BILLIE JEAN KING FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BILLIE JEAN KING FOUNDATION (EIN 46-4755352)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201733199349312488
- 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 | 2017-11-15T15:00:17-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464755352 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BILLIE JEAN KING LEADERSHIP | BusinessNameLine1Txt |
| Business Name Line2 | INITIATIVE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BILL | BusinessNameControlTxt |
| Phone | 2128861602 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 PARK AVENUE 4TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL COAKLEY | PersonNm |
| Person Title | VICE PRES., TREAS., SECRETARY | PersonTitleTxt |
| Phone | 2128861602 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA L BOOTH | PreparerPersonNm |
| PTIN | P01342395 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2017-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.172.72.163 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-14 | IPDt |
| IP Tm | 10:04:45 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 102C1995D04F643618E9EB8F2AEF5D32C98268A5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2E51BBD8A5DAF730193DED9248F5B69ECC4FA6A4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | SHERICE PERRY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 PARK AVENUE 4TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $487,322 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BJKLI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE BILLIE JEAN KING LEADERSHIP INITIATIVE IS AN AMBITIOUS AND MOTIVATED ENDEAVOR WHOSE SOLE FOCUS IS TO MOVE THE NEEDLE ON ISSUES IMPACTING DIVERSE TALENT GLOBALLY. WE PLAN TO IGNITE A TRANSFORMATION IN THE CONVERSATION THROUGH THREE PRIMARY PILLARS OF LEADERSHIP: LIFT THROUGH ACTION AND ADVOCACY, LEARN THROUGH RESEARCH AND INNOVATION, AND LEAD THROUGH INSIGHT AND EMPOWERMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 2 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $393,354 | PYContributionsGrantsAmt |
| CY Contributions Grants | $436,716 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $394 | PYInvestmentIncomeAmt |
| CY Investment Income | $606 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$267,734 | PYOtherRevenueAmt |
| CY Other Revenue | -$244,603 | CYOtherRevenueAmt |
| PY Total Revenue | $126,014 | PYTotalRevenueAmt |
| CY Total Revenue | $192,719 | 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 | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $176,877 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $33,894 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $73,730 | PYOtherExpensesAmt |
| CY Other Expenses | $75,347 | CYOtherExpensesAmt |
| PY Total Expenses | $73,730 | PYTotalExpensesAmt |
| CY Total Expenses | $252,224 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $52,284 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$59,505 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $530,899 | TotalAssetsBOYAmt |
| Total Assets EOY | $496,646 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $57,069 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $82,321 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $473,830 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $414,325 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE BILLIE JEAN KING LEADERSHIP INITIATIVE BELIEVES THAT EVERY INDIVIDUAL HAS THE POTENTIAL TO LEAD. THROUGHOUT COMPANIES AND ORGANIZATIONS ALL OVER THE WORLD, LEADERSHIP TENDS TO BE HOMOGENEOUS, BUT IF THOSE IN POSITIONS OF POWER ARE NOT REPRESENTATIVE OF OUR GLOBALIZING WORLD, FRESH IDEAS, DIVERSE TALENT, AND AN INCLUSIVE WORK ENVIRONMENT CANNOT PROSPER. THE STATUS QUO IS ALREADY SHIFTING, AS PEOPLE OF ALL BACKGROUNDS ARE BEING RECOGNIZED AND PROMOTED FOR THEIR VARIED SKILLS, EXPERIENCES, AND VIEWPOINTS. BUT MORE MUST BE DONE. AT THE BJKLI, WE ARE WORKING HARD TO REIMAGINE THE IMAGE OF LEADERSHIP NOT JUST IN BOARDROOMS AND CORNER OFFICES, BUT ALSO AT CUBICLES AND DESKS AROUND THE WORLD. INDIVIDUALS MUST FEEL FREE AND ABLE TO BRING THEIR AUTHENTIC SELVES TO WORK EVERY SINGLE DAY. WE ARE CREATING A MOVEMENT WHERE DIVERSE TALENT IS PROMOTED AND CELEBRATED, FROM THE TOP DOWN AND THE BOTTOM UP. WITH YOUR HELP, WE CAN LIFT, WE CAN LEARN, AND WE CAN LEAD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | LIFT - CONVENE GLOBAL FORUMS EDUCATING WOMEN AND MEN ON THE CRITICAL ISSUES SURROUNDING THE IMPORTANCE OF INCLUSIVE LEADERSHIP, AND THE ROLE EVERY INDIVIDUAL PLAYS IN DRIVING CHANGE. PROMOTE AND FACILITATE PLATFORMS FOR CONVERSATION AND ACTION ACROSS ALL LEVELS OF AN ORGANIZATION.LEARN - AS MILLENNIALS ARE NOW THE MAJORITY OF THE WORKFORCE, THE BILLIE JEAN KING LEADERSHIP INITIATIVE (BJKLI) SOUGHT TO ANALYZE HOW THIS GROUP'S LEADERSHIP STYLES ARE TRANSFORMING BUSINESS. OUR RESEARCH ANALYZED THREE YEARS OF DATA COLLECTED BY OUR RESEARCH PARTNER, DELOITTE. OUR REPORT DEMONSTRATED THAT PURPOSE-DRIVEN MILLENNIALS SEEK INNOVATION AND COLLABORATION, WITH ROOM TO SPEARHEAD THEIR OWN CAREER PATHS. LEAVING BEHIND "THE WAY WE'VE ALWAYS DONE IT," MILLENNIALS ARE FINDING THEIR OWN WAY.A META-ANALYSIS OF SIX ROBUST DATA SOURCES WAS PERFORMED TO IDENTIFY INSIGHTS AND TRENDS ON WORKPLACE CULTURE, THE IMPACT GENERATIONAL DIFFERENCES HAVE ON CULTURE, AND THE EXTENT TO WHICH THESE OUTCOMES VARY ACROSS THE GLOBE.OUR RESEARCH IS INSPIRING AND EMPOWERING ORGANIZATIONS TO ADAPT TO THE NEEDS AND EXPECTATIONS ACROSS ALL GENERATIONS.THE FINDINGS IN THIS PAPER HAVE IDENTIFIED AN UNPRECEDENTED OPPORTUNITY TO SHIFT OUR CULTURES IN A WAY THAT INCREASES ENGAGEMENT AND PRODUCTIVITY FOR MEMBERS OF ALL GENERATIONS. LEAD - HOST A BIENNIAL LEADERSHIP CONFERENCE, IN PARTNERSHIP WITH GLOBAL CORPORATE LEADERS AND UNIVERSITIES, FOCUSED ON THE EMPOWERMENT, AUTHENTICITY AND DEVELOPMENT OF GLOBAL TALENT. IGNITE A DIALOGUE ON 21ST CENTURY POWER DYNAMICS AND THEIR IMPACT ON INCLUSION, LEADERSHIP, AND TALENT DEVELOPMENT. | Desc |
| 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 | 0 | 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 | Yes (1) | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1 | 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 | 2 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | 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 | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL COAKLEY | PersonNm |
| Phone | 2128861602 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 PARK AVENUE 4TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| BILLIE JEAN KING | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ILANA KLOSS | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KIM DAVIS | ||||||
| SENIOR ADVISOR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| MICHAEL COAKLEY | ||||||
| VICE PRES., TREASURER, SECRETARY | 5.00 | $0 | $0 | $0 | Yes (X) | |
| SHERICE PERRY | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $150,063 | $0 | $9,030 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $150,063 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $9,030 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $323,423 | FundraisingAmt |
| All Other Contributions | $113,293 | AllOtherContributionsAmt |
| Total Contributions | $436,716 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $606 | TotalRevenueColumnAmt |
| Exclusion | $606 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $50,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $323,423 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $294,603 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$244,603 | TotalRevenueColumnAmt |
| Exclusion | -$244,603 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $192,719 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$243,997 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,594 | TotalAmt |
| Management And General | $136,780 | ManagementAndGeneralAmt |
| Fundraising | $28,814 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,283 | TotalAmt |
| Management And General | $9,308 | ManagementAndGeneralAmt |
| Fundraising | $1,975 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,960 | TotalAmt |
| Management And General | $28,960 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,140 | TotalAmt |
| Management And General | $1,140 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,105 | TotalAmt |
| Fundraising | $3,105 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $497 | TotalAmt |
| Management And General | $497 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,383 | TotalAmt |
| Management And General | $33,383 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| LICENSES & REGISTRATION | $2,929 | $2,929 |
| BANK FEES | $2,550 | $2,550 |
| PAYROLL PROCESSING | $1,578 | $1,578 |
| MEALS | $1,037 | $1,037 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168 | TotalAmt |
| Management And General | $168 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,224 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $218,330 | ManagementAndGeneralAmt |
| Fundraising | $33,894 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $455,899 | BOYAmt |
| EOY | $456,516 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,000 | BOYAmt |
| EOY | $40,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $130 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $530,899 | BOYAmt |
| EOY | $496,646 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,350 | BOYAmt |
| EOY | $82,321 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,719 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,069 | BOYAmt |
| EOY | $82,321 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $473,830 | BOYAmt |
| EOY | $414,325 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $473,830 | BOYAmt |
| EOY | $414,325 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $530,899 | BOYAmt |
| EOY | $496,646 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$59,505 | ReconcilationRevenueExpnssAmt |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $673,446 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $393,354 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $436,716 | CurrentTaxYearAmt |
| Total | $1,503,516 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $673,446 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $393,354 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $436,716 | CurrentTaxYearAmt |
| Total | $1,503,516 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $460,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $295,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $317,718 | CurrentTaxYearAmt |
| Total | $1,072,718 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $460,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $295,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $317,718 | CurrentTaxYearAmt |
| Total | $1,072,718 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $430,798 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $104 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $394 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $606 | CurrentTaxYearAmt |
| Total | $1,104 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $104 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $394 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $606 | CurrentTaxYearAmt |
| Total | $1,104 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $37,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,000 | CurrentTaxYearAmt |
| Total | $150,000 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $711,050 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $456,248 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $487,322 | CurrentTaxYearAmt |
| Total | $1,654,620 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FUNDRAISING REVENUE - 2014 AMOUNT: $ 37,500. 2015 AMOUNT: $ 62,500. 2016 AMOUNT: $ 50,000. |
| EXPLANATION OF SHORT YEAR RETURN: | THE 2014 FORM 990 IS A SHORT YEAR RETURN FROM FEBRUARY 5, 2014 THROUGH DECEMBER 31, 2014. |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $703,322 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $216,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $294,603 | OtherRevenueAmt |
| Revenue Not Reported | $510,603 | RevenueNotReportedAmt |
| Revenue Subtotal | $192,719 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $192,719 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $762,827 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $216,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $294,603 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $510,603 | ExpensesNotReportedAmt |
| Expenses Subtotal | $252,224 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $252,224 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 AS A TAX POSITION; HOWEVER, THE FOUNDATION HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE FOUNDATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTIONS. THE FOUNDATION'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION SINCE INCEPTION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 294,603. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 294,603. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA/DINNER | Event1Nm |
| Gross Receipts Event1 | $373,423 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $323,423 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $50,000 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $50,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $95,000 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $14,590 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $135,013 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $373,423 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $323,423 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $50,000 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $50,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $95,000 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $14,590 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $135,013 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $294,603 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$244,603 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | SHERICE PERRY | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $150,063 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $9,030 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $159,093 | 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 (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BILLIE JEAN KING AND ILANA KLOSS HAVE A BUSINESS RELATIONSHIP. KIM DAVIS AND MICHAEL COAKLEY HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD MEMBERS FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. EACH INTERESTED PERSON SHALL ANNUALLY SIGN A STATEMENT AND DISCLOSE HIS OR HER INTERESTS THAT COULD GIVE RISE TO A CONFLICT OF INTEREST. TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPERDIZE ITS TAX-EXEMPT STATUS, REGULAR AND CONSISTENT REVIEWS SHALL BE CONDUCTED. THE WHISTLEBLOWER AND A DOCUMENT RETENTION AND DESTRUCTION POLICIES WILL BE IN PLACE AND WILL BE APPROVED BY THE BOARD OF DIRECTORS IN WRITING BY THE END OF FY'18. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION OF THE EXECUTIVE IS DETERMINED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS CONSIDER COMPARATIVE DATA OF SIMILAR POSITIONS AND CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATION AND DECISIONS ARE KEPT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FROM THE ORGANIZATION UPON REQUEST. THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE VIA THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. THE FORM 990 IS ALSO AVAILABLE AT WWW.GUIDESTAR.ORG. |