||||||||
| 2840 NORTH MILWAIKEE AVE | CHICAGO | IL | 60618 | 362638491 | 501(C)(3) | $20,000 | TO SUPPORT GENERATION ALL, A YOUTH-LED CAMPAIGN FOR EQUITY IN PUBLIC EDUCATION IN CHICAGO | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 49 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ADHERES TO A STRICT POLICY FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES BY (1) ENABLING IT TO RETAIN CONTROL AND DISCRETION AS TO THE USE OF THE FUNDS; (2) MAINTAINING RECORDS THAT ESTABLISH THAT THE FUNDS WERE USED FOR EXEMPT PURPOSES; AND (3) LIMITING THE DISTRIBUTION OF FUNDS TO SPECIFIC PROJECTS THAT ARE IN FURTHERANCE OF ITS OWN EXEMPT PURPOSE. IN ADDITION, EACH POTENTIAL GRANTEE MUST SUBMIT A GRANT PROPOSAL TO THE ORGANIZATION WHICH OUTLINES THE GRANT AMOUNT REQUESTED AND THE PURPOSE OF THE GRANT. THE ORGANIZATION WILL THEN CONDUCT A PRE-GRANT INQUIRY WHICH ADDRESSES THE FOLLOWING: (1) THE IDENTITY, PRIOR HISTORY, AND EXPERIENCE OF THE GRANTEE ORGANIZATION AND ITS MANAGERS; (2) WHETHER THE GRANTEE HAS A HISTORY OF COMPLIANCE WITH THE TERMS OF PREVIOUS GRANTS; (3) THE CURRENT PROJECT; AND THE CONNECTION TO THE ORGANIZATION'S MISSION. AFTER THE GRANT HAS BEEN APPROVED, A GRANT AWARD LETTER IS SENT TO THE GRANTEE DISCUSSING THE TERMS OF THE GRANT. THIS LETTER REQUIRES THE GRANTEE TO FURNISH THE GRANTOR WITH A REPORT ON THE USE OF THE FUNDS AND THE PROGRESS MADE IN ACCOMPLISHING THE PURPOSE OF THE GRANT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN H JACKSON | ||||||||||||||
| PRESIDENT & CEO | $330,263 | $0 | $0 | $0 | $0 | $0 | $21,552 | $0 | $8,304 | $0 | $360,119 | $0 | $0 | $0 |
| CASSIE SCHWERNER | ||||||||||||||
| SENIOR VP OF PROGRAMS | $173,224 | $0 | $0 | $0 | $0 | $0 | $14,388 | $0 | $8,226 | $0 | $195,838 | $0 | $0 | $0 |
| HEIDI BROOKS | ||||||||||||||
| CHIEF OPERATING OFFICER | $167,605 | $0 | $0 | $0 | $0 | $0 | $13,728 | $0 | $9,124 | $0 | $190,457 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | ALL EMPLOYEES, INCLUDING THE PRESIDENT AND CEO ARE ELIGIBLE TO BE REIMBURSED $75 PER MONTH FOR HEALTH CLUB MEMBERSHIP. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | GREG JOBIN-LEEDS AND MARIA JOBIN-LEEDS ARE HUSBAND AND WIFE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE ACCOUNTANTS AND IS PROVIDED TO THE BOARD VIA E-MAIL PRIOR TO BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, ALL DIRECTORS REVIEW A LIST OF CURRENT GRANTEES AND VENDOR SIGNIFICANT PARTNERS AND DECLARE ANY CONFLICTS OR POTENTIAL CONFLICTS. THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY. ALL OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN AN ANNUAL ACKNOWLEDGEMENT THAT THEY HAVE RECEIVED A COPY OF THE POLICY, UNDERSTAND IT, AND AGREE TO ABIDE BY ITS TERMS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS OF DETERMINING INITIAL COMPENSATION OF THE ORGANIZATIONS CHIEF EXECUTIVE OFFICER AND OTHER OFFICERS INCLUDES A REVIEW BY AN OUTSIDE SEARCH FIRM. A SET OF PARAMETERS INCLUDING SALARY AND JOB DESCRIPTION GUIDELINES IS CONVEYED TO THE RECRUITMENT FIRM. THE RECRUITMENT FIRM WILL SEEK OUT INDIVIDUALS WITH THE APPROPRIATE BACKGROUND AND ALSO MAKE RECOMMENDATIONS AS TO THE COMPARABLE SALARIES FOR SIMILAR POSITIONS. THE BASIS OF THE COMPENSATION DECISION IS DOCUMENTED AND BASED ON A DETERMINATION THAT THE AMOUNT PAID IS NO MORE THAN REASONABLE IN VIEW OF SERVICES RENDERED. THE EXECUTIVE COMMITTEE MANAGES THIS PROCESS AND MAKES A RECOMMENDATION TO THE FULL BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. AN INTERESTED PARTY MAY MAKE A REQUEST DIRECTLY TO THE ORGANIZATION. ADDITIONALLY, THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE VIA THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLINE & SIGMUND SCHOTT FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 HANCOCK STREET SUITE 803N | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112856561 | EIN |
| Primary Activities | PRIVATE GRANTMAKING FOUNDATION | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | PF | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHOTT FDTN FOR PUBLIC EDUCATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| 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 | 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 | Yes (1) | 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 | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | 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 | CAROLINE & SIGMUND SCHOTT FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $925,533 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | LATE FILED RETURN DUE TO CCH SOFTWARE OUTAGE. | ExplanationTxt |