BOARDSOURCE: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: BOARDSOURCE (EIN 52-1681375)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-04-05
IRS object ID: 202120959349300917
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
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule G
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-04-05T13:33:34-05:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	410746749	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CLIFTONLARSONALLEN LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	901 NORTH GLEBE ROAD SUITE 200	AddressLine1Txt
City	ARLINGTON	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22203	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	521681375	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BOARDSOURCE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BOAR	BusinessNameControlTxt
Phone	2023492500	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	750 9TH STREET NW NO 520	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	200014590	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ANNE WALLESTAD	PersonNm
Person Title	PRESIDENT & CEO	PersonTitleTxt
Phone	2023492500	PhoneNum
Signature	2021-04-05	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ANNE	PersonFirstNm
Person Last	WALLESTAD	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHAELA J CROMAR CPA	PreparerPersonNm
PTIN	P00895728	PTIN
Phone	5172279500	PhoneNum
Preparation	2021-04-05	PreparationDt

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	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Principal Officer	ANNE WALLESTAD	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	750 9TH STREET NW NO 520	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	200014590	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$3,866,478	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.BOARDSOURCE.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1990	FormationYr
Legal Domicile State	DC	LegalDomicileStateCd
Activity Or Mission	TO INSPIRE AND SUPPORT EXCELLENCE IN NONPROFIT GOVERNANCE AND BOARD AND STAFF LEADERSHIP.	ActivityOrMissionDesc
Voting Members Governing Body	9	VotingMembersGoverningBodyCnt
Voting Members Independent	9	VotingMembersIndependentCnt
Total Employee	24	TotalEmployeeCnt
Total Volunteers	10	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$533,082	PYContributionsGrantsAmt
CY Contributions Grants	$721,118	CYContributionsGrantsAmt
PY Program Service Revenue	$3,245,256	PYProgramServiceRevenueAmt
CY Program Service Revenue	$2,488,986	CYProgramServiceRevenueAmt
PY Investment Income	$734,817	PYInvestmentIncomeAmt
CY Investment Income	-$45,307	CYInvestmentIncomeAmt
PY Other Revenue	$669,366	PYOtherRevenueAmt
CY Other Revenue	$553,192	CYOtherRevenueAmt
PY Total Revenue	$5,182,521	PYTotalRevenueAmt
CY Total Revenue	$3,717,989	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$3,067,736	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$2,144,613	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$47,088	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$173,890	CYTotalFundraisingExpenseAmt
PY Other Expenses	$3,309,087	PYOtherExpensesAmt
CY Other Expenses	$2,581,233	CYOtherExpensesAmt
PY Total Expenses	$6,376,823	PYTotalExpensesAmt
CY Total Expenses	$4,772,934	CYTotalExpensesAmt
PY Revenues Less Expenses	-$1,194,302	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$1,054,945	CYRevenuesLessExpensesAmt
Total Assets BOY	$5,453,846	TotalAssetsBOYAmt
Total Assets EOY	$4,361,260	TotalAssetsEOYAmt
Total Liabilities BOY	$2,418,692	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,236,673	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$3,035,154	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$2,124,587	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO INSPIRE AND SUPPORT EXCELLENCE IN NONPROFIT GOVERNANCE AND BOARD AND STAFF LEADERSHIP. BOARDSOURCE ENVISIONS A WORLD WHERE EVERY SOCIAL SECTOR ORGANIZATION HAS THE LEADERSHIP IT NEEDS TO FULFILL ITS MISSION AND ADVANCE THE PUBLIC GOOD.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	Yes (1)	SignificantChangeInd
Expense	$1,134,997	ExpenseAmt
Revenue	$1,505,618	RevenueAmt
Desc	EDUCATIONAL PROGRAMS FOR MEMBERSBOARDSOURCE SUPPORTS THE TECHNICAL SUPPORT AND EDUCATIONAL NEEDS OF NONPROFIT LEADERS, BOARDS, AND ORGANIZATIONS THROUGH A SET OF MEMBERSHIP PROGRAMS DESIGNED FOR INDIVIDUAL NONPROFITS, FEDERATED NETWORKS, AND INDIVIDUAL LEADERS. THESE PROGRAMS PROVIDE OPEN ACCESS TO BOARDSOURCE'S ONLINE LIBRARY OF BOARD LEADERSHIP AND GOVERNANCE RESOURCES, AS WELL AS TECHNICAL ASSISTANCE FROM AN ON-STAFF GOVERNANCE SPECIALIST. BOARDSOURCE ALSO OFFERS THE BOARD SUPPORT PROGRAM, WHICH PROVIDES MORE IN-DEPTH SUPPORT FOR NONPROFIT BOARDS INCLUDING AN ANNUAL BOARD SELF-ASSESSMENT AND A BOARD ORIENTATION CERTIFICATE PROGRAM.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$1,105,831	ExpenseAmt
Revenue	$908,081	RevenueAmt
Desc	ASSESSMENT AND CONSULTING SERVICESBOARDSOURCE'S ASSESSMENT & CONSULTING SERVICES HELP ORGANIZATIONS IDENTIFY CORE ISSUES IN THEIR BOARD PERFORMANCE AND DEVELOPMENT. IN 2020, BOARDSOURCE CONDUCTED APPROXIMATELY 700 BOARD AND CHIEF EXECUTIVE ASSESSMENTS AND WORKED WITH DOZENS OF ORGANIZATIONS ON MORE IN-DEPTH CONSULTING ENGAGEMENTS. IN MID-2020, THE DECISION WAS MADE TO DELIVER CONSULTING SERVICES ON A REFERRAL BASIS ONLY, WHICH RESULTED IN A SIGNIFICANT CONTRACTION OF CONSULTING REVENUES AND EXPENSES.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$978,876	ExpenseAmt
Desc	SECTOR LEADERSHIP INITIATIVES BOARDSOURCE'S RESEARCH AND LEADERSHIP CALLS ATTENTION TO THE IMPORTANCE OF STRONG BOARDS, CREATING AWARENESS AND ACTION AROUND CHALLENGES FACING NONPROFIT LEADERS AND IDENTIFYING OPPORTUNITIES TO UNLEASH GREATER IMPACT FOR THE SECTOR AS A WHOLE. BOARDSOURCE'S LEADERSHIP ALSO FOCUSES ON IDENTIFYING AND INTERPRETING TRENDS IMPACTING NONPROFIT LEADERSHIP PERFORMANCE AND EFFECTIVENESS AND GENERATING EVIDENCE-BASED RECOMMENDATIONS FOR BOARD PRACTICE. OF PARTICULAR IMPORTANCE IS BOARDSOURCE'S WORK TO UNDERSTAND AND ADDRESS THE LACK OF RACIAL AND ETHNIC DIVERSITY ON NONPROFIT BOARDS, WHICH WE BELIEVE IS ESSENTIAL TO THE SOCIAL SECTOR'S ABILITY TO ADVANCE THE PUBLIC GOOD AND CREATE A MORE JUST AND EQUITABLE SOCIETY.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)

ExpenseExpenseAmt	DescDesc	RevenueRevenueAmt
$223,267	BOARDSOURCE LEADERSHIP FORUMBOARDSOURCE'S BIENNIAL CONFERENCE, THE BOARDSOURCE LEADERSHIP FORUM, CONVENES NONPROFIT BOARD MEMBERS, CHIEF EXECUTIVES, AND OTHERS TO BUILD POSITIVE MOMENTUM AND LEARNING FOCUSED ON STRENGTHENING NONPROFIT LEADERSHIP AT THE HIGHEST LEVEL - THE BOARD OF DIRECTORS. THE CONFERENCE PLANNED FOR MAY, 2020 IN ST. LOUIS WAS CANCELED DUE TO COVID RESTRICTIONS. PLANNING FOR FUTURE CONVENINGS WILL OCCUR IN 2021.
$196,510	PROFESSIONAL DEVELOPMENT PROGRAMSBOARDSOURCE'S PROFESSIONAL DEVELOPMENT PROGRAMS PROVIDE LEADERSHIP DEVELOPMENT AND LEARNING PROGRAMMING FOR NONPROFIT EXECUTIVES AND CONSULTANTS TO BOARDS. BOARDSOURCE'S TRAINING PROGRAMS REACHED MORE THAN 800 NONPROFIT LEADERS IN 2020.	$75,287
$73,141	EDUCATIONAL RESOURCESBOARDSOURCE'S LIBRARY OF NONPROFIT BOARD LEADERSHIP RESOURCES INCLUDES MORE THAN 400 PUBLICATIONS AND TOOLS ON A BROAD RANGE OF TOPICS RELEVANT TO NONPROFIT EXECUTIVES, BOARD LEADERS, AND PRACTITIONERS. IN 2020 ALONE, MORE THAN 500,000 WRITTEN RESOURCES WERE ACCESSED BY NONPROFIT LEADERS FROM ACROSS THE COUNTRY AND AROUND THE GLOBE.	$219,350

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$492,918	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$294,637	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$3,712,622	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	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	Yes (1)	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	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	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	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	29	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	24	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	9	GoverningBodyVotingMembersCnt
Independent Voting Member	9	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	0	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
States Where Copy Of Return Is Fld	AL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AZ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	HI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	LA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ME	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NM	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ND	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	RI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JOAN PAYNE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2023492500	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	750 9TH STREET NW SUITE 520	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20001	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
ANNE WALLESTAD
PRESIDENT & CEO	40.00	Yes (X)	$241,962	$0	$18,314
JAMES TAYLOR
VP OF LEADERSHIP INITIATIVES	40.00		$148,763	$0	$18,709	Yes (X)
ANDREW DAVIS
ASSOCIATE VP-MEMBER EDU & OUTREACH	40.00		$121,659	$0	$10,838	Yes (X)
JUDY RECKELHOFF
CHIEF OF STAFF	40.00		$120,227	$0	$11,607	Yes (X)
TAKITA BATTLE
DIR OF CORP & FEDERATED PARTNERSHIPS	40.00		$104,417	$0	$12,489	Yes (X)
JOAN PAYNE
VICE PRESIDENT OF FINANCE	25.00	Yes (X)	$103,373	$0	$4,146
JENIFER HOLLAND
ASSOCIATE VP, CONSULTING & LEARNING PRACTICE, UNTI	40.00		$100,499	$0	$7,551	Yes (X)
CATHY TROWER
BOARD CHAIR - PARTIAL YEAR	6.00	Yes (X)	$0	$0	$0		Yes (X)
JULIA WILSON
BOARD CHAIR - PARTIAL YEAR	3.00	Yes (X)	$0	$0	$0		Yes (X)
YANELA FRIAS
VICE CHAIR - PARTIAL YEAR	4.00	Yes (X)	$0	$0	$0		Yes (X)
MARK SHAMLEY
VICE CHAIR - PARTIAL YEAR	3.00		$0	$0	$0		Yes (X)
CAROL GOSS
SECRETARY	3.00	Yes (X)	$0	$0	$0		Yes (X)
KEITH LIEDERMAN
TREASURER	4.00	Yes (X)	$0	$0	$0		Yes (X)
RICK MOYERS
BOARD MEMBER	3.00		$0	$0	$0		Yes (X)
GENE TAKAGI
BOARD MEMBER	3.00		$0	$0	$0		Yes (X)
JUDY VREDENBURGH
BOARD MEMBER	2.00		$0	$0	$0		Yes (X)
KEVIN WALKER
BOARD MEMBER	3.00		$0	$0	$0		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$940,900	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$83,654	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	7	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
SOCIAL LEGENDS
601 W FRY RD	GOSPORT	IN	47433	CONSULTING & TRAINING SERVICES	$123,278
NONPROFIT HR SOLUTIONS LLC
1400 EYE STREET NW STE 500	WASHINGTON	DC	20005	OUTSOURCED HR CONSULTING	$107,346

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	2	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$721,118	AllOtherContributionsAmt
Total Contributions	$721,118	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES	900099	$1,505,618	$1,505,618
ASSESSMENTS	900099	$600,500	$600,500
CONSULTING	900099	$307,581	$307,581
TRAINING FEES	900099	$75,287	$75,287

Field	Value	IRS element (for citing)
Total Program Service Revenue	$2,488,986	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$69,283	TotalRevenueColumnAmt
Exclusion	$69,283	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$63,356	TotalRevenueColumnAmt
Exclusion	$63,356	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$266,223	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$266,223	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$266,223	TotalRevenueColumnAmt
Exclusion	$266,223	ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Other	$114,590	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Other	-$114,590	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$114,590	TotalRevenueColumnAmt
Exclusion	-$114,590	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$253,249	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$33,899	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$219,350	TotalRevenueColumnAmt
Related Or Exempt Func Income	$219,350	RelatedOrExemptFuncIncomeAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,263	TotalRevenueColumnAmt
Exclusion	$4,263	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$4,263	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,717,989	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,708,336	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$288,535	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$367,795	TotalAmt
Program Services	$171,303	ProgramServicesAmt
Management And General	$163,420	ManagementAndGeneralAmt
Fundraising	$33,072	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,483,584	TotalAmt
Program Services	$1,220,222	ProgramServicesAmt
Management And General	$233,843	ManagementAndGeneralAmt
Fundraising	$29,519	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$46,399	TotalAmt
Program Services	$39,086	ProgramServicesAmt
Management And General	$6,580	ManagementAndGeneralAmt
Fundraising	$733	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$90,853	TotalAmt
Program Services	$69,938	ProgramServicesAmt
Management And General	$18,694	ManagementAndGeneralAmt
Fundraising	$2,221	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$155,982	TotalAmt
Program Services	$117,698	ProgramServicesAmt
Management And General	$33,142	ManagementAndGeneralAmt
Fundraising	$5,142	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$15,451	TotalAmt
Program Services	$12,624	ProgramServicesAmt
Management And General	$1,679	ManagementAndGeneralAmt
Fundraising	$1,148	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$31,361	TotalAmt
Management And General	$31,361	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$47,088	TotalAmt
Fundraising	$47,088	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$847,874	TotalAmt
Program Services	$796,148	ProgramServicesAmt
Management And General	$47,183	ManagementAndGeneralAmt
Fundraising	$4,543	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$4,308	TotalAmt
Program Services	$3,527	ProgramServicesAmt
Management And General	$677	ManagementAndGeneralAmt
Fundraising	$104	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$84,435	TotalAmt
Program Services	$63,597	ProgramServicesAmt
Management And General	$16,576	ManagementAndGeneralAmt
Fundraising	$4,262	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$119,408	TotalAmt
Program Services	$97,755	ProgramServicesAmt
Management And General	$18,774	ManagementAndGeneralAmt
Fundraising	$2,879	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$8,981	TotalAmt
Management And General	$8,981	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$932,491	TotalAmt
Program Services	$697,876	ProgramServicesAmt
Management And General	$205,894	ManagementAndGeneralAmt
Fundraising	$28,721	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$19,411	TotalAmt
Program Services	$15,891	ProgramServicesAmt
Management And General	$3,052	ManagementAndGeneralAmt
Fundraising	$468	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$2,999	TotalAmt
Program Services	$2,617	ProgramServicesAmt
Management And General	$335	ManagementAndGeneralAmt
Fundraising	$47	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$1,450	TotalAmt
Program Services	$1,187	ProgramServicesAmt
Management And General	$228	ManagementAndGeneralAmt
Fundraising	$35	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$265,126	TotalAmt
Program Services	$198,420	ProgramServicesAmt
Management And General	$58,540	ManagementAndGeneralAmt
Fundraising	$8,166	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$39,412	TotalAmt
Program Services	$32,265	ProgramServicesAmt
Management And General	$6,197	ManagementAndGeneralAmt
Fundraising	$950	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
LICENSES/PERMITS	$148,374	$121,469	$23,328	$3,577
REPAIRS & MAINTENANCE	$18,564	$15,198	$2,919	$447
DUES & SUBSCRIPTIONS	$17,923	$14,673	$2,818	$432
SHIPPING/POSTAGE/PRINTI	$14,682	$14,349	$292	$41

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$8,983	TotalAmt
Program Services	$6,779	ProgramServicesAmt
Management And General	$1,909	ManagementAndGeneralAmt
Fundraising	$295	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,772,934	TotalAmt
Program Services	$3,712,622	ProgramServicesAmt
Management And General	$886,422	ManagementAndGeneralAmt
Fundraising	$173,890	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$330	BOYAmt
EOY	$330	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$301,193	BOYAmt
EOY	$297,460	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$460,500	BOYAmt
EOY	$5,000	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$204,823	BOYAmt
EOY	$42,387	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$134,264	BOYAmt
EOY	$144,902	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$176,697	BOYAmt
EOY	$217,658	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$668,693	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$375,846	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$818,686	BOYAmt
EOY	$292,847	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$3,357,353	BOYAmt
EOY	$3,360,676	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,453,846	BOYAmt
EOY	$4,361,260	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$337,798	BOYAmt
EOY	$412,539	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$1,406,299	BOYAmt
EOY	$1,110,070	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$674,595	BOYAmt
EOY	$714,064	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,418,692	BOYAmt
EOY	$2,236,673	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	$1,676,685	BOYAmt
EOY	$1,663,758	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,358,469	BOYAmt
EOY	$460,829	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,035,154	BOYAmt
EOY	$2,124,587	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$5,453,846	BOYAmt
EOY	$4,361,260	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$1,054,945	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$144,378	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
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 Minus4 Years	$1,562,662	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,415,071	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,956,421	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$533,082	CurrentTaxYearMinus1YearAmt
Current Tax Year	$721,118	CurrentTaxYearAmt
Total	$7,188,354	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,657,712	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,036,885	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,266,656	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,624,047	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,742,235	CurrentTaxYearAmt
Total	$19,327,535	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$5,220,374	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,451,956	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,223,077	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,157,129	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,463,353	CurrentTaxYearAmt
Total	$26,515,889	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$822,875	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$625,000	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$850,000	CurrentTaxYearMinus2YearsAmt
Current Tax Year	$25,000	CurrentTaxYearAmt
Total	$2,322,875	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$16,628	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$384,944	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$108,156	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$172,776	CurrentTaxYearMinus1YearAmt
Total	$682,504	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$839,503	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,009,944	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$958,156	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$172,776	CurrentTaxYearMinus1YearAmt
Current Tax Year	$25,000	CurrentTaxYearAmt
Total	$3,005,379	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$23,510,510	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$284,014	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$424,324	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$459,544	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$432,717	CurrentTaxYearMinus1YearAmt
Current Tax Year	$398,862	CurrentTaxYearAmt
Total	$1,999,461	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$284,014	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$424,324	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$459,544	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$432,717	CurrentTaxYearMinus1YearAmt
Current Tax Year	$398,862	CurrentTaxYearAmt
Total	$1,999,461	TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$143	CurrentTaxYearMinus3YearsAmt
Total	$143	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$50,042	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$9,242	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,966	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,233	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,263	CurrentTaxYearAmt
Total	$69,746	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$5,554,430	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,885,665	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,686,587	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,592,079	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,866,478	CurrentTaxYearAmt
Total	$28,585,239	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.82250	PublicSupportCY509Pct
Public Support PY509	0.82470	PublicSupportPY509Pct
Investment Income CY	0.06990	InvestmentIncomeCYPct
Investment Income PY	0.05720	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 C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$210	FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$210	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$4,772,724	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$4,772,934	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$388,647	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$97,162	FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$467,688	CurrentYearMinus3Amt
Current Year Minus2	$461,961	CurrentYearMinus2Amt
Current Year Minus1	$6,345,842	CurrentYearMinus1Amt
Current Year	$388,647	CurrentYearAmt
Total	$7,664,138	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$11,496,207	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$4,527	CurrentYearMinus3Amt
Current Year Minus2	$6,440	CurrentYearMinus2Amt
Current Year Minus1	$4,911	CurrentYearMinus1Amt
Current Year	$210	CurrentYearAmt
Total	$16,088	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$116,922	CurrentYearMinus3Amt
Current Year Minus2	$115,490	CurrentYearMinus2Amt
Current Year Minus1	$116,885	CurrentYearMinus1Amt
Current Year	$97,162	CurrentYearAmt
Total	$446,459	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$669,689	GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$4,527	CurrentYearMinus3Amt
Current Year Minus2	$4,141	CurrentYearMinus2Amt
Current Year Minus1	$4,911	CurrentYearMinus1Amt
Current Year	$210	CurrentYearAmt
Total	$13,789	TotalAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$330,198	BeginningYearBalanceAmt
Investment Earnings Or Losses	$13,424	InvestmentEarningsOrLossesAmt
End Year Balance	$343,622	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$298,280	BeginningYearBalanceAmt
Investment Earnings Or Losses	$31,918	InvestmentEarningsOrLossesAmt
End Year Balance	$330,198	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$309,515	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$11,235	InvestmentEarningsOrLossesAmt
End Year Balance	$298,280	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$325,011	BeginningYearBalanceAmt
Investment Earnings Or Losses	$25,411	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$40,907	GrantsOrScholarshipsAmt
End Year Balance	$309,515	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$298,130	BeginningYearBalanceAmt
Investment Earnings Or Losses	$26,881	InvestmentEarningsOrLossesAmt
End Year Balance	$325,011	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.08460	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.30020	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.61520	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$653,750	OtherCostOrOtherBasisAmt
Depreciation	$369,869	DepreciationAmt
Book Value	$283,881	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$14,943	OtherCostOrOtherBasisAmt
Depreciation	$5,977	DepreciationAmt
Book Value	$8,966	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$292,847	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
DEFFERED RENT	$257,652
PAYROLL PROTECTION PROGRAM LOAN	$456,412

Field	Value	IRS element (for citing)
Total Liability	$714,064	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$4,123,249	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$144,378	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$112,393	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	$256,771	RevenueNotReportedAmt
Revenue Subtotal	$3,866,478	RevenueSubtotalAmt
Other Revenues Not Included	-$148,489	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$148,489	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$3,717,989	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$5,033,816	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$112,393	DonatedServicesUseFcltsAmt
Other Expenses Included	$148,489	OtherExpensesIncludedAmt
Expenses Not Reported	$260,882	ExpensesNotReportedAmt
Expenses Subtotal	$4,772,934	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$4,772,934	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, LINE 4:	THE JUDITH O'CONNOR MEMORIAL FUND: AN ENDOWMENT THAT GENERATES EARNINGS TO SUPPORT A LECTURESHIP WHICH WILL HONOR OUTSTANDING LEADERS AND THINKERS IN THE NONPROFIT SECTOR FOR THEIR ACHIEVEMENTS IN NONPROFIT LEADERSHIP OR THEIR CONTRIBUTION TO THE FIELD OF NONPROFIT GOVERNANCE, AND SCHOLARSHIPS TO ATTEND THE BOARDSOURCE LEADERSHIP FORUM.
PART X, LINE 2:	BOARDSOURCE IS EXEMPT FROM FEDERAL TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AS A SECTION 501(A) ORGANIZATION. THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT BOARDSOURCE IS A PUBLICLY SUPPORTED ORGANIZATION. BOARDSOURCE'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. BOARDSOURCE IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	COST OF GOODS SOLD -33,899. LOSS ON DISPOSAL OF FIXED ASSETS -114,590.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	COST OF GOODS SOLD 33,899. LOSS ON DISPOSAL OF FIXED ASSETS 114,590.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
SPARK POINT FUNDRAISING LLC
1 THOMAS CIRCLE STE 700	WASHINGTON	DC	20005	GRANT WRITING AND REPORTING SERVICES	0	$0	$31,000	-$31,000
ORR GROUP
3000 K STREET NW STE 280	WASHINGTON	DC	20007	SPONSORSHIP PROSPECT RESEARCH AND OUTREACH SERVICES	0	$0	$16,088	-$16,088

Field	Value	IRS element (for citing)
Total Retained By Contractors	$47,088	TotalRetainedByContractorsAmt
Total Net To Organization	-$47,088	TotalNetToOrganizationAmt
Licensed States	AL	LicensedStatesCd
Licensed States	AK	LicensedStatesCd
Licensed States	AZ	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	IL	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	LA	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	ND	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	RI	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	TN	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WV	LicensedStatesCd
Licensed States	WI	LicensedStatesCd

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	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	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 (2 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
ANNE WALLESTAD
PRESIDENT & CEO	$241,962	$0	$0	$0	$0	$0	$9,907	$0	$8,407	$0	$260,276	$0	$0	$0
JAMES TAYLOR
VP OF LEADERSHIP INITIATIVES	$148,263	$0	$500	$0	$0	$0	$6,197	$0	$12,512	$0	$167,472	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 4A	FormAndLineReferenceDesc
Explanation	JENNIFER HOLLAND, ASSOCIATE VP CONSULTING & LEARNING, RECEIVED $43,778 IN SEVERANCE PAYMENT DURING THE YEAR 2020.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 3	THE CONSULTING PRACTICE HAS TRANSITIONED TO AN ALL-REFERRAL BASED PROGRAM WHICH RESULTED IN A SIGNIFICANT CONTRACTION OF CONSULTING REVENUE AND EXPENSES.
FORM 990, PART VI, SECTION A, LINE 8B	NO COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD.
FORM 990, PART VI, SECTION B, LINE 11B	THE DRAFT 990 IS REVIEWED BY THE ENTIRE BOARD OF DIRECTORS BEFORE IT IS SIGNED AND FILED.
FORM 990, PART VI, SECTION B, LINE 12C	THE AUDIT COMMITTEE REVIEWS THESE STATEMENTS ANNUALLY AND REPORTS TO THE FULL BOARD OF DIRECTORS. IF A CONFLICT IS DISCLOSED, THE COMMITTEE REFERS THE MATTER TO THE BOARD OF DIRECTORS FOR ANY REQUIRED BOARD ACTION.
FORM 990, PART VI, SECTION B, LINE 15	PRIOR TO DETERMINING A COMPENSATION INCREASE FOR THE PRESIDENT & CEO, A COMPENSATION ANALYSIS IS COMPLETED. IN 2020, THIS ANALYSIS WAS COMPILED BY AN EXTERNAL HR FIRM, NONPROFIT HR, USING COMPARABLE SALARY DATA FROM THREE SALARY SURVEYS. ADDITIONALLY, COMPARABLE ORGANIZATION SALARY AND BENEFIT INFORMATION IS COMPILED FROM THE FEDERAL FORM 990 OF SIMILAR ORGANIZATIONS TO USE AS A REFERENCE. THE COMPENSATION ANALYSIS IS PROVIDED TO THE VICE CHAIR, WHO CHAIRS THE COMPENSATION AND EVALUATION COMMITTEE, AS WELL AS THE COMPENSATION AND EVALUATION COMMITTEE. THEY PROVIDE ANY RECOMMENDATIONS TO THE FULL BOARD ON A SALARY INCREASE FOR THE PRESIDENT & CEO. THIS IS TYPICALLY COMPLETED DURING THE EXECUTIVE SESSION OF A BOARD MEETING OR THROUGH CONFIDENTIAL EMAIL. ANY INCREASE IN COMPENSATION FOR THIS POSITION REQUIRES APPROVAL OF THE BOARD. IN 2020, THERE WAS NO INCREASE TO EXECUTIVE COMPENSATION. ANY INCREASES IN COMPENSATION FOR OFFICERS & KEY EMPLOYEES REQUIRES APPROVAL OF THE BOARD. ALTHOUGH MS. PAYNE IS TREATED AS AN OFFICER FOR PURPOSES OF THE 990 AS THE TOP FINANCIAL OFFICIAL, SHE IS NOT A LEGAL OFFICER OF THE CORPORATION AND THEREFORE HER COMPENSATION IS NOT SUBJECT TO BOARD APPROVAL, BUT IS REVIEWED AND APPROVED BY THE CEO IN A MANNER THAT IS CONSISTEND WITH THE REST OF THE STAFF. THE LAST TIME THAT BOARDSOURCE HAD EMPLOYEES OTHER THAN THE CEO WHO WERE CLASSIFIED AS OFFICERS OR KEY EMPLOYEES AND WHO RECEIVED A COMPENSATION ADJUSTMENT WAS IN 2012.
FORM 990, PART VI, SECTION C, LINE 19	PAST 5 YEARS AUDITS ARE AVAILABLE ON OUR WEBSITE. THE CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11G	FEES FOR OTHER SERVICES: PROGRAM SERVICE EXPENSES 254,876. MANAGEMENT AND GENERAL EXPENSES 43,366. FUNDRAISING EXPENSES 4,010. TOTAL EXPENSES 302,252. CONSULTING SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 176,092. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 176,092. CREDIT CARD PROCESSING FEES: PROGRAM SERVICE EXPENSES 58,083. MANAGEMENT AND GENERAL EXPENSES 3,817. FUNDRAISING EXPENSES 533. TOTAL EXPENSES 62,433. CONSULTANTS: PROGRAM SERVICE EXPENSES 307,097. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 307,097.