2018-11-14T12:12:40-06:00 2017-12-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2017-01-01 521889647 FOUNDATION FOR RURAL SERVICE FOUN 7033512000 4121 WILSON BOULEVARD NO 10TH ARLINGTON VA 22203 SHIRLEY BLOOMFIELD PRESIDENT 7033512000 2018-11-14 1 HEMALI PATEL P01337292 5712279500 67.137.57.251 2018-11-14 08:32:45 ES P 1938324BD4D887D076751857843371B82258E98C 88FC096EEAA4AA34D2309BD4BFC487DBE06F0B48 2017 2019-02-21 02:37:17Z SHIRLEY BLOOMFIELD 4121 WILSON BOULEVARD NO 10TH ARLINGTON VA 22203 2492407 0 X WWW.FRS.ORG X 1994 VA TO INFORM AND EDUCATE THE PUBLIC ON THE TELECOMMUNICATIONS NEEDS OF RURAL AREAS. 19 19 3 20 0 0 460553 614822 138710 160624 90414 194660 97384 -906 787061 969200 176995 175422 0 0 316104 333865 0 0 98178 325706 338802 818805 848089 -31744 121111 3432210 3791863 189657 143339 3242553 3648524 X THE FOUNDATION FOR RURAL SERVICE (FRS), IN COOPERATION WITH NTCA - THE RURAL BROADBAND ASSOCIATION, SEEKS TO SUSTAIN AND ENHANCE THE QUALITY OF LIFE IN AMERICA BY ADVANCING AN UNDERSTANDING OF RURAL ISSUES. OUR VISION IS TO HARNESS THE POWER OF THE RURAL COMMUNICATIONS INDUSTRY TO ENRICH LIVES IN AMERICA. 0 0 183345 50000 150150 YOUTH TOUR:THE FOUNDATION SPONSORS AN ANNUAL TOUR OF WASHINGTON, D.C. APPROXIMATELY ONE HUNDRED HIGH SCHOOL STUDENTS FROM RURAL AMERICA VISIT THE NATION'S CAPITOL TO LEARN ABOUT THE TELECOMMUNICATIONS INDUSTRY AND THE LEGISLATIVE PROCESS. 147734 125422 0 SCHOLARSHIP PROGRAMRECOGNIZING THE DISPARITIES BETWEEN RURAL AND URBAN ACCESS TO HIGHER EDUCATION, THE FOUNDATION OFFERS AN ANNUAL COLLEGE SCHOLARSHIP PROGRAM TO HELP FURTHER HIGHER EDUCATION AMONG RURAL YOUTH. VARIOUS SCHOLARSHIPS ARE AWARDED TO APPROXIMATELY FIFTY WINNERS SELECTED BY AN INDEPENDENT TEAM OF REVIEWERS IN THE EDUCATION FIELD. 99448 10144 AWARENESS CAMPAIGN:THE FOUNDATION SPONSORS AN ONGOING AWARENESS CAMPAIGN TO PROMOTE THE CONTRIBUTION THAT SMALL, INDEPENDENT BROADBAND COMPANIES MAKE TO RURAL COMMUNITIES. THE PROGRAM INCLUDES THE PRODUCTION OF INFORMATIONAL MAILERS GEARED TOWARD EDUCATING RURAL TELECOMMUNICATIONS CUSTOMERS, AN IMAGE AND AWARENESS CAMPAIGN THAT AIMS TO EDUCATE STATE AND LOCAL DECISION MAKERS ON THE VALUE THAT COMMUNITY BASED TELECOM PROVIDERS BRING TO THE TELECOM AND ECONOMIC FUTURES OF THEIR COMMUNITIES AND A SERIES OF EDUCATIONAL PAPERS AIMED AT EDUCATING DECISION MAKERS. 102980 330 VARIOUS OTHER PROGRAMS. 102980 330 533507 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 11 0 3 1 0 0 0 0 0 1 1 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 VA X KELLIE LOWERY 7033512000 4121 WILSON BOULEVARD NO 10TH ARLINGTON VA 22203 X STEPHEN MILLNER PRESIDENT 1.00 X X 0 0 0 ERIC CRAMER VICE PRESIDENT 1.00 X X 0 0 0 CARRI BENNETT SECRETARY/TREASURER 1.00 X X 0 0 0 DALE MERTEN DIRECTOR 1.00 X 0 0 0 NANCY WHITE DIRECTOR 1.00 X 0 0 0 MELVIN MASSEY DIRECTOR 1.00 X 0 0 0 DAVID REDMAN DIRECTOR 1.00 X 0 0 0 CARISSA SWENSON DIRECTOR 1.00 X 0 0 0 MARK WASHINGTON DIRECTOR 1.00 X 0 0 0 MICHAEL GRISHAM DIRECTOR 1.00 X 0 0 0 DAVID ADAMS DIRECTOR 1.00 X 0 0 0 ELLEN CLASSEN DIRECTOR 1.00 X 0 0 0 JULIE GOGEL DIRECTOR 1.00 X 0 0 0 JOHN GRANGER DIRECTOR 1.00 X 0 0 0 TODD HENECKE DIRECTOR 1.00 X 0 0 0 STEVE MELZER DIRECTOR 1.00 X 0 0 0 DAVID MOULD DIRECTOR 1.00 X 0 0 0 GEORGE WYATT DIRECTOR 1.00 X 0 0 0 GEOFF FEISS DIRECTOR 1.00 X 0 0 0 SHIRLEY BLOOMFIELD CURRENT FOUNDATION MANAGER 2.00 58.00 X 0 699811 222996 MICHAEL VIANDS CHIEF FINANCIAL OFFICER 2.00 44.00 X 0 198829 72790 JESSICA GOLDEN EXECUTIVE DIRECTOR 45.00 X 112158 0 31287 112158 898640 327073 1 0 1 0 0 137120 80000 397702 614822 YOUTH TOUR 900099 150150 150150 INFORMATION MAILER 900099 10144 10144 RURAL YOUTH SURVEY 900099 330 330 160624 144447 144447 1476309 1426096 50213 50213 50213 96205 137120 97111 -906 -906 969200 160624 0 193754 50000 50000 125422 125422 240737 111350 58363 71024 49437 22848 11961 14628 25741 9762 11310 4669 17950 8294 4396 5260 11274 11274 54696 51500 3196 18411 11846 5494 1071 53963 53963 13996 13996 539 539 5641 5641 FACILITY RENTAL / LODGI 107868 107868 TRANSPORTATION / EVENT 27894 27894 TAXES / DUES/ OTHER FEE 22884 22884 BOARD EXPENSES 5883 5883 15753 6723 7504 1526 848089 533507 216404 98178 118259 80517 245 635 20218 16289 14191 13081 1649 1110 3233919 3541706 57920 151606 3432210 3791863 50635 27255 124700 99570 14322 16514 189657 143339 X 1342462 1606813 1900091 2041711 3242553 3648524 3432210 3791863 121111 284860 0 X 0 1 X 1 0 X 470064 427918 2611225 460553 614822 4584582 470064 427918 2611225 460553 614822 4584582 200220 4384362 17799 24182 109469 110357 144447 406254 108339 137825 6140 97012 0 349316 1274 28531 2943 372 33120 5373272 721341 0.81600 0.71260 X 14191 13081 1110 1110 DEFERRED RENT 16164 DUE TO AFFILIATED ENTITIES 350 16514 X 1366171 284860 15000 299860 1066311 -97111 -97111 969200 960200 15000 97111 112111 848089 0 848089 PART X, LINE 2: FRS EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED ON EXAMINATION. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES -97,111. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 97,111. ANNUAL MEETING 101125 58225 42900 32729 4626 1456 FALL CONFERENCE 73835 55145 18690 21972 1680 6102 6 58365 23750 34615 14637 7878 3081 2950 233325 137120 96205 14637 62579 9387 10508 97111 -906 1 SCHOLARSHIPS 61 125422 N/A N/A PART I, LINE 2: RECOGNIZING THE DISPARITIES BETWEEN RURAL AND URBAN ACCESS TO HIGHER EDUCATION, THE FOUNDATION FOR RURAL SERVICE (FRS) OFFERS AN ANNUAL COLLEGE SCHOLARSHIP PROGRAM TO HELP FURTHER HIGHER EDUCATION AMONG RURAL YOUTH. AWARDS ARE GRANTED TO RURAL HIGH SCHOOL SENIORS ACROSS THE UNITED STATES. THE STUDENTS ARE SPONSORED BY A NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION (NTCA) MEMBER COMPANY AND, IF CHOSEN, ARE AWARDED $2,000 FY FRS IN ADDITION TO A $500 SCHOLARSHIP MATCH BY THEIR SPONSORING COMPANY. AN INDEPENDENT TEAM OF REVIEWERS IN THE EDUCATION FIELD ARE SELECTED TO REVIEW THE APPLICATIONS AND SELECT THE WINNERS BASED ON SPECIFIED CRITERIA. FRS STAFF ACCEPTS AND PROCESSES ALL APPLICATIONS. HOWEVER, FRS STAFF AND FRS BOARD MEMBERS DO NOT REVIEW THE APPLICATIONS OR HAVE ANY INFLUENCE ON THE DECISION PROCESS. X 1 1 0 1 0 0 0 0 0 0 0 SHIRLEY BLOOMFIELD CURRENT FOUNDATION MANAGER 0 619811 0 80000 0 0 0 191866 0 31130 0 922807 0 0 MICHAEL VIANDS CHIEF FINANCIAL OFFICER 0 184829 0 14000 0 0 0 40862 0 31928 0 271619 0 0 PART I, LINE 1A SHIRLEY BLOOMFIELD - $1,558- TRAVEL FOR COMPANIONS, THIS AMOUNT IS INCLUDED IN TAXABLE COMPENSATION. PART I, LINE 3 THE CHIEF EXECUTIVE OFFICER'S COMPENSATION IS REVIEWED BY AN INDEPENDENT COMPENSATION CONSULTANT THAT DOES A COMPARISON OF LIKE POSITIONS IN THE AREA AND PRESENTS THE STUDY TO THE NTCA BOARD FOR APPROVAL. OTHER OFFICERS AND KEY EMPLOYEES' COMPENSATION IS REVIEWED BY A COMPENSATION CONSULTANT EVERY FIVE YEARS. CHANGES IN COMPENSATION ARE PRESENTED AND APPROVED BY THE CHIEF EXECUTIVE OFFICER. THIS PROCESS WAS LAST CONDUCTED IN 2015 FOR THE CHIEF EXECUTIVE OFFICER, AND THE OTHER OFFICERS AND KEY EMPLOYEES' COMPENSATION WAS REVIEWED INTERNALLY BY THE ASSOCIATION IN 2015. PART I, LINE 4B SHIRLEY BLOOMFIELD - $137,474- 457(F) PLAN CONTRIBUTION FORM 990, PART VI, SECTION A, LINE 1 AN EXECUTIVE COMMITTEE MAY BE APPOINTED BY THE FOUNDATION'S BOARD OF DIRECTORS WITH THE AUTHORITY TO MANAGE THE AFFAIRS OF THE FOUNDATION BETWEEN MEETINGS OF THE BOARD. IF APPOINTED, THE EXECUTIVE COMMITTEE IS COMPRISED OF THE FOUNDATION'S OFFICERS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD DOES NOT REVIEW THE 990 PRIOR TO FILING. THE 990 IS REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION'S CONFLICT OF INTEREST POLICY APPLIES TO ALL BOARD MEMBERS AND OFFICERS. WHEN A PERSON BECOMES AWARE OF AN ACTUAL OR POTENTIAL CONFLICT, THEY DISCLOSES ALL RELEVANT INFORMATION TO THE BOARD CHAIR OR VICE CHAIR, REMOVE THEMSELVES FROM ALL DISCUSSIONS OF THE MATTER, AND REMOVE THEMSELVES FROM ALL VOTES ON THE MATTER. THE BOARD MAY VOTE TO ENTER THE TRANSACTION IF IT DETERMINES THAT THE TRANSACTION IS IN THE ASSOCIATION'S BEST INTEREST. ALL RELEVANT INFORMATION IS DOCUMENTED IN THE MEETING MINUTES. IF A PERSON VIOLATES THE ASSOCIATION'S CONFLICT OF INTEREST POLICY, THEY INFORM THE PRESIDENT OF THE BOARD AND THE ASSOCIATION'S GENERAL COUNSEL, WHO TAKE APPROPRIATE ACTION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII: THE COMPENSATED OFFICERS LISTED IN FORM 990, PART VII WERE COMPENSATED THROUGH NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION. THE HOURS PER WEEK INDICATED IN FORM 990, PART VII FOR THESE OFFICERS ARE FOR NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION AND ITS RELATED ENTITIES AND TRUST. NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION (NTCA) 4121 WILSON BOULEVARD 10TH FLOOR ARLINGTON VA 22203 520741336 TRADE ASSOCIATION VA 501(C)(6) N/A N/A 0 NTCA GROUP HEALTH PROGRAM 4121 WILSON BOULEVARD 10TH FLOOR ARLINGTON VA 22203 521043923 HEALTH AND WELFARE BENEFITS VA 501(C)(9) N/A NTCA 1 NTCA MASTER TRUST FOR DEFERRED COMP PLANS 4121 WILSON BOULEVARD 10TH FLOOR ARLINGTON VA 22203 566678513 DEFERRED COMPENSATION VA 501(C)(9) N/A NTCA 1 NTCA REGIONAL RETIREE MEDICAL FUNDING TRUST I 4121 WILSON BOULEVARD 10TH FLOOR ARLINGTON VA 22203 526737391 POST RETIREMENT BENEFITS DC 501(C)(9) N/A NTCA 1 NTCA REGIONAL RETIREE MEDICAL FUNDING TRUST II 4121 WILSON BOULEVARD 10TH FLOOR ARLINGTON VA 22203 521889144 POST RETIREMENT BENEFITS DC 501(C)(9) N/A NTCA 1 NTCA NATIONAL RETIREE MEDICAL FUNDING TRUST 4121 WILSON BOULEVARD 10TH FLOOR ARLINGTON VA 22203 526685526 POST RETIREMENT BENEFITS DC 501(C)(9) N/A NTCA 1 NTCA RETIREMENT AND SECURITY PROGRAM 4121 WILSON BOULEVARD 10TH FLOOR ARLINGTON VA 22203 521558805 DEFINED BENEFIT PLAN VA 501(C)(9) N/A NTCA 1 NTCA SAVINGS PLAN 4121 WILSON BOULEVARD 10TH FLOOR ARLINGTON VA 22203 521522857 DEFINED CONTRIBUTION PLAN VA 501(C)(9) N/A NTCA 1 NTCA RURAL BROADBAND PAC 4121 WILSON BOULEVARD 10TH FLOOR ARLINGTON VA 22203 521674218 VOLUNTARY, NON-PARTISAN POLITICAL ACTION COMMITTEE VA 527 N/A NTCA 1 SERVICES MANAGEMENT CORPORATION 30 TOWN SQUARE BOULEVARD SUITE 300 ASHEVILLE NC 28801 521200541 ADMINISTER BENEFIT PLANS NC NTCA C 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION C 50000 FAIR MARKET VALUE NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION K 50438 FAIR MARKET VALUE