INDEPENDENT SECTOR: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- INDEPENDENT SECTOR (EIN 52-1081024)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-09
- IRS object ID
- 202321299349302022
- Schema version
- 2022v5.0
- 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 J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-09T13:32:01-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 1250 H STREET SUITE 700 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521081024 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT SECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INDE | BusinessNameControlTxt |
| Phone | 2024676100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1602 L STREET NW 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICK ROBINSON | PersonNm |
| Person Title | CHIEF OPERATING OFFICER | PersonTitleTxt |
| Phone | 2024676100 | PhoneNum |
| Signature | 2023-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICK | PersonFirstNm |
| Person Last | ROBINSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH W HELLER | PreparerPersonNm |
| PTIN | P00397829 | PTIN |
| Phone | 2022932200 | PhoneNum |
| Preparation | 2023-05-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AKILAH WATKINS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1602 L STREET NW 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,669,593 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.INDEPENDENTSECTOR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | WE ENVISION A WORLD OF ENGAGED INDIVIDUALS, ROBUST INSTITUTIONS, AND VIBRANT COMMUNITIES WORKING TOGETHER TO IMPROVE LIVES AND THE NATURAL WORLD, AND STRENGTHEN DEMOCRATIC SOCIETIES. TO HELP CREATE THIS FUTURE, WE LEAD AND CATALYZE THE CHARITABLE COMMUNITY, PARTNERING WITH GOVERNMENT, BUSINESS, AND INDIVIDUALS TO ADVANCE THE COMMON GOOD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 40 | TotalEmployeeCnt |
| Total Volunteers | 375 | TotalVolunteersCnt |
| Total Gross UBI | -$188,358 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,836,995 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,963,916 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $130,548 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $92,335 | CYProgramServiceRevenueAmt |
| PY Investment Income | $439,918 | PYInvestmentIncomeAmt |
| CY Investment Income | $894,473 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$596,231 | PYOtherRevenueAmt |
| CY Other Revenue | -$458,916 | CYOtherRevenueAmt |
| PY Total Revenue | $7,811,230 | PYTotalRevenueAmt |
| CY Total Revenue | $5,491,808 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $100 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,068,520 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,005,329 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,069,415 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,117,468 | PYOtherExpensesAmt |
| CY Other Expenses | $4,867,782 | CYOtherExpensesAmt |
| PY Total Expenses | $9,185,988 | PYTotalExpensesAmt |
| CY Total Expenses | $9,873,211 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,374,758 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,381,403 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $43,964,742 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,783,681 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,449,097 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,154,088 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $34,515,645 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,629,593 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE ENVISION A WORLD OF ENGAGED INDIVIDUALS, ROBUST INSTITUTIONS, AND VIBRANT COMMUNITIES WORKING TOGETHER TO IMPROVE LIVES AND THE NATURAL WORLD, AND STRENGTHEN DEMOCRATIC SOCIETIES. TO HELP CREATE THIS FUTURE, WE LEAD AND CATALYZE THE CHARITABLE COMMUNITY, PARTNERING WITH GOVERNMENT, BUSINESS, AND INDIVIDUALS TO ADVANCE THE COMMON GOOD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,835,346 | ExpenseAmt |
| Grant | $100 | GrantAmt |
| Revenue | $11,979 | RevenueAmt |
| Desc | COMMUNITY BUILDING:AT THE HEART OF INDEPENDENT SECTOR'S WORK TO CREATE A HEALTHY AND RACIALLY EQUITABLE NATION WHERE ALL PEOPLE CAN THRIVE, IS OUR BELIEF IN THE TRANSFORMATIONAL POWER OF BUILDING AND SUSTAINING COMMUNITY. THROUGH INTENTIONAL AND TARGETED STRATEGIES, INDEPENDENT SECTOR BUILDS A SENSE OF COMMUNITY AMONG LEADERS, PROVIDES OPPORTUNITIES TO BUILD CAPACITY, AND STRENGTHENS BRIDGES AND TRUSTED RELATIONSHIPS TO ENSURE LEADERS, ORGANIZATIONS, AND COMMUNITIES ARE ALIGNED TOWARD A HEALTHY AND EQUITABLE FUTURE. WITH HEALTH SAFETY IN MIND, OUR ENGAGEMENT WITH OUR IS COMMUNITY IN 2022 CONTINUED TO BE PRIMARILY THROUGH A VIRTUAL ENVIRONMENT. NEVERTHELESS, WE MAINTAINED AND DEEPENED OUR CONNECTIONS WITH CHANGEMAKERS ACROSS THE COUNTRY, ENGAGING MORE THAN 2,200 CHANGEMAKERS THROUGH A VARIETY OF OPTIONS, INCLUDING UPSWELL POP-UPS AND EXCHANGES, AND OUR FELLOWSHIPS. FOLLOWING ARE HIGHLIGHTS OF OUR COMMUNITY BUILDING WORK THIS YEAR: IS HOSTED THREE UPSWELL POP-UPS ATTENDED BY ABOUT 1,000 CHANGEMAKERS. EACH POP-UP FOCUSED ON KEY CONVERSATIONS THAT ARE IMPERATIVE TO CREATING A RACIALLY JUST NATION. EACH EMPHASIZED THE WELLBEING AND SELF-CARE OF CHANGEMAKERS AND COMMUNITIES; BRIDGING DIFFERENCES TOWARD JUSTICE AND BELONGING; AND TRANSFORMING AND CHANGING SYSTEMS THROUGH ADVOCACY AND NARRATIVE CHANGE. NEW IN 2022, WE INCLUDED UPSWELL EXCHANGES AS PART OF OUR UPSWELL POP-UPS TO GIVE CHANGEMAKERS THE OPPORTUNITY TO UNPACK IMMEDIATELY WHAT THEY HEARD DURING POP-UP PRESENTATIONS, SHARE THEIR THOUGHTS, AND CONNECT THROUGH DEEPER RELATIONSHIPS WITH ONE ANOTHER. INDEPENDENT SECTOR BROUGHT TOGETHER MORE THAN 1,000 CHANGEMAKERS FROM ACROSS THE NATION FOR OUR FINAL VIRTUAL UPSWELL SUMMIT TO FOCUS ON OUR COLLECTIVE MISSION: BUILDING A HEALTHY AND RACIALLY JUST NATION. PLANNING IS UNDERWAY FOR AN IN-PERSON UPSWELL SUMMIT IN DALLAS/FT. WORTH IN NOVEMBER 2023 INCLUDING SECURING THE HOTEL AND CONFIRMING SEVERAL SUPPORTING FUNDERS. INDEPENDENT SECTOR REDESIGNED OUR FELLOWS PROGRAMMING WITH A PRIMARY FOCUS ON STRENGTHENING THE SENSE OF COMMUNITY AMONG CHANGEMAKERS. THE UPDATED PROGRAM ENABLES PARTICIPATING FELLOWS TO EXPAND THEIR NETWORKS, GAIN NEW KNOWLEDGE, CONTRIBUTE THEIR PERSPECTIVES, AND INSTILL A RENEWED COMMITMENT TO SERVING THEIR COMMUNITIES. THEY CONNECT WITH CHANGEMAKERS FROM ACROSS THE COUNTRY, LEARN FROM EACH OTHER, GAIN NEW TOOLS AND SKILLS TO ACCELERATE THEIR WORK IN THEIR ORGANIZATIONS AND COMMUNITIES, AND SHARE KNOWLEDGE AND THOUGHT LEADERSHIP TO ADVANCE A HEALTHY AND EQUITABLE CIVIL SOCIETY. WE ALSO LAUNCHED OUR ALUMNI COMMUNITY OF OVER 300 LEADERS FROM THE CHARITABLE SECTOR, WHO MEET MONTHLY TO CONNECT, RECEIVE TOOLS, AND SHARE KNOWLEDGE. IS ALSO INITIATED OUR INAUGURAL BRIDGING FELLOWS PROGRAM. THIS TWO-YEAR PROGRAM BRINGS TOGETHER 40 FELLOWS FROM PITTSBURGH, DALLAS AND CHICAGO TO SOCIALIZE AND EMBED BRIDGING AS A CORE COMPETENCY IN THEIR ORGANIZATIONS AND COMMUNITIES. THE PROGRAM FOCUSES ON SPECIFIC AREAS OF SOCIETAL DIVISION, INCLUDING IDEOLOGICAL, RACIAL, SOCIOECONOMIC, AND GEOGRAPHICAL. IS CONTINUED TO REFINE AND EXECUTE AROUND A DATA-DRIVEN SENSE OF COMMUNITY THEORY OF CHANGE BASED ON QUARTERLY SENSE OF COMMUNITY SURVEYS, DISTRIBUTED TO ALL COMMUNITY MEMBERS IN OUR DATABASE. IN 2022, WE ALSO DEPLOYED TARGETED MESSAGES AND FOCUS GROUPS TO IS MEMBERS TO ASSESS THEIR SENSE OF COMMUNITY. ADDITIONALLY, WE CONTINUE TO PARTNER WITH THE FIVE VIRTUAL COMMUNITY ORGANIZERS TO REFINE AND INTERROGATE OUR STRATEGIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,328,358 | ExpenseAmt |
| Desc | PUBLIC POLICY LEADERSHIP:PUBLIC POLICY IS ABOUT SYSTEMS. FORTIFIED BY OUR MEMBERS AND PARTNERS, INDEPENDENT SECTOR PLAYS A KEY ROLE AS A NATIONAL, SECTOR-SPANNING INFRASTRUCTURE ORGANIZATION WITH THE CAPACITY TO ADVANCE FEDERAL POLICIES. MUCH OF OUR POLICY WORK THIS YEAR FOCUSED ON ENSURING THAT FEDERAL RESOURCES FOR AND FEDERAL RELATIONSHIPS WITH THE SECTOR ARE STRONG AND GROWING. FOLLOWING ARE HIGHLIGHTS OF OUR PUBLIC POLICY LEADERSHIP WORK THIS YEAR:RESTORING AND EXPANDING THE CHARITABLE DEDUCTION FOR EVERY AMERICAN IS AN URGENT NEED FOR NONPROFIT ORGANIZATIONS AND THE PEOPLE THEY SERVE. IN MARCH 2022, THEN IS PRESIDENT AND CEO DAN CARDINALI PROUDLY REPRESENTED THE NONPROFIT SECTOR IN TESTIFYING TO THE U.S. SENATE COMMITTEE ON FINANCE IN SUPPORT OF THE CHARITABLE DEDUCTION AND OTHER KEY PRIORITIES. INDEPENDENT SECTOR'S "SEAT AT THE TABLE" INITIATIVE, THROUGH LEGISLATION AND A PROPOSED EXECUTIVE ORDER, AIMS TO CREATE PERMANENT, STRUCTURAL MECHANISMS FOR THE SECTOR TO HELP SHAPE AND IMPROVE FEDERAL POLICY, WHILE ALSO EXPANDING OPPORTUNITIES FOR GOVERNMENT TO WORK MORE EFFECTIVELY WITH THE SECTOR TO ACHIEVE SHARED GOALS. IN 2022, IS SAW THE BIPARTISAN INTRODUCTION BY REPRESENTATIVES BETTY MCCOLLUM (D-MN) AND FRED UPTON (R-MI) OF THE NONPROFIT SECTOR STRENGTH AND PARTNERSHIP ACT. OVER 650 ORGANIZATIONS, FROM ALL 50 STATES, HAVE ENDORSED THE BILL. PIECES OF THE INITIATIVE ALSO HAVE MADE LEGISLATIVE PROGRESS SEPARATELY, WITH BICAMERAL SUPPORT IN THE APPROPRIATIONS PROCESS FOR QUARTERLY NONPROFIT EMPLOYMENT AND WAGE DATA.NOW IN ITS THIRD YEAR, THE NONPROFIT INFRASTRUCTURE INVESTMENT ADVOCACY GROUP (NIIAG), CO-FOUNDED BY INDEPENDENT SECTOR AND KABOOM!, CONTINUES TO ENGAGE A DIVERSE GROUP OF COMMUNITY LEADERS FROM ACROSS THE CHARITABLE NONPROFIT SECTOR. IN ADDITION TO SUPPORT FOR THE NONPROFIT SECTOR STRENGTH AND PARTNERSHIP ACT, NIIAG MEMBERS ADVOCATED THIS YEAR FOR CRITICAL INVESTMENTS IN CIVIC AND COMMUNITY INFRASTRUCTURE, INCLUDING CHILDCARE, WORKFORCE DEVELOPMENT, BROADBAND ACCESS, AND THE CIVILIAN CLIMATE CORPS. ALTHOUGH THESE PRIORITIES ULTIMATELY WERE NOT FUNDED, THE COALITION NOTCHED SOME SMALLER BUT SIGNIFICANT VICTORIES WITH PASSAGE OF THE INFLATION REDUCTION ACT.INDEPENDENT SECTOR COMMISSIONED A NATIONALLY REPRESENTATIVE STUDY OF NONPROFIT INSTITUTIONS' ADVOCACY AND CIVIC ENGAGEMENT ACTIVITIES. THIS RESEARCH WILL FILL A 22-YEAR GAP IN DATA AND HELP US SEE WHAT, IF ANY, PROGRESS HAS BEEN MADE IN NONPROFIT ADVOCACY AND DIAGNOSE BARRIERS TO ADVOCACY, IDENTIFY OPPORTUNITIES TO BUILD ADVOCACY CAPACITY IN NONPROFITS, BETTER UNDERSTAND THE ROLE EQUITY PLAYS IN NONPROFIT ADVOCACY, AND GAUGE NONPARTISAN CIVIC ENGAGEMENT RATES. WE ANTICIPATE RELEASING THE RESULTS DURING 2023.ROBUST NONPARTISAN VOTER ENGAGEMENT IS ONE OF THE SECTOR'S MOST EFFECTIVE WAYS TO ENSURE THAT OUR VOICES, AND THOSE OF THE COMMUNITIES WE SERVE, ARE "AT THE TABLE" WHEN CRITICAL POLICIES ARE BEING DECIDED. TO ACHIEVE THIS, INDEPENDENT SECTOR AND NONPROFIT VOTE LAUNCHED THE IT'S ON US: NONPROFIT VOTER EMPOWERMENT PROJECT, A NONPARTISAN PLEDGE CAMPAIGN TO SUPPORT NONPROFITS' EFFORTS TO INCREASE VOTER PARTICIPATION AMONG THEIR STAFF, GRANTEES, VOLUNTEERS, AND CONSTITUENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,035,783 | ExpenseAmt |
| Revenue | $80,356 | RevenueAmt |
| Desc | ACCELERATING SECTOR HEALTH:WORKING IN COLLABORATION WITH MEMBERS AND OTHER PARTNERS, INDEPENDENT SECTOR CREATES, CURATES, AND DISSEMINATES KNOWLEDGE DESIGNED TO HELP ORGANIZATIONS RESPOND TO CHALLENGES AND OPPORTUNITIES, INCREASE THEIR EFFECTIVENESS, AND FULFILL THEIR MISSIONS. COVID-19 PRESENTED NEW OPPORTUNITIES FOR US TO CURATE AND DISTRIBUTE RESOURCES RAPIDLY AND HAVE EVOLVED FROM RESPONDING TO THE CRISIS AND TO HELPING ORGANIZATIONS MANAGE THEIR "NEW NORMAL": INDEPENDENT SECTOR, IN PARTNERSHIP WITH EDELMAN DATA & INTELLIGENCE, RELEASED OUR SECOND ANNUAL "TRUST IN CIVIL SOCIETY" REPORT, IN MAY 2021, OF SURVEY FINDINGS THAT EXPLORE THE NUANCES OF TRUST IN AMERICAN NONPROFIT AND PHILANTHROPIC ORGANIZATIONS. BUILDING ON INDEPENDENT SECTOR'S FOUR DECADES OF BRINGING TOGETHER THE CHARITABLE COMMUNITY FOR THE COMMON GOOD AND EDELMAN'S EXPERIENCE STUDYING TRUST IN BOTH THE GLOBAL AND U.S. CONTEXT, WE CONDUCTED TWO NATIONAL SURVEYS, TOTALING 8,000 AMERICAN ADULTS, TO ASSESS GENERAL POPULATION TRUST IN PHILANTHROPY AND NONPROFITS AND UNCOVER THE FACTORS THAT DRIVE TRUST IN THE SECTOR. AN IMPORTANT LEARNING FROM THE RESEARCH OVER THREE YEARS SHOWS NONPROFITS DEMONSTRATING IMPACT IS KEY TO BUILDING TRUST, BUT IT MAY NOT BE SUFFICIENT BY ITSELF IF BROADER ECONOMIC BARRIERS EXIST. INDEPENDENT SECTOR, WITH THE DO GOOD INSTITUTE AT THE UNIVERSITY OF MARYLAND, ANNOUNCED ON APRIL 18, 2022 THAT THE LATEST VALUE OF A VOLUNTEER HOUR IS ESTIMATED TO BE $29.95, WHICH IS A 4.9% INCREASE FROM 2020 TO 2021. ESTIMATED FROM DATA COLLECTED IN 2020, THE FIGURE SHOWS THE VALUABLE CONTRIBUTIONS VOLUNTEERS MAKE TO SUPPORT OUR COMMUNITIES AND COUNTRY. THIS DATA IS THE MOST VISITED PART OF THE INDEPENDENT SECTOR WEBSITE BECAUSE IT HELPS NONPROFITS QUANTIFY THE IMPACT OF VOLUNTEER ENGAGEMENT FOR FUNDERS, PARTNERS, AND THE PUBLIC. INDEPENDENT SECTOR RELEASED HEALTH OF THE U.S. NONPROFIT SECTOR QUARTERLY REVIEWS IN MARCH, JUNE, AND SEPTEMBER, AND DECEMBER. THESE REPORTS COMPLEMENT THE 2021 HEALTH OF THE U.S. NONPROFIT SECTOR ANNUAL REPORT AND PROVIDE INDEPENDENT SECTOR RECOMMENDATIONS AND ANALYSIS OF RECENTLY RELEASED DATA ON THE SECTOR'S ECONOMIC CONTRIBUTION, CHARITABLE GIVING TRENDS, AND CHARACTERISTICS OF SECTOR EMPLOYMENT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $170,527 | ExpenseAmt |
| Desc | OPERATIONAL EXCELLENCE:A HEALTHY AND EQUITABLE CIVIL SOCIETY IS ESSENTIAL TO ACHIEVING THE GOAL OF ALL PEOPLE LIVING IN THE U.S. THRIVING. INDEPENDENT SECTOR WAS FOUNDED TO FOCUS ON AND LEAD THE SECTOR IN FUNDAMENTALLY CONTRIBUTING TO A HEALTHY AND EQUITABLE SECTOR. TO REALIZE THIS LONG-TERM GOAL, INDEPENDENT SECTOR EMBRACES EXCELLENCE IN THE EXECUTION OF OUR DAILY EXTERNAL AND INTERNAL WORK, AND IN DRIVING INNOVATION TO MEET OUR GOAL MORE EXPEDITIOUSLY AND EFFECTIVELY. THIS INCLUDES ENSURING INDEPENDENT SECTOR IS A HEALTHY AND EQUITABLE ORGANIZATION; THAT THE INDEPENDENT SECTOR COMMUNITY IS KNOWN FOR OUR VALUES-DRIVEN CULTURE; THAT NONPROFIT AND FOUNDATION CHANGEMAKERS BUILD AND IDENTIFY WITH THE INDEPENDENT SECTOR COMMUNITY TO ENSURE ALL PEOPLE LIVING IN THE U.S. THRIVE, AND ARE HEALTHIER AND MORE EQUITABLE AS A RESULT OF ENGAGEMENT WITH THE INDEPENDENT SECTOR COMMUNITY; AND THAT NONPROFIT AND FOUNDATION CHANGEMAKERS ACT OUTSIDE OF THEIR ORGANIZATIONS TO IMPROVE THE HEALTH OF THE NONPROFIT SECTOR AND ENSURE ALL PEOPLE IN THE U.S. THRIVE. FOLLOWING IS AN OVERVIEW OF OUR OPERATIONAL EXCELLENCE HIGHLIGHTS DURING THE YEAR:WITH INVESTMENTS FROM A GIFT FROM MACKENZIE SCOTT IN 2020, WE MADE SIGNIFICANT PROGRESS TOWARD A COMPLETE OVERHAUL OF IS'S DIGITAL INFRASTRUCTURE THROUGH UPGRADES TO THE CRM SYSTEM AND NEW INDEPENDENT SECTOR WEBSITE. THE CRM AND WEBSITE ALLOW INDEPENDENT SECTOR TO PROVIDE AN IMPROVED USER EXPERIENCE THROUGHOUT, MORE ACCURATE DATA THAN THE CURRENT DATABASE, MORE IMPROVED INTEGRATION FOR COMMUNITY MEMBER TARGETING AND CUSTOMIZATION, ONLINE DONATIONS FOR THE FIRST TIME, AND ENGAGEMENT SCORING.INDEPENDENT SECTOR UPGRADED STRATEGIC AND OPERATIONAL PLANNING IN ORDER TO EXECUTE OUR WORK MORE EFFECTIVELY AND DELIVER NEEDED FINANCIAL RESOURCES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $170,527 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $7,370,014 | 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 | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | 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 | 39 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 40 | 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 | 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | 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 | Yes (1) | 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 |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICK ROBINSON-COO | PersonNm |
| Phone | 2024676100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1602 L STREET NW 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| DANIEL J CARDINALI | |||||||
| PRESIDENT & CEO (THRU 10/31/22) | 38.00 | Yes (X) | $595,904 | $0 | $41,137 | ||
| RICK ROBINSON | |||||||
| CHIEF OPERATING OFFICER | 38.00 | Yes (X) | $287,809 | $0 | $41,931 | ||
| JEFFREY MOORE | |||||||
| CHIEF STRATEGY OFFICER | 38.00 | Yes (X) | $242,031 | $0 | $41,912 | ||
| KRISTINA GAWRGY | |||||||
| CHIEF MARKETING & COMM OFFICER | 38.00 | Yes (X) | $227,669 | $0 | $23,188 | ||
| BRANDON JOHNSON | |||||||
| DIRECTOR, DIG INNOV (THRU 9/30/22) | 38.00 | $129,216 | $0 | $14,750 | Yes (X) | ||
| RHYBERN WATKINS | |||||||
| DIR OF FINANCE (THRU 9/14/22) | 38.00 | $149,459 | $0 | $16,112 | Yes (X) | ||
| KATHERINE BRADLEY | |||||||
| DIRECTOR OF PARTNERSHIPS | 38.00 | $128,420 | $0 | $22,335 | Yes (X) | ||
| HABIB BAKO | |||||||
| SR DIR, COMM BUILD | 38.00 | $160,202 | $0 | $24,664 | Yes (X) | ||
| ELYSE HARRINGTON | |||||||
| DIRECTOR OF OPERATIONS | 38.00 | $137,440 | $0 | $15,555 | Yes (X) | ||
| FRED BLACKWELL | |||||||
| BOARD OF DIRECTOR - CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SARAH KASTELIC | |||||||
| BOARD OF DIRECTOR - VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MICHAEL MCAFEE | |||||||
| BOARD OF DIRECTOR - SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JENNIFER FORD REEDY | |||||||
| BOARD OF DIRECTOR - TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| NICOLE ANDERSON | |||||||
| BOARD OF DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| PHOEBE BOYER | |||||||
| BOARD OF DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DR JOHN BROTHERS | |||||||
| BOARD OF DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SONYA CHAMPION | |||||||
| BOARD OF DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ANN MEI CHANG | |||||||
| BOARD OF DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JIM CLARK | |||||||
| BOARD OF DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JANIE LEE | |||||||
| BOARD OF DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SUZANNE MCCORMICK | |||||||
| BOARD OF DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MANUAL PASTOR | |||||||
| BOARD OF DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| EBOO PATEL | |||||||
| BOARD OF DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DR CAMEN ROJAS | |||||||
| BOARD OF DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| STACEY STUART | |||||||
| BOARD OF DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ADAM TAYLOR | |||||||
| BOARD OF DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DAVID WILLIAMS | |||||||
| BOARD OF DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,058,150 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $241,584 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | 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 |
|---|---|---|---|---|---|
| NONPROFIT HR SOLUTIONS | |||||
| 1400 EYE STREET NW 500 | WASHINGTON | DC | 20005 | HR CONSULTING | $322,421 |
| SSRS | |||||
| 155 GAITHER DR | MOUNT LAUREL | NJ | 08054 | PUBLIC ADVOCACY CONSULTING | $290,705 |
| WIPFLI LLP | |||||
| 12359 SUNRISE VALLEY DRIVE | RESTON | VA | 20191 | CRM CONSULTING | $288,468 |
| JAMIL BEYURBANKIND INSTITUTE | |||||
| 5 ESTHER STREET | PITTSBURGH | PA | 15210 | COMMUNITY BUILDING CONSULTING | $241,760 |
| KORN FERRY | |||||
| PO BOX 1450 | MINNEAPOLIS | MN | 55485 | CEO SEARCH CONSULTING | $237,952 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,363,259 | MembershipDuesAmt |
| All Other Contributions | $3,600,657 | AllOtherContributionsAmt |
| Total Contributions | $4,963,916 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PUBLICATION SALES | 900099 | $80,356 | $80,356 |
| CONFERENCE FEES | 900004 | $11,979 | $11,979 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $92,335 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $894,473 | TotalRevenueColumnAmt |
| Exclusion | $894,473 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $677,391 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,177,785 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$500,394 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$500,394 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$210,536 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$289,858 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| PARKING SERVICES | 812930 | $22,178 | $22,178 | |
| SUBLEASE INCOME | 900099 | $19,300 | $19,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $41,478 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,491,808 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $92,335 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$188,358 | UnrelatedBusinessRevenueAmt |
| Exclusion | $623,915 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100 | TotalAmt |
| Program Services | $100 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,511,462 | TotalAmt |
| Program Services | $909,761 | ProgramServicesAmt |
| Management And General | $373,914 | ManagementAndGeneralAmt |
| Fundraising | $227,787 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,777,140 | TotalAmt |
| Program Services | $1,671,582 | ProgramServicesAmt |
| Management And General | $687,025 | ManagementAndGeneralAmt |
| Fundraising | $418,533 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,219 | TotalAmt |
| Program Services | $106,068 | ProgramServicesAmt |
| Management And General | $43,594 | ManagementAndGeneralAmt |
| Fundraising | $26,557 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,087 | TotalAmt |
| Program Services | $145,714 | ProgramServicesAmt |
| Management And General | $59,889 | ManagementAndGeneralAmt |
| Fundraising | $36,484 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,421 | TotalAmt |
| Program Services | $179,622 | ProgramServicesAmt |
| Management And General | $73,825 | ManagementAndGeneralAmt |
| Fundraising | $44,974 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,135 | TotalAmt |
| Management And General | $47,135 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,719 | TotalAmt |
| Management And General | $49,719 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,391 | TotalAmt |
| Management And General | $37,391 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,095,096 | TotalAmt |
| Program Services | $2,281,345 | ProgramServicesAmt |
| Management And General | $787,075 | ManagementAndGeneralAmt |
| Fundraising | $26,676 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,650 | TotalAmt |
| Program Services | $48,650 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,809 | TotalAmt |
| Program Services | $168,965 | ProgramServicesAmt |
| Management And General | $60,815 | ManagementAndGeneralAmt |
| Fundraising | $29 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,652 | TotalAmt |
| Program Services | $20,826 | ProgramServicesAmt |
| Management And General | $20,826 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $806,714 | TotalAmt |
| Program Services | $767,577 | ProgramServicesAmt |
| Management And General | -$103,214 | ManagementAndGeneralAmt |
| Fundraising | $142,351 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,134 | TotalAmt |
| Program Services | $59,413 | ProgramServicesAmt |
| Management And General | $28,488 | ManagementAndGeneralAmt |
| Fundraising | $3,233 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,209 | TotalAmt |
| Program Services | $87,496 | ProgramServicesAmt |
| Management And General | $41,953 | ManagementAndGeneralAmt |
| Fundraising | $4,760 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,299 | TotalAmt |
| Management And General | $66,299 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,302 | TotalAmt |
| Management And General | $93,302 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $126,672 | $65,909 | $60,753 | $10 |
| ALLOCATED OVERHEAD | $0 | $856,986 | -$995,007 | $138,021 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,873,211 | TotalAmt |
| Program Services | $7,370,014 | ProgramServicesAmt |
| Management And General | $1,433,782 | ManagementAndGeneralAmt |
| Fundraising | $1,069,415 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $534 | BOYAmt |
| EOY | $534 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,568,458 | BOYAmt |
| EOY | $3,542,668 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $802,000 | BOYAmt |
| EOY | $166,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,551 | BOYAmt |
| EOY | $47,565 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,076 | BOYAmt |
| EOY | $131,792 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,846,265 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,761,529 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,548,514 | BOYAmt |
| EOY | $84,736 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,236,221 | BOYAmt |
| EOY | $9,302,713 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $610,388 | BOYAmt |
| EOY | $16,507,673 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,964,742 | BOYAmt |
| EOY | $29,783,681 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $738,293 | BOYAmt |
| EOY | $852,099 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,460,561 | BOYAmt |
| EOY | $8,060,228 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,243 | BOYAmt |
| EOY | $241,761 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,449,097 | BOYAmt |
| EOY | $9,154,088 | 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 | $30,127,524 | BOYAmt |
| EOY | $17,687,748 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,388,121 | BOYAmt |
| EOY | $2,941,845 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,515,645 | BOYAmt |
| EOY | $20,629,593 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,964,742 | BOYAmt |
| EOY | $29,783,681 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,381,403 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,422,823 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$7,081,826 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,812,260 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,668,893 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,035,402 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,836,995 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,963,916 | CurrentTaxYearAmt |
| Total | $43,317,466 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,812,260 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,668,893 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,035,402 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,836,995 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,963,916 | CurrentTaxYearAmt |
| Total | $43,317,466 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,736,520 | SubstantialContributorsTotAmt |
| Public Support Total170 | $33,580,946 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,005,190 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $852,517 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $839,782 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $662,040 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,389,270 | CurrentTaxYearAmt |
| Total | $4,748,799 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $48,066,265 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,520,532 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69860 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73260 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $31,947 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $31,947 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $11,060,765 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $11,092,712 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $704,636 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $176,159 | 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 | $546,387 | CurrentYearMinus3Amt |
| Current Year Minus2 | $495,275 | CurrentYearMinus2Amt |
| Current Year Minus1 | $609,299 | CurrentYearMinus1Amt |
| Current Year | $704,636 | CurrentYearAmt |
| Total | $2,355,597 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,533,396 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $17,899 | CurrentYearMinus3Amt |
| Current Year Minus2 | $11,524 | CurrentYearMinus2Amt |
| Current Year Minus1 | $27,892 | CurrentYearMinus1Amt |
| Current Year | $31,947 | CurrentYearAmt |
| Total | $89,262 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $136,597 | CurrentYearMinus3Amt |
| Current Year Minus2 | $123,819 | CurrentYearMinus2Amt |
| Current Year Minus1 | $152,325 | CurrentYearMinus1Amt |
| Current Year | $176,159 | CurrentYearAmt |
| Total | $588,900 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $883,350 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,950,733 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,479,494 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $316,047 | OtherExpendituresAmt |
| End Year Balance | $7,155,192 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,346,107 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $913,655 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $309,029 | OtherExpendituresAmt |
| End Year Balance | $8,950,733 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,722,558 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $899,333 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $275,784 | OtherExpendituresAmt |
| End Year Balance | $8,346,107 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,639,801 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,336,571 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $253,814 | OtherExpendituresAmt |
| End Year Balance | $7,722,558 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,181,640 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$316,349 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $225,490 | OtherExpendituresAmt |
| End Year Balance | $6,639,801 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $720 | OtherCostOrOtherBasisAmt |
| Book Value | $720 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,828 | OtherCostOrOtherBasisAmt |
| Depreciation | $51,828 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,793,717 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,709,701 | DepreciationAmt |
| Book Value | $84,016 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $84,736 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEFERRED RENT RECEIVABLE | $224,012 |
| DEFERRED LEASE INCENTIVES | $83,249 |
| DEPOSITS | $20,130 |
| LEASING COMMISSION COSTS, NET | $39,669 |
| DEFERRED COMPENSATION | $163,313 |
| ASSET HELD FOR SALE | $15,977,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $16,507,673 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION PLAN LIABILITY | $163,313 |
| DEFERRED RENT | $3,730 |
| DEPOSITS HELD IN ESCROW | $74,718 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $241,761 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | -$2,894,625 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,422,823 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$7,081,826 | OtherRevenueAmt |
| Revenue Not Reported | -$9,504,649 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,610,024 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $37,391 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$1,155,607 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,118,216 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,491,808 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,991,427 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,155,607 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,155,607 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,835,820 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $37,391 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $37,391 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,873,211 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE UNRESTRICTED NET ASSETS OF INDEPENDENT SECTOR ARE REPORTED AS UNDESIGNATED AND BOARD DESIGNATED NET ASSETS. UNRESTRICTED NET ASSETS REPRESENT THE PORTION OF EXPENDABLE FUNDS THAT IS AVAILABLE TO SUPPORT THE OPERATIONS OF INDEPENDENT SECTOR, WHILE BOARD DESIGNATED NET ASSETS REPRESENT A PORTION OF UNRESTRICTED NET ASSETS FOR DESIGNATED PURPOSES AND CONSISTS OF A SHORT TERM BUILDING OPERATING FUND AND A LONG TERM RESERVE FUND WHICH WAS CREATED TO ESTABLISH A CORPUS FOR WHICH INVESTMENT INCOME WILL BE USED FOR GENERAL OPERATIONS. AS OF DECEMBER 31, 2022, BOARD DESIGNATED NET ASSETS INCLUDED $500,000 IN THE SHORT TERM BUILDING OPERATING FUND AND $6,655,192 IN THE LONG TERM RESERVE FUND. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | IMPAIRMENT LOSS -7,081,826. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED ON LINE 6B -1,177,785. PARKING SERVICE REVENUE REPORTED ON LINE 11 22,178. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED ON LINE 6B 1,177,785. PARKING SERVICE REVENUE REPORTED ON LINE 11 -22,178. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL J CARDINALI | ||||||||||||||
| PRESIDENT & CEO (THRU 10/31/22) | $475,117 | $0 | $0 | $0 | $120,787 | $0 | $30,181 | $0 | $11,540 | $0 | $637,625 | $0 | $119,627 | $0 |
| RICK ROBINSON | ||||||||||||||
| CHIEF OPERATING OFFICER | $286,519 | $0 | $0 | $0 | $1,290 | $0 | $19,722 | $0 | $24,069 | $0 | $331,600 | $0 | $0 | $0 |
| JEFFREY MOORE | ||||||||||||||
| CHIEF STRATEGY OFFICER | $240,051 | $0 | $0 | $0 | $1,980 | $0 | $18,491 | $0 | $24,973 | $0 | $285,495 | $0 | $0 | $0 |
| KRISTINA GAWRGY | ||||||||||||||
| CHIEF MARKETING & COMM OFFICER | $227,399 | $0 | $0 | $0 | $270 | $0 | $10,270 | $0 | $18,803 | $0 | $256,742 | $0 | $0 | $0 |
| RHYBERN WATKINS | ||||||||||||||
| DIR OF FINANCE (THRU 9/14/22) | $114,210 | $0 | $10,000 | $0 | $25,249 | $0 | $8,128 | $0 | $8,569 | $0 | $166,156 | $0 | $0 | $0 |
| KATHERINE BRADLEY | ||||||||||||||
| DIRECTOR OF PARTNERSHIPS | $128,160 | $0 | $0 | $0 | $260 | $0 | $6,688 | $0 | $16,332 | $0 | $151,440 | $0 | $0 | $0 |
| HABIB BAKO | ||||||||||||||
| SR DIR, COMM BUILD | $159,939 | $0 | $0 | $0 | $263 | $0 | $12,281 | $0 | $13,154 | $0 | $185,637 | $0 | $0 | $0 |
| ELYSE HARRINGTON | ||||||||||||||
| DIRECTOR OF OPERATIONS | $137,197 | $0 | $0 | $0 | $243 | $0 | $8,846 | $0 | $7,981 | $0 | $154,267 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | RHYBERN WATKINS - SEVERANCE PAY - $24,754. |
| PART I, LINE 7 | APPROVED ONE TIME BONUSES TO STAFF. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISTRICT OF COLUMBIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 566001131 | BondIssuerEIN |
| Bond Issued | 2013-06-04 | BondIssuedDt |
| Issue Price | $11,600,000 | IssuePriceAmt |
| Purpose | TO REFINANCE PURCHASE OF HEADQUARTERS BUILDING | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $3,500,108 | RetiredAmt |
| Total Proceeds | $11,600,000 | TotalProceedsAmt |
| Other Spent Proceeds | $11,600,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2013 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | Yes (1) | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | INDEPENDENT SECTOR HAS MEMBERS THAT HELP SUPPORT THE MISSION OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THERE IS ONLY ONE CLASS OF VOTING MEMBERS. THE MEMBERSHIP HAVE THE AUTHORITY TO ELECT DIRECTORS OF THE ORGANIZATION OTHER THAN THE PRESIDENT. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBERSHIP HAVE THE AUTHORITY TO APPROVE CHANGES IN THE ARTICLES OF INCORPORATION AND BY-LAWS, MEMBERSHIP DUES AND/OR DUES ASSESSMENT METHODOLOGY, MEMBERSHIP ELIGIBILITY CRITERIA, AFFIRM MAJOR POLICIES AND LEGISLATIVE ACTIONS BY THE BOARD, AS APPROPRIATE, AND ADOPT RESOLUTIONS ON NATIONAL ISSUES OF CONCERNS TO THE MEMBERSHIP, AS APPROPRIATE. |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING, THE FORM 990 IS PRESENTED TO INDEPENDENT SECTOR'S AUDIT COMMITTEE FOR REVIEW. THE CHIEF OPERATING OFFICER ALSO REVIEWS THE FORM 990 IN DETAIL WITH THE PRESIDENT AND CHIEF EXECUTIVE OFFICER PRIOR TO OBTAINING THE CEO'S SIGNATURE ON THE DOCUMENT. THE FORM 990 IS ALSO PRESENTED TO THE FULL BOARD OF DIRECTORS FOR REVIEW IN ADVANCE OF FILING. IT IS DISTRIBUTED IN ADVANCE OF THE BOARD MEETING IN ORDER TO ENSURE THAT DIRECTORS HAVE THE OPPORTUNITY FOR A MEANINGFUL REVIEW AND TO ALLOW ALL DIRECTORS THE OPPORTUNITY TO GAIN A FULL UNDERSTANDING OF THE DOCUMENT BEFORE IT IS FILED. INDEPENDENT SECTOR'S AUDITORS PARTICIPATE IN THE BOARD MEETING IN ORDER TO RESPOND TO ANY QUESTIONS THAT DIRECTORS MAY HAVE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR, BOARD MEMBERS ARE ASKED TO REVIEW INDEPENDENT SECTOR'S CONFLICT OF INTEREST POLICY AND TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. AMONG OTHER THINGS, THE POLICY MAKES CLEAR THAT ALL DECISIONS OF THE BOARD, OFFICERS AND EMPLOYEES OF INDEPENDENT SECTOR ARE TO BE MADE SOLELY ON THE BASIS OF A DESIRE TO PROMOTE THE BEST INTERESTS OF THE ORGANIZATION AND THE PUBLIC GOOD. THE DISCLOSURE STATEMENT, IN TURN, REQUESTS THAT DIRECTORS IDENTIFY, TO THE BEST OF THEIR KNOWLEDGE, AFFILIATIONS WITH ORGANIZATIONS THAT MAY BE POTENTIALLY RELATED TO THE FINANCIAL OR OTHER SUBSTANTIVE OPERATIONS OF INDEPENDENT SECTOR. THEY ARE ALSO ASKED TO IDENTIFY CIRCUMSTANCES INVOLVING EITHER THEMSELVES, OR A MEMBER OF THEIR EXTENDED FAMILY, THAT MAY BE CONSTRUED AS A CONFLICT OF INTEREST. IF SUCH CIRCUMSTANCE SHOULD ARISE SUBSEQUENT TO SUBMITTING THE DISCLOSURE STATEMENT, THE POLICY SETS FORTH AN ONGOING DISCLOSURE REQUIREMENT. AT THE STAFF LEVEL, INDEPENDENT SECTOR PERSONNEL ALSO ENSURE THAT THERE ARE NO CONFLICTS OF INTEREST WHEN CONSIDERING ENGAGEMENT OF A NEW VENDOR. IF A POTENTIAL CONFLICT IS IDENTIFIED, APPROPRIATE STEPS ARE TAKEN BOTH TO ASSESS THE NATURE OF THE POTENTIAL CONFLICT AND, SUBSEQUENTLY, TO ENSURE THAT THE POSSIBILITY OF AN ACTUAL CONFLICT IS MITIGATED. SUCH MITIGATION MAY BE ACHIEVED THROUGH THE RECUSAL OR FIREWALLING OF THE INDIVIDUAL IN QUESTION, THUS ENSURING THAT THE CONFLICT IS MANAGED AND THE LETTER AND SPIRIT OF THE CONFLICTS POLICY ARE UPHELD. IN ADDITION, WE NOTE THAT DURING THE ANNUAL AUDIT STAFF IDENTIFY AND DISCLOSE TO AUDITORS ALL KNOWN CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15A | APART FROM THE ORGANIZATION'S PRESIDENT AND CHIEF EXECUTIVE OFFICER, INDEPENDENT SECTOR'S BOARD OFFICERS (CHAIR, VICE CHAIR, SECRETARY, AND TREASURER) DO NOT RECEIVE COMPENSATION FROM THE ORGANIZATION. AN ANNUAL COMPENSATION REVIEW PROCESS FOR THE CEO TAKES PLACE UNDER THE LEADERSHIP OF THE BOARD CHAIR AND EXECUTIVE COMMITTEE. AN OUTSIDE CONSULTANT IS RETAINED OR SALARY SURVEYS AND 990S ARE REVIEWED TO PROVIDE INDUSTRY COMPARABLE SALARY DATA. AN INTERMEDIATE SANCTIONS ANALYSIS AND RELATED DOCUMENTATION ARE ALSO COMPLETED. THE EXECUTIVE COMMITTEE HAS RESPONSIBILITY FOR MAKING FINAL RECOMMENDATIONS TO THE FULL BOARD OF DIRECTORS REGARDING THE PRESIDENT'S PERFORMANCE EVALUATION AND COMPENSATION. THE BOARD OF DIRECTORS MAKES A FINAL DETERMINATION WITH REGARD TO THESE MATTERS. WITH REGARD TO STAFF COMPENSATION, THE PRESIDENT AND CEO, SENIOR LEADERSHIP TEAM, NONPROFIT HR CONSULTANT AND APPROPRIATE STAFF DIRECTORS ALSO COMPLETE ANNUAL PERFORMANCE EVALUATIONS. FOR ALL STAFF OTHER THAN THE PRESIDENT AND CEO, IS UTILIZES INDUSTRY COMPARABLE DATA IN MAKING DETERMINATIONS REGARDING THE RANGE OF SALARIES. THE PRESIDENT AND CEO MAKES ALL FINAL DETERMINATIONS RELATIVE TO STAFF COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | INDEPENDENT SECTOR'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC. THE ANNUAL AUDIT, 990 AND 990-T, BOARD OF DIRECTORS LIST, AND IS POLICIES (CONFLICT OF INTEREST, FINANCIAL RESPONSIBILITY, GIFTS AND ENTERTAINMENT, RECORDS RETENTION AND TRAVEL) ARE ALL AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE (WWW.INDEPENDENTSECTOR.ORG). |
| FORM 990, PART IX, LINE 11G | CONSULTANTS: PROGRAM SERVICE EXPENSES 1,826,211. MANAGEMENT AND GENERAL EXPENSES 624,148. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,450,359. LEGISLATIVE ASSISTANCE: PROGRAM SERVICE EXPENSES 178,868. MANAGEMENT AND GENERAL EXPENSES 61,132. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 240,000. SPEAKERS, SERVICE BUREAUS, AND OTHER: PROGRAM SERVICE EXPENSES 127,151. MANAGEMENT AND GENERAL EXPENSES 43,456. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 170,607. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 106,541. MANAGEMENT AND GENERAL EXPENSES 43,788. FUNDRAISING EXPENSES 26,676. TOTAL EXPENSES 177,005. HONORARIA: PROGRAM SERVICE EXPENSES 42,574. MANAGEMENT AND GENERAL EXPENSES 14,551. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,125. |
| FORM 990, PART XI, LINE 9: | IMPAIRMENT LOSS -7,081,826. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1620 IS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1620 L STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 543219877 | EIN |
| Primary Activities | BUILDING MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Total Income | $677,391 | TotalIncomeAmt |
| End Of Year Assets | $16,395,377 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT SECTOR | BusinessNameLine1Txt |
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