SOUTHWEST EDUCATIONAL DEVELOPMENT CORP: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWEST EDUCATIONAL DEVELOPMENT CORP (EIN 74-1545911)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-11
- IRS object ID
- 201633169349304043
- Schema version
- 2015v2.1
- 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 | 2016-11-11T15:29:25-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521186096 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINO & COMPANY CHARTERED | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6903 ROCKLEDGE DRIVE SUITE 1200 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208171818 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741545911 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST EDUCATIONAL DEVELOPMENT CORP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 2024035000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 THOMAS JEFFERSON ST NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200073835 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIJO AHLGRIMM | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2024035000 | PhoneNum |
| Signature | 2016-11-10 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA A O'MALLEY CPA | PreparerPersonNm |
| PTIN | P00285909 | PTIN |
| Phone | 3015643636 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | DAVID MYERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 THOMAS JEFFERSON ST NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200073835 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,670,040 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SEDL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 94 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,331,913 | PYContributionsGrantsAmt |
| CY Contributions Grants | $18,790,567 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $631 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,573 | CYProgramServiceRevenueAmt |
| PY Investment Income | $26,971 | PYInvestmentIncomeAmt |
| CY Investment Income | $125,877 | CYInvestmentIncomeAmt |
| PY Other Revenue | $150 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,359,665 | PYTotalRevenueAmt |
| CY Total Revenue | $18,934,017 | 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 | $746,348 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,383,020 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $304,927 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $695,251 | PYOtherExpensesAmt |
| CY Other Expenses | $8,854,293 | CYOtherExpensesAmt |
| PY Total Expenses | $1,441,599 | PYTotalExpensesAmt |
| CY Total Expenses | $20,237,313 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$81,934 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,303,296 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,088,307 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,753,918 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,401,960 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,456,408 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,686,347 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,297,510 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,306,161 | ExpenseAmt |
| Desc | DEVELOP EDUCATIONAL PARTNERSHIPS WITH PARENTS, BUSINESSES, AND COMMUNITIES, AND APPLY TECHNOLOGY TO SCHOOL IMPROVEMENT THROUGH PROGRAMS TO: (1) IMPROVE EDUCATION OF LOW-INCOME FAMILIES; (2) ENHANCE SERVICE DELIVERY FOR THE DISABLED; (3) PROVIDE SERVICE TO LOCAL EDUCATION AGENCIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $564,497 | ExpenseAmt |
| Desc | EVALUATE THE IMPLEMENTATION EFFORTS AND IMPACTS OF SCHOOLS TO IMPROVE THE SCHOOL READINESS OF PRESCHOOL CHILDREN FROM LARGELY LOW INCOME FAMILIES AND IMPROVE THE UTILIZATION OF TECHNOLOGY IN SCHOOL SYSTEM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $472,881 | ExpenseAmt |
| Revenue | $17,573 | RevenueAmt |
| Desc | DISSEMINATE FINDINGS OF PROMISING AFTERSCHOOL PRACTICES AND BUILD THE CAPACITY OF AFTERSCHOOL DEMONSTRATION PROGRAMS TO PROVIDE QUALITY RESEARCH FOR AFTERSCHOOL PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $17,343,539 | 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 | Yes (1) | 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 | 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 | Yes (1) | 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 | 35 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 94 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIJO AHLGRIMM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024035000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 THOMAS JEFFERSON STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200073835 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| DAVID MYERS | |||||||||
| BOARD PRESIDENT | 2.00 | 38.00 | Yes (X) | Yes (X) | $47,834 | $1,036,854 | $224,498 | ||
| MARIJO AHLGRIMM | |||||||||
| TREASURER | 2.00 | 38.00 | Yes (X) | Yes (X) | $21,811 | $472,770 | $97,566 | ||
| DONA KILPATRICK | |||||||||
| SECRETARY | 2.00 | 38.00 | Yes (X) | Yes (X) | $10,988 | $238,181 | $59,241 | ||
| JON COHEN | |||||||||
| EXEC. VICE PRES. & DIV. PRES. OF AIR | 1.00 | 39.00 | $70,262 | $1,050,338 | $182,253 | Yes (X) | |||
| STEPHEN C KROMER | |||||||||
| SR. VICE PRES. & DIV. COO OF AIR | 1.00 | 39.00 | $44,718 | $668,501 | $67,791 | Yes (X) | |||
| CHERYL J VINCE | |||||||||
| SR. VICE PRESIDENT OF AIR | 1.00 | 39.00 | $37,540 | $561,182 | $65,672 | Yes (X) | |||
| GARY W PHILLIPS | |||||||||
| VICE PRESIDENT & INST. FELLOW OF AIR | 1.00 | 39.00 | $30,083 | $449,704 | $65,176 | Yes (X) | |||
| MARK S FANNING | |||||||||
| EXEC. VP, HR & ADMIN OF AIR | 1.00 | 39.00 | $19,464 | $421,893 | $112,079 | Yes (X) | |||
| WESLEY A HOOVER | |||||||||
| FORMER OFFICER | 2.00 | 38.00 | $11,753 | $254,756 | $70,571 | Yes (X) | |||
| VICTORIA K DIMOCK | |||||||||
| FORMER OFFICER | 2.00 | 38.00 | $10,756 | $160,797 | $44,333 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $305,209 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,314,976 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $989,180 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | 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 (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DECISION INFORMATION RESOUCES | |||||
| 3900 ESSEX LANE SUITE 900 | HOUSTON | TX | 77027 | SEE SCHEDULE O | $819,325 |
| RMC RESEARCH CORPORATION | |||||
| 1501 WILSON BOULEVARD SUITE 400 | ARLINGTON | VA | 22209 | SEE SCHEDULE O | $764,838 |
| EMPIRICAL EDUCATION INC | |||||
| 435 SHERMAN AVENUE SUITE 210 | PALO ALTO | CA | 94306 | SEE SCHEDULE O | $413,976 |
| RAND CORPORATION | |||||
| 1200 MAIN ST | SANTA MONICA | CA | 90407 | SEE SCHEDULE O | $323,094 |
| INSTRUCTIONAL RESEARCH GROUP | |||||
| 4281 KATELLA AVENUE SUITE 205 | LOS ALAMITOS | CA | 90720 | SEE SCHEDULE O | $196,262 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $18,648,668 | GovernmentGrantsAmt |
| All Other Contributions | $141,899 | AllOtherContributionsAmt |
| Total Contributions | $18,790,567 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prog.serv.revenue | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $17,573 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,573 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,573 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,633 | TotalRevenueColumnAmt |
| Exclusion | $40,633 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $821,267 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $736,023 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $85,244 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $85,244 | TotalRevenueColumnAmt |
| Exclusion | $85,244 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,934,017 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,573 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $125,877 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,340 | TotalAmt |
| Program Services | $154,864 | ProgramServicesAmt |
| Management And General | $173,476 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,401 | TotalAmt |
| Program Services | $13,536 | ProgramServicesAmt |
| Management And General | $14,865 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,757,615 | TotalAmt |
| Program Services | $7,621,348 | ProgramServicesAmt |
| Management And General | $939,826 | ManagementAndGeneralAmt |
| Fundraising | $196,441 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $852,254 | TotalAmt |
| Program Services | $764,377 | ProgramServicesAmt |
| Management And General | $71,944 | ManagementAndGeneralAmt |
| Fundraising | $15,933 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $781,738 | TotalAmt |
| Program Services | $687,434 | ProgramServicesAmt |
| Management And General | $76,191 | ManagementAndGeneralAmt |
| Fundraising | $18,113 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $634,672 | TotalAmt |
| Program Services | $555,267 | ProgramServicesAmt |
| Management And General | $66,039 | ManagementAndGeneralAmt |
| Fundraising | $13,366 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,152 | TotalAmt |
| Management And General | $25,152 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,738 | TotalAmt |
| Management And General | $12,738 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,500 | TotalAmt |
| Management And General | $3,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,667 | TotalAmt |
| Management And General | $21,667 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,949,464 | TotalAmt |
| Program Services | $4,771,872 | ProgramServicesAmt |
| Management And General | $165,951 | ManagementAndGeneralAmt |
| Fundraising | $11,641 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $662,715 | TotalAmt |
| Program Services | $501,277 | ProgramServicesAmt |
| Management And General | $153,202 | ManagementAndGeneralAmt |
| Fundraising | $8,236 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,840 | TotalAmt |
| Program Services | $264,433 | ProgramServicesAmt |
| Management And General | $21,332 | ManagementAndGeneralAmt |
| Fundraising | $8,075 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $833,677 | TotalAmt |
| Program Services | $670,902 | ProgramServicesAmt |
| Management And General | $142,132 | ManagementAndGeneralAmt |
| Fundraising | $20,643 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $991,292 | TotalAmt |
| Program Services | $951,980 | ProgramServicesAmt |
| Management And General | $33,145 | ManagementAndGeneralAmt |
| Fundraising | $6,167 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,164 | TotalAmt |
| Program Services | $156,644 | ProgramServicesAmt |
| Management And General | $39,105 | ManagementAndGeneralAmt |
| Fundraising | $1,415 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,963 | TotalAmt |
| Management And General | $170,963 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,016 | TotalAmt |
| Program Services | $224,072 | ProgramServicesAmt |
| Management And General | $50,231 | ManagementAndGeneralAmt |
| Fundraising | $4,713 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,105 | TotalAmt |
| Program Services | $5,533 | ProgramServicesAmt |
| Management And General | $65,388 | ManagementAndGeneralAmt |
| Fundraising | $184 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARENT COMPANY SUPPORT | Desc |
| Total | $342,000 | TotalAmt |
| Management And General | $342,000 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,237,313 | TotalAmt |
| Program Services | $17,343,539 | ProgramServicesAmt |
| Management And General | $2,588,847 | ManagementAndGeneralAmt |
| Fundraising | $304,927 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,938,032 | BOYAmt |
| EOY | $4,574,713 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $537,865 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,922,965 | BOYAmt |
| EOY | $3,329,558 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,640 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,419,212 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,672,888 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,095,508 | BOYAmt |
| EOY | $8,746,324 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,419,297 | BOYAmt |
| EOY | $70,584 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $32,739 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,088,307 | BOYAmt |
| EOY | $16,753,918 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,279,258 | BOYAmt |
| EOY | $210,603 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $457,083 | BOYAmt |
| EOY | $768,798 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,578,639 | BOYAmt |
| EOY | $6,218,060 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,980 | BOYAmt |
| EOY | $2,258,947 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,401,960 | BOYAmt |
| EOY | $9,456,408 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,686,347 | BOYAmt |
| EOY | $7,297,510 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,686,347 | BOYAmt |
| EOY | $7,297,510 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,088,307 | BOYAmt |
| EOY | $16,753,918 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,303,296 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$85,541 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,496,546 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,694,454 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,737,738 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,331,913 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,790,567 | CurrentTaxYearAmt |
| Total | $72,051,218 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,496,546 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,694,454 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,737,738 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,331,913 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,790,567 | CurrentTaxYearAmt |
| Total | $72,051,218 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $72,051,218 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,102 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,079 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,121 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,633 | CurrentTaxYearAmt |
| Total | $112,128 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $72,163,346 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $421,797 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99840 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99890 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,500 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,500 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $20,233,813 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $20,237,313 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $219,160 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,219,160 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,828,740 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $3,791 | CurrentYearMinus3Amt |
| Current Year Minus2 | $14,098 | CurrentYearMinus2Amt |
| Current Year Minus1 | $9,053 | CurrentYearMinus1Amt |
| Current Year | $3,500 | CurrentYearAmt |
| Total | $30,442 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $54,790 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $804,790 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,207,185 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,335,472 | OtherCostOrOtherBasisAmt |
| Book Value | $1,335,472 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,120,915 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,782,057 | DepreciationAmt |
| Book Value | $7,338,858 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $962,825 | OtherCostOrOtherBasisAmt |
| Depreciation | $890,831 | DepreciationAmt |
| Book Value | $71,994 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,746,324 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Intercompany | $2,188,363 |
| DEFERRED COMPENSATION | $70,584 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,258,947 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,808,140 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,808,140 | RevenueSubtotalAmt |
| Other Revenues Not Included | $125,877 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $125,877 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,934,017 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,196,977 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$40,336 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$40,336 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,237,313 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $20,237,313 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | SEDL IS EXEMPT FROM INCOME TAX PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3), BUT IS SUBJECT TO INCOME TAX ON UNRELATED BUSINESS INCOME. SEDL'S MANAGEMENT HAS PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. SEDL'S TAX RETURNS ARE SUBJECT TO PERIODIC EXAMINATION BY TAXING AUTHORITIES. THERE ARE CURRENTLY NO EXAMINATIONS IN PROGRESS. MANAGEMENT BELIEVES SEDL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2012. |
| Part XI, Line 4b - Other Adjustments: | DIVIDEND AND INTEREST INCOME 40,633. REALIZED GAINS ON INVESTMENT 85,244. |
| Part XII, Line 2d - Other Adjustments: | DIVIDEND AND INTEREST INCOME -40,633. REALIZED GAINS ON INVESTMENT -85,244. UNREALIZED LOSSES ON INVESTMENT 85,541. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID MYERS | ||||||||||||||
| BOARD PRESIDENT | $26,853 | $582,052 | $17,163 | $372,036 | $3,818 | $82,766 | $8,993 | $194,936 | $907 | $19,662 | $57,734 | $1,251,452 | $0 | $72,156 |
| MARIJO AHLGRIMM | ||||||||||||||
| TREASURER | $16,784 | $363,809 | $4,902 | $106,248 | $125 | $2,713 | $3,480 | $75,441 | $822 | $17,823 | $26,113 | $566,034 | $0 | $0 |
| DONA KILPATRICK | ||||||||||||||
| SECRETARY | $10,623 | $230,264 | $298 | $6,466 | $67 | $1,451 | $1,724 | $37,367 | $889 | $19,261 | $13,601 | $294,809 | $0 | $0 |
| JON COHEN | ||||||||||||||
| EXEC. VICE PRES. & DIV. PRES. OF AIR | $31,598 | $472,352 | $20,359 | $304,341 | $18,305 | $273,645 | $9,593 | $143,407 | $1,834 | $27,419 | $81,689 | $1,221,164 | $0 | $296,000 |
| STEPHEN C KROMER | ||||||||||||||
| SR. VICE PRES. & DIV. COO OF AIR | $28,952 | $432,807 | $13,192 | $197,208 | $2,574 | $38,486 | $3,383 | $50,571 | $868 | $12,969 | $48,969 | $732,041 | $0 | $22,050 |
| CHERYL J VINCE | ||||||||||||||
| SR. VICE PRESIDENT OF AIR | $24,983 | $373,464 | $3,655 | $54,645 | $8,902 | $133,073 | $3,323 | $49,677 | $795 | $11,877 | $41,658 | $622,736 | $0 | $74,626 |
| GARY W PHILLIPS | ||||||||||||||
| VICE PRESIDENT & INST. FELLOW OF AIR | $16,139 | $241,266 | $13,418 | $200,582 | $526 | $7,856 | $3,301 | $49,350 | $785 | $11,740 | $34,169 | $510,794 | $0 | $0 |
| MARK S FANNING | ||||||||||||||
| EXEC. VP, HR & ADMIN OF AIR | $16,106 | $349,113 | $3,233 | $70,067 | $125 | $2,713 | $3,561 | $77,193 | $1,381 | $29,944 | $24,406 | $529,030 | $0 | $0 |
| WESLEY A HOOVER | ||||||||||||||
| FORMER OFFICER | $11,399 | $247,077 | $0 | $0 | $354 | $7,679 | $2,337 | $50,663 | $775 | $16,796 | $14,865 | $322,215 | $0 | $0 |
| VICTORIA K DIMOCK | ||||||||||||||
| FORMER OFFICER | $10,603 | $158,505 | $0 | $0 | $153 | $2,292 | $2,043 | $30,538 | $737 | $11,015 | $13,536 | $202,350 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | PURSUANT TO THE REQUIREMENTS OF THIS SCHEDULE, COMPENSATION PAID TO MANAGEMENT OF THIS ORGANIZATION MUST INCLUDE THE AMOUNT PAID BY AND FOR ALL RELATED ORGANIZATIONS, IN THIS CASE, THE AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES (AIR). PLEASE ALSO SEE SCHEDULE O SUPPLEMENTAL INFORMATION FOR FORM 990, PART I, LINE 1. |
| Part I, Line 3 | THE ORGANIZATION USED THE COMPENSATION POLICIES OF A RELATED ORGANIZATION, AIR, FOR ITS CHIEF EXECUTIVE AND TOP MANAGEMENT. |
| Part I, Line 4b | CERTAIN SENIOR EXECUTIVES PARTICIPATE IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN. CONTRIBUTIONS TO THE PLAN ARE BASED ON THE ANNUAL EQUIVALENT OF THE RETIREMENT CONTRIBUTION THE INDIVIDUAL WOULD HAVE RECEIVED HAD THEIR PARTICIPATION IN AIR'S DEFINED CONTRIBUTION PLAN NOT BEEN SUBJECT TO LIMITATIONS. THE CONTRIBUTIONS TO THE DEFERRED COMPENSATION PLAN ARE SUBJECT TO VESTING PROVISIONS AND THEREFORE SECONDARILY SERVE TO INCENT RETENTION OF EMPLOYMENT. THE PARTICIPANTS IN THE DEFERRED COMPENSATION PLAN ARE APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. DEFERRED COMPENSATIONS AWARDS (EARNED BUT UNPAID) DURING 2015: MARIJO AHLGRIMM $ 57,827 JON COHEN $ 100,000 MARK FANNING $ 33,054 STEPHEN KROMER $ 26,977 DAVID MYERS $ 176,952 WESLEY A HOOVER $ 16,707 |
| SCHEDULE J, PART II, COLUMN B (iii) | THE AMOUNTS REPORTED IN COLUMN B(III) FOR MR. JON COHEN INCLUDE $290,432 FOR DEFERRED COMPENSATION VESTED AND PAID IN 2015 PURSUANT TO THE AFOREMENTIONED NON-QUALIFIED COMPENSATION PLAN (SEE SCHEDULE J, PART III SUPPLEMENTAL INFORMATION FOR SCHEDULE J, PART I, LINE 4B). |
| SCHEDULE J, PART II, COLUMN C | AMOUNTS REPORTED IN COLUMN C REPRESENT AIR'S PAYMENTS TO THE DEFINED CONTRIBUTION PENSION PLAN AS WELL AS THE ANNUAL ACCRUAL OF CURRENT AND PRIOR YEAR CONTRIBUTIONS TO A NON-QUALIFIED DEFERRED COMPENSATION PLAN DESCRIBED IN THE SECTION RELATED TO SCHEDULE J, PART I, LINE 4B-SUPPLEMENTAL UNQUALIFIED RETIREMENT PLANS. |
| SCHEDULE J, PART II, COLUMNS D | NONTAXABLE BENEFITS REPRESENT AIR'S PREMIUM PAYMENTS FOR CERTAIN FRINGE BENEFIT OFFERINGS THAT ARE GENERALLY AVAILABLE TO ALL AIR EMPLOYEES, INCLUDING HEALTH INSURANCE, LONG-TERM DISABILITY, DENTAL INSURANCE, VISION INSURANCE, AND LONG-TERM CARE INSURANCE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 990, PART 1, LINE 1 AND 990, PART III, LINE 1 | SEDL'S PRIMARY EMPHASIS IS TO CHALLENGE, SUPPORT, AND ENRICH EDUCATION SYSTEMS IN THE SOUTHWESTERN UNITED STATES IN ORDER TO PROVIDE QUALITY EDUCATION FOR ALL LEARNERS. ITS MISSION IS TO FIND, SHARE, AND SUSTAIN SOLUTIONS FOR URGENT PROBLEMS FACING EDUCATIONAL SYSTEMS, PRACTITIONERS, AND DECISION MAKERS IN THE SOUTHWESTERN UNITED STATES. EFFECTIVE JANUARY 1, 2015, SEDL MERGED AND BECAME A WHOLLY-OWNED AND CONTROLLED AFFILIATE OF THE AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES (AIR/EIN: 25-0965219). AS OF MAY 1, 2015, ALL SEDL EMPLOYEES BECAME EMPLOYEES OF THE AIR LEGAL ENTITY, AND THE SEDL LEGAL ENTITY CEASED TO SOLICIT AND ENTER INTO ANY NEW CONTRACTS TO PROVIDE SERVICES. NEW BUSINESS ACTIVITIES WERE UNDERTAKEN BY THE AIR ENTITY. THE SEDL LEGAL ENTITY DID, HOWEVER, AND WILL CONTINUE TO, PERFORM ON CONTRACTS THAT EXISTED AS OF THE AFFILIATION DATE, OR SUBSEQUENTLY EXTENDED OR MODIFIED, USING EMPLOYEES PROVIDED BY AIR. ONCE SUCH CONTRACTS ARE COMPLETED, SEDL MAY BE DISSOLVED AS A LEGAL ENTITY. THE ACTIVITIES REPORTED HEREIN HAVE BEEN COMPILED TO REFLECT THE RESULTS OF OPERATIONS AND FINANCIAL STATUS OF THE OPERATIONS RETAINED WITHIN THE SEDL LEGAL ENTITY DURING ITS WINDDOWN. SUCH OPERATIONS, WHILE REPORTED AS SEDL'S ACTIVITIES FOR FORM 990 PURPOSE, ARE MANAGED BY AND UNDER AUTHORIZATION OF AIR'S DIRECTORS, OFFICERS, AND CERTAIN KEY EMPLOYEES AS AN INTEGRAL PART OF AIR'S OVERALL OPERATION. THE SEDL LEGAL ENTITY HAS NO EMPLOYMENT RELATIONSHIP WITH ANY INDIVIDUALS AND RELY ON AIR EMPLOYEES, VIA INTERCOMPANY ARRANGEMENTS, TO FULFILL ITS REMAINING CONTRACTUAL REQUIREMENTS. THE COMPENSATION REPORTED HEREIN REPRESENTS THE FULL REMUNERATION PAID TO AIR EMPLOYEES IN CONNECTION WITH FULFILLING COMMITMENTS AND OBLIGATIONS FOR THE SEDL ENTITY. |
| 990, PART 1, LINE 8 - LINE 22 COLUMN PRIOR YEAR | SEDL CHANGED ITS YEAR END FROM 11-30 TO 12-31 IN 2014. THE PRIOR YEAR'S COMPARATIVE INFORMATION PRESENTED ON THE 2015 RETURN COVERS ONLY ONE MONTH (DECEMBER 2014). |
| Form 990, Part VI, Section A, line 4 | AMERICAN INSTITUTES FOR RESEARCH BECAME THE SOLE MEMBER OF THE ORGANIZATION. BOARD OF DIRECTORS WAS REDUCED TO 3. |
| Form 990, Part VI, Section A, line 6 | THE ORGANIZATION HAS A MEMBER. |
| Form 990, Part VI, Section A, line 7a | THE ORGANIZATION HAS A SOLE VOTING MEMBER, AIR, WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. |
| Form 990, Part VI, Section A, line 7b | DECISIONS OF THE GOVERNING BODY AND BYLAW CHANGES REQUIRE MEMBER APPROVAL. |
| Form 990, Part VI, Section B, line 11 | THE FORM 990 IS RECEIVED AND REVIEWED INTERNALLY BY THE CFO/TREASURER AND LEGAL COUNSEL OF AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES (AIR), A 501(C)(3) ORGANIZATION AND AN AFFILIATE TO SEDL. THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO BEING FILED. |
| Form 990, Part VI, Section B, line 12c | SEDL UTILIZES THE CONFLICT OF INTEREST POLICY OF AIR. ALL MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO DISCLOSE ANY CONFLICTS ANNUALLY. |
| Form 990, Part VI, Section B, line 15 | THE ORGANIZATION USED THE COMPENSATION POLICIES OF AIR FOR ITS CHIEF EXECUTIVE AND TOP MANAGEMENT. |
| Form 990, Part VI, Section C, line 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| Form 990, Part IX, line 11g | Conultants: Program service expenses 980,423. Management and general expenses 105,506. Fundraising expenses 6,124. Total expenses 1,092,053. Temporary Help: Program service expenses 93,477. Management and general expenses 38,870. Fundraising expenses 4,503. Total expenses 136,850. Honoraria: Program service expenses 17,448. Management and general expenses 15,379. Fundraising expenses 35. Total expenses 32,862. Subcontracts: Program service expenses 3,651,133. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,651,133. RECRUITING FEES: Program service expenses 29,391. Management and general expenses 6,196. Fundraising expenses 979. Total expenses 36,566. |
| 990, PART XII, LINE 2C | AIR, THE RELATED ORGANIZATION, HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. |
| 990, PART VII, SECTION B, COLUMN B | DECISION INFORMATION RESOUCES - SUBAWARD UNDER EDUCATION RESEARCH PROGRAM RMC RESEARCH CORPORATION - SUBAWARD UNDER EDUCATION RESEARCH PROGRAM EMPIRICAL EDUCATION, INC. -SUBAWARD UNDER EDUCATION RESEARCH PROGRAM RAND CORPORATION - SUBAWARD UNDER EDUCATION RESEARCH PROGRAM INSTRUCTIONAL RESEARCH GROUP - SUBAWARD UNDER EDUCATION RESEARCH PROGRAM |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLLEGE MEASURES LLC - FINAL RETURN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6003 EXECUTIVE BLVD 300 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452671930 | EIN |
| Primary Activities | SEE SCHEDULE R, PART VII | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AIR | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN INSTITUTE FOR RESEARCH IN THE BEHAVIORAL SCIENCES (AIR) | ||||||||||||
| 1000 THOMAS JEFFERSON ST NW | WASHINGTON | DC | 20007 | 250965219 | RESEARCH | DC | 501(c)(3) | Line 9 | N/A | 0 | ||
| LEARNING POINT ASSOCIATES | ||||||||||||
| 1000 THOMAS JEFFERSON ST NW | WASHINGTON | DC | 20007 | 371161423 | SEE SCHEDULE R PART VII | IL | 501(c)(3) | Line 7 | 0 | AIR | ||
| AMERICAN INSTITUTES FOR RESEARCH UK LIMITED | ||||||||||||
| 1000 THOMAS JEFFERSON ST NW | WASHINGTON | DC | 20007 | BEHAVIORAL AND SOCIAL SCIENCES RESEARCH AND APPLICATIONS | 0 | AIR | UK | |||||
| NATIONAL CENTER ON FAMILY HOMELESSNESS | ||||||||||||
| 1000 THOMAS JEFFERSON ST NW | WASHINGTON | DC | 20007 | 222882452 | SEE SCHEDULE R PART VII | MA | 501(c)(3) | Line 7 | 0 | AIR | ||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AIR HOLDING COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 THOMAS JEFFERSON ST NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522205344 | EIN |
| Primary Activities | EDUCATION SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | 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 | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AMERICAN INSTITUTES FOR RESEARCH IN BEHAVIORAL SCIENCES | ||
| Q | $203,036 | FMV |
| AMERICAN INSTITUTES FOR RESEARCH IN BEHAVIORAL SCIENCES | ||
| P | $16,240,941 | FMV |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE R, PART I, COLUMN B | COLLEGE MEASURES, LLC - TO INFORM AND IMPROVE THE DECISION-MAKING PROCESS ABOUT COLLEGE CHOICE AND DEGREE PROGRAMS FUTURE ECONOMIC CONSIDERATION FOR STUDENTS, PARENTS, AND POLICY MAKERS. |
| SCHEDULE R PART II COLUMN B PRIMARY ACTIVITY: | LEARNING POINT ASSOCIATES - EDUCATION RESEARCH, DEVELOPMENT AND DISSEMINATION OF INFO RE: INSTRUCTIONAL IMPROVEMENT, PROFESSIONAL DEVELOPMENT AND EDUCATIONAL APPLICATIONS OF TECHNOLOGY. NATIONAL CENTER ON FAMILY HOMELESSNESS - RESEARCH, TRAINING, PROGRAM DEVELOPMENT AND POLICY INITIATIVES DIRECTED TOWARDS ENDING FAMILY HOMELESSNESS. |