SCHUMACHER CENTER FOR A NEW ECONOMICS: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SCHUMACHER CENTER FOR A NEW ECONOMICS (EIN 46-1421645)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-08
IRS object ID
201801289349301875
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-08T12:39:57-04:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205579753PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALAN S GLACKMAN CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line138 MAHAIWE ST STE 5AddressLine1Txt
CityGREAT BARRINGTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01230ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461421645EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHUMACHER CTR FOR A NEW ECONOMICSBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSCHUBusinessNameControlTxt
Phone4135281737PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1140 JUG END ROADAddressLine1Txt
CityGREAT BARRINGTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01230ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN C WITTPersonNm
Person TitleEXEC DIR& ASST TREASPersonTitleTxt
Phone4135281737PhoneNum
Signature2018-05-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALAN S GLACKMANPreparerPersonNm
PTINP00004273PTIN
Phone4135286804PhoneNum
Preparation2018-05-08PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSUSAN C WITTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1140 JUG END ROADAddressLine1Txt
CityGREAT BARRINGTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01230ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$500,104GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://CENTERFORNEWECONOMICS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2012FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionEDUCATION - TO EDUCATE THE PUBLIC ABOUT AN ECONOMICS THAT SUPPORTS BOTH PEOPLE AND THE PLANET.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers7TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$380,420PYContributionsGrantsAmt
CY Contributions Grants$482,686CYContributionsGrantsAmt
PY Program Service Revenue$26,565PYProgramServiceRevenueAmt
CY Program Service Revenue$12,445CYProgramServiceRevenueAmt
PY Investment Income$1PYInvestmentIncomeAmt
CY Investment Income-$157CYInvestmentIncomeAmt
PY Other Revenue$1,279PYOtherRevenueAmt
CY Other Revenue$878CYOtherRevenueAmt
PY Total Revenue$408,265PYTotalRevenueAmt
CY Total Revenue$495,852CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$261,675PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$199,639CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$33,330CYTotalFundraisingExpenseAmt
PY Other Expenses$243,355PYOtherExpensesAmt
CY Other Expenses$250,818CYOtherExpensesAmt
PY Total Expenses$505,030PYTotalExpensesAmt
CY Total Expenses$450,457CYTotalExpensesAmt
PY Revenues Less Expenses-$96,765PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$45,395CYRevenuesLessExpensesAmt
Total Assets BOY$478,831TotalAssetsBOYAmt
Total Assets EOY$523,798TotalAssetsEOYAmt
Total Liabilities BOY$1,111TotalLiabilitiesBOYAmt
Total Liabilities EOY$683TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$477,720NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$523,115NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionEDUCATION - TO EDUCATE THE PUBLIC ABOUT AN ECONOMICS THAT SUPPORTS BOTH PEOPLE AND THE PLANET.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$101,904ExpenseAmt
DescLOCAL CURRENCY PROJECT - THE SCHUMACHER CENTER FOR A NEW ECONOMICS PROVIDED RESEARCH ASSISTANCE, DEVELOPMENT, AND ADMINISTRATIVE OVERSIGHT FOR BERKSHARES, A LOCAL CURRENCY DESIGNED TO EDUCATE CITIZENS ABOUT THE IMPORTANCE OF VIBRANT, SELF-SUFFICIENT, REGIONAL ECONOMIES. THE CENTER CREATED EDUCATIONAL MATERIAL FOR PRINT AND ONLINE; DEVELOPED SYSTEMS FOR INTEGRATING WITH BANK OPERATIONS; HOSTED LAWYERS, MEDIA, AND REPRESENTATIVES OF COMMUNITIES IN OTHER REGIONS WHO ARE STUDYING THE PROGRAM; AND SPONSORED AN INNOVATIVE YOUTH BUSINESS PLANNING PROGRAM THAT BRINGS THE LOCAL BUSINESS COMMUNITY AND YOUTH TOGETHER. THE PROGRAM HAS RECENTLY EXPANDED TO ADDRESS BROADER ECONOMIC DEVELOPMENT ISSUES AND HAS CREATED A - LOCAL CURRENCY PROJECT CONTINUED ON SCHEDULE O - LOCAL CURRENCY PROJECT CONTINUED - SURVEY TO HELP IDENTIFY AREAS IN THE LOCAL ECONOMY THAT COULD BE DEVELOPED THROUGH LOCAL MANUFACTURING TO REDUCE IMPORTATION OF PRODUCTS AND SERVICES. THE BERKSHARES PROGRAM SERVES 10,000 PERSONS REGIONALLY AND THROUGH MEDIA AND INTERNET REACHES OVER 200,000 PERSONS NATIONALLY AND INTERNATIONALLY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$33,560ExpenseAmt
DescLECTURES & EDUCATIONAL EVENTS - THE THIRTY-SEVENTH ANNUAL SCHUMACHER LECTURES WERE HELD IN GREAT BARRINGTON, MA IN COOPERATION WITH OTHER ORGANIZATIONS. THE AUDIENCE OF 350 ATTENDEES HEARD AN ADDRESS BY WINONA LADUKE, A LEADING NATIVE AMERICAN ACTIVIST. AND IT HEARD A PANEL WITH ACTIVISTS NWAMAKA AGBO, ROBERT HAWK, STORM BIRCH, KARISSA LEWIS, AND GOPAL DAYANENI. THE VIDEOS OF THE TALK AND OF THE PANEL WERE PLACED ON THE CENTER'S WEBSITE. VIEWS OF THE LECTURE PROGRAMS ONLINE REACHED OVER 600 IN 2017.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescTHE COLLEGE PROGRAM - IN ITS ONGOING WORK TO ENVISION AN ECONOMY THAT IS INCLUSIVE OF PEOPLE AND THE PLANET AND CREATE A COLLEGE CURRICULA THAT EDUCATES PRACTICIONERS ON NEW WAYS OF THINKING, THE SCHUMACHER CENTER CONTINUED ITS ENGAGEMENT WITH ORGANIZATIONS REPRESENTING NEW ECONOMIC THINKING ACROSS THE COUNTRY AND IN EUROPE. THIS PROJECT IS ON-GOING.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$179,229ExpenseAmt
DescTHE REINVENTING THE COMMONS PROGRAM CONDUCTS RESEARCH INTO THE COMMONS AS A PARADIGM OF ECONOMIC AND SOCIAL CHANGE, AND SHARES IT WITH SCHOLARS, POLICY EXPERTS AND THE PUBLIC. IN 2017 THIS WORK WAS PRESENTED VIA CONFERENCES(6), WORKSHOPS(4), UNIVERSITY LECTURES(2), ONLINE VIDEOS (6), INTERACTIVE WEBINARS(2), BOOK CHAPTERS(3), MAGAZINE ARTICLES(2), RADIO & NEWSPAPER INTERVIEWS(4), INTERVIEWS FOR FILM(2), AND PERSONAL CONSULTATIONS(43). APPROXIMATELY 2,000 PEOPLE WERE REACHED DIRECTLY AND AN ADDITIONAL 10,000(EST) VIA VARIOUS MEDIA. THE SCHUMACHER CENTER MAINTAINS A PUBLICATION PROGRAM BOTH IN PRINT AND ONLINE. THE PUBLICATIONS INCLUDE SCHUMACHER LECTURES, BUT ALSO INCLUDE THE LEGAL AND OPERATIONAL DOCUMENTS FOR THE ORGANIZATION'S LOCAL CURRENCY, COMMUNITY LAND TRUST, AND SHARE MICRO-CREDIT PROGRAMS, AS WELL AS BACKGROUND TEXTS TO THESE PROGRAMS. THE SCHUMACHER CENTER MAINTAINS A WEBSITE OF THE 40 YEAR'S PUBLICATION OF MANAS, A JOURNAL OF INDEPENDENT INQUIRY, CONCERNED WITH THE STUDY OF PRINCIPLES WHICH MOVE THE WORLD ON ITS PRESENT COURSE. THE SITE RECEIVES NEARLY 5,000 VISITS PER YEAR. THE SCHUMACHER CENTER DIGITALIZED ALL OF THE TAPES FROM THE LINDISFARNE ASSOCIATION, A COLLECTION OF CONVERSATIONS ON CULTURE, SOCIETY, TECHNOLOGY, AND CULTURE. THESE ARE ALL ONLINE AT THE CENTER'S ARCHIVE.ORG SITE. THE SCHUMACHER CENTER'S COMBINED WEBSITES RECEIVED OVER 270,000 UNIQUE VIEWS IN 2017. DOWNLOADS FROM ITS ARCHIVE.ORG AUDIO SITE OF LECTURE MATERIAL AND LINDISFARNE TAPES TOTALED OVER 40,000. THE COMMUNITY LAND TRUST PROGRAM IS PROVIDING INFORMATION ABOUT THE ROLE OF LAND AND NATURAL RESOURCES IN A NEW ECONOMIC SYSTEM. WORKING WITH THE COMMUNITY LAND TRUST IN THE SOUTHERN BERKSHIRES, THE SCHUMACHER CENTER IS MODELING NEW LEGAL DOCUMENTS TO ENSURE AFFORDABLE ACCESS TO LAND FOR HOMES, BUSINESSES, AND FARMS. THESE DOCUMENTS ARE PART OF THE SCHUMACHER CENTER'S WEBSITE. THE PROGRAM SERVES 1,000 PERSONS REGIONALLY AND ANOTHER 5,000 IN VISITS TO MATERIAL ONLINE. LIBRARY OPERATIONS - THE SCHUMACHER CENTER'S LIBRARIAN ACQUIRED A SIGNIFICANT NEW COLLECTIONS OF BOOKS FROM THE THEOSOPHY SOCIETY IN CALIFORNIA THAT WAS SERVING AS CUSTODIAN OF THE BOOKS OF HENRY GEIGER, THE EDITOR AND PUBLISHER OF MANAS JOURNAL. A SIGNIFICANT AMOUNT OF TIME WAS SPENT CATALOGUING THE BOOKS FROM PRACTICAL ACTION, AN APPROPRIATE TECHNOLOGY ORGANIZATION FOUNDED BY E.F. SCHUMACHER IN ENGLAND WHICH ARRIVED THE END OF DECEMBER 2016. THIS COLLECTION CONTAINED ARCHIVAL MATERIAL ABOUT FRITZ SCHUMACHER. BOOKS FOR THE GENERAL COLLECTION ARE ADDED YEAR- ROUND. THE SITE RECEIVED 4,000 UNIQUE VIEWS THROUGHOUT THE YEAR. FIVE RESEARCHERS CAME FOR EXTENDED STAYS WORKING ON BOOKS OR THESISES. OTHER RESEARCHERS CAME FOR SHORT PERIODS. AND RESEARCHERS CONTINUED ACCESSING THE COLLECTION OVER THE INTERNET. THE LIBRARY OPERATIONS SERVE OVER 1,000 PERSONS ANNUALLY.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$179,229TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$314,693TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document13IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee5EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMICHAL SNYDERPersonNm
Phone4135284465PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1140 JUG END ROADAddressLine1Txt
CityGREAT BARRINGTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01230ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MATTHEW STINCHCOMB
PRES OF BD O2.00Yes (X)Yes (X)$0$0$0
ANNE MACDONALD
VICE PRESIDE0.50Yes (X)Yes (X)$0$0$0
GORDON THORNE
TREASURER0.50Yes (X)Yes (X)$0$0$0
HILDEGARDE HANNUM
CLERK8.00Yes (X)Yes (X)$0$0$0
SEVERINE VON TSCHARNER FLEMING
DIRECTOR0.50Yes (X)$0$0$0
DANIEL A LEVINSON
DIRECTOR0.50Yes (X)$0$0$0
PETER BARNES
DIRECTOR0.50Yes (X)$0$0$0
JERRY MANDER
DIRECTOR0.50Yes (X)$0$0$0
MARY BERRY
DIRECTOR0.50Yes (X)$0$0$0
CAROLINE WOOLARD
DIRECTOR0.50Yes (X)$0$0$0
JODIE EVANS
DIRECTOR0.50Yes (X)$0$0$0
KATE POOLE
DIRECTOR0.50Yes (X)$0$0$0
BROOKE LEHMAN
DIRECTOR0.50Yes (X)$0$0$0
NWAMAKA AGBO
DIRECTOR0.50Yes (X)$0$0$0
SUSAN C WITT
EXEC DIR& AS60.00Yes (X)$88,800$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$88,800TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$482,686AllOtherContributionsAmt
Total Contributions$482,686TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EVENT FEES611600$11,695$11,695
SPEAKING FEES611600$750$750
FieldValueIRS element (for citing)
Total Program Service Revenue$12,445TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1TotalRevenueColumnAmt
Exclusion$1ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$500RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$500RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$500TotalRevenueColumnAmt
Related Or Exempt Func Income$500RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,594SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,752SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$158SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$158TotalRevenueColumnAmt
Related Or Exempt Func Income-$158RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$710GrossSalesOfInventoryAmt
Cost Of Goods Sold$500CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$210TotalRevenueColumnAmt
Related Or Exempt Func Income$210RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescREIMBURSED EXPENSESDesc
Total Revenue Column$168TotalRevenueColumnAmt
Related Or Exempt Func Income$168RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$168OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$495,852TotalRevenueColumnAmt
Related Or Exempt Func Income$13,165RelatedOrExemptFuncIncomeAmt
Exclusion$1ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$88,800TotalAmt
Program Services$52,470ProgramServicesAmt
Management And General$14,130ManagementAndGeneralAmt
Fundraising$22,200FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$95,050TotalAmt
Program Services$75,910ProgramServicesAmt
Management And General$18,150ManagementAndGeneralAmt
Fundraising$990FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$15,789TotalAmt
Program Services$11,247ProgramServicesAmt
Management And General$2,528ManagementAndGeneralAmt
Fundraising$2,014FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$201TotalAmt
Program Services$41ProgramServicesAmt
Management And General$160ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$11,786TotalAmt
Program Services$2,357ProgramServicesAmt
Management And General$9,429ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,967TotalAmt
Program Services$3,175ProgramServicesAmt
Management And General$792ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$16,917TotalAmt
Program Services$8,721ProgramServicesAmt
Management And General$7,084ManagementAndGeneralAmt
Fundraising$1,112FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,578TotalAmt
Program Services$1,916ProgramServicesAmt
Management And General$7,662ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CONSULTANT-PROGRAM$82,800$82,800
PROGRAM EXPENSES$28,588$28,588
TRAVEL$12,916$7,710$3,009$2,197
DRIVEWAY MAINT$12,347$7,037$4,321$989

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$71,718TotalAmt
Program Services$32,721ProgramServicesAmt
Management And General$35,169ManagementAndGeneralAmt
Fundraising$3,828FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$450,457TotalAmt
Program Services$314,693ProgramServicesAmt
Management And General$102,434ManagementAndGeneralAmt
Fundraising$33,330FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$131,480BOYAmt
EOY$184,011EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$24,198BOYAmt
EOY$25,832EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$549,194LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$235,239LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$323,153BOYAmt
EOY$313,955EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$478,831BOYAmt
EOY$523,798EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,111BOYAmt
EOY$683EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,111BOYAmt
EOY$683EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$407,709BOYAmt
EOY$410,776EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$70,011BOYAmt
EOY$112,339EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$477,720BOYAmt
EOY$523,115EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$478,831BOYAmt
EOY$523,798EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$45,395ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$759,201CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$652,290CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$574,299CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$380,420CurrentTaxYearMinus1YearAmt
Current Tax Year$482,686CurrentTaxYearAmt
Total$2,848,896TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$759,201CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$652,290CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$574,299CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$380,420CurrentTaxYearMinus1YearAmt
Current Tax Year$482,686CurrentTaxYearAmt
Total$2,848,896TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$2,848,896PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1CurrentTaxYearMinus1YearAmt
Current Tax Year$1CurrentTaxYearAmt
Total$28TotalAmt
FieldValueIRS element (for citing)
Total Support$2,848,924TotalSupportAmt
Gross Receipts Rltd Activities$13,823GrossReceiptsRltdActivitiesAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$460,276OtherCostOrOtherBasisAmt
Depreciation$186,257DepreciationAmt
Book Value$274,019BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$47,939OtherCostOrOtherBasisAmt
Depreciation$14,276DepreciationAmt
Book Value$33,663BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$15,034OtherCostOrOtherBasisAmt
Depreciation$14,333DepreciationAmt
Book Value$701BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$25,945OtherCostOrOtherBasisAmt
Depreciation$20,373DepreciationAmt
Book Value$5,572BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$313,955TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$495,852TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$495,852RevenueSubtotalAmt
Total Revenue Per Form990$495,852TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$450,457TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$450,457ExpensesSubtotalAmt
Total Expenses Per Form990$450,457TotalExpensesPerForm990Amt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 1, PART I, LINE 6VOLUNTEERS HELP EMPLOYEES MAINTAIN THE QUALITY OF ALL PROGRAMS. THEY DO NOT RECEIVE ANY COMPENSATION OTHER THAN THE SATISFACTION OF THEIR BELIEFS IN THE PROGRAMS OF THE CENTER. INTERNS ARE TYPICALLY AFFORDED SMALL STIPENDS AND TREATED AS CONSULTANTS.
FORM 990, PAGE 2, PART III, LINE 4A- LOCAL CURRENCY PROJECT CONTINUED - SURVEY TO HELP IDENTIFY AREAS IN THE LOCAL ECONOMY THAT COULD BE DEVELOPED THROUGH LOCAL MANUFACTURING TO REDUCE IMPORTATION OF PRODUCTS AND SERVICES. THE BERKSHARES PROGRAM SERVES 10,000 PERSONS REGIONALLY AND THROUGH MEDIA AND INTERNET REACHES OVER 200,000 PERSONS NATIONALLY AND INTERNATIONALLY.
FORM 990, PAGE 2, PART III, LINE 4DTHE REINVENTING THE COMMONS PROGRAM CONDUCTS RESEARCH INTO THE COMMONS AS A PARADIGM OF ECONOMIC AND SOCIAL CHANGE, AND SHARES IT WITH SCHOLARS, POLICY EXPERTS AND THE PUBLIC. IN 2017 THIS WORK WAS PRESENTED VIA CONFERENCES(6), WORKSHOPS(4), UNIVERSITY LECTURES(2), ONLINE VIDEOS (6), INTERACTIVE WEBINARS(2), BOOK CHAPTERS(3), MAGAZINE ARTICLES(2), RADIO & NEWSPAPER INTERVIEWS(4), INTERVIEWS FOR FILM(2), AND PERSONAL CONSULTATIONS(43). APPROXIMATELY 2,000 PEOPLE WERE REACHED DIRECTLY AND AN ADDITIONAL 10,000(EST) VIA VARIOUS MEDIA. THE SCHUMACHER CENTER MAINTAINS A PUBLICATION PROGRAM BOTH IN PRINT AND ONLINE. THE PUBLICATIONS INCLUDE SCHUMACHER LECTURES, BUT ALSO INCLUDE THE LEGAL AND OPERATIONAL DOCUMENTS FOR THE ORGANIZATION'S LOCAL CURRENCY, COMMUNITY LAND TRUST, AND SHARE MICRO-CREDIT PROGRAMS, AS WELL AS BACKGROUND TEXTS TO THESE PROGRAMS. THE SCHUMACHER CENTER MAINTAINS A WEBSITE OF THE 40 YEAR'S PUBLICATION OF MANAS, A JOURNAL OF INDEPENDENT INQUIRY, CONCERNED WITH THE STUDY OF PRINCIPLES WHICH MOVE THE WORLD ON ITS PRESENT COURSE. THE SITE RECEIVES NEARLY 5,000 VISITS PER YEAR. THE SCHUMACHER CENTER DIGITALIZED ALL OF THE TAPES FROM THE LINDISFARNE ASSOCIATION, A COLLECTION OF CONVERSATIONS ON CULTURE, SOCIETY, TECHNOLOGY, AND CULTURE. THESE ARE ALL ONLINE AT THE CENTER'S ARCHIVE.ORG SITE. THE SCHUMACHER CENTER'S COMBINED WEBSITES RECEIVED OVER 270,000 UNIQUE VIEWS IN 2017. DOWNLOADS FROM ITS ARCHIVE.ORG AUDIO SITE OF LECTURE MATERIAL AND LINDISFARNE TAPES TOTALED OVER 40,000. THE COMMUNITY LAND TRUST PROGRAM IS PROVIDING INFORMATION ABOUT THE ROLE OF LAND AND NATURAL RESOURCES IN A NEW ECONOMIC SYSTEM. WORKING WITH THE COMMUNITY LAND TRUST IN THE SOUTHERN BERKSHIRES, THE SCHUMACHER CENTER IS MODELING NEW LEGAL DOCUMENTS TO ENSURE AFFORDABLE ACCESS TO LAND FOR HOMES, BUSINESSES, AND FARMS. THESE DOCUMENTS ARE PART OF THE SCHUMACHER CENTER'S WEBSITE. THE PROGRAM SERVES 1,000 PERSONS REGIONALLY AND ANOTHER 5,000 IN VISITS TO MATERIAL ONLINE. LIBRARY OPERATIONS - THE SCHUMACHER CENTER'S LIBRARIAN ACQUIRED A SIGNIFICANT NEW COLLECTIONS OF BOOKS FROM THE THEOSOPHY SOCIETY IN CALIFORNIA THAT WAS SERVING AS CUSTODIAN OF THE BOOKS OF HENRY GEIGER, THE EDITOR AND PUBLISHER OF MANAS JOURNAL. A SIGNIFICANT AMOUNT OF TIME WAS SPENT CATALOGUING THE BOOKS FROM PRACTICAL ACTION, AN APPROPRIATE TECHNOLOGY ORGANIZATION FOUNDED BY E.F. SCHUMACHER IN ENGLAND WHICH ARRIVED THE END OF DECEMBER 2016. THIS COLLECTION CONTAINED ARCHIVAL MATERIAL ABOUT FRITZ SCHUMACHER. BOOKS FOR THE GENERAL COLLECTION ARE ADDED YEAR- ROUND. THE SITE RECEIVED 4,000 UNIQUE VIEWS THROUGHOUT THE YEAR. FIVE RESEARCHERS CAME FOR EXTENDED STAYS WORKING ON BOOKS OR THESISES. OTHER RESEARCHERS CAME FOR SHORT PERIODS. AND RESEARCHERS CONTINUED ACCESSING THE COLLECTION OVER THE INTERNET. THE LIBRARY OPERATIONS SERVE OVER 1,000 PERSONS ANNUALLY.
FORM 990, PAGE 6, PART VI, LINE 11BTHE BOARD OF DIRECTORS AUTHORIZED THE AUDIT COMMITTEE TO REVIEW AND APPROVE FORM 990 PRIOR TO ITS FILING. A FORM 8879-EO WAS THEN SIGNED BY THE PRESIDENT OF THE ORGANIZATION AUTHORIZING THE ELECTRONIC FILING OF THE FORM 990.
FORM 990, PAGE 6, PART VI, LINE 12CTHE BOARD OF DIRECTORS REQUIRES AN ANNUAL DECLARATION FROM ALL BOARD MEMBERS AND EXECUTIVE DIRECTOR AS TO THE EXISTANCE AND DISCLOSURE OF ANY POTENTIAL CONFLICTS OF INTEREST.
FORM 990, PAGE 6, PART VI, LINE 15ACOMPENSATION FOR THE EXECUTIVE DIRECTOR IS SET BY THE BOARD OF DIRECTORS AT AN ANNUAL BOARD MEETING.
FORM 990, PAGE 6, PART VI, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS CAME ABOUT THROUGH ITS BOARD OF DIRECTORS AND EXECUTIVE DIRECTOR AND IS REVIEWED ANNUALLY FOR IMPROVEMENTS AND REVISIONS. THIS IS THE SAME FOR THE CONFLICT OF INTEREST POLICY. FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH THE STATE OF MASSACHUSETTS WEBSITE, THROUGH THE WEBSITE OF THE SCHUMACHER CENTER FOR A NEW ECONOMICS,THROUGH GUIDESTAR'S WEBSITE AND UPON REQUEST.
FORM 990, PART IX, LINE 24ELEASE FEES AND TX 5,971 3,666 838 CONSULTANT-GRAPHICS 2,370 4,400 0 INTERNET HOSTING 2,966 3,194 0 UTILITIES 3,149 1,934 442 GOVERNMENT FILING FEES 1,092 4,369 0 CONSULTANT-WEB TECHNICION 950 3,200 0 MEMBERSHIPS / DONATIONS 3,825 302 0 CONSULTANT-MAINTENANCE 2,320 1,423 323 TELEPHONE AND INTERNET 2,124 1,305 299 MEALS AND ENTERTAINMENT 1,126 1,771 78 CONFERENCES/EVENT ATTEND 1,557 1,100 0 VEHICLE LEASE 443 1,778 0 POSTAGE AND DELIVERY 714 850 596 SUPPLIES - OFFICE 621 1,456 0 BUILDING MAINT 1,183 724 163 PRINT / COPY / PHOTO 510 373 1,037 INTERN STIPEND 843 972 0 BANK AND CREDIT CARD FEES 316 1,266 0 MISCELLANEOUS 270 1,081 0 EQUIPMENT REPAIR / RENTAL 428 450 52 CONSULTANT-GROUNDS/DRIVEW 37 149 0 BOARD EXPENSES 24 98 0 BOOKS FOR LIBRARY 55 0 0 LOCAL CURRENCY DISCOUNT -173 -692 0 TOTAL 32,721 35,169 3,828

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