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CHICAGO PUBLIC LIBRARY FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHICAGO PUBLIC LIBRARY FOUNDATION (EIN 36-3480353)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202511359349306151
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T10:47:26-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331498605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363480353 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHICAGO PUBLIC LIBRARY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIC | BusinessNameControlTxt |
| Phone | 3122019830 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W MADISON AVE 3RD FL | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRENDA LANGSTRAAT BUI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3122019830 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID LOWENTHAL | PreparerPersonNm |
| PTIN | P00378651 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRENDA LANGSTRAAT BUI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W MADISON AVE 3RD FL | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,613,587 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CPLFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE CHICAGO PUBLIC LIBRARY FOUNDATION ACCELERATES THE POTENTIAL OF OUR PUBLIC LIBRARY BY INVESTING IN RESOURCES THAT TRANSFORM LIVES AND COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 47 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 47 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 77 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,243,188 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,987,080 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,075,206 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,995,326 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$354,325 | PYOtherRevenueAmt |
| CY Other Revenue | -$425,614 | CYOtherRevenueAmt |
| PY Total Revenue | $6,964,069 | PYTotalRevenueAmt |
| CY Total Revenue | $4,556,792 | 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 | $1,283,257 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,349,752 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,334,330 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,216,833 | PYOtherExpensesAmt |
| CY Other Expenses | $4,563,851 | CYOtherExpensesAmt |
| PY Total Expenses | $5,500,090 | PYTotalExpensesAmt |
| CY Total Expenses | $5,913,603 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,463,979 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,356,811 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $39,009,596 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,942,359 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $559,120 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $409,625 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,450,476 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $38,532,734 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE CHICAGO PUBLIC LIBRARY FOUNDATION WAS ESTABLISHED IN 1986 AS AN INDEPENDENT NONPROFIT DEDICATED TO CONNECTING PRIVATE INVESTMENT WITH INNOVATIVE AND COMMUNITY-RESPONSIVE PROGRAMMING THAT LEVERAGES OUR LIBRARY'S CITY-WIDE FOOTPRINT, RESOURCES, AND COMMITMENT TO LIFELONG LEARNING. IN TRUE PUBLIC-PRIVATE PARTNERSHIP, THIS INFUSION OF PHILANTHROPIC RESOURCES HAS HELPED TO LAUNCH AND SUSTAIN RESOURCES THAT EMPOWER CHICAGOANS OF ALL AGES LIVING AND WORKING IN THE CITY'S 77 NEIGHBORHOODS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,390,422 | ExpenseAmt |
| Desc | IN A KNOWLEDGE-DRIVEN ECONOMY, EDUCATION CAN OPEN THE DOOR TO JOBS, INNOVATION, AND MORE. YET, FOR MANY CHICAGO STUDENTS, AFFORDABLE OUT-OF-SCHOOL ENRICHMENT OPPORTUNITIES REMAIN LIMITED. DONOR-POWERED PROGRAMS SUCH AS SUMMER LEARNING ACTIVITIES AND AFTERSCHOOL HOMEWORK HELP LEVERAGE OUR LIBRARY'S CITY-WIDE 81-BRANCH FOOTPRINT, RESOURCES, AND COMMITMENT TO LIFELONG LEARNING TO HELP ENSURE THAT ALL OUR CITY'S CHILDREN HAVE THE SUPPORT THEY NEED TO THRIVE EARLY IN LIFE AND BEYOND. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,577,380 | ExpenseAmt |
| Desc | CHICAGO'S WORLD-RENOWNED ARTS AND CULTURE SECTOR FUELS CREATIVE, ECONOMIC, AND INNOVATIVE GROWTH. BUT MANY CHICAGOANS ARE SHUT OUT FROM THE HOLISTIC BENEFITS OF THE ARTS DUE TO HIGH COSTS. OUR CITY, IN TURN, MISSES OUT ON OPPORTUNITIES TO BE ELEVATED AND ENRICHED BY THE INCLUSION OF DIFFERENT VOICES AND VIEWPOINTS. THESE PROGRAMS INVITE ALL CHICAGOANS TO EXPLORE WAYS OF EXPRESSING THEMSELVES AND IMAGINING NEW POSSIBILITIES FOR THEIR LIVES, THEIR COMMUNITIES, AND CHICAGO. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $613,832 | ExpenseAmt |
| Desc | WITH ONLINE LEARNING, TELEHEALTH, SERVICES, AND REMOTE EMPLOYMENT ON THE RISE, INTERNET ACCESS AND DIGITAL LITERACY ARE MORE VITAL TODAY THAN EVER BEFORE. YET, MANY ADULTS AND OLDER ADULTS LACK THE SKILLS THEY NEED TO NAVIGATE OUR DIGITAL WORLD. THESE PROGRAMS WORK TO BRIDGE THIS SKILL AND RESOURCE GAP KNOWN AS THE DIGITAL DIVIDE THROUGH USER-FRIENDLY VIDEO-BASED MODULES ON CHICAGO DIGITALLEARN AND ONE-TO-ONE DIGITAL LITERACY LESSONS WITH A TRAINED DIGITAL NAVIGATOR. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $264,929 | ExpenseAmt |
| Desc | OTHER PROGRAMMATIC EXPENDITURES INCLUDE BRANCH PROGRAMS AND OTHER LIBRARY PROGRAMS THAT ARE HELD THROUGHOUT THE YEAR. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $264,929 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $3,846,563 | 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 | Yes (1) | 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 | 0 | 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 | Yes (1) | 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 | Yes (1) | 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 | 176 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 11 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 47 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 47 | 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 | 0 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETH DAVIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3122019830 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W MADISON ST 3RD FL | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (60 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ROBERT WISLOW | ||||||||
| BOARD CHAIR | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARCY CARLIN | ||||||||
| VICE CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID CASPER | ||||||||
| VICE CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ARCHANA KUMAR | ||||||||
| TREASURER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRUCE SAGAN | ||||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HEATHER ALGER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALENA ANTIGUA | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET BACZKOWSKI | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WENDY BERGER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JODI BLOCK | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIN BODENDORFER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN BOEGE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW BREWER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MORGAN CARR | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ESTHER CHOY | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MONIQUE DEMERY | ||||||||
| DIRECTOR - THRU 3/2024 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH DONNELLY | ||||||||
| DIRECTOR - THRU 3/2024 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEIRDRE DRAKE | ||||||||
| DIRECTOR - THRU 6/2024 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL FASSNACHT | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA FILLER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER FRIEDES | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK GARTLAND | ||||||||
| DIRECTOR - THRU 6/2024 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLEY GOODE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GRAHAM GRADY | ||||||||
| DIRECTOR - THRU 6/2024 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JACQUELINE GRIESDORN | ||||||||
| DIRECTOR - THRU 6/2024 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SUREN GUPTA | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANCIA HARRINGTON | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ADAM HECKTMAN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE HENDRY | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID HEROY | ||||||||
| DIRECTOR - THRU 11/2024 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ADAM HOEFLICH | ||||||||
| DIRECTOR - THRU 3/2024 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CARL JONES | ||||||||
| DIRECTOR - THRU 11/2024 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW LADD | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNA LAPIETRA | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT LEVIN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGER LIEW | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRYAN LOGAN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK MCHALE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AMANDA MORRIS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TRISHA MOWBRAY | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AVANI NARANG | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDRES ORDONEZ | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE PARK | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA POTDAR | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA RICE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TRISHA ROONEY | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIANNA RUIZ | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PRIYA SADARANGANI | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREA SENZ | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN SPROAT | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURENCE SZUMSKI | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHERRYL THOMAS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WADE THOMSON | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH TULACH | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL WILSON | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE YOON | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENDA LANGSTRAAT BUI | ||||||||
| PRESIDENT & CEO | 40.00 | 0.00 | Yes (X) | $220,420 | $0 | $36,060 | ||
| ELIZABETH ZACHARA DAVIS | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | 0.00 | Yes (X) | $140,850 | $0 | $26,515 | ||
| KATHERINE NARDIN | ||||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | 0.00 | Yes (X) | $129,130 | $0 | $24,851 | ||
| AUDREY PEIPER | ||||||||
| DIRECTOR OF LEGACY AND IMPACT GIVING | 40.00 | 0.00 | $106,760 | $0 | $10,565 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $597,160 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $97,991 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $886,036 | FundraisingAmt |
| All Other Contributions | $2,101,044 | AllOtherContributionsAmt |
| Noncash Contributions | $81,098 | NoncashContributionsAmt |
| Total Contributions | $2,987,080 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $771,507 | TotalRevenueColumnAmt |
| Exclusion | $771,507 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,700,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $476,181 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,223,819 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,223,819 | TotalRevenueColumnAmt |
| Exclusion | $1,223,819 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $120,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $886,036 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $580,614 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$460,614 | TotalRevenueColumnAmt |
| Exclusion | -$460,614 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $35,000 | TotalRevenueColumnAmt |
| Exclusion | $35,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $35,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,556,792 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,569,712 | 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 | $577,826 | TotalAmt |
| Management And General | $294,960 | ManagementAndGeneralAmt |
| Fundraising | $282,866 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $558,557 | TotalAmt |
| Management And General | $119,241 | ManagementAndGeneralAmt |
| Fundraising | $439,316 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,987 | TotalAmt |
| Management And General | $9,403 | ManagementAndGeneralAmt |
| Fundraising | $45,584 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,498 | TotalAmt |
| Management And General | $15,983 | ManagementAndGeneralAmt |
| Fundraising | $68,515 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,884 | TotalAmt |
| Management And General | $24,938 | ManagementAndGeneralAmt |
| Fundraising | $48,946 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,531 | TotalAmt |
| Management And General | $3,531 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,539 | TotalAmt |
| Management And General | $52,539 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,806 | TotalAmt |
| Management And General | $8,806 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $616,895 | TotalAmt |
| Program Services | $506,987 | ProgramServicesAmt |
| Management And General | $65,662 | ManagementAndGeneralAmt |
| Fundraising | $44,246 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,669 | TotalAmt |
| Program Services | $111,857 | ProgramServicesAmt |
| Management And General | $396 | ManagementAndGeneralAmt |
| Fundraising | $129,416 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,129 | TotalAmt |
| Program Services | $108,887 | ProgramServicesAmt |
| Management And General | $2,851 | ManagementAndGeneralAmt |
| Fundraising | $39,391 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,660 | TotalAmt |
| Program Services | $48,645 | ProgramServicesAmt |
| Management And General | $53,541 | ManagementAndGeneralAmt |
| Fundraising | $62,474 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,535 | TotalAmt |
| Management And General | $37,839 | ManagementAndGeneralAmt |
| Fundraising | $66,696 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,729 | TotalAmt |
| Program Services | $108,652 | ProgramServicesAmt |
| Management And General | $9,647 | ManagementAndGeneralAmt |
| Fundraising | $76,430 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,007 | TotalAmt |
| Program Services | $2,949 | ProgramServicesAmt |
| Fundraising | $1,058 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,994 | TotalAmt |
| Management And General | $11,994 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| GRANT FUNDED POSITIONS | $1,065,053 | $1,065,053 | |
| PROGRAM MATERIALS | $969,223 | $969,223 | |
| HONORARIA | $747,549 | $747,549 | |
| BOOKS, SUBSCRIPTIONS AN | $102,283 | $101,261 | $1,022 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,249 | TotalAmt |
| Program Services | $75,500 | ProgramServicesAmt |
| Management And General | $21,379 | ManagementAndGeneralAmt |
| Fundraising | $28,370 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,913,603 | TotalAmt |
| Program Services | $3,846,563 | ProgramServicesAmt |
| Management And General | $732,710 | ManagementAndGeneralAmt |
| Fundraising | $1,334,330 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,043,363 | BOYAmt |
| EOY | $2,194,605 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,073 | BOYAmt |
| EOY | $214,240 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,763,778 | BOYAmt |
| EOY | $223,924 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,462 | BOYAmt |
| EOY | $55,523 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,624 | BOYAmt |
| EOY | $80,807 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $50,148 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $50,148 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,701,289 | BOYAmt |
| EOY | $36,157,172 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,007 | BOYAmt |
| EOY | $16,088 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,009,596 | BOYAmt |
| EOY | $38,942,359 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $443,897 | BOYAmt |
| EOY | $393,009 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,223 | BOYAmt |
| EOY | $16,616 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $559,120 | BOYAmt |
| EOY | $409,625 | 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 | $21,693,459 | BOYAmt |
| EOY | $22,199,483 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,757,017 | BOYAmt |
| EOY | $16,333,251 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,450,476 | BOYAmt |
| EOY | $38,532,734 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,009,596 | BOYAmt |
| EOY | $38,942,359 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,356,811 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,439,069 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,391,840 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,668,975 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,039,722 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,243,188 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,987,080 | CurrentTaxYearAmt |
| Total | $20,330,805 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,391,840 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,668,975 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,039,722 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,243,188 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,987,080 | CurrentTaxYearAmt |
| Total | $20,330,805 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,213,931 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,116,874 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $387,008 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $605,314 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $684,213 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $626,265 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $771,507 | CurrentTaxYearAmt |
| Total | $3,074,307 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $272,251 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,481 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,875 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $141,414 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $155,000 | CurrentTaxYearAmt |
| Total | $696,021 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $24,101,133 | TotalSupportAmt |
| Public Support CY170 | 0.71020 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72990 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | SPECIAL EVENT GROSS INCOME: $120,000 MISC INCOME: $44,542 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $1 | RevenuesIncludedAmt |
| Assets Included | $1 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $1 | RevenuesIncludedAmt |
| Assets Included | $1 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,926,699 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,444,988 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $596,063 | OtherExpendituresAmt |
| End Year Balance | $14,775,624 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,246,038 | BeginningYearBalanceAmt |
| Contributions | $200,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,069,557 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $588,896 | OtherExpendituresAmt |
| End Year Balance | $13,926,699 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,229,960 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$2,389,434 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $594,488 | OtherExpendituresAmt |
| End Year Balance | $12,246,038 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,033,670 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,757,153 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $560,863 | OtherExpendituresAmt |
| End Year Balance | $15,229,960 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,640,175 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,916,917 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $523,422 | OtherExpendituresAmt |
| End Year Balance | $14,033,670 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.08520 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.59840 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.31640 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,148 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,148 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE - OPERATING | Desc |
| Amt | $16,616 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $16,616 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $5,987,055 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,439,069 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,439,069 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,547,986 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $8,806 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $8,806 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,556,792 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,904,797 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,904,797 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $8,806 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $8,806 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,913,603 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE FOUNDATION HAS ADOPTED A POLICY OF CAPITALIZING COLLECTIONS AT A NOMINAL VALUE IN ITS FINANCIAL STATEMENTS. ALTHOUGH THE FINANCIAL STATEMENTS DO NOT DISCLOSE THE CUMULATIVE VALUE OF COLLECTIONS, CERTAIN ARTWORK RECEIVED IN 1991 AS AN UNRESTRICTED DONATION HAS BEEN CATALOGED AND PRESERVED. SINCE 2003 THE ARTWORK HAS BEEN DISPLAYED, ON A PERMANENT LOAN, IN THE JOAN W. AND IRVING B. HARRIS THEATER FOR MUSIC AND DANCE. THE THEATER CARRIES A $2 MILLION INSURANCE POLICY ON THIS ARTWORK. |
| PART V, LINE 4: | THE FOUNDATION HAS AN ENDOWMENT DISTRIBUTION POLICY THAT DETERMINES A MAXIMUM SPENDING RATE OF 4.5 PERCENT APPLIED TO A ROLLING FOUR-YEAR AVERAGE OF THE FAIR VALUE OF ENDOWMENT INVESTMENTS. FUNDS ARE USED TO SUPPORT PROGRAM, FUNDRAISING AND MANAGEMENT AND GENERAL EXPENSES. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LFA DINNER | Event1Nm |
| Gross Receipts Event1 | $1,006,036 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $886,036 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $120,000 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $191,999 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $388,615 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,006,036 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $886,036 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $120,000 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $191,999 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $388,615 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $580,614 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$460,614 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRENDA LANGSTRAAT BUI | ||||||||||||||
| PRESIDENT & CEO | $214,000 | $0 | $6,420 | $0 | $0 | $0 | $21,400 | $0 | $14,660 | $0 | $256,480 | $0 | $0 | $0 |
| ELIZABETH ZACHARA DAVIS | ||||||||||||||
| CHIEF OPERATING OFFICER | $135,850 | $0 | $5,000 | $0 | $0 | $0 | $13,585 | $0 | $12,930 | $0 | $167,365 | $0 | $0 | $0 |
| KATHERINE NARDIN | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $124,630 | $0 | $4,500 | $0 | $0 | $0 | $12,463 | $0 | $12,388 | $0 | $153,981 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE BOARD APPROVED PAYMENT OF SOHO CLUB MEMBERSHIP FOR THE FOUNDATION'S PRESIDENT & CEO, BRENDA LANGSTRAAT. SINCE CLUB USE IS FOR BUSINESS PURPOSES, MONTHLY MEMBERSHIP AND RELATED ASSESSMENTS WILL BE PAID IN FULL BY THE FOUNDATION AND ARE NOT TREATED AS TAXABLE COMPENSATION. BRENDA IS RESPONSIBLE FOR PAYING ALL NON-BUSINESS RELATED FOOD AND OTHER CHARGES. |
| PART I, LINE 7 | THE CPLF BOARD OF DIRECTORS, AT THE RECOMMENDATION OF THE FINANCE COMMITTEE, APPROVES THE ANNUAL BUDGET, INCLUDING SALARY AND BENEFITS. THE SALARY OF THE PRESIDENT & CEO IS DETERMINED BY THE BOARD EXECUTIVE COMMITTEE. BONUS CONSIDERATION IS EXECUTIVE COMMITTEE DRIVEN, WITH INPUT FROM THE CEO AND COO. BONUSES MAY BE CONSIDERED DUE TO EXTRAORDINARY STAFF TEAM PERFORMANCE AND/OR CIRCUMSTANCES WHEN THE TEAM HAS ADVANCED THE ORGANIZATION DURING A CHALLENGING TIME. |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $75,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | VARIOUS RAFFLE PRIZES | Desc |
| Contribution | 38 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,098 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | CANDIDATES FOR MEMBERS AND TO FILL VACANCIES ON THE BOARD OF DIRECTORS SHALL BE NOMINATED BY THE GOVERNANCE COMMITTEE. THE GOVERNANCE COMMITTEE IS A STANDING COMMITTEE OF THE BOARD AND IS COMPRISED OF A CHAIR AND A COMMITTEE OF BOARD MEMBERS. THE GOVERNANCE CHAIR IS A MEMBER OF THE EXECUTIVE COMMITTEE. ADDITIONAL NOMINATIONS MAY BE MADE BY ANY MEMBER OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF FORM 990 IS DISTRIBUTED TO EACH MEMBER OF THE BOARD OF DIRECTORS ELECTRONICALLY BEFORE IT IS FILED. BOARD MEMBERS REVIEW AND COMMENT ON THE RETURN. THE RETURN IS FILED AFTER REVIEW FROM THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION REQUIRES DIRECTORS AND KEY EMPLOYEES TO FILL OUT AN ANNUAL QUESTIONNAIRE TO ENSURE THERE ARE NO CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | CPLF IS COMMITTED TO FOSTERING ENGAGEMENT AND COMMITMENT FROM ITS EMPLOYEES, ULTIMATELY LEADING TO HIGHER PRODUCTIVITY AND LOWER TURNOVER. CPLF ENSURES THAT THE EMPLOYEE COMPENSATION POLICY IS CONSISTENT WITH MARKET STANDARDS. THE CPLF BOARD OF DIRECTORS, AT THE RECOMMENDATION OF THE FINANCE COMMITTEE, APPROVES THE ANNUAL BUDGET, INCLUDING SALARY AND BENEFITS. THE SALARY OF THE PRESIDENT & CEO IS DETERMINED BY THE BOARD EXECUTIVE COMMITTEE. THE PERFORMANCE OF THE PRESIDENT & CEO IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE ACCORDING TO ANNUAL STRATEGY GOALS AND BENCHMARKS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS WILL BE PROVIDED UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 506,987. MANAGEMENT AND GENERAL EXPENSES 65,662. FUNDRAISING EXPENSES 44,246. TOTAL EXPENSES 616,895. |