NATIONAL INVESTMENT CENTER FOR SENIORS HOUSING & CARE INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL INVESTMENT CENTER FOR SENIORS HOUSING & CARE INC (EIN 52-1802714)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-22
- IRS object ID
- 202102659349300800
- Schema version
- 2020v4.1
- 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 | 2021-09-22T06:40:41-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 NO 450 | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN JURUTKA | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4102670504 | PhoneNum |
| Signature | 2021-09-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRIAN | PersonFirstNm |
| Person Last | JURUTKA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD LEVEY | PreparerPersonNm |
| PTIN | P01467848 | PTIN |
| Phone | 4106596200 | PhoneNum |
| Preparation | 2021-09-20 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRIAN JURUTKA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARK PLACE NO 450 | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,485,750 | 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 | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 67 | TotalEmployeeCnt |
| Total Volunteers | 140 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $30,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,706,528 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,451,206 | CYProgramServiceRevenueAmt |
| PY Investment Income | $93,669 | PYInvestmentIncomeAmt |
| CY Investment Income | $34,233 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,316 | PYOtherRevenueAmt |
| CY Other Revenue | $311 | CYOtherRevenueAmt |
| PY Total Revenue | $19,833,513 | PYTotalRevenueAmt |
| CY Total Revenue | $12,485,750 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $139,600 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $77,854 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,729,417 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,125,117 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,081,944 | PYOtherExpensesAmt |
| CY Other Expenses | $8,638,503 | CYOtherExpensesAmt |
| PY Total Expenses | $20,950,961 | PYTotalExpensesAmt |
| CY Total Expenses | $14,841,474 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,117,448 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,355,724 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,626,818 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,247,906 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,298,518 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,275,330 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,328,300 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,972,576 | NetAssetsOrFundBalancesEOYAmt |
| 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 | 0 | SignificantChangeInd |
| Expense | $5,691,670 | ExpenseAmt |
| Revenue | $6,627,559 | RevenueAmt |
| Desc | MARKET AREA PROFILES SUBSCRIPTION SERVICE - NIC INDUSTRY DATA REVENUE RECEIVED FROM MAP, WHICH PROVIDES HISTORICAL TIME SERIES DATA ON AGGREGATED OPERATIONAL AND FINANCIAL PERFORMANCE OF SENIORS HOUSING AND CARE FACILITIES. MAP 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 | $5,517,621 | ExpenseAmt |
| Revenue | $5,694,293 | RevenueAmt |
| Desc | NATIONAL CONFERENCE AND EDUCATIONAL EVENTS - CONFERENCES AND EDUCATIONAL EVENTS ARE HELD TO EXCHANGE INFORMATION RELATED TO NIC'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 PUBLICATION 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 | $1,960,429 | ExpenseAmt |
| Grant | $77,854 | GrantAmt |
| Revenue | $129,354 | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $13,169,720 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 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 | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 67 | 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 | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | 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 | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN JURUTKA | 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 (31 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT KRAMER | ||||||||
| FOUNDER AND ADVISOR | 25.00 | Yes (X) | $1,143,273 | $0 | $35,082 | |||
| BRIAN JURUTKA | ||||||||
| PRESIDENT AND CEO | 50.00 | Yes (X) | $538,879 | $0 | $37,596 | Yes (X) | ||
| CHARLES HARRY | ||||||||
| CHIEF OPERATING OFFICER | 50.00 | $407,039 | $0 | $19,949 | Yes (X) | |||
| ELIZABETH MACE | ||||||||
| CHIEF ECONOMIST | 40.00 | $397,800 | $0 | $10,589 | Yes (X) | |||
| DANIEL RANEY | ||||||||
| DIRECTOR PRODUCT AND TECH | 52.00 | $217,207 | $0 | $31,819 | Yes (X) | |||
| PRISCILLA HAMMETT | ||||||||
| SR DIRECTOR, FINANCE & ADMIN | 42.00 | $191,311 | $0 | $25,263 | Yes (X) | |||
| AMBER JACOBS | ||||||||
| NIC MAP SALES DIRECTOR | 55.00 | $181,769 | $0 | $6,746 | Yes (X) | |||
| WILLIAM KAUFFMAN | ||||||||
| SR. PRINCIPAL RESEARCH | 50.00 | $158,424 | $0 | $31,187 | Yes (X) | |||
| JILL GATELY | ||||||||
| DIRECTOR EVENTS OPERATIONS | 50.00 | $156,057 | $0 | $13,926 | Yes (X) | |||
| NATASHA MCGRATH | ||||||||
| DIRECTOR HR | 40.00 | $146,668 | $0 | $14,127 | Yes (X) | |||
| LANA PECK | ||||||||
| SR. PRINCIPAL REASEARCH | 50.00 | $143,535 | $0 | $28,006 | Yes (X) | |||
| KURT READ | ||||||||
| BOARD CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JACK CALLISON | ||||||||
| BOARD VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| TIM FOX | ||||||||
| BOARD TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JOHN RIJOS | ||||||||
| BOARD SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| SUSAN BARLOW | ||||||||
| BOARD ASSISTANT SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| KENNETH SEGARNICK | ||||||||
| EX-OFFICIO, OAB REPRESENTATIVE | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| LUCIDA BAIER | ||||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN BECKWITH | ||||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| DAVE BOITANO | ||||||||
| BOARD MEMBER - LEFT 5/13/20 | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA HAUSWALD | ||||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| KAI HSIAO | ||||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN INSOFT | ||||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| IMRAN JAVAID | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MERCEDES KERR | ||||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| MIKE MCCURRY | ||||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY MILLER | ||||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| DAVID NASH | ||||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW RUARK | ||||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS TAYLOR | ||||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JUSTIN HUTCHENS | ||||||||
| BOARD MEMBER | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,681,962 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $254,290 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | 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 INTERNATIONAL INC | |||||
| 900 W TRADE STREET | CHARLOTTE | NC | 28202 | SPRING CONFERENCE | $965,379 |
| PROMATURA GROUP | |||||
| 19 CR 168 | OXFORD | MS | 38655 | PROFESSIONAL SERVICES | $732,231 |
| STEELCASE | |||||
| 901 44TH STREET SE | GRAND RAPIDS | MI | 49508 | CONFERENCE SERVICES | $512,507 |
| NIXON PEABODY | |||||
| 53 STATE ST | BOSTON | MA | 02109 | LEGAL SERVICES | $368,017 |
| MCCABE MESSAGE PARTNERS | |||||
| 1825 CONNECTICUT AVE NW STE 300 | WASHINGTON | DC | 20009 | MARKETING SERVICES | $255,437 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MAP INCOME | 900099 | $6,627,559 | $6,627,559 |
| CONFERENCES AND EVENTS | 900099 | $5,694,293 | $5,694,293 |
| RESEARCH INCOME | 900099 | $129,354 | $129,354 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,451,206 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,233 | TotalRevenueColumnAmt |
| Exclusion | $34,233 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. REVENUE-RELATED-990 | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $311 | TotalRevenueColumnAmt |
| Exclusion | $311 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $311 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,485,750 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,451,206 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $34,544 | 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 | $77,854 | TotalAmt |
| Program Services | $77,854 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,025,807 | TotalAmt |
| Program Services | $2,517,681 | ProgramServicesAmt |
| Management And General | $508,126 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,117,121 | TotalAmt |
| Program Services | $1,792,208 | ProgramServicesAmt |
| Management And General | $324,913 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,398 | TotalAmt |
| Program Services | $88,752 | ProgramServicesAmt |
| Management And General | $16,646 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $507,355 | TotalAmt |
| Program Services | $398,591 | ProgramServicesAmt |
| Management And General | $108,764 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $369,436 | TotalAmt |
| Program Services | $318,564 | ProgramServicesAmt |
| Management And General | $50,872 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $518,546 | TotalAmt |
| Program Services | $472,522 | ProgramServicesAmt |
| Management And General | $46,024 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,788 | TotalAmt |
| Program Services | $55,608 | ProgramServicesAmt |
| Management And General | $42,180 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,779,216 | TotalAmt |
| Program Services | $1,623,614 | ProgramServicesAmt |
| Management And General | $155,602 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,203,393 | TotalAmt |
| Program Services | $1,198,593 | ProgramServicesAmt |
| Management And General | $4,800 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,529 | TotalAmt |
| Program Services | $118,515 | ProgramServicesAmt |
| Management And General | $31,014 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $998,088 | TotalAmt |
| Program Services | $977,128 | ProgramServicesAmt |
| Management And General | $20,960 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,502 | TotalAmt |
| Program Services | $293,149 | ProgramServicesAmt |
| Management And General | $49,353 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,045 | TotalAmt |
| Program Services | $141,373 | ProgramServicesAmt |
| Management And General | $8,672 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,022,897 | TotalAmt |
| Program Services | $2,015,875 | ProgramServicesAmt |
| Management And General | $7,022 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,849 | TotalAmt |
| Management And General | $1,849 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,193,485 | TotalAmt |
| Program Services | $937,330 | ProgramServicesAmt |
| Management And General | $256,155 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,032 | TotalAmt |
| Program Services | $30,163 | ProgramServicesAmt |
| Management And General | $33,869 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $108,066 | $103,133 | $4,933 |
| BAD DEBT EXPENSE | $9,067 | $9,067 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,841,474 | TotalAmt |
| Program Services | $13,169,720 | ProgramServicesAmt |
| Management And General | $1,671,754 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,694,367 | BOYAmt |
| EOY | $3,269,392 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,828 | BOYAmt |
| EOY | $273,916 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,560 | BOYAmt |
| EOY | $208,821 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,516,672 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,282,202 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,461,053 | BOYAmt |
| EOY | $1,234,470 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,491,789 | BOYAmt |
| EOY | $2,080,693 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,731,221 | BOYAmt |
| EOY | $2,180,614 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,626,818 | BOYAmt |
| EOY | $9,247,906 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,307,443 | BOYAmt |
| EOY | $635,087 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,121,031 | BOYAmt |
| EOY | $519,830 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,870,044 | BOYAmt |
| EOY | $5,120,413 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,298,518 | BOYAmt |
| EOY | $6,275,330 | 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 | $5,328,300 | BOYAmt |
| EOY | $2,972,576 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,328,300 | BOYAmt |
| EOY | $2,972,576 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,626,818 | BOYAmt |
| EOY | $9,247,906 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,355,724 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $30,000 | CurrentTaxYearMinus1YearAmt |
| Total | $30,000 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,564,251 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,412,984 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,388,294 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,706,528 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,451,206 | CurrentTaxYearAmt |
| Total | $81,523,263 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,564,251 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,412,984 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,388,294 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,736,528 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,451,206 | CurrentTaxYearAmt |
| Total | $81,553,263 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $81,553,263 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,857 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,993 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $88,004 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $141,826 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,233 | CurrentTaxYearAmt |
| Total | $353,913 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,857 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,993 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $88,004 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $141,826 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,233 | CurrentTaxYearAmt |
| Total | $353,913 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,603,108 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,463,977 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,476,298 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,878,354 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,485,439 | CurrentTaxYearAmt |
| Total | $81,907,176 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99570 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99580 | PublicSupportPY509Pct |
| Investment Income CY | 0.00430 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00420 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,036,558 | OtherCostOrOtherBasisAmt |
| Depreciation | $122,097 | DepreciationAmt |
| Book Value | $914,461 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $449,317 | OtherCostOrOtherBasisAmt |
| Depreciation | $218,476 | DepreciationAmt |
| Book Value | $230,841 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,030,797 | OtherCostOrOtherBasisAmt |
| Depreciation | $941,629 | DepreciationAmt |
| Book Value | $89,168 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,234,470 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MUTUAL FUNDS | $1,837,544 | F |
| ASSETS HELD FOR DEFERRED COMPENSATION | $243,149 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,080,693 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSIT ACCOUNTS | $168,931 |
| ASSETS HELD FOR SALE | $2,011,683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,180,614 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION PAYABLE | $243,149 |
| DEFERRED RENT LIABILITY | $931,421 |
| PAYROLL PROTECTION PROGRAM LOAN | $1,152,700 |
| LIABILITIES HELD FOR SALE | $2,793,143 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,120,413 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,132,107 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $273,916 | OtherRevenueAmt |
| Revenue Not Reported | $273,916 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,858,191 | RevenueSubtotalAmt |
| Other Revenues Not Included | $6,627,559 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $6,627,559 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,485,750 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,625,569 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $273,916 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $273,916 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,351,653 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $4,489,821 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $4,489,821 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,841,474 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | 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, 2020 AND 2019. 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. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | EMPLOYEE RETENTION CREDITS 273,916. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DISCONTINUED OPERATIONS REVENUE 6,627,559. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EMPLOYEE RETENTION CREDITS 273,916. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DISCONTINUED OPERATIONS EXPENSES 3,552,490. DISCONTINUED DEPRECIATION EXPENSE 937,331. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| MILKEN INSTITUTE | |||||||
| 1250 FOURTH ST | SANTA MONICA | CA | 90401 | 954240775 | 501(C)(3) | $45,000 | SCHOLARSHIP FUND |
| ALZHEIMERS ASSOCIATION | |||||||
| 8180 GREENSBORO DRIVE | MCLEAN | VA | 22102 | 133039601 | 501(C)(3) | $10,000 | CHARITABLE CONTRIBUTION |
| REAL ESTATE RESEARCH INSTITUTE | |||||||
| 100 PEARL ST | HARTFORD | CT | 06103 | 133415691 | 501(C)(3) | $6,000 | RESEARCH SPONSORSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT KRAMER | ||||||||||||||
| FOUNDER AND ADVISOR | $342,037 | $0 | $800,000 | $0 | $1,236 | $0 | $8,550 | $0 | $26,532 | $0 | $1,178,355 | $0 | $0 | $0 |
| BRIAN JURUTKA | ||||||||||||||
| PRESIDENT AND CEO | $338,789 | $0 | $200,000 | $0 | $90 | $0 | $8,550 | $0 | $29,046 | $0 | $576,475 | $0 | $0 | $0 |
| CHARLES HARRY | ||||||||||||||
| CHIEF OPERATING OFFICER | $271,781 | $0 | $135,000 | $0 | $258 | $0 | $8,550 | $0 | $11,399 | $0 | $426,988 | $0 | $0 | $0 |
| ELIZABETH MACE | ||||||||||||||
| CHIEF ECONOMIST | $262,404 | $0 | $135,000 | $0 | $396 | $0 | $8,550 | $0 | $2,039 | $0 | $408,389 | $0 | $0 | $0 |
| DANIEL RANEY | ||||||||||||||
| DIRECTOR PRODUCT AND TECH | $181,619 | $0 | $35,498 | $0 | $90 | $0 | $6,709 | $0 | $25,110 | $0 | $249,026 | $0 | $0 | $0 |
| PRISCILLA HAMMETT | ||||||||||||||
| SR DIRECTOR, FINANCE & ADMIN | $160,435 | $0 | $30,618 | $0 | $258 | $0 | $5,879 | $0 | $19,384 | $0 | $216,574 | $0 | $0 | $0 |
| AMBER JACOBS | ||||||||||||||
| NIC MAP SALES DIRECTOR | $136,719 | $0 | $0 | $0 | $45,050 | $0 | $5,451 | $0 | $1,295 | $0 | $188,515 | $0 | $0 | $0 |
| WILLIAM KAUFFMAN | ||||||||||||||
| SR. PRINCIPAL RESEARCH | $132,677 | $0 | $25,687 | $0 | $60 | $0 | $4,969 | $0 | $26,218 | $0 | $189,611 | $0 | $0 | $0 |
| JILL GATELY | ||||||||||||||
| DIRECTOR EVENTS OPERATIONS | $131,282 | $0 | $24,690 | $0 | $85 | $0 | $4,740 | $0 | $9,186 | $0 | $169,983 | $0 | $0 | $0 |
| NATASHA MCGRATH | ||||||||||||||
| DIRECTOR HR | $123,304 | $0 | $23,224 | $0 | $140 | $0 | $4,459 | $0 | $9,668 | $0 | $160,795 | $0 | $0 | $0 |
| LANA PECK | ||||||||||||||
| SR. PRINCIPAL REASEARCH | $120,830 | $0 | $22,567 | $0 | $138 | $0 | $4,570 | $0 | $23,436 | $0 | $171,541 | $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 (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 | DATA COLLECTION FEES: PROGRAM SERVICE EXPENSES 763,072. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 763,072. EVENT SUPPORT: PROGRAM SERVICE EXPENSES 518,253. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 518,253. HR SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 37,327. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,327. OTHER SUPPORT SERVICES: PROGRAM SERVICE EXPENSES 23,262. MANAGEMENT AND GENERAL EXPENSES 50,561. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 73,823. RECRUITING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 66,010. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 66,010. SPEAKER FEES: PROGRAM SERVICE EXPENSES 205,160. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 205,160. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 113,867. MANAGEMENT AND GENERAL EXPENSES 1,704. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 115,571. |
| 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, COLUMN (A) BEGINNING OF YEAR BALANCES | THE PRIOR YEAR BALANCES WERE RESTATED IN THE AUDITED FINANCIAL STATEMENTS TO ACCOUNT REMOVING OF A DISCONTINUE OPERATION. FORM 990, PART X, COLUMN (A) BEGINNING OF YEAR BALANCES HAVE BEEN CHANGED TO AGREE TO THE AUDITED FINANCIAL STATEMENTS. |