CENTER FOR EFFECTIVE PHILANTHROPY INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CENTER FOR EFFECTIVE PHILANTHROPY INC (EIN 04-3523528)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-01
- IRS object ID
- 202442149349301129
- 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 | 2024-08-01T14:48:01-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | 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 | 043523528 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CENTER FOR EFFECTIVE PHILANTHROPY | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CENT | BusinessNameControlTxt |
| Phone | 6174920800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 MASSACHUSETTS AVENUE 11 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02139 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILLIP BUCHANAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6174920800 | PhoneNum |
| Signature | 2024-07-30 | 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 | COURTNEY MCFARLAND CPA | PreparerPersonNm |
| PTIN | P01645518 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2024-07-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | PHILLIP BUCHANAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 MASSACHUSETTS AVENUE 11 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,612,803 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CEP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | CEP PROVIDES DATA, FEEDBACK, PROGRAMS, AND INSIGHTS TO HELP INDIVIDUAL AND INSTITUTIONAL DONORS IMPROVE THEIR EFFECTIVENESS. WE DO THIS WORK BECAUSE WE BELIEVE EFFECTIVE DONORS, WORKING COLLABORATIVELY AND THOUGHTFULLY, CAN PROFOUNDLY CONTRIBUTE TO CREATING A BETTER AND MORE JUST WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 73 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,662,528 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,200,916 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,899,181 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,109,379 | CYProgramServiceRevenueAmt |
| PY Investment Income | $157,436 | PYInvestmentIncomeAmt |
| CY Investment Income | $358,289 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $13,719,145 | PYTotalRevenueAmt |
| CY Total Revenue | $13,668,584 | 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 | $9,285,180 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,925,460 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $183,610 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,199,344 | PYOtherExpensesAmt |
| CY Other Expenses | $4,036,917 | CYOtherExpensesAmt |
| PY Total Expenses | $13,484,524 | PYTotalExpensesAmt |
| CY Total Expenses | $13,962,377 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $234,621 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$293,793 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,093,437 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,242,124 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,329,027 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,932,890 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,764,410 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,309,234 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CEP PROVIDES DATA, FEEDBACK, PROGRAMS, AND INSIGHTS TO HELP INDIVIDUAL AND INSTITUTIONAL DONORS IMPROVE THEIR EFFECTIVENESS. WE DO THIS WORK BECAUSE WE BELIEVE EFFECTIVE DONORS, WORKING COLLABORATIVELY AND THOUGHTFULLY, CAN PROFOUNDLY CONTRIBUTE TO CREATING A BETTER AND MORE JUST WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,285,361 | ExpenseAmt |
| Revenue | $8,109,379 | RevenueAmt |
| Desc | THE CENTER FOR EFFECTIVE PHILANTHROPY (CEP) PURSUES ITS MISSION THROUGH ASSESSMENT AND ADVISORY SERVICES, RESEARCH, ITS YOUTHTRUTH INITIATIVE, AND PROGRAMMING AND EXTERNAL RELATIONS ACTIVITIES SUCH AS WEBINARS AND IN-PERSON PROGRAMS AND OUR BLOG. SEE SCHEDULE O FOR MORE INFORMATION ON PROGRAM SERVICE ACCOMPLISHMENTS. | Desc |
| Total Program Service Expenses | $11,285,361 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 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 | Yes (1) | 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 | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 73 | 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIHAB BABIKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174920800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 MASSACHUSETTS AVENUE 11 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02139 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 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 |
|---|---|---|---|---|---|---|---|
| STEPHANIE HULL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LATIDA SMITH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY RICHARDSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SAMPRITI GANGULI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JESUS GERENA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL BEAUDET | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LEE ALEXANDER RISBY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KELVIN TAKETA | |||||||
| DIRECTOR (UNTIL 5/2023) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| HILARY PENNINGTON | |||||||
| DIRECTOR (UNTIL 5/2023) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| FAY TWERSKY | |||||||
| DIRECTOR (UNTIL 5/2023) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD OBER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TARYN HIGASHI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIFFANY COOPER GUEYE | |||||||
| BOARD CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILLIP BUCHANAN | |||||||
| PRESIDENT | 45.00 | Yes (X) | $572,678 | $0 | $73,651 | Yes (X) | |
| ELISHA SMITH ARRILLAGE | |||||||
| VP, RESEARCH (FROM 06/23) | 26.25 | $149,861 | $0 | $21,520 | Yes (X) | ||
| MOLLY HEIDEMANN | |||||||
| CLERK/SEN. EXEC. ASSIST. TO THE PRES | 45.00 | $100,824 | $0 | $16,080 | Yes (X) | ||
| GRACE NICOLETTE | |||||||
| VP, PROGRAMMING & EXTERNAL RELATIONS/ OFFICER | 35.55 | $163,041 | $0 | $41,173 | Yes (X) | ||
| ALYSE D'AMICO | |||||||
| VP, PEOPLE & CULTURE/ OFFICER | 32.85 | $151,338 | $0 | $21,757 | Yes (X) | ||
| RIHAB BABIKER | |||||||
| VP, FINANCE & OPERATIONS/ TREASURER | 45.00 | $205,238 | $0 | $52,315 | Yes (X) | ||
| JENNIFER VORSE WILKA | |||||||
| EXECUTIVE DIRECTOR, YOUTHTRUTH/ OFFICER | 45.00 | $255,527 | $0 | $52,233 | Yes (X) | ||
| KEVIN BOLDUC | |||||||
| VP, ASSESSMENT & ADVISORY SERVICES/ OFFICER | 45.00 | $287,295 | $0 | $16,164 | Yes (X) | ||
| ANDREA DE FOREST | |||||||
| DIRECTOR, ORGANIZATIONAL LEARNING & COMMUNICATIONS | 45.00 | $197,622 | $0 | $19,440 | Yes (X) | ||
| JIMMY SIMPSON JR | |||||||
| DIRECTOR OF PARTNERSHIPS, YOUTHTRUTH | 45.00 | $174,717 | $0 | $17,925 | Yes (X) | ||
| MARINELLA BOYADZHIEV | |||||||
| DIRECTOR, ASSESSMENT & ADVISORY SERVICES | 45.00 | $184,466 | $0 | $43,997 | Yes (X) | ||
| AMBER BRADLEY | |||||||
| DIR. ADV. SVC(7/23)DIR. LEARN. INST. | 41.40 | $187,352 | $0 | $40,197 | Yes (X) | ||
| AUSTIN LONG | |||||||
| DIRECTOR, ASSESSMENT & ADVISORY SERVICES | 45.00 | $170,779 | $0 | $24,260 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,800,738 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $440,712 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 35 | 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 |
|---|---|---|---|---|---|
| BOSTON IT SERVICES INC | |||||
| PO BOX 2529 | WESTWOOD | MA | 02090 | IT SERVICES | $619,769 |
| GREEN RIVER DATA ANALYSIS | |||||
| 167 MAIN STREET SUITE 103 | BRATTLEBORO | VT | 05301 | TECH CONSULTING | $167,934 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,200,916 | AllOtherContributionsAmt |
| Total Contributions | $5,200,916 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ASSESSMENT AND ADVISORY SERVICES | 541900 | $4,383,030 | $4,383,030 |
| YOUTHTRUTH | 541900 | $2,731,954 | $2,731,954 |
| SPEAKING ENGAGEMENT FEES | 541610 | $794,536 | $794,536 |
| LEARNING INITIATIVE | 541610 | $199,859 | $199,859 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,109,379 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $383,096 | TotalRevenueColumnAmt |
| Exclusion | $383,096 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,919,412 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,944,219 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$24,807 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$24,807 | TotalRevenueColumnAmt |
| Exclusion | -$24,807 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,668,584 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,109,379 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $358,289 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,180,696 | TotalAmt |
| Program Services | $1,635,226 | ProgramServicesAmt |
| Management And General | $459,993 | ManagementAndGeneralAmt |
| Fundraising | $85,477 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,488,111 | TotalAmt |
| Program Services | $5,780,873 | ProgramServicesAmt |
| Management And General | $653,469 | ManagementAndGeneralAmt |
| Fundraising | $53,769 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,358 | TotalAmt |
| Program Services | $245,412 | ProgramServicesAmt |
| Management And General | $25,948 | ManagementAndGeneralAmt |
| Fundraising | $998 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,187 | TotalAmt |
| Program Services | $350,925 | ProgramServicesAmt |
| Management And General | $21,957 | ManagementAndGeneralAmt |
| Fundraising | $2,305 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $609,108 | TotalAmt |
| Program Services | $523,857 | ProgramServicesAmt |
| Management And General | $75,931 | ManagementAndGeneralAmt |
| Fundraising | $9,320 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,516 | TotalAmt |
| Management And General | $33,516 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,030 | TotalAmt |
| Management And General | $59,030 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,189,243 | TotalAmt |
| Program Services | $325,413 | ProgramServicesAmt |
| Management And General | $863,830 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,029 | TotalAmt |
| Program Services | $7,765 | ProgramServicesAmt |
| Management And General | $1,126 | ManagementAndGeneralAmt |
| Fundraising | $138 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,401 | TotalAmt |
| Program Services | $134,512 | ProgramServicesAmt |
| Management And General | $19,497 | ManagementAndGeneralAmt |
| Fundraising | $2,392 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $448,831 | TotalAmt |
| Program Services | $386,012 | ProgramServicesAmt |
| Management And General | $55,951 | ManagementAndGeneralAmt |
| Fundraising | $6,868 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $742,118 | TotalAmt |
| Program Services | $638,252 | ProgramServicesAmt |
| Management And General | $92,511 | ManagementAndGeneralAmt |
| Fundraising | $11,355 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,255 | TotalAmt |
| Program Services | $173,947 | ProgramServicesAmt |
| Management And General | $25,213 | ManagementAndGeneralAmt |
| Fundraising | $3,095 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $639,541 | TotalAmt |
| Program Services | $639,541 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,501 | TotalAmt |
| Program Services | $137,177 | ProgramServicesAmt |
| Management And General | $19,883 | ManagementAndGeneralAmt |
| Fundraising | $2,441 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,133 | TotalAmt |
| Management And General | $41,133 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $210,047 | $180,649 | $26,184 | $3,214 |
| MEALS | $87,686 | $75,413 | $10,931 | $1,342 |
| PROFESSIONAL DEVELOPMEN | $58,586 | $50,387 | $7,303 | $896 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,962,377 | TotalAmt |
| Program Services | $11,285,361 | ProgramServicesAmt |
| Management And General | $2,493,406 | ManagementAndGeneralAmt |
| Fundraising | $183,610 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,276,888 | BOYAmt |
| EOY | $2,099,569 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,467,425 | BOYAmt |
| EOY | $2,364,455 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,255,611 | BOYAmt |
| EOY | $1,975,778 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $966,053 | BOYAmt |
| EOY | $551,087 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,124 | BOYAmt |
| EOY | $169,965 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,377,983 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $998,675 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,387 | BOYAmt |
| EOY | $379,308 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,214,981 | BOYAmt |
| EOY | $12,933,256 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,379,968 | BOYAmt |
| EOY | $1,768,706 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,093,437 | BOYAmt |
| EOY | $22,242,124 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,229,948 | BOYAmt |
| EOY | $943,474 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $654,746 | BOYAmt |
| EOY | $1,184,650 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,444,333 | BOYAmt |
| EOY | $1,804,766 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,329,027 | BOYAmt |
| EOY | $3,932,890 | 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 | $14,202,873 | BOYAmt |
| EOY | $15,767,975 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,561,537 | BOYAmt |
| EOY | $2,541,259 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,764,410 | BOYAmt |
| EOY | $18,309,234 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,093,437 | BOYAmt |
| EOY | $22,242,124 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$293,793 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $838,617 | 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 | $6,025,615 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,385,319 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,835,166 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,662,528 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,200,916 | CurrentTaxYearAmt |
| Total | $27,109,544 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,231,490 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,890,501 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,587,742 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,899,181 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,109,379 | CurrentTaxYearAmt |
| Total | $29,718,293 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,257,105 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,275,820 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,422,908 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,561,709 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,310,295 | CurrentTaxYearAmt |
| Total | $56,827,837 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,801 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,284 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $617,769 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $447,849 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $213,888 | CurrentTaxYearAmt |
| Total | $1,337,591 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,801 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,284 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $617,769 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $447,849 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $213,888 | CurrentTaxYearAmt |
| Total | $1,337,591 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $55,490,246 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $97,820 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,792 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,552 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $152,945 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $383,096 | CurrentTaxYearAmt |
| Total | $696,205 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $97,820 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,792 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,552 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $152,945 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $383,096 | CurrentTaxYearAmt |
| Total | $696,205 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,354,925 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,319,612 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,441,460 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,714,654 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,693,391 | CurrentTaxYearAmt |
| Total | $57,524,042 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96460 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96910 | PublicSupportPY509Pct |
| Investment Income CY | 0.01210 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00690 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $263,142 | OtherCostOrOtherBasisAmt |
| Depreciation | $263,142 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $524,431 | OtherCostOrOtherBasisAmt |
| Depreciation | $340,583 | DepreciationAmt |
| Book Value | $183,848 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $590,410 | OtherCostOrOtherBasisAmt |
| Depreciation | $394,950 | DepreciationAmt |
| Book Value | $195,460 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $379,308 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSITS | $94,916 |
| OPERATING RIGHT-OF-USE ASSETS | $1,673,790 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,768,706 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $1,804,766 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,804,766 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,507,201 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $838,617 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $838,617 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,668,584 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,668,584 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,962,377 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,962,377 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,962,377 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CEP ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. CEP HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT DECEMBER 31, 2023. CEP'S INFORMATION AND TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND AND GREENLAND) | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | ASSESSMENT AND ADVISORY SERVICES ENGAGEMENTS | SpecificServicesProvidedTxt |
| Region Total Expenditures | $167,137 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $167,137 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $167,137 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PHILLIP BUCHANAN | ||||||||||||||
| PRESIDENT | $503,167 | $0 | $66,922 | $0 | $2,589 | $0 | $39,000 | $0 | $34,651 | $0 | $646,329 | $0 | $0 | $0 |
| JENNIFER VORSE WILKA | ||||||||||||||
| EXECUTIVE DIRECTOR, YOUTHTRUTH/ OFFI | $232,393 | $0 | $22,475 | $0 | $659 | $0 | $12,486 | $0 | $39,747 | $0 | $307,760 | $0 | $0 | $0 |
| KEVIN BOLDUC | ||||||||||||||
| VP, ASSESSMENT & ADVISORY SERVICES/ | $261,670 | $0 | $23,564 | $0 | $2,061 | $0 | $13,091 | $0 | $3,073 | $0 | $303,459 | $0 | $0 | $0 |
| RIHAB BABIKER | ||||||||||||||
| VP, FINANCE & OPERATIONS/ TREASURER | $185,263 | $0 | $18,376 | $0 | $1,599 | $0 | $11,128 | $0 | $41,187 | $0 | $257,553 | $0 | $0 | $0 |
| MARINELLA BOYADZHIEV | ||||||||||||||
| DIRECTOR, ASSESSMENT & ADVISORY SERV | $166,872 | $0 | $16,113 | $0 | $1,481 | $0 | $8,952 | $0 | $35,045 | $0 | $228,463 | $0 | $0 | $0 |
| AMBER BRADLEY | ||||||||||||||
| DIR. ADV. SVC(7/23)DIR. LEARN. INST. | $170,230 | $0 | $16,361 | $0 | $761 | $0 | $9,468 | $0 | $30,729 | $0 | $227,549 | $0 | $0 | $0 |
| ANDREA DE FOREST | ||||||||||||||
| DIRECTOR, ORGANIZATIONAL LEARNING & | $179,060 | $0 | $16,544 | $0 | $2,018 | $0 | $6,260 | $0 | $13,180 | $0 | $217,062 | $0 | $0 | $0 |
| GRACE NICOLETTE | ||||||||||||||
| VP, PROGRAMMING & EXTERNAL RELATIONS | $146,760 | $0 | $14,630 | $0 | $1,651 | $0 | $5,654 | $0 | $35,519 | $0 | $204,214 | $0 | $0 | $0 |
| AUSTIN LONG | ||||||||||||||
| DIRECTOR, ASSESSMENT & ADVISORY SERV | $155,982 | $0 | $14,447 | $0 | $350 | $0 | $10,024 | $0 | $14,236 | $0 | $195,039 | $0 | $0 | $0 |
| JIMMY SIMPSON JR | ||||||||||||||
| DIRECTOR OF PARTNERSHIPS, YOUTHTRUTH | $159,788 | $0 | $14,553 | $0 | $376 | $0 | $8,085 | $0 | $9,840 | $0 | $192,642 | $0 | $0 | $0 |
| ALYSE D'AMICO | ||||||||||||||
| VP, PEOPLE & CULTURE/ OFFICER | $136,882 | $0 | $12,863 | $0 | $1,593 | $0 | $7,790 | $0 | $13,967 | $0 | $173,095 | $0 | $0 | $0 |
| ELISHA SMITH ARRILLAGE | ||||||||||||||
| VP, RESEARCH (FROM 06/23) | $136,657 | $0 | $12,874 | $0 | $330 | $0 | $3,076 | $0 | $18,444 | $0 | $171,381 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | ALL OFFICERS AND HIGHEST COMPENSATED EMPLOYEES RECEIVED INCENTIVE COMPENSATION BASED ON THE PERFORMANCE OF THE ORGANIZATION. SEE SCHEDULE J PART II. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A: | IN 2023, CEP CONTINUED ITS RESEARCH ON THE EFFECTS OF MACKENZIE SCOTT'S GIVING, FOCUSING MORE DEEPLY ON THE IMPACT OF THESE GRANTS ON RECIPIENTS' OPERATIONS, INTERNAL CULTURE, AND PROGRAMMATIC WORK. CEP PUBLISHING THE SECOND REPORT IN THIS THREE-YEAR STUDY, ENTITLED EMERGING IMPACT: THE EFFECTS OF MACKENZIE SCOTT'S LARGE, UNRESTRICTED GIFTS. AMONG THE FINDINGS REPORTED FROM THIS RESEARCH WERE THAT, "NONPROFIT LEADERS DESCRIBE EXPANDING AND IMPROVING PROGRAMS TO PURSUE OPPORTUNITIES OFTEN RELATED TO EQUITY RESULTING IN WHAT THEY INCREASINGLY SEE AS DEMONSTRABLE IMPACT." ANOTHER CEP RESEARCH STUDY UNDERTAKEN IN 2023 FOCUSED ON THE STATE OF NONPROFIT ORGANIZATIONS' STAFF AND FINANCIAL HEALTH. THIS STUDY, ENTITLED STATE OF NONPROFITS 2023: WHAT FUNDERS NEED TO KNOW, WAS THE FIRST IN WHAT IS BECOMING AN ANNUAL UNDERTAKING FOR CEP'S RESEARCH TEAM. FINALLY, CEP'S RESEARCH TEAM PUBLISHED A STUDY THAT FOUND NONPROFIT ORGANIZATIONS ARE CONTINUING TO EXPERIENCE CHANGES IN FUNDER PRACTICES THAT WERE INITIATED DURING THE PANDEMIC. THIS STUDY, ENTITLED BEFORE AND AFTER 2020:HOW THE COVID-19 PANDEMIC CHANGED NONPROFIT EXPERIENCES WITH FUNDERS, FOUND THAT CHANGE WAS, FOR THE MOST PART, CONTINUING. GRANTEES REPORTED "SPENDING LESS TIME ON APPLICATION AND REPORTING PROCESSES THAN THEY WERE BEFORE THE PANDEMIC," FOUND "THE PROPOSAL PROCESS TO BE MORE HELPFUL IN STRENGTHENING THE EFFORTS FUNDED BY THE GRANT, AND REPORTED THAT FUNDERS "ARE PROVIDING SLIGHTLY MORE UNRESTRICTED SUPPORT THAN THEY WERE BEFORE THE PANDEMIC." CEP DELIVERED 107 ASSESSMENT AND ADVISORY SERVICES ENGAGEMENTS TO FOUNDATIONS AND GRANTMAKERS IN 2023, INCLUDING THE GRANTEE PERCEPTION REPORT (GPR), THE APPLICANT PERCEPTION REPORT (APR), THE STAFF PERCEPTION REPORT (SPR), THE DONOR PERCEPTION REPORT (DPR), AND CUSTOM ADVISORY PROJECTS. THESE ASSESSMENTS HELP FUNDERS HEAR FROM CRUCIAL CONSTITUENCIES AND IMPROVE THEIR EFFECTIVENESS. CEP CONTINUED OUR WORK ON THE YOUTHTRUTH PROJECT, GATHERING COMPARATIVE FEEDBACK FROM HUNDREDS OF THOUSANDS OF STUDENTS AS WELL AS FAMILIES AND STAFF ABOUT THEIR SCHOOL EXPERIENCES; CREATING ONLINE INTERACTIVE REPORTS FOR SCHOOL AND DISTRICT ADMINISTRATORS; AND PROVIDING FOLLOW-UP ADVISORY SUPPORT. IN 2023, YOUTHTRUTH FIELDED 2,879 SURVEYS AND SHARED FINDINGS FROM ITS AGGREGATE DATASET ON A RANGE OF KEY TOPICS, SUCH AS SENIORS' POSTSECONDARY PLANS AND STUDENTS' EMOTIONAL AND MENTAL HEALTH. CEP HOSTED ITS LARGEST BIENNIAL CONFERENCE YET, THE FIRST SINCE 2019, IN BOSTON, MASSACHUSETTS IN THE FALL. THE PROGRAMMING AND EXTERNAL RELATIONS TEAM ALSO SUPPORTED THE RELEASE OF THREE RESEARCH REPORTS IN 2023 AND RELATED VIRTUAL WEBINARS ABOUT THE FINDINGS. THE YEAR ALSO BROUGHT CONTINUOUS PROGRESS IN HOW CEP REACHES AND ENGAGES ITS AUDIENCE AND MEASURES ITS COMMUNICATIONS PERFORMANCE. THE TEAM ALSO CONTINUED TO REIMAGINE AND REDESIGN CEP'S ONLINE PRESENCE, IN CONSULTATION WITH DIGITAL CONSULTANTS, TO BOTH MANAGE CHANGES IN HOW THE ORGANIZATION TRACKS AND RECORD ANALYTICS ABOUT OUR EXTERNAL REACH. CEP'S LEARNING INSTITUTE LEVERAGES RIGOROUS RESEARCH AND EXTENSIVE EXPERIENCE IN ADVISING FOUNDATIONS TO ENHANCE PHILANTHROPIC EFFECTIVENESS AND MAXIMIZE IMPACT. THE INSTITUTE OFFERS LEARNING COHORTS, TRAININGS, AND TAILORED WORKSHOPS, ENABLING FOUNDATION STAFF AND LEADERS TO ENGAGE DEEPLY WITH PEERS, SET STRATEGIC GOALS, AND FOSTER SIGNIFICANT ADVANCEMENTS. IN 2023, THE INSTITUTE FACILITATED TWO PEER LEARNING COHORTS ON TRUST-BASED PHILANTHROPY, AND FORMALLY LAUNCHED AS A NEW BRANCH OF CEP. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION'S BY-LAWS WERE AMENDED TO UPDATE BOARD MEMBER TERMS, CLARIFY THE CONFLICT OF INTEREST PROCEDURES AND EXPAND THE ADMINISTRATIVE AND FINANCE PROVISIONS. |
| FORM 990, PART VI, SECTION B, LINE 11B | CEP STAFF DISTRIBUTE THE 990 DRAFT TO ALL BOARD MEMBERS. IN PARTICULAR, THE CHAIR OF THE BOARD, THE AUDIT & FINANCE COMMITTEE CHAIR, AND THE COMPENSATION AND ORGANIZATIONAL PERFORMANCE COMMITTEE CHAIR ARE ASKED TO REVIEW AND APPROVE PRIOR TO FILING. ANY CONCERNS ARE BROUGHT TO THE ATTENTION OF CEP'S VICE PRESIDENT OF FINANCE & OPERATIONS FOR DISCUSSION AND RESOLUTION. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, EACH BOARD MEMBER AND THE KEY EMPLOYEE COMPLETES SIGNS AND DELIVERS TO THE PRESIDENT AN ANNUAL AFFILIATION DISCLOSURE STATEMENT NAMING ANY AFFILIATION WITH CEP'S COMPETING/COLLABORATING ORGANIZATIONS, VENDORS, AND CONSULTANTS. ALL RESPONSES ARE REVIEWED BY THE BOARD OF DIRECTOR'S CLERK, ANY RESPONSES RAISING CONCERN ARE BROUGHT TO THE ATTENTION OF THE PRESIDENT, AND, IN THE CASE OF BOARD MEMBERS OR THE PRESIDENT, TO THE CHAIR OF THE BOARD AND GOVERNANCE COMMITTEE TO BE ADDRESSED AND RESOLVED IN COMPLIANCE WITH CEP'S POLICY ON CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | CEP ENGAGES THE SERVICES OF INDEPENDENT COMPENSATION CONSULTANTS TO REVIEW ITS COMPENSATION APPROACH AND STRUCTURE FOR ALL POSITIONS (EXCLUDING THE PRESIDENT) ON A THREE-YEAR INTERVAL AND FOR NEW POSITIONS AS NECESSARY. CEP ENGAGES THE SERVICES OF INDEPENDENT COMPENSATION CONSULTANTS TO REVIEW ITS COMPENSATION APPROACH AND STRUCTURE FOR THE PRESIDENT EVERY SEVERAL YEARS AS DETERMINED BY THE COMPENSATION COMMITTEE OF THE BOARD. THE CONSULTANTS COMPILE AND ANALYZE SALARY DATA FOR POSITIONS COMPARABLE (BASED ON SCOPE OF RESPONSIBILITIES, MANAGEMENT AUTHORITY AND ORGANIZATION REVENUES) TO THE POSITIONS OF CEP EMPLOYEES, UTILIZING PUBLISHED SURVEY RESOURCES AND MARKET ANALYSES, DATA FROM THEIR OWN CLIENT DATABASE, AND, AS AVAILABLE, DATA REPORTED IN IRS FORMS 990 FOR ORGANIZATIONS PROVIDING SIMILAR SERVICES. AS PART OF THE PROCESS, THE CONSULTANTS OFTEN INTERVIEW EMPLOYEES TO GAIN A MORE COMPLETE UNDERSTANDING OF THEIR POSITIONS. FOR THE PRESIDENT: IN 2022, AN INDEPENDENT CONSULTANT PREPARED A BENCHMARKING REPORT SUMMARIZING METHODOLOGY, FINDINGS, AND RECOMMENDATIONS ABOUT THE PRESIDENT'S COMPENSATION. THE CONSULTANT REVIEWED THE REPORT WITH THE COMPENSATION AND ORGANIZATIONAL PERFORMANCE COMMITTEE OF THE BOARD. THE REPORT INFORMED THE COMPENSATION COMMITTEE'S REVIEW AND DISCUSSION OF THE PRESIDENT'S COMPENSATION. ANY CHANGES TO THE PRESIDENT'S COMPENSATION ARE RECOMMENDED BY THE COMPENSATION AND ORGANIZATIONAL PERFORMANCE COMMITTEE AND THEN APPROVED BY THE BOARD OF DIRECTORS. DOCUMENTATION OF THE COMPENSATION AND ORGANIZATIONAL PERFORMANCE COMMITTEE'S DISCUSSION AND DECISIONS REGARDING THE COMPENSATION OF THE PRESIDENT WERE CAPTURED, MAINTAINED, AND COMMUNICATED TO THE VICE PRESIDENT OF PEOPLE AND CULTURE AND THE VICE PRESIDENT OF FINANCE AND OPERATIONS. FOR OFFICERS/KEY EMPLOYEES: IN 2022, THE SAME INDEPENDENT CONSULTANT PREPARED A BENCHMARKING REPORT SUMMARIZING METHODOLOGY, FINDINGS, AND RECOMMENDATIONS ABOUT STAFF COMPENSATION. THE CONSULTANT REVIEWED THE REPORTS WITH CEP'S PRESIDENT AND, AS APPROPRIATE, WITH THE VICE PRESIDENT OF PEOPLE AND CULTURE AND THE VICE PRESIDENT OF FINANCE AND OPERATIONS. DOCUMENTATION OF THE DISCUSSION AND THE DECISION REGARDING THE EMPLOYEE'S COMPENSATION IS CAPTURED AND MAINTAINED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE ORGANIZATION'S FORM 990 WITHOUT SCHEDULE B IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE, AS WELL AS THE ORGANIZATION'S OWN WEBSITE. THE AUDITED FINANCIALS ARE ALSO AVAILABLE VIA THE ORGANIZATION'S OWN WEBSITE. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |