FEDERATION OF PROTESTANT WELFARE AGENCIES INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FEDERATION OF PROTESTANT WELFARE AGENCIES INC (EIN 13-5562220)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-18
- IRS object ID
- 201212929349300221
- Schema version
- 2011v1.2
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-18T14:37:35-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113518842 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH & SHRON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135562220 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FEDERATION OF PROTESTANT WELFARE AGENCIES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FEDE | NameControl |
| Phone | 2127774800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 281 PARK AVENUE SOUTH | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100106102 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FATIMA L GOLDMAN | Name |
| Title | CEO | Title |
| Phone | 2127774800 | Phone |
| Date Signed | 2012-10-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT LYONS | Name |
| PTIN | P00227472 | PTIN |
| Phone | 2125038800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | FATIMA L GOLDMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 281 PARK AVENUE SOUTH | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100106102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8306705 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FPWA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1922 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | FPWA PROMOTES THE SOCIAL AND ECONOMIC WELL-BEING OF GREATER NEW YORK'S MOST VULNERABLE BY STRENGTHENING HUMAN SERVICE ORGANIZATIONS AND ADVOCATING FOR JUST PUBLIC POLICIES. THE ORGANIZATION'S NETWORK OF HUMAN SERVICE AGENCIES AND CHURCHES OPERATE OVER 1,100 PROGRAMS IN NEIGHBORHOODS THROUGHOUT THE FIVE BOROUGHS OF NEW YORK CITY AND BEYOND. THEY INCLUDE DAY CARE CENTERS, SOUP KITCHENS, AFTER SCHOOL AND YOUTH SERVICES, FOSTER CARE AGENCIES, SENIOR CENTERS AND COMMUNITY HEALTH PROGRAMS. TOGETHER WE SERVE OVER 1.5 MILLION LOW-INCOME NEW YORKERS OF ALL AGES, ETHNICITIES AND RELIGIONS EACH YEAR. SINCE 1922, THE ORGANIZATION HAS HELPED STRENGTHEN ITS MEMBERS BY PROVIDING CRITICAL RESOURCES, MANAGEMENT AND POLICY ASSISTANCE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 62 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2868510 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2161314 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 333817 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 331298 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1235655 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1168257 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -51349 | OtherRevenuePriorYear |
| Other Revenue Current Year | -40391 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4386633 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3620478 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1018382 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 772411 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3903636 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3362537 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 536664 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1203361 | OtherExpensePriorYear |
| Other Expenses Current Year | 1278580 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6125379 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5413528 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1738746 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1793050 | RevenuesLessExpensesCY |
| Total Assets BOY | 43382228 | TotalAssetsBOY |
| Total Assets EOY | 37761138 | TotalAssetsEOY |
| Total Liabilities BOY | 5969832 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6896710 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 37412396 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 30864428 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE FEDERATION OF PROTESTANT WELFARE AGENCIES PROMOTES THE SOCIAL AND ECONOMIC WELL-BEING OF GREATER NEW YORK'S MOST VULNERABLE BY STRENGTHENING HUMAN SERVICE ORGANIZATIONS AND ADVOCATING FOR JUST PUBLIC POLICIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2847870 | Expense |
| Grants | 772411 | Grants |
| Revenue | 331298 | Revenue |
| Description | MEMBER FAITH BASED SERVICES: PROVIDES MANAGEMENT AND CLIENT SUPPORT FOR SOCIAL SERVICE AGENCIES SERVING VULNERABLE POPULATIONS. SERVICES INCLUDE MANAGEMENT ASSISTANCE, GROUP PURCHASING SERVICES AND DISCOUNTS, CASE ASSESSMENT AND REFERRAL SERVICES THROUGH TRAINING, STAFF AND BOARD CANDIDATE TRAINING, VOLUNTEERING, RECRUITMENT AND PLACEMENT, INCLUDING BOARD MEMBERS, ORGANIZATION OF CORPORATE SERVICES PROJECTS, FINANCIAL ASSISTANCE TO NEW YORKERS IN CRISIS TO AVOID EVICTION, LOSS OF UTILITIES OR TO MEET BASIC NEEDS, DISTRIBUTION OF CLOTHES AND OTHER ITEMS TO MEMBER AGENCIES AND CHURCHES FOR THEIR CLIENTS, FINANCIAL ASSISTANCE FOR CAMPS SERVING LOW-INCOME CHILDREN, COLLEGE SCHOLARSHIPS FOR LOW INCOME STUDENTS, AND PRODUCTION OF ANNUAL CONFERENCE. CLIENTS IN NEED: EMERGENCY FOOD ASSISTANCE FOR CHURCHES OPERATING FOOD PANTRIES AND SOUP KITCHENS IN UNDERSERVED NEIGHBORHOODS, FAITH BASED ADVOCACY TRAINING: FACILITATE NETWORKING BETWEEN FAITH BASED ORGANIZATIONS, OTHER COMMUNITY BASED ORGANIZATIONS, CIVIC AGENCIES AND GOVERNMENT INSTITUTIONS TO ACT COLLABORATIVELY IN RESPONSE TO PUBLIC NEEDS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 932030 | Expense |
| Description | POLICY ADVOCACY AND RESEARCH: PROVIDES ADVOCACY AND LEGISLATIVE ASSISTANCE TO MEMBER AGENCIES THROUGH POLICY BRIEFINGS AND ADVOCACY ALERTS, HELPING THEM TAKE ACTION ON CITY AND STATE BUDGET AND POLICIES CRITICAL TO THEIR SERVICES AND CLIENTS. THROUGH ADVOCACY, WE ARE ABLE TO SHORE UP FUNDS FOR NEW YORK CITYS EMERGENCY FOOD ASSISTANCE PROGRAM AND YOUTH SERVICES PROGRAMS. EFFORTS ALSO INCLUDE PUBLIC EDUCATION FORUMS, PUBLISHING POLICY BRIEFINGS AND REPORTS, PARTICIPATING IN COALITIONS AND MEMBER NETWORKING EVENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3779900 | 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 | 0 | 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 | 1 | 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 | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | 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 | 1 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 74 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 62 | 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 | 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 | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | 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 | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AL | 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 | NJ | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL LEWIS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2128011342 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 281 PARK AVENUE SOUTH | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10010 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (33 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 |
|---|---|---|---|---|---|---|---|
| STEPHEN J STOREN | |||||||
| CHAIR | 0.80 | X | X | 0 | 0 | 0 | |
| CRAIG C MACKAY | |||||||
| 1ST VICE CHAIR | 0.40 | X | X | 0 | 0 | 0 | |
| DANA HISCOCK | |||||||
| 2ND VICE CHAIR | 0.70 | X | X | 0 | 0 | 0 | |
| MARK PISZKO | |||||||
| TREASURER | 0.80 | X | X | 0 | 0 | 0 | |
| JOHN MCCSHANNON | |||||||
| SECRETARY | 0.50 | X | X | 0 | 0 | 0 | |
| ANGELA EIREF | |||||||
| ASSISTANT SECRETARY | 0.50 | X | X | 0 | 0 | 0 | |
| RAMONA BOSTON | |||||||
| BOARD MEMBER | 0.20 | X | 0 | 0 | 0 | ||
| ROBERT S BRIDGES JR | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| VIRGINIA J CHENG | |||||||
| BOARD MEMBER | 0.10 | X | 0 | 0 | 0 | ||
| DONALD FELIX | |||||||
| BOARD MEMBER | 0.70 | X | 0 | 0 | 0 | ||
| CONRAD FOA | |||||||
| BOARD MEMBER | 0.40 | X | 0 | 0 | 0 | ||
| MARSHALL M GREEN | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| THOMAS P GRISSOM JR | |||||||
| BOARD MEMBER | 0.20 | X | 0 | 0 | 0 | ||
| WENDY A TEMPRO VAN AMSON | |||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | ||
| SIDNEY HOLT | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| JULIA HOTTON | |||||||
| BOARD MEMBER | 0.20 | X | 0 | 0 | 0 | ||
| PETER C KORNMAN | |||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | ||
| MARY L LAMBERT | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| JAMES W MARCH | |||||||
| BOARD MEMBER | 0.60 | X | 0 | 0 | 0 | ||
| BRUCE J MCCOWAN | |||||||
| BOARD MEMBER | 0.20 | X | 0 | 0 | 0 | ||
| VALERIE A REARDON | |||||||
| BOARD MEMBER | 0.40 | X | 0 | 0 | 0 | ||
| WENDY SCHRIJVER | |||||||
| BOARD MEMBER | 0.10 | X | 0 | 0 | 0 | ||
| ELLSWORTH G STANTON III | |||||||
| BOARD MEMBER | 0.80 | X | 0 | 0 | 0 | ||
| PHOEBE R STANTON | |||||||
| BOARD MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| FRED WEINTZ JR | |||||||
| BOARD MEMBER | 0.10 | X | 0 | 0 | 0 | ||
| SIDNEY WITTER-DAIRE | |||||||
| BOARD MEMBER | 0.20 | X | 0 | 0 | 0 | ||
| JENNIFER JONES AUSTIN | |||||||
| BOARD MEMBER (RESIGNED 5/11) | 0.00 | X | 0 | 0 | 0 | ||
| SANDERS DAVIES | |||||||
| BOARD MEMBER (RESIGNED 5/11) | 0.00 | X | 0 | 0 | 0 | ||
| THOMAS F PIKE | |||||||
| BOARD MEMBER (RESIGNED 5/11) | 0.00 | X | 0 | 0 | 0 | ||
| FATIMA L GOLDMAN | |||||||
| C.E.O. | 38.00 | X | 225988 | 0 | 41264 | ||
| EDMUND M MOORE | |||||||
| C.O.O. | 40.00 | X | 168196 | 0 | 23266 | ||
| MICHAEL LEWIS | |||||||
| DIRECTOR OF FINANCE | 40.00 | X | 114767 | 0 | 26533 | ||
| JOEL GIBSON | |||||||
| DIR. OF CHURCH DESK | 40.00 | 106742 | 0 | 23350 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 615693 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 114413 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMBRIDGE ASSOCIATES LLC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SUMMER STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | INVESTMENT CONSULTING FEES | DescriptionOfServices |
| Compensation | 152383 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 122811 | FundraisingEvents |
| Government Grants | 339744 | GovernmentGrants |
| All Other Contributions | 1698759 | AllOtherContributions |
| Total Contributions | 2161314 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SERVICE FEES | 541900 | 243598 | 243598 |
| MEMBERSHIP FEES | 900099 | 87700 | 87700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 331298 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1069592 | TotalRevenueColumn |
| Exclusion | $1,069,592 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 350863 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 413326 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -62463 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -62463 | TotalRevenueColumn |
| Exclusion | -$62,463 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4336366 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4237701 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 98665 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 98665 | TotalRevenueColumn |
| Exclusion | $98,665 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 37430 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 122811 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 35200 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2230 | TotalRevenueColumn |
| Exclusion | $2,230 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 19842 | TotalRevenueColumn |
| Exclusion | $19,842 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 19842 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3620478 | TotalRevenueColumn |
| Related Or Exempt Function Income | 331298 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,127,866 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126643 | Total |
| Program Services | 126643 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 645768 | Total |
| Program Services | 645768 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 600014 | Total |
| Program Services | 292039 | ProgramServices |
| Management And General | 218225 | ManagementAndGeneral |
| Fundraising | 89750 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1769923 | Total |
| Program Services | 1460149 | ProgramServices |
| Management And General | 152309 | ManagementAndGeneral |
| Fundraising | 157465 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 225431 | Total |
| Program Services | 172125 | ProgramServices |
| Management And General | 35501 | ManagementAndGeneral |
| Fundraising | 17805 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 477442 | Total |
| Program Services | 344393 | ProgramServices |
| Management And General | 87878 | ManagementAndGeneral |
| Fundraising | 45171 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 289727 | Total |
| Program Services | 203888 | ProgramServices |
| Management And General | 57915 | ManagementAndGeneral |
| Fundraising | 27924 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43596 | Total |
| Management And General | 43596 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40000 | Total |
| Management And General | 40000 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42750 | Total |
| Program Services | 42750 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 233452 | Total |
| Management And General | 233452 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 226564 | Total |
| Program Services | 36030 | ProgramServices |
| Management And General | 100617 | ManagementAndGeneral |
| Fundraising | 89917 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32790 | Total |
| Program Services | 23331 | ProgramServices |
| Management And General | 5820 | ManagementAndGeneral |
| Fundraising | 3639 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143403 | Total |
| Program Services | 107897 | ProgramServices |
| Management And General | 20729 | ManagementAndGeneral |
| Fundraising | 14777 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7156 | Total |
| Program Services | 6396 | ProgramServices |
| Management And General | 499 | ManagementAndGeneral |
| Fundraising | 261 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20009 | Total |
| Program Services | 10362 | ProgramServices |
| Management And General | 6845 | ManagementAndGeneral |
| Fundraising | 2802 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44485 | Total |
| Program Services | 33471 | ProgramServices |
| Management And General | 6430 | ManagementAndGeneral |
| Fundraising | 4584 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 209584 | Total |
| Program Services | 157692 | ProgramServices |
| Management And General | 30295 | ManagementAndGeneral |
| Fundraising | 21597 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40264 | Total |
| Program Services | 30295 | ProgramServices |
| Management And General | 5820 | ManagementAndGeneral |
| Fundraising | 4149 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OFFICE EQUIPMENT EXP | 70427 | 53061 | 10138 | 7228 |
| SPECIAL PROJECTS | 66621 | 30361 | 36260 | |
| TELEPHONE | 23331 | 17555 | 3372 | 2404 |
| EVENT EXPENSES | 11576 | 4302 | 109 | 7165 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22572 | Total |
| Program Services | 11753 | ProgramServices |
| Management And General | 7053 | ManagementAndGeneral |
| Fundraising | 3766 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5413528 | Total |
| Program Services | 3779900 | ProgramServices |
| Management And General | 1096964 | ManagementAndGeneral |
| Fundraising | 536664 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 335305 | BOY |
| EOY | 351055 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 213847 | BOY |
| EOY | 325868 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6243 | BOY |
| EOY | 6520 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91090 | BOY |
| EOY | 138903 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 727822 | BOY |
| EOY | 562844 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 9475957 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5706373 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4058180 | BOY |
| EOY | 3769584 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15139842 | BOY |
| EOY | 12358795 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9321699 | BOY |
| EOY | 8032951 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13488200 | BOY |
| EOY | 12214618 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43382228 | BOY |
| EOY | 37761138 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 269232 | BOY |
| EOY | 415210 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3565000 | BOY |
| EOY | 3305000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2135600 | BOY |
| EOY | 3176500 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5969832 | BOY |
| EOY | 6896710 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16687439 | BOY |
| EOY | 13268205 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2177977 | BOY |
| EOY | 324696 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18546980 | BOY |
| EOY | 17271527 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37412396 | BOY |
| EOY | 30864428 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43382228 | BOY |
| EOY | 37761138 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1793050 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -4754918 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 Minus4 Years | 2312008 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4609374 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2521418 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2868510 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2161314 | CurrentTaxYear |
| Total | 14472624 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2312008 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4609374 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2521418 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2868510 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2161314 | CurrentTaxYear |
| Total | 14472624 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 99755 | AmountsSubstContributorsTotal |
| Public Support Total170 | 14372869 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2409074 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1840600 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1431782 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1219625 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1069592 | CurrentTaxYear |
| Total | 7970673 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11225 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12010 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6665 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19207 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19842 | CurrentTaxYear |
| Total | 68949 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 22512246 | TotalSupport |
| Gross Receipts From Admissions Etc | 679825 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.63840 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.63730 | 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 | 8764 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 48266 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 57030 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 5399248 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 5456278 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 422814 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 105704 | 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 | 441422 | CurrentYearMinus3 |
| Current Year Minus2 | 447628 | CurrentYearMinus2 |
| Current Year Minus1 | 456269 | CurrentYearMinus1 |
| Current Year | 422814 | CurrentYear |
| Total | 1768133 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,652,200 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 54708 | CurrentYearMinus3 |
| Current Year Minus2 | 52500 | CurrentYearMinus2 |
| Current Year Minus1 | 54232 | CurrentYearMinus1 |
| Current Year | 57030 | CurrentYear |
| Total | 218470 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 110356 | CurrentYearMinus3 |
| Current Year Minus2 | 111907 | CurrentYearMinus2 |
| Current Year Minus1 | 114067 | CurrentYearMinus1 |
| Current Year | 105704 | CurrentYear |
| Total | 442034 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $663,051 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 35560 | CurrentYearMinus3 |
| Current Year Minus1 | 6218 | CurrentYearMinus1 |
| Current Year | 8764 | CurrentYear |
| Total | 50542 | Total |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 35918998 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -2096659 | InvestmentEarningsOrLosses |
| Other Expenditures | 3656061 | OtherExpenditures |
| End Of Year Balance | 30166278 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 34673452 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 3350420 | InvestmentEarningsOrLosses |
| Other Expenditures | 2104874 | OtherExpenditures |
| End Of Year Balance | 35918998 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31513512 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 5291915 | InvestmentEarningsOrLosses |
| Other Expenditures | 2131975 | OtherExpenditures |
| End Of Year Balance | 34673452 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 45552669 | BeginningOfYearBalance |
| Contributions | 48357 | Contributions |
| Investment Earnings Or Losses | -12708814 | InvestmentEarningsOrLosses |
| Other Expenditures | 1378700 | OtherExpenditures |
| End Of Year Balance | 31513512 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.43660 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.56040 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00300 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 249253 | OtherCostOrOtherBasis |
| Book Value | 249253 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5427693 | OtherCostOrOtherBasis |
| Depreciation | 3728180 | Depreciation |
| Book Value | 1699513 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3014785 | OtherCostOrOtherBasis |
| Depreciation | 1225358 | Depreciation |
| Book Value | 1789427 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 784226 | OtherCostOrOtherBasis |
| Depreciation | 752835 | Depreciation |
| Book Value | 31391 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3769584 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALTERNATIVE INVESTMENTS | Description |
| Book Value | 8032951 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 8032951 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | 12148567 |
| BENEFICIAL INTEREST IN POOLED INCOME FUND | 45068 |
| ACCRUED INTEREST RECEIVABLES | 20983 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 12214618 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED POSTRETIREMENT PAYABLE | Description |
| Amount | $3,176,500 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3176500 | TotalOfAmounts |
| Total Revenue | 3620478 | TotalRevenue |
| Total Expenses | 5413528 | TotalExpenses |
| Excess Or Deficit For Year | -1793050 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -821206 | NetUnrealizedGLOnInvestments |
| Other | -$3,933,712 | OtherAmount |
| Total Adjustments | -4754918 | TotalAdjustments |
| Excess Or Deficit Per FS | -6547968 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8896904 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 821206 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 72982 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 4382238 | OtherRevenues |
| Revenue Not Rptd F990 | 5276426 | RevenueNotRptdF990 |
| Revenue Subtotal | 3620478 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3620478 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5701584 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 72982 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 448526 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 521508 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5180076 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 233452 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 233452 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5413528 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ENDOWMENT NET ASSETS CONSISTS OF PERMANENTLY RESTRICTED, BOARD DESIGNATED, AND TEMPORARILY RESTRICTED FUNDS. THE PERMANENTLY RESTRICTED NET ASSETS ARE FOR THE ESTABLISHMENT OF AN ENDOWMENT FUND. THE EARNINGS FROM PERMANENTLY RESTRICTED ENDOWMENT SHALL BE USED TO FUND FEDERATION'S PROGRAM ACTIVITIES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | FIN 48 DISCLOSURE: FPWA HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2011 AND 2010 IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. FPWA IS NO LONGER SUBJECT TO FEDERAL OR STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS ENDED BEFORE 2008. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS -1,273,719. CHANGE IN VALUE OF POOLED LIFE INCOME FUND -1,734. PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COSTS 1,849,947. LOSS DUE TO SETTLEMENT OF PENSION PLAN -3,650,206. POSTRETIREMENT RELATED CHANGES OTHER THAN NET PERIODIC BENEFIT COST -858,000. TOTAL TO SCHEDULE D, PART XI, LINE 8: -3,933,712. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 1,273,719. CHANGE IN VALUE OF POOLED LIFE INCOME FUND 1,734. PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST -1,849,947. LOSS DUE TO SETTLEMENT OF PENSION PLAN 3,650,206. POSTRETIREMENT RELATED CHANGES OTHER THAN NET PERIODIC BENEFIT COST 858,000. SPECIAL EVENT DIRECT EXPENSES 35,200. RENTAL EXPENSES NETTED AGAINST RENTAL INCOME 413,326. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES NETTED AGAINST RENTAL INCOME 413,326. SPECIAL EVENT DIRECT EXPENSES 35,200. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FALL BENEFIT HARVEST BALL | NameOfEvent1 |
| Gross Receipts Event1 | 160241 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 122811 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 37430 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 31470 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 2100 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 160241 | GrossReceiptsTotal |
| Charitable Contributions Total | 122811 | CharitableContributionsTotal |
| Gross Revenue Total Events | 37430 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 31470 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 2100 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 33570 | DirectExpenseSummaryEvents |
| Net Income Summary | 3860 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| LEAKE & WATTS SERVICES INC | |||||||
| 463 HAWTHORNE AVE | YONKERS | NY | 10705 | 131860451 | 501(C)(3) | 20000 | TO FULFILL ESSENTIAL NEEDS,SUCH AS FURNITURE PURCHASES,RENT AND UTILITIES. |
| NEW ALTERNATIVES FOR CHILDREN | |||||||
| 37 W 26TH STREET | NEW YORK | NY | 10010 | 133149298 | 501(C)(3) | 10000 | TO FULFILL ESSENTIAL NEEDS,SUCH AS FURNITURE PURCHASES,RENT AND UTILITIES. |
| SCAN NEW YORK | |||||||
| 345 E 102ND STREET | NEW YORK | NY | 10029 | 132912963 | 501(C)(3) | 20000 | TO FULFILL ESSENTIAL NEEDS,SUCH AS FURNITURE PURCHASES,RENT AND UTILITIES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (6 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS | 7 | 7000 |
| CAMPERSHIP | 15 | 30000 |
| FINANCIAL ASSISTANCE | 223 | 202606 |
| JARVIE ASSISTANCE | 16 | 11659 |
| DEKAY ASSISTANCE | 16 | 72521 |
| SENIOR CAMPS (2 TRIPS) | 2 | 3296 |
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: THESE AGENCIES RECEIVED FUNDS FOR CLIENTS ONE-TIME ESSENTIAL NEEDS, SUCH AS FURNITURE PURCHASES, TRANSPORTATION, RENT AND UTILITIES. CLEAR GUIDELINES WERE GIVEN IN WRITING AND VERBALLY, AND THROUGH ORIENTATION MEETINGS WITH AGENCY STAFF. FPWA REQUIRED AN INTERIM AND FINAL REPORT, WITH NARRATIVE DESCRIPTIONS OF THE CLIENTS' SITUATIONS, ALONG WITH SUPPORTING DOCUMENTATION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| 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)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FATIMA L GOLDMAN | |||||||||||||
| 203563 | 0 | 0 | 0 | 22425 | 0 | 30485 | 0 | 10779 | 0 | 267252 | 0 | 0 | 0 |
| EDMUND M MOORE | |||||||||||||
| 141972 | 0 | 0 | 0 | 26224 | 0 | 21194 | 0 | 2072 | 0 | 191462 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 72982 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | TOYS | Description |
| Number Of Contributions | 55 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 78930 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MARY L. LAMBERT IS THE MOTHER-IN-LAW OF RAMONA BOSTON. PHOEBE R. STANTON IS THE AUNT OF SIDNEY WITTER. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM BASED ON INFORMATION CONTAINED IN THE AUDITED FINANCIAL STATEMENTS AND OTHER INFORMATION PROVIDED BY FEDERATION'S DIRECTOR OF FINANCE. TO ENSURE ACCURACY OF THE INFORMATION REPORTED, THE ORGANIZATION HAS ESTABLISHED A REVIEW PROCESS THAT INCLUDES AN INITIAL REVIEW BY MANAGEMENT, FOLLOWED BY A REVIEW BY A BOARD COMMITTEE INCLUDING THE TREASURER. FOLLOWING THE COMMITTEE'S REVIEW, THE FULL BOARD IS PROVIDED WITH AN ELECTRONIC COPY OR A HARD COPY (FOR THOSE BOARD MEMBERS WITHOUT ELECTRONIC ACCESS), FOR THEIR REVIEW AND COMMENTS. FIVE WORKING DAYS ARE PROVIDED FOR BOARD COMMENTS. COMMENTS ARE CORRELATED, SUMMARIZED AND ADDRESSED BY MANAGEMENT, AND WHERE APPROPRIATE, INCORPORATED INTO THE FINALIZED FORM 990. | |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST POLICY IS CURRENTLY IN PLACE AND IS MONITORED ANNUALLY. EACH YEAR EVERY MEMBER OF THE GOVERNING BODY COMPLETES AND SIGNS A CONFLICT OF INTEREST STATEMENT IN WHICH THEY DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST TO THE ORGANIZATION. IF SUCH CONFLICT OF INTEREST EXISTS, THE BOARD MEMBER MAY NOT VOTE ON MATTERS AS TO WHICH THERE IS A CONFLICT, AND MAY BE REQUIRED TO LEAVE THAT PORTION OF A MEETING THAT CONSIDERS THE MATTER AS TO WHICH THERE IS A CONFLICT. CONFLICTS OF INTEREST ARE DULY NOTED IN ALL NECESSARY REPORTING REQUIREMENTS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION USES SEVERAL CRITERIA TO DETERMINE THE COMPENSATION OF ITS EXECUTIVE DIRECTOR/CEO. THE BOARD COMPENSATION COMMITTEE GATHERS DATA ABOUT POSITIONS OF COMPARABLE DUTIES AND QUALIFICATIONS IN ORGANIZATIONS OF COMPARABLE ASSET SIZE, MISSION AND GEOGRAPHIC LOCATION. THE ORGANIZATION'S FINANCIAL CONDITION AND ACHIEVEMENT OF ANNUAL GOALS ARE ALSO CONSIDERED IN DETERMINING SALARY AND TOTAL COMPENSATION PACKAGE. THE COMPENSATION COMMITTEE DOCUMENTS THE BASIS FOR ITS RECOMMENDATIONS AND MAINTAINS RECORDS OF ITS COMPENSATION POLICY TO MEET ALL NECESSARY REPORTING REQUIREMENTS. OTHER OFFICERS AND ALL EMPLOYEES' SALARY ARE APPROVED BY THE COO, EXECUTIVE DIRECTOR, AND ANNUALLY AT THE BUDGET COMMITTEE MEETING, WHERE ANNUAL INCREASES ARE FIRST APPROVED. THEN THE EXECUTIVE COMMITTEE APPROVES AND BOARD APPROVES THE BUDGET WHICH INCLUDES THE SALARY INCREASES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -821,206. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS -1,273,719. CHANGE IN VALUE OF POOLED LIFE INCOME FUND -1,734. PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COSTS 1,849,947. LOSS DUE TO SETTLEMENT OF PENSION PLAN -3,650,206. POSTRETIREMENT RELATED CHANGES OTHER THAN NET PERIODIC BENEFIT COST -858,000. TOTAL TO FORM 990, PART XI, LINE 5: -4,754,918. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | HAS NOT BEEN CHANGED FROM THE PRIOR YEAR. | THE PROCESS OF OVERSEEING THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT |