THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION: Form 990, tax year 2015
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- Organization
- THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION (EIN 04-3457065)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-08
- IRS object ID
- 201711289349300896
- Schema version
- 2015v3.0
- 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 I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-08T12:22:53-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ TOFIAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043457065 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHOTT FDTN FOR PUBLIC EDUCATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHO | BusinessNameControlTxt |
| Phone | 6178767700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 MASSACHUSETTS AVENUE 8TH FLOOR | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02139 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN H JACKSON | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 6178767700 | PhoneNum |
| Signature | 2017-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH M GISO | PreparerPersonNm |
| PTIN | P00030126 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2017-04-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN H JACKSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 MASSACHUSETTS AVENUE 8TH FLOOR | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,564,317 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SCHOTTFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | PLEASE SEE SCHEDULE OTHE PURPOSE OF THE CORPORATION IS TO ENGAGE IN THE FOLLOWING ACTIVITIES: (1) TO OPERATE EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES UNDER CODE SECTION 501(C)(3), (2) TO DEVELOP AND STRENGTHEN A BROAD-BASED AND REPRESENTATIVE MOVEMENT TO ACHIEVE FULLY RESOURCED, QUALITY PRE K-12 PUBLIC EDUCATION, AND (3) TO ENGAGE IN ANY AND ALL OTHER LAWFUL ACTIVITIES INCIDENTAL TO AND IN PURSUIT OF THE FOREGOING PURPOSES, EXCEPT AS SPECIFICALLY RESTRICTED BY THE ARTICLES OF ORGANIZATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $10,000 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,707,372 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,253,010 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $382,543 | PYInvestmentIncomeAmt |
| CY Investment Income | $261,735 | CYInvestmentIncomeAmt |
| PY Other Revenue | $20,000 | PYOtherRevenueAmt |
| CY Other Revenue | $10,000 | CYOtherRevenueAmt |
| PY Total Revenue | $5,109,915 | PYTotalRevenueAmt |
| CY Total Revenue | $5,524,745 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,190,890 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,838,800 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,504,465 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,675,477 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $206,821 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $799,998 | PYOtherExpensesAmt |
| CY Other Expenses | $842,326 | CYOtherExpensesAmt |
| PY Total Expenses | $4,495,353 | PYTotalExpensesAmt |
| CY Total Expenses | $5,356,603 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $614,562 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $168,142 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,862,341 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,448,492 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,400,719 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,153,197 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,461,622 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,295,295 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PLEASE SEE SCHEDULE OTHE PURPOSE OF THE CORPORATION IS TO ENGAGE IN THE FOLLOWING ACTIVITIES: (1) TO OPERATE EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES UNDER CODE SECTION 501(C)(3), (2) TO DEVELOP AND STRENGTHEN A BROAD-BASED AND REPRESENTATIVE MOVEMENT TO ACHIEVE FULLY RESOURCED, QUALITY PRE K-12 PUBLIC EDUCATION, AND (3) TO ENGAGE IN ANY AND ALL OTHER LAWFUL ACTIVITIES INCIDENTAL TO AND IN PURSUIT OF THE FOREGOING PURPOSES, EXCEPT AS SPECIFICALLY RESTRICTED BY THE ARTICLES OF ORGANIZATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,936,377 | ExpenseAmt |
| Grant | $2,838,800 | GrantAmt |
| Desc | OPPORTUNITY TO LEARN - THE OPPORTUNITY TO LEARN PHILANTHROPIC STRATEGY IS AN EFFORT TO INCREASE RESOURCE ACCOUNTABILITY AND ENSURE THAT RACE IS NO LONGER A SIGNIFICANT PREDICTOR OF EDUCATIONAL RESOURCE ACCESS OR OUTCOMES. THE SCHOTT FOUNDATION WILL USE ITS ADVOCACY MANAGEMENT FIRM PHILANTHROPIC MODEL TO MANAGE A GRANT MAKING STRATEGY TO BUILD THE PUBLIC WILL TO INCREASE THE NUMBER OF STATES THAT ADOPT AN "OPPORTUNITY TO LEARN" REFORM FRAMEWORK AND CREATE A FEDERAL RIGHT TO AN OPPORTUNITY TO LEARN. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $105,891 | ExpenseAmt |
| Desc | EDUCATION VOTERS OF PENNSYLVANIA - OTHER FUNDING TO ADVOCATE FOR EQUITABLE RESOURCES FOR PRE K-12 SCHOOLS TO PROVIDE EXCELLENT EDUCATION FOR ALL CHILDREN WITH AN EMPHASIS ON POOR CHILDREN AND CHILDREN OF COLOR, VIA IMPROVED PUBLIC POLICY, LEADERSHIP AND INCREASED PUBLIC WILL. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,042,268 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 28 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 15 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEIDI BROOKS | PersonNm |
| Phone | 6178767700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 MASSACHUSETTS AVENUE 8TH FLOOR | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02139 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| GREG JOBIN-LEEDS | ||||||||
| CO-CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BAISHALI RINKU SEN | ||||||||
| CO-CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MIREN URIARTE | ||||||||
| CLERK | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARIA JOBIN-LEEDS | ||||||||
| TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MAISIE CHIN | ||||||||
| BOARD DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW GILLUM | ||||||||
| BOARD DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JACKIE JENKINS-SCOTT | ||||||||
| BOARD DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LILO LEEDS | ||||||||
| BOARD DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARON LETTMAN-HICKS | ||||||||
| BOARD DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTONIA DARDER | ||||||||
| BOARD DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH LABELLE | ||||||||
| BOARD DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN H JACKSON | ||||||||
| PRESIDENT & CEO | 40.00 | 1.00 | Yes (X) | $380,606 | $0 | $51,769 | ||
| CASSIE SCHWERNER | ||||||||
| SENIOR VP OF PROGRAMS | 40.00 | 0.00 | Yes (X) | $169,057 | $0 | $42,467 | ||
| HEIDI BROOKS | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | 0.00 | $165,804 | $0 | $17,795 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $715,467 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $112,031 | 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 |
| All Other Contributions | $5,253,010 | AllOtherContributionsAmt |
| Total Contributions | $5,253,010 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $301,307 | TotalRevenueColumnAmt |
| Exclusion | $301,307 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39,572 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$39,572 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$39,572 | TotalRevenueColumnAmt |
| Exclusion | -$39,572 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEE-RELATED | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $10,000 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $10,000 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,524,745 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $10,000 | UnrelatedBusinessRevenueAmt |
| Exclusion | $261,735 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,838,800 | TotalAmt |
| Program Services | $2,838,800 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $826,219 | TotalAmt |
| Program Services | $388,351 | ProgramServicesAmt |
| Management And General | $405,849 | ManagementAndGeneralAmt |
| Fundraising | $32,019 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $692,715 | TotalAmt |
| Program Services | $324,309 | ProgramServicesAmt |
| Management And General | $254,880 | ManagementAndGeneralAmt |
| Fundraising | $113,526 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,136 | TotalAmt |
| Program Services | $10,356 | ProgramServicesAmt |
| Management And General | $14,780 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,708 | TotalAmt |
| Program Services | $22,465 | ProgramServicesAmt |
| Management And General | $37,413 | ManagementAndGeneralAmt |
| Fundraising | $10,830 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,699 | TotalAmt |
| Program Services | $32,484 | ProgramServicesAmt |
| Management And General | $18,392 | ManagementAndGeneralAmt |
| Fundraising | $9,823 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,250 | TotalAmt |
| Management And General | $3,250 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,780 | TotalAmt |
| Program Services | $1,462 | ProgramServicesAmt |
| Management And General | $2,318 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,831 | TotalAmt |
| Management And General | $136,831 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,401 | TotalAmt |
| Management And General | $40,401 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,941 | TotalAmt |
| Program Services | $102,002 | ProgramServicesAmt |
| Management And General | $6,268 | ManagementAndGeneralAmt |
| Fundraising | $12,671 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $535 | TotalAmt |
| Program Services | $535 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,304 | TotalAmt |
| Program Services | $15,215 | ProgramServicesAmt |
| Management And General | $38,689 | ManagementAndGeneralAmt |
| Fundraising | $4,400 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,898 | TotalAmt |
| Program Services | $124,274 | ProgramServicesAmt |
| Management And General | $26,684 | ManagementAndGeneralAmt |
| Fundraising | $7,940 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,104 | TotalAmt |
| Program Services | $38,719 | ProgramServicesAmt |
| Management And General | $131 | ManagementAndGeneralAmt |
| Fundraising | $1,254 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,747 | TotalAmt |
| Program Services | $6,302 | ProgramServicesAmt |
| Management And General | $8,129 | ManagementAndGeneralAmt |
| Fundraising | $2,316 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,803 | TotalAmt |
| Program Services | $474 | ProgramServicesAmt |
| Management And General | $11,329 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RENT & UTILITIES | $157,598 | $70,191 | $80,218 | $7,189 |
| TELEPHONE | $25,295 | $16,949 | $7,011 | $1,335 |
| PRINTING & PUBLICATIONS | $7,802 | $7,433 | $220 | $149 |
| SOFTWARE FEE/MAINTENANC | $6,418 | $859 | $3,461 | $2,098 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,619 | TotalAmt |
| Program Services | $41,088 | ProgramServicesAmt |
| Management And General | $11,260 | ManagementAndGeneralAmt |
| Fundraising | $1,271 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,356,603 | TotalAmt |
| Program Services | $4,042,268 | ProgramServicesAmt |
| Management And General | $1,107,514 | ManagementAndGeneralAmt |
| Fundraising | $206,821 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $339,764 | BOYAmt |
| EOY | $191,430 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,273,150 | BOYAmt |
| EOY | $3,074,481 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,250 | BOYAmt |
| EOY | $880,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,312 | BOYAmt |
| EOY | $25,744 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,329 | BOYAmt |
| EOY | $18,662 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $158,921 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $100,741 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,145 | BOYAmt |
| EOY | $58,180 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,937,057 | BOYAmt |
| EOY | $6,165,965 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,334 | BOYAmt |
| EOY | $34,030 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,862,341 | BOYAmt |
| EOY | $10,448,492 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,719 | BOYAmt |
| EOY | $193,197 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,198,000 | BOYAmt |
| EOY | $1,960,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,400,719 | BOYAmt |
| EOY | $2,153,197 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,618,739 | BOYAmt |
| EOY | $1,765,430 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,842,883 | BOYAmt |
| EOY | $6,529,865 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,461,622 | BOYAmt |
| EOY | $8,295,295 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,862,341 | BOYAmt |
| EOY | $10,448,492 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $168,142 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$334,469 | 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 | $2,794,345 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,909,990 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,275,477 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,706,021 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,249,638 | CurrentTaxYearAmt |
| Total | $16,935,471 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,794,345 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,909,990 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,275,477 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,706,021 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,249,638 | CurrentTaxYearAmt |
| Total | $16,935,471 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,852,080 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,083,391 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $120,467 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $155,535 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $142,766 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $182,311 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $301,307 | CurrentTaxYearAmt |
| Total | $902,386 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,000 | CurrentTaxYearAmt |
| Total | $105,000 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,673 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $1,351 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,372 | CurrentTaxYearAmt |
| Total | $79,396 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,022,253 | TotalSupportAmt |
| Public Support CY170 | 0.44850 | PublicSupportCY170Pct |
| Public Support PY170 | 0.23640 | 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 | $31,000 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $31,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,118,782 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,149,782 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $407,489 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $101,872 | 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 | $373,685 | CurrentYearMinus3Amt |
| Current Year Minus2 | $345,909 | CurrentYearMinus2Amt |
| Current Year Minus1 | $371,944 | CurrentYearMinus1Amt |
| Current Year | $407,489 | CurrentYearAmt |
| Total | $1,499,027 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,248,541 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $50,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $54,100 | CurrentYearMinus2Amt |
| Current Year Minus1 | $35,000 | CurrentYearMinus1Amt |
| Current Year | $31,000 | CurrentYearAmt |
| Total | $170,100 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $93,421 | CurrentYearMinus3Amt |
| Current Year Minus2 | $86,477 | CurrentYearMinus2Amt |
| Current Year Minus1 | $92,986 | CurrentYearMinus1Amt |
| Current Year | $101,872 | CurrentYearAmt |
| Total | $374,756 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $562,134 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $35,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $39,100 | CurrentYearMinus2Amt |
| Current Year Minus1 | $35,000 | CurrentYearMinus1Amt |
| Current Year | $31,000 | CurrentYearAmt |
| Total | $140,100 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,937,057 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$95,092 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $676,000 | OtherExpendituresAmt |
| End Year Balance | $6,165,965 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,859,481 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $77,576 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,937,057 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,612,188 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $918,361 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $671,068 | OtherExpendituresAmt |
| End Year Balance | $6,859,481 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,435,545 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $793,468 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $616,825 | OtherExpendituresAmt |
| End Year Balance | $6,612,188 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,061,270 | BeginningYearBalanceAmt |
| Contributions | $5,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $374,275 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,435,545 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.19000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.81000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $158,921 | OtherCostOrOtherBasisAmt |
| Depreciation | $100,741 | DepreciationAmt |
| Book Value | $58,180 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $58,180 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,149,875 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$334,469 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$334,469 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,484,344 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $40,401 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $40,401 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,524,745 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,316,202 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,316,202 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $40,401 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $40,401 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,356,603 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SCHOTT FOUNDATION ENDOWMENT WAS CREATED TO PROVIDE LONG-TERM FINANCIAL SUPPORT FOR THE SCHOTT FOUNDATION. ACCORDINGLY, THESE FUNDS ARE MANAGED WITH DISCIPLINED LONGER-TERM INVESTMENT OBJECTIVES AND STRATEGIES DESIGNED TO MEET CASH FLOWS AND SPENDING REQUIREMENTS. MANAGEMENT OF THE ASSETS IS DESIGNED TO ATTAIN THE MAXIMUM TOTAL RETURN CONSISTENT WITH ACCEPTABLE AND AGREED UPON LEVELS OF RISK. IT IS THE GOAL OF THE AGGREGATE LONG-TERM INVESTMENTS TO GENERATE AN AVERAGE TOTAL ANNUAL RETURN THAT EXCEEDS THE SPENDING/PAYOUT RATE PLUS INFLATION. |
| PART X, LINE 2: | THE FOUNDATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE FOUNDATION HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AND ITS DECISIONS TO CLASSIFY REVENUES AS EXEMPT AS ITS ONLY SIGNIFICANT TAX POSITIONS. HOWEVER, THE FOUNDATION HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE FOUNDATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. ITS FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR THE PAST 3 YEARS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (41 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADVANCEMENT PROJECT | ||||||||
| 1220 L STREET NW SUITE 850 | WASHINGTON | DC | 20002 | 954835230 | 501(C)(3) | $50,000 | TRAINING ON SCHOOL-TO-PRISON PIPELINE AT THE 2015 OPPORTUNITY TO LEARN SUMMIT | |
| ALLIANCE INSTITUTEPOWER COALITION | ||||||||
| 3321 TULANE AVENUE SUITE 101 | NEW ORLEANS | LA | 70119 | 800532025 | 501(C)(3) | $15,000 | TO SUPPORT LOUISIANA'S PEOPLES AGENDA FOR EDUCATION CAMPAIGN | |
| AMERICAN FEDERATION OF TEACHERS | ||||||||
| 555 NEW JERSEY AVE NW | WASHINGTON | DC | 20001 | 521439116 | 501(C)(3) | $40,000 | TO SUPPORT THE 2015 OTL SUMMIT IN NEW ORLEANS | |
| ARKANSAS ADVOCATES FOR CHILDREN AND FAMILIES | ||||||||
| 1400 WMARKHAM STREET SUITE 306 | LITTLE ROCK | AR | 72201 | 710492205 | 501(C)(3) | $30,000 | TO SUPPORT THE ARKANSAS OPPORTUNITY TO LEARN CAMPAIGN | |
| ARKANSAS PUBLIC POLICY PANEL (APPP) | ||||||||
| 1308 WEST 2ND STREET | LITTLE ROCK | AR | 72201 | 710467088 | 501(C)(3) | $58,000 | TO SUPPORT THE ARKANSAS OPPORTUNITY TO LEARN CAMPAIGN | |
| ARKANSAS UNITED COMMUNITY COALITION | ||||||||
| PO BOX 9296 | FAYETTEVILLE | AR | 72703 | 275271968 | 501(C)(3) | $20,000 | TO SUPPORT THE ARKANSAS OPPORTUNITY TO LEARN CAMPAIGN | |
| THE BOSTON ALLIANCE OF LGBTQ YOUTH (BAGLY) | ||||||||
| 14 BEACON STREET SUITE 301 | BOSTON | MA | 02108 | 042785336 | 501(C)(3) | $20,000 | TO SUPPORT MASSACHUSETTS FAIR SHARE CAMPAIGN | |
| BROWN UNIVERSITYANNENBERG INSTITUTE FOR SCHOOL REFORM | ||||||||
| OFFICE OF SPONSORED PROJECTS BOX | PROVIDENCE | RI | 02912 | 050258809 | 501(C)(3) | $498,000 | TO SUPPORT EVALUATION OF PROGRAMS, EVALUATION OF HEALTHY LIVING AND LEARNING COMMUNITIES, AND TO ADDRESS DISCIPLINE DISPARITIES IN NASHVILLE | 1929 |
| CENTER FOR LABOR EDUCATION AND RESEARCH INC | ||||||||
| 3353 WASHINGTON STREET | BOSTON | MA | 02130 | 222604923 | 501(C)(3) | $40,000 | TO SUPPORT MASSACHUSETTS FAIR SHARE CAMPAIGN | |
| CENTER FOR POPULAR DEMOCRACY | ||||||||
| 449 TROUTMAN STREET SUITE A | BROOKLYN | NY | 11237 | 453813436 | 501(C)(3) | $112,000 | TO SUPPORT CAMPAIGN FOR FAIR EDUCATION FUNDING IN PENNSYLVANIA, UNITING FOR THE SCHOOLS ALL OUR CHILDREN DESERVE CAMPAIGN AND A CAMPAIGN TO SUPPORT COMMUNITY SCHOOLS IN NEW YORK CITY | |
| COMMUNITY ASSET DEVELOPMENT REDEFINING EDUCATION (CADRE) | ||||||||
| 8410 SOUTH BROADWAY | LOS ANGELES | CA | 90003 | 264753821 | 501(C)(3) | $11,000 | DISCRETIONARY GRANT | |
| THE NEW YORK COMMUNITY TRUST COMMUNITY FUNDS INC | ||||||||
| THE NEW YORK COMMUNITY TRUST | NEW YORK | NY | 10022 | 133062214 | 501(C)(3) | $40,000 | A PHILANTHROPIC COLLABORATIVE FOCUSED ON IMPROVING SYSTEM-WIDE POLICY REFORM IN NEW YORK CITYS PUBLIC SCHOOLS | |
| EDITORIAL PROJECTS IN EDUCATION | ||||||||
| 6935 ARLINGTON ROAD SUITE 100 | BETHESDA | MD | 20814 | 530246895 | 501(C)(3) | $40,000 | TO EXPAND EDUCATION WEEKS CAPACITY TO DELIVER INSIGHTFUL, IMPACTFUL DATA-DRIVEN JOURNALISM ON EQUITY ISSUES | |
| FAMILIES AND FRIENDS OF LOUISIANAS INCARCERATED CHILDREN (FFLIC) | ||||||||
| 1307 ORETHA CASTLE HALEY BOULEVARD | NEW ORLEANS | LA | 70113 | 205924561 | 501(C)(3) | $15,000 | TO SUPPORT LOUISIANA'S PEOPLES AGENDA FOR EDUCATION CAMPAIGN | |
| GIRLS GENDER EQUITY | ||||||||
| 30 THIRD AVE SUITE 103 | BROOKLYN | NY | 11217 | 043697166 | 501(C)(3) | $35,000 | TO SUPPORT THE SCHOOL OUR GIRLS DESERVE CAMPAIGN | |
| KENWOOD OAKLAND COMMUNITY ORGANIZATION | ||||||||
| 4242 S COTTAGE GROVE | CHICAGO | IL | 60653 | 362598637 | 501(C)(3) | $50,000 | TO SUPPORT NATIONAL COMMUNITY SCHOOLS CAMPAIGN | |
| KIDS RETHINK NEW ORLEANS SCHOOLS | ||||||||
| 2020 OC HALEY BLVD | NEW ORLEANS | LA | 70113 | 331203055 | 501(C)(3) | $20,000 | TO SUPPORT THE NEW ORLEANS EDUCATION EQUITY CAMPAIGN | |
| LOUISIANA CENTER FOR CHILDREN'S RIGHTS | ||||||||
| 1100-B MILTON STREET | NEW ORLEANS | LA | 70122 | 205961971 | 501(C)(3) | $23,000 | TO SUPPORT THE NEW ORLEANS EDUCATION EQUITY CAMPAIGN | |
| MASSACHUSETTS BUDGET AND POLICY CENTER | ||||||||
| 15 COURT SQUARE SUITE 700 | BOSTON | MA | 02108 | 042967537 | 501(C)(3) | $30,000 | TO SUPPORT MASSACHUSETTS FAIR SHARE CAMPAIGN | |
| MASSACHUSETTS COMMUNITIES ACTION NETWORK (MCAN) | ||||||||
| 150 MT VERNON ST SUITE 200E | BOSTON | MA | 02125 | 042863903 | 501(C)(3) | $20,000 | TO SUPPORT MASSACHUSETTS FAIR SHARE CAMPAIGN | |
| NATIONAL BLACK JUSTICE COALITION | ||||||||
| PO BOX 71395 | WASHINGTON | DC | 20024 | 200667808 | 501(C)(3) | $10,000 | TO SUPPORT THE WHITE HOUSE SUMMITS LGBTQ YOUTH | |
| NATIONAL ECONOMIC AND SOCIAL RIGHTS INITIATIVE | ||||||||
| 90 JOHN STREET STE 308 | NEW YORK | NY | 10038 | 731714118 | 501(C)(3) | $100,000 | TO SUPPORT ZERO TOLERANCE CAMPAIGN | |
| NETWORK FOR PUBLIC EDUCATION | ||||||||
| 117-01 PARK LANE SOUTH APT C2A | RICHMOND HILL | NY | 11418 | 352532243 | 501(C)(4) | $10,000 | TO SUPPORT COMMUNITY ACTIVIST SCHOLARSHIPS TO ATTEND THE 2016 NPE CONFERENCE | |
| OHIO STATE UNIVERSITY | ||||||||
| 33 WEST 11TH AVENUE ROOM 209 | COLUMBUS | OH | 43201 | 311145926 | 501(C)(3) | $147,000 | TO CONDUCT PILOT RESEARCH FOR NEW ORLEANS AND AN ADDITIONAL CITY TO IDENTIFY INDICATORS FOR THE HEALTHY LIVING LEARNING CAMPAIGN AND TO SUPPORT NATIONAL IMPLICIT BIAS AND SCHOOL DISCIPLINE RESEARCH AND CAPACITY BUILDING INITIATIVE | |
| ONE VOICE | ||||||||
| 1072 W LYNCH STREET | JACKSON | MS | 39203 | 020787550 | 501(C)(3) | $60,000 | TO SUPPORT BUILDING PUBLIC WILL FOR HEALTHY LIVING AND LEARNING COMMUNITIES CAMPAIGN IN MISSISSIPPI | |
| ORLEANS PUBLIC EDUCATION NETWORK (OPEN) | ||||||||
| 3321 TULANE AVENUE | NEW ORLEANS | LA | 70119 | 800378257 | 501(C)(3) | $15,000 | TO SUPPORT LOUISIANA'S PEOPLES AGENDA FOR EDUCATION CAMPAIGN | |
| PHILADELPHIA STUDENT UNION | ||||||||
| 4534 BALTIMORE AVENUE | PHILADELPHIA | PA | 19143 | 232815998 | 501(C)(3) | $15,000 | TO SUPPORT CAMPAIGN FOR FAIR EDUCATION FUNDING IN PENNSYLVANIA | |
| PUBLIC POLICY AND EDUCATION FUND OF NEW YORK INC | ||||||||
| 94 CENTRAL AVE | ALBANY | NY | 12206 | 133364209 | 501(C)(3) | $60,000 | TO SUPPORT THE CAMPAIGN FOR FISCAL EQUITY IN NEW YORK | |
| PYRAMID COMMUNITY PARENT RESOURCE CENTER | ||||||||
| 3132 NAPOLEON AVE | NEW ORLEANS | LA | 70125 | 900149460 | 501(C)(3) | $15,000 | FOR NETWORKING, COMMUNICATION AND POLICY ADVOCACY TO ADDRESS EDUCATION EQUITY ISSUES IN NEW ORLEANS | |
| RACE FORWARD | ||||||||
| 32 BROADWAY SUITE 1801 | NEW YORK | NY | 10004 | 942759879 | 501(C)(3) | $25,000 | TO SUPPORT 2016 FACING RACE NATIONAL CONFERENCE IN ATLANTA, GA | |
| ROCKEFELLER PHILANTHROPY ADVISORS | ||||||||
| 6 WEST 48TH STREET10TH FLOOR | NEW YORK | NY | 10036 | 133615533 | 501(C)(3) | $30,000 | TO SUPPORT THE EXECUTIVES ALLIANCE TO EXPAND OPPORTUNITIES FOR BOYS AND MEN OF COLOR, WORKING TO REMOVE SOCIAL AND SYSTEMIC BARRIERS TO OPPORTUNITIES FOR MALES OF COLOR | |
| RURAL COMMUNITY ALLIANCE | ||||||||
| 401 S SCOTT STREET SUITE 7 | LITTLE ROCK | AR | 72201 | 251917387 | 501(C)(3) | $30,000 | TO SUPPORT THE ARKANSAS OPPORTUNITY TO LEARN CAMPAIGN | |
| EDUCATION VOTERS OF PENNSYLVANIA | ||||||||
| 675 MASSACHUSETTS AV 8TH FLOOR | CAMBRIDGE | MA | 02139 | 043457065 | 501(C)(3) | $10,000 | TO SUPPORT CAMPAIGN FOR FAIR EDUCATION FUNDING IN PENNSYLVANIA | |
| SOCIAL & ENVIRONMENTAL ENTREPRENEURSBREAKOUT | ||||||||
| 23532 CALABASAS RD SUITE A | CALABASAS | CA | 91302 | 954116679 | 501(C)(3) | $20,000 | TO SUPPORT THE NEW ORLEANS EDUCATION EQUITY CAMPAIGN | |
| SOUTHERN ECHO | ||||||||
| 1350 LIVINGSTON LANE SUITE C | JACKSON | MS | 39213 | 640819311 | 501(C)(3) | $35,000 | TO SUPPORT THE MISSISSIPPI BALLOT INITIATIVE | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||
| CENTER FOR POLICING EQUALITY | LOS ANGELES | CA | 90095 | 956006143 | 501(C)(3) | $945,000 | TO RESEARCH AND DISSEMINATE EXAMPLES OF EFFECTIVE SCHOOL DISCIPLINE POLICIES AND PRACTICES THAT CAN HELP ELIMINATE EXCESSIVE AND RACIALLY DISPARATE DISCIPLINARY EXCLUSION FOR STUDENTS WITH AND WITHOUT LEARNING DISABILITIES AND TO SUPPORT RESEARCH STUDY TO ADDRESS THE SCHOOL-TO-PRISON PIPELINE IN BROWARD COUNTY PUBLIC SCHOOLS IN FLORIDA | |
| THIRD SECTOR NEW ENGLANDBUILDING MOVEMENT PROJECT | ||||||||
| 89 SOUTH STREET STE 700 | BOSTON | MA | 021112670 | 042261109 | 501(C)(3) | $25,000 | TO SUPPORT COMMUNITY/LABOR PROJECT | |
| TIDES FOUNDATIONMEDIA AREA UNIT NAACP | ||||||||
| PO BOX 29198 | SAN FRANCISCO | CA | 94109 | 510198509 | 501(C)(3) | $10,000 | TO SUPPORT CAMPAIGN FOR FAIR EDUCATION FUNDING IN PENNSYLVANIA | |
| URBAN LEAGUE OF PHILADELPHIA | ||||||||
| 121 SOUTH BROAD STREET FLOOR 9 | PHILADELPHIA | PA | 19107 | 231429810 | 501(C)(3) | $10,000 | TO SUPPORT CAMPAIGN FOR FAIR EDUCATION FUNDING IN PENNSYLVANIA | |
| VIETNAMESE AMERICAN YOUNG LEADERS ASSOCIATION NEW ORLEANS | ||||||||
| 13235 CHEF MENTEUR HWY SUITE A | NEW ORLEANS | LA | 70129 | 331143213 | 501(C)(3) | $15,000 | TO SUPPORT LOUISIANA'S PEOPLES AGENDA FOR EDUCATION CAMPAIGN | |
| YOUTHBUILD USA | ||||||||
| 58 DAY STREET | SOMERVILLE | MA | 02144 | 223076454 | 501(C)(3) | $25,000 | TO SUPPORT THE MASSACHUSETTS FAIR SHARE CAMPAIGN | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 40 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ADHERES TO A STRICT POLICY FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES BY (1) ENABLING IT TO RETAIN CONTROL AND DISCRETION AS TO THE USE OF THE FUNDS; (2) MAINTAINING RECORDS THAT ESTABLISH THAT THE FUNDS WERE USED FOR EXEMPT PURPOSES; AND (3) LIMITING THE DISTRIBUTION OF FUNDS TO SPECIFIC PROJECTS THAT ARE IN FURTHERANCE OF ITS OWN EXEMPT PURPOSE. IN ADDITION, EACH POTENTIAL GRANTEE MUST SUBMIT A GRANT PROPOSAL TO THE ORGANIZATION WHICH OUTLINES THE GRANT AMOUNT REQUESTED AND THE PURPOSE OF THE GRANT. THE ORGANIZATION WILL THEN CONDUCT A PRE-GRANT INQUIRY WHICH ADDRESSES THE FOLLOWING: (1) THE IDENTITY, PRIOR HISTORY, AND EXPERIENCE OF THE GRANTEE ORGANIZATION AND ITS MANAGERS; (2) WHETHER THE GRANTEE HAS A HISTORY OF COMPLIANCE WITH THE TERMS OF PREVIOUS GRANTS; (3) THE CURRENT PROJECT; AND THE CONNECTION TO THE ORGANIZATION'S MISSION. AFTER THE GRANT HAS BEEN APPROVED, A GRANT AWARD LETTER IS SENT TO THE GRANTEE DISCUSSING THE TERMS OF THE GRANT. THIS LETTER REQUIRES THE GRANTEE TO FURNISH THE GRANTOR WITH A REPORT ON THE USE OF THE FUNDS AND THE PROGRESS MADE IN ACCOMPLISHING THE PURPOSE OF THE GRANT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN H JACKSON | ||||||||||||||
| PRESIDENT & CEO | $329,706 | $0 | $50,000 | $0 | $900 | $0 | $26,800 | $0 | $24,969 | $0 | $432,375 | $0 | $0 | $0 |
| CASSIE SCHWERNER | ||||||||||||||
| SENIOR VP OF PROGRAMS | $168,157 | $0 | $0 | $0 | $900 | $0 | $14,000 | $0 | $28,467 | $0 | $211,524 | $0 | $0 | $0 |
| HEIDI BROOKS | ||||||||||||||
| CHIEF OPERATING OFFICER | $164,904 | $0 | $0 | $0 | $900 | $0 | $0 | $0 | $17,795 | $0 | $183,599 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | ALL EMPLOYEES, INCLUDING THE PRESIDENT AND CEO ARE ELIGIBLE TO BE REIMBURSED $75 PER MONTH FOR HEALTH CLUB MEMBERSHIP. |
| PART I, LINE 7 | JOHN JACKSON'S BONUSES ARE DECIDED BY THE EXECUTIVE COMMITTEE AND THE BOARD. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | GREG JOBIN-LEEDS AND MARIA JOBIN-LEEDS ARE HUSBAND AND WIFE. GREG JOBIN-LEEDS IS THE SON OF LISELOTTE J. LEEDS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE ACCOUNTANTS AND IS PROVIDED TO THE BOARD VIA E-MAIL PRIOR TO BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, ALL DIRECTORS REVIEW A LIST OF CURRENT GRANTEES AND VENDOR SIGNIFICANT PARTNERS AND DECLARE ANY CONFLICTS OR POTENTIAL CONFLICTS. THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY. ALL OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN AN ANNUAL ACKNOWLEDGEMENT THAT THEY HAVE RECEIVED A COPY OF THE POLICY, UNDERSTAND IT, AND AGREE TO ABIDE BY ITS TERMS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS OF DETERMINING INITIAL COMPENSATION OF THE ORGANIZATIONS CHIEF EXECUTIVE OFFICER AND OTHER OFFICERS AND KEY EMPLOYEES INCLUDES A REVIEW BY AN OUTSIDE SEARCH FIRM. A SET OF PARAMETERS INCLUDING SALARY AND JOB DESCRIPTION GUIDELINES IS CONVEYED TO THE RECRUITMENT FIRM. THE RECRUITMENT FIRM WILL SEEK OUT INDIVIDUALS WITH THE APPROPRIATE BACKGROUND AND ALSO MAKE RECOMMENDATIONS AS TO THE COMPARABLE SALARIES FOR SIMILAR POSITIONS. THE BASIS OF THE COMPENSATION DECISION IS DOCUMENTED AND BASED ON A DETERMINATION THAT THE AMOUNT PAID IS NO MORE THAN REASONABLE IN VIEW OF SERVICES RENDERED. THE EXECUTIVE COMMITTEE MANAGES THIS PROCESS AND MAKES A RECOMMENDATION TO THE FULL BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. AN INTERESTED PARTY MAY MAKE A REQUEST DIRECTLY TO THE ORGANIZATION. ADDITIONALLY, THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE VIA THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CAROLINE & SIGMUND SCHOTT FUND | ||||||||||
| 675 MASSACHUSETTS AVENUE 8TH FL | CAMBRIDGE | MA | 02139 | 112856561 | PRIVATE GRANTMAKING FOUNDATION | DE | 501(C)(3) | PF | N/A | Yes (1) |
| THE OPPORTUNITY TO LEARN ACTION FUND | ||||||||||
| 675 MASSACHUSETTS AVENUE 8TH FL | CAMBRIDGE | MA | 02139 | 274836929 | ADVOCACY ORGANIZATION - EDUCATIONAL | DC | 501(C)(4) | N/A | N/A | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CAROLINE & SIGMUND SCHOTT FUND | ||
| C | $1,061,000 | CASH |
| CAROLINE & SIGMUND SCHOTT FUND | ||
| L | $10,000 | CASH |
| OPPORTUNITY TO LEARN ACTION FUND | ||
| N | $4,409 | CASH |
| OPPORTUNITY TO LEARN ACTION FUND | ||
| Q | $23,804 | CASH |