FED OF STATE HUMANITIES COUNCILS: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FED OF STATE HUMANITIES COUNCILS (EIN 35-1409894)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-23
- IRS object ID
- 202432059349300428
- Schema version
- 2023v5.1
- 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 | 2024-07-23T10:10:50-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521853933 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JM&M | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1730 RHODE ISLAND AVE NW SUITE 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351409894 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FEDERATION OF STATE HUMANITIES COUNCILS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FEDE | BusinessNameControlTxt |
| Phone | 7039089700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 WILSON BLVD 340 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHOEBE STEIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7039089700 | PhoneNum |
| Signature | 2024-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PHOEBE | PersonFirstNm |
| Person Last | STEIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEENA BISHNOI | PreparerPersonNm |
| PTIN | P01480769 | PTIN |
| Phone | 2022963306 | PhoneNum |
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 | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PHOEBE STEIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 WILSON BLVD 340 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,433,757 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STATEHUMANITIES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE SUPPORT FOR THE STATE AND JURISDICTIONAL HUMANITIES COUNCILS AND STRIVE TO CREATE GREATER AWARENESS OF THE HUMANITIES IN PUBLIC AND PRIVATE LIFE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,206,660 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,259,060 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $268,579 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $288,617 | CYProgramServiceRevenueAmt |
| PY Investment Income | $44,559 | PYInvestmentIncomeAmt |
| CY Investment Income | $55,496 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,928 | PYOtherRevenueAmt |
| CY Other Revenue | $5,394 | CYOtherRevenueAmt |
| PY Total Revenue | $1,523,726 | PYTotalRevenueAmt |
| CY Total Revenue | $1,608,567 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $76,129 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $40,953 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $682,208 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $742,578 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $165,471 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $805,758 | PYOtherExpensesAmt |
| CY Other Expenses | $857,298 | CYOtherExpensesAmt |
| PY Total Expenses | $1,564,095 | PYTotalExpensesAmt |
| CY Total Expenses | $1,640,829 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$40,369 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$32,262 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,707,248 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,826,518 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $852,333 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $942,588 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $854,915 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $883,930 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE SUPPORT FOR THE STATE AND JURISDICTIONAL HUMANITIES COUNCILS AND STRIVE TO CREATE GREATER AWARENESS OF THE HUMANITIES IN PUBLIC AND PRIVATE LIFE. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $520,701 | ExpenseAmt |
| Revenue | $288,617 | RevenueAmt |
| Desc | NATIONAL HUMANITIES CONFERENCE - ESTABLISHED IN 1978 BY THE FEDERATION, THE NATIONAL HUMANITIES CONFERENCE ("NHC") WAS ORIGINALLY DESIGNED AS A RESOURCE TO BRING TOGETHER THE NATIONWIDE NETWORK OF THE STATE AND JURISDICTIONAL HUMANITIES COUNCILS AND THOSE INTERESTED IN ADVANCING THE WORK OF THE PUBLIC HUMANITIES. IN 2015, THE FEDERATION AND THE NATIONAL HUMANITIES ALLIANCE ("NHA") PARTNERED TO MAKE THE CONFERENCE AVAILABLE TO BOTH PUBLIC AND ACADEMIC HUMANITIES PRACTITIONERS TO ADDRESS LOCAL AND NATIONAL CHALLENGES THROUGH THE LENS OF THE HUMANITIES AND TO SPARK INNOVATIVE COLLABORATIONS, CONVERSATIONS, AND RESEARCH WHILE BROADENING THE IMPACT AND RELEVANCE OF THE HUMANITIES IN EVERYDAY AMERICAN LIFE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $453,034 | ExpenseAmt |
| Grant | $2,343 | GrantAmt |
| Desc | INFORMATION EXCHANGE - THE FEDERATION HOSTS SEVERAL INTERNAL LISTSERVS FOR ITS MEMBERSHIP AS WELL AS A MORE GENERAL ONE THAT CONNECTS MEMBERS WITH MAJOR PARTNERS, INCLUDING THE NATIONAL ENDOWMENT FOR THE HUMANITIES ("NEH") AND NHA. ADDITIONALLY, THE FEDERATION SUPPORTS A NUMBER OF NEWSLETTERS THAT BRING INFORMATION ABOUT THE NATIONAL HUMANITIES CONFERENCE, ADVOCACY, HUMANITIES COMMUNITY, AND FEDERATION TO ITS MEMBERS. IN 2018, THE FEDERATION BEGAN COLLABORATING WITH NHA TO DEVELOP AND DISTRIBUTE A JOINT CONGRESSIONAL NEWSLETTER THAT FEATURES NEWS ABOUT NHA AND FEDERATION MEMBERS, NEH, AND OTHER MAJOR HUMANITIES COMMUNITY INFORMATION. THIS NEWSLETTER IS DISTRIBUTED TO STAFF MEMBERS IN THE HOUSE HUMANITIES AND SENATE CULTURAL CAUCUSES.HUMANITIES ON THE HILL ("HOH") - THE FEDERATION'S ANNUAL ADVOCACY EVENT, WHICH BRINGS HUMANITIES COUNCIL ADVOCATES TOGETHER FROM ACROSS THE COUNTRY TO DEMONSTRATE THE IMPORTANCE OF FUNDING FOR NEH AND THE NEH FEDERAL/STATE PARTNERSHIP, IS A THREE-DAY EVENT THAT INCLUDES A MEMBERS ORIENTATION AND BRIEFING, CONGRESSIONAL RECEPTION, AND A MEMBERS ONLY DEBRIEF. THIS EVENT PROVIDES AN OPPORTUNITY FOR FEDERATION MEMBERS TO MEET WITH THEIR CONGRESSIONAL REPRESENTATIVES, SHARE ADVOCACY BEST PRACTICES, AND PRESENT A UNITED MESSAGE ABOUT THE VALUE OF THE HUMANITIES. OFTEN, CONGRESSIONAL REPRESENTATIVES AND STAFFERS SHARE REMARKS AT THE BRIEFING AND CONGRESSIONAL RECEPTION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $94,016 | ExpenseAmt |
| Grant | $38,610 | GrantAmt |
| Desc | SPECIAL PROJECTS AND OTHER PROGRAMS - THESE PROGRAMS PROMOTE WORKING WITH OTHER ORGANIZATIONS TO SUPPORT THE PUBLIC HUMANITIES AND RELATE TO DISCRETE PROJECTS, WHICH ARE CARRIED OUT WITHIN A SPECIFIED TIME.NEH-FUNDED EQUITABLE ACCESS GRANTS FOR THE NHC - IN 2023, NEH FUNDED 30 HUMANISTS TO ATTEND NHC IN INDIANAPOLIS, INDIANA. IN 2023, GRANT FUNDS SUPPORTED TRAVEL, REGISTRATION, AND LODGING FOR THE ATTENDEES, WHICH WERE FROM UNDERREPRESENTED GROUPS, ENABLING THEM TO PARTICIPATE IN CONFERENCE PROCEEDINGS AND MEET WITH NEH SENIOR LEADERSHIP, INCLUDING THE NEH CHAIR.SHARING STORIES AND LISTENING TO ONE ANOTHER: THE DECLARATION OF INDEPENDENCE AT 250 - IN 2023, WITH A GRANT FROM THE INSTITUTE OF MUSEUM & LIBRARY SERVICES, THE FEDERATION HOSTED A MEETING AT NHC WITH FIVE HUMANITIES COUNCILS AND THEIR LIBRARY PARTNERS. THE BULK OF THE WORK FOR THIS GRANT WILL HAPPEN IN 2024. THIS PROJECT IS DEVOTED TO POSITIONING COMMUNITY INSTITUTIONS TO HELP AMERICANS, WHEREVER THEY COME FROM AND WHOEVER THEY ARE, MARK AND MAKE SENSE OF THE 250TH ANNIVERSARY OF THE DECLARATION OF INDEPENDENCE TOGETHER. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,067,751 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | Yes (1) | 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 | 0 | 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 | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 11 | 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR PHOEBE STEIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7039089700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 WILSON BLVD 340 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22209 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| DR PHOEBE STEIN | ||||||
| PRESIDENT | 40.00 | Yes (X) | $160,000 | $0 | $34,898 | |
| PAXTON WILLIAMS CHAIR | ||||||
| UNTIL OCT., THEN IMM. PAST CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| EVA CALDERA DIRECTOR UNTIL | ||||||
| OCT., THEN CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SUSAN MCCARTHY | ||||||
| IMM. PAST CHAIR UNTIL OCT. 2023 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TERRI JETT DIRECTOR UNTIL | ||||||
| OCT., THEN VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KEVIN LINDSEY VICE CHAIR | ||||||
| UNTIL OCT., THEN DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRENDA THOMSON | ||||||
| SECRETARY UNTIL OCT. 2023 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JUANA GUZMAN DIRECTOR UNTIL | ||||||
| OCT., THEN SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JAMES BURKE | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ENDAWNIS SPEARS | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| STUART ROCKOFF | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| SHERRY PAULA WATKINS | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JOHN PHILLIP SANTOS | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MARK MIYAKE | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| LEO PANGELINAN | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MIRANDA RESTOVIC | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JENNIFER ORTIZ | ||||||
| DIRECTOR AS OF OCT. 2023 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JOSHUA RUDNIK | ||||||
| DIRECTOR AS OF OCT. 2023 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CARIN BERKOWITZ | ||||||
| DIRECTOR AS OF OCT. 2023 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JAMA BEST | ||||||
| DIRECTOR AS OF OCT. 2023 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DAVID PETTYJOHN | ||||||
| DIRECTOR UNTIL OCT. 2023 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $160,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $34,898 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WESTIN BONAVENTURE HOTEL & SUITES | |||||
| 404 S FIGUEROA STREET | LOS ANGELES | CA | 90071 | LODGING, CATERING, SPACE RENTAL | $142,152 |
| INDIANAPOLIS MARRIOTT DOWNTOWN | |||||
| 350 W MARYLAND STREET | INDIANAPOLIS | IN | 46225 | CATERING & ACCOMMODATIONS | $125,332 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,126,495 | MembershipDuesAmt |
| All Other Contributions | $132,565 | AllOtherContributionsAmt |
| Total Contributions | $1,259,060 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONFERENCE FEE | Desc |
| Business | 713990 | BusinessCd |
| Total Revenue Column | $288,617 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $288,617 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $288,617 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,875 | TotalRevenueColumnAmt |
| Exclusion | $28,875 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $851,811 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $825,190 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,621 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,621 | TotalRevenueColumnAmt |
| Exclusion | $26,621 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CASH BACK/REFUNDS | 900099 | $5,334 | $5,334 |
| BOARD REIMBURSEMENT | 900099 | $60 | $60 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,394 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,608,567 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $288,617 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $60,890 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,821 | TotalAmt |
| Program Services | $3,821 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,132 | TotalAmt |
| Program Services | $37,132 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,167 | TotalAmt |
| Program Services | $102,328 | ProgramServicesAmt |
| Management And General | $47,372 | ManagementAndGeneralAmt |
| Fundraising | $34,467 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $436,787 | TotalAmt |
| Program Services | $242,690 | ProgramServicesAmt |
| Management And General | $112,352 | ManagementAndGeneralAmt |
| Fundraising | $81,745 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,614 | TotalAmt |
| Program Services | $19,232 | ProgramServicesAmt |
| Management And General | $8,904 | ManagementAndGeneralAmt |
| Fundraising | $6,478 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,325 | TotalAmt |
| Program Services | $22,405 | ProgramServicesAmt |
| Management And General | $10,373 | ManagementAndGeneralAmt |
| Fundraising | $7,547 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,685 | TotalAmt |
| Program Services | $25,940 | ProgramServicesAmt |
| Management And General | $12,008 | ManagementAndGeneralAmt |
| Fundraising | $8,737 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,129 | TotalAmt |
| Management And General | $8,129 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,800 | TotalAmt |
| Management And General | $37,800 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,514 | TotalAmt |
| Program Services | $89,514 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438 | TotalAmt |
| Management And General | $438 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,588 | TotalAmt |
| Program Services | $54,750 | ProgramServicesAmt |
| Management And General | $5,838 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,402 | TotalAmt |
| Program Services | $47,199 | ProgramServicesAmt |
| Management And General | $37,036 | ManagementAndGeneralAmt |
| Fundraising | $3,167 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,620 | TotalAmt |
| Program Services | $64,241 | ProgramServicesAmt |
| Management And General | $29,741 | ManagementAndGeneralAmt |
| Fundraising | $21,638 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,300 | TotalAmt |
| Program Services | $102,860 | ProgramServicesAmt |
| Management And General | $50,376 | ManagementAndGeneralAmt |
| Fundraising | $1,064 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,296 | TotalAmt |
| Program Services | $144,296 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,229 | TotalAmt |
| Management And General | $23,229 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,794 | TotalAmt |
| Management And General | $8,794 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LEASED EQUIPMENT | $94,659 | $79,918 | $14,741 | |
| DUES, SUBSCRIPTIONS AND | $32,529 | $31,425 | $476 | $628 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,640,829 | TotalAmt |
| Program Services | $1,067,751 | ProgramServicesAmt |
| Management And General | $407,607 | ManagementAndGeneralAmt |
| Fundraising | $165,471 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,839 | BOYAmt |
| EOY | $25,934 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $730,969 | BOYAmt |
| EOY | $535,746 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $36,400 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,711 | BOYAmt |
| EOY | $18,965 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,837 | BOYAmt |
| EOY | $15,041 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $147,431 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $90,579 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,097 | BOYAmt |
| EOY | $56,852 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $762,276 | BOYAmt |
| EOY | $587,488 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,484 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,035 | BOYAmt |
| EOY | $550,092 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,707,248 | BOYAmt |
| EOY | $1,826,518 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,963 | BOYAmt |
| EOY | $27,436 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $612,379 | BOYAmt |
| EOY | $305,146 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,991 | BOYAmt |
| EOY | $610,006 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $852,333 | BOYAmt |
| EOY | $942,588 | 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 | $854,915 | BOYAmt |
| EOY | $849,401 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $34,529 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $854,915 | BOYAmt |
| EOY | $883,930 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,707,248 | BOYAmt |
| EOY | $1,826,518 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$32,262 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $61,277 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $2,897,746 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,971,048 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,014,575 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,206,660 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,259,060 | CurrentTaxYearAmt |
| Total | $9,349,089 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $200,901 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $95,321 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,401 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $268,579 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $288,617 | CurrentTaxYearAmt |
| Total | $896,819 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,098,647 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,066,369 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,057,976 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,475,239 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,547,677 | CurrentTaxYearAmt |
| Total | $10,245,908 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,900,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,968,388 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,503 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,275 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,007 | CurrentTaxYearAmt |
| Total | $3,892,173 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,900,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,968,388 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,503 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,275 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,007 | CurrentTaxYearAmt |
| Total | $3,892,173 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $6,353,735 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,674 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,977 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,657 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,559 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,875 | CurrentTaxYearAmt |
| Total | $173,742 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,674 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,977 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,657 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,559 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,875 | CurrentTaxYearAmt |
| Total | $173,742 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $6,793 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,928 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,394 | CurrentTaxYearAmt |
| Total | $16,115 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,138,321 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,096,346 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,095,426 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,523,726 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,581,946 | CurrentTaxYearAmt |
| Total | $10,435,765 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.60880 | PublicSupportCY509Pct |
| Public Support PY509 | 0.57370 | PublicSupportPY509Pct |
| Investment Income CY | 0.01660 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01920 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS REFUNDS - 2021 AMOUNT: $ 6,793. 2022 AMOUNT: $ 3,928. 2023 AMOUNT: $ 5,334. BOARD REIMBURSEMENTS - 2023 AMOUNT: $ 60. | ExplanationTxt |
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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $89,514 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $89,514 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,385,844 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,475,358 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $222,536 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $55,634 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $298,173 | CurrentYearMinus3Amt |
| Current Year Minus2 | $186,114 | CurrentYearMinus2Amt |
| Current Year Minus1 | $215,285 | CurrentYearMinus1Amt |
| Current Year | $222,536 | CurrentYearAmt |
| Total | $922,108 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,383,162 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $91,319 | CurrentYearMinus3Amt |
| Current Year Minus2 | $86,146 | CurrentYearMinus2Amt |
| Current Year Minus1 | $69,338 | CurrentYearMinus1Amt |
| Current Year | $89,514 | CurrentYearAmt |
| Total | $336,317 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $74,543 | CurrentYearMinus3Amt |
| Current Year Minus2 | $46,529 | CurrentYearMinus2Amt |
| Current Year Minus1 | $47,535 | CurrentYearMinus1Amt |
| Current Year | $55,634 | CurrentYearAmt |
| Total | $224,241 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $336,362 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,016 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,016 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $131,415 | OtherCostOrOtherBasisAmt |
| Depreciation | $74,563 | DepreciationAmt |
| Book Value | $56,852 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $56,852 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $7,459 |
| OPERATING LEASE RIGHT OF USE ASSET | $529,816 |
| FINANCE LEASE RIGHT OF USE ASSET | $12,817 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $550,092 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITY | $597,189 |
| FINANCIAL LEASE LIABILITY | $12,817 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $610,006 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,686,906 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $61,277 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $17,500 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $78,777 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,608,129 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $438 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $438 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,608,567 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,657,891 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $17,500 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $17,500 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,640,391 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $438 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $438 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,640,829 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FEDERATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS OR THAT WOULD HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THERE ARE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEED TO BE RECORDED. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT TRAVEL AND LODGING ASSISTANCE | GrantTypeTxt |
| Recipient | 30 | RecipientCnt |
| Cash Grant | $37,132 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FEDERATION MONITORS THE USE OF GRANT FUNDS BY USING A THIRD PARTY GRANT ADMINISTRATOR. THE THIRD PARTY GRANT ADMINISTRATOR IS RESPONSIBLE FOR REVIEWING THE GRANT REQUIREMENTS, COMMUNICATING THOSE REQUIREMENTS TO THE GRANTEES, GIVING GRANTEES A TIMELINE TO SUBMIT DOCUMENTATION, COMPILING REPORTS AND SUBMITTING REPORTS TO THE FEDERATION, WHO THEN SUBMITS THEM TO THE SOURCE GRANTOR. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR PHOEBE STEIN | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $160,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $11,235 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $23,663 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $194,898 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE BOARD OF DIRECTORS OF THE FEDERATION PERFORMS A PERIODIC REVIEW OF COMPENSATION AND BENEFITS ARRANGEMENTS TO ENSURE THEY ARE REASONABLE AND BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULTS OF ARM'S LENGTH BARGAINING. EVERY YEAR DURING THE JULY BOARD MEETING, THERE IS AN EXECUTIVE SESSION FOR EVALUATION OF THE PRESIDENT. IN REGARDS TO THE REVIEW OF COMPENSATION AND BENEFITS ARRANGEMENTS, IN-DEPTH REVIEWS ARE PERFORMED ONCE EVERY FEW YEARS. ANNUALLY THE PRESIDENT'S COMPENSATION IS COMPARED TO THE LAST EVALUATION TO ENSURE THEY ARE REASONABLE. THE BOARD LAST CONDUCTED A COMPENSATION REVIEW USING THE SALARY INFORMATION FROM OTHER NON-PROFIT ORGANIZATIONS IN JULY OF 2023. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | THE FOLLOWING PROGRAM SERVICE UNDER SPECIAL PROJECTS AND OTHER PROGRAMS WAS UNDERTOOK DURING 2023 THAT WAS NOT PREVIOUSLY LISTED ON FORM 990: SHARING STORIES AND LISTENING TO ONE ANOTHER: THE DECLARATION OF INDEPENDENCE AT 250 - IN 2023, WITH A GRANT FROM THE INSTITUTE OF MUSEUM & LIBRARY SERVICES, THE FEDERATION HOSTED A MEETING AT NHC WITH FIVE HUMANITIES COUNCILS AND THEIR LIBRARY PARTNERS. THE BULK OF THE WORK FOR THIS GRANT WILL HAPPEN IN 2024. THIS PROJECT IS DEVOTED TO POSITIONING COMMUNITY INSTITUTIONS TO HELP AMERICANS, WHEREVER THEY COME FROM AND WHOEVER THEY ARE, MARK AND MAKE SENSE OF THE 250TH ANNIVERSARY OF THE DECLARATION OF INDEPENDENCE TOGETHER. |
| FORM 990, PART III, LINE 3 | THE FOLLOWING PROGRAMS CEASED IN 2022: DEMOCRACY AND THE INFORMED CITIZEN; HUMANITIES IN AMERICAN LIFE; WHY IT MATTERS; MAKING MEANING: WHY HUMANITIES MATTER. THESE PROGRAMS WERE INCLUDED UNDER SPECIAL PROJECTS AND OTHER PROGRAMS. DEMOCRACY AND THE INFORMED CITIZEN - IN 2019, THE FEDERATION APPLIED FOR AND RECEIVED A GRANT FROM THE MELLON FOUNDATION TO SUPPORT PHASE II OF THE DEMOCRACY AND THE INFORMED CITIZEN PROJECT AND ISSUED A CALL TO THE COUNCILS TO APPLY FOR FUNDS TO DESIGN AND CARRY OUT PROGRAMS IN THEIR RESPECTIVE COMMUNITIES. THE STATED AIMS OF THE INITIATIVE WERE TO DEEPEN THE PUBLIC'S UNDERSTANDING OF THE RELATIONSHIP BETWEEN DEMOCRACY, THE HUMANITIES, JOURNALISM AND AN INFORMED CITIZENRY; INCREASE MEDIA LITERACY BY ENGAGING THE PUBLIC IN DISCUSSIONS WITH PULITZER PRIZE WINNERS AND OTHER PROFESSIONAL JOURNALISTS; AND EXPLORE OBSTACLES TO SUSTAINING HIGH-QUALITY JOURNALISM. THIS PROGRAM ENDED JUNE 30, 2022. HUMANITIES IN AMERICAN LIFE - THIS MULTIMEDIA AND PUBLIC AWARENESS PROJECT LAUNCHED IN 2017 WITH THE CREATION OF A COMPREHENSIVE REPOSITORY OF DATA AND NARRATIVES THAT RESULTED IN VISUALLY-ENGAGING BRIEFING PAPERS ON THE WORK OF THE FEDERATION'S MEMBERSHIP, A SERIES OF SHORT VIDEOS, AND IN 2021, CULMINATED WITH THE FEDERATION'S FIRST-EVER NATIONAL PODCAST, "MAKING MEANING: WHY HUMANITIES MATTER." WHY IT MATTERS: CIVIC AND ELECTORAL PARTICIPATION - 43 HUMANITIES COUNCILS PROVIDED FREE HUMANITIES PROGRAMS BY 43 HUMANITIES COUNCILS THAT ENGAGED THE PUBLIC IN A BETTER UNDERSTANDING OF THE ELECTORAL PROCESS, THE SOCIETAL CONDITIONS AND INSTITUTIONS THAT INFLUENCE CITIZEN ENGAGEMENT, AND VOTING AS A FUNDAMENTAL CIVIC ACT. PROGRAMS ALSO INVESTIGATED BROADER ISSUES OF CIVIC PARTICIPATION AND ENGAGEMENT THAT HAVE CONTINUED THROUGH THE 2021 INAUGURATION AND IN THE AFTERMATH OF THE 2020 ELECTION. MAKING MEANING: WHY HUMANITIES MATTER - THE CENTERPIECE OF THE FEDERATION'S "HUMANITIES IN AMERICAN LIFE" INITIATIVE, THIS FIRST-EVER PODCAST DISCUSSED THE ROLE THE HUMANITIES HAVE PLAYED DURING THE PANDEMIC AND IN THE SUBSEQUENT RECOVERY. THIS SIX-EPISODE SEASON INCLUDED 12 INTERVIEWS AND FEATURED STORIES FROM AFRICAN AMERICANS, ASIAN AMERICANS, CUBAN AMERICANS, NATIVE AMERICANS, AND AN IMMIGRANT FROM POHNPEI IN THE FEDERATED STATES OF MICRONESIA, AND FEATURED HUMANITIES PROGRAMMING FROM 19 STATE AND JURISDICTIONAL HUMANITIES COUNCILS. THE PODCAST RANKED IN THE TOP 30% OF DOWNLOADS WORLDWIDE IN 2021 AND EARNED INTERNATIONAL LISTENERS ACROSS MAJOR PLATFORMS INCLUDING APPLE, STITCHER, AND SPOTIFY. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SHALL CONSIST OF THE CHAIR, VICE CHAIR, SECRETARY, TREASURER, IMMEDIATE PAST CHAIR, AND ONE OTHER MEMBER OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL HAVE ALL THE AUTHORITY OF THE BOARD OF DIRECTORS AND SHALL ACT FOR AND ON BEHALF OF THE BOARD WHEN THE BOARD IS NOT IN SESSION, EXCEPT AS RESTRICTED BY LAW. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS WHO ARE STATE AND JURISDICTIONAL HUMANITIES COUNCILS. THE FEDERATION CONSISTS OF A HOUSE OF DELEGATES THAT IS COMPOSED OF REPRESENTATIVES FROM THE MEMBER HUMANITIES COUNCILS. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OF THE HOUSE OF DELEGATES ELECT THE MEMBERS OF THE GOVERNING BODY ANNUALLY. |
| FORM 990, PART VI, SECTION A, LINE 7B | CERTAIN MAJOR DECISIONS IN RELATION TO THE ACTIVITIES OF THE FEDERATION MUST BE APPROVED BY THE MEMBERS OF THE HOUSE OF DELEGATES. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE DRAFT 990 RETURN IS PROVIDED TO THE AUDIT COMMITTEE UPON COMPLETION FOR A REVIEW. THE BOARD REVIEWS THE RETURN FOR ACCURACY AND AUTHORIZES THE FILING OF THE 990 RETURN WHICH IS SIGNED BY THE PRESIDENT OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR AND PRINCIPAL OFFICER SIGNS AN ANNUAL STATEMENT, WHICH AFFIRMS THAT SUCH PERSON HAS RECEIVED AND READ A COPY OF THE CONFLICT OF INTEREST POLICY, AND WILL COMPLY WITH THE POLICY. THE POLICY WAS LAST SIGNED BY ALL DIRECTORS AND PRINCIPAL OFFICERS IN JULY 2023. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF DIRECTORS OF THE FEDERATION PERFORMS A PERIODIC REVIEW OF COMPENSATION AND BENEFITS ARRANGEMENTS TO ENSURE THEY ARE REASONABLE AND BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULTS OF ARM'S LENGTH BARGAINING. EVERY YEAR DURING THE JULY BOARD MEETING, THERE IS AN EXECUTIVE SESSION FOR EVALUATION OF THE PRESIDENT. IN REGARDS TO THE REVIEW OF COMPENSATION AND BENEFITS ARRANGEMENTS, IN-DEPTH REVIEWS ARE PERFORMED ONCE EVERY FEW YEARS. ANNUALLY THE PRESIDENT'S COMPENSATION IS COMPARED TO THE LAST EVALUATION TO ENSURE THEY ARE REASONABLE. THE BOARD LAST CONDUCTED A COMPENSATION REVIEW USING THE SALARY INFORMATION FROM OTHER NON-PROFIT ORGANIZATIONS IN JULY OF 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO THE FEDERATION'S OFFICES. |
| FORM 990, PART XII, LINE 2C: | THESE PROCESSES WERE NOT CHANGED FROM THE PRIOR YEAR. |
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