NATIONAL INVESTMENT CENTER FOR SENIORS HOUSING & CARE INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL INVESTMENT CENTER FOR SENIORS HOUSING & CARE INC (EIN 52-1802714)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202223189349306507
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T11:00:31-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540737372 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PBMARES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 E PRATT STREET SUITE 525 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | 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 | 521802714 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL INVESTMENT CENTER FOR SENIORS | BusinessNameLine1Txt |
| Business Name Line2 | HOUSING & CARE INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 4102670504 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARK PLACE 450 | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAY BRAUN | PersonNm |
| Person Title | CEO AND PRESIDENT | PersonTitleTxt |
| Phone | 4102670504 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RAY | PersonFirstNm |
| Person Last | BRAUN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER N FRENCH CPA | PreparerPersonNm |
| PTIN | P00659678 | PTIN |
| Phone | 4106596200 | PhoneNum |
| Preparation | 2022-11-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RAY BRAUN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARK PLACE 450 | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,355,581 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NIC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | TO ENABLE THE ACCESS AND CHOICE OF AMERICA'S SENIORS IN THEIR HOUSING AND CARE BY PROVIDING DATA, ANALYTICS AND CONNECTIONS THAT BRING TOGETHER INVESTORS AND PROVIDERS IN THE SECTOR. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 63 | TotalEmployeeCnt |
| Total Volunteers | 140 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,514,436 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,451,206 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,840,812 | CYProgramServiceRevenueAmt |
| PY Investment Income | $34,233 | PYInvestmentIncomeAmt |
| CY Investment Income | $219 | CYInvestmentIncomeAmt |
| PY Other Revenue | $311 | PYOtherRevenueAmt |
| CY Other Revenue | $114 | CYOtherRevenueAmt |
| PY Total Revenue | $12,485,750 | PYTotalRevenueAmt |
| CY Total Revenue | $19,355,581 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $77,854 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $74,850 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,125,117 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,989,138 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,638,503 | PYOtherExpensesAmt |
| CY Other Expenses | $15,511,109 | CYOtherExpensesAmt |
| PY Total Expenses | $14,841,474 | PYTotalExpensesAmt |
| CY Total Expenses | $25,575,097 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,355,724 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$6,219,516 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,247,906 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,654,799 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,275,330 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,051,761 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,972,576 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $44,603,038 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ENABLE THE ACCESS AND CHOICE OF AMERICA'S SENIORS IN THEIR HOUSING AND CARE BY PROVIDING DATA, ANALYTICS AND CONNECTIONS THAT BRING TOGETHER INVESTORS AND PROVIDERS IN THE SECTOR. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $14,249,588 | ExpenseAmt |
| Revenue | $9,006,835 | RevenueAmt |
| Desc | NIC MAP VISION SUBSRIPTION SERVICE - REVENUE FROM SUBSCRIPTION TO NIC MAP VISION, WHICH PROVIDES TIME SERIES DATA ON OPERATIONAL AND FINANCIAL PERFORMANCE OF SENIORS HOUSING AND CARE PROPERTIES AND INFORMATION ON POPULATIONS BY GEOGRAPHY. NIC MAP VISION ADVANCES NIC'S CHARITABLE AND EDUCATIONAL MISSION TO MAKE SENIORS HOUSING AND CARE SETTINGS AND SERVICES AVAILABLE TO A GREATER PERCENTAGE OF AMERICA'S ELDERS BY PROVIDING INCREASED TRANSPARENCY FROM RELIABLE DATA AND ANALYTICS WHICH SERVE TO INCREASE THE AVAILABILITY OF CAPITAL AND TO COMPRESS THE COST OF CAPITAL FOR SENIORS HOUSING AND CARE ORGANIZATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,161,878 | ExpenseAmt |
| Revenue | $7,648,948 | RevenueAmt |
| Desc | NATIONAL CONFERENCE AND EDUCATIONAL EVENTS - CONFERENCES AND EDUCATIONAL EVENTS ARE HELD TO EXCHANGE INFORMATION RELATED TO THE ORGANIZATION'S EXEMPT PURPOSE. THE CONFERENCES AND EDUCATIONAL EVENTS ADVANCE NIC'S CHARITABLE AND EDUCATIONAL MISSION TO PROMOTE AVAILABILITY AND QUALITY OF HOUSING AND CARE FOR AMERICA'S ELDERS BY PROVIDING A FORUM FOR THE EXCHANGE OF DATA AND ANALYTICS WHICH COMPRESS THE COST OF CAPITAL FOR SENIORS HOUSING AND CARE ORGANIZATIONS, PROMOTE EDUCATION ON THE CRITICAL ROLE OF OPERATIONS AND OPERATORS IN THE QUALITY AND SUCCESS OF SENIORS HOUSING AND CARE, AND PROVIDE A FORUM FOR THE DEVELOPMENT OF LEADERS IN SENIORS HOUSING AND CARE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,602,599 | ExpenseAmt |
| Grant | $74,850 | GrantAmt |
| Revenue | $185,143 | RevenueAmt |
| Desc | RESEARCH SERVICES - REVENUE RECEIVED FROM SUPPORT OF RESEARCH PROJECTS, RESEARCH STUDIES, AND SPONSORSHIPS OF RESEARCH PUBLICATIONS. NIC'S RESEARCH ADVANCES NIC'S CHARITABLE AND EDUCATIONAL MISSION BY INCREASING TRANSPARENCY, ENABLING ACCESS AND CHOICE FOR AMERICA'S ELDERS, ENCOURAGING LEADERSHIP DEVELOPMENT, AND FOSTERING INNOVATION IN SENIORS HOUSING AND CARE. DURING 2021, NIC FUNDED AN ANALYSIS BY NORC AT THE UNIVERSITY OF CHICAGO (NORC) FUNDED BY NIC WHICH IDENTIFIED THAT 51% OF U.S. SENIOR LIVING FACILITIES EXPERIENCED NO COVID-19 DEATHS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $24,014,065 | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 63 | 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAY BRAUN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4102670504 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARK PLACE SUITE 450 | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| LUCINDA BAIER | ||||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN BARLOW | ||||||||
| BOARD VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JACK CALLISON | ||||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT CHAPIN | ||||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| TIM FOX | ||||||||
| BOARD ASSISTANT TREASURER | 0.40 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| KAI HSIAO | ||||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| JUSTIN HUTCHENS | ||||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN INSOFT | ||||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| IMRAN JAVAID | ||||||||
| BOARD TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| BRIAN JURUTKA | ||||||||
| PRESIDENT AND CEO | 50.00 | Yes (X) | $338,976 | $0 | $39,812 | Yes (X) | ||
| LYNNE KATZMANN | ||||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| MERCEDES KERR | ||||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT KRAMER | ||||||||
| FOUNDER AND ADVISOR | 20.00 | Yes (X) | $292,609 | $0 | $37,709 | |||
| KELSEY MELLARD | ||||||||
| BOARD ASSISTANT SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| KURT READ | ||||||||
| BOARD CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JOHN RIJOS | ||||||||
| BOARD SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MATTHEW RUARK | ||||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN SCHMIDT | ||||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH SEGARNICK | ||||||||
| EX-OFFICIO, OAB REPRESENTATIVE | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS TAYLOR | ||||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES HARRY | ||||||||
| CHIEF OPERATING OFFICER | 50.00 | $270,498 | $0 | $21,964 | Yes (X) | |||
| PRISCILLA HAMMETT | ||||||||
| SR DIRECTOR, FINANCE & ADMIN | 50.00 | $160,468 | $0 | $26,398 | Yes (X) | |||
| ELIZABETH MACE | ||||||||
| CHIEF ECONOMIST | 50.00 | $262,699 | $0 | $10,445 | Yes (X) | |||
| LAURIE TOMKO | ||||||||
| SR DIRECTOR, CORP COMM & MKTG | 50.00 | $141,153 | $0 | $33,451 | Yes (X) | |||
| LEIGH ANNA GERAGHTY | ||||||||
| MANAGER, MARKETING & SALES TECHNOLOGY | 40.00 | $123,347 | $0 | $35,391 | Yes (X) | |||
| WILLIAM KAUFFMAN | ||||||||
| SR. PRINCIPAL RESEARCH | 40.00 | $132,445 | $0 | $33,236 | Yes (X) | |||
| JILL BLIMLINE | ||||||||
| DIRECTOR EVENTS OPERATIONS | 50.00 | $131,328 | $0 | $13,860 | Yes (X) | |||
| LANA PECK | ||||||||
| SR. PRINCIPAL RESEARCH | 40.00 | $119,229 | $0 | $34,439 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,972,752 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $286,705 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MARRIOTT MARQUIS HOUSTON | |||||
| 1777 WALKER ST | HOUSTON | TX | 77010 | FALL CONFERENCE | $1,391,180 |
| NIXON PEABODY | |||||
| 53 STATE ST | BOSTON | MA | 02109 | LEGAL SERVICES | $551,406 |
| ASCENTO CAPITAL | |||||
| 745 FIFTH AVE STE 500 | NEW YORK | NY | 10151 | PROFESSIONAL SERVICES | $510,000 |
| CIGNA HEALTH | |||||
| DEPT 59 | DENVER | CO | 80291 | HEALTH INSURANCE | $491,410 |
| CSI WASHINGTON DC | |||||
| 6402 ARLINGTON BLVD STE 400 | FALLS CHURCH | VA | 22042 | EVENT PLANNERS | $368,017 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 19 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,292,466 | GovernmentGrantsAmt |
| All Other Contributions | $221,970 | AllOtherContributionsAmt |
| Total Contributions | $2,514,436 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MAP INCOME | 541519 | $9,006,835 | $9,006,835 |
| CONFERENCES AND EVENTS | 541519 | $7,648,834 | $7,648,834 |
| RESEARCH INCOME | 541519 | $185,143 | $185,143 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,840,812 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $219 | TotalRevenueColumnAmt |
| Exclusion | $219 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REFUNDS | Desc |
| Business | 541519 | BusinessCd |
| Total Revenue Column | $114 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $114 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $114 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,355,581 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,840,926 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $219 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,850 | TotalAmt |
| Program Services | $74,850 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,433,253 | TotalAmt |
| Program Services | $1,106,968 | ProgramServicesAmt |
| Management And General | $326,285 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,125,598 | TotalAmt |
| Program Services | $6,736,279 | ProgramServicesAmt |
| Management And General | $389,319 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,988 | TotalAmt |
| Program Services | $98,008 | ProgramServicesAmt |
| Management And General | $12,980 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $739,389 | TotalAmt |
| Program Services | $683,693 | ProgramServicesAmt |
| Management And General | $55,696 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $579,910 | TotalAmt |
| Program Services | $524,144 | ProgramServicesAmt |
| Management And General | $55,766 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581,527 | TotalAmt |
| Program Services | $558,071 | ProgramServicesAmt |
| Management And General | $23,456 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,022 | TotalAmt |
| Program Services | $5,000 | ProgramServicesAmt |
| Management And General | $86,022 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,750,961 | TotalAmt |
| Program Services | $2,568,217 | ProgramServicesAmt |
| Management And General | $182,744 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $688,700 | TotalAmt |
| Program Services | $688,700 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $701,666 | TotalAmt |
| Program Services | $675,789 | ProgramServicesAmt |
| Management And General | $25,877 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,234,238 | TotalAmt |
| Program Services | $2,214,448 | ProgramServicesAmt |
| Management And General | $19,790 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $369,973 | TotalAmt |
| Program Services | $307,570 | ProgramServicesAmt |
| Management And General | $62,403 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,219 | TotalAmt |
| Program Services | $177,818 | ProgramServicesAmt |
| Management And General | $8,401 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,882,818 | TotalAmt |
| Program Services | $2,866,004 | ProgramServicesAmt |
| Management And General | $16,814 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,740 | TotalAmt |
| Program Services | $371,500 | ProgramServicesAmt |
| Management And General | $17,240 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,374,604 | TotalAmt |
| Program Services | $4,166,200 | ProgramServicesAmt |
| Management And General | $208,404 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,649 | TotalAmt |
| Program Services | $38,012 | ProgramServicesAmt |
| Management And General | $35,637 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $107,158 | $103,047 | $4,111 |
| BAD DEBT EXPENSE | $49,747 | $49,747 | |
| TAXES AND LICENSES | $30,087 | $30,087 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,575,097 | TotalAmt |
| Program Services | $24,014,065 | ProgramServicesAmt |
| Management And General | $1,561,032 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,269,392 | BOYAmt |
| EOY | $6,351,371 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,916 | BOYAmt |
| EOY | $2,227,322 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,821 | BOYAmt |
| EOY | $258,288 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,725,195 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,495,294 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,234,470 | BOYAmt |
| EOY | $9,229,901 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,080,693 | BOYAmt |
| EOY | $2,136,036 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $34,851,501 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,180,614 | BOYAmt |
| EOY | $600,380 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,247,906 | BOYAmt |
| EOY | $55,654,799 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $635,087 | BOYAmt |
| EOY | $1,262,162 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $519,830 | BOYAmt |
| EOY | $5,424,751 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,196,401 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,120,413 | BOYAmt |
| EOY | $1,168,447 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,275,330 | BOYAmt |
| EOY | $11,051,761 | 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 | $2,972,576 | BOYAmt |
| EOY | $44,603,038 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,972,576 | BOYAmt |
| EOY | $44,603,038 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,247,906 | BOYAmt |
| EOY | $55,654,799 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$6,219,516 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,849,978 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $45,000,000 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $30,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $2,514,436 | CurrentTaxYearAmt |
| Total | $2,544,436 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,412,984 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,388,294 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,706,528 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,451,206 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,840,812 | CurrentTaxYearAmt |
| Total | $83,799,824 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,412,984 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,388,294 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,736,528 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,451,206 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,355,248 | CurrentTaxYearAmt |
| Total | $86,344,260 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $50,000 | CurrentTaxYearAmt |
| Total | $50,000 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $50,000 | CurrentTaxYearAmt |
| Total | $50,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $86,294,260 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,993 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $88,004 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,826 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,233 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $219 | CurrentTaxYearAmt |
| Total | $315,275 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,993 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $88,004 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,826 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,233 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $219 | CurrentTaxYearAmt |
| Total | $315,275 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $114 | CurrentTaxYearAmt |
| Total | $114 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,463,977 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,476,298 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,878,354 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,485,439 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,355,581 | CurrentTaxYearAmt |
| Total | $86,659,649 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99580 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99570 | PublicSupportPY509Pct |
| Investment Income CY | 0.00360 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00430 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 | $1,036,558 | OtherCostOrOtherBasisAmt |
| Depreciation | $216,696 | DepreciationAmt |
| Book Value | $819,862 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,342,849 | OtherCostOrOtherBasisAmt |
| Depreciation | $195,212 | DepreciationAmt |
| Book Value | $1,147,637 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,345,788 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,083,386 | DepreciationAmt |
| Book Value | $7,262,402 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,229,901 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION PAYABLE | $298,272 |
| DEFERRED RENT LIABILITY | $870,175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,168,447 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS A NON-PROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. CONTRIBUTIONS TO THE ORGANIZATION QUALIFY FOR A CHARITABLE CONTRIBUTION DEDUCTION. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. THE ORGANIZATION HAD NO NET UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020. FASB ASC 740, INCOME TAXES, PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION'S MANAGEMENT HAS EVALUATED THE IMPACT OF THIS GUIDANCE TO ITS FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS FROM THE DATE THE RETURNS ARE FILED. THE ORGANIZATION'S POLICY IS TO CLASSIFY INCOME TAX RELATED INTEREST AND PENALTIES, IN INTEREST EXPENSE AND OTHER EXPENSES, RESPECTIVELY. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| THE MILKEN INSTITUTE | ||||||||
| 1250 FOURTH ST | SANTA MONICA | CA | 90401 | 954240775 | 501(C)(3) | $50,000 | $0 | SCHOLARSHIP FUND |
| REAL ESTATE RESEARCH INSTITUTE | ||||||||
| 100 PEARL ST | HARTFORD | CT | 06103 | 133415691 | 501(C)(3) | $6,000 | $0 | RESEARCH SPONSORSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIAN JURUTKA | ||||||||||||||
| PRESIDENT AND CEO | $338,976 | $0 | $0 | $0 | $0 | $0 | $8,700 | $0 | $31,112 | $0 | $378,788 | $0 | $0 | $0 |
| ROBERT KRAMER | ||||||||||||||
| FOUNDER AND ADVISOR | $292,609 | $0 | $0 | $0 | $0 | $0 | $8,700 | $0 | $29,009 | $0 | $330,318 | $0 | $0 | $0 |
| CHARLES HARRY | ||||||||||||||
| CHIEF OPERATING OFFICER | $270,498 | $0 | $0 | $0 | $0 | $0 | $8,250 | $0 | $13,714 | $0 | $292,462 | $0 | $0 | $0 |
| ELIZABETH MACE | ||||||||||||||
| CHIEF ECONOMIST | $262,699 | $0 | $0 | $0 | $0 | $0 | $7,875 | $0 | $2,570 | $0 | $273,144 | $0 | $0 | $0 |
| PRISCILLA HAMMETT | ||||||||||||||
| SR DIRECTOR, FINANCE & ADMIN | $160,468 | $0 | $0 | $0 | $0 | $0 | $4,960 | $0 | $21,438 | $0 | $186,866 | $0 | $0 | $0 |
| LAURIE TOMKO | ||||||||||||||
| SR DIRECTOR, CORP COMM & MKTG | $141,153 | $0 | $0 | $0 | $0 | $0 | $4,500 | $0 | $28,951 | $0 | $174,604 | $0 | $0 | $0 |
| WILLIAM KAUFFMAN | ||||||||||||||
| SR. PRINCIPAL RESEARCH | $132,445 | $0 | $0 | $0 | $0 | $0 | $4,198 | $0 | $29,038 | $0 | $165,681 | $0 | $0 | $0 |
| LEIGH ANNA GERAGHTY | ||||||||||||||
| MANAGER, MARKETING & SALES TECHNOLOG | $123,347 | $0 | $0 | $0 | $0 | $0 | $4,017 | $0 | $31,374 | $0 | $158,738 | $0 | $0 | $0 |
| LANA PECK | ||||||||||||||
| SR. PRINCIPAL RESEARCH | $119,229 | $0 | $0 | $0 | $0 | $0 | $3,893 | $0 | $30,546 | $0 | $153,668 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 5 | FormAndLineReferenceDesc |
| Explanation | SOME EMPLOYEES ARE PAID COMMISSIONS BASED ON SALES IN ADDITION TO SALARY BASE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | THE NIC MAP SUBSCRIPTION SERVICE HAS BEEN MOVED TO NIC MAP VISION, LLC, OF WHICH NIC OWNS 57% AND WHICH IS CONSOLIDATED IN THIS RETURN. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE AND EXECUTIVE COMMITTEE OF THE BOARD REVIEWS FORM 990 PRIOR TO SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST TO NIC'S BOARD OR A COMMITTEE THEREOF. NIC'S CONFLICT OF INTEREST POLICY AND AN ANNUAL STATEMENT AFFIRMING RECEIPT OF THE POLICY AND THE INDIVIDUAL'S AGREEMENT TO COMPLY ARE SENT TO THE DIRECTORS AND OFFICERS FOR COMPLETION UPON BEING ELECTED OR APPOINTED AS A DIRECTOR OR OFFICER, AND ANNUALLY THEREAFTER. ALL CONFLICT OF INTEREST DISCLOSURES ARE REVIEWED BY NIC'S EXECUTIVE COMMITTEE. THOSE INDIVIDUALS DETERMINED TO HAVE AN ACTUAL CONFLICT OF INTEREST WITH RESPECT TO A PARTICULAR TRANSACTION OR DECISION ARE REQUIRED TO RECUSE THEMSELVES FROM DISCUSSION AND VOTING ON SUCH TRANSACTION OR DECISION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THERE IS A COMPENSATION COMMITTEE OF THE BOARD THAT REVIEWS AND RECOMMENDS SALARIES & BENEFITS ON AN ANNUAL BASIS FOR THE CEO, PRESIDENT & OTHER KEY EMPLOYEES OF THE ORGANIZATION IN DETERMINING SUCH COMPENSATION. THE COMMITTEE RETAINS THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT. THIS CONSULTANT CONDUCTS A COMPENSATION STUDY ON A FREQUENCY NOT GREATER THAN EVERY 5 YEARS WHICH INCLUDED SALARIES AND BENEFITS FOR SIMILAR POSITIONS WITH OTHER NON PROFIT ORGANIZATIONS BASED ON REVIEW OF THEIR FORM 990S AND OTHER RESEARCH. THE COMPENSATION COMMITTEE WORKED WITH THE ORGANIZATION'S OUTSIDE ATTORNEY TO DEVELOP A WRITTEN EMPLOYMENT CONTRACT FOR THE PRESIDENT AND CEO. THESE CONTRACTS WERE APPROVED BY THE COMPENSATION COMMITTEE AND EXECUTIVE COMMITTEE OF THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACTOR FEES: PROGRAM SERVICE EXPENSES 203,643. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 203,643. DATA COLLECTION FEES: PROGRAM SERVICE EXPENSES 244,590. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 244,590. EVENT SUPPORT: PROGRAM SERVICE EXPENSES 350,152. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 350,152. OTHER SUPPORT SERVICES: PROGRAM SERVICE EXPENSES 603,579. MANAGEMENT AND GENERAL EXPENSES 67,772. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 671,351. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 53,180. MANAGEMENT AND GENERAL EXPENSES 17,936. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 71,116. SPEAKER FEES: PROGRAM SERVICE EXPENSES 215,302. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 215,302. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 25,421. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,421. RECRUITING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 18,074. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,074. HR SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 78,962. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 78,962. FEES FROM NIC MAP TRANSACTION: PROGRAM SERVICE EXPENSES 869,350. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 869,350. MARKETING SERVICES: PROGRAM SERVICE EXPENSES 3,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,000. |
| FORM 990, PART XI, LINE 9: | NIC MAP VISION 57% INVESTMENT 25,650,000. NIC MAP VISION 43% INVESTMENT FOR MINORITY OWNER 19,350,000. |
| FORM 990, PART XII, LINE 2C: | THERE HAS BEEN NO CHANGE IN THE OVERSIGHT PROCESS OR SELECTION PROCESS FROM PRIOR YEARS. |
| FORM 990, PART IX, STATEMENT OF FUNCTIONAL EXPENSES | THE ORGANIZATION RECEIVED EMPLOYEE RETENTION CREDIT. OFFICER COMPENSATION AND OTHER SALARIES AND WAGES HAVE BEEN REDUCED BY THE AMOUNT OF THE CREDIT. |
| FORM 990, PART X, BALANCE SHEET, LINE 27 | THE ORGANIZATION OWNS 57% OF NIC MAP VISION AND THEREFORE THE FINANCIAL STATEMENTS ARE REPORTED ON A CONSOLIDATED BASIS. THE NON-CONTROLLING OWNERSHIP INTEREST OF THE OTHER INVESTOR IS $29,571,876 AND IS INCLUDED IN NET ASSETS WITHOUT DONOR RESTRICTIONS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NIC HOLDCO LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARK PLACE | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861657902 | EIN |
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Total Income | -$2,461,738 | TotalIncomeAmt |
| End Of Year Assets | $29,571,876 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NIC | BusinessNameLine1Txt |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NIC MAP VISION LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5430 WADE PARK BLVD 400 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861706626 | EIN |
| Primary Activities | DATA FOR SENIORS HOUSING AND CARE SECTOR | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Share Of Total Income | -$2,461,738 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $29,571,876 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.57000 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R, PART I AND II | FormAndLineReferenceDesc |
| Explanation | NIC HOLDCO LLC OWNS 57% OF NIC MAP VISION | ExplanationTxt |
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