BOARDSOURCE: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: BOARDSOURCE (EIN 52-1681375)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-04-02
IRS object ID: 202010939349300811
Schema version: 2019v5.1
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	2020-04-02T11:50:46-05:00	ReturnTs
Tax Period End	2019-12-31	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	2019-01-01	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	2024526262	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	750 9TH STREET NW NO 650	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	2024526262	PhoneNum
Signature	2020-03-23	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	YUNG-HEE GALLINARO	PreparerPersonNm
PTIN	P00035293	PTIN
Phone	5172279500	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	67.137.57.251	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-03-23	IPDt
IP Tm	16:56:26	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	117C9FDD72C608EEAC637569487DFDD6D3A36660	AtSubmissionCreationDeviceId
At Submission Filing Device Id	CB6B290C6942481B0FCA2AD70F62C9B967E77707	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2020-09-22 18:59:49Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ANNE WALLESTAD	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	750 9TH STREET NW NO 650	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	200014590	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$5,912,079	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	8	VotingMembersGoverningBodyCnt
Voting Members Independent	8	VotingMembersIndependentCnt
Total Employee	34	TotalEmployeeCnt
Total Volunteers	16	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$2,956,421	PYContributionsGrantsAmt
CY Contributions Grants	$533,082	CYContributionsGrantsAmt
PY Program Service Revenue	$3,878,206	PYProgramServiceRevenueAmt
CY Program Service Revenue	$3,245,256	CYProgramServiceRevenueAmt
PY Investment Income	$157,478	PYInvestmentIncomeAmt
CY Investment Income	$734,817	CYInvestmentIncomeAmt
PY Other Revenue	$633,768	PYOtherRevenueAmt
CY Other Revenue	$669,366	CYOtherRevenueAmt
PY Total Revenue	$7,625,873	PYTotalRevenueAmt
CY Total Revenue	$5,182,521	CYTotalRevenueAmt
PY Grants And Similar Paid	$6,000	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	$2,863,795	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$3,067,736	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$350,227	CYTotalFundraisingExpenseAmt
PY Other Expenses	$3,369,426	PYOtherExpensesAmt
CY Other Expenses	$3,309,087	CYOtherExpensesAmt
PY Total Expenses	$6,239,221	PYTotalExpensesAmt
CY Total Expenses	$6,376,823	CYTotalExpensesAmt
PY Revenues Less Expenses	$1,386,652	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$1,194,302	CYRevenuesLessExpensesAmt
Total Assets BOY	$6,589,957	TotalAssetsBOYAmt
Total Assets EOY	$5,453,846	TotalAssetsEOYAmt
Total Liabilities BOY	$2,101,375	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,418,692	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$4,488,582	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$3,035,154	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	0	SignificantChangeInd
Expense	$1,830,061	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$1,482,447	RevenueAmt
Desc	CONSULTING & ASSESSMENT SERVICES:BOARDSOURCE'S CONSULTING AND ASSESSMENT SERVICES HELP ORGANIZATIONS IDENTIFY CORE ISSUES IN THEIR BOARD PERFORMANCE AND DEVELOPMENT. IN 2019, BOARDSOURCE CONDUCTED APPROXIMATELY 1,000 BOARD AND CHIEF EXECUTIVE ASSESSMENTS AND WORKED WITH OVER100 ORGANIZATIONS ON MORE IN-DEPTH CONSULTING ENGAGEMENTS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$1,300,298	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$1,461,981	RevenueAmt
Desc	MEMBERSHIP PROGRAMS:BOARDSOURCE HAS SEVERAL MEMBERSHIP PROGRAMS TO MEET THE NEEDS OF ORGANIZATIONS, NETWORKS, AND INDIVIDUAL LEADERS. BOARDSOURCE'S CORE MEMBERSHIP PROGRAM IS THE BOARD SUPPORT PROGRAM, WHICH PROVIDES ORGANIZATIONS WITH A FUNDAMENTAL SET OF BOARD DEVELOPMENT RESOURCES, INCLUDING AN ANNUAL BOARD SELF-ASSESSMENT AND UNLIMITED ACCESS TO OUR ON-DEMAND CERTIFICATE OF NONPROFIT BOARD EDUCATION AND EMAIL-BASED TECHNICAL ASSISTANCE.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$1,133,780	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$0	RevenueAmt
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 OPPORTUNITES TO UNLEASH GREATER IMPACT FOR THE SECTOR AS A WHOLE. BOARDSOURCE'S LEADERSHIP ALSO FOCUSES ON IDENTIFYING AND INTREPRETING 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	GrantGrantAmt	RevenueRevenueAmt
$373,296	BOARDSOURCE LEADERSHIP FORUM:BOARDSOURCE'S 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. 2019 WAS A PLANNING YEAR FOR THE CONFERENCE, WHICH WILL TAKE PLACE IN MAY, 2020.
$233,054	PUBLIC EDUCATION PROGRAMS:BOARDSOURCE'S EDUCATIONAL PROGRAMS PROVIDE FOCUSED SUPPORT TO BOARD MEMBERS, NONPROFIT EXECUTIVES, GOVERNANCE CONSULTANTS AND OTHERS LOOKING TO CULTIVATE KNOWLEDGE AND UNDERSTANDING OF STRONG BOARD LEADERSHIP PRACTICES. OFFERINGS INCLUDE REMOTE-ACCESS TRAINING PROGRAMS AND ROLE-BASED TRAINING PROGRAMS FOR EXECUTIVES, BOARD MEMBERS AND CONSULTANTS. BOARDSOURCE'S TRAINING PROGRAMS REACHED MORE THAN 2,800 NONPROFIT LEADERS IN 2019.	$0	$300,828
$269,643	WRITTEN RESOURCES:BOARDSOURCE'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 2019 ALONE, MORE THAN 200,000 WRITTEN RESOURCES WERE ACCESSED BY NONPROFIT LEADERS FROM ACROSS THE COUNTRY AND AROUND THE GLOBE.	$0	$316,391

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$875,993	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$0	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$617,219	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$5,140,132	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	39	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	34	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	8	GoverningBodyVotingMembersCnt
Independent Voting Member	8	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
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 650	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20001	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 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	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
CATHY TROWER
BOARD CHAIR	6.00	Yes (X)	Yes (X)	$0	$0	$0
YANELA FRIAS
VICE CHAIR	4.00	Yes (X)	Yes (X)	$0	$0	$0
JULIA WILSON
SECRETARY	3.00	Yes (X)	Yes (X)	$0	$0	$0
KEITH LIEDERMAN
TREASURER	4.00	Yes (X)	Yes (X)	$0	$0	$0
SHARON ROSSMARK
TREASURER UNTIL 9/2019	3.00	Yes (X)	Yes (X)	$0	$0	$0
CAROL GOSS
DIRECTOR	3.00	Yes (X)		$0	$0	$0
JUDY VREDENBURGH
DIRECTOR	2.00	Yes (X)		$0	$0	$0
KEVIN WALKER
DIRECTOR	3.00	Yes (X)		$0	$0	$0
RICK MOYERS
DIRECTOR	3.00	Yes (X)		$0	$0	$0
SYLVIA YEE
DIRECTOR UNTIL 12/2019	3.00	Yes (X)		$0	$0	$0
ANNE WALLESTAD
PRESIDENT & CEO	40.00		Yes (X)	$273,586	$0	$73,092
JOAN PAYNE
VP OF FINANCE	40.00		Yes (X)	$119,053	$0	$22,875
JENIFER HOLLAND
ASSOCIATE VP, CONSULTING &	40.00			$124,599	$0	$21,368	Yes (X)
JAMES TAYLOR
VP OF SECTOR LEADERSHIP INITIATIVES AND EDUCATION	40.00			$144,121	$0	$21,690	Yes (X)
ANDREW DAVIS
DIRECTOR OF EDUCATION	40.00			$103,667	$0	$11,362	Yes (X)
MARCI SUNDERLAND
VP OF HUMAN CAPITAL UNTIL 6/2019	40.00			$162,571	$0	$11,782		Yes (X)
ANNE MEAD
DIRECTOR OF COMM UNTIL 12/2019	40.00			$107,161	$0	$18,594		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,034,758	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$180,763	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	7	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

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

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	648 W ALDINE AVE 3	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60657	ZIPCd

Field	Value	IRS element (for citing)
Services	GOVERNANCE CONSULTING	ServicesDesc
Compensation	$125,400	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$533,082	AllOtherContributionsAmt
Total Contributions	$533,082	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES	900099	$1,461,981	$1,461,981
CONSULTING	900099	$898,079	$898,079
ASSESSMENTS	900099	$584,368	$584,368
TRAINING FEES	900099	$300,828	$300,828

Field	Value	IRS element (for citing)
Total Program Service Revenue	$3,245,256	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$81,975	TotalRevenueColumnAmt
Exclusion	$81,975	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$54,697	TotalRevenueColumnAmt
Exclusion	$54,697	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$296,045	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	$296,045	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$296,045	TotalRevenueColumnAmt
Exclusion	$296,045	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,320,000	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$667,158	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$652,842	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$652,842	TotalRevenueColumnAmt
Exclusion	$652,842	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$378,791	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$62,400	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$316,391	TotalRevenueColumnAmt
Related Or Exempt Func Income	$316,391	RelatedOrExemptFuncIncomeAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,233	TotalRevenueColumnAmt
Exclusion	$2,233	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$2,233	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,182,521	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,561,647	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,087,792	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$444,608	TotalAmt
Program Services	$241,492	ProgramServicesAmt
Management And General	$154,875	ManagementAndGeneralAmt
Fundraising	$48,241	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$2,153,211	TotalAmt
Program Services	$1,721,951	ProgramServicesAmt
Management And General	$312,115	ManagementAndGeneralAmt
Fundraising	$119,145	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$63,292	TotalAmt
Program Services	$51,718	ProgramServicesAmt
Management And General	$8,371	ManagementAndGeneralAmt
Fundraising	$3,203	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$210,913	TotalAmt
Program Services	$171,665	ProgramServicesAmt
Management And General	$26,939	ManagementAndGeneralAmt
Fundraising	$12,309	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$195,712	TotalAmt
Program Services	$149,237	ProgramServicesAmt
Management And General	$34,274	ManagementAndGeneralAmt
Fundraising	$12,201	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$493,183	TotalAmt
Program Services	$493,183	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$5,987	TotalAmt
Program Services	$4,445	ProgramServicesAmt
Management And General	$1,183	ManagementAndGeneralAmt
Fundraising	$359	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$90,945	TotalAmt
Program Services	$67,529	ProgramServicesAmt
Management And General	$17,965	ManagementAndGeneralAmt
Fundraising	$5,451	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$555,842	TotalAmt
Program Services	$480,375	ProgramServicesAmt
Management And General	$25,507	ManagementAndGeneralAmt
Fundraising	$49,960	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$162,108	TotalAmt
Program Services	$132,951	ProgramServicesAmt
Management And General	$22,370	ManagementAndGeneralAmt
Fundraising	$6,787	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$134,202	TotalAmt
Program Services	$107,919	ProgramServicesAmt
Management And General	$17,707	ManagementAndGeneralAmt
Fundraising	$8,576	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$37,117	TotalAmt
Program Services	$27,560	ProgramServicesAmt
Management And General	$7,332	ManagementAndGeneralAmt
Fundraising	$2,225	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$12,347	TotalAmt
Program Services	$12,347	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$925,228	TotalAmt
Program Services	$687,006	ProgramServicesAmt
Management And General	$182,768	ManagementAndGeneralAmt
Fundraising	$55,454	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$281,552	TotalAmt
Program Services	$274,093	ProgramServicesAmt
Management And General	$4,357	ManagementAndGeneralAmt
Fundraising	$3,102	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$67,290	TotalAmt
Program Services	$63,162	ProgramServicesAmt
Management And General	$1,940	ManagementAndGeneralAmt
Fundraising	$2,188	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$1,190	TotalAmt
Program Services	$884	ProgramServicesAmt
Management And General	$235	ManagementAndGeneralAmt
Fundraising	$71	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$267,849	TotalAmt
Program Services	$198,885	ProgramServicesAmt
Management And General	$52,910	ManagementAndGeneralAmt
Fundraising	$16,054	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$42,517	TotalAmt
Program Services	$32,266	ProgramServicesAmt
Management And General	$7,865	ManagementAndGeneralAmt
Fundraising	$2,386	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
LICENSES/PERMITS	$118,459	$113,084	$4,124	$1,251
BANK FEES	$68,923	$66,110	$2,159	$654
SHIPPING/POSTAGE/PRINTI	$41,379	$39,760	$1,116	$503
STAFF RECRUITMENT	$2,969	$2,510	$352	$107

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$6,376,823	TotalAmt
Program Services	$5,140,132	ProgramServicesAmt
Management And General	$886,464	ManagementAndGeneralAmt
Fundraising	$350,227	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$174	BOYAmt
EOY	$330	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$917,847	BOYAmt
EOY	$301,193	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,240,000	BOYAmt
EOY	$460,500	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$166,376	BOYAmt
EOY	$204,823	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$125,974	BOYAmt
EOY	$134,264	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$204,145	BOYAmt
EOY	$176,697	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$2,464,945	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,646,259	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,002,927	BOYAmt
EOY	$818,686	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$2,932,514	BOYAmt
EOY	$3,357,353	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$6,589,957	BOYAmt
EOY	$5,453,846	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$193,536	BOYAmt
EOY	$337,798	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$1,021,178	BOYAmt
EOY	$1,406,299	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$886,661	BOYAmt
EOY	$674,595	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,101,375	BOYAmt
EOY	$2,418,692	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	$2,280,747	BOYAmt
EOY	$1,676,685	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,207,835	BOYAmt
EOY	$1,358,469	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$4,488,582	BOYAmt
EOY	$3,035,154	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$6,589,957	BOYAmt
EOY	$5,453,846	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$1,194,302	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$259,126	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	$1,953,740	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,562,662	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,415,071	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,956,421	CurrentTaxYearMinus1YearAmt
Current Tax Year	$533,082	CurrentTaxYearAmt
Total	$8,420,976	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,546,292	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,657,712	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$5,036,885	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,266,656	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,624,047	CurrentTaxYearAmt
Total	$21,131,592	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$6,500,032	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,220,374	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,451,956	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$7,223,077	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,157,129	CurrentTaxYearAmt
Total	$29,552,568	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$759,750	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$822,875	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$625,000	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$850,000	CurrentTaxYearMinus1YearAmt
Total	$3,057,625	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$16,628	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$384,944	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$108,156	CurrentTaxYearMinus1YearAmt
Current Tax Year	$58,842	CurrentTaxYearAmt
Total	$568,570	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$759,750	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$839,503	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,009,944	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$958,156	CurrentTaxYearMinus1YearAmt
Current Tax Year	$58,842	CurrentTaxYearAmt
Total	$3,626,195	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$25,926,373	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$196,190	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$284,014	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$424,324	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$459,544	CurrentTaxYearMinus1YearAmt
Current Tax Year	$432,717	CurrentTaxYearAmt
Total	$1,796,789	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$196,190	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$284,014	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$424,324	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$459,544	CurrentTaxYearMinus1YearAmt
Current Tax Year	$432,717	CurrentTaxYearAmt
Total	$1,796,789	TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$143	CurrentTaxYearMinus2YearsAmt
Total	$143	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$20,543	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$50,042	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$9,242	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,966	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,233	CurrentTaxYearAmt
Total	$86,026	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$6,716,765	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,554,430	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,885,665	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$7,686,587	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,592,079	CurrentTaxYearAmt
Total	$31,435,526	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.82470	PublicSupportCY509Pct
Public Support PY509	0.82550	PublicSupportPY509Pct
Investment Income CY	0.05720	InvestmentIncomeCYPct
Investment Income PY	0.04690	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	$4,911	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$4,911	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$6,345,842	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$6,350,753	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$467,538	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$116,885	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	$423,452	CurrentYearMinus3Amt
Current Year Minus2	$467,688	CurrentYearMinus2Amt
Current Year Minus1	$461,961	CurrentYearMinus1Amt
Current Year	$6,345,842	CurrentYearAmt
Total	$7,698,943	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$11,548,415	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$367	CurrentYearMinus3Amt
Current Year Minus2	$4,527	CurrentYearMinus2Amt
Current Year Minus1	$6,440	CurrentYearMinus1Amt
Current Year	$4,911	CurrentYearAmt
Total	$16,245	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$105,863	CurrentYearMinus3Amt
Current Year Minus2	$116,922	CurrentYearMinus2Amt
Current Year Minus1	$115,490	CurrentYearMinus1Amt
Current Year	$116,885	CurrentYearAmt
Total	$455,160	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$682,740	GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$367	CurrentYearMinus3Amt
Current Year Minus2	$4,527	CurrentYearMinus2Amt
Current Year Minus1	$4,141	CurrentYearMinus1Amt
Current Year	$4,911	CurrentYearAmt
Total	$13,946	TotalAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$316,223	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$1,750	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$16,343	GrantsOrScholarshipsAmt
End Year Balance	$298,130	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.08810	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.64020	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.27170	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	$511,008	OtherCostOrOtherBasisAmt
Depreciation	$374,301	DepreciationAmt
Book Value	$136,707	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$806,983	OtherCostOrOtherBasisAmt
Depreciation	$806,983	DepreciationAmt
Book Value	$0	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$639,299	OtherCostOrOtherBasisAmt
Depreciation	$274,517	DepreciationAmt
Book Value	$364,782	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$507,655	OtherCostOrOtherBasisAmt
Depreciation	$190,458	DepreciationAmt
Book Value	$317,197	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$818,686	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
DEFFERED CONSTRUCTION ALLOWANCE	$291,731
DEFFERED RENT	$382,864

Field	Value	IRS element (for citing)
Total Liability	$674,595	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$5,065,321	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$259,126	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$79,526	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	-$179,600	RevenueNotReportedAmt
Revenue Subtotal	$5,244,921	RevenueSubtotalAmt
Other Revenues Not Included	-$62,400	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$62,400	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$5,182,521	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$6,518,749	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$79,526	DonatedServicesUseFcltsAmt
Other Expenses Included	$62,400	OtherExpensesIncludedAmt
Expenses Not Reported	$141,926	ExpensesNotReportedAmt
Expenses Subtotal	$6,376,823	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$6,376,823	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 ON INCOME OTHER THAN NET UNRELATED BUSINESS INCOME UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). 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 -62,400.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	COST OF GOODS SOLD 62,400.

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 SERVICES	0	$5,000	$15,500	-$15,500
ORR GROUP
3000 K STREET NW STE 280	WASHINGTON	DC	20007	SPONSORSHIP OUTREACH SERVICES	0	$0	$55,250	-$55,250

Field	Value	IRS element (for citing)
Total Gross Receipts	$5,000	TotalGrossReceiptsAmt
Total Retained By Contractors	$70,750	TotalRetainedByContractorsAmt
Total Net To Organization	-$70,750	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 (4 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	$253,586	$0	$20,000	$0	$0	$0	$54,891	$0	$18,201	$0	$346,678	$0	$0	$0
JAMES TAYLOR
VP OF SECTOR LEADERSHIP INITIATIVES	$144,121	$0	$0	$0	$0	$0	$2,533	$0	$19,157	$0	$165,811	$0	$0	$0
MARCI SUNDERLAND
VP OF HUMAN CAPITAL UNTIL 6/2019	$162,571	$0	$0	$0	$0	$0	$3,066	$0	$8,716	$0	$174,353	$0	$0	$0
ANNE MEAD
DIRECTOR OF COMM UNTIL 12/2019	$107,161	$0	$0	$0	$0	$0	$4,289	$0	$14,305	$0	$125,755	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 4A	FormAndLineReferenceDesc
Explanation	MARCI SUNDERLAND RECEIVED SEVERANCE OF $86,190 UNDER THE TERMS OF A RELEASE AGREEMENT.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 2019, THIS ANALYSIS WAS COMPILED BY THE VICE PRESIDENT OF HUMAN CAPITAL AND OPERATIONS USING COMPARABLE SALARY DATA FROM THREE OR MORE NONPROFIT 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 BOARD CHAIR, 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 2019, THE CHAIR OF THE CEO EVALUATION AND COMPENSATION COMMITTEE WAS RESPONSIBLE FOR PROVIDING WRITTEN DOCUMENTATION TO THE VICE PRESIDENT OF HUMAN CAPITAL AND OPERATIONS ON THE NEWLY APPROVED SALARY AND EFFECTIVE DATE PRIOR TO DETERMINING A COMPENSATION INCREASE FOR THE OFFICERS & KEY EMPLOYEES, A COMPENSATION ANALYSIS IS COMPLETED. IN PREVIOUS YEARS, THIS ANALYSIS WAS COMPILED BY THE VICE PRESIDENT OF HUMAN CAPITAL AND OPERATIONS USING COMPARABLE SALARY DATA FROM THREE OR MORE NONPROFIT SALARY SURVEYS AS WELL AS COMPARABLE ORGANIZATION SALARY INFORMATION COMPILED FROM THE FEDERAL FORM 990 OF SIMILAR ORGANIZATIONS TO USE AS A REFERENCE. THE COMPENSATION ANALYSIS IS PROVIDED TO THE PRESIDENT & CEO. BASED ON THE PERFORMANCE EVALUATION OF THESE INDIVIDUALS, THE PRESIDENT & CEO PROVIDES A MEMO TO THE BOARD OF DIRECTORS REOUESTING A COMPENSATION ADJUSTMENT ALONG WITH THE COMPENSATION ANALYSIS AND A PROPOSED BOARD OF DIRECTORS RESOLUTION AUTHORIZING A SALARY INCREASE. THIS IS TYPICALLY COMPLETED DURING THE EXECUTIVE SESSION OF A BOARD MEETING OR THROUGH CONFIDENTIAL E-MAIL. ANY INCREASES IN COMPENSATION FOR OFFICERS & KEY EMPLOYEES REQUIRES APPROVAL OF THE BOARD. THE CHAIR OF THE BOARD OF DIRECTORS THEN PROVIDES WRITTEN APPROVAL TO THE VICE PRESIDENT OF HUMAN CAPITAL AND OPERATIONS ON THE NEWLY APPROVED SALARIES AND EFFECTIVE DATE. 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 THE POLICY LISTED ABOVE. 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, AT WHICH POINT THIS PROCESS FOR BOARD REVIEW OF COMPENSATION WAS UTILIZED.
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.