CHANGE THE EQUATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CHANGE THE EQUATION INC (EIN 27-2107952)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-30
- IRS object ID
- 201342119349300224
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-30T10:36:21-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462108854 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDALL PREBOLA AND JONES LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 259 | AddressLine1 |
| City | BEDFORD | City |
| State | PA | State |
| ZIP Code | 155220259 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272107952 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHANGE THE EQUATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAN | NameControl |
| Phone | 2026265740 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 K STREET NW NO 610 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LINDA P ROSEN PHD | Name |
| Title | CHIEF EXECUTIVE OFFICER | Title |
| Phone | 2026265740 | Phone |
| Date Signed | 2013-07-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD M JONESCPA | Name |
| PTIN | P00621721 | PTIN |
| Phone | 8146231880 | Phone |
| Date Prepared | 2013-07-30 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LINDA P ROSEN PHD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 K STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3479303 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CHANGETHEEQUATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2010 | YearFormation |
| State Legal Domicile | DE | StateLegalDomicile |
| Activity Or Mission Description | CHANGE THE EQUATION'S (CTEQ) MISSION IS TO CREATE WIDESPREAD LITERACY IN SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS (STEM) AS AN INVESTMENT IN OUR NATION THAT EMPOWERS US ALL. CTEQ HELPS TO ENGAGE YOUNG PEOPLE, IN PARTICULAR, UNDERREPRESENTED GROUPS, IN STEM LEARNING THAT WILL ENABLE THEM TO SUCCEED IN POST-SECONDARY EDUCATION, HOLD REWARDING JOBS, AND PARTICIPATE FULLY AS CITIZENS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 10 | TotalNbrEmployees |
| Total Nbr Volunteers | 8 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3488552 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3478825 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 15 | InvestmentIncomePriorYear |
| Investment Income Current Year | -10257 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3488567 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3468568 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 963432 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1024462 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 67395 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 937709 | OtherExpensePriorYear |
| Other Expenses Current Year | 2486633 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1901141 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3511095 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1587426 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -42527 | RevenuesLessExpensesCY |
| Total Assets BOY | 5506107 | TotalAssetsBOY |
| Total Assets EOY | 5033276 | TotalAssetsEOY |
| Total Liabilities BOY | 2084175 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1653871 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3421932 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3379405 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | CHANGE THE EQUATION'S (CTEQ) MISSION IS TO CREATE WIDESPREAD LITERACY IN SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS (STEM) AS AN INVESTMENT IN OUR NATION THAT EMPOWERS US ALL. CTEQ HELPS TO ENGAGE YOUNG PEOPLE, IN PARTICULAR, UNDERREPRESENTED GROUPS, IN STEM LEARNING THAT WILL ENABLE THEM TO SUCCEED IN POST-SECONDARY EDUCATION, HOLD REWARDING JOBS, AND PARTICIPATE FULLY AS CITIZENS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 417782 | Expense |
| Description | STRENGTHENING CTEQ MEMBERS' PHILANTHROPYIN 2010-2011, CTEQ WORKED WITH A COMMITTEE OF REPRESENTATIVES FROM MEMBER COMPANIES TO CREATE A SET OF DESIGN PRINCIPLES FOR EFFECTIVE STEM PHILANTHROPY, TOGETHER WITH A RUBRIC TO HELP COMPANIES APPLY THE PRINCIPLES. THESE TOOLS AIM TO HELP MEMBER COMPANIES EXAMINE THEIR OWN PRACTICE AND INCREASE THE IMPACT OF THE RESOURCES THEY DEVOTE TO IMPROVING LEARNING IN STEM. IN 2012, CTEQ EXPANDED ITS PHILANTHROPY WORK BY CONTRACTING WITH WESTED, A NON-PROFIT EVALUATION AND RESEARCH FIRM, TO CREATE STEMWORKS, A SEARCHABLE DATABASE OF STEM LEARNING PROGRAMS THAT MEASURE UP TO THE DESIGN PRINCIPLES. CTEQ AND WESTED REVIEWED AND REFINED THE DESIGN PRINCIPLES AND RUBRIC, CREATED A RIGOROUS ONLINE APPLICATION FORM FOR PROGRAMS THAT WANTED TO BE FEATURED IN STEMWORKS. PROGRAMS ARE ASKED TO RATE THEMSELVES AGAINST EACH OF THE PRINCIPLES, EXPLAIN THEIR SELF-RATINGS AND THEN PROVIDE EVIDENCE SUPPORTING THOSE RATINGS. WESTED RATERS THEN REVIEW THE APPLICATIONS AND DETERMINE WHETHER APPLICANTS SELF-RATINGS ARE SUPPORTED BY EVIDENCE. PROGRAMS THAT MEET A HIGH BAR ARE ADMITTED INTO STEMWORKS.CTEQ LAUNCHED STEMWORKS IN JUNE OF 2012, AND WESTED REVIEWED APPLICATIONS THROUGH MID-FEBRUARY 2013. THEY SET A VERY HIGH BAR: ONLY 29% OF PROGRAMS THAT APPLIED WERE ADMITTED TO THE DATABASE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1286052 | Expense |
| Description | ADVOCACY FOR STEM LEARNINGCHANGE THE EQUATION IS COMMITTED TO PROMOTING SOUND STATE-LEVEL POLICY AND PRACTICE RECOMMENDATIONS TO STRENGTHEN STEM LEARNING FOR ALL STUDENTS. ONE STRATEGY FOR ADDRESSING THIS GOAL THIS YEAR WAS THE PUBLICATION OF DATA-DRIVEN VITAL SIGNS REPORTS ON DATA INDICATORS RELATED TO STEM LEARNING. WITH FUNDING FROM THE BILL & MELINDA GATES FOUNDATION, CTEQ PARTNERED WITH THE AMERICAN INSTITUTES FOR RESEARCH (AIR) TO CREATE ROBUST, STATE-BY-STATE VITAL SIGNS REPORTS. THESE REPORTS, RELEASED IN SEPTEMBER 2012, COMBINED A TROVE OF DATA WITH RECOMMENDATIONS TARGETED TOWARD EACH STATES AUDIENCE. THIS ANALYSIS IS THE RICHEST, MOST COMPLETE STATE-BY-STATE INFORMATION ON STEM LEARNING EVER ASSEMBLED. THESE REPORTS COMBINE PUBLICLY AVAILABLE DATA WITH NEW DATA GLEANED FROM NEW SOURCES OR REANALYSIS OF DATA IN EXISTING SOURCES. THE DATA WILL BE AVAILABLE IN BRIEF PRINTED REPORTS AS WELL AS IN AN INTERACTIVE WEBSITE THAT WILL ALLOW VISITORS TO EXPLORE STATE-BY-STATE DATA IN MORE DEPTH.THE REPORTS PRESENTED DATA ON OUTCOMES (OR RESULTS SUCH AS TEST SCORES AND GRADUATION RATES), INPUTS (SUCH AS RESOURCES FOR EDUCATION) AND PROCESSES (SUCH AS TEACHER EDUCATION PRACTICES, CONTENT STANDARDS, ASSESSMENTS, ETC.). THEY INCLUDE INFORMATION ON STATE POLICIES THAT CAN AFFECT STEM EDUCATION.AIR COMPLETED A PILOT ANALYSIS OF 15 STATES IN 2012, AND COMPLETE REPORTS ON ALL STATES AND THE DISTRICT OF COLUMBIA BECAME AVAILABLE IN SEPTEMBER. EACH REPORT WAS ACCOMPANIED BY RECOMMENDATIONS FOR ACTIONS TO ADDRESS SHORTCOMINGS SPECIFIC TO THAT STATE. THE VITAL SIGNS PROJECT ALSO ENCOMPASSES ISSUE-FOCUSED BRIEFS, WHICH TAKE A BIRDS EYE VIEW OF A PARTICULAR ISSUE IN STEM. IN MAY, AT OUR 2012 MAY FORUM, WE FIRST RELEASED STEM HELP WANTED, WHICH ANALYZED EMPLOYED DATA TO SHOW THAT UNEMPLOYMENT IN STEM OCCUPATIONS WAS MARKEDLY LOWER THAN UNEMPLOYMENT OVERALL. MEDIA AND COMPANIES ACROSS THE COUNTRY TOOK NOTE OF THE REPORT. IN JULY, CHANGE THE EQUATION FOLLOWED UP WITH LOST OPPORTUNITY, A BRIEF LOOK AT THE AFTER-SCHOOL OPPORTUNITIES AVAILABLE ACROSS THE COUNTRY. WITH THE HELP OF NIELSEN RESEARCH, CHANGE THE EQUATION WAS ABLE TO TAKE A FINE-GRAINED LOOK INSIDE U.S. HOUSEHOLDS TO GAUGE WHAT KIND OF STEM PROGRAMMING THEIR CHILDREN WERE ABLE TO TAKE ADVANTAGE OF. THESE REPORTS AIM TO ARM CHANGE THE EQUATION MEMBER COMPANIES WITH THE DATA AND RECOMMENDATIONS THEY CAN USE IN HIGH-LEVEL CONVERSATIONS WITH GOVERNORS AND OTHER STATE LEADERS. AS SUCH, THEY WILL PRESENT RELEVANT, ACTIONABLE DATA IN A WAY THAT IS CLEAR AND ACCESSIBLE TO BOTH COMPANY REPRESENTATIVES AND STATE LEADERS. THEY WILL ALSO BE PITCHED TO A MUCH BROADER AUDIENCE. CTEQ WILL CREATE TOOLS AND OTHER GUIDANCE TO HELP COMPANIES USE THE REPORTS TO GREATEST EFFECT. UNDER THE GUIDANCE OF AN ADVOCACY COMMITTEE CONSISTING OF CTEQ MEMBERS, THE ORGANIZATION WILL ALSO DEVELOP AND CARRY OUT A STRATEGY FOR MOBILIZING MEMBER CEOS TO BECOME A MORE EFFECTIVE VOICE FOR IMPROVING STEM LEARNING AT THE STATE LEVEL. THIS SERIES OF VITAL SIGNS REPORTS WILL CONTINUE INTO 2013, AS THEY WERE WELL RECEIVED. THE VITAL SIGNS REPORTS TO BE A MAJOR CONTRIBUTION TO BOTH NATIONAL AND STATE-LEVEL INITIATIVES TO IMPROVE STEM LEARNING FOR ALL CHILDREN.THE REPORTS EQUIP CTEQ MEMBER COMPANIES TO WORK WITH GOVERNORS AND OTHER STATE LEADERS TO STAND UP FOR POLICIES AND PRACTICES BASED ON DATA THAT PROMISE TO IMPROVE STEM LEARNING, BOTH IN AND OUT OF SCHOOL. THE FOCUS IS ON STUDENTS IN THE K-12 AGE RANGE. CURRENT PLANS HAVE THE VITAL SIGNS REPORTS COMING IN TWO PHASES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1580453 | Expense |
| Description | INSPIRING YOUNG PEOPLE CTEQ PARTNERED WITH MEMBER COMPANY E-LINE MEDIA TO CREATE ION FUTURE, A SUITE OF FREE ONLINE LEARNING GAMES FOR MIDDLE SCHOOL TO EARLY HIGH AGE YOUTH. PLAYERS EXPLORE THE BREADTH OF STEM-BASED PROFESSIONS AND ARE ABLE TO MATCH THEIR INTERESTS WITH DIFFERENT CAREER PATHWAYS IN STEM. THE GAME IS ACCOMPANIED BY A FACILITATORS GUIDE FOR EDUCATORS, AFTERSCHOOL PROVIDERS, AND FAMILY MEMBERS TO ASSIST YOUTH WITH PLAYING AND GETTING THE MOST BENEFIT FROM THE ONLINE ACTIVITIES.ION FUTURE INCLUDES FOUR GAMES: (1) IN STEM IS EVERYWHERE, PLAYERS RACE AGAINST THE CLOCK TO EXPLORE AN ARRAY STEM CAREERS BY IDENTIFYING THE STEM PROFESSIONALS INVOLVED IN THE DEVELOPMENT OF OBJECTS MOST TWEENS AND TEENS USE EVERY DAY, (2) STEM CAREER QUEST: PLAYERS GET TO ROLE PLAY SCHOOL, CAREER, AND LIFE CHOICES AND FOLLOW AUTHENTIC PATHS TO STEM CAREERS BASED ON INFORMATION PROVIDED BY HUNDREDS OF STEM PROFESSIONALS, (3) STEM CAREER MATCHMAKER: PLAYERS ENTER INFORMATION ABOUT THEIR PASSIONS, EXPECTED EDUCATION LEVEL, AND SALARY EXPECTATIONS AND LEARN ABOUT STEM PROFESSIONS THAT ARE THE BEST MATCH FOR THEM, AND (4) STEM CAREER PROFILES: PROFILES PRESENT PLAYERS WITH DETAILED CAREER INFORMATION, INTERVIEWS, VIDEOS, AND OTHER CAREER RESOURCES. ION FUTURE WAS PUBLICLY LAUNCHED ON NOVEMBER 2012 DURING A HIGH- PROFILE EVENT AT NASAS JET PROPULSION LABORATORY IN PASADENA, CALIFORNIA FEATURING ACTRESS AND SINGER KEKE PALMER AND BOBAK FERDOWSI, NASAS MOHAWK MAN. THE LAUNCH ALSO FEATURED PROFESSIONALS FROM MEMBER COMPANIES GLAXO SMITH KLINE, ROLLS ROYCE, AND VIACOM. AN ACCOMPANYING WEBCAST HIGHLIGHTED THE CONNECTION BETWEEN STEM EDUCATION AND THE PATHS STUDENTS CAN TAKE TO A STEM CAREER. MORE THAN 2,000 PEOPLE, INCLUDING 1,600 STUDENTS ON-LOCATION AND VIA THE WEB IN CLASSROOMS AND OUT-OF-SCHOOL PROGRAMS ACROSS THE COUNTRY, PARTICIPATED IN THE WEBCAST. BETWEEN NOVEMBER 2012 AND MARCH 2013, ALMOST 9,000 PEOPLE HAVE PLAYED THE GAME. CTEQ WILL PROMOTE THE GAME TO EXPAND THE NUMBER OF PLAYERS IN 2013. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3284287 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | 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 | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | 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 | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | 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 | 26 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 10 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| 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 | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | 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 | 0 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA ROSEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2026265740 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 K STREET NW SUITE 610 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (9 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 |
|---|---|---|---|---|---|---|---|---|
| CRAIG R BARRETT | ||||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| GLENN A BRITT | ||||||||
| SECRETARY-TREASURER | 1.00 | X | X | 0 | 0 | 0 | ||
| REX W TILLERSON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM GREEN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| URSULA M BURNS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ELLEN KULLMAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SALLY RIDE | ||||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| LINDA ROSEN | ||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 307129 | 0 | 12270 | X | |||
| CLAUS E VON ZASTROW | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | 135698 | 0 | 26462 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 442827 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 38732 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | 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 |
|---|---|---|---|---|---|
| AMERICAN INSTITUTES FOR RESEARCH | |||||
| 1000 THOMAS JEFFERSON ST NW | WASHINGTON | DC | 20007 | CONSULTING & DATA ANALYSIS | 536392 |
| ROADTRIP NATION | |||||
| 853 WEST 17TH STREET UNIT A | COSTA MESA | CA | 92627 | PRODUCTION & COMMUNICATIONS | 448442 |
| EMPIRE ENTERTAINMENT | |||||
| 560 BROADWAY SUITE 202 | NEW YORK | NY | 10012 | EVENT PRODUCTION | 300000 |
| E-LINE VENTURES LLC | |||||
| 363 7TH AVENUE 20TH FLOOR | NEW YORK | NY | 10001 | GAME PRODUCTION | 207575 |
| WESTED | |||||
| 730 HARRISON STREET | SAN FRANCISCO | CA | 94107 | CONSULTING & EVALUATION | 200000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Membership Dues | 2928750 | MembershipDues |
| All Other Contributions | 550075 | AllOtherContributions |
| Total Contributions | 3478825 | TotalContributions |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 478 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 10735 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -10257 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -10257 | TotalRevenueColumn |
| Exclusion | -$10,257 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3468568 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$10,257 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 589054 | Total |
| Program Services | 520718 | ProgramServices |
| Management And General | 40629 | ManagementAndGeneral |
| Fundraising | 27707 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 346243 | Total |
| Program Services | 306517 | ProgramServices |
| Management And General | 23283 | ManagementAndGeneral |
| Fundraising | 16443 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5909 | Total |
| Program Services | 5118 | ProgramServices |
| Management And General | 551 | ManagementAndGeneral |
| Fundraising | 240 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27725 | Total |
| Program Services | 24015 | ProgramServices |
| Management And General | 2581 | ManagementAndGeneral |
| Fundraising | 1129 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55531 | Total |
| Program Services | 48100 | ProgramServices |
| Management And General | 5169 | ManagementAndGeneral |
| Fundraising | 2262 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200 | Total |
| Management And General | 200 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51454 | Total |
| Program Services | 51411 | ProgramServices |
| Management And General | 43 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34887 | Total |
| Management And General | 34887 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1821787 | Total |
| Program Services | 1814201 | ProgramServices |
| Management And General | 7477 | ManagementAndGeneral |
| Fundraising | 109 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4200 | Total |
| Program Services | 3638 | ProgramServices |
| Management And General | 391 | ManagementAndGeneral |
| Fundraising | 171 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64166 | Total |
| Program Services | 55579 | ProgramServices |
| Management And General | 5974 | ManagementAndGeneral |
| Fundraising | 2613 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 209333 | Total |
| Program Services | 181320 | ProgramServices |
| Management And General | 19489 | ManagementAndGeneral |
| Fundraising | 8524 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76960 | Total |
| Program Services | 66661 | ProgramServices |
| Management And General | 7165 | ManagementAndGeneral |
| Fundraising | 3134 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99323 | Total |
| Program Services | 99323 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56911 | Total |
| Program Services | 49295 | ProgramServices |
| Management And General | 5298 | ManagementAndGeneral |
| Fundraising | 2318 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2551 | Total |
| Program Services | 2209 | ProgramServices |
| Management And General | 238 | ManagementAndGeneral |
| Fundraising | 104 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MEMBERSHIP DUES | 31202 | 27027 | 2905 | 1270 |
| PRINTING & PRODUCTION | 19457 | 16854 | 1811 | 792 |
| TELEPHONE & INTERNET | 9499 | 8228 | 884 | 387 |
| POSTAGE & SHIPPING | 4703 | 4073 | 438 | 192 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3511095 | Total |
| Program Services | 3284287 | ProgramServices |
| Management And General | 159413 | ManagementAndGeneral |
| Fundraising | 67395 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5210088 | BOY |
| EOY | 4696360 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50300 | BOY |
| EOY | 25 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89555 | BOY |
| EOY | 21953 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10526 | BOY |
| EOY | 9336 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 297045 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 57454 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73805 | BOY |
| EOY | 239591 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71447 | BOY |
| EOY | 66011 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 386 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5506107 | BOY |
| EOY | 5033276 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115842 | BOY |
| EOY | 126371 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1968333 | BOY |
| EOY | 1527500 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2084175 | BOY |
| EOY | 1653871 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2744306 | BOY |
| EOY | 3379405 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 677626 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3421932 | BOY |
| EOY | 3379405 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5506107 | BOY |
| EOY | 5033276 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -42527 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | 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 | 0 | FederalGrantAuditRequired |
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 Minus2 Years | 2889285 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3488552 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3478825 | CurrentTaxYear |
| Total | 9856662 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 2889285 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3488552 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3478825 | CurrentTaxYear |
| Total | 9856662 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3513222 | AmountsSubstContributorsTotal |
| Public Support Total170 | 6343440 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 426 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15 | CurrentTaxYearMinus1Year |
| Total | 441 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 9857103 | TotalSupport |
| Public Support Pertcentage170 | 0.64350 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.63090 | 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 D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 297045 | OtherCostOrOtherBasis |
| Depreciation | 57454 | Depreciation |
| Book Value | 239591 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 239591 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 3518568 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 50000 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 50000 | RevenueNotRptdF990 |
| Revenue Subtotal | 3468568 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3468568 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3561095 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 50000 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 50000 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3511095 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3511095 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | IN JUNE 2006, THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ISSUED FASB ASC NO. 740-10 [FORMERLY INTERPRETATION NO. 48 (FIN 48)], ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH IS AN INTERPRETATION OF ASC 740S (FORMERLY SFAS NO. 109), ACCOUNTING FOR INCOME TAXES. FASB ASC NO. 740-10 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN CTEQS FINANCIAL STATEMENTS IN ACCORDANCE WITH ASC 740S AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FASB ASC NO. 740-10 REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING CTEQS TAX RETURN TO DETERMINE WHETHER THE TAX POSITIONS HAVE A MORE-LIKELY-THAN-NOT PROBABILITY OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. CHANGE THE EQUATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2012, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2012, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2009 THROUGH 2011 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ORGANIZATION FILES TAX RETURNS. IT IS THE ORGANIZATIONS POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSE. AS OF DECEMBER 31, 2012, THE ORGANIZATION HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LINDA ROSEN | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | 255879 | 0 | 51250 | 0 | 0 | 0 | 11250 | 0 | 1020 | 0 | 319399 | 0 | 0 | 0 |
| CLAUS E VON ZASTROW | ||||||||||||||
| CHIEF OPERATING OFFICER | 135698 | 0 | 0 | 0 | 0 | 0 | 8500 | 0 | 17962 | 0 | 162160 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | GLENN BRITT AND URSULA BURNS - BUSINESS RELATIONSHIP | |
| FORM 990, PART VI, SECTION B, LINE 11 | AFTER APPROVAL BY CHANGE THE EQUATION'S CEO AND COO/DIRECTOR OF RESEARCH, CTEQ'S FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EVERY CTEQ BOARD MEMBER AND OFFICER ANNUALLY SIGNS A STATEMENT AFFIRMING THAT HE OR SHE (I.) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY AND (II.) WILL COMPLY WITH THE POLICY. WITH RESPECT TO ANY BOARD DISCUSSION OR DECISION INVOLVING MATTERS COVERED BY THIS POLICY, THE MINUTES OF THE BOARD MEETING AT WHICH SUCH DISCUSSION OR DECISION TAKE PLACE MUST REFLECT IN DETAIL THE BOARD DELIBERATIONS AND THE VOTING PROCESS, SPECIFICALLY INDICATING THAT THE DIRECTOR OR OFFICER WHOSE SITUATION WAS CONSIDERED WAS NOT PRESENT IN THE ROOM EITHER DURING THE DISCUSSION OR FOR THE VOTE. IN ADDITION, ANY MARKET DATA OR INFORMATION CONSIDERED BY THE BOARD IN APPROVING OR DISAPPROVING A PROPOSED TRANSACTION COVERED BY THIS POLICY MUST BE ATTACHED TO THE MINUTES OF THE BOARD MEETING AT WHICH SUCH CONSIDERATION TOOK PLACE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FOUNDING MEMBERS OF CTEQ RETAINED THE SERVICES OF TERRA SEARCH PARTNERS, AN EXECUTIVE SEARCH FIRM HEADQUARTERED IN CALIFORNIA. PART OF THE PRACTICE OF THIS SEARCH FIRM INCLUDES NON-PROFITS; THE PERSON LEADING THE SEARCH FOR CTEQ PRESENTED COMPARABLE SALARY DATA FOR THE CEO POSITION TO THE FOUNDING MEMBERS, WHO SETTLED ON THE FINAL AMOUNT. THE GATES FOUNDATION DONATED THE SERVICES OF THE MONITOR GROUP TO HELP CONCEPTUALIZE STAFFING NEEDS OF THE NEW ORGANIZATION AND RECOMMENDED ASSOCIATED COMPENSATION FOR EACH POSITION. ONCE THE BENCHMARK SALARY LEVEL WAS SET FOR THE CEO, RECOMMENDATIONS FROM THE MONITOR GROUP, EXPERIENCE AND EXISTING COMPENSATION LEVELS OF THE INDIVIDUALS BEING HIRED WERE CONSIDERED IN MAKING SALARY OFFERS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | CTEQ MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. IN ADDITION, CHANGE THE EQUATION WILL MAINTAIN ITS FORM 990 IN GUIDESTAR'S DATABASE OF INFORMATION ON NON-PROFIT ORGANIZATIONS. | |
| FORM 990, PART IX, LINE 11G | CONSULTANT AND PUBLIC RELATION FEES: PROGRAM SERVICE EXPENSES 1,360,475. MANAGEMENT AND GENERAL EXPENSES 7,227. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,367,702. PUBLIC RELATION FEES: PROGRAM SERVICE EXPENSES 451,399. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 451,399. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 2,327. MANAGEMENT AND GENERAL EXPENSES 250. FUNDRAISING EXPENSES 109. TOTAL EXPENSES 2,686. | OTHER FEES |