CONSUMER REPORTS INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CONSUMER REPORTS INC (EIN 13-1776434)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2014-01-30
- IRS object ID
- 201440309349300114
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-30T09:26:32-06:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131776434 | EIN |
Name Name
| 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 Name | % MR MICHAEL MARTIN CPA | InCareOfName |
| Name Control | CONS | NameControl |
| Phone | 9143782000 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES A GUEST | Name |
| Title | PRESIDENT AND CEO | Title |
| Phone | 9143782000 | Phone |
| Date Signed | 2014-01-24 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KPMG LLP | Name |
| Phone | 2127589700 | 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 | JAMES A GUEST | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 311713754 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CONSUMERREPORTS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1936 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO WORK FOR A FAIR, JUST AND SAFE MARKETPLACE FOR ALL CONSUMERS AND TO EMPOWER CONSUMERS TO PROTECT THEMSELVES. . | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 736 | TotalNbrEmployees |
| Total Nbr Volunteers | 18 | TotalNbrVolunteers |
| Total Gross UBI | 1470446 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 465359 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 22294281 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 25458990 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 230362907 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 233148459 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8476056 | InvestmentIncomePriorYear |
| Investment Income Current Year | -981487 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2135106 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1665763 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 263268350 | TotalRevenuePriorYear |
| Total Revenue Current Year | 259291725 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 799459 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 530269 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 96900339 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 92084495 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 234439 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 112969 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 9320748 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 167338317 | OtherExpensePriorYear |
| Other Expenses Current Year | 162827676 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 265272554 | TotalExpensesPriorYear |
| Total Expenses Current Year | 255555409 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2004204 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3736316 | RevenuesLessExpensesCY |
| Total Assets BOY | 335920076 | TotalAssetsBOY |
| Total Assets EOY | 381407574 | TotalAssetsEOY |
| Total Liabilities BOY | 274698247 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 261569862 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 61221829 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 119837712 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 217898688 | Expense |
| Grants | 530269 | Grants |
| Revenue | 233148459 | Revenue |
| Description | CONSUMER INFORMATION, PRODUCT INFORMATION, EDUCATION AND GRANTS. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. | Description |
| Total Program Service Expense | 217898688 | 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 | false | 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 | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | 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 | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 347 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 736 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| 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 | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | 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 | true | 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 | true | 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 | DC | 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 | 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 | MR MICHAEL MARTIN CPA | NamePerson |
| Telephone Number | 9143782000 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| DIANE ARCHER | |||||||||
| SECRETARY | 2.0 | X | |||||||
| MARCIA ARONOFF | |||||||||
| DIRECTOR | 2.0 | X | |||||||
| ROBERT E BAENSCH | |||||||||
| DIRECTOR | 2.0 | X | |||||||
| DEBORAH COWAN | |||||||||
| DIRECTOR FROM OCTOBER 2012 | 2.0 | X | |||||||
| WALTER BRISTOL | |||||||||
| CHAIR | 2.0 | X | |||||||
| BARBARA FRIEDMAN | |||||||||
| DIRECTOR | 2.0 | X | |||||||
| STEVEN R HILL | |||||||||
| TREASURER | 2.0 | X | |||||||
| ANTHONY B ITON | |||||||||
| DIRECTOR | 2.0 | X | |||||||
| CAROL IZUMI | |||||||||
| DIRECTOR | 2.0 | X | |||||||
| ANNETTE LOVOI | |||||||||
| DIRECTOR | 2.0 | X | |||||||
| CRAIG NEWMARK | |||||||||
| DIRECTOR | 2.0 | X | |||||||
| HEATHER C MCGHEE | |||||||||
| DIRECTOR | 2.0 | X | |||||||
| ED MIERZWINSKI | |||||||||
| DIRECTOR | 2.0 | X | |||||||
| WILLARD P OGBURN | |||||||||
| DIRECTOR | 2.0 | X | |||||||
| MARTIN SCHNEIDER | |||||||||
| DIRECTOR | 2.0 | X | |||||||
| MICAH SIFRY | |||||||||
| DIRECTOR | 2.0 | X | |||||||
| THOMAS C VOICE | |||||||||
| DIRECTOR | 2.0 | X | |||||||
| THOMAS WATHEN | |||||||||
| VICE CHAIR | 2.0 | X | |||||||
| JAMES A GUEST | |||||||||
| PRESIDENT AND CEO | 40.0 | X | 581053 | 0 | 77984 | ||||
| LAURENCE BUNIN | |||||||||
| CHIEF OPERATING OFFICER | 40.0 | X | 459988 | 0 | 33146 | ||||
| RICHARD GANNON | |||||||||
| VP AND CFO | 40.0 | X | 398306 | 0 | 72891 | ||||
| RAHUL BELANI | |||||||||
| VP AND CIO | 40.0 | 363632 | 0 | 65251 | X | ||||
| LIAM MCCORMACK | |||||||||
| VP TECHNICAL DIRECTOR | 40.0 | 334030 | 0 | 60278 | X | ||||
| MICHAEL D'ALESSANDRO | |||||||||
| VP AND CHIEF OF STAFF | 40.0 | 280691 | 0 | 57655 | X | ||||
| LINDA TEPEDINO | |||||||||
| VP HUMAN RESOURCES | 40.0 | 278855 | 0 | 58290 | X | ||||
| CHRISTOPHER MEYER | |||||||||
| VP EXTERNAL AFFAIRS | 40.0 | 268512 | 0 | 59055 | X | ||||
| KEVIN MCKEAN | |||||||||
| VP EDITORIAL DIR. | 40.0 | 369127 | 0 | 61817 | X | ||||
| EILEEN HERSHENOV | |||||||||
| VP GENERAL COUNSEL | 40.0 | 319525 | 0 | 73114 | X | ||||
| PAIGE AMIDON LITMAN | |||||||||
| VP HEALTH | 40.0 | 313441 | 0 | 57385 | X | ||||
| DAVID CHAMPION | |||||||||
| DEPUTY TECH DIR, ATC | 40.0 | 311297 | 0 | 46394 | X | ||||
| SHERRY BROWN | |||||||||
| MGR OF FINANCIAL OPERATIONS | 40.0 | 312953 | 0 | 43195 | X | ||||
| JOHN SATEJA | |||||||||
| EXECUTIVE VP | 40.0 | 215738 | 0 | 17000 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4807148 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 783455 | TotalOtherCompensation |
| Number Individuals GT100 K | 297 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| GOOGLE INC | |||||
| 1600 AMPHITHEATRE PARKWAY | MOUNTAIN VIEW | CA | 94043 | SEARCH ENGINE MARKET | 8575900 |
| COMMUNICATION DATA SERVICES | |||||
| 1901 BELL AVENUE | DES MOINES | IA | 50315 | FULFILLMENT SERVICES | 8033657 |
| BROWN PRINTING | |||||
| 2300 BROWN AVENUE | WASECA | MN | 56093 | PRINTING | 4313692 |
| QUAD GRAPHICS | |||||
| N61 W23044 HARRYS WAY | SUSSEX | WI | 53089 | PRINTING | 2734723 |
| INVITE MEDIA | |||||
| 1600 AMPHITHEATRE PARKWAY | MOUNTAIN VIEW | CA | 94043 | PROMOTION SERVICES | 2673266 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 137 | NumberOfContractorsGT100K |
| All Other Contributions | 25458990 | AllOtherContributions |
| Noncash Contributions | 54267 | NoncashContributions |
| Total Contributions | 25458990 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| SUBSCRIPTION, NEWSSTAND & OTHER | 511120 | 136790175 | 136790175 | |
| ONLINE SUBSCRIPTION SALES | 519100 | 95743094 | 94272648 | 1470446 |
| TESTING REVENUE | 541380 | 615190 | 615190 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 233148459 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 178572 | TotalRevenueColumn |
| Exclusion | $178,572 | 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 | 1646872 | TotalRevenueColumn |
| Exclusion | $1,646,872 | ExclusionAmount |
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 | 51261970 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 52422029 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -1160059 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1160059 | TotalRevenueColumn |
| Exclusion | -$1,160,059 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CY PRESS AWARD | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 18891 | TotalRevenueColumn |
| Exclusion | $18,891 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 18891 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 259291725 | TotalRevenueColumn |
| Related Or Exempt Function Income | 231678013 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1470446 | UnrelatedBusinessRevenue |
| Exclusion | $684,276 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 485269 | Total |
| Program Services | 485269 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45000 | Total |
| Program Services | 45000 | ProgramServices |
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 | 4145897 | Total |
| Program Services | 2229289 | ProgramServices |
| Management And General | 1916608 | ManagementAndGeneral |
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 | 61510025 | Total |
| Program Services | 51325558 | ProgramServices |
| Management And General | 8637745 | ManagementAndGeneral |
| Fundraising | 1546722 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10402996 | Total |
| Program Services | 8770660 | ProgramServices |
| Management And General | 1363504 | ManagementAndGeneral |
| Fundraising | 268832 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11107857 | Total |
| Program Services | 9376990 | ProgramServices |
| Management And General | 1444029 | ManagementAndGeneral |
| Fundraising | 286838 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4917720 | Total |
| Program Services | 4133993 | ProgramServices |
| Management And General | 657096 | ManagementAndGeneral |
| Fundraising | 126631 | 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 | 937522 | Total |
| Program Services | 39519 | ProgramServices |
| Management And General | 881549 | ManagementAndGeneral |
| Fundraising | 16454 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 485125 | Total |
| Program Services | 23834 | ProgramServices |
| Management And General | 461291 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114016 | Total |
| Program Services | 114016 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112969 | Total |
| Fundraising | 112969 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 516495 | Total |
| Management And General | 516495 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10060433 | Total |
| Program Services | 8918494 | ProgramServices |
| Management And General | 1024207 | ManagementAndGeneral |
| Fundraising | 117732 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38654265 | Total |
| Program Services | 38042842 | ProgramServices |
| Management And General | 32567 | ManagementAndGeneral |
| Fundraising | 578856 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1278378 | Total |
| Program Services | 562092 | ProgramServices |
| Management And General | 709166 | ManagementAndGeneral |
| Fundraising | 7120 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1409600 | Total |
| Program Services | 733837 | ProgramServices |
| Management And General | 675763 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118010 | Total |
| Program Services | 118010 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2830092 | Total |
| Program Services | 959678 | ProgramServices |
| Management And General | 1870414 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1192339 | Total |
| Program Services | 939061 | ProgramServices |
| Management And General | 225029 | ManagementAndGeneral |
| Fundraising | 28249 | 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 | 274244 | Total |
| Program Services | 213161 | ProgramServices |
| Management And General | 57598 | ManagementAndGeneral |
| Fundraising | 3485 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1477233 | Total |
| Management And General | 1477233 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10595296 | Total |
| Program Services | 6864619 | ProgramServices |
| Management And General | 3725437 | ManagementAndGeneral |
| Fundraising | 5240 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1014326 | Total |
| Management And General | 1014326 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| POSTAGE AND SHIPPING | 36017120 | 32875764 | 102795 | 3038561 |
| PRINTING AND PUBLICATION | 27519850 | 25732136 | 65177 | 1722537 |
| ORDER PROCESSING | 16401103 | 14518175 | 524367 | 1358561 |
| PRODUCT TESTING | 4063315 | 4063315 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7868914 | Total |
| Program Services | 6813376 | ProgramServices |
| Management And General | 953577 | ManagementAndGeneral |
| Fundraising | 101961 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 255555409 | Total |
| Program Services | 217898688 | ProgramServices |
| Management And General | 28335973 | ManagementAndGeneral |
| Fundraising | 9320748 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 646881 | BOY |
| EOY | 469679 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7338698 | BOY |
| EOY | 20802192 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4777330 | BOY |
| EOY | 4236644 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7030749 | BOY |
| EOY | 5972407 | 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 | 4545978 | BOY |
| EOY | 4094081 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34933298 | BOY |
| EOY | 30208621 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 137237684 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 77854790 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61877231 | BOY |
| EOY | 59382894 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 211504883 | BOY |
| EOY | 252884718 | 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 | 3265028 | BOY |
| EOY | 3356338 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 335920076 | BOY |
| EOY | 381407574 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17757687 | BOY |
| EOY | 19398347 | 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 | 147565415 | BOY |
| EOY | 149635221 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46175000 | BOY |
| EOY | 45000000 | 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 | 0 | BOY |
| EOY | 0 | 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 | 63200145 | BOY |
| EOY | 47536294 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 274698247 | BOY |
| EOY | 261569862 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55125154 | BOY |
| EOY | 112775094 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6096675 | BOY |
| EOY | 7062618 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61221829 | BOY |
| EOY | 119837712 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 335920076 | BOY |
| EOY | 381407574 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3736316 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 32841152 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 22038415 | 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 Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18756084 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17433629 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20068201 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22294281 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25458990 | CurrentTaxYear |
| Total | 104011185 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 225742828 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 220602270 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 228010433 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 230362907 | CurrentTaxYearMinus1Year |
| Current Tax Year | 233148459 | CurrentTaxYear |
| Total | 1137866897 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 244498912 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 238035899 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 248078634 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 252657188 | CurrentTaxYearMinus1Year |
| Current Tax Year | 258607449 | CurrentTaxYear |
| Total | 1241878082 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25500 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 39737 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 55411 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20000 | CurrentTaxYear |
| Total | 140648 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25500 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 39737 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 55411 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20000 | CurrentTaxYear |
| Total | 140648 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 1241737434 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6574790 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4602500 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4280928 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3389184 | CurrentTaxYearMinus1Year |
| Current Tax Year | 178572 | CurrentTaxYear |
| Total | 19025974 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6574790 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4602500 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4280928 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3389184 | CurrentTaxYearMinus1Year |
| Current Tax Year | 178572 | CurrentTaxYear |
| Total | 19025974 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 130487 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 125396 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 465115 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 403739 | CurrentTaxYearMinus1Year |
| Current Tax Year | 465359 | CurrentTaxYear |
| Total | 1590096 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 670126 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -1187597 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1000000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 554999 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18891 | CurrentTaxYear |
| Total | 1056419 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 251874315 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 241576198 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 253824677 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 257005110 | CurrentTaxYearMinus1Year |
| Current Tax Year | 259270271 | CurrentTaxYear |
| Total | 1263550571 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98274 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97774 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01506 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02091 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 | true | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | true | MailingsMembers |
| Mailings Members | $141,940 | MailingsMembersAmount |
| Publications Or Broadcast | true | PublicationsOrBroadcast |
| Publications Or Broadcast | $115,705 | PublicationsOrBroadcastAmount |
| Grants Other Organizations | true | GrantsOtherOrganizations |
| Grants Other Organizations | $14,050 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $455,923 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | true | RalliesDemonstrations |
| Rallies Demonstrations | $72,322 | RalliesDemonstrationsAmount |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 799940 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE C, PART II-B | Identifier |
| 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 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. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Current Year Minus4 Years | CurrentYearMinus4Years |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11935255 | OtherCostOrOtherBasis |
| Book Value | 11935255 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 65177318 | OtherCostOrOtherBasis |
| Depreciation | 32147052 | Depreciation |
| Book Value | 33030266 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 231590 | OtherCostOrOtherBasis |
| Depreciation | 130656 | Depreciation |
| Book Value | 100934 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13413869 | OtherCostOrOtherBasis |
| Depreciation | 10423859 | Depreciation |
| Book Value | 2990010 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 46479652 | OtherCostOrOtherBasis |
| Depreciation | 35153223 | Depreciation |
| Book Value | 11326429 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 59382894 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 22378 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (7 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CHARITABLE GIFT ANNUITY | $9,578,736 |
| OTHER LIABILITY | $189,779 |
| DEFERRED RENT | $117,715 |
| PENSION LIABILITY | $28,334,956 |
| LIABILITY DERIVATIVE INSTRUMEN | $6,419,894 |
| LIFETIME SUBSCRIBER LIABILITY | $1,619,000 |
| CRUT LIABILITY | $1,253,836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 47536294 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 313710000 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 32841152 | NetUnrealizedGainsInvestments |
| Other Revenues | 22072568 | OtherRevenues |
| Revenue Not Rptd F990 | 54913720 | RevenueNotRptdF990 |
| Revenue Subtotal | 258796280 | RevenueSubtotal |
| Investment Expenses Not Included | 495212 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 233 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 495445 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 259291725 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 255088000 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 28470 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 28470 | ExpensesNotRptdF990 |
| Expenses Subtotal | 255059530 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 495212 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 667 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 495879 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 255555409 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RECONCILIATION OF REVENUE | SCHEDULE D, PART XI, LINE 2D | CONSUMERS UNION ACTION FUND, INC. ................$ 34,481 UNREALIZED GAIN ON INTEREST RATE SWAP ............$ 2,516,120 PENSION RELATED CHANGES ..........................$ 19,465,502 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT ......$ 56,465 ----------- TOTAL ............................................$ 22,072,568 =========== PART XI, LINE 4B - OTHER ROUNDING ...............................................$ 233 === |
| RECONCILIATION OF EXPENSES | SCHEDULE D, PART XII, LINE 2B | EXPENSES OR RELATED ENTITY - CONSUMERS UNION ACTION FUND, INC. ...................$ 28,445 EXPENSES OF RELATED ENTITY - TRUMAN AVENUE FOUNDATION, INC .......................$ 25 ------- TOTAL ...............................................$ 28,470 ======= PART XII, LINE 4B - OTHER ROUNDING ............................................$ 667 ======= |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | Grantmaking | Publication and inform | 45000 |
| Europe (Including Iceland and Greenland) | Program Services | Publication Info | 1546940 |
| North America | Program Services | Publication Info | 1473215 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 3065155 | SubtotalAmountSpent |
| Total Amount Spent | 3065155 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe (Including Iceland and Greenland) | Region |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrant |
| Amount Of Cash Grant | 45000 | AmountOfCashGrant |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursement |
| Method Of Valuation | ACCRUAL | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 1 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
Grants To Ind Outside US GrantsToIndOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | Al Consumidor, A.C | TypeOfAssistance |
| Region | North America | Region |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MONITORING GRANT FUNDS | 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 | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | Donor Services Group | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ATTN LISA DRANE | AddressLine1 |
| Address Line2 | 6715 SUNSET BOULEVARD | AddressLine2 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90028 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELE MARKETING | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 184156 | GrossReceipts |
| Amount Retained By Contractor | 112969 | AmountRetainedByContractor |
| Net To Organization | 71187 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 184156 | TotalGrossReceipts |
| Total Retained By Contractors | 112969 | TotalRetainedByContractors |
| Total Net To Organization | 71187 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Asian & Pacific Islander American Health Reform | ||||||||
| 450 Sutter Street Suite 600 | San Francisco | CA | 94108 | 943030866 | 501(C)(3) | 10000 | Support work on health system reform. CONSUMER ORGANIZATION DEVELOPMENT PROGRAM. | |
| TIDES CENTER | ||||||||
| PRESIDIO BLDG 1014 | SAN FRANCISCO | CA | 94129 | 943213100 | 501(C)(3) | 10000 | State and local grants program for US consumer org AND LOCAL ROUNDTABLE MEETING AT ANNUAL CONSUMER ASSEMBLY CONFERENCE. | TOMEY AVE AT LINCOLN BLVD |
| Consumer Federation of America | ||||||||
| 1424 16th Strret NW Suite 604 | Washington | DC | 20036 | 161774332 | 501(C)(3) | 35000 | State and local grants program for US consumer org REGARDING IDENTITY THEFT AND FINANCIAL PRIVACY ISSUES. | SUITE 650 |
| CALIFORNIA PAN-ETHNIC HEALTH NETWORK | ||||||||
| 654 THIRTEENTH STREET | OAKLAND | CA | 94612 | 520880625 | 501(C)(3) | 223000 | SUPPORT HEALTH COALITION. | |
| HEALTH ACCESS FOUNDATION | ||||||||
| 414 13TH STREET | OAKLAND | CA | 94612 | 131945149 | 501(C)(3) | 190469 | SUPPORT FOR HEALTHCARE COALITION. | SUITE 450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 5 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CRITERIA FOR SELECTING PROJECTS FOR FUNDING | 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. |
| MONITORING GRANT FUNDS | 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) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| 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 | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES A GUEST | ||||||||||||||
| PRESIDENT AND CEO | 552960 | 0 | 0 | 0 | 28093 | 0 | 42000 | 0 | 35984 | 0 | 659037 | 0 | 0 | 0 |
| LAURENCE BUNIN | ||||||||||||||
| CHIEF OPERATING OFFICER | 407325 | 0 | 50863 | 0 | 1800 | 0 | 22454 | 0 | 10692 | 0 | 493134 | 0 | 0 | 0 |
| RICHARD GANNON | ||||||||||||||
| VP AND CFO | 380908 | 0 | 7500 | 0 | 9898 | 0 | 38527 | 0 | 34364 | 0 | 471197 | 0 | 0 | 0 |
| KEVIN MCKEAN | ||||||||||||||
| VP EDITORIAL DIR. | 235645 | 0 | 0 | 0 | 133482 | 0 | 28242 | 0 | 33575 | 0 | 430944 | 0 | 0 | 0 |
| RAHUL BELANI | ||||||||||||||
| VP AND CIO | 342191 | 0 | 8500 | 0 | 12941 | 0 | 34267 | 0 | 30984 | 0 | 428883 | 0 | 0 | 0 |
| LIAM MCCORMACK | ||||||||||||||
| VP TECHNICAL DIRECTOR | 323465 | 0 | 7500 | 0 | 3065 | 0 | 29294 | 0 | 30984 | 0 | 394308 | 0 | 0 | 0 |
| EILEEN HERSHENOV | ||||||||||||||
| VP GENERAL COUNSEL | 305857 | 0 | 5000 | 0 | 8668 | 0 | 32131 | 0 | 40983 | 0 | 392639 | 0 | 0 | 0 |
| PAIGE AMIDON LITMAN | ||||||||||||||
| VP HEALTH | 260973 | 0 | 5000 | 0 | 47468 | 0 | 26401 | 0 | 30984 | 0 | 370826 | 0 | 0 | 0 |
| DAVID CHAMPION | ||||||||||||||
| DEPUTY TECH DIR, ATC | 158363 | 0 | 0 | 0 | 152934 | 0 | 16036 | 0 | 30358 | 0 | 357691 | 0 | 0 | 0 |
| SHERRY BROWN | ||||||||||||||
| MGR OF FINANCIAL OPERATIONS | 97577 | 0 | 0 | 0 | 215376 | 0 | 10169 | 0 | 33026 | 0 | 356148 | 0 | 0 | 0 |
| MICHAEL D'ALESSANDRO | ||||||||||||||
| VP AND CHIEF OF STAFF | 268809 | 0 | 4000 | 0 | 7882 | 0 | 27506 | 0 | 30149 | 0 | 338346 | 0 | 0 | 0 |
| LINDA TEPEDINO | ||||||||||||||
| VP HUMAN RESOURCES | 272310 | 0 | 4000 | 0 | 2545 | 0 | 26712 | 0 | 31578 | 0 | 337145 | 0 | 0 | 0 |
| CHRISTOPHER MEYER | ||||||||||||||
| VP EXTERNAL AFFAIRS | 260629 | 0 | 5000 | 0 | 2883 | 0 | 26511 | 0 | 32544 | 0 | 327567 | 0 | 0 | 0 |
| JOHN SATEJA | ||||||||||||||
| EXECUTIVE VP | 0 | 0 | 0 | 0 | 215738 | 0 | 17000 | 0 | 0 | 0 | 232738 | 0 | 1416 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| SEVERANCE PAYMENTS AND UNQUALIFIED PLAN BENEFITS | SEVERANCE PAYMENTS: KEVIN MCKEAN - $102,500 DAVID CHAMPION - $136,977 SHERRY BROWN - $140,895 JOHN SATEJA - $214,322 PARTICIPATION IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN - DEFERRED COMPENSATION JAMES GUEST - $17,000 RICHARD GANON - $13,527 KEVIN MCKEAN - $7,617 EILEEN HERSHENOV - $7,131 PAIGE AMIDON LITMAN - $1,401 LIAM MCCORMACK - $4,294 MICHAEL D'ALESSANDRO - $2,506 LINDA TEPEDINO - $1,712 CHRISTOPHER MEYER - $1,511 RAHUL BELANI - $9,267 JOHN SATEJA - $17,000 |
| PART I, LINE 7 | Sched. J Column B (ii) Bonus & Incentive Compensation Contractual Discretionary Bonus (Merit) LAURENCE BUNIN $50,863 $50,863 $0 RICHARD GANNON $7,500 $7,500 EILEEN HERSHENOV $5,000 $5,000 PAIGE AMIDON LITMAN $5,000 $5,000 LIAM MCCORMACK $7,500 $7,500 MICHAEL D'ALSSANDRO $4,000 $4,000 LINDA TEPEDINO $4,000 $4,000 CHRISTOPHER MEYER $5,000 $5,000 RAHUL BELANI $8,500 $8,500 |
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 | CITY OF YONKERS INDUSTRIAL DEVELOPMENT AGENCY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 131776434 | IssuerEIN |
| CUSIP Number | 986083BN2 | CUSIPNumber |
| Date Issued | 2005-12-22 | DateIssued |
| Issue Price | 47300000 | IssuePrice |
| Description Of Purpose | MULTI-MODAL CIVIC FACILITY REVENUE | 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 | 0 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 47449398 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 2254188 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 10000000 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Year Of Subst Completion | 2006 | YearOfSubstCompletion |
| Current Refunding | true | 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 | PrcntgePrvtBusinessUseByOthers |
| 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 |
| 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 | MORGAN STANLEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 30.5 | 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 | false | 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 | |
| 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 | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 54267 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | 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 | |
| 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 (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | 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 5/31/13 INCLUDE CONSUMER REPORTS MAGAZINE 3,819,734; CONSUMER REPORTS ON HEALTH 644,319; CR ONLINE 3,238,623; CONSUMER REPORTS MONEY ADVISER 157,414; AUTO PREMIUM 127,222; AND SHOP SMART 307,860. 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 5/31/13, Consumers Union of US Inc. conducted tests and evaluations on more than 3500 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 WEB SITES 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) SPANISH LANGUAGE CONSUMER EDUCATION MATERIALS, AT (CONSUMERSUNION.ORG/ESPANOL), (HTTP://ESPANOL.CONSUMERREPORTS.ORG /CUESPANOL) 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 (HTTP://WWW.CONSUMERREPORTS.ORG/HEALTH/HOME.HTM) CONTINUES TO EXPAND ITS RATINGS OF HOSPITALS, DOCTORS, HEALTH INSURANCE, DRUGS AND TREATMENTS TO PROVIDE THE BEST COMPARATIVE DATA ON HEALTH CARE. THE CENTER PARTNERED WITH THE SOCIETY FOR THORACIC SURGEONS TO RELEASE CLINICAL QUALITY MEASURES AND IS EXPLORING FURTHER OPPORTUNITIES TO PARTNER WITH REGIONAL HEALTH IMPROVEMENT COLLABORATIVE TO DEVELOP AND DISSEMINATE DATA WITH THE INTENT OF PROVIDING CONSUMERS IMPORTANT INFORMATION AND USING THE MEASURES TO IMPROVE THE QUALITY OF CARE. THE RATINGS CENTER HAS RECENTLY PARTNERED WITH THE ABIM FOUNDATION IN A CAMPAIGN CALLED CHOOSING WISELY TO EDUCATE PHYSICIANS AND CONSUMERS ABOUT TESTS AND TREATMENTS THAT ARE COMMONLY OVERUSED. IT HAS ALSO PARTNERED WITH THE AMERICAN COLLEGE OF PHYSICIANS IN A CAMPAIGN CALLED HIGH VALUE CARE THAT 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. . BEST BUY DRUGS (BBD) CONSUMER REPORTS RECENTLY PUBLISHED SEVERAL UPDATED BEST BUY DRUGS REPORTS, INCLUDING ONE ON DRUGS TO TREAT DIABETES; ANOTHER ON ANTIPLATELETS TO HELP AVOID HEART ATTACK, AND STROKES, AND ONE ON USING ANTICONVULSANT MEDICATION TO TREAT FIBROMYALGIA, IN ADDITION TO ARTICLES ON DRUG SAFETY AND "OFF-LABEL" USE. BBD IS DEVELOPING NEW PARTNERSHIPS IN AN EFFORT TO REACH WIDER RANGE OF CONSUMER AUDIENCES - FOR EXAMPLE, VIA PARTNERSHIPS WITH COMMUNITY PHARMACISTS, AND ANOTHER WITH LARGE-SCALE RETAIL STORES. ALL BBD REPORTS ARE TRANSLATED INTO SPANISH. . CONSUMERS UNION AFFORDABLE HEALTH CARE ACT GUIDE CONSUMERS UNION'S 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 OVER 1.25 MILLION HARD COPIES OF THE VARIOUS PUBLICATIONS AND SHARED THE INFORMATION ONLINE. HTTP://YOURHEALTHSECURITY.ORG/THE_NEW_LAW. THE GUIDES ARE ALSO AVAILABLE IN SPANISH. SAFETY: THE CONSUMER REPORTS NATIONAL SCHOOL SAFETY COALITION IS A PARTNERSHIP AMONG EDUCATORS, NONPROFITS, GOVERNMENT AGENCIES, AND CAREGIVERS WHO HAVE COME TOGETHER TO SHARE INFORMATION AND FOSTER COLLABORATION TO IMPROVE CHILDREN'S HEALTH AND SAFETY. THE NATIONAL SCHOOL SAFETY COALITION'S MISSION IS TO SHARE ACCESSIBLE AND EASY-TO-UNDERSTAND INFORMATION ABOUT EXISTING AND EMERGING HAZARDS INVOLVING SCHOOL-AGE CHILDREN AND THROUGH INFORMATION-SHARING AND OTHER ACTIVITIES, TO HELP MINIMIZE THESE RISKS. IT SEEKS TO FOSTER COLLABORATION AMONG MEMBERS AND TO ADVANCE IMPROVEMENTS IN CHILDREN'S HEALTH AND SAFETY ON SHARED GOALS. |
| 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, 2013, 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. |
| WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY | FORM 990, PART VI, SECTION B, LINE 14 | THE BOARD APPROVED A RECORD MANAGEMENT POLICY IN OCTOBER 2011. THE EXISTING WRITTEN RECORDS RETENTION AND DESTRUCTION POLICY WAS UPDATED AND APPROVED. |
| 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 INCOMMECTINO 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 2,516,120 PENSION RELATED CHANGES 19,465,502 CHANGE IN VALUE SPLIT INTEREST AGREEMENT 56,465 ROUNDING 328 ----------- OTHER CHANGES IN NET ASSETS OR FUND BALANCES 22,038,415 =========== |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSUMER MEDIA LLC | BusinessNameLine1 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | DE | LegalDomicileState |
| Total Income | 237 | TotalIncome |
| EOY Assets | 39017 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CU | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| CONSUMERS UNION ACTION FUND | ||||||||||
| 101 TRUMAN AVENUE | YONKERS | NY | 10703 | 204780406 | LOBBYING | DE | 501(C)(4) | N/A | CU | true |
| THE TRUMAN AVENUE FOUNDATION INC | ||||||||||
| 101 TRUMAN AVENUE | YONKERS | NY | 10703 | 205665599 | R/E HOLDING | DE | 501(C)(3) | 11 - I | CU | true |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (5) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | Annuity | PrimaryActivity |
| Legal Domicile State | NY | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | Trust | 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 | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| 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 |