UNITED STATES ARTISTS INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNITED STATES ARTISTS INC (EIN 22-3903993)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-12-05
- IRS object ID
- 202413409349301111
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-05T15:02:52+00:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | 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 | 223903993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United States Artists Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 3124706325 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST MADISON STREET FL 3 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDILEE REED | PersonNm |
| Person Title | President and CEO | PersonTitleTxt |
| Phone | 3124706325 | PhoneNum |
| Signature | 2024-12-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer Burke | PreparerPersonNm |
| PTIN | P01342224 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Preparation | 2024-12-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDILEE REED | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST MADISON STREET FL 3 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,531,946 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDSTATESARTISTS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | WE BELIEVE IN ARTISTS AND THEIR ESSENTIAL ROLE IN OUR SOCIETY. EACH YEAR, WE AWARD UP TO FIFTY $50,000 UNRESTRICTED FELLOWSHIPS TO THE MOST COMPELLING ARTISTS WORKING AND LIVING IN THE UNITED STATES, IN ALL DISCIPLINES, AT EVERY STAGE OF THEIR CAREER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 22 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,569,942 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,946,896 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,177,023 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,285,638 | CYProgramServiceRevenueAmt |
| PY Investment Income | $378,150 | PYInvestmentIncomeAmt |
| CY Investment Income | $499,266 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $16,125,115 | PYTotalRevenueAmt |
| CY Total Revenue | $10,731,800 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,500,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,250,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,136,678 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,923,618 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $731,726 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,421,588 | PYOtherExpensesAmt |
| CY Other Expenses | $2,310,785 | CYOtherExpensesAmt |
| PY Total Expenses | $7,058,266 | PYTotalExpensesAmt |
| CY Total Expenses | $10,484,403 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,066,849 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $247,397 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $50,662,190 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,778,120 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,416,856 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,426,730 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $45,245,334 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $49,351,390 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO INVEST IN AMERICA'S FINEST ARTISTS AND ILLUMINATE THE VALUE OF ARTISTS TO SOCIETY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | Yes (true) | SignificantChangeInd |
| Expense | $3,365,286 | ExpenseAmt |
| Grant | $2,550,000 | GrantAmt |
| Desc | USA FELLOWSHIPS ARE $50,000 UNRESTRICTED AWARDS FOR INDIVIDUAL ARTISTS AND COLLABORATIVES ACROSS THE UNITED STATES AND ITS TERRITORIES AND AWARDED IN THE FOLLOWING DISCIPLINES: ARCHITECTURE, CRAFTS, DANCE, FILM, MEDIA, MUSIC, THEATER AND PERFORMANCE, TRADITIONAL ARTS, VISUAL ART, AND WRITING. THEY ARE AWARDED TO ARTISTS AT ANY CAREER STAGE --EMERGING, MID-CAREER, AND ESTABLISHED. EACH YEAR, THE FELLOWSHIP RECOGNIZES ARTISTS WHO DEMONSTRATE ARTISTIC EXCELLENCE, INNOVATIVE VISION, SIGNIFICANT IMPACT TO THE CULTURAL LANDSCAPE, AND PROFESSIONAL MOMENTUM. USA BERRESFORD PRIZE IS AN ANNUAL AWARD THAT HONORS CULTURAL PRACTITIONERS WHO HAVE CONTRIBUTED SIGNIFICANTLY TO THE ADVANCEMENT, WELLBEING, AND CARE OF ARTISTS IN SOCIETY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,008,517 | ExpenseAmt |
| Grant | $3,700,000 | GrantAmt |
| Revenue | $5,008,518 | RevenueAmt |
| Desc | COLLABORATIVE PROJECTS TO CONSULT WITH OTHER ORGANIZATIONS TO CREATE, DOCUMENT AND FACILITATE THE NEW ARTIST AWARD INITIATIVES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $277,120 | ExpenseAmt |
| Revenue | $277,120 | RevenueAmt |
| Desc | The National Arts Policy Alliance (NAPA) and Artists Capital Funds (ACF) are collaborative projects with organizations and individuals in the field of arts and culture, focused on researching existing policy and financial barriers facing individual artists. NAPA evaluates the need for an organization that connects artists with research, policy, and coalition resources to support gig-economy artists. ACF examines challenges related to cash flow, growth, and sustainability while reviewing existing resources and potential improvements to financial resources for artists. Together, NAPA and ACF aims to build research and program infrastructure that enhances the economic well-being of artists and strengthens their essential role in society. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,650,923 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | 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 | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | 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 | Yes (true) | 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 | 211 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 22 | 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | 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 | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Judilee Reed | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3124706325 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST MADISON STREET FL 3 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| David Horvitz | ||||||||
| Secretary | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Diane Kaplan | ||||||||
| Treasurer (Thru April 2024) | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Edward P Henry | ||||||||
| Chair | 4.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Angelique Power | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Ann Hamilton | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Jack Guthman | ||||||||
| Trustee (thru April 2024) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Jean McLaughlin | ||||||||
| Trustee (Thru Dec 2023) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Joan Shigekawa | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Michelle Boone | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Natalie Diaz | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Rosalba Rolon | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Samuel Hoi | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Susan V Berresford | ||||||||
| Trustee (Thru April 2024) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Todd Simon | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Anna Harris | ||||||||
| Finance Director | 40.0 | Yes (X) | $128,251 | $0 | $19,967 | |||
| Judilee Reed | ||||||||
| President and CEO | 40.0 | Yes (X) | $270,777 | $0 | $33,274 | |||
| Rachel Denny | ||||||||
| Development Director | 40.0 | $119,737 | $0 | $12,888 | Yes (X) | |||
| Michael Pusey | ||||||||
| Assistant Director (Thru March 2023) | 40.0 | $127,221 | $0 | $7,834 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $645,986 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $73,963 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,946,896 | AllOtherContributionsAmt |
| Noncash Contributions | $1,098,647 | NoncashContributionsAmt |
| Total Contributions | $4,946,896 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Program Service Revenue | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,285,638 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,285,638 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,285,638 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $592,120 | TotalRevenueColumnAmt |
| Exclusion | $592,120 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,893,000 | SecuritiesAmt |
| Other | $814,292 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,893,000 | SecuritiesAmt |
| Other | $907,146 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | -$92,854 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$92,854 | TotalRevenueColumnAmt |
| Exclusion | -$92,854 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,731,800 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,285,638 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $499,266 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,250,000 | TotalAmt |
| Program Services | $6,250,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $599,091 | TotalAmt |
| Program Services | $157,191 | ProgramServicesAmt |
| Management And General | $210,400 | ManagementAndGeneralAmt |
| Fundraising | $231,500 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $908,879 | TotalAmt |
| Program Services | $655,131 | ProgramServicesAmt |
| Management And General | $78,986 | ManagementAndGeneralAmt |
| Fundraising | $174,762 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,324 | TotalAmt |
| Program Services | $62,934 | ProgramServicesAmt |
| Management And General | $31,140 | ManagementAndGeneralAmt |
| Fundraising | $38,250 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,931 | TotalAmt |
| Program Services | $67,945 | ProgramServicesAmt |
| Management And General | $78,484 | ManagementAndGeneralAmt |
| Fundraising | $29,502 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,393 | TotalAmt |
| Program Services | $54,190 | ProgramServicesAmt |
| Management And General | $21,338 | ManagementAndGeneralAmt |
| Fundraising | $31,865 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,500 | TotalAmt |
| Management And General | $87,500 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,976 | TotalAmt |
| Program Services | $26,801 | ProgramServicesAmt |
| Management And General | $175 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,987 | TotalAmt |
| Program Services | $16,770 | ProgramServicesAmt |
| Management And General | $127,364 | ManagementAndGeneralAmt |
| Fundraising | $7,853 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,662 | TotalAmt |
| Management And General | $110,662 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $996,761 | TotalAmt |
| Program Services | $849,536 | ProgramServicesAmt |
| Management And General | $60,510 | ManagementAndGeneralAmt |
| Fundraising | $86,715 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500 | TotalAmt |
| Management And General | $500 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,282 | TotalAmt |
| Program Services | $7,678 | ProgramServicesAmt |
| Management And General | $14,298 | ManagementAndGeneralAmt |
| Fundraising | $4,306 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,389 | TotalAmt |
| Program Services | $34,649 | ProgramServicesAmt |
| Management And General | $14,641 | ManagementAndGeneralAmt |
| Fundraising | $12,099 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,871 | TotalAmt |
| Management And General | $85,871 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,038 | TotalAmt |
| Program Services | $64,089 | ProgramServicesAmt |
| Management And General | $29,025 | ManagementAndGeneralAmt |
| Fundraising | $39,924 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,227 | TotalAmt |
| Program Services | $37,438 | ProgramServicesAmt |
| Management And General | $16,662 | ManagementAndGeneralAmt |
| Fundraising | $16,127 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,391 | TotalAmt |
| Management And General | $8,391 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,339 | TotalAmt |
| Management And General | $17,339 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| HONORARIA | $265,773 | $264,523 | $1,250 | |
| WEBSITE DEVELOPMENT | $208,374 | $95,638 | $41,651 | $71,085 |
| LICENSE AND FEES | $14,151 | $283 | $13,868 | |
| BANK FEES | $14,071 | $206 | $13,865 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,493 | TotalAmt |
| Program Services | $6,127 | ProgramServicesAmt |
| Management And General | $9,650 | ManagementAndGeneralAmt |
| Fundraising | $15,716 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,484,403 | TotalAmt |
| Program Services | $8,650,923 | ProgramServicesAmt |
| Management And General | $1,101,754 | ManagementAndGeneralAmt |
| Fundraising | $731,726 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,877,799 | BOYAmt |
| EOY | $5,318,124 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,759,577 | BOYAmt |
| EOY | $7,949,557 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,617,467 | BOYAmt |
| EOY | $4,380,514 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,114 | BOYAmt |
| EOY | $21,531 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $43,434 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,232 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,739 | BOYAmt |
| EOY | $7,202 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,056,778 | BOYAmt |
| EOY | $16,554,570 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,303,453 | BOYAmt |
| EOY | $21,448,978 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $97,644 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,662,190 | BOYAmt |
| EOY | $55,778,120 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,488,418 | BOYAmt |
| EOY | $3,325,439 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,928,438 | BOYAmt |
| EOY | $3,000,841 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $100,450 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,416,856 | BOYAmt |
| EOY | $6,426,730 | 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 | $8,759,950 | BOYAmt |
| EOY | $13,724,311 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,485,384 | BOYAmt |
| EOY | $35,627,079 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,245,334 | BOYAmt |
| EOY | $49,351,390 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,662,190 | BOYAmt |
| EOY | $55,778,120 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $247,397 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,615,612 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $243,047 | OtherChangesInNetAssetsAmt |
| 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 | $4,985,160 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,875,455 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,537,644 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,569,942 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,946,896 | CurrentTaxYearAmt |
| Total | $38,915,097 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,985,160 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,875,455 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,537,644 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,569,942 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,946,896 | CurrentTaxYearAmt |
| Total | $38,915,097 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $15,496,779 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,418,318 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $279,900 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $205,910 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $187,171 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $378,353 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $592,120 | CurrentTaxYearAmt |
| Total | $1,643,454 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $40,558,551 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,122,492 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.5774 | PublicSupportCY170Pct |
| Public Support PY170 | 0.5037 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,185,557 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,767,837 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $906,553 | OtherExpendituresAmt |
| End Year Balance | $30,046,841 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,652,855 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,532,702 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $28,185,557 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,706,125 | BeginningYearBalanceAmt |
| Contributions | $50,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,638,270 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,465,000 | OtherExpendituresAmt |
| End Year Balance | $24,652,855 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,708,723 | BeginningYearBalanceAmt |
| Contributions | $980,000 | ContributionsAmt |
| Investment Earnings Or Losses | $6,767,402 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,750,000 | OtherExpendituresAmt |
| End Year Balance | $33,706,125 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,382,964 | BeginningYearBalanceAmt |
| Contributions | $775,000 | ContributionsAmt |
| Investment Earnings Or Losses | $165,988 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,615,229 | OtherExpendituresAmt |
| End Year Balance | $27,708,723 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.29 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.71 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,434 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,232 | DepreciationAmt |
| Book Value | $7,202 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,202 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $21,448,978 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $21,448,978 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE LIABILITY | Desc |
| Amt | $100,450 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $100,450 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $14,479,797 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,615,612 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $3,615,612 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,864,185 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $110,662 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$243,047 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$132,385 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,731,800 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,373,741 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,373,741 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $110,662 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $110,662 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,484,403 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X FIN 48 (ASC 740) FOOTNOTE | USA has received determination letter from the Internal Revenue Service indicating that it is a not-for-profit entity as described in Section 501(c)(3) of the Internal Revenue Code ("IRC") and is exempt from federal income taxes on related income pursuant to Section 501(a) of the IRC, except for taxes pertaining to unrelated business income. USA follows guidance with respect to accounting for uncertain tax positions. No provision has been made for income taxes in the accompanying financial statements, as USA has had no unrelated business income. Management believes USA has no material unrecognized income tax benefits, including any potential loss of its tax-exempt status. There were no income tax related interest or penalties recognized by USA for the years ended June 30, 2024 and 2023. USA has not been examined by any tax jurisdiction. USA recognizes interest and penalties related to unrecognized tax benefits in interest and income tax expense, respectively. USA recognized and accrued no amounts for interest and penalties as of and for the years ended June 30, 2024 and 2023. USA does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE USA OPERATING ENDOWMENT FUND WAS INSTITUTED FEBRUARY 2016 TO SUPPORT THE ORGANIZATION'S MISSION. DISTRIBUTIONS FROM THIS ENDOWMENT FUND WILL DEFRAY THE ORGANIZATION'S OPERATING COSTS IN PERPETUITY. THE USA FELLOWSHIP ENDOWMENT FUND ALSO SUPPORTS THE ORGANIZATION'S MISSION. DISTRIBUTIONS FROM THIS ENDOWMENT FUND WILL PROVIDE FUNDS FOR ANNUAL FELLOWSHIPS ALONG WITH ADMINISTRATIVE COSTS TO SELECT, ANNOUNCE AND ADMINISTER THE FELLOWSHIP PROGRAM IN PERPETUITY. |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | Discount on Pledges Receivable - 204486 Prior Period Adjustment for Discounts on Pledges Receivable - -447533 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $8,675,637 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $8,675,637 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $8,675,637 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Accrual | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| USA Fellow Grant | 50 | $2,500,000 |
| DFI Grant | 20 | $1,000,000 |
| Rainin Fellow Grant | 4 | $400,000 |
| Maxwell/Hanrahan Award | 5 | $500,000 |
| Seed and Bloom Award | 10 | $1,800,000 |
| Berresford Award | 1 | $50,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | The grant awards are unrestricted. A survey of the Fellows is conducted approximately two years after the grant is awarded. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Judilee Reed | ||||||||||||||
| President and CEO | $270,777 | $0 | $0 | $0 | $0 | $0 | $30,000 | $0 | $3,274 | $0 | $304,051 | $0 | $0 | $0 |
| Michael Pusey | ||||||||||||||
| Assistant Director (Thru March 2023) | $27,554 | $0 | $0 | $0 | $99,667 | $0 | $7,645 | $0 | $189 | $0 | $135,055 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 4a Severance or change-of-control payment | FormAndLineReferenceDesc |
| Explanation | Michael Pusey - separation agreement - 9 months of salary totaling $99,667. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19179 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,098,647 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Securities - Publicly traded - Number of shares received | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 3 Significant changes in program services | Addition of collaborative projects with organizations and individuals in the field of arts and culture, focused on researching existing policy and financial barriers facing individual artists. Together aiming to build research and program infrastructure that enhances the economic well-being of artists and strengthens their essential role in society. |
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | Any such committee, to the extent provided in the resolution of the Board, shall have and may exercise all of the powers and authority of the Board in the management of the business and affairs of the Corporation, and may authorize the seal of the Corporation to be affixed to all papers which may require it; but no such committee shall have any power or authority to amend the Certificate of Incorporation or the Bylaws; adopt an agreement of merger or consolidation; sell, lease or exchange all or substantially all of the Corporation's property and assets; dissolve the Corporation or revoke a dissolution; or take any other action which by law may not be taken by a committee of the Board. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | Prior to filing, the Form 990 is prepared by the accounting team and reviewed by the Controller. A complete copy is distributed to Audit Committee members for review, with an opportunity to ask questions and provide feedback before finalization. The audit committee informs the board of the filing in the subsequent board meeting, noting that the Form 990 is available upon request and publicly accessible on Candid's website. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE ORGANIZATION DISTRIBUTES ITS CONFLICT OF INTEREST POLICY TO ALL OFFICERS AND DIRECTORS AT THE BEGINNING OF EACH FISCAL YEAR. THE POLICY REQUIRES THE OFFICERS AND DIRECTORS TO AFFIRM RECEIPT, UNDERSTANDING AND COMPLIANCE WITH THE POLICY, AND REQUIRES DISCLOSURE OF AFFILIATIONS AND RELATIONSHIPS THAT COULD GIVE RISE TO CONFLICTS. NOTWITHSTANDING USA'S ANNUAL ACTIVE DISTRIBUTION AND COMPLETION OF ITS CONFLICT OF INTEREST POLICY STATEMENT, OFFICERS AND DIRECTORS MAINTAIN AN ONGOING RESPONSIBILITY TO NOTIFY USA OF CHANGES IN THEIR AFFILIATIONS THAT MAY REQUIRE DISCLOSURE TO USA UNDER THE POLICY. CONFLICT OF INTEREST DISCLOSURE FORMS ARE REVIEWED BY THE CHAIR OF THE BOARD OR PRESIDENT OF USA. CONFLICTS OF INTEREST THAT NECESSITATE BOARD AWARENESS AND ACTION ARE PRESENTED TO THE EXECUTIVE COMMITTEE FOR RESOLUTION AND IMPOSITION OF SANCTIONS, IF WARRANTED. ANY POTENTIALLY CONFLICTED BOARD MEMBERS ARE RECUSED FROM BOARD DELIBERATIONS AND VOTING ON ITEMS IN WHICH THEY HAVE A POTENTIAL CONFLICT. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | Top management position compensation is determined at the Executive Committee level through the evaluation of goals and achievements. The organization relied on Oppenheim's salary surveys at the time of hire, the past salary of the position, and have consequently modified for cost of living and performance adjustments. Changes in salary have been made with discussion by the executive committee and reviewed by the full board in executive session. DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION AGREEMENT ARE CONTEMPORANEOUSLY DOCUMENTED. THIS PROCESS WAS LAST COMPLETED IN 2021. |
| Form 990, Part VI, Line 19 Required documents available to the public | ALL INFORMATIONAL RETURNS AND FINANCIAL STATEMENTS INCLUDING GOVERNING DOCUMENTS SUCH AS THE BYLAWS, IRS DETERMINATION LETTER, GIFT ACCEPTANCE POLICY, CONFLICT OF INTEREST POLICY, WHISTLE BLOWER POLICY AND DOCUMENT RETENTION POLICY ARE AVAILABLE UPON REQUEST. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | DISCOUNT ON PLEDGES RECEIVABLE - 243047; |
| FORM 990, PART VI, LINE 15B PROCESS TO ESTABLISH COMPENSATION OF OTHER EMPLOYEES | The organization's CEO determines the compensation for all other employees by examining levels of experience and comparable salaries for those levels across comparable national organizations. DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION AGREEMENT ARE CONTEMPORANEOUSLY DOCUMENTED. THIS PROCESS WAS LAST COMPLETED IN 2021. |
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