SAVE THE SOUND INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SAVE THE SOUND INC (EIN 06-0990195)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-08-15
- IRS object ID
- 202422289349304117
- 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 | 2024-08-15T19:06:17-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060903326 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTLESEY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 TRUMBULL STREET 24TH FLOOR | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | 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 | 060990195 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAVE THE SOUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAVE | BusinessNameControlTxt |
| Phone | 2037870646 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 CHURCH STREET 2ND FLOOR | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANEL CRITE | PersonNm |
| Person Title | EVP, FINANCE & ADMINISTRATION | PersonTitleTxt |
| Phone | 2037870646 | PhoneNum |
| Signature | 2024-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | KIMBERLY NAPP | PreparerPersonNm |
| PTIN | P01390521 | PTIN |
| Phone | 8605223111 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LEAH LOPEZ SCHMALZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 CHURCH STREET 2ND FLOOR | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,710,939 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SAVETHESOUND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | TO PROTECT AND IMPROVE THE LAND, AIR AND WATER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 50 | TotalEmployeeCnt |
| Total Volunteers | 1526 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,605,968 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,688,973 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $337,520 | PYInvestmentIncomeAmt |
| CY Investment Income | $205,849 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,943,488 | PYTotalRevenueAmt |
| CY Total Revenue | $11,894,822 | 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 | $3,478,910 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,229,345 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,204,448 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,654,504 | PYOtherExpensesAmt |
| CY Other Expenses | $5,413,434 | CYOtherExpensesAmt |
| PY Total Expenses | $6,133,414 | PYTotalExpensesAmt |
| CY Total Expenses | $9,642,779 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$189,926 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,252,043 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,998,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,623,678 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $511,036 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,699,330 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,487,456 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,924,348 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF SAVE THE SOUND IS TO PROTECT AND IMPROVE THE LAND, AIR, AND WATER OF THE WHOLE LONG ISLAND SOUND REGION. WE USE LEGAL AND SCIENTIFIC EXPERTISE AND BRING PEOPLE TOGETHER TO ACHIEVE RESULTS THAT BENEFIT OUR ENVIRONMENT FOR CURRENT AND FUTURE GENERATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,785,493 | ExpenseAmt |
| Desc | ECOLOGICAL RESTORATION: THE ECOLOGICAL RESTORATION PROGRAM WORKS WITH NATURAL SYSTEMS TO CREATE OR RESTORE THE CONDITIONS FOR ECOLOGICAL AND HUMAN THRIVING AND RESILIENCE. THE PROGRAM DOES THIS BY REMOVING DAMS AND RESTORING FISH PASSAGE; INSTALLING GREEN INFRASTRUCTURE THAT EMPLOYS NATIVE PLANTS TO ABSORB AND FILTER STORMWATER BEFORE IT POLLUTES LOCAL WATERWAYS; RESTORES MARSHLAND AND CONSTRUCTS LIVING SHORELINES TO IMPROVE COASTAL RESILIENCE AND REVERSE MARSH LOSS, AND ENGAGES THE PUBLIC IN PROTECTING WATER QUALITY AND WILDLIFE THROUGH A ROBUST CLEANUP PROGRAM AND OTHER EDUCATIONAL AND VOLUNTEER OPPORTUNITIES. LAST YEAR THE PROGRAM HOSTED 76 IN-PERSON CLEANUPS AND MANY MORE VIRTUAL CLEANUPS. THE PROGRAM ALSO ADDED ROAD-STREAM CROSSING ASSESSMENTS AND LIVING SHORELINE DESIGN AND CONSTRUCTION TO OUR PROJECT PORTFOLIO. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,162,517 | ExpenseAmt |
| Desc | THE LONG ISLAND SOUND PROGRAM USES CITIZEN SCIENCE, EDUCATION, ADVOCACY AND ON-THE-WATER WATCHDOG ACTIVITIES TO PROTECT AND RESTORE THE HEALTH OF LONG ISLAND SOUND AND ITS WATERSHED. LAST YEAR THE PROGRAM COORDINATED THE UNIFIED WATER STUDY, AN EFFORT TO MONITOR WATER QUALITY WITH 23 GROUPS IN 40 EMBAYMENTS AROUND LONG ISLAND SOUND; PUBLISHED A REPORT ON LONG ISLAND SOUND'S ENVIRONMENTAL HEALTH; LED ADVOCACY AND EDUCATION EFFORTS THAT RESULTED IN AN HISTORIC INVESTMENT IN LONG ISLAND SOUND INITIATIVES BY THE FEDERAL GOVERNMENT; AND SIGNIFICANTLY INCREASED THE VISIBILITY OF OUR SOUNDKEEPER SUBPROGRAM, WHICH PATROLS THE WATERS OF LIS TO ENSURE POLLUTION IS STOPPED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $200,985 | ExpenseAmt |
| Desc | ENDANGERED LANDS: THE ENDANGERED LANDS PROGRAM USES GRASSROOTS ADVOCACY, EDUCATION, POLICY AND LEGAL TOOLS TO ENSURE CONNECTICUT'S ICONIC LANDS ARE PRESERVED AND THE FORESTS THAT FILTER DRINKING WATER ARE PROTECTED. LAST YEAR THE PROGRAM EDUCATED THOUSANDS OF NEW PEOPLE ABOUT THE EFFORT TO PROTECT AN 840 ACRE DEFACTO WILDLIFE REFUGE; BROUGHT PEOPLE IN AN EJ AREA TOGETHER TO PUSH FOR CLEAN-UP AND OPEN SPACE PRESERVATION OF OVER 100 ACRES IN THE CENTER OF THE COMMUNITY; CONTINUED A DECADES LONG BATTLE TO PRESERVE 238 ACRES OF FOREST ABUTTING A NATURE PRESERVE ALONG THE COASTLINE OF CONNECTICUT; AND WORKED TO PROTECT THOUSANDS OF ACRES OF DRINKING WATER LANDS IN THE COLEBROOK, CT AREA AND THROUGHOUT CT WATER'S TERRITORY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $951,423 | ExpenseAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $951,423 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $7,100,418 | 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 | Yes (1) | 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 | 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 | 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 | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 50 | 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 | 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 | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANEL CRITE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2037870646 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 CHURCH STREET 2ND FLOOR | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| TODD CORT | |||||||
| CHAIR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHAN VAREKAMP PHD | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD ANGLE | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH MACDOUGALD | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BLANDINA W BREWSTER | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM TAUSSIG | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RAPHAEL ELKIND | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DON ELLIOTT | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EVAN HELLER | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAWN HENRY | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHERINE KENNEDY MD | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY ELLEN KRANZLIN | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LESLIE LEE | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRUNILDA PIZARRO | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL AHERN | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JANEL CRITE | |||||||
| EVP, FINANCE & ADMINISTRATION | 40.00 | $105,001 | $0 | $5,216 | Yes (X) | ||
| LEAH LOPEZ SCHMALZ | |||||||
| PRESIDENT | 40.00 | $130,806 | $0 | $20,870 | Yes (X) | ||
| JOSHUA GARSKOF | |||||||
| SENIOR DIRECTOR OF PHILANTHROPY | 40.00 | $108,881 | $0 | $5,433 | Yes (X) | ||
| ALICIA SULLIVAN | |||||||
| EVP, PHILANTHROPY | 40.00 | $158,837 | $0 | $12,747 | Yes (X) | ||
| CURTIS JOHNSON | |||||||
| SENIOR CAMPAIGN ADVISOR | 40.00 | $140,253 | $0 | $6,097 | Yes (X) | ||
| ROGER REYNOLDS | |||||||
| SENIOR LEGAL DIRECTOR | 40.00 | $120,840 | $0 | $5,885 | Yes (X) | ||
| CLAUDIA MEZEY | |||||||
| SECRETARY | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CELIA A FELSHER | |||||||
| VICE CHAIR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $764,618 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $56,248 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | 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 |
|---|---|---|---|---|---|
| SUMCO ECO-CONTRACTING | |||||
| 2 CENTENNIAL DR 4D | PEABODY | MA | 01960 | CONSTRUCTION | $1,791,465 |
| STANTEC | |||||
| 55 CHURCH STREET | NEW HAVEN | CT | 06510 | ENGINEERING | $179,681 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $4,123,428 | GovernmentGrantsAmt |
| All Other Contributions | $7,565,545 | AllOtherContributionsAmt |
| Total Contributions | $11,688,973 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $169,277 | TotalRevenueColumnAmt |
| Exclusion | $169,277 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,852,689 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,816,117 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,572 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,572 | TotalRevenueColumnAmt |
| Exclusion | $36,572 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,894,822 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $205,849 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,672 | TotalAmt |
| Program Services | $132,507 | ProgramServicesAmt |
| Management And General | $28,800 | ManagementAndGeneralAmt |
| Fundraising | $37,365 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,393,278 | TotalAmt |
| Program Services | $2,285,325 | ProgramServicesAmt |
| Management And General | $463,533 | ManagementAndGeneralAmt |
| Fundraising | $644,420 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $637,395 | TotalAmt |
| Program Services | $430,791 | ProgramServicesAmt |
| Management And General | $83,857 | ManagementAndGeneralAmt |
| Fundraising | $122,747 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,357 | TotalAmt |
| Program Services | $7,745 | ProgramServicesAmt |
| Management And General | $12,461 | ManagementAndGeneralAmt |
| Fundraising | $151 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,012 | TotalAmt |
| Management And General | $44,012 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,400 | TotalAmt |
| Program Services | $3,330 | ProgramServicesAmt |
| Management And General | $70 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,936 | TotalAmt |
| Management And General | $62,936 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $952,326 | TotalAmt |
| Program Services | $686,239 | ProgramServicesAmt |
| Management And General | $96,252 | ManagementAndGeneralAmt |
| Fundraising | $169,835 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,483 | TotalAmt |
| Program Services | $43,797 | ProgramServicesAmt |
| Management And General | $50,952 | ManagementAndGeneralAmt |
| Fundraising | $6,734 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,646 | TotalAmt |
| Program Services | $136,011 | ProgramServicesAmt |
| Management And General | $167,956 | ManagementAndGeneralAmt |
| Fundraising | $129,679 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,505 | TotalAmt |
| Program Services | $104,684 | ProgramServicesAmt |
| Management And General | $130,322 | ManagementAndGeneralAmt |
| Fundraising | $19,499 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,670 | TotalAmt |
| Program Services | $160,288 | ProgramServicesAmt |
| Management And General | $83,451 | ManagementAndGeneralAmt |
| Fundraising | $21,931 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,600 | TotalAmt |
| Program Services | $40,306 | ProgramServicesAmt |
| Management And General | $9,161 | ManagementAndGeneralAmt |
| Fundraising | $1,133 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,748 | TotalAmt |
| Program Services | $22,873 | ProgramServicesAmt |
| Management And General | $5,232 | ManagementAndGeneralAmt |
| Fundraising | $643 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,621 | TotalAmt |
| Program Services | $46,016 | ProgramServicesAmt |
| Management And General | $8,605 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,210 | TotalAmt |
| Program Services | $15,097 | ProgramServicesAmt |
| Management And General | $65,068 | ManagementAndGeneralAmt |
| Fundraising | $45 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ENGINEERS AND CONSTRUCT | $2,403,171 | $2,403,171 | ||
| MATERIALS AND PROGRAM | $614,255 | $582,238 | $25,245 | $6,772 |
| MEMBERSHIP ACQUISITION | $43,494 | $43,494 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,642,779 | TotalAmt |
| Program Services | $7,100,418 | ProgramServicesAmt |
| Management And General | $1,337,913 | ManagementAndGeneralAmt |
| Fundraising | $1,204,448 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,102,358 | BOYAmt |
| EOY | $1,332,970 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,294,829 | BOYAmt |
| EOY | $3,176,686 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,643 | BOYAmt |
| EOY | $25,438 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,169 | BOYAmt |
| EOY | $145,008 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $788,313 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $349,182 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $471,526 | BOYAmt |
| EOY | $439,131 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,862,264 | BOYAmt |
| EOY | $9,887,827 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,074,703 | BOYAmt |
| EOY | $4,616,618 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,998,492 | BOYAmt |
| EOY | $19,623,678 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $511,036 | BOYAmt |
| EOY | $1,138,624 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $190,407 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,370,299 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $511,036 | BOYAmt |
| EOY | $2,699,330 | 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 | $3,057,220 | BOYAmt |
| EOY | $4,050,593 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,430,236 | BOYAmt |
| EOY | $12,873,755 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,487,456 | BOYAmt |
| EOY | $16,924,348 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,998,492 | BOYAmt |
| EOY | $19,623,678 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,252,043 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $948,946 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $235,902 | 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,902,217 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,759,829 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,396,524 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,605,968 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,830,961 | CurrentTaxYearAmt |
| Total | $33,495,499 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,902,217 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,759,829 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,396,524 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,605,968 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,830,961 | CurrentTaxYearAmt |
| Total | $33,495,499 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $439,733 | SubstantialContributorsTotAmt |
| Public Support Total170 | $33,055,766 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $218,822 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $211,066 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $115,383 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $126,911 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $169,277 | CurrentTaxYearAmt |
| Total | $841,459 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $34,336,958 | TotalSupportAmt |
| Public Support CY170 | 0.96270 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94480 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $14,387 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $86,867 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $101,254 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,541,525 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,642,779 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $632,139 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $158,035 | 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 | $431,046 | CurrentYearMinus3Amt |
| Current Year Minus2 | $413,564 | CurrentYearMinus2Amt |
| Current Year Minus1 | $456,671 | CurrentYearMinus1Amt |
| Current Year | $632,139 | CurrentYearAmt |
| Total | $1,933,420 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,900,130 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $25,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $23,500 | CurrentYearMinus2Amt |
| Current Year Minus1 | $10,488 | CurrentYearMinus1Amt |
| Current Year | $101,254 | CurrentYearAmt |
| Total | $160,242 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $107,762 | CurrentYearMinus3Amt |
| Current Year Minus2 | $103,391 | CurrentYearMinus2Amt |
| Current Year Minus1 | $114,168 | CurrentYearMinus1Amt |
| Current Year | $158,035 | CurrentYearAmt |
| Total | $483,356 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $725,034 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $14,387 | CurrentYearAmt |
| Total | $14,387 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,862,264 | BeginningYearBalanceAmt |
| Contributions | $2,346,458 | ContributionsAmt |
| Investment Earnings Or Losses | $1,091,860 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $412,755 | OtherExpendituresAmt |
| End Year Balance | $9,887,827 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,616,007 | BeginningYearBalanceAmt |
| Contributions | $49 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,114,540 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $639,252 | OtherExpendituresAmt |
| End Year Balance | $6,862,264 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,932,378 | BeginningYearBalanceAmt |
| Contributions | $765,050 | ContributionsAmt |
| Investment Earnings Or Losses | $1,264,517 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $345,948 | OtherExpendituresAmt |
| End Year Balance | $8,616,007 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,834,469 | BeginningYearBalanceAmt |
| Contributions | $799,338 | ContributionsAmt |
| Investment Earnings Or Losses | $437,137 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $138,566 | OtherExpendituresAmt |
| End Year Balance | $6,932,378 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,935,203 | BeginningYearBalanceAmt |
| Contributions | $508,826 | ContributionsAmt |
| Investment Earnings Or Losses | $466,040 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $75,600 | OtherExpendituresAmt |
| End Year Balance | $5,834,469 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.20000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.59000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.21000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $200,405 | OtherCostOrOtherBasisAmt |
| Depreciation | $51,373 | DepreciationAmt |
| Book Value | $149,032 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $587,908 | OtherCostOrOtherBasisAmt |
| Depreciation | $297,809 | DepreciationAmt |
| Book Value | $290,099 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $439,131 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CHARTITABLE REMAINDER TRUST | $2,416,407 |
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $894,198 |
| RIGHT-OF-USE ASSET | $1,306,013 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,616,618 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE OBLIGATIONS | Desc |
| Amt | $1,370,299 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,370,299 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $13,016,734 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $948,946 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $235,902 | OtherRevenueAmt |
| Revenue Not Reported | $1,184,848 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,831,886 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $62,936 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $62,936 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,894,822 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,579,842 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,579,842 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $62,936 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $62,936 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,642,778 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGES IN TRUSTS 235,902. |
| PART V, LINE 4 | PART V, LINE 4: TO FUND OPERATIONS AND RESTRICTED PROGRAMS |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALICIA SULLIVAN | ||||||||||||||
| EVP, PHILANTHROPY | $158,837 | $0 | $0 | $0 | $0 | $0 | $7,500 | $0 | $5,247 | $0 | $171,584 | $0 | $0 | $0 |
| LEAH LOPEZ SCHMALZ | ||||||||||||||
| PRESIDENT | $130,806 | $0 | $0 | $0 | $0 | $0 | $2,600 | $0 | $18,270 | $0 | $151,676 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | EXECUTIVE DIRECTOR SALARY AND BENEFITS IS APPROVED BY THE BOARD. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION'S BY-LAWS ESTABLISH ONE CLASS OF MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS ARE ENTITLED TO VOTE ON THE ELECTION OF DIRECTORS TO FILL VACANCIES AT THE ANNUAL MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS PRESENTED AT A MEETING OF THE BOARD OR TO THE APPROPRIATE COMMITTEE WHICH WILL REPORT TO THE FULL BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL REVIEW OF THE CONFLICT OF INTEREST POLICY WITH REQUEST FOR DISCLOSURE. THE CONFLICT OF INTEREST POLICY IS UPDATED AND SIGNED ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | PRESIDENT'S SALARY IS REVIEWED BY THE BOARD AND COMPARED TO COMPARABLE NONPROFIT SALARIES. ALL OTHER SALARIES ARE REVIEWED ANNUALLY BY THE PRESIDENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FINANCIAL STATEMENTS ARE INCLUDED IN THE ANNUAL REPORT AVAILABLE ON THE ORGANIZATION'S WEBSITE. OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGES IN TRUSTS 235,902. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED SINCE PRIOR YEAR. |