CHESAPEAKE BAY FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CHESAPEAKE BAY FOUNDATION INC (EIN 52-6065757)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-07
- IRS object ID
- 201841279349301564
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-07T13:22:27-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 650N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526065757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHESAPEAKE BAY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHES | BusinessNameControlTxt |
| Phone | 4102688816 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 HERNDON AVENUE | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 214034503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William C Baker | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4102688816 | PhoneNum |
| Signature | 2018-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3019519090 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | William C Baker | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 HERNDON AVENUE | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 214034503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $42,869,296 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CBF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | The Chesapeake Bay Foundation's (CBF) mission is to Save the Bay. See Schedule O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 230 | TotalEmployeeCnt |
| Total Volunteers | 20183 | TotalVolunteersCnt |
| Total Gross UBI | -$41,336 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$41,336 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $22,603,162 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,937,874 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,719,585 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,374,238 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,644,133 | PYInvestmentIncomeAmt |
| CY Investment Income | $817,284 | CYInvestmentIncomeAmt |
| PY Other Revenue | $104,536 | PYOtherRevenueAmt |
| CY Other Revenue | $44,576 | CYOtherRevenueAmt |
| PY Total Revenue | $26,071,416 | PYTotalRevenueAmt |
| CY Total Revenue | $23,173,972 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $528,845 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $123,286 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,613,465 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,152,452 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $358,064 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $414,477 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,138,662 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,666,369 | PYOtherExpensesAmt |
| CY Other Expenses | $9,587,038 | CYOtherExpensesAmt |
| PY Total Expenses | $25,166,743 | PYTotalExpensesAmt |
| CY Total Expenses | $25,277,253 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $904,673 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,103,281 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $106,570,069 | TotalAssetsBOYAmt |
| Total Assets EOY | $109,641,148 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,469,484 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,016,652 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $95,100,585 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $99,624,496 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Chesapeake Bay Foundation's (CBF) mission, simply stated, is to Save the Bay. See Schedule O for Continuation (page 51) | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,858,548 | ExpenseAmt |
| Grant | $123,286 | GrantAmt |
| Revenue | $318,486 | RevenueAmt |
| Desc | Environmental Protection and Restoration (EPR)The Environmental Protection and Restoration Department's primary objective is to drive significant improvements in the health of the Chesapeake Bay as measured by CBF's Bay Health Index. Consistent with the CBF strategic plan, this involves developing and recommending priorities for the organization's policy work, engaging our members and implementing restoration elements of the plan. The Program utilizes a combination of strategies to help achieve a reduction in Bay pollution, restoration of critical habitat, and better-managed fisheries. See Schedule O for Continuation (page 52) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,173,732 | ExpenseAmt |
| Revenue | $1,055,752 | RevenueAmt |
| Desc | Education CBF's Education Department is responsible for leading students, teachers, and adults in hands-on, on-the-water, environmental education experiences about the Bay. Through education programs, our professional educators use innovative teaching methods to engage students in real-world issues and scientific inquiry, exciting and encouraging them to take action to protect our natural resources. Student Leadership courses during the summer further train student leaders from high schools across the region. See Schedule O for Continuation (page 52) | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,620,427 | ExpenseAmt |
| Desc | CommunicationsThe Communications Department's charge is to market CBF and its policy agenda, educate and engage the public, and mobilize support for organizational priorities and Bay restoration efforts. Communications also manages internal communications and public opinion research. See Schedule O for Continuation (page 53) | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $19,652,707 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | 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 | 160 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 230 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 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 | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | 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 | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | 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 | 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 | NC | 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 | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | 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 | David Fogle | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4102688816 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 HERNDON AVENUE | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 214034503 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| William Baker | |||||||
| President | 40.00 | Yes (X) | Yes (X) | $212,053 | $0 | $30,592 | |
| Harry Lester | |||||||
| Chair | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Jane Batten | |||||||
| Vice Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Carolyn Groobey | |||||||
| Vice Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Susan Aplin | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Russell G Byers Jr | |||||||
| Trustee | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| Keith Campbell | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Chiaramonte | |||||||
| Trustee | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| Catherine Cullen | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Tom Davis | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Lauri Fitz-Pegado | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Harry Gruner | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Ann Fritz Hackett | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Hanley | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Christian Hodges | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jeanne Trimble Hoffman | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mark Hourigan | |||||||
| Treasurer (beginning 01/17) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert Kinsley | |||||||
| Trustee (through 01/17) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Burks Lapham | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Katie Leavy | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Byron Marchant | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Pamela Murphy | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Elizabeth Oliver-Farrow | |||||||
| Treasurer (beginning 01/17) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mark Ordan | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Arnie Richman | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Anne Shumadine | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Wick Sollers | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Bishop Eugene Sutton | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Sandra Taylor | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Susie Wilmerding | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Peter Woicke | |||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Alan Wurtzel | |||||||
| Trustee (through 01/17) | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| Charles Foster | |||||||
| Assistant Treasurer | 40.00 | Yes (X) | $108,879 | $0 | $45,179 | ||
| Mary Tod Winchester | |||||||
| Secretary | 40.00 | Yes (X) | $134,996 | $0 | $45,639 | ||
| Fay Nance | |||||||
| Treasurer (through 01/17) | 40.00 | Yes (X) | $176,503 | $0 | $46,142 | ||
| Kimberly L Coble | |||||||
| Vice President - EPR | 40.00 | $146,503 | $0 | $20,020 | Yes (X) | ||
| Katharene P Snavely | |||||||
| Vice President - Development | 40.00 | $140,810 | $0 | $32,964 | Yes (X) | ||
| Thomas W Ackerman | |||||||
| Vice President - Education | 40.00 | $134,809 | $0 | $11,707 | Yes (X) | ||
| Elizabeth Buckman | |||||||
| Vice President - Communications | 40.00 | $140,317 | $0 | $25,416 | Yes (X) | ||
| Jon A Mueller | |||||||
| Vice President - Litigation | 40.00 | $167,485 | $0 | $28,513 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,362,355 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $286,172 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | 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 |
|---|---|---|---|---|---|
| The Production Advantage Inc | |||||
| 13873 Park Center Rd Suite 15 | Oak Hill | VA | 20171 | Mass Production Printing | $1,191,216 |
| Blackbaud Inc | |||||
| 1255 23rd St NW 650 | Washington | DC | 20037 | Software Implementation | $978,168 |
| Tandem Conglomerate LLC | |||||
| 717 D Street NW Suite 300 | Washington | DC | 20004 | Enterprise and Related Services | $325,790 |
| M&R Stratefic Services Inc | |||||
| 1901 L St NW 800 | Washington | DC | 20036 | Digital Consulting Services | $210,155 |
| Daniel J Edelman Inc | |||||
| 1875 Eye Street NW Suite 900 | Washington | DC | 20006 | Strategic and Campaign Services | $199,890 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $289,642 | FederatedCampaignsAmt |
| Fundraising | $956,445 | FundraisingAmt |
| Government Grants | $1,498,772 | GovernmentGrantsAmt |
| All Other Contributions | $18,193,015 | AllOtherContributionsAmt |
| Noncash Contributions | $986,447 | NoncashContributionsAmt |
| Total Contributions | $20,937,874 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition and Education | 900099 | $1,055,752 | $1,055,752 |
| Farm Income | 900099 | $252,144 | $252,144 |
| Workshop Income | 900099 | $33,810 | $33,810 |
| Contract Income | 900099 | $31,999 | $31,999 |
| Tour income | 900099 | $533 | $533 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,374,238 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $521,895 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$41,336 | UnrelatedBusinessRevenueAmt |
| Exclusion | $563,231 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,468 | TotalRevenueColumnAmt |
| Exclusion | $22,468 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $248,368 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $248,368 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $248,368 | TotalRevenueColumnAmt |
| Exclusion | $248,368 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,552,424 | SecuritiesAmt |
| Other | $6,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,257,672 | SecuritiesAmt |
| Other | $5,363 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $294,752 | SecuritiesAmt |
| Other | $637 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $295,389 | TotalRevenueColumnAmt |
| Exclusion | $295,389 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $181,169 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $956,445 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $432,289 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$251,120 | TotalRevenueColumnAmt |
| Exclusion | -$251,120 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $24,860 | TotalRevenueColumnAmt |
| Exclusion | $24,860 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $24,860 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,173,972 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,374,238 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$41,336 | UnrelatedBusinessRevenueAmt |
| Exclusion | $903,196 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,286 | TotalAmt |
| Program Services | $123,286 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $762,170 | TotalAmt |
| Management And General | $762,170 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,256,440 | TotalAmt |
| Program Services | $7,943,793 | ProgramServicesAmt |
| Management And General | $1,075,325 | ManagementAndGeneralAmt |
| Fundraising | $1,237,322 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,498 | TotalAmt |
| Program Services | $291,481 | ProgramServicesAmt |
| Management And General | $41,251 | ManagementAndGeneralAmt |
| Fundraising | $46,766 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,961,899 | TotalAmt |
| Program Services | $2,173,407 | ProgramServicesAmt |
| Management And General | $450,105 | ManagementAndGeneralAmt |
| Fundraising | $338,387 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $792,445 | TotalAmt |
| Program Services | $597,019 | ProgramServicesAmt |
| Management And General | $95,299 | ManagementAndGeneralAmt |
| Fundraising | $100,127 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,924 | TotalAmt |
| Program Services | $75,960 | ProgramServicesAmt |
| Management And General | $18,016 | ManagementAndGeneralAmt |
| Fundraising | $13,948 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,926 | TotalAmt |
| Management And General | $149,926 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,000 | TotalAmt |
| Program Services | $152,000 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $414,477 | TotalAmt |
| Fundraising | $414,477 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,553 | TotalAmt |
| Management And General | $196,553 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,770,803 | TotalAmt |
| Program Services | $1,770,803 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,163 | TotalAmt |
| Program Services | $20,150 | ProgramServicesAmt |
| Management And General | $5,505 | ManagementAndGeneralAmt |
| Fundraising | $23,508 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,609,959 | TotalAmt |
| Program Services | $1,951,840 | ProgramServicesAmt |
| Management And General | $140,663 | ManagementAndGeneralAmt |
| Fundraising | $517,456 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $700,802 | TotalAmt |
| Program Services | $584,873 | ProgramServicesAmt |
| Management And General | $19,804 | ManagementAndGeneralAmt |
| Fundraising | $96,125 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,637 | TotalAmt |
| Program Services | $123,120 | ProgramServicesAmt |
| Fundraising | $29,517 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,708 | TotalAmt |
| Program Services | $311,672 | ProgramServicesAmt |
| Management And General | $13,011 | ManagementAndGeneralAmt |
| Fundraising | $3,025 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,184 | TotalAmt |
| Program Services | $409,542 | ProgramServicesAmt |
| Management And General | $40,672 | ManagementAndGeneralAmt |
| Fundraising | $21,970 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352,188 | TotalAmt |
| Program Services | $236,384 | ProgramServicesAmt |
| Management And General | $78,240 | ManagementAndGeneralAmt |
| Fundraising | $37,564 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,995 | TotalAmt |
| Program Services | $222,630 | ProgramServicesAmt |
| Management And General | $43,304 | ManagementAndGeneralAmt |
| Fundraising | $29,061 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,261,131 | TotalAmt |
| Program Services | $1,128,155 | ProgramServicesAmt |
| Management And General | $71,185 | ManagementAndGeneralAmt |
| Fundraising | $61,791 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,217 | TotalAmt |
| Program Services | $298,686 | ProgramServicesAmt |
| Management And General | $46,373 | ManagementAndGeneralAmt |
| Fundraising | $21,158 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UBIT | $316 | $316 | ||
| Allocation of G&A | $0 | -$832,956 | $713,727 | $119,229 |
| Repairs & Maintenance | $442,621 | $24,595 | $407,926 | $10,100 |
| Boat Charter | $36,544 | $36,544 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,367 | TotalAmt |
| Program Services | $79,709 | ProgramServicesAmt |
| Management And General | $46,527 | ManagementAndGeneralAmt |
| Fundraising | $17,131 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,277,253 | TotalAmt |
| Program Services | $19,652,707 | ProgramServicesAmt |
| Management And General | $2,485,884 | ManagementAndGeneralAmt |
| Fundraising | $3,138,662 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,328,695 | TotalAmt |
| Program Services | $1,785,798 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $542,897 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,960 | BOYAmt |
| EOY | $9,696 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,167,720 | BOYAmt |
| EOY | $12,849,406 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,676,703 | BOYAmt |
| EOY | $9,173,036 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $843,584 | BOYAmt |
| EOY | $759,675 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,013 | BOYAmt |
| EOY | $84,822 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $349,036 | BOYAmt |
| EOY | $565,665 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $49,313,713 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,270,258 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,007,554 | BOYAmt |
| EOY | $31,043,455 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,894,273 | BOYAmt |
| EOY | $28,927,326 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,125,836 | BOYAmt |
| EOY | $25,956,149 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $408,390 | BOYAmt |
| EOY | $271,918 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,570,069 | BOYAmt |
| EOY | $109,641,148 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,740,573 | BOYAmt |
| EOY | $2,075,956 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $863,126 | BOYAmt |
| EOY | $1,027,160 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,854,120 | BOYAmt |
| EOY | $4,244,019 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,449,742 | BOYAmt |
| EOY | $1,417,571 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,561,923 | BOYAmt |
| EOY | $1,251,946 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,469,484 | BOYAmt |
| EOY | $10,016,652 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,759,859 | BOYAmt |
| EOY | $33,689,681 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,233,727 | BOYAmt |
| EOY | $19,661,940 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,106,999 | BOYAmt |
| EOY | $46,272,875 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,100,585 | BOYAmt |
| EOY | $99,624,496 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,570,069 | BOYAmt |
| EOY | $109,641,148 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,103,281 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,343,991 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $283,201 | 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $26,105,266 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,044,891 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,527,320 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,603,162 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,937,874 | CurrentTaxYearAmt |
| Total | $114,218,513 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,105,266 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,044,891 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,527,320 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,603,162 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,937,874 | CurrentTaxYearAmt |
| Total | $114,218,513 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,244,894 | SubstantialContributorsTotAmt |
| Public Support Total170 | $107,973,619 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $941,320 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $940,645 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $820,571 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,442,649 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $834,067 | CurrentTaxYearAmt |
| Total | $4,979,252 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $0 | CurrentTaxYearAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $40,826 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,526 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,339 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,860 | CurrentTaxYearAmt |
| Total | $139,551 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $119,337,316 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $8,397,036 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90480 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86890 | 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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $19,234 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $220,614 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $239,848 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $25,037,405 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $25,277,253 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $295,535 | CurrentYearMinus3Amt |
| Current Year Minus2 | $353,952 | CurrentYearMinus2Amt |
| Current Year Minus1 | $256,479 | CurrentYearMinus1Amt |
| Current Year | $239,848 | CurrentYearAmt |
| Total | $1,145,814 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $17,108 | CurrentYearMinus3Amt |
| Current Year Minus2 | $39,661 | CurrentYearMinus2Amt |
| Current Year Minus1 | $21,917 | CurrentYearMinus1Amt |
| Current Year | $19,234 | CurrentYearAmt |
| Total | $97,920 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 15 | TotalEasementsCnt |
| Total Acreage | 981.00 | TotalAcreageCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 2 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 132.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $4,423 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (1) | Section170hRqrStsfdInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $17,000 | AssetsIncludedAmt |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | Decorative purposes only | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,970,231 | BeginningYearBalanceAmt |
| Contributions | $663,804 | ContributionsAmt |
| Investment Earnings Or Losses | $7,005,579 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,881,473 | OtherExpendituresAmt |
| End Year Balance | $57,758,141 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,313,607 | BeginningYearBalanceAmt |
| Contributions | $912,345 | ContributionsAmt |
| Investment Earnings Or Losses | -$306,112 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,949,609 | OtherExpendituresAmt |
| End Year Balance | $52,970,231 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,209,935 | BeginningYearBalanceAmt |
| Contributions | $142,680 | ContributionsAmt |
| Investment Earnings Or Losses | $1,646,652 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,685,660 | OtherExpendituresAmt |
| End Year Balance | $55,313,607 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,107,017 | BeginningYearBalanceAmt |
| Contributions | $718,953 | ContributionsAmt |
| Investment Earnings Or Losses | $7,000,392 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,616,427 | OtherExpendituresAmt |
| End Year Balance | $56,209,935 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,598,428 | BeginningYearBalanceAmt |
| Contributions | $941,604 | ContributionsAmt |
| Investment Earnings Or Losses | $5,910,742 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,343,757 | OtherExpendituresAmt |
| End Year Balance | $51,107,017 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.20640 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.65940 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13420 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,664,699 | OtherCostOrOtherBasisAmt |
| Book Value | $11,664,699 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,023,040 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,485,472 | DepreciationAmt |
| Book Value | $15,537,568 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,625,974 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,784,786 | DepreciationAmt |
| Book Value | $3,841,188 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $31,043,455 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Partnerships/Alternative Investments | $22,732,632 | F |
| Beneficial Interest in Perpetual Trust | $3,223,517 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $25,956,149 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Split Interest Agreement | $813,779 |
| Interest Rate Swap Obligation | $438,167 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,251,946 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $31,284,013 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,343,991 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,247,113 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $715,490 | OtherRevenueAmt |
| Revenue Not Reported | $8,306,594 | RevenueNotReportedAmt |
| Revenue Subtotal | $22,977,419 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $196,553 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $196,553 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $23,173,972 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,760,102 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,247,113 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $432,289 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,679,402 | ExpensesNotReportedAmt |
| Expenses Subtotal | $25,080,700 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $196,553 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $196,553 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $25,277,253 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part II, Line 9: | A monetary value has not been placed on conservation easements; therefore, they are not included in financial statements. |
| Part III, Line 4: | A scale model of a Chesapeake Bay crabbing skiff hangs in the foyer of the Merrill Center. It is a reminder that CBF's mission is to Save the Bay, which includes restoring its bounty to levels that can support all the people who make a living on the Bay. Greeting visitors to the Merrill Center is a bronze and silver sculpture of an osprey, representing the fact that approximately one-quarter of all ospreys in the contiguous United States nest in the Chesapeake Bay region. |
| Part V, Line 4: | Endowment funds are used for donor restricted projects as well as to fund unrestricted activities. Donor restricted endowments are used for education in general, field education, farm operations, support and maintenance of facilities and boats, and restoration projects. It is the policy of the Foundation to spend 5% of a twelve quarter trailing average of the sum of accumulated investments. |
| Part X, Line 2: | For the years ended June 30, 2017 and 2016, the Foundation has documented its consideration of FASB ASC 740-10, Income Taxes, that provides guidance for reporting uncertainty in income taxes and has determined that no material uncertain tax positions qualify for either recognition or disclosure in the financial statements. |
| Part XI, Line 2d - Other Adjustments: | Special Event Expenses reported as an expense on the 432,289. financial statements and netted against revenue on the Form 990, Part VII, line 8b. Unrealized gain on interest rate swap 283,201. |
| Part XII, Line 2d - Other Adjustments: | Special Event Expenses reported as an expense on the 432,289. financial statements and netted against revenue on the Form 990, Part VII, line 8b. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| Lautman Maska Neill & Company | ||||||||
| 1730 Rhode Island Ave NW Ste 301 | Washington | DC | 20036 | Membership Consulting | 0 | $3,521,866 | $203,920 | $3,317,946 |
| M&R Strategic Services Inc | ||||||||
| 1901 L St NW 800 | Washington | DC | 20036 | Digital Consulting | 0 | $1,370,392 | $210,557 | $1,159,835 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $4,892,258 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $414,477 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $4,477,781 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | 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 | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DC on the Half Shell | Event1Nm |
| Gross Receipts Event1 | $740,088 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $652,538 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $87,550 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $4,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $63,008 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $200,980 | OtherDirectExpensesEvent1Amt |
| Event2 | BandsInSand | Event2Nm |
| Gross Receipts Event2 | $391,966 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $298,927 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $93,039 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $2,349 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $8,526 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $28,964 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $23,000 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $101,365 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $5,560 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $4,980 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $580 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $97 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,137,614 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $956,445 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $181,169 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $2,349 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $12,526 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $91,972 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $23,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $302,442 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $432,289 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$251,120 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| City of Hampton | |||||||
| 22 LINCOLN STREET | HAMPTON | VA | 23669 | 546001336 | Government | $9,583 | Restoring Hampton Waterways |
| Elizabeth River Project | |||||||
| 475 WALTER STREET SUITE 103A | PORTSMOUTH | VA | 23704 | 541663058 | 501(c)(3) | $10,365 | VA Lafayette Oyster |
| M&R Strategic Services Inc | |||||||
| 1901 L STREET NW SUITE 800 | WASHINGTON | DC | 20036 | 133588025 | Other | $10,000 | Nitrogen Calculator |
| Mifflin County Conservation District | |||||||
| 20 WINDMILL HILL SUITE 4 | BURNHAM | PA | 17009 | 231984761 | Government | $8,335 | Juniata River Basin Agricultural Conservation |
| Tarleton State University | |||||||
| BOX T-0410 | STEPHENVILLE | TX | 764020001 | 756001870 | Government | $19,448 | Promoting Regional Grazing |
| US Fish and Wildlife Service | |||||||
| 177 ADMIRAL COCHRANE DRIVE | ANNAPOLIS | MD | 21401 | 530201504 | Government | $48,445 | Nutrient/Sediment Reduction & Habitat Restoration Project |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Grant agreements require detailed project reports that are reviewed by departmental Financial Managers before payments are made. Program Managers will also review and approve the Grantee's Project Performance according to the details of the grant. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| William Baker | ||||||||||||||
| President | $211,903 | $0 | $150 | $0 | $0 | $0 | $17,325 | $0 | $13,267 | $0 | $242,645 | $0 | $0 | $0 |
| Charles Foster | ||||||||||||||
| Assistant Treasurer | $108,729 | $0 | $150 | $0 | $0 | $0 | $23,980 | $0 | $21,199 | $0 | $154,058 | $0 | $0 | $0 |
| Mary Tod Winchester | ||||||||||||||
| Secretary | $134,846 | $0 | $150 | $0 | $0 | $0 | $23,527 | $0 | $22,112 | $0 | $180,635 | $0 | $0 | $0 |
| Fay Nance | ||||||||||||||
| Treasurer (through 01/17) | $171,353 | $0 | $150 | $0 | $5,000 | $0 | $42,012 | $0 | $4,130 | $0 | $222,645 | $0 | $0 | $0 |
| Kimberly L Coble | ||||||||||||||
| Vice President - EPR | $146,353 | $0 | $150 | $0 | $0 | $0 | $16,390 | $0 | $3,630 | $0 | $166,523 | $0 | $0 | $0 |
| Katharene P Snavely | ||||||||||||||
| Vice President - Development | $140,660 | $0 | $150 | $0 | $0 | $0 | $23,951 | $0 | $9,013 | $0 | $173,774 | $0 | $0 | $0 |
| Elizabeth Buckman | ||||||||||||||
| Vice President - Communications | $140,167 | $0 | $150 | $0 | $0 | $0 | $18,783 | $0 | $6,633 | $0 | $165,733 | $0 | $0 | $0 |
| Jon A Mueller | ||||||||||||||
| Vice President - Litigation | $167,335 | $0 | $150 | $0 | $0 | $0 | $27,013 | $0 | $1,500 | $0 | $195,998 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 4a | Fay Nance received a severance payment of $5,000 in 2016. |
| Part I, Line 7 | In addition to the bonuses listed on Schedule J, Part II, Thomas W. Ackerman, compensation on Part VII of the 990, included a bonus of $150. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maryland Economic Development Corporation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521376562 | BondIssuerEIN |
| Bond Issued | 2013-10-01 | BondIssuedDt |
| Issue Price | $6,195,000 | IssuePriceAmt |
| Purpose | Refund 1998 Bonds | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,895,615 | RetiredAmt |
| Total Proceeds | $6,195,000 | TotalProceedsAmt |
| Other Spent Proceeds | $6,195,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2000 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capital One | BusinessNameLine1Txt |
| Business Name Line2 | National | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 10.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Whitescarver Natural Resources Management LLC (WNRM) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Bobby Whitescarver, owner of WNRM and husband of Jeanne Hoffman (board) | RelationshipDescriptionTxt |
| Transaction | $14,377 | TransactionAmt |
| Transaction | Whitescarver Natural Resources Management, LLC was a subcontractor to CBF. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Sch L, Part IV, Transaction Details: | FormAndLineReferenceDesc |
| Explanation | Mr. Whitescarver was chosen as a subcontractor for his outstanding record of providing guidance and technical expertise regarding agriculture best management practices during his 32 year career with the Natural Resources Conservation Service. His first subcontract with CBF was signed in 2011, long before his wife became a CBF board member. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $200 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $4,338 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 104 | ContributionCnt |
| Noncash Contributions Rpt F990 | $977,992 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $100 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Scooter | 1 | $2,349 | Fair market value |
| Yes (X) | Tickets | 1 | $1,100 | Fair market value |
| Yes (X) | Office equip/supplies/misc | 1 | $368 | Fair market value |
| 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Column (b): | The number of contributions received was reported in column B on part I. |
| Part I, Line 32b: | When necessary, licensed boat brokers are used to sell donated boats that are not used for operations. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1 | The Chesapeake Bay Foundation's (CBF) mission, simply stated, is to Save the Bay and keep it saved. We define a saved Bay as having a score of 70 (out of 100) on CBF's State of the Bay health index. Thanks largely to a dramatic reduction in the amount of pollution entering the system, at 70 the Chesapeake Bay and its tributary rivers will be highly productive and in good health as measured by established water-quality standards. The result will be clear water, free of the impacts from toxic contaminants, and healthy oxygen levels, able to support living resources in all parts of the Bay. Founded in 1966, CBF is the largest regional conservation organization dedicated solely to saving a national treasure-the Chesapeake Bay and its rivers and streams. With headquarters in Annapolis, MD; state offices in MD, VA, PA, and DC; and educational centers and programs across the region; CBF works throughout the 64,000-square-mile Chesapeake watershed to educate-build an informed citizenry; advocate-advance pollution reduction; litigate-encourage enforcement of environmental law; and restore-rebuild the Bay system's natural filters such as oysters, underwater grasses, and streamside forests. CBF is supported by more than 200,000 members and e-subscribers. |
| Form 990, Part III, Line 4a | Environmental Protection and Restoration (EPR), continued from page 2: To achieve its objectives, the department utilizes a team of lawyers, water quality and restoration scientists, outreach experts, citizen organizers, lobbyists, and policy specialists with expertise in fisheries, pollution reduction, land use, and agriculture. Their focus is local, state, and federal government policies; private sector practices; and citizen engagement. The Program develops and employs strategies and tactics designed to define the necessary governmental policies and programs, create the needed "political will" to ensure implementation of these policies and programs, and organizes CBF members to interact with decision-makers. When appropriate, the department uses the law as a tool to protect and preserve the Chesapeake Bay. |
| Form 990, Part III, Line 4b | Education, continued from page 2: Designed to engage tomorrow's environmental leaders, these students now participate in CBF events, share what they learned with peers, and create projects in their communities to better the environment. In addition, the Education Department conducts professional learning courses for educators throughout Maryland, Virginia, Pennsylvania, and the District of Columbia. Known as Chesapeake Classrooms, these courses provide teachers first-hand experience on local waterways and help them to develop lesson plans that incorporate Bay studies. The department also teaches principals and school administrators through our Principal Environmental Leadership Courses. These courses increase support for school-wide environmental education programs. Furthermore, the department helps to educate elected officials, policy makers, journalists, and other community leaders and advocates through on-the-water field experiences. These trips inform influential members of the community about the issues facing the Bay and the ways that they can help further the Bay's restoration. |
| Form 990, Part III, Line 4c | Communications, continued from page 2: Communications' tactics are to develop well-researched messages and deliver them through integrated channels, including: publications such as CBF's member magazine, brochures, and regular and special reports; earned, paid, or donated media; digital media, including the CBF website, social media, and outbound e-mails; and any other forms of direct or indirect communications with our members and the public at large. The Communications Department is organized around four primary functional areas: creative services; media; digital communications, and integrated communications/marketing. |
| Form 990, Part VI, Section A, line 2 | William C. Baker and Truman T. Semans have a business relationship. |
| Form 990, Part VI, Section B, line 11b | An independent audit firm was engaged to conduct the financial statements' audit and to assist in preparing the Form 990. The Chief Financial Officer and Finance staff directly participated in preparing the form, drafting responses to questions and reviewing the Form 990 in draft. The Chief Financial Officer then reviewed it with the President and Chairman of the Audit and Finance Committee. The 990 was provided to the Audit and Finance Committee, comprised of Board of Trustee members, for their review and comments, after which it was sent to the full Board before being electronically filed with the IRS. |
| Form 990, Part VI, Section B, line 12c | Each Trustee, officer, key employee and employees in positions to obligate CBF are required to review a copy of the conflict of interest policy annually and complete a disclosure form identifying any relationship positions or circumstances which he or she believes could contribute to a conflict. The conflict of interest disclosure form is completed, signed and returned to the Chief Financial Officer who notifies the Chairman of the Audit and Finance Committee and the General Counsel of any concerns. This process is also covered in orientation sessions held for new Trustees as well as for new employees. If items arise during Board meetings that are conflicts of interest, the board member having possible conflicts of interest cannot vote or participate in Board or Committee deliberations on the subject or be counted toward meeting a quorum. However, they may answer questions. |
| Form 990, Part VI, Section B, line 15 | During the annual budget approval meeting of the Audit and Finance Committee of the Board of Trustees, the Committee reviews and approves the salary and any proposed pay increase for the President and key employees. Compensation related decisions are documented within the minutes. The committee will provide this information to the full board for approval. The President's last compensation review took place in May 2017. Generally, compensation for all staff is independently reviewed and determined annually based on performance evaluation, and analysis of comparable data obtained from industry resources and peer organizations. An overall increase pool, based on market data, is approved by the Committee for use in the process. In addition, the Chief Financial Officer and Director of Human Resources review and approve all staff alignment to ensure consistency and continuity of various positions within the appropriate pay grades and ranges. |
| Form 990, Part VI, Section C, line 19 | CBF's governing documents and conflict of interest policy are available to the public upon request using contact information on the website. Audited financial statements, the Form 990, and the Annual Report can be found on CBF's website. Audited financial statements and the Form 990 are also filed with state charitable solicitation registrations, and are also available through not-for-profit internet portals such as Guidestar and Charity Navigator. |
| Form 990, Part XI, line 9: | Unrealized gain on interest rate swap 283,201. |