BOOK TRUST: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BOOK TRUST (EIN 20-4124164)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-12
- IRS object ID
- 202423179349307752
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T16:22:52-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841255164 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUNDINGER CORDER & MONTOYA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 LINCOLN STREET SUITE 200 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204124164 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOOK TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOOK | BusinessNameControlTxt |
| Phone | 7204589889 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 UNIVERSITY BLVD STE 527 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATIENCE PEABODY | PersonNm |
| Person Title | PRES/CEO EFF 1/2024 | PersonTitleTxt |
| Phone | 7204589889 | PhoneNum |
| Signature | 2024-11-12 | 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 | MARIA MONTOYA | PreparerPersonNm |
| PTIN | P01363907 | PTIN |
| Phone | 3035345953 | PhoneNum |
| Preparation | 2024-11-12 | 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 | PATIENCE PEABODY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 UNIVERSITY BLVD STE 527 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,543,090 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BOOKTRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | PROVIDING ALL CHILDREN EQUITABLE ACCESS TO BOOKS OF CHOICE IN ORDER TO PROMOTE READING MOTIVATION AND ENGAGEMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 18 | TotalEmployeeCnt |
| Total Volunteers | 226 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,542,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,368,778 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $920,990 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,028,792 | CYProgramServiceRevenueAmt |
| PY Investment Income | $109,640 | PYInvestmentIncomeAmt |
| CY Investment Income | $86,440 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,572,630 | PYTotalRevenueAmt |
| CY Total Revenue | $3,484,010 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $998,745 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,798,164 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $560,866 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $85,575 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $925,048 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,885,119 | PYOtherExpensesAmt |
| CY Other Expenses | $3,536,197 | CYOtherExpensesAmt |
| PY Total Expenses | $4,444,730 | PYTotalExpensesAmt |
| CY Total Expenses | $5,419,936 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$872,100 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,935,926 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,383,991 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,079,743 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $884,168 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $515,846 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,499,823 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,563,897 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORGANIZATION'S MISSION IS TO PROVIDE ALL CHILDREN EQUITABLE ACCESS TO BOOKS OF CHOICE IN ORDER TO PROMOTE READING MOTIVATION AND ENGAGEMENT. BOOK TRUST'S VISION IS THAT EVERY CHILD DISCOVERS THE JOY AND POWER OF READING TO CULTIVATE A LIFELONG LOVE OF LEARNING. SINCE THE ORGANIZATION'S FOUNDING IN 2001, BOOK TRUST HAS GROWN FROM SERVING 170 STUDENTS IN COLORADO TO SERVING 58,106 ELEMENTARY STUDENTS ACROSS 15 STATES DURING THE 2023-2024 ACADEMIC YEAR. THIS SCHOOL YEAR, BOOK TRUST PARTNERED WITH 194 BOOK TRUST MANAGERS AND 2,742 TEACHERS IN 194 SCHOOLS, TO ENGAGE STUDENTS IN BOOK CHOICE, OWNERSHIP, AND CELEBRATION OF OVER 630,000 NEW SCHOLASTIC BOOKS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,013,780 | ExpenseAmt |
| Revenue | $1,028,792 | RevenueAmt |
| Desc | BOOKS - DIRECT COST OF NEW BOOKS THAT ARE CHOSEN AND OWNED BY BOOK TRUST STUDENTS THROUGHOUT THE SCHOOL YEAR. BOOK TRUST IS A TEACHER-LED, STUDENT- DRIVEN NATIONAL EARLY LITERACY PROGRAM WHICH INCLUDES A STEP-BY-STEP SUPPORTED AND EVALUATED PROCESS TO ENSURE STUDENTS HAVE THE OPPORTUNITY TO DISCOVER THE JOY AND POWER OF READING. IN THE 2023-2024 SCHOOL YEAR, 58,106 BOOK TRUST ELEMENTARY STUDENTS IN 194 SCHOOLS ACROSS 15 STATES, SELECTED AND RECEIVED OVER 630,000 NEW SCHOLASTIC BOOKS. BOOK TRUST STUDENTS WERE ABLE TO BUILD THEIR LOVE OF READING AND THEIR OWN HOME LIBRARIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,162,891 | ExpenseAmt |
| Desc | TEACHER TRAINING AND RESOURCES - DIRECT COST TO DEVELOP AND PROVIDE TEACHER TRAINING, SUPPORT, AND LITERACY RESOURCES TO BOOK TRUST MANAGERS AND TEACHERS THROUGHOUT THE YEAR. BOOK TRUST MANAGERS AND TEACHERS VOLUNTEER THEIR TIME TO IMPLEMENT BOOK TRUST'S PROGRAM EVERY MONTH OF THE SCHOOL YEAR. IN 2023-2024, 194 BOOK TRUST MANAGERS AND 2,742 TEACHERS ACROSS 15 STATES RECEIVED BOOK TRUST'S PROGRAM TRAINING, ON-GOING PROGRAM SUPPORT, AND MONTHLY LITERACY RESOURCES TO ENGAGE STUDENTS IN BOOK CHOICE, OWNERSHIP, AND CELEBRATION. BOOK TRUST MANAGERS AND TEACHERS RECEIVE LITERACY TOOLS FOR EARLY READING TACTICS, FAMILY ENGAGEMENT, AND THE BENEFITS OF PLAYING AN ACTIVE ROLE IN DAILY READING IN THE CLASSROOM AND AT HOME. EVALUATION - DIRECT COST TO PROVIDE MONTHLY PROGRAM MONITORING AND EVALUATION TO ENSURE EFFECTIVE AND QUALITY PROGRAM IMPLEMENTATION AND IMPACT. BOOK TRUST'S QUALITATIVE AND QUANTITATIVE EVALUATION PROCESS THROUGHOUT THE YEAR INCLUDES; BUT IS NOT LIMITED TO, SCHOOL SITE VISITS, PROGRAM MONITORING TOOLS, ANNUAL SURVEYS, FOCUS GROUPS, ACADEMIC RESEARCH, AND THIRD-PARTY EVALUATIONS. OPERATIONS - DIRECT COST TO PROVIDE THE ESSENTIAL PROGRAM ADMINISTRATIVE AND OPERATIONAL SUPPORT NECESSARY TO IMPLEMENT THE BOOK TRUST PROGRAM AND TO SUPPORT OUR PARTNER SCHOOLS, TEACHERS, AND STUDENTS WITH HIGH QUALITY AND CONSISTENCY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,176,671 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | 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 | Yes (true) | 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 | false | 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 | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 18 | 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 | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | false | 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 | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | 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 | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | 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 | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | 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 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATIENCE PEABODY | PersonNm |
| Phone | 7204589889 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 UNIVERSITY BLVD STE 527 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80206 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| PATIENCE PEABODY | |||||||
| PRES/CEO EFF | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| COLLEEN O'KEEFE | |||||||
| PRES/CEO THR | 40.00 | Yes (X) | $276,320 | $0 | $17,628 | ||
| STACY KIRKLAND | |||||||
| INTRM PRES/C | 40.00 | Yes (X) | $122,787 | $0 | $3,066 | Yes (X) | |
| ALLISON LEE | |||||||
| VP OF PROGRA | 40.00 | $126,195 | $0 | $3,918 | Yes (X) | ||
| MAIRE DALY | |||||||
| VP OF DEVELO | 40.00 | $130,633 | $0 | $3,544 | Yes (X) | ||
| DAVID DIEHL | |||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CHERYL ZIMLICH | |||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAVID PEREZ | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| NICOLE RIEHL | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| DHARMENDRA SAHAY | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| SWATI GOKHALE | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| ADRIENNE SCHATZ | |||||||
| FOUNDER/DIRE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| DARIN ATTEBERRY | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $655,935 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $28,156 | 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 (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| CANOPY ADVISORY GROUP INC | ||||||
| 1150 DELAWARE ST | DENVER | CO | 80204 | GRANT WRITING | $179,603 | |
| REVEAL BUSINESS SOLUTIONS LLC | ||||||
| 6445 DOWNING STREET | DENVER | CO | 80229 | ACCOUNTING | $157,600 | |
| COMMUNITY COUNSELING SERVICE LLC | ||||||
| 527 MADISON AVE | NEW YORK | NY | 10022 | CONSULTING | $113,740 | 5TH FLOOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $168,722 | FundraisingAmt |
| All Other Contributions | $2,200,056 | AllOtherContributionsAmt |
| Total Contributions | $2,368,778 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TRUST PROGRAM | Desc |
| Total Revenue Column | $1,028,792 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,028,792 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,028,792 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,440 | TotalRevenueColumnAmt |
| Exclusion | $86,440 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $59,080 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $168,722 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $59,080 | FundraisingDirectExpensesAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,484,010 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,028,792 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $86,440 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,020 | TotalAmt |
| Program Services | $95,265 | ProgramServicesAmt |
| Management And General | $155,887 | ManagementAndGeneralAmt |
| Fundraising | $181,868 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,135,434 | TotalAmt |
| Program Services | $615,747 | ProgramServicesAmt |
| Management And General | $69,956 | ManagementAndGeneralAmt |
| Fundraising | $449,731 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,981 | TotalAmt |
| Program Services | $24,636 | ProgramServicesAmt |
| Management And General | $40,313 | ManagementAndGeneralAmt |
| Fundraising | $47,032 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,729 | TotalAmt |
| Program Services | $46,503 | ProgramServicesAmt |
| Management And General | $18,275 | ManagementAndGeneralAmt |
| Fundraising | $52,951 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,575 | TotalAmt |
| Fundraising | $85,575 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,220 | TotalAmt |
| Program Services | $317,590 | ProgramServicesAmt |
| Management And General | $22,861 | ManagementAndGeneralAmt |
| Fundraising | $19,769 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,274 | TotalAmt |
| Program Services | $27,158 | ProgramServicesAmt |
| Management And General | $7,381 | ManagementAndGeneralAmt |
| Fundraising | $12,735 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,936 | TotalAmt |
| Program Services | $12,774 | ProgramServicesAmt |
| Management And General | $1,363 | ManagementAndGeneralAmt |
| Fundraising | $9,799 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,942 | TotalAmt |
| Program Services | $17,659 | ProgramServicesAmt |
| Management And General | $1,764 | ManagementAndGeneralAmt |
| Fundraising | $48,519 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,716 | TotalAmt |
| Program Services | $5,560 | ProgramServicesAmt |
| Management And General | $417 | ManagementAndGeneralAmt |
| Fundraising | $739 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| BOOK EXPENSES | $3,013,779 | $3,013,779 | |
| FUNDRAISING LICENSES | $11,948 | $11,948 | |
| BANK FEES | $4,382 | $4,382 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,419,936 | TotalAmt |
| Program Services | $4,176,671 | ProgramServicesAmt |
| Management And General | $318,217 | ManagementAndGeneralAmt |
| Fundraising | $925,048 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,767,732 | BOYAmt |
| EOY | $1,997,309 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,859 | BOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $328,019 | BOYAmt |
| EOY | $57,127 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,380 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,380 | LandBldgEquipAccumDeprecAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,381 | BOYAmt |
| EOY | $25,307 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,383,991 | BOYAmt |
| EOY | $2,079,743 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $510,418 | BOYAmt |
| EOY | $128,346 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,750 | BOYAmt |
| EOY | $37,500 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,000 | BOYAmt |
| EOY | $350,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $884,168 | BOYAmt |
| EOY | $515,846 | 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 | $2,971,953 | BOYAmt |
| EOY | $1,311,885 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $527,870 | BOYAmt |
| EOY | $252,012 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,499,823 | BOYAmt |
| EOY | $1,563,897 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,383,991 | BOYAmt |
| EOY | $2,079,743 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,935,926 | ReconcilationRevenueExpnssAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
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 | $3,898,804 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,214,131 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,236,464 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,542,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,368,778 | CurrentTaxYearAmt |
| Total | $15,260,177 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,898,804 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,214,131 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,236,464 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,542,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,368,778 | CurrentTaxYearAmt |
| Total | $15,260,177 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,989,823 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,270,354 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,094 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,570 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,707 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $109,640 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,440 | CurrentTaxYearAmt |
| Total | $217,451 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $8,688 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,602 | CurrentTaxYearMinus2YearsAmt |
| Total | $10,290 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,487,918 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,027,128 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.66310 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72850 | 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 | 10,290 | 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 D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,380 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,380 | DepreciationAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE ADVANCE | Desc |
| Amt | $350,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $350,000 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $3,484,010 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $3,484,010 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $3,484,010 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,419,936 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $5,419,936 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $5,419,936 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CANOPY ADVISORY GROUP INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 DELAWARE ST | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GRNT WRTNG | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $1,713,200 | GrossReceiptsAmt |
| Retained By Contractor | $85,575 | RetainedByContractorAmt |
| Net To Organization | $1,627,625 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,713,200 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $85,575 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,627,625 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BOOKS ON TAP | Event1Nm |
| Gross Receipts Event1 | $104,833 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $84,022 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $20,811 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,515 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $8,123 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,100 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $10,073 | OtherDirectExpensesEvent1Amt |
| Event2 | HAWAII | Event2Nm |
| Gross Receipts Event2 | $96,204 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $73,271 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $22,933 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $11,599 | RentFacilityCostsEvent2Amt |
| Entertainment Event2 | $5,576 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $5,758 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Other Events | $26,765 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $11,429 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $15,336 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $8,241 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $3,584 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $3,511 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $227,802 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $168,722 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $59,080 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $21,355 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $11,707 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $6,676 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $19,342 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $59,080 | DirectExpenseSummaryEventsAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COLLEEN O'KEEFE | PersonNm |
| Title | PRES/CEO THRU 8/2023 | TitleTxt |
| Base Compensation Filing Org | $276,320 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $17,628 | DeferredCompensationFlngOrgAmt |
| Total Compensation Filing Org | $293,948 | TotalCompensationFilingOrgAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PAGE 1, PART I, LINE 4 | FormAndLineReferenceDesc |
| Explanation | COLLEEN O'KEEFE 148,066 0 0 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE ORGANIZATION'S MISSION IS TO PROVIDE ALL CHILDREN EQUITABLE ACCESS TO BOOKS OF CHOICE IN ORDER TO PROMOTE READING MOTIVATION AND ENGAGEMENT. BOOK TRUST'S VISION IS THAT EVERY CHILD DISCOVERS THE JOY AND POWER OF READING TO CULTIVATE A LIFELONG LOVE OF LEARNING. SINCE THE ORGANIZATION'S FOUNDING IN 2001, BOOK TRUST HAS GROWN FROM SERVING 170 STUDENTS IN COLORADO TO SERVING 58,106 ELEMENTARY STUDENTS ACROSS 15 STATES DURING THE 2023-2024 ACADEMIC YEAR. THIS SCHOOL YEAR, BOOK TRUST PARTNERED WITH 194 BOOK TRUST MANAGERS AND 2,742 TEACHERS IN 194 SCHOOLS, TO ENGAGE STUDENTS IN BOOK CHOICE, OWNERSHIP, AND CELEBRATION OF OVER 630,000 NEW SCHOLASTIC BOOKS. |
| FORM 990, PAGE 2, PART III, LINE 4B | TEACHER TRAINING AND RESOURCES - DIRECT COST TO DEVELOP AND PROVIDE TEACHER TRAINING, SUPPORT, AND LITERACY RESOURCES TO BOOK TRUST MANAGERS AND TEACHERS THROUGHOUT THE YEAR. BOOK TRUST MANAGERS AND TEACHERS VOLUNTEER THEIR TIME TO IMPLEMENT BOOK TRUST'S PROGRAM EVERY MONTH OF THE SCHOOL YEAR. IN 2023-2024, 194 BOOK TRUST MANAGERS AND 2,742 TEACHERS ACROSS 15 STATES RECEIVED BOOK TRUST'S PROGRAM TRAINING, ON-GOING PROGRAM SUPPORT, AND MONTHLY LITERACY RESOURCES TO ENGAGE STUDENTS IN BOOK CHOICE, OWNERSHIP, AND CELEBRATION. BOOK TRUST MANAGERS AND TEACHERS RECEIVE LITERACY TOOLS FOR EARLY READING TACTICS, FAMILY ENGAGEMENT, AND THE BENEFITS OF PLAYING AN ACTIVE ROLE IN DAILY READING IN THE CLASSROOM AND AT HOME. EVALUATION - DIRECT COST TO PROVIDE MONTHLY PROGRAM MONITORING AND EVALUATION TO ENSURE EFFECTIVE AND QUALITY PROGRAM IMPLEMENTATION AND IMPACT. BOOK TRUST'S QUALITATIVE AND QUANTITATIVE EVALUATION PROCESS THROUGHOUT THE YEAR INCLUDES; BUT IS NOT LIMITED TO, SCHOOL SITE VISITS, PROGRAM MONITORING TOOLS, ANNUAL SURVEYS, FOCUS GROUPS, ACADEMIC RESEARCH, AND THIRD-PARTY EVALUATIONS. OPERATIONS - DIRECT COST TO PROVIDE THE ESSENTIAL PROGRAM ADMINISTRATIVE AND OPERATIONAL SUPPORT NECESSARY TO IMPLEMENT THE BOOK TRUST PROGRAM AND TO SUPPORT OUR PARTNER SCHOOLS, TEACHERS, AND STUDENTS WITH HIGH QUALITY AND CONSISTENCY. |
| FORM 990, PART VI | LIST OF STATES RECEIVING COPY OF FORM 990: AL,AK,AR,CA,CT,FL,GA,HI,IL,KS,MD,MA,MI,MN,NJ,NM,NY,NC,ND,OR,PA,RI,SC,TN,UT VA,WI,WV |
| FORM 990, PAGE 6, PART VI, LINE 8B | COMMITTEES CANNOT TAKE ANY ACTION WITHOUT BOARD APPROVAL. THEREFORE, NO MINUTES ARE TAKEN AT COMMITTEE MEETINGS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF THE FORM 990 IS REVIEWED BY THE TREASURER AND THE PRESIDENT & CEO. EACH BOARD MEMBER THEN RECEIVES AN ELECTRONIC COPY OF THE FINAL DRAFT TO REVIEW. ANY CORRECTIONS OR CHANGES ARE MADE, AND THE 990 IS FINALIZED AND SUBMITTED WITH BOARD REVIEW AND APPROVAL. |
| FORM 990, PAGE 6, PART VI, LINE 12C | EACH SPRING, ALL BOARD POLICIES ARE REVIEWED WITH BOARD MEMBERS. AT THAT TIME, THE CONFLICT OF INTEREST FORMS ARE REVIEWED AND BOARD MEMBERS ARE ASKED TO DISCLOSE ANY CONFLICTS AND COMPLETE THE CONFLICT OF INTEREST AFFIRMATION CERTIFICATE. EACH YEAR, BOARD MEMBERS REVIEW AND REAFFIRM. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THERE IS AN ANNUAL COMPARISON OF THE BOOK TRUST'S PRESIDENT & CEO'S COMPENSATION AGAINST COMPARABILITY DATA FOR ORGANIZATIONS OF SIMILAR SIZE AND MISSION. THE EXECUTIVE COMMITTEE MEETS TO REVIEW THE PERFORMANCE OF THE PRESIDENT & CEO AND TO APPROVE THE COMPENSATION AMOUNT. A SIMILAR PROCESS IS IN PLACE FOR ALL OTHER EMPLOYEES OF THE ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 15B | SEE DESCRIPTION FOR LINE 15A ABOVE. |
| FORM 990, PAGE 6, PART VI, LINE 17 | MASSACHUSETTS, MARYLAND, MAINE, MICHIGAN, MINNESOTA, MISSISSIPPI, NORTH CAROLINA, NORTH DAKOTA, NEW HAMPSHIRE, NEW JERSEY, NEW MEXICO, NEVADA, NEW YORK, OHIO, OKLAHOMA, OREGON, PENNSYLVANIA, RHODE ISLAND, SOUTH CAROLINA, TENNESSEE, VIRGINIA, WASHINGTON, WISCONSIN, WEST VIRGINIA |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST. THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE POSTED ON THE BOOK TRUST WEBSITE. |
| FORM 990, PART XII | THERE HAS BEEN NO CHANGE IN THE OVERSIGHT PROCESS SINCE THE PRIOR YEAR. |
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