BOARDSOURCE: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BOARDSOURCE (EIN 52-1681375)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-13
- IRS object ID
- 202201039349301580
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-13T19:11:45-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 NORTH GLEBE ROAD SUITE 200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521681375 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOARDSOURCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOAR | BusinessNameControlTxt |
| Phone | 2023492500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 9TH STREET NW 520 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200014590 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE WALLESTAD | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2023492500 | PhoneNum |
| Signature | 2022-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANNE | PersonFirstNm |
| Person Last | WALLESTAD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J ANDREW SMITH | PreparerPersonNm |
| PTIN | P00635175 | PTIN |
| Phone | 5712279500 | PhoneNum |
| Preparation | 2022-04-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANNE WALLESTAD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 9TH STREET NW 520 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200014590 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,620,514 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BOARDSOURCE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO INSPIRE AND SUPPORT NONPROFIT BOARDS AND EXECUTIVES TO LEAD JUSTLY AND WITH PURPOSE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $721,118 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,545,137 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,488,986 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,529,182 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$45,307 | PYInvestmentIncomeAmt |
| CY Investment Income | $71,413 | CYInvestmentIncomeAmt |
| PY Other Revenue | $553,192 | PYOtherRevenueAmt |
| CY Other Revenue | $279,386 | CYOtherRevenueAmt |
| PY Total Revenue | $3,717,989 | PYTotalRevenueAmt |
| CY Total Revenue | $9,425,118 | 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 | $2,144,613 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,692,273 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $47,088 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $155,075 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,581,233 | PYOtherExpensesAmt |
| CY Other Expenses | $1,370,321 | CYOtherExpensesAmt |
| PY Total Expenses | $4,772,934 | PYTotalExpensesAmt |
| CY Total Expenses | $3,062,594 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,054,945 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,362,524 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,361,260 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,359,989 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,236,673 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,631,202 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,124,587 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,728,787 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO INSPIRE AND SUPPORT NONPROFIT BOARDS AND EXECUTIVES TO LEAD JUSTLY AND WITH PURPOSE. BOARDSOURCE ENVISIONS A FUTURE WHERE THE NONPROFIT COMMUNITY HAS THE LEADERSHIP TO FULFILL ITS PURPOSE AND CREATE A WORLD WHERE ALL CAN THRIVE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $744,950 | ExpenseAmt |
| Revenue | $1,539,698 | RevenueAmt |
| Desc | EDUCATIONAL PROGRAMS FOR MEMBERSBOARDSOURCE SUPPORTS THE TECHNICAL SUPPORT AND EDUCATIONAL NEEDS OF NONPROFIT LEADERS, BOARDS, AND ORGANIZATIONS THROUGH A SET OF MEMBERSHIP PROGRAMS DESIGNED FOR NONPROFIT ORGANIZATIONS AND INDIVIDUAL LEADERS (INCLUDING PROGRAMS WITH GROUP ACCESS TO INDIVIDUAL MEMBERSHIP SUPPORT FOR FOUNDATIONS, FEDERATED NETWORKS, AND CORPORATIONS). THESE PROGRAMS PROVIDE OPEN ACCESS TO BOARDSOURCE'S ONLINE LIBRARY OF BOARD LEADERSHIP AND GOVERNANCE RESOURCES, AS WELL AS TECHNICAL ASSISTANCE FROM AN ON-STAFF GOVERNANCE SPECIALIST. BOARDSOURCE ALSO OFFERS THE BOARD SUPPORT PROGRAM, WHICH PROVIDES MORE IN-DEPTH SUPPORT FOR NONPROFIT BOARDS INCLUDING AN ANNUAL BOARD SELF-ASSESSMENT AND A BOARD ORIENTATION CERTIFICATE PROGRAM. AT THE END OF 2021, THERE WERE 437 MEMBER ORGANIZATIONS IN THE BOARD SUPPORT PROGRAM, 73 FEDERATED MEMBERS, 29 CORPORATE MEMBERS, 13 FOUNDATION MEMBERS, AND 2030 INDIVIDUAL LEADERS PARTICIPATING ACROSS ALL MEMBERSHIP PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $428,515 | ExpenseAmt |
| Revenue | $803,529 | RevenueAmt |
| Desc | ASSESSMENT AND CONSULTING SERVICESBOARDSOURCE'S ASSESSMENT & CONSULTING SERVICES HELP ORGANIZATIONS IDENTIFY CORE ISSUES IN THEIR BOARD PERFORMANCE AND DEVELOPMENT. IN 2021, BOARDSOURCE CONDUCTED APPROXIMATELY 335 BOARD ASSESSMENTS AND 175 CHIEF EXECUTIVE ASSESSMENTS. IN MID-2020, OUR CONSULTING PROGRAM WAS PHASED OUT AND CONVERTED TO A REFERRAL PROGRAM; 2021 CONSULTING REVENUES AND EXPENSES RELATE TO THE EXECUTION OF CONSULTING ENGAGEMENTS PRIOR TO THIS CHANGE IN PROGRAM MODEL. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $792,414 | ExpenseAmt |
| Desc | SECTOR LEADERSHIP INITIATIVES BOARDSOURCE'S RESEARCH AND LEADERSHIP CALLS ATTENTION TO THE IMPORTANCE OF STRONG BOARDS, CREATING AWARENESS AND ACTION AROUND CHALLENGES FACING NONPROFIT LEADERS AND IDENTIFYING OPPORTUNITIES TO UNLEASH GREATER IMPACT FOR THE SECTOR AS A WHOLE. BOARDSOURCE'S LEADERSHIP ALSO FOCUSES ON IDENTIFYING AND INTERPRETING TRENDS IMPACTING NONPROFIT LEADERSHIP PERFORMANCE AND EFFECTIVENESS AND GENERATING EVIDENCE-BASED RECOMMENDATIONS FOR BOARD PRACTICE. OF PARTICULAR IMPORTANCE IS BOARDSOURCE'S WORK TO UNDERSTAND AND ADDRESS THE LACK OF RACIAL AND ETHNIC DIVERSITY ON NONPROFIT BOARDS, WHICH WE BELIEVE IS ESSENTIAL TO THE SOCIAL SECTOR'S ABILITY TO ADVANCE THE PUBLIC GOOD AND CREATE A MORE JUST AND EQUITABLE SOCIETY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $174,783 | $185,955 | PROFESSIONAL DEVELOPMENT PROGRAMSBOARDSOURCE'S PROFESSIONAL DEVELOPMENT PROGRAMS PROVIDE LEADERSHIP DEVELOPMENT AND LEARNING PROGRAMMING FOR CONSULTANTS TO BOARDS. BOARDSOURCE'S PROFESSIONAL DEVELOPMENT PROGRAMS FOR CONSULTANTS REACHED MORE THAN 130 INDIVIDUALS IN 2021. |
| $75,040 | $204,346 | EDUCATIONAL RESOURCESBOARDSOURCE'S LIBRARY OF NONPROFIT BOARD LEADERSHIP RESOURCES INCLUDES PUBLICATIONS AND TOOLS ON A BROAD RANGE OF TOPICS RELEVANT TO NONPROFIT EXECUTIVES, BOARD LEADERS, AND PRACTITIONERS. IN 2021 ALONE, MORE THAN 464,000 INDIVIDUALS ACCESSED INFORMATION ON BOARDSOURCE.ORG AND MORE THAN 55,000 WRITTEN RESOURCES WERE DOWNLOADED BY NONPROFIT LEADERS FROM ACROSS THE COUNTRY AND AROUND THE GLOBE. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $249,823 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $390,301 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,215,702 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 20 | 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 |
| 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | 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 | JOAN PAYNE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023492500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 9TH STREET NW SUITE 520 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| ANNE WALLESTAD | |||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $293,914 | $0 | $20,233 | ||
| JAMES TAYLOR | |||||||
| VP, LEADERSHIP INITIATIVES | 40.00 | $158,176 | $0 | $20,113 | Yes (X) | ||
| JUDY RECKELHOFF | |||||||
| CHIEF OF STAFF | 40.00 | $136,685 | $0 | $13,051 | Yes (X) | ||
| ANDREW DAVIS | |||||||
| ASSOCIATE VP, MEMBER EDU. & OUTREACH | 40.00 | $132,185 | $0 | $11,977 | Yes (X) | ||
| TAKITA BATTLE | |||||||
| DIR. OF CORP. & FED. PARTNERSHIPS | 40.00 | $109,793 | $0 | $13,408 | Yes (X) | ||
| JOAN PAYNE | |||||||
| VP, FINANCE | 25.00 | Yes (X) | $104,498 | $0 | $4,180 | ||
| WILSON JULIA | |||||||
| BOARD CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SHAMLEY MARK | |||||||
| VICE CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LIEDERMAN KEITH | |||||||
| TREASURER | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| GOSS CAROL | |||||||
| SECRETARY | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| WEST-SCANTLEBURY SHERECE | |||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| TAKAGI GENE | |||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| WALKER KEVIN | |||||||
| BOARD MEMBER | 4.00 | $0 | $0 | $0 | Yes (X) | ||
| VREDENBURGH JUDY | |||||||
| BOARD MEMBER | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| FREEMAN TERRI LEE | |||||||
| BOARD MEMBER | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| TROWER CATHY | |||||||
| BOARD MEMBER (UNTIL 3/21) | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| MOYERS RICK | |||||||
| BOARD MEMBER (UNTIL 10/21) | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $935,251 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $82,962 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | 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 | MEDIA CAUSE INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 190432 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MARKETING SERVICES | ServicesDesc |
| Compensation | $134,880 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $557,222 | GovernmentGrantsAmt |
| All Other Contributions | $5,987,915 | AllOtherContributionsAmt |
| Total Contributions | $6,545,137 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $1,539,698 | $1,539,698 |
| ASSESSMENTS | 900099 | $709,091 | $709,091 |
| PROF. DEV. PROGRAMS | 900099 | $185,955 | $185,955 |
| CONSULTING | 900099 | $94,438 | $94,438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,529,182 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,812 | TotalRevenueColumnAmt |
| Exclusion | $65,812 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,040 | TotalRevenueColumnAmt |
| Exclusion | $75,040 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $163,705 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $158,104 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,601 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,601 | TotalRevenueColumnAmt |
| Exclusion | $5,601 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $241,638 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $37,292 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $204,346 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $204,346 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,425,118 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,733,528 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $146,453 | 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 | $422,825 | TotalAmt |
| Program Services | $203,278 | ProgramServicesAmt |
| Management And General | $179,735 | ManagementAndGeneralAmt |
| Fundraising | $39,812 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,029,532 | TotalAmt |
| Program Services | $799,907 | ProgramServicesAmt |
| Management And General | $186,363 | ManagementAndGeneralAmt |
| Fundraising | $43,262 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,960 | TotalAmt |
| Program Services | $29,735 | ProgramServicesAmt |
| Management And General | $6,659 | ManagementAndGeneralAmt |
| Fundraising | $1,566 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,616 | TotalAmt |
| Program Services | $54,054 | ProgramServicesAmt |
| Management And General | $18,840 | ManagementAndGeneralAmt |
| Fundraising | $3,722 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,340 | TotalAmt |
| Program Services | $86,948 | ProgramServicesAmt |
| Management And General | $31,324 | ManagementAndGeneralAmt |
| Fundraising | $7,068 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,096 | TotalAmt |
| Management And General | $51,096 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,990 | TotalAmt |
| Management And General | $26,990 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $422,216 | TotalAmt |
| Program Services | $389,780 | ProgramServicesAmt |
| Management And General | $14,410 | ManagementAndGeneralAmt |
| Fundraising | $18,026 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,759 | TotalAmt |
| Program Services | $6,196 | ProgramServicesAmt |
| Management And General | $1,244 | ManagementAndGeneralAmt |
| Fundraising | $319 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,992 | TotalAmt |
| Program Services | $34,043 | ProgramServicesAmt |
| Management And General | -$805 | ManagementAndGeneralAmt |
| Fundraising | $1,754 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,278 | TotalAmt |
| Program Services | $101,631 | ProgramServicesAmt |
| Management And General | $20,406 | ManagementAndGeneralAmt |
| Fundraising | $5,241 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,639 | TotalAmt |
| Management And General | $7,639 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,323 | TotalAmt |
| Program Services | $217,642 | ProgramServicesAmt |
| Management And General | $78,146 | ManagementAndGeneralAmt |
| Fundraising | $17,535 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,939 | TotalAmt |
| Program Services | $1,548 | ProgramServicesAmt |
| Management And General | $311 | ManagementAndGeneralAmt |
| Fundraising | $80 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,347 | TotalAmt |
| Program Services | $4,347 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472 | TotalAmt |
| Program Services | $376 | ProgramServicesAmt |
| Management And General | $76 | ManagementAndGeneralAmt |
| Fundraising | $20 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,630 | TotalAmt |
| Program Services | $64,344 | ProgramServicesAmt |
| Management And General | $23,102 | ManagementAndGeneralAmt |
| Fundraising | $5,184 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,456 | TotalAmt |
| Program Services | $32,304 | ProgramServicesAmt |
| Management And General | $6,486 | ManagementAndGeneralAmt |
| Fundraising | $1,666 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SITE LICENSES & REGISTR | $135,407 | $108,122 | $21,710 | $5,575 |
| STAFF DEVELOPMENT | $50,791 | $35,234 | $12,693 | $2,864 |
| DUES & SUBSCRIPTIONS | $29,503 | $23,558 | $4,730 | $1,215 |
| SHIPPING/POSTAGE/PRINTI | $20,269 | $20,089 | $147 | $33 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,214 | TotalAmt |
| Program Services | $2,566 | ProgramServicesAmt |
| Management And General | $515 | ManagementAndGeneralAmt |
| Fundraising | $133 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,062,594 | TotalAmt |
| Program Services | $2,215,702 | ProgramServicesAmt |
| Management And General | $691,817 | ManagementAndGeneralAmt |
| Fundraising | $155,075 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $330 | BOYAmt |
| EOY | $330 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,460 | BOYAmt |
| EOY | $5,783,922 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
| EOY | $407,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,387 | BOYAmt |
| EOY | $68,065 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,902 | BOYAmt |
| EOY | $144,633 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,658 | BOYAmt |
| EOY | $249,379 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $668,693 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $468,476 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,847 | BOYAmt |
| EOY | $200,217 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,360,676 | BOYAmt |
| EOY | $3,506,443 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,361,260 | BOYAmt |
| EOY | $10,359,989 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,539 | BOYAmt |
| EOY | $339,014 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,110,070 | BOYAmt |
| EOY | $1,106,489 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $714,064 | BOYAmt |
| EOY | $185,699 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,236,673 | BOYAmt |
| EOY | $1,631,202 | 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 | $1,663,758 | BOYAmt |
| EOY | $8,277,092 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $460,829 | BOYAmt |
| EOY | $451,695 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,124,587 | BOYAmt |
| EOY | $8,728,787 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,361,260 | BOYAmt |
| EOY | $10,359,989 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,362,524 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $241,676 | 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 | $1,415,071 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,956,421 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $533,082 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $721,118 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,545,137 | CurrentTaxYearAmt |
| Total | $12,170,829 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,415,071 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,956,421 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $533,082 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $721,118 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,545,137 | CurrentTaxYearAmt |
| Total | $12,170,829 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,688,610 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,482,219 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $424,324 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $459,544 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $432,717 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $398,862 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $140,852 | CurrentTaxYearAmt |
| Total | $1,856,299 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $143 | CurrentTaxYearMinus4YearsAmt |
| Total | $143 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,242 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,966 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,233 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,263 | CurrentTaxYearMinus1YearAmt |
| Total | $19,704 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,046,975 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $18,440,643 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74620 | PublicSupportCY170Pct |
| Public Support PY170 | 0.47580 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $276 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $276 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,062,318 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,062,594 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $303,130 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $75,783 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $461,961 | CurrentYearMinus3Amt |
| Current Year Minus2 | $6,345,842 | CurrentYearMinus2Amt |
| Current Year Minus1 | $388,647 | CurrentYearMinus1Amt |
| Current Year | $303,130 | CurrentYearAmt |
| Total | $7,499,580 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $11,249,370 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $6,440 | CurrentYearMinus3Amt |
| Current Year Minus2 | $4,911 | CurrentYearMinus2Amt |
| Current Year Minus1 | $210 | CurrentYearMinus1Amt |
| Current Year | $276 | CurrentYearAmt |
| Total | $11,837 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $115,490 | CurrentYearMinus3Amt |
| Current Year Minus2 | $116,885 | CurrentYearMinus2Amt |
| Current Year Minus1 | $97,162 | CurrentYearMinus1Amt |
| Current Year | $75,783 | CurrentYearAmt |
| Total | $405,320 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $607,980 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $4,141 | CurrentYearMinus3Amt |
| Current Year Minus2 | $4,911 | CurrentYearMinus2Amt |
| Current Year Minus1 | $210 | CurrentYearMinus1Amt |
| Current Year | $276 | CurrentYearAmt |
| Total | $9,538 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $343,622 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $19,276 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $362,898 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $330,198 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $13,424 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $343,622 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $298,280 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $31,918 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $330,198 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $309,515 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$11,235 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $298,280 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $325,011 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $25,411 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $40,907 | GrantsOrScholarshipsAmt |
| End Year Balance | $309,515 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.08000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.92000 | PrmnntEndowmentBalanceEOYPct |
| 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 | $653,750 | OtherCostOrOtherBasisAmt |
| Depreciation | $459,510 | DepreciationAmt |
| Book Value | $194,240 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,943 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,966 | DepreciationAmt |
| Book Value | $5,977 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $200,217 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFFERED RENT | Desc |
| Amt | $185,699 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $185,699 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,814,925 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $241,676 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $110,839 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $352,515 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,462,410 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$37,292 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$37,292 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,425,118 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,210,725 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $110,839 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $37,292 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $148,131 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,062,594 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,062,594 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE JUDITH O'CONNOR MEMORIAL FUND: AN ENDOWMENT THAT GENERATES EARNINGS TO SUPPORT A LECTURESHIP WHICH WILL HONOR OUTSTANDING LEADERS AND THINKERS IN THE NONPROFIT SECTOR FOR THEIR ACHIEVEMENTS IN NONPROFIT LEADERSHIP OR THEIR CONTRIBUTION TO THE FIELD OF NONPROFIT GOVERNANCE, AND SCHOLARSHIPS TO ATTEND THE BOARDSOURCE LEADERSHIP FORUM. |
| PART X, LINE 2: | BOARDSOURCE IS EXEMPT FROM FEDERAL TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AS A SECTION 501(A) ORGANIZATION. THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT BOARDSOURCE IS A PUBLICLY SUPPORTED ORGANIZATION. BOARDSOURCE'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. BOARDSOURCE IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -37,292. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 37,292. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANNE WALLESTAD | ||||||||||||||
| PRESIDENT & CEO | $276,414 | $0 | $17,500 | $0 | $0 | $0 | $11,494 | $0 | $8,739 | $0 | $314,147 | $0 | $0 | $0 |
| JAMES TAYLOR | ||||||||||||||
| VP, LEADERSHIP INITIATIVES | $153,176 | $0 | $5,000 | $0 | $0 | $0 | $6,549 | $0 | $13,564 | $0 | $178,289 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | NO COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE DRAFT 990 IS REVIEWED BY THE ENTIRE BOARD OF DIRECTORS BEFORE IT IS SIGNED AND FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE AUDIT COMMITTEE REVIEWS THESE STATEMENTS ANNUALLY AND REPORTS TO THE FULL BOARD OF DIRECTORS. IF A CONFLICT IS DISCLOSED, THE COMMITTEE REFERS THE MATTER TO THE BOARD OF DIRECTORS FOR ANY REQUIRED BOARD ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | PRIOR TO DETERMINING A COMPENSATION INCREASE FOR THE PRESIDENT & CEO, A COMPENSATION ANALYSIS IS COMPLETED. IN 2021, THIS ANALYSIS WAS COMPILED BY AN EXTERNAL HR FIRM, NONPROFIT HR, USING COMPARABLE SALARY DATA FROM THREE SALARY SURVEYS. ADDITIONALLY, COMPARABLE ORGANIZATION SALARY AND BENEFIT INFORMATION IS COMPILED FROM THE FEDERAL FORM 990 OF SIMILAR ORGANIZATIONS TO USE AS A REFERENCE. THE COMPENSATION ANALYSIS IS PROVIDED TO THE VICE CHAIR, WHO CHAIRS THE COMPENSATION AND EVALUATION COMMITTEE, AS WELL AS THE COMPENSATION AND EVALUATION COMMITTEE. THEY PROVIDE ANY RECOMMENDATIONS TO THE FULL BOARD ON A SALARY INCREASE FOR THE PRESIDENT & CEO. THIS IS TYPICALLY COMPLETED DURING THE EXECUTIVE SESSION OF A BOARD MEETING OR THROUGH CONFIDENTIAL EMAIL. ANY INCREASE IN COMPENSATION FOR THIS POSITION REQUIRES APPROVAL OF THE BOARD. ANY INCREASES IN COMPENSATION FOR OFFICERS & KEY EMPLOYEES REQUIRES APPROVAL OF THE BOARD. ALTHOUGH MS. PAYNE IS TREATED AS AN OFFICER FOR PURPOSES OF THE 990 AS THE TOP FINANCIAL OFFICIAL, SHE IS NOT A LEGAL OFFICER OF THE CORPORATION AND THEREFORE HER COMPENSATION IS NOT SUBJECT TO BOARD APPROVAL, BUT IS REVIEWED AND APPROVED BY THE CEO IN A MANNER THAT IS CONSISTENT WITH THE REST OF THE STAFF. THE LAST TIME THAT BOARDSOURCE HAD EMPLOYEES OTHER THAN THE CEO WHO WERE CLASSIFIED AS OFFICERS OR KEY EMPLOYEES AND WHO RECEIVED A COMPENSATION ADJUSTMENT WAS IN 2012. |
| FORM 990, PART VI, SECTION C, LINE 19 | PAST 5 YEARS AUDITS ARE AVAILABLE ON OUR WEBSITE. THE CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | DELIVERY SERVICES: PROGRAM SERVICE EXPENSES 34,559. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,559. CREDIT CARD PROCESSING FEES: PROGRAM SERVICE EXPENSES 48,706. MANAGEMENT AND GENERAL EXPENSES 2,929. FUNDRAISING EXPENSES 657. TOTAL EXPENSES 52,292. OUTSOURCED PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 190,045. MANAGEMENT AND GENERAL EXPENSES 11,481. FUNDRAISING EXPENSES 17,369. TOTAL EXPENSES 218,895. CONSULTANTS: PROGRAM SERVICE EXPENSES 116,470. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 116,470. |
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