INDEPENDENT SECTOR: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- INDEPENDENT SECTOR (EIN 52-1081024)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-13
- IRS object ID
- 202031349349302313
- 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 J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-13T11:29:14-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9801 WASHINGTONIAN BLVD STE 500 | AddressLine1Txt |
| City | GAITHERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20878 | 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 | 521081024 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT SECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INDE | BusinessNameControlTxt |
| Phone | 2024676100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1602 L STREET NW NO 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICTOR REINOSO | PersonNm |
| Person Title | CHIEF OPERATING OFFICER | PersonTitleTxt |
| Phone | 2024676100 | PhoneNum |
| Signature | 2020-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM E TURCO CPA | PreparerPersonNm |
| PTIN | P00369217 | PTIN |
| Phone | 3012963600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-12 | IPDt |
| IP Tm | 09:23:30 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 00BFBB601F26E6691F3C42FDB75EEBE807206D5E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAN CARDINALI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1602 L STREET NW NO 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,827,792 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.INDEPENDENTSECTOR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | WE ENVISION A WORLD OF ENGAGED INDIVIDUALS, ROBUST INSTITUTIONS, AND VIBRANT COMMUNITIES WORKING TOGETHER TO IMPROVE LIVES AND THE NATURAL WORLD, AND STRENGTHEN DEMOCRATIC SOCIETIES. TO HELP CREATE THIS FUTURE, WE LEAD AND CATALYZE THE CHARITABLE COMMUNITY, PARTNERING WITH GOVERNMENT, BUSINESS, AND INDIVIDUALS TO ADVANCE THE COMMON GOOD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 44 | TotalEmployeeCnt |
| Total Volunteers | 350 | TotalVolunteersCnt |
| Total Gross UBI | -$121,727 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,810,916 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,668,893 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $537,205 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $589,294 | CYProgramServiceRevenueAmt |
| PY Investment Income | $368,268 | PYInvestmentIncomeAmt |
| CY Investment Income | $294,543 | CYInvestmentIncomeAmt |
| PY Other Revenue | $107,088 | PYOtherRevenueAmt |
| CY Other Revenue | -$308,434 | CYOtherRevenueAmt |
| PY Total Revenue | $8,823,477 | PYTotalRevenueAmt |
| CY Total Revenue | $8,244,296 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,187,273 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,896,307 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $749,374 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,629,783 | PYOtherExpensesAmt |
| CY Other Expenses | $4,515,186 | CYOtherExpensesAmt |
| PY Total Expenses | $9,817,056 | PYTotalExpensesAmt |
| CY Total Expenses | $9,411,493 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$993,579 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,167,197 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $40,191,068 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,594,883 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,154,250 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,624,919 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,036,818 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,969,964 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE ENVISION A WORLD OF ENGAGED INDIVIDUALS, ROBUST INSTITUTIONS, AND VIBRANT COMMUNITIES WORKING TOGETHER TO IMPROVE LIVES AND THE NATURAL WORLD, AND STRENGTHEN DEMOCRATIC SOCIETIES. TO HELP CREATE THIS FUTURE, WE LEAD AND CATALYZE THE CHARITABLE COMMUNITY, PARTNERING WITH GOVERNMENT, BUSINESS, AND INDIVIDUALS TO ADVANCE THE COMMON GOOD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,726,122 | ExpenseAmt |
| Revenue | $464,159 | RevenueAmt |
| Desc | OVERVIEWINDEPENDENT SECTOR IS THE ONLY NATIONAL MEMBERSHIP ORGANIZATION THAT BRINGS A DIVERSE SET OF NONPROFITS, FOUNDATIONS, AND CORPORATIONS TOGETHER TO ADVANCE THE COMMON GOOD. THE IS MEMBERSHIP OF 400 ORGANIZATIONS REPRESENTS A CROSS-SECTION OF THE CHARITABLE COMMUNITY INCLUDING LOCAL, REGIONAL AND NATIONAL PUBLIC CHARITIES, FOUNDATIONS, CORPORATE GIVING PROGRAMS, AND OTHER ORGANIZATIONS COMMITTED TO ADVANCING THE COMMON GOOD. WE ENGAGE MEMBERS OF DIFFERENT TYPES, SIZES, MISSION AREAS, AND GEOGRAPHIES, AND INVOLVE OUR MEMBERSHIP IN OUR EFFORTS TO STRENGTHEN THE CHARITABLE COMMUNITY. THIS INCLUDES DEVELOPING POLICY POSITIONS AND AMPLIFYING THE VOICE OF THE CHARITABLE COMMUNITY TO POLICYMAKERS, SUPPORTING AND DEVELOPING ESTABLISHED AND EMERGING LEADERS, AND PROMOTING GOOD GOVERNANCE STANDARDS. MEMBERS ARE INFORMED THROUGH OUR DAILY AND MONTHLY COMMUNICATIONS, AND THROUGH REPORTS ON RELEVANT TOPICS PROVIDING INSIGHT INTO THE FORCES SHAPING THE CHARITABLE COMMUNITY. MEMBERS ARE ENGAGED THROUGH COMMITTEES, AD HOC GROUPS, ONLINE AND IN-PERSON EVENTS, AND AT UPSWELL, WHERE THEY BRING THEIR THOUGHT LEADERSHIP AND EXPERTISE, AS WELL AS THEIR DESIRE TO FURTHER DEVELOP THEIR SKILLS AND KNOWLEDGE AND CONNECT WITH OTHER CHANGEMAKERS. INDEPENDENT SECTOR IS EXPANDING THE WAYS WE ENGAGE CHANGEMAKERS TO BUILD COMMUNITY IN THE SECTOR, LEAD ON POLICY ISSUES ON BEHALF OF THE SECTOR, AND BUILD KNOWLEDGE FOR ACCELERATING THE SECTOR'S IMPACT. IN 2019, IS HELD ITS SECOND UPSWELL CONVENING, A NEW ANNUAL GATHERING AND PLATFORM FOR ENGAGEMENT THAT HARNESSES THE POWER OF COMMUNITY-SERVICE ORGANIZATIONS AND THE BROADER SOCIAL SECTOR TO BRING ABOUT POSITIVE CHANGE AND STRENGTHEN THE BONDS OF CIVIL SOCIETY. UPSWELL GROWS OUT OF THE TRADITION OF THE INDEPENDENT SECTOR CONFERENCE, BRINGING TOGETHER CHANGEMAKERS IN A HIGHLY INTERACTIVE EXPERIENCE WHERE THEY WILL LEARN NEW SKILLS, BUILD DEEPER RELATIONSHIPS, BE OUT IN THE COMMUNITY, AND COLLABORATE ON ACTION-ORIENTED PROJECTS. OUR SECOND UPSWELL SUMMIT WAS HELD IN CHICAGO ON NOVEMBER 13-15, 2019. OVER 1,500 CHANGEMAKERS FROM ACROSS THE COUNTRY TOOK PART IN THE UPSWELL SUMMIT AND RELATED GATHERINGS. IS CONTINUES TO ADVANCE A SOLUTIONS-ORIENTED POLICY AGENDA, DRIVEN BY RESEARCH AND SUPPORTED BY STRONG SECTOR PARTNERSHIPS. WE ENGAGE MEMBER ORGANIZATIONS, ACADEMICS, LEGAL EXPERTS, AND OTHER STAKEHOLDERS TO CULTIVATE NEW LEGISLATIVE CHAMPIONS AND GENERATE NEW DATA TO INFORM OUR EFFORTS. IS CONTINUES TO OFFER COMPREHENSIVE RESOURCES ON ETHICS, ACCOUNTABILITY, AND GOOD GOVERNANCE. OUR COMPETITIVE FELLOWS PROGRAM FOR NEXT GENERATION LEADERS SAW AN UNPRECEDENTEDLY LARGE AND DIVERSE APPLICANT POOL IN 2019, WITH SIMILARLY STRONG DIVERSITY IN REPRESENTATION AMONG THE NGEN LEADERSHIP AWARD APPLICANT POOL AND GROUP OF FINALISTS. AND WE PILOTED A NEW SECTOR HEALTH REPORT THAT WILL HELP NONPROFIT LEADERS AND POLICY MAKERS BETTER UNDERSTAND THE INTERCONNECTED TRENDS, NEEDS, AND CHALLENGES IMPACTING NONPROFIT ORGANIZATIONS AND THEIR WORK.IN 2019 WE FURTHER CEMENTED THE CONSTRUCT OF THREE STRATEGIC DRIVERS FOR THE ORGANIZATION AND FURTHER STRENGTHENED THAT WORK EACH OF WHICH SPEAKS DIRECTLY TO A BODY OF WORK THAT PROPELS THE ORGANIZATION TOWARD MISSION ACHIEVEMENT. THOSE STRATEGIC DRIVERS ARE: (1) COMMUNITY BUILDING; (2) POLICY LEADERSHIP; AND (3) ACCELERATING SECTOR IMPACT. OUR COMMUNITY BUILDING AND POLICY LEADERSHIP "STRATEGIC DRIVERS" HAVE A DIRECT HISTORICAL TIE TO THE FOUNDING OF THE ORGANIZATION. AT THE TIME OF OUR FOUNDING, JOHN GARDNER SPOKE CLEARLY ABOUT THE NEED FOR A "VITAL MEETING GROUND" FOR OUR SECTOR A PLACE WHERE SECTOR LEADERS COULD COME TOGETHER TO LEARN, TO SHARE IDEAS, AND TO BUILD A COLLECTIVE SENSE OF AGENCY, OR VOICE, FOR THE NONPROFIT SECTOR. OUR COMMUNITY BUILDING WORK OF TODAY BUILDS ON THAT THEME, USING NEW MEANS OF CONTINUOUS ENGAGEMENT TO BUILD OUR COMMUNITY AND GROW OUR SENSE OF "SECTOR-NESS." SIMILARLY, GARDNER SPOKE OF INDEPENDENT SECTOR AS THE ORGANIZATION THAT WOULD WORK WITH THE POLICY MAKING COMMUNITY TO MAKE CERTAIN THAT THE INTERESTS OF CHARITABLE NONPROFITS WERE PROTECTED AND PROMOTED IN THE POLICY MAKING PROCESS. TODAY, PUBLIC POLICY LEADERSHIP FOR INDEPENDENT SECTOR MEANS NOT ONLY PROTECTING THE INTERESTS OF OUR SECTOR BUT WORKING PROACTIVELY TO SHAPE THE POLICY ENVIRONMENT AND POLICY CONVERSATIONS IN WAYS THAT BETTER EQUIP SECTOR ORGANIZATIONS TO MEET THE CHALLENGES AND THE OPPORTUNITIES FOUND IN OUR NATION TODAY. FINALLY, THE THIRD LEG OF OUR STOOL "ACCELERATING SECTOR IMPACT" FOCUSES ON A SELECT AREA OF PROGRAMMATIC ACTIVITY WHEREIN WE CAN MAKE SECTOR ORGANIZATIONS MORE EFFECTIVE AND MORE EFFICIENT IN THE PURSUIT OF THEIR RESPECTIVE MISSIONS. OUR HALLMARK EFFORT HERE CONTINUES TO BE OUR ETHICS AND ACCOUNTABILITY WORK AND THE 33 PRINCIPLES FOR GOOD GOVERNANCE AND ETHICAL CONDUCT. COMMUNITY BUILDINGIS WAS FOUNDED WITH THE INTENTION OF BEING THE "VITAL MEETING GROUND" FOR AMERICA'S CHANGEMAKERS AND PROBLEM SOLVERS. BY EXPANDING OUR CADRE OF SOCIAL CHANGE AGENTS BEYOND NONPROFIT AND PHILANTHROPIC PARTNERS, AND BY CREATING A PLATFORM WHERE COMMUNITY PRACTICE OF NATIONAL RELEVANCE CAN BE SHARED, WE FACILITATE CHANGEMAKERS BUILDING A COMMUNITY WHERE ALL CAN THRIVE. UPSWELL CHICAGOOUR DESIRED RESULT FOR UPSWELL CHICAGO WAS TO BUILD AND EQUIP A DIVERSE COMMUNITY OF CHANGEMAKERS DEDICATED TO ENSURING A SOCIETY WHERE ALL CAN THRIVE. TO THAT END, OUR PRELIMINARY SURVEY RESULTS FROM UPSWELL CHICAGO PARTICIPANTS ARE ENCOURAGING AS THE MAJORITY OF ATTENDEES STATED THAT THEY WALKED AWAY FROM UPSWELL WITH A NEW IDEA ON HOW TO DO THEIR WORK AND MADE A NEW CONNECTION WITH SOMEONE AT UPSWELL THAT WILL IMPROVE THE WAY THEY DO THEIR WORK.TO ACHIEVE THESE RESULTS, WE BEGAN BY BUILDING ON OUR DATA AND ANALYSIS FROM UPSWELL LA. FUNDAMENTALLY, WE ENDEAVORED TO PARTNER DIFFERENTLY WITH THE CHICAGO COMMUNITY TO CREATE UPSWELL CHICAGO. THE THREE-DAY SUMMIT TOOK PLACE ON NOVEMBER 13-15, 2019, A CULMINATION OF MORE THAN A YEAR OF WORK TO PARTNER DIFFERENTLY WITH COMMUNITY.UPSWELL ACCELERATOR BUILDING ON OUR LEARNINGS FROM UPSWELL LA, IN CHICAGO WE FORMED AN UPSWELL ACCELERATOR GROUP WHICH MET FIVE TIMES THROUGHOUT THE YEAR. THE MEMBERS OF THE ACCELERATOR REPRESENTED SOME OF THE MOST ESTABLISHED INSTITUTIONS IN THE CITY, SUCH AS THE CHICAGO COMMUNITY TRUST AND CROWN FAMILY PHILANTHROPIES WHO SERVED AS THE CO-CHAIRS OF THE EVENT, AS WELL AS SMALLER COMMUNITY-BASED ORGANIZATIONS, WHICH MAKE UP THE FABRIC OF CHICAGO. THE UPSWELL ACCELERATOR, RATHER THAN PROVIDING CONTENT, SERVED AS A COMMUNITY HUB TO FURTHER PROPEL IS INTO COMMUNITY TO ELEVATE THE UNIQUE ASPECTS OF CHICAGO WHICH WOULD BE MOST RELEVANT TO THE NATIONAL CHANGEMAKERS WHO ATTENDED UPSWELL. THE ACCELERATOR CHOSE TO FOCUS ON ADVANCING A RACIAL EQUITY FRAMEWORK FOR CHICAGO. THROUGH THIS EFFORT, COMMUNITY ORGANIZERS WORKED WITH THE ACCELERATOR MEMBERS TO DESIGN FOCUS GROUPS THAT INCLUDED THE PERSPECTIVES OF 200+ CHICAGOANS. THE FOCUS GROUPS INTENTIONALLY TARGETED THE INPUT FROM SOCIAL WORKERS, NURSES, TEACHERS, CASEWORKERS, CAREGIVERS, LOW-WAGE AND UNDEREMPLOYED/UNEMPLOYED WORKERS, DEPARTMENT STORE EMPLOYEES, SINGLE-PARENTS, YOUNG ADULTS 18-35 YEARS OLD, SERVICE WORKERS, DAY LABORERS AND RETURNING CITIZENS. THESE FOCUS GROUPS SURFACED THREE PRIORITY AREAS THAT THE COMMUNITY FELT HAD AN URGENT NEED FOR RACIAL EQUITY FOCUS: HOUSING, EDUCATION, AND ECONOMIC ACCESS.UPSWELL SUMMITOVER HALF OF THE 2019 PROGRAM AT THE SUMMIT WAS CROWDSOURCED THROUGH THE CO-CREATE CAMPAIGN, AN INVITATION FOR PROPOSALS FOR A WIDE RANGE OF ACTIVITIES AT UPSWELL, THAT GENERATED HUNDREDS OF SUBMISSIONS. AS A RESULT OF THIS WORK, UPSWELL PROGRAMMING ALSO SHIFTED SIGNIFICANTLY WITH:- AN INCREASE OF LOCAL PARTNER ENGAGEMENT BY 28% (OR 239 PARTNERS)- 1,540 CHANGEMAKERS ATTENDING (10%+ GROWTH OVER 2018) WITH 53% BEING FROM THE LOCAL COMMUNITY.- UPSWELL CHICAGO PROGRAM CONTENT INCREASED BY 40% AND FEATURED 310 ACTIVITIES (AS COMPARED TO UPSWELL 2018) AND FEATURED 25% MORE SPEAKERS (AS COMPARED TO UPSWELL 2018). - EIGHT OUT OF THIRTEEN OF OUR MAIN STAGE SPEAKERS SHOWCASING THEIR WORK ON RACIAL EQUITY. - 27% (OR 86 OF THE 319 SPEAKERS) BEING FROM CHICAGO- 62 UNIQUE EVENTS WHICH SHOWCASED THE POWERFUL WORK THAT'S TRANSFORMING LIVES IN CHICAGOLAND.THE UPSWELL SUMMIT HAS ALSO CONTINUED TO EVOLVE AS A PLATFORM FOR CHANGEMAKERS TO ENHANCE THE IMPACT OF THEIR OWN WORK. FOR EXAMPLE, ON TUESDAY, NOVEMBER 13, THE ASPEN INSTITUTE HOSTED ITS INCLUSIVE AMERICA PROJECT WHICH SHOWCASED CASE STUDIES WITHIN THE FAITH-BASED COMMUNITIES TO ASPEN'S KEY PARTNERS. EQUITY IN THE CENTER HOSTED A FULL DAY, "BUILDING A RACE EQUITY CULTURE" THAT PROVIDED A DEEP DIVE ON RACIAL EQUITY PRACTICES AND TRENDS. LASTLY, LEADERSHIP FOUNDATIONS AND ITS MEMBER COMMUNITIES HOSTED AN EIGHT- HOUR PRE-CONVENING TO HELP EQUIP FAITH-BASED LEADERS TO HEAL CIVIL SOCIETY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,191,208 | ExpenseAmt |
| Desc | ACCELERATING SECTOR IMPACT:WORKING IN COLLABORATION WITH OTHERS, WE CREATE, CURATE, AND DISSEMINATE KNOWLEDGE DESIGNED TO HELP ORGANIZATIONS RESPOND TO CHALLENGES AND OPPORTUNITIES, INCREASE THEIR EFFECTIVENESS, AND FULFILL THEIR MISSIONS.ETHICS AND ACCOUNTABILITY:WE ARE NATIONALLY RECOGNIZED FOR OFFERING COMPREHENSIVE RESOURCES ON ETHICS, ACCOUNTABILITY, TRANSPARENCY, AND GOOD GOVERNANCE. WITH POLLS SHOWING ERODING TRUST IN THE CHARITABLE SECTOR, THIS WORK IS MORE VITAL THAN EVER. ONE OF OUR FLAGSHIP INITIATIVES IS THE PRINCIPLES FOR GOOD GOVERNANCE AND ETHICAL PRACTICE, WHICH OUTLINES 33 PRINCIPLES OF SOUND PRACTICE FOR CHARITABLE ORGANIZATIONS AND FOUNDATIONS RELATED TO LEGAL COMPLIANCE AND PUBLIC DISCLOSURE, EFFECTIVE GOVERNANCE, FINANCIAL OVERSIGHT, AND RESPONSIBLE FUNDRAISING. IN 2019, PRINCIPLES RESOURCES WERE ACCESSED OVER 28,000 TIMES (AS OF 12/31/2019). WE ALSO ENGAGED OVER 200 PEOPLE THROUGH IN-PERSON OR ONLINE EVENTS RELATED TO THE PRINCIPLES, INCLUDING OUR NEWLY LAUNCHED ONLINE ETHICAL LEADERSHIP COURSE IN PARTNERSHIP WITH THE NONPROFIT LEADERSHIP ALLIANCE. THE COURSE IS DESIGNED TO HELP LEADERS STRENGTHEN THEIR CRITICAL THINKING SKILLS IN ETHICAL DECISION-MAKING, AND COVERS KEY ISSUES AND RISKS FACING SOCIAL IMPACT LEADERS. SECTOR HEALTH INDEX:INDEPENDENT SECTOR DEVELOPED AND TESTED TWO PROTOTYPES, DESIGNED TO BE EASY-TO-UNDERSTAND MEASURES OF THE SECTOR'S WELL-BEING, WHICH FUNDERS, ADVOCATES, AND MEDIA CAN USE TO DIAGNOSE PROBLEMS, IDENTIFY SOLUTIONS, AND ADVOCATE FOR THE SECTOR AS A WHOLE. IN ADDITION TO AGGREGATING EXISTING INFORMATION ABOUT NONPROFITS, INDEPENDENT SECTOR PARTNERED WITH ACADEMIC RESEARCHERS AND EDELMAN TO DEVELOP NEW VARIABLES TO PROVIDE A MORE WELL-ROUNDED PICTURE OF THE SECTOR'S HEALTH. PROJECT EVIDENT HELPED TEST THE TWO PROTOTYPES AMONG TARGET AUDIENCES. OVER 80 PERCENT OF PARTICIPANTS CONFIRMED THAT THE PROTOTYPES WILL BE A HELPFUL RESOURCE AND THEY PROVIDED CONSTRUCTIVE FEEDBACK ON HOW TO IMPROVE A FINAL PRODUCT BEFORE IT LAUNCHES IN 2020.DEVELOPING NEXT GENERATION LEADERSHIP:WE CONTINUED OUR HIGHLY SUCCESSFUL NGEN FELLOWS AND AWARD PROGRAM FOR EMERGING CHARITABLE SECTOR LEADERS AGE 40 AND UNDER. THE AMERICAN EXPRESS NGEN LEADERSHIP AWARD IS PRESENTED ANNUALLY TO ONE CHANGEMAKER AGE 40 OR YOUNGER WHO HAS DEMONSTRATED TRANSFORMATIVE IMPACT AND COLLABORATIVE LEADERSHIP IN ADDRESSING A CRITICAL SOCIETAL NEED. THE NGEN FELLOWS PROGRAM IS A SELECTIVE FELLOWSHIP OPPORTUNITY FOR TWELVE EMERGING LEADERS EACH YEAR. BASED ON PARTICIPANT DATA AND ANALYSIS, THE NGEN FELLOWS PROGRAM RESULTS HAVE BEEN REVISED AND BROADENED TO ENSURE THAT THIS INITIATIVE CONTINUES TO ENSURE LEADERS ARE PREPARED TO ADDRESS SOCIETY'S TOUGHEST CHALLENGES. BY FOCUSING ON A BROADER SET OF RESULTS, WE BELIEVE THE COHORT WILL EQUIP AND EXPAND A STRATEGIC, DURABLE, AND ABOVE ALL DIVERSE TALENT PIPELINE THAT CONTRIBUTES TO THE TRANSFORMATION OF THE NONPROFIT AND PHILANTHROPIC SECTOR.THIS PROGRAMMATIC SHIFT, COUPLED WITH THE STRUCTURAL BARRIERS WHICH WERE REMOVED LAST YEAR, RESULTED IN THE 2019 NGEN FELLOWS CONTINUED STRONG PERFORMANCE IN THE NUMBER OF NOMINATIONS AND APPLICATIONS. OF THE 477 NOMINATIONS AND 146 APPLICATIONS, 58% WERE FROM PEOPLE OF COLOR, AND 68% IDENTIFIED AS FEMALE. IN DECEMBER 2019 WE GRADUATED THE 12 NGEN FELLOWS INTO THE LARGER AMERICAN EXPRESS LEADERSHIP ACADEMY ALUMNI NETWORK. 75% OF FELLOWS WERE FEMALE AND 92% IDENTIFIED AS PEOPLE OF COLOR.THE NGEN FELLOWS ALUMNI ARE A GROWING COMMUNITY OF LEADERS THAT SERVES AS A HIGHLY VALUED PROFESSIONAL NETWORK THAT MANY USE IN TIMES OF NEED. WE ARE CONTINUING TO ITERATE ON OUR ENGAGEMENT WITH THIS COMMUNITY IN WAYS WHICH ARE RELEVANT TO THEIR NEEDS AND UNIQUE TO THE STRENGTHS OF IS. FOR EXAMPLE, AT UPSWELL IN 2019, A NUMBER OF NGEN ALUMNI SPOKE AT THE EVENT. IN ADDITION, THE 2019 NGEN FELLOWS ALSO LED A WORKSHOP ON MAKING CONNECTIONS THROUGH THE POWER OF STORY.SIMILARLY, AN EXPANSION OF THE CRITERIA FOR THE NGEN LEADERSHIP AWARD IN 2018 TO RECOGNIZE CHANGEMAKERS WORKING ACROSS THE SOCIAL GOOD LANDSCAPE, CONTINUED TO LEAD TO GROWTH IN THE DIVERSITY OF AWARD NOMINEES AND APPLICANTS IN 2019. MORE THAN 50 CHANGEMAKERS APPLIED FOR AWARD CONSIDERATION FROM A LARGER POOL OF NEARLY 120 TALENTED NOMINEES, WITH 67% OF AWARD APPLICANTS IDENTIFYING AS FEMALE AND 59% AS PEOPLE OF COLOR. A SELECTION ADVISORY GROUP, COMPRISED OF 15 IMPRESSIVE LEADERS FROM ACROSS THE CHARITABLE COMMUNITY, COMMITTED A SIGNIFICANT AMOUNT OF TIME TO CAREFULLY CONSIDER APPLICANTS TO SELECT SIX FINALISTS FOR THE 2019 AWARD. THROUGH A PUBLIC VOTING PROCESS, MEGAN JACOBS WAS RECOGNIZED AS THE RECIPIENT OF THE 2019 AMERICAN EXPRESS NGEN LEADERSHIP AWARD FOR HER CONTRIBUTIONS TO ADDRESS PUBLIC HEALTH CHALLENGES, AND PARTICULARLY FOR HER WORK TO LAUNCH A PROGRAM AT THE TRUTH INITIATIVE TO HELP TEENS QUIT VAPING. FOR THE FIRST TIME, ALL SIX AWARD FINALISTS LED PROGRAMMATIC ACTIVITIES HIGHLIGHTING THEIR LEADERSHIP AT UPSWELL IN CHICAGO. IMPACT THROUGH TECHNOLOGY:WITH THE UNDERSTANDING THAT CIVIL SOCIETY'S IMPACT INCREASES EXPONENTIALLY WHEN TECHNOLOGY IS FULL EMBRACED AND LEVERAGED, INDEPENDENT SECTOR HAS SOUGHT OPPORTUNITIES FOR COLLABORATION THAT FOCUS ON DEMONSTRATING THE CONNECTION BETWEEN TECHNOLOGY AND IMPACT. INDEPENDENT SECTOR AND ACCENTURE PARTNERED IN 2018 FOR THE INAUGURAL INNOVATE FOR GOOD CHALLENGE, AN OPPORTUNITY FOR ORGANIZATIONS TO BE RECOGNIZED FOR THEIR SOCIAL IMPACT THROUGH ARTIFICIAL INTELLIGENCE, BLOCKCHAIN, OR EXTENDED REALITY. IN 2019, THE SECOND INNOVATE FOR GOOD CHALLENGE WAS HELD IN PARTNERSHIP WITH LEAD SPONSOR ACCENTURE AND MEDIA PARTNER THE CHRONICLE OF PHILANTHROPY, WITH THE AWARDEES RECOGNIZED AT UPSWELL CHICAGO. NOMINATIONS INCREASED IN 2019 WITH 57 NOMINATIONS LEADING TO THE RECOGNITION OF 17 SEMIFINALIST ORGANIZATIONS, 12 FINALIST ORGANIZATIONS, THREE TOP WINNERS, AND THREE HONORABLE MENTIONS. THE FIRST-PLACE WINNER, COLLECTIVE LIBERTY, WORKS TO ERADICATE HUMAN TRAFFICKING BY RAPIDLY SCALING DATA-DRIVEN BEST PRACTICES THROUGH ARTIFICIAL INTELLIGENCE TECHNOLOGY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,048,068 | ExpenseAmt |
| Revenue | $84,660 | RevenueAmt |
| Desc | COMMUNICATIONS:IN SUPPORT OF ITS STRATEGIC DRIVERS, INDEPENDENT SECTOR WORKS TO COMMUNICATE THE VALUE OF THE CHARITABLE COMMUNITY TO THE MEDIA, ELECTED OFFICIALS, THE PUBLIC, AND STAFF AT PUBLIC CHARITIES AND FOUNDATIONS WHILE EDUCATING ITS MEMBERSHIP AND AUDIENCES ACROSS THE SOCIAL GOOD SPACE ON EMERGING CHALLENGES, OPPORTUNITIES, AND TRENDS. COVERAGE OF INDEPENDENT SECTOR ACTIVITIES AND LEADERSHIP APPEARED REGULARLY IN NATIONAL OUTLETS AND TRADE PUBLICATIONS. JOURNALISTS AND EDITORIAL STAFF RELY ON IS FOR DATA AND EXPERTISE ON CRITICAL TOPICS INCLUDING ADVOCACY AND MOBILIZATION, VOLUNTEERING, ETHICS AND ACCOUNTABILITY, THE HEALTH OF CIVIL SOCIETY, AND TRUST IN THE NONPROFIT SECTOR, AND PUBLIC POLICY ISSUESPARTICULARLY THOSE INVOLVING TAX AND FISCAL POLICY AFFECTING THE CHARITABLE COMMUNITY. IN 2019, INDEPENDENT SECTOR CONTINUED TO INCREASE ITS AUDIENCE SIZE AND STRENGTHEN ENGAGEMENT WITHIN OUR COMMUNITY. IN ADDITION TO SIGNIFICANTLY INCREASING SOCIAL MEDIA ENGAGEMENT AND WEB TRAFFIC, WE LAUNCHED NEW INITIATIVES THAT INCLUDED: - PARTNERING WITH THE CHRONICLE OF PHILANTHROPY FOR AN IN-DEPTH SUPPLEMENT TITLED POWER, COMMUNITY, AND CONVENING. THE PROJECT FEATURED NEW CONTENT FROM IS LEADERSHIP, NEW YORK TIMES COLUMNIST DAVID BROOKS, LINCOLN CENTER FOR THE PERFORMING ARTS PRESIDENT- LAUNCHING THREE MAJOR POLICY RESEARCH PRODUCTS: SURVEY RESEARCH QUANTIFYING THE IMPACT OF UBIT PROVISIONS IN THE 2017 TAX BILL, VALUES-BASED MESSAGING RESEARCH ON CHARITABLE GIVING, AND ECONOMIC MODELING OF FIVE PROPOSALS TO DRAMATICALLY EXPAND CHARITAB- BROADCASTING RESULTS FROM A CANDIDATE QUESTIONNAIRE THAT INVITED ALL 2020 PRESIDENTIAL CAMPAIGNS TO ADDRESS ISSUES OF CONCERN TO THE NONPROFIT SECTOR. - PILOTING A NEW WEEKLY BLOG SERIES, KEEPING IT ETHICAL, THAT HIGHLIGHTS THE IMPORTANCE OF EACH OF THE 33 PRINCIPLES FOR GOOD GOVERNANCE AND ETHICAL PRACTICE, ALONG WITH OTHER HELPFUL RESOURCES FOR NONPROFIT ORGANIZATIONS.WE ALSO SIGNIFICANTLY EXPANDED OUR BRAND REACH AND ENGAGEMENT FOR UPSWELL A RAPIDLY GROWING COMMUNITY OF THOUSANDS CHANGEMAKERS THAT COMES TOGETHER ANNUALLY FOR A THREE-DAY SUMMIT. OVER THE COURSE OF THE YEAR, WE DEPLOYED A COMPREHENSIVE CONTENT AND POSITIONING STRATEGY DESIGNED TO FOSTER A STRONG SENSE OF COMMUNITY AMONG UPSWELL STAKEHOLDERS AND, IN PARTICULAR, ELEVATE SOCIAL GOOD WORK HAPPENING IN OUR 2019 HOST CITY, CHICAGO. ONE OF HIGHEST-IMPACT PROJECTS WAS A DETAILED CHRONICLE OF THE UPSWELL ACCELERATOR. A GROUP OF CHICAGO CHANGEMAKERS UNDERTOOK THE AMBITIOUS TASK OF DEVELOPING A RACIAL EQUITY FRAMEWORK FOR THE CITY. THAT WORK INCLUDED INTENSIVE COMMUNITY FOCUS GROUPS THAT GAVE VOICE TO SOME OF THE CITY'S MOST MARGINALIZED RESIDENTS. THE RACIAL EQUITY FRAMEWORK WAS RECOGNIZED BY THE MAYOR'S OFFICE AS A CRITICAL BODY OF WORK THAT CAN HELP BUILD A STRONGER AND MORE JUST FUTURE FOR THE CITY'S COMMUNITIES. ADDITIONALLY, WE LAUNCHED AN EXTENSIVE DIGITAL COMMUNICATIONS CAMPAIGN THAT BROUGHT TENS OF THOUSANDS OF NEW USERS INTO OUR UPSWELL COMMUNICATIONS CHANNELS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,965,398 | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | 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 | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 44 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 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 | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | 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 | DC | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | 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 | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | 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 | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICTOR REINOSO | PersonNm |
| Phone | 2024676100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1602 L STREET NW 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JEFFREY L BRADACH | ||||||||
| CHAIR OF THE BOARD | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| FRED BLACKWELL | ||||||||
| VICE CHAIR OF THE BOARD | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SONYA CAMPION | ||||||||
| SECRETARY OF THE BOARD | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER FORD REEDY | ||||||||
| TREASURER OF BOARD | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NICOLE ANDERSON | ||||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTONY CHIANG | ||||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM CLARK | ||||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM GIBBONS | ||||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RON KAGAN | ||||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SARAH KASTELIC | ||||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LARRY KRAMER | ||||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JANINE LEE | ||||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT L LYNCH | ||||||||
| BOARD OF DIRECTOR THRU 11/2019 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRY MAZANY | ||||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL MCAFEE | ||||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY J MCCLIMON | ||||||||
| BOARD OF DIRECTOR THRU 11/2019 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANE MELLEY | ||||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HENRY TIMMS | ||||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID WILLIAMS | ||||||||
| BOARD OF DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL J CARDINALI | ||||||||
| PRESIDENT & CEO | 38.00 | Yes (X) | $551,587 | $0 | $46,390 | |||
| VICTOR REINOSO | ||||||||
| CHIEF OPERATING OFFICER | 38.00 | Yes (X) | $255,560 | $0 | $36,442 | |||
| CAROLYN MOLLEN | ||||||||
| CFO THRU 1/2020 | 38.00 | Yes (X) | $212,661 | $0 | $13,853 | |||
| JEFF MOORE | ||||||||
| CHIEF STRATEGY OFFICER | 38.00 | Yes (X) | $221,669 | $0 | $36,257 | |||
| KATHARINE FENGER | ||||||||
| CPO | 38.00 | Yes (X) | $187,281 | $0 | $8,516 | |||
| ROBERT JONES | ||||||||
| VP, ENGAGEMENT & COMMUNICATION | 38.00 | $181,520 | $0 | $25,715 | Yes (X) | |||
| ELIZABETHE CULKIN | ||||||||
| DIR. CONFERENCE & EVENT MGMT | 38.00 | $131,029 | $0 | $23,693 | Yes (X) | |||
| CHRISTIAN CLANSKY | ||||||||
| DIR. MARKETING & DIGITAL STRATEGY | 38.00 | $123,540 | $0 | $14,628 | Yes (X) | |||
| KRISTINA CAMPBELL | ||||||||
| VP, COMMUNICATION & MKTG | 38.00 | $117,430 | $0 | $20,389 | Yes (X) | |||
| GINA CATEDRILL STRICKLAND | ||||||||
| DIRECTOR, EXECUTIVE OFFICE | 38.00 | $116,274 | $0 | $20,824 | Yes (X) | |||
| ELYSE HARRINGTON | ||||||||
| DIR, OPERATIONS & ADMIN. | 38.00 | $115,685 | $0 | $14,846 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,214,236 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $261,553 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WASHINGTON COUNCIL E&Y | |||||
| 1001 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20004 | LEGAL CONSULTING | $240,000 |
| OSI BEYOND LLC | |||||
| 11921 ROCKVILLE PIKE | ROCKVILLE | MD | 20852 | TECHNOLOGY SERVICES | $230,777 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,656,513 | MembershipDuesAmt |
| All Other Contributions | $6,012,380 | AllOtherContributionsAmt |
| Noncash Contributions | $150 | NoncashContributionsAmt |
| Total Contributions | $7,668,893 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CONFERENCE FEES | 900004 | $504,634 | $464,159 | $40,475 |
| PUBLICATION SALES | 900099 | $84,660 | $84,660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $589,294 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $188,266 | TotalRevenueColumnAmt |
| Exclusion | $188,266 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,750 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $14,750 | UnrelatedBusinessRevenueAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,129,486 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,583,496 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$454,010 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$454,010 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$187,007 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$267,003 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $106,277 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $106,277 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,277 | TotalRevenueColumnAmt |
| Exclusion | $106,277 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| SUBLEASE INCOME | 900099 | $80,296 | $80,296 | |
| PARKING SERVICES | 812930 | $50,530 | $50,530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $130,826 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,244,296 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $548,819 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$121,727 | UnrelatedBusinessRevenueAmt |
| Exclusion | $148,311 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,790,213 | TotalAmt |
| Program Services | $1,007,831 | ProgramServicesAmt |
| Management And General | $626,264 | ManagementAndGeneralAmt |
| Fundraising | $156,118 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,517,598 | TotalAmt |
| Program Services | $1,417,325 | ProgramServicesAmt |
| Management And General | $880,722 | ManagementAndGeneralAmt |
| Fundraising | $219,551 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,062 | TotalAmt |
| Program Services | $71,532 | ProgramServicesAmt |
| Management And General | $44,449 | ManagementAndGeneralAmt |
| Fundraising | $11,081 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,532 | TotalAmt |
| Program Services | $98,256 | ProgramServicesAmt |
| Management And General | $61,056 | ManagementAndGeneralAmt |
| Fundraising | $15,220 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,902 | TotalAmt |
| Program Services | $161,516 | ProgramServicesAmt |
| Management And General | $100,366 | ManagementAndGeneralAmt |
| Fundraising | $25,020 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,515 | TotalAmt |
| Management And General | $107,515 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,098 | TotalAmt |
| Management And General | $40,098 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,162 | TotalAmt |
| Management And General | $31,162 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,656,735 | TotalAmt |
| Program Services | $1,199,622 | ProgramServicesAmt |
| Management And General | $386,012 | ManagementAndGeneralAmt |
| Fundraising | $71,101 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,384 | TotalAmt |
| Program Services | $46,384 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,145 | TotalAmt |
| Program Services | $23,382 | ProgramServicesAmt |
| Management And General | $127,342 | ManagementAndGeneralAmt |
| Fundraising | $3,421 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,774 | TotalAmt |
| Program Services | $30,387 | ProgramServicesAmt |
| Management And General | $30,387 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,105,316 | TotalAmt |
| Program Services | $736,896 | ProgramServicesAmt |
| Management And General | $284,989 | ManagementAndGeneralAmt |
| Fundraising | $83,431 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $697,548 | TotalAmt |
| Program Services | $618,635 | ProgramServicesAmt |
| Management And General | $64,469 | ManagementAndGeneralAmt |
| Fundraising | $14,444 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,075 | TotalAmt |
| Program Services | $196,065 | ProgramServicesAmt |
| Management And General | $20,432 | ManagementAndGeneralAmt |
| Fundraising | $4,578 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,405 | TotalAmt |
| Management And General | $248,405 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $146,029 | $26,801 | $117,518 | $1,710 |
| ALLOCATED OVERHEAD | $0 | $1,330,766 | -$1,474,465 | $143,699 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,411,493 | TotalAmt |
| Program Services | $6,965,398 | ProgramServicesAmt |
| Management And General | $1,696,721 | ManagementAndGeneralAmt |
| Fundraising | $749,374 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $534 | BOYAmt |
| EOY | $534 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,606,186 | BOYAmt |
| EOY | $3,127,050 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,214,690 | BOYAmt |
| EOY | $670,319 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,871 | BOYAmt |
| EOY | $224,528 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,146 | BOYAmt |
| EOY | $127,844 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $37,292,218 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,938,374 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,258,150 | BOYAmt |
| EOY | $25,353,844 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,072,332 | BOYAmt |
| EOY | $9,443,641 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $774,159 | BOYAmt |
| EOY | $647,123 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,191,068 | BOYAmt |
| EOY | $39,594,883 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,252,447 | BOYAmt |
| EOY | $1,307,152 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,571,222 | BOYAmt |
| EOY | $8,963,867 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,125,000 | BOYAmt |
| EOY | $1,125,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,581 | BOYAmt |
| EOY | $228,900 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,154,250 | BOYAmt |
| EOY | $11,624,919 | 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 | $25,652,318 | BOYAmt |
| EOY | $26,343,816 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,384,500 | BOYAmt |
| EOY | $1,626,148 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,036,818 | BOYAmt |
| EOY | $27,969,964 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,191,068 | BOYAmt |
| EOY | $39,594,883 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,167,197 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,100,343 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,420,635 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,146,702 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,211,632 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,812,260 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,668,893 | CurrentTaxYearAmt |
| Total | $39,260,122 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,420,635 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,146,702 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,211,632 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,812,260 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,668,893 | CurrentTaxYearAmt |
| Total | $39,260,122 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,190,074 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,070,048 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,303,958 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,127,031 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $970,891 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,005,190 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $852,517 | CurrentTaxYearAmt |
| Total | $5,259,587 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $44,519,709 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,502,670 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72040 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75930 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $17,899 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $17,899 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,909,833 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,927,732 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $546,387 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $136,597 | 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 | $673,493 | CurrentYearMinus3Amt |
| Current Year Minus2 | $536,282 | CurrentYearMinus2Amt |
| Current Year Minus1 | $572,992 | CurrentYearMinus1Amt |
| Current Year | $546,387 | CurrentYearAmt |
| Total | $2,329,154 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,493,731 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $33,216 | CurrentYearMinus3Amt |
| Current Year Minus2 | $43,011 | CurrentYearMinus2Amt |
| Current Year Minus1 | $19,335 | CurrentYearMinus1Amt |
| Current Year | $17,899 | CurrentYearAmt |
| Total | $113,461 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $168,373 | CurrentYearMinus3Amt |
| Current Year Minus2 | $134,071 | CurrentYearMinus2Amt |
| Current Year Minus1 | $143,248 | CurrentYearMinus1Amt |
| Current Year | $136,597 | CurrentYearAmt |
| Total | $582,289 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $873,434 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,639,801 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,336,571 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $253,814 | OtherExpendituresAmt |
| End Year Balance | $7,722,558 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,181,640 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$316,349 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $225,490 | OtherExpendituresAmt |
| End Year Balance | $6,639,801 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,612,008 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $779,979 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $210,347 | OtherExpendituresAmt |
| End Year Balance | $7,181,640 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,358,065 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $416,003 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $162,060 | OtherExpendituresAmt |
| End Year Balance | $6,612,008 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,521,437 | BeginningYearBalanceAmt |
| Contributions | $1,999,216 | ContributionsAmt |
| Investment Earnings Or Losses | -$32,393 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $130,195 | OtherExpendituresAmt |
| End Year Balance | $6,358,065 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| 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 | $5,391,820 | OtherCostOrOtherBasisAmt |
| Book Value | $5,391,820 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,729,411 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,962,922 | DepreciationAmt |
| Book Value | $18,766,489 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,466,540 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,557,236 | DepreciationAmt |
| Book Value | $909,304 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,704,447 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,418,216 | DepreciationAmt |
| Book Value | $286,231 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,353,844 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION PLAN LIABILITY | $92,586 |
| DEFERRED RENT | $2,966 |
| DEPOSITS HELD IN ESCROW | $133,348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $228,900 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,846,443 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,100,343 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,100,343 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,746,100 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $31,162 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$1,532,966 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,501,804 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,244,296 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,913,297 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,532,966 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,532,966 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,380,331 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $31,162 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $31,162 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,411,493 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE UNRESTRICTED NET ASSETS OF INDEPENDENT SECTOR ARE REPORTED AS UNDESIGNATED AND BOARD DESIGNATED NET ASSETS. UNRESTRICTED NET ASSETS REPRESENT THE PORTION OF EXPENDABLE FUNDS THAT IS AVAILABLE TO SUPPORT THE OPERATIONS OF INDEPENDENT SECTOR, WHILE BOARD DESIGNATED NET ASSETS REPRESENT A PORTION OF UNRESTRICTED NET ASSETS FOR DESIGNATED PURPOSES AND CONSISTS OF A SHORT TERM BUILDING OPERATING FUND AND A LONG TERM RESERVE FUND WHICH WAS CREATED TO ESTABLISH A CORPUS FOR WHICH INVESTMENT INCOME WILL BE USED FOR GENERAL OPERATIONS. AS OF DECEMBER 31, 2019, BOARD DESIGNATED NET ASSETS INCLUDED $500,000 IN THE SHORT TERM BUILDING OPERATING FUND AND $7,222,258 IN THE LONG TERM RESERVE FUND. |
| PART X, LINE 2: | UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND THE APPLICABLE INCOME TAX REGULATIONS OF THE DISTRICT OF COLUMBIA, THE INDEPENDENT SECTOR IS EXEMPT FROM TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. THE INDEPENDENT SECTOR'S NET OPERATING LOSSES (NOL) TOTALED $799,491 AND $741,972 AS OF DECEMBER 31, 2019 AND 2018, RESPECTIVELY, AND WILL BEGIN TO EXPIRE IN 2029. AS OF DECEMBER 31, 2019, THE ASSOCIATION DID NOT REFLECT DEFERRED TAX ASSETS ON A NET BASIS AS A VALUATION ALLOWANCE WAS ESTABLISHED BASED ON CONSIDERATION OF ALL AVAILABLE EVIDENCE. LLC IS A SINGLE MEMBER LIMITED LIABILITY COMPANY THAT HAS ELECTED TO BE TREATED AS A DISREGARDED ENTITY. AS SUCH, LLC IS NOT SUBJECT TO FEDERAL INCOME TAX BUT, RATHER, ITS INCOME OR LOSS INURES TO INDEPENDENT SECTOR. LLC IS SUBJECT TO THE DISTRICT OF COLUMBIA BUSINESS FRANCHISE TAX. THERE WAS NO TAX PROVISION NECESSARY TO BE ACCRUED AS OF DECEMBER 31, 2019. THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (FASB ASC TOPIC 740-10) ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2015. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED ON LINE 6B -1,583,496. PARKING SERVICE REVENUE REPORTED ON LINE 11 50,530. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED ON LINE 6B 1,583,496. PARKING SERVICE REVENUE REPORTED ON LINE 11 -50,530. |
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 |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL J CARDINALI | ||||||||||||||
| PRESIDENT & CEO | $550,276 | $0 | $0 | $0 | $1,311 | $0 | $35,704 | $0 | $14,392 | $0 | $601,683 | $0 | $0 | $0 |
| VICTOR REINOSO | ||||||||||||||
| CHIEF OPERATING OFFICER | $255,146 | $0 | $0 | $0 | $414 | $0 | $20,259 | $0 | $19,586 | $0 | $295,405 | $0 | $0 | $0 |
| CAROLYN MOLLEN | ||||||||||||||
| CFO THRU 1/2020 | $212,499 | $0 | $0 | $0 | $162 | $0 | $0 | $0 | $15,258 | $0 | $227,919 | $0 | $0 | $0 |
| JEFF MOORE | ||||||||||||||
| CHIEF STRATEGY OFFICER | $220,895 | $0 | $0 | $0 | $774 | $0 | $17,016 | $0 | $21,237 | $0 | $259,922 | $0 | $0 | $0 |
| KATHARINE FENGER | ||||||||||||||
| CPO | $170,920 | $0 | $0 | $0 | $16,361 | $0 | $0 | $0 | $9,687 | $0 | $196,968 | $0 | $0 | $0 |
| ROBERT JONES | ||||||||||||||
| VP, ENGAGEMENT & COMMUNICATION | $181,152 | $0 | $0 | $0 | $368 | $0 | $13,764 | $0 | $13,032 | $0 | $208,316 | $0 | $0 | $0 |
| ELIZABETHE CULKIN | ||||||||||||||
| DIR. CONFERENCE & EVENT MGMT | $130,374 | $0 | $0 | $0 | $655 | $0 | $9,941 | $0 | $15,338 | $0 | $156,308 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | KATHARINE FENGER RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $16,154. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISTRICT OF COLUMBIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 566001131 | BondIssuerEIN |
| Bond Issued | 2013-06-04 | BondIssuedDt |
| Issue Price | $11,600,000 | IssuePriceAmt |
| Purpose | TO REFINANCE PURCHASE OF HEADQUARTERS BUILDING | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $2,545,129 | RetiredAmt |
| Total Proceeds | $11,600,000 | TotalProceedsAmt |
| Other Spent Proceeds | $11,600,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2013 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | Yes (1) | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A: | POLICY LEADER AS THE VOICE OF THE CHARITABLE AND PHILANTHROPIC SECTOR, IS WORKS PROACTIVELY TO CREATE A POLICY ENVIRONMENT WHERE CHARITY CAN THRIVE. OUR EFFORTS INCLUDE SHAPING AND ADVANCING A POLICY AGENDA TO PROTECT AND PROMOTE THE SECTOR; INCREASING THE SECTOR'S POLICY PROFICIENCY; AND BUILDING THE SECTOR'S ADVOCACY MUSCLE. HERE ARE SOME OF THE MOST NOTABLE ACCOMPLISHMENTS TO DATE: - INDEPENDENT SECTOR HAS ENGAGED WITH LEGISLATORS ON A WIDE RANGE OF BILLS THAT IMPACT THE SECTOR THIS YEAR. ALONGSIDE PARTNERS, INDEPENDENT SECTOR SUCCESSFULLY LOBBIED TO PASS BILLS THAT REPEALED A RECENT EXPANSION TO THE UNRELATED BUSINESS INCOME TAX (UBIT),, REDUCED AND SIMPLIFIED THE PRIVATE FOUNDATION EXCISE TAX, AND REQUIRED ELECTRONIC FILING OF ANNUAL 990 INFORMATION RETURNS. IT ALSO INCLUDED ADVOCACY TO EXPAND CHARITABLE GIVING INCENTIVES, CLARIFY POLITICAL ACTIVITY RULES AND PROTECT THE JOHNSON AMENDMENT. - THREE MAJOR POLICY RESEARCH PRODUCTS WERE RELEASED IN 2019: SURVEY RESEARCH QUANTIFYING THE IMPACT OF UBIT PROVISIONS IN THE 2017 TAX BILL, VALUES-BASED MESSAGING RESEARCH ON CHARITABLE GIVING, AND ECONOMIC MODELING OF FIVE PROPOSALS TO DRAMATICALLY EXPAND CHARITABLE GIVING INCENTIVES. - OUR MONTHLY VOICES FOR GOOD NEWSLETTER AND PODCAST AND OUR MONTHLY POLICY UPDATE CALLS CONTINUE TO SERVE AS KEY VEHICLES TO KEEP MEMBERS ABREAST OF POLICY AND LEGISLATIVE ACTIVITY OF CONCERN TO THE SECTOR, AND HELP US ENCOURAGE AND OFFER GUIDANCE ON NONPROFIT ADVOCACY. - INDEPENDENT SECTOR'S PUBLIC POLICY COMMITTEE AND OUR PUBLIC POLICY FELLOWS COUNCIL CONTINUE TO PROVIDE STRATEGIC COUNSEL AND ANALYSIS, AND ARE CURRENTLY HELPING THE ORGANIZATION CONSIDER ITS POSITION ON NATIONAL SERVICE AND VOLUNTEERISM POLICY. - IS ENGAGED ALL OF THE 2020 PRESIDENTIAL CAMPAIGNS REGARDING ISSUES OF CONCERN TO THE NONPROFIT SECTOR, RESULTING IN SURVEY FINDINGS FROM KEY CANDIDATES AND A NONPARTISAN CAMPAIGN FORUM ON ISSUES IMPORTANT TO NONPROFITS. NONPARTISAN CIVIC ENGAGEMENT IS AN IMPORTANT POLICY OPPORTUNITY FOR NONPROFITS, AND INDEPENDENT SECTOR SEEKS TO MODEL BEHAVIOR FOR THE SECTOR. - INDEPENDENT SECTOR'S ENTIRE STAFF PARTICIPATED IN OUR SECOND ANNUAL ALL STAFF CAPITOL HILL DAY. DURING MEETINGS WITH 57 CONGRESSIONAL OFFICES, THE STAFF BUILT ITS ADVOCACY SKILLS, INCREASED THE SECTOR'S VISIBILITY WITH LEGISLATORS, AND LIVED OUR COMMITMENT TO THE IDEA THAT EVERY NONPROFIT PROFESSIONAL MUST BE AN ADVOCATE. - NONPROFITS TOOK OVER 900 ACTIONS THROUGH OUR ACTION CENTER, DOUBLE THE ACTIONS TAKEN DURING ALL OF 2018. THE ACTION CENTER ENABLES IS MEMBERS AND OTHERS TO CONTACT FEDERAL LAWMAKERS ABOUT THE IMPACT OF POLICY PROPOSALS ON THEIR ORGANIZATIONS AND COMMUNITIES THEY SERVE. |
| FORM 990, PART VI, SECTION A, LINE 6 | IS HAS MEMBERS THAT HELP SUPPORT THE MISSION OF THE ORGANIZATION |
| FORM 990, PART VI, SECTION A, LINE 7A | THERE IS ONLY ONE CLASS OF VOTING MEMBERS. THE MEMBERSHIP HAVE THE AUTHORITY TO ELECT DIRECTORS OF THE ORGANIZATION OTHER THAN THE PRESIDENT. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBERSHIP HAVE THE AUTHORITY TO APPROVE CHANGES IN THE ARTICLES OF INCORPORATION AND BY-LAWS, MEMBERSHIP DUES AND/OR DUES ASSESSMENT METHODOLOGY, MEMBERSHIP ELIGIBILITY CRITERIA, AFFIRM MAJOR POLICIES AND LEGISLATIVE ACTIONS BY THE BOARD, AS APPROPRIATE, AND ADOPT RESOLUTIONS ON NATIONAL ISSUES OF CONCERNS TO THE MEMBERSHIP, AS APPROPRIATE. |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING, THE FORM 990 IS PRESENTED TO INDEPENDENT SECTOR'S AUDIT COMMITTEE FOR REVIEW. THE CHIEF FINANCIAL OFFICER ALSO REVIEWS THE FORM 990 IN DETAIL WITH THE PRESIDENT AND CHIEF EXECUTIVE OFFICER PRIOR TO OBTAINING THE CEO'S SIGNATURE ON THE DOCUMENT. THE FORM 990 IS ALSO PRESENTED TO THE FULL BOARD OF DIRECTORS FOR REVIEW IN ADVANCE OF FILING. IT IS DISTRIBUTED IN ADVANCE OF THE BOARD MEETING IN ORDER TO ENSURE THAT DIRECTORS HAVE THE OPPORTUNITY FOR A MEANINGFUL REVIEW AND TO ALLOW ALL DIRECTORS THE OPPORTUNITY TO GAIN A FULL UNDERSTANDING OF THE DOCUMENT BEFORE IT IS FILED. INDEPENDENT SECTOR'S AUDITORS PARTICIPATE IN THE BOARD MEETING IN ORDER TO RESPOND TO ANY QUESTIONS THAT DIRECTORS MAY HAVE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR, BOARD MEMBERS ARE ASKED TO REVIEW INDEPENDENT SECTOR'S CONFLICT OF INTEREST POLICY AND TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. AMONG OTHER THINGS, THE POLICY MAKES CLEAR THAT ALL DECISIONS OF THE BOARD, OFFICERS AND EMPLOYEES OF INDEPENDENT SECTOR ARE TO BE MADE SOLELY ON THE BASIS OF A DESIRE TO PROMOTE THE BEST INTERESTS OF THE ORGANIZATION AND THE PUBLIC GOOD. THE DISCLOSURE STATEMENT, IN TURN, REQUESTS THAT DIRECTORS IDENTIFY, TO THE BEST OF THEIR KNOWLEDGE, AFFILIATIONS WITH ORGANIZATIONS THAT MAY BE POTENTIALLY RELATED TO THE FINANCIAL OR OTHER SUBSTANTIVE OPERATIONS OF INDEPENDENT SECTOR. THEY ARE ALSO ASKED TO IDENTIFY CIRCUMSTANCES INVOLVING EITHER THEMSELVES, OR A MEMBER OF THEIR EXTENDED FAMILY, THAT MAY BE CONSTRUED AS A CONFLICT OF INTEREST. IF SUCH CIRCUMSTANCE SHOULD ARISE SUBSEQUENT TO SUBMITTING THE DISCLOSURE STATEMENT, THE POLICY SETS FORTH AN ONGOING DISCLOSURE REQUIREMENT. AT THE STAFF LEVEL, INDEPENDENT SECTOR PERSONNEL ALSO ENSURE THAT THERE ARE NO CONFLICTS OF INTEREST WHEN CONSIDERING ENGAGEMENT OF A NEW VENDOR. IF A POTENTIAL CONFLICT IS IDENTIFIED, APPROPRIATE STEPS ARE TAKEN BOTH TO ASSESS THE NATURE OF THE POTENTIAL CONFLICT AND, SUBSEQUENTLY, TO ENSURE THAT THE POSSIBILITY OF AN ACTUAL CONFLICT IS MITIGATED. SUCH MITIGATION MAY BE ACHIEVED THROUGH THE RECUSAL OR FIREWALLING OF THE INDIVIDUAL IN QUESTION, THUS ENSURING THAT THE CONFLICT IS MANAGED AND THE LETTER AND SPIRIT OF THE CONFLICTS POLICY ARE UPHELD. IN ADDITION, WE NOTE THAT DURING THE ANNUAL AUDIT STAFF IDENTIFY AND DISCLOSE TO AUDITORS ALL KNOWN CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15A | APART FROM THE ORGANIZATION'S PRESIDENT AND CHIEF EXECUTIVE OFFICER, INDEPENDENT SECTOR'S BOARD OFFICERS (CHAIR, VICE CHAIR, SECRETARY, AND TREASURER) DO NOT RECEIVE COMPENSATION FROM THE ORGANIZATION. AN ANNUAL COMPENSATION REVIEW PROCESS FOR THE CEO TAKES PLACE UNDER THE LEADERSHIP OF THE BOARD CHAIR AND EXECUTIVE COMMITTEE. AN OUTSIDE CONSULTANT IS RETAINED OR SALARY SURVEYS AND 990S ARE REVIEWED TO PROVIDE INDUSTRY COMPARABLE SALARY DATA. AN INTERMEDIATE SANCTIONS ANALYSIS AND RELATED DOCUMENTATION ARE ALSO COMPLETED. THE EXECUTIVE COMMITTEE HAS RESPONSIBILITY FOR MAKING FINAL RECOMMENDATIONS TO THE FULL BOARD OF DIRECTORS REGARDING THE PRESIDENT'S PERFORMANCE EVALUATION AND COMPENSATION. THE BOARD OF DIRECTORS MAKES A FINAL DETERMINATION WITH REGARD TO THESE MATTERS. WITH REGARD TO STAFF COMPENSATION, THE PRESIDENT AND CEO, VICE PRESIDENTS, AND APPROPRIATE STAFF MANAGERS ALSO COMPLETE ANNUAL PERFORMANCE EVALUATIONS. FOR ALL STAFF OTHER THAN THE PRESIDENT AND CEO, IS UTILIZES INDUSTRY COMPARABLE DATA IN MAKING DETERMINATIONS REGARDING THE RANGE OF SALARIES. THE PRESIDENT AND CEO MAKES ALL FINAL DETERMINATIONS RELATIVE TO STAFF COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | INDEPENDENT SECTOR'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC. THE ANNUAL AUDIT, 990 AND 990T, BOARD OF DIRECTORS LIST, AND IS POLICIES (CONFLICT OF INTEREST, FINANCIAL RESPONSIBILITY, GIFTS AND ENTERTAINMENT, RECORDS RETENTION AND TRAVEL) ARE ALL AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE (WWW.INDEPENDENTSECTOR.ORG). |
| FORM 990, PART IX, LINE 11G | CONSULTANTS: PROGRAM SERVICE EXPENSES 577,079. MANAGEMENT AND GENERAL EXPENSES 175,831. FUNDRAISING EXPENSES 31,056. TOTAL EXPENSES 783,966. LEGISLATIVE ASSISTANCE: PROGRAM SERVICE EXPENSES 176,665. MANAGEMENT AND GENERAL EXPENSES 53,828. FUNDRAISING EXPENSES 9,507. TOTAL EXPENSES 240,000. SPEAKERS, SERVICE BUREAUS, AND OTHER: PROGRAM SERVICE EXPENSES 381,155. MANAGEMENT AND GENERAL EXPENSES 116,134. FUNDRAISING EXPENSES 20,512. TOTAL EXPENSES 517,801. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 64,723. MANAGEMENT AND GENERAL EXPENSES 40,219. FUNDRAISING EXPENSES 10,026. TOTAL EXPENSES 114,968. |
| FORM 990, PAGE 6, PART VI, LINE 1 AND PAGE 7, PART VII, VOTING MEMBERS | THE NUMBER OF VOTING MEMBERS SHOWN IN PART VI SECTION A LINE 1 DIFFERS FROM THE NUMBER OF DIRECTORS LISTED IN PART VII BECAUSE BOARD MEMBERS ARE INCLUDED IN PART VII IF THEY SERVED ON THE BOARD AT ANY TIME DURING 2019. INDEPENDENT SECTOR'S BOARD TERM BEGINS AT THE ANNUAL BUSINESS MEETING HELD DURING THE IS ANNUAL CONFERENCE IN THE FALL. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1620 IS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1620 L STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 543219877 | EIN |
| Primary Activities | BUILDING MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Total Income | $1,129,486 | TotalIncomeAmt |
| End Of Year Assets | $25,917,092 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT SECTOR | BusinessNameLine1Txt |
Comments