OKLAHOMA COUNCIL OF PUBLIC AFFAIRS INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OKLAHOMA COUNCIL OF PUBLIC AFFAIRS INC (EIN 73-1436375)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-03
- IRS object ID
- 202403089349300210
- Schema version
- 2023v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-03T10:41:16-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814809786 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBEE CLARK PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 NW 63RD ST STE 5000 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | 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 | 731436375 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA COUNCIL OF PUBLIC AFFAIRS | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OKLA | BusinessNameControlTxt |
| Phone | 4056021667 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 N LINCOLN BLVD | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN S SMALL II | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4056021667 | PhoneNum |
| Signature | 2024-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOPE D WEBER | PreparerPersonNm |
| PTIN | P02229836 | PTIN |
| Phone | 4052327777 | PhoneNum |
| Preparation | 2024-11-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JONATHAN S SMALL II | PrincipalOfficerNm |
| Gross Receipts | $4,143,497 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OCPATHINK.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE THE FLOURISHING OF THE PEOPLE OF OKLAHOMA BY ADVANCING PRINCIPLES AND POLICIES THAT SUPPORT FREE ENTERPRISE, LIMITED GOVERNMENT, PERSONAL RESPONSIBILITY, AND INDIVIDUAL INITIATIVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 16 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,750,969 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,091,358 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,513 | PYInvestmentIncomeAmt |
| CY Investment Income | $18,527 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$90,774 | PYOtherRevenueAmt |
| CY Other Revenue | -$91,886 | CYOtherRevenueAmt |
| PY Total Revenue | $3,663,708 | PYTotalRevenueAmt |
| CY Total Revenue | $4,017,999 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,565 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,329,852 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,218,675 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,041,207 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,280,509 | PYOtherExpensesAmt |
| CY Other Expenses | $1,322,461 | CYOtherExpensesAmt |
| PY Total Expenses | $3,620,361 | PYTotalExpensesAmt |
| CY Total Expenses | $3,543,701 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $43,347 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $474,298 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,289,691 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,801,898 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,543,704 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,456,115 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,745,987 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,345,783 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROMOTE THE FLOURISHING OF THE PEOPLE OF OKLAHOMA BY ADVANCING PRINCIPLES AND POLICIES THAT SUPPORT FREE ENTERPRISE, LIMITED GOVERNMENT, PERSONAL RESPONSIBILITY, AND INDIVIDUAL INITIATIVE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,023,463 | ExpenseAmt |
| Grant | $2,565 | GrantAmt |
| Desc | ACTIVITIES AND RESOURCES DEVOTED TO THE PROVISION OF RELEVANT INFORMATION TO THE GENERAL PUBLIC CONCERNING PUBLIC POLICY ISSUES AFFECTING OKLAHOMA CITIZENS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $107,595 | ExpenseAmt |
| Desc | RESEARCH AND PUBLICATIONS DEVOTED TO THE PROVISION OF RELEVANT INFORMATION TO THE GENERAL PUBLIC CONCERNING PUBLIC POLICY ISSUES AFFECTING OKLAHOMA CITIZENS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $28,270 | ExpenseAmt |
| Desc | FEARS FELLOWSHIP DEDICATED TO EDUCATING OKLAHOMANS ON PUBLIC POLICY ISSUES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,159,328 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 16 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBEE CLARK WEBER PLLC | PersonNm |
| Phone | 4052327777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 NW 63RD STREET | AddressLine1Txt |
| Address Line2 | SUITE 5000 | AddressLine2Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| JONATHAN S SMALL II | |||||||
| PRESIDENT | 59.00 | Yes (X) | $293,112 | $0 | $33,652 | ||
| BRANDON DUTCHER | |||||||
| SENIOR VICE | 50.00 | $159,333 | $0 | $29,320 | Yes (X) | ||
| DAVID BOND | |||||||
| VICE PRES. A | 50.00 | $152,623 | $0 | $23,703 | Yes (X) | ||
| RACHEL HAYS ROBERTS | |||||||
| EXECUTIVE VI | 50.00 | $150,733 | $0 | $19,421 | Yes (X) | ||
| GLENN ASHMORE | |||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| DOUGLAS BEALL | |||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| SUSAN BERGEN | |||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| JOHN A BROCK | |||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| LARRY BROWN | |||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| ANN FELTON GILLILAND | |||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| LLOYD NOBLE II | |||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| JOHN A HENRY III | |||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| W CAREY JOHNSON | |||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| WILLIAM WARNOCK JR | |||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| ROBERT KANE | |||||||
| SECRETARY | 0.25 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BRIAN KRAFFT | |||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| THOMAS RASHID MD | |||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| ANDREW OSTER | |||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| LARRY PARMAN | |||||||
| CHAIRMAN | 0.25 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BILL PRICE | |||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| PATRICK T ROONEY | |||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| KEITH SMITH | |||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| CHARLES M SUBLETT | |||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| MOLLY WEHRENBERG | |||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| DARYL WOODARD | |||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $755,801 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $106,096 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KILLERWHALE LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2724 SOMERSET PL | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MARKETING | ServicesDesc |
| Compensation | $241,713 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $487,210 | FundraisingAmt |
| All Other Contributions | $3,604,148 | AllOtherContributionsAmt |
| Total Contributions | $4,091,358 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,527 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,527 | RelatedOrExemptFuncIncomeAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $437 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $437 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $28,736 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $28,736 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,736 | TotalRevenueColumnAmt |
| Exclusion | $28,736 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $487,210 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $125,498 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$125,498 | TotalRevenueColumnAmt |
| Exclusion | -$96,156 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Total Revenue Column | $4,439 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,439 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,439 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,017,999 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,403 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$67,420 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,565 | TotalAmt |
| Program Services | $2,565 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,612 | TotalAmt |
| Program Services | $202,959 | ProgramServicesAmt |
| Fundraising | $67,653 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,433,365 | TotalAmt |
| Program Services | $1,014,091 | ProgramServicesAmt |
| Management And General | $81,243 | ManagementAndGeneralAmt |
| Fundraising | $338,031 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,682 | TotalAmt |
| Program Services | $72,511 | ProgramServicesAmt |
| Fundraising | $24,171 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,896 | TotalAmt |
| Program Services | $221,772 | ProgramServicesAmt |
| Management And General | $1,200 | ManagementAndGeneralAmt |
| Fundraising | $73,924 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,120 | TotalAmt |
| Program Services | $86,457 | ProgramServicesAmt |
| Management And General | $5,844 | ManagementAndGeneralAmt |
| Fundraising | $28,819 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,425 | TotalAmt |
| Program Services | $54,427 | ProgramServicesAmt |
| Management And General | $48,998 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,000 | TotalAmt |
| Management And General | $90,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,200 | TotalAmt |
| Program Services | $4,200 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,542 | TotalAmt |
| Program Services | $25,558 | ProgramServicesAmt |
| Management And General | $2,953 | ManagementAndGeneralAmt |
| Fundraising | $5,031 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,721 | TotalAmt |
| Program Services | $32,729 | ProgramServicesAmt |
| Management And General | $29,992 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,182 | TotalAmt |
| Program Services | $72,164 | ProgramServicesAmt |
| Management And General | $8,018 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,429 | TotalAmt |
| Program Services | $44,070 | ProgramServicesAmt |
| Fundraising | $4,359 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $982 | TotalAmt |
| Program Services | $750 | ProgramServicesAmt |
| Management And General | $232 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,347 | TotalAmt |
| Management And General | $19,347 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,862 | TotalAmt |
| Program Services | $83,897 | ProgramServicesAmt |
| Management And General | $11,186 | ManagementAndGeneralAmt |
| Fundraising | $16,779 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,806 | TotalAmt |
| Program Services | $17,364 | ProgramServicesAmt |
| Management And General | $3,721 | ManagementAndGeneralAmt |
| Fundraising | $3,721 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| DIRECT MAIL | $296,961 | $296,961 | ||
| EVENTS | $157,252 | $141,527 | $15,725 | |
| RESEARCH AND PUBLICATIONS | $143,189 | $28,475 | $7,119 | $107,595 |
| MEALS & ENTERTAINMENT | $43,929 | $2,196 | $41,733 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,634 | TotalAmt |
| Program Services | $74,486 | ProgramServicesAmt |
| Management And General | $17,588 | ManagementAndGeneralAmt |
| Fundraising | $9,560 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,543,701 | TotalAmt |
| Program Services | $2,159,328 | ProgramServicesAmt |
| Management And General | $343,166 | ManagementAndGeneralAmt |
| Fundraising | $1,041,207 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,322,065 | BOYAmt |
| EOY | $1,868,797 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,721 | BOYAmt |
| EOY | $86,058 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,447,967 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,600,924 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,958,905 | BOYAmt |
| EOY | $3,847,043 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,289,691 | BOYAmt |
| EOY | $5,801,898 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,801 | BOYAmt |
| EOY | $51,242 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,219,609 | BOYAmt |
| EOY | $1,061,613 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,294 | BOYAmt |
| EOY | $343,260 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,543,704 | BOYAmt |
| EOY | $1,456,115 | 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 | $3,188,722 | BOYAmt |
| EOY | $4,023,362 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $557,265 | BOYAmt |
| EOY | $322,421 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,745,987 | BOYAmt |
| EOY | $4,345,783 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,289,691 | BOYAmt |
| EOY | $5,801,898 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $474,298 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
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 | $3,083,216 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,086,701 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,871,581 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,750,969 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,091,358 | CurrentTaxYearAmt |
| Total | $18,883,825 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,083,216 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,086,701 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,871,581 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,750,969 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,091,358 | CurrentTaxYearAmt |
| Total | $18,883,825 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,554,141 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,329,684 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,552 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,569 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $75,066 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,035 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,736 | CurrentTaxYearAmt |
| Total | $131,958 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $680 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $83,025 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,228 | CurrentTaxYearMinus2YearsAmt |
| Total | $94,933 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $19,110,716 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $63,128 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90680 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89550 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | 94,933 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $56,958 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $55,699 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $112,657 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,412,494 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,525,151 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $326,258 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $81,565 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $399,620 | CurrentYearMinus3Amt |
| Current Year Minus2 | $360,486 | CurrentYearMinus2Amt |
| Current Year Minus1 | $331,018 | CurrentYearMinus1Amt |
| Current Year | $326,258 | CurrentYearAmt |
| Total | $1,417,382 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,126,073 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $124,476 | CurrentYearMinus3Amt |
| Current Year Minus2 | $141,999 | CurrentYearMinus2Amt |
| Current Year Minus1 | $72,793 | CurrentYearMinus1Amt |
| Current Year | $112,657 | CurrentYearAmt |
| Total | $451,925 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $99,905 | CurrentYearMinus3Amt |
| Current Year Minus2 | $90,122 | CurrentYearMinus2Amt |
| Current Year Minus1 | $82,755 | CurrentYearMinus1Amt |
| Current Year | $81,565 | CurrentYearAmt |
| Total | $354,347 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $531,521 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $70,077 | CurrentYearMinus3Amt |
| Current Year Minus2 | $82,932 | CurrentYearMinus2Amt |
| Current Year | $56,958 | CurrentYearAmt |
| Total | $209,967 | TotalAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,147,114 | OtherCostOrOtherBasisAmt |
| Book Value | $1,147,114 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,885,795 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,234,552 | DepreciationAmt |
| Book Value | $2,651,243 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $265,277 | OtherCostOrOtherBasisAmt |
| Depreciation | $248,954 | DepreciationAmt |
| Book Value | $16,323 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $149,781 | OtherCostOrOtherBasisAmt |
| Depreciation | $117,418 | DepreciationAmt |
| Book Value | $32,363 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,847,043 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED EXPENSES | $251,841 |
| FNB LINE OF CREDIT | $90,000 |
| HSA CONTRIBUTIONS | $1,419 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $343,260 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $4,017,999 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $4,017,999 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $4,017,999 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,543,701 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $3,543,701 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $3,543,701 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CITIZENSHIP AWA | Event1Nm |
| Gross Receipts Event1 | $431,700 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $431,700 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $96,156 | OtherDirectExpensesEvent1Amt |
| Event2 | 30TH BIRTHDAY | Event2Nm |
| Gross Receipts Event2 | $30,010 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $30,010 | CharitableContriEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $25,500 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $25,500 | CharitableContriOtherEventsAmt |
| Oth Direct Expnss Other Events | $29,342 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $487,210 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $487,210 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $125,498 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $125,498 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$125,498 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|
| JONATHAN S SMALL II | ||||||
| PRESIDENT | $212,000 | $77,390 | $3,722 | $14,870 | $18,782 | $326,764 |
| BRANDON DUTCHER | ||||||
| SENIOR VICE PRES. | $135,000 | $23,133 | $1,200 | $9,450 | $19,870 | $188,653 |
| DAVID BOND | ||||||
| VICE PRES. ADVOCACY | $128,000 | $23,423 | $1,200 | $8,960 | $14,743 | $176,326 |
| RACHEL HAYS ROBERTS | ||||||
| EXECUTIVE VICE PRES. | $115,000 | $34,533 | $1,200 | $8,050 | $11,371 | $170,154 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan To OrganizationLoanToOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| SUSAN BERGEN | |||||||
| TRUSTEE | MORTGAGE FOR REAL PROPERTY | Yes (X) | $1,035,000 | $941,613 | false | Yes (true) | Yes (true) |
| LARRY BROWN | |||||||
| TRUSTEE | LOAN FOR ADDITIONAL EXPENSES | Yes (X) | $150,000 | $120,000 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $1,061,613 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS PROVIDED TO THE PRESIDENT, THE FINANCE COMMITTEE, AND FULL BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE CONFLICT OF INTEREST POLICY FOR THE ORGANIZATION COVERS INTERESTED PER SONS INCLUDING OFFICERS, TRUSTEES, OR MEMBERS OF A COMMITTEE THAT HAVE A D IRECT OR INDIRECT FINANCIAL INTEREST. THE INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF A CONFLICT OF INTEREST AND ALL MATERIAL FACTS TO THE BOAR D OR MEMBERS OF A COMMITTEE CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF TRUSTEES REVIEWS THE COMPENSATION AND BONUSES FOR THE PRESIDE NT. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE BOARD OF TRUSTEES CONSIDERS THE RECOMMENDATIONS OF THE PRESIDENT AND C OMPARES THE RECOMMENDATIONS TO THE RANGES OF COMPARABLE SALARIES AND COMPE NSATION FOR SIMILAR ORGANIZATIONS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | IN ADDITION TO THE DOCUMENTS REQUIRED BY LAW, THE ORGANIZATION WILL VOLUNT ARILY MAKE THE FOLLOWING DOCUMENTS AVAILABLE UPON REQUEST: A. CERTIFICATE OF INCORPORATION, AS FILED B. BY-LAWS AND C. CONFLICT OF INTEREST POLICY. |
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