COMMUNITIES IN SCHOOLS INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITIES IN SCHOOLS INC (EIN 58-1289174)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-04-24
- IRS object ID
- 201821149349300427
- Schema version
- 2016v3.0
- 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 F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-24T10:00:03-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521446779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON LAMBERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4242 SIX FORKS RD STE 1500 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581289174 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITIES IN SCHOOLS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 8002474543 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2345 CRYSTAL DRIVE NO 700 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DALE ERQUIAGA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8002474543 | PhoneNum |
| Signature | 2018-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN HUSKINS | PreparerPersonNm |
| PTIN | P01081531 | PTIN |
| Phone | 9197196400 | PhoneNum |
| Preparation | 2018-04-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.77.128.118 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-04-24 | IPDt |
| IP Tm | 10:59:27 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B08381D70A28A2EFE5AE78FA2F0AA1BCAF8D4168 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B08381D70A28A2EFE5AE78FA2F0AA1BCAF8D4168 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DALE ERQUIAGA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2345 CRYSTAL DRIVE NO 700 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $32,469,535 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COMMUNITIESINSCHOOLS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | SURROUND STUDENTS WITH A COMMUNITY OF SUPPORT AND EMPOWER THEM TO STAY IN SCHOOL AND ACHIEVE IN LIFE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 76 | TotalEmployeeCnt |
| Total Volunteers | 23 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,546,072 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,795,694 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $44,945 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $367,934 | CYProgramServiceRevenueAmt |
| PY Investment Income | $375,706 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,095,303 | CYInvestmentIncomeAmt |
| PY Other Revenue | $239,203 | PYOtherRevenueAmt |
| CY Other Revenue | $2,242 | CYOtherRevenueAmt |
| PY Total Revenue | $14,205,926 | PYTotalRevenueAmt |
| CY Total Revenue | $21,261,173 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $160,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,852,198 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,418,700 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,653,213 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,821,181 | PYOtherExpensesAmt |
| CY Other Expenses | $13,348,594 | CYOtherExpensesAmt |
| PY Total Expenses | $17,673,379 | PYTotalExpensesAmt |
| CY Total Expenses | $20,927,294 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,467,453 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $333,879 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $50,289,328 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,061,970 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,152,089 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,640,897 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $48,137,239 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $51,421,073 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SURROUND STUDENTS WITH A COMMUNITY OF SUPPORT AND EMPOWER THEM TO STAY IN SCHOOL AND ACHIEVE IN LIFE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,865,415 | ExpenseAmt |
| Grant | $159,575 | GrantAmt |
| Revenue | $367,934 | RevenueAmt |
| Desc | NETWORK OPERATIONS - WORKING WITH CIS STATE OFFICES AND LOCAL AFFILIATES TO BUILD CAPACITY WITHIN THE CIS NETWORK AS WELL AS EVALUATING AND DISSEMINATING EVIDENCE BASED PROGRAM PRACTICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,109,745 | ExpenseAmt |
| Desc | PUBLIC AWARENESS & COMMUNICATION- BUILDING AWARENESS OF AMERICA'S DROPOUT PROBLEM AND POSITIONING CIS AS A SOLUTION TO THIS PROBLEM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,305,421 | ExpenseAmt |
| Grant | $425 | GrantAmt |
| Desc | ADVOCACY - EDUCATING LEGISLATORS, PUBLIC OFFICIALS, AND THE GENERAL PUBLIC ON A NONPARTISAN BASIS ON THE TYPES OF AND BENEFITS OF PUBLIC POLICIES CONDUCIVE TO IMPROVING PUBLIC EDUCATION, BY MEANS OF RESEARCH, PUBLICATIONS, LECTURES AND LEGISLATIVE INVOLVEMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $17,280,581 | 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 | Yes (1) | 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 | 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 | Yes (1) | 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 | 73 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 76 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 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 | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MANOMA SIRISENA | PersonNm |
| Phone | 8002474543 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2345 CRYSTAL DRIVE NO 700 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER F ALLWIN | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT H B BALDWIN JR | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTIN R CASTRO | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES COX CHAMBERS | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KIMBERLY DAVIS | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH DIDOMIZIO | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN DOMENECH | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN R ETTINGER | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PASCAL FERNANDEZ | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL FRENCH | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL KEITHLEY | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JILLIAN MANUS | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN NIXON | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN G POWERS | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LEONARD STERN | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL SULLIVAN | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DONNA WEISS | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SHERRIE ROLLINS WESTIN | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA GALE WHITE | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JERRY CROAN | ||||||||
| DIRECTOR FROM 1/2017 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ARNE DUNCAN | ||||||||
| DIRECTOR FROM 1/2017 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ELAINE WYNN | ||||||||
| CHAIRMAN | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| AVA D YOUNGBLOOD | ||||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| WILLIAM E MILLIKEN | ||||||||
| VICE CHAIRMAN & FOUNDER | 5.00 | Yes (X) | $108,000 | $0 | $0 | Yes (X) | ||
| DALE A ERQUIAGA | ||||||||
| PRESIDENT FROM 11/2016 | 40.00 | $66,708 | $0 | $7,020 | Yes (X) | |||
| STEVEN D MCCULLOUGH | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | $295,481 | $0 | $32,354 | Yes (X) | |||
| DEBRA E MONTANINO | ||||||||
| CHIEF STRATEGY OFFICER | 40.00 | $305,106 | $0 | $52,000 | Yes (X) | |||
| DANIEL J CARDINALI | ||||||||
| PRIOR PRESIDENT | 40.00 | $237,658 | $0 | $36,377 | Yes (X) | |||
| GARY M CHAPMAN | ||||||||
| EVP NETWORK IMPACT | 40.00 | $195,763 | $0 | $16,909 | Yes (X) | |||
| HEATHER J CLAWSON | ||||||||
| EVP RESEARCH EVALUATION AND INNOVATION | 40.00 | $186,127 | $0 | $36,542 | Yes (X) | |||
| KATHLEEN A LALLY | ||||||||
| VP GROWTH & IMPACT | 40.00 | $151,055 | $0 | $16,461 | Yes (X) | |||
| STEFANI L RAGGIO | ||||||||
| VP HR THRU 11/2016 | 40.00 | $144,061 | $0 | $15,272 | Yes (X) | |||
| TIMOTHY J PLANT | ||||||||
| VP CONSTITUENT ENGAGEMENT | 40.00 | $141,696 | $0 | $18,372 | Yes (X) | |||
| MICHAEL HUANG | ||||||||
| VP NATIONAL RESOURCE CENTER | 40.00 | $130,907 | $0 | $16,310 | Yes (X) | |||
| MANOMA SIRISENA | ||||||||
| VP FINANCE | 40.00 | $126,779 | $0 | $19,130 | Yes (X) | |||
| STEPHEN T MAJORS | ||||||||
| VP COMMUNICATIONS | 40.00 | $124,224 | $0 | $27,929 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,213,565 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $294,676 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CASEWORTHY INC | |||||
| 3995 S 700 E SUITE 420 | SALT LAKE CITY | UT | 84107 | CASE MANAGEMENT | $394,804 |
| MARRIOTT BUSINESS SERVICES | |||||
| PO BOX 402642 | ATLANTA | GA | 30384 | CONFERENCE SERVICES | $393,453 |
| THE CAUSEWAY AGENCY | |||||
| 21 CHARLES ST SUITE 201 | WESTPORT | CT | 06880 | ADVERTISING SERVICES | $271,306 |
| EDUCATION FIRST CONSULTING LLC | |||||
| PO BOX 22871 | SEATTLE | WA | 98122 | CONSULTING SERVICES | $193,054 |
| CORNERSTONE GOVERNMENT AFFAIRS | |||||
| 300 INDEPENDENCE AVE SE | WASHINGTON | DC | 20003 | CONSULTING & GOVERNMENT AFFIARS SERVICES | $181,131 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $19,795,694 | AllOtherContributionsAmt |
| Noncash Contributions | $1,003,989 | NoncashContributionsAmt |
| Total Contributions | $19,795,694 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REGISTRATION FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $367,934 | TotalRevenueColumnAmt |
| Exclusion | $367,934 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $367,934 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $853,039 | TotalRevenueColumnAmt |
| Exclusion | $853,039 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,430,504 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,188,240 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $242,264 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $242,264 | TotalRevenueColumnAmt |
| Exclusion | $242,264 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $21,473 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $20,122 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,351 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,351 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $891 | TotalRevenueColumnAmt |
| Exclusion | $891 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $891 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,261,173 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,351 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,464,128 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,000 | TotalAmt |
| Program Services | $160,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,974,412 | TotalAmt |
| Program Services | $1,310,344 | ProgramServicesAmt |
| Management And General | $378,348 | ManagementAndGeneralAmt |
| Fundraising | $285,720 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,403,453 | TotalAmt |
| Program Services | $2,922,957 | ProgramServicesAmt |
| Management And General | $843,681 | ManagementAndGeneralAmt |
| Fundraising | $636,815 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,328 | TotalAmt |
| Program Services | $99,660 | ProgramServicesAmt |
| Management And General | $28,833 | ManagementAndGeneralAmt |
| Fundraising | $21,835 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $470,382 | TotalAmt |
| Program Services | $311,839 | ProgramServicesAmt |
| Management And General | $90,219 | ManagementAndGeneralAmt |
| Fundraising | $68,324 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $420,125 | TotalAmt |
| Program Services | $278,523 | ProgramServicesAmt |
| Management And General | $80,578 | ManagementAndGeneralAmt |
| Fundraising | $61,024 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,262 | TotalAmt |
| Program Services | $16,343 | ProgramServicesAmt |
| Management And General | $21,539 | ManagementAndGeneralAmt |
| Fundraising | $2,380 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $541,066 | TotalAmt |
| Program Services | $433,276 | ProgramServicesAmt |
| Management And General | $63,628 | ManagementAndGeneralAmt |
| Fundraising | $44,162 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,019 | TotalAmt |
| Management And General | $89,019 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,030,038 | TotalAmt |
| Program Services | $1,588,191 | ProgramServicesAmt |
| Management And General | $278,287 | ManagementAndGeneralAmt |
| Fundraising | $163,560 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,498,708 | TotalAmt |
| Program Services | $1,459,597 | ProgramServicesAmt |
| Management And General | $35,190 | ManagementAndGeneralAmt |
| Fundraising | $3,921 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,876 | TotalAmt |
| Program Services | $67,330 | ProgramServicesAmt |
| Management And General | $88,740 | ManagementAndGeneralAmt |
| Fundraising | $9,806 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $512,654 | TotalAmt |
| Program Services | $321,719 | ProgramServicesAmt |
| Management And General | $158,817 | ManagementAndGeneralAmt |
| Fundraising | $32,118 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $777,649 | TotalAmt |
| Program Services | $495,254 | ProgramServicesAmt |
| Management And General | $173,282 | ManagementAndGeneralAmt |
| Fundraising | $109,113 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $921,161 | TotalAmt |
| Program Services | $852,597 | ProgramServicesAmt |
| Management And General | $44,830 | ManagementAndGeneralAmt |
| Fundraising | $23,734 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,101,686 | TotalAmt |
| Program Services | $927,697 | ProgramServicesAmt |
| Management And General | $126,873 | ManagementAndGeneralAmt |
| Fundraising | $47,116 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,207,372 | TotalAmt |
| Program Services | $5,207,372 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,707 | TotalAmt |
| Program Services | $128,076 | ProgramServicesAmt |
| Management And General | $131,631 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,956 | TotalAmt |
| Program Services | $19,060 | ProgramServicesAmt |
| Management And General | $25,121 | ManagementAndGeneralAmt |
| Fundraising | $2,775 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EMPLOYEE TRAINING | $55,704 | $22,610 | $29,802 | $3,292 |
| DUES & SUBSCRIPTIONS | $49,142 | $19,947 | $26,290 | $2,905 |
| SPONSORSHIP | $23,411 | $9,503 | $12,524 | $1,384 |
| TAXES & LICENSES | $22,110 | $8,974 | $11,829 | $1,307 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,073 | TotalAmt |
| Program Services | $619,712 | ProgramServicesAmt |
| Management And General | -$745,561 | ManagementAndGeneralAmt |
| Fundraising | $131,922 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,927,294 | TotalAmt |
| Program Services | $17,280,581 | ProgramServicesAmt |
| Management And General | $1,993,500 | ManagementAndGeneralAmt |
| Fundraising | $1,653,213 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306 | BOYAmt |
| EOY | $306 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,446,512 | BOYAmt |
| EOY | $9,097,669 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,027,792 | BOYAmt |
| EOY | $7,785,806 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,196 | BOYAmt |
| EOY | $5,274 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $456,623 | BOYAmt |
| EOY | $537,902 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,518,237 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,168,980 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $594,043 | BOYAmt |
| EOY | $349,257 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,937,802 | BOYAmt |
| EOY | $32,113,633 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,755,994 | BOYAmt |
| EOY | $4,068,103 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,060 | BOYAmt |
| EOY | $104,020 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,289,328 | BOYAmt |
| EOY | $54,061,970 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $749,818 | BOYAmt |
| EOY | $781,738 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,402,271 | BOYAmt |
| EOY | $1,859,159 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,152,089 | BOYAmt |
| EOY | $2,640,897 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,428,326 | BOYAmt |
| EOY | $6,806,038 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,698,833 | BOYAmt |
| EOY | $19,604,955 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,010,080 | BOYAmt |
| EOY | $25,010,080 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,137,239 | BOYAmt |
| EOY | $51,421,073 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,289,328 | BOYAmt |
| EOY | $54,061,970 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $333,879 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,949,955 | 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 | $37,562,260 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,610,901 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,315,126 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,546,072 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,795,694 | CurrentTaxYearAmt |
| Total | $112,830,053 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,562,260 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,610,901 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,315,126 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,546,072 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,795,694 | CurrentTaxYearAmt |
| Total | $112,830,053 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $55,492,061 | SubstantialContributorsTotAmt |
| Public Support Total170 | $57,337,992 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $590,895 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $714,252 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $766,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $657,016 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $853,039 | CurrentTaxYearAmt |
| Total | $3,581,202 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,026 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,161 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,342 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $235,060 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $891 | CurrentTaxYearAmt |
| Total | $278,480 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $116,689,735 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $681,352 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.49140 | PublicSupportCY170Pct |
| Public Support PY170 | 0.50640 | 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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,667 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $565,572 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $578,239 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $20,349,055 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $20,927,294 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | 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 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $470,025 | CurrentYearMinus3Amt |
| Current Year Minus2 | $712,002 | CurrentYearMinus2Amt |
| Current Year Minus1 | $566,485 | CurrentYearMinus1Amt |
| Current Year | $578,239 | CurrentYearAmt |
| Total | $2,326,751 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $136,697 | CurrentYearMinus2Amt |
| Current Year Minus1 | $337 | CurrentYearMinus1Amt |
| Current Year | $12,667 | CurrentYearAmt |
| Total | $149,701 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,969,636 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,492,439 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,285,581 | OtherExpendituresAmt |
| End Year Balance | $34,176,494 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,327,697 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,897,907 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,255,968 | OtherExpendituresAmt |
| End Year Balance | $31,969,636 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,121,206 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$673,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,120,509 | OtherExpendituresAmt |
| End Year Balance | $31,327,697 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,744,222 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,204,484 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $827,500 | OtherExpendituresAmt |
| End Year Balance | $33,121,206 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,172,785 | BeginningYearBalanceAmt |
| Contributions | $5,177,944 | ContributionsAmt |
| Investment Earnings Or Losses | $3,673,493 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $280,000 | OtherExpendituresAmt |
| End Year Balance | $29,744,222 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $104,845 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,620 | DepreciationAmt |
| Book Value | $75,225 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,174,671 | OtherCostOrOtherBasisAmt |
| Depreciation | $998,548 | DepreciationAmt |
| Book Value | $176,123 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $238,721 | OtherCostOrOtherBasisAmt |
| Depreciation | $140,812 | DepreciationAmt |
| Book Value | $97,909 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $349,257 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIVATE EQUITY | Desc |
| Book Value | $4,068,103 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,068,103 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $775,247 |
| DUE TO LOCAL AFFILIATES | $1,083,912 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,859,159 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $27,798,250 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,949,955 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $3,676,141 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $6,626,096 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,172,154 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $89,019 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $89,019 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $21,261,173 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,514,416 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $3,676,141 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $3,676,141 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,838,275 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $89,019 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $89,019 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $20,927,294 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ALL ENDOWMENT EARNINGS, BANK FEES, AND CHANGES IN VALUE ARE TREATED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE ORGANIZATION IN A MANNER CONSISTENT WITH THEIR POLICY. |
| PART X, LINE 2: | MANAGEMENT HAS CONCLUDED THAT CIS HAS PROPERLY MAINTAINED ITS EXEMPT STATUS. IN ACCORDANCE WITH GAAP, CIS HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AND HAS FURTHER CONCLUDED THAT REVENUE WITHIN THE STATEMENT OF ACTIVITIES HAS BEEN PROPERLY CLASSIFIED AS EXEMPT FOR THE YEAR ENDED SEPTEMBER 30, 2017. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | EQUITY INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $4,068,103 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $4,068,103 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $4,068,103 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| INSTITUTE FOR EDUCATIONAL LEADERSHIP | |||||||
| 4301 CONNECTICUT AVE NW SUITE 100 | WASHINGTON | DC | 20008 | 521198450 | 501(C)(3) | $62,500 | BUILDING STUDENT-CENTERED LEARNING SYSTEMS |
| STRIVETOGETHER INC | |||||||
| 125 E 9TH ST 2ND FLOOR | CINCINNATI | OH | 45202 | 813380647 | 501(C)(3) | $62,500 | BUILDING STUDENT-CENTERED LEARNING SYSTEMS |
| TEXAS EDUCATION AGENCY | |||||||
| 1701 N CONGRESS AVE | AUSTIN | TX | 78701 | 746003079 | 115 | $35,000 | DIRECTOR OF STATE PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | 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 | PROGRAM MANAGERS WORK DIRECTLY WITH GRANTEES RECEIVING GRANT FUNDS. BOTH INTERIM AND FINAL REPORTS ARE REQUIRED FROM ALL GRANTEES. GRANT REPORTS ARE REVIEWED BY BOTH THE GRANT MANAGER AND GRANTS ADMINISTRATION MANAGER. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEVEN D MCCULLOUGH | ||||||||||||||
| CHIEF OPERATING OFFICER | $243,391 | $0 | $52,000 | $0 | $90 | $0 | $6,695 | $0 | $25,659 | $0 | $327,835 | $0 | $0 | $0 |
| DEBRA E MONTANINO | ||||||||||||||
| CHIEF STRATEGY OFFICER | $252,848 | $0 | $52,000 | $0 | $258 | $0 | $33,900 | $0 | $18,100 | $0 | $357,106 | $0 | $0 | $0 |
| DANIEL J CARDINALI | ||||||||||||||
| PRIOR PRESIDENT | $115,003 | $0 | $15,000 | $0 | $107,655 | $0 | $30,585 | $0 | $5,792 | $0 | $274,035 | $0 | $78,711 | $0 |
| GARY M CHAPMAN | ||||||||||||||
| EVP NETWORK IMPACT | $195,703 | $0 | $0 | $0 | $60 | $0 | $11,829 | $0 | $5,080 | $0 | $212,672 | $0 | $0 | $0 |
| HEATHER J CLAWSON | ||||||||||||||
| EVP RESEARCH EVALUATION AND INNOVATI | $186,037 | $0 | $0 | $0 | $90 | $0 | $10,824 | $0 | $25,718 | $0 | $222,669 | $0 | $0 | $0 |
| KATHLEEN A LALLY | ||||||||||||||
| VP GROWTH & IMPACT | $150,965 | $0 | $0 | $0 | $90 | $0 | $3,090 | $0 | $13,371 | $0 | $167,516 | $0 | $0 | $0 |
| STEFANI L RAGGIO | ||||||||||||||
| VP HR THRU 11/2016 | $136,014 | $0 | $0 | $0 | $8,047 | $0 | $4,988 | $0 | $10,284 | $0 | $159,333 | $0 | $0 | $0 |
| TIMOTHY J PLANT | ||||||||||||||
| VP CONSTITUENT ENGAGEMENT | $134,013 | $0 | $0 | $0 | $7,683 | $0 | $7,325 | $0 | $11,047 | $0 | $160,068 | $0 | $0 | $0 |
| STEPHEN T MAJORS | ||||||||||||||
| VP COMMUNICATIONS | $122,760 | $0 | $0 | $0 | $1,464 | $0 | $7,880 | $0 | $20,049 | $0 | $152,153 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | THE FOLLOWING INDIVIDUALS RECEIVED DEFERRED COMPENSATION RELATED TO A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: DANIEL CARDINALI - $18,000 DEBRA MONTANINO - $18,000 | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,003,989 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS LISTING THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | EACH MEMBER OF THE GOVERNING BODY AND MANAGEMENT TEAM WILL BE GIVEN A COPY OF THE FORM 990 FOR REVIEW BEFORE IT WILL BE FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION CONSTANTLY EVALUATES AND ENFORCES THE COMPLIANCE BY ALL OF ITS MEMBERS WITH THE CONFLICT OF INTEREST POLICY WITH A WRITTEN CONFLICT OF INTEREST QUESTIONNAIRE. IF A CONFLICT WERE TO ARISE, THE MEMBER IN QUESTION WOULD RECUSE HIM/HERSELF FROM ALL BOARD BUSINESS REGARDING THE CONFLICT AND THE ORGANIZATION WOULD DOCUMENT THE CONFLICT IN THEIR ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE AND ALL MINUTES REGARDING THE ISSUE IN QUESTION. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE CIS HR COMMITTEE OF THE BOARD ENGAGED A 3RD PARTY TO CONDUCT A MARKET ANALYSIS OF COMPENSATION FOR THE PRESIDENT. THE DATA FROM THAT ANALYSIS WAS REVIEWED BY THE HR COMMITTEE AND HELPED DETERMINE COMPENSATION OF THE PRESIDENT. THE COMPENSATION OF THE PRESIDENT WAS APPROVED BY THE BOARD OF DIRECTORS IN JANUARY 2018. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |