EDCHOICE INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- EDCHOICE INC (EIN 35-1978359)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-10
- IRS object ID
- 201642239349301989
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-10T15:42:12-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | 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 | 351978359 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRIEDMAN FOUNDATION FOR EDUCATIONAL | BusinessNameLine1Txt |
| Business Name Line2 | CHOICE INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CAREY E FOLCO | InCareOfNm |
| Business Name Control | FRIE | BusinessNameControlTxt |
| Phone | 3176810745 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE Suite 2650 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT C ENLOW | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 3176810745 | PhoneNum |
| Signature | 2016-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE B FISHBACK | PreparerPersonNm |
| PTIN | P01279475 | PTIN |
| Phone | 3173834000 | 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 | ROBERT C ENLOW | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE 2650 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,467,631 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EDCHOICE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | PROMOTING SCHOOL CHOICE IN ORDER TO IMPROVE, THROUGH COMPETITION, K-12 EDUCATION FOR ALL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 22 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,042,798 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,720,450 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $149,501 | PYInvestmentIncomeAmt |
| CY Investment Income | $410,512 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$24,443 | PYOtherRevenueAmt |
| CY Other Revenue | -$45,079 | CYOtherRevenueAmt |
| PY Total Revenue | $10,167,856 | PYTotalRevenueAmt |
| CY Total Revenue | $7,085,883 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $961,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,327,105 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,590,880 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,604,197 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $30,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $60,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $591,961 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,299,872 | PYOtherExpensesAmt |
| CY Other Expenses | $3,424,808 | CYOtherExpensesAmt |
| PY Total Expenses | $4,881,752 | PYTotalExpensesAmt |
| CY Total Expenses | $6,416,110 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,286,104 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $669,773 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,672,422 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,839,760 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $253,028 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $275,424 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,419,394 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,564,336 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE FOUNDATION WAS ESTABLISHED BY MILTON AND ROSE D. FRIEDMAN IN 1996 TO EDUCATE THE PUBLIC ON THE NEED FOR AND BENEFITS OF PARENTAL SCHOOL CHOICE. OUR EDUCATIONAL WORK INCLUDES RESEARCH, COMMUNICATIONS AND MARKETING, PUBLIC OUTREACH, AND GRANT-MAKING. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,334,105 | ExpenseAmt |
| Grant | $1,289,105 | GrantAmt |
| Desc | GRANT MAKING: THE FOUNDATION AWARDED 79 GRANTS TO CHARITABLE ORGANIZATIONS FOR EDUCATIONAL PURPOSES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,993,181 | ExpenseAmt |
| Desc | EDUCATION ACTIVITIES - THE FOUNDATION WORKED AROUND THE COUNTRY TO EDUCATE THE PUBLIC ON THE PRACTICE AND BENEFITS OF SCHOOL CHOICE, IN EACH INSTANCE PROVIDING EDUCATIONAL SERVICES TO STATE-BASED ORGANIZATIONS, INDIVIDUALS AND POLICY MAKERS. THESE SERVICES INCLUDE: SPONSORING FACT-FINDING TRIPS TO CITIES/STATES WITH SCHOOL CHOICE PROGRAMS; HOSTING INFORMATIONAL SYMPOSIUMS; SPONSORING VISITS BY EXPERT SPEAKERS; TESTIFYING IN FRONT OF VARIOUS LEGISLATIVE BODIES AT THEIR REQUEST; PARENT EDUCATION EFFORTS AND TRAINING; MEDIA SUPPORT AND MEDIA TRAINING; PROVIDING TECHNICAL ADVICE ON THE DRAFTING OF LEGISLATION; AND SPONSORING MEETINGS WITH FOUNDATION STAFF AND VARIOUS SCHOOL CHOICE EXPERTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,179,921 | ExpenseAmt |
| Desc | RESEARCH AND COMMUNICATION - THE FOUNDATION PRODUCED PUBLICATIONS AND RESEARCH REPORTS INCLUDING, BUT NOT LIMITED TO, ITS QUARTERLY NEWSLETTER (THE SCHOOL CHOICE ADVOCATE); STATE AND NATIONAL RESEARCH REPORTS; PUBLIC POLICY SURVEYS; AND OUR ANNUAL BROCHURE ENTITLED THE ABC'S OF SCHOOL CHOICE. THE FOUNDATION PRODUCED EDUCATIONAL MARKETING FLIERS AND PROMOTIONAL BROCHURES FOR STATE SCHOOL CHOICE PARTNERS. THE FOUNDATION UNDERTOOK POLLS IN EFFORTS TO GAUGE PUBLIC OPINION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,507,207 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (true) | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 59 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 22 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAREY E FOLCO | PersonNm |
| Phone | 3176810745 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 2650 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT C ENLOW | |||||||||
| PRESIDENT AND CEO | 45.0 | 0.0 | Yes (X) | Yes (X) | $252,704 | $0 | $19,764 | ||
| PATRICK M BYRNE | |||||||||
| CHAIRMAN | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JANET FRIEDMAN MARTEL | |||||||||
| VICE CHAIRPERSON | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LAWRENCE A O'CONNOR JR | |||||||||
| TREASURER | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID D FRIEDMAN | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES H BRUNIE | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM J HUME | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| FRED REAMS | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL WALKER | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| FRED S KLIPSCH | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| VIRGINIA WALDEN-FORD | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $10,000 | $0 | $0 | |||
| GREG GIANFORTE | |||||||||
| DIRECTOR (1/1/15 - 10/7/15) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| J SCOTT ENRIGHT | |||||||||
| SECRETARY | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CAREY E FOLCO | |||||||||
| V.P. OF OPERATIONS | 40.0 | 0.0 | Yes (X) | $85,474 | $0 | $10,236 | |||
| LESLIE HINER | |||||||||
| V.P. OF PROGRAMS AND STATE | 45.0 | 0.0 | $158,300 | $0 | $6,996 | Yes (X) | |||
| BRIAN MCGRATH | |||||||||
| SENIOR VICE PRESIDENT | 40.0 | 0.0 | $140,804 | $0 | $16,892 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $647,282 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $53,888 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $17,428 | FundraisingAmt |
| All Other Contributions | $6,703,022 | AllOtherContributionsAmt |
| Noncash Contributions | $16,020 | NoncashContributionsAmt |
| Total Contributions | $6,720,450 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $300,697 | TotalRevenueColumnAmt |
| Exclusion | $300,697 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $439,462 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $329,647 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $109,815 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $109,815 | TotalRevenueColumnAmt |
| Exclusion | $109,815 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $7,022 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $17,428 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $52,101 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$45,079 | TotalRevenueColumnAmt |
| Exclusion | -$45,079 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,085,883 | TotalRevenueColumnAmt |
| Exclusion | $365,433 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,289,105 | TotalAmt |
| Program Services | $1,289,105 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,000 | TotalAmt |
| Program Services | $38,000 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,571 | TotalAmt |
| Program Services | $355,805 | ProgramServicesAmt |
| Management And General | $101,800 | ManagementAndGeneralAmt |
| Fundraising | $85,966 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $845,173 | TotalAmt |
| Program Services | $615,764 | ProgramServicesAmt |
| Management And General | $60,899 | ManagementAndGeneralAmt |
| Fundraising | $168,510 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,703 | TotalAmt |
| Program Services | $11,862 | ProgramServicesAmt |
| Management And General | $566 | ManagementAndGeneralAmt |
| Fundraising | $5,275 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,769 | TotalAmt |
| Program Services | $78,265 | ProgramServicesAmt |
| Management And General | $11,081 | ManagementAndGeneralAmt |
| Fundraising | $18,423 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,981 | TotalAmt |
| Program Services | $63,861 | ProgramServicesAmt |
| Management And General | $10,137 | ManagementAndGeneralAmt |
| Fundraising | $15,983 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,608 | TotalAmt |
| Program Services | $5,993 | ProgramServicesAmt |
| Management And General | $10,615 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,199 | TotalAmt |
| Management And General | $22,199 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,381 | TotalAmt |
| Program Services | $159,381 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,000 | TotalAmt |
| Fundraising | $60,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $748,363 | TotalAmt |
| Program Services | $724,582 | ProgramServicesAmt |
| Management And General | $23,781 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,131 | TotalAmt |
| Program Services | $121,246 | ProgramServicesAmt |
| Management And General | $885 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,189 | TotalAmt |
| Program Services | $80,853 | ProgramServicesAmt |
| Management And General | $18,405 | ManagementAndGeneralAmt |
| Fundraising | $6,931 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,925 | TotalAmt |
| Program Services | $78,222 | ProgramServicesAmt |
| Management And General | $9,264 | ManagementAndGeneralAmt |
| Fundraising | $15,439 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,559 | TotalAmt |
| Program Services | $286,954 | ProgramServicesAmt |
| Management And General | $24,738 | ManagementAndGeneralAmt |
| Fundraising | $24,867 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,095 | TotalAmt |
| Program Services | $139,095 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574,607 | TotalAmt |
| Program Services | $555,512 | ProgramServicesAmt |
| Management And General | $15,563 | ManagementAndGeneralAmt |
| Fundraising | $3,532 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,050 | TotalAmt |
| Program Services | $15,238 | ProgramServicesAmt |
| Management And General | $1,805 | ManagementAndGeneralAmt |
| Fundraising | $3,007 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,246 | TotalAmt |
| Program Services | $17,667 | ProgramServicesAmt |
| Management And General | $2,092 | ManagementAndGeneralAmt |
| Fundraising | $3,487 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MAILING AND PRINTING FEES | $388,926 | $248,716 | $3,001 | $137,209 |
| STATE POLLING | $315,179 | $315,179 | ||
| SPEAKER/MODERATOR FEES | $155,871 | $155,871 | ||
| SPONSORED EVENTS | $149,137 | $142,102 | $7,035 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,342 | TotalAmt |
| Program Services | $7,934 | ProgramServicesAmt |
| Management And General | $111 | ManagementAndGeneralAmt |
| Fundraising | $36,297 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,416,110 | TotalAmt |
| Program Services | $5,507,207 | ProgramServicesAmt |
| Management And General | $316,942 | ManagementAndGeneralAmt |
| Fundraising | $591,961 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,732,055 | BOYAmt |
| EOY | $1,968,247 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,314,512 | BOYAmt |
| EOY | $2,139,216 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,190 | BOYAmt |
| EOY | $36,017 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $286,581 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $225,082 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,620 | BOYAmt |
| EOY | $61,499 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,574,045 | BOYAmt |
| EOY | $8,634,781 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,672,422 | BOYAmt |
| EOY | $12,839,760 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $253,028 | BOYAmt |
| EOY | $275,424 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $253,028 | BOYAmt |
| EOY | $275,424 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,319,266 | BOYAmt |
| EOY | $12,412,941 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,128 | BOYAmt |
| EOY | $151,395 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,419,394 | BOYAmt |
| EOY | $12,564,336 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,672,422 | BOYAmt |
| EOY | $12,839,760 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $669,773 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$524,831 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,498,513 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,327,738 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,967,838 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,063,080 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,727,472 | CurrentTaxYearAmt |
| Total | $30,584,641 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,498,513 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,327,738 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,967,838 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,063,080 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,727,472 | CurrentTaxYearAmt |
| Total | $30,584,641 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,214,959 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,369,682 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,604 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $86,589 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $103,602 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $149,501 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $300,697 | CurrentTaxYearAmt |
| Total | $699,993 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $31,284,634 | TotalSupportAmt |
| Public Support CY170 | 0.74700 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69379 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $1,249 | PoliticalExpendituresAmt |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Form4720 Filed Section4955 Tax | Yes (true) | Form4720FiledSection4955TaxInd |
| Correction Made | Yes (true) | CorrectionMadeInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,456 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $162,771 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $166,227 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,249,883 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,416,110 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $470,806 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $117,702 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $403,371 | CurrentYearMinus3Amt |
| Current Year Minus2 | $410,470 | CurrentYearMinus2Amt |
| Current Year Minus1 | $394,088 | CurrentYearMinus1Amt |
| Current Year | $470,806 | CurrentYearAmt |
| Total | $1,678,735 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,518,103 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $111,684 | CurrentYearMinus3Amt |
| Current Year Minus2 | $134,298 | CurrentYearMinus2Amt |
| Current Year Minus1 | $107,576 | CurrentYearMinus1Amt |
| Current Year | $166,227 | CurrentYearAmt |
| Total | $519,785 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $100,843 | CurrentYearMinus3Amt |
| Current Year Minus2 | $102,618 | CurrentYearMinus2Amt |
| Current Year Minus1 | $98,522 | CurrentYearMinus1Amt |
| Current Year | $117,702 | CurrentYearAmt |
| Total | $419,685 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $629,528 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $41,040 | CurrentYearMinus3Amt |
| Current Year Minus2 | $34,125 | CurrentYearMinus2Amt |
| Current Year Minus1 | $20,000 | CurrentYearMinus1Amt |
| Current Year | $3,456 | CurrentYearAmt |
| Total | $98,621 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule C, Parts I-A, I-B | CORRECTION MADE: The Foundation reimburses expenses individuals incur to attend the Foundations educational legislative summits. Instead of reimbursing two individuals for the expenses they incurred in attending a legislative summit, the reimbursements were inadvertently issued to the individuals political campaigns. When the Foundation discovered the reimbursements were issued to political campaigns rather than the state legislators in their individual capacity, the Foundation promptly requested that the funds be returned and issued replacement checks to the individual legislators once all the funds had been recovered by the Foundation. The Foundation has filed Form 4720 and has requested full abatement of all taxes, penalties and interest under Section 4962 of the Internal Revenue Code. Accordingly, the Foundation has reported no taxes incurred on Schedule C, Part I-B, Line 1. |
| Schedule C, Part II-A | LOBBYING EXPENDITURES TO INFLUENCE PUBLIC OPINION: THE FRIEDMAN FOUNDATION FOR EDUCATIONAL CHOICE IS NEVER INVOLVED IN POLITICAL CAMPAIGNS. THE SUBSTANTIAL ACTIVITY UNDERTAKEN BY THE FRIEDMAN FOUNDATION FOR EDUCATIONAL CHOICE IS EDUCATIONAL IN NATURE. THE FOUNDATION HAS MADE AN ELECTION UNDER SECTION 501(H) OF THE INTERNAL REVENUE CODE. CONSISTENT WITH AN ORGANIZATION EXEMPT UNDER CODE SECTION 501(C)(3) WITH "H ELECTION," THE FOUNDATION ALSO UNDERTAKES LIMITED LOBBYING ACTIVITIES IN CERTAIN STATES TO AID IN THE PASSAGE OF LEGISLATION THAT ENABLES PARENTS TO RECEIVE A PUBLICLY FUNDED VOUCHER OR A TAX CREDIT FUNDED SCHOLARSHIP TO SEND THEIR CHILDREN TO APPROVED PRIVATE SCHOOLS. IN 2015, THESE ACTIVITIES INCLUDED ALLOCATING STAFF TIME FOR DIRECT LOBBYING TO STATE LEGISLATORS AND ENCOURAGING THE GENERAL PUBLIC TO SUPPORT SPECIFIC LEGISLATION. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $109,647 | OtherCostOrOtherBasisAmt |
| Depreciation | $87,714 | DepreciationAmt |
| Book Value | $21,933 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $176,934 | OtherCostOrOtherBasisAmt |
| Depreciation | $137,368 | DepreciationAmt |
| Book Value | $39,566 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $61,499 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $6,613,153 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$524,831 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $52,101 | OtherRevenueAmt |
| Revenue Not Reported | -$472,730 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,085,883 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $7,085,883 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,468,211 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $52,101 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $52,101 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,416,110 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $6,416,110 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2 | FIN 48 DISCLOSURE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON ITS REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D | OTHER RECONCILING ITEMS: $ 52,101 FUNDRAISING EVENT EXPENDITURES |
| PART XII, LINE 2D | OTHER RECONCILING ITEMS: $ 52,101 FUNDRAISING EVENT EXPENDITURES |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| East Asia and the Pacific | Program Services | EDUCATION EVENTS | $2,000 |
| South America | Program Services | EDUCATION EVENTS | $16,000 |
| Europe (Including Iceland and Greenland) | Program Services | EDUCATION EVENTS | $8,000 |
| North America | Program Services | EDUCATION EVENTS | $2,000 |
| Russia and the Newly Independent States | Program Services | EDUCATION EVENTS | $1,000 |
| South Asia | Program Services | EDUCATION EVENTS | $8,000 |
| Central America and the Caribbean | Program Services | EDUCATION EVENTS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $38,000 | SubtotalSpentAmt |
| Total Spent | $38,000 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FUENTES STRATEGIC CONSULTING INC | PersonNm |
| Activity | FUNDRAISING CALIF. ONLY | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $24,450 | GrossReceiptsAmt |
| Retained By Contractor | $60,000 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $24,450 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $60,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $0 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | U.E.O. DINNER | Event1Nm |
| Gross Receipts Event1 | $24,450 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $17,428 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $7,022 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $18,597 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $25,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $8,504 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $24,450 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $17,428 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $7,022 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $18,597 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $25,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,504 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $52,101 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$45,079 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2B | FormAndLineReferenceDesc |
| Explanation | HIGHEST PAID FUNDRAISER: THE FOUNDATION ENGAGED FUENTES STRATEGIC CONSULTING, INC., FOR THE FIRST TIME IN 2014. THIS ORGANIZATION IS WORKING ON DEVELOPING SIGNIFICANT NEW DONORS FOR THE FOUNDATION. THE FOUNDATION ANTICIPATES FUENTES GENERATING NEW DONORS FOR THE FOUNDATION IN 2016. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (29 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| 100 Black Men of America Inc | |||||||
| 141 Auburn Avenue | Atlanta | GA | 30303 | 581974429 | 501(C)(3) | $150,000 | SEE PART IV |
| Advance America Inc | |||||||
| 101 West Ohio Street | Indianapolis | IN | 46204 | 351510587 | 501(C)(3) | $20,000 | SEE PART IV |
| Alabama Policy Institute Inc | |||||||
| 402 Office Park Drive | Birmingham | AL | 35223 | 630809568 | 501(C)(3) | $20,000 | SEE PART IV |
| Americans for Prosperity Foundation | |||||||
| 2111 Wilson Blvd | Arlington | VA | 22201 | 521527294 | 501(C)(3) | $48,000 | SEE PART IV |
| Beacon Center of Tennessee | |||||||
| PO Box 198646 | Nashville | TN | 37219 | 201808567 | 501(C)(3) | $55,000 | SEE PART IV |
| Black Alliance for Educational Options | |||||||
| 888 16th Street NW | Washington | DC | 20006 | 412045142 | 501(C)(3) | $10,000 | SEE PART IV |
| Caesar Rodney Institute | |||||||
| 420 Corporate Blvd | Newark | DE | 19702 | 262176691 | 501(C)(3) | $36,000 | SEE PART IV |
| Chalkbeat Inc | |||||||
| 1250 Broadway | New York | NY | 10001 | 900915846 | 501(C)(3) | $25,000 | SEE PART IV |
| Education Action Group Foundation | |||||||
| 950 West Norton | Muskegon | MI | 49441 | 260877115 | 501(C)(3) | $70,000 | SEE PART IV |
| Educational Choice Illinois | |||||||
| 160 North Wacker Drive | Chicago | IL | 60606 | 272479414 | 501(C)(3) | $40,000 | SEE PART IV |
| Empower Mississippi | |||||||
| PO Box 4028 | Madison | MS | 39130 | 464253610 | 501(C)(3) | $10,000 | SEE PART IV |
| Empower Mississippi Foundation | |||||||
| PO Box 4028 | Madison | MS | 39130 | 464565274 | 501(C)(3) | $40,000 | SEE PART IV |
| GreatSchools | |||||||
| 1999 Harrison Suite 1100 | Oakland | CA | 94105 | 943311628 | 501(C)(3) | $35,605 | SEE PART IV |
| Hispanic American Ctr for Economic Research | |||||||
| 910 17th Street NW | Washington | DC | 20006 | 541901356 | 501(C)(3) | $10,000 | SEE PART IV |
| Hispanic Coun for Reform and Ed Options | |||||||
| 8461 Lake Worth Road | Lake Worth | FL | 33467 | 743023330 | 501(C)(3) | $25,000 | SEE PART IV |
| Illinois Policy Institute | |||||||
| 190 S LaSalle Street | Chicago | IL | 60603 | 412057028 | 501(C)(3) | $40,000 | SEE PART IV |
| Institute for Quality Education | |||||||
| 101 West Ohio Street | Indianapolis | IN | 55425 | 351836687 | 501(C)(3) | $200,000 | SEE PART IV |
| Intellectual Takeout | |||||||
| 8011 34th Ave South | Bloomington | MN | 55425 | 264057885 | 501(C)(3) | $50,000 | SEE PART IV |
| Iowa Advocates for Choice in Education | |||||||
| PO Box 12219 | Des Moines | IA | 50312 | 208971204 | 501(C)(3) | $30,000 | SEE PART IV |
| Kansas Policy Institute | |||||||
| 250 North Water Street | Wichita | KS | 67202 | 237047821 | 501(C)(3) | $41,000 | SEE PART IV |
| Network for Educational Opportunity | |||||||
| 8 North Main Street | Concord | NH | 03301 | 770539599 | 501(C)(3) | $25,000 | SEE PART IV |
| Nevada Policy Research Institute | |||||||
| 7130 Placid Street | Las Vegas | NV | 89119 | 880276314 | 501(C)(3) | $31,000 | SEE PART IV |
| New Hampshire Center for Economic Policy | |||||||
| 27 Locke Road | Concord | NH | 03301 | 264378967 | 501(C)(3) | $50,000 | SEE PART IV |
| Oklahoma Council of Public Affairs Inc | |||||||
| 1401 N Lincoln Blvd | Oklahoma City | OK | 73104 | 731436375 | 501(C)(3) | $96,000 | SEE PART IV |
| Palmetto Promise Institute | |||||||
| PO Box 12676 | Columbia | SC | 29211 | 263077338 | 501(C)(3) | $40,000 | SEE PART IV |
| Parents for Educational Freedom in NC | |||||||
| 434 Fayetteville Street | Raleigh | MA | 27601 | 202754466 | 501(C)(3) | $40,000 | SEE PART IV |
| Platte Institute for Economic Research | |||||||
| 900 South 74th Plaza | Omaha | NE | 68114 | 208809060 | 501(C)(3) | $15,000 | SEE PART IV |
| RI Center for Freedom and Prosperity | |||||||
| PO Box 10069 | Cranston | RI | 02910 | 452805369 | 501(C)(3) | $11,000 | SEE PART IV |
| Thomas Jefferson Inst for Public Policy | |||||||
| 9035 Golden Sunset Ln | Springfield | VA | 22153 | 510280185 | 501(C)(3) | $31,500 | SEE PART IV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 29 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2 | MONITORING THE USE OF GRANT FUNDS: THE FOUNDATION ACCEPTS APPLICATIONS FOR GRANTS THAT CONFORM TO THE FOUNDATION'S TAX-EXEMPT PURPOSE AND EDUCATIONAL MISSION. APPLICATIONS MUST INCLUDE A DESCRIPTION OF THE PROJECT, AMOUNT REQUESTED, PROJECT BUDGET, METHOD TO EVALUATE SUCCESS, BOARD OF DIRECTORS LIST, AND FINANCIAL STATEMENTS. THE FOUNDATIONS PROGRAM STAFF REVIEWS THE REQUEST AND SUBMITS SUGGESTED GRANTS TO THE EXECUTIVE MANAGEMENT. AFTER APPROVAL, THE VICE PRESIDENT OF OPERATIONS REVIEWS THE REQUEST FOR PROPER DOCUMENTATION AND DRAFTS A GRANT AGREEMENT THAT REQUIRES ALL FUNDS BE USED IN FURTHERANCE OF A PERMISSABLE ACTIVITY UNDER CODE SECTION 501(C)(3), WHICH IS THEN SIGNED BY THE GRANTEE, AND THE PAYMENT IS MADE. PROGRAM STAFF WORKS CLOSELY WITH THE GRANTEE TO ENSURE COMPLIANCE WITH THE GRANT AGREEMENT AND ENSURE PROPER USE OF GRANT FUNDS. GRANTEES ARE REQUIRED TO SUBMIT A FINAL REPORT ON THE PROJECT, INCLUDING HOW FUNDS WERE USED, IN A TIMELY MANNER AS NOTED IN THE GRANT AGREEMENT. |
| PART II, LINE 1, COLUMN H | PURPOSE OF GRANT OR ASSISTANCE: *100 BLACK MEN OF AMERICA INC. - Support to educate, stimulate interest, and support members, parents and other community members regarding the need for high-quality education and education reform. *ADVANCE AMERICA INC. - Support for community outreach and education for school choice in Indiana, including mailing, meetings and six educational emails on school choice. *Alabama Policy Institute Inc. - Support for educational marketing and outreach to defend and promote the Alabama Accountability Act and to inform parents about educational funding opportunities available to them for their children's education. *Americans for Prosperity Foundation - Support to help build a coalition of support for school choice in West Virginia through educational outreach, events, and marketing activities. *Beacon Center of Tennessee - Support to update "Following the Money: A Tennessee Education Spending Primer,to produce marketing materials, web info-graphics and other promotional materials to educate taxpayers and parents about education spending. Also, Support to highlight spending by local school districts and promote MySchoolSpending.com through paid advertising and media. *Black Alliance for Educational Options - Support for the 2015 Symposium in honor of Dr. Howard Fuller. *Caesar Rodney Institute - Support for educating the Delaware public, supporters and policymakers on Education Savings Accounts. *Chalkbeat, Inc. - Support for reporting on education reform issues in Indiana, including school choice and charter schools. *Education Action Group Foundation - Support for in-depth investigative reporting on key education reform issues in Indiana and Nevada. *Educational Choice Illinois - General operating support for bipartisan partnership-building for school choice in Illinois, particularly for communications. *Empower Mississippi & Empower Mississippi Foundation - Support for statewide educational campaign about educational choice, including 3-4 events per week, radio ads, social media, postcards and educational materials. *GreatSchools - Support for the Indianapolis GreatSchools website including hosting and maintenance. *Hispanic Council for Reform and Educational Options (HCREO) - General operating funding for Latin-focused education and coalition building in Illinois. *Illinois Policy Institute - Support for parent outreach and education efforts on school choice options in Waukegan, Illinois. *Institute for Quality Education - General operating support for educational activities to promote school choice in Indiana. *Intellectual Takeout - Support for educational marketing on the need for and benefits of school choice to increase public awareness and support across Minnesota. *Iowa Advocates for Choice in Education - Support to hire a local lobbyist to assist with ESA efforts. *Kansas Policy Institute - General operating support for educational activities to promote school choice in Kansas. *Network for Educational Opportunity - Support for marketing and outreach to students and donors for New Hampshire's Education Tax Credit program. *Nevada Policy Research Institute - Support to conduct school choice research in Nevada, outreach to school choice constituencies, and to create a marketing campaign to inform the public on the need for school choice. *New Hampshire Center for Economic Policy - Support to educate school districts, parents, community leaders, and policymakers about the importance of New Hamphsire's town tuitioning system, and the current threat to this system. Grantee will produce studies, op-eds and online ads, host informational meetings, build support in the community, and support the legal effort to save town tuitioning. *Oklahoma Council of Public Affairs Inc - General operating support, including support for the Milton Friedman Distinguished Fellow. Also, General operating support for educational activities, including support for outreach to minority and rural communities. *Palmetto Promise Institute - Support to educate the public and school choice supporters on the Exceptional Needs Tax Credit Scholarship program. *Parents for Educational Freedom in North Carolina Inc. - General operating support for outreach to private schools and to educate families on accessing North Carolina's school choice programs. *Platte Institute for Economic Research - Support for outreach regarding Nebraska's education climate as well as hosting educational information sessions around the state. *Rhode Island Center for Freedom and Prosperity - Support for outreach to increase support for school choice, especially for hard-to-reach communities. *Thomas Jefferson Institute for Public Policy - Support to fund research evaluating the fiscal impact and savings of Virginia's tax credit scholarship program, to produce a study highlighting statewide achievement scores disaggregated by student demographics, and to support public outreach and education on the research findings. *THE FOLLOWING ORGANIZATIONS RECEIVED ADDITIONAL SUPPORT, WHICH IS INCLUDED IN THE AMOUNTS REPORTED ON PART II, TO HOST OR COORDINATE AN EVENT ON JULY 31, 2015, TO HONOR THE LEGACY OF MILTON FRIEDMAN AND HIS IDEAS: *Americans For Prosperity Foundation *Bluegrass Institute for Public Policy Solutions Inc *Caesar Rodney Institute *Hispanic American Center for Economic Research *Kansas Policy Institute *Nevada Policy Research Institute *Oklahoma Council of Public Affairs, Inc. *Rhode Island Center for Freedom and Prosperity *Thomas Jefferson Institute for Public Policy |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT C ENLOW | ||||||||||||||
| PRESIDENT AND CEO | $252,704 | $0 | $0 | $0 | $0 | $0 | $7,104 | $0 | $12,660 | $0 | $272,468 | $0 | $0 | $0 |
| LESLIE HINER | ||||||||||||||
| V.P. OF PROGRAMS AND STATE | $158,300 | $0 | $0 | $0 | $0 | $0 | $4,728 | $0 | $2,268 | $0 | $165,296 | $0 | $0 | $0 |
| BRIAN MCGRATH | ||||||||||||||
| SENIOR VICE PRESIDENT | $140,804 | $0 | $0 | $0 | $0 | $0 | $4,200 | $0 | $12,692 | $0 | $157,696 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 1C | COMPLIANCE WITH BACKUP WITHHOLDING RULES: THE FOUNDATION WAS NOT REQUIRED TO COMPLY WITH THE BACKUP WITHHOLDING RULES BECAUSE IT DID NOT MAKE REPORTABLE PAYMENTS TO VENDORS OR PAY REPORTABLE GAMING (GAMBLING) WINNINGS TO PRIZE WINNERS. |
| FORM 990, PART VI, SECTION A, LINE 2 | KEY OFFICER OR EMPLOYEE WITH FAMILY RELATIONSHIP WITH ANY OTHER OFFICER: JANET FRIEDMAN MARTEL AND DAVID D. FRIEDMAN ARE SIBLINGS. |
| FORM 990, PART VI, SECTION B, LINE 11B | PROCESS TO REVIEW THE FORM 990: THE FORM 990 IS COMPLETED BY AN OUTSIDE ACCOUNTING FIRM, IN CONJUNCTION WITH THE FOUNDATION'S VICE PRESIDENT OF OPERATIONS AND CONTROLLER. THE FORM 990 IS REVIEWED BY THE FOUNDATION'S PRESIDENT & CEO, VICE PRESIDENT OF OPERATIONS, CONTROLLER, SECRETARY, AN INDEPENDENT ACCOUNTING FIRM AND AN OUTSIDE ATTORNEY. UPON COMPLETION, THE FINAL FORM 990 IS SENT TO THE FULL BOARD OF DIRECTORS FOR REVIEW BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: THE FOUNDATION'S BOARD OF DIRECTORS HAS ADOPTED A CONFLICT OF INTEREST POLICY THAT REQUIRES DIRECTORS, OFFICERS AND KEY EMPLOYEES TO SUBMIT AN ANNUAL CONFLICT OF INTEREST DISCLOSURE. THE ANNUAL DISCLOSURE REQUIRES DIRECTORS, OFFICERS AND KEY EMPLOYEES TO DISCLOSE, IN WRITING, ANY KNOWN FINANCIAL INTEREST THAT THE INDIVIDUAL (TOGETHER WITH FAMILY MEMBERS) HAS IN ANY BUSINESS ENTITY THAT TRANSACTS BUSINESS WITH THE FOUNDATION. IN ADDITION, DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO IMMEDIATELY DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST THAT ARISES MID-YEAR IN RELATION TO A PROPOSED TRANSACTION. THE CONFLICT OF INTEREST POLICY REQUIRES THAT ANY INDIVIDUAL WITH A CONFLICT BE RECUSED FROM THE DECISION-MAKING PROCESS, THAT INDEPENDENT DIRECTORS DETERMINE WHETHER THE PROPOSED TRANSACTION IS IN THE BEST INTERESTS OF THE FOUNDATION, AND THE TRANSACTION MUST BE APPROVED BY A VOTE OF THE INDEPENDENT DIRECTORS WITHOUT THE PARTICIPATION OF ANY INTERESTED INDIVIDUAL. THE ANNUAL CONFLICT DISCLOSURE STATEMENTS ARE SUBMITTED TO, AND REVIEWED BY, THE FOUNDATION'S VICE PRESIDENT OF OPERATIONS. IN ADDITION, THE EXECUTIVE STAFF OF THE FOUNDATION ARE RESPONSIBLE FOR MONITORING ANY POSSIBLE CONFLICT TRANSACTIONS THAT ARISE AND MANAGING THEM TO ENSURE THAT ALL TRANSACTIONS REPRESENT ARMS' LENGTH, FAIR MARKET VALUE TERMS FOR THE BENEFIT OF THE FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 15A | REVIEW OF CEO OR TOP MANAGEMENT OFFICIAL COMPENSATION: THE FOUNDATION'S BOARD OF DIRECTORS HAS ADOPTED AN EXECUTIVE COMPENSATION AND INTERMEDIATE SANCTIONS POLICY. THE PURPOSE OF THE POLICY IS TO ENSURE THAT THE FOUNDATION'S COMPENSATION ARRANGEMENTS WITH RELATED PARTIES ARE EVALUATED AND ENTERED AT ARMS' LENGTH AND THAT ANY COMPENSATION THAT IS PAID TO A RELATED PARTY IS REASONABLE AND REFLECTS FAIR MARKET VALUE. THE POLICY ENCOURAGES THE APPLICATION OF THE REBUTTABLE PRESUMPTION STANDARD OF CODE SECTION 4958 AND THE RELATED TREASURY REGULATIONS BY (A) EXCLUDING ANY INTERESTED PARTY FROM THE DECISION-MAKING PROCESS; (B) REQUIRING DISINTERESTED BOARD MEMBERS TO OBTAIN AND RELY UPON COMPARABILITY DATA WHEN SETTING THE PROPOSED COMPENSATION TERMS; (C) REQUIRING APPROVAL OF THE TRANSACTION IN ADVANCE BY DISINTERESTED DIRECTORS; AND (D) REQUIRING CONTEMPORANEOUS DOCUMENTATION (I.E., MINUTES) REFLECTING THE DECISION AND THE PROCESS BY WHICH IT WAS MADE. ON DECEMBER 14, 2015, INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS, MEETING AS A SEPARATE COMMITTEE EVALUATED THE COMPENSATION OF THE PRESIDENT/CEO, EVALUATED COMPARABILITY DATA, AND USED SUCH DATA TO SET HIS COMPENSATION FOR 2016. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 18 | PAYMENTS FOR TRAVEL FOR PUBLIC OFFICIALS: PAYMENTS ARE FOR TRAVEL EXPENSES INCURRED DURING FACT-FINDING EDUCATIONAL TRIPS AND EDUCATIONAL SEMINARS HOSTED BY THE FOUNDATION. EXPENSES COVERED INCLUDED TRANSPORTATION, HOTEL AND MEALS. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:INDEPENDENT CONTRACTORS TOTAL FEES:391470 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:SUBSCRIPTION SERVICES TOTAL FEES:30689 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONSULTANTS TOTAL FEES:300854 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:EDITING & WRITING FEES TOTAL FEES:13160 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER PROFESSIONAL FEES TOTAL FEES:12190 |