CONSUMER REPORTS INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CONSUMER REPORTS INC (EIN 13-1776434)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2015-04-06
- IRS object ID
- 201530969349300133
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-06T17:02:50-05:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Park Avenue | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 101540102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131776434 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Consumers Union of United States Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MR MICHAEL MARTIN CPA | InCareOfNm |
| Business Name Control | CONS | BusinessNameControlTxt |
| Phone | 9143782000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 TRUMAN AVENUE | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | YONKERS | City |
| State | NY | State |
| ZIP Code | 107031057 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC WAYNE | PersonNm |
| Person Title | VP AND CFO | PersonTitleTxt |
| Phone | 9143782000 | PhoneNum |
| Signature | 2015-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KPMG LLP | PreparerPersonNm |
| PTIN | P00431862 | PTIN |
| Phone | 9143782000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSUMER REPORTS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Marta L Tellado | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 TRUMAN AVENUE | AddressLine1 |
| City | YONKERS | City |
| State | NY | State |
| ZIP Code | 107031057 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $277,489,350 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CONSUMERREPORTS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1936 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO WORK FOR A FAIR, JUST AND SAFE MARKETPLACE FOR ALL CONSUMERS AND TO EMPOWER CONSUMERS TO PROTECT THEMSELVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 736 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $2,342,294 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $785,061 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $25,458,990 | PYContributionsGrantsAmt |
| CY Contributions Grants | $30,449,815 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $233,148,459 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $236,178,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$981,487 | PYInvestmentIncomeAmt |
| CY Investment Income | $913,536 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,665,763 | PYOtherRevenueAmt |
| CY Other Revenue | $1,722,296 | CYOtherRevenueAmt |
| PY Total Revenue | $259,291,725 | PYTotalRevenueAmt |
| CY Total Revenue | $269,263,647 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $530,269 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $616,708 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $92,084,495 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $91,254,010 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $112,969 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $54,846 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $9,262,289 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $162,827,676 | PYOtherExpensesAmt |
| CY Other Expenses | $166,822,338 | CYOtherExpensesAmt |
| PY Total Expenses | $255,555,409 | PYTotalExpensesAmt |
| CY Total Expenses | $258,747,902 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,736,316 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,515,745 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $381,407,574 | TotalAssetsBOYAmt |
| Total Assets EOY | $419,900,241 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $261,569,862 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $253,271,426 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $119,837,712 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $166,628,815 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO WORK FOR A FAIR, JUST AND SAFE MARKETPLACE FOR ALL CONSUMERS AND TO EMPOWER CONSUMERS TO PROTECT THEMSELVES. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $216,350,799 | ExpenseAmt |
| Grant | $517,008 | GrantAmt |
| Revenue | $236,178,000 | RevenueAmt |
| Desc | CONSUMER INFORMATION, PRODUCT INFORMATION, EDUCATION AND GRANTS. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. | Desc |
| Total Program Service Expenses | $216,350,799 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | 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 | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | 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 | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 373 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 736 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CA | ForeignCountryCd |
| 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | 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 | Yes (true) | 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 | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| 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 | Yes (true) | 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 | AZ | 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 | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | 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 | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | 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 | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | 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 | NV | 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 | NM | 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 | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | 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 | SC | 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 | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR MICHAEL MARTIN CPA | PersonNm |
| Phone | 9143782000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 TRUMAN AVENUE | AddressLine1 |
| City | YONKERS | City |
| State | NY | State |
| ZIP Code | 107031057 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| DIANE ARCHER | ||||||||||
| VICE CHAIR | 2.0 | Yes (X) | ||||||||
| MARCIA ARONOFF | ||||||||||
| DIRECTOR | 2.0 | Yes (X) | ||||||||
| ROBERT E BAENSCH | ||||||||||
| DIRECTOR | 2.0 | Yes (X) | ||||||||
| DEBORAH COWAN | ||||||||||
| TREASURER | 2.0 | Yes (X) | ||||||||
| WALTER BRISTOL | ||||||||||
| CHAIR | 2.0 | Yes (X) | ||||||||
| ANTHONY B ITON | ||||||||||
| DIRECTOR | 2.0 | Yes (X) | ||||||||
| CAROL IZUMI | ||||||||||
| DIRECTOR | 2.0 | Yes (X) | ||||||||
| ANNETTE LOVOI | ||||||||||
| DIRECTOR | 2.0 | Yes (X) | ||||||||
| CRAIG NEWMARK | ||||||||||
| DIRECTOR | 2.0 | Yes (X) | ||||||||
| HEATHER C MCGHEE | ||||||||||
| DIRECTOR | 2.0 | Yes (X) | ||||||||
| ED MIERZWINSKI | ||||||||||
| DIRECTOR | 2.0 | Yes (X) | 1.0 | |||||||
| WILLARD P OGBURN | ||||||||||
| DIRECTOR | 2.0 | Yes (X) | ||||||||
| MARTIN SCHNEIDER | ||||||||||
| DIRECTOR | 2.0 | Yes (X) | 1.0 | |||||||
| MICAH SIFRY | ||||||||||
| DIRECTOR | 2.0 | Yes (X) | ||||||||
| THOMAS C VOICE | ||||||||||
| SECRETARY | 2.0 | Yes (X) | ||||||||
| THOMAS WATHEN | ||||||||||
| DIRECTOR | 2.0 | Yes (X) | ||||||||
| BETSY SCOLNIK | ||||||||||
| DIRECTOR (AS OF 10/18/13) | 2.0 | Yes (X) | ||||||||
| BARBARA FRIEDMAN | ||||||||||
| DIRECTOR (UNTIL 10/18/13) | 2.0 | Yes (X) | 1.0 | |||||||
| STEVE HILL | ||||||||||
| DIRECTOR (UNTIL 5/31/14) | 2.0 | Yes (X) | ||||||||
| JAMES A GUEST | ||||||||||
| PRESIDENT AND CEO | 40.0 | 2.0 | Yes (X) | $594,495 | $0 | $64,026 | ||||
| RICHARD GANNON | ||||||||||
| CHIEF OPERATING OFFICER | 40.0 | 2.0 | Yes (X) | $427,479 | $0 | $72,009 | ||||
| ERIC WAYNE | ||||||||||
| VP, CHIEF FINANCIAL OFFICER | 40.0 | 2.0 | Yes (X) | $253,286 | $0 | $56,534 | ||||
| RAHUL BELANI | ||||||||||
| VP, CHIEF INFORMATION OFFICER | 40.0 | $375,575 | $0 | $65,299 | Yes (X) | |||||
| LIAM MCCORMACK | ||||||||||
| VP, TECHNICAL DIRECTOR | 40.0 | $344,379 | $0 | $53,440 | Yes (X) | |||||
| MICHAEL D'ALESSANDRO | ||||||||||
| VP AND CHIEF OF STAFF | 40.0 | $288,751 | $0 | $62,997 | Yes (X) | |||||
| LINDA TEPEDINO | ||||||||||
| VP, HUMAN RESOURCES | 40.0 | $298,838 | $0 | $50,825 | Yes (X) | |||||
| CHRISTOPHER MEYER | ||||||||||
| VP, EXTERNAL AFFAIRS | 40.0 | $282,621 | $0 | $59,119 | Yes (X) | |||||
| CHRISTIAN NIMSKY | ||||||||||
| VP&GM, DIGITAL INTERACTIVE | 40.0 | $416,065 | $0 | $53,475 | Yes (X) | |||||
| BRENT DIAMOND | ||||||||||
| VP&GM, MAGAZINE AND NEWSLETTER | 40.0 | $349,135 | $0 | $54,282 | Yes (X) | |||||
| EILEEN HERSHENOV | ||||||||||
| VP, GENERAL COUNSEL | 40.0 | 2.0 | $334,007 | $0 | $70,165 | Yes (X) | ||||
| PAIGE AMIDON LITMAN | ||||||||||
| VP, HEALTH | 40.0 | $275,575 | $0 | $57,177 | Yes (X) | |||||
| KIMBERLY KLEMAN | ||||||||||
| EDITOR IN CHIEF, CR MAGAZINE | 40.0 | $348,112 | $0 | $46,980 | Yes (X) | |||||
| MICHAEL PALAZZO | ||||||||||
| SENIOR ART DIR UNTIL 10/24/13 | 40.0 | $279,015 | $0 | $19,070 | Yes (X) | |||||
| DIANE SALVATORE | ||||||||||
| SR DIR, CONTENT STRATEGY & DEV | 40.0 | $255,817 | $0 | $19,655 | Yes (X) | |||||
| LAURENCE BUNIN | ||||||||||
| COO UNTIL 05/31/2013 | 40.0 | $776,323 | $0 | $33,881 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,899,473 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $838,934 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 276 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOOGLE INC | |||||
| 1600 AMPHITHEATRE PARKWAY | MOUNTAIN VIEW | CA | 94043 | SEARCH ENGINE MARKET | $9,590,417 |
| COMMUNICATION DATA SERVICES | |||||
| 1901 BELL AVENUE | DES MOINES | IA | 50315 | FULFILLMENT SERVICES | $7,076,154 |
| BROWN PRINTING | |||||
| 2300 BROWN AVENUE | WASECA | MN | 56093 | PRINTING | $4,270,124 |
| ACXIOM CORPORATION | |||||
| 601 E THIRD STREET | LITTLE ROCK | AR | 72201 | INFORMATION TECHNOLO | $2,764,717 |
| QUAD GRAPHICS | |||||
| N61 W23044 HARRYS WAY | SUSSEX | WI | 53089 | PRINTING | $2,598,459 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 121 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $5,117,094 | GovernmentGrantsAmt |
| All Other Contributions | $25,332,721 | AllOtherContributionsAmt |
| Noncash Contributions | $147,796 | NoncashContributionsAmt |
| Total Contributions | $30,449,815 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| SUBSCRIPTION, NEWSSTAND & OTHER | 511120 | $134,555,538 | $134,555,538 | |
| ONLINE SUBSCRIPTION SALES | 519100 | $101,294,206 | $98,951,912 | $2,342,294 |
| TESTING REVENUE | 541380 | $328,256 | $328,256 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $236,178,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $450,215 | TotalRevenueColumnAmt |
| Exclusion | $450,215 | 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 | $1,722,296 | TotalRevenueColumnAmt |
| Exclusion | $1,722,296 | ExclusionAmt |
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 | $8,689,024 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,225,703 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $463,321 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $463,321 | TotalRevenueColumnAmt |
| Exclusion | $463,321 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
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 | $269,263,647 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $233,835,706 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,342,294 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,635,832 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $566,708 | TotalAmt |
| Program Services | $566,708 | 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 | $50,000 | TotalAmt |
| Program Services | $50,000 | 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 | $5,223,082 | TotalAmt |
| Program Services | $3,396,212 | ProgramServicesAmt |
| Management And General | $1,826,870 | ManagementAndGeneralAmt |
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 | $62,516,896 | TotalAmt |
| Program Services | $49,434,557 | ProgramServicesAmt |
| Management And General | $11,405,264 | ManagementAndGeneralAmt |
| Fundraising | $1,677,075 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,340,250 | TotalAmt |
| Program Services | $6,651,099 | ProgramServicesAmt |
| Management And General | $1,456,528 | ManagementAndGeneralAmt |
| Fundraising | $232,623 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,444,998 | TotalAmt |
| Program Services | $8,355,239 | ProgramServicesAmt |
| Management And General | $1,798,401 | ManagementAndGeneralAmt |
| Fundraising | $291,358 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,728,784 | TotalAmt |
| Program Services | $3,759,492 | ProgramServicesAmt |
| Management And General | $838,647 | ManagementAndGeneralAmt |
| Fundraising | $130,645 | 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 | $838,104 | TotalAmt |
| Program Services | $115,762 | ProgramServicesAmt |
| Management And General | $705,676 | ManagementAndGeneralAmt |
| Fundraising | $16,666 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $462,610 | TotalAmt |
| Program Services | $22,682 | ProgramServicesAmt |
| Management And General | $439,928 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,846 | TotalAmt |
| Fundraising | $54,846 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $402,063 | TotalAmt |
| Management And General | $402,063 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,805,827 | TotalAmt |
| Program Services | $12,039,478 | ProgramServicesAmt |
| Management And General | $1,757,797 | ManagementAndGeneralAmt |
| Fundraising | $8,552 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,953,110 | TotalAmt |
| Program Services | $38,338,393 | ProgramServicesAmt |
| Management And General | $29,279 | ManagementAndGeneralAmt |
| Fundraising | $585,438 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,427,137 | TotalAmt |
| Program Services | $601,549 | ProgramServicesAmt |
| Management And General | $819,192 | ManagementAndGeneralAmt |
| Fundraising | $6,396 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,660,292 | TotalAmt |
| Program Services | $910,720 | ProgramServicesAmt |
| Management And General | $749,572 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,271 | TotalAmt |
| Program Services | $101,271 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,184,505 | TotalAmt |
| Program Services | $1,005,133 | ProgramServicesAmt |
| Management And General | $2,179,372 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,735,916 | TotalAmt |
| Program Services | $1,426,805 | ProgramServicesAmt |
| Management And General | $288,407 | ManagementAndGeneralAmt |
| Fundraising | $20,704 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $489,829 | TotalAmt |
| Program Services | $293,415 | ProgramServicesAmt |
| Management And General | $187,701 | ManagementAndGeneralAmt |
| Fundraising | $8,713 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,386,877 | TotalAmt |
| Management And General | $1,386,877 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,618,335 | TotalAmt |
| Program Services | $7,085,302 | ProgramServicesAmt |
| Management And General | $3,524,717 | ManagementAndGeneralAmt |
| Fundraising | $8,316 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $974,901 | TotalAmt |
| Management And General | $974,901 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| POSTAGE AND SHIPPING | $36,675,803 | $33,548,754 | $90,112 | $3,036,937 |
| PRINTING AND PUBLICATION | $25,103,043 | $23,302,293 | $49,579 | $1,751,171 |
| ORDER PROCESSING | $18,568,284 | $16,613,596 | $636,057 | $1,318,631 |
| PRODUCT TESTING | $3,945,249 | $3,945,249 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,489,182 | TotalAmt |
| Program Services | $4,787,090 | ProgramServicesAmt |
| Management And General | $1,587,874 | ManagementAndGeneralAmt |
| Fundraising | $114,218 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,747,902 | TotalAmt |
| Program Services | $216,350,799 | ProgramServicesAmt |
| Management And General | $33,134,814 | ManagementAndGeneralAmt |
| Fundraising | $9,262,289 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $469,679 | BOYAmt |
| EOY | $566,561 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,802,192 | BOYAmt |
| EOY | $23,061,888 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,236,644 | BOYAmt |
| EOY | $5,166,697 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,972,407 | BOYAmt |
| EOY | $5,788,980 | 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 | $4,094,081 | BOYAmt |
| EOY | $4,350,764 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,208,621 | BOYAmt |
| EOY | $25,967,406 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $145,032,255 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $87,381,217 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,382,894 | BOYAmt |
| EOY | $57,651,038 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $252,884,718 | BOYAmt |
| EOY | $293,632,945 | 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 | $3,356,338 | BOYAmt |
| EOY | $3,713,962 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $381,407,574 | BOYAmt |
| EOY | $419,900,241 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,398,347 | BOYAmt |
| EOY | $21,844,152 | 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 | $149,635,221 | BOYAmt |
| EOY | $150,470,153 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,000,000 | BOYAmt |
| EOY | $43,800,000 | 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 | $47,536,294 | BOYAmt |
| EOY | $37,157,121 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,569,862 | BOYAmt |
| EOY | $253,271,426 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,775,094 | BOYAmt |
| EOY | $156,826,388 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,062,618 | BOYAmt |
| EOY | $9,802,427 | 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 | $119,837,712 | BOYAmt |
| EOY | $166,628,815 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $381,407,574 | BOYAmt |
| EOY | $419,900,241 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $10,515,745 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $25,811,015 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $10,464,343 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,433,629 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,068,201 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,294,281 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,458,990 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,449,815 | CurrentTaxYearAmt |
| Total | $115,704,916 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $220,602,270 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $228,010,433 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $230,362,907 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $233,148,459 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $233,835,706 | CurrentTaxYearAmt |
| Total | $1,145,959,775 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $238,035,899 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $248,078,634 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $252,657,188 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $258,607,449 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $264,285,521 | CurrentTaxYearAmt |
| Total | $1,261,664,691 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,737 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $55,411 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,030 | CurrentTaxYearAmt |
| Total | $139,178 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,737 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $55,411 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,030 | CurrentTaxYearAmt |
| Total | $139,178 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,261,525,513 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,602,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,280,928 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,389,184 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $178,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,172,511 | CurrentTaxYearAmt |
| Total | $14,623,695 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,602,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,280,928 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,389,184 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $178,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,172,511 | CurrentTaxYearAmt |
| Total | $14,623,695 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $125,396 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $465,115 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $403,739 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $465,359 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $785,061 | CurrentTaxYearAmt |
| Total | $2,244,670 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$1,187,597 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,000,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $554,999 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,891 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $386,293 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $241,576,198 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $253,824,677 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $257,005,110 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $259,270,271 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $267,243,093 | CurrentTaxYearAmt |
| Total | $1,278,919,349 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98640 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98274 | PublicSupportPY509Pct |
| Investment Income CY | 0.01143 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01506 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | n/a | FormAndLineReferenceDesc |
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) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | Yes (true) | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | Yes (true) | MediaAdvertisementsInd |
| Media Advertisements | $1,220 | MediaAdvertisementsAmt |
| Mailings Members | Yes (true) | MailingsMembersInd |
| Mailings Members | $76,326 | MailingsMembersAmt |
| Publications Or Broadcast | Yes (true) | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $231,641 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $548,517 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (true) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $70,252 | RalliesDemonstrationsAmt |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $927,956 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B | FormAndLineReferenceDesc |
| Explanation | LINE 1A: VOLUNTEERS TESTIFY BEFORE CONGRESS AND STATE LEGISLATURES; SPEAK AT PRESS CONFERENCES REGARDING STATE AND FEDERAL LEGISLATION; LOBBY LEGISLATORS. LINE 1B - PAID STAFF OR MANAGEMENT: PLEASE SEE BELOW ACTIVITIES, AS STAFF AND MANAGEMENT ARE INCLUDED IN THOSE ACTIVITIES AND TOTALS LINE 1C - MEDIA ADVERTISEMENTS: MEDIA SPACE PURCHASED ON SOCIAL MEDIA. LINE 1D - MAILING TO MEMBERS, LEGISLATORS, OR THE PUBLIC: ACTION ALERTS TO THE PUBLIC. LINE 1E - PUBLICATIONS, OR PUBLISHED OR BROADCAST STATEMENTS: LOBBYING MESSAGES REGARDING LEGISLATION THAT APPEAR IN CONSUMER REPORTS AND ITS OTHER PUBLICATIONS. LINE 1F - GRANTS TO OTHER ORGANIZATIONS FOR LOBBYING PURPOSES: GRANTS TO NON-PROFIT ORGANIZATIONS ON THE GROUND IN STATES WHERE WE ARE WORKING. LINE 1G - DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR LEGISLATIVE BODY: LETTERS, FACE-TO-FACE COMMUNICATIONS, EMAILS, TELEPHONE CALLS WITH STATE AND FEDERAL LEGISLATORS, INCLUDING PREPARATION AND TRAVEL TIME, LEGISLATIVE TESTIMONY. LINE 1H - RALLIES, DEMONSTRATIONS, SEMINARS, CONVENTIONS, SPEECHES, LECTURES, OR ANY SIMILAR MEANS: SPEECHES, RALLIES, CONFERENCES WHERE CU STAFF SUPPORTS OR OPPOSES STATE AND FEDERAL LEGISLATION PUBLICLY. | ExplanationTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,935,255 | OtherCostOrOtherBasisAmt |
| Book Value | $11,935,255 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,486,773 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,448,519 | DepreciationAmt |
| Book Value | $32,038,254 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $231,590 | OtherCostOrOtherBasisAmt |
| Depreciation | $162,841 | DepreciationAmt |
| Book Value | $68,749 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,132,753 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,389,921 | DepreciationAmt |
| Book Value | $3,742,832 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,245,884 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,379,936 | DepreciationAmt |
| Book Value | $9,865,948 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $57,651,038 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $57,815 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE GIFT ANNUITY | $8,445,852 |
| OTHER LIABILITY | $699,578 |
| DEFERRED RENT | $90,942 |
| PENSION LIABILITY | $19,495,138 |
| LIABILITY DERIVATIVE INSTRUMEN | $5,717,793 |
| LIFETIME SUBSCRIBER LIABILITY | $1,430,000 |
| CRUT LIABILITY | $1,220,003 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $37,157,121 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $305,205,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $25,811,015 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $10,524,390 | OtherRevenueAmt |
| Revenue Not Reported | $36,335,405 | RevenueNotReportedAmt |
| Revenue Subtotal | $268,869,595 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $394,112 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$60 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $394,052 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $269,263,647 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $258,413,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $57,403 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $57,403 | ExpensesNotReportedAmt |
| Expenses Subtotal | $258,355,597 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $394,112 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$1,807 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $392,305 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $258,747,902 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| RECONCILIATION OF REVENUE | SCHEDULE D, PART XI, LINE 2D CONSUMERS UNION ACTION FUND, INC. ................$ 59,127 UNREALIZED GAIN ON INTEREST RATE SWAP ............$ 702,101 PENSION RELATED CHANGES ..........................$ 9,642,425 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT ......$ 120,737 ----------- TOTAL ............................................$ 10,524,390 =========== PART XI, LINE 4B - OTHER ROUNDING.................$ (60) =========== |
| RECONCILIATION OF EXPENSES | SCHEDULE D, PART XII, LINE 2B EXPENSES OR RELATED ENTITY - CONSUMERS UNION ACTION FUND, INC. ...................$ 57,171 EXPENSES OF RELATED ENTITY - TRUMAN AVENUE FOUNDATION, INC .......................$ 232 --------- TOTAL ...............................................$ 57,403 ========= PART XII, LINE 4B - OTHER ROUNDING ..................$ (1,807) ========= |
| FIN 48 UNCERTAINTY IN TAXES | PART X, LINE 2 Under the provision of section 501(c)(3) of the internal revenue code, consumers union of United States, inc. [cu] is exempt from taxes on income, except for unrelated business income. For the years ended May 31, 2014 and 2013, provisions for income taxes were $340,000 and $133,000, respectively. In accordance with ASC 740, Income Taxes, CU evaluated its tax position and determined that all are more-likely-than-not to be sustained upon examination. Accordingly, CU believes that there are no unrecognized benefits or applicable interest and penalties that should be recorded. CU's tax returns for the fiscal years ended May 31, 2011, 2012 and 2013 are subject to examination by federal, state and local authorities. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | Grantmaking | Publication and inform | $50,000 |
| Europe (Including Iceland and Greenland) | Program Services | Publication informatio | $1,234,300 |
| North America | Program Services | Publication informatio | $1,226,637 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $2,510,937 | SubtotalSpentAmt |
| Total Spent | $2,510,937 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe (Including Iceland and Greenland) | RegionTxt |
| Purpose Of Grant | General Support | PurposeOfGrantTxt |
| Cash Grant | $50,000 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursementTxt |
| Valuation Method Used | ACCRUAL | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | Al Consumidor, A.C | TypeOfAssistanceTxt |
| Region | North America | RegionTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PART 1, LINE 2 | Grantees are required to submit program and financial reports at the conclusion of the project, including a list of grant-related expenditures, and a summary of deliverables and project results. The timing of the reports is determined according to a schedule contained in an executed sub-grant agreement between CU and the grantee. |
| PART I, LINE 3, COLUMN (F) AND PART II, LINE 1 | THE ACCRUAL METHOD OF ACCOUNTING WAS USED IN PART I, LINE 3, COLUMN (F) AND PART II, LINE 1. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Donor Services Group | PersonNm |
| Activity | TELE MARKETING | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $88,269 | GrossReceiptsAmt |
| Retained By Contractor | $54,846 | RetainedByContractorAmt |
| Net To Organization | $33,423 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $88,269 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $54,846 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $33,423 | 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 | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | 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 | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | 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 | SC | 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 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Consumer Federation of America | ||||||||
| 1620 I Street NW - Suite 200 | Washington | DC | 20036 | 161774332 | 501(C)(3) | $80,000 | State and local grants program for US consumer org anizations. | |
| Consumer Federation of America | ||||||||
| 1620 I Street NW - Suite 200 | Washington | DC | 20006 | 161774332 | 501(C)(3) | $25,000 | Support State and Local travel to CFA Roundtable and Consumer Assembly. | |
| USPIRG Education Fund | ||||||||
| 218 D Street SE 1st Floor | Washington | DC | 20003 | 521384240 | 501(C)(3) | $35,000 | General support for National Consumer back-up Cent PATIENT SAFETY AND HEALTH ACQUIRED INFECTIONS | |
| CALIFORNIA PAN-ETHNIC HEALTH NETWORK | ||||||||
| 654 THIRTEENTH STREET | OAKLAND | CA | 94612 | 520880625 | 501(C)(3) | $204,706 | SUPPORT HEALTH COALITION. | |
| HEALTH ACCESS FOUNDATION | ||||||||
| 414 13TH STREET | OAKLAND | CA | 94612 | 131945149 | 501(C)(3) | $159,302 | SUPPORT FOR HEALTHCARE COALITION. | SUITE 450 |
| NATIONAL PHYSICIAN ALLIANCE | ||||||||
| 888 16TH STREET | WASHINGTON | DC | 20006 | 270137846 | 501(C)(3) | $10,000 | SUPPORT FOR PUBLIC EDUCATION AND POLICY WORK TO CURB OVERUSE OF ANTIBIOTICS IN FARM ANIMALS | SUITE 800 |
| KENTUCKY EQUAL JUSTICE CENTER | ||||||||
| 201 W SHORT STREET | LEXINGTON | KY | 40507 | 610909545 | 501(C)(3) | $25,000 | General Operating Support | SUITE 310 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE I, PART I, LINE 1 | The criteria for selecting projects for funding through the Colston E. Warne small grants program including the following: - The projects should be consistent with CU's mission to provide information and advice to consumers on goods, services, health and personal finance; and to initiate and cooperate with individual and group efforts to maintain and enhance the quality of life for consumers. - The projects should be high impact projects that provide a significant return for the amount of money invested. They should be result-oriented, and have tangible goals and objectives. - The organization sponsoring the project should have a clear plan for developing alternate sources of funding, so that the project can become self-supporting and continue when the grant period ends. - If possible, the projects should be replicable, and provide a model for organizing and advocacy on other consumer and public interest issues, or in other locations. - We are especially interested in projects that provide direct benefits to low-income and minority consumers. - Where possible, projects should obtain matching funds and /or leverage in-kind resources from other sources. - The projects should make sense in the context of the needs and opportunities of the overall consumer movement. They should contribute to capacity-building of organizations, and help sustain the consumer movement. - CU's purposes must be measured in terms of the benefits indirectly realized by thousands of consumers who are better informed or better served as a consequence of the work which the money supports. " (Consumer Reports, March, 1958, P. 163) " - Because our funds are limited, our operating strategy is to identify prospective grantees and invite them to apply. Almost all grants are awarded to pre-selected organizations. |
| SCHEDULE I, PART II | Grantees are required to submit program and financial reports at the conclusion of the project, including a list of grant-related expenditures, and a summary of deliverables and project results. The timing of the reports is determined according to a schedule contained in an executed sub-grant agreement between CU and the grantee. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | 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 | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES A GUEST | ||||||||||||||
| PRESIDENT AND CEO | $577,190 | $0 | $0 | $0 | $17,305 | $0 | $43,000 | $0 | $21,026 | $0 | $658,521 | $0 | $0 | $0 |
| LAURENCE BUNIN | ||||||||||||||
| COO UNTIL 05/31/2013 | $214,557 | $0 | $56,913 | $0 | $504,853 | $0 | $26,487 | $0 | $7,394 | $0 | $810,204 | $0 | $0 | $0 |
| RICHARD GANNON | ||||||||||||||
| CHIEF OPERATING OFFICER | $406,106 | $0 | $11,000 | $0 | $10,373 | $0 | $39,233 | $0 | $32,776 | $0 | $499,488 | $0 | $0 | $0 |
| RAHUL BELANI | ||||||||||||||
| VP, CHIEF INFORMATION OFFICER | $353,443 | $0 | $8,002 | $0 | $14,130 | $0 | $35,023 | $0 | $30,276 | $0 | $440,874 | $0 | $0 | $0 |
| LIAM MCCORMACK | ||||||||||||||
| VP, TECHNICAL DIRECTOR | $335,216 | $0 | $7,812 | $0 | $1,351 | $0 | $33,150 | $0 | $20,290 | $0 | $397,819 | $0 | $0 | $0 |
| EILEEN HERSHENOV | ||||||||||||||
| VP, GENERAL COUNSEL | $317,416 | $0 | $7,702 | $0 | $8,889 | $0 | $32,390 | $0 | $37,775 | $0 | $404,172 | $0 | $0 | $0 |
| PAIGE AMIDON LITMAN | ||||||||||||||
| VP, HEALTH | $264,246 | $0 | $2,640 | $0 | $8,689 | $0 | $26,901 | $0 | $30,276 | $0 | $332,752 | $0 | $0 | $0 |
| MICHAEL D'ALESSANDRO | ||||||||||||||
| VP AND CHIEF OF STAFF | $272,843 | $0 | $8,000 | $0 | $7,908 | $0 | $27,829 | $0 | $35,168 | $0 | $351,748 | $0 | $0 | $0 |
| LINDA TEPEDINO | ||||||||||||||
| VP, HUMAN RESOURCES | $281,103 | $0 | $8,000 | $0 | $9,735 | $0 | $28,035 | $0 | $22,790 | $0 | $349,663 | $0 | $0 | $0 |
| CHRISTOPHER MEYER | ||||||||||||||
| VP, EXTERNAL AFFAIRS | $267,592 | $0 | $9,000 | $0 | $6,029 | $0 | $27,023 | $0 | $32,096 | $0 | $341,740 | $0 | $0 | $0 |
| ERIC WAYNE | ||||||||||||||
| VP, CHIEF FINANCIAL OFFICER | $233,588 | $0 | $14,033 | $0 | $5,665 | $0 | $23,758 | $0 | $32,776 | $0 | $309,820 | $0 | $0 | $0 |
| CHRISTIAN NIMSKY | ||||||||||||||
| VP&GM, DIGITAL INTERACTIVE | $309,033 | $0 | $28,000 | $0 | $79,032 | $0 | $23,199 | $0 | $30,276 | $0 | $469,540 | $0 | $0 | $0 |
| BRENT DIAMOND | ||||||||||||||
| VP&GM, MAGAZINE AND NEWSLETTER | $327,712 | $0 | $17,000 | $0 | $4,423 | $0 | $21,613 | $0 | $32,669 | $0 | $403,417 | $0 | $0 | $0 |
| KIMBERLY KLEMAN | ||||||||||||||
| EDITOR IN CHIEF, CR MAGAZINE | $169,869 | $0 | $0 | $0 | $178,243 | $0 | $17,113 | $0 | $29,867 | $0 | $395,092 | $0 | $0 | $0 |
| MICHAEL PALAZZO | ||||||||||||||
| SENIOR ART DIR UNTIL 10/24/13 | $105,502 | $0 | $2,601 | $0 | $170,912 | $0 | $0 | $0 | $19,070 | $0 | $298,085 | $0 | $0 | $0 |
| DIANE SALVATORE | ||||||||||||||
| SR DIR, CONTENT STRATEGY & DEV | $231,195 | $0 | $22,350 | $0 | $2,272 | $0 | $8,926 | $0 | $10,729 | $0 | $275,472 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SEVERANCE PAYMENTS AND UNQUALIFIED PLAN BENEFITS | SEVERANCE PAYMENTS: LAURENCE BUNIN - $499,334 KIMBERLY KLEMAN - $161,283 MICHAEL PALAZZO - $130,050 PARTICIPATION IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN - DEFERRED COMPENSATION JAMES GUEST - $17,500 RICHARD GANON - $13,733 LAURENCE BUNIN - $5,813 LIAM MCCORMACK - $7,650 MICHAEL D'ALESSANDRO - $2,329 LINDA TEPEDINO - $2,535 CHRISTOPHER MEYER - $1,523 RAHUL BELANI - $9,523 EILEEN HERSHENOV - $6,890 PAGE AMIDON LITMAN - $1,401 |
| PART I, LINE 1a | Personal travel and housing benefits were provided to the VP & General Manager of Digital Interactive Products, and VP, Chief Information Officer. These amounts were treated as taxable compensation and disclosed on Schedule J, Part II, Column B(iii). |
| Part I, Line 7 | Sched. J COLUMN B (II) BONUS & INCENTIVE CONTRACTUAL DISCRETIONARY COMPENSATION BONUS (MERIT) RICHARD GANNON $11,000 $11,000 ERIC WAYNE $14,033 $14,033 LAURENCE BUNIN $56,913 $56,913 CHRISTIAN NIMSKY $28,000 $25,000 $ 3,000 LIAM MCCORMACK $ 7,812 $ 7,812 MICHAEL D'ALESSANDRO $ 8,000 $ 8,000 LINDA TEPEDINO $ 8,000 $ 8,000 CHRISTOPHER MEYER $ 9,000 $ 9,000 BRENT DIAMOND $17,000 $17,000 RAHUL BELANI $ 8,002 $ 8,002 EILEEN HERSHENOV $ 7,702 $ 7,702 MICHAEL PALAZZO $ 2,601 $ 2,601 PAGE AMIDON LITMAN $ 2,640 $ 2,640 DIANE SALVATORE $22,350 $15,000 $ 7,350 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF YONKERS INDUSTRIAL DEVELOPMENT AGENCY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 131776434 | BondIssuerEIN |
| CUSIP | 986083BN2 | CUSIPNum |
| Bond Issued | 2005-12-22 | BondIssuedDt |
| Issue Price | $47,300,000 | IssuePriceAmt |
| Purpose | MULTI-MODAL CIVAL FACILITY REVENUE | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $3,500,000 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $43,800,000 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $1,207,321 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $1,066,734 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $9,980,132 | CapitalExpendituresAmt |
| Other Spent Proceeds | $35,045,813 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2006 | SubstantialCompletionYr |
| Current Refunding | Yes (true) | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | false | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | Yes (true) | ExceptionToRebateInd |
| Variable Rate Issue | Yes (true) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (true) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 30.5 | TermOfHedgePct |
| Superintegrated Hedge | false | SuperintegratedHedgeInd |
| Hedge Terminated | false | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | false | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II, Line 11 - Other Spent Proceeds | FormAndLineReferenceDesc |
| Explanation | $35,045,813 of bond proceeds were used to refund bonds issued in 1989, 1991, and 1995. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $147,796 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4 | CONSUMERS INFORMATION: CONSUMERS UNION OF US INC. PUBLISHES AND DISSEMINATES INFORMATION AND ADVICE TO CONSUMERS REGARDING TOPICS SUCH AS CONSUMER GOODS, SERVICES, HEALTH AND PERSONAL FINANCE. THE NUMBER OF PAID SUBSCRIBERS FOR EACH AS OF 5/31/14 INCLUDE CONSUMER REPORTS MAGAZINE 3,969,186; CONSUMER REPORTS ON HEALTH 618,290; CR ONLINE 3,208,355; CONSUMER REPORTS MONEY ADVISER 142,617; AUTO PREMIUM 129,747; AND SHOP SMART 325,522. CONSUMERS UNION OF US INC. DOES NOT ACCEPT OUTSIDE ADVERTISING IN ANY OF ITS PUBLICATIONS. IN ADDITION, CONSUMERS UNION OF US INC. DISSEMINATES CONSUMER INFORMATION THROUGH OTHER PRINT, RADIO, TELEVISION, ELECTRONIC PUBLISHING AND INTERACTIVE MEDIA. Product Information: Consumers Union of US Inc. conducts independent and impartial tests and analyses on a wide range of consumer products and services, such as electronics, appliances, household products, insurance, recreational goods, and cars. The tests and surveys evaluate how the products and services perform and advise consumers on the extent to which they are convenient, safe, and economical. During the fiscal year ended 5/31/14, Consumers Union of US Inc. conducted tests and evaluations on more than 3400 models of various consumer products, making use of about 50 laboratories and its auto track. The information gathered as result of these tests is disseminated to the general public as described above. EDUCATION PROGRAMS: CONSUMERS UNION IS TRANSITIONING TOWARD A MORE FOCUSED EFFORT TO EDUCATE CONSUMERS IN THE CRITICAL AREAS OF HEALTH AND SAFETY. NEW INITIATIVES INCLUDE PROGRAMS INTENDED TO PROVIDE BETTER COMPARATIVE, EVIDENCE-BASED MEDICAL INFORMATION AS WELL AS PROGRAMS DESIGNED TO ALERT CONSUMERS TO THE RISKS ASSOCIATED WITH DANGEROUS PRODUCTS. IN ADDITION, CONSUMERS UNION PROVIDES SUBSTANTIAL FREE CONSUMER EDUCATION INFORMATION AS A PUBLIC SERVICE THROUGH OUR EDUCATIONAL WEBSITES AND THROUGH AN EXPANDING USE OF SOCIAL NETWORKING SITES AND BLOGS. CONSUMERS UNION EDUCATIONAL WEBSITES INCLUDE: THE CONSUMERS UNION ADVOCACY WEB SITE (CONSUMERSUNION.ORG), CONSUMER REPORTS BEST BUY DRUGS (CRBESTBUYDRUGS.ORG), CONSUMER HEALTH CHOICES (CONSUMERHEALTHCHOICES.ORG), HEALTH LAW HELPER (HEALTHLAWHELPER.ORG) SPANISH LANGUAGE CONSUMER EDUCATION MATERIALS, AT ESPANOL.CONSUMERREPORTS.ORG & ASEGURATUSALUD.ORG. CONSUMER REPORTS GREENER CHOICES (GREENERCHOICES.ORG), AND ECO-LABELS, AN ONLINE GUIDE TO ENVIRONMENTAL LABELS (ECO-LABELS.ORG). SPECIFIC ACCOMPLISHMENTS INCLUDE: HEALTH INFORMATION: CONSUMERS UNION'S HEALTH RATINGS CENTER AND HEALTH IMPACT PROGRAMS (WWW.CONSUMERREPORTS.ORG/CRO/HEALTH/INDEX.HTM) CONTINUE TO EXPAND CONSUMER REPORTS' RATINGS OF HOSPITALS, PRIMARY-CARE DOCTORS, HEART SURGERY GROUPS, HEALTH INSURANCE PLANS, DRUGS, TREATMENTS, AND PREVENTIVE SERVICES TO PROVIDE THE BEST COMPARATIVE DATA ON HEALTH CARE WITH A FOCUS ON SAFETY, QUALITY, AND VALUE. THE RATINGS CENTER HAS WORKED WITH REGIONAL HEALTH IMPROVEMENT COLLABORATIVES TO DEVELOP AND DISSEMINATE DATA WITH THE INTENT OF PROVIDING CONSUMERS WITH IMPORTANT INFORMATION AND USING THE MEASURES TO IMPROVE THE QUALITY OF CARE. THE RATINGS CENTER RECENTLY JOINED THE ABIM FOUNDATION AND LEADING SPECIALTY MEDICAL SOCIETIES IN THE "CHOOSING WISELY" CAMPAIGN, WHICH AIMS TO EDUCATE PHYSICIANS AND CONSUMERS ABOUT TESTS AND TREATMENTS THAT ARE COMMONLY OVERUSED. IT IS ALSO COLLABORATING WITH THE AMERICAN COLLEGE OF PHYSICIANS IN A CAMPAIGN CALLED HIGH VALUE CARE, WHICH COMMUNICATES ABOUT HIGH-VALUE, COST-CONSCIOUS HEALTH CHOICES. BOTH CHOOSING WISELY AND HIGH VALUE CARE RESOURCES ARE DISSEMINATED THROUGH CR'S HEALTH IMPACT PARTNER NETWORK. THROUGH ITS "BEST BUY DRUGS" PROGRAM, CONSUMER REPORTS RECENTLY PUBLISHED SEVERAL UPDATED REPORTS ON PRESCRIPTION DRUGS, INCLUDING ONE ON DRUGS TO TREAT PSORIASIS, ANOTHER ON HEART FAILURE DRUGS, AND A CONSUMER REPORTS MAGAZINE COVER STORY ON PAIN MEDICATIONS, IN ADDITION TO ARTICLES ON DRUG SAFETY AND "OFF-LABEL" USE. THE HEALTH IMPACT PROGRAM IS DEVELOPING NEW PARTNERSHIPS IN AN EFFORT TO REACH A WIDER RANGE OF CONSUMER AUDIENCES-FOR EXAMPLE, VIA PARTNERSHIPS WITH COMMUNITY PHARMACISTS AND ANOTHER WITH REGIONAL EMPLOYER COALITIONS. ALL BEST BUY DRUGS AND CHOOSING WISELY REPORTS ARE TRANSLATED INTO SPANISH. CONSUMERS UNION AFFORDABLE HEALTH CARE ACT GUIDE, WRITTEN BY THE HEALTH REFORM TEAM, HAS PLAYED A UNIQUE ROLE IN EDUCATING CONSUMERS REGARDING WHAT THEY NEED TO KNOW ABOUT THE NEW HEALTH LAW, THE AFFORDABLE CARE ACT. SINCE THE LAW'S PASSAGE WE HAVE PRODUCED FOUR SEPARATE GUIDES TO THE CHANGES MADE BY THE LAW, EXPLAINING THEM IN A CONSUMER-FRIENDLY, EASY-TO-UNDERSTAND MANNER. TO DATE WE'VE DISTRIBUTED MORE THAN 1.5 MILLION HARD COPIES OF THE VARIOUS PUBLICATIONS AND SHARED THE INFORMATION ONLINE AT YOURHEALTHSECURITY.ORG/THE_NEW_LAW. THE GUIDES ARE ALSO AVAILABLE IN SPANISH. WE PRODUCED A GUIDE TO UNDERSTANDING THE HEALTH PREMIUM TAX CREDITS IN THE AFFORDABLE CARE ACT AND DISTRIBUTED 15,000 COPIES IN ENGLISH AND SPANISH, AS WELL AS PRODUCED THE CONTENT IN AN INTERACTIVE ONLINE TOOL (HEALTHTAXCREDITTOOL.ORG). OUR HEALTH LAW HELPER TOOL (HEALTHLAWHELPER.ORG) HAS REACHED MORE THAN HALF A MILLION VISITORS AND PROVIDES PERSONALIZED GUIDANCE ON HEALTH INSURANCE AND THE NEW LAW. SAFETY: OUR FOOD SAFETY AND SUSTAINABILITY CENTER CONTINUES ITS WORK TO EDUCATE CONSUMERS ABOUT FOOD SAFETY ISSUES AS WELL AS MARKETPLACE PRACTICES THAT MISLEAD CONSUMERS. THAT WORK INCLUDES A THREE-MONTH CAMPAIGN TO ELIMINATE THE MISLEADING AND UNVERIFIED "NATURAL" LABEL, AND TO SPREAD AWARENESS ABOUT SUSTAINABLE PRODUCTION PRACTICES LIKE FAIR TRADE, ANIMAL WELFARE, AND ORGANIC, LOOKING AT WHICH CLAIMS IN THOSE AREAS TRULY MEET CONSUMER EXPECTATIONS AND WHICH DON'T. UNLIKE THE NATURAL LABEL, CREDIBLE LABELS ARE UNDERWRITTEN BY MEANINGFUL AGRICULTURAL PRACTICES AND ARE VERIFIED. THE CAMPAIGN WILL BE CAPPED BY A PUBLIC EVENT HIGHLIGHTING PROBLEMS WITH THE "NATURAL" LABEL ON FOOD AND OTHER PRODUCTS. EXPERT PANELS WILL DISCUSS THE ISSUES, AND WE ARE INVITING KEY STAKEHOLDERS AMONG THE CONSUMERS, NONPROFITS, FOUNDATIONS, MEDIA, CHEFS, AND FOOD COMPANIES THAT SHARE A COMMON INTEREST IN SETTING A HIGH BAR FOR THE MARKETPLACE. |
| CONSOLIDATED FINANCIAL STATEMENTS | PART IV, LINE 12 CONSUMERS UNION OF UNITED STATES, INC. IS AUDITED IN COMBINATION WITH ITS RELATED ORGANIZATIONS: CONSUMERS UNION ACTION FUND, INC. [EIN: 20-4780406] AND TRUMAN AVENUE FOUNDATION, INC. [EIN: 20-5665599], ALTHOUGH SEPARATE AUDITED FINANCIAL STATEMENTS ARE NOT ISSUED FOR CONSUMERS UNION OF UNITED STATES, INC., A CONSOLIDATED AUDITED FINANCIAL STATEMENT WAS ISSUED FOR THE FISCAL YEAR ENDED MAY 31, 2014, WHICH WAS PREPARED IN ACCORDANCE WITH GAAP. FORM 990 REVIEW PROCESS PART VI, LINE 11 The 990 is prepared utilizing the assistance of our independent financial auditor, KPMG. The related services from KPMG are approved by the audit committee as part of the audit approval process. After the 990 is prepared by CU finance department with coordination with KPMG, it is reviewed by controller and CFO before it is reviewed and approved by the audit committee. A copy of the 990 is then provided to the board of directors prior to its filing. |
| CONFLICT OF INTEREST COMPLIANCE PROCESS | FORM 990, PART VI, LINE 12C CONSUMERS UNION'S BOARD OF DIRECTORS AND STAFF MEMBERS ARE REQUIRED TO FILL OUT AND SIGN A DISCLOSURE OF INTEREST STATEMENT AND ATTESTATION OF COMPLIANCE EACH YEAR. BOARD MEMBERS' FORMS ARE REVIEWED BY A COMMITTEE OF THE BOARD; STAFF MEMBERS' FORMS ARE REVIEWED BY AN OUTSIDE INDEPENDENT REVIEWER, AND, IF CONFLICTS CANNOT BE RESOLVED, BY A STAFF CONFLICT OF INTEREST COMMITTEE. |
| PROCESS FOR DETERMINING EXECUTIVE COMPENSATION | FORM 990, PART VI, LINE 15 CU'S EXECUTIVE COMPENSATION PROGRAM IS DESIGNED TO ATTRACT, ENGAGE, AND RETAIN HIGHLY TALENTED AND DEDICATED INDIVIDUALS WHO POSSESS THE PREREQUISITE SKILLS AND DEMONSTRATED PERFORMANCE NECESSARY TO FULFILL ITS MISSION. THE PROGRAM IS STRUCTURED TO PROVIDE TOTAL COMPENSATION DIRECT AND INDIRECT THAT SUPPORTS THE ACHIEVEMENT OF CU'S STRATEGIC AND OPERATING GOALS AND IS REASONABLY COMPETITIVE TO WHAT IS OFFERED BY COMPARABLE ORGANIZATIONS. CU ESTABLISHED AND MAINTAINS AN EXECUTIVE COMPENSATION PROGRAM THAT QUALIFIES FOR A REBUTTABLE PRESUMPTION OF REASONABLENESS AND PERIODICALLY REVIEWS ITS EXECUTIVE COMPENSATION TO ENSURE ONGOING ALIGNMENT WITH ITS STRATEGIC DIRECTION AND FINANCIAL LIMITS. TO ENSURE ITS EXECUTIVE COMPENSATION IS CONSISTENT WITH THIS COMPENSATION PHILOSOPHY, CU: - CLEARLY IDENTIFIES A SURVEY PEER GROUP AND PROTOCOL FOR BENCHMARKING AND DETERMINING THE REASONABLENESS OF TOTAL COMPENSATION IN RELATION TO MARKET NORMS FOR SIMILAR EXECUTIVE POSITIONS; - ENGAGES AN INDEPENDENT AND QUALIFIED COMPENSATION CONSULTANT TO PERIODICALLY COMPILE AND ANALYZE COMPETITIVE MARKET COMPENSATION FOR SIMILAR EXECUTIVES IN ORGANIZATIONS COMPARABLE TO CU; - PROVIDES REASONABLY COMPETITIVE TOTAL COMPENSATION CONSISTENT WITH MARKET NORMS AND PERFORMANCE RESULTS IN ANY GIVEN YEAR; AND - PERIODICALLY EVALUATES AND REALIGNS PERFORMANCE MEASURES TO CONFORM TO CHANGING STRATEGIC GOALS AND OTHER BUSINESS NEEDS. ENSURES THAT THE EXECUTIVE COMPENSATION PROGRAM IS CONSISTENT WITH CU'S MISSION AND TAX-EXEMPT STATUS AND THAT COMPENSATION IS BOTH COMPETITIVE AND REASONABLE IS A SHARED RESPONSIBILITY OF THE BOARD OF DIRECTORS ("THE BOARD"), ITS COMPENSATION AND HUMAN RESOURCES COMMITTEE ("THE COMMITTEE"), AND CU'S PRESIDENT. THE COMMITTEE IS MADE UP OF INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS WHO DO NOT HAVE ANY CONFLICT OF INTEREST WITH REGARD TO EXECUTIVE COMPENSATION. THE BASIS FOR THE DECISIONS MADE BY THE COMMITTEE ARE DOCUMENTED IN THE MINUTES OF EACH COMMITTEE MEETING. |
| PUBLIC AVAILABILITY OF FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS | FORM 990, PART VI, LINE 19 CONSUMERS UNION'S ANNUAL FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON ITS WEBSITE, WWW.CONSUMERREPORTS.ORG. OUR GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| MEMBERS, STOCKHOLDERS | FORM 990, PART VI, LINE 7A CONUSMERS UNION IS A NEW YORK STATE NOT-FOR-PROFIT MEMBERSHIP CORPORATION. THE MEMBERS ARE ANY INDIVIDUAL WITH A PAID ANNUAL SUBSCRIPTION TO CONSUMER REPORTS OR CONSUMERREPORTS.ORG., WHO DOES ONE OF THE FOLLOWING: (1) GIVES NOTICE OF ACCEPTANCE OF MEMBERSHIP; (2) SENDS IN A NOMINATION FOR THE BOARD OF DIRECTORS; OR (3) RETURNS TO CU, THE BALLOT TRANSMITTED IN CONNECTION WITH THE ANNUAL ELECTION OF DIRECTORS. POWERS OF MEMBERS: 1. MEMBERS CAN ELECT THE BOARD OF DIRECTORS; 2. THE ANNUAL REPORT OF CONSUMER REPORTS MUST BE PRESENTED TO MEMBERS; 3. THE MEMBERS MUST MEET AT LEAST ANNUALLY; 4. BY-LAWS OF THE ORGANIZATION MAY BE ADOPTED, AMENDED, OR REPEALED BY MEMBERS; 5. MEMBERS MAY DEMAND TO CALL A SPECIAL MEETING IF AT LEAST 10% OF THE MEMBERS CALL FOR A MEETING WITHIN TWO TO THREE MONTHS IN THE FUTURE. |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCE | PART XI, LINE 9 UNREALIZED GAIN INTEREST RATE SWAP 702,101 PENSION RELATED CHANGES 9,642,425 CHANGE IN VALUE SPLIT INEREST AGREEMENT 120,737 ROUNDING (920) ----------- OTHER CHANGES IN NET ASSETS OR FUND BALANCES 10,464,343 =========== |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSUMER MEDIA LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 Truman Ave | AddressLine1 |
| City | Yonkers | City |
| State | NY | State |
| ZIP Code | 10703 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263886493 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Total Income | $340 | TotalIncomeAmt |
| End Of Year Assets | $8,555 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CU | BusinessNameLine1 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CONSUMERS UNION ACTION FUND | ||||||||||
| 101 TRUMAN AVENUE | YONKERS | NY | 10703 | 204780406 | LOBBYING | DE | 501(C)(4) | N/A | CU | Yes (true) |
| THE TRUMAN AVENUE FOUNDATION INC | ||||||||||
| 101 TRUMAN AVENUE | YONKERS | NY | 10703 | 205665599 | R/E HOLDING | DE | 501(C)(3) | 11 - I | CU | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (5) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Annuity | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | Trust | EntityTypeTxt |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |