COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION (EIN 52-1012307)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-13
- IRS object ID
- 202511339349308396
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T17:13:09-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 919 EAST MAIN STREET SUITE 1800 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | 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 | 521012307 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNCIL FOR ADVANCEMENT AND SUPPORT OF | BusinessNameLine1Txt |
| Business Name Line2 | EDUCATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COUN | BusinessNameControlTxt |
| Phone | 2023285900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 EYE STREET NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200055905 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE YOUNG | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2023285900 | PhoneNum |
| Signature | 2025-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEREDITH BELL | PreparerPersonNm |
| PTIN | P01696827 | PTIN |
| Phone | 8042822121 | PhoneNum |
| Preparation | 2025-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUE CUNNINGHAM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 EYE STREET NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200055905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $35,485,463 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CASE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | ADVANCING EDUCATION TO TRANSFORM LIVES AND SOCIETY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 105 | TotalEmployeeCnt |
| Total Volunteers | 4800 | TotalVolunteersCnt |
| Total Gross UBI | $150,563 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $240,554 | PYContributionsGrantsAmt |
| CY Contributions Grants | $85,787 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $26,829,818 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,956,211 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,259 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,533,114 | CYInvestmentIncomeAmt |
| PY Other Revenue | $444,988 | PYOtherRevenueAmt |
| CY Other Revenue | $429,948 | CYOtherRevenueAmt |
| PY Total Revenue | $27,516,619 | PYTotalRevenueAmt |
| CY Total Revenue | $32,005,060 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $70,227 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $147,600 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,302,786 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,481,825 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $464,387 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,284,723 | PYOtherExpensesAmt |
| CY Other Expenses | $18,040,298 | CYOtherExpensesAmt |
| PY Total Expenses | $31,657,736 | PYTotalExpensesAmt |
| CY Total Expenses | $34,669,723 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,141,117 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,664,663 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $41,616,913 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,059,422 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,858,383 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,870,190 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,758,530 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,189,232 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AS A CATALYST FOR ADVANCING EDUCATION WORLDWIDE, WE INSPIRE, CHALLENGE AND EQUIP COMMUNITIES OF PROFESSIONALS TO ACT EFFECTIVELY AND WITH INTEGRITY TO CHAMPION THE SUCCESS OF THEIR INSTITUTIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $19,400,762 | ExpenseAmt |
| Revenue | $15,452,349 | RevenueAmt |
| Desc | CONFERENCES AND WORKSHOPS - THE COUNCIL OFFERS OVER 80 CONFERENCES AND 20 ONLINE SPEAKER SERIES PER YEAR AS OPPORTUNITIES TO NETWORK WITH COLLEAGUES AND LEARN ABOUT INSTITUTIONAL ADVANCEMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,411,557 | ExpenseAmt |
| Desc | EXTERNAL AFFAIRS - THE EXTERNAL AFFAIRS PROGRAM INCLUDES COMMUNICATIONS, GOVERNMENT RELATIONS, PUBLIC RELATIONS, MEDIA RELATIONS, AND INSTITUTIONAL RELATED FOUNDATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,350,774 | ExpenseAmt |
| Desc | INFORMATION AND RESEARCH - THE COUNCIL PROVIDES UP-TO-DATE INFORMATION ON A VARIETY OF TOPICS RELATED TO ALL AREAS OF INSTITUTIONAL ADVANCEMENT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $147,600 | $147,600 | $4,005,515 | AWARDS AND SERVICES |
| $9,599,831 | MEMBERSHIP | ||
| $898,516 | PUBLICATIONS - THE COUNCIL'S PUBLICATIONS FOCUS ON ISSUES AND TRENDS IN ADVANCEMENT, AND THEY RANGE FROM BOOKLETS TO COMPREHENSIVE TRAINING MANUALS, VIDEOS AND A MAGAZINE. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $147,600 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $147,600 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $14,503,862 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $28,310,693 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 192 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 105 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | SN | ForeignCountryCd |
| Foreign Country | MX | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COUNCIL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023285900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 EYE STREET NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200055905 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| SERGIO M GONZALEZ | |||||||||
| CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| FRITZ SCHROEDER | |||||||||
| CHAIR-ELECT | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW T LAMBERT | |||||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RACHEL SANDISON | |||||||||
| TREASURER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ARMIN AFSAHI | |||||||||
| MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA K ALTMANN | |||||||||
| MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL BARZACCHINI | |||||||||
| MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| EDUARDO BEHRENTZ | |||||||||
| MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MONTIQUE MO COTTON KELLY | |||||||||
| MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA DICK | |||||||||
| MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LEE FERTIG | |||||||||
| MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BINTI HARVEY | |||||||||
| MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SHELLEY GREENWOOD | |||||||||
| MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW ANDY HAMILTON | |||||||||
| MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MONIQUE HARPET-RICHARDSON | |||||||||
| MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN HASTINGS | |||||||||
| MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| OVIDIA LIM-RAJARAM | |||||||||
| MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT MORY | |||||||||
| MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANGEL PEREZ | |||||||||
| MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HELEN PIKE | |||||||||
| MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TONY PROUDFOOT | |||||||||
| MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUE CUNNINGHAM | |||||||||
| PRESIDENT/CEO | 36.00 | 4.00 | Yes (X) | $678,487 | $0 | $155,423 | |||
| TERESA M FLANNERY | |||||||||
| COO & EXECUTIVE VP | 35.00 | 0.00 | Yes (X) | $356,175 | $0 | $47,571 | |||
| DIANE YOUNG | |||||||||
| CFO | 35.00 | 2.00 | Yes (X) | $260,401 | $0 | $83,507 | |||
| ROBERT HENRY | |||||||||
| VP PEOPLE TALENT & CULTURE | 35.00 | 0.00 | $380,615 | $0 | $70,142 | Yes (X) | |||
| BRETT CHAMBERS | |||||||||
| VP VOLUNTEER & MEMBER | 35.00 | 2.00 | $218,995 | $0 | $63,537 | Yes (X) | |||
| BRIAN FLAHAVEN | |||||||||
| VP STRATEGIC PARTNERSHIP | 35.00 | 0.00 | $229,445 | $0 | $48,745 | Yes (X) | |||
| CARA GIACOMINI | |||||||||
| VP DATA, RESEARCH | 35.00 | 2.00 | $260,698 | $0 | $71,524 | Yes (X) | |||
| AMANDA ADOLPH-FORE | |||||||||
| CHIEF OF STAFF | 35.00 | 0.00 | $210,372 | $0 | $41,720 | Yes (X) | |||
| CATHERINE ZAIC | |||||||||
| SR. DIRECTOR | 35.00 | 0.00 | $188,025 | $0 | $50,170 | Yes (X) | |||
| ANNE KAPLAN | |||||||||
| SR. DIRECTOR | 35.00 | 0.00 | $179,214 | $0 | $37,451 | Yes (X) | |||
| CLIFFIE TURNER | |||||||||
| SR. DIRECTOR | 35.00 | 0.00 | $170,858 | $0 | $31,248 | Yes (X) | |||
| GRANT KOLLET | |||||||||
| SR. DIRECTOR | 35.00 | 0.00 | $159,540 | $0 | $60,208 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,292,825 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $761,246 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 37 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NEW YORK HILTON MIDTOWN | |||||
| 1335 SIXTH STREET | NEW YORK | NY | 10013 | EVENT SERVICES | $787,937 |
| DESIGNDATA SYSTEMS INC | |||||
| 610 PROFESSIONAL DRIVE SUITE 102 | GAITHERSBURG | MD | 20879 | IT SERVICES | $556,555 |
| SHERATON NEW YORK TIMES SQUARE | |||||
| 811 7TH STREET | NEW YORK | NY | 10019 | EVENT SERVICES | $554,080 |
| THE CAPITAL HILTON | |||||
| 1001 16TH STREET NW | WASHINGTON | DC | 20036 | EVENT SERVICES | $321,037 |
| INSPIRE EVENT TECHNOLOGIES | |||||
| PO BOX 671170 | DALLAS | TX | 752671170 | AUDIO VISUAL | $304,813 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $85,787 | AllOtherContributionsAmt |
| Total Contributions | $85,787 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONFERENCES & WORKSHOP | 900099 | $15,452,349 | $15,452,349 | |
| MEMBERSHIP DUES | 900099 | $9,599,831 | $9,599,831 | |
| AWARDS | 900099 | $4,005,515 | $4,005,515 | |
| PUBLICATIONS | 541800 | $898,516 | $747,953 | $150,563 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,956,211 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $377,722 | TotalRevenueColumnAmt |
| Exclusion | $377,722 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,545 | TotalRevenueColumnAmt |
| Exclusion | $2,545 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,554,777 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,390,040 | SecuritiesAmt |
| Other | $9,345 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,164,737 | SecuritiesAmt |
| Other | -$9,345 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,155,392 | TotalRevenueColumnAmt |
| Exclusion | $1,155,392 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $172,317 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $81,018 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $91,299 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $91,299 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $336,104 | TotalRevenueColumnAmt |
| Exclusion | $336,104 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $336,104 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,005,060 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,896,947 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $150,563 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,871,763 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,277 | TotalAmt |
| Program Services | $131,277 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,323 | TotalAmt |
| Program Services | $16,323 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,925,267 | TotalAmt |
| Program Services | $2,388,770 | ProgramServicesAmt |
| Management And General | $497,006 | ManagementAndGeneralAmt |
| Fundraising | $39,491 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,235,345 | TotalAmt |
| Program Services | $8,358,183 | ProgramServicesAmt |
| Management And General | $1,738,985 | ManagementAndGeneralAmt |
| Fundraising | $138,177 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,039,402 | TotalAmt |
| Program Services | $848,776 | ProgramServicesAmt |
| Management And General | $176,594 | ManagementAndGeneralAmt |
| Fundraising | $14,032 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,363,093 | TotalAmt |
| Program Services | $1,113,102 | ProgramServicesAmt |
| Management And General | $231,589 | ManagementAndGeneralAmt |
| Fundraising | $18,402 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $918,718 | TotalAmt |
| Program Services | $750,225 | ProgramServicesAmt |
| Management And General | $156,090 | ManagementAndGeneralAmt |
| Fundraising | $12,403 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,419 | TotalAmt |
| Program Services | $148,963 | ProgramServicesAmt |
| Management And General | $30,993 | ManagementAndGeneralAmt |
| Fundraising | $2,463 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,831 | TotalAmt |
| Program Services | $100,304 | ProgramServicesAmt |
| Management And General | $20,869 | ManagementAndGeneralAmt |
| Fundraising | $1,658 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,660 | TotalAmt |
| Program Services | $120,660 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,244 | TotalAmt |
| Management And General | $50,244 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $743,390 | TotalAmt |
| Program Services | $584,923 | ProgramServicesAmt |
| Management And General | $146,802 | ManagementAndGeneralAmt |
| Fundraising | $11,665 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,203 | TotalAmt |
| Program Services | $98,158 | ProgramServicesAmt |
| Management And General | $20,422 | ManagementAndGeneralAmt |
| Fundraising | $1,623 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,162,246 | TotalAmt |
| Program Services | $949,090 | ProgramServicesAmt |
| Management And General | $197,466 | ManagementAndGeneralAmt |
| Fundraising | $15,690 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,031,044 | TotalAmt |
| Program Services | $1,658,551 | ProgramServicesAmt |
| Management And General | $345,074 | ManagementAndGeneralAmt |
| Fundraising | $27,419 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,762 | TotalAmt |
| Program Services | $144,344 | ProgramServicesAmt |
| Management And General | $30,032 | ManagementAndGeneralAmt |
| Fundraising | $2,386 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,427,717 | TotalAmt |
| Program Services | $1,982,474 | ProgramServicesAmt |
| Management And General | $412,469 | ManagementAndGeneralAmt |
| Fundraising | $32,774 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,267,778 | TotalAmt |
| Program Services | $6,751,468 | ProgramServicesAmt |
| Management And General | $1,404,695 | ManagementAndGeneralAmt |
| Fundraising | $111,615 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $649,476 | TotalAmt |
| Program Services | $530,362 | ProgramServicesAmt |
| Management And General | $110,346 | ManagementAndGeneralAmt |
| Fundraising | $8,768 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,139,059 | TotalAmt |
| Program Services | $930,156 | ProgramServicesAmt |
| Management And General | $193,526 | ManagementAndGeneralAmt |
| Fundraising | $15,377 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,557 | TotalAmt |
| Program Services | $42,918 | ProgramServicesAmt |
| Management And General | $8,929 | ManagementAndGeneralAmt |
| Fundraising | $710 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STAFF EXPENSE | $472,830 | $386,113 | $80,334 | $6,383 |
| MISCELLANEOUS | $195,798 | $173,246 | $20,892 | $1,660 |
| PUBLICATION AND SUBSCRI | $106,139 | $86,673 | $18,033 | $1,433 |
| PHOTOGRAPHY | $19,145 | $15,634 | $3,253 | $258 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,669,723 | TotalAmt |
| Program Services | $28,310,693 | ProgramServicesAmt |
| Management And General | $5,894,643 | ManagementAndGeneralAmt |
| Fundraising | $464,387 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,571,352 | BOYAmt |
| EOY | $1,364,249 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $720,282 | BOYAmt |
| EOY | $503,050 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $688,161 | BOYAmt |
| EOY | $1,112,534 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,416 | BOYAmt |
| EOY | $149,806 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,668,506 | BOYAmt |
| EOY | $1,641,802 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,655,717 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,808,399 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,112,707 | BOYAmt |
| EOY | $2,847,318 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,996,056 | BOYAmt |
| EOY | $20,763,913 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,301,858 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $979,178 | BOYAmt |
| EOY | $815,982 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,701,255 | BOYAmt |
| EOY | $5,558,910 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,616,913 | BOYAmt |
| EOY | $38,059,422 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,534,037 | BOYAmt |
| EOY | $4,216,396 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,018,479 | BOYAmt |
| EOY | $7,586,230 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,117,612 | BOYAmt |
| EOY | $2,218,600 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,188,255 | BOYAmt |
| EOY | $7,848,964 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,858,383 | BOYAmt |
| EOY | $21,870,190 | 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 | $17,037,745 | BOYAmt |
| EOY | $15,628,597 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $720,785 | BOYAmt |
| EOY | $560,635 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,758,530 | BOYAmt |
| EOY | $16,189,232 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,616,913 | BOYAmt |
| EOY | $38,059,422 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,664,663 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,103,336 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$8 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$7,963 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,780,221 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,984,923 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,471,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,488,428 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,787 | CurrentTaxYearAmt |
| Total | $41,810,359 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,107,064 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,000,693 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,881,270 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,679,716 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,977,965 | CurrentTaxYearAmt |
| Total | $77,646,708 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,887,285 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,985,616 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,352,270 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,168,144 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,063,752 | CurrentTaxYearAmt |
| Total | $119,457,067 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,057 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,970 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,425 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,034 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,894 | CurrentTaxYearAmt |
| Total | $80,380 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,057 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,970 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,425 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,034 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,894 | CurrentTaxYearAmt |
| Total | $80,380 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $119,376,687 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $312,926 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $794,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $432,340 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $427,853 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $380,267 | CurrentTaxYearAmt |
| Total | $2,347,586 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $312,926 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $794,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $432,340 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $427,853 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $380,267 | CurrentTaxYearAmt |
| Total | $2,347,586 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $202,649 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $84,188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,153 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $244,129 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $336,104 | CurrentTaxYearAmt |
| Total | $910,223 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,402,860 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,864,004 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,827,763 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,840,126 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,780,123 | CurrentTaxYearAmt |
| Total | $122,714,876 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97280 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97050 | PublicSupportPY509Pct |
| Investment Income CY | 0.01910 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02020 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $120,660 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $120,660 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $34,579,837 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $34,700,497 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $58,868 | CurrentYearMinus3Amt |
| Current Year Minus2 | $44,970 | CurrentYearMinus2Amt |
| Current Year Minus1 | $79,260 | CurrentYearMinus1Amt |
| Current Year | $120,660 | CurrentYearAmt |
| Total | $303,758 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $44,970 | CurrentYearMinus2Amt |
| Current Year Minus1 | $79,260 | CurrentYearMinus1Amt |
| Current Year | $120,660 | CurrentYearAmt |
| Total | $244,890 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $338,319 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,459 | DepreciationAmt |
| Book Value | $314,860 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,897,153 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,283,332 | DepreciationAmt |
| Book Value | $613,821 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,420,245 | OtherCostOrOtherBasisAmt |
| Depreciation | $501,608 | DepreciationAmt |
| Book Value | $1,918,637 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,847,318 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VANGUARD INDEX FDS ETF S&P 500 ETF SHS NEW | Desc |
| Book Value | $3,301,858 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,301,858 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTERCOMPANY RECEIVABLE | $65,724 |
| DEPOSITS | $543,656 |
| ROU ASSET | $4,635,698 |
| DEFERRED COMPENSATION PLAN INVESTMENTS | $313,832 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,558,910 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED POSTRETIREMENT BENEFITS & SWAP AGREEMENTS | $173,616 |
| LEASE LIABILITY | $7,298,517 |
| DEFERRED COMPENSATION | $376,831 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,848,964 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $34,016,758 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,103,336 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $949,261 | OtherRevenueAmt |
| Revenue Not Reported | $2,052,597 | RevenueNotReportedAmt |
| Revenue Subtotal | $31,964,161 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $50,244 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$9,345 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $40,899 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $32,005,060 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $35,650,023 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,030,544 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,030,544 | ExpensesNotReportedAmt |
| Expenses Subtotal | $34,619,479 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $50,244 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $50,244 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $34,669,723 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 81,018. REVENUE ELIMINATED DURING CONSOLIDATION 868,243. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF ASSETS REPORTED ON PART VIII -9,345. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 81,018. LOSS ON FOREIGN EXCHANGE RATE 7,963. LOSS ON DISPOSAL OF ASSETS NOT REPORTED ON PART XI 9,345. EXPENSES ELIMINATED DURING CONSOLIDATION 932,218. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| SOUTH AMERICA | 1 | 5 | PROGRAM SERVICES | CONFERENCES AND EDUCATIONAL PROGRAMS | $36,298 |
| EAST ASIA AND THE PACIFIC | 2 | 6 | PROGRAM SERVICES | CONFERENCES AND EDUCATIONAL PROGRAMS | $163,716 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 1 | 17 | PROGRAM SERVICES | CONFERENCES AND EDUCATIONAL PROGRAMS | $45,953 |
| NORTH AMERICA | 0 | 0 | GRANTMAKING | $9,518 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTMAKING | $6,805 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 4 | SubtotalOfficesCnt |
| Subtotal Employees | 28 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 4 | TotalOfficeCnt |
| Total Employee | 28 | TotalEmployeeCnt |
| Subtotal Spent | $262,290 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $262,290 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| SCHOLARSHIPS AND AWARDS | EUROPE (INCLUDING ICELAND & GREENLAND) | 8 | $6,805 | WIRE |
| SCHOLARSHIPS AND AWARDS | NORTH AMERICA | 9 | $9,518 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CASE MONITORS THE USE OF GRANT FUNDS USING CONFERENCE ATTENDANCE LISTS TO CONFIRM GRANTEE ATTENDANCE AND PARTICIPATION AT DESIGNATED CONFERENCES ASSOCIATED WITH THE GRANT. GRANTEE/VOLUNTEER TRAVEL AND EXPENSE REIMBURSEMENT FORMS ARE USED TO DOCUMENT THE COSTS ASSOCIATED WITH CONFERENCE ATTENDANCE. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| CRD LEGACY SCHOLARSHIP FUND | 4 | $1,100 |
| DISTRICT CONFERENCE SCHOLARSHIP | 125 | $104,617 |
| VIRGINIA CARTER SMITH | 24 | $25,560 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CASE MONITORS THE USE OF GRANT FUNDS USING CONFERENCE ATTENDANCE LISTS TO CONFIRM GRANTEE ATTENDANCE AND PARTICIPATION AT DESIGNATED CONFERENCES ASSOCIATED WITH THE GRANT. GRANTEE/VOLUNTEER TRAVEL AND EXPENSE REIMBURSEMENT FORMS ARE USED TO DOCUMENT THE COSTS ASSOCIATED WITH CONFERENCE ATTENDANCE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUE CUNNINGHAM | ||||||||||||||
| PRESIDENT/CEO | $675,715 | $0 | $0 | $0 | $2,772 | $0 | $135,339 | $0 | $20,084 | $0 | $833,910 | $0 | $0 | $0 |
| ROBERT HENRY | ||||||||||||||
| VP PEOPLE TALENT & CULTURE | $379,067 | $0 | $0 | $0 | $1,548 | $0 | $55,896 | $0 | $14,246 | $0 | $450,757 | $0 | $0 | $0 |
| TERESA M FLANNERY | ||||||||||||||
| COO & EXECUTIVE VP | $353,403 | $0 | $0 | $0 | $2,772 | $0 | $47,571 | $0 | $0 | $0 | $403,746 | $0 | $0 | $0 |
| DIANE YOUNG | ||||||||||||||
| CFO | $257,967 | $0 | $0 | $0 | $2,434 | $0 | $32,475 | $0 | $51,032 | $0 | $343,908 | $0 | $0 | $0 |
| CARA GIACOMINI | ||||||||||||||
| VP DATA, RESEARCH | $260,417 | $0 | $0 | $0 | $281 | $0 | $32,260 | $0 | $39,264 | $0 | $332,222 | $0 | $0 | $0 |
| BRETT CHAMBERS | ||||||||||||||
| VP VOLUNTEER & MEMBER | $218,160 | $0 | $0 | $0 | $835 | $0 | $23,370 | $0 | $40,167 | $0 | $282,532 | $0 | $0 | $0 |
| BRIAN FLAHAVEN | ||||||||||||||
| VP STRATEGIC PARTNERSHIP | $228,996 | $0 | $0 | $0 | $449 | $0 | $46,836 | $0 | $1,909 | $0 | $278,190 | $0 | $0 | $0 |
| AMANDA ADOLPH-FORE | ||||||||||||||
| CHIEF OF STAFF | $209,356 | $0 | $0 | $0 | $1,016 | $0 | $15,788 | $0 | $25,932 | $0 | $252,092 | $0 | $0 | $0 |
| CATHERINE ZAIC | ||||||||||||||
| SR. DIRECTOR | $184,675 | $0 | $0 | $0 | $3,350 | $0 | $19,855 | $0 | $30,315 | $0 | $238,195 | $0 | $0 | $0 |
| GRANT KOLLET | ||||||||||||||
| SR. DIRECTOR | $159,049 | $0 | $0 | $0 | $491 | $0 | $15,976 | $0 | $44,232 | $0 | $219,748 | $0 | $0 | $0 |
| ANNE KAPLAN | ||||||||||||||
| SR. DIRECTOR | $176,069 | $0 | $0 | $0 | $3,145 | $0 | $18,489 | $0 | $18,962 | $0 | $216,665 | $0 | $0 | $0 |
| CLIFFIE TURNER | ||||||||||||||
| SR. DIRECTOR | $167,972 | $0 | $0 | $0 | $2,886 | $0 | $16,740 | $0 | $14,508 | $0 | $202,106 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | CASE USES QUATT ASSOCIATES TO COMPLETE SALARY ANALYSIS FOR ALL POSITIONS. |
| PART I, LINE 4B | CONTRIBUTIONS TO 457(F) PLAN: TERESA FLANNERY - $31,824 BRIAN FLAHAVEN - $20,808 ROBERT HENRY - $24,329 SUE CUNNINGHAM - $95,833 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | CASE SHALL HAVE ONE CLASS OF VOTING MEMBERS, KNOWN AS INSTITUTIONAL MEMBERS. INSTITUTIONAL MEMBERSHIP SHALL BE LIMITED TO: (1) NONPROFIT EDUCATIONAL INSTITUTIONS THAT ARE ACCREDITED BY AN AGENCY RECOGNIZED BY THE COUNCIL ON HIGHER EDUCATION ACCREDITATION OR A SUBSTANTIALLY EQUIVALENT ACCREDITATION AGENCY IN THE CASE OF INSTITUTIONS LOCATED OUTSIDE THE U.S.; (2) NONPROFIT INDEPENDENT SCHOOLS AND NON-U.S. INSTITUTIONS OF EDUCATION THAT HAVE BEEN APPROPRIATELY ACCREDITED; AND (3) NONPROFIT EDUCATIONAL ORGANIZATIONS CLOSELY ASSOCIATED WITH INSTITUTIONS DESCRIBED IN SUBSECTIONS (1) AND (2); PROVIDED, HOWEVER, THAT NO INSTITUTION SHALL BE ELIGIBLE FOR MEMBERSHIP AS AN INSTITUTIONAL MEMBER UNLESS SUCH INSTITUTION IS DESCRIBED IN SECTION 501(C)(3) OR 511(A)(2)(B) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR ANY SUCCESSOR STATUTE ("CODE"), OR IN THE CASE OF AN EDUCATIONAL INSTITUTION LOCATED OUTSIDE OF THE U.S., IS ORGANIZED AND OPERATED IN A MANNER SUBSTANTIALLY EQUIVALENT TO THAT OF AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OR 511(A)(2)(B) OF THE CODE. |
| FORM 990, PART VI, SECTION A, LINE 7A | BOARD MEMBERS ARE ELECTED BY THE VOTING MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 IS POSTED ON THE BOARD WEBSITE PRIOR TO FILING. THE FINANCE AND INVESTMENT COMMITTEE REVIEW THE 990 AT THE NOVEMBER MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | A COPY OF THE CONFLICT OF INTEREST POLICY IS PROVIDED ANNUALLY TO EACH MEMBER OF THE GOVERNING BODY AS WELL AS TO ALL OFFICERS AND KEY EMPLOYEES; EACH IS REMINDED TO REVIEW THE POLICY AND TO REPORT ANY CONFLICTS OF INTEREST. THE AUDIT AND ENTERPRISE RISK MANAGEMENT COMMITTEE REVIEWS THE QUESTIONNAIRE RESPONSES AT THE NOVEMBER MEETING. AT EACH BOARD BUSINESS MEETING THE BOARD CHAIR VERBALLY ASKS IF ANYONE HAS A CONFLICT REGARDING ANY OF THE TOPICS THAT THE BOARD IS SCHEDULED TO DISCUSS. |
| FORM 990, PART VI, SECTION B, LINE 15 | TOP MANAGEMENT OFFICIAL: A REVIEW OF COMPENSATION WAS PERFORMED IN ADDITION TO CONSIDERATION OF ORGANIZATIONAL AND PERSONNEL REQUIREMENTS IN DETERMINING EXECUTIVE MANAGEMENT COMPENSATION. KEY EMPLOYEES: A SIMILAR REVIEW OF THE COMPENSATION OF KEY EMPLOYEES AND OTHER STAFF WAS PERFORMED IN ADDITION TO CONSIDERATION OF ORGANIZATIONAL AND PERSONNEL REQUIREMENTS IN DETERMINING MANAGEMENT COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY AVAILABLE FOR REVIEW, BY WRITTEN REQUEST TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9: | LOSS ON EXCHANGE RATE -7,963. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASE INTERNATIONAL LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 EYE STREET NW STE 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843330864 | EIN |
| Primary Activities | PROGRAM SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Total Income | $2,300,111 | TotalIncomeAmt |
| End Of Year Assets | $1,735,338 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASE | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION EUROPE | |||||||||
| BENGAL WING 9A DEVONSHIRE SQ 4FL | LONDON | UK | 986047959 | CASE(EUROPE) CONDUCTS ACTIVITIES IN SUPPORT OF CHARITABLE FUND RAISERS | UK | 501(C)(3) | LINE 10 | CASE | Yes (1) |
| COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION ASIA-PACIFIC | |||||||||
| 11 KENT RIDGE DRIVE | SINGAPORE | SN | 980638414 | CASE(A/P) CONDUCTS ACTIVITIES IN SUPPORT OF CHARITABLE FUND RAISERS | SN | 501(C)(3) | LINE 7 | CASE | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments