OKLAHOMA COUNCIL OF PUBLIC AFFAIRS INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- OKLAHOMA COUNCIL OF PUBLIC AFFAIRS INC (EIN 73-1436375)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-21
- IRS object ID
- 202212949349301306
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-21T11:23:30-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814809786 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBEE CLARK PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 NW 63RD ST STE 5000 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | 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 | 731436375 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA COUNCIL OF PUBLIC AFFAIRS | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OKLA | BusinessNameControlTxt |
| Phone | 4056021667 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 N LINCOLN BLVD | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN S SMALL II | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4056021667 | PhoneNum |
| Signature | 2022-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JONATHAN | PersonFirstNm |
| Person Last | SMALL | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOPE D WEBER | PreparerPersonNm |
| PTIN | P02229836 | PTIN |
| Phone | 4052327777 | PhoneNum |
| Preparation | 2022-10-21 | 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 | JONATHAN S SMALL II | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 N LINCOLN BLVD | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,089,532 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OCPATHINK.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE THE FLOURISHING OF THE PEOPLE OF OKLAHOMA BY ADVANCING PRINCIPLES AND POLICIES THAT SUPPORT FREE ENTERPRISE, LIMITED GOVERNMENT, PERSONAL RESPONSIBILITY, AND INDIVIDUAL INITIATIVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 18 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $4,086,701 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,003,238 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,569 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,736 | CYInvestmentIncomeAmt |
| PY Other Revenue | $83,025 | PYOtherRevenueAmt |
| CY Other Revenue | -$47,099 | CYOtherRevenueAmt |
| PY Total Revenue | $4,171,295 | PYTotalRevenueAmt |
| CY Total Revenue | $3,957,875 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $63,716 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,842,911 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,232,124 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $708,732 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,961,347 | PYOtherExpensesAmt |
| CY Other Expenses | $1,703,939 | CYOtherExpensesAmt |
| PY Total Expenses | $4,867,974 | PYTotalExpensesAmt |
| CY Total Expenses | $3,936,063 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$696,679 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $21,812 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,769,406 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,389,386 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,188,809 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,797,070 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,580,597 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,592,316 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROMOTE THE FLOURISHING OF THE PEOPLE OF OKLAHOMA BY ADVANCING PRINCIPLES AND POLICIES THAT SUPPORT FREE ENTERPRISE, LIMITED GOVERNMENT, PERSONAL RESPONSIBILITY, AND INDIVIDUAL INITIATIVE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,953,268 | ExpenseAmt |
| Desc | ACTIVITIES AND RESOURCES DEVOTED TO THE PROVISION OF RELEVANT INFORMATION TO THE GENERAL PUBLIC CONCERNING PUBLIC POLICY ISSUES AFFECTING OKLAHOMA CITIZENS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $156,418 | ExpenseAmt |
| Desc | RESEARCH AND PUBLICATIONS DEVOTED TO THE PROVISION OF RELEVANT INFORMATION TO THE GENERAL PUBLIC CONCERNING PUBLIC POLICY ISSUES AFFECTING OKLAHOMA CITIZENS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $117,952 | ExpenseAmt |
| Desc | FEARS FELLOWSHIP DEDICATED TO EDUCATING OKLAHOMANS ON PUBLIC POLICY ISSUES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $331,159 | ExpenseAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $331,159 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $2,558,797 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | 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 | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | 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 | Yes (true) | 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 | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | 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 | 35 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 18 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | 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 | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBEE CLARK PLLC | PersonNm |
| Phone | 4052327777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 NW 63RD STREET | AddressLine1Txt |
| Address Line2 | SUITE 5000 | AddressLine2Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| JONATHAN S SMALL II | ||||||||
| PRESIDENT | 59.00 | Yes (X) | $277,114 | $0 | $0 | |||
| RACHEL HAYS ROBERTS | ||||||||
| EXECUTIVE VI | 50.00 | $155,813 | $0 | $0 | Yes (X) | |||
| DAVID BOND | ||||||||
| VICE PRES. A | 50.00 | $142,900 | $0 | $0 | Yes (X) | |||
| BRADON DUTCHER | ||||||||
| SENIOR VICE | 50.00 | $125,500 | $0 | $0 | Yes (X) | |||
| GLENN ASHMORE | ||||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | |||
| MAJOR GENERAL RET LEE J BAXTE | ||||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | |||
| DOUGLAS BEALL | ||||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | |||
| SUSAN BERGEN | ||||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | |||
| JOHN A BROCK | ||||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | |||
| LARRY BROWN | ||||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | |||
| ANN FELTON GILLILAND | ||||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | |||
| LLOYD NOBLE II | ||||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | |||
| JOHN A HENRY III | ||||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | |||
| TOM MCCASLAND III | ||||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | |||
| W CAREY JOHNSON | ||||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | |||
| WILLIAM WARNOCK JR | ||||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT KANE | ||||||||
| SECRETARY | 0.25 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| BRIAN KRAFFT | ||||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | |||
| DAVID MCLAUGHLIN | ||||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | |||
| ANDREW OSTER | ||||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | |||
| LARRY PARMAN | ||||||||
| CHAIRMAN | 0.25 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| BILL PRICE | ||||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | |||
| PATRICK T ROONEY | ||||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | |||
| KEITH SMITH | ||||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | |||
| CHARLES M SUBLETT | ||||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | |||
| MOLLY WEHRENBERG | ||||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | |||
| DARYL WOODARD | ||||||||
| TRUSTEE | 0.25 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $701,327 | TotalReportableCompFromOrgAmt |
| 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 |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE BOPP LAW FIRM | |||||
| 1 SOUTH SIXTH STREET | TERRE HAUTE | IN | 47807 | LEGAL SERVICES | $573,812 |
| SPENCER FANE LLP | |||||
| PO BOX 872037 | KANSAS CITY | MO | 64187 | LEGAL SERVICES | $203,195 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $560,841 | FundraisingAmt |
| Government Grants | $291,444 | GovernmentGrantsAmt |
| All Other Contributions | $3,150,953 | AllOtherContributionsAmt |
| Total Contributions | $4,003,238 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,736 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,736 | RelatedOrExemptFuncIncomeAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,731 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,731 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $52,599 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $52,599 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,599 | TotalRevenueColumnAmt |
| Exclusion | $52,599 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $560,841 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $131,657 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$131,657 | TotalRevenueColumnAmt |
| Exclusion | -$65,829 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| OTHER INCOME | $9,929 | $9,929 |
| MISCELLANEOUS INCOME | $1,299 | $1,299 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,228 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,957,875 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,695 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$13,230 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $432,927 | TotalAmt |
| Program Services | $259,756 | ProgramServicesAmt |
| Management And General | $72,729 | ManagementAndGeneralAmt |
| Fundraising | $100,442 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,212,282 | TotalAmt |
| Program Services | $727,369 | ProgramServicesAmt |
| Management And General | $181,842 | ManagementAndGeneralAmt |
| Fundraising | $303,071 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,543 | TotalAmt |
| Program Services | $70,526 | ProgramServicesAmt |
| Management And General | $17,631 | ManagementAndGeneralAmt |
| Fundraising | $29,386 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,366 | TotalAmt |
| Program Services | $210,219 | ProgramServicesAmt |
| Management And General | $52,555 | ManagementAndGeneralAmt |
| Fundraising | $87,592 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,006 | TotalAmt |
| Program Services | $71,403 | ProgramServicesAmt |
| Management And General | $17,851 | ManagementAndGeneralAmt |
| Fundraising | $29,752 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $843,661 | TotalAmt |
| Program Services | $751,688 | ProgramServicesAmt |
| Management And General | $91,973 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,000 | TotalAmt |
| Management And General | $22,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,794 | TotalAmt |
| Program Services | $40,794 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,997 | TotalAmt |
| Program Services | $2,998 | ProgramServicesAmt |
| Management And General | $400 | ManagementAndGeneralAmt |
| Fundraising | $599 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,712 | TotalAmt |
| Program Services | $5,551 | ProgramServicesAmt |
| Management And General | $12,848 | ManagementAndGeneralAmt |
| Fundraising | $2,313 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,119 | TotalAmt |
| Program Services | $5,013 | ProgramServicesAmt |
| Management And General | $43,017 | ManagementAndGeneralAmt |
| Fundraising | $2,089 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,282 | TotalAmt |
| Management And General | $50,282 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,821 | TotalAmt |
| Program Services | $20,767 | ProgramServicesAmt |
| Fundraising | $2,054 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,586 | TotalAmt |
| Management And General | $23,586 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,655 | TotalAmt |
| Program Services | $70,593 | ProgramServicesAmt |
| Management And General | $17,648 | ManagementAndGeneralAmt |
| Fundraising | $29,414 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,855 | TotalAmt |
| Program Services | $8,913 | ProgramServicesAmt |
| Management And General | $2,228 | ManagementAndGeneralAmt |
| Fundraising | $3,714 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RESEARCH AND PUBLICATIONS | $189,424 | $156,418 | $6,601 | $26,405 |
| FEARS FELLOWS | $117,952 | $117,952 | ||
| EVENTS | $64,097 | $19,575 | $44,522 | |
| DIRECT MAIL | $43,518 | $43,518 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,466 | TotalAmt |
| Program Services | $38,837 | ProgramServicesAmt |
| Management And General | $35,768 | ManagementAndGeneralAmt |
| Fundraising | $3,861 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,936,063 | TotalAmt |
| Program Services | $2,558,797 | ProgramServicesAmt |
| Management And General | $668,534 | ManagementAndGeneralAmt |
| Fundraising | $708,732 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $721,609 | BOYAmt |
| EOY | $1,317,071 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,548 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,447,967 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,377,200 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,047,794 | BOYAmt |
| EOY | $4,070,767 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,769,406 | BOYAmt |
| EOY | $5,389,386 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,204 | BOYAmt |
| EOY | $138,126 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,010,501 | BOYAmt |
| EOY | $1,345,121 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$5,896 | BOYAmt |
| EOY | $313,823 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,188,809 | BOYAmt |
| EOY | $1,797,070 | 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 | $3,022,606 | BOYAmt |
| EOY | $3,226,295 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $557,991 | BOYAmt |
| EOY | $366,021 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,580,597 | BOYAmt |
| EOY | $3,592,316 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,769,406 | BOYAmt |
| EOY | $5,389,386 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $21,812 | ReconcilationRevenueExpnssAmt |
| 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 |
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 | $2,365,295 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,985,039 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,083,216 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,086,701 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,871,581 | CurrentTaxYearAmt |
| Total | $15,391,832 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,365,295 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,985,039 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,083,216 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,086,701 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,871,581 | CurrentTaxYearAmt |
| Total | $15,391,832 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,703,048 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,688,784 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,856 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,329 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,552 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,569 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,066 | CurrentTaxYearAmt |
| Total | $113,372 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $505,728 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $107,301 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $680 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $83,025 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,228 | CurrentTaxYearAmt |
| Total | $707,962 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $16,213,166 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $33,695 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.84430 | PublicSupportCY170Pct |
| 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 | 707,962 | 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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $82,932 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $59,067 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $141,999 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,067,720 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,209,719 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $360,486 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $90,122 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $263,227 | CurrentYearMinus3Amt |
| Current Year Minus2 | $306,433 | CurrentYearMinus2Amt |
| Current Year Minus1 | $399,620 | CurrentYearMinus1Amt |
| Current Year | $360,486 | CurrentYearAmt |
| Total | $1,329,766 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,994,649 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $124,465 | CurrentYearMinus3Amt |
| Current Year Minus2 | $148,876 | CurrentYearMinus2Amt |
| Current Year Minus1 | $124,476 | CurrentYearMinus1Amt |
| Current Year | $141,999 | CurrentYearAmt |
| Total | $539,816 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $65,807 | CurrentYearMinus3Amt |
| Current Year Minus2 | $76,608 | CurrentYearMinus2Amt |
| Current Year Minus1 | $99,905 | CurrentYearMinus1Amt |
| Current Year | $90,122 | CurrentYearAmt |
| Total | $332,442 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $498,663 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $64,283 | CurrentYearMinus3Amt |
| Current Year Minus2 | $60,632 | CurrentYearMinus2Amt |
| Current Year Minus1 | $70,077 | CurrentYearMinus1Amt |
| Current Year | $82,932 | CurrentYearAmt |
| Total | $277,924 | TotalAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,147,114 | OtherCostOrOtherBasisAmt |
| Book Value | $1,147,114 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,885,795 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,377,200 | DepreciationAmt |
| Book Value | $2,508,595 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $265,277 | OtherCostOrOtherBasisAmt |
| Book Value | $265,277 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $141,281 | OtherCostOrOtherBasisAmt |
| Book Value | $141,281 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,062,267 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED EXPENSES | $285,740 |
| CURRENT PORTION OF LONG-TERM DEBT, | $28,083 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $313,823 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $3,957,875 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $3,957,875 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $3,957,875 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,936,063 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $3,936,063 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $3,936,063 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CITIZENSHIP AWA | Event1Nm |
| Gross Receipts Event1 | $328,671 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $328,671 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $65,829 | OtherDirectExpensesEvent1Amt |
| Event2 | LIBERTY GALA | Event2Nm |
| Gross Receipts Event2 | $232,170 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $232,170 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $65,828 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $560,841 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $560,841 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $131,657 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $131,657 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$131,657 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|
| JONATHAN S SMALL II | ||
| PRESIDENT | $277,114 | $277,114 |
| RACHEL HAYS ROBERTS | ||
| EXECUTIVE VICE PRES. | $155,813 | $155,813 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (5 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan To OrganizationLoanToOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| SUSAN BERGEN | |||||||
| TRUSTEE | MORTGAGE FOR REAL PROPERTY | Yes (X) | $1,035,000 | $970,121 | false | Yes (true) | Yes (true) |
| LARRY BROWN | |||||||
| TRUSTEE | LOAN FOR ADDITIONAL EXPENSES | Yes (X) | $150,000 | $150,000 | false | Yes (true) | Yes (true) |
| JOHN A HENRY III | |||||||
| TRUSTEE | LOAN FOR ADDITIONAL EXPENSES | Yes (X) | $100,000 | $100,000 | false | Yes (true) | Yes (true) |
| GLENN ASHMORE | |||||||
| TRUSTEE | LOAN FOR ADDITIONAL EXPENSES | Yes (X) | $75,000 | $75,000 | false | Yes (true) | Yes (true) |
| MARIANNE ROONEY | |||||||
| FAMILY OF TRUSTEE | LOAN FOR ADDITIONAL EXPENSES | Yes (X) | $50,000 | $50,000 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $1,345,121 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS PROVIDED TO THE PRESIDENT, THE FINANCE COMMITTEE, AND FULL BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE CONFLICT OF INTEREST POLICY FOR THE ORGANIZATION COVERS INTERESTED PER SONS INCLUDING OFFICERS, TRUSTEES, OR MEMBERS OF A COMMITTEE THAT HAVE A D IRECT OR INDIRECT FINANCIAL INTEREST. THE INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF A CONFLICT OF INTEREST AND ALL MATERIAL FACTS TO THE BOAR D OR MEMBERS OF A COMMITTEE CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF TRUSTEES REVIEWS THE COMPENSATION AND BONUSES FOR THE PRESIDE NT. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE BOARD OF TRUSTEES CONSIDERS THE RECOMMENDATIONS OF THE PRESIDENT AND C OMPARES THE RECOMMENDATIONS TO THE RANGES OF COMPARABLE SALARIES AND COMPE NSATION FOR SIMILAR ORGANIZATIONS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | IN ADDITION TO THE DOCUMENTS REQUIRED BY LAW, THE ORGANIZATION WILL VOLUNT ARILY MAKE THE FOLLOWING DOCUMENTS AVAILABLE UPON REQUEST: A. CERTIFICATE OF INCORPORATION, AS FILED B. BY-LAWS AND C. CONFLICT OF INTEREST POLICY. |
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