CALVIN COOLIDGE PRESIDENTIAL FOUNDATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CALVIN COOLIDGE PRESIDENTIAL FOUNDATION INC (EIN 03-6009701)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201833199349319043
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T16:50:14-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 030310172 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OBrien Shortle Reynolds & Sabotka PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 54 North Main Street | AddressLine1Txt |
| City | Rutland | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 036009701 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALVIN COOLIDGE PRESIDENTIAL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALV | BusinessNameControlTxt |
| Phone | 8026723389 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 97 | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMITY SHLAES | PersonNm |
| Person Title | CHAIR & CEO | PersonTitleTxt |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gwen Flewelling | PreparerPersonNm |
| PTIN | P01283080 | PTIN |
| Phone | 8027738344 | PhoneNum |
| 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 | AMITY SHLAES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 WILLOW PLACE | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,645,973 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://COOLIDGEFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Activity Or Mission | TO PERPETUATE THE MEMORY OF CALVIN COOLIDGE,THE 30TH PRESIDENT OF THE UNITED STATES THROUGH EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,326,845 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,463,039 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,536 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,065 | CYProgramServiceRevenueAmt |
| PY Investment Income | $45,444 | PYInvestmentIncomeAmt |
| CY Investment Income | $91,578 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,862 | PYOtherRevenueAmt |
| CY Other Revenue | -$12,513 | CYOtherRevenueAmt |
| PY Total Revenue | $1,384,687 | PYTotalRevenueAmt |
| CY Total Revenue | $10,553,169 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $56,010 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $219,788 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $483,609 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $564,252 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $149,026 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $571,231 | PYOtherExpensesAmt |
| CY Other Expenses | $598,974 | CYOtherExpensesAmt |
| PY Total Expenses | $1,110,850 | PYTotalExpensesAmt |
| CY Total Expenses | $1,383,014 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $273,837 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,170,155 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,245,447 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,703,698 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $35,628 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $47,875 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,209,819 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,655,823 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PERPETUATE THE MEMORY OF CALVIN COOLIDGE,THE 30TH PRESIDENT OF THE UNITED STATES THROUGH EDUCATION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $366,178 | ExpenseAmt |
| Grant | $175,148 | GrantAmt |
| Desc | The Coolidge Scholarship The Foundation operates a merit scholarship program that awards full-ride undergraduate scholarships to outstanding high school students. The scholarship program attracts thousands of students each year, each of whom learns about President Coolidge and his values through the course of applying for the scholarship. The Coolidge Foundation conducts a rigorous, multi-stage, review process that culminates with in-person interviews with a finalist jury. In 2016 the first three Coolidge Scholarship recipients were named. The chief criterion is academic excellence. Secondary criteria include interest in policy, appreciation for the values Coolidge championed, humility, and service. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $345,398 | ExpenseAmt |
| Revenue | $1,215 | RevenueAmt |
| Desc | The Coolidge Foundation hosts programs around the country that seek to educate and to perpetuate the memory and legacy of President Calvin Coolidge. In addition to programs described in 4b and 4c, these programs include a Coolidge-themed event/lecture series, a Washington, DC Summit for high schoolers focused on the Coolidge presidency, the Calvin Writing Prize for Vermont youth, the Coolidge quarterly, a weekly e-newsletter, an active website with educational materials, and history education programs at the President Calvin Coolidge State Historic Site for students of all ages. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $208,682 | ExpenseAmt |
| Grant | $42,640 | GrantAmt |
| Revenue | $9,850 | RevenueAmt |
| Desc | Debate Program The Foundation operates a high school debate program that emphasizes Coolidge-related topics and content instruction. The hallmark of the debate program is the Coolidge Cup, a national debate tournament with contests held around the country that culminate in a championship tournament held at the President Calvin Coolidge State Historic Site in Plymouth, Vermont each summer. In addition to the Cup, the Foundation also operates the Coolidge Debate League as hosts shorter debate training days for groups and schools. Hundreds pass through the debate program each year. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $78,363 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,000 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $998,621 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | 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 | Yes (true) | 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 | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 | Yes (true) | 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 |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | 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 | false | 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 | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | 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 | 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 | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | 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 | 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 | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW DENHART | PersonNm |
| Phone | 8026723389 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 97 | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05056 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| ANN SHRIVER SARGENT | |||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT A CERASOLI | |||||||
| VICE CHAIR | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HEIDI B ELDRED | |||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES H DOUGLAS | |||||||
| VICE CHAIR | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROBY HARRINGTON III | |||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER C JETER | |||||||
| Treasurer | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LESLIE KEEFE | |||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| AMBASSADOR C BOYDEN GRAY | |||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CATHERINE M NELSON | |||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DR JOHN TOMASI | |||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| REBEKAH MERCER | |||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS NUNN | |||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GARLAND TUCKER III | |||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN W CHILDS | |||||||
| VICE CHAIR | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JENNIFER L FOSTER | |||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID C JOHNSON | |||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SANDRA E GALE | |||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT LUDDY | |||||||
| Treasurer | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| THOMAS COOLEY | |||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| AMITY SHLAES | |||||||
| CHAIR & CEO | 50.00 | 0.00 | Yes (X) | $212,365 | $0 | $24,993 | Yes (X) |
| KURT SCHMOKE | |||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MILTON G VALERA | |||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ARTHUR E CROWLEY JR | |||||||
| Secretary | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RICHARD A HOUGH III | |||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JUDGE EDITH JONES | |||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS LOVETT | |||||||
| Trustee | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW DENHART | |||||||
| Executive Dir. | 50.00 | 0.00 | $139,352 | $0 | $17,585 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $351,717 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $42,578 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $349,735 | FundraisingAmt |
| All Other Contributions | $10,113,304 | AllOtherContributionsAmt |
| Noncash Contributions | $37,206 | NoncashContributionsAmt |
| Total Contributions | $10,463,039 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | BusinessBusinessCd |
|---|---|---|---|
| HIGH SCHOOL DEBATES | $9,850 | $9,850 | |
| Membership Dues & Assessments | $1,215 | $1,215 | 611710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,065 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $91,578 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $91,578 | RelatedOrExemptFuncIncomeAmt |
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 |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $71,837 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $349,735 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $88,332 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$16,495 | TotalRevenueColumnAmt |
| Exclusion | -$16,495 | ExclusionAmt |
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 | $8,454 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $4,472 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,982 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,982 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,553,169 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $106,625 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$16,495 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,240 | TotalAmt |
| Program Services | $23,240 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,548 | TotalAmt |
| Program Services | $196,548 | ProgramServicesAmt |
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 | $394,295 | TotalAmt |
| Program Services | $228,691 | ProgramServicesAmt |
| Management And General | $74,916 | ManagementAndGeneralAmt |
| Fundraising | $90,688 | 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 | $115,956 | TotalAmt |
| Program Services | $67,990 | ProgramServicesAmt |
| Management And General | $21,496 | ManagementAndGeneralAmt |
| Fundraising | $26,470 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,611 | TotalAmt |
| Program Services | $10,370 | ProgramServicesAmt |
| Management And General | $3,288 | ManagementAndGeneralAmt |
| Fundraising | $3,953 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,390 | TotalAmt |
| Program Services | $21,337 | ProgramServicesAmt |
| Management And General | $6,746 | ManagementAndGeneralAmt |
| Fundraising | $8,307 | 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 | $76,699 | TotalAmt |
| Program Services | $76,699 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,350 | TotalAmt |
| Management And General | $22,350 | ManagementAndGeneralAmt |
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 | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,121 | TotalAmt |
| Program Services | $12,991 | ProgramServicesAmt |
| Management And General | $20,130 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,964 | TotalAmt |
| Program Services | $8,725 | ProgramServicesAmt |
| Management And General | $2,844 | ManagementAndGeneralAmt |
| Fundraising | $3,395 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,140 | TotalAmt |
| Management And General | $6,140 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,018 | TotalAmt |
| Program Services | $21,010 | ProgramServicesAmt |
| Management And General | $12,605 | ManagementAndGeneralAmt |
| Fundraising | $8,403 | 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 | $0 | TotalAmt |
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 | $42,605 | TotalAmt |
| Management And General | $42,605 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,044 | TotalAmt |
| Management And General | $9,044 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $320,577 | $320,577 | ||
| Printing and Publications | $8,176 | $4,795 | $1,515 | $1,866 |
| SUPPLIES | $5,876 | $5,876 | ||
| Postage and Shipping | $5,172 | $5,104 | $68 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,232 | TotalAmt |
| Program Services | $5,648 | ProgramServicesAmt |
| Management And General | $6,584 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,383,014 | TotalAmt |
| Program Services | $998,621 | ProgramServicesAmt |
| Management And General | $235,367 | ManagementAndGeneralAmt |
| Fundraising | $149,026 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,718 | BOYAmt |
| EOY | $531,691 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,225,481 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,500 | BOYAmt |
| EOY | $93,250 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,937 | BOYAmt |
| EOY | $10,937 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,950 | BOYAmt |
| EOY | $28,728 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,310,527 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $778,021 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $565,384 | BOYAmt |
| EOY | $532,506 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,585,098 | BOYAmt |
| EOY | $7,774,148 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,545 | BOYAmt |
| EOY | $34,663 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $627,315 | BOYAmt |
| EOY | $472,294 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,245,447 | BOYAmt |
| EOY | $12,703,698 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,396 | BOYAmt |
| EOY | $47,082 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232 | BOYAmt |
| EOY | $793 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,628 | BOYAmt |
| EOY | $47,875 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,726,254 | BOYAmt |
| EOY | $2,203,800 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $901,513 | BOYAmt |
| EOY | $6,869,971 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $582,052 | BOYAmt |
| EOY | $3,582,052 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,209,819 | BOYAmt |
| EOY | $12,655,823 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,245,447 | BOYAmt |
| EOY | $12,703,698 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,170,155 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $285,254 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$18,540 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $9,135 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $416,178 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $808,579 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,117,401 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,336,381 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,474,104 | CurrentTaxYearAmt |
| Total | $14,152,643 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,275 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,214 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,441 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,117 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,454 | CurrentTaxYearAmt |
| Total | $45,501 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $422,453 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $815,793 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,125,842 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,351,498 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,482,558 | CurrentTaxYearAmt |
| Total | $14,198,144 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $199,638 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $364,723 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $671,300 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $771,439 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,294,496 | CurrentTaxYearAmt |
| Total | $6,301,596 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $199,638 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $364,723 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $671,300 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $771,439 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,294,496 | CurrentTaxYearAmt |
| Total | $6,301,596 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $7,896,548 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,653 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,926 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,008 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,444 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $91,578 | CurrentTaxYearAmt |
| Total | $263,609 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,653 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,926 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,008 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,444 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $91,578 | CurrentTaxYearAmt |
| Total | $263,609 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $462,106 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $855,719 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,172,850 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,396,942 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,574,136 | CurrentTaxYearAmt |
| Total | $14,461,753 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.54600 | PublicSupportCY509Pct |
| Public Support PY509 | 0.45040 | PublicSupportPY509Pct |
| Investment Income CY | 0.01820 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05240 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $133,342 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,186,432 | BeginningYearBalanceAmt |
| Contributions | $3,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $54,685 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,241,117 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,099,190 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $98,495 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $11,253 | AdministrativeExpensesAmt |
| End Year Balance | $1,186,432 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $509,765 | BeginningYearBalanceAmt |
| Contributions | $605,113 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,034 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $6,654 | AdministrativeExpensesAmt |
| End Year Balance | $1,099,190 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $488,089 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $21,676 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $509,765 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $433,940 | BeginningYearBalanceAmt |
| End Year Balance | $488,089 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.15000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.84000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,178,684 | OtherCostOrOtherBasisAmt |
| Depreciation | $647,079 | DepreciationAmt |
| Book Value | $531,605 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,572 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,725 | DepreciationAmt |
| Book Value | $847 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $92,271 | OtherCostOrOtherBasisAmt |
| Depreciation | $92,217 | DepreciationAmt |
| Book Value | $54 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $532,506 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,645,973 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $92,804 | OtherRevenueAmt |
| Revenue Not Reported | $92,804 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,553,169 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $10,553,169 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,494,358 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $111,344 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $111,344 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,383,014 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,383,014 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: Description of organization's collections and how it furthers its purpose. | THE ORGANIZATION OWNS A MODEST COLLECTION OF HISTORICAL DOCUMENTS, MEMORABILIA, AND ARTWORK RELATED TO THE LIFE, CAREER, AND LEGACY OF PRESIDENT CALVIN COOLIDGE. THIS COLLECTION IS USED TO FURTHER THE FOUNDATION'S MISSION THROUGH PUBLIC EDUCATION AND PRESERVATION. |
| Part X : FIN48 Footnote | The Foundation is tax exempt under provisions of IRS Section 501(c)(3) and as such pays no tax on its exempt function income.Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Foundation and recognize a tax liability (or asset) if the Foundation has taken an uncertain position that more-likely-than-not would not be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the Foundation, and has concluded that as of December 31, 2017, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes it is no longer subject to income tax examinations for years prior to 2014. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | NETTED: DIRECT FUNDRAISING EXPENSE $88332 NETTED: COST OF GOOD SOLD $4472 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | NETTED: DIRECT FUNDRAISING EXPENSES $4472 NETTED: COST OF GOODS SOLD $88332 INVESTMENT EXPENSES $18540 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FALL EVENT | Event1Nm |
| Gross Receipts Event1 | $397,985 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $337,455 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $60,530 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $29,957 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $35,231 | OtherDirectExpensesEvent1Amt |
| Event2 | AUGUST GALA DINNER | Event2Nm |
| Gross Receipts Event2 | $23,587 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $12,280 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $11,307 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $5,283 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $13,100 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $4,761 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $421,572 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $349,735 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $71,837 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $5,283 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $43,057 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $39,992 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $88,332 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$16,495 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2b - Fundraiser Additional Information | FormAndLineReferenceDesc |
| Explanation | Fall Event in New York City | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| DDI DEBATE LLC | |||||||
| 36 CHELSEA PLACE | WILLISTON | VT | 05495 | 461546109 | $13,240 | $0 | SPONSOR DEBATE TOURNAMENT PARTICIPA |
| NATIONAL SPEECH & DEBATE ASSO | |||||||
| 401 RAILROAD PLACE | WEST DES MOINES | IA | 50265 | 390840589 | $10,000 | $0 | SPONSOR DEBATE TOURNAMENTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| YOUTH WRITING PRIZE | 2 | $2,000 |
| DEBATE AWARDS | 14 | $19,400 |
| COLLEGE SCHOLARSHIP | 3 | $105,148 |
| FINALIST AWARD | 14 | $70,000 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | 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 |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|
| AMITY SHLAES | |||
| CHAIR & CEO | $212,365 | $24,993 | $237,358 |
| MATTHEW DENHART | |||
| Executive Dir. | $139,352 | $17,585 | $156,937 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| FRED WAINWRIGHT | |||
| FORMER TRUST | $18,540 | INVESTMENT FEES | false |
| AMITY SHLAES | |||
| CHAIRMAN & C | $224,993 | COMP & BENEFITS | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part V Supplemental Information | FormAndLineReferenceDesc |
| Explanation | FRED WAINWRIGHT, A FORMER TRUSTEE OF THE CALVIN COOLIDGE PRESIDENTIAL FOUNDATION, SERVES AS A PORTFOLIO MANAGER MANAGING THE FOUNDATION'S INVESTMENTS AT LEDYARD BANK IN HANOVER, NH. MR WAINWRIGHT WAS PAID AS AN EMPLOYEE OF LEDYARD BANK. THE COOLIDGE FOUNDATION PAID INVESTMENT FEES TO LEDYARD BANK. THE TERMS OF THESE FEES WERE NO MORE ONEROUS THAN THE TERMS OF FEES CHARGED OTHER ORGANIZATIONS BY LEDYARD BANK. THE COOLIDGE FOUNDATION'S INVESTMENTS HAVE BEEN MANAGED BY LEDYARD BANK SINCE 2008, PRIOR TO MR WAINWRIGHT JOINING THE BOARD OF TRUSTEES. MR. WAINWRIGHT RESIGNED HIS POSITION ON THE COOLIDGE FOUNDATION'S BOARD OF TRUSTEES ON JULY 30, 2014.AMITY SHLAES SERVES AS CHAIRMAN OF THE BOARD OF TRUSTEES AND AS CHIEF EXECUTIVE OFFICER. SHE IS PAID A SALARY FOR HER DUTIES AS CHIEF EXECUTIVE OFFICER. THE SALARY WAS DETERMINED BY VOTE OF THE BOARD OF TRUSTEES AND WAS DETERMINED BY THE BOARD AFTER CONSIDERING COMPENSATION FOR SIMILAR POSITIONS AT SIMILAR ORGANIZATIONS AND HAVING A COMPENSATION STUDY CONDUCTED BY AN EXPERT OUTSIDE FIRM. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $37,206 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: Debate Program The Foundation operates a high school debate program that emphasizes Coolidge-related topics and content instruction. The hallmark of the debate program is the Coolidge Cup, a national debate tournament with contests held around the country that culminate in a championship tournament held at the President Calvin Coolidge State Historic Site in Plymouth, Vermont each summer. In addition to the Cup, the Foundation also operates the Coolidge Debate League as hosts shorter debate training days for groups and schools. Hundreds pass through the debate program each year. OTHER PROGRAM SERVICES 5: The Coolidge Scholarship The Foundation operates a merit scholarship program that awards full-ride undergraduate scholarships to outstanding high school students. The scholarship program attracts thousands of students each year, each of whom learns about President Coolidge and his values through the course of applying for the scholarship. The Coolidge Foundation conducts a rigorous, multi-stage, review process that culminates with in-person interviews with a finalist jury. In 2016 the first three Coolidge Scholarship recipients were named. The chief criterion is academic excellence. Secondary criteria include interest in policy, appreciation for the values Coolidge championed, humility, and service. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | THE 990 WAS REVIEWED BY THE INVESTMENT/AUDIT COMMITTEE, MANAGEMENT, AND OUTSIDE COUNSEL. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | TRUSTEES REQUIRED TO DISCLOSE IN WRITING ANY CONFLICTS OF INTEREST. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | CEO's salary was determined by vote of the Board of Trustees based on comparable salaries for comparable positions at similar organizations, as determined by a compensation study conducted by a reputable expert firm. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Form 990, Part VI, Line 15B: Executive Director's salary was determined by vote of the Board of Trustees based on comparable salaries for comparable positions at similar organizations, as determined by a compensation study conducted by a reputable expert firm. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | ORGANIZATION BYLAWS AVAILABLE VIA ORGANIZATION'S WEBSITE. |
| Other Changes In Net Assets Or Fund Balances - Other Increases | REALIZED GAINS ON INVESTMENTS = $9135 |
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