SPENCER EDUCATIONAL FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SPENCER EDUCATIONAL FOUNDATION INC (EIN 58-1420617)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-06
- IRS object ID
- 202512799349301761
- Schema version
- 2024v5.2
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-06T15:00:10-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221655803 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORFMAN ABRAMS MUSIC LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 PEHLE AVE SUITE 702 | AddressLine1Txt |
| City | SADDLE BROOK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581420617 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPENCER EDUCATIONAL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPEN | BusinessNameControlTxt |
| Phone | 2126556208 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23613 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100873613 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MEGAN MILLER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2126556208 | PhoneNum |
| Signature | 2025-10-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA DIAZ CPA | PreparerPersonNm |
| PTIN | P01362006 | PTIN |
| Phone | 2014039750 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MEGAN MILLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23613 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100873613 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,065,811 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SPENCERED.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | SPENCER EDUCATIONAL FOUNDATION, INC.'S ("THE FOUNDATION") MISSION IS TO FUND THE EDUCATION OF TOMORROW'S RISK MANAGEMENT AND INSURANCE INDUSTRY LEADERS. SINCE ITS FOUNDING IN 1980, SPENCER HAS AWARDED NEARLY $10.2 MILLION IN SCHOLARSHIPS TO STUDENTS STUDYING RISK MANAGEMENT AND INSURANCE. SPENCER HAS DIRECTLY IMPACTED AN ESTIMATED 110,000 STUDENTS THROUGH ITS PROGRAMMING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,177,419 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,076,775 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $296,985 | PYInvestmentIncomeAmt |
| CY Investment Income | $469,737 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,883 | PYOtherRevenueAmt |
| CY Other Revenue | $8,547 | CYOtherRevenueAmt |
| PY Total Revenue | $2,484,287 | PYTotalRevenueAmt |
| CY Total Revenue | $3,555,059 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,597,471 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,867,354 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $898,557 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $923,997 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $127,134 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $237,149 | PYOtherExpensesAmt |
| CY Other Expenses | $292,207 | CYOtherExpensesAmt |
| PY Total Expenses | $2,733,177 | PYTotalExpensesAmt |
| CY Total Expenses | $3,083,558 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$248,890 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $471,501 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,493,138 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,061,035 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $419,323 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $389,254 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,073,815 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,671,781 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO FACILITATE THE FUNDING OF TOMORROW'S RISK MANAGEMENT AND INSURANCE LEADERS THROUGH SCHOLARSHIPS, GRANTS, INTERNSHIP OPPORTUNITIES, ON AND OFF CAMPUS EXPERIENTIAL LEARNING, AND SUPPORT OF RISK MANAGEMENT CURRICULA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $717,500 | ExpenseAmt |
| Grant | $717,500 | GrantAmt |
| Desc | SCHOLARSHIPS - RISK MANAGEMENT AND INSURANCE STUDENTS ARE AT THE HEART OF EVERYTHING SPENCER DOES. SPENCER AWARDS UNDERGRADUATE, GRADUATE, AND PH.D. SCHOLARSHIPS TO STUDENTS STUDYING AT INSTITUTIONS IN THE UNITED STATES AND CANADA, AS WELL AS PART-TIME GRADUATE SCHOLARSHIPS TO RISK AND INSURANCE PROFESSIONALS CONTINUING THEIR EDUCATION.DURING 2024, SPENCER AWARDED 105 IN SCHOLARSHIPS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $375,729 | ExpenseAmt |
| Grant | $375,729 | GrantAmt |
| Desc | GENERAL GRANTS - SPENCER'S GRANTS PROGRAM SUPPORTS INITIATIVES THAT ALIGN WITH THE FOUNDATION'S MISSION TO FUND THE EDUCATION OF TOMORROW'S RISK MANAGEMENT AND INSURANCE LEADERS. SPENCER CONSIDERS GRANT PROPOSALS THAT FALL IN THE FOLLOWING TWO CRITICAL BRANCHES: 1. PROVIDE EXPERIENTIAL LEARNING OPPORTUNITIES FOR RISK MANAGEMENT AND INSURANCE STUDENTS, AND 2. ATTRACT NEW TALENT TO THE INDUSTRY.DURING 2024, SPENCER AWARDED 24 GENERAL GRANTS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $236,615 | ExpenseAmt |
| Grant | $236,615 | GrantAmt |
| Desc | INTERNSHIPS - THROUGH OUR INTERNSHIP GRANT PROGRAM, SPENCER AIMS TO SUPPORT TOMORROW'S RISK MANAGEMENT AND INSURANCE LEADERS THROUGH EXPERIENTIAL LEARNING OPPORTUNITIES. SPENCER PROVIDES INTERNSHIP GRANTS OF UP TO $7,500 TO RISK MANAGERS TO HIRE INTERNS IN THE RISK MANAGEMENT FUNCTION OF THEIR ORGANIZATIONS. EMPLOYERS APPLY FOR THE GRANTS FROM SPENCER, AND STUDENTS THEN APPLY DIRECTLY WITH THE COMPANIES FOR THE INTERNSHIP OPPORTUNITIES.DURING 2024, SPENCER AWARDED 31 INTERSHIP GRANTS | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,462,470 | ExpenseAmt |
| Grant | $537,510 | GrantAmt |
| Desc | COURSE DEVELOPMENT - SPENCER'S COURSE DEVELOPMENT GRANT PROGRAM SUPPORTS INTRODUCTORY RISK MANAGEMENT AND INSURANCE COURSE DEVELOPMENT - FOR UNIVERSITIES THAT HAVE NOT PREVIOUSLY OFFERED ANY SUCH INSTRUCTION - AS WELL AS PROPOSALS FOR ADDITIONAL COURSE CURRICULUM DEVELOPMENT AND PROGRAM DEVELOPMENT - FOR UNIVERSITIES LOOKING TO DEVELOP A RMI PROGRAM AND/OR EXPAND EXISTING RMI COURSE OFFERINGS, WITH AN EMPHASIS ON NEW AND EMERGING AREAS IN THE INDUSTRY.DURING 2024, SPENCER AWARDED 14 COURSE DEVELOPMENT GRANTS. RISK MANAGER ON CAMPUS GRANTS - FOR 24 YEARS, SPENCER'S RISK MANAGER ON CAMPUS (RMOC) PROGRAM HAS BEEN PRAISED BY BOTH UNIVERSITIES AND RISK MANAGERS AS A REWARDING EDUCATIONAL EXPERIENCE FOR STUDENTS AND A CHANCE TO GIVE BACK TO THE PROFESSION. THE PROGRAM BRINGS A PRACTICING RISK MANAGER TO THE UNIVERSITY TO PRESENT AND ENGAGE WITH STUDENTS ABOUT THE RISK MANAGEMENT PROFESSION AND INSURANCE INDUSTRY.STUDENT RISK MANAGEMENT CHALLENGE - THE SPENCER-RIMS STUDENT RISK CHALLENGE IS AN INTERNATIONAL STUDENT COMPETITION IN WHICH STUDENTS SHOWCASE THEIR RESEARCH SKILLS AND APPLY THEIR RISK MANAGEMENT KNOWLEDGE TO REAL-LIFE SCENARIO. THE COMPETITION REQUIRES UNIVERSITY/COLLEGE TEAMS COMPRISING OF FOUR STUDENTS TO DEVELOP AND PRESENT A COMPREHENSIVE RISK MANAGEMENT REPORT BASED ON A CASE STUDY. A JUDGING COMMITTEE EVALUATES THE TEAMS' SOLUTIONS, AND THE TOP EIGHT TEAMS ARE INVITED TO PRESENT THEIR STRATEGIES AT THE ANNUAL RIMS RISKWORLD CONFERENCE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,462,470 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $537,510 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $2,792,314 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | 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 | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| 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 |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEGAN MILLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2672071759 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23613 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| STEPHEN ACUNTO JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH CELLURA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR CASSANDRA COLE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RON DAVIS RETIRED 112024 | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREA M DUDEK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DUNCAN ELLIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE GIBSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER J LANG RET 121124 | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH V LAROCCO JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR WEILI LU | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE MCLANE JOINED 1124 | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| B PUCKETT GALLAGHER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELE J SANSONE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW SCHNEIDER RETIRED 121124 | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LORI SEIDENBERG RETIRED 1124 | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BEN SLOOP | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUE SRINIVASAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH RICCIARDELLI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBIN ROEDER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALBAN LALOUM JOINED 1124 | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TERESA BLACK RETIRED 121124 | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KRISTEN BESSETTE RET 121124 | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOHNELL HOLLY | |||||||
| CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JEFFREY COHEN | |||||||
| PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BOB THOMAS | |||||||
| VICE PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JACKIE BOLIG | |||||||
| SECRETARY | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MICHAEL VANACKER | |||||||
| TREASURER | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MEGAN MILLER | |||||||
| EXECUTIVE DIRECTOR | 40.00 | $341,738 | $0 | $54,860 | Yes (X) | ||
| GINA M BOYLE | |||||||
| FINANCE AND OPERATIONS DIR | 40.00 | $22,750 | $0 | $1,088 | Yes (X) | ||
| TANDEKA NOMVETE | |||||||
| EXTERNAL ENGAGEMENT DIRECT | 40.00 | $161,731 | $0 | $28,144 | Yes (X) | ||
| KENNETH GOLDSTEIN | |||||||
| UNIVERSITY PARTNERSHIPS DI | 40.00 | $170,048 | $0 | $41,612 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $696,267 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $125,704 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,161,953 | FundraisingAmt |
| All Other Contributions | $1,914,822 | AllOtherContributionsAmt |
| Total Contributions | $3,076,775 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $302,699 | TotalRevenueColumnAmt |
| Exclusion | $302,699 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,233,630 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,066,592 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $167,038 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $167,038 | TotalRevenueColumnAmt |
| Exclusion | $167,038 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $444,160 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,161,953 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $444,160 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $8,547 | TotalRevenueColumnAmt |
| Exclusion | $8,547 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,547 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,555,059 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $478,284 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,019,566 | TotalAmt |
| Program Services | $1,019,566 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $705,000 | TotalAmt |
| Program Services | $705,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,788 | TotalAmt |
| Program Services | $142,788 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $420,437 | TotalAmt |
| Program Services | $309,368 | ProgramServicesAmt |
| Management And General | $29,365 | ManagementAndGeneralAmt |
| Fundraising | $81,704 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,022 | TotalAmt |
| Program Services | $339,141 | ProgramServicesAmt |
| Management And General | $16,756 | ManagementAndGeneralAmt |
| Fundraising | $12,125 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,763 | TotalAmt |
| Program Services | $25,846 | ProgramServicesAmt |
| Management And General | $917 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,683 | TotalAmt |
| Program Services | $50,750 | ProgramServicesAmt |
| Management And General | $3,656 | ManagementAndGeneralAmt |
| Fundraising | $1,277 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,092 | TotalAmt |
| Program Services | $45,720 | ProgramServicesAmt |
| Management And General | $2,999 | ManagementAndGeneralAmt |
| Fundraising | $4,373 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,212 | TotalAmt |
| Management And General | $69,212 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,087 | TotalAmt |
| Program Services | $15,441 | ProgramServicesAmt |
| Fundraising | $4,646 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,500 | TotalAmt |
| Fundraising | $1,500 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,488 | TotalAmt |
| Program Services | $5,900 | ProgramServicesAmt |
| Management And General | $13,695 | ManagementAndGeneralAmt |
| Fundraising | $9,893 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,160 | TotalAmt |
| Program Services | $5,027 | ProgramServicesAmt |
| Management And General | $3,777 | ManagementAndGeneralAmt |
| Fundraising | $3,356 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,413 | TotalAmt |
| Program Services | $95,617 | ProgramServicesAmt |
| Management And General | $8,509 | ManagementAndGeneralAmt |
| Fundraising | $3,287 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,840 | TotalAmt |
| Management And General | $5,840 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,534 | TotalAmt |
| Program Services | $2,150 | ProgramServicesAmt |
| Management And General | $9,384 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| BAD DEEBT EXPENSE | $30,000 | $30,000 | |
| FUNDRAISING EXPENSE | $4,973 | $4,973 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,083,558 | TotalAmt |
| Program Services | $2,792,314 | ProgramServicesAmt |
| Management And General | $164,110 | ManagementAndGeneralAmt |
| Fundraising | $127,134 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,330 | BOYAmt |
| EOY | $522,900 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $700,000 | BOYAmt |
| EOY | $49,641 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $932,178 | BOYAmt |
| EOY | $1,591,790 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,804 | BOYAmt |
| EOY | $116,039 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,215 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,215 | BOYAmt |
| EOY | $10,215 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,354,444 | BOYAmt |
| EOY | $7,754,975 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,167 | BOYAmt |
| EOY | $15,475 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,493,138 | BOYAmt |
| EOY | $10,061,035 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,216 | BOYAmt |
| EOY | $170,846 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,107 | BOYAmt |
| EOY | $153,408 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,000 | BOYAmt |
| EOY | $65,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $419,323 | BOYAmt |
| EOY | $389,254 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,857,004 | BOYAmt |
| EOY | $6,822,869 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,216,811 | BOYAmt |
| EOY | $2,848,912 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,073,815 | BOYAmt |
| EOY | $9,671,781 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,493,138 | BOYAmt |
| EOY | $10,061,035 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $471,501 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $145,727 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$19,262 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,782,768 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,681,826 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,529,929 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,177,419 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,076,775 | CurrentTaxYearAmt |
| Total | $11,248,717 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,782,768 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,681,826 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,529,929 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,177,419 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,076,775 | CurrentTaxYearAmt |
| Total | $11,248,717 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $754,300 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,494,417 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $79,924 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $106,485 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $173,504 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $296,985 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $302,699 | CurrentTaxYearAmt |
| Total | $959,597 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,944 | CurrentTaxYearMinus4YearsAmt |
| Total | $10,944 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,939 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,774 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,579 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,883 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,547 | CurrentTaxYearAmt |
| Total | $65,722 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,284,980 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $939,489 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85420 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91850 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $406,627 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,425 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $414,052 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $371,700 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $34,927 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $406,627 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $386,019 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$14,319 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $371,700 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $375,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $11,019 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $386,019 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $225,000 | BeginningYearBalanceAmt |
| Contributions | $150,000 | ContributionsAmt |
| End Year Balance | $375,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.90560 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09440 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,215 | OtherCostOrOtherBasisAmt |
| Book Value | $10,215 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,215 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE ADVANCES | Desc |
| Amt | $65,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $65,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,800,614 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $145,727 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $119,090 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $264,817 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,535,797 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $19,262 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $19,262 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,555,059 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,202,648 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $119,090 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $119,090 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,083,558 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,083,558 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION IS A TAX-EXEMPT ORGANIZATION AS DEFINED BY SECTION 501(C)(3) OF INTERNAL REVENUE CODE, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE FOUNDATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE FOUNDATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| NORTH AMERICA | 0 | 0 | GRANTMAKING | $49,000 |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTMAKING | $41,200 |
| EAST ASIA | 0 | 0 | GRANTMAKING | $24,819 |
| SOUTH ASIA | 0 | 0 | GRANTMAKING | $27,769 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $142,788 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $142,788 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | RegionTxt |
| Purpose Of Grant | GENERAL GRANTINTERNSHIPRMOC GRANT | PurposeOfGrantTxt |
| Cash Grant | $29,000 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| AWARDS | EAST ASIA | 4 | $5,000 | WIRE |
| AWARDS | SOUTH ASIA | 4 | $10,000 | WIRE |
| SCHOLARSHIPS | NORTH AMERICA | 4 | $20,000 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION DISTRIBUTES FUNDS THROUGH SIX PROGRAMS: SCHOLARSHIPS, INTERNSHIP GRANTS, RISK MANAGER IN RESIDENCE PROGRAM GRANTS, COURSE DEVELOPMENT, RISK MANAGEMENT CHALLENGE AND GENERAL GRANTS. EACH PROGRAM HAS A UNIQUE APPLICATION, WHICH IS REVIEWED AND EVALUATED BY A COMMITTEE. THE CRITERIA FOR EACH PROGRAM CAN BE FOUND ON THE FOUNDATION'S WEBSITE (WWW.SPENCERED.ORG). | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPENCER GALA | Event1Nm |
| Gross Receipts Event1 | $1,307,808 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $986,309 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $321,499 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $248,844 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $18,450 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $54,205 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $144,276 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $39,921 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $104,355 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $9,000 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $95,355 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $154,029 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $135,723 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $18,306 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $566 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $17,740 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,606,113 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,161,953 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $444,160 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $257,844 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $566 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $18,450 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $167,300 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $444,160 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (71 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| HBCU IMPACT | |||||||||
| 750 CROSS POINTE RD | COLUMBUS | OH | 43230 | 202929264 | 501(C)(3) | $5,000 | $0 | GENERAL GRANT | |
| FLORIDA AGRICULTURAL & MECHANICAL UNIVERSITY (FAMU) | |||||||||
| 1700 LEE HALL DR 201 | TALLAHASSEE | FL | 32307 | 590977035 | 501(C)(3) | $7,500 | $0 | INTERNSHIP | |
| NATIONAL AFRICAN AMERICAN INSURANCE ASSOCIATION (NAAIA) | |||||||||
| 244 5TH AVE | NEW YORK | NY | 10001 | 311471178 | 501(C)(6) | $17,000 | $0 | GENERAL GRANT | |
| THE NATIONAL ALLIANCE FOR INSURANCE EDUCATION AND RESEARCH | |||||||||
| 3630 N HILLS DR | AUSTIN | TX | 78731 | 742493055 | 501(C)(3) | $25,000 | $0 | GENERAL GRANT | |
| UNIVERSITY OF COLORADO-DENVER | |||||||||
| 1201 LARIMER ST | DENVER | CO | 80204 | 846000555 | 501(C)(3) | $20,000 | $0 | GENERAL GRANT | |
| UNIVERSITY OF GEORGIA | |||||||||
| 104 CALDWELL HALL | ATHENS | GA | 306024227 | 586001998 | 501(C)(3) | $6,000 | $0 | GENERAL GRANT | |
| UNIVERSITY OF HOUSTON - DOWNTOWN | |||||||||
| 1 MAIN ST | HOUSTON | TX | 77002 | 746001400 | 501(C)(3) | $32,400 | $0 | COURSE DEV GRANTGENERAL GRANTRMOC GRANT | |
| UNIVERSITY OF ST THOMAS | |||||||||
| 2115 SUMMIT AVE | ST PAUL | MN | 55105 | 410693970 | 501(C)(3) | $14,715 | $0 | GENERAL GRANT | |
| GEORGIA STATE UNIVERSITY | |||||||||
| PO BOX 2668 | ATLANTA | GA | 30303 | 586033185 | 501(C)(3) | $10,000 | $0 | GENERAL GRANT | |
| VIRGINIA COMMONWEALTH UNIVERSITY | |||||||||
| 910 WEST FRANKLIN STREET | RICHMOND | VA | 23284 | 546001758 | 501(C)(6) | $34,725 | $0 | GENERAL GRANTRMOC GRANT | |
| TEMPLE UNIVERSITY INSTITUTIONAL ADVANCEMENT | |||||||||
| 1803 NORTH BROAD STREET | PHILADELPHIA | PA | 19122 | 231365971 | 501(C)(3) | $5,000 | $0 | RMOC GRANT | |
| UNIVERSITY OF NORTH TEXAS | |||||||||
| 1501 W CHESTNUT AVE | DENTON | TX | 76203 | 756002149 | 501(C)(3) | $10,000 | $0 | COURSE DEV GRANTRMOC GRANT | |
| APPALACHIAN STATE UNIVERSITY FOUNDATION INC | |||||||||
| ASU BOX 32064 MCKINNEY CTR | BOONE | NC | 28608 | 237099379 | 501(C)(3) | $8,500 | $0 | GENERAL GRANTRMOC GRANT | |
| ST JOSEPH'S UNIVERSITY | |||||||||
| 5600 CITY AVE | PHILADELPHIA | PA | 19131 | 231352674 | 501(C)(3) | $50,000 | $0 | GENERAL GRANT | |
| AES GLOBAL INSURANCE COMPANY THE AES CORP | |||||||||
| 4300 WILSON BLVS STE 1100 | ARLINGTON | VA | 22203 | 541163725 | $7,500 | $0 | INTERNSHIP | ||
| BLOCK COMMUNICATIONS INC | |||||||||
| 3667 OLD EASTON RD | DOYLESTOWN | PA | 18902 | 344374555 | $7,500 | $0 | INTERNSHIP | ||
| HACKENSACK MERIDIAN HEALTH | |||||||||
| 343 THORNALL ST 8TH FL | EDISON | NJ | 08837 | 222315044 | 501(C)(3) | $7,500 | $0 | INTERNSHIP | |
| INDIANA STATE UNIVERSITY | |||||||||
| 210 N SEVENTH ST | TERRE HAUTE | IN | 47809 | 222769024 | 501(C)(3) | $10,320 | $0 | COURSE DEV GRANTRMOC GRANT | |
| COLUMBIA SPORTSWEAR COMPANY | |||||||||
| 4375 NW SCIENCE PARK DR | PORTLAND | OR | 97229 | 930498284 | $7,500 | $0 | INTERNSHIP | ||
| INSURING MI FUTURE | |||||||||
| 416 S CEDAR ST SUITE H | LANSING | MI | 48912 | 813300743 | $19,500 | $0 | GENERAL GRANT | ||
| JACKSON STATE UNIVERSITY | |||||||||
| 1400 JOHN R LYNCH STREET | JACKSON | MS | 39217 | 646000507 | 501(C)(3) | $5,000 | $0 | RMOC GRANT | |
| FLOW CONTROL GROUP | |||||||||
| 3915 SHOPTON RD | CHARLOTTE | NC | 28217 | 222827243 | $7,500 | $0 | INTERNSHIP | ||
| LA SALLE UNIVERSITY | |||||||||
| 1900 W OLNEY AVE | PHILADELPHIA | PA | 19141 | 231352654 | 501(C)(3) | $5,324 | $0 | GENERAL GRANTRMOC GRANT | |
| KITE REALTY GROUP | |||||||||
| 400 E FORDHAM ROAD SUITE 201 | BRONX | NY | 10458 | 201453863 | $7,500 | $0 | INTERNSHIP | ||
| MATCH GROUP INC | |||||||||
| 8750 N CENTRAL EXPY STE 1400 | DALLAS | TX | 75231 | 592712887 | $7,500 | $0 | INTERNSHIP | ||
| MERCY COLLEGE | |||||||||
| 555 BROADWAY | DOBBS FERRY | NY | 10522 | 131967321 | 501(C)(3) | $5,000 | $0 | RMOC GRANT | |
| MORGAN STATE UNIVERSITY | |||||||||
| 1700 EAST COLD SPRINGS LANE 41-900 | BALTIMORE | MD | 21251 | 562002033 | 501(C)(3) | $10,000 | $0 | GENERAL GRANT | |
| OKLAHOMA CITY COMMUNITY COLLEGE (OCCC) | |||||||||
| 7777 S MAY AVE | OKLAHOMA CITY | OK | 73159 | 731547215 | $7,500 | $0 | INTERNSHIP | ||
| PORT OF PORTLAND | |||||||||
| 7200 NE AIRPORT WAY | PORTLAND | OR | 97208 | 936001832 | $7,500 | $0 | INTERNSHIP | ||
| RICHMOND NATIONAL GROUP | |||||||||
| 3951 WESTERRE PKWY | RICHMOND | VA | 23233 | 872521969 | $7,500 | $0 | INTERNSHIP | ||
| OVERHEAD DOOR CORPORATION | |||||||||
| 2501 S STATE HIGHWAY 121 BUS STE | LEWISVILLE | TX | 75067 | 274267438 | $7,500 | $0 | INTERNSHIP | 200 | |
| DALLAS FORT WORTH (DFW) INTERNATIONAL AIRPORT BOARD | |||||||||
| 2400 AVIATION DR | DALLAS | TX | 75261 | 751634822 | $7,500 | $0 | INTERNSHIP | ||
| SAVANNAH STATE UNIVERSITY | |||||||||
| 5050 SPRING VALLEY RD | DALLAS | TX | 75244 | 586002069 | $20,000 | $0 | COURSE DEVELOPMENT | ||
| SP PLUS CORPORATION | |||||||||
| 535E E 75TH ST | NEW YORK | NY | 10021 | 161171179 | $7,500 | $0 | INTERNSHIP | ||
| HARBOR GROUP MANAGEMENT CO LLC | |||||||||
| 999 WATERSIDE DR 2300 | NORFOLK | VA | 23510 | 541329081 | $7,500 | $0 | INTERNSHIP | ||
| VARSITY BRANDS LLC | |||||||||
| 14460 VARSITY BRANDS WAY | FARMERS BRANCH | TX | 75244 | 472460272 | $7,500 | $0 | INTERNSHIP | ||
| BON SECOURS MERCY HEALTH INC | |||||||||
| 1701 MERCY HEALTH PL | CINCINNATI | OH | 45237 | 521301088 | 501(C)(3) | $7,500 | $0 | INTERNSHIP | |
| HENRY SCHEIN INC | |||||||||
| 135 DURYEA ROAD | MELVILLE | NY | 11747 | 113136595 | $7,500 | $0 | INTERNSHIP | ||
| SOUTHEASTERN LOUISIANA UNIVERSITY | |||||||||
| 548 WESTERN AVE SLU 10720 | HAMMOND | LA | 70402 | 726000816 | $29,052 | $0 | COURSE DEVLOPMENT | ||
| OREGON HEALTH AND SCIENCE UNIVERSITY | |||||||||
| 3181 SW SAM JACKSON PARK RD | PORTLAND | OR | 97239 | 931176109 | $7,500 | $0 | INTERNSHIP | ||
| STATE UNIVERSITY OF NEW YORK AT BROCKPORT | |||||||||
| 350 NEW CAMPUS DRIVE | BROCKPORT | NY | 14420 | 161514621 | 501(C)(3) | $22,500 | $0 | COURSE DEVLOPMENT | |
| FISK UNIVERSITY | |||||||||
| 1000 17TH AVE N | NASHVILLE | TN | 37208 | 620202000 | 501(C)(3) | $10,535 | $0 | COURSE DEVELOPMENT | |
| THE ACTUARIAL FOUNDATION | |||||||||
| 869 E SCHAUMBURG | SCHAUMBURG | IL | 60194 | 363968441 | 501(C)(3) | $15,000 | $0 | GENERAL GRANT | |
| THE UNIVERSITY OF GEORGIA | |||||||||
| 180 EAST GREEN STREET | ATHENS | GA | 30602 | 266593571 | $33,646 | $0 | COURSE DEVELOPMENT | ||
| UNIVERSITY OF DENVER | |||||||||
| 2199 UNIVERSITY OF DENVER | DENVER | CO | 80208 | 840404231 | 501(C)(3) | $7,500 | $0 | INTERNSHIP | |
| ILLINOIS STATE UNIVERSITY | |||||||||
| 100 N UNIVERSITY ST | NORMAL | IL | 61790 | 376025713 | 501(C)(3) | $17,000 | $0 | GENERAL GRANTRMOC GRANT | |
| LE MOYNE COLLEGE | |||||||||
| 1419 SALT SPRINGS ROAD | SYRACUSE | NY | 13214 | 150545841 | 501(C)(3) | $12,331 | $0 | GENERAL GRANT | |
| UNIVERSITY OF HOUSTON-CT BAUER | |||||||||
| 4250 MARTIN LUTHER KING BLVD | HOUSTON | TX | 77204 | 231365971 | 501(C)(3) | $11,000 | $0 | COURSE DEVELOPMENT | |
| UNIVERSITY OF OKLAHOMA | |||||||||
| 4502 E 41ST STREET | TULSA | OK | 74135 | 736017978 | $7,500 | $0 | INTERNSHIP | ||
| URMIA | |||||||||
| 407 E COLORADO ST STE 16 | GLENDALE | CA | 91205 | 954367236 | $10,000 | $0 | GENERAL GRANT | ||
| VANDERBILT UNIVERSITY | |||||||||
| 2100 WEST END AVENUE SUITE 1000 | NASHVILLE | TN | 37203 | 620476822 | 501(C)(3) | $7,500 | $0 | INTERNSHIP | |
| VYSTAR CREDIT UNION | |||||||||
| 76 SOUTH LAURA STREET | JACKSONVILLE | FL | 32202 | 590690965 | 501(C)(3) | $7,500 | $0 | INTERNSHIP | |
| YMCA OF SNOHOMISH COUNTY | |||||||||
| 3120 MCDOUGALL AVE | EVERETT | WA | 98201 | 910565661 | 501(C)(3) | $7,500 | $0 | INTERNSHIP | |
| NEW MEXICO STATE UNIVERSITY | |||||||||
| 1780 EAST UNIVERSITY AVE | LAS CRUCES | NM | 88003 | 464917596 | 501(C)(3) | $5,000 | $0 | RMOC GRANT | |
| NATIONAL ASSOCIATION OF BLACK COMPLIANCE AND RISK MANAGEMENT PROFESSIONALS | |||||||||
| 840 SW 81ST AVENUE SUITE 303 R-S | NORTH LAUDERDALE | FL | 33068 | 851185150 | 501(C)(3) | $8,000 | $0 | GENERAL GRANT | |
| ADECCO GROUP | |||||||||
| 1015 DEERWOOD PARK BLVD | JACKSONVILLE | FL | 32256 | 943286700 | $7,500 | $0 | INTERNSHIP | ||
| AG PROCESSING INC | |||||||||
| 12700 W DODGE RD PO BOX 2407 | OMAHA | NE | 68154 | 420615016 | $7,500 | $0 | INTERNSHIP | ||
| AMERICAN RISK & INSURANCE ASSOCIATION (ARIA) RISK & INSURANCE TEACHING SO | |||||||||
| 2840 WEST BAY DR | BELLEAIR BLF | FL | 33770 | 370844406 | $20,000 | $0 | GENERAL GRANT | ||
| ANSCHUTZ ENTERTAINMENT GROUP INC (AEG) | |||||||||
| 865 S FIGUEROA ST SUITE 800 | LOS ANGELES | CA | 90017 | 841260056 | $7,500 | $0 | INTERNSHIP | ||
| ARIZONA STATE UNIVERSITY | |||||||||
| PO BOX 875812 | TEMPE | AZ | 85287 | 860196696 | $7,273 | $0 | RELOCATION GRANT | ||
| BALL STATE UNIVERSITY | |||||||||
| 2000 W UNIVERSITY AVENUE | MUNCIE | IN | 47306 | 356000221 | $10,000 | $0 | COURSE DEVELOPMENT | ||
| CALIFORNIA STATE UNIVERSITY-FULLERTON | |||||||||
| 2600 NUTWOOD AVE SUITE 830 | FULLERTON | CA | 92831 | 330567945 | 501(C)(3) | $40,000 | $0 | GENERAL GRANTCOURSE DEVELOPMENTRMOC GRANT | |
| LVMH | |||||||||
| 19 E 57TH ST | NEW YORK | NY | 10022 | 133870253 | $7,500 | $0 | INTERNSHIP | ||
| BOWIE STATE UNIVERSITY | |||||||||
| 14000 JERICHO PARK ROAD | BOWIE | MD | 20715 | 520952758 | 501(C)(3) | $50,000 | $0 | COURSE DEVELOPMENT | |
| UNIVERSITY OF NEVADA RENO | |||||||||
| MS 0162 | RENO | NV | 89557 | 942781749 | $16,050 | $0 | GENERAL GRANT | ||
| BOWLING GREEN STATE UNIVERSITY | |||||||||
| GRANTS ACCOUNTING OFFICE 312 | BOWLING GREEN | OH | 43403 | 346007008 | $10,000 | $0 | COURSE DEVELOPMENT | ADMINISTRATION BUILDING | |
| BROOKLYN COLLEGE | |||||||||
| 2900 BEDFORD AVE INGERSOLL HALL | BROOKLYN | NY | 11210 | 111904329 | $30,000 | $0 | COURSE DEVELOPMENT | ||
| BUTLER UNIVERSITY | |||||||||
| 4600 SUNSET AVENUE | INDIANAPOLIS | IN | 46208 | 350867977 | 501(C)(3) | $5,000 | $0 | RMOC GRANT | |
| FAULKNER UNIVERSITY | |||||||||
| 5345 ATLANTA HWY | MONTGOMERY | AL | 36109 | 630329409 | $50,000 | $0 | COURSE DEVELOPMENT | ||
| EAST CAROLINA UNIVERSITY | |||||||||
| 2200 CHARLES BLVD | GREENVILLE | NC | 27858 | 566000400 | $12,000 | $0 | GENERAL GRANT | ||
| DIOCESE OF ST AUGUSTINE | |||||||||
| 11625 OLD ST AUGUSTINE RD | JACKSONVILLE | FL | 32256 | 593746849 | $7,500 | $0 | INTERNSHIP GRANT | ||
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 101 | $697,500 |
| RISK MANAGEMENT CHALLENGE | 4 | $7,500 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION DISTRIBUTES FUNDS THROUGH SIX PROGRAMS: SCHOLARSHIPS, INTERNSHIP GRANTS, RISK MANAGER IN RESIDENCE PROGRAM GRANTS, COURSE DEVELOPMENT, RISK MANAGEMENT CHALLENGE AND GENERAL GRANTS. EACH PROGRAM HAS A UNIQUE APPLICATION, WHICH IS REVIEWED AND EVALUATED BY A COMMITTEE. THE CRITERIA FOR EACH PROGRAM CAN BE FOUND ON THE FOUNDATION'S WEBSITE (WWW.SPENCERED.ORG). FOR SCHOLARSHIPS: THE AWARD CHECK IS MADE OUT JOINTLY TO THE RECIPIENT AND THE UNIVERSITY. THE FUNDS ARE TO BE APPLIED BY THE UNIVERSITY'S BURSAR FIRST TO TUITION, BOOKS, AND RISK MANAGEMENT/INSURANCE CURRICULUM-RELATED EXPENSES; SECOND, THE FUNDS ARE TO BE APPLIED TO ROOM AND BOARD EXPENSES. FOR INTERNSHIP GRANTS: THE AWARD CHECK IS MADE OUT TO THE APPLICANT'S ORGANIZATION. APPLICANTS ARE REQUIRED TO SHARE WHO THEY HIRED (RESUME AND TRANSCRIPT) AND THEY NEED TO COMPLETE A FINAL REPORT. FOR RISK MANAGER IN RESIDENCE GRANTS: THE AWARD CHECK IS MADE OUT TO THE APPLYING UNIVERSITY. THE APPLICANT IS REQUIRED TO COMPLETE A FINAL REPORT (INCLUDING FINAL BUDGET) AND REIMBURSE THE RISK MANAGER FOR EXPENSES. FOR GENERAL GRANTS: THE AWARD CHECK IS MADE OUT TO THE APPLICANT'S ORGANIZATION. APPLICANTS ARE REQUIRED TO COMPLETE A FINAL REPORT (INCLUDING FINAL BUDGET). | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MEGAN MILLER | ||||||||||||||
| EXECUTIVE DIRECTOR | $286,738 | $0 | $55,000 | $0 | $0 | $0 | $24,697 | $0 | $30,163 | $0 | $396,598 | $0 | $0 | $0 |
| TANDEKA NOMVETE | ||||||||||||||
| EXTERNAL ENGAGEMENT DIRECT | $136,731 | $0 | $25,000 | $0 | $0 | $0 | $10,279 | $0 | $17,865 | $0 | $189,875 | $0 | $0 | $0 |
| KENNETH GOLDSTEIN | ||||||||||||||
| UNIVERSITY PARTNERSHIPS DI | $140,048 | $0 | $30,000 | $0 | $0 | $0 | $11,794 | $0 | $29,818 | $0 | $211,660 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | DRAFT FORM 990 IS REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND AUDIT/FINANCE COMMITTEE. AFTER REVIEW THE FORM 990 IS THEN PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD OF DIRECTOR'S MEMBERS COMPLETE A COI FORM ANNUALLY. THE FORMS ARE THEN REVIEWED BY THE BOARD COMPOSITION AND GOVERNANCE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15A | A COMPARATIVE ANALYSIS OF SALARIES FOR SIMILAR EMPLOYEES AT SIMILAR ORGANIZATIONS IS CONDUCTED ANNUALLY. INDUSTRY PUBLICATIONS SUCH AS THE BRIDGESPAN COMPENSATION REPORT AND OTHER PUBLICALLY AVAILABLE REPORTS ARE ALSO USED FOR BENCHMARKING. THE ENTIRE FIVE MEMBER EXECUTIVE COMMITTEE WEIGHS IN ON AND APPROVES ANNUAL COMPENSATION CHANGES AND BONUSES. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS ARE INCLUDED IN THE ANNUAL REPORT. OTHER DOCUMENTS ARE AVAIABLE UPON REQUEST. |
| FORM 990 PART VII, SECTION A, | LINE (28) - PART VII, SECTION B: UNDER A WRITTEN MANAGEMENT AGREEMENT THE REPORTING ORGANIZATION REIMBURSED RISK AND INSURANCE MANAGEMENT SOCIETY, INC. ("RIMS") (A NON-RELATED ORGANIZATION FOR PURPOSES OF FORM 990, SCHEDULE R REPORTING) PERSONNEL COSTS (REPORTED IN ACCOMPANYING FORM 990, PART VII, SECTION A) THAT INCLUDES THE SERVICES OF 1) EXECUTIVE DIRECTOR, 2) FINANCE & OPERATIONS DIRECTOR, 3)UNIVERSITY PARTNERSHIPS DIRECTOR AND 4) EXTERNAL ENGAGEMENT DIRECTOR. |