WORLD AFFAIRS COUNCIL OF: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WORLD AFFAIRS COUNCIL OF (EIN 94-1156356)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202013159349302481
- 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 D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T10:57:19-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330835986 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 MAIN STREET 9TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941051815 | 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 | 941156356 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORLD AFFAIRS COUNCIL OF | BusinessNameLine1Txt |
| Business Name Line2 | NORTHERN CALIFORNIA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WORL | BusinessNameControlTxt |
| Phone | 4152934630 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 SUTTER STREET NO 312 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZY ANTOUNIAN | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Phone | 4152934600 | PhoneNum |
| Signature | 2020-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOUA LO | PreparerPersonNm |
| PTIN | P01225144 | PTIN |
| Phone | 4157812500 | PhoneNum |
| Preparation | 2020-11-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 149.20.203.62 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-03 | IPDt |
| IP Tm | 12:39:08 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F4C96650974DC2F7134376A1B25ACB38E91AD6AB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1CB256F184797CA3E42BB3C29AD19438E2AE95E0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PHILIP W YUN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 SUTTER STREET NO 312 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,691,329 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WORLDAFFAIRS.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1947 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | EDUCATION AND ENGAGEMENT ON INTERNATIONAL ISSUES THROUGH PUBLIC PROGRAMS, CONFERENCES, MEDIA AND THE WORK OF GLOBAL PHILANTHROPHY FORUM WITH PHILANTHROPISTS AND SOCIAL INVESTORS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 40 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 40 | VotingMembersIndependentCnt |
| Total Employee | 23 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,137,100 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,099,702 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $325,948 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $292,247 | CYProgramServiceRevenueAmt |
| PY Investment Income | $436,354 | PYInvestmentIncomeAmt |
| CY Investment Income | $264,487 | CYInvestmentIncomeAmt |
| PY Other Revenue | $567,377 | PYOtherRevenueAmt |
| CY Other Revenue | $646,263 | CYOtherRevenueAmt |
| PY Total Revenue | $3,466,779 | PYTotalRevenueAmt |
| CY Total Revenue | $2,302,699 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $120,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,917,964 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,918,706 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $18,870 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $361,405 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,418,639 | PYOtherExpensesAmt |
| CY Other Expenses | $1,182,277 | CYOtherExpensesAmt |
| PY Total Expenses | $3,336,603 | PYTotalExpensesAmt |
| CY Total Expenses | $3,239,853 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $130,176 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$937,154 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,670,488 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,548,182 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $458,108 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $508,164 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,212,380 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,040,018 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE ORGANIZATION IS TO ENGAGE THE PUBLIC IN THE EXPLORATION OF ISSUES AND OPPORTUNITIES THAT TRANSCEND BORDERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,053,775 | ExpenseAmt |
| Grant | $20,000 | GrantAmt |
| Revenue | $234,120 | RevenueAmt |
| Desc | THE GLOBAL PHILANTHROPY FORUM (GPF) IS A DIVERSE COMMUNITY OF PHILANTHROPISTS, SOCIAL INVESTORS, GRANT MAKERS AND EXECUTIVES OF FOUNDATIONS COMMITTED TO STRATEGIC PHILANTHROPY AND ENGAGED IN INTERNATIONAL CAUSES. THROUGH AN ANNUAL CONFERENCE AND SPECIAL EVENTS, THE GPF CONNECTS THE MEMBERS OF THIS COMMUNITY TO ISSUES, TO EFFECTIVE STRATEGIES, TO POTENTIAL CO-FUNDING PARTNERS AND TO EMBLEMATIC AGENTS OF CHANGE FROM AROUND THE WORLD. IN SO DOING, GPF AIMS TO INFORM, ENABLE AND ENHANCE THE STRATEGIC NATURE OF THEIR PHILANTHROPY, GRANT MAKING AND SOCIAL INVESTING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,104,227 | ExpenseAmt |
| Grant | $100,000 | GrantAmt |
| Revenue | $58,127 | RevenueAmt |
| Desc | THE WORLD AFFAIRS COUNCIL OF NORTHERN CALIFORNIA ENGAGES THE PUBLIC IN THE EXPLORATION OF ISSUES AND OPPORTUNITIES THAT TRANSCEND BORDERS. IT CONVENES THOUGHT LEADERS, CHANGE MAKERS AND ENGAGES CITIZENS TO SHARE IDEAS, LEARN FROM EACH OTHER AND ENGAGE IN CONVERSATIONS THAT MATTER. FOUNDED IN 1947 WORLD AFFAIRS REMAINS ONE OF THE MOST VIBRANT GLOBAL AFFAIRS ORGANIZATIONS ON THE WEST COAST. PROGRAMS INCLUDE: GLOBAL POLICY FORUM; THE EDUCATION PROGRAM SERVING STUDENTS AND EDUCATORS, THE CITIZEN AWARDS DINNER, A WEEKLY RADIO PROGRAM AIRING ON NPR STATIONS, PODCASTS AND MULTI-MEDIA OFFERINGS ON THE ORGANIZATION'S WEBSITE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,158,002 | 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 | 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 | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 23 | 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 | 40 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 40 | 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 | 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 | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYLVESTER BONGOLAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4152934630 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 SUTTER STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (54 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 |
|---|---|---|---|---|---|---|---|
| VISBAL JONATHAN | |||||||
| TRUSTEE, CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ARNOLD DAVID D | |||||||
| TRUSTEE, TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MCKENZIE GEORGE LINDA | |||||||
| TRUSTEE, SECRETARY (THROUGH 12/19) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANDERSON SIGURD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BAKER MICHAEL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BAKHSHI NANDITA | |||||||
| TRUSTEE (THROUGH 8/19) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BINDER JONI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BLEICH JEFFREY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BONNEY J DENNIS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CALHOUN LINDA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHIN CHRISTY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DONNELLEY ELLIOTT | |||||||
| TRUSTEE (THROUGH 4/19) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DRAPER WILLIAM H | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FISH RAM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANKEL CHARLES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FULLER WILLIAM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GAEDE WILLIAM G | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GANTEN JENNIFER | |||||||
| TRUSTEE (THROUGH 1/19) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GIERE JOHN | |||||||
| TRUSTEE (THROUGH 12/19) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GUERNSEY KEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GUGGENHIME RICHARD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HAIDAMUS RAMZI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HOLZEMER BEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANJUA ARIF | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JARVIS NANCY A | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KRAUSZ STEVEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LANDFAIR STAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MALIK SABEEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIREK LORI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MONDAL MAINUL ISLAM | |||||||
| TRUSTEE (THROUGH 12/19) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MOORE JAMES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NORBY R DOUG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| OVERHOFF BETTY | |||||||
| TRUSTEE (THROUGH 3/19) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILLIPS JASON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| POWELL ANDREW | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RAJGOPAL KAUSIK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RETTENBERG FRANK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERTSON PETER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERTSON JAMES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SAHAI AVANISH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SASSON UZI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SERA YUMI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SIINO THOMAS | |||||||
| TRUSTEE (THROUGH 4/19) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUCCAR RANIA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SYDNEY SMITH KATHRYN | |||||||
| TRUSTEE (THROUGH 9/19) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VISWANATHAN SRIRAM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WIESBARD BRYAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLRICH MASON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ZOGLIN KATIE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WALES JANE | |||||||
| EX-OFFICIO TRUSTEE,CEO(THROUGH 8/31) | 40.00 | Yes (X) | $308,324 | $0 | $29,403 | ||
| YUN PHILIP | |||||||
| EX-OFFICIO TRUSTEE, CEO | 40.00 | Yes (X) | $64,185 | $0 | $91 | ||
| ANTOUNIAN SUZY | |||||||
| EX-OFFICIO TRUSTEE, COO | 40.00 | Yes (X) | $215,848 | $0 | $23,775 | ||
| THORSON CARLA | |||||||
| VP PUBLIC PROGRAMS | 40.00 | $140,209 | $0 | $28,817 | Yes (X) | ||
| BEATTY LAURA | |||||||
| EXECUTIVE PRODUCER | 40.00 | $105,027 | $0 | $19,054 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $833,593 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $101,140 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SPENCER STUART | |||||
| PO BOX 98991 | CHICAGO | IL | 60693 | EXECUTIVE SEARCH | $143,490 |
| GOOD COMPANY COMMUNICATIONS | |||||
| 904 SAINT HELENA AVENUE | SANTA ROSA | CA | 95404 | AUDIO VISUAL | $132,504 |
| HC GLOBAL FUND SERVICES LLC | |||||
| 312 SUTTER STREET SUITE 601 | SAN FRANCISCO | CA | 94108 | ACCOUNTING SERVICES | $112,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $56,483 | MembershipDuesAmt |
| Fundraising | $228,844 | FundraisingAmt |
| All Other Contributions | $814,375 | AllOtherContributionsAmt |
| Noncash Contributions | $6,474 | NoncashContributionsAmt |
| Total Contributions | $1,099,702 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $292,247 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $292,247 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $292,247 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $264,487 | TotalRevenueColumnAmt |
| Exclusion | $264,487 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,011,143 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $279,068 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $732,075 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $732,075 | TotalRevenueColumnAmt |
| Exclusion | $732,075 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $23,750 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $228,844 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $109,562 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$85,812 | TotalRevenueColumnAmt |
| Exclusion | -$85,812 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,302,699 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $292,247 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $910,750 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Program Services | $100,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,000 | TotalAmt |
| Program Services | $20,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $641,626 | TotalAmt |
| Program Services | $349,046 | ProgramServicesAmt |
| Management And General | $208,313 | ManagementAndGeneralAmt |
| Fundraising | $84,267 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $976,544 | TotalAmt |
| Program Services | $736,458 | ProgramServicesAmt |
| Management And General | $107,601 | ManagementAndGeneralAmt |
| Fundraising | $132,485 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,549 | TotalAmt |
| Program Services | $62,012 | ProgramServicesAmt |
| Management And General | $13,391 | ManagementAndGeneralAmt |
| Fundraising | $18,146 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,979 | TotalAmt |
| Program Services | $72,671 | ProgramServicesAmt |
| Management And General | $17,173 | ManagementAndGeneralAmt |
| Fundraising | $22,135 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,008 | TotalAmt |
| Program Services | $71,985 | ProgramServicesAmt |
| Management And General | $10,012 | ManagementAndGeneralAmt |
| Fundraising | $13,011 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,190 | TotalAmt |
| Program Services | $73,320 | ProgramServicesAmt |
| Management And General | $46,310 | ManagementAndGeneralAmt |
| Fundraising | $22,560 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,870 | TotalAmt |
| Fundraising | $18,870 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,197 | TotalAmt |
| Program Services | $48,120 | ProgramServicesAmt |
| Management And General | $53,264 | ManagementAndGeneralAmt |
| Fundraising | $25,813 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,135 | TotalAmt |
| Program Services | $46,636 | ProgramServicesAmt |
| Management And General | $3,351 | ManagementAndGeneralAmt |
| Fundraising | $16,148 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,955 | TotalAmt |
| Program Services | $11,559 | ProgramServicesAmt |
| Management And General | $47,997 | ManagementAndGeneralAmt |
| Fundraising | $1,399 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,587 | TotalAmt |
| Program Services | $4,021 | ProgramServicesAmt |
| Management And General | $44,566 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,345 | TotalAmt |
| Program Services | $138,860 | ProgramServicesAmt |
| Management And General | $4,955 | ManagementAndGeneralAmt |
| Fundraising | $530 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,058 | TotalAmt |
| Program Services | $27,094 | ProgramServicesAmt |
| Management And General | $122,967 | ManagementAndGeneralAmt |
| Fundraising | $4,997 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,280 | TotalAmt |
| Management And General | $34,280 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAMS | $402,940 | $396,220 | $6,266 | $454 |
| DONOR RELATIONS | $590 | $590 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,239,853 | TotalAmt |
| Program Services | $2,158,002 | ProgramServicesAmt |
| Management And General | $720,446 | ManagementAndGeneralAmt |
| Fundraising | $361,405 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $420,654 | BOYAmt |
| EOY | $214,585 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,158,482 | BOYAmt |
| EOY | $931,001 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,405 | BOYAmt |
| EOY | $92,300 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,948 | BOYAmt |
| EOY | $67,636 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,897 | BOYAmt |
| EOY | $83,201 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,101,298 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,127,705 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,085,550 | BOYAmt |
| EOY | $973,593 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,479,104 | BOYAmt |
| EOY | $5,854,369 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,448 | BOYAmt |
| EOY | $331,497 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,670,488 | BOYAmt |
| EOY | $8,548,182 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $266,895 | BOYAmt |
| EOY | $199,036 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,236 | BOYAmt |
| EOY | $197,018 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,977 | BOYAmt |
| EOY | $112,110 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $458,108 | BOYAmt |
| EOY | $508,164 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,937,755 | BOYAmt |
| EOY | $1,494,726 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,274,625 | BOYAmt |
| EOY | $6,545,292 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,212,380 | BOYAmt |
| EOY | $8,040,018 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,670,488 | BOYAmt |
| EOY | $8,548,182 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$937,154 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $764,792 | 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 | $2,879,048 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,008,275 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,026,760 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,137,100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,099,702 | CurrentTaxYearAmt |
| Total | $11,150,885 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $504,194 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $470,215 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $394,315 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $325,948 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $292,247 | CurrentTaxYearAmt |
| Total | $1,986,919 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,383,242 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,478,490 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,421,075 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,463,048 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,391,949 | CurrentTaxYearAmt |
| Total | $13,137,804 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $325,843 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $308,579 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $321,793 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $164,940 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $104,200 | CurrentTaxYearAmt |
| Total | $1,225,355 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $325,843 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $308,579 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $321,793 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $164,940 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $104,200 | CurrentTaxYearAmt |
| Total | $1,225,355 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $11,912,449 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $953,403 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $993,023 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,173,851 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,247,608 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,275,630 | CurrentTaxYearAmt |
| Total | $5,643,515 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $953,403 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $993,023 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,173,851 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,247,608 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,275,630 | CurrentTaxYearAmt |
| Total | $5,643,515 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,336,645 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,471,513 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,594,926 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,710,656 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,667,579 | CurrentTaxYearAmt |
| Total | $18,781,319 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.63430 | PublicSupportCY509Pct |
| Public Support PY509 | 0.54420 | PublicSupportPY509Pct |
| Investment Income CY | 0.30050 | InvestmentIncomeCYPct |
| Investment Income PY | 0.25760 | 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 | $5,443,795 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $999,091 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $272,252 | OtherExpendituresAmt |
| End Year Balance | $6,170,634 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,061,710 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$357,915 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $260,000 | OtherExpendituresAmt |
| End Year Balance | $5,443,795 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,389,573 | BeginningYearBalanceAmt |
| Contributions | $50,000 | ContributionsAmt |
| Investment Earnings Or Losses | $847,067 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $224,930 | OtherExpendituresAmt |
| End Year Balance | $6,061,710 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,081,558 | BeginningYearBalanceAmt |
| Contributions | $4,780 | ContributionsAmt |
| Investment Earnings Or Losses | $531,796 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $228,561 | OtherExpendituresAmt |
| End Year Balance | $5,389,573 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,206,131 | BeginningYearBalanceAmt |
| Contributions | $227,371 | ContributionsAmt |
| Investment Earnings Or Losses | -$130,799 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $221,145 | OtherExpendituresAmt |
| End Year Balance | $5,081,558 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.54490 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.45510 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $315,665 | OtherCostOrOtherBasisAmt |
| Book Value | $315,665 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,027,543 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,452,185 | DepreciationAmt |
| Book Value | $575,358 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $758,090 | OtherCostOrOtherBasisAmt |
| Depreciation | $675,520 | DepreciationAmt |
| Book Value | $82,570 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $973,593 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| Amt | $112,110 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $112,110 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,157,054 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $764,792 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $109,563 | OtherRevenueAmt |
| Revenue Not Reported | $874,355 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,282,699 | RevenueSubtotalAmt |
| Other Revenues Not Included | $20,000 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $20,000 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,302,699 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,329,416 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $109,563 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $109,563 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,219,853 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $20,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $20,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,239,853 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE USED TO SUPPORT PROGRAMMING IN HUMAN RIGHTS AND RELATED FIELDS AND TO SUPPORT STUDENT SCHOLARSHIPS FOR VARIOUS COUNCIL ACTIVITIES. |
| PART X, LINE 2: | THE COUNCIL IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. EACH YEAR, MANAGEMENT CONSIDERS WHETHER THE COUNCIL HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS, INCLUDING WHETHER THE COUNCIL HAS ENGAGED IN ANY ACTIVITIES THAT COULD AFFECT THE COUNCIL'S INCOME TAX STATUS OR RESULT IN TAXABLE INCOME. MANAGEMENT BELIEVES THAT ANY POSITIONS THE COUNCIL HAS TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY AND WOULD MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THAT THE COUNCIL DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 109,563. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GRANT NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 20,000. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 109,563. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANT NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 20,000. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SUB-SAHARAN AFRICA | RegionTxt |
| Cash Grant | $20,000 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursementTxt |
| Valuation Method Used | BOOK | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JODY MAHONEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2031 - 30TH AVENUE | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $18,870 | RetainedByContractorAmt |
| Net To Organization | -$18,870 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $18,870 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$18,870 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AWARD DINNER | Event1Nm |
| Gross Receipts Event1 | $252,594 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $228,844 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $23,750 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $749 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $22,109 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $50,878 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $35,826 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $252,594 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $228,844 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $23,750 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $749 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $22,109 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $50,878 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $35,826 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $109,562 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$85,812 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASPEN INSTITUTE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 N STREET NW SUITE 700 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 840399006 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $100,000 | CashGrantAmt |
| Purpose Of Grant | PROGRAM SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WALES JANE | ||||||||||||||
| EX-OFFICIO TRUSTEE,CEO(THROUGH 8/31) | $308,324 | $0 | $0 | $0 | $0 | $0 | $28,000 | $0 | $1,403 | $0 | $337,727 | $0 | $0 | $0 |
| ANTOUNIAN SUZY | ||||||||||||||
| EX-OFFICIO TRUSTEE, COO | $202,848 | $0 | $13,000 | $0 | $0 | $0 | $22,444 | $0 | $1,331 | $0 | $239,623 | $0 | $0 | $0 |
| THORSON CARLA | ||||||||||||||
| VP PUBLIC PROGRAMS | $138,779 | $0 | $1,430 | $0 | $0 | $0 | $14,762 | $0 | $14,055 | $0 | $169,026 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION IS A MEMBERSHIP ORGANIZATION. THE MEMBERS ELECT THE TRUSTEES AND ATTEND AN ANNUAL MEMBERSHIP MEETING WHICH COINCIDES WITH A BOARD MEETING. ALL GOVERNANCE DECISIONS ARE MADE BY THE BOARD OF TRUSTEE IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION HAS MEMBERS WHO ELECT THE TRUSTEES. THE MEMBERS CANNOT APPOINT TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. THE FORM IS THEN REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND ITS AUDIT COMMITTEE. THIS GROUP OF INDIVIDUALS DISCUSSES THE CONTENTS OF THE RETURN WITH THE OUTSIDE TAX PROFESSIONAL AS NEEDED. AFTER A FULL REVIEW (WITH MODIFICATIONS WHERE NECESSARY), THE COMPLETE 990 IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S BOARD OF TRUSTEES PRIOR TO ITS FILING WITH THE DEPARTMENT OF TREASURY. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL PERSONNEL AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS AND ANY RELATED PARTY AFFILIATIONS. LOANS BETWEEN THE ORGANIZATION AND MEMBERS OF MANAGEMENT AND THE BOARD ARE STRICTLY PROHIBITED. THE ORGANIZATION SEEKS FULL TRANSPARENCY ON ALL RELATIONSHIPS. ANY POTENTIAL CONFLICTS ARE DISCUSSED OPENLY AND RESOLVED IN ACCORDANCE WITH THE ORGANIZATION'S POLICIES AND PROCEDURES. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION DATA FOR THE CEOS AND HIGHEST PAID EMPLOYEES OF SEVERAL LIKE KIND ORGANIZATIONS WAS OBTAINED FROM PUBLICLY AVAILABLE TAX RETURNS AND FROM A THIRD PARTY COMPENSATION SURVEY CONDUCTED ON NORTHERN CALIFORNIA NON-PROFITS. THE CHAIR OF THE PERSONNEL COMMITTEE HAS REVIEWED THIS INFORMATION AND RECOMMENDED TO THE CHAIRMAN OF THE BOARD THAT THE COMPENSATION LEVELS WERE APPROPRIATE FOR THE POSITIONS HELD. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 1023 AND ANNUAL FORM 990 ARE AVAILABLE UPON REQUEST FROM THE ORGANIZATION'S GENERAL OFFICE. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND OTHER LEGAL FILINGS ARE MAINTAINED IN A SECURE ENVIRONMENT AND HELD AVAILABLE FOR INSPECTION BY TAX AUTHORITIES AND THE GENERAL PUBLIC AT THE ORGANIZATION'S OFFICE IN SAN FRANCISCO, CALIFORNIA. |
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