MARINE CORPS SCHOLARSHIP FOUNDATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MARINE CORPS SCHOLARSHIP FOUNDATION INC (EIN 22-1905062)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-11
- IRS object ID
- 201832849349300518
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-11T09:35:49-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 N GLEBE ROAD SUITE 200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | 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 | 221905062 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARINE CORPS SCHOLARSHIP FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 7035490060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 909 N WASHINGTON STREET NO 400 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT R RUARK | PersonNm |
| Person Title | PRESIDENT & CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 7035490060 | PhoneNum |
| Signature | 2018-10-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | IVY BECKHAM | PreparerPersonNm |
| PTIN | P01316131 | PTIN |
| Phone | 5712279500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT R RUARK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 909 N WASHINGTON STREET NO 400 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $80,182,519 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MCSF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE POST-SECONDARY EDUCATIONAL SCHOLARSHIPS TO CHILDREN OF MARINES & NAVY CORPSMEN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 33 | TotalEmployeeCnt |
| Total Volunteers | 362 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $18,807,333 | PYContributionsGrantsAmt |
| CY Contributions Grants | $28,786,241 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,752,956 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,805,613 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$2,111,530 | PYOtherRevenueAmt |
| CY Other Revenue | -$1,925,582 | CYOtherRevenueAmt |
| PY Total Revenue | $21,448,759 | PYTotalRevenueAmt |
| CY Total Revenue | $30,666,272 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,850,100 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,138,857 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,302,238 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,948,078 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,001,583 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $482,795 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,307,427 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,558,131 | PYOtherExpensesAmt |
| CY Other Expenses | $3,291,347 | CYOtherExpensesAmt |
| PY Total Expenses | $13,712,052 | PYTotalExpensesAmt |
| CY Total Expenses | $13,861,077 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,736,707 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $16,805,195 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $88,657,447 | TotalAssetsBOYAmt |
| Total Assets EOY | $111,455,358 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,051,178 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,000,605 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $86,606,269 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $109,454,753 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O.FOUNDED IN 1962, THE MARINE CORPS SCHOLARSHIP FOUNDATION IS THE NATION'S OLDEST AND LARGEST PROVIDER OF NEED-BASED SCHOLARSHIPS TO MILITARY CHILDREN. FOR MORE THAN 55 YEARS, WE'VE BEEN PROVIDING ACCESS TO AFFORDABLE EDUCATION FOR THE CHILDREN OF MARINES AND NAVY CORPSMAN ATTENDING POST-HIGH SCHOOL, UNDER-GRADUATE AND CAREER TECHNICAL EDUCATION PROGRAMS. IN THAT TIME, WE HAVE PROVIDED OVER 40,000 SCHOLARSHIPS VALUED AT OVER $125 MILLION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,953,534 | ExpenseAmt |
| Grant | $7,138,857 | GrantAmt |
| Desc | SEE SCHEDULE OIN 2017 ALONE, THE MARINE CORPS SCHOLARSHIP FOUNDATION AWARDED $7.3 MILLION TO MORE THAN 2,300 SONS AND DAUGHTERS OF MARINES AND NAVY CORPSMEN IN ALL 50 STATES. THIS CRITICAL SUPPORT COMES AT A TIME WHEN THE RISING COST OF EDUCATION FAR EXCEEDS THE AVERAGE MARINE FAMILY'S INCOME. THE RESULT IS A LANDSCAPE IN WHICH THOUSANDS OF PROMISING YOUNG AMERICANS FIND THEMSELVES PRICED OUT OF THE AMERICAN DREAM THEIR PARENTS SERVED TO DEFEND. IT'S AN UNEVEN BURDEN, AND ONE WE'RE DETERMINED TO CORRECT. WITH THE EAGLE, GLOBE, AND ANCHOR IN OUR LOGO, WE ALWAYS HOLD OURSELVES TO THE HIGHEST STANDARDS OF THE MARINE CORPS. THE RESULT IS AN APPROACH DRIVEN BY DONOR INTENT AND ANCHORED IN OUTCOMES FOR MARINES, THEIR FAMILIES, AND AMERICA'S FUTURE. THE MARINE CORPS SCHOLARSHIP FOUNDATION IS NOT ONLY A PROVEN STEWARD, DRIVEN BY OUTCOMES AND THE MOST POWERFUL SUCCESS METRICS IN OUR FIELD. WE'RE ALSO THE ONLY SCHOLARSHIP PROGRAM PROVIDING DEDICATED SUPPORT TO CHILDREN OF MARINES AND NAVY CORPSMEN THAT SERVED WITH MARINE CORPS UNITS. MEET A FEW OF OUR SCHOLARSHIP RECIPIENTS AND YOU'LL KNOW OUR PROGRAM DELIVERS IMPACT FAR BEYOND TUITION ASSISTANCE. OUR SCHOLARS ARE DRIVEN TO DO MORE THAN SUCCEED. THANKS TO A LIFETIME OF MARINE CORPS VALUES, THEY'RE BORN LEADERS. WHEN THAT ABILITY IS MET WITH OPPORTUNITY, THE OUTCOMES ARE TRANSFORMATIONAL, WITH INSPIRING RESULTS FOR MARINE FAMILIES AND AMERICA'S FUTURE. OUR SCHOLARS ARE RAISED ON HONOR, COURAGE, AND COMMITMENT. AND BY THE TIME THEY'RE READY TO PUT THOSE VALUES TO WORK TOWARDS THEIR CAREER GOALS, STATISTICS SHOW THESE SAME YOUNG MEN AND WOMEN WILL BE OUTPERFORMING THEIR PEERS NEARLY 2 TO 1. AMONG OUR SCHOLARSHIP RECIPIENTS: 90 PERCENT GRADUATE OR ON TRACK TO GRADUATE (COMPARED TO 53 PERCENT NATIONALLY); 50 PERCENT FIRST-GENERATION COLLEGE STUDENTS (COMPARED TO 20 PERCENT NATIONALLY); 46 PERCENT ARE ENROLLED IN STEM (SCIENCE, TECHNOLOGY, ENGINEERING, AND MATH) AND HEALTH SCIENCE FIELDS; 70 PERCENT HAVE A GPA OF 3.0 OR HIGHER; 86 PERCENT STUDENT RETENTION FROM THE PREVIOUS ACADEMIC YEAR. | Desc |
| Total Program Service Expenses | $8,953,534 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 33 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 33 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| 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 | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | 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 | LA | 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 | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | 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 | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | 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 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RITA THAKUR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5713842806 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 909 N WASHINGTON STREET SUITE 400 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| GEORGE J TRAUTMAN III | |||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC J CANDELORI | |||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD D STEPHENS | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| STEVEN M POST | |||||||
| GENERAL COUNSEL | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MICHEAL P BARRETT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES F BOLDEN JR | |||||||
| DIRECTOR - EFFECTIVE 11/01/17 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JON M DAVIS | |||||||
| DIRECTOR - EFFECTIVE 11/01/17 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH L DRISCOLL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DONALD V ESMOND | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DONALD W FAUL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE J FLYNN | |||||||
| DIRECTOR - EFFECTIVE 11/01/17 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW GANTZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TRACY GARRETT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANK J GAUDIO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN C HEENAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT E JOYCE JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN KELLY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES D KING | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS J LYONS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHERINE C MCCALLUM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES P MCGINTY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN E MORRISON | |||||||
| DIRECTOR - EFFECTIVE 11/01/17 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BERNARD A PEKALA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA SCHMIDLE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT W SCHRODER | |||||||
| DIRECTOR - EFFECTIVE 4/10/17 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MANNING J SMITH III | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT J STEVENS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GAIL A WALTERS | |||||||
| DIRECTOR - EFFECTIVE 4/10/17 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BERNARD J WILLETT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NIGEL W JONES | |||||||
| DIRECTOR - UNTIL 10/10/17 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FREDRICK MCCORKLE | |||||||
| DIRECTOR - UNTIL 10/10/17 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES C SCIANNA | |||||||
| DIRECTOR - UNTIL 10/10/17 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIE J WILLIAMS | |||||||
| DIRECTOR - UNTIL 10/10/17 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD A BERGEN | |||||||
| DIRECTOR - UNTIL 10/10/17 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH CARSTENS | |||||||
| DIRECTOR - UNTIL 10/10/17 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CRAIG DUCHOSSOIS | |||||||
| DIRECTOR - UNTIL 10/10/17 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET B DAVIS | |||||||
| PRESIDENT - UNTIL 10/31/17 | 40.00 | Yes (X) | $434,112 | $0 | $15,094 | Yes (X) | |
| ROBERT R RUARK | |||||||
| PRESIDENT/CEO - EFFECTIVE 11/01/17 | 40.00 | Yes (X) | $58,810 | $0 | $198 | Yes (X) | |
| STEVEN D PETERSON | |||||||
| CHIEF OPERATING OFFICER & SECRETARY | 40.00 | $205,589 | $0 | $13,485 | Yes (X) | ||
| RITA THAKUR | |||||||
| DIRECTOR OF ACCOUNTING AND FINANCE | 40.00 | $114,174 | $0 | $16,103 | Yes (X) | ||
| KEITH W WELLER | |||||||
| DIRECTOR OF COMMUNICATIONS | 40.00 | $141,010 | $0 | $13,216 | Yes (X) | ||
| ASHLEY E SAVILLE | |||||||
| DIRECTOR OF LEADERSHIP GIFTS | 40.00 | $133,957 | $0 | $6,550 | Yes (X) | ||
| STEPHANIE TRISTAN | |||||||
| SENIOR MAJOR GIFTS OFFICER | 40.00 | $112,482 | $0 | $28,611 | Yes (X) | ||
| MELISSA A RIEHL | |||||||
| DEVELOPMENT OFFICER - UNTIL 12/15/17 | 40.00 | $105,277 | $0 | $31,920 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,305,411 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $125,177 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DATOCWITTEN GROUP INC | |||||
| 13145 APPLEGROVE LANE | HERNDON | VA | 20171 | EVENT MANAGEMENT | $428,031 |
| ANNE LEWIS STRATEGIES LLC | |||||
| 1140 19TH STREET NW 300 | WASHINGTON | DC | 20036 | DIGITAL MARKETING PROGRAM | $361,200 |
| HILL KNOWLTON STRATEGIES LLC | |||||
| PO BOX 7297-7193 | PHILADELPHIA | PA | 19170 | CONTRACTED MEDIA SERVICES | $154,450 |
| CREATIVE DIRECT RESPONSE | |||||
| 16900 SCIENCE DRIVE SUITE 210 | BOWIE | MD | 20715 | DIRECT MARKETING PROGRAM | $118,481 |
| LINEMARK PRINTING INC | |||||
| 501 PRINCE GEORGES BLVD | UPPER MARLBORO | MD | 20715 | PRINTING SERVICES | $115,826 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $34,728 | FederatedCampaignsAmt |
| Fundraising | $13,804,320 | FundraisingAmt |
| All Other Contributions | $14,947,193 | AllOtherContributionsAmt |
| Noncash Contributions | $3,700,171 | NoncashContributionsAmt |
| Total Contributions | $28,786,241 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,637,701 | TotalRevenueColumnAmt |
| Exclusion | $1,637,701 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $49,506,285 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $47,338,373 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,167,912 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,167,912 | TotalRevenueColumnAmt |
| Exclusion | $2,167,912 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $221,422 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $13,804,320 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $2,174,071 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,952,649 | TotalRevenueColumnAmt |
| Exclusion | -$1,952,649 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $30,870 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $3,803 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,067 | TotalRevenueColumnAmt |
| Exclusion | $27,067 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,666,272 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,880,031 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,132,727 | TotalAmt |
| Program Services | $7,132,727 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,130 | TotalAmt |
| Program Services | $6,130 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $864,716 | TotalAmt |
| Program Services | $319,550 | ProgramServicesAmt |
| Management And General | $221,621 | ManagementAndGeneralAmt |
| Fundraising | $323,545 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,634,701 | TotalAmt |
| Program Services | $747,031 | ProgramServicesAmt |
| Management And General | $198,335 | ManagementAndGeneralAmt |
| Fundraising | $689,335 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,370 | TotalAmt |
| Program Services | $32,893 | ProgramServicesAmt |
| Management And General | $9,084 | ManagementAndGeneralAmt |
| Fundraising | $33,393 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,418 | TotalAmt |
| Program Services | $86,706 | ProgramServicesAmt |
| Management And General | $30,202 | ManagementAndGeneralAmt |
| Fundraising | $88,510 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,873 | TotalAmt |
| Program Services | $71,623 | ProgramServicesAmt |
| Management And General | $27,730 | ManagementAndGeneralAmt |
| Fundraising | $68,520 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,850 | TotalAmt |
| Management And General | $60,723 | ManagementAndGeneralAmt |
| Fundraising | $127 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,216 | TotalAmt |
| Management And General | $102,216 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $482,795 | TotalAmt |
| Fundraising | $482,795 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,048 | TotalAmt |
| Management And General | $180,048 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $758,806 | TotalAmt |
| Program Services | $130,186 | ProgramServicesAmt |
| Management And General | $95,815 | ManagementAndGeneralAmt |
| Fundraising | $532,805 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $573,007 | TotalAmt |
| Program Services | $59,381 | ProgramServicesAmt |
| Management And General | $299,796 | ManagementAndGeneralAmt |
| Fundraising | $213,830 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,302 | TotalAmt |
| Program Services | $46,095 | ProgramServicesAmt |
| Management And General | $31,218 | ManagementAndGeneralAmt |
| Fundraising | $131,989 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,308 | TotalAmt |
| Program Services | $93,358 | ProgramServicesAmt |
| Management And General | $30,035 | ManagementAndGeneralAmt |
| Fundraising | $74,915 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,582 | TotalAmt |
| Program Services | $63,604 | ProgramServicesAmt |
| Management And General | $27,073 | ManagementAndGeneralAmt |
| Fundraising | $60,905 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,336 | TotalAmt |
| Program Services | $30,345 | ProgramServicesAmt |
| Management And General | $35,993 | ManagementAndGeneralAmt |
| Fundraising | $118,998 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,930 | TotalAmt |
| Program Services | $100,430 | ProgramServicesAmt |
| Management And General | $109,584 | ManagementAndGeneralAmt |
| Fundraising | $23,916 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,954 | TotalAmt |
| Program Services | $33,475 | ProgramServicesAmt |
| Management And General | $11,543 | ManagementAndGeneralAmt |
| Fundraising | $31,936 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,081 | TotalAmt |
| Management And General | $50,081 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OTHER FUNDRAISING EXP | $230,411 | $230,411 | |
| DIRECT MAIL | $152,086 | $152,086 | |
| BAD DEBT | $75,000 | $75,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,430 | TotalAmt |
| Management And General | $4,019 | ManagementAndGeneralAmt |
| Fundraising | $49,411 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,861,077 | TotalAmt |
| Program Services | $8,953,534 | ProgramServicesAmt |
| Management And General | $1,600,116 | ManagementAndGeneralAmt |
| Fundraising | $3,307,427 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,982,787 | BOYAmt |
| EOY | $11,948,590 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $671,807 | BOYAmt |
| EOY | $1,856,989 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,615,380 | BOYAmt |
| EOY | $28,152,201 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,101 | BOYAmt |
| EOY | $76,018 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $552,590 | BOYAmt |
| EOY | $567,264 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,126,785 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $931,706 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,798 | BOYAmt |
| EOY | $195,079 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,358,554 | BOYAmt |
| EOY | $68,553,388 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,606 | BOYAmt |
| EOY | $6,274 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,824 | BOYAmt |
| EOY | $99,555 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,657,447 | BOYAmt |
| EOY | $111,455,358 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,614 | BOYAmt |
| EOY | $198,976 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,834 | BOYAmt |
| EOY | $161,918 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,944 | BOYAmt |
| EOY | $371,713 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,152,786 | BOYAmt |
| EOY | $1,267,998 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,051,178 | BOYAmt |
| EOY | $2,000,605 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,086,837 | BOYAmt |
| EOY | $10,447,141 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,166,205 | BOYAmt |
| EOY | $52,329,128 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,353,227 | BOYAmt |
| EOY | $46,678,484 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,606,269 | BOYAmt |
| EOY | $109,454,753 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,657,447 | BOYAmt |
| EOY | $111,455,358 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $16,805,195 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,770,762 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $272,527 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,204,271 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,227,816 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,886,048 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,807,333 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,786,241 | CurrentTaxYearAmt |
| Total | $115,911,709 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,204,271 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,227,816 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,886,048 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,807,333 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,786,241 | CurrentTaxYearAmt |
| Total | $115,911,709 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $28,211,953 | SubstantialContributorsTotAmt |
| Public Support Total170 | $87,699,756 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $935,250 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,052,195 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,120,840 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,391,078 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,637,701 | CurrentTaxYearAmt |
| Total | $6,137,064 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $63,323 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,416 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,067 | CurrentTaxYearAmt |
| Total | $130,806 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,906 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $67,553 | CurrentTaxYearMinus3YearsAmt |
| Total | $82,459 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $122,262,038 | TotalSupportAmt |
| Public Support CY170 | 0.71730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78740 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,083,327 | BeginningYearBalanceAmt |
| Contributions | $3,679,771 | ContributionsAmt |
| Investment Earnings Or Losses | $6,330,436 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,168,382 | GrantsOrScholarshipsAmt |
| End Year Balance | $58,925,152 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,715,078 | BeginningYearBalanceAmt |
| Contributions | $6,564,692 | ContributionsAmt |
| Investment Earnings Or Losses | $2,983,272 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,179,715 | GrantsOrScholarshipsAmt |
| End Year Balance | $50,083,327 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,128,843 | BeginningYearBalanceAmt |
| Contributions | $2,510,172 | ContributionsAmt |
| Investment Earnings Or Losses | -$805,382 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,118,555 | GrantsOrScholarshipsAmt |
| End Year Balance | $41,715,078 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,999,872 | BeginningYearBalanceAmt |
| Contributions | $2,137,070 | ContributionsAmt |
| Investment Earnings Or Losses | $1,387,227 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,395,326 | GrantsOrScholarshipsAmt |
| End Year Balance | $41,128,843 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,573,570 | BeginningYearBalanceAmt |
| Contributions | $2,594,211 | ContributionsAmt |
| Investment Earnings Or Losses | $2,834,286 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,002,195 | GrantsOrScholarshipsAmt |
| End Year Balance | $38,999,872 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.79220 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20780 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $328,791 | OtherCostOrOtherBasisAmt |
| Depreciation | $202,439 | DepreciationAmt |
| Book Value | $126,352 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $797,994 | OtherCostOrOtherBasisAmt |
| Depreciation | $729,267 | DepreciationAmt |
| Book Value | $68,727 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $195,079 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OBLIGATIONS UNDER CHARITABLE TRUSTS AND ANNUITIES | $1,053,978 |
| DEFERRED RENT | $214,020 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,267,998 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $38,830,304 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,770,762 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $122,917 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $272,527 | OtherRevenueAmt |
| Revenue Not Reported | $6,166,206 | RevenueNotReportedAmt |
| Revenue Subtotal | $32,664,098 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $180,048 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$2,177,874 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,997,826 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,666,272 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,981,820 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $122,917 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $2,177,874 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,300,791 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,681,029 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $180,048 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $180,048 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,861,077 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT FUNDS ARE USED TO PROVIDE SCHOLARSHIP AWARDS TO THOSE STUDENTS WHO ARE CHILDREN OF PERSONS WHO SERVED IN THE U.S. MARINE CORPS, WHO APPLY AND QUALIFY ACCORDING TO THE REQUIREMENTS AS SET BY THE FOUNDATION'S POLICY. |
| PART X, LINE 2: | THE FOUNDATION ADOPTED THE INCOME TAX STANDARD FOR UNCERTAIN INCOME TAX POSITIONS. THE FOUNDATION EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. THE FOUNDATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUES OF OBLIGATIONS UNDER CHARITABLE TRUSTS 272,527. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES -2,174,071. GAMING EVENT EXPENSES -3,803. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES 2,174,071. GAMING EVENT EXPENSES 3,803. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | AURORA FUND | $6,275 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $2,500 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $3,630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $12,405 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $12,405 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | BEFORE AWARDS ARE MADE, STUDENTS APPLY FOR THE SCHOLARSHIPS AND A POINT SYSTEM IS USED TO DETERMINE THE AWARD AMOUNT TO EACH STUDENT BASED ON ELIGIBILITY AND NEED OF THE STUDENT. STUDENTS MUST PROVIDE INFORMATION TO THE ORGANIZATION, INCLUDING TRANSCRIPTS, VERIFICATION OF STUDENT EXPENSES AND AID FROM THE EDUCATIONAL INSTITUTIONS, AND A STATEMENT OF USE OF THE SCHOLARSHIP FUNDS. EACH STUDENT AND THE EDUCATIONAL INSTITUTION WHERE THE STUDENT IS ENROLLED AGREES THAT THE PAYMENT, OR THE UNUSED PORTION OF THE PAYMENT, MUST BE REFUNDED TO THE SCHOLARSHIP FOUNDATION IF 1) THE STUDENT TRANSFERS, WITHDRAWS OR OTHERWISE LEAVES SCHOOL, 2) THE STUDENT DOES NOT REMAIN IN SATISFACTORY ACADEMIC STANDING AS DEFINED BY THE SCHOOL, 3) THE STUDENT'S BEHAVIOR IS NOT CONSISTENT WITH THE SCHOOL'S STUDENT CONDUCT CODE, OR 4) THE STUDENT IS FOUND GUILTY OF A VIOLATION OF ANY CIVIL CODE. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| DATOCWITTEN INC | ||||||||
| 13145 APPLEGROVE LANE | HERNDON | VA | 20171 | EVENT MANAGEMENT | 0 | $7,180,170 | $216,375 | $6,963,795 |
| PATRICIA J HURLEY & ASSOCIATES | ||||||||
| 205 WEST WACKER DRIVE SUITE 1400 | CHICAGO | IL | 60606 | EVENT MANAGEMENT | 0 | $3,332,423 | $75,000 | $3,257,423 |
| THE JFM GROUP | ||||||||
| 629 FIFTH AVENUE SUITE 106 | PELHAM | NY | 10803 | EVENT MANAGEMENT | 0 | $707,588 | $67,500 | $640,088 |
| MASON JAY BLACHER & ASSOCIATES | ||||||||
| 2210 FAIRVIEW AVENUE EAST | SEATTLE | WA | 98102 | EVENT FUNDRAISING | 0 | $471,878 | $62,600 | $409,278 |
| CONVENTURES INC | ||||||||
| ONE DESIGN CENTER PLACE | BOSTON | MA | 02210 | EVENT MANAGEMENT | 0 | $46,450 | $16,320 | $30,130 |
| GORDON C JAMES PUBLIC RELATIONS | ||||||||
| 5080 NORTH 40TH STREET SUITE 350 | PHOENIX | AZ | 85018 | EVENT MANAGEMENT | 0 | $0 | $45,000 | -$45,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $11,738,509 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $482,795 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $11,255,714 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CHICAGO AWARDS DINNER | Event1Nm |
| Gross Receipts Event1 | $3,332,423 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $3,258,390 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $74,033 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $1,275 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $103,979 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,675 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $23,853 | OtherDirectExpensesEvent1Amt |
| Event2 | PEBBLE BEACH GOLF | Event2Nm |
| Gross Receipts Event2 | $1,883,722 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,878,722 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $5,000 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $8,352 | NonCashPrizesEvent2Amt |
| Food And Beverage Event2 | $185,887 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $23,199 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $281,115 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 34 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $8,802,197 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $8,659,808 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $142,389 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $158,588 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $30,810 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $463,491 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $22,909 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $838,254 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $14,018,342 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $13,796,920 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $221,422 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $168,215 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $30,810 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $753,357 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $47,783 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,143,222 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $2,143,387 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,921,965 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $30,870 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $1,000 | CashPrizesOtherGamingAmt |
| Non Cash Prizes Other Gaming | $456 | NonCashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $2,347 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (1) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 0.90000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $30,870 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $1,000 | CashPrizesTotalGamingAmt |
| Non Cash Prizes Total Gaming | $456 | NonCashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $2,347 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $3,803 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $27,067 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | CA | StatesWhereGamingConductedCd |
| States Where Gaming Conducted | CO | StatesWhereGamingConductedCd |
| States Where Gaming Conducted | CT | StatesWhereGamingConductedCd |
| States Where Gaming Conducted | FL | StatesWhereGamingConductedCd |
| States Where Gaming Conducted | IN | StatesWhereGamingConductedCd |
| States Where Gaming Conducted | MA | StatesWhereGamingConductedCd |
| States Where Gaming Conducted | NC | StatesWhereGamingConductedCd |
| States Where Gaming Conducted | NJ | StatesWhereGamingConductedCd |
| States Where Gaming Conducted | TX | StatesWhereGamingConductedCd |
| States Where Gaming Conducted | VA | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARINE CORPS SCHOLARSHIP FOUNDATION INC | BusinessNameLine1Txt |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 909 N WASHINGTON STREET SUITE 400 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | SEE PART IV FOR LIST OF GAMING MANA | GamingManagerPersonNm |
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE G, PART I, LINE 2B, COLUMN (V) | MARINE CORPS SCHOLARSHIP FOUNDATION, INC. (THE FOUNDATION) PAID PROFESSIONAL FUNDRAISERS FOR PROFESSIONAL FUNDRAISING SERVICES AND ADMINISTRATIVE FEES. IN 2017, THE FOUNDATION PAID ADMINISTRATIVE FEES AND EXPENSE REIMBURSEMENTS TO THE FOLLOWING PROFESSIONAL FUNDRAISERS: DATOCWITTEN, INC.: $196,305 PATRICIA J. HURLEY & ASSOCIATES: $20,731 THE JFM GROUP: $34,865 MASON JAY BLACHER & ASSOCIATES: $2,282 CONVENTURES, INC.: $17,302 GORDON C. JAMES PUBLIC RELATIONS: $654 |
| SCHEDULE G, PART III, LINE 16: | THE FOUNDATION HAD RAFFLES DURING GOLF FUNDRAISING EVENTS DURING THE YEAR. THE FOLLOWING RAFFLE MANAGERS CONTROLLED THE OVERALL OPERATION OF THE RAFFLE ACTIVITIES AT THE EVENTS: BOSTON GOLF - DICK MURPHY CAPITAL AREA GOLF - MATT CARROLL CAROLINA CLASSIC - MAJGEN THOMAS BRAATEN COLORADO GOLF - BILL CROYLE CONNECTICUT GOLF - MARTY CARROLL DFW CLAY SHOOT - PAT JOHNSON INDIANA GOLF - SEAN DIXON JERSEY SHORE GOLF - BOB VALVANO SARASOTA GOLF - MIKE TUTCHER TAMPA GOLF - TONY GAIN NONE OF THESE RAFFLE MANAGERS WAS COMPENSATED. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP AWARDS | GrantTypeTxt |
| Recipient | 2037 | RecipientCnt |
| Cash Grant | $7,132,727 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | BEFORE AWARDS ARE MADE, STUDENTS APPLY FOR THE SCHOLARSHIPS AND A POINT SYSTEM IS USED TO DETERMINE THE AWARD AMOUNT TO EACH STUDENT BASED ON ELIGIBILITY AND NEED OF THE STUDENT. STUDENTS MUST PROVIDE INFORMATION TO THE ORGANIZATION INCLUDING TRANSCRIPTS, VERIFICATION OF STUDENT EXPENSES AND AID FROM THE COLLEGES, AND A STATEMENT OF USE OF THE SCHOLARSHIP FUNDS. EACH STUDENT AND THE EDUCATIONAL INSTITUTION WHERE THE STUDENT IS ENROLLED AGREES THAT THE PAYMENT, OR THE UNUSED PORTION OF THE PAYMENT, MUST BE REFUNDED TO THE MARINE CORPS SCHOLARSHIP FOUNDATION IF 1) THE STUDENT TRANSFERS, WITHDRAWS OR OTHERWISE LEAVES SCHOOL, 2) THE STUDENT DOES NOT REMAIN IN SATISFACTORY ACADEMIC STANDING AS DEFINED BY THE SCHOOL, 3) THE STUDENT'S BEHAVIOR IS NOT CONSISTENT WITH THE ACADEMIC INSTITUTION'S STUDENT CONDUCT CODE, OR 4) STUDENT IS FOUND GUILTY OF ANY CIVIL CODE VIOLATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARGARET B DAVIS | ||||||||||||||
| PRESIDENT - UNTIL 10/31/17 | $311,886 | $0 | $121,934 | $0 | $292 | $0 | $13,500 | $0 | $1,594 | $0 | $449,206 | $0 | $0 | $0 |
| STEVEN D PETERSON | ||||||||||||||
| CHIEF OPERATING OFFICER & SECRETARY | $180,300 | $0 | $23,671 | $0 | $1,618 | $0 | $10,713 | $0 | $2,772 | $0 | $219,074 | $0 | $0 | $0 |
| KEITH W WELLER | ||||||||||||||
| DIRECTOR OF COMMUNICATIONS | $126,746 | $0 | $13,400 | $0 | $864 | $0 | $7,353 | $0 | $5,863 | $0 | $154,226 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | MARGARET DAVIS' HUSBAND, GENERAL DAVIS, ACCOMPANIED HER TO SEVERAL FOUNDATION EVENTS IN 2017. THE EXPENSES INCURRED WERE FLIGHTS USING OUR AMERICAN AIRLINE MILES TICKETS TOTALING $2,082. ROBERT RUARK'S WIFE, CHRISTINE COETZEE, ACCOMPANIED HIM TO SEVERAL FOUNDATION EVENTS IN 2017. THE EXPENSES INCURRED WERE FLIGHT TOTALING $694. |
| PART I, LINE 5 | A PORTION OF DEVELOPMENT OFFICERS' BONUS IS BASED UPON THEIR INDIVIDUAL REVENUE AND OVERALL TEAM REVENUE GOALS. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 28 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,698,716 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK MARKET QUOTES | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | COINS | 1 | $880 | FMV |
| Yes (X) | GOLFER GOODIE BAG & GIFT BASKET | 2 | $325 | FMV |
| Yes (X) | GIFT CARDS | 2 | $150 | FMV |
| Yes (X) | MARINE PRESENTATION BOWIE KNIFE | 1 | $100 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | STOCK CONTRIBUTIONS THROUGH EVENTS THAT USE THIRD PARTY SOLICITORS, AND INVESTMENT MANAGER TO SELL STOCK CONTRIBUTIONS UPON RECEIPT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE BOARD OF DIRECTORS, BY RESOLUTION ADOPTED BY A MAJORITY OF THE ENTIRE BOARD, SHALL APPOINT FROM AMONG THE DIRECTORS AN EXECUTIVE COMMITTEE (WHICH SHALL INCLUDE COMPENSATION AMONG ITS FUNCTIONS), AND FROM AMONG THE DIRECTORS AND, IN THE BOARD'S SOLE DISCRETION, PERSONS WHO ARE NOT DIRECTORS, A CORPORATE GOVERNANCE COMMITTEE (WHICH SHALL INCLUDE NOMINATIONS AMONG ITS FUNCTIONS), A SCHOLARSHIP COMMITTEE, A DEVELOPMENT COMMITTEE, AN INVESTMENT COMMITTEE, AND AN AUDIT COMMITTEE (WHICH SHALL INCLUDE FINANCE AMONG ITS FUNCTIONS). DIRECTORS SHALL COMPRISE A MAJORITY OF ANY SUCH STANDING COMMITTEE TO WHICH PERSONS WHO ARE NOT DIRECTORS MAY BE APPOINTED. THE BOARD, IN ITS SOLE DISCRETION, MAY ALSO APPOINT FROM AMONG THE DIRECTORS AND PERSONS WHO ARE NOT DIRECTORS ONE OR MORE OTHER COMMITTEES, EACH OF WHICH SHALL HAVE ONE OR MORE COMMITTEE MEMBERS INCLUDING AT LEAST ONE DIRECTOR. THE NUMBER OF DIRECTORS TO BE APPOINTED TO THE EXECUTIVE COMMITTEE SHALL NOT EXCEED TEN AND SHALL INCLUDE THE CHAIRMAN, THE VICE CHAIRMAN OR, IF THERE IS MORE THAN ONE, THE VICE CHAIRMAN DESIGNATED TO SUCCEED THE CHAIRMAN IN HIS OR HER ABSENCE, THE PRESIDENT, THE CHAIR OF EACH OF THE OTHER STANDING COMMITTEES, THE TREASURER AND THE GENERAL COUNSEL. THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE THE FULL AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE CORPORATION. ALL OTHER COMMITTEES, TO THE EXTENT PROVIDED IN THEIR RESPECTIVE ENABLING RESOLUTIONS AND NOT RESTRICTED BY LAW, SHALL HAVE AND EXERCISE SUCH AUTHORITY AS THE BOARD OF DIRECTORS SHALL PRESCRIBE IN THE MANAGEMENT OF THE CORPORATION. THE DESIGNATION OF ANY COMMITTEE, WHETHER UNDER THESE BYLAWS OR BY RESOLUTION ADOPTED BY THE BOARD, AND THE DELEGATION THERETO OF AUTHORITY SHALL NOT OPERATE TO RELIEVE THE BOARD OF DIRECTORS, OR ANY INDIVIDUAL DIRECTOR, OF ANY RESPONSIBILITY IMPOSED ON IT, HIM, OR HER BY LAW. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE FOUNDATION HAS ONLY ONE CLASS OF MEMBERSHIP. NO PERSON MAY BE DENIED MEMBERSHIP ON THE BASIS OF SEX, RACE, CREED, AGE, COLOR, NATIONAL ORIGIN, OR ANY OTHER ILLEGALLY DISCRIMINATORY BASIS. AN APPLICANT FOR MEMBERSHIP SHALL, UPON HAVING FILED WITH THE FOUNDATION A SIGNED WRITTEN DOCUMENT EXPRESSING HIS OR HER INTEREST IN PROMOTING THE PURPOSES OF THE FOUNDATION AND ABSENT GOOD CAUSE FOR DENIAL, BE ACCEPTED AS A MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH MEMBER SHALL BE ENTITLED TO CAST ONE VOTE FOR EACH DIRECTOR TO BE ELECTED IN ANY ELECTION OF DIRECTORS AND FOR THE REMOVAL OF ANY DIRECTOR. NO MEMBER SHALL HAVE THE RIGHT TO VOTE ON ANY OTHER MATTER. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN IS PREPARED BY AN OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE THE DRAFT OF THE FILING IS REVIEWED AND APPROVED BY MANAGEMENT, THE ORGANIZATION'S BOARD OF DIRECTORS AND GENERAL COUNSEL REVIEWS THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD MEMBERS ARE REQUIRED TO READ THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. THEY MUST SIGN THAT THEY READ IT AND THEN COMPLETE A FORM THAT LISTS ANY CONFLICTS. THERE ARE PERIODIC REVIEWS TO ENSURE COMPLIANCE. AT SUCH TIME AS ANY MATTER COMES BEFORE THE BOARD IN SUCH A WAY AS TO GIVE RISE TO A CONFLICT OF INTEREST, THE INTERESTED OFFICER, IF ATTENDING THE MEETING, OR DIRECTOR SHALL MAKE KNOWN THE POTENTIAL CONFLICT, WHETHER OR NOT DISCLOSED BY HIS OR HER WRITTEN STATEMENT, AND AFTER ANSWERING ANY QUESTIONS THAT MIGHT BE ASKED OF SUCH OFFICER OR DIRECTOR, HE OR SHE SHALL WITHDRAW FROM THE MEETING FOR SO LONG AS THE MATTER SHALL CONTINUE UNDER DISCUSSION. SHOULD THE MATTER BE BROUGHT TO A VOTE, NEITHER THE INTERESTED DIRECTOR NOR ANY OTHER DIRECTOR HAVING A PECUNIARY BENEFIT TRANSACTION WITH THE FOUNDATION SHALL VOTE ON IT. A TWO-THIRDS (66 2/3%) VOTE OF THE ENTIRE BOARD IS REQUIRED TO AUTHORIZE ANY TRANSACTION OR OTHER MATTER IN WHICH AN OFFICER OR DIRECTOR HAS A POTENTIAL CONFLICT OF INTEREST. ALL PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15 | CHIEF EXECUTIVE OFFICER (CEO), EXECUTIVE DIRECTOR, MANAGEMENT: CONSULTATION WITH HR CONSULTANT WHO PROVIDED A SALARY SURVEY OF COMPARABLE SIZED NONPROFIT ORGANIZATIONS (NPOS) NATIONALLY AND IN THE DC AREA, INCLUDING OTHER UNITED STATES MARINE CORPS (USMC)-RELATED NPOS. AN ADDITIONAL SURVEY WAS SENT TO ALL BOARD MEMBERS REQUESTING ANSWERS TO SPECIFIC PERFORMANCE-RELATED QUESTIONS. ANALYSIS OF MARKET DATA BY HR CONSULTANT AND PROFESSIONALS IN THE FIELD, COUPLED WITH SCOPE AND DEMANDS OF THE JOB, WAS PROVIDED DIRECTLY TO THE BOARD VICE-CHAIR. RECOMMENDED COMPENSATION WAS PROVIDED THROUGH WRITTEN COMMUNICATION TO MEMBERS OF THE EXECUTIVE COMMITTEE FOR APPROVAL, WITH EVIDENCE OF APPROVAL BEING MAINTAINED BY BOARD VICE-CHAIR. THE PROCESS WAS LAST UNDERTAKEN IN 2017. OFFICERS AND KEY EMPLOYEES: CONSULTATION WITH HR CONSULTANT, WHICH INCLUDES SALARY SURVEYS FOR RESPECTIVE POSITIONS AND/OR INTERVIEWS OF OTHER SIMILAR NPOS, AND CONSULTATION WITH EXECUTIVE RECRUITERS REGARDING THEIR RECOMMENDED SALARY BASED ON NATURE AND DUTIES OF THE POSITION. INFORMATION REVIEWED BY PRESIDENT/CEO AND DOCUMENTED BY THE HR CONSULTANT. THE PROCESS WAS LAST UNDERTAKEN IN 2017. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION PUBLISHES AN ANNUAL REPORT THAT INCLUDES FINANCIAL DATA. THE ANNUAL REPORT, AS WELL AS AUDITED FINANCIAL STATEMENTS, ARE POSTED TO THE WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST STATEMENT ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUES OF OBLIGATIONS UNDER CHARITABLE TRUSTS 272,527. |