CHESAPEAKE BAY FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CHESAPEAKE BAY FOUNDATION INC (EIN 52-6065757)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-12
- IRS object ID
- 201441329349300709
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-12T07:58:22-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521392008 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 650N | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208142930 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526065757 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHESAPEAKE BAY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHES | NameControl |
| Phone | 4102688816 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 HERNDON AVENUE | AddressLine1 |
| City | ANNAPOLIS | City |
| State | MD | State |
| ZIP Code | 214034503 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM C BAKER | Name |
| Title | President | Title |
| Phone | 4102688816 | Phone |
| Date Signed | 2014-05-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3019519090 | 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 | William C Baker | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 HERNDON AVENUE | AddressLine1 |
| City | ANNAPOLIS | City |
| State | MD | State |
| ZIP Code | 214034503 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 45269696 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CBF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1966 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | The Chesapeake Bay Foundation's (CBF) mission is to Save the Bay. See Schedule O. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 242 | TotalNbrEmployees |
| Total Nbr Volunteers | 28817 | TotalNbrVolunteers |
| Total Gross UBI | 2722379 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 2482181 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 30974164 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 26105266 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1318649 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1374776 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3729920 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4624835 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 257870 | OtherRevenuePriorYear |
| Other Revenue Current Year | 141076 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 36280603 | TotalRevenuePriorYear |
| Total Revenue Current Year | 32245953 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 498896 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 595247 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12938374 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13720425 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 158845 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 122648 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2807030 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10296013 | OtherExpensePriorYear |
| Other Expenses Current Year | 9576440 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 23892128 | TotalExpensesPriorYear |
| Total Expenses Current Year | 24014760 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 12388475 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 8231193 | RevenuesLessExpensesCY |
| Total Assets BOY | 89855112 | TotalAssetsBOY |
| Total Assets EOY | 99091011 | TotalAssetsEOY |
| Total Liabilities BOY | 11709117 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10920609 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 78145995 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 88170402 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The Chesapeake Bay Foundation's (CBF) mission, simply stated, is to Save the Bay. See Schedule O for Continuation (page 53) | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5966722 | Expense |
| Revenue | 1032141 | Revenue |
| Description | Education CBF provided over 30,000 students and teachers with field-based, hands-on education programs at 15 centers in VA, MD, PA, and DC; trained almost 400 teachers through 27 professional development immersion courses; engaged 49 principals in environmental leadership courses; and taught leadership skills to a select group of 80 students who were interested in taking action on behalf of the Bay.See Schedule O for Continuation (page 54) | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10256682 | Expense |
| Grants | 595247 | Grants |
| Revenue | 342635 | Revenue |
| Description | Environmental Protection and Restoration (EPR) CBF's top program priorities in FY2013 were supporting and implementing the 2010 federal/state/local plan to reduce water pollution in the Chesapeake Bay and its tributaries by 2025, and defeating efforts to weaken or stop the plan. See Schedule O for Continuation (page 54) | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2995114 | Expense |
| Description | CommunicationsCBF explained the 2010 federal/state plan and defended it from opposition attacks in the press, in digital media, and through the development and distribution of reports and other collateral materials. See Schedule O for Continuation (page 55) | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 19218518 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 138 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 242 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | VI | NameOfForeignCountry |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | 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 | 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
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAY R NANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4102688816 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 HERNDON AVENUE | AddressLine1 |
| City | ANNAPOLIS | City |
| State | MD | State |
| ZIP Code | 214034503 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (48 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| William C Baker | |||||||
| President | 40.00 | X | X | 190961 | 0 | 31264 | |
| Simon Sidamon-Eristoff | |||||||
| Chairman | 1.00 | X | X | 0 | 0 | 0 | |
| Jane P Batten | |||||||
| Vice Chairman | 1.00 | X | X | 0 | 0 | 0 | |
| Alan R Griffith | |||||||
| Vice Chairman | 1.00 | X | X | 0 | 0 | 0 | |
| James E Rogers | |||||||
| Vice Chairman (until 01/31/13) | 1.00 | X | X | 0 | 0 | 0 | |
| S Decker Anstrom | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Joanne S Berkley | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| W Russell G Byers Jr | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| D Keith Campbell | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| John T Casteen III | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Thomas M Davis III | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Amanda Deaver | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Richard L Franyo | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| G Waddy Garrett | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Lauren Gleason | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Carolyn Groobey | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Janet F Haas | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Ann Fritz Hackett | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Michael J Hanley | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Anna Johnson | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Robert A Kinsley | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Burks B Lapham | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Harry T Lester | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Byron F Marchant | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| H Turney McKnight | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Charles W Moorman | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| W Tayloe Murphy Jr | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Arnold I Richman | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Alexis G Sant | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Truman T Semans | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Anne B Shumadine | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Jennifer Stanley | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Rt Rev Eugene Taylor Sutton | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Anthony A Williams | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Susan P Wilmerding | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Peter L Woicke | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Alan L Wurtzel | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Donald F Boesch PhD | |||||||
| Trustee (until 01/31/13) | 1.00 | X | 0 | 0 | 0 | ||
| Marie W Ridder | |||||||
| Trustee (until 01/31/13) | 1.00 | X | 0 | 0 | 0 | ||
| Matthew J Klein | |||||||
| Trustee (until 04/18/13) | 1.00 | X | 0 | 0 | 0 | ||
| Fay R Nance | |||||||
| Treasurer | 40.00 | X | 151306 | 0 | 12943 | ||
| Mary Tod Winchester | |||||||
| Secretary | 40.00 | X | 124061 | 0 | 23884 | ||
| Charles D Foster Jr | |||||||
| Assistant Treasurer | 40.00 | X | 101407 | 0 | 20668 | ||
| Donald R Baugh | |||||||
| Vice President-Education | 40.00 | 123830 | 0 | 28579 | X | ||
| Elizabeth Buckman | |||||||
| Vice President-Communications | 40.00 | 127322 | 0 | 18960 | X | ||
| Kimberly L Coble | |||||||
| Vice President-Environmental | 40.00 | 133701 | 0 | 12139 | X | ||
| Vollie D Melson | |||||||
| Vice President-Development | 40.00 | 136490 | 0 | 6327 | X | ||
| Jon A Mueller | |||||||
| Vice President-Litigation | 40.00 | 141350 | 0 | 26635 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1230428 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 181399 | TotalOtherCompensation |
| Number Individuals GT100 K | 12 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| The Production Advantage Inc | |||||
| 13873 Park Center Rd | Oak Hill | VA | 20171 | Mass Production Printing | 1246071 |
| RCM International LLC | |||||
| PO Box 4715 | Berkeley | CA | 94704 | Construction | 386793 |
| SmithGroupJJR Inc | |||||
| 1700 New York Ave NW 100 | Washington | MD | 20006 | Construction | 375398 |
| Carol Enters List Co Inc | |||||
| PO Box 2409 | Fairfax | VA | 22031 | List Management & Brokerage | 195326 |
| Blackbaud | |||||
| 2000 Daniel Island Drive | Charleston | SC | 294927541 | Software Maintenance | 187667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 15 | NumberOfContractorsGT100K |
| Federated Campaigns | 382519 | FederatedCampaigns |
| Fundraising Events | 175136 | FundraisingEvents |
| Government Grants | 2294379 | GovernmentGrants |
| All Other Contributions | 23253232 | AllOtherContributions |
| Noncash Contributions | 1888025 | NoncashContributions |
| Total Contributions | 26105266 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition and Education | 900099 | 1032141 | 1032141 |
| Farm Income | 900099 | 245111 | 245111 |
| Contract Income | 900099 | 84673 | 84673 |
| Workshop Income | 900099 | 9735 | 9735 |
| Tour Income | 900099 | 1176 | 1176 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1940 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1940 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1374776 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 912876 | TotalRevenueColumn |
| Unrelated Business Revenue | 18932 | UnrelatedBusinessRevenue |
| Exclusion | $893,944 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 31251 | TotalRevenueColumn |
| Exclusion | $31,251 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 132067 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 132067 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 132067 | TotalRevenueColumn |
| Unrelated Business Revenue | 115942 | UnrelatedBusinessRevenue |
| Exclusion | $16,125 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16645784 | Securities |
| Other | 8373 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12927160 | Securities |
| Other | 15038 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3718624 | Securities |
| Other | -6665 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3711959 | TotalRevenueColumn |
| Unrelated Business Revenue | 2587505 | UnrelatedBusinessRevenue |
| Exclusion | $1,124,454 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 59303 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 175136 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 81545 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -22242 | TotalRevenueColumn |
| Exclusion | -$22,242 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 32245953 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1374776 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 2722379 | UnrelatedBusinessRevenue |
| Exclusion | $2,043,532 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 595247 | Total |
| Program Services | 595247 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1439162 | Total |
| Program Services | 624777 | ProgramServices |
| Management And General | 667666 | ManagementAndGeneral |
| Fundraising | 146719 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8559452 | Total |
| Program Services | 6746231 | ProgramServices |
| Management And General | 870331 | ManagementAndGeneral |
| Fundraising | 942890 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 331346 | Total |
| Program Services | 261476 | ProgramServices |
| Management And General | 31974 | ManagementAndGeneral |
| Fundraising | 37896 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2652096 | Total |
| Program Services | 1983729 | ProgramServices |
| Management And General | 363587 | ManagementAndGeneral |
| Fundraising | 304780 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 738369 | Total |
| Program Services | 551617 | ProgramServices |
| Management And General | 106767 | ManagementAndGeneral |
| Fundraising | 79985 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82702 | Total |
| Program Services | 59206 | ProgramServices |
| Management And General | 12856 | ManagementAndGeneral |
| Fundraising | 10640 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134257 | Total |
| Management And General | 134257 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122648 | Total |
| Fundraising | 122648 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 192739 | Total |
| Management And General | 192739 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2152258 | Total |
| Program Services | 1899501 | ProgramServices |
| Management And General | 188283 | ManagementAndGeneral |
| Fundraising | 64474 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 184951 | Total |
| Program Services | 167269 | ProgramServices |
| Management And General | 135 | ManagementAndGeneral |
| Fundraising | 17547 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3227451 | Total |
| Program Services | 2454961 | ProgramServices |
| Management And General | 95623 | ManagementAndGeneral |
| Fundraising | 676867 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 408412 | Total |
| Program Services | 311154 | ProgramServices |
| Management And General | 60241 | ManagementAndGeneral |
| Fundraising | 37017 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 215204 | Total |
| Program Services | 146339 | ProgramServices |
| Fundraising | 68865 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 336521 | Total |
| Program Services | 326569 | ProgramServices |
| Management And General | 5907 | ManagementAndGeneral |
| Fundraising | 4045 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 423872 | Total |
| Program Services | 385032 | ProgramServices |
| Management And General | 20215 | ManagementAndGeneral |
| Fundraising | 18625 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 247841 | Total |
| Program Services | 155965 | ProgramServices |
| Management And General | 65540 | ManagementAndGeneral |
| Fundraising | 26336 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 370239 | Total |
| Program Services | 264171 | ProgramServices |
| Management And General | 58037 | ManagementAndGeneral |
| Fundraising | 48031 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 855766 | Total |
| Program Services | 731451 | ProgramServices |
| Management And General | 84169 | ManagementAndGeneral |
| Fundraising | 40146 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296058 | Total |
| Program Services | 252270 | ProgramServices |
| Management And General | 26985 | ManagementAndGeneral |
| Fundraising | 16803 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Repairs & Maintenance | 279875 | 249408 | 27216 | 3251 |
| Other | 160826 | 119519 | 30646 | 10661 |
| Federal and State UBIT | 7468 | 7468 | ||
| Allocation of G&A | 0 | 932626 | -1061430 | 128804 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24014760 | Total |
| Program Services | 19218518 | ProgramServices |
| Management And General | 1989212 | ManagementAndGeneral |
| Fundraising | 2807030 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2625128 | Total |
| Program Services | 1880404 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 744724 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8219 | BOY |
| EOY | 9719 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8494985 | BOY |
| EOY | 13850657 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15093537 | BOY |
| EOY | 16841072 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1195942 | BOY |
| EOY | 771092 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102900 | BOY |
| EOY | 92231 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 462566 | BOY |
| EOY | 704804 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 35992279 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 14012814 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20640307 | BOY |
| EOY | 21979465 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24855138 | BOY |
| EOY | 25332737 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18939187 | BOY |
| EOY | 19452323 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62331 | BOY |
| EOY | 56911 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89855112 | BOY |
| EOY | 99091011 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1511915 | BOY |
| EOY | 1436058 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 282467 | BOY |
| EOY | 385958 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6620000 | BOY |
| EOY | 6195000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3294735 | BOY |
| EOY | 2903593 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11709117 | BOY |
| EOY | 10920609 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19136675 | BOY |
| EOY | 21786476 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15236052 | BOY |
| EOY | 21913329 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43773268 | BOY |
| EOY | 44470597 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78145995 | BOY |
| EOY | 88170402 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89855112 | BOY |
| EOY | 99091011 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 8231193 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1423048 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 370166 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | 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 | 18249743 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27715053 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21991668 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 30974164 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26105266 | CurrentTaxYear |
| Total | 125035894 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18249743 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27715053 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21991668 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 30974164 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26105266 | CurrentTaxYear |
| Total | 125035894 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 6247164 | AmountsSubstContributorsTotal |
| Public Support Total170 | 118788730 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 960505 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 646593 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 587166 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1376467 | CurrentTaxYearMinus1Year |
| Current Tax Year | 941320 | CurrentTaxYear |
| Total | 4512051 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 129547945 | TotalSupport |
| Gross Receipts From Admissions Etc | 6698514 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.91690 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.92420 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 29276 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 188094 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 217370 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 23781385 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 23998755 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 565479 | CurrentYearMinus3 |
| Current Year Minus2 | 318065 | CurrentYearMinus2 |
| Current Year Minus1 | 345657 | CurrentYearMinus1 |
| Current Year | 217370 | CurrentYear |
| Total | 1446571 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 220533 | CurrentYearMinus3 |
| Current Year Minus2 | 108954 | CurrentYearMinus2 |
| Current Year Minus1 | 92098 | CurrentYearMinus1 |
| Current Year | 29276 | CurrentYear |
| Total | 450861 | Total |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Preservation Of Open Space | X | PreservationOfOpenSpace |
| Total Number Of Easements | 37 | TotalNumberOfEasements |
| Total Acreage | 4776.00 | TotalAcreage |
| Nmbr Easements Modified | 0 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 2 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 31.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 1506 | ExpensesIncurredForEnforcement |
| Sect170h Requirements Satisfied | 1 | Sect170hRequirementsSatisfied |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 46598428 | BeginningOfYearBalance |
| Contributions | 941604 | Contributions |
| Investment Earnings Or Losses | 5910742 | InvestmentEarningsOrLosses |
| Other Expenditures | 2343757 | OtherExpenditures |
| End Of Year Balance | 51107017 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 43282028 | BeginningOfYearBalance |
| Contributions | 6324069 | Contributions |
| Investment Earnings Or Losses | -984676 | InvestmentEarningsOrLosses |
| Other Expenditures | 2022993 | OtherExpenditures |
| End Of Year Balance | 46598428 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 38609306 | BeginningOfYearBalance |
| Contributions | 88324 | Contributions |
| Investment Earnings Or Losses | 6577274 | InvestmentEarningsOrLosses |
| Other Expenditures | 1992876 | OtherExpenditures |
| End Of Year Balance | 43282028 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36906252 | BeginningOfYearBalance |
| Contributions | 376609 | Contributions |
| Investment Earnings Or Losses | 3382255 | InvestmentEarningsOrLosses |
| Other Expenditures | 2055810 | OtherExpenditures |
| End Of Year Balance | 38609306 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 46463008 | BeginningOfYearBalance |
| Contributions | 658266 | Contributions |
| Investment Earnings Or Losses | -7871577 | InvestmentEarningsOrLosses |
| Other Expenditures | 2343445 | OtherExpenditures |
| End Of Year Balance | 36906252 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.22000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.69850 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.08150 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11645983 | OtherCostOrOtherBasis |
| Book Value | 11645983 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15904834 | OtherCostOrOtherBasis |
| Depreciation | 8542583 | Depreciation |
| Book Value | 7362251 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8441462 | OtherCostOrOtherBasis |
| Depreciation | 5470231 | Depreciation |
| Book Value | 2971231 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 21979465 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Partnerships/Alternative Investments | 16527973 | F |
| Beneficial Interest in Perpetual Trust | 2924350 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 19452323 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Split Interest Agreement | $922,492 |
| Interest Rate Swap Obligation | $938,039 |
| Income taxes payable on sale of debt financed property | $1,043,062 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2903593 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 35804098 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1423048 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 1907836 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 420000 | OtherRevenues |
| Revenue Not Rptd F990 | 3750884 | RevenueNotRptdF990 |
| Revenue Subtotal | 32053214 | RevenueSubtotal |
| Investment Expenses Not Included | 192739 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 192739 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 32245953 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 25811402 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 1907836 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 81545 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1989381 | ExpensesNotRptdF990 |
| Expenses Subtotal | 23822021 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 192739 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 192739 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 24014760 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of How Organization Reports Conservation Easements: | Part II, Line 9: | A monetary value has not been placed on conservation easements; therefore, they are not included in financial statements. |
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | Endowment funds are used for donor restricted projects as well as to fund unrestricted activities. Donor restricted endowments are used for education in general, field education, farm operations, support and maintenance of facilities and boats, and restoration projects. It is the policy of the Foundation to spend 5% of a twelve quarter trailing average of the sum of accumulated investments. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X, Line 2: | For the years ended June 30, 2013 and 2012, the Foundation has documented its consideration of FASB ASC 740-10, Income Taxes, that provides guidance for reporting uncertainty in income taxes and has determined that no material uncertain tax positions qualify for either recognition or disclosure in the financial statements. The Federal Form 990, Return of Organization Exempt from Income Tax, is subject to examination by the Internal Revenue Service, generally for three years after it is filed. |
| Part XI, Line 2d - Other Adjustments: | Special Event Expenses 81,545. Unrealized gain on interest rate swap 338,455. | |
| Part XII, Line 2d - Other Adjustments: | Special Event Expenses 81,545. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean - | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConducted |
| Total Expenditures | 4752023 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 4752023 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 4752023 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
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 |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| Avalon Consulting | ||||||||
| 2030 M St NW 700 | Washington | DC | 20036 | Membership Consulting | 0 | 3972157 | 143298 | 3828859 |
| Anne Lewis Strategies | ||||||||
| 901 New York Ave NW Suite 470 East | Washington | DC | 20001 | Digital Consulting | 0 | 878444 | 71124 | 807320 |
| Share Group | ||||||||
| 1717 K St NW 900 | Washington | DC | 20036 | Telemarketing | 0 | 26022 | 11152 | 14870 |
| Public Interest Communications | ||||||||
| 7700 Leesburg Pike | Falls Church | VA | 22043 | Telemarketing | 0 | 15023 | 3115 | 11908 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 4891646 | TotalGrossReceipts |
| Total Retained By Contractors | 228689 | TotalRetainedByContractors |
| Total Net To Organization | 4662957 | 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 | 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 |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BandInSand | NameOfEvent1 |
| Gross Receipts Event1 | 232439 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 174136 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 58303 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 20396 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 19107 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 3400 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 38116 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 2000 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 1000 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 1000 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 526 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 234439 | GrossReceiptsTotal |
| Charitable Contributions Total | 175136 | CharitableContributionsTotal |
| Gross Revenue Total Events | 59303 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 20396 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 19107 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 3400 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 38642 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 81545 | DirectExpenseSummaryEvents |
| Net Income Summary | -22242 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Explanation of Fundraising Payments | Identifier |
| Return Reference | Schedule G, Part I, Line 2b, Column (v) | ReturnReference |
| Explanation | The amount on Schedule G, Part I column (v) as it relates to Avalon Consulting, includes fundraising services as well as programmatic services provided to Chesapeake Bay Foundation. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (18 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Accomack County | |||||||
| 23282 Courthouse Avenue PO Box 686 | Accomac | VA | 23301 | 546001099 | Government | 25160 | Provide Technical Assistance to Landowners |
| Alliance for the Chesapeake Bay | |||||||
| PO Box 1981 | Richmond | VA | 23218 | 541080924 | 501(c)(3) | 13033 | Implement Agricultural Best Management Practices |
| Bradford County Conservation District | |||||||
| 200 Lake Rd Suite E | Towanda | PA | 18848 | 232703892 | Government | 73635 | Implement Agricultural Best Management Practices |
| Center for Watershed Protection Inc | |||||||
| 8390 Main Street 2nd Floor | Ellicott City | MD | 21043 | 541644387 | 501(c)(3) | 13038 | Implement Agricultural Best Management Practices |
| Chester County Conservation District | |||||||
| 688 Unionville Road | Kennett Square | PA | 19348 | 231703039 | Government | 5603 | Implement Agricultural Best Management Practices |
| DNDC-Applications Research & Training | |||||||
| 87 Packers Falls Road | Durham | NH | 03824 | 273429680 | 58320 | Greenhouse Gas Project | |
| Eastern Shore Resource Conservation and Development Council | |||||||
| 33446 Research Drive | Painter | VA | 23420 | 541422494 | 25749 | Implement Agricultural Best Management Practices | |
| Elizabeth River Project | |||||||
| 475 Walter Street Suite 103 | Portsmouth | VA | 23704 | 541663058 | 501(c)(3) | 93209 | MD & VA Reef Ball Expansion |
| Environmental Defense Fund | |||||||
| 1875 Connecticut Ave NW Suite 600 | Washington | DC | 20009 | 116107128 | 501(c)(3) | 28661 | Greenhouse Gas Project |
| Green Earth Connection | |||||||
| 108 South Liberty Street | Centreville | MD | 21617 | 352419777 | 9487 | Provide Technical Assistance to Landowners | |
| Howard Soil Conservation District | |||||||
| 708 Lisbon Center Drive Suite E | Woodbine | MD | 21797 | 520988558 | Government | 6675 | Implement Agricultural Best Management Practices |
| LandStudies Inc | |||||||
| 315 North Street | Lititz | PA | 17543 | 232618961 | 34497 | Implement Agricultural Best Management Practices | |
| Red Barn Consulting Inc | |||||||
| 3050 Yellow Goose Road | Lancaster | PA | 17601 | 412024936 | 98220 | Implement Agricultural Best Management Practices | |
| Team AG Inc | |||||||
| 120 Lake St | Ephrata | PA | 17522 | 233102803 | 25113 | Implement Agricultural Best Management Practices | |
| The Downstream Project | |||||||
| PO Box 1000 | Berryville | VA | 22611 | 260310939 | 501(c)(3) | 22500 | Implement Agricultural Best Management Practices |
| Virginia Institute of Marine Science | |||||||
| PO Box 1346 | Gloucester Point | VA | 23062 | 546001802 | 6000 | Facilitate environmental simulations | |
| Virginia Tech Cooperative Extension | |||||||
| 1880 Pratt Drive Suite 2006 | Blacksburg | VA | 24061 | 546001805 | 25782 | Implement Agricultural Best Management Practices | |
| Whitescarver Natural Resources Mgmt | |||||||
| 120 Trimbles Mill Road | Swoope | VA | 24479 | 275233176 | 26666 | Provide Technical Assistance to Landowners | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 9 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 9 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: Grant agreements require detailed project reports that are reviewed by departmental Financial Managers before payments are made. Program Managers will also review and approve the Grantee's Project Performance according to the details of the grant. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| William C Baker | ||||||||||||||
| President | 190805 | 0 | 156 | 0 | 0 | 0 | 8004 | 0 | 23260 | 0 | 222225 | 0 | 0 | 0 |
| Fay R Nance | ||||||||||||||
| Treasurer | 151150 | 0 | 156 | 0 | 0 | 0 | 6273 | 0 | 6670 | 0 | 164249 | 0 | 0 | 0 |
| Donald R Baugh | ||||||||||||||
| Vice President-Education | 123674 | 0 | 156 | 0 | 0 | 0 | 5319 | 0 | 23260 | 0 | 152409 | 0 | 0 | 0 |
| Jon A Mueller | ||||||||||||||
| Vice President-Litigation | 141194 | 0 | 156 | 0 | 0 | 0 | 6195 | 0 | 20440 | 0 | 167985 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 7 | ReturnReference |
| Explanation | In addition to the bonuses that are reported on Schedule J, Part III, the following employees on Part VII of the 990 also received bonuses: Charles D. Foster, Jr. ($167) Elizabeth Buckman ($156) Kimberly L. Coble ($167) Mary Tod Winchester ($156) Vollie D. Melson (156) | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| JMI Equity Fund IV LP | |||
| Board of Trustees | 144634 | TrusteeWilliam C. Baker is a compensated CEO and member of CBF's Board of Trustees. Truman T. Semans (Vice Chairman of Brown Advisory, Inc.) is a non-compensated member of the CBF Board of Trustees. Both listed serve on the Board of Directors for Brown Advisory, Inc., which serves as the investment manager for the JMI Equity Fund IV, L.P. CBF invested funds through Brown Advisory on terms and conditions identical to those available to other clients of Brown Advisory. The amount reflected in Column C is the total amount of assets held with the investment company. | 0 |
| Accel VIII LP | |||
| Board of Trustees | 36744 | TrusteeWilliam C. Baker is a compensated CEO and member of CBF's Board of Trustees. Truman T. Semans (Vice Chairman of Brown Advisory, Inc.) is a non-compensated member of the CBF Board of Trustees. Both listed serve on the Board of Directors for Brown Advisory, Inc. which serves as the investment manager for the Accel VIII, L.P. CBF invested funds through Brown Advisory on terms and conditions identical to those available to other clients of Brown Advisory. The amount reflected in Column C is the total amount of assets held with the investment company. | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1825 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 361 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3399 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
Boats And Planes BoatsAndPlanes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1850 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 82 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1873924 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Pumpjack System | 1 | 2455 | Fair market value |
| X | Oyster Seeds | 430000 | 2731 | Fair market value |
| X | Portable Restroom Rental | 1 | 1480 | Fair market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Method for Determining Number of Contributions: | Part I, Column (b): | The number of contributions received was reported in column B on part I. |
| Third Party Use: | Part I, Line 32b: | When necessary, licensed boat brokers are used to sell donated boats that are not used for operations. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Organization Mission Statement | Form 990, Part I, Line 1 | Continued from page 2: The Chesapeake Bay and its tributary rivers are broadly recognized as a national treasure. But, they are fouled by excess nitrogen, phosphorus, and sediment pollution. In fact, the Bay and most of its tidal tributaries are listed on the Clean Water Act's 303(d) list of "impaired waters." The Chesapeake Bay Foundation's (CBF) mission, simply stated, is to Save the Bay and keep it saved. We define a saved Bay as having a score of 70 (out of 100) on CBF's State of the Bay health index. Thanks largely to a dramatic reduction in the amount of pollution entering the system, at 70 the Chesapeake Bay and its tributary rivers will be highly productive and in good health as measured by established water-quality standards. The result will be clear water, free of the impacts from toxic contaminants, and healthy oxygen levels, able to support living resources in all parts of the Bay. Founded in 1966, CBF is the largest regional conservation organization dedicated solely to saving a national treasure-the Chesapeake Bay and its rivers and streams. With headquarters in Annapolis, MD; state offices in MD, VA, PA, and DC; and educational centers and programs across the region; CBF works throughout the 64,000-square mile Chesapeake watershed to educate-build an informed citizenry; advocate-advance pollution reduction; litigate-encourage enforcement of environmental law; and restore-rebuild the Bay system's natural filters such as oysters, underwater grasses, and streamside forests. CBF is supported by more than 200,000 members and e-subscribers and has a staff of 185 full-time employees. |
| Program Service Statement | Form 990, Part III, Line 4a | Education, continued from page 2: CBF's systemic environmental literacy program, in 9 counties in MD and VA Beach City Public Schools in VA, offers comprehensive professional development for middle and high school teachers that will increase their capacity to provide environmental literacy instruction, promote environmental stewardship among their students, and develop innovative curricula for their districts. |
| Program Service Statement | Form 990, Part III, Line 4b | Environmental Protection and Restoration (EPR), continued from page 2: CBF restoration programs planted 59.5 million oyster spat and over 256.9 acres of stream-side trees. In PA, CBF continued work with the agricultural community on water quality restoration, including an incentive program for Amish and Mennonite communities. We helped urban/suburban communities develop polluted runoff reduction plans, successfully supported legislation for local governments to adopt urban and suburban polluted runoff authorities, and restored funding for county conservation districts. In MD, CBF successfully pressed for legislation to reduce polluted runoff in the state's 10 most populous jurisdictions and advocated for strong runoff pollution permits. CBF also expanded the acreage of productive oyster bottom in sanctuaries protected from harvest and worked with partners to increase the number of oyster spat-on-shell planted on three-dimensional restoration reefs. In VA, CBF continued work on whole-community restoration projects in targeted watersheds on the Eastern Shore, in Richmond, and in the Shenandoah Valley. In the General Assembly, CBF worked to secure funding for the upgrade of wastewater treatment plants and for state grant funds to localities for polluted runoff improvement projects. Litigation CBF uses carefully chosen legal action as another tool for advancing the restoration and protection of the Chesapeake Bay and its tributaries. During FY13, CBF continued to pursue legal actions on the federal and state levels aimed at reducing pollution to the Bay. CBF was involved in several significant matters: the Farm Bureau's legal challenge of the Chesapeake Clean Water Blueprint, litigation regarding the Sparrows Point steel mill, several state land use cases, a number of Clean Air Act matters, and legal issues concerning Clean Water Act permitting. |
| Program Service Statement | Form 990, Part III, Line 4c | Communications, continued from page 2: CBF was quoted or named in 1,557 print, broadcast, and online news stories or 4.3 times per day. CBF researched, wrote, and released "Angling for Healthier Rivers: The Link Between Smallmouth Bass Mortality and Disease and the Need to Reduce Water Pollution in Chesapeake Bay Tributaries," and produced over 70 additional publications including the Save the Bay magazine, annual report, brochures, and informational materials. More than 360,000 unique individuals visited cbf.org, and over 36,000 advocacy messages were sent to key decision makers. CBF's bimonthly electronic newsletter was distributed to more than 120,000 e-members. CBF's Facebook audience increased by more than 40% to over 28,000 fans. CBF's Twitter following increased by more than 50% to over 9,600 followers. CBF's award-winning Bay Daily blog was visited more than 51,000 unique visitors. CBF's more than 28,000 volunteers donated over 61,000 hours. Using the Independent Sector scale, their value is greater than $1.3 million. |
| Form 990, Part VI, Section A, line 2 | William C. Baker and Truman T. Semans have a business relationship. | |
| Form 990, Part VI, Section B, line 11 | An independent audit firm was engaged to conduct the financial statements' audit and to assist in preparing the Form 990. The Chief Financial Officer and Finance staff directly participated in preparing the form, drafting responses to questions and reviewing the Form 990 in draft. The Chief Financial Officer then reviewed it with the President and Chairman of the Audit and Finance Committee. The 990 was provided to the Audit and Finance Committee, comprised of Board of Trustee members, for their review and comments, after which it was sent to the full Board before being electronically filed with the IRS. | |
| Form 990, Part VI, Section B, line 12c | Each Trustee, officer, key employee and employees in positions to obligate CBF are required to review a copy of the conflict of interest policy annually and complete a disclosure form identifying any relationship positions or circumstances in which he or she believes could contribute to a conflict. The conflict of interest disclosure form is completed, signed and returned to the Chief Financial Officer who notifies the Chairman of the Audit and Finance Committee and the General Counsel of any concerns. This process is also covered in orientation sessions held for new Trustees as well as for new employees. If items arise during Board meetings that are conflicts of interest, the board member having possible conflicts of interest cannot vote or participate in Board or Committee deliberations on the subject or be counted toward meeting a quorum. However, they may answer questions. | |
| Form 990, Part VI, Section B, line 15 | During the annual budget approval meeting of the Audit and Finance Committee of the Board of Trustees, the Committee reviews and approves the salary and any proposed pay increase for the President and key employee. Compensation related decisions are documented within the minutes. The committee will provide this information to the full board for approval. The President's last compensation review took place on May 22, 2013. Generally, compensation for all staff is independently reviewed and determined annually based on performance evaluation, and analysis of comparable data obtained from industry resources and peer organizations. An overall increase pool, based on market data, is approved by the Committee for use in the process. In addition, the President, Chief of Staff and Director of Human Resources review and approve all staff alignment to ensure consistency and continuity of various positions within the appropriate pay grades and ranges. | |
| Form 990, Part VI, Section C, line 19 | CBF's governing documents and conflict of interest policy are available to the public upon request using contact information on the website. Audited financial statements, the Form 990, and the Annual Report can be found on CBF's website. Audited financial statements and the Form 990 are also filed with state charitable solicitation registrations, and are also available through not-for-profit internet portals such as Guidestar and Charity Navigator. | |
| Form 990, Part IX, Line 24b: | During FY12, the organization accrued federal and state tax expenses, related to unrelated business income generated from the sale of its interest in a partnership. The total amount of tax expenses accrued for both federal and state taxes was $1,097,251. In FY13, $31,711 was recovered. | |
| Changes in Net Assets or Fund Balances: | Form 990, Part XI, line 9: | Unrealized gain on interest rate swap 338,455. Income recovery (tax) on sale of debt financed activity 31,711. |