NATIONAL COUNCIL FOR COMMUNITY DEVELOPMENT INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL COUNCIL FOR COMMUNITY DEVELOPMENT INC (EIN 13-6532871)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201733199349313368
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T15:13:07-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 | 136532871 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | national council for community | BusinessNameLine1Txt |
| Business Name Line2 | Development inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2126821106 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | one battery park plaza No 710 | AddressLine1Txt |
| City | new york | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert W Davenport | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2126821106 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS LANNING | PreparerPersonNm |
| PTIN | P00851654 | PTIN |
| Phone | 2122970400 | PhoneNum |
| Preparation | 2017-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.3.217.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-14 | IPDt |
| IP Tm | 17:22:20 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 90CC17281F34CD083B051E620E31C1B2A26173FC | 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 | THE NATIONAL DEVELOPMENT COUNCIL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Robert W Davenport | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | one battery park plaza No 710 | AddressLine1Txt |
| City | new york | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,644,812 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.ndconline.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | The mission of the National Council for Community Development, Inc. dba The National Development Council (NDC), is to create economic opportunity, affordable housing and to strengthen communities in underserved areas across the United States. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 84 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,089,562 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,616,744 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,525,288 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,481,765 | CYProgramServiceRevenueAmt |
| PY Investment Income | $299,886 | PYInvestmentIncomeAmt |
| CY Investment Income | $100,733 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $33,112 | CYOtherRevenueAmt |
| PY Total Revenue | $9,914,736 | PYTotalRevenueAmt |
| CY Total Revenue | $10,232,354 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $21,702 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $568,107 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,514,272 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,649,066 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,246,241 | PYOtherExpensesAmt |
| CY Other Expenses | $3,676,215 | CYOtherExpensesAmt |
| PY Total Expenses | $12,782,215 | PYTotalExpensesAmt |
| CY Total Expenses | $10,893,388 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,867,479 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$661,034 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,685,081 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,603,188 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,467,275 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,893,786 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,217,806 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,709,402 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The three primary exempt purposes of the National Council for Community Development dba The National Development Council are to:- encourage and foster business ownership by members of disadvantaged groups.- conduct programs to inform and aid communities in obtaining and utilizing governmental and other funds for support of local economic development.- provide quality housing for low income persons. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,051,144 | ExpenseAmt |
| Grant | $568,107 | GrantAmt |
| Revenue | $1,554,353 | RevenueAmt |
| Desc | ENCOURAGE AND FOSTER BUSINESS OWNERSHIP BY MEMBERS OF DISADVANTAGED GROUPS: Through NDC's small business lending unit, we have assisted more than 590 small businesses owned by disadvantaged individuals or located in low-income Census Tracts across the nation by providing loan capital and business counseling. NDC has extended over $225 million in small business financing at below market interest rates and with attractive terms. The business counseling is provided at no cost to the small businesses. Over the last several years, our small business loan fund has received national recognition from a variety of institutions: - JP Morgan Chase awarded NDC's small business lending unit a $2.3 million grant to make small business loans in distressed and underserved communities across the country. Working with local COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION, Community Development Entity and Community Development Corporation, NDC provides technical assistance and finance training and uses NDC's Grow America Fund to make loans to small businesses who invest in their communities and create jobs. The $33 million in financing extended through the Chase program has provided appropriately priced capital to 41 small businesses who have created or retained 1,500 jobs. In addition to the Chase funding, NDC has received grants and program related investments from the Ford Foundation, Tacoma Community Foundation and the Seattle Foundation to support small business lending in distressed communities. - In 2015, the United States Department of Commerce, Economic Development Administration (EDA) made an $850,000 credit facility available at a 0% rate of interest to make loans to disadvantaged businesses in distressed communities in Washington State. In 2016, NDC made its first loan in the program and is continuing to lend under that program. NDC is currently negotiating with EDA to acquire funds to expand the lending footprint.- NDC has entered into a lending partnership with The National Urban League, The Urban Empowerment Fund and Morgan Stanley to make loans available to African-American borrowers in selected urban markets across the United States. The first program, The Greater Cleveland Capital Access Fund started in Cleveland, Ohio on December 31, 2016 and made six loans by year-end to borrowers who have been participating in the Greater Cleveland Urban League's Entrepreneurship Center. The Capital Access Fund lending and business counseling program will be expanded to other cities in 2017 and 2018.- NDC created its second small business and affordable housing lending vehicle, NDC Community Impact Loan Fund (CILF), a non-SBA small business and affordable housing lender recognized as a COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION by the U.S. Department of the Treasury. Both CILF and GAF are making loans through the Capital Access Fund partnership.The following are some examples of disadvantaged businesses that NDC's small business loan programs have recently assisted: - MedWheels: Created by Jane Gonzalez in 2005, Medwheels provides durable medical goods to clients living in the San Antonio, TX metropolitan area. The company is a preferred provider for Medicare, Medicaid, Wellcare, Humana, and Care Improvement Plus. Medwheels supplies wheel chairs, walkers, hospital beds, compression socks, oxygen tanks, catheters, mobile electric scooters and a dozen or so other products for use at home to clients covered by the mentioned insurers. NDC made two loans to Medwheels totaling $513,040. Using NDC financing saved the company nearly $1,700 a month or over $20,000 annually compared to conventional loans available in the market.- Caf Campesino: Dina Torres had been operating Caf Campesino, in a kiosk rented from the City of Santa Cruz, CA since 2002. She also rented commercial kitchen space for food preparation since her kiosk lacked a full commercial kitchen. Caf Campesino specialty is home cooked style food, prepared from classic rustic recipes, using mostly organic ingredients to create an eclectic, but old-style selection of Mexican/Spanish dishes. After many years of preparation and planning, Ms. Torres has achieved her dream of opening her own full service restaurant in Santa Cruz. Her new restaurant is located at 1116 Soquel Ave in Santa Cruz. With a $150,000 loan provided by NDC, Ms. Torres was able to buy the assets of an existing restaurant, renovate 1,900 sf of restaurant and kitchen and pay for closing soft costs. - Learning to Grow: Established in 2002, Learning to Grow is now operating out of two locations in Cleveland, OH and serves low-income families with a need for traditional and non- traditional childcare services. The company enjoyed a good banking relationship until 2014, when its commercial bank decided that they no longer wanted Learning to Grow as a borrower. This placed tremendous strain on the business and threatened to affect the low-income families that rely on the childcare services they provide. NDC, through the Capital Access Fund of Greater Cleveland provided a $1,245,000 loan to refinance the banks debt while also providing an extra $30,000 in permanent working capital. - Blue Haven: After successfully operating Panvimarn Thai Cuisine since 2009, the majority owner Paknavin (Joseph) Khemsap approached NDC for its help with opening a second location in downtown Long Beach CA. Blue Haven Thai Cuisine, owners JPaknavin (Joseph) Khemsap, Choe Jirattikanchote, Sararee (Blue) Jirattikanchote, utilized Joseph's grandmother's recipes to create an authentic Thai dining experience.NDC provided a loan of $535,000 to complete leasehold improvements and cover closing costs. NDC also coordinated its underwriting and loan approval with the City of Long Beach who provided a $300,000 EDA loan to purchase furniture, fixtures, and equipment and fund pre-construction costs, security deposits, opening inventory and start-up wages. - US Traffic Control: Owned by Nicole Beringer, US Traffic Control Inc. (USTC) is a manufacturer, retailer, and rental provider of work zone safety equipment. The business is located in western upstate New York. In addition to supplies and equipment, the company provides flagger and safety crews for construction and utility work. It is a certified WBE and a disadvantaged owned business (DBE). The company outgrew its rented facility and needed NDC assistance to purchase a larger facility that will accommodate the company's continued growth. In addition, NDC refinanced USTC existing high interest debts, helped it acquire new equipment, and provided new long-term working capital. NDC made two loans to the company totaling $902,000. The loans were used to acquire a new building, refinance existing loans including a high interest short-term loan, purchase new machinery and equipment, and supply new working capital. - Ventbike: Ventbike Tech LLC (VTL) is a full-service motorcycle, snow blower and generator repair shop. The business owner is Pedro Ventura. Ventbike is located in the South Bronx, New York. Mr. Ventura founded VTL in 2012 after working for 30 years in the motorcycle and small engine repair business. GAF provided a loan of $75,000 to refinance high interest rate debt thereby saving the company $1,500 a month or $18,000 annually.- Meditrina: Created by Jennifer Gilroy in 2008, Meditrina is a fusion small plate restaurant that was located near the professional basketball arena in Salt Lake City, UT. While that location allowed a small start-up with minimal initial investment capital an opportunity to grow and flourish, the business quickly outgrew its limited space. Meditrina is known for its imaginative small plates with bold and uniquely paired flavors, excellent service and an interesting dining atmosphere. Unfortunately, the popularity of the restaurant forced Jennifer to seek a new location.NDC helped finance the company's move to a new location in Salt Lake City's Central Ninth District. The new location is 2,700 square feet and seats approximately eighty-five guests inside, and another twenty on the patio during warm months. NDC provided a $150,000 loan for tenant build-out and working capital. In addition, Salt Lake City provided a $50,000 subordinate loan that was used to purchase furniture, fixtures and equipment. - Kru Partners: Kru, Inc., DBA Kru Contemporary Japanese Cuisine (Kru) is a four-star Japanese restaurant founded in 2005, providing a unique upscale casual Japanese inspired dining experience. The business outgrew their leased space and requested a loan from NDC to move to a larger location that would allow them to expand their food and beverage offerings to include additional menu items and a full bar and bottle shop. NDC provided a tenant improvement loan of $975,000 and an equipment loan of $250,000. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,034,096 | ExpenseAmt |
| Revenue | $2,323,038 | RevenueAmt |
| Desc | INFORM AND AID COMMUNITIES IN OBTAINING AND UTILIZING GOVERNMENTAL FUNDS FOR SUPPORT OF LOCAL ECONOMIC DEVELOPMENT: NDC conducts training and provides counseling and technical assistance to disadvantaged communities for support of local economic development. During the year, NDC worked with more than 100 communities providing technical assistance and guidance in carrying out economic and community development strategies, programs and projects and in developing public facilities. Through these services, NDC achieved financing for projects and programs, with government and private sector funds, in excess of $800 million. A sample of the projects for which NDC is providing technical assistance and training around the country include:- In 2016, NDC, working with the City of Scranton, PA entered into a 49- year concession lease to operate and improve the on-street and off-street parking assets of the City. The City of Scranton operated under extreme fiscal constraints for the last twenty years. The parking concession was part of a larger plan to restructure the City's finances and return the community to a sound financial footing. The $40 million tax-exempt financing provided funds that allowed the city to meet its unfunded pension liability and refinance existing debt.- Working with the National Urban League, the Urban Empowerment Fund, the City of Cleveland, Cuyahoga County, and Morgan Stanley, NDC has formed a partnership with the Urban League of Greater Cleveland to increase African-American small businesses' access to credit. The program works with businesses to ready the entrepreneur for acquiring debt, structures debt that meets the needs of the business, and provides mentoring to the business after the loan has been made. NDC launched the Greater Cleveland Capital Access Fund on December 1, 2016 and closed six small business loans before the end of the year. - In 2016, NDC Training delivered a total of 385 days of training to 3,200 students drawn from nonprofit community development corporations, community development finance institutions, federal, state and local government, community foundations and other organizations working in economic, housing and community development. In addition to NDC's nationally recognized certification training for housing and economic development finance professionals, new courses were developed on behalf of the USDA to enhance staff underwriting skills for critical rural small business lending, community facilities, including hospitals and public safety buildings. In addition, NDC developed a training program for USDA to teach underwriting and project structuring skills necessary when combining a B&I Loan Guarantee with New Markets Tax Credits. This course was taught in both a classroom setting and via webinar. In 2016, NDC working with the Connecticut Housing Finance Authority and the Connecticut Housing Agency revamped the curriculum and expanded the Connecticut Housing Academy to support the skills of nonprofits working create and preserve affordable housing in the State. The Academy provides training and technical assistance in the creation and preservation of affordable rental housing to, housing authorities, nonprofit owners and developers of affordable housing in the State. - In New Rochelle, New York, NDC provided community/economic development technical assistance to the City, which resulted in the selection of a master developer for the TOD Downtown Cluster Development. The executed Master Development Agreement allows for 12 million square feet of overall development including 2.4 million square feet of office, 1 million square feet of retail, 6,370 units of market rate and affordable housing and 1,200 hotel rooms. NDC also assisted the City in drafting a new Uniform Tax Exemption Policy and a Community Benefit Agreement. - Through a continuing partnership with national coalitions like the New Markets Tax Credit Coalition, OFN, The Community Development Financial Institutions Coalition, The National Rural Housing Coalition, NACEDA and others, NDC is able to identify and provide training and technical assistance to low-income communities engaged in the creation of jobs, affordable housing and public infrastructure. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,738,205 | ExpenseAmt |
| Revenue | $1,637,486 | RevenueAmt |
| Desc | TO PROVIDE HOUSING FOR LOW INCOME PERSONS:NDC conducts training and provides counseling and technical assistance to disadvantaged communities and nonprofit organizations in support of providing housing for low-income persons. During the year, NDC worked with more than 100 communities and nonprofit organizations and provided training to more than 1,800 practitioners in housing development for low-income persons and in low-income communities. Our technical assistance provided to nonprofit service providers and community organizations and through NDC's nonprofit housing affiliate and low income housing fund spurred $89.6 million in NMTC equity investment that resulted in public and private sector financing totaling more than $200 million, creating or rehabilitating 1,080 housing units for low income persons, families, the elderly, and persons with special needs. Through our housing development affiliates, NDC has developed over 9,520 units of housing for low income and disadvantaged persons. Collaborating with communities and/or local not-for-profits, housing authorities and for profit developers we initially evaluate the role that we should play in a particular affordable housing project, identify the development team, design the project and structure and close the financing. More than 60% of our projects are undertaken with not-for-profit partners and over 35% of our projects are located in rural areas across the country. While the majority of our projects involve new construction, we have completed numerous rehabilitations and historic rehabilitations. A sample of some of our projects that we are working on or have completed over the last several years include: - Working with the State of Connecticut Housing Finance Agency and the Connecticut Department of Housing, NDC is continuing to manage the Connecticut Housing Academy, which provides training, technical assistance, and financing under the State's affordable housing creation and preservation program. The program is designed to build new and keep existing affordable housing units that have completed their regulatory compliance periods from becoming market rate housing. In March of 2016, NDC closed the first $31.8 million of a three-phase rehabilitation and adaptive-reuse of the historic Ponemah Mills in Norwich, CT. The mill is listed on the National Register of Historic Places and is situated in the Last Green Valley, a National Heritage Corridor. The total project when completed will occupy 650,000 square feet but this first phase includes 116 units of mixed-income rental housing. The funding for the project included both Low Income Housing Tax Credits and Historic Preservation Tax Credits. - In Augusta, Maine, NDC invested in the Coney Flatiron Senior Residence project, an adaptive re-use of a former high school, which created forty-eight units of affordable housing for the areas growing senior population. The Coney Flatiron Senior Residences was awarded a prestigious Timmy Award for excellence in historic preservation. - In rural Lincoln County, Nevada, NDC invested $5.5 million for the consolidation and rehabilitation of three projects totaling 52 units into one commonly managed project. The units are available to individuals and families earning between 30 to 60 percent of Area Median Income. The project was financed through a combination of equity raised through the sale of Low Income Housing Tax Credits and loans from the USDA and HUD. In addition to the rehabilitation of the units, solar panels were installed over carports to reduce electric both costs, and the projects carbon footprint. - In Detroit, Michigan, NDC invested $7.6 million into a new construction project that created twenty-eight two and three bedroom townhome units. The Mack-Ashland II project, developed by the nonprofit Southwest Housing Solutions, will set aside eight units for permanent supportive housing, five units for families earning 40% of Area Median Income (AMI) and fifteen units for families earning 60% of AMI. The project is being constructed on cleared land in a blighted neighborhood where derelict abandoned homes once stood. - Working with the National Rural Housing Coalition, Rural LISC and various state affordable housing coalitions, NDC provides continuing technical assistance and financial support to rural housing organizations across the nation. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,823,445 | 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 | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 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 | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 48 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 84 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | adam ennis | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126821106 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | one battery park plaza suite 710 | AddressLine1Txt |
| City | new york | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Burt Tauber | ||||||||||
| Board Member | 3.38 | 3.05 | Yes (X) | $0 | $0 | $0 | ||||
| gary perlow | ||||||||||
| board member | 1.08 | 0.88 | Yes (X) | $0 | $0 | $0 | ||||
| John Downs | ||||||||||
| Board Member | 3.54 | 3.10 | Yes (X) | $0 | $0 | $0 | ||||
| Robert W Davenport | ||||||||||
| Pres and CEO/board member | 52.00 | 12.80 | Yes (X) | $1,597,292 | $0 | $338,260 | Yes (X) | |||
| Saundra Johnson Hudson | ||||||||||
| Board Member/Chairwoman | 3.85 | 3.73 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Seth Bongartz | ||||||||||
| board Member | 3.85 | 3.73 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| tomasita duran | ||||||||||
| board member | 0.92 | 1.15 | Yes (X) | $0 | $0 | $0 | ||||
| William Young III | ||||||||||
| outgoing board member | 1.08 | 0.38 | Yes (X) | $0 | $0 | $0 | ||||
| Adam Ennis | ||||||||||
| CFO | 5.00 | 48.50 | $148,757 | $0 | $42,811 | Yes (X) | ||||
| gertrude scriven | ||||||||||
| treasurer | 47.00 | 3.00 | $148,669 | $0 | $114,728 | Yes (X) | ||||
| angela butler | ||||||||||
| Product Manager | 42.00 | 8.00 | $150,892 | $0 | $35,890 | Yes (X) | ||||
| Ann Vogt | ||||||||||
| Product Manager | 13.75 | 41.75 | $279,959 | $0 | $37,766 | Yes (X) | ||||
| Daniel Marsh III | ||||||||||
| Senior Manager | 47.30 | 8.20 | $245,298 | $0 | $249,449 | Yes (X) | ||||
| David J Trevisani | ||||||||||
| Product Manager | 5.00 | 45.00 | $167,240 | $0 | $45,834 | Yes (X) | ||||
| Jane Campbell | ||||||||||
| Product Manager | 50.00 | 0.00 | $211,934 | $0 | $40,439 | Yes (X) | ||||
| John Palyo | ||||||||||
| Product Manager | 3.00 | 47.00 | $210,777 | $0 | $49,885 | Yes (X) | ||||
| Kevin Gremse | ||||||||||
| Regional Manager | 47.00 | 3.00 | $199,760 | $0 | $49,022 | Yes (X) | ||||
| Patricia Thomson | ||||||||||
| Regional Manager | 43.00 | 9.00 | $206,401 | $0 | $101,658 | Yes (X) | ||||
| stephanie dugan | ||||||||||
| product Manager | 45.00 | 5.00 | $162,057 | $0 | $46,586 | Yes (X) | ||||
| Thomas Jackson | ||||||||||
| Product Manager | 47.00 | 3.00 | $166,280 | $0 | $50,616 | Yes (X) | ||||
| Amy Dosen | ||||||||||
| CEF Director of Acquisitions | 1.00 | 45.00 | $280,728 | $0 | $27,403 | Yes (X) | ||||
| charley depew | ||||||||||
| senior Director | 43.20 | 1.80 | $160,561 | $0 | $48,055 | Yes (X) | ||||
| Matthew Wexler | ||||||||||
| Senior Director | 42.30 | 2.70 | $169,208 | $0 | $47,801 | Yes (X) | ||||
| Michael Griffin | ||||||||||
| CEF Director of Investor R | 2.25 | 42.75 | $276,635 | $0 | $59,200 | Yes (X) | ||||
| Scott Rodde | ||||||||||
| Senior Director | 41.40 | 3.60 | $447,145 | $0 | $290,052 | Yes (X) | ||||
| SAMUEL S BEARD | ||||||||||
| OUtgoing board member | 1.00 | 1.00 | $156,000 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,385,593 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,675,455 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 43 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 | CohnReznick LLP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 Avenue of the Americas | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Auditing and tax services | ServicesDesc |
| Compensation | $207,663 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $4,297,869 | RelatedOrganizationsAmt |
| All Other Contributions | $318,875 | AllOtherContributionsAmt |
| Total Contributions | $4,616,744 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Technical assistance r | 541900 | $3,353,680 | $3,353,680 |
| Training revenue | 541900 | $2,088,085 | $2,088,085 |
| Management Fee | 541900 | $40,000 | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,481,765 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $124,010 | TotalRevenueColumnAmt |
| Exclusion | $124,010 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,389,181 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,412,458 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$23,277 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$23,277 | TotalRevenueColumnAmt |
| Exclusion | -$23,277 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | dist. from partnership | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $33,112 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,112 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $33,112 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,232,354 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,514,877 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $100,733 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $568,107 | TotalAmt |
| Program Services | $568,107 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,234,173 | TotalAmt |
| Program Services | $4,009,492 | ProgramServicesAmt |
| Management And General | $1,224,681 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,000 | TotalAmt |
| Program Services | $119,115 | ProgramServicesAmt |
| Management And General | $36,885 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,666 | TotalAmt |
| Program Services | $128,022 | ProgramServicesAmt |
| Management And General | $39,644 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,691 | TotalAmt |
| Program Services | $153,794 | ProgramServicesAmt |
| Management And General | $70,897 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $594,788 | TotalAmt |
| Program Services | $480,416 | ProgramServicesAmt |
| Management And General | $114,372 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,748 | TotalAmt |
| Program Services | $210,310 | ProgramServicesAmt |
| Management And General | $61,438 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,501 | TotalAmt |
| Program Services | $12,327 | ProgramServicesAmt |
| Management And General | $66,174 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,965 | TotalAmt |
| Management And General | $154,965 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,173 | TotalAmt |
| Management And General | $11,173 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $566,834 | TotalAmt |
| Program Services | $269,621 | ProgramServicesAmt |
| Management And General | $297,213 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,586 | TotalAmt |
| Program Services | $9,586 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,672 | TotalAmt |
| Program Services | $211,978 | ProgramServicesAmt |
| Management And General | $68,694 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,116 | TotalAmt |
| Program Services | $129,874 | ProgramServicesAmt |
| Management And General | $109,242 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393,145 | TotalAmt |
| Program Services | $294,072 | ProgramServicesAmt |
| Management And General | $99,073 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $723,888 | TotalAmt |
| Program Services | $604,671 | ProgramServicesAmt |
| Management And General | $119,217 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,863 | TotalAmt |
| Management And General | $193,863 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,883 | TotalAmt |
| Program Services | $56,760 | ProgramServicesAmt |
| Management And General | $19,123 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,552 | TotalAmt |
| Management And General | $149,552 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Training sites | $205,866 | $205,866 | |
| bad debt | $141,807 | $141,807 | |
| temporary employees | $118,893 | $88,932 | $29,961 |
| Subscriptions and membe | $111,581 | $58,757 | $52,824 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,890 | TotalAmt |
| Program Services | $69,938 | ProgramServicesAmt |
| Management And General | $150,952 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,893,388 | TotalAmt |
| Program Services | $7,823,445 | ProgramServicesAmt |
| Management And General | $3,069,943 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $998,132 | BOYAmt |
| EOY | $393,762 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $438,026 | BOYAmt |
| EOY | $2,947,869 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $793,240 | BOYAmt |
| EOY | $2,052,146 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,070,044 | BOYAmt |
| EOY | $8,038,043 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,034 | BOYAmt |
| EOY | $133,367 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,122,528 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $798,428 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,608 | BOYAmt |
| EOY | $324,100 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,636,861 | BOYAmt |
| EOY | $188,004 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $681,337 | BOYAmt |
| EOY | $495,110 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,874,799 | BOYAmt |
| EOY | $30,787 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,685,081 | BOYAmt |
| EOY | $14,603,188 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $526,722 | BOYAmt |
| EOY | $615,013 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $350,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,699 | BOYAmt |
| EOY | $151,273 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,710,854 | BOYAmt |
| EOY | $4,777,500 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,467,275 | BOYAmt |
| EOY | $5,893,786 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,403,666 | BOYAmt |
| EOY | $7,962,409 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $814,140 | BOYAmt |
| EOY | $746,993 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,217,806 | BOYAmt |
| EOY | $8,709,402 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,685,081 | BOYAmt |
| EOY | $14,603,188 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$661,034 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$156,850 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $309,480 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,707,839 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,289,678 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,881,261 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,089,562 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,616,744 | CurrentTaxYearAmt |
| Total | $27,585,084 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,592,868 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,239,618 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,705,203 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,525,288 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,481,765 | CurrentTaxYearAmt |
| Total | $28,544,742 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,300,707 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,529,296 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,586,464 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,614,850 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,098,509 | CurrentTaxYearAmt |
| Total | $56,129,826 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $56,129,826 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $369,441 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $160,214 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $255,729 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $215,571 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,010 | CurrentTaxYearAmt |
| Total | $1,124,965 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $369,441 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $160,214 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $255,729 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $215,571 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,010 | CurrentTaxYearAmt |
| Total | $1,124,965 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $33,112 | CurrentTaxYearAmt |
| Total | $33,112 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,670,148 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,689,510 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,842,193 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,830,421 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,255,631 | CurrentTaxYearAmt |
| Total | $57,287,903 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97980 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98380 | PublicSupportPY509Pct |
| Investment Income CY | 0.01960 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01620 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | distribution from partnership - 2016 Amount: $ 33,112. | ExplanationTxt |
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 Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $104,305 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $104,305 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,789,083 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,893,388 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $694,669 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $173,667 | 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 | $818,600 | CurrentYearMinus3Amt |
| Current Year Minus2 | $682,573 | CurrentYearMinus2Amt |
| Current Year Minus1 | $789,111 | CurrentYearMinus1Amt |
| Current Year | $694,669 | CurrentYearAmt |
| Total | $2,984,953 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,477,430 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $155,663 | CurrentYearMinus3Amt |
| Current Year Minus2 | $136,009 | CurrentYearMinus2Amt |
| Current Year Minus1 | $125,446 | CurrentYearMinus1Amt |
| Current Year | $104,305 | CurrentYearAmt |
| Total | $521,423 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $204,650 | CurrentYearMinus3Amt |
| Current Year Minus2 | $170,643 | CurrentYearMinus2Amt |
| Current Year Minus1 | $197,278 | CurrentYearMinus1Amt |
| Current Year | $173,667 | CurrentYearAmt |
| Total | $746,238 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,119,357 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,355 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,858 | DepreciationAmt |
| Book Value | $37,497 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,071,173 | OtherCostOrOtherBasisAmt |
| Depreciation | $784,570 | DepreciationAmt |
| Book Value | $286,603 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $324,100 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued non-qualified pension liability | $805,602 |
| Accrued defined benefit plan pension liability | $3,573,763 |
| deferred rent | $398,135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,777,500 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,221,986 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$156,850 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $146,482 | OtherRevenueAmt |
| Revenue Not Reported | -$10,368 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,232,354 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,232,354 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,893,388 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,893,388 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,893,388 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | The Organization may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities based on the technical merits of the position. Tax positions include the tax-exempt status of the Organization, among others. There are no uncertain tax positions identified or recorded as liabilities for the year ended December 31, 2016. The Organization files Form 990, Return of Organization Exempt from Income Tax, with the Internal Revenue Service annually. AS OF December 31, 2016, the Organization's Form 990s for the years ended 2013 through 2016 remain eligible for examination by the IRS. |
| Part XI, Line 2d - Other Adjustments: | book to tax adjustment - partnership 146,482. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ndc support I inc | |||||||
| 1 BATTERY PARK PLAZA suite 710 | new york | NY | 10004 | 134156877 | 501(C)(3) | $46,742 | operating support |
| Grow American Fund Inc | |||||||
| 1 BATTERY PARK PLAZA suite 710 | New york | NY | 10004 | 133641265 | 501(C)(3) | $421,250 | operating support |
| NDC Community Impact loan Fund | |||||||
| 1 BATTERY PARK PLAZA suite 710 | New york | NY | 10004 | 133678913 | 501(C)(3) | $23,000 | operating support |
| Greater Salt Lake Development Corp | |||||||
| 1 BATTERY PARK PLAZA suite 710 | NEw york | NY | 10004 | 463784495 | 501(C)(3) | $77,115 | operating support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS BY REQUIRING THE GRANTEE TO PROVIDE PERIODIC REPORTS THAT DESCRIBE THE USE OF THE GRANT FUNDS. THE ORGANIZATION ALSO SHARES BOARD MEMBERS WHO CAN MONITOR THE USE OF FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Robert W Davenport | ||||||||||||||
| Pres and CEO/board member | $470,438 | $0 | $0 | $0 | $1,126,854 | $0 | $320,565 | $0 | $17,695 | $0 | $1,935,552 | $0 | $1,112,500 | $0 |
| Adam Ennis | ||||||||||||||
| CFO | $148,541 | $0 | $0 | $0 | $216 | $0 | $7,305 | $0 | $35,506 | $0 | $191,568 | $0 | $0 | $0 |
| gertrude scriven | ||||||||||||||
| treasurer | $145,621 | $0 | $0 | $0 | $3,048 | $0 | $97,227 | $0 | $17,501 | $0 | $263,397 | $0 | $0 | $0 |
| angela butler | ||||||||||||||
| Product Manager | $150,532 | $0 | $0 | $0 | $360 | $0 | $13,450 | $0 | $22,440 | $0 | $186,782 | $0 | $0 | $0 |
| Ann Vogt | ||||||||||||||
| Product Manager | $278,375 | $0 | $0 | $0 | $1,584 | $0 | $20,415 | $0 | $17,351 | $0 | $317,725 | $0 | $0 | $0 |
| Daniel Marsh III | ||||||||||||||
| Senior Manager | $242,250 | $0 | $0 | $0 | $3,048 | $0 | $214,049 | $0 | $35,400 | $0 | $494,747 | $0 | $0 | $0 |
| David J Trevisani | ||||||||||||||
| Product Manager | $166,208 | $0 | $0 | $0 | $1,032 | $0 | $10,808 | $0 | $35,026 | $0 | $213,074 | $0 | $0 | $0 |
| Jane Campbell | ||||||||||||||
| Product Manager | $210,350 | $0 | $0 | $0 | $1,584 | $0 | $22,338 | $0 | $18,101 | $0 | $252,373 | $0 | $0 | $0 |
| John Palyo | ||||||||||||||
| Product Manager | $210,417 | $0 | $0 | $0 | $360 | $0 | $13,984 | $0 | $35,901 | $0 | $260,662 | $0 | $0 | $0 |
| Kevin Gremse | ||||||||||||||
| Regional Manager | $199,208 | $0 | $0 | $0 | $552 | $0 | $13,996 | $0 | $35,026 | $0 | $248,782 | $0 | $0 | $0 |
| Patricia Thomson | ||||||||||||||
| Regional Manager | $203,353 | $0 | $0 | $0 | $3,048 | $0 | $67,065 | $0 | $34,593 | $0 | $308,059 | $0 | $0 | $0 |
| stephanie dugan | ||||||||||||||
| product Manager | $161,025 | $0 | $0 | $0 | $1,032 | $0 | $11,873 | $0 | $34,713 | $0 | $208,643 | $0 | $0 | $0 |
| Thomas Jackson | ||||||||||||||
| Product Manager | $165,248 | $0 | $0 | $0 | $1,032 | $0 | $15,464 | $0 | $35,152 | $0 | $216,896 | $0 | $0 | $0 |
| Amy Dosen | ||||||||||||||
| CEF Director of Acquisitions | $280,488 | $0 | $0 | $0 | $240 | $0 | $11,732 | $0 | $15,671 | $0 | $308,131 | $0 | $0 | $0 |
| charley depew | ||||||||||||||
| senior Director | $158,977 | $0 | $0 | $0 | $1,584 | $0 | $11,589 | $0 | $36,466 | $0 | $208,616 | $0 | $0 | $0 |
| Matthew Wexler | ||||||||||||||
| Senior Director | $168,848 | $0 | $0 | $0 | $360 | $0 | $12,275 | $0 | $35,526 | $0 | $217,009 | $0 | $0 | $0 |
| Michael Griffin | ||||||||||||||
| CEF Director of Investor R | $276,083 | $0 | $0 | $0 | $552 | $0 | $24,174 | $0 | $35,026 | $0 | $335,835 | $0 | $0 | $0 |
| Scott Rodde | ||||||||||||||
| Senior Director | $273,008 | $0 | $0 | $0 | $174,137 | $0 | $258,151 | $0 | $31,901 | $0 | $737,197 | $0 | $171,097 | $0 |
| SAMUEL S BEARD | ||||||||||||||
| OUtgoing board member | $0 | $0 | $0 | $0 | $156,000 | $0 | $0 | $0 | $0 | $0 | $156,000 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Lines 4a-b | In 2016, Samuel Beard received Severance payment of $156,000. CERTAIN SENIOR MANAGEMENT OFFICIALS PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THERE WERE NO CONTRIBUTIONS DURING THE YEAR. During 2016 Robert Davenport and Scott Rodde received a distribution from a SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, this amount was included in their w-2's and reported on Schedule J, Part II, Column (iii). |
| SCHEDULE J PART II, Column C: | AMOUNTS IN COLUMN C INCLUDE THE ALLOCATED EXPENSE FOR THE DEFINED BENEFIT PLAN. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | THE FORM 990 WAS PREPARED BY OUTSIDE TAX PREPARERS IN CONSULTATION WITH MANAGEMENT AND AUDITORS. A DRAFT OF THE FULL FORM 990 WAS PROVIDED TO THE ENTIRE BOARD FOR REVIEW. A COMPLETE COPY OF THE FINAL FORM 990 WAS PROVIDED TO THE ORGANIZATION'S ENTIRE BOARD BEFORE IT WAS FILED WITH THE IRS. |
| Form 990, Part VI, Section B, line 12c | All members of NDC's board of directors and executive employees are required annually to execute a conflict of interest and compensation guidelines acknowledgement stating that they have received, read and understand, AND AGREE TO COMPLY WITH THE CONFLICT OF INTEREST AND COMPENSATION GUIDELINES. THE CONFLICT OF INTEREST AND COMPENSATION GUIDELINES REQUIREs BOARD MEMBERS AND EXECUTIVE EMPLOYEES TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST IMMEDIATELY.Upon disclosure of a potential conflict of interest, the chairperson of the board will appoint a disinterested person or committee TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION. VIOLATIONS OF THE CONFLICT OF INTEREST POLICY CAN RESULT IN APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. Also, all board members, by executing the annual acknowledgement statement, concerning the conflict of interest and compensation guidelines, acknowledge that NDC shall remain faithful to its charitable purposes. |
| Form 990, Part VI, Section B, line 15a | THE BOARD OF DIRECTORS OF NDC HAS A STANDING COMPENSATION REVIEW COMMITTEE, THE MEMBERS OF WHICH ARE ALL INDEPENDENT DIRECTORS. THE COMMITTEE ENGAGES A THIRD PARTY INDEPENDENT CONSULTANT TO REVIEW THE COMPENSATION OF THE PRESIDENT EVERY TWO YEARS. THE COMMITTEE REVIEWS AND DISCUSSES THE FINDINGS AT A SPECIAL SESSION WITH ALL BOARD MEMBERS PRESENT EXCEPT THE PRESIDENT. |
| Form 990, Part VI, Section C, line 19 | The documents are available by request. |
| Form 990, Part XI, line 9: | Changes in funded status of qualified pension plan 380,925. Changes in funded status of non-qualified pension plan -217,927. book to tax adjustment - partnership 146,482. |
| from 990, part xii, line 2c | The process has not changed from the prior year. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| NDC HOUSING & ECONOMIC DEVELOPMENT CORPORATION-GROUP RETURN | ||||||||||
| one battery park plaza suite 710 | New york | NY | 10004 | 911884698 | Assist Gov/Housing | VA | 501(c)(3) | Line 10 | NATIONAL COUNCIL FOR COMMUNITY DEVELOPMENT INC | Yes (1) |
| GROW AMERICA FUND INC | ||||||||||
| one battery park plaza suite 710 | New york | NY | 10004 | 133641265 | loans at below-market rates for economic development | DE | 501(c)(3) | Line 10 | NATIONAL COUNCIL FOR COMMUNITY DEVELOPMENT INC | Yes (1) |
| NDC SUPPORT I INC | ||||||||||
| one battery park plaza suite 710 | New york | NY | 10004 | 134156877 | Assist Gov/Housing | NY | 501(c)(3) | Line 12a, I | NATIONAL COUNCIL FOR COMMUNITY DEVELOPMENT INC | Yes (1) |
| NDC HOUSING & ECONOMIC DEVELOPMENT CORPORATION | ||||||||||
| one battery park plaza suite 710 | New york | NY | 10004 | 112933129 | Assist Gov/Housing | VA | 501(c)(3) | Line 10 | NATIONAL COUNCIL FOR COMMUNITY DEVELOPMENT INC | Yes (1) |
| KINGSBOROUGH HOUSING DEVELOPMENT FUND COMPANY INC | ||||||||||
| one battery park plaza suite 710 | New york | NY | 10004 | 141734500 | Housing | NY | 501(c)(3) | Line 10 | NATIONAL COUNCIL FOR COMMUNITY DEVELOPMENT INC | Yes (1) |
| Yonkers Larkin Garage Inc | ||||||||||
| one battery park plaza suite 710 | New york | NY | 10004 | 800730609 | Assist Gov | NY | 501(c)(3) | Line 10 | NATIONAL COUNCIL FOR COMMUNITY DEVELOPMENT INC | Yes (1) |
| NDC Green Renewable Energy Enterprise Nexus | ||||||||||
| one battery park plaza suite 710 | New york | NY | 10004 | 273820841 | economic development | NY | 501(c)(3) | Line 10 | NATIONAL COUNCIL FOR COMMUNITY DEVELOPMENT INC | Yes (1) |
| NDC Resources | ||||||||||
| one battery park plaza suite 710 | New york | NY | 10004 | 460674188 | Econ Dev/Housing/Assist Gov't | DC | 501(c)(3) | Line 12a, I | NATIONAL COUNCIL FOR COMMUNITY DEVELOPMENT INC | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|
| NDC CORPORATE EQUITY FUND III | |||||||
| one battery park plaza suite 710 | new york | NY | 10004 | 134071776 | Low income housing | NY | N/A |
| NDC CORPORATE EQUITY FUND IV | |||||||
| one battery park plaza suite 710 | new york | NY | 10004 | 134151268 | Low income housing | NY | N/A |
| NDC CORPORATE EQUITY FUND V | |||||||
| one battery park plaza suite 710 | new york | NY | 10004 | 134195127 | Low income housing | NY | N/A |
| NDC CORPORATE EQUITY FUND VI | |||||||
| one battery park plaza suite 710 | new york | NY | 10004 | 050585420 | Low income housing | NY | N/A |
| NDC CORPORATE EQUITY FUND VII | |||||||
| one battery park plaza suite 710 | new york | NY | 10004 | 203273264 | Low income housing | NY | N/A |
| NDC CORPORATE EQUITY FUND VIII | |||||||
| one battery park plaza suite 710 | new york | NY | 10004 | 261481355 | Low income housing | NY | N/A |
| NDC CORPORATE EQUITY FUND IX | |||||||
| one battery park plaza suite 710 | new york | NY | 10004 | 264226439 | Low income housing | NY | N/A |
| NDC CORPORATE EQUITY FUND X | |||||||
| one battery park plaza suite 710 | new york | NY | 10004 | 454281155 | Low income housing | NY | N/A |
| NDC CORPORATE EQUITY FUND XI | |||||||
| one battery park plaza suite 710 | new york | NY | 10004 | 462764258 | Low income housing | NY | N/A |
| NDC Corporate Equity Fund XII | |||||||
| one battery park plaza suite 710 | new york | NY | 10004 | 473762588 | low income housing | NY | N/A |
| NDC CORPORATE EQUITY FUND XIII | |||||||
| one battery park plaza suite 710 | new york | NY | 10004 | 813113490 | low income housing | NY | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Share Of EOY AssetsShareOfEOYAssetsAmt | Share Of Total IncomeShareOfTotalIncomeAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Community Development Group Holt | ||||||||||||
| One Battery Park Plaza Suite 710 | New York | NY | 10004 | 201643188 | ECONOMIC DEVELOPMENT | NY | National council for community Development | C | 1.00000 | Yes (1) | ||
| Community Development Group Illinois Inc | ||||||||||||
| One Battery Park Plaza Suite 710 | New York | NY | 10004 | 201644052 | economic Development | NY | National council for community Development | C | 1.00000 | Yes (1) | ||
| Community Development Group Kentucky Inc | ||||||||||||
| One Battery Park Plaza Suite 710 | New York | NY | 10004 | 133555220 | economic Development | NY | National council for community Development | C | 1.00000 | Yes (1) | $634 | |
| Community Development Group Renewable Energy | ||||||||||||
| One Battery Park Plaza Suite 710 | New York | NY | 10004 | 262989445 | economic Development | NY | National council for community Development | C | 1.00000 | Yes (1) | $1,095,097 | $245,426 |
| Community Development Group Walla Walla Inc | ||||||||||||
| One Battery Park Plaza Suite 710 | New York | NY | 10004 | 133615889 | economic Development | NY | National council for community Development | C | 1.00000 | Yes (1) | $160,084 | $83,904 |
| Community Development Investor Brooklyn | ||||||||||||
| One Battery Park Plaza Suite 710 | New York | NY | 10004 | 461534076 | economic Development | NY | National council for community Development | C | 1.00000 | Yes (1) | $53,432,010 | |
| Community Development Group III INC | ||||||||||||
| One Battery Park Plaza Suite 710 | New York | NY | 10004 | 203673695 | economic Development | NY | National council for community Development | C | 1.00000 | Yes (1) | $282,700 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 |