STUDENT CONSERVATION ASSOCIATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- STUDENT CONSERVATION ASSOCIATION INC (EIN 91-0880684)
- Tax period
- 2012-04-01 to 2013-03-31
- Filed
- 2014-02-18
- IRS object ID
- 201400499349301040
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-18T14:40:38-06:00 | Timestamp |
| Tax Period End Date | 2013-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910880684 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Student Conservation Association Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % SHARON MEZZACK | InCareOfName |
| Name Control | STUD | NameControl |
| Phone | 7035242441 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4245 North Fairfax Drive | AddressLine1 |
| Address Line2 | Suite 825 | AddressLine2 |
| City | Arlington | City |
| State | VA | State |
| ZIP Code | 22203 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES P HOLLANDS | Name |
| Title | CFO | Title |
| Phone | 7035242441 | Phone |
| Date Signed | 2014-02-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAURA J KENNEY | Name |
| Phone | 6177237900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Dale Penny | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4245 North Fairfax Dr Ste 825 | AddressLine1 |
| City | Arlington | City |
| State | VA | State |
| ZIP Code | 22203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 37150942 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.thesca.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1964 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | To build the next generation of conservation leaders and inspire lifelong stewardship of our environment and communities by engaging young people in hands-on service to the land. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1101 | TotalNbrEmployees |
| Total Nbr Volunteers | 28 | TotalNbrVolunteers |
| Total Gross UBI | 3071 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 396 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9055861 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 10862993 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 25024258 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 24028515 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 329459 | InvestmentIncomePriorYear |
| Investment Income Current Year | 64081 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 136288 | OtherRevenuePriorYear |
| Other Revenue Current Year | 176516 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 34545866 | TotalRevenuePriorYear |
| Total Revenue Current Year | 35132105 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 6721686 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 6146844 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 13854808 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 15110645 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 26910 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 10637 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2523134 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 14014242 | OtherExpensePriorYear |
| Other Expenses Current Year | 14690991 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 34617646 | TotalExpensesPriorYear |
| Total Expenses Current Year | 35959117 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -71780 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -827012 | RevenuesLessExpensesCY |
| Total Assets BOY | 21757358 | TotalAssetsBOY |
| Total Assets EOY | 22919892 | TotalAssetsEOY |
| Total Liabilities BOY | 11367261 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12981532 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10390097 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9938360 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO BUILD THE NEXT GENERATION OF CONSERVATION LEADERS AND INSPIRE LIFELONG STEWARDSHIP OF OUR ENVIRONMENT AND COMMUNITIES BY ENGAGING YOUNG PEOPLE IN HANDS-ON SERVICE TO THE LAND. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 10410134 | Expense |
| Grants | 3762563 | Grants |
| Revenue | 12385485 | Revenue |
| Description | Conservation Interns: 3-12 month internship opportunities for individuals 18 years of age and older, primarily hosted by government agencies on public lands. Internships cover a wide range of areas including scientific research, wildlife studies, habitat restoration and visitor interpretive services. Approximately 1,440 interns were in the field during fiscal year 2013. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11554498 | Expense |
| Grants | 1562625 | Grants |
| Revenue | 8035225 | Revenue |
| Description | Conservation Corps Teams: Teams of interns led by SCA staff spend 3-10 months devoted to critical environmental issues such as wildfire management and education, trail restoration and maintenance, invasive species eradication, desert restoration and environmental education in public schools. Approximately 60 teams comprised of 645 members and 90 leaders were active in fiscal year 2013. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5907356 | Expense |
| Grants | 777540 | Grants |
| Revenue | 1589839 | Revenue |
| Description | Community Crews: Locally based programs for students aged 15-19. Summer and school-year programs offer conservation projects in urban area parks and green spaces that encompass a wide range of activities including trail maintenance, habitat restoration and community service projects as well as career training and development. In fiscal year 2013, SCA fielded 115 teams in 14 cities with approximately 1000 members and 175 team leaders. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | GrantsGrants | RevenueRevenue | DescriptionDescription |
|---|---|---|---|
| 2237795 | 44116 | 1702031 | National High School Crews |
| 315935 | OTHER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2237795 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 44116 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 2017966 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 30109783 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 26 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1101 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SHARON MEZZACK | NamePerson |
| Telephone Number | 6035431700 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 689 RIVER ROAD | AddressLine1 |
| City | Charlestown | City |
| State | NH | State |
| ZIP Code | 03603 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (38 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Robert Aldag III | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Patricia Bacon | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Edmund Bartlett | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Margaret Brown | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Joan Cousar | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Charles D Dickey III | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Dayton R Duncan | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Lillian Bloch Falese | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Dean W Fischer | |||||||
| Chairman | 1.0 | X | 0 | 0 | 0 | ||
| John Gordon | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Timothy Gratto | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Martin Hale | |||||||
| Treasurer | 1.0 | X | 0 | 0 | 0 | ||
| Blane Harding | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| George Hatch | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Steven Holtzman | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| John Howard | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Patricia Merritt | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Alan L Mintz | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Joan B Murphy | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Jacqueline Oldham | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Shannon Quist | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| John Reynolds | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Steven T Seward | |||||||
| Vice Chairman | 1.0 | X | 0 | 0 | 0 | ||
| Thomas B Shepard | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| CS Vosmik | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| G Robert Wallace | |||||||
| Director | 1.0 | X | |||||
| Claire Caudill | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Ernest C Wong | |||||||
| Director | 1.0 | X | 0 | 0 | 0 | ||
| Dale Penny | |||||||
| President and CEO | 40.0 | 226615 | 0 | 22651 | X | ||
| Valerie Bailey | |||||||
| Executive VP | 40.0 | 136817 | 0 | 15815 | X | ||
| Richard Seaman | |||||||
| CFO | 40.0 | 130930 | 0 | 21799 | X | ||
| Scott Weaver | |||||||
| Senior VP Government Affairs | 40.0 | 115401 | 0 | 17233 | X | ||
| Robert Coates | |||||||
| Vice President | 40.0 | 124437 | 0 | 16621 | X | ||
| Steven Nolan | |||||||
| Senior VP Business Development | 40.0 | 140057 | 0 | 17991 | X | ||
| David Evancich | |||||||
| Senior VP Advancement | 40.0 | 143288 | 0 | 1141 | X | ||
| Kimberly Henning | |||||||
| Vice President for HR | 40.0 | 139304 | 9933 | X | |||
| Jay Watson | |||||||
| Regional Vice President | 40.0 | 104489 | 0 | 22458 | X | ||
| Jamie Patten | |||||||
| Senior VP for Marketing | 40.0 | 143046 | 0 | 2185 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1404384 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 147827 | TotalOtherCompensation |
| Number Individuals GT100 K | 12 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Computersupportcom | |||||
| 111 Speen Street Suite 201 | FRAMINGHAM | MA | 01701 | IT support | 297712 |
| Grant Thornton LLP | |||||
| 75 State Street 13th Floor | BOSTON | MA | 02109 | Audit & Tax | 184557 |
| RoundCorner | |||||
| PO Box 5845 | BERKELEY | CA | 94705 | Software development | 504415 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Federated Campaigns | 46046 | FederatedCampaigns |
| All Other Contributions | 10816947 | AllOtherContributions |
| Noncash Contributions | 174677 | NoncashContributions |
| Total Contributions | 10862993 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONTRACT AND AGENCY REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 24028515 | TotalRevenueColumn |
| Related Or Exempt Function Income | 24028515 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 24028515 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 163391 | TotalRevenueColumn |
| Exclusion | $161,836 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1919527 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2018837 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -99310 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -99310 | TotalRevenueColumn |
| Exclusion | -$99,310 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| APPLICATION FEES | 900099 | 117395 | 117395 | ||
| WEBSITE STORE | 900099 | 3071 | 3071 | ||
| CREDIT CARD REBATE | 900099 | 11542 | $11,542 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 44508 | TotalRevenueColumn |
| Related Or Exempt Function Income | 38288 | RelatedOrExemptFunctionIncome |
| Exclusion | $6,220 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 176516 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35132105 | TotalRevenueColumn |
| Related Or Exempt Function Income | 24184198 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 3071 | UnrelatedBusinessRevenue |
| Exclusion | $80,288 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6146844 | Total |
| Program Services | 6146844 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 828814 | Total |
| Program Services | 592735 | ProgramServices |
| Management And General | 223870 | ManagementAndGeneral |
| Fundraising | 12209 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12151421 | Total |
| Program Services | 9869480 | ProgramServices |
| Management And General | 1041463 | ManagementAndGeneral |
| Fundraising | 1240478 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183942 | Total |
| Program Services | 146640 | ProgramServices |
| Management And General | 15690 | ManagementAndGeneral |
| Fundraising | 21612 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 946316 | Total |
| Program Services | 747267 | ProgramServices |
| Management And General | 94028 | ManagementAndGeneral |
| Fundraising | 105021 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1000152 | Total |
| Program Services | 786900 | ProgramServices |
| Management And General | 106461 | ManagementAndGeneral |
| Fundraising | 106791 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93934 | Total |
| Program Services | 59022 | ProgramServices |
| Management And General | 31780 | ManagementAndGeneral |
| Fundraising | 3132 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130729 | Total |
| Management And General | 130729 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10637 | Total |
| Fundraising | 10637 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13765 | Total |
| Management And General | 13765 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 910141 | Total |
| Program Services | 315398 | ProgramServices |
| Management And General | 344192 | ManagementAndGeneral |
| Fundraising | 250551 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1458941 | Total |
| Program Services | 1064521 | ProgramServices |
| Management And General | 97212 | ManagementAndGeneral |
| Fundraising | 297208 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 465236 | Total |
| Program Services | 372188 | ProgramServices |
| Management And General | 46524 | ManagementAndGeneral |
| Fundraising | 46524 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 616040 | Total |
| Program Services | 580577 | ProgramServices |
| Management And General | 23642 | ManagementAndGeneral |
| Fundraising | 11821 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4025689 | Total |
| Program Services | 3919440 | ProgramServices |
| Management And General | 16488 | ManagementAndGeneral |
| Fundraising | 89761 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 151318 | Total |
| Program Services | 27486 | ProgramServices |
| Management And General | 111983 | ManagementAndGeneral |
| Fundraising | 11849 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 430767 | Total |
| Management And General | 430767 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 850710 | Total |
| Program Services | 578808 | ProgramServices |
| Management And General | 161365 | ManagementAndGeneral |
| Fundraising | 110537 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 795515 | Total |
| Program Services | 652322 | ProgramServices |
| Management And General | 135238 | ManagementAndGeneral |
| Fundraising | 7955 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MEMBER SUBSISTENCE, HOUSING, H | 2545751 | 2545751 | ||
| TRAINING, ORIENTATION AND CARE | 676822 | 691465 | -21027 | 6384 |
| UNIFORMS | 377878 | 377878 | ||
| RISK MANAGEMENT | 190387 | 190387 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 957368 | Total |
| Program Services | 444674 | ProgramServices |
| Management And General | 322030 | ManagementAndGeneral |
| Fundraising | 190664 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35959117 | Total |
| Program Services | 30109783 | ProgramServices |
| Management And General | 3326200 | ManagementAndGeneral |
| Fundraising | 2523134 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38710 | BOY |
| EOY | 64547 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161311 | BOY |
| EOY | 755264 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1101044 | BOY |
| EOY | 1256089 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5992906 | BOY |
| EOY | 5844593 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 299863 | BOY |
| EOY | 534162 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 679527 | BOY |
| EOY | 670402 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 12357599 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6704578 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5730018 | BOY |
| EOY | 5653021 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7671037 | BOY |
| EOY | 8064195 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82942 | BOY |
| EOY | 77619 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21757358 | BOY |
| EOY | 22919892 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2381817 | BOY |
| EOY | 3421883 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2300000 | BOY |
| EOY | 2200000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5065993 | BOY |
| EOY | 5799018 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1619451 | BOY |
| EOY | 1560631 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11367261 | BOY |
| EOY | 12981532 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4164011 | BOY |
| EOY | 3157479 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2273340 | BOY |
| EOY | 2594180 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3952746 | BOY |
| EOY | 4186701 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10390097 | BOY |
| EOY | 9938360 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21757358 | BOY |
| EOY | 22919892 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -827012 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 448297 | ReconciliationUnrealizedInvest |
| Reconcilation Donated Services | -6000 | ReconcilationDonatedServices |
| Reconcilation Other Changes | -67022 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7777819 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8920863 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4244896 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9055861 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10862993 | CurrentTaxYear |
| Total | 40862432 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7777819 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8920863 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4244896 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9055861 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10862993 | CurrentTaxYear |
| Total | 40862432 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4722333 | AmountsSubstContributorsTotal |
| Public Support Total170 | 36140099 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 486206 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 186745 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 127978 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 164995 | CurrentTaxYearMinus1Year |
| Current Tax Year | 163391 | CurrentTaxYear |
| Total | 1129315 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 396 | CurrentTaxYear |
| Total | 396 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 9060 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14859 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17083 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17762 | CurrentTaxYear |
| Total | 58764 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 42050907 | TotalSupport |
| Gross Receipts From Admissions Etc | 107089590 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.85944 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.89626 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | Other income includes income received from online store, credit card purchase rebates received, and conference room rental income. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $8,151 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 8151 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Direct Contact | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1g | ReturnReference |
| Explanation | Consultant used by the organization for various functions that include meetings or calls with government officials. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10049015 | BeginningOfYearBalance |
| Contributions | 3511925 | Contributions |
| Investment Earnings Or Losses | 376079 | InvestmentEarningsOrLosses |
| Other Expenditures | 4741119 | OtherExpenditures |
| Administrative Expenses | 13765 | AdministrativeExpenses |
| End Of Year Balance | 9182135 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9500522 | BeginningOfYearBalance |
| Contributions | 2359587 | Contributions |
| Investment Earnings Or Losses | 123284 | InvestmentEarningsOrLosses |
| Other Expenditures | 1908861 | OtherExpenditures |
| Administrative Expenses | 25517 | AdministrativeExpenses |
| End Of Year Balance | 10049015 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8897314 | BeginningOfYearBalance |
| Contributions | 498398 | Contributions |
| Investment Earnings Or Losses | 450835 | InvestmentEarningsOrLosses |
| Other Expenditures | 322474 | OtherExpenditures |
| Administrative Expenses | 23551 | AdministrativeExpenses |
| End Of Year Balance | 9500522 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8127554 | BeginningOfYearBalance |
| Contributions | 850413 | Contributions |
| Investment Earnings Or Losses | 475592 | InvestmentEarningsOrLosses |
| Other Expenditures | 539718 | OtherExpenditures |
| Administrative Expenses | 16527 | AdministrativeExpenses |
| End Of Year Balance | 8897314 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7835362 | BeginningOfYearBalance |
| Contributions | 410849 | Contributions |
| Investment Earnings Or Losses | 127726 | InvestmentEarningsOrLosses |
| Other Expenditures | 230086 | OtherExpenditures |
| Administrative Expenses | 16297 | AdministrativeExpenses |
| End Of Year Balance | 8127554 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.44629 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.45596 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.09775 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 34500 | OtherCostOrOtherBasis |
| Book Value | 34500 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 5407196 | OtherCostOrOtherBasis |
| Depreciation | 1644255 | Depreciation |
| Book Value | 3762941 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 6895881 | OtherCostOrOtherBasis |
| Depreciation | 5045701 | Depreciation |
| Book Value | 1850180 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 20022 | OtherCostOrOtherBasis |
| Depreciation | 14622 | Depreciation |
| Book Value | 5400 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5653021 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CAPITAL LEASE OBLIGATIONS | $42,352 |
| FAIR VALUE OF INTEREST RATE SWAP | $447,752 |
| LIABILITY UNDER SPLIT-INTEREST AGREEMENTS | $1,070,527 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1560631 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 38182101 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 448297 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 2740896 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 3189193 | RevenueNotRptdF990 |
| Revenue Subtotal | 34992908 | RevenueSubtotal |
| Investment Expenses Not Included | 13765 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 125432 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 139197 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 35132105 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 38633838 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 2746896 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 2746896 | ExpensesNotRptdF990 |
| Expenses Subtotal | 35886942 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 13765 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 58410 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 72175 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 35959117 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Intended Uses of Endowment Funds | Schedule D, Part V, Line 4 | Endowment funds are invested for the long term benefit of the organization. Income derived from those funds are transferred to operations on an annual basis according to the Board approved spending policy to support operations and/or specific program objectives. |
| Supplemental Description - Other | Schedule D, Part XI, Line 4b | Change in actuarial value of split interest agreements: 76,333 Change in value of interest rate swap: (9,311) Amortization Of Split Interest Agreements: 58,410 _______ 125,432 |
| Supplemental Description - Other | Schedule D, Part XII, Line 4b | Amortization of split interest agreements: $58,410 |
| FIN 48 | SCHEDULE D, PART X, LINE 2 | The association follows the provisions of ASC 740, Income Taxes. As required by ASC 740-10, the Association recognizes the financial statement benefit of a tax position only after determining that the relevant tax authority would more likely than not sustain the position following an audit. For tax positions meeting the more-likely-than-not threshold, the amount recognized in the financial statements is the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement with the relevant tax authority. The Association has applied ASC 740 to all tax positions for which the statute of limitations remained open and determined there were no material unrecognized tax benefits. The Association is no longer subject to U.S. federal tax examinations by taxing authorities for years before 2010. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Student grants and awards | TypeOfGrant |
| Number Of Recipients | 2047 | NumberOfRecipients |
| Amount Of Cash Grant | 6146844 | AmountOfCashGrant |
| Description Of Non Cash Assistance | STDNT LIVING/TRAVEL | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Use of Grant Funds Inside U.S. | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | Participants go through an application and selection process where eligibility to participate is determined based on SCA and partner criteria. All application and eligibility documents are maintained in a participant file. Grant and award amounts are paid out and tracked through a third party pay system in accordance with the agreement between SCA and the funding agency. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dale Penny | ||||||||||||||
| President and CEO | 225439 | 0 | 0 | 0 | 1176 | 0 | 6900 | 0 | 15751 | 0 | 249266 | 0 | 0 | 0 |
| Valerie Bailey | ||||||||||||||
| Executive VP | 136201 | 0 | 0 | 0 | 616 | 0 | 4260 | 0 | 11555 | 0 | 152632 | 0 | 0 | 0 |
| Richard Seaman | ||||||||||||||
| CFO | 128528 | 0 | 0 | 0 | 2402 | 0 | 4200 | 0 | 17599 | 0 | 152729 | 0 | 0 | 0 |
| Steven Nolan | ||||||||||||||
| Senior VP Business Development | 140057 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 17991 | 0 | 158048 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Housing allowance or residence for personal use | Schedule J, Part I, Line 1a | In 2012, the CEO was relocated to the newly designated headquarters in Arlington, Virginia. For the first eight months after relocation, the organization required the CEO to work out of the New Hampshire office for one week each month. The organization provided an apartment in New Hampshire for the sole use of the CEO during those weeks in lieu of hotel and restaurant expenses. Rental of the apartment is considered for business purposes and not a personal benefit to the CEO, therefore it was not treated as taxable income to the CEO. |
| Written Policy regarding payment or Reimbursement. | Schedule J, Part I, Line 1B | The benefits were determined by the VP of Human Resources with input and recommendations by the CFO and the Executive VP, with final approval by the Executive Committee of the Board of Directors. |
| Severance Payments | Schedule J, Part I, Line 4a | Kimberly Henning, VP of Human Resources, was terminated on 5/10/2012 and received the following severance payments during FYE 3/31/2013: 2012 2013 30 days Cash in lieu of notice: $14,423 Severance: $76,923 $12,019 Professional Outplacement Services: $5,020 $1,292 David Evancich, Senior VP for Advancement, was terminated on 11/16/2012, and received the following severance payments during FYE 3/31/2013: 2012 2013 30 days Cash in lieu of notice: $10,150 Severance: $10,150 $20,300 |
| Supplemental nonqualified retirement plans | Schedule J, Part I, Line 4b | Dale Penny, CEO, participates in a deferred compensation plan. There were no contributions made to this plan during the fiscal year ended 03/31/2013. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Business Finance Authority of the State of NH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 521304598 | IssuerEIN |
| CUSIP Number | 64468KBE5 | CUSIPNumber |
| Date Issued | 2007-10-30 | DateIssued |
| Issue Price | 2600000 | IssuePrice |
| Description Of Purpose | Building renovation/expansion | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 400000 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 2600000 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 92733 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 2507267 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Year Of Subst Completion | 2008 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Bond Iss Meet Prvt Security Pay Test | false | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedProp |
| Remedial Action Taken | false | RemedialActionTaken |
| Non Qualified Bond Remed Procdrs | false | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiled |
| Exception To Rebate | true | ExceptionToRebate |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | true | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RBS Citizens | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 20.5 | TermOfHedge |
| Superintegrated Hedge | false | SuperintegratedHedge |
| Hedge Terminated | false | HedgeTerminated |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Written Proc To Monitor Reqs | true | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | false | ProcToUndertkCorrectiveAction |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 42353 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Cost of item | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 35 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 116593 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Stock price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Paper | 1 | 9131 | Cost Of Item |
| X | Electronic equipment (cameras and laptops) | 1 | 6600 | Cost of item |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Number of Voting Board Members | Part I, Line 3 | The number of voting board members as listed on Form 990, Part VII (28) differs from the number on page 1, Line 3 (27) due to the following: The following directors began their terms during the tax year: 1) Claire Caudill 2) Ernest C. Wong The following director completed his term during the tax year: 1) Blaine Harding |
| Form 990 Review Process | Form 990, Part VI, Line 11b | The Form 990 will be provided to all voting members of the Board before filing. The return is prepared from information provided by Management and is reviewed by Management and tax advisors from a national accounting firm. Review will also be conducted by the Executive Committee of the Board and legal counsel. |
| Conflict of Interest Policy Monitoring & Enforcement | Form 990, Part VI, Line 12c | All officers, directors and management staff are required to complete an annual conflict of interest statement. The CEO reviews all employee statements and the Board Chair reviews those for the directors. After disclosure of the material facts as to both the interest and the transaction, the Chairman of the Board or President (as applicable) will determine whether the transaction requires authorization by the Board of Directors or is in the ordinary course of business. Directors involved in a potential conflict of interest may not vote on such transaction. |
| Process for Determining Compensation | Form 990, Part VI, Line 15a | Chief of Staff compiles data and information from independent persons and comparability data. Results are forwarded to counsel for review. Counsel recommends compensation to Executive Committee of Board, which then decides and approves compensation amount. This process is performed annually and documented in the minutes. |
| Process for Determining Compensation | Form 990, Part VI, Line 15b | As with the CEO, the Chief of Staff compiles information from independent persons and comparability data. Compensation amounts are reviewed annually by the Chief of Staff and approved by the CEO. Documentation is internal by Chief of Staff and the Human Resources department. |
| How Documents are Made Available to the Public | Form 990, Part VI, Line 19 | Financial statements are published on organization's website. Governing documents and conflict of interest policy are available upon request. |
| Other Changes in Net Assets or Fund Balances | Form 990, Part XI, Line 9: | Change in actuarial value of split-interest agreements: (76,333) Change in value of interest rate swap agreement: 9,311 __________ (67,022) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable Remainder Unitrust | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | Trust | PrimaryActivity |
| Legal Domicile State | MA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | T | TypeOfEntity |
| Controlled Org | true | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |