NATIONAL ASSISTANCE LEAGUE: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL ASSISTANCE LEAGUE (EIN 95-1945908)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2021-09-21
- IRS object ID
- 202142649349301149
- 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 | 2021-09-21T22:37:09-05:00 | ReturnTs |
| Tax Period End | 2021-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320530003 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUIGLEY & MIRON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3550 WILSHIRE BLVD 1660 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951945908 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL ASSISTANCE LEAGUE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 8188463777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 W BURBANK BLVD NO 100 | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN DARWIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8188463777 | PhoneNum |
| Signature | 2021-09-21 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHRYN | PersonFirstNm |
| Person Last | DARWIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN BOVARD MIRON | PreparerPersonNm |
| PTIN | P01358141 | PTIN |
| Phone | 2136393550 | PhoneNum |
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 | KATHRYN DARWIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 W BURBANK BLVD NO 100 | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,881,668 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ASSISTANCELEAGUE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1935 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE LEADERSHIP DEVELOPMENT, EDUCATIONAL CONFERENCES AND ONGOING SUPPORT FOR CHAPTER MEMBERSHIP. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 20971 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $984,038 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,068,019 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $560,005 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $302,992 | PYInvestmentIncomeAmt |
| CY Investment Income | $98,809 | CYInvestmentIncomeAmt |
| PY Other Revenue | $91,765 | PYOtherRevenueAmt |
| CY Other Revenue | $7,264 | CYOtherRevenueAmt |
| PY Total Revenue | $1,938,800 | PYTotalRevenueAmt |
| CY Total Revenue | $1,174,092 | 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 | $533,083 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $523,119 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $121,884 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,298,319 | PYOtherExpensesAmt |
| CY Other Expenses | $600,835 | CYOtherExpensesAmt |
| PY Total Expenses | $1,831,402 | PYTotalExpensesAmt |
| CY Total Expenses | $1,123,954 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $107,398 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $50,138 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,548,693 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,880,155 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $342,938 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $680,818 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,205,755 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,199,337 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ASSISTANCE LEAGUE VOLUNTEERS TRANSFORMING THE LIVES OF CHILDREN THROUGH COMMUNITY PROGRAMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $313,161 | ExpenseAmt |
| Desc | CHAPTER EDUCATIONAL CONFERENCES-CHAPTER EDUCATIONAL CONFERENCES PROVIDE EDUCATION, NETWORKING, AND TRAINING FOR MEMBER VOLUNTEERS. THE SESSIONS COVER MANY RELEVANT TOPICS ON BOTH THE STRATEGIC, AS WELL AS DAY-TO-DAY MANAGEMENT OF A CHAPTER, INCLUDING MEETING MANAGEMENT, FINANCIAL AND TECHNICAL KNOWLEDGE, NEW CONCEPTS AND TRENDS IN NONPROFITS, AND HUMAN RESOURCES. IN ADDITION, THE EDUCATIONAL SESSIONS OFFER GREAT NETWORKING OPPORTUNITIES FOR ATTENDEES TO MEET MEMBERS FROM ACROSS THE COUNTRY, COMPARE NOTES, OFFER SUGGESTIONS, SHARE IDEAS, AND SUPPORT EACH OTHER. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $324,096 | ExpenseAmt |
| Desc | CHAPTER SERVICES-CHAPTER SERVICES SUPPORT TEAM IS A COMMITTEE COMPOSED OF EXPERIENCED VOLUNTEERS WHO HAVE HELD OR ARE HOLDING LEADERSHIP POSITIONS AT THE NATIONAL LEVEL. THEY PARTNER WITH CHAPTERS TO SUPPORT AND CARRY OUT THE ORGANIZATION'S SHARED MISSION BY EMPOWERING CHAPTER LEADERS TO UNDERSTAND THE BASIC LEGAL, FISCAL, AND FIDUCIARY REQUIREMENTS OF MANAGING A 501(C)(3); TO SERVE AS A VALUABLE RESOURCE TO HELP GUIDE CHAPTERS THROUGH THE CHALLENGES OF RUNNING THEIR CHAPTER; AND MOST IMPORTANTLY, TO LISTEN AND CELEBRATE CHAPTERS' SUCCESSES WHILE PROVIDING A VALUABLE LINK AND TOUCHPOINT TO THE NATIONAL ORGANIZATION AND CURRENT INITIATIVES. CHAPTER SERVICES SUPPORT TEAM PROVIDES CHAPTERS WITH:1) A COMPLETE LIBRARY OF RESOURCES FOR MANAGING THE CHAPTER, INCLUDING POLICIES AND PROCEDURES, AS WELL AS AN ARCHIVE OF RECORDED WEBINARS;2) INTERACTIONS THAT PROMOTE THE INTERCHANGE OF IDEAS;3) TRAINING OF INCOMING BOARDS; AND 4) A STAFF OF PAID AND VOLUNTEER EXPERTS TO RESPOND TO THE SPECIFIC CHAPTER CONCERNS IN THE AREAS OF:A) BYLAWS, GOVERNANCE, MEMBERSHIP;B) FINANCE, ACCOUNTING;C) PROGRAMS;D) RESOURCE DEVELOPMENT, STRATEGIC PLANNING, MARKETING COMMUNICATIONS; ANDE) TECHNOLOGY.HIGHLIGHTS OF THE YEAR-DURING THE MAY 31, 2021 FISCAL YEAR, NATIONAL ASSISTANCE LEAGUE CONTINUED ON THE PATH OF ORGANIZATIONAL INNOVATION DUE TO THE COVID-19 PANDEMIC.AS WITH THE PREVIOUS FISCAL YEAR, THE CHANGE FROM IN-PERSON TO VIRTUAL EVENTS ALSO ALLOWED THE NATIONAL ORGANIZATION TO REALIZE SAVINGS ON EVENT EXPENSES AND HAVE INCOME TO SUPPORT ONGOING OPERATIONS AND CONTINUED INVESTMENT IN ORGANIZATIONAL INFRASTRUCTURE THROUGH A MODEST SURPLUS FOR THE FISCAL YEAR ENDING MAY 31, 2021. UPON ADDITIONAL EXAMINATION OF FINANCIAL PRACTICES AND POLICIES, THE BOARD ADOPTED AN ANNUAL SPENDING POLICY FOR THE INVESTMENT ACCOUNT THAT PERMITS BETWEEN 3% AND 5% OF THE 12-QUARTER TRAILING AVERAGE OF THE INVESTMENT PORTFOLIO TO BE USED FOR ANNUAL OPERATING EXPENSES. FINALLY, THE BOARD ADOPTED AN ANNUAL BUDGETING PROCESS WHICH INCLUDES 5-YEAR BUDGET PROJECTIONS.LOOKING AHEAD TO THE MAY 31, 2022 FISCAL YEAR, THE NATIONAL ORGANIZATION WILL CONTINUE TO EVALUATE, EXAMINE, AND DIVERSIFY ITS REVENUE STREAMS AND EVALUATE EXPENSES. THE ORGANIZATION CONTINUES TO EXAMINE OPPORTUNITIES FOR SHARED SERVICES WITH CHAPTERS (ACCOUNTING) AND DEVELOPMENT OF AN ONLINE THRIFT SHOP PLATFORM. ADDITIONALLY, THE BOARD WILL STUDY THE POTENTIAL CONTRACTING OF A GRANT WRITER AND A PLANNED GIVING CONSULTANT. PROGRESS CONTINUES TO BE MADE IN EVALUATING AND RECOMMENDING POTENTIAL CHANGES TO SUSTAIN AND INCREASE MEMBERSHIP, STREAMLINE AND STANDARDIZE PROGRAM CONCEPTS THAT AUGMENT OPERATION SCHOOL BELL AND DEEPEN ENGAGEMENT WITH PROGRAM RECIPIENTS, AND REFINE EDUCATION STRATEGY AND DELIVERY. ADDITIONALLY, A NEW PROGRAM PARTNERSHIP WITH A NATIONAL PROVIDER WILL BE CONFIRMED WITH A FORMAL MEMORANDUM OF UNDERSTANDING IN THE LATER PART OF 2021.WITH THE LIKELY CONTINUATION OF THE WORLDWIDE PANDEMIC, THE ORGANIZATION WILL CONTINUE TO OPERATE IN A VIRTUAL MODE AND WILL RESEARCH NEW OPTIONS FOR DELIVERING PROGRAMS AND SERVICES TO CHAPTERS. ADDITIONALLY, THE BOARD OF DIRECTORS CONTINUES ITS TRANSITION FROM A WORKING BOARD TO A GOVERNANCE MODEL FOR THE ORGANIZATION AND IS EXAMINING THE IMPORTANT ROLE THAT PROFESSIONAL STAFF PLAYS IN THE FUTURE OF THE ORGANIZATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $637,257 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 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 | 0 | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 6 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA MOELLER TREASURER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8188463777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 W BURBANK BLVD NO 100 | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ANNETTE ANDERSON | |||||||
| VP OF BYLAWS (THROUGH 9/14/20) | 33.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PHYLLIS CAMPBELL | |||||||
| VP OF MARKETING (THROUGH 9/14/20) | 14.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KATHY DARWIN | |||||||
| PRESIDENT | 37.26 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUE EMMONS | |||||||
| SECRETARY | 11.71 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NANCY FRIEDEL | |||||||
| VP OF TECHNOLOGY (THROUGH 9/14/20) | 34.62 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHERIE KASSINGER | |||||||
| SECRETARY (THROUGH 9/14/20) | 33.38 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LINDA MOELLER | |||||||
| TREASURER | 11.48 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PAT REINER | |||||||
| VP OF GOVERNANCE (THROUGH 9/14/20) | 25.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SANDY ROSS | |||||||
| PRESIDENT-ELECT | 25.79 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANDREA GOODMAN | |||||||
| DIRECTOR AT LARGE | 35.19 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH HAMLIN-KARALUN | |||||||
| DIRECTOR AT LARGE | 8.71 | Yes (X) | $0 | $0 | $0 | ||
| SHARON HICKS | |||||||
| DIRECTOR AT LARGE | 24.65 | Yes (X) | $0 | $0 | $0 | ||
| LINDA MATLOCK | |||||||
| DIRECTOR AT LARGE | 7.45 | Yes (X) | $0 | $0 | $0 | ||
| LAURA FARR | |||||||
| DIRECTOR AT LARGE | 4.40 | Yes (X) | $0 | $0 | $0 | ||
| KELLY FIFIELD | |||||||
| DIRECTOR AT LARGE | 7.98 | Yes (X) | $0 | $0 | $0 | ||
| LETICIA PLUMMER | |||||||
| DIRECTOR AT LARGE | 18.88 | Yes (X) | $0 | $0 | $0 | ||
| LINDA ROWLAND | |||||||
| DIRECTOR AT LARGE | 24.85 | Yes (X) | $0 | $0 | $0 | ||
| ANN WHITTAKER | |||||||
| DIRECTOR AT LARGE | 15.52 | Yes (X) | $0 | $0 | $0 | ||
| GAIL WINTERFELD | |||||||
| DIRECTOR AT LARGE | 23.08 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW P ZARCUFSKY | |||||||
| EXECUTIVE DIRECTOR | 40.00 | $107,170 | $0 | $10,925 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $107,170 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $10,925 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $796,455 | MembershipDuesAmt |
| Government Grants | $92,937 | GovernmentGrantsAmt |
| All Other Contributions | $178,627 | AllOtherContributionsAmt |
| Total Contributions | $1,068,019 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $116,158 | TotalRevenueColumnAmt |
| Exclusion | $116,158 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $690,227 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $707,576 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$17,349 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$17,349 | TotalRevenueColumnAmt |
| Exclusion | -$17,349 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $7,264 | TotalRevenueColumnAmt |
| Exclusion | $7,264 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,264 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,174,092 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $106,073 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,860 | TotalAmt |
| Program Services | $49,072 | ProgramServicesAmt |
| Management And General | $29,444 | ManagementAndGeneralAmt |
| Fundraising | $52,344 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,634 | TotalAmt |
| Program Services | $185,294 | ProgramServicesAmt |
| Management And General | $136,198 | ManagementAndGeneralAmt |
| Fundraising | $4,142 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,380 | TotalAmt |
| Program Services | $17,934 | ProgramServicesAmt |
| Management And General | $13,201 | ManagementAndGeneralAmt |
| Fundraising | $245 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,245 | TotalAmt |
| Program Services | $18,227 | ProgramServicesAmt |
| Management And General | $12,920 | ManagementAndGeneralAmt |
| Fundraising | $4,098 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,876 | TotalAmt |
| Program Services | $36,199 | ProgramServicesAmt |
| Management And General | $39,093 | ManagementAndGeneralAmt |
| Fundraising | $29,584 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,617 | TotalAmt |
| Management And General | $46,617 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,835 | TotalAmt |
| Program Services | $53,868 | ProgramServicesAmt |
| Management And General | $16,967 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,778 | TotalAmt |
| Program Services | $30,379 | ProgramServicesAmt |
| Management And General | $18,359 | ManagementAndGeneralAmt |
| Fundraising | $16,040 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,518 | TotalAmt |
| Program Services | $42,989 | ProgramServicesAmt |
| Management And General | $24,864 | ManagementAndGeneralAmt |
| Fundraising | $10,665 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,341 | TotalAmt |
| Program Services | $15,516 | ProgramServicesAmt |
| Management And General | $8,975 | ManagementAndGeneralAmt |
| Fundraising | $3,850 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,738 | TotalAmt |
| Program Services | $2,589 | ProgramServicesAmt |
| Management And General | $6,507 | ManagementAndGeneralAmt |
| Fundraising | $642 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACT TERMINATION AN | $185,863 | $185,013 | $850 | |
| TAXES, LICENSES AND FEE | $6,996 | $6,996 | ||
| MISCELLANEOUS EXPENSES | $2,881 | $22 | $2,836 | $23 |
| OPERATING SUPPLIES | $1,392 | $155 | $986 | $251 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,123,954 | TotalAmt |
| Program Services | $637,257 | ProgramServicesAmt |
| Management And General | $364,813 | ManagementAndGeneralAmt |
| Fundraising | $121,884 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,677 | BOYAmt |
| EOY | $461,746 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,630 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,498 | BOYAmt |
| EOY | $161,113 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,020 | BOYAmt |
| EOY | $79,722 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $279,573 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $250,713 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,201 | BOYAmt |
| EOY | $28,860 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,141,667 | BOYAmt |
| EOY | $5,148,714 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,548,693 | BOYAmt |
| EOY | $5,880,155 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,949 | BOYAmt |
| EOY | $77,569 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,459 | BOYAmt |
| EOY | $591,157 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,530 | BOYAmt |
| EOY | $12,092 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $342,938 | BOYAmt |
| EOY | $680,818 | 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 | $4,195,023 | BOYAmt |
| EOY | $5,181,660 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,732 | BOYAmt |
| EOY | $17,677 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,205,755 | BOYAmt |
| EOY | $5,199,337 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,548,693 | BOYAmt |
| EOY | $5,880,155 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $50,138 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $943,444 | NetUnrlzdGainsLossesInvstAmt |
| 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 Minus4 Years | $1,070,878 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,145,914 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,076,426 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $984,038 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,081,105 | CurrentTaxYearAmt |
| Total | $5,358,361 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $469,861 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $569,229 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $131,525 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $560,005 | CurrentTaxYearMinus1YearAmt |
| Total | $1,730,620 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,540,739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,715,143 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,207,951 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,544,043 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,081,105 | CurrentTaxYearAmt |
| Total | $7,088,981 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $15,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,645 | CurrentTaxYearAmt |
| Total | $30,645 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $35,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53,000 | CurrentTaxYearMinus1YearAmt |
| Total | $88,000 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $50,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,645 | CurrentTaxYearAmt |
| Total | $118,645 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $6,970,336 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,835 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $129,636 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $115,263 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $129,911 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $137,289 | CurrentTaxYearAmt |
| Total | $582,934 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,835 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $129,636 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $115,263 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $129,911 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $137,289 | CurrentTaxYearAmt |
| Total | $582,934 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,625 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,299 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,741 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $91,765 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,264 | CurrentTaxYearAmt |
| Total | $128,694 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,622,199 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,853,078 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,333,955 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,765,719 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,225,658 | CurrentTaxYearAmt |
| Total | $7,800,609 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.89360 | PublicSupportCY509Pct |
| Public Support PY509 | 0.90610 | PublicSupportPY509Pct |
| Investment Income CY | 0.07470 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06850 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,882 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,365 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $12,247 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,933 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$51 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $9,882 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$67 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $9,933 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,000 | BeginningYearBalanceAmt |
| End Year Balance | $10,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,000 | BeginningYearBalanceAmt |
| End Year Balance | $10,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.82000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,875 | DepreciationAmt |
| Book Value | $5,125 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $153,218 | OtherCostOrOtherBasisAmt |
| Depreciation | $153,218 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $111,355 | OtherCostOrOtherBasisAmt |
| Depreciation | $87,620 | DepreciationAmt |
| Book Value | $23,735 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $28,860 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,070,919 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $943,444 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $943,444 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,127,475 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $46,617 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $46,617 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,174,092 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,077,337 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,077,337 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $46,617 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $46,617 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,123,954 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | NATIONAL ASSISTANCE LEAGUE ENDOWMENT FUND INCLUDES ONE DONOR RESTRICTED FUND. NATIONAL ASSISTANCE LEAGUE CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS, (A) THE ORIGINAL VALUE OF THE GIFT THAT IS DEEMED DONOR RESTRICTED, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE FUND, AND (C) ACCUMULATIONS TO THE FUND MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR RESTRICTED FUND THAT IS NOT CLASSIFIED IN PERMANENTLY RESTRICTED NET ASSETS IS CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY NATIONAL ASSISTANCE LEAGUE. DURING THE YEAR ENDED MAY 31,2021, THERE WERE NO ADDITIONAL CONTRIBUTIONS TO THE FUND. ADDITIONALLY, ACCUMULATIONS TO THE FUND REPRESENT UNSPENT EARNED INTEREST. |
| PART X, LINE 2: | ACCOUNTING STANDARDS REQUIRE AN ORGANIZATION TO EVALUATE ITS POSITIONS AND PROVIDE FOR A LIABILITY FOR ANY POSITIONS THAT WOULD NOT BE CONSIDERED 'MORE LIKELY THAN NOT' TO BE UPHELD UNDER A TAX AUTHORITY EXAMINATION. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS AND HAS CONCLUDED THAT A PROVISION FOR A TAX LIABILITY IS NOT NECESSARY FOR THE YEARS ENDED MAY 31, 2021. GENERALLY, AN ORGANIZATION'S INFORMATION RETURNS REMAIN OPEN FOR EXAMINATION FOR A PERIOD OF THREE (FEDERAL) OR FOUR (STATE OF CALIFORNIA) YEARS FROM THE DATE OF FILING. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS VOTING MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION MEMBERS ANNUALLY ELECT THE MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBERS APPROVE ANY CHANGES TO THE BYLAWS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE TREASURER PROVIDES AN ELECTRONIC COPY OF THE FORM 990 TO EACH BOARD MEMBER FOR USE IN THE BOARD REVIEW OF THE RETURN. EACH BOARD MEMBER REVIEWS FOR ACCURACY. THE TREASURER EMAILS A FINAL VERSION OF THE FORM 990 TO EACH BOARD MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT THE FIRST BOARD MEETING OF EACH YEAR, THE POLICIES ARE REVIEWED AND SIGNED BY BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S BOARD OF DIRECTORS SETS COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE BOARD PERFORMS AN ANNUAL REVIEW OF THE PERFORMANCE OF THE EXECUTIVE DIRECTOR. THE BOARD ALSO GATHERS INPUT FOR SETTING THE CEO/ED'S COMPENSATION FROM NONPROFIT COMPENSATION SURVEYS AND/OR FROM COMPENSATION INFORMATION RECEIVED FROM MEMBER INDUSTRY ASSOCIATIONS. THE DELIBERATION AND DECISION REGARDING EXECUTIVE DIRECTOR'S COMPENSATION IS CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES AND APPROVED BY THE FULL BOARD OF DIRECTORS. THE COMPENSATION DECISION IS DOCUMENTED IN THE APPLICABLE PAYROLL FILE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. |
| PART XII, LINE 2C | THE ORGANIZATION'S AUDIT COMMITTEE HAS RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT AUDITOR, SUBJECT TO THE APPROVAL OF THE BOARD OF DIRECTORS. THIS RESPONSIBILITY IS UNCHANGED FROM THE PRIOR YEAR. |
Comments