HUMAN SERVICES RESEARCH INSTITUTE INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HUMAN SERVICES RESEARCH INSTITUTE INC (EIN 52-1039368)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-03-16
- IRS object ID
- 202400779349300000
- Schema version
- 2022v5.0
- 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) |
|---|---|---|
| Return | 2024-03-16T20:14:16-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431985162 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH SULLIVAN & BROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 FLANDERS ROAD - SUITE 302 | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521039368 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUMAN SERVICES RESEARCH INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUMA | BusinessNameControlTxt |
| Phone | 6178760426 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2336 MASSACHUSETTS AVENUE | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02140 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HUGHES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6178760426 | PhoneNum |
| Signature | 2024-03-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | HUGHES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA M BROWN CPA | PreparerPersonNm |
| PTIN | P01614103 | PTIN |
| Phone | 5088717178 | PhoneNum |
| Preparation | 2024-03-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID HUGHES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2336 MASSACHUSETTS AVENUE | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,535,191 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HSRI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | CONDUCT RESEARCH AND POLICY STUDIES IN HUMAN SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 81 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $146,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $442,600 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,730,235 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,056,429 | CYProgramServiceRevenueAmt |
| PY Investment Income | $228,949 | PYInvestmentIncomeAmt |
| CY Investment Income | $30,245 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $12,105,184 | PYTotalRevenueAmt |
| CY Total Revenue | $13,529,274 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,358,434 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,337,736 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,099,416 | PYOtherExpensesAmt |
| CY Other Expenses | $5,581,964 | CYOtherExpensesAmt |
| PY Total Expenses | $11,457,850 | PYTotalExpensesAmt |
| CY Total Expenses | $13,919,700 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $647,334 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$390,426 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,662,398 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,734,100 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,069,927 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,395,677 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,592,471 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,338,423 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE RESEARCH AND TECHNICAL ASSISTANCE IN THE FIELDS OF INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, POPULATION HEALTH, SUBSTANCE USE AND PREVENTION, MENTAL HEALTH AND CHILD AND FAMILY SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,652,033 | ExpenseAmt |
| Revenue | $4,969,066 | RevenueAmt |
| Desc | INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, AGING, AND DISABILITY:SINCE 1976, WE'VE BEEN WORKING WITH SELF-ADVOCATES AND FAMILIES TO RESEARCH AND SHAPE EFFECTIVE COMMUNITY-BASED SERVICES AND SUPPORTS FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES ("IDD"). WE'VE BEEN HONORED TO ASSIST AGENCIES IN MOVING CONSISTENTLY IN THE DIRECTION OF HIGHER-QUALITY, MORE PERSON-DRIVEN, SELF-DIRECTED SERVICES: - BUILDING POLICY AND PRACTICE IN SUPPORT OF SELF-DIRECTED MODELS OF SERVICE DELIVERY- SUPPORTING THE EXPANSION OF INTEGRATED COMMUNITY LIVING OPTIONS AS PEOPLE WITH IDD MOVE FROM PUBLIC INSTITUTIONS - APPLYING MEDICAID WAIVER FUNDS EFFICIENTLY AND EFFECTIVELY TO ACHIEVE PERSON-CENTERED POLICY OBJECTIVES IN COMMUNITY BASED SETTINGS-WORKING WITH STAKEHOLDERS TO BUILD CAPACITY FOR PERSON CENTERED PRACTICE-GROWING THE AVAILABILITY OF PRACTICES TO SUPPORT FAMILIES-ENHANCING QUALITY ASSURANCE AND IMPROVEMENT SYSTEMS INCLUDING THE DEVELOPMENT OF NATIONALLY RECOGNIZED QUALITY MEASURES-SUPPORTING THE SELF-ADVOCACY MOVEMENT INCLUDING GRASSROOTS WORK TO BUILD AN EXPECTATION OF PERSON-CENTERED PRACTICE-REVIEWING AND MODIFYING SERVICE PLANNING AND DELIVERY IN ORDER TO PROVIDE CULTURALLY AND LINGUISTICALLY COMPETENT SERVICES -TEAMING WITH GOVERNMENT AGENCIES AND NATIONAL ORGANIZATIONS TO PROMOTE THE WELL-BEING OF OLDER INDIVIDUALS AND PEOPLE WITH PHYSICAL DISABILITIES BY IMPROVING THE SERVICES AND PROGRAMS DESIGNED TO HELP THEM LIVE INDEPENDENTLY IN THEIR HOMES AND COMMUNITIESWE COLLABORATE WITH NATIONAL ORGANIZATIONS IN THESE EFFORTS, INCLUDING THE NATIONAL ASSOCIATION OF STATE DIRECTORS OF DEVELOPMENTAL DISABILITIES SERVICES TO SUPPORT THE NATIONAL CORE INDICATORS - AN OUTCOME MEASUREMENT SYSTEM THAT SPANS NEARLY ALL 50 STATES. WE ALSO HAVE LONGSTANDING PARTNERSHIPS WITH THE INSTITUTE ON COMMUNITY INCLUSION AT THE UNIVERSITY OF MASSACHUSETTS AND THE RESEARCH AND TRAINING CENTER ON COMMUNITY INTEGRATION AT THE UNIVERSITY OF MINNESOTA. WE ALSO ASSIST IDD AGENCIES AROUND THE COUNTRY TO ALLOCATE RESOURCES MORE EFFICIENTLY, EFFECTIVELY, AND EQUITABLY. THIS PROCESS OFTEN INVOLVES SYSTEMS CHANGES TO ALTER THE SERVICES AVAILABLE, REBASE REIMBURSEMENT RATES, ASSESS INDIVIDUAL SUPPORT NEEDS, AND ASSIGN PERSONAL SUPPORTS BUDGETS TO EACH INDIVIDUAL.IN ADDITION TO HSRI'S 20-YEAR COMMITMENT TO NATIONAL CORE INDICATORS, THE ORGANIZATION HAS TEAMED WITH THE NATIONAL ASSOCIATION OF STATE UNITS ON AGING AND DISABILITY TO LAUNCH THE NATIONAL CORE INDICATORS FOR AGING AND DISABILITY ("NCI-AD"). NCI-AD ENTAILS A SURVEY OF ADULT PARTICIPANTS IN AGING AND DISABILITY HOME AND COMMUNITY-BASED SERVICES WAIVERS, OLDER AMERICANS PROGRAMS, AND STATE PLAN MEDICAID SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,949,746 | ExpenseAmt |
| Revenue | $2,706,087 | RevenueAmt |
| Desc | BEHAVIORAL HEALTH:WE WORK WITH GOVERNMENT AGENCIES, COMMUNITY-BASED ORGANIZATIONS, AND OTHER PARTNERS TO IDENTIFY SUSTAINABLE WAYS TO PROMOTE WELLNESS AND ADVANCE THE QUALITY OF LIFE FOR PEOPLE AND COMMUNITIES.OUR PROJECTS INCLUDE PROGRAM EVALUATION, INTERVENTION RESEARCH, NEEDS ASSESSMENT, SYSTEMS PLANNING, AND TECHNICAL ASSISTANCE. THE METHODS WE EMPLOY RANGE FROM COMMUNITY-BASED PARTICIPATORY RESEARCH TO ADVANCED DATA ANALYSIS, AND WE FREQUENTLY USE MIXED METHODS APPROACHES THAT INTEGRATE QUALITATIVE AND QUANTITATIVE DATA TO INFORM OUR FINDINGS AND RECOMMENDATIONS.OUR VALUES ARE FRONT AND CENTER IN ALL THAT WE DO: PEOPLE WITH LIVED EXPERIENCE OF RECEIVING MENTAL HEALTH AND SUBSTANCE USE SERVICES SHOULD DRIVE CHANGE, AS EXTERNAL PARTNERS (E.G. ADVISORS, ADVOCATES) AND INTERNAL LEADERS (E.G. SERVICE PROVIDERS, EXECUTIVE LEADERSHIP). WE EMBRACE AND PROMOTE PERSON-CENTERED, TRAUMA-INFORMED, CULTURALLY RESPONSIVE PRACTICES, AND WE HOLD THAT GOOD AND MODERN BEHAVIORAL HEALTH SYSTEMS SHOULD EMPHASIZE EQUITY, SELF-DETERMINATION, AND INCLUSION.THE BEHAVIORAL HEALTH TEAM HAS: CONDUCTED NEEDS ASSESSMENT TO IDENTIFY SERVICE NEEDS AT THE NATIONAL, STATE AND LOCAL LEVELS; IDENTIFIED, IMPLEMENTED AND EVALUATED EVIDENCE-BASED PRACTICES AND PROMISING PRACTICES IN THE AREAS OF HOUSING, EMPLOYMENT, CASE MANAGEMENT, INTEGRATED SERVICES, PEER-OPERATED SERVICES, ETC.; EVALUATED THE CULTURAL COMPETENCY OF SERVICES; DEVELOPED COMPUTERIZED BUDGET SIMULATION AND RESOURCE ALLOCATION MODELS FOR PROJECTING THE COSTS AND POTENTIAL COST OFFSETS OF IMPLEMENTING JAIL OR PRISON DIVERSION PROGRAMS FOR OFFENDERS WITH MENTAL ILLNESS; AND HAVE CONDUCTED SYNTHETIC ESTIMATIONS AND OTHER TECHNIQUES TO ASSIST STATES AND COUNTIES PREPARE FOR HEALTH CARE REFORM. THE BEHAVIORAL HEALTH TEAM ALSO WORKS WITH HEALTH DATA IN BUILDING DATA WAREHOUSES AND WORKING WITH STATES ON USING THIS DATA TO TRACK UTILIZATION, COST AND MONITORING QUALITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,272,800 | ExpenseAmt |
| Revenue | $4,625,888 | RevenueAmt |
| Desc | POPULATION HEALTH:THE POPULATION HEALTH TEAM BUILDS DATA SYSTEMS TO COLLECT, ANALYZE, AND REPORT HEALTH CARE DATA TO IMPROVE THE QUALITY OF HEALTH INFORMATION AVAILABLE FOR RESEARCH, POLICY, AND PRACTICE. OUR DATA HELPS HEALTH POLICY MAKERS IMPROVE POPULATION HEALTH AND HEALTH CARE DELIVERY AND AIDS CONSUMERS IN CHOOSING WHERE THEY RECEIVE CARE. FOR 20 YEARS, WE'VE ANALYZED HEALTH CLAIMS DATA TO GENERATE HIGH-QUALITY INSIGHTS INTO POPULATION HEALTH. COMBINING THAT EXPERIENCE WITH OUR EXPERTISE WORKING WITH STAKEHOLDER GROUPS TO COLLABORATIVELY DEVELOP AND DEFINE QUALITY MEASURES AND DATA METRICS (INCLUDING CONSUMER OUTCOME MEASURES), WE NOW HELP AGENCIES DEVELOP NON-PROPRIETARY DATA COLLECTION AND REPORTING SYSTEMS. WITH OUR DEEP UNDERSTANDING OF MODELS AND SYSTEMS ACROSS THE HEALTH AND HUMAN SERVICES SECTORS, WE HELP LEVERAGE AND ENHANCE EXISTING HEALTH CLAIMS AND OTHER DATASETS WHEREVER POSSIBLE. HSRI WORKS CLOSELY WITH A VARIETY OF FEDERAL, STATE AND PRIVATE ENTITIES TO DESIGN, IMPLEMENT, AND EVALUATE HEALTH DATA SYSTEMS WITH THE GOAL OF PROVIDING HIGH-QUALITY DATA FOR BOTH SYSTEM MANAGEMENT AND RESEARCH FUNCTIONS. HSRI PRIDES ITSELF ON CREATING HEALTH DATA SYSTEMS THAT ARE RESPONSIVE TO THE NEEDS OF ALL STAKEHOLDERS: FUNDERS, DATA SUBMITTERS, DATA USERS, AND THE GENERAL PUBLIC. BASED ON THIS PRINCIPLE, OUR HEALTH DATA SYSTEMS ARE DESIGNED SO PROVIDER ORGANIZATIONS AND STATES CAN MANAGE THEIR INFORMATION ASSETS; TO FACILITATE RETRIEVAL OF RELEVANT INFORMATION QUICKLY AND EFFICIENTLY; TO ENSURE THE RELIABILITY OF DATA SUBMITTED; TO MEET THE NEEDS OF MULTIPLE DATA USERS RELATED TO PROGRAM OVERSIGHT, COST MONITORING, QUALITY ASSURANCE AND PROGRAM EVALUATION; AND TO QUICKLY PROVIDE THOSE DATA BACK TO STAKEHOLDERS IN A USER-FRIENDLY FASHION. WE ARE PROMOTING MORE EFFECTIVE USE OF HEALTHCARE DATA TO INFORM AND TRANSFORM PUBLIC AND POPULATION HEALTH, IMPROVE THE EFFECTIVENESS OF HEALTHCARE MARKETS, AND ADDRESS PERSISTENT INEQUITIES AND DISPARITIES IN HEALTHCARE. TO ADVANCE EQUITABLE SOLUTIONS, WE ARE WORKING TOWARDS HEALTH DATA SYSTEMS THAT CAN DISAGGREGATE DATA BY RACE. WHEN WE DISAGGREGATE HEALTH DATA BY RACE, OUR GOAL IS TO SHOW THE EFFECTS OF POLICIES AND PRACTICES THAT HAVE BEEN SHAPED BY STRUCTURAL RACISM AND OTHER FORMS OF DISCRIMINATION - AND TO ENVISION SOLUTIONS THAT CAN CREATE AN EQUITABLE FUTURE FOR ALL COMMUNITIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,674,292 | ExpenseAmt |
| Revenue | $755,387 | RevenueAmt |
| Desc | CHILD, YOUTH AND FAMILY:WE PROVIDE PROGRAM EVALUATION, CONSULTATION, TRAINING AND TECHNICAL ASSISTANCE TO CHILD-SERVING AGENCIES TO PROMOTE BEST PRACTICES. WE ALSO SUPPORT CROSS-AGENCY APPROACHES TO ADDRESS THE WHOLE NEEDS OF CHILD WELFARE-INVOLVED FAMILIES, INCLUDING CHILDREN AND FAMILIES WITH DEVELOPMENTAL DISABILITIES AND FAMILIES LIVING WITH MENTAL HEALTH OR SUBSTANCE USE ISSUES.OUR APPROACH HINGES ON STRONG COMMUNICATION AND COLLABORATION, MAKING SURE OUR WORK IS GROUNDED IN THE REALITY OF THE CURRENT SERVICE ENVIRONMENT AS EXPERIENCED BY CHILDREN AND FAMILIES. WE ALSO FIND VALUE IN SHARING FINDINGS AS A PROJECT PROGRESSES, SO EVERYONE INVOLVED CAN SEE THE VALUE OF THE EFFORT AND MAKE ONGOING ADJUSTMENTS AS NEEDED.VERITY ANALYTICS:VERITY ANALYTICS HELPS POLICY MAKERS AND OTHERS IMPROVE WORKFLOWS AND MAKE INFORMED POLICY DECISIONS TO DRIVE PERSON-CENTERED OUTCOMES - ALL WHILE STAYING COMPLIANT WITH DATA SECURITY REQUIREMENTS. VERITY ANALYTICS IS A CLOUD-BASED BUSINESS INTELLIGENCE SOFTWARE THAT ENABLES USERS TO WORK MORE EFFICIENTLY TO MONITOR SYSTEM PERFORMANCE AND IMPROVE WORKFLOWS. BUILT TO BE EASILY CONSUMED AND SHARED, VERITY ANALYTICS PROVIDES THE FOUNDATION TO ANSWER BIG PREDICTIVE QUESTIONS, EXAMINE POLICY IMPLICATIONS, AND COORDINATE STRATEGIES ACROSS AGENCIES. WHETHER INTERACTING WITH THE DATA FROM YOUR OWN DASHBOARDS, PUBLISHING POINT-IN-TIME EXTRACTS, OR PROVIDING A LIVE INTERACTIVE DEMONSTRATION WITH KEY STAKEHOLDERS, THIS DATA CAN HELP YOU MAKE DATA-DRIVEN DECISIONS THAT BEST SERVE PEOPLE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,674,292 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $755,387 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $12,548,871 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 40 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 81 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNA EDWARDS DIRECTOR OF FINANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6178760426 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2336 MASSACHUSETTS AVENUE | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02140 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JOSEPH RAY | |||||||
| VICE CHAIR | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR ROY GABRIEL | |||||||
| SECRETARY/TREASURER | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RUTH LUCKASSON | |||||||
| MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| DR SHERYL WHITE-SCOTT | |||||||
| MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN DAY | |||||||
| CHAIR | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| FINN GARDINER | |||||||
| MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| DAVID HUGHES | |||||||
| PRESIDENT | 40.00 | Yes (X) | $220,387 | $0 | $12,157 | ||
| ALEXANDRA BONARDI | |||||||
| VICE PRESIDENT | 40.00 | Yes (X) | $162,542 | $0 | $30,774 | ||
| LEANNE CANDURA | |||||||
| VICE PRESIDENT | 40.00 | Yes (X) | $162,194 | $0 | $25,663 | ||
| SEBRINA JOHNIKEN | |||||||
| VICE PRESIDENT | 40.00 | Yes (X) | $134,478 | $0 | $17,720 | ||
| JOHN AGOSTA PHD | |||||||
| SENIOR POLICY FELLOW | 40.00 | $199,728 | $0 | $22,411 | Yes (X) | ||
| DAVID NETHAWAY | |||||||
| DIRECTOR OF TECHNOLOGY | 40.00 | $151,189 | $0 | $27,959 | Yes (X) | ||
| NILUFER ISVAN | |||||||
| SR. POLICY RESEARCH ASSOC. | 40.00 | $148,786 | $0 | $22,102 | Yes (X) | ||
| KEVIN ROGERS | |||||||
| SR. BUSINESS SYSTEMS ANALY | 40.00 | $165,926 | $0 | $9,463 | Yes (X) | ||
| ANNAMARIE EDWARDS | |||||||
| DIRECTOR OF FINANCE | 40.00 | $145,831 | $0 | $23,740 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,491,061 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $191,989 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NORC | |||||
| UCHI 55 EAST MONROE STREET 20TH FL | CHICAGO | IL | 60603 | PROGRAM CONSULTANT | $1,335,021 |
| HEALTH MANAGEMENT ASSOCIATES | |||||
| 120 N WASHINGTON SQUARE SUITE 705 | LANSING | MI | 48933 | PROGRAM CONSULTANT | $303,051 |
| NASHIA | |||||
| PO BOX 1878 | ALABASTER | AL | 35007 | PROGRAM CONSULTANT | $254,338 |
| XINONIX INTERACTIVE DEVELOPMENT | |||||
| 18 RIDGE STREET | WINCHESTER | MA | 01890 | PROGRAM CONSULTANT | $138,401 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $442,600 | GovernmentGrantsAmt |
| Total Contributions | $442,600 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT FUNDED RESEARCH | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $13,056,429 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,056,429 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,056,429 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,162 | TotalRevenueColumnAmt |
| Exclusion | $36,162 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,917 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$5,917 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,917 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$5,917 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,529,274 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,050,512 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $36,162 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $811,394 | TotalAmt |
| Program Services | $637,288 | ProgramServicesAmt |
| Management And General | $174,106 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,034,567 | TotalAmt |
| Program Services | $4,902,831 | ProgramServicesAmt |
| Management And General | $131,736 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,715 | TotalAmt |
| Program Services | $247,978 | ProgramServicesAmt |
| Management And General | $6,737 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,678,597 | TotalAmt |
| Program Services | $1,601,025 | ProgramServicesAmt |
| Management And General | $77,572 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $558,463 | TotalAmt |
| Program Services | $531,742 | ProgramServicesAmt |
| Management And General | $26,721 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,632 | TotalAmt |
| Management And General | $15,632 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,000 | TotalAmt |
| Management And General | $45,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,167 | TotalAmt |
| Management And General | $11,167 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,306,444 | TotalAmt |
| Program Services | $3,825,587 | ProgramServicesAmt |
| Management And General | $480,857 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,966 | TotalAmt |
| Program Services | $145,759 | ProgramServicesAmt |
| Management And General | $74,207 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,442 | TotalAmt |
| Program Services | $286,018 | ProgramServicesAmt |
| Management And General | $40,424 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,127 | TotalAmt |
| Program Services | $146,490 | ProgramServicesAmt |
| Management And General | $10,637 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,676 | TotalAmt |
| Program Services | $152,119 | ProgramServicesAmt |
| Management And General | $100,557 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,568 | TotalAmt |
| Program Services | $25,808 | ProgramServicesAmt |
| Management And General | $74,760 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,110 | TotalAmt |
| Program Services | $23,410 | ProgramServicesAmt |
| Management And General | $1,700 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,546 | TotalAmt |
| Management And General | $23,546 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| STAFF DEVELOPMENT AND E | $61,902 | $61,902 | |
| MISCELLANEOUS EXPENSE | $36,384 | $13,568 | $22,816 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,919,700 | TotalAmt |
| Program Services | $12,548,871 | ProgramServicesAmt |
| Management And General | $1,370,829 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,170 | BOYAmt |
| EOY | $241,276 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $369,066 | BOYAmt |
| EOY | $467,593 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,466,449 | BOYAmt |
| EOY | $2,961,807 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,873 | BOYAmt |
| EOY | $219,780 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,460,442 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $150,660 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,332,392 | BOYAmt |
| EOY | $1,309,782 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,372,868 | BOYAmt |
| EOY | $1,528,282 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,580 | BOYAmt |
| EOY | $5,580 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,662,398 | BOYAmt |
| EOY | $6,734,100 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,046,693 | BOYAmt |
| EOY | $1,091,655 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,502,220 | BOYAmt |
| EOY | $1,880,344 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $521,014 | BOYAmt |
| EOY | $423,678 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,069,927 | BOYAmt |
| EOY | $3,395,677 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,592,471 | BOYAmt |
| EOY | $3,338,423 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,592,471 | BOYAmt |
| EOY | $3,338,423 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,662,398 | BOYAmt |
| EOY | $6,734,100 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$390,426 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $136,378 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,075,689 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,606,019 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,146,527 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $146,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $442,600 | CurrentTaxYearAmt |
| Total | $20,416,835 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $9,528,273 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,730,235 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,056,429 | CurrentTaxYearAmt |
| Total | $34,314,937 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,075,689 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,606,019 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,674,800 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,876,235 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,499,029 | CurrentTaxYearAmt |
| Total | $54,731,772 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $6,434,987 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,144,793 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,594,884 | CurrentTaxYearAmt |
| Total | $19,174,664 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $6,434,987 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,144,793 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,594,884 | CurrentTaxYearAmt |
| Total | $19,174,664 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $35,557,108 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,922 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,972 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,713 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,037 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,162 | CurrentTaxYearAmt |
| Total | $159,806 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,922 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,972 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,713 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,037 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,162 | CurrentTaxYearAmt |
| Total | $159,806 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,104,611 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,634,991 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,703,513 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,913,272 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,535,191 | CurrentTaxYearAmt |
| Total | $54,891,578 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.64780 | PublicSupportCY509Pct |
| Public Support PY509 | 0.75110 | PublicSupportPY509Pct |
| Investment Income CY | 0.00290 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00270 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $453,540 | OtherCostOrOtherBasisAmt |
| Book Value | $453,540 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,006,902 | OtherCostOrOtherBasisAmt |
| Depreciation | $150,660 | DepreciationAmt |
| Book Value | $856,242 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,309,782 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $13,654,485 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $136,379 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $136,379 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,518,106 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $11,167 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $11,167 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,529,273 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,908,533 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,908,533 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $11,167 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $11,167 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,919,700 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID HUGHES | ||||||||||||||
| PRESIDENT | $220,387 | $0 | $0 | $0 | $0 | $0 | $11,220 | $0 | $937 | $0 | $232,544 | $0 | $0 | $0 |
| JOHN AGOSTA PHD | ||||||||||||||
| SENIOR POLICY FELLOW | $199,728 | $0 | $0 | $0 | $0 | $0 | $10,135 | $0 | $12,276 | $0 | $222,139 | $0 | $0 | $0 |
| ALEXANDRA BONARDI | ||||||||||||||
| VICE PRESIDENT | $162,542 | $0 | $0 | $0 | $0 | $0 | $8,977 | $0 | $21,797 | $0 | $193,316 | $0 | $0 | $0 |
| LEANNE CANDURA | ||||||||||||||
| VICE PRESIDENT | $162,194 | $0 | $0 | $0 | $0 | $0 | $8,966 | $0 | $16,697 | $0 | $187,857 | $0 | $0 | $0 |
| DAVID NETHAWAY | ||||||||||||||
| DIRECTOR OF TECHNOLOGY | $151,189 | $0 | $0 | $0 | $0 | $0 | $8,186 | $0 | $19,773 | $0 | $179,148 | $0 | $0 | $0 |
| KEVIN ROGERS | ||||||||||||||
| SR. BUSINESS SYSTEMS ANALY | $165,926 | $0 | $0 | $0 | $0 | $0 | $8,526 | $0 | $937 | $0 | $175,389 | $0 | $0 | $0 |
| NILUFER ISVAN | ||||||||||||||
| SR. POLICY RESEARCH ASSOC. | $148,786 | $0 | $0 | $0 | $0 | $0 | $8,121 | $0 | $13,981 | $0 | $170,888 | $0 | $0 | $0 |
| ANNAMARIE EDWARDS | ||||||||||||||
| DIRECTOR OF FINANCE | $145,831 | $0 | $0 | $0 | $0 | $0 | $7,932 | $0 | $15,808 | $0 | $169,571 | $0 | $0 | $0 |
| SEBRINA JOHNIKEN | ||||||||||||||
| VICE PRESIDENT | $134,478 | $0 | $0 | $0 | $0 | $0 | $7,092 | $0 | $10,628 | $0 | $152,198 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALERY BRADLEY & LEWIS SARGENTICH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | FOUNDER | RelationshipWithOrgTxt |
| Loan Purpose | MORTGAGE | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $965,771 | OriginalPrincipalAmt |
| Balance Due | $423,678 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $423,678 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE EXTERNAL AUDITORS AND REVIEWED BY MANAGEMENT AND THE BOARD. REVISIONS, CORRECTIONS, ETC. ARE MADE AS NECESSARY. ONCE ALL ARE SATISFIED WITH THE FORM, IT IS FINALIZED AND A COPY IS SENT TO ALL BOARD MEMBERS. A REVIEW IS CONDUCTED AT A BOARD OF TRUSTEES MEETING PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL CORPORATE OFFICERS AND BOARD MEMBERS ARE REQUIRED TO SIGN AND UPDATE PERIODICALLY, A CONFLICT OF INTEREST CERTIFICATE AND DISCLOSURE FORM. EACH TIME A STAFF PERSON RECEIVES ANYTHING OF VALUE AS PART OF THEIR WORK, THEY ARE REQUIRED TO DISCLOSE THE FOLLOWING TO THEIR SUPERVISOR: 1. THE NAME OF THE PERSON GIVING THE GIFT. 2. THE NATURE OF THE GIFT. 3. THE VALUE OF THE GIFT. 4. THE CIRCUMSTANCES SURROUNDING THE RECEIPT OF THE GIFT. IF QUESTIONS ARISE CONCERNING A POSSIBLE CONFLICT OF INTEREST, EMPLOYEES ARE EXPECTED TO REQUEST ADVICE FROM THEIR SUPERVISOR. |
| FORM 990, PART VI, SECTION B, LINE 15 | EVERY FIVE YEARS THE ORGANIZATION USES AN OUTSIDE CONSULTING FIRM TO REVIEW THE SALARIES OF ALL EMPLOYEES INCLUDING CORPORATE STAFF AND KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE AT THE SECRETARY OF STATE'S OFFICE. THE ANNUAL FINANCIAL STATEMENTS ARE INCLUDED IN THE ANNUAL FILING WITH THE STATE ATTORNEY GENERAL AND ARE AVAILABLE FOR PUBLIC INSPECTION AT THAT OFFICE. THEY ARE ALSO AVAILABLE ON GUIDESTAR. THE ORGANIZATION DOES NOT MAKE ITS BY-LAWS OR ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC AS IT DOES NOT BELIEVE THAT A PUBLIC PURPOSE WOULD BE SERVED BY DOING SO. |
| FORM 990, PART IX, LINE 11G | SUBCONTRACTORS AND CONSULTANTS: PROGRAM SERVICE EXPENSES 3,825,587. MANAGEMENT AND GENERAL EXPENSES 428,842. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,254,429. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 52,015. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 52,015. |
Comments