BARBARA BUSH FOUNDATION FOR FAMILY LITERACY INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BARBARA BUSH FOUNDATION FOR FAMILY LITERACY INC (EIN 26-0587238)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-02-21
- IRS object ID
- 201920529349300707
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-21T10:20:02-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thomas Howell Ferguson PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2615 Centennial Blvd Suite 200 | AddressLine1Txt |
| City | Tallahassee | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260587238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Barbara Bush Foundation | BusinessNameLine1Txt |
| Business Name Line2 | For Family Literacy Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % EVANGELINE FIELDS | InCareOfNm |
| Business Name Control | BARB | BusinessNameControlTxt |
| Phone | 8505625300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 North Adams Street | AddressLine1Txt |
| City | Tallahassee | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EVANGELINE FIELDS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2019-02-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stacey T Kolka | PreparerPersonNm |
| PTIN | P01371120 | PTIN |
| Phone | 8506688100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.173.162.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 59163320190525000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-02-21 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D4FB5DA01D1B8E7FC25A9661FAE2145EF69F1D2F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A74718BAEE4B10808F91F8EE7EC849007AE55591 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRITISH ROBINSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 North Adams Street | AddressLine1Txt |
| City | Tallahassee | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,540,604 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.barbarabush.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Activity Or Mission | TO ADVOCATE FOR AND ESTABLISH LITERACY AS A VALUE IN EVERY HOME IN AMERICA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 22 | TotalEmployeeCnt |
| Total Volunteers | 2883 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,086,478 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,410,041 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,242,389 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,110,705 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$709,990 | PYOtherRevenueAmt |
| CY Other Revenue | $450,647 | CYOtherRevenueAmt |
| PY Total Revenue | $3,618,877 | PYTotalRevenueAmt |
| CY Total Revenue | $6,971,393 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,570,992 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $213,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,084,370 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,357,993 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $27,750 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $629,055 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,225,086 | PYOtherExpensesAmt |
| CY Other Expenses | $1,687,528 | CYOtherExpensesAmt |
| PY Total Expenses | $12,908,198 | PYTotalExpensesAmt |
| CY Total Expenses | $4,258,521 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$9,289,321 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,712,872 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $32,381,319 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,183,123 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,218,808 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,366,057 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,162,511 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,817,066 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE BARBARA BUSH FOUNDATION IS THE NATION'S LEADING ADVOCATE FOR FAMILY LITERACY, PROVIDING ACCESS TO AND CHOICE OF EDUCATIONAL OPPORTUNITIES FOR PARENTS AND THEIR YOUNG CHILDREN. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $393,822 | ExpenseAmt |
| Grant | $75,000 | GrantAmt |
| Revenue | $50,298 | RevenueAmt |
| Desc | The Barbara Bush Foundations two-generation family literacy programs provide parents and their young children, typically birth through age five, the opportunity to improve their literacy skills in the same learning environment. The most recent evaluation determined that parents enrolled in the programs, on average, improved their literacy skills by two grade levels in one year. Nearly half of all preschoolers entering the programs were at risk for developmental delays. By the end of the program, only 14% remained at risk, representing a 70% decrease in the number of children at risk for developmental delays. Programs funded in 2017-18 served more than 50 families and include the SPICE program in Thorndike, Maine; Learn Tampa Bay in Plant City, Florida; and Food Brings Hope in Daytona Beach, Florida. The Foundations early literacy efforts also include working with Talk With Me Baby, an early childhood language development program based on the latest science in brain development. This public action campaign is aimed at coaching parents and caregivers on ways to nourish children neurologically, socially, and linguistically through high-quality, engaging language. The Foundation worked with the Florida Childrens Council to translate this material for early literacy providers and delivered several training workshops on language nutrition in Florida. The Barbara Bush Foundation partnered with Pi Beta Phi, a national sorority, to develop and present training on literacy advocacy to Pi Beta Phi members in five locations across the U.S. Pi Beta Phi members then used the materials and training resources to advocate for literacy in their own communities. The Barbara Bush Foundation contracted with vendor MDR to create a digital platform called Story Mentors for first graders, which includes 25 online books accompanied by mentor and parent guides. The materials have been reviewed by teachers across the nation and are now available for free to the public. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $790,177 | ExpenseAmt |
| Grant | $138,000 | GrantAmt |
| Revenue | $606,149 | RevenueAmt |
| Desc | The Foundations Teen Trendsetters(TM) program engages both parents and volunteer teen mentors to support literacy skill development in 1st, 2nd, and 3rd graders who are, on average, half a year behind in reading. Parents sign a contract agreeing to read with their child at least twice a week, and over the course of the program, children receive 15 books to add to their personal home libraries. Each student is also paired with a teen who has been trained as a reading mentor, and the pairs meet weekly to practice reading during one-on-one mentoring sessions. The 2016-17 Teen Trendsetters evaluation report shows that, on average, mentees increase their reading by 1.24 grade levels. In addition, the five-year aggregate evaluation report from 2011-2016 shows that, on average, students in grades 1-3 achieved 18 to 31 percent more growth in their reading skills than one would expect for children their age. The Barbara Bush Foundations two-generation family literacy programs provide parents and their young children, typically birth through age five, the opportunity to improve their literacy skills in the same learning environment. The most recent evaluation determined that parents enrolled in the programs, on average, improved their literacy skills by two grade levels in one year. Nearly half of all preschoolers entering the programs were at risk for developmental delays. By the end of the program, only 14% remained at risk, representing a 70% decrease in the number of children at risk for developmental delays. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $253,887 | ExpenseAmt |
| Revenue | $1,379,243 | RevenueAmt |
| Desc | Today, 36 million Americans cannot read above a basic level, and only 2.1 million of those without a high school diploma are served by in-classroom programs through government funding. Nearly 15 percent of Americas adult population is low-literate. These adults are more likely to be unemployed, to go to prison, and to be hospitalized. Their children are at a significantly higher risk of being low-literate themselves, perpetuating the cycle. The negative consequences affect not only individuals and their families, but our nation as a whole. Even a slight rise in literacy skills can boost labor productivity exponentially and decrease health care costs significantly. In response to this crisis, the Barbara Bush Foundation joined with the XPRIZE Foundation and the Dollar General Literacy Foundation to launch the worlds first-ever Adult Literacy XPRIZE competition. Designed to encourage mobile application developers to focus on adult literacy, the competition will award up to $7 million in prizes to winning mobile learning applications able to improve reading levels for low-literate adults in just one year. The apps will enable adult learners to learn at any time and in any place, through use of their smartphones and tablets. The competition field, which originally numbered 109 teams from 15 countries, has been narrowed to five finalist teams. The applications created by these teams are now being field tested with nearly 12,000 adult learners in three cities across the country: Dallas, Los Angeles, and Philadelphia. In addition to increasing the development of educational technology through the app development phase of the competition, the Foundation is playing an integral role in increasing reach to low-literate adults. This year the Foundation and its partners nationwide are engaging communities in a competition aimed at placing the winning Adult Literacy XPRIZE apps into the hands of as many low-literate adults as possible, with $1 million in prizes to the participating communities. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,752,032 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $3,189,918 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 22 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | 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 | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EVANGELINE FIELDS | PersonNm |
| Phone | 8505625300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 NORTH ADAMS STREET | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32301 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CHRIS FRANGIONE | ||||||||
| INTERIM CEO | 40.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID BERE' | ||||||||
| TREASURER | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DOROTHY BUSH KOCH | ||||||||
| HONORARY CHAIR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GOVERNOR BOB WISE | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GWYNN VIROSTEK | ||||||||
| DIRECTOR - Partial Year | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JEAN BECKER | ||||||||
| SECRETARY | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEB BUSH JR | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LIZA MCFADDEN | ||||||||
| PRESIDENT/CEO - Mar 2018 | 40.0 | 0.0 | Yes (X) | Yes (X) | $248,375 | $0 | $48,113 | |
| LORI WACHS | ||||||||
| DIRECTOR - May - Current | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARK KAPLAN | ||||||||
| CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PEGGY CONLON | ||||||||
| VICE CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY E GAGE | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| TRICIA REILLY KOCH | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CRAIG DENEKAS | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GOVERNOR JOHN ENGLER | ||||||||
| DIRECTOR - Partial Year | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| FONDA ANDERSON | ||||||||
| CHIEF STRATEGY OFFICER | 40.0 | 0.0 | $180,000 | $0 | $14,400 | Yes (X) | ||
| SUSAN JAMES | ||||||||
| CHIEF MARKETING OFFICER | 40.0 | 0.0 | $142,506 | $0 | $11,400 | Yes (X) | ||
| ADINE ZORNOW | ||||||||
| FORMER SR VP OF DEVELOPMENT | 40.0 | 0.0 | $179,168 | $0 | $42,898 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $750,049 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $116,811 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MDR | |||||
| PO BOX 75174 | CHICAGO | IL | 606755174 | Book Production | $169,793 |
| GRAVINA SMITH MATTE ARNOLD | |||||
| 12474 BRANTLEY COMMONS COURT | FORT MYERS | FL | 33907 | Event Planning | $266,942 |
| THE PURSUANT GROUP INC | |||||
| PO BOX 203421 | DALLAS | TX | 75320 | Website/Social Media | $166,889 |
| ENTANGLED SOLUTIONS | |||||
| 2 SHAW ALLEY 2ND FLOOR | SAN FRANCISCO | CA | 94105 | Strategic Planning | $114,820 |
| RUSSELL REYNOLDS ASSOCIATES | |||||
| CHURCH STREET STATION PO BOX 6427 | NEW YORK | NY | 10249 | PROF. STAFFING | $105,568 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $300,000 | GovernmentGrantsAmt |
| All Other Contributions | $4,110,041 | AllOtherContributionsAmt |
| Noncash Contributions | $25,884 | NoncashContributionsAmt |
| Total Contributions | $4,410,041 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $733,273 | TotalRevenueColumnAmt |
| Exclusion | $733,273 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,036,113 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,658,681 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,377,432 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,377,432 | TotalRevenueColumnAmt |
| Exclusion | $1,377,432 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,361,177 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $910,530 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $450,647 | TotalRevenueColumnAmt |
| Exclusion | $450,647 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,971,393 | TotalRevenueColumnAmt |
| Exclusion | $2,561,352 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,000 | TotalAmt |
| Program Services | $213,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $935,585 | TotalAmt |
| Program Services | $650,264 | ProgramServicesAmt |
| Management And General | $122,752 | ManagementAndGeneralAmt |
| Fundraising | $162,569 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,082,874 | TotalAmt |
| Program Services | $752,635 | ProgramServicesAmt |
| Management And General | $142,077 | ManagementAndGeneralAmt |
| Fundraising | $188,162 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,651 | TotalAmt |
| Program Services | $85,247 | ProgramServicesAmt |
| Management And General | $16,092 | ManagementAndGeneralAmt |
| Fundraising | $21,312 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,341 | TotalAmt |
| Program Services | $55,145 | ProgramServicesAmt |
| Management And General | $10,410 | ManagementAndGeneralAmt |
| Fundraising | $13,786 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,542 | TotalAmt |
| Program Services | $95,596 | ProgramServicesAmt |
| Management And General | $18,046 | ManagementAndGeneralAmt |
| Fundraising | $23,900 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,263 | TotalAmt |
| Program Services | $12,818 | ProgramServicesAmt |
| Management And General | $8,068 | ManagementAndGeneralAmt |
| Fundraising | $14,377 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,282 | TotalAmt |
| Program Services | $14,481 | ProgramServicesAmt |
| Management And General | $9,115 | ManagementAndGeneralAmt |
| Fundraising | $3,686 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,261 | TotalAmt |
| Program Services | $155,804 | ProgramServicesAmt |
| Management And General | $12,315 | ManagementAndGeneralAmt |
| Fundraising | $23,142 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $914,682 | TotalAmt |
| Program Services | $745,113 | ProgramServicesAmt |
| Management And General | $58,896 | ManagementAndGeneralAmt |
| Fundraising | $110,673 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,725 | TotalAmt |
| Program Services | $7,922 | ProgramServicesAmt |
| Management And General | $626 | ManagementAndGeneralAmt |
| Fundraising | $1,177 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,040 | TotalAmt |
| Program Services | $23,206 | ProgramServicesAmt |
| Management And General | $4,066 | ManagementAndGeneralAmt |
| Fundraising | $5,768 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,274 | TotalAmt |
| Program Services | $5,111 | ProgramServicesAmt |
| Management And General | $404 | ManagementAndGeneralAmt |
| Fundraising | $759 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,997 | TotalAmt |
| Program Services | $15,492 | ProgramServicesAmt |
| Management And General | $9,096 | ManagementAndGeneralAmt |
| Fundraising | $4,409 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,437 | TotalAmt |
| Program Services | $87,943 | ProgramServicesAmt |
| Management And General | $9,258 | ManagementAndGeneralAmt |
| Fundraising | $14,236 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,619 | TotalAmt |
| Program Services | $62,619 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,713 | TotalAmt |
| Program Services | $6,128 | ProgramServicesAmt |
| Management And General | $2,698 | ManagementAndGeneralAmt |
| Fundraising | $1,887 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,314 | TotalAmt |
| Program Services | $18,506 | ProgramServicesAmt |
| Management And General | $11,256 | ManagementAndGeneralAmt |
| Fundraising | $4,552 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BOOKS AND MATERIALS | $148,319 | $148,319 | ||
| DUES AND SUBSCRIPTIONS | $54,805 | $20,319 | $2,502 | $31,984 |
| INDIRECT EXPENSES | $18,797 | $14,250 | $1,871 | $2,676 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,258,521 | TotalAmt |
| Program Services | $3,189,918 | ProgramServicesAmt |
| Management And General | $439,548 | ManagementAndGeneralAmt |
| Fundraising | $629,055 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,343 | BOYAmt |
| EOY | $400,395 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177 | BOYAmt |
| EOY | $2,201,752 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,188,377 | BOYAmt |
| EOY | $1,790,836 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,953 | BOYAmt |
| EOY | $13,266 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $46,790 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $28,316 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,942 | BOYAmt |
| EOY | $18,474 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,945,383 | BOYAmt |
| EOY | $27,704,117 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,144 | BOYAmt |
| EOY | $54,283 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,381,319 | BOYAmt |
| EOY | $32,183,123 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,808 | BOYAmt |
| EOY | $649,541 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000,000 | BOYAmt |
| EOY | $1,000,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $716,516 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,218,808 | BOYAmt |
| EOY | $2,366,057 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,162,511 | BOYAmt |
| EOY | $29,817,066 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,162,511 | BOYAmt |
| EOY | $29,817,066 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,381,319 | BOYAmt |
| EOY | $32,183,123 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,712,872 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$58,317 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $6,684,947 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,769,600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,462,540 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,086,478 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,410,041 | CurrentTaxYearAmt |
| Total | $38,413,606 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,684,947 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,769,600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,462,540 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,086,478 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,410,041 | CurrentTaxYearAmt |
| Total | $38,413,606 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $38,413,606 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $711,697 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $800,693 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $823,086 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $768,803 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $733,273 | CurrentTaxYearAmt |
| Total | $3,837,552 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,777 | CurrentTaxYearMinus3YearsAmt |
| Total | $5,877 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $42,257,035 | TotalSupportAmt |
| Public Support CY170 | 0.90905 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91790 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support CY509 | 0.00000 | PublicSupportCY509Pct |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,189,918 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,189,918 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $309,496 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $77,374 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $688,312 | CurrentYearMinus3Amt |
| Current Year Minus2 | $595,076 | CurrentYearMinus2Amt |
| Current Year Minus1 | $795,410 | CurrentYearMinus1Amt |
| Current Year | $309,496 | CurrentYearAmt |
| Total | $2,388,294 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,582,441 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $46,158 | CurrentYearMinus3Amt |
| Current Year Minus2 | $140,024 | CurrentYearMinus2Amt |
| Current Year Minus1 | $22,078 | CurrentYearMinus1Amt |
| Current Year | $77,374 | CurrentYearAmt |
| Total | $285,634 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $428,451 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $172,078 | CurrentYearMinus3Amt |
| Current Year Minus2 | $148,769 | CurrentYearMinus2Amt |
| Current Year Minus1 | $198,853 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $519,700 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,790 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,316 | DepreciationAmt |
| Book Value | $18,474 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,474 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $7,801,282 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$58,317 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $168,937 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $910,530 | OtherRevenueAmt |
| Revenue Not Reported | $1,021,150 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,780,132 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $191,261 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $191,261 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,971,393 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,146,727 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $168,937 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $910,530 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,079,467 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,067,260 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $191,261 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $191,261 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,258,521 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XI: Reconciliaion of Revenue | FormAndLineReferenceDesc |
| Explanation | Line 2d DIRECT FUNDRAISING EVENT EXPENSES: $910,530 For tax return purposes, fundraising expenses are reported on the Statement of Revenues, Part VIII. However, for audited financial statement purposes, fundraising expenses are reported with expenses. Part XII: Reconciliation of Expenses Line 2d DIRECT FUNDRAISING EVENT EXPENSES: $910,530 For tax return purposes, fundraising expenses are reported on the Statement of Revenues, Part VIII. However, for audited financial statement purposes, fundraising expenses are reported with expenses. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Retained By ContractorRetainedByContractorAmt |
|---|---|---|---|---|---|
| MARTHA HOWE | |||||
| 1035 N EDGEFIELD AVE | DALLAS | TX | 75208 | false | $45,000 |
| THE MORNING GROUP | |||||
| 5918 4TH STREET NW | WASHINGTON | DC | 20011 | false | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $105,000 | TotalRetainedByContractorsAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | NATIONAL CELEB | Event1Nm |
| Gross Receipts Event1 | $468,000 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $468,000 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $23,735 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $158,484 | OtherDirectExpensesEvent1Amt |
| Event2 | FL CELEBRATION | Event2Nm |
| Gross Receipts Event2 | $316,831 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $316,831 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $74,414 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $132,339 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $576,346 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $576,346 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $14,444 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $94,815 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $412,299 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,361,177 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $1,361,177 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $14,444 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $192,964 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $703,122 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $910,530 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $450,647 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| FOOD BRINGS HOPE INC | |||||||
| 2379 BEVILLE ROAD | DAYTONA BEACH | FL | 32119 | 455480270 | 501(C)(3) | $30,000 | LITERACY |
| LEARN TAMPA BAY | |||||||
| 504 E BAKER STREET SUITE A | PLANT CITY | FL | 33563 | 465045258 | 501(C)(3) | $30,000 | LITERACY |
| REGIONAL SCHOOL UNIT #3 ACE | |||||||
| 577 MOUNT VIEW ROAD | THORNDIKE | ME | 04986 | 016005587 | GOV'T | $15,000 | LITERACY |
| BROWARD EDUCATIONAL FOUNDATION INC | |||||||
| PO BOX 5408 | FORT LAUDERDALE | FL | 33310 | 592359433 | 501(C)(3) | $15,000 | LITERACY |
| SCHOOL BOARD OF MIAMI-DADE OFFICE OF INTERGOVT AFF | |||||||
| 1450 NE 2ND AVENUE ROOM 760 | MIAMI | FL | 33132 | 596000572 | GOV'T | $13,000 | LITERACY |
| UNITED WAY CAPITAL AREA - Jackson Schools | |||||||
| 843 N PRESIDENT STREET | JACKSON | MS | 39202 | 640303075 | 501(C)(3) | $9,500 | LITERACY |
| PASCO COUNTY SCHOOL DISTRICT | |||||||
| 7227 | LAND O LAKES | FL | 34638 | 596000792 | GOV'T | $7,000 | LITERACY |
| COLLIER COUNTY PUBLIC SCHOOLS | |||||||
| 5775 OSCEOLA TRAIL | NAPLES | FL | 34109 | 596000055 | GOV'T | $6,500 | LITERACY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE DETERMINED BY EACH PROGRAM'S NEEDS AND BY THE ORGANIZATION'S FAMILY LITERACY BUDGET. PROGRAMS REQUEST FUNDING AND PROVIDE LINE ITEM BUDGETS WITH NARRATIVES ON HOW DOLLARS WILL BE SPENT. EACH PROGRAM MUST MEET PROGRAMMATIC DELIVERABLES AND FILE FINANCIAL REPORTS FOR SPECIFIED REPORTING PERIODS AS DEFINED IN THEIR FUNDING AGREEMENT/CONTRACT. FINANCIAL REPORTS ARE ACCOMPANIED BY SOURCE DOCUMENTATION VERIFYING EXPENDITURES. EACH EXPENDITURE IS VERIFIED AGAINST THE PROGRAM'S APPROVED LINE ITEM BUDGET. NONAPPROVED EXPENSES ARE DOCUMENTED AND ARE NOT INCLUDED IN THE REIMBURSEMENT/PAYMENT PROCESS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt |
|---|---|---|---|---|---|---|---|
| LIZA MCFADDEN | |||||||
| PRESIDENT/CEO - Mar 2018 | $248,375 | $0 | $0 | $19,870 | $28,243 | $296,488 | $0 |
| FONDA ANDERSON | |||||||
| CHIEF STRATEGY OFFICER | $180,000 | $0 | $0 | $14,400 | $0 | $194,400 | $0 |
| SUSAN JAMES | |||||||
| CHIEF MARKETING OFFICER | $142,506 | $0 | $0 | $11,400 | $0 | $153,906 | $0 |
| ADINE ZORNOW | |||||||
| FORMER SR VP OF DEVELOPMENT | $145,150 | $0 | $34,018 | $14,333 | $28,565 | $222,066 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | $62,094 of severance for Liza McFadden was paid and $165,583 was accrued as of June 30, 2018. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $25,884 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM M, PART I, LINE 32B | FormAndLineReferenceDesc |
| Explanation | INVESTMENT CONSULTANTS ARE RETAINED TO DISPOSE OF PUBLICLY TRADED SECURITIES RECEIVED AS CONTRIBUTIONS IMMEDIATELY UPON RECEIPT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I - Volunteers | Line 6 THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY, INC IS A PULIC CHARITY. MRS. BARBARA BUSH IS THE FOUNDER OF THE BARBARA BUSH FOUNDAITON. THE BUSH FAMILY IS PROUD TO SUPPORT LITERACY THROUGH THEIR PHILANTROPIC EFFORTS. DOROTHY BUSH KOCH IS HONORARY CHAIR AND IS A VOLUNTEER MEMBER OF THE BOARD OF DIRECTORS. DOROTHY'S SISTER-IN-LAW, TRICIA REILLY KOCH, AND NEPHEW, JEB BUSH, JR ARE ALSO VOLUNTEER MEMBERS OF THE BOARD OF DIRECTORS. OTHER BUSH FAMILY MEMBERS WHO LEND THEIR NAME AND VALUABLE TIME AS VOLUNTEERS, PARTICULAR TO SUPPORT CELEBRATION OF READING EVENTS, INCLUDE PRESIDENT GEORGE H W BUSH, PRESIDENT GEORGE W AND LAURA BUSH, GOVERNOR JEB AND COLUMBA BUSH, MARVIN AND MARGARET BUSH, JENNA BUSH HAGER, SAM LEBLOND, ELLIE SOSA AND GIGI KOCH. |
| FORM 990, PART VI: Governance, Management & Disclosure | Section A Line 2 Doro Bush Koch and Tricia Reilly Koch are related and have a business relationship. Jeb Bush, Jr and Doro Bush Koch are related. Line 8 THE EXECUTIVE COMMITTE SHALL BE VESTED WITH THE POWERS PERMITTED BY THE BOARD OF DIRECTORS CONSISTENT WITH THE FOLLOWING COMPOSITION. THE EXECUTIVE BOARD/COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE FOUNDATION, INCLUDING THE CHAIR, VICE CHAIR, SECRETARY AND TREASURER. MEETINGS THE EXECUTIVE COMMITTEE SHALL MEET AT LEAST TWO(2) TIMES PER YEAR, EXCLUSIVE OF THE MEETINGS OF THE BOARD OF DIRECTORS. TERMS MEMBERS OF THE EXECUTIVE COMMITTEE SHALL SERVE FOR A TERM OF TWO(2) YEARS, CONSISTENT WITH THE NOMINATIONS FOR SERVICE AS OFFICERS OF THE CORPORATION. MEMBERS MAY SERVE AS MANY TERMS AS DESIRED AT THE DISCRETION OF THE MAJORITY OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE MAY MEET AT THE WILL OF THE CHAIR TO MAKE DECISIONS IN BETWEEN MEETINGS OF THE FULL BOARD. |
| FORM 990, PART VI, SECTION B | Line 11B THE FORM 990 and all accompanying schedules are PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON DATA SUPPLIED BY THE ORGANIZATION. ONCE A REVIEW IS PERFORMED BY MANAGEMENT OF THE ORGANIZATION, THE FORM 990 and all accompanying schedules are PRESENTED TO THE BOARD OF DIRECTORS FOR THEIR FINAL REVIEW AND APPROVAL. |
| FORM 990, PART VI, SECTION B | Line 12c EACH YEAR BEFORE ITS ANNUAL MEETING, THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERING MANAGEMENT STAFF AND BOARD MEMBERS IS REVIEWED AND REVISED AS REVISIONS ARE CONSIDERED NECESSARY BY THE CEO. ANNUALLY THE MANAGEMENT STAFF AND BOARD MEMBERS ARE REQUIRED TO REVIEW, SIGN, AND SUBMIT A CONFLICT OF INTEREST FORM. FOLLOWING FULL DISCLOSURE OF A POSSIBLE CONFLICT, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND, IF SO THE BOARD SHALL VOTE TO AUTHORIZE OR REJECT THE TRANSACTION OR TAKE ANY OTHER ACTIONS DEEMED NECESSARY TO ADDRESS THE CONFLICT AND PROTECT THE BARBARA BUSH FOUNDATION'S BEST INTEREST. |
| FORM 990, PART VI, SECTION B | Line 15 THE EXECUTIVE BOARD OF DIRECTORS REVIEWED THE SALARY RANGES THAT WERE BASED ON REVIEW OF VARIED SALARY SURVEYS AND AN ANALYSIS OF SELECT ORGANIZATION'S FORMS 990S COMBINED WITH AN ANALYSIS OF A NOT-FOR-PROFIT SALARY GUIDE. THE SALARY RANGE WAS APPROVED FOR THE CEO AND STAFF ON JUNE 9, 2016. THE CHAIRMAN OF THE BOARD PERFORMS AN ANNUAL REVIEW OF THE CEO AND MAY AWARD A BONUS. THE PROCESS IS DOCUMENTED IN THE EXECUTIVE BOARD MEETING MINUTES, AND IN THE ANNUAL PERFORMANCE REVIEW OF THE CEO. |
| FORM 990, PART VI, SECTION C | Line 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE THROUGH THE FLORIDA DEPARTMENT OF AGRICULTURE & CONSUMER SERVICES. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PROFESSIONAL SERVICE TOTAL FEES:914682 |
Comments