CIVIL SOCIETY INSTITUTE INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CIVIL SOCIETY INSTITUTE INC (EIN 04-3272715)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202233199349303243
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

FieldValueIRS element (for citing)
Return2022-11-15T08:44:48-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN475422543PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KENNETH FREED & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1400 WEST CUMMINGS PARK SUITE 5850AddressLine1Txt
CityWOBURNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP018017238ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043272715EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CIVIL SOCIETY INSTITUTE INCBusinessNameLine1Txt
Business Name Line2C/O STANTON & COMPANYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCIVIBusinessNameControlTxt
Phone7819331744PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 W CUMMINGS PARK 5850AddressLine1Txt
CityWOBURNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01801ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAM SOLOPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7819331744PhoneNum
Signature2022-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPAMPersonFirstNm
Person LastSOLOPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES HULBERT JR CPAPreparerPersonNm
PTINP01253253PTIN
Phone6174241100PhoneNum
Preparation2022-11-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPAM SOLOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O STANTON CO 400 W CUMMINGS PKAddressLine1Txt
Address Line25850AddressLine2Txt
CityWOBURNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01801ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$385,514GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CIVILSOCIETYINSTITUTE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO PROMOTE THE ROLE OF A CIVIL SOCIETYActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers3TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$339,000PYContributionsGrantsAmt
CY Contributions Grants$345,000CYContributionsGrantsAmt
PY Program Service Revenue$42,000PYProgramServiceRevenueAmt
CY Program Service Revenue$40,000CYProgramServiceRevenueAmt
PY Investment Income$191,125PYInvestmentIncomeAmt
CY Investment Income$514CYInvestmentIncomeAmt
PY Other Revenue$8,638PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$580,763PYTotalRevenueAmt
CY Total Revenue$385,514CYTotalRevenueAmt
PY Grants And Similar Paid$94,500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$189,765CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$276,618PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$271,043CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$28,426CYTotalFundraisingExpenseAmt
PY Other Expenses$511,373PYOtherExpensesAmt
CY Other Expenses$418,219CYOtherExpensesAmt
PY Total Expenses$882,491PYTotalExpensesAmt
CY Total Expenses$879,027CYTotalExpensesAmt
PY Revenues Less Expenses-$301,728PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$493,513CYRevenuesLessExpensesAmt
Total Assets BOY$2,503,744TotalAssetsBOYAmt
Total Assets EOY$2,134,667TotalAssetsEOYAmt
Total Liabilities BOY$76,624TotalLiabilitiesBOYAmt
Total Liabilities EOY$75,840TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,427,120NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,058,827NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE INSTITUTE WAS FOUNDED WITH A MISSION TO SUPPORT THE SECTORS OF THE CIVIL SOCIETY AT THE LOCAL AND INTERNATIONAL LEVELS BY PROMOTING COMMUNITY DEVELOPMENT EFFORTS, HUMAN AND CIVIL RIGHTS, AND SOCIAL AND ECONOMIC EQUITY. THE INSTITUTE PROMOTES INTERNATIONAL PEACE AND SUSTAINABLE DEVELOPMENT THROUGH SEVERAL PROGRAM ACTIVITIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$698,408ExpenseAmt
Grant$189,765GrantAmt
DescTHE ORGANIZATION FOCUSES ON RESEARCH, WRITING AND EDUCATION ON ISSUES HAVING TO DO WITH CIVIC ENGAGEMENT, SOCIAL SCIENCE RESEARCH ON PUBLIC OPINION ON NATIONAL AND INTERNATIONAL ISSUES, LEADERSHIP AND PROBLEM SOLVING. ALSO, WATER POLICIES AND RENEWABLE ENERGY CONTINUE TO BE AREAS OF RESEARCH AND WRITING. TO ACCOMPLISH THESE OBJECTIVES, IN ADDITION TO OTHER OPERATING COSTS, THE ORGANIZATION MADE GRANTS TO 12 ORGANIZATIONS.Desc
Total Program Service Expenses$698,408TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PAM SOLO CO STANTON & COBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7819331744PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 W CUMMINGS PK 5850AddressLine1Txt
CityWOBURNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01801ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
FRANK SMITH
DIRECTOR1.00Yes (X)$0$0$0
JOHN VAN RENS
DIRECTOR1.00Yes (X)$0$0$0
PAM SOLO
PRESIDENT & EXEC. DIRECTOR40.00$220,000$0$35,238Yes (X)
GAIL PRESSBERG
TREASURER/CLERK/SECRETARY1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$220,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$35,238TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
GUIDEHOUSE INC
4511 PAYSPHERE CIRCLECHICAGOIL60674CONSULTING$120,000
ANDREA CAMP
15 N BEAUMONT AVENUECANTONSVILLEMD21228CONSULTING$103,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Related Organizations$10,000RelatedOrganizationsAmt
All Other Contributions$335,000AllOtherContributionsAmt
Total Contributions$345,000TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescCONSULTINGDesc
Business541610BusinessCd
Total Revenue Column$40,000TotalRevenueColumnAmt
Related Or Exempt Func Income$40,000RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$40,000TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$514TotalRevenueColumnAmt
Exclusion$514ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$385,514TotalRevenueColumnAmt
Related Or Exempt Func Income$40,000RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$514ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$189,765TotalAmt
Program Services$189,765ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$255,238TotalAmt
Program Services$191,429ProgramServicesAmt
Management And General$38,285ManagementAndGeneralAmt
Fundraising$25,524FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,761TotalAmt
Program Services$2,820ProgramServicesAmt
Management And General$565ManagementAndGeneralAmt
Fundraising$376FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$12,044TotalAmt
Program Services$9,033ProgramServicesAmt
Management And General$1,807ManagementAndGeneralAmt
Fundraising$1,204FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$67,454TotalAmt
Management And General$67,454ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,793TotalAmt
Management And General$2,793ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$311,315TotalAmt
Program Services$295,075ProgramServicesAmt
Management And General$16,240ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$13,548TotalAmt
Program Services$369ProgramServicesAmt
Management And General$13,179ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,648TotalAmt
Program Services$6,167ProgramServicesAmt
Management And General$1,659ManagementAndGeneralAmt
Fundraising$822FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,163TotalAmt
Management And General$2,163ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,000TotalAmt
Program Services$3,750ProgramServicesAmt
Management And General$750ManagementAndGeneralAmt
Fundraising$500FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
PRINTING & POSTAGE$5,691$5,691
DUES & SUBSCRIPTIONS$1,607$1,607

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$879,027TotalAmt
Program Services$698,408ProgramServicesAmt
Management And General$152,193ManagementAndGeneralAmt
Fundraising$28,426FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$528,387BOYAmt
EOY$152,858EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,969,443BOYAmt
EOY$1,967,223EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$10,000EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$3,113EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$619EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$24,397LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$23,543LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,854BOYAmt
EOY$854EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$60BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,503,744BOYAmt
EOY$2,134,667EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$76,624BOYAmt
EOY$75,840EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$76,624BOYAmt
EOY$75,840EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,427,120BOYAmt
EOY$2,058,827EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,427,120BOYAmt
EOY$2,058,827EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,503,744BOYAmt
EOY$2,134,667EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$493,513ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$125,220OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$276,691CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$361,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$60,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$339,000CurrentTaxYearMinus1YearAmt
Current Tax Year$345,000CurrentTaxYearAmt
Total$1,381,691TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$276,691CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$361,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$60,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$339,000CurrentTaxYearMinus1YearAmt
Current Tax Year$345,000CurrentTaxYearAmt
Total$1,381,691TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$738,844SubstantialContributorsTotAmt
Public Support Total170$642,847PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$76,781CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$82,220CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$68,006CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,448CurrentTaxYearMinus1YearAmt
Current Tax Year$514CurrentTaxYearAmt
Total$237,969TotalAmt
FieldValueIRS element (for citing)
Total Support$1,619,660TotalSupportAmt
Gross Receipts Rltd Activities$112,000GrossReceiptsRltdActivitiesAmt
Public Support CY1700.39690PublicSupportCY170Pct
Public Support PY1700.24060PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$879,027FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$879,027FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$156,854FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$39,214FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$243,537CurrentYearMinus3Amt
Current Year Minus2$179,463CurrentYearMinus2Amt
Current Year Minus1$157,374CurrentYearMinus1Amt
Current Year$156,854CurrentYearAmt
Total$737,228TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$1,105,842LobbyingCeilingAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$60,884CurrentYearMinus3Amt
Current Year Minus2$44,866CurrentYearMinus2Amt
Current Year Minus1$39,344CurrentYearMinus1Amt
Current Year$39,214CurrentYearAmt
Total$184,308TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$276,462GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$24,397OtherCostOrOtherBasisAmt
Depreciation$23,543DepreciationAmt
Book Value$854BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$854TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE INSTITUTE'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE INSTITUTE'S OPEN AUDIT PERIODS ARE 2018-2021. MANAGEMENT BELIEVES ITS SIGNIFICANT TAX POSITIONS ARE 1) THE TREATMENT OF THE INSTITUTE AS A TAX-EXEMPT ENTITY, 2) THE CLASSIFICATION OF INCOME AS TAX-EXEMPT, RELATED OR EXEMPT FUNCTION INCOME AND 3) THE DETERMINATION THAT THERE IS NO UNRELATED TAXABLE BUSINESS INCOME. AS OF DECEMBER 31, 2021, MANAGEMENT EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS REQUIRING ACCOUNTING RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS. MANAGEMENT DOES NOT BELIEVE ITS EVALUATION OF TAX POSITIONS WILL SIGNIFICANTLY CHANGE WITHIN TWELVE MONTHS OF DECEMBER 31, 2021. ANY CHANGES IN TAX POSITIONS WILL BE RECORDED WHEN THE ULTIMATE OUTCOME BECOMES KNOWN. THE INSTITUTE BELIEVES THEIR ESTIMATES ARE APPROPRIATE BASED ON CURRENT FACTS AND CIRCUMSTANCES.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxt
MAYA EDUCATIONAL FOUNDATION INC
PO BOX 1483WELLFLEETMA02667030335159501(C)(3)$82,000$0CASH = FMVGENERAL OPERATING AND SUPPORT
BOSTON THEATER COMPANY INC
PO BOX 301997JAMAICA PLAINMA02130461190476501(C)(3)$10,400$0CASH = FMVGENERAL OPERATING AND SUPPORT
VITAL IMPACTS
400 W BROADWAY ST STE 101 243MISSOULAMT59802871543337501(C)(3)$5,020$0CASH = FMVGENERAL OPERATING AND SUPPORT
TRURO CENTER FOR THE ARTS AT CASTLE HILL INC
PO BOX 756TRUROMA02666237187427501(C)(3)$6,500$0CASH = FMVGENERAL OPERATING AND SUPPORT
ROCKY MOUNTAIN INSTITUTE
2490 JUNCTION PLACE STE 200BOULDERCO80301742244146501(C)(3)$80,000$0CASH = FMVGENERAL OPERATING AND SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE INSTITUTE REQUIRES THAT EACH ORGANIZATION RECEIVING A GRANT PROVIDE THE INSTITUTE WITH PERIODIC REPORTS DEMONSTRATING THE USE OF THE FUNDS AND THE OBJECTIVES ACHIEVED.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonPAM SOLOPersonNm
TitlePRESIDENT & EXEC. DIRECTORTitleTxt
Base Compensation Filing Org$220,000BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$30,840DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$4,398NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$255,238TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 990 IS NOT REVIEWED BY THE ENTIRE BOARD. THE BOARD'S PRESIDENT AND EXECUTIVE DIRECTOR IS GIVEN THE RESPONSIBILITY OF REVIEWING AND APPROVING THE FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE INSTITUTE'S BOARD REVIEWS TRANSACTIONS AGAINST LIST OF DISCLOSED CONFLICTS TO ENSURE THAT POTENTIAL CONFLICTS WILL BE AVOIDED.
FORM 990, PART VI, SECTION B, LINE 15ATHE INSTITUTE'S BOARD OBTAINED SALARY FIGURES FROM REGIONAL AND NATIONAL NONPROFIT ORGANIZATIONS AND FOUNDATIONS TO SET THE INITIAL COMPENSATION OF ITS EXECUTIVE DIRECTOR AND KEY EMPLOYEES. THE RESULTS OF THE STUDY WERE THEN REVIEWED BY THE INSTITUTE'S CPA TO PROVIDE AN INDEPENDENT PERSPECTIVE ON THE OVERALL COMPENSATION STRUCTURE. ANNUALLY, THE BOARD REVIEWS AND APPROVES COMPENSATION FOR THE INSTITUTE'S EXECUTIVE DIRECTOR AND KEY EMPLOYEES.
FORM 990, PART VI, SECTION C, LINE 18A COPY OF FORM 990 IS FILED ANNUALLY WITH MASSACHUSSETS ATTORNEY GENERAL'S OFFICE. AS PART OF THEIR PROCEDURE, THE DOCUMENT IS SCANNED AND MADE AVAILABLE TO THE PUBLIC. ADDITIONALLY, A REPRODUCTION OF THE RETURN CAN BE FOUND ON GUIDESTAR'S WEBSITE. FINALLY, COPIES OF ORGANIZATIONAL DOCUMENTS CAN BE REQUESTED DIRECTLY FROM THE ORGANIZATION'S MANAGEMENT BY CONTACTING THEM AT THEIR OFFICE.
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GCONSULTING: PROGRAM SERVICE EXPENSES 295,075. MANAGEMENT AND GENERAL EXPENSES 500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 295,575. PENSION ADMINISTRATION COSTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 15,740. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,740.
FORM 990, PART XI, LINE 9:RETURN OF UNSUSED GRANT EXPENDITURE 125,220.
SCHEDULE R, PART V, LINE 2, COLUMN (D)ALL ITEMS REPORTED REFLECT ACTUAL CASH TRANSFERS AND, THEREFORE, REPRESENT ACTUAL FAIR VALUE AT TIME OF TRANSFER.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1THE LUCRETIA FUND INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O STANTON CO 400 W CUMMINGS PK 58AddressLine1Txt
CityWOBURNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01801ZIPCd
FieldValueIRS element (for citing)
EIN043322483EIN
Primary ActivitiesTO PROMOTE CIVIL SOCIETYPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 12A, IPublicCharityStatusTxt
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1THE LUCRETIA FUND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$10,000InvolvedAmt
Method Of Amount DeterminationSEE SCHEDULE O FOR EXPLANATIONMethodOfAmountDeterminationTxt

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