INDEPENDENT SECTOR: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- INDEPENDENT SECTOR (EIN 52-1081024)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-11
- IRS object ID
- 201801319349305050
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T17:34:03-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9737 WASHINGTONIAN BLVD 400 | AddressLine1Txt |
| City | GAITHERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20878 | 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 | 521081024 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT SECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INDE | BusinessNameControlTxt |
| Phone | 2024676100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1602 L STREET NW NO 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN MOLLEN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2024676100 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM E TURCO CPA | PreparerPersonNm |
| PTIN | P00369217 | PTIN |
| Phone | 3012963600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-11 | IPDt |
| IP Tm | 16:40:40 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C19F5D3F195EC13517A150B69ABBCB37DF598FBC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAN CARDINALI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1602 L STREET NW NO 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,324,431 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.INDEPENDENTSECTOR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO LEAD AND CATALYZE THE CHARITABLE COMMUNITY, (SEE SCHEDULE O) PARTNERING WITH GOVERNMENT, BUSINESS, AND INDIVIDUALS TO ADVANCE THE COMMON GOOD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 51 | TotalEmployeeCnt |
| Total Volunteers | 350 | TotalVolunteersCnt |
| Total Gross UBI | -$3,206 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$92,919 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,146,702 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,211,632 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $806,106 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $695,956 | CYProgramServiceRevenueAmt |
| PY Investment Income | $250,470 | PYInvestmentIncomeAmt |
| CY Investment Income | $362,229 | CYInvestmentIncomeAmt |
| PY Other Revenue | $292,407 | PYOtherRevenueAmt |
| CY Other Revenue | -$18,697 | CYOtherRevenueAmt |
| PY Total Revenue | $6,495,685 | PYTotalRevenueAmt |
| CY Total Revenue | $11,251,120 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,342,120 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,708,205 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $174,720 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $806,247 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,953,018 | PYOtherExpensesAmt |
| CY Other Expenses | $3,913,389 | CYOtherExpensesAmt |
| PY Total Expenses | $10,469,858 | PYTotalExpensesAmt |
| CY Total Expenses | $8,621,594 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,974,173 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,629,526 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $39,778,640 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,169,856 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,146,316 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,469,728 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,632,324 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,700,128 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO LEAD AND CATALYZE THE CHARITABLE COMMUNITY, PARTNERING WITH GOVERNMENT, BUSINESS, AND INDIVIDUALS TO ADVANCE THE COMMON GOOD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,288,899 | ExpenseAmt |
| Revenue | $597,700 | RevenueAmt |
| Desc | NATIONAL CONFERENCE - THE INDEPENDENT SECTOR CONFERENCE PROVIDES THE PREMIER MEETING GROUND FOR LEADERS FROM THE NONPROFIT SECTOR AND PHILANTHROPIC SECTOR, BRINGING TOGETHER LEADERS FROM PUBLIC CHARITIES, FOUNDATIONS, CORPORATE GIVING PROGRAMS, AND ACADEMIA TO SHARE THEIR EXPERIENCES AND EXPERTISE TO DISCUSS AND ADDRESS CRITICAL ISSUES FACING OUR SECTOR, THE NATION AND THE WORLD. IN 2017 INDEPENDENT SECTOR COLLABORATED WITH TWO ORGANIZATIONS IN DETROIT: THE COUNCIL OF MICHIGAN FOUNDATIONS AND THE MICHIGAN NONPROFIT ASSOCIATION. THE CONFERENCE WAS HELD IN OCTOBER IN DETROIT AND OVER 1,400 PEOPLE (INCLUDING OVER 200 ON SCHOLARSHIP) ATTENDED. OVER 800 ORGANIZATIONS WERE REPRESENTED AND 68 ATTENDEES EXHIBITED. THE EXPERTISE AND VIBRANCY OF ALL OUR PARTICIPANTS PRODUCED A WORLD-CLASS EXCHANGE OF IDEAS. WITH OVER 210 SPEAKERS, THE MEETING FEATURED OVER 90 INNOVATIVE SESSION FORMATS THAT HELPED PARTICIPANTS EXAMINE HOW TO CREATE SOLUTIONS, BUILD LASTING IMPACT AND CREATE BRIGHTER FUTURES FOR THEIR ORGANIZATIONS AND THE PEOPLE THEY SERVE. THE PROGRAM INCLUDED IMMERSIVE TOURS THAT ALLOWED ATTENDEES TO SEE AND HEAR LOCAL LEADER NARRATIVES ON DETROIT'S INNOVATIVE CHANGES THAT HELP TO CREATE IMPACT IN THE COMMUNITY. THERE WERE ALSO SESSIONS THAT FEATURED PROGRAMMING SPECIFICALLY TARGETED TO CEOS AND EXECUTIVE DIRECTORS WHO MAKE UP OVER 32% OF CONFERENCE REGISTRANTS. PLENARY SESSIONS FEATURED LOCAL SOCIAL ENTREPRENEURS WHO SPOKE ABOUT THE IMPACT OF THEIR WORK, INSPIRATIONAL AND MOTIVATING ARTISTS, LEADERS IN HOMELESSNESS AND NATIVE AMERICAN RIGHTS, AND PRESENTATIONS ON THE ISSUES AFFECTING THE SECTOR AND SOCIETY. CONFERENCE ATTENDEES VIEW THE CONFERENCE AS A WAY TO EXPAND THEIR PROFESSIONAL NETWORK AS WELL AS TO GAIN NEW THINKING, SKILLS AND PRACTICES TO IMPROVE THEIR WORK.ATTENDEES WERE ALSO GIVEN A PREVIEW OF THE NEW CONFERENCE EXPERIENCE GOING FORWARD INTO 2018 AND BEYOND. THE ANNUAL CONFERENCE WILL NOW BE CALLED UPSWELL AND IN 2018 UPSWELL WILL BE HELD IN LOS ANGELES, NOVEMBER 14-16. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,172,252 | ExpenseAmt |
| Desc | PUBLIC POLICY - INDEPENDENT SECTOR (IS) PROVIDES LEADERSHIP FOR AND COLLABORATES WITH OUR MEMBER ORGANIZATIONS AND OTHER STAKEHOLDERS TO EDUCATE PUBLIC OFFICIALS ABOUT THE VALUE OF THE CHARITABLE COMMUNITY AND TO ADVOCATE FOR FEDERAL POLICIES AND REGULATIONS THAT ADVANCE THE ABILITY OF CHARITABLE AND PHILANTHROPIC ORGANIZATIONS TO SERVE THEIR COMMUNITIES. IN 2016, WE CONTINUED TO INFORM AND GALVANIZE OUR SECTOR ALLIES AROUND KEY ISSUES, EDUCATE LAWMAKERS ABOUT THE SECTOR'S ESSENTIAL ROLE IN SOCIETY AND IN THE NATIONAL ECONOMY, AND ADVOCATE FOR POLICIES THAT IMPROVE THE ABILITY OF NONPROFIT ORGANIZATIONS TO ACHIEVE THEIR MISSIONS. BASED ON FEEDBACK FROM OUR 2015 THREADS SERIES AND IN FULFILLMENT OF OUR NEW STRATEGIC VISION, WE ALSO SHIFTED TO A MORE PROACTIVE AGENDA TO ENGAGE IN THE 2016 ELECTIONS. WE BEGAN OUR 2016 ELECTION INITIATIVE IN JANUARY BY COMMISSIONING QUALITATIVE AND QUANTITATIVE RESEARCH OF AMERICAN VOTERS NATIONALLY AND IN KEY BATTLEGROUND STATES. THIS RESEARCH REVEALED THE DEEP BIPARTISAN SUPPORT ENJOYED BY THE SECTOR. DRAWING ON THIS RESEARCH, WE DEVELOPED KEY MESSAGE POINTS AND SEVERAL BROAD POLICY RECOMMENDATIONS THAT WE USED TO ENGAGE DIRECTLY WITH THE DEMOCRATIC AND REPUBLICAN 2016 PRESIDENTIAL CANDIDATES AND THEIR STAFFS THROUGHOUT THE ELECTION SEASON. THE DATA AND OUR MESSAGES WERE PUBLISHED IN OUR OCTOBER 2016 REPORT, UNITED FOR CHARITY.WE RESPONDED WITH OUR PARTNERS TO NEW POLICY CHALLENGES AS THEY AROSE, INCLUDING: LEADING A CAMPAIGN TO OPPOSE A PROPOSED IRS CHANGE TO GIFT SUBSTANTIATION RULES, WHICH RESULTED IN THE IRS SUBSEQUENTLY WITHDRAWING ITS PROPOSED CHANGES; WORKING WITH THE DEPARTMENT OF LABOR TO CREATE NONPROFIT-SPECIFIC GUIDANCE FOR IMPLEMENTATION OF NEW OVERTIME REGULATIONS, INCLUDING WEBINARS HELD WITH DOL THAT WERE VIEWED BY OVER 6,000 NONPROFITS; AND PREPARING FOR COMPREHENSIVE TAX REFORM IN 2017 BY ENGAGING WITH OUR MEMBERS AND KEY TAX WRITING COMMITTEES TO EXPLORE OPPORTUNITIES FOR EXPANDING CHARITABLE GIVING INCENTIVES.IN ADDITION TO ENGAGING IN ADVOCACY ON BEHALF OF THE SECTOR, WE ALSO CONTINUED TO PROVIDE ORGANIZATIONS AND INDIVIDUALS WITH TOOLS AND STRATEGIES TO ENGAGE IN MORE EFFECTIVE ADVOCACY THEMSELVES. MORE THAN 100 ATTENDEES CONVENED AT OUR PUBLIC POLICY ACTION INSTITUTE, HELD IN CONJUNCTION WITH OUR ANNUAL CONFERENCE IN NOVEMBER 2016, TO LEARN ADVOCACY BEST PRACTICES AND DISCUSS HOW 2017 TAX REFORM EFFORTS MAY IMPACT NONPROFITS, SPECIFICALLY AROUND CHARITABLE GIVING, AS WELL AS THE IMPACT OF POLICY SUPPORTING THE 2020 CENSUS. PPAI ATTENDEES PUT THEIR NEW KNOWLEDGE TO WORK AT THE CONFERENCE, JOINING A DIVERSE COALITION OF MORE THAN 150 NONPROFIT LEADERS FOR CAPITOL HILL DAY TO EDUCATE LAWMAKERS DIRECTLY ON THE IMPACT THAT PUBLIC POLICY HAS ON THEIR ORGANIZATIONS' MISSIONS AND THE COLLECTIVE SUCCESS OF OUR SECTOR. OUR ROUTINE COALITION-BUILDING WORK CONTINUED TO INCLUDE MONTHLY LEGISLATIVE UPDATE CALLS, IN-PERSON D.C. ADVOCATES STRATEGY MEETINGS WITH CONGRESSIONAL STAFF, TAX REFORM STRATEGY GROUPS, AND PERIODIC POLICY ALERTS TO ADVANCE POLICIES CRITICAL TO THE WORK OF THE NONPROFIT SECTOR. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $719,715 | ExpenseAmt |
| Desc | LEADERSHIP FOR THE FUTURE BUILDING ON EFFORTS FIRST INITIATED IN LATE 2013 AND CULMINATING WITH A BOARD APPROVED STRATEGIC FRAMEWORK IN APRIL OF 2016, INDEPENDENT SECTOR CONTINUED ITS EFFORTS TO OPERATIONALIZE THE ORGANIZATIONAL STRATEGY. DURING 2017, IS ALSO DID CONSIDERABLE WORK TO RESTRUCTURE AND RETOOL ITS STAFF IN PURSUIT OF THE CORE STRATEGY. THE CORE STRATEGIC FRAMEWORK ARTICULATES FOUR PRIMARY DRIVERS AS THE BASIS OF THE ORGANIZATION'S WORK:COMMUNITY BUILDER: IS WILL CONTINUE TO EVOLVE FROM A "PIPELINE" TO A "PLATFORM" COMMUNITY BUILDING ORGANIZATION, GATHERING THE DIVERSE PLAYERS THAT MAKE UP THE SOCIAL SECTOR, USING SUCH OPPORTUNITIES TO BUILD RELATIONSHIPS, KNOWLEDGE, CONNECTION ACROSS SECTORS, AND ACTION-BASED LEARNING. POLICY LEADER: IS WILL DEFINE A SOLUTIONS-ORIENTED POLICY AGENDA THAT ADVANCES THE INTERESTS OF THE SECTOR, WHILE ALSO WORKING TO ENSURE THAT ORGANIZATIONS AND INDIVIDUALS ACROSS THE SECTOR ARE HIGHLY ENGAGED AND HIGHLY EFFECTIVE ADVOCATES ON PUBLIC POLICY ISSUES OF IMPORTANCE TO THE CHARITABLE SECTOR. SECTOR ENABLER: IS WILL IDENTIFY A SMALL NUMBER OF ISSUE AREAS WHERE THERE ARE STRUCTURAL OR OTHER CHALLENGES THAT IMPEDE PROGRESS IN THE SECTOR, OR OPPORTUNITIES THAT OFFER THE POTENTIAL TO SCALE IMPACT OR EXPAND THE AND "CLOUT" OF THE SECTOR. IN 2017, WE FURTHER DEVELOPED OUR "PATHWAYS" VEHICLE FOR ADVANCING SUCH INITIATIVES AND LAUNCHED A NEW EFFORT TO CO-CREATE A NATIONAL NARRATIVE ABOUT THE VALUE OUR SECTOR CREATES IN AMERICAN LIFE.21ST CENTURY ORGANIZATION: IS WILL EVOLVE ITS INTERNAL STRUCTURES, CAPABILITIES AND METHODOLOGIES TO BECOME A DATA-DRIVEN ORGANIZATION RESULTED IN, WITHDRAWING, LEARNING ORGANIZATION USING WHAT WE LEARN IN SERVICE OF OUR MISSION. DURING 2017, IS STAFF CONTINUED TO SUPPORT THE BOARD OF DIRECTORS' STRATEGIC LEADERSHIP AND OVERSIGHT OF THE ORGANIZATION. THE TEAM SUPPORTED THE CONTINUED IMPLEMENTATION OF THE ORGANIZATIONAL STRATEGY, AND HELPED ENSURE THAT THE BOARD WAS APPROPRIATELY ENGAGED AND POSITIONED TO PLAY ITS VITAL LEADERSHIP ROLE RELATIVE TO SETTING THE ORGANIZATION'S PATH TO THE FUTURE. AS A LEADER AND CHAMPION ON BEHALF OF THE NONPROFIT AND PHILANTHROPIC SECTOR, IS HAS A HIGHLY REGARDED FOR RESPONSIVENESS, AGILITY, KNOWLEDGE, AND RELIABILITY. INDEPENDENT SECTOR IS ALSO RECOGNIZED BOTH FOR ITS ROLE AND SKILL AS A NEUTRAL CONVENER, BRINGING TOGETHER SECTOR LEADERS FROM A BROAD SPECTRUM OF GROUPS AROUND SALIENT ISSUES, AND FOR ITS POLICY LEADERSHIP, MUCH OF WHICH IN 2017 WAS FOCUSED ON ADVANCING THE INTERESTS OF THE SECTOR THROUGH THE TAX REFORM PROCESS. AS IT DOES EVERY YEAR, INDEPENDENT SECTOR CONTINUES TO HONOR THE LEGACY OF ITS FOUNDER, JOHN W GARDNER, THROUGH THE AWARD OF THE JOHN W. GARDNER LEADERSHIP AWARD. THE AWARD, PRESENTED IN 2017 TO ROSEANNE HAGGERTY, PRESIDENT AND CEO OF COMMUNITY SOLUTIONS, HONORS LEADERS IN AMERICAN CIVIL SOCIETY WHO ARE UNIQUELY MODELING WHAT IT LOOKS LIKE, AND TAKES, TO IMPROVE LIVES AND THE NATURAL WORLD-THE VERY HEART OF THE IS MISSION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | DescDesc | RevenueRevenueAmt |
|---|---|---|
| $429,220 | NETWORKS AND MEMBER ENGAGEMENT - THE IS MEMBERSHIP IS A LEADERSHIP NETWORK OF OVER 400 ORGANIZATIONS REPRESENTING A CROSS-SECTION OF THE CHARITABLE COMMUNITY INCLUDING LOCAL, REGIONAL AND NATIONAL PUBLIC CHARITIES, FOUNDATIONS, CORPORATE GIVING PROGRAMS, AND OTHER ORGANIZATIONS COMMITTED TO ADVANCING THE COMMON GOOD. WE ENGAGE MEMBERS OF DIFFERENT TYPES, SIZES, MISSION AREAS, AND GEOGRAPHIES, AND INVOLVE OUR MEMBERSHIP IN ALL OF OUR EFFORTS TO STRENGTHEN THE CHARITABLE COMMUNITY. THIS INCLUDES: DEVELOPING POLICY POSITIONS AND AMPLIFYING THE VOICE OF THE CHARITABLE COMMUNITY TO THE ADMINISTRATION AND LEGISLATORS, SUPPORTING AND DEVELOPING ESTABLISHED AND EMERGING LEADERS, AND PROMOTING GOOD GOVERNANCE STANDARDS. MEMBERS ARE INFORMED THROUGH OUR DAILY AND PERIODIC COMMUNICATIONS, AND THROUGH REPORTS ON RELEVANT TOPICS PROVIDING INSIGHT INTO THE FORCES SHAPING THE CHARITABLE COMMUNITY. MEMBERS ARE ENGAGED THROUGH COMMITTEES, AD HOC GROUPS, ONLINE AND IN-PERSON EVENTS, AND AT OUR ANNUAL CONFERENCE WHERE THEY BRING THEIR THOUGHT LEADERSHIP AND EXPERTISE, AS WELL AS THEIR DESIRE TO FURTHER DEVELOP THEIR SKILLS AND KNOWLEDGE AND CONNECT WITH OTHER CHANGEMAKERS. DURING 2017, INDEPENDENT SECTOR CONTINUED TO SERVE AS THE "VITAL MEETING GROUND" FOR AMERICA'S CHANGE-MAKERS AND PROBLEM-SOLVERS, COMMITTED TO OUR FOUNDING ROLES AS A COMMUNITY BUILDER AND POLICY LEADER. IS BEGAN TO EXPAND THE WAYS IN WHICH WE ENGAGE CHANGEMAKERS AND BUILD COMMUNITY IN THE SECTOR, LAUNCHING NEW INITIATIVES IN 2017 THAT ARE HELPING ORGANIZATIONS AND INDIVIDUALS BUILD BRIDGES, IDENTIFY EVIDENCE-BASED SOLUTIONS, AND BETTER TELL THEIR STORIES. WE ALSO STRENGTHENED THE ADVOCACY VOICE OF THE SECTOR THROUGH CLOSER PARTNERSHIPS WITH OTHER INFRASTRUCTURE ORGANIZATIONS AND BY BEGINNING TO MOBILIZE GRASSROOTS ADVOCATES. TO FURTHER OUR ADVOCACY, WE HAVE ALSO BUILT A STRONGER RESEARCH BASE ON THE EFFECTS OF TAX POLICY ON CHARITABLE GIVING AND ON THE ECONOMIC IMPACT OF THE SECTOR. IN KEEPING WITH OUR FOCUS ON STRENGTHENING OUR CAPACITY FOR COMMUNITY ENGAGEMENT, THE OUR COMMON FUTURE CONFERENCE, HELD IN DETROIT IN 2017, MARKED THE TRANSITION OF OUR ANNUAL GATHERING FROM OUR TRADITIONAL "IS CONFERENCE" TO ONE THAT BETTER SERVES AS A VITAL MEETING GROUND FOR THE ENTIRE SECTOR. AT OUR COMMON FUTURE, WE ALSO ANNOUNCED UPSWELL, A NEW SOCIAL GOOD EXPERIENCE THAT WE BEGAN DESIGNING IN 2017. UPSWELL GROWS OUT OF THE TRADITION OF THE INDEPENDENT SECTOR CONFERENCE, BRINGING TOGETHER CHANGEMAKERS IN A HIGHLY INTERACTIVE EXPERIENCE WHERE THEY WILL LEARN NEW SKILLS, BUILD DEEPER RELATIONSHIPS, BE OUT IN THE COMMUNITY, AND COLLABORATE ON ACTION-ORIENTED PROJECTS. | |
| $707,983 | COMMUNICATIONS INDEPENDENT SECTOR WORKS TO COMMUNICATE THE VALUE OF THE CHARITABLE COMMUNITY TO THE MEDIA, ELECTED OFFICIALS, THE PUBLIC, AND STAFF AT PUBLIC CHARITIES AND FOUNDATIONS WHILE EDUCATING ITS MEMBERSHIP AND AUDIENCES ACROSS THE SOCIAL GOOD SPACE ON EMERGING CHALLENGES, OPPORTUNITIES, AND TRENDS. IN 2017, COVERAGE OF IS ACTIVITIES APPEARED MORE THAN 1,800 TIMES IN NATIONAL OUTLETS INCLUDING CNN MONEY, THE WASHINGTON POST, FORBES, CHICAGO TRIBUNE, NBCNEWS.COM, MASHABLE, NPR, CNBC, AND YAHOO! FINANCE. IS ALSO GARNERED VISIBILITY IN TRADE PUBLICATIONS SUCH AS THE CHRONICLE OF PHILANTHROPY, THE NONPROFIT TIMES, NONPROFIT QUARTERLY, AND STANFORD SOCIAL INNOVATION REVIEW. MEDIA REPRESENTATIVES LOOK TO IS FOR EXPERTISE ON VOLUNTEERING, ETHICS AND ACCOUNTABILITY, AND PUBLIC POLICY ISSUES, PARTICULARLY ON ISSUES OF TAX AND FISCAL POLICY AFFECTING THE CHARITABLE COMMUNITY. INDEPENDENT SECTOR CONTINUES TO SERVE AS A SOURCE OF BEST PRACTICES, STRATEGIES, AND EMERGENT TRENDS TO THE CHARITABLE COMMUNITY, AND A FORUM TO DISCUSS THEM. PRESIDENT AND CEO DAN CARDINALI SPOKE AT MORE THAN 10 HIGH-VISIBILITY EVENTS IN 2017. WE ARE ALSO CONTINUALLY IMPROVING OUR DIGITAL PRESENCE, USER EXPERIENCE, CIRCULATION OF KEY INFORMATION, AND OPPORTUNITIES FOR ENGAGEMENT. IN 2017, WE LAUNCHED A NEW INDEPENDENTSECTOR.ORG AND TWO MICROSITES: GIVING100.ORG FOR A PUBLIC POLICY CAMPAIGN, AND COMMONFUTURE17.ORG FOR OUR ANNUAL CONFERENCE. WE ALSO LAUNCHED A NEW PODCAST-100 DAYS FOR GOOD-TO CHRONICLE THE NEWS AND POLICY UPDATES RELATED TO THE NEW ADMINISTRATION IN WASHINGTON. WE ALSO GREW AUDIENCES AND ENGAGEMENT BY 11.6 PERCENT ON SOCIAL MEDIA USING TWITTER, FACEBOOK, AND LINKEDIN. ONE OF THE BIGGEST CHANGES WE IMPLEMENTED IN 2017 WAS A MORE FOCUSED APPROACH ON STORYTELLING ABOUT THE CHARITABLE COMMUNITY THROUGH OUR BLOG WITH MORE FEATURE-LENGTH STORIES. THESE STORIES, AS WELL AS PRACTICAL AND EASY-TO-CONSUME PIECES, WERE FEATURED IN OUR DAILY MEMBERSHIP NEWSLETTER, DAILY DIGEST, OUR MONTHLY STORYTELLING NEWSLETTER, COMMON GOOD(S), AND OUR WEEKLY CONFERENCE RELATED NEWSLETTER, VISIONS. | |
| $630,567 | PROGRAMS AND PRACTICE (P&P) IN 2017, INDEPENDENT SECTOR REFINED ITS KEY PROGRAMMATIC AREAS TO ENSURE THEY ALIGN WITH IS ORGANIZATIONAL DRIVERS OF COMMUNITY BUILDING AND PUBLIC POLICY. DEVELOPING A SECTOR NARRATIVE. INDEPENDENT SECTOR BEGAN DEVELOPMENT OF A NARRATIVE TO HELP CONVEY THE SECTOR'S POWER, ROLE, IMPACT IN IMPROVING AMERICAN CIVIL SOCIETY, WITH SPECIFIC FOCUS ON HOW TO REFRAME HOW THE SECTOR MUST BE RESOURCED APPROPRIATELY IN ORDER TO ENSURE ORGANIZATIONAL RESILIENCY AND ULTIMATELY, SERVE OUR COMMUNITIES. BY ENGAGING KEY STAKEHOLDERS AND IN PARTNERSHIP WITH OGILVY, A MARKETING AND PUBLIC RELATIONS COMMUNICATIONS FIRM, IS HOSTED FIVE EVENTS RANGING FROM TWO WEBINARS TO THREE STATE-LEVEL NONPROFIT ASSOCIATION KEYNOTES, AS WELL AS A WORKSHOP AT OUR COMMON FUTURE TO LISTEN TO HOW NONPROFIT PROFESSIONALS VIEW THEIR CONTRIBUTION TO CIVIL SOCIETY. THIS FEEDBACK WILL SERVE AS THE FOUNDATION FOR THE NARRATIVE MESSAGING FRAMEWORK IN 2018. OUR SHARED DEMOCRACY. IN PARTNERSHIP WITH THE FETZER INSTITUTE, WE HOSTED A SERIES OF DINNER CONVERSATIONS ACROSS MICHIGAN TO PROVIDE SPACE FOR LEADERS TO EXPLORE THE INNER VALUES THAT SHAPE THEIR OUTER WORK IN THEIR COMMUNITY AND TO REFLECT ON HOW THIS CONNECTION CONTRIBUTES TO A THRIVING, HEALTHY, AND LOCAL DEMOCRACY. WE HOSTED FIVE DINNERS IN COMMUNITIES ACROSS THE STATE, AND A SERIES OF DINNERS AT "OUR COMMON FUTURE" CONFERENCE IN DETROIT. IS AND THE FETZER INSTITUTE CO-DESIGNED A CONVERSATION GUIDE FOR THE DINNERS, DEVELOPED IN PARTNERSHIP WITH LOCAL AND STATE INSTITUTIONS IN MICHIGAN. NGEN: IS CONTINUED THE AMERICAN EXPRESS NGEN FELLOWS PROGRAM, A YEAR-LONG FELLOWSHIP FOR 12 NONPROFIT AND PHILANTHROPIC LEADERS AGE 40 AND UNDER TO STRENGTHEN THEIR CAPACITY TO ADDRESS SOCIETY'S TOUGHEST CHALLENGES. SINCE ITS INCEPTION, THE FELLOWS ALUMNI PROGRAM HAS GROWN TO NEARLY 100 FORMER FELLOWS WITH A DIVERSE RANGE OF POSITIONS AND SPECIALTIES IN ADDRESSING SOCIAL CHANGE. IN ADDITION, WE CONTINUED TO RECOGNIZE ONE HIGHLY ACCOMPLISHED SECTOR LEADER WHO HAS ALREADY DEMONSTRATED SIGNIFICANT IMPACT IN ADDRESSING SOCIETY'S CRITICAL NEEDS AS PART OF THE AMERICAN EXPRESS NGEN LEADERSHIP AWARD. TO DATE WE HAVE IDENTIFIED MORE THAN 35 FINALISTS WITH DISTINCT SOCIAL IMPACT AND HONORED EIGHT RECIPIENTS. ETHICS AND ACCOUNTABILITY: IN 2017, IS CONTINUED TO PROMOTE THE 'PRINCIPLES FOR GOOD GOVERNANCE AND ETHICAL PRACTICE'. SINCE ITS RELEASE IN FEBRUARY 2015, THE IS PRINCIPLES HAVE BEEN BROADLY DISSEMINATED ACROSS THE CHARITABLE SECTOR. IN 2017, THE PRINCIPLES WEBSITE LANDING PAGE (WWW.PRINCIPLESFORGOOD.COM) HAS AVERAGED NEARLY 3,500 PAGE VIEWS MONTHLY. IS BROUGHT THE PRINCIPLES TO NEW AUDIENCES THROUGH A SERIES OF ONLINE AND IN PERSON EDUCATIONAL EVENTS. IS PRESENTED THREE DIGITAL LEARNING EVENTS ON BOARD GOVERNANCE, CHARITABLE SOLICITATION LAWS, AND FINANCIAL OVERSIGHT. IS STAFF ALSO SPOKE AT THREE SECTOR CONFERENCES IN 2017, INCLUDING THE INSTITUTE FOR CORPORATE SOCIAL RESPONSIBILITY, THE YOUNG NONPROFIT PROFESSIONALS NETWORK ANNUAL CONFERENCE, AND THE GREATER WASHINGTON SOCIETY OF CPA'S NONPROFIT SYMPOSIUM. | $4,957 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,767,770 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $4,957 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,948,636 | 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 | 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 | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | 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 | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 51 | 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 | 0 | QuidProQuoContributionsInd |
| 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | 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 | Yes (1) | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| 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 | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | 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 | CAROLYN MOLLEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024676100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1602 L STREET NW NO 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| NEIL J NICOLL | ||||||||
| CHAIR, DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEVEN J MCCORMICK | ||||||||
| VICE-CHAIR, DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JIM GIBBONS | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SANDRA L VARGAS | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BARBARA R ARNWINE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRED BLACKWELL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY L BRADACH | ||||||||
| AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHY CALVIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SONYA CAMPION | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTONY CHIANG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RON KAGAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SARAH KASTELIC | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LARRY KRAMER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT L LYNCH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRY MAZANY | ||||||||
| AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY J MCCLIMON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANE MELLEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HENRY TIMMS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DARREN WALKER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL J CARDINALI | ||||||||
| CEO | 38.00 | Yes (X) | $523,882 | $0 | $37,168 | |||
| VICTOR REINOSO | ||||||||
| COO | 38.00 | Yes (X) | $246,708 | $0 | $9,560 | |||
| CAROLYN MOLLEN | ||||||||
| CFO | 38.00 | Yes (X) | $203,002 | $0 | $11,329 | |||
| JEFF MOORE | ||||||||
| CSO | 38.00 | Yes (X) | $208,061 | $0 | $32,120 | |||
| BARRY GOODINSON | ||||||||
| VP | 38.00 | $166,492 | $0 | $12,843 | Yes (X) | |||
| ROBERT JONES | ||||||||
| VP | 38.00 | $156,761 | $0 | $9,254 | Yes (X) | |||
| DANIELLE MAXWELL | ||||||||
| DIR. TALENT & ADMINISTRATION | 38.00 | $130,063 | $0 | $19,459 | Yes (X) | |||
| LIZ CULKIN | ||||||||
| DIR. CONFERENCE & EVENT MANAGEMENT | 38.00 | $119,662 | $0 | $21,766 | Yes (X) | |||
| CHIRSTIAN CLANSKY | ||||||||
| DIR. MARKETING AND DIGITAL STRATEGY | 38.00 | $117,223 | $0 | $14,065 | Yes (X) | |||
| MATT PERDONI | ||||||||
| COUNSEL & DIR. BUSINESS DEVEL. | 38.00 | $112,656 | $0 | $8,622 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,984,510 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $176,186 | 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 (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DETROIT MARRIOTT AT THE RENAISSANCE CENT | |||||
| RENAISSANCE CENTER | DETROIT | MT | 48243 | HOTEL SERVICES | $219,358 |
| WASHINGTON COUNCIL E&Y | |||||
| 1001 PENNSYLVANIA AVE NW 601 | WASHINGTON | DC | 20004 | LEGAL CONSULTING | $210,000 |
| OSI BEYOND LLC | |||||
| 4833 RUGBY AVENUE SUITE 400 | BETHESDA | MD | 20814 | TECHNOLOGY SERVICES | $115,186 |
| ELLIOTT BAY | |||||
| 3708 SW AUSTIN STREET | SEATTLE | WA | 98126 | DESIGN PRODUCTION | $100,739 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,062,990 | MembershipDuesAmt |
| All Other Contributions | $8,148,642 | AllOtherContributionsAmt |
| Noncash Contributions | $18,050 | NoncashContributionsAmt |
| Total Contributions | $10,211,632 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CONFERENCE FEES | 900004 | $690,999 | $597,700 | $93,299 |
| PUBLICATION SALES | 900099 | $4,957 | $4,957 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $695,956 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $126,402 | TotalRevenueColumnAmt |
| Exclusion | $126,402 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,210 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $24,210 | UnrelatedBusinessRevenueAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,351,929 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,534,582 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$182,653 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$182,653 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$80,294 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$102,359 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $774,556 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $538,729 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $235,827 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $235,827 | TotalRevenueColumnAmt |
| Exclusion | $235,827 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| SUBLEASE INCOME | 900099 | $86,868 | $86,868 | |
| PARKING SERVICES | 812930 | $52,878 | $52,878 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $139,746 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,251,120 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $602,657 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$3,206 | UnrelatedBusinessRevenueAmt |
| Exclusion | $440,037 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,462,619 | TotalAmt |
| Program Services | $714,900 | ProgramServicesAmt |
| Management And General | $583,981 | ManagementAndGeneralAmt |
| Fundraising | $163,738 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,630,039 | TotalAmt |
| Program Services | $1,285,513 | ProgramServicesAmt |
| Management And General | $1,050,097 | ManagementAndGeneralAmt |
| Fundraising | $294,429 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,408 | TotalAmt |
| Program Services | $74,983 | ProgramServicesAmt |
| Management And General | $61,251 | ManagementAndGeneralAmt |
| Fundraising | $17,174 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,455 | TotalAmt |
| Program Services | $99,445 | ProgramServicesAmt |
| Management And General | $81,235 | ManagementAndGeneralAmt |
| Fundraising | $22,775 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,684 | TotalAmt |
| Program Services | $126,440 | ProgramServicesAmt |
| Management And General | $103,285 | ManagementAndGeneralAmt |
| Fundraising | $28,959 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,350 | TotalAmt |
| Management And General | $48,350 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,087 | TotalAmt |
| Management And General | $43,087 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,028 | TotalAmt |
| Management And General | $30,028 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,109,412 | TotalAmt |
| Program Services | $890,931 | ProgramServicesAmt |
| Management And General | $205,041 | ManagementAndGeneralAmt |
| Fundraising | $13,440 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,447 | TotalAmt |
| Program Services | $22,447 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,885 | TotalAmt |
| Program Services | $74,890 | ProgramServicesAmt |
| Management And General | $279,137 | ManagementAndGeneralAmt |
| Fundraising | $2,858 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,928 | TotalAmt |
| Program Services | $37,464 | ProgramServicesAmt |
| Management And General | $37,464 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,075,212 | TotalAmt |
| Program Services | $615,897 | ProgramServicesAmt |
| Management And General | $378,932 | ManagementAndGeneralAmt |
| Fundraising | $80,383 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,019 | TotalAmt |
| Program Services | $273,398 | ProgramServicesAmt |
| Management And General | $18,931 | ManagementAndGeneralAmt |
| Fundraising | $7,690 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $588,678 | TotalAmt |
| Program Services | $536,442 | ProgramServicesAmt |
| Management And General | $37,146 | ManagementAndGeneralAmt |
| Fundraising | $15,090 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,779 | TotalAmt |
| Management And General | $231,779 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,514 | TotalAmt |
| Management And General | $14,514 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| IN-KIND EXPENSES | $18,050 | $18,050 | ||
| ALLOCATED OVERHEAD | $0 | $1,177,836 | -$1,337,547 | $159,711 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,621,594 | TotalAmt |
| Program Services | $5,948,636 | ProgramServicesAmt |
| Management And General | $1,866,711 | ManagementAndGeneralAmt |
| Fundraising | $806,247 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $619,275 | BOYAmt |
| EOY | $277,608 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $646,932 | BOYAmt |
| EOY | $2,578,278 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $847,204 | BOYAmt |
| EOY | $2,433,060 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,805 | BOYAmt |
| EOY | $183,015 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,834 | BOYAmt |
| EOY | $109,016 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $37,130,915 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,908,826 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,192,686 | BOYAmt |
| EOY | $27,222,089 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,403,509 | BOYAmt |
| EOY | $8,450,506 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $851,395 | BOYAmt |
| EOY | $916,284 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,778,640 | BOYAmt |
| EOY | $42,169,856 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,063,708 | BOYAmt |
| EOY | $1,007,023 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,850 | BOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,248,107 | BOYAmt |
| EOY | $9,915,599 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,625,000 | BOYAmt |
| EOY | $1,375,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,651 | BOYAmt |
| EOY | $172,106 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,146,316 | BOYAmt |
| EOY | $12,469,728 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,392,623 | BOYAmt |
| EOY | $26,380,332 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,239,701 | BOYAmt |
| EOY | $3,319,796 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,632,324 | BOYAmt |
| EOY | $29,700,128 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,778,640 | BOYAmt |
| EOY | $42,169,856 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,629,526 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $438,278 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | $6,535,206 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,482,486 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,420,635 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,146,702 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,211,632 | CurrentTaxYearAmt |
| Total | $37,796,661 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,535,206 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,482,486 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,420,635 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,146,702 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,211,632 | CurrentTaxYearAmt |
| Total | $37,796,661 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,371,871 | SubstantialContributorsTotAmt |
| Public Support Total170 | $33,424,790 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $964,742 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,070,771 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,303,958 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,127,031 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $970,891 | CurrentTaxYearAmt |
| Total | $5,437,393 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $43,234,054 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,075,239 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77310 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73960 | 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 Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $43,011 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $43,011 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,682,623 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,725,634 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $536,282 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $134,071 | 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 | $561,504 | CurrentYearMinus3Amt |
| Current Year Minus2 | $699,667 | CurrentYearMinus2Amt |
| Current Year Minus1 | $673,493 | CurrentYearMinus1Amt |
| Current Year | $536,282 | CurrentYearAmt |
| Total | $2,470,946 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,706,419 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $7,260 | CurrentYearMinus3Amt |
| Current Year Minus2 | $23,762 | CurrentYearMinus2Amt |
| Current Year Minus1 | $33,216 | CurrentYearMinus1Amt |
| Current Year | $43,011 | CurrentYearAmt |
| Total | $107,249 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $140,376 | CurrentYearMinus3Amt |
| Current Year Minus2 | $174,917 | CurrentYearMinus2Amt |
| Current Year Minus1 | $168,373 | CurrentYearMinus1Amt |
| Current Year | $134,071 | CurrentYearAmt |
| Total | $617,737 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $926,606 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,612,008 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $779,979 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $210,347 | OtherExpendituresAmt |
| End Year Balance | $7,181,640 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,358,065 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $416,003 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $162,060 | OtherExpendituresAmt |
| End Year Balance | $6,612,008 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,521,437 | BeginningYearBalanceAmt |
| Contributions | $1,999,216 | ContributionsAmt |
| Investment Earnings Or Losses | -$32,393 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $130,195 | OtherExpendituresAmt |
| End Year Balance | $6,358,065 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,500,000 | BeginningYearBalanceAmt |
| Contributions | $2,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $168,829 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $147,392 | OtherExpendituresAmt |
| End Year Balance | $4,521,437 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,000,000 | BeginningYearBalanceAmt |
| Other Expenditures | $2,500,000 | OtherExpendituresAmt |
| End Year Balance | $2,500,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,391,820 | OtherCostOrOtherBasisAmt |
| Book Value | $5,391,820 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,729,411 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,626,488 | DepreciationAmt |
| Book Value | $20,102,923 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,459,510 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,255,318 | DepreciationAmt |
| Book Value | $1,204,192 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,550,174 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,027,020 | DepreciationAmt |
| Book Value | $523,154 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $27,222,089 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS HELD IN ESCROW | $117,001 |
| DEFERRED RENT | $55,105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $172,106 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,229,262 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $438,278 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $58,160 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $496,438 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,732,824 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$1,481,704 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,481,704 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,251,120 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,161,458 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $58,160 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,481,704 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,539,864 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,621,594 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,621,594 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE UNRESTRICTED NET ASSETS OF INDEPENDENT SECTOR ARE REPORTED AS UNDESIGNATED AND BOARD DESIGNATED NET ASSETS. UNRESTRICTED NET ASSETS REPRESENT THE PORTION OF EXPENDABLE FUNDS THAT IS AVAILABLE TO SUPPORT THE OPERATIONS OF INDEPENDENT SECTOR, WHILE BOARD DESIGNATED NET ASSETS REPRESENT A PORTION OF UNRESTRICTED NET ASSETS FOR DESIGNATED PURPOSES AND CONSISTS OF A SHORT TERM BUILDING OPERATING FUND AND A LONG TERM RESERVE FUND WHICH WAS CREATED TO ESTABLISH A CORPUS FOR WHICH INVESTMENT INCOME WILL BE USED FOR GENERAL OPERATIONS. AS OF DECEMBER 31, 2017, BOARD DESIGNATED NET ASSETS INCLUDED $500,000 IN THE SHORT TERM BUILDING OPERATING FUND AND $6,681,640 IN THE LONG TERM RESERVE FUND. |
| PART X, LINE 2: | UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, INDEPENDENT SECTOR IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. FOR THE YEAR ENDED DECEMBER 31, 2017, NO PROVISION FOR INCOME TAXES WAS REQUIRED, AS INDEPENDENT SECTOR HAD NO UNRELATED BUSINESS TAX LIABILITY. LLC IS A SINGLE MEMBER LIMITED LIABILITY COMPANY THAT HAS ELECTED TO BE TREATED AS A DISREGARDED ENTITY. AS SUCH, LLC IS NOT SUBJECT TO FEDERAL INCOME TAX, BUT RATHER, ITS INCOME OR LOSS INURES TO INDEPENDENT SECTOR. LLC IS SUBJECT TO THE DISTRICT OF COLUMBIA BUSINESS FRANCHISE TAX. THERE WAS NO TAX PROVISION NECESSARY TO BE ACCRUED AS OF DECEMBER 31, 2017. THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (FASB ASC TOPIC 740-10) ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2014. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED ON LINE 6B -1,534,582. PARKING SERVICE REVENUE REPORTED ON LINE 11 52,878. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED ON LINE 6B 1,534,582. PARKING SERVICE REVENUE REPORTED ON LINE 11 -52,878. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL J CARDINALI | ||||||||||||||
| CEO | $522,571 | $0 | $0 | $0 | $1,311 | $0 | $27,461 | $0 | $12,026 | $0 | $563,369 | $0 | $0 | $0 |
| VICTOR REINOSO | ||||||||||||||
| COO | $246,361 | $0 | $0 | $0 | $347 | $0 | $7,615 | $0 | $8,192 | $0 | $262,515 | $0 | $0 | $0 |
| CAROLYN MOLLEN | ||||||||||||||
| CFO | $202,863 | $0 | $0 | $0 | $139 | $0 | $1,636 | $0 | $11,426 | $0 | $216,064 | $0 | $0 | $0 |
| JEFF MOORE | ||||||||||||||
| CSO | $207,419 | $0 | $0 | $0 | $642 | $0 | $13,817 | $0 | $21,096 | $0 | $242,974 | $0 | $0 | $0 |
| BARRY GOODINSON | ||||||||||||||
| VP | $165,897 | $0 | $0 | $0 | $595 | $0 | $0 | $0 | $14,205 | $0 | $180,697 | $0 | $0 | $0 |
| ROBERT JONES | ||||||||||||||
| VP | $156,443 | $0 | $0 | $0 | $318 | $0 | $0 | $0 | $10,271 | $0 | $167,032 | $0 | $0 | $0 |
| DANIELLE MAXWELL | ||||||||||||||
| DIR. TALENT & ADMINISTRATION | $129,963 | $0 | $0 | $0 | $100 | $0 | $10,046 | $0 | $11,079 | $0 | $151,188 | $0 | $0 | $0 |
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 | DISTRICT OF COLUMBIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 566001131 | BondIssuerEIN |
| Bond Issued | 2013-06-04 | BondIssuedDt |
| Issue Price | $11,600,000 | IssuePriceAmt |
| Purpose | TO REFINANCE PURCHASE OF HEADQUARTERS BUILDING | 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 | $1,545,636 | RetiredAmt |
| Total Proceeds | $11,600,000 | TotalProceedsAmt |
| Other Spent Proceeds | $11,600,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2013 | 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 | Yes (1) | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | 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 | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | IS HAS MEMBERS THAT HELP SUPPORT THE MISSION OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THERE IS ONLY ONE CLASS OF VOTING MEMBERS. THE MEMBERSHIP HAVE THE AUTHORITY TO ELECT DIRECTORS OF THE ORGANIZATION OTHER THAN THE PRESIDENT. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBERSHIP HAVE THE AUTHORITY TO APPROVE CHANGES IN THE ARTICLES OF INCORPORATION AND BY-LAWS, MEMBERSHIP DUES AND/OR DUES ASSESSMENT METHODOLOGY, MEMBERSHIP ELIGIBILITY CRITERIA, AFFIRM MAJOR POLICIES AND LEGISLATIVE ACTIONS BY THE BOARD, AS APPROPRIATE, AND ADOPT RESOLUTIONS ON NATIONAL ISSUES OF CONCERNS TO THE MEMBERSHIP, AS APPROPRIATE. |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING, THE FORM 990 IS PRESENTED TO INDEPENDENT SECTOR'S AUDIT COMMITTEE FOR REVIEW. THE CHIEF FINANCIAL OFFICER ALSO REVIEWS THE FORM 990 IN DETAIL WITH THE PRESIDENT AND CHIEF EXECUTIVE OFFICER PRIOR TO OBTAINING THE CEO'S SIGNATURE ON THE DOCUMENT. THE FORM 990 IS ALSO PRESENTED TO THE FULL BOARD OF DIRECTORS FOR REVIEW IN ADVANCE OF FILING. IT IS DISTRIBUTED IN ADVANCE OF THE BOARD MEETING IN ORDER TO ENSURE THAT DIRECTORS HAVE THE OPPORTUNITY FOR A MEANINGFUL REVIEW AND TO ALLOW ALL DIRECTORS THE OPPORTUNITY TO GAIN A FULL UNDERSTANDING OF THE DOCUMENT BEFORE IT IS FILED. INDEPENDENT SECTOR'S AUDITORS PARTICIPATE IN THE BOARD MEETING IN ORDER TO RESPOND TO ANY QUESTIONS THAT DIRECTORS MAY HAVE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR, BOARD MEMBERS ARE ASKED TO REVIEW INDEPENDENT SECTOR'S CONFLICT OF INTEREST POLICY AND TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. AMONG OTHER THINGS, THE POLICY MAKES CLEAR THAT ALL DECISIONS OF THE BOARD, OFFICERS AND EMPLOYEES OF INDEPENDENT SECTOR ARE TO BE MADE SOLELY ON THE BASIS OF A DESIRE TO PROMOTE THE BEST INTERESTS OF THE ORGANIZATION AND THE PUBLIC GOOD. THE DISCLOSURE STATEMENT, IN TURN, REQUESTS THAT DIRECTORS IDENTIFY, TO THE BEST OF THEIR KNOWLEDGE, AFFILIATIONS WITH ORGANIZATIONS THAT MAY BE POTENTIALLY RELATED TO THE FINANCIAL OR OTHER SUBSTANTIVE OPERATIONS OF INDEPENDENT SECTOR. THEY ARE ALSO ASKED TO IDENTIFY CIRCUMSTANCES INVOLVING EITHER THEMSELVES, OR A MEMBER OF THEIR EXTENDED FAMILY, THAT MAY BE CONSTRUED AS A CONFLICT OF INTEREST. IF SUCH CIRCUMSTANCE SHOULD ARISE SUBSEQUENT TO SUBMITTING THE DISCLOSURE STATEMENT, THE POLICY SETS FORTH AN ONGOING DISCLOSURE REQUIREMENT. AT THE STAFF LEVEL, INDEPENDENT SECTOR PERSONNEL ALSO ENSURE THAT THERE ARE NO CONFLICTS OF INTEREST WHEN CONSIDERING ENGAGEMENT OF A NEW VENDOR. IF A POTENTIAL CONFLICT IS IDENTIFIED, APPROPRIATE STEPS ARE TAKEN BOTH TO ASSESS THE NATURE OF THE POTENTIAL CONFLICT AND, SUBSEQUENTLY, TO ENSURE THAT THE POSSIBILITY OF AN ACTUAL CONFLICT IS MITIGATED. SUCH MITIGATION MAY BE ACHIEVED THROUGH THE RECUSAL OR FIREWALLING OF THE INDIVIDUAL IN QUESTION, THUS ENSURING THAT THE CONFLICT IS MANAGED AND THE LETTER AND SPIRIT OF THE CONFLICTS POLICY ARE UPHELD. IN ADDITION, WE NOTE THAT DURING THE ANNUAL AUDIT STAFF IDENTIFY AND DISCLOSE TO AUDITORS ALL KNOWN CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15A | APART FROM THE ORGANIZATION'S PRESIDENT AND CHIEF EXECUTIVE OFFICER, INDEPENDENT SECTOR'S BOARD OFFICERS (CHAIR, VICE CHAIR, SECRETARY, AND TREASURER) DO NOT RECEIVE COMPENSATION FROM THE ORGANIZATION. AN ANNUAL COMPENSATION REVIEW PROCESS FOR THE CEO TAKES PLACE UNDER THE LEADERSHIP OF THE BOARD CHAIR AND EXECUTIVE COMMITTEE. AN OUTSIDE CONSULTANT IS RETAINED OR SALARY SURVEYS AND 990S ARE REVIEWED TO PROVIDE INDUSTRY COMPARABLE SALARY DATA. AN INTERMEDIATE SANCTIONS ANALYSIS AND RELATED DOCUMENTATION ARE ALSO COMPLETED. THE EXECUTIVE COMMITTEE HAS RESPONSIBILITY FOR MAKING FINAL RECOMMENDATIONS TO THE FULL BOARD OF DIRECTORS REGARDING THE PRESIDENT'S PERFORMANCE EVALUATION AND COMPENSATION. THE BOARD OF DIRECTORS MAKES A FINAL DETERMINATION WITH REGARD TO THESE MATTERS. WITH REGARD TO STAFF COMPENSATION, THE PRESIDENT AND CEO, VICE PRESIDENTS, AND APPROPRIATE STAFF MANAGERS ALSO COMPLETE ANNUAL PERFORMANCE EVALUATIONS. FOR ALL STAFF OTHER THAN THE PRESIDENT AND CEO, IS UTILIZES INDUSTRY COMPARABLE DATA IN MAKING DETERMINATIONS REGARDING THE RANGE OF SALARIES. THE PRESIDENT AND CEO MAKES ALL FINAL DETERMINATIONS RELATIVE TO STAFF COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | INDEPENDENT SECTOR'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC. THE ANNUAL AUDIT, 990 AND 990T, BOARD OF DIRECTORS LIST, AND IS POLICIES (CONFLICT OF INTEREST, FINANCIAL RESPONSIBILITY, GIFTS AND ENTERTAINMENT, RECORDS RETENTION AND TRAVEL) ARE ALL AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE (WWW.INDEPENDENTSECTOR.ORG). |
| FORM 990, PART IX, LINE 11G | INDEPENDENT CONTRACTOR: PROGRAM SERVICE EXPENSES 31,384. MANAGEMENT AND GENERAL EXPENSES 7,223. FUNDRAISING EXPENSES 473. TOTAL EXPENSES 39,080. CONSULTANT: PROGRAM SERVICE EXPENSES 651,954. MANAGEMENT AND GENERAL EXPENSES 150,042. FUNDRAISING EXPENSES 9,835. TOTAL EXPENSES 811,831. LEGISLATIVE ASSISANCE: PROGRAM SERVICE EXPENSES 168,644. MANAGEMENT AND GENERAL EXPENSES 38,812. FUNDRAISING EXPENSES 2,544. TOTAL EXPENSES 210,000. SPEAKERS, SERVICE BUREAUS, AND OTHER: PROGRAM SERVICE EXPENSES 38,949. MANAGEMENT AND GENERAL EXPENSES 8,964. FUNDRAISING EXPENSES 588. TOTAL EXPENSES 48,501. |
| FORM 990, PAGE 6, PART VI, LINE 1 AND PAGE 7, PART VII, VOTING MEMBERS | THE NUMBER OF VOTING MEMBERS SHOWN IN PART VI SECTION A LINE 1 DIFFERS FROM THE NUMBER OF DIRECTORS LISTED IN PART VII BECAUSE BOARD MEMBERS ARE INCLUDED IN PART VII IF THEY SERVED ON THE BOARD AT ANY TIME DURING 2016. INDEPENDENT SECTOR'S BOARD TERM BEGINS AT THE ANNUAL BUSINESS MEETING HELD DURING THE IS ANNUAL CONFERENCE IN THE FALL. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1620 IS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1602 L STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 543219877 | EIN |
| Primary Activities | BUILDING MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Total Income | $2,451,929 | TotalIncomeAmt |
| End Of Year Assets | $38,511,367 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT SECTOR | BusinessNameLine1Txt |
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