CPM EDUCATIONAL PROGRAM: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CPM EDUCATIONAL PROGRAM (EIN 68-0331449)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349317270
- Schema version
- 2021v4.2
- 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 | 2024-11-14T18:17:25-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680037990 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILBERT CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2880 GATEWAY OAKS DR STE 100 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680331449 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CPM EDUCATIONAL PROGRAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CPME | BusinessNameControlTxt |
| Phone | 2097452055 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9498 LITTLE RAPIDS WAY | AddressLine1Txt |
| City | ELK GROVE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95758 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH COYNER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2097452055 | PhoneNum |
| Signature | 2024-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA H WILLIAMS | PreparerPersonNm |
| PTIN | P01281212 | PTIN |
| Phone | 9166466464 | PhoneNum |
| Preparation | 2024-10-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | ELIZABETH COYNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9498 LITTLE RAPIDS WAY | AddressLine1Txt |
| City | ELK GROVE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95758 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,949,260 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CPM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | CPM PROVIDES QUALITY MATHEMATICS CURRICULUM AND PROFESSIONAL DEVELOPMENT FOR GRADES 6-12. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 95 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,088,496 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,846,165 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,895,512 | CYProgramServiceRevenueAmt |
| PY Investment Income | $459,521 | PYInvestmentIncomeAmt |
| CY Investment Income | $530,520 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,240 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $8,307,926 | PYTotalRevenueAmt |
| CY Total Revenue | $8,514,528 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $253,966 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $48,816 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,510,457 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,176,161 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,597,199 | PYOtherExpensesAmt |
| CY Other Expenses | $2,392,229 | CYOtherExpensesAmt |
| PY Total Expenses | $9,361,622 | PYTotalExpensesAmt |
| CY Total Expenses | $9,617,206 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,053,696 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,102,678 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $32,563,148 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,657,359 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,461,674 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,012,516 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,101,474 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,644,843 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CPM EDUCATIONAL PROGRAM STRIVES TO MAKE MIDDLE SCHOOL AND HIGH SCHOOL MATHEMATICS ACCESSIBLE TO ALL STUDENTS BY CREATING PROBLEM-BASED TEXTBOOKS AND PROVIDING THE PROFESSIONAL DEVELOPMENT SUPPORT NECESSARY TO IMPLEMENT THEM SUCCESSFULLY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,689,121 | ExpenseAmt |
| Grant | $48,816 | GrantAmt |
| Revenue | $7,027,955 | RevenueAmt |
| Desc | IN 2021, CPM CONTINUED TO ENHANCE THE DEPTH AND BREADTH OF THE PROFESSIONAL DEVELOPMENT SUPPORT PROVIDED FOR THE CLASSROOM TEACHERS, PARAEDUCATORS, COACHES, AND ADMINISTRATORS OF GRADE 6-12 STUDENTS. CPM'S ANNUAL TEACHER CONFERENCE EVENT WAS AGAIN A VIRTUAL EVENT. BEGINNING IN THE SPRING, CPM WAS ABLE TO OFFER MORE IN-PERSON LEARNING EVENTS THAN IN 2020.CPM IS SEEKING TO BECOME AN ACCREDITED INSTITUTION THROUGH THE MIDDLE STATES ASSOCIATION COMMISSIONS ON ELEMENTARY AND SECONDARY SCHOOLS (MSA-CESS). ACCREDITATION WILL ALLOW TEACHERS TO EARN UNITS FOR THEIR MAINTAINING AND EXPANDING THEIR CERTIFICATIONS AND CREDENTIALS. CPM'S CURRICULUM & ASSESSMENT DEPARTMENT IS CREATING A NEW CURRICULUM SERIES, INSPIRING CONNECTIONS, THAT IS ALIGNED TO THE CCSS AND INCORPORATES TEACHING AND LEARNING BEST PRACTICES SUPPORTED BY RESEARCH. THE GRADE 6 CURRICULUM WAS FIELD-TESTED THIS YEAR AND WILL EXPAND TO GRADE 7 NEXT YEAR. TECHNOLOGY INFRASTRUCTURE DEVELOPMENT CONTINUED TO SUPPORT THE ONLINE LEARNING AND RECORDKEEPING FOR PROFESSIONAL LEARNING EVENTS, UPGRADES TO OUR BUSINESS RECORDS PLATFORM, AND OUR CURRICULUM DELIVERY PLATFORM. CPM IS CONTINUALLY ATTENDING TO IMPROVING THE SUPPORT OF WCAG 2.0 ACCESSIBILITY STANDARDS ON ALL OUR WEBSITES AND DIGITAL CONTENT. | Desc |
| Total Program Service Expenses | $7,689,121 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | 128 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 95 | 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | 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 | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBRA JACOBS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2097452055 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9498 LITTLE RAPIDS WAY | AddressLine1Txt |
| City | ELK GROVE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95758 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ELIZABETH COYNER | |||||||
| EXECUTIVE DIRECTOR/SECRETAARY | 40.00 | Yes (X) | Yes (X) | $144,317 | $0 | $30,337 | |
| KAREN WOOTTON | |||||||
| DIRECTOR OF ASSESSMENT/PRESIDENT | 40.00 | Yes (X) | Yes (X) | $175,468 | $0 | $21,140 | |
| DEBRA JACOBS | |||||||
| DIRECTOR OF ADMINISTRATION/TREASURER | 40.00 | Yes (X) | Yes (X) | $108,756 | $0 | $22,286 | |
| SHARON RENDON | |||||||
| DIRECTOR OF PROFESSIONAL LEARNING | 40.00 | Yes (X) | $127,892 | $0 | $24,096 | ||
| KAREN BOWEN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $150 | $0 | $0 | ||
| LESLIE DIETIKER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $5,077 | $0 | $0 | ||
| MARIANNE EVASHENK | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $299 | $0 | $0 | ||
| ERIC HSU | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $599 | $0 | $0 | ||
| JUDY KYSH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $3,073 | $0 | $0 | ||
| JONATHAN SCHWARTZ | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $400 | $0 | $0 | ||
| CURTIS FUHRIMAN | |||||||
| CHIEF TECHNOLOGY OFFICER | 40.00 | $156,220 | $0 | $21,216 | Yes (X) | ||
| CAROL CHO | |||||||
| DIRECTOR OF DIGITAL CONTENT | 40.00 | $118,641 | $0 | $16,937 | Yes (X) | ||
| ELI MARABLE | |||||||
| SENIOR DEVELOPER | 40.00 | $109,316 | $0 | $19,724 | Yes (X) | ||
| JILL GEORGE | |||||||
| BUSINESS OPERATIONS MANAGER | 40.00 | $101,605 | $0 | $21,193 | Yes (X) | ||
| JACOB MORGAN | |||||||
| DIRECTOR TECH PRODUCT MANAGEMENT | 40.00 | $116,673 | $0 | $7,655 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,168,486 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $184,584 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUSTIN FURNISS DBA SECURE CODERS LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 4TH AVE | AddressLine1Txt |
| City | EGG HARBOR CITY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | COMPUTER PROGRAMMING | ServicesDesc |
| Compensation | $174,658 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,088,496 | GovernmentGrantsAmt |
| Total Contributions | $1,088,496 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SALE OF MATH BOOKS | 611710 | $6,694,668 | $6,694,668 |
| PROFESSIONAL DEVELOPMENT | 611710 | $200,844 | $200,844 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,895,512 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $398,077 | TotalRevenueColumnAmt |
| Exclusion | $398,077 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,567,175 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,434,732 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $132,443 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $132,443 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $132,443 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,514,528 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,027,955 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $398,077 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,566 | TotalAmt |
| Program Services | $48,566 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250 | TotalAmt |
| Program Services | $250 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $663,891 | TotalAmt |
| Program Services | $531,113 | ProgramServicesAmt |
| Management And General | $132,778 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,915,052 | TotalAmt |
| Program Services | $3,932,042 | ProgramServicesAmt |
| Management And General | $983,010 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $482,385 | TotalAmt |
| Program Services | $385,908 | ProgramServicesAmt |
| Management And General | $96,477 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $693,427 | TotalAmt |
| Program Services | $554,742 | ProgramServicesAmt |
| Management And General | $138,685 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,406 | TotalAmt |
| Program Services | $337,125 | ProgramServicesAmt |
| Management And General | $84,281 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,541 | TotalAmt |
| Program Services | $57,233 | ProgramServicesAmt |
| Management And General | $14,308 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,192 | TotalAmt |
| Program Services | $77,754 | ProgramServicesAmt |
| Management And General | $19,438 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,594 | TotalAmt |
| Program Services | $48,475 | ProgramServicesAmt |
| Management And General | $12,119 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,729 | TotalAmt |
| Program Services | $128,583 | ProgramServicesAmt |
| Management And General | $32,146 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,879 | TotalAmt |
| Program Services | $40,703 | ProgramServicesAmt |
| Management And General | $10,176 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,316 | TotalAmt |
| Program Services | $42,652 | ProgramServicesAmt |
| Management And General | $10,664 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,721 | TotalAmt |
| Program Services | $71,777 | ProgramServicesAmt |
| Management And General | $17,944 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,469 | TotalAmt |
| Program Services | $170,775 | ProgramServicesAmt |
| Management And General | $42,694 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,104 | TotalAmt |
| Program Services | $24,076 | ProgramServicesAmt |
| Management And General | $24,028 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5 | TotalAmt |
| Program Services | $4 | ProgramServicesAmt |
| Management And General | $1 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,360 | TotalAmt |
| Program Services | $37,888 | ProgramServicesAmt |
| Management And General | $9,472 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,981 | TotalAmt |
| Program Services | $51,985 | ProgramServicesAmt |
| Management And General | $12,996 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM PRODUCTION AND | $1,212,999 | $970,399 | $242,600 |
| FEES AND CHARGES | $80,636 | $64,509 | $16,127 |
| TELEPHONE | $72,174 | $57,739 | $14,435 |
| MEALS | $54,185 | $43,348 | $10,837 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,344 | TotalAmt |
| Program Services | $11,475 | ProgramServicesAmt |
| Management And General | $2,869 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,617,206 | TotalAmt |
| Program Services | $7,689,121 | ProgramServicesAmt |
| Management And General | $1,928,085 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,744,565 | BOYAmt |
| EOY | $13,701,381 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $493,000 | BOYAmt |
| EOY | $246,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,377 | BOYAmt |
| EOY | $107,246 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,988,468 | BOYAmt |
| EOY | $2,947,218 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $421,148 | BOYAmt |
| EOY | $51,446 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $437,855 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $199,927 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,892 | BOYAmt |
| EOY | $237,928 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,726,698 | BOYAmt |
| EOY | $17,366,140 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,563,148 | BOYAmt |
| EOY | $34,657,359 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $966,185 | BOYAmt |
| EOY | $844,257 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,406,993 | BOYAmt |
| EOY | $5,048,994 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,088,496 | BOYAmt |
| EOY | $1,119,265 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,461,674 | BOYAmt |
| EOY | $7,012,516 | 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 | $28,101,474 | BOYAmt |
| EOY | $27,644,843 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,101,474 | BOYAmt |
| EOY | $27,644,843 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,563,148 | BOYAmt |
| EOY | $34,657,359 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,102,678 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $646,047 | 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 | $1,088,496 | CurrentTaxYearAmt |
| Total | $1,088,496 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,797,014 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,617,020 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,030,012 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,846,165 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,895,512 | CurrentTaxYearAmt |
| Total | $57,185,723 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,797,014 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,617,020 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,030,012 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,846,165 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,984,008 | CurrentTaxYearAmt |
| Total | $58,274,219 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $58,274,219 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $212,461 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $301,370 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $280,817 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $470,659 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $398,077 | CurrentTaxYearAmt |
| Total | $1,663,384 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $212,461 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $301,370 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $280,817 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $470,659 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $398,077 | CurrentTaxYearAmt |
| Total | $1,663,384 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $17,185 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,450 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,240 | CurrentTaxYearMinus1YearAmt |
| Total | $30,875 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,009,475 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,935,575 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,322,279 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,319,064 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,382,085 | CurrentTaxYearAmt |
| Total | $59,968,478 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97170 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97920 | PublicSupportPY509Pct |
| Investment Income CY | 0.02770 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02030 | 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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $437,855 | OtherCostOrOtherBasisAmt |
| Depreciation | $199,927 | DepreciationAmt |
| Book Value | $237,928 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $237,928 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITES | Desc |
| Book Value | $17,366,140 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $17,366,140 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYCHECK PROTECTION PROGRAM LOAN | Desc |
| Amt | $1,119,265 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,119,265 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $9,099,981 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $646,047 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $646,047 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,453,934 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $60,594 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $60,594 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,514,528 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,556,612 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,556,612 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $60,594 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $60,594 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,617,206 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AMTE | |||||||
| 3800 HILLSBOROUGH ST | RALEIGH | NC | 27607 | 501(C)(6) | $20,261 | $0 | SCHOLARSHIP PROGRAM |
| REGENTS UCSB | |||||||
| SAASB BUILDING ROOM 1212 | SANTA BARBARA | CA | 93106 | UNIVERSITY | $16,877 | $0 | RESEARCH STUDY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | APPLICATIONS ARE REVIEWED BY A COMMITTEE. * GRANTS GIVEN TO ASSOCIATIONS TO SPONSOR PROGRAMS. * RESEARCH GRANTS GIVEN TO UNIVERSITIES AND COMPANIES FOR RESEARCH STUDIES. | ExplanationTxt |
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 | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KAREN WOOTTON | ||||||||||||||
| DIRECTOR OF ASSESSMENT/PRESIDENT | $173,509 | $0 | $1,959 | $0 | $0 | $0 | $21,121 | $0 | $19 | $0 | $196,608 | $0 | $0 | $0 |
| CURTIS FUHRIMAN | ||||||||||||||
| CHIEF TECHNOLOGY OFFICER | $156,220 | $0 | $0 | $0 | $0 | $0 | $10,865 | $0 | $10,351 | $0 | $177,436 | $0 | $0 | $0 |
| ELIZABETH COYNER | ||||||||||||||
| EXECUTIVE DIRECTOR/SECRETAARY | $143,788 | $0 | $529 | $0 | $0 | $0 | $22,192 | $0 | $8,145 | $0 | $174,654 | $0 | $0 | $0 |
| SHARON RENDON | ||||||||||||||
| DIRECTOR OF PROFESSIONAL LEARNING | $127,884 | $0 | $8 | $0 | $0 | $0 | $16,441 | $0 | $7,655 | $0 | $151,988 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 5 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS ROYALTY AGREEMENTS WITH THE AUTHORS OF THE TEXTBOOKS. ROYALTIES ARE CALCULATED AT 10% OR 15% (DEPENDING ON ROYALTY POOL) OF GROSS MARGINS FROM THE SALE OF TEXTBOOKS. THE ROYALTIES ARE ACCRUED AT YEAR END AND PAID BY JUNE 30 OF THE FOLLOWING YEAR. ROYALTIES WERE ACCRUED IN 2020 AND PAID BY 6/30/21. NO ROYALTIES WERE ACCRUED IN 2019 NOR PAID IN 2020 AS THE ORGANIZATION EXPERIENCED A NET LOSS AS OF 12/31/19. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | YES, AN EXECUTIVE COMMITTEE (EC). THE EC IS COMPRISED OF THREE DEPARTMENT HEADS AND THE EXECUTIVE DIRECTOR. THE FOUR MEMBERS OF THE EC ALSO SERVE ON THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WILL BE REVIEWED BY ELIZABETH COYNER AND DEBRA JACOBS BEFORE FILING WITH IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REVIEWS THE POLICY AT THE ANNUAL BUSINESS MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | SALARIES OF OFFICERS ARE SET BY COMPENSATION COMMITTEE OF THE INDEPENDENT BOARD OF DIRECTORS; THEY USE STANDARD OUTSIDE REFERENCE SOURCES TO SET SALARIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION IS MAKING ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE THROUGH THE REPORT TO REGISTRY OF CHARITABLE TRUSTS. |
| PART XII LINE 2C | NO CHANGES IN CURRENT YEAR. |
| FORM 990 ITEM B AMENDED RETURN | AMENDED FORM 990 IS BEING FILED DUE TO SIGNIFICANT PRIOR YEAR ADJUSTMENTS ON THE AUDITED FINANCIAL STATEMENTS. THESE CHANGES WERE RELATED TO: RESTATED PROGRAM SERVICE REVENUE, TOTAL EXPENSES, TOTAL ASSETS, DEFERRED REVENUE, CHANGE IN NET ASSETS, AND NET ASSETS WITHOUT DONOR RESTRICTIONS. THE FOLLOWING PARTS AND SCHEDULES WERE AMENDED: PART I SUMMARY PROGRAM SERVICE REVENUE AND TOTAL EXPENSES. PART III STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS REVENUE AND EXPENSES. PART VIII STATEMENT OF REVENUE. PART IX STATEMENT OF FUNCTIONAL EXPENSES. PART X BALANCE SHEET ASSETS, LIABILITIES (DEFERRED REVENUE), NET ASSETS WITHOUT DONOR RESTRICTIONS, AND TOTAL NET ASSETS. PART XI RECONCILIATION OF NET ASSETS AT THE END OF YEAR. SCHEDULE A PART III SECTION A PUBLIC SUPPORT GROSS RECEIPTS. SCHEDULE D PART VI LAND, BUILDINGS, AND EQUIPMENT. SCHEDULE D PART XI RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH REVENUE PER RETURN. SCHEDULE D PART XII RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH EXPENSES PER RETURN. |
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