CORE KNOWLEDGE FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CORE KNOWLEDGE FOUNDATION (EIN 54-1371584)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202323199349308742
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T10:56:45-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540618213 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANTZMON WIEBEL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1408 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | 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 | 541371584 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORE KNOWLEDGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CORE | BusinessNameControlTxt |
| Phone | 4349777550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 EAST HIGH STREET | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA BEVILACQUA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4349777550 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDA | PersonFirstNm |
| Person Last | BEVILACQUA | 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 | P FRANK BERRY | PreparerPersonNm |
| PTIN | P00322544 | PTIN |
| Phone | 4342962156 | PhoneNum |
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 | LINDA BEVILACQUA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 EAST HIGH STREET | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,303,317 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COREKNOWLEDGE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION'S MISSION IS TO PROVIDE EDUCATIONAL EXCELLENCE AND EQUITY FOR ALL CHILDREN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 18 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $27,732 | PYContributionsGrantsAmt |
| CY Contributions Grants | $33,101 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,596,799 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,526,672 | CYProgramServiceRevenueAmt |
| PY Investment Income | $55,683 | PYInvestmentIncomeAmt |
| CY Investment Income | $105,160 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,208,815 | PYOtherRevenueAmt |
| CY Other Revenue | $3,325,569 | CYOtherRevenueAmt |
| PY Total Revenue | $6,889,029 | PYTotalRevenueAmt |
| CY Total Revenue | $8,990,502 | 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 | $1,294,900 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,474,909 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,506 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,265,228 | PYOtherExpensesAmt |
| CY Other Expenses | $2,938,742 | CYOtherExpensesAmt |
| PY Total Expenses | $3,560,128 | PYTotalExpensesAmt |
| CY Total Expenses | $4,413,651 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,328,901 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,576,851 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,759,261 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,695,147 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $855,344 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,819,099 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,903,917 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,876,048 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE FOUNDATION IS THE RE-INTRODUCTION OF COHERENT CONTENT INTO THE EARLY GRADES AS A NECESSARY MEANS TO ACCOMPLISHING A FUNDAMENTAL GOAL OF SCHOOLING IN A DEMOCRACY ENABLING ALL CHILDREN TO THRIVE, AS JEFFERSON PUT IT, ACCORDING TO THEIR TALENTS AND VIRTUES, REGARDLESS OF WHO THEIR PARENTS HAPPEN TO BE. THE FOUNDATION'S GOALS ARE CAPUTRED IN ITS MOTTO "EDUCATIONAL EXCELLENCE AND EQUITY FOR ALL CHILDREN." WE BELEIVE THAT OPEN ACCESS TO EXEMPLARY CURRICULUM MATERIALS IS THE BEST WAY TO LEVEL THE PLAYING FIELD AND INCREASE EQUITY IN EDUCATION. THE FOUNDATION'S MISSION IS TO IMPROVE AMERICAN ELEMENTARY EDUCATION (AND THERBY SECONDARY EDUCATION TOO) BY PROVIDING OPEN ACCESS TO A SEQUENCED, CUMULATIVE AND COHERENT KNOWLEDGE BASED CURRICULUM FOR PRESCHOOL THROUGH GRADE 5. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,338,508 | ExpenseAmt |
| Revenue | $5,439,689 | RevenueAmt |
| Desc | CORE KNOWLEDGE LANGUAGE ARTS (CKLA) CURRICULUM AS OF 2015, CKLA INSTRUCTIONAL MATERIALS FOR PREK GRADE 5 (TEACHER GUIDES, ACTIVITY BOOKS, AND STUDENT BOOKS) HAVE BEEN AVAILABLE FOR FREE DOWNLOAD THROUGH THE CORE KNOWLEDGE WEBSITE. IN 2023, WE FINISHED DEVELOPMENT OF CKLA MIDDLE SCHOOLE (GRADES 6 THORUGH 8) MATERIALS. THEY ARE AVAILABLE FOR FREE DOWNLOAD ON OUR WEBSITE (WITH THE EXCEPTION OF MATERIALS UNDER COPYRIGHT) AND ARE AVAILABLE FOR PURCHASE.WE ALSO HAVE MADE AVAILABLE FOR FREE DOWNLOAD OUR CKLA IMPLEMENTATION RESOURCES GUIDE. THIS GUIDE ORGANIZES MANY FREE RESOURCES DESIGNED TO STRENGTHEN TEACHER AND LEADER COMPETENCIES REGARDING DIFFERENT FACETS OF THE CKLA PROGRAM. IN THE GUIDE, YOU WILL FIND LINKS TO HELPFUL RESOUCRESE SUCH AS ON-DEMAND WEBINARS, TURNKEY TRAINING MATERIALS, VIDEOS, ETC. SEE: HTTPS://WWW/COREKNOWLEDGE.ORG/IMPLEMENTATION/TOOLS-RESOURCES/CKLA-TOOLS ADDITIONALLY, THE FOUNDATION CONTINUES TO OFFER FREE GUIDANCE VIAE-MAIL AND PHONE SUPPORT TO THOSE TEACHERS AND SCHOOLS WORKING TOIMPLEMENT CKLA IN THEIR CLASSROMMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $455,832 | ExpenseAmt |
| Revenue | $1,852,499 | RevenueAmt |
| Desc | CORE KNOWLEDGE HISTORY AND GEOGRAPHY (CKHG) CURRICULUM INITITALLY FUNDED WITH A BOARD-APPROVED USE OF THE FOUNDATION'S OWN ASSETS, THE FOUNDATION RECEIVED SUBSEQUENT GRANT FUNDING TO CONTINUE DEVELOPMENT OF CKHG. INSTRUCTIONAL MATERIALS FOR 50+ UNITS, K-GRADE 6 ARE AVAILABLE THROUGH OUR WEBSITE FOR FREE DOWNLOAD. FOR MORE INFORMATION, SEE:HTTPS://WWW.COREKNOWLEDGE.ORG/WP-CONTENT/UPLOADS/2019/10/CKHG_TITLES.PDFTHE CKHG K-8 PROGRAM INCLUDES HIGHLY ENGAGING STUDENT EDITIONS, EASY TO USE TEACHER GUIDES WITH THE BACKGROUND INFORMATION TEACHERS NEED EMBEDDED IN THE GUIDE, AND CLASSROOM SETS OF LARGE, COLORFUL TIMELINE CARDS TO BRING HISTORICAL EVENTS TO LIFE. THE TEACHER GUIDES ALSO INCLUDE: ADDITIONAL ACTIVITIES MAKING CROSS-CURRICULAR CONNECTIONS TO ART, ARCHITECTURE, AND MUSIC SPECIFIC TO THE HISTORICAL PERIOD AND REGION OF THE WORLD BEING STUDIED. DIGITAL RESOURCE LINKS WITH INSTRUCTION FOR VIRTUAL FIELD TRIPS TO MUSEUMS/HISTORICAL SITES ACROSS THE US AND AROUND THE WORLD - SUGGESTIONS FOR INSTRUCTIONAL ADAPTATIONS FORSTUDENTS NEEDING ADDITIONAL SUPPORT (STUDENTS WITH SPECIAL NEEDS AS WELL AS ENGLISH LANGUAGE LEARNERS), AS WELL AS CHALLENGES FOR STUDENTS WHO MORE QUICKLY GRASP THE CORE CONTENT AND SKILLS. A CIVICS FOCUS CALLED "THE PATHWAY TO CITIZENSHIP" IS ALSO INCLUDED IN ALL AMERICAN HISTORY UNITS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $383,872 | ExpenseAmt |
| Revenue | $1,560,053 | RevenueAmt |
| Desc | CORE KNOWLEDGE SCIENCE (CKSCI) CURRICULUMTHE CORE KNOWLEDGE SCIENCE (CKSCI) PROGRAM INCLUDES A COMPREHENSIVE ELEMENTARY SCIENCE CURRICULUM, PLUS ADDITIONAL RESOURCES FOR TEACHERS AND STUDENTS IN K-GRADE 8.THE CURRICULUM PROVIDES STUDENTS WITH A FIRM BASIS IN THE FACTUAL KNOWLEDGE OF THE SCIENCES AND ENGINEERING DESIGN SPECIFIED IN THE CORE KNOWLEDGE SCIENCE SEQUENCE. ADDITIONALLY, THIS PROGRAM HAS BEEN INFORMED BY MANY POSITIVE ASPECTS OF THE NEXT GENERATION SCIENCE STANDARDS (NGSS).THE CORE KNOWLEDGE SCIENCE PROGRAM INCLUDES: STUDENT READERS: ENGAGINGLY WRITTEN TO BRING THE WONDERS OF THE WORLD RIGHT INTO YOUR CLASSROOM, ALSO AVAILABLE AS E-BOOKS TEACHER GUIDES: WITH DETAILED LESSON PLANS AND ACTIVITY PAGE MASTERS, INCLUDING STUDENT INVESTIGATION GUIDES AND ASSESSMENTS AND NOTES FOR NGSS PERFORMANCE EXPECTATIONS ONLINE RESOURCES GUIDES: WITH LINKS TO RESOURCES THAT SUPPORT LEARNING AND ENGAGEMENT WITH THE CORE IDEAS IN SCIENCE AND ENGINEERING | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,178,212 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 18 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | 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 | 0 | 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 | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA BEVILACQUA | PersonNm |
| Phone | 4349777550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 EAST HIGH STREET | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JOHN BALLEN | |||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEPHEN TOMLIN | |||||||
| VICE CHAIRMAN AND TRESURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ED HIRSCH | |||||||
| TRUSTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LOUISA D SPENCER | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LEWIS BLAUSTEIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRAD MILLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RUTH WATTENBERG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN HIRSCH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF LITT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARC SMITH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE GIARLA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA BEVILACQUA | |||||||
| PRESIDENT | 50.00 | Yes (X) | $196,673 | $0 | $1,670 | ||
| DANIEL FRANCK | |||||||
| DIRECTOR OF SCIENCE CURRIC | 40.00 | $128,336 | $0 | $0 | Yes (X) | ||
| ROSEMARY MCCORMICK | |||||||
| DIRECTOR OF PUBLICATIONS D | 40.00 | $130,881 | $0 | $0 | Yes (X) | ||
| KRISTEN RODRGUEZ | |||||||
| DIRECTOR OF SCHOOL ENGAGEMENT | 40.00 | $103,510 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $559,400 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,670 | 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 |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIX RED MARBLES LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 419233 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02241 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PUBLICATION DEVELOPMENT | ServicesDesc |
| Compensation | $1,495,711 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $33,101 | AllOtherContributionsAmt |
| Total Contributions | $33,101 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| LICENSING ROYALTIES | 900099 | $5,341,747 | $5,341,747 |
| WORKSHOP REVENUE | 900099 | $184,925 | $184,925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,526,672 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $112,865 | TotalRevenueColumnAmt |
| Exclusion | $112,865 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $507,111 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $514,816 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$7,705 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,705 | TotalRevenueColumnAmt |
| Exclusion | -$7,705 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $4,080,500 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $797,999 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,282,501 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,282,501 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $43,068 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $43,068 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $43,068 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,990,502 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,852,241 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $105,160 | 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 | $196,673 | TotalAmt |
| Management And General | $194,706 | ManagementAndGeneralAmt |
| Fundraising | $1,967 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,123,446 | TotalAmt |
| Program Services | $2,574 | ProgramServicesAmt |
| Management And General | $1,115,117 | ManagementAndGeneralAmt |
| Fundraising | $5,755 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,496 | TotalAmt |
| Program Services | $45,973 | ProgramServicesAmt |
| Management And General | $6,326 | ManagementAndGeneralAmt |
| Fundraising | $197 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,294 | TotalAmt |
| Program Services | $1,335 | ProgramServicesAmt |
| Management And General | $100,372 | ManagementAndGeneralAmt |
| Fundraising | $587 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,926,180 | TotalAmt |
| Program Services | $1,747,193 | ProgramServicesAmt |
| Management And General | $178,987 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277 | TotalAmt |
| Program Services | $124 | ProgramServicesAmt |
| Management And General | $153 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,719 | TotalAmt |
| Program Services | $52,974 | ProgramServicesAmt |
| Management And General | $50,745 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,433 | TotalAmt |
| Management And General | $292,433 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,220 | TotalAmt |
| Program Services | $26,671 | ProgramServicesAmt |
| Management And General | $9,549 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,258 | TotalAmt |
| Program Services | $25,258 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,367 | TotalAmt |
| Management And General | $45,367 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,265 | TotalAmt |
| Management And General | $54,265 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| POSTAGE AND SHIPPING | $160,937 | $157,909 | $3,028 |
| MAINTENANCE, REPAIRS AN | $141,083 | $94,886 | $46,197 |
| BANK FEES AND WRITE-OFF | $79,539 | $9 | $79,530 |
| DUES AND SUBSCRIPTIONS | $30,681 | $4,670 | $26,011 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,783 | TotalAmt |
| Program Services | $18,636 | ProgramServicesAmt |
| Management And General | $24,147 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,413,651 | TotalAmt |
| Program Services | $2,178,212 | ProgramServicesAmt |
| Management And General | $2,226,933 | ManagementAndGeneralAmt |
| Fundraising | $8,506 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,565,988 | BOYAmt |
| EOY | $1,082,135 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,261,765 | BOYAmt |
| EOY | $4,297,487 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,034,259 | BOYAmt |
| EOY | $752,216 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,076,098 | BOYAmt |
| EOY | $3,385,175 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,172 | BOYAmt |
| EOY | $106,155 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,925,685 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,394,412 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $537,583 | BOYAmt |
| EOY | $531,273 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,762,093 | BOYAmt |
| EOY | $4,131,939 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,935 | BOYAmt |
| EOY | $11,881 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $439,368 | BOYAmt |
| EOY | $1,396,886 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,759,261 | BOYAmt |
| EOY | $15,695,147 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $332,548 | BOYAmt |
| EOY | $369,636 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,758 | BOYAmt |
| EOY | $42,621 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $456,038 | BOYAmt |
| EOY | $1,406,842 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $855,344 | BOYAmt |
| EOY | $1,819,099 | 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 | $9,890,538 | BOYAmt |
| EOY | $13,865,384 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,379 | BOYAmt |
| EOY | $10,664 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,903,917 | BOYAmt |
| EOY | $13,876,048 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,759,261 | BOYAmt |
| EOY | $15,695,147 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,576,851 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$604,720 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $38,433 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,233 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $201,077 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,732 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,101 | CurrentTaxYearAmt |
| Total | $376,576 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,433 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,233 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $201,077 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,732 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,101 | CurrentTaxYearAmt |
| Total | $376,576 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $376,576 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $166,990 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $127,055 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,332 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,683 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $112,865 | CurrentTaxYearAmt |
| Total | $511,925 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $89 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,951 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $6 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,068 | CurrentTaxYearAmt |
| Total | $50,114 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $938,615 | TotalSupportAmt |
| Public Support CY170 | 0.40120 | PublicSupportCY170Pct |
| Public Support PY170 | 0.37430 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,398,645 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$555,260 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,843,385 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,769,943 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $628,702 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,398,645 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,600,055 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $289,888 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $120,000 | OtherExpendituresAmt |
| End Year Balance | $2,769,943 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,066,284 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $533,771 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,600,055 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,503,747 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$437,463 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,066,284 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $186,662 | OtherCostOrOtherBasisAmt |
| Book Value | $186,662 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $644,748 | OtherCostOrOtherBasisAmt |
| Depreciation | $363,926 | DepreciationAmt |
| Book Value | $280,822 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $99,258 | OtherCostOrOtherBasisAmt |
| Depreciation | $62,325 | DepreciationAmt |
| Book Value | $36,933 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $995,017 | OtherCostOrOtherBasisAmt |
| Depreciation | $968,161 | DepreciationAmt |
| Book Value | $26,856 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $531,273 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT-OF-USE ASSET | Desc |
| Book Value | $1,396,886 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,396,886 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $1,406,842 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,406,842 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,385,782 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$604,720 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$604,720 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,990,502 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,990,502 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,413,651 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,413,651 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,413,651 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | FUNDS ARE USED FOR INVESTMENT OF FUNDS NOT ANTICIPATED TO BE NEEDED IN THE NEAR TERM WITH THE EXPECTATION OF REALIZING IMPROVED LONG TERM RETURNS OVER TEMPORARY SAVINGS AND MONEY MARKET OPTIONS. |
| PART X, LINE 2: | THE FOUNDATION IS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER IRC SECTION 501(A). THE FOUNDATION HAS ALSO BEEN CLASSIFIED AS AN ORGANIZATION WHICH IS NOT A PRIVATE FOUNDATION UNDER IRC SECTION 509(A)(2). THEREFORE, NO PROVISION OR LIABILITY FOR FEDERAL OR STATE INCOME TAXES HAS BEEN INCLUDED IN THESE FINANCIAL STATEMENTS. MANAGEMENT BELIEVES THAT THE FOUNDATION CONTINUES TO SATISFY THE REQUIREMENT OF A TAX-EXEMPT ORGANIZATION AND THEREFORE HAS NO UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2019 AND 2018. |
| PART V, LINE 4: | THE BOARD OF DIRECTORS HAS DESIGNATED A PORTION OF UNRESTRICTED NET ASSETS AS AN ENDOWMENT FUND. INVESTMENT INCOME EARNED ON THESE ASSETS IS REINVESTED IN THIS FUND. THESE FUNDS CAN BE USED TO FINANCE UNRESTRICTED OPERATIONS AS NECESSARY. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA BEVILACQUA | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $196,673 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $1,670 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $198,343 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JOHN HIRSCH IS THE SON OF E.D. HIRSCH. NEITHER RECEIVES COMPENSATION FOR THEIR SERVICES OUR CONDUCTS OTHER BUSINESS WITH THE FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE 990 IS PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW. THE AUDIT COMMITTEE THEN PRESENT IT TO THE BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL EMPLOYEES, BOARD MEMBERS AND OFFICERS ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. THE PRESIDENT MAKES THE DETERMINATION OF WHETHER CONFLICTS EXIST AND REVIEWS ACTUAL CONFLICTS. TO REGULARLY AND CONSISTENTLY MONIOT COMPLIANCE WITH THE POLICY, ALL EMPLOYEES ARE ASKED TO SIGN A CONFIDENTIALITY AGREEMENT UPON HIRE. THEY ARE REQUIRED TO LET THE PRESIDENT KNOW OF ANY OTHER EMPLOYMENT AND IT IS AT THE DISCRETION OF THE PRESIDENT TO DETERMINE IF THERE IS A CONFLICT AND PROVIDE APPROVAL. WHEN DEALING WITH A BOARD MEMBER OR AN OFFICER, AND AD HOC COMMITTEE OF THE BOARD IS FORMED TO EXPLORE ISSUES RELATED TO THE POTENTIAL CONFLICT. THE COMMITTEE PRESENTS ITS RESEARCH TO THE BOARD AND THE BOARD MAKES A DECISION ON APPROVAL OR DISAPPROVAL. THE DECISION IS DOCUMENTED IN THE BOARD MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15 | MANAGEMENT, KEY EMPLOYEES AND OFFICERS' COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THE BOARD DETERMINES REASONABLENESS OF COMPENSATION AMOUNTS BASED ON COMPARISON TO OTHER SIMILAR ORGANIZATIONS AND COMPARABILITY DATA. ALL DECISION ARE DOCUMENTED IN THE BOARD MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 100. MANAGEMENT AND GENERAL EXPENSES 171,292. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 171,392. PUBLICATION AND DEVELOPMENT: PROGRAM SERVICE EXPENSES 1,618,762. MANAGEMENT AND GENERAL EXPENSES 516. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,619,278. CONSULTANTS: PROGRAM SERVICE EXPENSES 128,331. MANAGEMENT AND GENERAL EXPENSES 7,179. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 135,510. |
| PART XII, LINE 2C: | NO CHANGE IN OVERSIGHT PROCESS DURING THE YEAR. |
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