LUCY BURNS INSTITUTE INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LUCY BURNS INSTITUTE INC (EIN 20-8036372)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202203139349300520
- Schema version
- 2021v4.0
- 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 | 2022-11-09T09:27:40-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381910111 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS MI INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7171 STADIUM DR | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 490094943 | 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 | 208036372 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCY BURNS INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUCY | BusinessNameControlTxt |
| Phone | 6082550688 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8383 GREENWAY BLVD SUITE 600 | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53562 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GWEN BEATTIE | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Phone | 6082550688 | PhoneNum |
| Signature | 2022-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GWEN | PersonFirstNm |
| Person Last | BEATTIE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RHONDA L NEWMAN | PreparerPersonNm |
| PTIN | P00047726 | PTIN |
| Phone | 2693817600 | PhoneNum |
| Preparation | 2022-11-08 | PreparationDt |
| 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 | GWEN BEATTIE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8383 GREENWAY BLVD STE 600 | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53562 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,584,157 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LUCYBURNS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE LUCY BURNS INSTITUTE IS TO EMPOWER OUR AUDIENCE TO ENGAGE IN DEMOCRACY BY DELIVERING EXCEPTIONALLY HIGH QUALITY INFORMATION. WE STRIVE TO EQUIP OUR READERS WITH INFORMATION SO THAT IT CAN BE USED IN POSITIVE, POWERFUL, AND UNFORESEEN WAYS. INFORMED VOTERS ARE THE FOUNDATION OF DEMOCRACY AND POSITIVE CHANGE STARTS WITH THEM. WE BELIEVE THAT THE ONLINE ENVIRONMENT IS AN EXTRAORDINARY OPPORTUNITY TO REACH VOTERS WITH COMPREHENSIVE FACTS, INFORMATION, AND CONTEXT. WITH YOUR HELP, WE HAVE CREATED AND CONTINUE TO BUILD BALLOTPEDIA, THE ENCYCLOPEDIA OF AMERICAN POLITICS. WITH MORE THAN 355,000 ORIGINAL ARTICLES, BALLOTPEDIAS GOAL IS TO INFORM PEOPLE ABOUT POLITICS BY PROVIDING ACCURATE AND OBJECTIVE INFORMATION ABOUT POLITICS AT ALL LEVELS OF GOVERNMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 94 | TotalEmployeeCnt |
| Total Volunteers | 56 | TotalVolunteersCnt |
| Total Gross UBI | $217,983 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $184,687 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,416,690 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,191,551 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,086,380 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,167,197 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,972 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,830 | CYInvestmentIncomeAmt |
| PY Other Revenue | $562,707 | PYOtherRevenueAmt |
| CY Other Revenue | $221,579 | CYOtherRevenueAmt |
| PY Total Revenue | $8,077,749 | PYTotalRevenueAmt |
| CY Total Revenue | $6,584,157 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,521,099 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,569,721 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $577,635 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,784,448 | PYOtherExpensesAmt |
| CY Other Expenses | $1,563,697 | CYOtherExpensesAmt |
| PY Total Expenses | $6,305,547 | PYTotalExpensesAmt |
| CY Total Expenses | $6,133,418 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,772,202 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $450,739 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,815,559 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,314,081 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $298,822 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $353,490 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,516,737 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,960,591 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE LUCY BURNS INSTITUTE IS TO EMPOWER OUR AUDIENCE TO ENGAGE IN DEMOCRACY BY DELIVERING EXCEPTIONALLY HIGH QUALITY INFORMATION. WE STRIVE TO EQUIP OUR READERS WITH INFORMATION SO THAT IT CAN BE USED IN POSITIVE, POWERFUL, AND UNFORESEEN WAYS. INFORMED VOTERS ARE THE FOUNDATION OF DEMOCRACY AND POSITIVE CHANGE STARTS WITH THEM. WE BELIEVE THAT THE ONLINE ENVIRONMENT IS AN EXTRAORDINARY OPPORTUNITY TO REACH VOTERS WITH COMPREHENSIVE FACTS, INFORMATION, AND CONTEXT. WITH YOUR HELP, WE HAVE CREATED AND CONTINUE TO BUILD BALLOTPEDIA, THE ENCYCLOPEDIA OF AMERICAN POLITICS. WITH MORE THAN 355,000 ORIGINAL ARTICLES, BALLOTPEDIAS GOAL IS TO INFORM PEOPLE ABOUT POLITICS BY PROVIDING ACCURATE AND OBJECTIVE INFORMATION ABOUT POLITICS AT ALL LEVELS OF GOVERNMENT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $5,041,934 | ExpenseAmt |
| Revenue | $1,167,197 | RevenueAmt |
| Desc | THE INSTITUTE MAINTAINS BALLOTPEDIA, WHICH IS THE ONLINE ENCYCLOPEDIA OF AMERICAN POLITICS AND ELECTIONS. OUR GOAL IS TO INFORM PEOPLE ABOUT POLITICS BY PROVIDING ACCURATE AND OBJECTIVE INFORMATION ABOUT POLITICS AT ALL LEVELS OF GOVERNMENT. WE ARE FIRMLY COMMITTED TO FACTUALITY. BALLOTPEDIA COVERS LOCAL, STATE AND FEDERAL POLITICS. OUR CONTENT INCLUDES NEUTRAL, ACCURATE, AND VERIFIABLE INFORMATION ON GOVERNMENT OFFICIALS AND THE OFFICES THEY HOLD, POLITICAL ISSUES AND PUBLIC POLICY, ELECTIONS, CANDIDATES, AND THE INFLUENCERS OF POLITICS. BALLOTPEDIA CURRENTLY HAS OVER 355,000 ENCYCLOPEDIC ARTICLES. | Desc |
| Total Program Service Expenses | $5,041,934 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 44 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 94 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | 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 | 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 | 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 | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLY RINDFLEISCH | PersonNm |
| Phone | 6084442826 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8383 GREENWAY BLVD STE 600 | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53562 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Key EmployeeKeyEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| ALISON PRANGE | ||||||||
| VP EXT RELAT | 40.00 | Yes (X) | $188,577 | $0 | $71 | |||
| LESLIE GRAVES | ||||||||
| PRESIDENT/CE | 40.00 | $172,250 | $0 | $59 | Yes (X) | |||
| GWEN BEATTIE | ||||||||
| COO | 40.00 | $115,308 | $0 | $71 | Yes (X) | |||
| TOMAS REITZ | ||||||||
| LEAD DEVELOP | 40.00 | $113,500 | $0 | $71 | Yes (X) | |||
| MEGHANN OLSHEFSKI | ||||||||
| DIRECTOR-OPE | 40.00 | $97,833 | $0 | $71 | Yes (X) | |||
| SARA KEY | ||||||||
| EXTERNAL RLT | 0.00 | $83,731 | $0 | $71 | Yes (X) | |||
| MIKE BARNHART | ||||||||
| CHAIRMAN | 1.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| TIM DUNN | ||||||||
| VICE CHAIRMA | 1.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| TODD GRAVES | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DAN LILJENQUIST | ||||||||
| SECRETARY | 1.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| STEVEN NEMEROVSKI | ||||||||
| TREASURER | 1.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| ANA ZABLAH-MONROE | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $771,199 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $414 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $5,191,551 | AllOtherContributionsAmt |
| Total Contributions | $5,191,551 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRODUCT SALES | Desc |
| Total Revenue Column | $1,167,197 | TotalRevenueColumnAmt |
| Exclusion | $1,167,197 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,167,197 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,830 | TotalRevenueColumnAmt |
| Exclusion | $3,830 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| ADVERTISING | 541800 | $217,983 | $217,983 | |
| OTHER | $3,596 | $3,596 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $221,579 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,584,157 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $217,983 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,174,623 | 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 | $469,121 | TotalAmt |
| Program Services | $209,305 | ProgramServicesAmt |
| Management And General | $112,211 | ManagementAndGeneralAmt |
| Fundraising | $147,605 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,351,274 | TotalAmt |
| Program Services | $3,115,485 | ProgramServicesAmt |
| Management And General | $138,051 | ManagementAndGeneralAmt |
| Fundraising | $97,738 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,994 | TotalAmt |
| Program Services | $386,908 | ProgramServicesAmt |
| Management And General | $37,255 | ManagementAndGeneralAmt |
| Fundraising | $14,831 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,332 | TotalAmt |
| Program Services | $273,421 | ProgramServicesAmt |
| Management And General | $20,055 | ManagementAndGeneralAmt |
| Fundraising | $16,856 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $858,307 | TotalAmt |
| Program Services | $587,896 | ProgramServicesAmt |
| Management And General | $74,425 | ManagementAndGeneralAmt |
| Fundraising | $195,986 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239 | TotalAmt |
| Program Services | $15 | ProgramServicesAmt |
| Management And General | $224 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,281 | TotalAmt |
| Program Services | $40,635 | ProgramServicesAmt |
| Management And General | $22,344 | ManagementAndGeneralAmt |
| Fundraising | $59,302 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,093 | TotalAmt |
| Program Services | $289,171 | ProgramServicesAmt |
| Management And General | $28,683 | ManagementAndGeneralAmt |
| Fundraising | $7,239 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,111 | TotalAmt |
| Program Services | $86,366 | ProgramServicesAmt |
| Management And General | $3,667 | ManagementAndGeneralAmt |
| Fundraising | $28,078 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,443 | TotalAmt |
| Management And General | $32,443 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STAFF DEVELOPMENT | $42,604 | $40,479 | $2,125 | |
| UNRELATED BUS INC TAX | $40,000 | $40,000 | ||
| PROFESSIONAL ASSOCIATIONS | $12,333 | $1,575 | $758 | $10,000 |
| MISCELLANEOUS | $12,286 | $10,678 | $1,608 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,133,418 | TotalAmt |
| Program Services | $5,041,934 | ProgramServicesAmt |
| Management And General | $513,849 | ManagementAndGeneralAmt |
| Fundraising | $577,635 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $932,551 | BOYAmt |
| EOY | $392,354 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,569 | BOYAmt |
| EOY | $23,144 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,382 | BOYAmt |
| EOY | $79,581 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,697,057 | BOYAmt |
| EOY | $3,819,002 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,815,559 | BOYAmt |
| EOY | $4,314,081 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,252 | BOYAmt |
| EOY | $353,490 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,570 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $298,822 | BOYAmt |
| EOY | $353,490 | 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 | $3,506,059 | BOYAmt |
| EOY | $3,683,690 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,678 | BOYAmt |
| EOY | $276,901 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,516,737 | BOYAmt |
| EOY | $3,960,591 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,815,559 | BOYAmt |
| EOY | $4,314,081 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $450,739 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,885 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $4,975,138 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,201,501 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,675,662 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,416,690 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,191,551 | CurrentTaxYearAmt |
| Total | $24,460,542 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,975,138 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,201,501 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,675,662 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,416,690 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,191,551 | CurrentTaxYearAmt |
| Total | $24,460,542 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,486,964 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,973,578 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,871 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,521 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,127 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,669 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,830 | CurrentTaxYearAmt |
| Total | $76,018 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $53,393 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $115,323 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $150,433 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $528,316 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $188,283 | CurrentTaxYearAmt |
| Total | $1,035,748 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $2,086,380 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,167,197 | CurrentTaxYearAmt |
| Total | $3,253,577 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $28,825,885 | TotalSupportAmt |
| Public Support CY170 | 0.76230 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76940 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME 2,086,380 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Rev Etc Audited Fincl Stmt | $6,577,272 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$6,885 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$6,885 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,584,157 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $6,584,157 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,133,418 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $6,133,418 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $6,133,418 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|
| ALISON PRANGE | |||||
| VP EXT RELATIONS | $143,077 | $38,500 | $7,000 | $71 | $188,648 |
| LESLIE GRAVES | |||||
| PRESIDENT/CEO | $151,000 | $14,250 | $7,000 | $59 | $172,309 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COLIN O'KEEFE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SON OF CEO | RelationshipDescriptionTxt |
| Transaction | $75,000 | TransactionAmt |
| Transaction | 1099 COMPENSATION | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE MISSION OF THE LUCY BURNS INSTITUTE IS TO EMPOWER OUR AUDIENCE TO ENGAGE IN DEMOCRACY BY DELIVERING EXCEPTIONALLY HIGH QUALITY INFORMATION. WE STRIVE TO EQUIP OUR READERS WITH INFORMATION SO THAT IT CAN BE USED IN POSITIVE, POWERFUL, AND UNFORESEEN WAYS. INFORMED VOTERS ARE THE FOUNDATION OF DEMOCRACY AND POSITIVE CHANGE STARTS WITH THEM. WE BELIEVE THAT THE ONLINE ENVIRONMENT IS AN EXTRAORDINARY OPPORTUNITY TO REACH VOTERS WITH COMPREHENSIVE FACTS, INFORMATION, AND CONTEXT. WITH YOUR HELP, WE HAVE CREATED AND CONTINUE TO BUILD BALLOTPEDIA, THE ENCYCLOPEDIA OF AMERICAN POLITICS. WITH MORE THAN 355,000 ORIGINAL ARTICLES, BALLOTPEDIAS GOAL IS TO INFORM PEOPLE ABOUT POLITICS BY PROVIDING ACCURATE AND OBJECTIVE INFORMATION ABOUT POLITICS AT ALL LEVELS OF GOVERNMENT. |
| FORM 990, PAGE 6, PART VI, LINE 2 | LESLIE GRAVES SARA KEY PRES/CEO EXT RLTN MGR FAMILY |
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 IS PREPARED JOINTLY BY THE BOARD PRESIDENT, MISSION FIRST OPERATIONS AND AN INDEPENDENT CPA FIRM. AFTER THE BOARD PRESIDENT'S REVIEW AND APPROVAL OF THE COMPLETED FORM 990 COPIES ARE ELECTRONICALLY SENT TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AND REFERENCE. |
| FORM 990, PAGE 6, PART VI, LINE 12C | AN ANNUAL REVIEW IS CONDUCTED TO ASCERTAIN THAT PERSONS TO WHOM THE CONFLICT OF INTEREST POLICY APPLIES HAVE DISCLOSED INTERESTS THAT COULD GIVE RISE TO CONFLICTS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE COMPENSATION OF THE CEO, AND ANY ENACTED CHANGES TO IT, INCLUDING BONUSES, ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 17 | MARYLAND, MAINE, MICHIGAN, MINNESOTA, MISSISSIPPI, NORTH CAROLINA, NORTH DAKOTA, NEW HAMPSHIRE, NEW JERSEY, NEW MEXICO, NEW YORK, OHIO, OKLAHOMA, OREGON, PENNSYLVANIA, RHODE ISLAND, SOUTH CAROLINA, TENNESSEE, UTAH, VIRGINIA, WASHINGTON, WISCONSIN, WEST VIRGINIA |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ARTICLES OF INCORPORATION ARE PUBLICLY AVAILABLE THROUGH THE WISCONSIN DEPARTMENT OF FINANCIAL INSTITUTIONS. THE GOVERNING DOCUMENTS, FORM 1023 AND ANNUAL FORMS 990 ARE AVAILABLE IN THE ORGANIZATION'S OFFICE BY PRIOR APPOINTMENT. |
| FORM 990, PART IX, LINE 11G | CONTRACT SERVICES 587,896 0 195,986 PROFESSIONAL SERVICES 0 54,673 0 PAYROLL SERVICE FEES 0 19,752 0 TOTAL 587,896 74,425 195,986 |
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