THE PHILANTHROPY ROUNDTABLE INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE PHILANTHROPY ROUNDTABLE INC (EIN 13-2943020)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-10
- IRS object ID
- 201121309349300042
- Schema version
- 2010v3.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-10T11:31:36-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARSON ALLEN | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 SOUTH QUINCY STREET SUITE 150 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22206 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132943020 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHILANTHROPY ROUNDTABLE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PHIL | NameControl |
| Phone | 2028228333 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1730 M STREET NW NO 601 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ADAM MEYERSON | Name |
| Title | PRESIDENT | Title |
| Phone | 2028228333 | Phone |
| Date Signed | 2011-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | YUNG-HEE GALLINARO | Name |
| Phone | 7039985100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | ADAM MEYERSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1730 M STREET NW NO 601 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6224554 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PHILANTHROPYROUNDTABLE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1993 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | TO ASSIST DONORS IN ACHIEVING THEIR PHILANTHROPIC INTENT, AND TO HELP DONORS ADVANCE LIBERTY, OPPORTUNITY, AND PERSONAL RESPONSIBILITY IN AMERICA AND ABROAD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 23 | TotalNbrEmployees |
| Total Nbr Volunteers | 283 | TotalNbrVolunteers |
| Total Gross UBI | 10350 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -4732 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5146358 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5735588 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 369835 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 346560 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 16855 | InvestmentIncomePriorYear |
| Investment Income Current Year | 131482 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 15867 | OtherRevenuePriorYear |
| Other Revenue Current Year | 10924 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5548915 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6224554 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 250000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 250000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2152068 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2562561 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 411256 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2437931 | OtherExpensePriorYear |
| Other Expenses Current Year | 2703924 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4839999 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5516485 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 708916 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 708069 | RevenuesLessExpensesCY |
| Total Assets BOY | 7107027 | TotalAssetsBOY |
| Total Assets EOY | 8058631 | TotalAssetsEOY |
| Total Liabilities BOY | 130359 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 194499 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6976668 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7864132 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO FOSTER EXCELLENCE IN PHILANTHROPY, TO PROTECT PHILANTHROPIC FREEDOM, TO ASSIST DONORS IN ACHIEVING THEIR PHILANTHROPIC INTENT, AND TO HELP DONORS ADVANCE LIBERTY, OPPORTUNITY AND PERSONAL RESPONSIBILITY IN AMERICA AND ABROAD. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 694513 | Expense |
| Revenue | 336210 | Revenue |
| Description | ANNUAL MEETING: TO FOSTER EXCELLENCE IN PHILANTHROPY THROUGH AN ANNUAL MEETING OF FOUNDATION EXECUTIVES AND INDIVIDUAL PHILANTHROPISTS IN ORDER TO SHARE IDEAS, STRATEGIES, AND BEST PRACTICES. IN 2010, 364 ATTENDEES ATTENDED THE ANNUAL MEETING PARTICIPATING IN 28 SESSIONS ON VARIOUS TOPICS TO BECOME MORE EFFECTIVE PHILANTHROPISTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1368985 | Expense |
| Grants | 250000 | Grants |
| Description | BREAKTHROUGH GROUP MEETINGS AND SERVICES: TO PROVIDE A FORUM FOR DONORS TO DISCUSS BREAKTHROUGH INITIATIVES IN K-12 EDUCATION, CONSERVATION, NATIONAL SECURITY, AND HELPING PEOPLE TO HELP THEMSELVES (SOCIAL ISSUES), AND OTHER PROGRAM AREAS. OVER 650 DONORS ATTENDED OUR PUBLIC MEETINGS. GUIDEBOOKS WERE COMMISSIONED IN K-12 EDUCATION. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1197494 | Expense |
| Description | ALLIANCE FOR CHARITABLE REFORM: THE ALLIANCE FOR CHARITABLE REFORM IS A PROJECT OF THE PHILANTHROPY ROUNDTABLE. ITS MISSION IS TO PROMOTE THE RIGHTS OF DONORS AND PRIVATE FOUNDATIONS TO CHOOSE HOW AND WHERE TO SPEND THEIR CHARITABLE ASSETS AND TO DEFEND AGAINST ANY INITIATIVE THAT SEEKS TO USE THE LEGISLATIVE OR POLITICAL PROCESS TO WEAKEN THAT RIGHT TO CHOOSE. | Description |
Activity Other ActivityOther (4 entries)
| ExpenseExpense | DescriptionDescription |
|---|---|
| 517120 | PHILANTHROPY: TO PRODUCE A MAGAZINE WHICH FOCUSES ON BROAD STRATEGIC QUESTIONS OF PHILANTHROPIC GIVING AND IS DISTRIBUTED TO MORE THAN 4,000 INDIVIDUALS. |
| 59246 | OTHER PUBLICATIONS: TO PROVIDE PUBLICATIONS THAT ARE ON TOPICS OF INTEREST WITHIN THE PHILANTHROPIC COMMUNITY. THEY HELP DONORS ACHIEVE PHILANTHROPIC EXCELLENCE, INCLUDING IN-DEPTH EXAMINATION OF THE PRINCIPLED AND PRACTICAL ASPECTS OF INTELLIGENT CHARITABLE GIVING. |
| 367742 | MEMBER SERVICES: TO PROVIDE ONE-ON-ONE CONSULTATION OF GOVERNANCE ISSUES AND BEST PRACTICES IN CHARITABLE GIVING. |
| 486762 | VOICES FOR PHILANTHROPY: TO ENGAGE COMMUNITY LEADERS IN SHOWING THE VALUABLE IMPACT OF PHILANTHROPY. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1430870 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 4691862 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| 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 | 68 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 23 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHILANTHROPY ROUNDTABLE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2028228333 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1730 M STREET NW SUITE 601 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| MIKE GREBE | ||||||||
| CHAIRMAN | 3.00 | X | X | 0 | 0 | 0 | ||
| HEATHER HIGGINS | ||||||||
| VICE-CHAIRMAN | 2.00 | X | X | 0 | 0 | 0 | ||
| KIMBERLY DENNIS | ||||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | ||
| DONN WEINBERG | ||||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 | ||
| ANA THOMPSON | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JEFF SANDEFER | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JIM PIERESON | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| ADAM MEYERSON | ||||||||
| PRESIDENT | 40.00 | X | 277000 | 0 | 34500 | |||
| SHANNON TORONTO | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | 192500 | 0 | 24750 | X | |||
| SUE SANTA | ||||||||
| SENIOR VP OF PUBLIC POLICY | 40.00 | 224800 | 0 | 31500 | X | |||
| THOMAS RILEY | ||||||||
| VP FOR COMMUNICATIONS | 40.00 | 176800 | 0 | 26250 | X | |||
| JO KWONG | ||||||||
| DIRECTOR OF PHILANTHROPIC SERVICES | 40.00 | 100805 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 971905 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 117000 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| URBAN SWIRSKI & ASSOCIATES | |||||
| 1455 PENN AVE NW SUITE 400 | WASHINGTON | DC | 20004 | LEGISLATIVE CONSULTING SERVICES FOR FEDE | 264000 |
| GOGERTY MARRIOTT | |||||
| 1501 4TH AVENUE | SEATTLE | WA | 98101 | COMMUNICATION STRATEGY CONSULTING | 180000 |
| JKM RESEARCH | |||||
| 1501 4TH AVENUE | SEATTLE | WA | 98101 | QUALITATIVE RESEARCH SERVICES FOR VOICES | 102400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| All Other Contributions | 5735588 | AllOtherContributions |
| Total Contributions | 5735588 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REGISTRATION FEES | Description |
| Business Code | 541900 | BusinessCode |
| Total Revenue Column | 336210 | TotalRevenueColumn |
| Related Or Exempt Function Income | 336210 | RelatedOrExemptFunctionIncome |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10350 | TotalRevenueColumn |
| Unrelated Business Revenue | 10350 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 346560 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 131482 | TotalRevenueColumn |
| Exclusion | $131,482 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC. INCOME | Description |
| Business Code | 541900 | BusinessCode |
| Total Revenue Column | 10924 | TotalRevenueColumn |
| Exclusion | $10,924 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 10924 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6224554 | TotalRevenueColumn |
| Related Or Exempt Function Income | 336210 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 10350 | UnrelatedBusinessRevenue |
| Exclusion | $142,406 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250000 | Total |
| Program Services | 250000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1178739 | Total |
| Program Services | 986157 | ProgramServices |
| Management And General | 112216 | ManagementAndGeneral |
| Fundraising | 80366 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 984835 | Total |
| Program Services | 709818 | ProgramServices |
| Management And General | 109857 | ManagementAndGeneral |
| Fundraising | 165160 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97944 | Total |
| Program Services | 70593 | ProgramServices |
| Management And General | 10925 | ManagementAndGeneral |
| Fundraising | 16426 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174658 | Total |
| Program Services | 125884 | ProgramServices |
| Management And General | 19483 | ManagementAndGeneral |
| Fundraising | 29291 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126385 | Total |
| Program Services | 91092 | ProgramServices |
| Management And General | 14098 | ManagementAndGeneral |
| Fundraising | 21195 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6450 | Total |
| Management And General | 6450 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17741 | Total |
| Management And General | 17741 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 226400 | Total |
| Program Services | 226400 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13693 | Total |
| Management And General | 13693 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 921343 | Total |
| Program Services | 894103 | ProgramServices |
| Management And General | 25740 | ManagementAndGeneral |
| Fundraising | 1500 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 475123 | Total |
| Program Services | 336136 | ProgramServices |
| Management And General | 96459 | ManagementAndGeneral |
| Fundraising | 42528 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9705 | Total |
| Management And General | 9705 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 198656 | Total |
| Management And General | 198656 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 208437 | Total |
| Program Services | 197412 | ProgramServices |
| Management And General | 3582 | ManagementAndGeneral |
| Fundraising | 7443 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 481231 | Total |
| Program Services | 480236 | ProgramServices |
| Management And General | 995 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21410 | Total |
| Management And General | 21410 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13589 | Total |
| Management And General | 13589 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OVERHEAD ALLOCATION | 0 | 250760 | -294812 | 44052 |
| STIPENDS AND HONORARIA | 74985 | 68434 | 3256 | 3295 |
| OTHER EXPENSES | 25526 | 4837 | 20689 | |
| PERSONAL PROPERTY TAXES | 9635 | 9635 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5516485 | Total |
| Program Services | 4691862 | ProgramServices |
| Management And General | 413367 | ManagementAndGeneral |
| Fundraising | 411256 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 487958 | BOY |
| EOY | 204718 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5667751 | BOY |
| EOY | 1789825 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 893000 | BOY |
| EOY | 802000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2713 | BOY |
| EOY | 12897 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20578 | BOY |
| EOY | 29498 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 219727 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 190510 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28625 | BOY |
| EOY | 29217 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 5184074 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6402 | BOY |
| EOY | 6402 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7107027 | BOY |
| EOY | 8058631 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124138 | BOY |
| EOY | 191281 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6221 | BOY |
| EOY | 3218 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130359 | BOY |
| EOY | 194499 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5164540 | BOY |
| EOY | 6369887 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1812128 | BOY |
| EOY | 1494245 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6976668 | BOY |
| EOY | 7864132 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7107027 | BOY |
| EOY | 8058631 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 708069 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 179395 | 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 | 5436608 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3972362 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4532134 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5146348 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5735588 | CurrentTaxYear |
| Total | 24823040 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5436608 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3972362 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4532134 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5146348 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5735588 | CurrentTaxYear |
| Total | 24823040 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3763064 | AmountsSubstContributorsTotal |
| Public Support Total170 | 21059976 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 76001 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 175950 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 142838 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16771 | CurrentTaxYearMinus1Year |
| Current Tax Year | 131482 | CurrentTaxYear |
| Total | 543042 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19026 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 39635 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 48267 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15867 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10924 | CurrentTaxYear |
| Total | 133719 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 25499801 | TotalSupport |
| Gross Receipts From Admissions Etc | 1842215 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.82590 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.84520 | 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 | 24400 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 24400 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 5492085 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 5516485 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 425824 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 106456 | 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 | 342440 | CurrentYearMinus3 |
| Current Year Minus2 | 369322 | CurrentYearMinus2 |
| Current Year Minus1 | 391602 | CurrentYearMinus1 |
| Current Year | 425824 | CurrentYear |
| Total | 1529188 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,293,782 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 65715 | CurrentYearMinus2 |
| Current Year Minus1 | 14400 | CurrentYearMinus1 |
| Current Year | 24400 | CurrentYear |
| Total | 104515 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 85610 | CurrentYearMinus3 |
| Current Year Minus2 | 92331 | CurrentYearMinus2 |
| Current Year Minus1 | 97901 | CurrentYearMinus1 |
| Current Year | 106456 | CurrentYear |
| Total | 382298 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $573,447 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 65715 | CurrentYearMinus2 |
| Current Year Minus1 | 14400 | CurrentYearMinus1 |
| Current Year | 24400 | CurrentYear |
| Total | 104515 | Total |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV, SUPPLEMENTAL INFORMATION: | Identifier |
| Explanation | DURING 2010, THE ORGANIZATION INCURRED TOTAL SELF-DEFENSE LOBBYING EXPENSES IN THE AMOUNT OF $226,400 OF WHICH $202,000 WAS DIRECT LOBBYING AND $24,400 WAS GRASSROOTS LOBBYING. SELF-DEFENSE DIRECT LOBBYING EXPENSES ARE NOT CONSIDERED LOBBYING EXPENDITURES AND THEREFORE ARE NOT SHOWN ON PART II-A, LINE 1B. | Explanation |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 76247 | OtherCostOrOtherBasis |
| Depreciation | 73512 | Depreciation |
| Book Value | 2735 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 143480 | OtherCostOrOtherBasis |
| Depreciation | 116998 | Depreciation |
| Book Value | 26482 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 29217 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED RENT | Description |
| Amount | $3,218 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3218 | TotalOfAmounts |
| Total Revenue | 6224554 | TotalRevenue |
| Total Expenses | 5516485 | TotalExpenses |
| Excess Or Deficit For Year | 708069 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 179395 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 179395 | TotalAdjustments |
| Excess Or Deficit Per FS | 887464 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6403949 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 179395 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 179395 | RevenueNotRptdF990 |
| Revenue Subtotal | 6224554 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6224554 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5516485 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5516485 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5516485 | TotalExpensesPerForm990 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONORS TRUST | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 NORTH HENRY STREET | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 522166327 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 250000 | AmountOfCashGrant |
| Purpose Of Grant | TO ASSIST THE HERTOG/SIMON FUND FOR POLICY ANALYSIS OF DONORS TRUST. THE FUND WAS CREATED FOR SIGNIFICANT MAGAZINE ARTICLES THAT ADVANCE PUBLIC POLICY IDEAS. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OTHER INFORMATION: | Identifier |
| Return Reference | PART IV: | ReturnReference |
| Explanation | THE PHILANTHROPY ROUNDTABLE ADMINISTERS THE WILLIAM E. SIMON PRIZE, WHICH PROVIDES A $250,000 PRIZE PAYABLE TO THE CHARITY OR CHARITIES OF THE PRIZE RECIPIENT'S CHOICE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| 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 | 1 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADAM MEYERSON | |||||||||||||
| 227000 | 0 | 50000 | 0 | 0 | 0 | 34500 | 0 | 20757 | 0 | 332257 | 0 | 50000 | 0 |
| SHANNON TORONTO | |||||||||||||
| 162500 | 0 | 30000 | 0 | 0 | 0 | 24750 | 0 | 5426 | 0 | 222676 | 0 | 15000 | 0 |
| SUE SANTA | |||||||||||||
| 192300 | 0 | 32500 | 0 | 0 | 0 | 31500 | 0 | 9863 | 0 | 266163 | 0 | 20000 | 0 |
| THOMAS RILEY | |||||||||||||
| 173800 | 0 | 3000 | 0 | 0 | 0 | 26250 | 0 | 20206 | 0 | 223256 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 6 | ReturnReference |
| Explanation | THE ORGANIZATION PROVIDED STAFF BONUSES IN 2010 BASED ON ORGANIZATIONAL PERFORMANCE MEASURES WHICH INCLUDED PROGRAMMATIC ACHIEVEMENTS AND FINANCIAL HEALTH. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NEW PROGRAM SERVICES | FORM 990, PART III, LINE 2 | THE ORGANIZATION LAUNCHED A NEW INITIATIVE IN 2010 CALLED VOICES FOR PHILANTHROPY WHICH SEEKS TO ENGAGE COMMUNITY LEADERS IN SHOWING THE VALUABLE IMPACT OF PHILANTHROPY. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. MANAGEMENT REVIEWS THE DRAFT RETURN PRIOR TO THE FILING WITH THE INTERNAL REVENUE SERVICES. | |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS AND STAFF REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD DETERMINES THE COMPENSATION OF THE PRESIDENT ANNUALLY USING THE FORM 990 OF SIMILAR ORGANIZATIONS. THIS PROCESS WAS LAST PERFORMED IN 2010. THE BOARD ALSO REVIEWS THE COMPENSATION FOR THE CHIEF OPERATING OFFICER AND SENIOR VICE PRESIDENT OF PUBLIC POLICY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 179,395. |
| FORM 990, PART XI, LINE 2C: | THE OVERSIGHT PROCESS AND SELECTION PROCESS HAVE NOT CHANGED. |