BETA

INSTITUTE FOR GLOBAL ETHICS: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
INSTITUTE FOR GLOBAL ETHICS (EIN 22-3061144)
Tax period
2016-06-01 to 2017-05-31
Filed
2018-04-14
IRS object ID
201821049349300212
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-04-14T13:27:03-05:00ReturnTs
Tax Period End2017-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390974031PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEGNER CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12110 LUANN LNAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537133074ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223061144EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INSTITUTE FOR GLOBAL ETHICSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINSTBusinessNameControlTxt
Phone6088411818PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16824 UNIVERSITY AVEAddressLine1Txt
CityMIDDLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP535622766ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANTHONY GRAYPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone6088411818PhoneNum
Signature2018-04-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGLENN MILLER CPAPreparerPersonNm
PTINP00086726PTIN
Phone6082744020PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address97.91.110.18IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-04-13IPDt
IP Tm12:55:30IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD84DA3AD91263C9C6F93876820AC898631768A5DAtSubmissionCreationDeviceId
At Submission Filing Device Id38ADCCD4451C13DD10062D258D4F13D8E82D36F2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerANTHONY GRAYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16824 UNIVERSITY AVEAddressLine1Txt
CityMIDDLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP535622766ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$631,732GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.GLOBALETHICS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1990FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionINSTITUTE FOR GLOBAL ETHICS PROVIDES PRACTICAL TOOLS TO BUILD ETHICAL FITNESS AND CULTURES OF INTEGRITY AT HOME, AT SCHOOL, IN THE WORKPLACE, AND IN SOCIETY.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers6TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$352,004PYContributionsGrantsAmt
CY Contributions Grants$496,748CYContributionsGrantsAmt
PY Program Service Revenue$165,501PYProgramServiceRevenueAmt
CY Program Service Revenue$131,731CYProgramServiceRevenueAmt
PY Investment Income$12,566PYInvestmentIncomeAmt
CY Investment Income$3,253CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$530,071PYTotalRevenueAmt
CY Total Revenue$631,732CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$442,040PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$387,719CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$143,106CYTotalFundraisingExpenseAmt
PY Other Expenses$227,504PYOtherExpensesAmt
CY Other Expenses$232,360CYOtherExpensesAmt
PY Total Expenses$669,544PYTotalExpensesAmt
CY Total Expenses$620,079CYTotalExpensesAmt
PY Revenues Less Expenses-$139,473PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$11,653CYRevenuesLessExpensesAmt
Total Assets BOY$733,270TotalAssetsBOYAmt
Total Assets EOY$686,694TotalAssetsEOYAmt
Total Liabilities BOY$223,118TotalLiabilitiesBOYAmt
Total Liabilities EOY$151,783TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$510,152NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$534,911NetAssetsOrFundBalancesEOYAmt
MissionINSTITUTE FOR GLOBAL ETHICS PROVIDES PRACTICAL TOOLS TO BUILD ETHICAL FITNESS AND CULTURES OF INTEGRITY AT HOME, AT SCHOOL, IN THE WORKPLACE, AND IN SOCIETY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$280,501ExpenseAmt
Revenue$131,731RevenueAmt
DescTHE INSTITUTE FOR GLOBAL ETHICS PROVIDED ETHICAL TRAINING AND CODE OF CONDUCT BUILDING FOR CORPORATIONS, GOVERNMENTS, MUNICIPALITIES, THE MILITARY, PROFESSIONAL ASSOCIATIONS, AND SCHOOLS AND UNIVERSITIES. ADDITIONALLY, THE ORGANIZATION PROVIDED EXPERT KEYNOTE AND SEMINAR SERVICES FOR CORPORATIONS, SCHOOLS, AND GOVERNMENTS, WHILE ETHICS NEWLINE PROVIDED AN ONLINE DIGEST OF ETHICS-BASED CURRENT EVENTS AND EDITORIAL COMMENTARY TO THOUSANDS OF SUBSCRIBERS AROUND THE WORLD.Desc
Total Program Service Expenses$280,501TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee5EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonANTHONY GRAYPersonNm
Phone6088411818PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 E DOTY ST STE 825AddressLine1Txt
CityMIDDLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP535622766ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ANTHONY GRAY
PRESIDENT/CEO40.00Yes (X)Yes (X)$235,620$0$30,183
MARC POLAND
CHAIRMAN2.00Yes (X)Yes (X)$0$0$0
PAUL MCAULIFFE
TREASURER2.00Yes (X)Yes (X)$0$0$0
STEVE KOSLOW
SECRETARY2.00Yes (X)Yes (X)$0$0$0
HERMAN BAUMANN
DIRECTOR1.00Yes (X)$0$0$0
ANNE KIDDER
DIRECTOR1.00Yes (X)$0$0$0
DEBORAH STECKLER
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$235,620TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$30,183TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$496,748AllOtherContributionsAmt
Total Contributions$496,748TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
LICENSING AND ROYALTIE611710$66,073$66,073
SEMINARS, TALKS, AND T611710$65,658$65,658
FieldValueIRS element (for citing)
Total Program Service Revenue$131,731TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,253TotalRevenueColumnAmt
Exclusion$3,253ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$631,732TotalRevenueColumnAmt
Related Or Exempt Func Income$131,731RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,253ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$265,803TotalAmt
Program Services$132,902ProgramServicesAmt
Management And General$66,451ManagementAndGeneralAmt
Fundraising$66,450FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$76,788TotalAmt
Program Services$38,394ProgramServicesAmt
Management And General$19,197ManagementAndGeneralAmt
Fundraising$19,197FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$7,260TotalAmt
Program Services$3,630ProgramServicesAmt
Management And General$1,815ManagementAndGeneralAmt
Fundraising$1,815FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$8,984TotalAmt
Program Services$4,491ProgramServicesAmt
Management And General$2,246ManagementAndGeneralAmt
Fundraising$2,247FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$28,884TotalAmt
Program Services$12,160ProgramServicesAmt
Management And General$10,644ManagementAndGeneralAmt
Fundraising$6,080FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$5,143TotalAmt
Management And General$5,143ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$25,509TotalAmt
Management And General$25,509ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,294TotalAmt
Management And General$1,294ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$90TotalAmt
Program Services$90ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$9,338TotalAmt
Program Services$4,669ProgramServicesAmt
Fundraising$4,669FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$49,214TotalAmt
Program Services$20,771ProgramServicesAmt
Management And General$17,492ManagementAndGeneralAmt
Fundraising$10,951FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,332TotalAmt
Program Services$666ProgramServicesAmt
Management And General$333ManagementAndGeneralAmt
Fundraising$333FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$28,945TotalAmt
Program Services$14,473ProgramServicesAmt
Management And General$7,236ManagementAndGeneralAmt
Fundraising$7,236FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$83,319TotalAmt
Program Services$41,659ProgramServicesAmt
Management And General$20,830ManagementAndGeneralAmt
Fundraising$20,830FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$12,368TotalAmt
Program Services$6,184ProgramServicesAmt
Management And General$3,092ManagementAndGeneralAmt
Fundraising$3,092FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$3,990TotalAmt
Management And General$3,990ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$824TotalAmt
Program Services$412ProgramServicesAmt
Management And General$206ManagementAndGeneralAmt
Fundraising$206FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,545TotalAmt
Management And General$8,545ManagementAndGeneralAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,449TotalAmt
Management And General$2,449ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$620,079TotalAmt
Program Services$280,501ProgramServicesAmt
Management And General$196,472ManagementAndGeneralAmt
Fundraising$143,106FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$103,302BOYAmt
EOY$327,923EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$101,045EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$200,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$13,155BOYAmt
EOY$50,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,394BOYAmt
EOY$6,293EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,121LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,688LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,257BOYAmt
EOY$1,433EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$610,162BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$733,270BOYAmt
EOY$686,694EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$118,086BOYAmt
EOY$58,316EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$10,000BOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$95,032BOYAmt
EOY$93,467EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$223,118BOYAmt
EOY$151,783EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$153,923BOYAmt
EOY$534,911EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$664,075BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$510,152BOYAmt
EOY$534,911EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$733,270BOYAmt
EOY$686,694EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$11,653ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$13,106NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$661,706CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$618,567CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$440,728CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$352,004CurrentTaxYearMinus1YearAmt
Current Tax Year$496,748CurrentTaxYearAmt
Total$2,569,753TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$661,706CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$618,567CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$440,728CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$352,004CurrentTaxYearMinus1YearAmt
Current Tax Year$496,748CurrentTaxYearAmt
Total$2,569,753TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,734,757SubstantialContributorsTotAmt
Public Support Total170$834,996PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,267CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,874CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,099CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,566CurrentTaxYearMinus1YearAmt
Current Tax Year$3,253CurrentTaxYearAmt
Total$66,059TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$865CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$49CurrentTaxYearMinus3YearsAmt
Total$914TotalAmt
FieldValueIRS element (for citing)
Total Support$2,636,726TotalSupportAmt
Gross Receipts Rltd Activities$1,051,671GrossReceiptsRltdActivitiesAmt
Public Support CY1700.31670PublicSupportCY170Pct
Public Support PY1700.40220PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests PY170Yes (X)ThirtyThrPctSuprtTestsPY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$610,162BeginningYearBalanceAmt
Investment Earnings Or Losses$16,167InvestmentEarningsOrLossesAmt
Other Expenditures$625,035OtherExpendituresAmt
Administrative Expenses$1,294AdministrativeExpensesAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$684,242BeginningYearBalanceAmt
Investment Earnings Or Losses-$18,694InvestmentEarningsOrLossesAmt
Other Expenditures$48,902OtherExpendituresAmt
Administrative Expenses$6,484AdministrativeExpensesAmt
End Year Balance$610,162EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$720,940BeginningYearBalanceAmt
Investment Earnings Or Losses$34,951InvestmentEarningsOrLossesAmt
Other Expenditures$64,474OtherExpendituresAmt
Administrative Expenses$7,175AdministrativeExpensesAmt
End Year Balance$684,242EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,041,385BeginningYearBalanceAmt
Investment Earnings Or Losses$48,797InvestmentEarningsOrLossesAmt
Other Expenditures$361,033OtherExpendituresAmt
Administrative Expenses$8,209AdministrativeExpensesAmt
End Year Balance$720,940EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,269,538BeginningYearBalanceAmt
Investment Earnings Or Losses$101,554InvestmentEarningsOrLossesAmt
Other Expenditures$315,323OtherExpendituresAmt
Administrative Expenses$14,384AdministrativeExpensesAmt
End Year Balance$1,041,385EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,121OtherCostOrOtherBasisAmt
Depreciation$2,688DepreciationAmt
Book Value$1,433BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,433TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$1,094,526TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$13,106NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$450,982DonatedServicesAndUseFcltsAmt
Other Revenue-$1,294OtherRevenueAmt
Revenue Not Reported$462,794RevenueNotReportedAmt
Revenue Subtotal$631,732RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$631,732TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,069,767TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$450,982DonatedServicesUseFcltsAmt
Expenses Not Reported$450,982ExpensesNotReportedAmt
Expenses Subtotal$618,785ExpensesSubtotalAmt
Investment Expenses Not Incld2$1,294InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$1,294ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$620,079TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE INCOME FROM THE ENDOWMENT FUNDS IS USED TO SUPPORT THE ORGANIZATION'S "MORAL COURAGE" EDUCATIONAL PROGRAMS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -1,294.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonANTHONY GRAYPersonNm
TitlePRESIDENT/CEOTitleTxt
Base Compensation Filing Org$214,200BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$21,420BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$11,781DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$18,402NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$265,803TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE PREPARED FORM 990 IS REVIEWED BY THE PRESIDENT/CEO BEFORE THE RETURN IS FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CA CONFLICT OF INTEREST DISCLOSURE FORM IS E-MAILED TO ALL DIRECTORS PRIOR TO THE ANNUAL MEETING AND ALL DIRECTORS ARE REQUESTED TO COMPLETE THE FORM AT THE ANNUAL MEETING. THE EXECUTIVE DIRECTOR WILL REMIND ALL DIRECTORS OF THEIR RESPONSIBILITY TO COMPLETE THE CONFLICT OF INTEREST DISCLOSURE FORM AND WILL FOLLOW-UP AS NEEDED TO ENSURE ALL FORMS ARE COMPLETED. PERIODIC REMINDERS WILL ALSO BE GIVEN TO ENSURE ANY NEW POTENTIAL CONFLICTS ARE DISCLOSED ON A TIMELY BASIS THROUGHOUT THE YEAR. ANY DISCLOSED CONFLICTS ARE DISCUSSED BY THE CHAIR OR PRESIDENT/FOUNDER AND THE AFFECTED PARTY AND OTHERS AS NEEDED TO DETERMINE THE APPROPRIATE ACTION TO TAKE, INCLUDING POSSIBLY PROHIBITING THE PARTY FROM CERTAIN DELIBERATIONS AND DECISIONS.
FORM 990, PART VI, SECTION B, LINE 15ATHE ORGANIZATION'S COMPENSATION COMMITTEE ANNUALLY DETERMINES THE COMPENSATION OF THE PRESIDENT/CEO AND MAINTAINS CONTEMPORANEOUS DOCUMENTATION OF ITS DECISIONS. THE COMMITTEE REVIEWED A COMPENSATION ANALYSIS THAT INCLUDED A GENERAL MARKET SURVEY INCLUDING COMPARABLE INFORMATION BY AN OUTSIDE INDEPENDENT SOURCE.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.