UNIVERSITY RADIO FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY RADIO FOUNDATION INC (EIN 56-1803808)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-15
- IRS object ID
- 201723199349300542
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T06:30:08-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561434747 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREERWALKER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST TRADE ST SUITE 1100 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561803808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY RADIO FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 7045499323 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8801 JM KEYNES DR | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28262 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H JOSEPH O'CONNOR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7045499323 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAULA P TILLEY | PreparerPersonNm |
| PTIN | P00051456 | PTIN |
| Phone | 7043770239 | PhoneNum |
| Preparation | 2017-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.235.64.54 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-13 | IPDt |
| IP Tm | 13:01:17 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 23BC50D02822922A1A63D2BC40F2C2890C2DA1E5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2F6FD5DC73BAB247C41058D65B780E9724862DA6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WFAE-FM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | H JOSEPH O'CONNOR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8801 JM KEYNES DR | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28262 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,003,323 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WFAE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | JOURNALISM THAT INFORMS, ENRICHES, AND INSPIRES. OUR VISION IS TO HELP CREATE A MORE KNOWLEDGEABLE AND ENGAGED COMMUNITY GROUNDED IN OUR SHARED HUMANITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 43 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,871,329 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,851,342 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $121,396 | PYInvestmentIncomeAmt |
| CY Investment Income | $110,777 | CYInvestmentIncomeAmt |
| PY Other Revenue | $41,598 | PYOtherRevenueAmt |
| CY Other Revenue | $41,204 | CYOtherRevenueAmt |
| PY Total Revenue | $5,034,323 | PYTotalRevenueAmt |
| CY Total Revenue | $6,003,323 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,547,825 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,487,846 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $616,908 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $744,832 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,904,476 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,037,457 | PYOtherExpensesAmt |
| CY Other Expenses | $2,463,497 | CYOtherExpensesAmt |
| PY Total Expenses | $5,202,190 | PYTotalExpensesAmt |
| CY Total Expenses | $5,696,175 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$167,867 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $307,148 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,562,564 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,230,581 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $356,647 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $407,557 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,205,917 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,823,024 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | JOURNALISM THAT INFORMS, ENRICHES, AND INSPIRES. OUR VISION IS TO HELP CREATE A MORE KNOWLEDGEABLE AND ENGAGED COMMUNITY GROUNDED IN OUR SHARED HUMANITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,425,719 | ExpenseAmt |
| Revenue | $9,266 | RevenueAmt |
| Desc | DRIVEN BY AWARD-WINNING, COMMUNITY FOCUSED NEWS COVERAGE, WFAE'S 2017 FISCAL YEAR WAS HIGHLIGHTED BY ALL-TIME LISTENERSHIP HIGHS, AS WELL AS RECORD REVENUES FROM THE MEMBERSHIP, MAJOR DONOR AND UNDERWRITING DEPARTMENTS. AS WFAE AND ITS CONTENT PARTNERS PROVIDED UNPARALLELED COVERAGE OF THE CONTENTIOUS 2016 U.S. PRESIDENTIAL ELECTION AND THE TRANSITION OF PRESIDENTIAL POWER, THE EYES OF THE WORLD DESCENDED UPON THE CITY OF CHARLOTTE -- FIRST WHEN OUR CITY PASSED LOCAL LEGISLATION AROUND THE RIGHTS OF TRANSGENDER INDIVIDUALS, AND THEN WHEN THE STATE GOVERNMENT PASSED HOUSE BILL 2 (HB2), THE SO-CALLED "BATHROOM BILL" DECREEING THAT INDIVIDUALS ONLY USE THE BATHROOM THAT CORRESPONDS TO THE GENDER NOTED ON THEIR BIRTH CERTIFICATES. THE LEGISLATION LEAD TO PROTESTS, THE LOSS OF HIGH-LEVEL BUSINESS, SPORTING EVENTS AND CONFERENCES FOR THE CITY AND STATE. WFAE'S NEWS TEAM COVERED THIS COMPLICATED STORY FROM THE PASSING OF HB2 TO THE REPEAL OF THE LAW.THE CITY AND STATE ALSO BECAME THE FOCUS OF NATIONAL ATTENTION IN SEPTEMBER OF 2016 AFTER THE POLICE INVOLVED SHOOTING OF KEITH SCOTT AND SUBSEQUENT UNREST AND PROTESTS IN THE CITY. WFAE'S JOURNALISTS WERE LIVE ON THE SCENE AS THE PROTESTS BECAME VIOLENT, AND EXAMINED NOT ONLY THE HEADLINE STORY OF THE UNREST, BUT THE UNDERLYING COMMUNITY ISSUES THAT CAME TO A HEAD OVER THREE NIGHTS. A HALLMARK OF WFAE HAS ALWAYS BEEN THE ABILITY TO BRING PEOPLE OF DIVERSE OPINIONS TOGETHER TO DISCUSS CHALLENGING SUBJECTS WITH CANDOR AND CIVILITY. THE STATION SHOWCASED THIS IMPORTANT PROFICIENCY TO CAPACITY AUDIENCES WHEN NORTH CAROLINA PASSED HB2 LEGISLATION, AND LESS THAN A WEEK AFTER PROTESTS ERUPTED IN THE CITY AFTER THE SHOOTING OF KEITH SCOTT. WFAE ALSO HOSTED A LIVE COMMUNITY DISCUSSION AROUND THE SUBJECT OF IMMIGRATION IN CHARLOTTE. IN ADDITION TO COVERAGE OF THESE IMPORTANT REGIONAL STORIES, WFAE PROVIDED COUNTLESS HOURS OF LOCAL, COMMUNITY FOCUSED COVERAGE OF THE ENVIRONMENT, EDUCATION, POLITICS, HEALTHCARE AND THE ARTS. HIGHLIGHTS INCLUDE COVERAGE OF MISMANAGEMENT AT THE CHARLOTTE SCHOOL OF LAW; REPORTING AROUND THE ALARMING INCREASE IN THE CITY'S HOMICIDE RATE; COVERAGE OF COAL ASH CLEAN-UP AND THE CONSTRUCTION OF TOLL ROADS ON NORTH CAROLINA'S I77; COVERAGE OF NORTH CAROLINA ELECTIONS, INCLUDING THE GOVERNOR'S RACE AND TRANSITION OF GUBERNATORIAL POWER. WHILE THE WFAE NEWSROOM REACHED RECORDS FOR THE NUMBER OF STORIES PRODUCED, THE TEAM BEHIND WFAE'S ACCLAIMED 60-MINUTE PROGRAM, CHARLOTTE TALKS, PRODUCED MORE THAN 475 HOURS OF IN-DEPTH PROGRAMMING AROUND A MYRIAD OF ISSUES. HIGHLIGHT PROGRAMS FROM FY'17 INCLUDE SEVERAL DISCUSSIONS AROUND THE ISSUES RELATED TO THE SHOOTING OF KEITH SCOTT AND HB2, A LIVE EVENT WITH SURVIVORS OF THE "MIRACLE ON THE HUDSON" FLIGHT NEXT TO THE PLANE ITSELF AT THE CAROLINA'S AVIATION MUSEUM, INTERVIEWS WITH NPR PERSONALITIES TOM ASHBROOK, KRISTA TIPPETT AND SUSAN STAMBERG AS WELL AS INTERVIEWS WITH REGIONAL POLITICAL FIGURES, THINKERS AND CELEBRITIES. CHARLOTTE TALKS ALSO CONTINUED ITS "WEEKLY NEWS ROUND-UP" IN FY17. THE ROUND-UP, WHICH FEATURES A PANEL OF CHARLOTTE AREA JOURNALISTS DISCUSSING THE NEWS OF THE WEEK, HAS BECOME THE SHOW'S MOST TUNED TO BROADCAST EACH WEEK. WFAE'S WORK COVERING THE UNREST IN CHARLOTTE AFTER THE SHOOTING OF KEITH SCOTT GARNERED TWO EDWARD R. MURROW AWARDS. WFAE'S ASSISTANT NEWS DIRECTOR, LISA WORF, WAS AWARDED THE SUNSHINE AWARD BY THE NC OPEN GOVERNMENT COALITION FOR HER WORK PETITIONING TO HAVE VIDEO OF A POLICE-INVOLVED SHOOTING RELEASED TO THE MEDIA; CHARLOTTE TALKS HOST, MIKE COLLINS, WAS NAMED ONE OF CHARLOTTE'S 100 MOST INFLUENTIAL PEOPLE BY CHARLOTTE MAGAZINE; AND WFAE CEO, JOE O'CONNOR WAS NAMED "NEWCOMER OF THE YEAR" BY THE DISTINGUISHED LEADERSHIP CHARLOTTE PROGRAM. IN ADDITION TO AWARD-WINNING COVERAGE FROM WFAE'S NEWS AND CHARLOTTE TALKS TEAMS, THE STATION ALSO PRODUCED A SPECIAL RADIO DOCUMENTARY CHRONICLING THE ONE-YEAR ANNIVERSARY OF THE TRAGIC SHOOTING AT CHARLESTON'S EMANUEL AME CHURCH. "EYES CLOSED IN PRAYER" FEATURED THE VOICES OF FAMILY MEMBERS OF THE VICTIMS TO EXAMINE RACE IN AMERICA, THE POWER OF SYMBOLS AND THE POWER OF LOVE AND HATE. THESE PROGRAMMATIC ACCOMPLISHMENTS LED TO RECORD AUDIENCES FOR WFAE. THE CUME AUDIENCE FOR THE STATION PEAKED AT MORE THAN 240,000 LISTENERS IN THE MONTH OF JUNE. THIS PEAK MARKED A FULL 100% INCREASE IN LISTENERS TO THE STATION OVER A TWO-YEAR PERIOD.WITH SIGNIFICANTLY INCREASED AUDIENCES CAME EQUALLY SIGNIFICANT LISTENER SUPPORT AND REVENUES. THE STATION REACHED AN ALL-TIME HIGH OF NEARLY 20,000 MEMBERS IN FY'17 AND RECORD LEVELS FOR MEMBERSHIP AND MAJOR GIFT REVENUES ($2,677,320 AND $725,356 RESPECTIVELY). THE STATION'S UNDERWRITING TEAM ALSO REACHED RECORD LEVELS, GENERATING A RECORD OF $2,084,899 IN GROSS REVENUE FROM CHARLOTTE AREA BUSINESSES. THERE WERE ALSO ADDITIONAL GRANT REVENUES FROM THE CORPORATION FOR PUBLIC BROADCASTING, THE KNIGHT FOUNDATION AND OTHERS.MOVING INTO THE 2018 FISCAL YEAR, WFAE WILL BUILD UPON THE SUCCESSES OF FY'17 BY GROWING THE ORGANIZATION'S NEWSROOM BY A FULL 50% (FROM 14 REPORTERS, EDITORS AND PRODUCERS TO 21). THIS STRATEGIC INVESTMENT WILL GREATLY ENHANCE WFAE'S DIGITAL CAPABILITIES, ALLOWING THE STATION TO EVOLVE FROM A TRADITIONAL RADIO STATION TO A TRUE 24-HOUR, MULTI-MEDIA NEWS ORGANIZATION. THIS INVESTMENT WILL ALSO IMPROVE WFAE'S ABILITY TO REACH UNDERSERVED COMMUNITIES IN THE CHARLOTTE REGION, AND PROVIDE GREATER OPPORTUNITY FOR COMMUNITY EVENTS AND ENGAGEMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $466,484 | ExpenseAmt |
| Desc | BROADCASTING AND ENGINEERING - EXPENSES ASSOCIATED WITH RADIO TOWERS AND ANTENNAS, ENGINEER, INTERCONNECT FEES, SATELLITE SET-UP, UTILITIES, REPAIR AND MAINTENANCE COSTS FOR STUDIOS, TOWERS, AND TOWER UPKEEP. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $217,692 | ExpenseAmt |
| Desc | PROGRAM INFORMATION - PROMOTION AND OUTREACH ACTIVITIES TO INFORM THE COMMUNITY OF LOCAL NEWS & EVENTS OF INTEREST TO OUR LISTENERS. COSTS ASSOCIATED WITH HOSTING FORUMS, BRINGING IN PUBLIC RADIO PERSONALITIES TO SPEAK AND OTHER COSTS ASSOCIATED WITH INFORMING OUR LISTENERS BY NEWSLETTERS, E-BLASTS, OUTREACH MATERIALS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,109,895 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 | 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 | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 43 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEAN ZOUTEWELLE | PersonNm |
| Phone | 7045499323 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8801 JM KEYNES DR SUITE 91 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28262 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JON BUCHAN | |||||||
| CHAIR 2016 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROSALYN ALLISON-JACOBS | |||||||
| VICE CHAIR 2016, SECRETARY 2017 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ED WILLIAMS | |||||||
| SECRETARY 2016, CHAIR 2017 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RONALD LAMBERTH | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MELISSA MCGUIRE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA GREENWELL | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN SHAW | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA LAUGHLIN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANASA SINEGAL | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BILAU SOYLU | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GLEN STEWART | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MEG WHALEN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD LANCASTER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK ETHRIDGE | |||||||
| BOARD MEMBER 2016, VICE CHAIR 2017 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MOIRA LOCASCIO | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| D SCOTT ANDERSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICK WHARTON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES JOHNSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN CLODFELTER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| COURTNEY STRIBLING | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WALTER CLARK | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANGELA OLIVER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| H JOSEPH O' CONNOR | |||||||
| GM/PRESIDENT | 50.00 | Yes (X) | Yes (X) | $190,716 | $0 | $21,333 | |
| JEAN ZOUTEWELLE | |||||||
| CFO (BEG 6/2016) | 50.00 | Yes (X) | $60,475 | $0 | $4,298 | ||
| JEFF BUNDY | |||||||
| EXECUTIVE DIRECTOR OF ADVANCEMENT | 50.00 | $122,612 | $0 | $7,906 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $373,803 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $33,537 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKET ENGINUITY | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3131 E CLARENDON AVE STE 105 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | UNDERWRITING SALES - OUTSOURCED | ServicesDesc |
| Compensation | $624,528 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $308,768 | GovernmentGrantsAmt |
| All Other Contributions | $5,542,574 | AllOtherContributionsAmt |
| Total Contributions | $5,851,342 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $101,670 | TotalRevenueColumnAmt |
| Exclusion | $101,670 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $31,938 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $31,938 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,938 | TotalRevenueColumnAmt |
| Exclusion | $31,938 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,107 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,107 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,107 | TotalRevenueColumnAmt |
| Exclusion | $9,107 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DATA CHANNELS | 519100 | $9,116 | $9,116 |
| MISCELLANEOUS REVENUE | 900099 | $150 | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,266 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,003,323 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,266 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $142,715 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $548,848 | TotalAmt |
| Program Services | $147,613 | ProgramServicesAmt |
| Management And General | $252,610 | ManagementAndGeneralAmt |
| Fundraising | $148,625 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,565,612 | TotalAmt |
| Program Services | $1,194,600 | ProgramServicesAmt |
| Management And General | $189,367 | ManagementAndGeneralAmt |
| Fundraising | $181,645 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,102 | TotalAmt |
| Program Services | $62,553 | ProgramServicesAmt |
| Management And General | $5,247 | ManagementAndGeneralAmt |
| Fundraising | $8,302 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,573 | TotalAmt |
| Program Services | $117,881 | ProgramServicesAmt |
| Management And General | $6,392 | ManagementAndGeneralAmt |
| Fundraising | $22,300 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,711 | TotalAmt |
| Program Services | $91,776 | ProgramServicesAmt |
| Management And General | $39,268 | ManagementAndGeneralAmt |
| Fundraising | $19,667 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,158 | TotalAmt |
| Management And General | $21,158 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,133 | TotalAmt |
| Program Services | $706 | ProgramServicesAmt |
| Management And General | $3,427 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,156 | TotalAmt |
| Management And General | $4,156 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $744,832 | TotalAmt |
| Fundraising | $744,832 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,002 | TotalAmt |
| Management And General | $12,002 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,135 | TotalAmt |
| Program Services | $22,660 | ProgramServicesAmt |
| Fundraising | $3,475 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,630 | TotalAmt |
| Program Services | $29,184 | ProgramServicesAmt |
| Management And General | $6,088 | ManagementAndGeneralAmt |
| Fundraising | $95,358 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,831 | TotalAmt |
| Program Services | $2,733 | ProgramServicesAmt |
| Management And General | $13,747 | ManagementAndGeneralAmt |
| Fundraising | $2,351 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,055 | TotalAmt |
| Program Services | $34,385 | ProgramServicesAmt |
| Management And General | $4,590 | ManagementAndGeneralAmt |
| Fundraising | $110,080 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,486 | TotalAmt |
| Program Services | $261,577 | ProgramServicesAmt |
| Management And General | $33,693 | ManagementAndGeneralAmt |
| Fundraising | $70,216 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,465 | TotalAmt |
| Program Services | $19,781 | ProgramServicesAmt |
| Management And General | $29,590 | ManagementAndGeneralAmt |
| Fundraising | $14,094 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,612 | TotalAmt |
| Program Services | $3,902 | ProgramServicesAmt |
| Management And General | $6,405 | ManagementAndGeneralAmt |
| Fundraising | $5,305 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,163 | TotalAmt |
| Program Services | $102,041 | ProgramServicesAmt |
| Management And General | $6,224 | ManagementAndGeneralAmt |
| Fundraising | $4,898 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,871 | TotalAmt |
| Program Services | $28,091 | ProgramServicesAmt |
| Management And General | $8,908 | ManagementAndGeneralAmt |
| Fundraising | $7,872 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| PROGRAM FEES | $876,082 | $871,177 | $4,905 | |
| BAD DEBT | $219,795 | $219,795 | ||
| POSTAGE & PRINTING/BIND | $158,971 | $1,241 | $155,155 | $2,575 |
| MISCELLANEOUS | $145,291 | $45,835 | $76,604 | $22,852 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,661 | TotalAmt |
| Program Services | $72,159 | ProgramServicesAmt |
| Management And General | $13,505 | ManagementAndGeneralAmt |
| Fundraising | $8,997 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,696,175 | TotalAmt |
| Program Services | $3,109,895 | ProgramServicesAmt |
| Management And General | $681,804 | ManagementAndGeneralAmt |
| Fundraising | $1,904,476 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $665,208 | BOYAmt |
| EOY | $729,389 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,203 | BOYAmt |
| EOY | $250,706 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,029,489 | BOYAmt |
| EOY | $905,793 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$16,769 | BOYAmt |
| EOY | $285,558 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,976 | BOYAmt |
| EOY | $86,164 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,312,669 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,026,356 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,795 | BOYAmt |
| EOY | $286,313 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,276,028 | BOYAmt |
| EOY | $3,682,494 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,634 | BOYAmt |
| EOY | $4,164 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,562,564 | BOYAmt |
| EOY | $6,230,581 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,532 | BOYAmt |
| EOY | $341,773 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,115 | BOYAmt |
| EOY | $65,784 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,647 | BOYAmt |
| EOY | $407,557 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,372,767 | BOYAmt |
| EOY | $4,852,662 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $833,150 | BOYAmt |
| EOY | $970,362 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,205,917 | BOYAmt |
| EOY | $5,823,024 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,562,564 | BOYAmt |
| EOY | $6,230,581 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $307,148 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $307,729 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $2,230 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,147,218 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,370,581 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,688,512 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,871,329 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,542,574 | CurrentTaxYearAmt |
| Total | $23,620,214 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,147,218 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,370,581 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,688,512 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,871,329 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,542,574 | CurrentTaxYearAmt |
| Total | $23,620,214 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $23,620,214 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $122,567 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $617,545 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $157,534 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $149,404 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $133,608 | CurrentTaxYearAmt |
| Total | $1,180,658 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $314 | CurrentTaxYearMinus4YearsAmt |
| Total | $314 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $24,801,186 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $25,253 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95240 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94920 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,432 | OtherCostOrOtherBasisAmt |
| Book Value | $28,432 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,017 | OtherCostOrOtherBasisAmt |
| Depreciation | $64,396 | DepreciationAmt |
| Book Value | $7,621 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $95,781 | OtherCostOrOtherBasisAmt |
| Depreciation | $91,087 | DepreciationAmt |
| Book Value | $4,694 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,806,112 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,605,109 | DepreciationAmt |
| Book Value | $201,003 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $310,327 | OtherCostOrOtherBasisAmt |
| Depreciation | $265,764 | DepreciationAmt |
| Book Value | $44,563 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $286,313 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,546,014 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $307,729 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $234,962 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $542,691 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,003,323 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,003,323 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,928,907 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $232,732 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $232,732 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,696,175 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,696,175 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN RECOGNIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION RECORDS LIABILITIES FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN WHEN THOSE POSITIONS ARE DEEMED UNCERTAIN TO BE UPHELD IN AN EXAMINATION BY TAXING AUTHORITIES. NO LIABILITIES FOR UNCERTAIN INCOME TAX POSITIONS WERE RECORDED AS OF JUNE 30, 2017 AND 2016. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| MARKET ENGINUITY | ||||||||
| 3131 E CLARENDON AVE STE 105 | PHOENIX | AZ | 85016 | UNDERWRITING | 0 | $2,084,899 | $713,049 | $1,371,850 |
| DMW | ||||||||
| 36 CORDAGE PARK CIRCLE SUITE 225 | PLYMOUTH | MA | 02360 | MAIL SOLICITATIONS | 0 | $887,198 | $132,037 | $755,161 |
| FALCON FUNDRAISING | ||||||||
| 1690 WATERTOWER PLACE STE 400A | EAST LANSING | MI | 48823 | TELEMARKETERS | 0 | $49,943 | $12,359 | $37,584 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $3,022,040 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $857,445 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $2,164,595 | TotalNetToOrganizationAmt |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | FALCON FUNDRAISING IS A TELEMARKETING FIRM USED BY THE ORGANIZATION. FALCON FUNDRAISING SEPARATES COSTS FOR TELEMARKETING FROM POSTAGE AND CLERICAL EXPENSES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H JOSEPH O' CONNOR | PersonNm |
| Title | GM/PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $163,216 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $27,500 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $9,625 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $11,708 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $212,049 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE OFFICERS APPOINTED BY THE BOARD OF DIRECTORS, AS PROVIDED IN ARTICLE IV, SECTION 1, TOGETHER WITH THE GENERAL MANAGER, SHALL CONSTITUTE THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE BUSINESS OF THE FOUNDATION BETWEEN THE MEETINGS OF THE BOARD, SUBJECT TO THE LIMITATIONS ON COMMITTEE AUTHORITY SET FORTH IN CHAPTER 55A. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM WITH ASSISTANCE AND OVERSIGHT BY MANAGEMENT. UPON COMPLETION AND REVIEW BY MANAGEMENT, THE FORM 990 IS EMAILED TO EACH BOARD MEMBER AND THE AUDIT/FINANCE COMMITTEE APPROVES THE FORM BEFORE FILING THE FORM 990 WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | A SIGNED CONFLICT OF INTEREST STATEMENT IS REQUIRED FROM EACH MEMBER OF THE BOARD OF DIRECTORS ANNUALLY. THE SIGNED STATEMENTS ARE MONITORED AND FILED BY THE DIRECTOR OF STATION RELATIONS. THE DIRECTOR OF STATION RELATIONS INFORMS THE PRESIDENT AND GOVERNANCE COMMITTEE CHAIR IF A STATEMENT IS NOT RECEIVED. THE CFO AND THE PRESIDENT/GENERAL MANAGER MONITOR ALL OF THE FINANCIAL TRANSACTIONS, CONTRACTS, AND CONTRIBUTORS. THE EXECUTIVE DIRECTOR OF BRANDING AND ENGAGEMENT ALSO MONITORS TRANSACTIONS INVOLVING UNDERWRITING. THE GOVERNANCE COMMITTEE AND AUDIT COMMITTEE ARE NOTIFIED IF A CONFLICT IS NOTED. AN UNSIGNED STATEMENT IS CAUSE FOR REMOVAL FROM THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION FOR THE PRESIDENT/GENERAL MANAGER OF UNIVERSITY RADIO FOUNDATION, INC (WFAE) IS DETERMINED BY THE EXECUTIVE COMMITTEE AFTER RECEIVING A RECOMMENDATION FROM THE COMPENSATION COMMITTEE. THE COMPENSATION POLICY INCLUDES AN ANNUAL PERFORMANCE BASED EVALUATION. THE COMPENSATION COMMITTEE POSITIONS TOTAL COMPENSATION COMPARABLE TO A SURVEY PRODUCED BY THE CORPORATION FOR PUBLIC BROADCASTING THAT IS REPRESENTATIVE OF NON-PROFIT BROADCASTING ORGANIZATIONS WITH SIMILAR MARKET SIZE AND OWNERSHIP. COMPENSATION FOR SENIOR STAFF IS DETERMINED BY A PERFORMANCE BASED EVALUATION CONDUCTED BY THE PRESIDENT/GENERAL MANAGER. |
| FORM 990, PART VI, SECTION C, LINE 18 | DOCUMENTS ARE AVAILABLE IN A PUBLIC FILE LOCATED AT THE RADIO STATION, 8801 J.M. KEYNES DR. SUITE 130. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE IN A PUBLIC FILE LOCATED AT THE RADIO STATION, 8801 J.M. KEYNES DR. SUITE 130. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |