CONSUMER REPORTS INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CONSUMER REPORTS INC (EIN 13-1776434)
- Tax period
- 2010-06-01 to 2011-05-31
- Filed
- 2012-03-07
- IRS object ID
- 201230679349300613
- Schema version
- 2010v3.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-07T09:33:38-06:00 | Timestamp |
| Tax Period End Date | 2011-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Park Avenue | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 101540102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131776434 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Consumers Union of United States Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CONS | NameControl |
| Phone | 9143782000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 TRUMAN AVENUE | AddressLine1 |
| City | YONKERS | City |
| State | NY | State |
| ZIP Code | 107031057 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD GANNON | Name |
| Title | VP AND CFO | Title |
| Phone | 9143782000 | Phone |
| Date Signed | 2012-03-06 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KPMG LLP | Name |
| Phone | 2127589700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES A GUEST | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 TRUMAN AVENUE | AddressLine1 |
| City | YONKERS | City |
| State | NY | State |
| ZIP Code | 107031057 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1002999571 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CONSUMERREPORTS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1936 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO WORK FOR A FAIR, JUST AND SAFE MARKETPLACE FOR ALL CONSUMERS AND TO EMPOWER CONSUMERS TO PROTECT THEMSELVES. . | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 734 | TotalNbrEmployees |
| Total Nbr Volunteers | 17 | TotalNbrVolunteers |
| Total Gross UBI | 1410388 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 465115 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 17433629 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 20068201 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 220965783 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 229420821 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6105441 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2227102 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 70043 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2440166 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 244574896 | TotalRevenuePriorYear |
| Total Revenue Current Year | 254156290 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 866098 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 465865 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 84910015 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 90384979 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 154449 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 156415 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 9897161 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 157732303 | OtherExpensePriorYear |
| Other Expenses Current Year | 166651788 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 243662865 | TotalExpensesPriorYear |
| Total Expenses Current Year | 257659047 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 912031 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3502757 | RevenuesLessExpensesCY |
| Total Assets BOY | 319141134 | TotalAssetsBOY |
| Total Assets EOY | 361611492 | TotalAssetsEOY |
| Total Liabilities BOY | 251660099 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 261525082 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 67481035 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 100086410 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO WORK FOR A FAIR, JUST, AND SAFE MARKETPLACE FOR ALL CONSUMERS AND TO EMPOWER CONSUMERS TO PROTECT THEMSELVES. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 218204683 | Expense |
| Grants | 425865 | Grants |
| Revenue | 228010433 | Revenue |
| Description | CONSUMER INFORMATION, PRODUCT INFORMATION, EDUCATION AND GRANTS. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. | Description |
| Total Program Service Expense | 218204683 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 350 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 734 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TX | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MS CONNIE TUCKER | NamePerson |
| Telephone Number | 9143782000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 TRUMAN AVENUE | AddressLine1 |
| City | YONKERS | City |
| State | NY | State |
| ZIP Code | 107031057 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| DIANE ARCHER | ||||||||
| SECRETARY | 2.0 | X | 0 | 0 | 0 | |||
| MARCIA ARONOFF | ||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | |||
| ROBERT E BAENSCH | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| WALTER BRISTOL | ||||||||
| VICE CHAIR | 2.0 | X | 0 | 0 | 0 | |||
| CLARENCE M DITLOW | ||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | |||
| BARBARA FRIEDMAN | ||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | |||
| STEVEN R HILL | ||||||||
| TREASURER | 2.0 | X | 0 | 0 | 0 | |||
| CAROL IZUMI | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| ANNETTE LOVOI | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| CRAIG NEWMARK | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| ED MIERZWINSK | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| TERESA MORAN SCHWARTZ | ||||||||
| CHAIR | 2.0 | X | 0 | 0 | 0 | |||
| WILLARD P OGBURN | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| MICAH SIFRY | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| NORMAN I SILBER | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| THOMAS C VOICE | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| THOMAS WATHEN | ||||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | |||
| JAMES A GUEST | ||||||||
| PRESIDENT AND CEO | 40.0 | 480520 | 0 | 50652 | X | |||
| RICHARD GANNON | ||||||||
| VP AND CFO | 40.0 | 368129 | 0 | 62899 | X | |||
| JOHN SATEJA | ||||||||
| EXECUTIVE VP | 40.0 | 415830 | 0 | 50234 | X | |||
| MICHAEL D'ALESSANDRO | ||||||||
| VP AND CHIEF OF STAFF | 40.0 | 261646 | 0 | 53750 | X | |||
| LIAM MCCORMACK | ||||||||
| VP TECHNICAL OFFICER | 40.0 | 260913 | 0 | 50070 | X | |||
| CHRISTOPHER MEYER | ||||||||
| VP EXTERNAL AFFAIRS | 40.0 | 253346 | 0 | 51190 | X | |||
| LINDA TEPEDINO | ||||||||
| VP HUMAN RESOURCES | 40.0 | 263353 | 0 | 49295 | X | |||
| JEROLD STEINBRINK | ||||||||
| VP PUBLISHING | 40.0 | 314763 | 0 | 52939 | X | |||
| RAHUL BELANI | ||||||||
| VP AND CIO | 40.0 | 333930 | 0 | 57426 | X | |||
| KEVIN MCKEAN | ||||||||
| VP EDITORIAL DIRECTOR | 40.0 | 312400 | 0 | 61125 | X | |||
| EILEEN HERSHENOV | ||||||||
| VP GENERAL COUNSEL | 40.0 | 293605 | 0 | 65495 | X | |||
| JAMIE DARNOW | ||||||||
| SR. DIR. & CHIEF MKT OFFICER | 40.0 | 289284 | 0 | 49833 | X | |||
| HILLARY MARTIN | ||||||||
| DIR. PRINT PRODUCT MGMT | 40.0 | 290219 | 0 | 40747 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4137938 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 695655 | TotalOtherCompensation |
| Number Individuals GT100 K | 270 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| GOOGLE INC | |||||
| 1600 AMPHITHEATRE PARKWAY | MOUNTAIN VIEW | CA | 94043 | SEARCH ENGINE MARKET | 9751885 |
| COMMUNICATION DATA SERVICES | |||||
| 1901 BELL AVENUE | DES MOINES | IA | 50315 | FULFILLMENT SERVICES | 6947074 |
| BROWN PRINTING | |||||
| 2300 BROWN AVENUE | WASECA | MN | 56093 | PRINTING | 4310929 |
| ACXIOM CORPORATION | |||||
| 301 INDUSTRIAL BLVD | CONWAY | AR | 72032 | FULFILLMENT SERVICES | 2731629 |
| SOURCE INTERLINK COMPANIES | |||||
| 27500 RIIVERVIEW CENTER BLVD SUITE | BONITA SPRINGS | FL | 34134 | FULFILLMENT SERVICES | 2516030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 153 | NumberOfContractorsGT100K |
| All Other Contributions | 20068201 | AllOtherContributions |
| Noncash Contributions | 791809 | NoncashContributions |
| Total Contributions | 20068201 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| SUBSCRIPTIONS, NEWSSTAND, & OTHER SALES | 511120 | 136421927 | 136421927 | |
| ONLINE SUBSCRIPTION SALES | 519130 | 92038834 | 90628446 | 1410388 |
| TESTING REVENUE | 541380 | 960060 | 960060 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 229420821 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4280928 | TotalRevenueColumn |
| Exclusion | $4,280,928 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1440166 | TotalRevenueColumn |
| Exclusion | $1,440,166 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 746789455 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 748843281 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -2053826 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2053826 | TotalRevenueColumn |
| Exclusion | -$2,053,826 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CY PRES AWARD | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1000000 | TotalRevenueColumn |
| Exclusion | $1,000,000 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1000000 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 254156290 | TotalRevenueColumn |
| Related Or Exempt Function Income | 228010433 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1410388 | UnrelatedBusinessRevenue |
| Exclusion | $4,667,268 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 376982 | Total |
| Program Services | 376982 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88883 | Total |
| Program Services | 88883 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3682370 | Total |
| Program Services | 1114414 | ProgramServices |
| Management And General | 2503757 | ManagementAndGeneral |
| Fundraising | 64199 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61965099 | Total |
| Program Services | 50936258 | ProgramServices |
| Management And General | 9460772 | ManagementAndGeneral |
| Fundraising | 1568069 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8076617 | Total |
| Program Services | 6639103 | ProgramServices |
| Management And General | 1233130 | ManagementAndGeneral |
| Fundraising | 204384 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11738788 | Total |
| Program Services | 9649463 | ProgramServices |
| Management And General | 1792267 | ManagementAndGeneral |
| Fundraising | 297058 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4922105 | Total |
| Program Services | 3935895 | ProgramServices |
| Management And General | 863322 | ManagementAndGeneral |
| Fundraising | 122888 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 844180 | Total |
| Program Services | 708174 | ProgramServices |
| Management And General | 118457 | ManagementAndGeneral |
| Fundraising | 17549 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 570265 | Total |
| Program Services | 18549 | ProgramServices |
| Management And General | 551716 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 249719 | Total |
| Program Services | 249719 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 156415 | Total |
| Fundraising | 156415 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 408036 | Total |
| Management And General | 408036 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10150025 | Total |
| Program Services | 8616261 | ProgramServices |
| Management And General | 1422558 | ManagementAndGeneral |
| Fundraising | 111206 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38541477 | Total |
| Program Services | 38033819 | ProgramServices |
| Management And General | 35344 | ManagementAndGeneral |
| Fundraising | 472314 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1452323 | Total |
| Program Services | 892687 | ProgramServices |
| Management And General | 542443 | ManagementAndGeneral |
| Fundraising | 17193 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1172083 | Total |
| Program Services | 89747 | ProgramServices |
| Management And General | 1082336 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 651110 | Total |
| Program Services | 651110 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3020418 | Total |
| Program Services | 2415127 | ProgramServices |
| Management And General | 529781 | ManagementAndGeneral |
| Fundraising | 75510 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1500125 | Total |
| Program Services | 1277986 | ProgramServices |
| Management And General | 185742 | ManagementAndGeneral |
| Fundraising | 36397 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 325929 | Total |
| Program Services | 230711 | ProgramServices |
| Management And General | 87399 | ManagementAndGeneral |
| Fundraising | 7819 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1265189 | Total |
| Management And General | 1265189 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9879049 | Total |
| Program Services | 6286106 | ProgramServices |
| Management And General | 3589517 | ManagementAndGeneral |
| Fundraising | 3426 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1020290 | Total |
| Management And General | 1020290 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| POSTAGE & SHIPPING | 36008605 | 33307299 | 111197 | 2590109 |
| PRINTING & PUBLICATION | 31060796 | 28209865 | 70856 | 2780075 |
| OTHER COST OF SALES | 2120552 | 2120552 | ||
| ORDER PROCESSING | 16220157 | 13543102 | 1383151 | 1293904 |
| FEDERAL TAX EXPENSE | 200851 | 200851 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9990609 | Total |
| Program Services | 8612020 | ProgramServices |
| Management And General | 1299943 | ManagementAndGeneral |
| Fundraising | 78646 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 257659047 | Total |
| Program Services | 218204683 | ProgramServices |
| Management And General | 29557203 | ManagementAndGeneral |
| Fundraising | 9897161 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 708842 | BOY |
| EOY | 630999 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28251030 | BOY |
| EOY | 17896917 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3737759 | BOY |
| EOY | 2715280 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6117340 | BOY |
| EOY | 7758095 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4441988 | BOY |
| EOY | 4073664 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33996658 | BOY |
| EOY | 36639133 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 127602470 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 63885873 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63145237 | BOY |
| EOY | 63716597 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175185759 | BOY |
| EOY | 224766097 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 550000 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3006521 | BOY |
| EOY | 3414710 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 319141134 | BOY |
| EOY | 361611492 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19683068 | BOY |
| EOY | 22900904 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144303743 | BOY |
| EOY | 151120934 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47300000 | BOY |
| EOY | 47300000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40373288 | BOY |
| EOY | 40203244 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 251660099 | BOY |
| EOY | 261525082 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62699460 | BOY |
| EOY | 95680605 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4781575 | BOY |
| EOY | 4405805 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67481035 | BOY |
| EOY | 100086410 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 319141134 | BOY |
| EOY | 361611492 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -3502757 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 36108132 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20841882 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27060621 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18756084 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17433629 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20068201 | CurrentTaxYear |
| Total | 104160417 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 219127420 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 229309060 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 225742828 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 220602270 | CurrentTaxYearMinus1Year |
| Current Tax Year | 228010433 | CurrentTaxYear |
| Total | 1122792011 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 239969302 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 256369681 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 244498912 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 238035899 | CurrentTaxYearMinus1Year |
| Current Tax Year | 248078634 | CurrentTaxYear |
| Total | 1226952428 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6175 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17950 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25500 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 39737 | CurrentTaxYearMinus1Year |
| Current Tax Year | 29945 | CurrentTaxYear |
| Total | 119307 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6175 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17950 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25500 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 39737 | CurrentTaxYearMinus1Year |
| Current Tax Year | 29945 | CurrentTaxYear |
| Total | 119307 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 1226833121 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5719315 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7537305 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6574790 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4602500 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4280928 | CurrentTaxYear |
| Total | 28714838 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 125396 | CurrentTaxYearMinus1Year |
| Total | 125396 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5719315 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7537305 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6574790 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4727896 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4280928 | CurrentTaxYear |
| Total | 28840234 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 585574 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 507806 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 670126 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -1187597 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1000000 | CurrentTaxYear |
| Total | 1575909 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 246274191 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 264414792 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 251743828 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 241576198 | CurrentTaxYearMinus1Year |
| Current Tax Year | 253359562 | CurrentTaxYear |
| Total | 1257368571 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97572 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97500 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02294 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02340 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,500,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 514111 | CurrentYearMinus3 |
| Total | 514111 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Total | 250000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $375,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 179296 | CurrentYearMinus3 |
| Total | 179296 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | true | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | true | MediaAdvertisements |
| Media Advertisements | $77,909 | MediaAdvertisementsAmount |
| Mailings Members | true | MailingsMembers |
| Mailings Members | $126,482 | MailingsMembersAmount |
| Publications Or Broadcast | true | PublicationsOrBroadcast |
| Publications Or Broadcast | $246,840 | PublicationsOrBroadcastAmount |
| Grants Other Organizations | true | GrantsOtherOrganizations |
| Grants Other Organizations | $5,000 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $461,749 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | true | RalliesDemonstrations |
| Rallies Demonstrations | $90,661 | RalliesDemonstrationsAmount |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 1008641 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11935255 | OtherCostOrOtherBasis |
| Book Value | 11935255 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 64293777 | OtherCostOrOtherBasis |
| Depreciation | 27711203 | Depreciation |
| Book Value | 36582574 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 231590 | OtherCostOrOtherBasis |
| Depreciation | 66288 | Depreciation |
| Book Value | 165302 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14087700 | OtherCostOrOtherBasis |
| Depreciation | 10506064 | Depreciation |
| Book Value | 3581636 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 37054148 | OtherCostOrOtherBasis |
| Depreciation | 25602318 | Depreciation |
| Book Value | 11451830 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 63716597 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 68500 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (7 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CHARITABLE GIFT ANNUITY | $7,273,849 |
| OTHER LIABILITY | $390,510 |
| DEFERRED RENT | $158,608 |
| PENSION LIABILITY | $24,493,523 |
| LIABILITY DERIVATIVE INSTRUMEN | $4,687,757 |
| LIFETIME SUBSCRIBER LIABILITY | $1,540,000 |
| CRUT LIABILITY | $1,590,497 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 40203244 | TotalOfAmounts |
| Total Revenue | 254156290 | TotalRevenue |
| Total Expenses | 257659047 | TotalExpenses |
| Excess Or Deficit For Year | -3502757 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 32519030 | NetUnrealizedGLOnInvestments |
| Other | $3,589,102 | OtherAmount |
| Total Adjustments | 36108132 | TotalAdjustments |
| Excess Or Deficit Per FS | 32605375 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 289943210 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 32519030 | NetUnrealizedGainsInvestments |
| Other Revenues | 86830 | OtherRevenues |
| Revenue Not Rptd F990 | 32605860 | RevenueNotRptdF990 |
| Revenue Subtotal | 257337350 | RevenueSubtotal |
| Investment Expenses Not Included | 408036 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -3589096 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -3181060 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 254156290 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 257328712 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 77701 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 77701 | ExpensesNotRptdF990 |
| Expenses Subtotal | 257251011 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 408036 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 408036 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 257659047 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RECONCILIATION OF CHANGE IN NET ASSETS | SCHEDULE D, PART XI, LINE 8 | UNREALIZED LOSS INTEREST RATE SWAP .................. (239,638) PENSION RELATED CHANGES ............................. 3,775,571 CHANGE RESTRICTED BEQUEST REVENUE ................... 47,482 CHANGE IN VALUE SPLIT INTEREST AGREEMENT ............ 5,679 ROUNDING ............................................ 8 ----------- TOTAL ............................................... 3,589,102 |
| RECONCILIATION OF REVENUE | SCHEDULE D, PART XII | PART XII, LINE 2D REVENUE OF RELATED ENTITY - CONSUMERS UNION ACTION FUND, INC. ................$ 86,830 -------- TOTAL ............................................$ 86,830 ======== PART XII, LINE 4B - OTHER UNREALIZED LOSS ON INTEREST RATE SWAP ..............$ 239,638 PENSION RELATED CHANGES ............................$ (3,775,571) CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS .......$ (5,679) CHANGE - CONTRIBUTION OF REVENUE - BEQUEST .........$ (47,482) ROUNDING ...........................................$ (2) ----------- TOTAL ..............................................$ (3,589,096) =========== |
| RECONCILIATION OF EXPENSES | SCHEDULE D, PART XIII, LINE 2D | EXPENSES OF RELATED ENTITY - CONSUMERS UNION ACTION FUND, INC. ..................$ 77,175 EXPENSES OF RELATED ENTITY - TRUMAN AVENUE FOUNDATION, INC. .....................$ 534 ROUNDING ...........................................$ (8) -------- TOTAL ..............................................$ 77,701 ======== |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | Grantmaking | 88883 | |
| Europe (Including Iceland and Greenland) | Program Services | 1367547 | PUBLICATION INFO. |
| North America | Program Services | 1427723 | PUBLICATION INFO. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 2884153 | SubtotalAmountSpent |
| Total Amount Spent | 2884153 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe/Iceland/Greenland | Region |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrant |
| Amount Of Cash Grant | 88883 | AmountOfCashGrant |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursement |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | ACCRUAL | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 1 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MONITORING GRANT FUNDS | SCHEDULE F, PART 1, LINE 2 | GRANTEES ARE REQUIRED TO SUBMIT INTERIM FINANCIAL REPORTS AS WELL AS FINAL ACCOUNTING OF ALL GRANT RELATED EXPENDITURES, DELIVERABLES AND RESULTS. THE TIMING OF THE REPORTS IS DETERMINED ACCORDING TO A SCHEDULE CONTAINED IN AN EXECUTED SUB-GRANT AGREEMENT BETWEEN CU AND THE GRANTEE. |
| PART I, LINE 3, COLUMN (F) AND PART II, LINE 1 | THE ACCRUAL METHOD OF ACCOUNTING WAS USED IN PART I, LINE 3, COLUMN (F) AND PART II, LINE 1. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | DONOR SERVICES GROUP | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CORPORATE OFFICE | AddressLine1 |
| Address Line2 | 6715 SUNSET BOULEVARD | AddressLine2 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90028 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELE MARKETING | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 320746 | GrossReceipts |
| Amount Retained By Contractor | 156415 | AmountRetainedByContractor |
| Net To Organization | 164331 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 320746 | TotalGrossReceipts |
| Total Retained By Contractors | 156415 | TotalRetainedByContractors |
| Total Net To Organization | 164331 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA PAN-ETHNIC HEALTH NETWORK | ||||||||
| 1221 PRESERVATION PARK WAY SUITE 2 | OAKLAN | CA | 94612 | 520880625 | 501(C)(3) | 101676 | HEALTH CARE | |
| COMMUNITY CATALYST | ||||||||
| 30 WINTER STREET 10TH FLOOR | BOSTON | MA | 02108 | 042790740 | 501(C)(3) | 87316 | PROMOTE RESPONSIBLE PHILANTHROPY THROUGH COMMUNITY AND LOCAL ROUNDTABLE MEETING AT ANNUAL CONSUMER ASSEMBLY CONFERENCE. | |
| CONSUMER FEDERATION OF AMERICA | ||||||||
| 1424 16th STREET NW SUITE 604 | WASHINGTON | DC | 20036 | 161774332 | 501(C)(3) | 65000 | STATE & LOCAL GRANT SUPPORT | |
| CONSUMER FEDERATION OF AMERICA | ||||||||
| 1424 16TH STREET NW SUITE 604 | WASHINGTON | DC | 20036 | 870684606 | 501(C)(3) | 25000 | STATE&LOCAL ROUNDTABLE MEETING | SUITE 650 |
| HEALTH ACCESS | ||||||||
| 414 13TH STREET SUITE 450 | OAKLAN | CA | 94612 | 131945149 | 501(C)(3) | 61990 | COALITION ON HEALTH CARE REFORM. | |
| SMALL BUSINESS MAJORITY FOUNDATION | ||||||||
| 4000 BRIDGWAY SUITE 10 | SAUSALITO | CA | 94965 | 042488502 | 501(C)(3) | 10000 | HEALTH CARE REFORM | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 11 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CRITERIA FOR SELECTING PROJECTS FOR FUNDING | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | THE CRITERIA FOR SELECTING PROJECTS FOR FUNDING THROUGH THE COLSTON E. WARNE SMALL GRANTS PROGRAM INCLUDE THE FOLLOWING: 1. THE PROJECTS SHOULD BE CONSISTENT WITH CU'S MISSION TO PROVIDE INFORMATION AND ADVICE TO CONSUMERS ON GOODS, SERVICES, HEALTH AND PERSONAL FINANCE; AND TO INITIATE AND COOPERATE WITH INDIVIDUAL AND GROUP EFFORTS TO MAINTAIN AND ENHANCE THE QUALITY OF LIFE FOR CONSUMERS. 2. THE PROJECTS SHOULD BE HIGH IMPACT PROJECTS THAT PROVIDE A SIGNIFICANT RETURN FOR THE AMOUNT OF MONEY INVESTED. THEY SHOULD BE RESULT-ORIENTED, AND HAVE TANGIBLE GOALS AND OBJECTIVES. 3. THE ORGANIZATION SPONSORING THE PROJECT SHOULD HAVE A CLEAR PLAN FOR DEVELOPING ALTERNATE SOURCES OF FUNDING, SO THAT THE PROJECT CAN BECOME SELF-SUPPORTING AND CONTINUE WHEN THE GRANT PERIOD ENDS. 4. IF POSSIBLE, THE PROJECTS SHOULD BE REPLICABLE, AND PROVIDE A MODEL FOR ORGANIZING AND ADVOCACY ON OTHER CONSUMER AND PUBLIC INTEREST ISSUES, OR IN OTHER LOCATIONS. 5. WE ARE ESPECIALLY INTERESTED IN PROJECTS THAT PROVIDE DIRECT BENEFITS TO LOW-INCOME AND MINORITY CONSUMERS. 6. WHERE POSSIBLE, PROJECTS SHOULD OBTAIN MATCHING FUNDS AND/OR LEVERAGE IN-KIND RESOURCES FROM OTHER SOURCES. 7. THE PROJECTS SHOULD MAKE SENSE IN THE CONTEXT OF THE NEEDS AND OPPORTUNITIES OF THE OVERALL CONSUMER MOVEMENT. THEY SHOULD CONTRIBUTE TO CAPACITY-BUILDING OF ORGANIZATIONS, AND HELP SUSTAIN THE CONSUMER MOVEMENT. 8. CU'S PURPOSES MUST BE MEASURED IN TERMS OF THE BENEFITS INDIRECTLY REALIZED BY THOUSANDS OF CONSUMERS WHO ARE BETTER INFORMED OR BETTER SERVED AS A CONSEQUENCE OF THE WORK WHICH THE MONEY SUPPORTS." [CONSUMER REPORTS, MARCH, 1958, P. 163] | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES A GUEST | |||||||||||||
| 467156 | 0 | 0 | 0 | 13364 | 0 | 21857 | 0 | 28795 | 0 | 531172 | 0 | 0 | 0 |
| RICHARD GANNON | |||||||||||||
| 360221 | 0 | 0 | 0 | 7908 | 0 | 36804 | 0 | 26095 | 0 | 431028 | 0 | 0 | 0 |
| JOHN SATEJA | |||||||||||||
| 413432 | 0 | 0 | 0 | 2398 | 0 | 41099 | 0 | 9135 | 0 | 466064 | 0 | 0 | 0 |
| MICHAEL D'ALESSANDRO | |||||||||||||
| 255628 | 0 | 0 | 0 | 6018 | 0 | 26223 | 0 | 27527 | 0 | 315396 | 0 | 0 | 0 |
| LIAM MCCORMACK | |||||||||||||
| 257425 | 0 | 0 | 0 | 3488 | 0 | 25275 | 0 | 24795 | 0 | 310983 | 0 | 0 | 0 |
| CHRISTOPHER MEYER | |||||||||||||
| 246222 | 0 | 0 | 0 | 7124 | 0 | 24895 | 0 | 26295 | 0 | 304536 | 0 | 0 | 0 |
| LINDA TEPEDINO | |||||||||||||
| 252264 | 0 | 10000 | 0 | 1089 | 0 | 24500 | 0 | 24795 | 0 | 312648 | 0 | 0 | 0 |
| RAHUL BELANI | |||||||||||||
| 321457 | 0 | 0 | 0 | 12473 | 0 | 32631 | 0 | 24795 | 0 | 391356 | 0 | 0 | 0 |
| KEVIN MCKEAN | |||||||||||||
| 303120 | 0 | 0 | 0 | 9280 | 0 | 31330 | 0 | 29795 | 0 | 373525 | 0 | 0 | 0 |
| EILEEN HERSHENOV | |||||||||||||
| 292516 | 0 | 0 | 0 | 1089 | 0 | 30700 | 0 | 34795 | 0 | 359100 | 0 | 0 | 0 |
| JAMIE DARNOW | |||||||||||||
| 272563 | 0 | 9196 | 0 | 7525 | 0 | 24500 | 0 | 25333 | 0 | 339117 | 0 | 0 | 0 |
| JEROLD STEINBRINK | |||||||||||||
| 312727 | 0 | 0 | 0 | 2036 | 0 | 28144 | 0 | 24795 | 0 | 367702 | 0 | 0 | 0 |
| HILLARY MARTIN | |||||||||||||
| 132189 | 0 | 0 | 0 | 158030 | 0 | 16254 | 0 | 24493 | 0 | 330966 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| SEVERANCE PAYMENTS AND UNQUALIFIED PLAN BENEFITS | SEVERANCE PAYMENTS: HILLARY MARTIN - $84,881 PARTICIPATION IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN (DEFERRED COMPENSATION): JAMES GUEST - $19,453 JOHN SATEJA - $16,599 RICHARD GANNON - $12,304 RAHUL BELANI - $8,131 EILEEN HERSHENOV - $6,200 KEVIN MCKEAN - $6,830 JEROLD STEINBRINK - $6,483 MICHAEL D'ALESSANDRO - $1,723 CHRISTOPHER MEYER - $427 LIAM MCCORMACK - $775 |
| PART I, LINE 7 | A BONUS OF $9,196 WAS PAID BASED ON PERFORMANCE TO THE SR. DIRECTOR AND CHIEF MARKETING OFFICER. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF YONKERS INDUSTRIAL DEVEL AGENCY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 131776434 | IssuerEIN |
| CUSIP Number | 986083BN2 | CUSIPNumber |
| Date Issued | 2005-12-22 | DateIssued |
| Issue Price | 47300000 | IssuePrice |
| Description Of Purpose | MULTI-MODAL CIVIC FACILITY REV | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 0 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 47449398 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 2254188 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 10000000 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Year Of Subst Completion | 2006 | YearOfSubstCompletion |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | false | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | true | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 30.5 | TermOfHedge |
| Superintegrated Hedge | false | SuperintegratedHedge |
| Hedge Terminated | false | HedgeTerminated |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Regulatory Safe Harbor Satisfied | false | RegulatorySafeHarborSatisfied |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 10 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 673309 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 118500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| SCHEDULE M, PART I, COLUMN B | THE AMOUNTS REPORTED IN PART I, COLUMN B REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED. | |
| USE OF THIRD PARTIES | CONSUMERS UNION UTILIZES A BROKER TO SELL PUBLIC SECURITIES OBTAINED THROUGH NON-CASH CONTRIBUTIONS. CU ALSO USES REAL ESTATE AGENTS TO ASSIST IN THE SALE OF ANY REAL PROPERTY DONATED. | SCHEDULE M, LINE 32B |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | FORM 990, PART III, LINE 4 | CONSUMERS INFORMATION: CONSUMERS UNION OF US INC. PUBLISHES AND DISSEMINATES INFORMATION AND ADVICE TO CONSUMERS REGARDING TOPICS SUCH AS CONSUMER GOODS, SERVICES, HEALTH AND PERSONAL FINANCE. THE NUMBER OF PAID SUBSCRIBERS FOR EACH AS OF 5/31/11 INCLUDE CONSUMER REPORTS 3,810,347; CONSUMER REPORTS ON HEALTH 648,220; CR ONLINE 3,311,498; CONSUMER REPORTS MONEY ADVISER 211,914; AUTO PREMIUM 77,266; SHOP SMART 209,799 AND CONSUMER REPORTS MEDICAL GUIDE 155,484. CONSUMERS UNION OF US INC. DOES NOT ACCEPT OUTSIDE ADVERTISING IN ANY OF ITS PUBLICATIONS. IN ADDITION, CONSUMERS UNION OF US INC. DISSEMINATES CONSUMER INFORMATION THROUGH OTHER PRINT, RADIO, TELEVISION, ELECTRONIC PUBLISHING AND INTERACTIVE MEDIA. PRODUCT INFORMATION: CONSUMERS UNION OF US INC. CONDUCTS INDEPENDENT AND CONSUMER IMPARTIAL TESTS AND ANALYSES ON A WIDE RANGE OF CONSUMER PRODUCTS AND SERVICES, SUCH AS ELECTRONICS, APPLIANCES, HOUSEHOLD PRODUCTS, INSURANCE, RECREATIONAL GOODS, AND CARS. THE TESTS EVALUATE HOW THE PRODUCTS PERFORM AND ADVISE CONSUMERS ON THE EXTENT TO WHICH THEY ARE CONVENIENT, SAFE, AND ECONOMICAL. DURING THE FISCAL YEAR ENDED 5/31/11, CONSUMERS UNION OF US INC. CONDUCTED TESTS ON MORE THAN 3,500 SAMPLES OF VARIOUS CONSUMER PRODUCTS, MAKING USE OF 50 LABORATORIES AND ITS AUTO TRACK. THE INFORMATION GATHERED AS RESULT OF THESE TESTS IS DISSEMINATED TO THE GENERAL PUBLIC AS DESCRIBED ABOVE. EDUCATION PROGRAMS: CONSUMERS UNION IS TRANSITIONING TOWARD A MORE FOCUSED EFFORT TO EDUCATE CONSUMERS IN THE CRITICAL AREAS OF HEALTH AND SAFETY. NEW INITIATIVES INCLUDE PROGRAMS INTENDED TO PROVIDE BETTER COMPARATIVE HEALTH AND EVIDENCED BASED MEDICINE INFORMATION AS WELL AS PROGRAMS DESIGNED TO ALERT CONSUMERS TO THE RISKS ASSOCIATED WITH DANGEROUS PRODUCTS. IN ADDITION, CONSUMERS UNION PROVIDES SUBSTANTIAL FREE CONSUMER EDUCATION INFORMATION AS A PUBLIC SERVICE THROUGH OUR EDUCATIONAL WEB SITES AND THROUGH AN EXPANDING USE OF SOCIAL NETWORKING SITES AND BLOGS. CONSUMERS UNION EDUCATIONAL WEBSITES INCLUDE: THE CONSUMERS UNION ADVOCACY WEB SITE (CONSUMERSUNION.ORG), CONSUMER REPORTS BEST BUY DRUGS (CRBESTBUYDRUGS.ORG), SPANISH LANGUAGE CONSUMER EDUCATIONAL MATERIALS, AT (CONSUMERSUNION.ORG/ESPANOL),(HTTP://ESPANOL.CONSUMERREPORTS.ORG/CUESPANOL ), CONSUMER REPORTS GREENER CHOICES (GREENERCHOICES.ORG), AND ECO-LABELS, AN ONLINE GUIDE TO ENVIRONMENTAL LABELS (ECO-LABELS.ORG). SPECIFIC ACCOMPLISHMENT INCLUDE: A)HEALTH INFORMATION - CONSUMERS UNION'S HEALTH RATING CENTER (HTTP://WWW.CONSUMERREPORTS.ORG/HEALTH/HOME.HTM) CONTINUES TO EXPAND ITS RATINGS OF HOSPITAL AND TREATMENTS TO PROVIDE THE BEST COMPARATIVE DATA ON HEALTHCARE. THE CENTER PARTNERED WITH THE SOCIETY FOR THORACIC SURGEONS TO RELEASE CLINICAL QUALITY MEASURES AND IS EXPLORING FURTHER OPPORTUNITIES TO PARTNER WITH OUTSIDE ORGANIZATIONS TO DEVELOP AND DISSEMINATE DATA WITH THE INTENT OF PROVIDING CONSUMERS IMPORTANT INFORMATION AND USING THE MEASURES TO IMPROVE THE QUALITY OF CARE. - BEST BUY DRUGS (BBD) CONSUMERS UNION RECENTLY PUBLISHED SEVERAL UPDATED BEST BUY DRUGS REPORTS, INCLUDING ONE ON DRUGS TO TREAT DIABETES; ANOTHER ON ANTIPLATELETS TO HELP AVOID HEART ATTACK, AND STROKES, AND ONE ON USING ANTICONVULSANT MEDICATION TO TREAT FIBROMYALGIA, IN ADDITION TO ARTICLES ON DRUG SAFETY AND "OFF-LABEL" USE. BBD IS DEVELOPING NEW PARTNERSHIPS IN AN EFFORT TO REACH A WIDER RANGE OF CONSUMER AUDIENCES - FOR EXAMPLES, VIA PARTNERSHIPS WITH COMMUNITY PHARMACISTS, AND ANOTHER WITH LARGE-SCALE RETAIL STORES. B)SAFETY -THE SCHOOL SAFETY ALERT PROGRAM THE SCHOOL SAFETY ALERT PROGRAM ALERTS PARENTS, SCHOOL ADMINISTRATORS, AND EDUCATORS IMMEDIATELY TO IMMINENT DANGERS AND ALLOWS THEM TO REMOVE POTENTIALLY DANGEROUS, EVEN LETHAL PRODUCTS FROM THEIR HOMES AND SCHOOLS. CONSUMERS UNION HOSTS A LANDING PAGE (HTTP://BLOGS.CONSUMERREPORT.ORG/SAFETYALERTS/ABOUT.HTML) WITH DAILY RECALL UPDATES THAT SCHOOLS, PARENTS, TEACHERS AND CAREGIVERS CAN ALSO RECEIVE THROUGH MOBILE AND WEB ALERTS. TO FURTHER THE REACH OF THE SCHOOL SAFETY ALERT PROGRAM, CONSUMERS UNION, ALONG WITH THE NATIONAL PTA AND THE NATIONAL SCHOOL BOARDS ASSOCIATION, CONVENED A NUMBER OF ORGANIZATIONS REPRESENTING SCHOOL ADMINISTRATORS, EDUCATORS, HEALTH OFFICIALS AND SCHOOL-BASED VOLUNTEER ORGANIZATIONS TO FORM A NATIONAL SCHOOL SAFETY COALITION. - SAFE MARKETPLACE PROGRAM DISSEMINATES IMPORTANT SAFETY INFORMATION VIA HIGH-TECH VIDEO AT POINT-OF-SALE IN-STORE VIDEOS, KIOSKS, AND WEBSITES. RETAILER LOCATIONS CURRENTLY INCLUDE: WAL-MART, COSTCO, SAM'S CLUB, BJ'S, MEIJER, FRED MEYERS, FRY'S, ALBERTSON'S, SHAW'S, SHOPRITE, ACME, PATHMARK, JEWEL-OSCO (AND WE ARE WORKING TO INCLUDE ADDITIONAL RETAILER LOCATIONS). WEBSITE ONLY: TOYS "R" US. GRANT: CONSUMERS UNION MAKES GRANT TO OTHER NONPROFIT ORGANIZATIONS AND PROJECTS THAT CONDUCT ACTIVITIES THAT ARE SIMILAR AND RELATED TO CONSUMERS UNION'S PURPOSES. DURING THE FISCAL YEAR ENDED 05/31/11, CONSUMERS UNION MADE 14 SUCH GRANTS. |
| CONSOLIDATED FINANCIAL STATEMENTS | PART IV, LINE 12 | CONSUMERS UNION OF UNITED STATES, INC. IS AUDITED IN COMBINATION WITH ITS RELATED ORGANIZATIONS: CONSUMERS UNION ACTION FUND, INC. [EIN: 20-4780406] AND TRUMAN AVENUE FOUNDATION, INC. [EIN: 20-5665599], ALTHOUGH SEPARATE AUDITED FINANCIAL STATEMENTS ARE NOT ISSUED FOR CONSUMERS UNION OF UNITED STATES, INC., A CONSOLIDATED AUDITED FINANCIAL STATEMENT WAS ISSUED FOR THE FISCAL YEAR ENDED MAY 31, 2011, WHICH WAS PREPARED IN ACCORDANCE WITH GAAP. FORM 990 REVIEW PROCESS, PART VI, LINE 11A THE 990 IS PREPARED UTILIZING THE ASSISTANCE OF OUR INDEPENDENT FINANCIAL AUDITOR, KPMG. THE RELATED SERVICES FROM KPMG ARE APPROVED BY THE AUDIT COMMITTEE AS PART OF THE AUDIT APPROVAL PROCESS. AFTER THE 990 IS PREPARED BY KPMG IN COORDINATION WITH CU FINANCE MANAGEMENT, IT IS REVIEWED BY THE CONTROLLER AND CFO BEFORE IT IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE. A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO ITS FILING. |
| CONFLICT OF INTEREST COMPLIANCE PROCESS | FORM 990, PART VI, LINE 12C | CONSUMERS UNION'S BOARD OF DIRECTORS AND STAFF MEMBERS ARE REQUIRED TO FILL OUT AND SIGN A DISCLOSURE OF INTEREST STATEMENT AND ATTESTATION OF COMPLIANCE EACH YEAR. BOARD MEMBERS' FORMS ARE REVIEWED BY A COMMITTEE OF THE BOARD; STAFF MEMBERS' FORMS ARE REVIEWED BY AN OUTSIDE INDEPENDENT REVIEWER, AND, IF CONFLICTS CANNOT BE RESOLVED, BY A STAFF CONFLICT OF INTEREST COMMITTEE. FORM 990, PART VI, SECTION B LINE 14 - WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY AT ALL TIMES DURING THE TAX YEAR IN QUESTION, THE ORGANIZATION HAD A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY. THIS QUESTION WAS ANSWERED IN THE NEGATIVE SOLELY BECAUSE CONSUMERS UNION WAS NOT CERTAIN THAT ITS POLICY HAD BEEN APPROVED BY ITS BOARD OF DIRECTORS PRIOR TO IMPLEMENTATION. IN OCTOBER, 2011, SUBSEQUENT TO THE COMPLETION OF THE 2011 TAX YEAR BUT PRIOR TO THE FILING OF THIS RETURN, THE BOARD APPROVED A WRITTEN POLICY. |
| PROCESS FOR DETERMINING EXECUTIVE COMPENSATION | FORM 990, PART VI, LINE 15 | CU'S EXECUTIVE COMPENSATION PROGRAM IS DESIGNED TO ATTRACT, ENGAGE, AND RETAIN HIGHLY TALENTED AND DEDICATED INDIVIDUALS WHO POSSESS THE PREREQUISITE SKILLS AND DEMONSTRATED PERFORMANCE NECESSARY TO FULFILL ITS MISSION. THE PROGRAM IS STRUCTURED TO PROVIDE TOTAL COMPENSATION DIRECT AND INDIRECT THAT SUPPORTS THE ACHIEVEMENT OF CU'S STRATEGIC AND OPERATING GOALS AND IS REASONABLY COMPETITIVE TO WHAT IS OFFERED BY COMPARABLE ORGANIZATIONS. CU ESTABLISHED AND MAINTAINS AN EXECUTIVE COMPENSATION PROGRAM THAT QUALIFIES FOR A REBUTTABLE PRESUMPTION OF REASONABLENESS AND PERIODICALLY REVIEWS ITS EXECUTIVE COMPENSATION TO ENSURE ONGOING ALIGNMENT WITH ITS STRATEGIC DIRECTION AND FINANCIAL LIMITS. TO ENSURE ITS EXECUTIVE COMPENSATION IS CONSISTENT WITH THIS COMPENSATION PHILOSOPHY, CU: - CLEARLY IDENTIFIES A SURVEY PEER GROUP AND PROTOCOL FOR BENCHMARKING AND DETERMINING THE REASONABLENESS OF TOTAL COMPENSATION IN RELATION TO MARKET NORMS FOR SIMILAR EXECUTIVE POSITIONS; - ENGAGES AN INDEPENDENT AND QUALIFIED COMPENSATION CONSULTANT TO PERIODICALLY COMPILE AND ANALYZE COMPETITIVE MARKET COMPENSATION FOR SIMILAR EXECUTIVES IN ORGANIZATIONS COMPARABLE TO CU; - PROVIDES REASONABLY COMPETITIVE TOTAL COMPENSATION CONSISTENT WITH MARKET NORMS AND PERFORMANCE RESULTS IN ANY GIVEN YEAR; AND - PERIODICALLY EVALUATES AND REALIGNS PERFORMANCE MEASURES TO CONFORM TO CHANGING STRATEGIC GOALS AND OTHER BUSINESS NEEDS. ENSURES THAT THE EXECUTIVE COMPENSATION PROGRAM IS CONSISTENT WITH CU'S MISSION AND TAX-EXEMPT STATUS AND THAT COMPENSATION IS BOTH COMPETITIVE AND REASONABLE IS A SHARED RESPONSIBILITY OF THE BOARD OF DIRECTORS ("THE BOARD"), ITS COMPENSATION AND HUMAN RESOURCES COMMITTEE ("THE COMMITTEE"), AND CU'S PRESIDENT. THE COMMITTEE IS MADE UP OF INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS WHO DO NOT HAVE ANY CONFLICT OF INTEREST WITH REGARD TO EXECUTIVE COMPENSATION. THE BASIS FOR THE DECISIONS MADE BY THE COMMITTEE ARE DOCUMENTED IN THE MINUTES OF EACH COMMITTEE MEETING. |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCE | FORM 990, PART XI, LINE 5 | UNREALIZED GAINS ON INVESTMENTS ..................... 32,519,030 UNREALIZED LOSS INTEREST RATE SWAP .................. (239,638) PENSION RELATED CHANGES ............................. 3,775,571 CHANGE RESTRICTED BEQUEST REVENUE ................... 47,482 CHANGE IN VALUE SPLIT INTEREST AGREEMENT ............ 5,679 ROUNDING ............................................ 8 ------------ TOTAL 36,108,132 ============ |
| PUBLIC AVAILABILITY OF FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS | FORM 990, PART VI, LINE 19 | CONSUMERS UNION'S ANNUAL FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON ITS WEBSITE, WWW.CONSUMERREPORTS.ORG. OUR GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| MEMBERS, STOCKHOLDERS | PART VI, LINE 7A | CONSUMERS REPORTS IS A NEW YORK STATE NOT-FOR-PROFIT MEMBERSHIP CORPORATION. THE MEMBERS ARE ANY INDIVIDUAL WITH A PAID ANNUAL SUBSCRIPTION TO CONSUMER REPORTS OR CONSUMERREPORTS.ORG., WHO DOES ONE OF THE FOLLOWING: (1) GIVES NOTICE OF ACCEPTANCE OF MEMBERSHIP; (2) SENDS IN A NOMINATION FOR THE BOARD OF DIRECTORS; OR, (3) RETURNS TO CU, THE BALLOT TRANSMITTED IN CONNECTION WITH THE ANNUAL ELECTION OF DIRECTORS. POWERS OF MEMBERS 1. MEMBERS CAN ELECT THE BOARD OF DIRECTORS; 2. THE ANNUAL REPORT OF CONSUMERS REPORTS MUST BE PRESENTED TO MEMBERS; 3. THE MEMBERS MUST MEET AT LEAST ANNUALLY; 4. BY-LAWS OF THE ORGANIZATION MAY BE ADOPTED, AMENDED OR REPEALED BY MEMBERS; 5. MEMBERS MAY DEMAND TO CALL A SPECIAL MEETING IF AT LEAST 10% OF THE MEMBERS CALL FOR A MEETING WITHIN TWO TO THREE MONTHS IN THE FUTURE. |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:NORMAN I SILBER TITLE:DIRECTOR HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:JAMES A GUEST TITLE:PRESIDENT AND CEO HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:RICHARD GANNON TITLE:VP AND CFO HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:CHRISTOPHER MEYER TITLE:VP EXTERNAL AFFAIRS HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:EILEEN HERSHENOV TITLE:VP GENERAL COUNSEL HOURS:1 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Consumer Media LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 Truman Ave | AddressLine1 |
| City | Yonkers | City |
| State | NY | State |
| ZIP Code | 10703 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263886493 | EIN |
| Primary Activities | EDUCATION | PrimaryActivities |
| Legal Domicile State | DE | LegalDomicileState |
| Total Income | 816 | TotalIncome |
| EOY Assets | 19495 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| CONSUMERS UNION ACTION FUND | |||||||||
| 101 TRUMAN AVENUE | YONKERS | NY | 10703 | 204780406 | LOBBYING | DE | 501(C)(4) | N/A | NA |
| THE TRUMAN AVENUE FOUNDATION INC | |||||||||
| 101 TRUMAN AVENUE | YONKERS | NY | 10703 | 205665599 | R/E HOLDING | DE | 501(C)(3) | 11 - I | NA |
Form990 Schedule R Part IV Form990ScheduleRPartIV (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|
| FISHER CHARITABLE REMAINDER UNITRUST | ||||||||||
| 101 TRUMAN AVENUE | YONKERS | NY | 107031057 | 450604799 | ANNUITY | NY | NA | T | 302755 | 1.00000 |
| ROSS CHARITABLE REMAINDER UNITRUST | ||||||||||
| 101 TRUMAN AVENUE | YONKERS | NY | 107031057 | 746552533 | ANNUITY | NY | NA | T | 594161 | 0.75000 |
| KELLOG CHARITABLE REMAINDER UNITRUST | ||||||||||
| 101 TRUMAN AVENUE | YONKERS | NY | 107031057 | 207549083 | ANNUITY | NY | NA | T | 591328 | 1.00000 |
| WANTANABE CHARITABLE REMAINDER UNITRUST | ||||||||||
| 101 TRUMAN AVENUE | YONKERS | NY | 107031057 | 266913662 | ANNUITY | NY | NA | T | 128901 | 1.00000 |
| STERN CHARITABLE REMAINDER UNITRUST | ||||||||||
| 101 TRUMAN AVENUE | YONKERS | NY | 107031057 | 450604799 | ANNUITY | NY | NA | T | 106500 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |