NATIONAL ASSOC OF STATE DIRECTORS OF DEVELOPMENTAL DISABILITIES SER: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL ASSOC OF STATE DIRECTORS OF DEVELOPMENTAL DISABILITIES SER (EIN 23-7013310)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-08
- IRS object ID
- 202321289349303102
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-08T13:02:00-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 800N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237013310 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL ASSOCIATION OF STATE DIRECTORS | BusinessNameLine1Txt |
| Business Name Line2 | OF DEVELOPMENTAL DISABILITIES SERVICES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 7036834202 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 N FAIRFAX STREET 101 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY SOWERS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7036834202 | PhoneNum |
| Signature | 2023-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARY | PersonFirstNm |
| Person Last | SOWERS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD J LOCASTRO CPA | PreparerPersonNm |
| PTIN | P00288314 | PTIN |
| Phone | 3019519090 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARY SOWERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 N FAIRFAX STREET 101 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,658,317 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NASDDDS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1964 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III, LINE 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $703,567 | PYContributionsGrantsAmt |
| CY Contributions Grants | $386,756 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,997,237 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,168,850 | CYProgramServiceRevenueAmt |
| PY Investment Income | $57,135 | PYInvestmentIncomeAmt |
| CY Investment Income | $101,812 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,588 | PYOtherRevenueAmt |
| CY Other Revenue | $899 | CYOtherRevenueAmt |
| PY Total Revenue | $4,767,527 | PYTotalRevenueAmt |
| CY Total Revenue | $4,658,317 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,912,746 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,856,933 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,262,595 | PYOtherExpensesAmt |
| CY Other Expenses | $2,510,666 | CYOtherExpensesAmt |
| PY Total Expenses | $4,175,341 | PYTotalExpensesAmt |
| CY Total Expenses | $4,367,599 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $592,186 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $290,718 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,797,469 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,205,230 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,491,859 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,987,776 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,305,610 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,217,454 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROMOTE MUTUAL ASSISTANCE, COOPERATION, AND THE EXCHANGE OF INFORMATION AND IDEAS IN THE ADMINISTRATION OF PUBLIC DEVELOPMENTAL DISABILITIES PROGRAMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $814,683 | ExpenseAmt |
| Revenue | $1,030,301 | RevenueAmt |
| Desc | STATE EMPLOYMENT LEADERSHIP NETWORK: A MULTI-STATE INITIATIVE AIMED AT BRINGING STATES TOGETHER TO IMPROVE EMPLOYMENT OUTCOMES FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,081,135 | ExpenseAmt |
| Revenue | $1,061,831 | RevenueAmt |
| Desc | NATIONAL CORE INDICATORS PROJECT: A MULTI-STATE INITIATIVE AIMED AT DEVELOPING NATIONALLY-RECOGNIZED PERFORMANCE AND OUTCOME MEASURES THAT ENABLE A STATE'S DEVELOPMENTAL DISABILITY SERVICES AUTHORITY TO: A)BENCHMARK THE PERFORMANCE OF ITS SERVICE SYSTEM AGAINST PERFORMANCE LEVELS ACHIEVED ELSEWHERE; AND ALSO B) TRACK THE PROGRESS OF ITS OWN SERVICE SYSTEM OVER TIME. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $788,195 | ExpenseAmt |
| Revenue | $1,379,371 | RevenueAmt |
| Desc | MEMBERSHIP: KEEPS MEMBER STATE AGENCIES ABREAST OF LATEST NATIONAL, STATE & LOCAL POLICY AND PROGRAMMATIC DEVELOPMENTS THROUGH MONTHLY NEWSLETTERS, ELECTRONIC BULLETINS, RESOURCE DIRECTORY AND OTHER PUBLICATIONS. ALSO, THE ASSOCIATION PROVIDES ASSISTANCE TO MEMBER STATE AGENCIES IN SOLVING A WIDE RANGE OF POLICY & SERVICE DELIVERY ISSUES, CONDUCTS SPECIAL STUDIES & SPONSORS TWO MEMBERSHIP MEETINGS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (7 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $116,329 | $220,550 | OTHER PROGRAM |
| $15,200 | CULTURE OF QUALITY | |
| $257,976 | PROGRAM ADMIN | |
| $6,343 | $6,343 | ICDD GRANTS |
| $477 | $70,904 | TA FEE BASED |
| $339,156 | $399,550 | COP: THE SUPPORTING FAMILIES COMMUNITY OF PRACTICE (COP) IS A STATE ELECTED PARTICIPATION PROGRAM THAT WORKS WITH STATE I/DD OPERATING AGENCIES AND STATE COUNCILS ON DEVELOPMENTAL DISABILITIES TO DEVELOP POLICIES AND PRACTICES THAT SUPPORT FAMILIES OF PEOPLE WITH I/DD SO THAT THEIR FAMILY MEMBER CAN BE FULLY ENGAGED IN THEIR LOCAL COMMUNITIES. |
| $321,740 | ADMIN PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,057,221 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $697,347 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,741,234 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | 0 | LocalChaptersInd |
| 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY SOWERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7036834302 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 N FAIRFAX STREET 101 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MARK THOMAS | ||||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARY BROGAN | ||||||||
| VICE PRESIDENT/PRESIDENT ELECT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JORDAN SCHEFF | ||||||||
| SECRETARY/TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BERNIE SIMONS | ||||||||
| PAST PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LEE GROSSMAN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LILIA TENINTY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| VALERIE HUHN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD WAKEFIELD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY P SOWERS | ||||||||
| EXECUTIVE DIRECTOR | 37.50 | Yes (X) | $226,604 | $0 | $14,948 | |||
| TEJA STOKES | ||||||||
| DEPUTY EXECUTIVE DIRECTOR | 37.50 | $176,794 | $0 | $24,879 | Yes (X) | |||
| DANIEL BERLAND | ||||||||
| DIR. OF FEDERAL POLICY | 37.50 | $125,141 | $0 | $9,335 | Yes (X) | |||
| BARBARA BRENT | ||||||||
| DIR. OF STATE POLICY | 37.50 | $138,975 | $0 | $10,743 | Yes (X) | |||
| CARRIE MCGRAW | ||||||||
| DIRECTOR OF COMMUNICATIONS | 37.50 | $129,973 | $0 | $8,936 | Yes (X) | |||
| LAURA VEGAS | ||||||||
| DIRECTOR OF NCI | 37.50 | $148,728 | $0 | $20,819 | Yes (X) | |||
| ROSEMARIE KENNEDY-LIZOTTE | ||||||||
| DIR. OF EMPLOYMENT POLICY | 37.50 | $135,413 | $0 | $9,958 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,081,628 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $99,618 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HUMAN SERVICES RESEARCH INSTITUTE | |||||
| 2336 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02140 | RESEARCH SERVICES | $846,130 |
| UNIVESTIY OF MASSACHUSETTS BOSTON | |||||
| 100 MORRISSEY BLVD | BOSTON | MA | 02125 | RESEARCH SERVICES | $642,996 |
| UNIVERSITY OF MISSOURI-KANSAS CITY | |||||
| 5100 ROCKHILL RD | KANSAS CITY | MO | 64110 | RESEARCH SERVICES | $170,183 |
| VAULT CONSULTING | |||||
| 8401 GREENSBORO DRIVE 500 | MCLEAN | VA | 22102 | ACCOUNTING SERVICES | $112,742 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $386,756 | GovernmentGrantsAmt |
| Total Contributions | $386,756 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $1,116,827 | $1,116,827 |
| NTL. CORE LEADERSHIP | 900099 | $1,061,831 | $1,061,831 |
| STATE LEADERSHIP NET. | 900099 | $1,030,301 | $1,030,301 |
| COP | 900099 | $399,550 | $399,550 |
| REGISTRATION FEES | 900099 | $259,694 | $259,694 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $300,647 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $300,647 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,168,850 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $101,812 | TotalRevenueColumnAmt |
| Exclusion | $101,812 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $899 | TotalRevenueColumnAmt |
| Exclusion | $899 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $899 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,658,317 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,168,850 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $102,711 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,338 | TotalAmt |
| Program Services | $121,089 | ProgramServicesAmt |
| Management And General | $339,249 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,127,051 | TotalAmt |
| Program Services | $957,821 | ProgramServicesAmt |
| Management And General | $169,230 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,862 | TotalAmt |
| Program Services | $58,109 | ProgramServicesAmt |
| Management And General | $3,753 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,405 | TotalAmt |
| Program Services | $93,690 | ProgramServicesAmt |
| Management And General | $1,715 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,277 | TotalAmt |
| Program Services | $91,356 | ProgramServicesAmt |
| Management And General | $20,921 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,773 | TotalAmt |
| Program Services | $5,638 | ProgramServicesAmt |
| Management And General | $1,135 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,881 | TotalAmt |
| Program Services | $97,300 | ProgramServicesAmt |
| Management And General | $19,581 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,728 | TotalAmt |
| Management And General | $19,728 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,961,718 | TotalAmt |
| Program Services | $1,959,631 | ProgramServicesAmt |
| Management And General | $2,087 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,146 | TotalAmt |
| Program Services | $40,336 | ProgramServicesAmt |
| Management And General | $9,810 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,470 | TotalAmt |
| Program Services | $20,521 | ProgramServicesAmt |
| Management And General | $2,949 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,612 | TotalAmt |
| Program Services | $55,320 | ProgramServicesAmt |
| Management And General | $12,292 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,410 | TotalAmt |
| Program Services | $113,349 | ProgramServicesAmt |
| Management And General | $2,061 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,421 | TotalAmt |
| Program Services | $51,009 | ProgramServicesAmt |
| Management And General | $3,412 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150 | TotalAmt |
| Program Services | $73 | ProgramServicesAmt |
| Management And General | $77 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,874 | TotalAmt |
| Program Services | $17,782 | ProgramServicesAmt |
| Management And General | $4,092 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,233 | TotalAmt |
| Program Services | $15,183 | ProgramServicesAmt |
| Management And General | $2,050 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUBSCRIPTIONS & PUBS. | $19,971 | $16,682 | $3,289 |
| REPAIRS AND MAINTENANCE | $18,901 | $16,526 | $2,375 |
| PAYROLL FEES | $5,771 | $2,826 | $2,945 |
| PROPOSAL DEVELOPMENT | $2,750 | $2,289 | $461 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,857 | TotalAmt |
| Program Services | $4,704 | ProgramServicesAmt |
| Management And General | $3,153 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,367,599 | TotalAmt |
| Program Services | $3,741,234 | ProgramServicesAmt |
| Management And General | $626,365 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,961,185 | BOYAmt |
| EOY | $2,694,975 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,628 | BOYAmt |
| EOY | $301,188 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,262 | BOYAmt |
| EOY | $18,604 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $196,690 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $172,183 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,673 | BOYAmt |
| EOY | $24,507 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,534,938 | BOYAmt |
| EOY | $2,161,173 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,783 | BOYAmt |
| EOY | $4,783 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,797,469 | BOYAmt |
| EOY | $5,205,230 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $374,324 | BOYAmt |
| EOY | $834,085 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $938,561 | BOYAmt |
| EOY | $977,938 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,974 | BOYAmt |
| EOY | $175,753 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,491,859 | BOYAmt |
| EOY | $1,987,776 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,305,610 | BOYAmt |
| EOY | $3,217,454 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,305,610 | BOYAmt |
| EOY | $3,217,454 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,797,469 | BOYAmt |
| EOY | $5,205,230 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $290,718 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$378,874 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $341,668 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $321,297 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $299,372 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $703,567 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $386,756 | CurrentTaxYearAmt |
| Total | $2,052,660 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,084,837 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,115,198 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,275,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,997,237 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,168,850 | CurrentTaxYearAmt |
| Total | $20,641,322 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,426,505 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,436,495 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,574,572 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,700,804 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,555,606 | CurrentTaxYearAmt |
| Total | $22,693,982 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $177,947 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $215,256 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $385,338 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $228,109 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $242,835 | CurrentTaxYearAmt |
| Total | $1,249,485 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $177,947 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $215,256 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $385,338 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $228,109 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $242,835 | CurrentTaxYearAmt |
| Total | $1,249,485 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $21,444,497 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,909 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,549 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,012 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,135 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $101,812 | CurrentTaxYearAmt |
| Total | $320,417 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,909 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,549 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,012 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,135 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $101,812 | CurrentTaxYearAmt |
| Total | $320,417 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,302 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,509 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,468 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,588 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $899 | CurrentTaxYearAmt |
| Total | $48,766 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,489,716 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,504,553 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,643,052 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,767,527 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,658,317 | CurrentTaxYearAmt |
| Total | $23,063,165 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92980 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93470 | PublicSupportPY509Pct |
| Investment Income CY | 0.01390 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01120 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $196,690 | OtherCostOrOtherBasisAmt |
| Depreciation | $172,183 | DepreciationAmt |
| Book Value | $24,507 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $24,507 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE ADVANCE | Desc |
| Amt | $175,753 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $175,753 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,259,715 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$378,874 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$378,874 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,638,589 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $19,728 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $19,728 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,658,317 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,347,871 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,347,871 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $19,728 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $19,728 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,367,599 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FOR THE YEARS ENDED JUNE 30, 2022 AND 2021, NASDDDS HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARY P SOWERS | ||||||||||||||
| EXECUTIVE DIRECTOR | $225,604 | $0 | $1,000 | $0 | $0 | $0 | $13,596 | $0 | $1,352 | $0 | $241,552 | $0 | $0 | $0 |
| TEJA STOKES | ||||||||||||||
| DEPUTY EXECUTIVE DIRECTOR | $174,294 | $0 | $2,500 | $0 | $0 | $0 | $10,747 | $0 | $14,132 | $0 | $201,673 | $0 | $0 | $0 |
| LAURA VEGAS | ||||||||||||||
| DIRECTOR OF NCI | $146,228 | $0 | $2,500 | $0 | $0 | $0 | $9,017 | $0 | $11,802 | $0 | $169,547 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE FOLLOWING RECIEVED BONUSES: MARY P SOWERS: $1,000 TEJA STOKES: $2,500 DANIEL BERLAND: $2,500 BARBARA BRENT: $2,500 CARRIE MCGRAW: $2,500 LAURA VEGAS: $2,500 ROSEMARIE KENNEDY-LIZOTTE: $2,500 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS WHO ATTAIN SUCH STATUS THROUGH PAYMENT OF AN ANNUAL MEMBERSHIP FEE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS ELECT THE BOARD OF DIRECTORS AND OFFICERS ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY INDEPENDENT ACCOUNTANTS. THE FORM WAS REVIEWED BY THE EXECUTIVE DIRECTOR AND PROVIDED TO THE BOARD OF DIRECTORS BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS REGULARLY AND CONSISTENTLY MONITORED THROUGH THE EXECUTIVE DIRECTOR'S SUPERVISION OF EMPLOYEES. THE BOARD OF DIRECTORS ARE REQUIRED TO REVIEW AND SIGN A CONFLICT OF INTEREST STATEMENT WHEN THEY ARE ELECTED, AND THEN AGAIN ON AN ANNUAL BASIS (IN NOVEMBER). THE SIGNED FORMS ARE MAINTAINED IN THE OFFICE OF THE DIRECTOR OF ADMINISTRATIVE SERVICES. ANY EMPLOYEE OR BOARD MEMBER WITH A CONFLICT OF INTEREST WOULD RECUSE THEMSELVES FOR ALL DELIBERATIONS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD REVIEWS ALL EMPLOYEE SALARIES AND APPLIES A "COST OF LIVING" STANDARD TO SALARY ADJUSTMENTS. IN 2016, A SALARY SURVEY WAS USED TO NEGOTIATE THE EXECUTIVE DIRECTOR'S SALARY. THE PROCESS WAS DELIBERATED AND DOCUMENTED IN THE BOARD MINUTES. THE LAST COMPENSATION REVIEW TOOK PLACE APRIL 2021. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE THROUGH ITS WEBSITE. ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | RESEARCH CONTRACT FEES: PROGRAM SERVICE EXPENSES 1,959,631. MANAGEMENT AND GENERAL EXPENSES 2,087. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,961,718. |
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