THE MARION INSTITUTE INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE MARION INSTITUTE INC (EIN 04-3206583)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-06-23
- IRS object ID
- 202211749349300026
- Schema version
- 2020v4.2
- 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 | 2022-06-23T10:58:43-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | 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 | 4 BATTERYMARCH PARK SUITE 100 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043206583 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARION INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 5087480816 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 SPRING STREET | AddressLine1Txt |
| City | MARION | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 027381570 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGHERITA BALDWIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5087480816 | PhoneNum |
| Signature | 2022-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARGHERITA | PersonFirstNm |
| Person Last | BALDWIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIELLE NIHILL | PreparerPersonNm |
| PTIN | P01350943 | PTIN |
| Phone | 8178822212 | PhoneNum |
| Preparation | 2022-06-22 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARGHERITA BALDWIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 SPRING STREET | AddressLine1Txt |
| City | MARION | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 027381570 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,294,381 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MARIONINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SUPPORTS IDEAS THAT FOSTER CHANGE WITH HEALTHY LIVING, COMMUNITY-BUILDING AND SUSTAINABILITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 47 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,412,349 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,759,428 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $49,512 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $120,133 | CYProgramServiceRevenueAmt |
| PY Investment Income | $81,360 | PYInvestmentIncomeAmt |
| CY Investment Income | $130,729 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,011 | PYOtherRevenueAmt |
| CY Other Revenue | $997 | CYOtherRevenueAmt |
| PY Total Revenue | $2,544,232 | PYTotalRevenueAmt |
| CY Total Revenue | $2,011,287 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $26,287 | 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 | $535,788 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $548,050 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $62,240 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,579,104 | PYOtherExpensesAmt |
| CY Other Expenses | $1,238,043 | CYOtherExpensesAmt |
| PY Total Expenses | $2,141,179 | PYTotalExpensesAmt |
| CY Total Expenses | $1,786,093 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $403,053 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $225,194 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,779,513 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,815,280 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $415,167 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $362,685 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,364,346 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,452,595 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MARION INSTITUTE IS BUILDING A MOVEMENT. WE ENGAGE INDIVIDUALS AND COMMUNITIES IN AN INTEGRATIVE APPROACH TO WHOLE-BODY HEALTH. WE EDUCATE AND EMPOWER BY SUPPORTING, CONNECTING AND APPLYING THE SCIENCE OF SELF-HEALING. WE BELIEVE OPTIMAL HEALTH IS A BASIC HUMAN RIGHT, NOT A PRIVILEGE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $670,906 | ExpenseAmt |
| Revenue | $54,235 | RevenueAmt |
| Desc | THE GREENHOUSE INITIATIVES PROGRAM IS DESIGNED TO PROVIDE FISCAL SPONSORSHIP SERVICES TO LEADERS OF MISSION-BASED ORGANIZATIONS LOCALLY AND GLOBALLY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $350,505 | ExpenseAmt |
| Revenue | $28,334 | RevenueAmt |
| Desc | BUS RAPID TRANSIT (BRT) STRATEGIC GRANTS PROGRAM IS AN INITIATIVE TO PROMOTE THE DEVELOPMENT OF BRT CORRIDORS IN BOSTON TO REDUCE CONGESTION AND GREENHOUSE GAS EMISSIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $228,065 | ExpenseAmt |
| Revenue | $18,436 | RevenueAmt |
| Desc | THE GROW EDUCATION PROGRAM FOCUSES ON EDUCATING REGIONAL COMMUNITIES TO INSPIRE AND INFLUENCE A CULTURE OF HEALTH. THERE ARE THREE FRAMEWORKS WHICH GROW SOUTHCOAST USES TO CULTIVATE CHANGE WITHIN OUR COMMUNITIES: EDUCATION, HEALTH, AND ENVIRONMENT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $248,946 | ExpenseAmt |
| Revenue | $20,125 | RevenueAmt |
| Desc | BIOMED PROGRAMS - THE BIOMED NETWORK IS DEDICATED TO EXPANDING COMPLETE HEALTH AND WELL-BEING THROUGH THE ADVANCEMENT AND WIDENING AVAILABILITY OF BIOLOGICAL MEDICINE AROUND THE WORLD. SOUTHCOAST FOOD POLICY COUNCIL - BEGINNING IN 2020, ITS MISSION IS TO CONNECT, CONVENE, AND ADVOCATE FOR LOCAL FOOD PRODUCERS, CONSUMERS, AND COMMUNITY LEADERS WHO SEEK POLICY AND SYSTEMS THAT STRENGTHEN OUR REGIONAL FOOD SYSTEM, IMPROVE COMMUNITY HEALTH, AND ELIMINATE FOOD INSECURITY;CONNECTOR SERIES - BRINGS THOUGHT LEADERS FROM AROUND THE WORLD TO HELP SHARE IDEAS AND EXPAND THE IMPACT OF THEIR WORK, LOCALLY AND BEYOND. THESE EDUCATIONAL EVENTS TAKE PLACE THROUGHOUT THE YEAR AND HAVE FOCUSED ON HEALTH, SOCIAL JUSTICE, SUSTAINABILITY, RESPONSIBLE BUSINESS, AND INDIVIDUAL POTENTIAL; | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $248,946 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $20,125 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,498,422 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | 0 | 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 45 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | 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 | 0 | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGELA SILVA | PersonNm |
| Phone | 5087480816 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 SPRING STREET | AddressLine1Txt |
| City | MARION | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02738 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MARGHERITA BALDWIN | ||||||
| PRESIDENT (FORMER CLERK) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL BALDWIN | ||||||
| DIRECTOR (FORMER PRESIDENT) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN MANNIX | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOAN TIFFANY | ||||||
| CLERK | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA SULLIVAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ORSON WATSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MEGAN AMSLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREG WATSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH SMITH | ||||||
| DIRECTOR (THRU AUG 2021) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KERRY SALTONSTALL | ||||||
| DIRECTOR (BEG. JAN 2021) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH WILEY | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $113,451 | $0 | $7,575 | |
| ANGELA SILVA | ||||||
| DIRECTOR OF FINANCE AND OP | 40.00 | Yes (X) | $83,659 | $0 | $10,358 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $197,110 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $17,933 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STANTEC CONSULTING SERVICES INC | |||||
| 226 CAUSEWAY STREET 6TH FLOOR | BOSTON | MA | 021142155 | CONSULTING SERVICES | $151,588 |
| TOOLE DESIGN GROUP LLC | |||||
| 8484 GEORGIE AVENUE SUITE 800 | SILVER SPRING | MD | 20910 | CONSULTING SERVICES | $146,549 |
| KITTELSON & ASSOCIATES INC | |||||
| 50 CONGRESS STREET SUITE 935 | BOSTON | MA | 02109 | CONSULTING SERVICES | $145,317 |
| INNER LIGHT CONSULTANTS INC | |||||
| 305 NORTH LYNDON LANE | LOUISVILLE | KY | 40222 | CONSULTING SERVICES | $125,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $110,800 | GovernmentGrantsAmt |
| All Other Contributions | $1,648,628 | AllOtherContributionsAmt |
| Noncash Contributions | $162,092 | NoncashContributionsAmt |
| Total Contributions | $1,759,428 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $120,133 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $120,133 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $120,133 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,078 | TotalRevenueColumnAmt |
| Exclusion | $45,078 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,368,005 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,282,354 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $85,651 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $85,651 | TotalRevenueColumnAmt |
| Exclusion | $85,651 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,737 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $740 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $997 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $997 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,011,287 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $121,130 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $130,729 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,576 | TotalAmt |
| Program Services | $91,034 | ProgramServicesAmt |
| Management And General | $91,110 | ManagementAndGeneralAmt |
| Fundraising | $44,432 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,012 | TotalAmt |
| Program Services | $176,155 | ProgramServicesAmt |
| Management And General | $49,166 | ManagementAndGeneralAmt |
| Fundraising | $691 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,937 | TotalAmt |
| Program Services | $8,896 | ProgramServicesAmt |
| Management And General | $6,231 | ManagementAndGeneralAmt |
| Fundraising | $1,810 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,539 | TotalAmt |
| Program Services | $27,859 | ProgramServicesAmt |
| Management And General | $8,672 | ManagementAndGeneralAmt |
| Fundraising | $2,008 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,986 | TotalAmt |
| Program Services | $23,647 | ProgramServicesAmt |
| Management And General | $12,340 | ManagementAndGeneralAmt |
| Fundraising | $3,999 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,622 | TotalAmt |
| Management And General | $17,622 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,750 | TotalAmt |
| Program Services | $2,750 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $605 | TotalAmt |
| Management And General | $605 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,954 | TotalAmt |
| Program Services | $6,424 | ProgramServicesAmt |
| Management And General | $12,136 | ManagementAndGeneralAmt |
| Fundraising | $6,394 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,246 | TotalAmt |
| Program Services | $14,314 | ProgramServicesAmt |
| Management And General | $7,515 | ManagementAndGeneralAmt |
| Fundraising | $2,417 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,491 | TotalAmt |
| Program Services | $24,282 | ProgramServicesAmt |
| Management And General | $10,209 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,213 | TotalAmt |
| Program Services | $4,170 | ProgramServicesAmt |
| Management And General | $3,554 | ManagementAndGeneralAmt |
| Fundraising | $489 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $577,911 | TotalAmt |
| Program Services | $577,911 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,339 | TotalAmt |
| Program Services | $4,234 | ProgramServicesAmt |
| Management And General | $105 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,441 | TotalAmt |
| Program Services | $8,708 | ProgramServicesAmt |
| Management And General | $3,733 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROJECT EXPENSE | Desc |
| Total | $530,471 | TotalAmt |
| Program Services | $528,038 | ProgramServicesAmt |
| Management And General | $2,433 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,786,093 | TotalAmt |
| Program Services | $1,498,422 | ProgramServicesAmt |
| Management And General | $225,431 | ManagementAndGeneralAmt |
| Fundraising | $62,240 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306,728 | BOYAmt |
| EOY | $531,180 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,034 | BOYAmt |
| EOY | $224,271 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,383 | BOYAmt |
| EOY | $5,053 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,370 | BOYAmt |
| EOY | $12,527 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,359 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,371 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,988 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,240,888 | BOYAmt |
| EOY | $1,029,231 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,388 | BOYAmt |
| EOY | $8,259 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,722 | BOYAmt |
| EOY | $771 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,779,513 | BOYAmt |
| EOY | $1,815,280 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,288 | BOYAmt |
| EOY | $84,139 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,079 | BOYAmt |
| EOY | $167,696 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,800 | BOYAmt |
| EOY | $110,850 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $415,167 | BOYAmt |
| EOY | $362,685 | 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 | $419,874 | BOYAmt |
| EOY | $892,468 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $944,472 | BOYAmt |
| EOY | $560,127 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,364,346 | BOYAmt |
| EOY | $1,452,595 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,779,513 | BOYAmt |
| EOY | $1,815,280 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $225,194 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$87,888 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$49,057 | 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 | $1,693,505 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,979,669 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,483,370 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,412,349 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,759,428 | CurrentTaxYearAmt |
| Total | $9,328,321 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,693,505 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,979,669 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,483,370 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,412,349 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,759,428 | CurrentTaxYearAmt |
| Total | $9,328,321 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,014,038 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,314,283 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,493 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,019 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,338 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,286 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,078 | CurrentTaxYearAmt |
| Total | $189,214 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,517,535 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $614,483 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.55840 | PublicSupportCY170Pct |
| Public Support PY170 | 0.53370 | 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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,305 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,305 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,054 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,066 | DepreciationAmt |
| Book Value | $3,988 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,988 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,965,936 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$87,888 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $42,537 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$45,351 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,011,287 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,011,287 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,877,687 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $42,537 | DonatedServicesUseFcltsAmt |
| Losses Reported | $49,057 | LossesReportedAmt |
| Expenses Not Reported | $91,594 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,786,093 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,786,093 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. THE ORGANIZATION FILES AS A TAX-EXEMPT ORGANIZATION. |
| PART XI, LINE 2B - DONATED SERVICES AND USE OF FACILITIES: | VOLUNTEERS, INDIVIDUALS, AND OTHER ORGANIZATIONS MAY CONTRIBUTE GOODS AND SERVICES TO THE ORGANIZATION IN SUPPORT OF VARIOUS PROGRAMS. DONATED SERVICES ARE REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS BASED UPON THE ESTIMATED VALUE ASSIGNED TO THEM. DONATED SERVICES ARE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE SERVICES ENHANCE OR CREATE NONFINANCIAL ASSETS OR REQUIRE SPECIALIZED SKILLS, ARE PROVIDED BY INDIVIDUALS PROCESSING THOSE SKILLS, AND WOULD TYPICALLY NEED TO BE PURCHASED IF NOT PROVIDED BY DONATION. THE ORGANIZATION RECEIVED GOODS AND PROFESSIONAL LEGAL, INVESTMENT AND MANAGEMENT SERVICES AMOUNTING TO $42,537 AND $14,161 FOR 2021 AND 2020, RESPECTIVELY. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| ORSON WATSON | |||
| BOARD MEMBER | $52,500 | CONSULTANT FOR THE RELAY FUND PROJECT | 0 |
| BALDWIN BROTHERS LLC | |||
| BOARD MEMBER | $41,918 | RENT EXPENSE AND INVESTMENT EXPENSE | 0 |
Schedule M IRS990ScheduleM
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $162,092 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTORS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MICHAEL BALDWIN AND MARGHERITA BALDWIN HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 8B | NO COMMITTEES HAVE AUTHORITY TO ACT ON BEHALF OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY FOR REVIEW PRIOR TO FILING. AFTER THE REVIEW, ANY REVISIONS ARE COMMUNICATED TO THE RETURN PREPARER IN ORDER TO FINALIZE THE FORM 990 FOR FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FINANCE & AUDIT COMMITTEE WILL REVIEW THE ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENTS COMPLETED BY THE BOARD OF DIRECTORS IN ACCORDANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES AND PROCEDURES. THE COMMITTEE WILL MAKE A DETERMINATION AS TO THE DISPOSITION OF EACH CONFLICT, DETERMINING WHETHER THE CONFLICT DISQUALIFIES THE INDIVIDUAL FROM CONTINUING TO SERVE ON THE BOARD, OR IF ADDITIONAL ACTIONS BEYOND DISCLOSURE ARE REQUIRED TO COMPLY WITH THE CONFLICT OF INTEREST POLICY (E.G., COMPETITIVE BIDDING OR ENSURING THE INDIVIDUAL ABSTAINS FROM CERTAIN BOARD VOTES). THE COMMITTEE WILL MAKE A SUMMARY REPORT OF ALL DECLARED CONFLICTS AND THE COMMITTEE'S RECOMMENDED DISPOSITION TO THE FULL BOARD FOR APPROVAL. THE COMMITTEE WILL ALSO REVIEW AND MAKE A RECOMMENDATION TO THE BOARD CHAIRPERSON WITH REGARD TO ANY POTENTIAL VIOLATIONS OF THE CONFLICT OF INTEREST POLICY BY A DIRECTOR OR OFFICER, INCLUDING THE FAILURE TO DISCLOSE A POTENTIAL CONFLICT IN A TIMELY MANNER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS INCLUDES AN ANNUAL REVIEW OF THE INDIVIDUAL(S) SALARY. ANY CHANGES TO COMPENSATION OF KEY EMPLOYEES IS BASED ON WHAT IS APPROVED BY THE BOARD OR EXECUTIVE DIRECTOR FOR THE INDIVIDUAL(S). WAGE SURVEYS ARE USED AS A MEANS OF COMPARING COMPENSATION FOR SIMILARLY QUALIFIED INDIVIDUAL(S). THE BOARD OF DIRECTORS OF THE ORGANIZATION DO NOT RECEIVE COMPENSATION FROM THE ORGANIZATION. THE BOARD DETERMINES THE SALARY OF THE EXECUTIVE DIRECTOR. DOCUMENTATION OF THIS PROCESS IS INCLUDED IN THE HR EMPLOYEES FILES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | LOSS ON INVENTORY WRITE-OFF -49,057. |
| FORM 990, PART XII, LINE 2C: | THE INSTITUTE HAS NOT CHANGED ITS PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT DURING THE YEAR. |