CARNEGIE FOUNDATION FOR ADVANCEMENT TEACHING W COAST OFFICE EDUCATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CARNEGIE FOUNDATION FOR ADVANCEMENT TEACHING W COAST OFFICE EDUCATION (EIN 13-1623924)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-13
- IRS object ID
- 202121339349102147
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T13:34:04-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 462108854 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDALL PREBOLA AND JONES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 259 | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 155220259 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131623924 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARNEGIE FOUNDATION FOR THE | BusinessNameLine1Txt |
| Business Name Line2 | ADVANCEMENT OF TEACHING | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARN | BusinessNameControlTxt |
| Phone | 6505665100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 VISTA LANE | AddressLine1Txt |
| City | STANFORD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS MIHOK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6505665100 | PhoneNum |
| Signature | 2021-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD M JONES CPA | PreparerPersonNm |
| PTIN | P00621721 | PTIN |
| Phone | 8146231880 | PhoneNum |
| Preparation | 2021-05-06 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $125,739,902 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,462,982 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $30,191 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30,191 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $30,191 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,332,313 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,332,313 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,332,313 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $296,302 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,814,783 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $3,369,299 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $23,629 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,369,299 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $12,491,087 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,386,133 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,731,803 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,372,178 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,372,178 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,250,377 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,250,377 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,255,952 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,255,952 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,521 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $13,521 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $92,279 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $92,279 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,170,309 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150,995 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,019,314 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,565 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $3,565 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $608,916 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $417,277 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $417,277 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $689,962 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $689,962 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $18,975 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $18,975 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $593,505 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $593,505 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,486,816 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150,995 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,726,905 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,486,816 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150,995 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,726,905 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$995,729 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,235,138 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,731,803 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,823,800 | CashBOYAmt |
| Cash EOY | $3,000,102 | CashEOYAmt |
| Cash EOYFMV | $3,000,102 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,506,679 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,724,600 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,724,600 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $610,329 | AcctRcvblAmt |
| Acct Rcvbl BOY | $870,385 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $610,329 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $610,329 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $2,612,670 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $2,244,400 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $2,612,670 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $2,612,670 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $134,418 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $95,096 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $95,096 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $104,277,340 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $104,124,300 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $104,124,300 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $16,609,807 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,478,184 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $11,447,518 | LandBOYAmt |
| Land EOY | $11,131,623 | LandEOYAmt |
| Land EOYFMV | $11,131,623 | LandEOYFMVAmt |
| Other Assets BOY | $386,234 | OtherAssetsBOYAmt |
| Other Assets EOY | $441,182 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $441,182 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $123,690,774 | TotalAssetsBOYAmt |
| Total Assets EOY | $125,739,902 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $125,739,902 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,770,368 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,516,947 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $1,095 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $173,833 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $1,964,178 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,086,284 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,735,641 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,777,064 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,022,240 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $10,783,409 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $109,932,893 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $111,179,429 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $119,955,133 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $121,962,838 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $123,690,774 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $125,739,902 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $119,955,133 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$995,729 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,003,434 | OtherIncreasesAmt |
| Subtotal | $121,962,838 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $121,962,838 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1986-02-26 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CARNEGIEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DOUGLAS MIHOK | IndividualWithBooksNm |
| Phone | 6505665100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 VISTA LANE | AddressLine1Txt |
| City | STANFORD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LILLIAN LOWERY | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD CHAIR | 1.00 | $0 | $0 | $0 |
| ANDRES ANTONIO ALONSO | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ODILE DISCH-BHADKAMKAR | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| PAMELA GROSSMAN | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ANDREW HO | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| TIMOTHY KNOWLES | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| THEODORE QUINN | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| HAYAGREEVA RAO | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| SHARON ROBINSON | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| SONJA SANTELISES | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MARCELO SUAREZ-OROZCO | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DIANE TAVENNER | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| RANDI WEINGARTEN - OUTGOING | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ANTHONY BRYK | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | PRESIDENT | 40.00 | $575,662 | $115,654 | $0 |
| PAUL LEMAHIEU | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | SR VICE PRES | 40.00 | $316,154 | $71,319 | $0 |
| DOUGLAS MIHOK | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | TREASURER | 40.00 | $164,977 | $44,914 | $0 |
| KEICY TOLBERT | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | CHIEF STAFF | 40.00 | $149,213 | $43,556 | $0 |
| JEAN RIVERS | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | COO | 40.00 | $166,172 | $34,471 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| ASH VASUDEVA | |||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | VICE PRESIDE | 40.00 | $273,156 | $53,497 |
| OUAJDI MANAI | |||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | SENIOR ASSOC | 40.00 | $194,083 | $42,756 |
| STEVE GIUSTI | |||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | DIR INFORMAT | 40.00 | $163,777 | $48,143 |
| MANUELITO BIAG - SENIOR | |||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | ASSOCIATE IS | 40.00 | $162,088 | $44,240 |
| MELISSA CHABRAN- MANAGING | |||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | DIRECTOR NIS | 40.00 | $170,950 | $34,613 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 24 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CARVER AND COMPANY | |||||
| 43 COMMERCIAL WHARF 9 | BOSTON | MA | 02110 | ED CONSULTING | $319,621 |
| SPENCER STUART | |||||
| 10900 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90024 | EXEC SEARCH | $204,646 |
| ZONE 4 CONSTRUCTION | |||||
| 338 NORTH CANAL STREET | SAN FRANCISCO | CA | 94080 | FURNISH UPGRADE | $165,066 |
| ONTARIO REFRIGERATION | |||||
| 48511 WARM SPRINGS BLVD | FREMONT | CA | 94539 | ROOF TOP UNITS | $121,285 |
| LOUIS GOMEZ | |||||
| 723 NORTH CITRUS STREET | LOS ANGELES | CA | 90038 | ED CONSULTING | $105,914 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DIRECT FIELD BUILDING CARNEGIE SUMMIT ON IMPROVEMENT IN EDUCATION - WE CONTINUE TO MAINTAIN AND EXPAND THE ANNUAL CARNEGIE SUMMIT AS A SIGNATURE EVENT FOR THE IMPROVEMENT SCIENCE COMMUNITY. WE NEEDED TO PIVOT TO AN ALL-VIRTUAL EVENT FOR SUMMIT 2020 DUE TO THE PANDEMIC. FOR 2021, WE WILL BE HOLDING A HYBRID EVENT WITH IN-PERSON SESSIONS IN SAN DIEGO THAT ARE LIVE-STREAMED FOR A VIRTUAL AUDIENCE AS WELL. IMPROVEMENT PRACTICE NETWORK SEEKS TO CATALYZE AN EMERGENT LEADERSHIP GROUP OF PROFESSIONAL PRACTICE LEADERS WHO CAN SPEAK WITH A COLLECTIVE VOICE TOWARD POLICY AND TAKE COLLECTIVE ACTION TOWARD BUILDING AND LEGITIMATING THIS FIELD WITHIN THE INSTITUTION OF EDUCATION. THIS LEADERSHIP GROUP CAN HELP CULTIVATE A COMMUNITY OF IMPROVEMENT PRACTITIONERS THAT GUIDE, INFORM AND INFLUENCE POLICY DECISIONS AT THE LOCAL, STATE AND NATIONAL LEVELS. IMPROVEMENT LEADERSHIP EDUCATION AND DEVELOPMENT (ILEAD) - THE IMPROVEMENT LEADERSHIP EDUCATION AND DEVELOPMENT (ILEAD) INITIATIVE SEEKS TO CREATE PARTN | Description1Txt |
| Expenses1 | $3,384,119 | Expenses1Amt |
| Description2 | MAJOR PARTNERSHIPS BALTIMORE CITY PUBLIC SCHOOLS - THE FOUNDATION HAS PARTNERED WITH BALTIMORE CITY PUBLIC SCHOOLS (CITY SCHOOLS) AS PART OF THE DISTRICT'S EFFORTS TO INCREASE THE NUMBER OF AFRICAN AMERICAN, LATINX, AND LOW-INCOME STUDENTS THAT ARE ON TRACK FOR HIGH SCHOOL GRADUATION AT THE END OF 8TH AND 9TH GRADE. THE SPECIFIC WORK IS FOCUSED ON CREATING A NETWORKED IMPROVEMENT COMMUNITY OF 14 MIDDLE AND HIGH SCHOOLS ACROSS THE DISTRICT TO IMPROVE SECONDARY LITERACY OUTCOMES FOR THE STUDENTS THEY SERVE AND WHO ARE PREDOMINANTLY OF THE PREVIOUSLY MENTIONED POPULATIONS. RAISING TEXAS TEACHERS INITIATIVE - THE CARNEGIE FOUNDATION HAS COME TOGETHER WITH THE RAISE YOUR HAND TEXAS (RYHT) FOUNDATION FOR A THREE-YEAR PARTNERSHIP WITH 11 EDUCATOR PREPARATION PROGRAMS IN TEXAS THAT AIMS TO IMPROVE TEACHER EDUCATION BY STRENGTHENING THE TEACHER- CANDIDATE PIPELINE AND DEEPENING THE CLINICAL EXPERIENCE COMPONENT OF TEACHER PREPARATION. EVIDENCE FOR IMPROVEMENT NETWORK - THE CARNEGIE FOUNDATION H | Description2Txt |
| Expenses2 | $1,808,383 | Expenses2Amt |
| Description3 | NETWORKED IMPROVEMENT SUPPORT TO THE FIELD NETWORKED IMPROVEMENT LEARNING AND SUPPORT (NILS) ONLINE PLATFORM AIMS TO ACCELERATE THE INITIATION AND DEVELOPMENT OF WORK IN IMPROVEMENT COMMUNITIES BY SUPPORTING BOTH THE CHARTERING PHASE OF A NIC, IN WHICH MEMBERS PARTICIPATE IN BUILDING THEIR WORKING THEORY OF IMPROVEMENT AND THE IMPROVEMENT-TESTING PHASE THAT FOLLOWS. NILS IS DESIGNED TO PROMOTE SOCIAL, ORGANIZATIONAL LEARNING AND DISSEMINATE TACIT AND EXPLICIT KNOWLEDGE FOR IMPROVEMENT IN EDUCATION BY MOVING OUR PRACTICE INTO A VIRTUAL LEARNING ENVIRONMENT. THAT IS, NILS IS A VEHICLE FOR ASSISTING FRONT-LINE PRACTITIONERS WITH BUILDING IMPROVEMENT SCIENCE HABITS AND MINDSETS BY PROVIDING AN INFRASTRUCTURE FOR DOCUMENTING, CAPTURING, AND ORGANIZING IMPROVEMENT KNOWLEDGE FOR ACCESS AND USE THROUGHOUT WIDELY DISTRIBUTED NETWORKS. NILS AS A SOCIAL ARRANGEMENT IS A CRITICAL RESOURCE FOR THE FOUNDATION TO ADVANCE AND ACCELERATE IMPROVEMENT WORK IN THE FIELD OF EDUCATION. TEACHING COMMONS IS A | Description3Txt |
| Expenses3 | $1,357,304 | Expenses3Amt |
| Description4 | DEVELOPMENT AGENDA NETWORKED IMPROVEMENT FELLOWS - A FELLOWSHIP PROGRAM THAT COMBINES COHORT-BASED LEARNING (TARGETED READINGS AND SEMINARS AROUND THE IMPROVEMENT SCIENCE AND NETWORKS CONTENT) AND CLINICAL APPRENTICESHIP. THE CLINICAL APPRENTICESHIP COMPONENT OF THE FELLOWSHIP PROVIDES MENTORING AND COACHING ALONG WITH SCAFFOLDED OPPORTUNITIES TO SHADOW AND GRADUALLY TAKE ON RESPONSIBILITIES TO TEACH AND COACH IMPROVEMENT WORK. NETWORKED IMPROVEMENT LEARNING AND SUPPORT - AN ONLINE PLATFORM THAT AIMS TO SUPPORT BOTH THE "CHARTERING" PHASE OF A NIC, IN WHICH MEMBERS PARTICIPATE IN BUILDING THEIR WORKING THEORY OF IMPROVEMENT (VISUALIZED IN A DRIVER DIAGRAM), AND THE "IMPROVEMENT TESTING" PHASE THAT FOLLOWS. GATES NETWORK DEVELOPMENT MEASUREMENT PROJECT SUPPORTS THE BILL AND MELINDA GATES FOUNDATION'S NETWORKS FOR SCHOOL IMPROVEMENT INITIATIVE. WE HAVE PARTNERED WITH THE PARTNERS FOR NETWORK IMPROVEMENT AT THE UNIVERSITY OF PITTSBURGH'S LEARNING RESEARCH AND DEVELOPMENT CENTER TO PROVIDE | Description4Txt |
| Expenses4 | $989,277 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $104,200,820 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,527,590 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $536,278 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $110,264,688 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $110,264,688 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,653,970 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $108,610,718 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,430,536 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,726,905 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $12,726,905 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $12,726,905 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $12,726,905 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $12,726,905 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,726,905 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1986-02-26 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,430,536 | CurrentYearAmt |
| Year1 | $5,403,832 | Year1Amt |
| Year2 | $5,335,304 | Year2Amt |
| Year3 | $5,053,069 | Year3Amt |
| Total | $21,222,741 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,615,956 | CurrentYearAmt |
| Year1 | $4,593,257 | Year1Amt |
| Year2 | $4,535,008 | Year2Amt |
| Year3 | $4,295,109 | Year3Amt |
| Total | $18,039,330 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $12,726,905 | CurrentYearAmt |
| Year1 | $13,711,871 | Year1Amt |
| Year2 | $14,947,541 | Year2Amt |
| Year3 | $15,188,438 | Year3Amt |
| Total | $56,574,755 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $12,726,905 | CurrentYearAmt |
| Year1 | $13,711,871 | Year1Amt |
| Year2 | $14,947,541 | Year2Amt |
| Year3 | $15,188,438 | Year3Amt |
| Total | $56,574,755 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,620,357 | CurrentYearAmt |
| Year1 | $3,602,555 | Year1Amt |
| Year2 | $3,556,869 | Year2Amt |
| Year3 | $3,368,713 | Year3Amt |
| Total | $14,148,494 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| CONTRACTS AND CONSULTING | $2,399,941 |
| REGISTRATION & WORKSHOP FEE | $885,402 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,191 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,332,313 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $23,629 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $296,302 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENSION FORFEITURES | Desc |
| Related Or Exempt Function Incm | $60,327 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,386,133 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,641,972 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,028,105 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | CONTRACTS PROVIDE RESOURCES TO RESEARCH AND SUPPORT EDUCATION TRANSFORMATION |
| 1B | REGISTRATION FEES ARE RECEIVED TO CONVENE MEETINGS FOR EDUCATORS ACROSS AMERICA TO EXCHANGE IDEAS RELATED TO VARIOUS EDUCATION TOPICS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (18 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | Province Or StateContributorForeignAddress/ProvinceOrStateNm | CountryContributorForeignAddress/CountryCd | Address Line2ContributorUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CARNEGIE CORPORATION OF NEW YORK | |||||||||||
| 1 | 437 MADISON AVENUE | NEW YORK | NY | 10022 | $225,000 | Yes (X) | |||||
| FUNDACION EDUCACIONAL OPORTUNIDAD | |||||||||||
| 7 | $10,000 | Yes (X) | PADRE MARIANO 181 PISO 11 | PROVIDENCIA CHILE | SANTIAGO | CI | |||||
| AMERICAN INSTITUTES FOR RESEARCH | |||||||||||
| 13 | 1400 CRYSTAL DRIVE 10TH FLOOR | ARLINGTON | VA | 22202 | $25,000 | Yes (X) | |||||
| WILLIAM FLORA HEWLETT FOUNDATION | |||||||||||
| 2 | 2121 SAND HILL RD | MENLO PARK | CA | 94025 | $40,000 | Yes (X) | |||||
| NEW VISIONS FOR PUBLIC SCHOOLS INC | |||||||||||
| 8 | 205 EAST 42ND ST | NEW YORK | NY | 10017 | $15,000 | Yes (X) | |||||
| THE WALTON FAMILY FOUNDATION | |||||||||||
| 14 | PO BOX 2030 | BENTONVILLE | AR | 72712 | $25,000 | Yes (X) | |||||
| SMALL BUSINESS ADMINISTRATION | |||||||||||
| 3 | 409 3RD STREET SW | WASHINGTON | DC | 20416 | $525,767 | Yes (X) | |||||
| OVERDECK FAMILY FOUNDATION | |||||||||||
| 9 | 100 AVENUE OF THE AMERICAS 16TH FL | NEW YORK | NY | 10013 | $15,000 | Yes (X) | |||||
| THE SPENCER FOUNDATION | |||||||||||
| 15 | 625 NORTH MICHIGAN AVE SUITE 1600 | CHICAGO | IL | 60611 | $15,000 | Yes (X) | |||||
| BILL AND MELINDA GATES FOUNDATION | |||||||||||
| 4 | PO BOX 23350 | SEATTLE | WA | 98102 | $5,400,715 | Yes (X) | |||||
| AMERICAN FEDERATION OF TEACHERS | |||||||||||
| 10 | 555 NEW JERSEY AVE NW | WASHINGTON | DC | 20001 | $6,500 | Yes (X) | |||||
| THE NATIONAL EDUCATION ASSOCIATION | |||||||||||
| 16 | 1201 16TH ST NW | WASHINGTON | DC | 20036 | $25,000 | Yes (X) | |||||
| RAIKES FOUNDATION | |||||||||||
| 5 | 2157 N NORTHLAKE WAY SUITE 220 | SEATTLE | WA | 98103 | $15,000 | Yes (X) | |||||
| WK KELLOGG FOUNDATION | |||||||||||
| 11 | 1 MICHIGAN AVENUE | EAST BATTLE CREEK | MI | 49017 | $25,000 | Yes (X) | |||||
| NELLIE MAE EDUCATION FOUNDATION | |||||||||||
| 17 | 1250 HANCOCK STREET | QUINCY | MA | 02169 | $5,000 | Yes (X) | SUITE 701N | ||||
| WESTED | |||||||||||
| 6 | 730 HARRISON STREET | SAN FRANCISCO | CA | 94107 | $25,000 | Yes (X) | |||||
| SD BECHTEL JR FOUNDATION | |||||||||||
| 12 | 199 FREMONT ST | SAN FRANCISCO | CA | 94105 | $50,000 | Yes (X) | |||||
| THE WALLACE FOUNDATION | |||||||||||
| 18 | 140 BROADWAY 49TH FLOOR | NEW YORK | NY | 10005 | $15,000 | Yes (X) | |||||
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCIAL AUDIT AND TAXES | CategoryTxt |
| Amt | $92,279 | Amt |
| Disbursements Charitable Prps | $92,279 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DEPRECIATION | PropertyDesc |
| Prior Year Depreciation | $499,158 | PriorYearDepreciationAmt |
| Current Year Expense | $608,916 | CurrentYearExpenseAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| INVESTMENT SALES | 2019-07 | PURCHASE | 2020-06 | $5,814,783 | $5,515,719 | $299,064 |
| FIXED ASSETS | 2019-07 | PURCHASE | 2020-06 | $2,762 | -$2,762 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DOMESTIC EQUITY MUTUAL FUNDS | FMV | $45,329,336 | $45,329,336 |
| INTERNATIONAL EQUITY MUTUAL FUNDS | FMV | $29,423,028 | $29,423,028 |
| LIMITED PARTNERSHIPS | FMV | $203,526 | $203,526 |
| BOND MUTUAL FUNDS | FMV | $29,168,410 | $29,168,410 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING AND IMPROVEMENTS | $14,637,725 | $4,502,994 | $10,134,731 | $10,134,731 |
| COMPUTER EQUIPMENT | $1,972,082 | $975,190 | $996,892 | $996,892 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING - LEGAL | CategoryTxt |
| Legal Fees | $13,521 | LegalFeesAmt |
| Disbursements Charitable Prps | $13,521 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $7,170 | $12,059 | $12,059 |
| INVESTMENT IN RETIREMENT ANNUITY | $379,064 | $429,123 | $429,123 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| TELEPHONE/COMMUNICATIONS | $121,661 | $121,661 |
| INSURANCE | $93,374 | $93,374 |
| OFFICE SUPPLIES | $58,611 | $58,611 |
| EQUIPMENT - NON CAPITAL | $58,731 | $58,731 |
| BANK AND PAYROLL FEES | $52,772 | $52,772 |
| POSTAGE AND SHIPPING | $5,618 | $5,618 |
| TRAINING | $13,981 | $13,981 |
| MEMBERSHIP FEES | $158,918 | $158,918 |
| BENEFIT ADMINISTRATION FEES | $3,757 | $3,757 |
| EQUIPMENT LEASING AND RENTAL | $19,145 | $19,145 |
| ADVERTISING | $6,937 | $6,937 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CONTRACTS AND CONSULTING | $2,399,941 | $2,399,941 | |
| REGISTRATION & WORKSHOP FEES | $885,402 | $885,402 | |
| PUBLICATION ROYALTIES | $23,629 | $23,629 | $23,629 |
| PENSION FORFEITURES | $60,327 | $60,327 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PENSION-RELATED CHANGES OTHER THAN NET PERIODIC | $31,374 |
| UNREALIZED GAINS ON INVESTMENTS | $2,972,060 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| POST EMPLOYMENT BENEFIT OBLIGATION | $1,585,114 | $1,657,161 |
| RETIREMENT ANNUITY CONTACTS | $379,064 | $429,123 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| TEMPORARY HELP | $9,225 | $9,225 | |
| BROKER INVESTMENT FEES | $150,995 | $150,995 | |
| CONSULTANTS - OPERATION | $419,112 | $419,112 | |
| STIPENDS AND HONORARIA | $112,200 | $112,200 | |
| PROGRAM CONSULTANTS | $1,478,777 | $1,478,777 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PROPERTY TAXES | $3,465 | $3,465 |
| PERMITS | $100 | $100 |
Comments