INDEPENDENT SECTOR: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- INDEPENDENT SECTOR (EIN 52-1081024)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201921349349304062
- Schema version
- 2018v3.1
- 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 | 2019-05-14T11:22:52-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 9737 WASHINGTONIAN BLVD 400 | AddressLine1Txt |
| City | GAITHERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20878 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | CAROLYN MOLLEN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2024676100 | PhoneNum |
| Signature | 2019-05-09 | 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 | 66.98.98.9 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-09 | IPDt |
| IP Tm | 23:35:48 | 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 | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | 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 | $10,300,389 | 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 | TO LEAD AND CATALYZE THE CHARITABLE COMMUNITY, (SEE SCHEDULE O) PARTNERING WITH GOVERNMENT, BUSINESS, AND INDIVIDUALS TO ADVANCE THE COMMON GOOD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 40 | TotalEmployeeCnt |
| Total Volunteers | 375 | TotalVolunteersCnt |
| Total Gross UBI | $52,896 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,211,632 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,810,916 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $695,956 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $537,205 | CYProgramServiceRevenueAmt |
| PY Investment Income | $362,229 | PYInvestmentIncomeAmt |
| CY Investment Income | $368,268 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$18,697 | PYOtherRevenueAmt |
| CY Other Revenue | $107,088 | CYOtherRevenueAmt |
| PY Total Revenue | $11,251,120 | PYTotalRevenueAmt |
| CY Total Revenue | $8,823,477 | 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 | $4,708,205 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,187,273 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $644,061 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,913,389 | PYOtherExpensesAmt |
| CY Other Expenses | $4,629,783 | CYOtherExpensesAmt |
| PY Total Expenses | $8,621,594 | PYTotalExpensesAmt |
| CY Total Expenses | $9,817,056 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,629,526 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$993,579 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $42,128,674 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,191,068 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,428,546 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,154,250 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,700,128 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,036,818 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO 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 | $5,648,763 | ExpenseAmt |
| Revenue | $401,577 | 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 2018, IS LAUNCHED UPSWELL, 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 INAUGURAL UPSWELL SUMMIT WAS HELD IN LOS ANGELES ON NOVEMBER 14-16, 2018. OVER 1,500 CHANGEMAKERS FROM ACROSS THE COUNTRY TOOK PART IN THE UPSWELL SUMMIT AND RELATED GATHERINGS IN 2018. 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 2018. AND WE LAUNCHED THE FIRST PHASE OF A PROJECT TO DEVELOP A NEW NARRATIVE FOR THE CHARITABLE SECTOR THAT WILL HELP ORGANIZATIONS TELL THEIR OWN STORY AS PART OF A LARGER AWARENESS OF CIVIL SOCIETY'S UNIQUE ROLE AND IMPACT IN AMERICAN LIFE.IN 2018, WE CONTINUED TO REFINE AND EXPAND UPON THE STRATEGIC VISION OF IS (AND FRAMEWORK), ORIGINALLY APPROVED BY THE BOARD OF DIRECTORS IN 2015. WE FURTHER CEMENTED THE CONSTRUCT OF THREE STRATEGIC DRIVERS FOR THE ORGANIZATION 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 BUILDING:UPSWELL IS A SERIES OF CONVENINGS ENERGIZED BY A NATIONAL COMMUNITY OF CHANGEMAKERS OF ALL KINDS NONPROFIT LEADERS, COMMUNITY ORGANIZERS, PHILANTHROPISTS, SOCIAL ENTREPRENEURS, GOVERNMENT OFFICIALS, CORPORATE RESPONSIBILITY PROFESSIONALS AND MORE. UPSWELL PROVIDES THE PREMIER MEETING GROUND FOR THESE LEADERS TO SHARE THEIR EXPERIENCES AND EXPERTISE TO DISCUSS AND ADDRESS CRITICAL ISSUES FACING OUR SECTOR, THE NATION AND THE WORLD. UPSWELL WAS HELD IN NOVEMBER IN LOS ANGELES AND OVER 1,500 PEOPLE ATTENDED. OVER 725 ORGANIZATIONS WERE REPRESENTED, ATTENDEES REPRESENTED 34 STATES AND 55% OF THE ATTENDEES WERE HEADS OF ORGANIZATIONS OR SENIOR LEADERS WITHIN THEIR ORGANIZATION. THE EXPERTISE AND VIBRANCY OF ALL OUR PARTICIPANTS PRODUCED A WORLD-CLASS EXCHANGE OF IDEAS. WITH OVER 249 SPEAKERS, THE MEETING FEATURED OVER 220 INNOVATIVE SESSION FORMATS THAT HELPED PARTICIPANTS EXAMINE HOW TO CREATE SOLUTIONS, BUILD LASTING IMPACT AND CREATE BRIGHTER FUTURES FOR THEIR ORGANIZATIONS AND THE PEOPLE THEY SERVE. THE PROGRAM INCLUDED 18 IMMERSIVE TOURS AND COMMUNITY DINNER EVENTS THAT ALLOWED ATTENDEES TO SEE AND HEAR LOCAL LEADER NARRATIVES ON L.A.'S INNOVATIVE CHANGES THAT HELP TO CREATE IMPACT IN THE COMMUNITY. UPSWELL BUILDS AND EQUIPS A DIVERSE COMMUNITY OF CHANGEMAKERS DEDICATED TO ENSURING A SOCIETY WHERE ALL CAN THRIVE.POLICY LEADER:INDEPENDENT SECTOR (IS) PROVIDES LEADERSHIP FOR AND COLLABORATES WITH OUR MEMBER ORGANIZATIONS AND OTHER STAKEHOLDERS TO EDUCATE PUBLIC OFFICIALS ABOUT THE VALUE OF THE CHARITABLE COMMUNITY AND TO ADVOCATE FOR FEDERAL POLICIES AND REGULATIONS THAT ADVANCE THE ABILITY OF CHARITABLE AND PHILANTHROPIC ORGANIZATIONS TO SERVE THEIR COMMUNITIES. IN 2018, WE CONTINUED TO INFORM AND GALVANIZE OUR SECTOR ALLIES AROUND KEY ISSUES, EDUCATE LAWMAKERS ABOUT THE SECTOR'S ESSENTIAL ROLE IN SOCIETY AND IN THE NATIONAL ECONOMY, AND ADVOCATE FOR POLICIES THAT IMPROVE THE ABILITY OF NONPROFIT ORGANIZATIONS TO ACHIEVE THEIR MISSIONS.IN LATE 2017, CONGRESS PASSED THE TAX CUTS AND JOBS ACT, A MAJOR PIECE OF TAX LEGISLATION THAT THREATENS NONPROFITS' ABILITY TO FULFILL THEIR MISSIONS. EARLY IN 2018, INDEPENDENT SECTOR PARTNERED WITH NONPROFIT ORGANIZATIONS ACROSS THE COUNTRY TO IDENTIFY THE REAL IMPACT OF THE NEW TAX LAWS, HOW NONPROFITS MAY COPE, AND POLICY OPPORTUNITIES TO MINIMIZE OR EVEN REVERSE THE PROJECTED DAMAGE CAUSED BY THE TAX BILL. INDEPENDENT SECTOR WORKED WITH COALITION PARTNERS TO INTRODUCE SEVERAL NEW PIECES OF LEGISLATION DESIGNED TO BOOST GIVING THROUGH NEW TAX INCENTIVES AND REPEAL LAWS THAT SIGNIFICANTLY RAISE TAXES ON NONPROFIT ORGANIZATIONS. A SEPARATE SET OF COALITIONS ALSO WORKED TO FEND OFF CONTINUED EFFORTS TO REPEAL OR WEAKEN THE LAW PROTECTING CHARITABLE ORGANIZATIONS FROM PARTISAN POLITICS CALLED THE JOHNSON AMENDMENT. UNFORTUNATELY, REPEAL EFFORTS ARE GAINING SUPPORT WITH EACH SUBSEQUENT ATTEMPT, SO WE ANTICIPATE CONTINUING TO SEE NEW PROPOSALS IN BILLS FOR THE FORESEEABLE FUTURE. TO ADDRESS THIS PROBLEM, IS CONTINUED TO WORK WITH THE BRIGHT LINES PROJECT TO TACKLE THE BIGGER ISSUE PROMPTING THE JOHNSON AMENDMENT DEBATE: CONFUSING RULES GOVERNING NONPROFIT POLITICAL ACTIVITY. INDEPENDENT SECTOR ALSO TRACKED AND ADVOCATED ON A WIDE RANGE OF OTHER ISSUES SUCH AS PUBLIC SERVICE LOAN FORGIVENESS, FEDERAL SPENDING, INDIVIDUAL RETIREMENT ACCOUNT GIVING, THE FOREIGN AGENTS REGISTRATION ACT, AND MORE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $940,563 | ExpenseAmt |
| Revenue | $75,553 | RevenueAmt |
| Desc | COMMUNICATIONS:IN SUPPORT OF EACH 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. IN 2018, COVERAGE OF IS ACTIVITIES APPEARED MORE THAN 1,500 TIMES IN NATIONAL OUTLETS AND TRADE PUBLICATIONS. MEDIA REPRESENTATIVES LOOK TO IS FOR EXPERTISE ON VOLUNTEERING, ETHICS AND ACCOUNTABILITY, THE STATE AND FUTURE OF CIVIL SOCIETY, AND PUBLIC POLICY ISSUESPARTICULARLY THOSE INVOLVING TAX AND FISCAL POLICY AFFECTING THE CHARITABLE COMMUNITY. INDEPENDENT SECTOR CONTINUES TO SERVE AS A SOURCE OF BEST PRACTICES, STRATEGIES, AND EMERGENT TRENDS IN THE CHARITABLE COMMUNITY, AND A FORUM TO DISCUSS THEM. WE ARE ALSO CONTINUALLY IMPROVING OUR DIGITAL PRESENCE, USER EXPERIENCE, CIRCULATION OF KEY INFORMATION, AND OPPORTUNITIES FOR ENGAGEMENT. IN 2018, WE LAUNCHED UPSWELL.ORG FOR UPSWELL LA, OUR REIMAGINED ANNUAL EVENT, WHICH BRINGS TOGETHER CHANGEMAKERS OF ALL KINDS FROM AROUND THE COUNTRY. WE ALSO REBRANDED OUR POLICY PODCAST TO VOICES FOR GOOD, AND ADDED A NEW PODCAST, CIVIL RENEWAL, WHICH FEATURED THOUGHT LEADERSHIP OF DAN CARDINALI, OUR PRESIDENT AND CEO, AND OTHER NONPROFIT LEADERS ON THE TOPIC OF CIVIL SOCIETY IN THE 21ST CENTURY. WE ALSO CONTINUED TO GROW AUDIENCES AND ENGAGEMENT ON SOCIAL MEDIA USING TWITTER, FACEBOOK, LINKEDIN, AND INSTAGRAM. WE ALSO CONTINUED TO FEATURE OUR MEMBERS AND PARTNERS IN SEVERAL PUBLICATIONS INCLUDING OUR DAILY MEMBERSHIP NEWSLETTER, DAILY DIGEST, OUR MONTHLY POLICY NEWSLETTER, VOICES FOR GOOD, AND OUR UPSWELL WEEKLY NEWSLETTER, THE CURRENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $837,014 | ExpenseAmt |
| Desc | ACCELERATING SECTOR IMPACT:IN 2018, INDEPENDENT SECTOR CONTINUED TO REFINE AND CONSOLIDATE ITS KEY PROGRAMMATIC AREAS TO ENSURE THEY ALIGN WITH IS ORGANIZATIONAL DRIVERS OF COMMUNITY BUILDING; PUBLIC POLICY; AND STRENGTHENING THE NONPROFIT SECTOR. DEVELOPING A SECTOR NARRATIVE. THE GOAL OF A SECTOR NARRATIVE IS TO HELP CONVEY THE SECTOR'S POWER, ROLE, IMPACT IN IMPROVING AMERICAN CIVIL SOCIETY, WITH SPECIFIC FOCUS ON HOW TO REFRAME HOW THE SECTOR MUST BE RESOURCED APPROPRIATELY IN ORDER TO ENSURE ORGANIZATIONAL RESILIENCY AND ULTIMATELY, SERVE OUR COMMUNITIES. MANY OTHER SECTORS, LIKE SMALL BUSINESS, HAVE A CLEAR NARRATIVE OF HOW THE SMALL BUSINESS COMMUNITY CONTRIBUTES TO IMPROVING CIVIL SOCIETY. WE SEEK TO DO THE SAME WITH THE NONPROFIT SECTOR. IN 2018, WE ENGAGED KEY STAKEHOLDERS ACROSS THE COUNTRY TO REFINE AND TEST AN INITIAL MESSAGING FRAMEWORK. THROUGH PARTNERING WITH AN EXPERT COMMUNICATIONS AND MARKETING FIRMS OGILVY AND SPRINGBOARD PARTNERS WE ALSO DRAFTED A BRAND CAMPAIGN FRAMEWORK AND PILOTED TWO SMALL TESTS OF FRAMEWORK ADOPTION. MORE INFORMATION, INCLUDING A PROMOTIONAL VIDEO OF THE WORK FOR SHARING CAN BE FOUND AT INDEPENDENTSECT.ORG/NARRATIVE. PATHWAYS. IN 2018, IS CONTINUED TO CULTIVATE A NEW INITIATIVE TO BUILD A MARKETPLACE FOR "WHAT WORKS", OTHERWISE KNOWN AS "PATHWAYS". THE GOAL OF PATHWAYS IS TO EXPLORE HOW TO IDENTIFY PATTERNS AND TRENDS OF THE MOST EFFECTIVE SOLUTIONS AND THEN BRING THEM TO SCALE. IN THIS PILOT, LOCAL EDUCATION LEADERS JOINED WITH A NATIONAL COHORT TO SURFACE ISSUES AND ACTIONABLE SOLUTIONS AND MET FIVE TIMES THROUGHOUT THE YEAR. THE COHORT ISSUED LEARNINGS AT THE END OF 2018, WHICH INCLUDED THE NEED FOR REAL, DELIBERATE ENGAGEMENT TO CULTIVATE TRUST AMONG PARTNERS AND THE DESIRE FOR A CENTRALIZED SYSTEM WHICH COULD PROVIDE DATA ON PERFORMANCE, OUTCOMES AND SUCCESSES OF PROGRAMS.NGEN: IS CONTINUED THE AMERICAN EXPRESS NGEN FELLOWS PROGRAM, A YEAR-LONG FELLOWSHIP FOR 12 NONPROFIT AND PHILANTHROPIC LEADERS AGE 40 AND UNDER TO STRENGTHEN THEIR LEADERSHIP CAPACITY AND GROW THEIR PERSONAL AND PROFESSIONAL NETWORKS. SINCE ITS INCEPTION, THE FELLOWS ALUMNI PROGRAM THAT HAS GROWN TO OVER 100 FORMER FELLOWS WITH A DIVERSE RANGE OF POSITIONS AND SPECIALTIES IN ADDRESSING SOCIAL CHANGE. IN ADDITION, WE CONTINUED TO RECOGNIZE ONE HIGHLY ACCOMPLISHED SECTOR LEADER WHO HAS ALREADY DEMONSTRATED SIGNIFICANT IMPACT IN ADDRESSING SOCIETY'S CRITICAL NEEDS AS PART OF THE AMERICAN EXPRESS NGEN LEADERSHIP AWARD. TO DATE WE HAVE IDENTIFIED MORE THAN 40 FINALISTS WITH DISTINCT SOCIAL IMPACT AND HONORED NINE RECIPIENTS. ETHICS AND ACCOUNTABILITY: IN 2018, IS CONTINUED TO PROMOTE THE 'PRINCIPLES FOR GOOD GOVERNANCE AND ETHICAL PRACTICE'. SINCE ITS RELEASE IN FEBRUARY 2015, THE IS PRINCIPLES HAVE BEEN BROADLY DISSEMINATED ACROSS THE CHARITABLE SECTOR. IN 2018, OUR PRINCIPLES WEB PAGES COLLECTIVELY RECEIVED OVER 32,000 VIEWS. IS BROUGHT THE PRINCIPLES TO KEY CHARITABLE SECTOR LEADERS THROUGH A SERIES OF ONLINE AND IN PERSON EDUCATIONAL EVENTS. IS PRESENTED FOUR DIGITAL LEARNING EVENTS ON BOARD GOVERNANCE, BOARD PERFORMANCE, AND HARASSMENT IN THE WORKPLACE. IS STAFF ALSO SPOKE AT FOUR SECTOR CONFERENCES IN 2018, INCLUDING THE ALLIANCE MANAGEMENT INSTITUTE, THE YOUNG NONPROFIT PROFESSIONALS NETWORK ANNUAL CONFERENCE, AND THE AMERICAN ALLIANCE OF MUSEUMS ANNUAL MEETING.JOHN W. GARDNER LEADERSHIP AWARD :AS IT DOES EVERY YEAR, INDEPENDENT SECTOR CONTINUES TO HONOR THE LEGACY OF ITS FOUNDER THROUGH THE AWARD OF THE JOHN W. GARDNER LEADERSHIP AWARD. IN 2018, THE AWARD WAS PRESENTED TO ANGELA GLOVER BLACKWELL, FOUNDER OF POLICY LINK. SHE IS HONORED FOR PROPELLING A NATIONWIDE MOVEMENT AND PAVING THE WAY FOR THE NEXT GENERATION OF EQUITY CHAMPIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,426,340 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 40 | 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | 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 | Yes (1) | 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 | CAROLYN MOLLEN | PersonNm |
| 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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JEFFREY L BRADACH | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| FRED BLACKWELL | |||||||
| VICE-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SONYA CAMPION | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NICOLE ANDERSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTONY CHIANG | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM CLARK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM GIBBONS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RON KAGAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH KASTELIC | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY KRAMER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANINE LEE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT L LYNCH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRY MAZANY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL MCAFEE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY J MCCLIMON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANE MELLEY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER FORD REEDY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HENRY TIMMS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID WILLIAMS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY CALVIN | |||||||
| DIRECTOR UNTIL 11/2018 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL J CARDINALI | |||||||
| DIRECTOR | 38.00 | Yes (X) | $524,141 | $0 | $49,200 | ||
| VICTOR REINOSO | |||||||
| COO | 38.00 | Yes (X) | $257,800 | $0 | $21,685 | ||
| CAROLYN MOLLEN | |||||||
| CFO | 38.00 | Yes (X) | $211,955 | $0 | $11,829 | ||
| JEFF MOORE | |||||||
| CSO | 38.00 | Yes (X) | $219,098 | $0 | $35,137 | ||
| ROBERT JONES | |||||||
| VP, ENGAGEMENT & COMMUNICATIONS | 38.00 | $180,967 | $0 | $23,053 | Yes (X) | ||
| DANIELLE MAXWELL | |||||||
| DIR. TALENT & ADMINISTRATIVE | 38.00 | $135,125 | $0 | $19,752 | Yes (X) | ||
| LIZ CULKIN | |||||||
| DIR. CONFERENCE & EVENT MGMT | 38.00 | $130,008 | $0 | $22,615 | Yes (X) | ||
| ANDREW GOSSETT | |||||||
| DIR. FOUNDATION RELATIONS | 38.00 | $124,993 | $0 | $14,932 | Yes (X) | ||
| CHRISTIAN CLANSKY | |||||||
| DIR. MARKETING & DIGITAL STRATEGY | 38.00 | $123,399 | $0 | $14,295 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,907,486 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $212,498 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DEBRA MONTANINO | |||||
| 6128 29TH STREET NW | WASHINGTON | DC | 20015 | CONSULTING SUPPORT | $246,582 |
| WASHINGTON COUNCIL E&Y | |||||
| 1001 PENNSYLVANIA AVE NW 601 | WASHINGTON | DC | 20004 | LEGAL CONSULTING | $237,500 |
| OGILVY PUBLIC RELATIONS | |||||
| 636 11TH AVENUE | NEW YORK | NY | 10036 | PUBLIC RELATIONS | $235,087 |
| MEMBERSUITE INC | |||||
| 47 PERIMETER CENTER EAST | ATLANA | GA | 30346 | TECHNOLOGY SERVICES | $184,991 |
| OSI BEYOND LLC | |||||
| 4833 RUGBY AVENUE SUITE 400 | BETHESDA | MD | 20814 | TECHNOLOGY SERVICES | $167,565 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,124,175 | MembershipDuesAmt |
| All Other Contributions | $5,686,741 | AllOtherContributionsAmt |
| Noncash Contributions | $12,681 | NoncashContributionsAmt |
| Total Contributions | $7,810,916 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CONFERENCE FEES | 900004 | $461,652 | $401,577 | $60,075 |
| PUBLICATION SALES | 900099 | $75,553 | $75,553 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $537,205 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $155,193 | TotalRevenueColumnAmt |
| Exclusion | $155,193 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,803 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $26,803 | UnrelatedBusinessRevenueAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,425,194 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,476,912 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$51,718 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$51,718 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$21,846 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$29,872 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $213,075 | 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 | $213,075 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $213,075 | TotalRevenueColumnAmt |
| Exclusion | $213,075 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| SUBLEASE INCOME | 900099 | $84,064 | $84,064 | |
| PARKING SERVICES | 812930 | $47,939 | $47,939 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $132,003 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,823,477 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $477,130 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $52,896 | UnrelatedBusinessRevenueAmt |
| Exclusion | $482,535 | 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 | $1,342,295 | TotalAmt |
| Program Services | $785,735 | ProgramServicesAmt |
| Management And General | $457,345 | ManagementAndGeneralAmt |
| Fundraising | $99,215 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,173,662 | TotalAmt |
| Program Services | $1,857,757 | ProgramServicesAmt |
| Management And General | $1,081,326 | ManagementAndGeneralAmt |
| Fundraising | $234,579 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,288 | TotalAmt |
| Program Services | $100,266 | ProgramServicesAmt |
| Management And General | $58,361 | ManagementAndGeneralAmt |
| Fundraising | $12,661 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,945 | TotalAmt |
| Program Services | $123,480 | ProgramServicesAmt |
| Management And General | $71,873 | ManagementAndGeneralAmt |
| Fundraising | $15,592 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,083 | TotalAmt |
| Program Services | $169,220 | ProgramServicesAmt |
| Management And General | $98,496 | ManagementAndGeneralAmt |
| Fundraising | $21,367 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,498 | TotalAmt |
| Management And General | $102,498 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,228 | TotalAmt |
| Management And General | $45,228 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,441 | TotalAmt |
| Management And General | $30,441 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,515,953 | TotalAmt |
| Program Services | $1,015,496 | ProgramServicesAmt |
| Management And General | $446,362 | ManagementAndGeneralAmt |
| Fundraising | $54,095 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,395 | TotalAmt |
| Program Services | $10,395 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,638 | TotalAmt |
| Program Services | $72,545 | ProgramServicesAmt |
| Management And General | $367,451 | ManagementAndGeneralAmt |
| Fundraising | $642 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,250 | TotalAmt |
| Program Services | $28,625 | ProgramServicesAmt |
| Management And General | $28,625 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $742,902 | TotalAmt |
| Program Services | $742,902 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,823 | TotalAmt |
| Management And General | $220,500 | ManagementAndGeneralAmt |
| Fundraising | $68,323 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $716,832 | TotalAmt |
| Program Services | $638,073 | ProgramServicesAmt |
| Management And General | $67,919 | ManagementAndGeneralAmt |
| Fundraising | $10,840 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,803 | TotalAmt |
| Program Services | $361,218 | ProgramServicesAmt |
| Management And General | $38,449 | ManagementAndGeneralAmt |
| Fundraising | $6,136 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,416 | TotalAmt |
| Management And General | $232,416 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,923 | TotalAmt |
| Management And General | $27,923 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| IN-KIND EXPENSES | $12,681 | $12,681 | ||
| ALLOCATED OVERHEAD | $0 | $1,507,947 | -$1,628,558 | $120,611 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,817,056 | TotalAmt |
| Program Services | $7,426,340 | ProgramServicesAmt |
| Management And General | $1,746,655 | ManagementAndGeneralAmt |
| Fundraising | $644,061 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,608 | BOYAmt |
| EOY | $534 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,578,278 | BOYAmt |
| EOY | $2,606,186 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,433,060 | BOYAmt |
| EOY | $2,214,690 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,015 | BOYAmt |
| EOY | $157,871 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,016 | BOYAmt |
| EOY | $107,146 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $37,214,994 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,956,844 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,222,089 | BOYAmt |
| EOY | $26,258,150 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,409,324 | BOYAmt |
| EOY | $8,072,332 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $916,284 | BOYAmt |
| EOY | $774,159 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,128,674 | BOYAmt |
| EOY | $40,191,068 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $965,841 | BOYAmt |
| EOY | $1,252,447 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,915,599 | BOYAmt |
| EOY | $9,571,222 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,375,000 | BOYAmt |
| EOY | $1,125,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,106 | BOYAmt |
| EOY | $205,581 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,428,546 | BOYAmt |
| EOY | $12,154,250 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,380,332 | BOYAmt |
| EOY | $25,652,318 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,319,796 | BOYAmt |
| EOY | $2,384,500 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,700,128 | BOYAmt |
| EOY | $28,036,818 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,128,674 | BOYAmt |
| EOY | $40,191,068 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$993,579 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$669,731 | 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 | $7,482,486 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,420,635 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,146,702 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,211,632 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,812,260 | CurrentTaxYearAmt |
| Total | $39,073,715 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,482,486 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,420,635 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,146,702 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,211,632 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,812,260 | CurrentTaxYearAmt |
| Total | $39,073,715 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,243,690 | SubstantialContributorsTotAmt |
| Public Support Total170 | $33,830,025 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,070,771 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,303,958 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,127,031 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $970,891 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,005,190 | CurrentTaxYearAmt |
| Total | $5,477,841 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $44,551,556 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,788,611 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75930 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77310 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $19,335 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $19,335 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,440,511 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,459,846 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $572,992 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $143,248 | 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 | $699,667 | CurrentYearMinus3Amt |
| Current Year Minus2 | $673,493 | CurrentYearMinus2Amt |
| Current Year Minus1 | $536,282 | CurrentYearMinus1Amt |
| Current Year | $572,992 | CurrentYearAmt |
| Total | $2,482,434 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,723,651 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $23,762 | CurrentYearMinus3Amt |
| Current Year Minus2 | $33,216 | CurrentYearMinus2Amt |
| Current Year Minus1 | $43,011 | CurrentYearMinus1Amt |
| Current Year | $19,335 | CurrentYearAmt |
| Total | $119,324 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $174,917 | CurrentYearMinus3Amt |
| Current Year Minus2 | $168,373 | CurrentYearMinus2Amt |
| Current Year Minus1 | $134,071 | CurrentYearMinus1Amt |
| Current Year | $143,248 | CurrentYearAmt |
| Total | $620,609 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $930,914 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,500,000 | BeginningYearBalanceAmt |
| Contributions | $2,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $168,829 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $147,392 | OtherExpendituresAmt |
| End Year Balance | $4,521,437 | 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 | $7,294,705 | DepreciationAmt |
| Book Value | $19,434,706 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,466,540 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,408,121 | DepreciationAmt |
| Book Value | $1,058,419 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,627,223 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,254,018 | DepreciationAmt |
| Book Value | $373,205 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $26,258,150 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS HELD IN ESCROW | $136,701 |
| DEFERRED RENT | $10,113 |
| DEFERRED COMPENSATION PLAN LIABILITY | $58,767 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $205,581 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,553,622 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$669,731 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,344 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$668,387 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,222,009 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $30,441 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$1,428,973 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,398,532 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,823,477 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,216,932 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,344 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,428,973 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,430,317 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,786,615 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $30,441 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $30,441 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,817,056 | 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, 2018, BOARD DESIGNATED NET ASSETS INCLUDED $500,000 IN THE SHORT TERM BUILDING OPERATING FUND AND $6,139,801 IN THE LONG TERM RESERVE FUND. |
| PART X, LINE 2: | UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, INDEPENDENT SECTOR IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. FOR THE YEAR ENDED DECEMBER 31, 2018, NO PROVISION FOR INCOME TAXES WAS REQUIRED, AS INDEPENDENT SECTOR HAD NO UNRELATED BUSINESS TAX LIABILITY. 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, 2018. 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 -1,476,912. PARKING SERVICE REVENUE REPORTED ON LINE 11 47,939. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED ON LINE 6B 1,476,912. PARKING SERVICE REVENUE REPORTED ON LINE 11 -47,939. |
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 | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (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 | ||||||||||||||
| DIRECTOR | $522,830 | $0 | $0 | $0 | $1,311 | $0 | $39,125 | $0 | $12,290 | $0 | $575,556 | $0 | $0 | $0 |
| VICTOR REINOSO | ||||||||||||||
| COO | $257,386 | $0 | $0 | $0 | $414 | $0 | $19,522 | $0 | $8,452 | $0 | $285,774 | $0 | $0 | $0 |
| CAROLYN MOLLEN | ||||||||||||||
| CFO | $211,794 | $0 | $0 | $0 | $161 | $0 | $0 | $0 | $13,211 | $0 | $225,166 | $0 | $0 | $0 |
| JEFF MOORE | ||||||||||||||
| CSO | $218,328 | $0 | $0 | $0 | $770 | $0 | $16,495 | $0 | $20,705 | $0 | $256,298 | $0 | $0 | $0 |
| ROBERT JONES | ||||||||||||||
| VP, ENGAGEMENT & COMMUNICATIONS | $180,609 | $0 | $0 | $0 | $358 | $0 | $12,483 | $0 | $11,730 | $0 | $205,180 | $0 | $0 | $0 |
| DANIELLE MAXWELL | ||||||||||||||
| DIR. TALENT & ADMINISTRATIVE | $135,022 | $0 | $0 | $0 | $103 | $0 | $10,085 | $0 | $10,503 | $0 | $155,713 | $0 | $0 | $0 |
| LIZ CULKIN | ||||||||||||||
| DIR. CONFERENCE & EVENT MGMT | $129,378 | $0 | $0 | $0 | $630 | $0 | $9,633 | $0 | $14,596 | $0 | $154,237 | $0 | $0 | $0 |
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 | $1,915,199 | 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, PART III, LINE 4A | TO ARM ADVOCATES WITH THE DATA THEY NEED TO EFFECTIVELY ADVANCE THESE GOALS, INDEPENDENT SECTOR LAUNCHED MULTIPLE RESEARCH INITIATIVES. IS LAUNCHED A SURVEY TOOL TO COLLECT STORIES FROM LOCAL NONPROFITS ABOUT OBSERVED CHANGES IN GIVING AND FIELDED A PUBLIC POLL OF DONORS THAT FOUND A SIGNIFICANT PROPORTION ADMIT THEIR OWN GIVING OR THE GIVING OF THEIR NEIGHBORS WILL DECREASE THIS YEAR DUE TO TAX CHANGES. IS ALSO LAUNCHED TWO NEW RESEARCH PROJECTS TO HELP ADVOCATES MORE EFFECTIVELY FRAME THE ISSUE FOR POLICYMAKERS AND BETTER ALIGN BEHIND POLICY DETAILS. FINDINGS FROM THIS RESEARCH WILL BE RELEASED IN EARLY 2019. IS WORKED WITH COALITIONS, LEGAL EXPERTS, AND RESEARCHERS TO GATHER DATA AND SHED NEW LIGHT ON THE COSTS AND ADMINISTRABILITY OF THE NEW UNRELATED BUSINESS INCOME TAX (UBIT) POLICIES. RESEARCH COMMISSIONED BY IS FOUND THAT THE FRINGE TRANSPORTATION BENEFIT PROVISION WOULD COST A NONPROFIT AN AVERAGE OF $12,000 AND THE SILOING PROVISION WOULD COST AN ORGANIZATION APPROXIMATELY $15,000. IS ALSO RECRUITED THREE FELLOWS AND AN ACADEMIC SCHOLAR TO PROVIDE IN-DEPTH EXPERTISE AND GUIDANCE ON NONPROFIT DATA COLLECTION, TAX POLICY, POLITICAL ACTIVITY, NONPROFIT OVERSIGHT, AND EQUITY. IN ADDITION TO ENGAGING IN ADVOCACY ON BEHALF OF THE SECTOR, WE ALSO CONTINUED TO PROVIDE ORGANIZATIONS AND INDIVIDUALS WITH TOOLS AND STRATEGIES TO ENGAGE IN MORE EFFECTIVE ADVOCACY THEMSELVES. IN THE PAST YEAR, WE OBSERVED A SIGNIFICANT AMOUNT OF ANXIETY IN THE SECTOR ABOUT FEDERAL POLICY CHANGES THAT IMPACT INDIVIDUAL ORGANIZATION MISSIONS. THIS ANXIETY MANIFESTED IN A NEW CROP OF NONPROFITS SEEKING TO INCREASE THEIR ORGANIZATION'S ADVOCACY. INDEPENDENT SECTOR RESPONDED TO THIS NEW INTEREST IN PUBLIC POLICY AND ADVOCACY BY OFFERING WEBINARS, ARTICLES, CONFERENCE SESSIONS, AND RESOURCES TO HELP GUIDE NONPROFITS' EFFORTS. IS STROVE TO MINIMIZE THE TIME AND RESOURCES ORGANIZATIONS NEEDED TO EXPEND TO BUILD THEIR ADVOCACY MUSCLE BY INCORPORATING MANY OF THE ACTIVITIES ABOVE INTO EASY-TO-CONSUME FORMATS, INCLUDING A MORE ROBUST AND INTEGRATED POLICY DIMENSION TO OUR NATIONAL CONVENING (UPSWELL), NEW ONLINE DIGITAL RESOURCES TO HELP BUILD SKILLS AND AWARENESS WITHIN THE SECTOR, AND COLLABORATION WITH OUR PEER ORGANIZATIONS IN HILL DAYS AND OTHER IN-PERSON ADVOCACY OPPORTUNITIES. IN ADDITION, IS LAUNCHED A PILOT AMONG ORGANIZATION STAFF DESIGNED TO ENCOURAGE EVERY NONPROFIT EMPLOYEE TO MONITOR AND ENGAGE IN PUBLIC POLICY RELATED TO THEIR WORK, WHETHER THAT IS FINANCE, FUNDRAISING, OR PROGRAMMING. THE PILOT INCLUDED "LEARNING BY DOING," IN WHICH ALL STAFF PARTICIPATED IN AN ADVOCACY DAY EDUCATING POLICYMAKERS ON ISSUES IMPACTING THE NONPROFIT SECTOR. EVALUATIONS SHOWED THAT STAFF WERE MORE LIKELY TO ENGAGE IN ADVOCACY ACTIVITIES IN THE FUTURE, AND THAT THEY HAD A GREATER UNDERSTANDING OF HOW INDEPENDENT SECTOR'S POLICY ISSUES TIE INTO THE BROADER ORGANIZATION'S WORK. THROUGHOUT THE YEAR, WE HAVE PROMOTED VOTING AS A CRITICAL PIECE OF LONG-TERM SYSTEMS CHANGE. REGISTERING AND MOBILIZING VOTERS STRENGTHENS THE POWER AND INFLUENCE OF NONPROFITS AMONG POLICYMAKERS, ENSURING ORGANIZATIONS NOT ONLY HAVE A SEAT AT THE TABLE, BUT THEIR VOICE IS RESPECTED. IS PARTNERED WITH COUNCIL ON FOUNDATIONS AND NONPROFIT VOTE TO CREATE A TOOLKIT TO HELP PHILANTHROPIC INSTITUTIONS SUPPORT NONPARTISAN VOTER ENGAGEMENT WORK WITH THEIR GRANTEES. IS ALSO SERVED AS A PREMIER PARTNER IN NATIONAL VOTER REGISTRATION DAY. AS A PART OF THIS EFFORT, IS CONTINUES TO PROMOTE THE NONPROFIT VOTES COUNT CAMPAIGN, DEVELOPED BY IS, NONPROFIT VOTE, NATIONAL COUNCIL OF NONPROFITS, AND UNITED WAY, AS AN EASY WAY TO BEGIN VOTER ENGAGEMENT WORK ON BEHALF OF YOUR MISSION. THESE COLLECTIVE EFFORTS MEANINGFULLY CONTRIBUTED TO A RECORD-BREAKING NATIONAL VOTER REGISTRATION DAY AND THE LARGEST MID-TERM ELECTION VOTER TURNOUT IN 50 YEARS. |
| 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 | CONSULTANT: PROGRAM SERVICE EXPENSES 708,997. MANAGEMENT AND GENERAL EXPENSES 311,640. FUNDRAISING EXPENSES 37,769. TOTAL EXPENSES 1,058,406. LEGISLATIVE ASSISANCE: PROGRAM SERVICE EXPENSES 160,769. MANAGEMENT AND GENERAL EXPENSES 70,666. FUNDRAISING EXPENSES 8,564. TOTAL EXPENSES 239,999. SPEAKERS, SERVICE BUREAUS, AND OTHER: PROGRAM SERVICE EXPENSES 145,730. MANAGEMENT AND GENERAL EXPENSES 64,056. FUNDRAISING EXPENSES 7,762. TOTAL EXPENSES 217,548. |
| 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 2018. 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 | 1602 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 | $1,425,194 | TotalIncomeAmt |
| End Of Year Assets | $27,156,671 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT SECTOR | BusinessNameLine1Txt |
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