2011-11-10T12:56:43-06:00 2010-12-31 RSM MCGLADREY INC 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 208787340 990 2010-01-01 521219782 NATIONAL COMMUNITY ACTION FOUNDATION INC NATI 2028422092 1 MASSACHUSETTS AVENUE NW - SUITE 310 NO 530 WASHINGTON DC 20001 DAVID BRADLEY 2028422092 2011-11-15 1 WILLIAM E TURCO 3012963600 2010 2016-03-07 17:11:31Z DAVID BRADLEY 1 MASSACHUSETTS AVENUE NW - SUITE 310 NO 5 WASHINGTON DC 20001 1737579 0 X WWW.NCAF.ORG X 1981 DC THE NATIONAL COMMUNITY ACTION FOUNDATION (NCAF) ADVOCATES FOR PUBLIC POLICY AND RESOURCES FOR A NATIONAL NETWORK OF COMMUNITY ACTION AGENCIES THAT PROMOTE SELF SUFFICIENCY AMONG LOW-INCOME FAMILIES AND COMMUNITIES. 11 11 6 10 0 0 5930285 931070 613842 705741 19625 31432 1804 5750 6565556 1673993 0 3400000 0 0 606247 614241 0 0 448135 1463124 1674431 2069371 5688672 4496185 -4014679 4779228 888108 175593 299393 4603635 588715 THE NATIONAL COMMUNITY ACTION FOUNDATION (NCAF) ADVOCATES FOR PUBLIC POLICY AND RESOURCES FOR A NATIONAL NETWORK OF COMMUNITY ACTION AGENCIES THAT PROMOTE SELF SUFFICIENCY AMONGLOW-INCOME FAMILIES AND COMMUNITIES. 0 0 4819237 665391 PROVIDING INFORMATION TECHNICAL ASSISTANCE TO MEMBERS ON LEGISLATIVE ISSUES. SERVICES INCLUDE THE MONITORING AND LOBBYING OF CONGRESSIONAL AND ADMINISTRATIVE POLICIES REGARDING LOW INCOME INDIVIDUALS, COLLECTION AND DISSEMINATION OF INFORMATION, PERIODIC NEWSLETTERS AND REPORTS TO MEMBERS, PARTICIPATION IN EDUCATIONAL MEETINGS, TELEPHONE INFORMATION, AND REFERRAL AND VIDEO PRESENTATIONS TO LOBBYISTS AND STATE AND REGIONAL ASSOCIATIONS. 4819237 0 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 18 0 1 6 1 0 0 0 0 1 1 0 X 11 11 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 DC X KELLIE BAKER 2028422092 1 MASSACHUSETTS AVENUE NW - SUITE WASHINGTON DC 20001 BARRY LAMONT 1.00 X X 0 0 0 CHARLES BRAITHWAIT 1.00 X X 0 0 0 JANICE RILEY 1.00 X X 0 0 0 CATHY HOSKINS 1.00 X X 0 0 0 GENE BRADY 1.00 X X 0 0 0 JOHN DREW 1.00 X 0 0 0 ADRIAN FASSETT 1.00 X 0 0 0 MARSHA KREUCHER 1.00 X 0 0 0 WILLIAM POWELL JR 1.00 X 0 0 0 RICHARD JACKSON 1.00 X 0 0 0 CLARENCE BUDDY RAY 1.00 X 0 0 0 KELLIE BAKER 50.00 X 93462 0 11715 DAVID BRADLEY 70.00 X 187000 0 31805 280462 0 43520 1 0 1 0 MOSS MCGEE BRADLEY & COLBERT ONE MASSACHUSETTS AVE NW WASHINGTON DC 20001 LOBBYING 180000 1 931070 931070 CONFERENCE/SEMINAR 900099 705741 665391 40350 705741 20018 20018 75000 63586 11414 11414 11414 OTHER REVENUE 900099 5750 5750 5750 1673993 665391 0 77532 3400000 3400000 315507 214545 50481 50481 214619 145943 34338 34338 4823 3279 772 772 54599 37127 8736 8736 24693 16791 3951 3951 22837 7993 6851 7993 37135 12997 11141 12997 191960 67186 57588 67186 363360 127176 109008 127176 36462 24794 5834 5834 15290 15290 143319 97457 22931 22931 82979 82979 594307 404129 95089 95089 6082 4136 973 973 3929 3929 CIF OPERATING EXPENSES 114629 114629 DUES AND SUBSCRIPTIONS 35481 24127 5677 5677 OTHER EXPENSES 16193 11011 2591 2591 BANK FEES 8813 5993 1410 1410 CAP FACTS 1655 1655 5688672 4819237 421300 448135 10535 59877 4462280 539629 41693 23416 28284 98539 90545 76073 13344 14472 223092 152175 4779228 888108 173214 126883 2379 172510 175593 299393 X 172882 190148 4430753 398567 4603635 588715 4779228 888108 X -4014679 -241 X X 0 1 1 X 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 9162 9162 0 81383 66911 14472 14472 1673993 5688672 -4014679 -241 -241 -4014920 1882842 -241 209090 208849 1673993 0 1673993 5906856 218184 218184 5688672 0 5688672 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: NCAF IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE. UNRELATED BUSINESS INCOME THAT IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. NCAF HAD NO NET UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2010. CAPPAC IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 527, EXCEPT FOR INVESTMENT INCOME WHICH IS SUBJECT TO TAX AS UNRELATED BUSINESS INCOME. CAPPAC DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2010. THE FOUNDATION FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE FOUNDATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2007. PART XII, LINE 2D - OTHER ADJUSTMENTS: AFFILIATE INCOME PRESENTED ON CONSOLIDATED FINANCIAL STATEMENTS 209,090. PART XIII, LINE 2D - OTHER ADJUSTMENTS: AFFILIATE EXPENSES PRESENTED ON CONSOLIDATED FINANCIAL STATEMENTS 218,184. 1 COMMUNITY ACTION TEAM INC 125 N 17TH ST ST ST HELENS OR 97051 930554156 501(C)(3) 300000 WEATHERIZATION TRAINING CORPORATION FOR OHIO APPALACHIAN DEV 1 PINCHOT LANE ATHENS OH 45701 310811788 75000 WEATHERIZATION TRAINING COMMUNITY HOUSING PARTNERS CORP 400 INDUSTRIAL DR NE CHRISTIANSBURG VA 24073 541023025 250000 WEATHERIZATION TRAINING INDIANA COMMUNITY ACTION ASSN 1845 W 18TH ST INDIANAPOLIS IN 46202 351267319 271000 WEATHERIZATION TRAINING MONTANA WEATHERIZATION TRAINING CTR - MONTANA STATE UNIV 102 TAYLOR HALL BOZEMAN MT 59717 816010045 501(C)(3) 354000 WEATHERIZATION TRAINING COMMUNITY SERVICES AGENCY 1090 8TH STREET RENO NV 89512 880095799 501(C)(3) 500000 WEATHERIZATION TRAINING ASSOCIATION FOR ENERGY AFFORDABILITY INC 105 BRUCKNER BLVD BRONX NY 10454 133374285 501(C)(3) 800000 WEATHERIZATION TRAINING ENERGY COORDINATING AGENCY 1924 ARCH ST PHILADELPHIA PA 19103 222602113 501(C)(3) 750000 WEATHERIZATION TRAINING ACTION HOUSING INC 425 6TH AVENUE SUITE 950 PITTSBURG PA 15219 251744328 501(C)(3) 100000 WEATHERIZATION TRAINING 6 3 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTEES SUBMIT QUARTERLY REPORTS THAT ARE REVIEWED AND A FINAL REPORT IS SUBMITTED AT THE END OF THE PROGRAM. THE ADVISORY COMMITTEE REVIEWS THAT STATUS OF GRANT PROGRAMS AND IN SOME CASES, CONDUCTS SITE VISITS. AN INDEPENDENT CONSULTANT PREPARES A FORMAL EVALUATION REPORT. X 0 0 X X 0 0 0 0 0 0 0 0 0 DAVID BRADLEY 187000 0 0 0 0 0 9000 0 22805 0 218805 0 0 0 PART I, LINE 1A DAVID BRADLEY, FIRST-CLASS AIR TRAVEL, TREATED AS NON-TAXABLE ITEM DAVID BRADLEY EXECUTIVE DIRECTOR OF NCAF 187000 NCAF PAYS MOSS MCGEE BRADLEY & COLBERT FOR LOBBYING EXPENSES. MR. BRADLEY IS A PARTNER OF THIS FIRM. 0 FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF DIRECTORS ENTERED INTO A MANAGEMENT CONTRACT WITH DAVID A. BRADLEY TO ACT UNDER DIRECTION OF THE NCAF BOARD OF DIRECTORS RELATING TO MANAGEMENT OF THE AFFAIRS OF NCAF, INCLUDING BUT NOT LIMITED TO COORDINATION OF ORGANIZATIONAL FUND RAISING, COORDINATION OF LEGAL ASSISTANCE FOR COMMUNITY ACTION AGENCIES, CONSTITUENT SERVICES, SUPERVISION OF STAFF, ADMINISTRATION OF THE COMMUNITY ACTION PROGRAM-POLITICAL ACTION COMMITTEE AND SUCH OTHER ACTIVITIES TO PROMOTE THE COMMUNITY ACTION PROGRAM AND TO PROTECT THE INTEGRITY OF THE ORGANIZATION AS IS DEEMED APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY THE ACCOUNTING FIRM EMPLOYEED BY FOUNDATION. THE FORM 990 IS THEN REVIEWED BY THE SENIOR FINANCIAL PERSON OF THE ORGANIZATION PRIOR TO APPROVAL AND FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -241. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. COMMUNITY ACTION PROGRAM POLITICAL ACTION COMMITTEE 1 MASSACHUSETTS AVENUE NW SUITE 310 WASHINGTON DC 20001 900039109 POLITICAL ACTION COMMITTEE DC 527 NATIONAL COMMUNITY ACTION FOUNDATION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0