CENTER FOR EFFECTIVE PHILANTHROPY INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CENTER FOR EFFECTIVE PHILANTHROPY INC (EIN 04-3523528)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201701329349306755
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T17:00:05-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 80 CITY SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021293742 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043523528 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CENTER FOR EFFECTIVE PHILANTHROPY | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CENT | BusinessNameControlTxt |
| Phone | 6174920800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 MASSACHUSETTS AVENUE NO 7 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02139 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHIL BUCHANAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6174920800 | PhoneNum |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 6179129000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.188 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-12 | IPDt |
| IP Tm | 17:59:12 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 797C4527DD8FA635CA18458D5F36AC81F3168434 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AB9F9F5EA1865EF5FA3F44152C4A5F8DE08D1B02 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PHIL BUCHANAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 MASSACHUSETTS AVENUE NO 7 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,413,382 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EFFECTIVEPHILANTHROPY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | CEP'S MISSION IS TO PROVIDE DATA AND CREATE INSIGHT SO PHILANTHROPIC FUNDERS CAN BETTER DEFINE, ASSESS, AND IMPROVE THEIR EFFECTIVENESS - AND, AS A RESULT, THEIR INTENDED IMPACT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 48 | TotalEmployeeCnt |
| Total Volunteers | 36 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,629,649 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,296,607 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,891,105 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,026,907 | CYProgramServiceRevenueAmt |
| PY Investment Income | $34,590 | PYInvestmentIncomeAmt |
| CY Investment Income | $14,212 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | -$30,940 | CYOtherRevenueAmt |
| PY Total Revenue | $7,555,344 | PYTotalRevenueAmt |
| CY Total Revenue | $6,306,786 | 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 | $4,497,158 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,269,693 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $140,998 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,593,926 | PYOtherExpensesAmt |
| CY Other Expenses | $2,020,286 | CYOtherExpensesAmt |
| PY Total Expenses | $7,091,084 | PYTotalExpensesAmt |
| CY Total Expenses | $7,289,979 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $464,260 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$983,193 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,077,042 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,206,643 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $631,706 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $730,816 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,445,336 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,475,827 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE CENTER FOR EFFECTIVE PHILANTHROPHY, INC. ("CEP") IS TO PROVIDE DATA AND CREATE INSIGHT SO PHILANTHROPIC FUNDERS CAN BETTER DEFINE, ASSESS, AND IMPROVE THEIR EFFECTIVENESS - AND, AS A RESULT, THEIR INTENDED IMPACT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,897,406 | ExpenseAmt |
| Revenue | $3,026,907 | RevenueAmt |
| Desc | CEP PURSUES ITS MISSION THROUGH DATA COLLECTION AND RESEARCH THAT FUELS THE CREATION OF ASSESSMENT TOOLS, PUBLICATIONS, AND PROGRAMMING. IN 2016, CEP CONDUCTED STUDIES THAT RESULTED IN THE REPORTS, "SHARING WHAT MATTERS: FOUNDATION TRANSPARENCY;" "BENCHMARKING FOUNDATION EVALUATION PRACTICES; AND "THE FUTURE OF FOUNDATION PHILANTHROPY." CEP DELIVERED 88 ASSESSMENT TOOLS AND ADVISORY SERVICES ENGAGEMENTS TO FOUNDATIONS AND GRANTMAKERS IN 2016, INCLUDING THE GRANTEE PERCEPTION REPORT (GPR), THE APPLICANT PERCEPTION REPORT (APR), THE STAFF PERCEPTION REPORT (SPR), THE DONOR PERCEPTION REPORT (DPR), AND CUSTOM ADVISORY PROJECTS. IN ADDITION, CEP CONTINUED ITS WORK IMPLEMENTING THE BENEFICIARY PERCEPTION REPORT VIA THE YOUTHTRUTH PROJECT, COLLECTING COMPARATIVE FEEDBACK FROM TENS OF THOUSANDS OF STUDENTS ABOUT THEIR RELATIVE EXPERIENCES. YOUTHTRUTH SHARED FINDINGS FROM ITS AGGREGATE DATASET ON TOPICS INCLUDING COLLEGE AND CAREER READINESS, ACADEMIC RIGOR, AND BULLYING, AND LAUNCHED FAMILY AND STAFF SURVEYS TO COMPLEMENT STUDENT SURVEYS. CEP STAFF PARTICIPATED IN A NUMBER OF SPEAKING ENGAGEMENTS AND RELEASED NUMEROUS COMMUNICATIONS VIA ITS BLOG, E-NEWSLETTER, AND VARIOUS TRADITIONAL PRESS AND SOCIAL MEDIA OUTLETS. | Desc |
| Total Program Service Expenses | $5,897,406 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | 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 | 0 | 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 | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 48 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | 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 | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXSANDRA OCASIO | PersonNm |
| Phone | 6174920800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 MASSACHUSETTS AVENUE SUITE 700 | AddressLine1Txt |
| City | CAMBIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021393309 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| PHIL BUCHANAN | |||||||
| PRESIDENT | 50.00 | Yes (X) | Yes (X) | $449,815 | $0 | $43,794 | |
| GRANT OLIPHANT | |||||||
| BOARD CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TIFFANY COOPER GUEYE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CRYSTAL HAYLING | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD OBER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HILARY PENNINGTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTY PICHEL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NADYA SHMAVONIAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VINCE STEHLE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FAY TWERSKY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNN PERRY WOOTEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN BOLDUC | |||||||
| VP, ASSESSMENT & ADVISORY SVC. | 50.00 | Yes (X) | $220,206 | $0 | $24,769 | ||
| ELLIE BUTEAU | |||||||
| VP, RESEARCH | 50.00 | Yes (X) | $196,710 | $0 | $21,641 | ||
| ALYSE D'AMICO PART-TIME | |||||||
| DIR., HUMAN CAPITAL | 36.00 | Yes (X) | $91,526 | $0 | $10,240 | ||
| ALEX OCASIO | |||||||
| DIR., FINANCE & ADMINISTRATION | 50.00 | Yes (X) | $149,426 | $0 | $16,600 | ||
| GRACE NICOLETTE PART-TIME | |||||||
| DIR., PROGRAMMING & EXT. RELATIONS | 36.00 | Yes (X) | $99,886 | $0 | $31,861 | ||
| JENNIFER WILKA PART-TIME | |||||||
| EXECUTIVE DIRECTOR, YOUTHTRUTH | 36.00 | Yes (X) | $156,956 | $0 | $10,877 | ||
| AUSTIN LONG | |||||||
| DIRECTOR, ASSESSMENT & ADVISORY SVCS | 50.00 | $147,235 | $0 | $16,553 | Yes (X) | ||
| MARINELLA BOYADZHIEV | |||||||
| MANAGER, ASSESSMENT & ADVISORY SVCS | 50.00 | $109,359 | $0 | $13,384 | Yes (X) | ||
| SONYA KENDALL | |||||||
| DIRECTOR, YOUTHTRUTH | 50.00 | $129,981 | $0 | $24,526 | Yes (X) | ||
| NAOMI ORENSTEN | |||||||
| MANAGER, ASSESSMENT & ADVISORY SVCS | 50.00 | $129,536 | $0 | $21,972 | Yes (X) | ||
| BRIAN POSTOW | |||||||
| SOFTWARE ARCHITECT | 50.00 | $139,970 | $0 | $14,116 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,020,606 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $250,333 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSTON IT SERVICES INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 ATLANTIC AVE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | IT SERVICES | ServicesDesc |
| Compensation | $218,004 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,296,607 | AllOtherContributionsAmt |
| Total Contributions | $3,296,607 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ASSESSMENT & ADVISORY | 541900 | $2,511,537 | $2,511,537 |
| YOUTHTRUTH | 541900 | $494,705 | $494,705 |
| SPEAKING FEES | 541610 | $20,665 | $20,665 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,026,907 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,212 | TotalRevenueColumnAmt |
| Exclusion | $14,212 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $75,656 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $106,596 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$30,940 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$30,940 | TotalRevenueColumnAmt |
| Exclusion | -$30,940 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,306,786 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,026,907 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$16,728 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,267,575 | TotalAmt |
| Program Services | $1,027,137 | ProgramServicesAmt |
| Management And General | $215,767 | ManagementAndGeneralAmt |
| Fundraising | $24,671 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,185,756 | TotalAmt |
| Program Services | $2,581,472 | ProgramServicesAmt |
| Management And General | $542,279 | ManagementAndGeneralAmt |
| Fundraising | $62,005 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,371 | TotalAmt |
| Program Services | $118,607 | ProgramServicesAmt |
| Management And General | $24,915 | ManagementAndGeneralAmt |
| Fundraising | $2,849 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,869 | TotalAmt |
| Program Services | $298,090 | ProgramServicesAmt |
| Management And General | $62,619 | ManagementAndGeneralAmt |
| Fundraising | $7,160 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,122 | TotalAmt |
| Program Services | $244,815 | ProgramServicesAmt |
| Management And General | $51,427 | ManagementAndGeneralAmt |
| Fundraising | $5,880 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,208 | TotalAmt |
| Program Services | $4,185 | ProgramServicesAmt |
| Management And General | $4,023 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,175 | TotalAmt |
| Management And General | $34,175 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $453,463 | TotalAmt |
| Program Services | $397,607 | ProgramServicesAmt |
| Management And General | $46,205 | ManagementAndGeneralAmt |
| Fundraising | $9,651 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,611 | TotalAmt |
| Program Services | $3,736 | ProgramServicesAmt |
| Management And General | $785 | ManagementAndGeneralAmt |
| Fundraising | $90 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,375 | TotalAmt |
| Program Services | $44,061 | ProgramServicesAmt |
| Management And General | $9,256 | ManagementAndGeneralAmt |
| Fundraising | $1,058 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,958 | TotalAmt |
| Program Services | $140,150 | ProgramServicesAmt |
| Management And General | $29,441 | ManagementAndGeneralAmt |
| Fundraising | $3,367 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $537,614 | TotalAmt |
| Program Services | $435,638 | ProgramServicesAmt |
| Management And General | $91,513 | ManagementAndGeneralAmt |
| Fundraising | $10,463 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,166 | TotalAmt |
| Program Services | $127,354 | ProgramServicesAmt |
| Management And General | $26,753 | ManagementAndGeneralAmt |
| Fundraising | $3,059 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,440 | TotalAmt |
| Program Services | $158,368 | ProgramServicesAmt |
| Management And General | $33,268 | ManagementAndGeneralAmt |
| Fundraising | $3,804 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,864 | TotalAmt |
| Management And General | $12,864 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCIPTIONS | $118,812 | $96,276 | $20,224 | $2,312 |
| MEALS | $108,150 | $87,636 | $18,409 | $2,105 |
| EQUIPMENT RENTAL & MAIN | $70,476 | $57,108 | $11,996 | $1,372 |
| PROFESSIONAL DEVELOPMEN | $32,787 | $27,206 | $5,581 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,187 | TotalAmt |
| Program Services | $47,960 | ProgramServicesAmt |
| Management And General | $10,075 | ManagementAndGeneralAmt |
| Fundraising | $1,152 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,289,979 | TotalAmt |
| Program Services | $5,897,406 | ProgramServicesAmt |
| Management And General | $1,251,575 | ManagementAndGeneralAmt |
| Fundraising | $140,998 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,351 | BOYAmt |
| EOY | $318,592 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,549,312 | BOYAmt |
| EOY | $1,313,998 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,073,833 | BOYAmt |
| EOY | $1,437,694 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $382,543 | BOYAmt |
| EOY | $441,629 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,019 | BOYAmt |
| EOY | $121,025 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $845,555 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $357,245 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $625,659 | BOYAmt |
| EOY | $488,310 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,055 | BOYAmt |
| EOY | $2,025,125 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,270 | BOYAmt |
| EOY | $60,270 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,077,042 | BOYAmt |
| EOY | $6,206,643 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $411,599 | BOYAmt |
| EOY | $496,649 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,845 | BOYAmt |
| EOY | $234,167 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,262 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $631,706 | BOYAmt |
| EOY | $730,816 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,615,179 | BOYAmt |
| EOY | $3,644,643 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,830,157 | BOYAmt |
| EOY | $1,831,184 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,445,336 | BOYAmt |
| EOY | $5,475,827 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,077,042 | BOYAmt |
| EOY | $6,206,643 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$983,193 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,684 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,410,285 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,631,618 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,689,584 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,629,649 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,296,607 | CurrentTaxYearAmt |
| Total | $20,657,743 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,170,504 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,321,999 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,331,877 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,891,105 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,026,907 | CurrentTaxYearAmt |
| Total | $13,742,392 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,580,789 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,953,617 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,021,461 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,520,754 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,323,514 | CurrentTaxYearAmt |
| Total | $34,400,135 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,074,698 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $523,817 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $174,477 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $85,491 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $471,142 | CurrentTaxYearAmt |
| Total | $2,329,625 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,074,698 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $523,817 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $174,477 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $85,491 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $471,142 | CurrentTaxYearAmt |
| Total | $2,329,625 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $32,070,510 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,859 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,019 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,209 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,629 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,868 | CurrentTaxYearAmt |
| Total | $268,584 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,859 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,019 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,209 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,629 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,868 | CurrentTaxYearAmt |
| Total | $268,584 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,624,648 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,005,636 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,065,670 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,559,383 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,413,382 | CurrentTaxYearAmt |
| Total | $34,668,719 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92510 | PublicSupportCY509Pct |
| Public Support PY509 | 0.88980 | PublicSupportPY509Pct |
| Investment Income CY | 0.00770 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00610 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $263,142 | OtherCostOrOtherBasisAmt |
| Depreciation | $51,537 | DepreciationAmt |
| Book Value | $211,605 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $582,413 | OtherCostOrOtherBasisAmt |
| Depreciation | $305,708 | DepreciationAmt |
| Book Value | $276,705 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $488,310 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,427,066 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $13,684 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $13,684 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,413,382 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$106,596 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$106,596 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,306,786 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,396,575 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $106,596 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $106,596 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,289,979 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,289,979 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES. INCOME RELATED TO THESE PURPOSES IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. UNRELATED BUSINESS INCOME WOULD BE TAXABLE ACCORDING TO APPLICABLE INTERNAL REVENUE CODE SECTIONS. THE ORGANIZATION REGULARLY REVIEWS AND EVALUATES ITS TAX POSITIONS TAKEN IN ITS FILED RETURNS AND RECOGNIZES THE BENEFIT FROM A TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE POSITION WOULD BE SUSTAINED UPON AUDIT BASED SOLELY ON THE TECHNICAL MERITS OF THE TAX POSITION. THE ORGANIZATION ACCRUES INTEREST AND PENALTIES ON UNCERTAIN TAX POSITIONS AS A COMPONENT OF THE PROVISION FOR INCOME TAXES. THE ORGANIZATION FILES FEDERAL, CALIFORNIA AND MASSACHUSETTS TAX RETURNS. THE STATUTE OF LIMITATIONS FOR THESE JURISDICTIONS IS GENERALLY THREE YEARS. THE ORGANIZATION HAD NO RETURNS UNDER EXAMINATION AS OF DECEMBER 31, 2016 AND 2015. THE ORGANIZATION FOLLOWS FASB ASC 740 - INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES A 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 THE TAXING AUTHORITIES. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO MATERIAL UNCERTAINTIES IN INCOME TAXES AS OF DECEMBER 31, 2016 OR 2015. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B -106,596. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B 106,596. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PHIL BUCHANAN | ||||||||||||||
| PRESIDENT | $365,551 | $0 | $83,274 | $0 | $990 | $0 | $22,747 | $0 | $21,047 | $0 | $493,609 | $0 | $0 | $0 |
| KEVIN BOLDUC | ||||||||||||||
| VP, ASSESSMENT & ADVISORY SVC. | $192,465 | $0 | $27,315 | $0 | $426 | $0 | $10,156 | $0 | $14,613 | $0 | $244,975 | $0 | $0 | $0 |
| ELLIE BUTEAU | ||||||||||||||
| VP, RESEARCH | $165,188 | $0 | $31,133 | $0 | $389 | $0 | $7,637 | $0 | $14,004 | $0 | $218,351 | $0 | $0 | $0 |
| ALEX OCASIO | ||||||||||||||
| DIR., FINANCE & ADMINISTRATION | $130,572 | $0 | $18,377 | $0 | $477 | $0 | $7,230 | $0 | $9,370 | $0 | $166,026 | $0 | $0 | $0 |
| JENNIFER WILKA PART-TIME | ||||||||||||||
| EXECUTIVE DIRECTOR, YOUTHTRUTH | $141,036 | $0 | $15,593 | $0 | $327 | $0 | $5,225 | $0 | $5,652 | $0 | $167,833 | $0 | $0 | $0 |
| AUSTIN LONG | ||||||||||||||
| DIRECTOR, ASSESSMENT & ADVISORY SVCS | $129,311 | $0 | $17,670 | $0 | $254 | $0 | $7,047 | $0 | $9,506 | $0 | $163,788 | $0 | $0 | $0 |
| SONYA KENDALL | ||||||||||||||
| DIRECTOR, YOUTHTRUTH | $108,347 | $0 | $21,396 | $0 | $238 | $0 | $6,531 | $0 | $17,995 | $0 | $154,507 | $0 | $0 | $0 |
| NAOMI ORENSTEN | ||||||||||||||
| MANAGER, ASSESSMENT & ADVISORY SVCS | $111,243 | $0 | $18,078 | $0 | $215 | $0 | $6,637 | $0 | $15,335 | $0 | $151,508 | $0 | $0 | $0 |
| BRIAN POSTOW | ||||||||||||||
| SOFTWARE ARCHITECT | $122,209 | $0 | $17,462 | $0 | $299 | $0 | $6,150 | $0 | $7,966 | $0 | $154,086 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | CEP STAFF DISTRIBUTES ITS DRAFT 990 TO ALL BOARD MEMBERS. IN PARTICULAR, THE BOARD CHAIR, THE AUDIT & FINANCE COMMITTEE CHAIR, AND THE COMPENSATION COMMITTEE CHAIR ARE ASKED TO REVIEW AND APPROVE PRIOR TO FILING. ANY CONCERNS ARE BROUGHT TO THE ATTENTION OF CEP'S DIRECTOR OF FINANCE AND ADMINISTRATION FOR DISCUSSION AND RESOLUTION. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, EACH BOARD MEMBER AND KEY EMPLOYEE COMPLETES, SIGNS, AND DELIVERS TO THE PRESIDENT AN ANNUAL AFFILIATION DISCLOSURE STATEMENT NAMING ANY AFFILIATION WITH CEP'S COMPETING/COLLABORATING ORGANIZATIONS, VENDORS AND CONSULTANTS. ALL RESPONSES ARE REVIEWED BY THE BOARD OF DIRECTORS' CLERK. ANY RESPONSES RAISING CONCERN ARE BROUGHT TO THE ATTENTION OF THE PRESIDENT, AND, IN THE CASE OF BOARD MEMBERS OR THE PRESIDENT, TO THE CHAIR OF THE BOARD GOVERNANCE COMMITTEE TO BE ADDRESSED AND RESOLVED IN COMPLIANCE WITH THE ORGANIZATION'S POLICY REGARDING CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | CEP ENGAGES THE SERVICES OF INDEPENDENT COMPENSATION CONSULTANTS TO REVIEW ITS COMPENSATION APPROACH AND STRUCTURE FOR ALL POSITIONS (EXCLUDING THE PRESIDENT) ON A THREE YEAR INTERVAL AND FOR NEW POSITIONS AS NECESSARY. CEP ENGAGES THE SERVICES OF INDEPENDENT COMPENSATION CONSULTANTS TO REVIEW ITS COMPENSATION APPROACH AND STRUCTURE FOR THE PRESIDENT EVERY SEVERAL YEARS AS DETERMINED BY THE COMPENSATION AND ORGANIZATIONAL PERFORMANCE COMMITTEE OF THE BOARD. THE CONSULTANTS COMPILE AND ANALYZE SALARY DATA FOR POSTIONS COMPARABLE (BASED ON SCOPE OF RESPONSIBILITIES, MANAGEMENT AUTHORITY AND ORGANIZATION REVENUES) TO THE POSTIONS OF CEP EMPLOYEES, UTILIZING PUBLISHED SURVEY RESOURCES AND MARKET ANALYSES, DATA FROM THEIR OWN CLIENT DATABASE, AND, AS AVAILABLE, DATA REPORTED IN IRS FORMS 990 FOR ORGANIZATIONS PROVIDING SIMILAR SERVICES. AS PART OF THE PROCESS, THE CONSULTANTS OFTEN INTERVIEW EMPLOYEES TO GAIN A MORE COMPLETE UNDERSTANDING OF THEIR POSITIONS. FOR THE PRESIDENT: IN 2014 AN INDEPENDENT CONSULTANT PREPARED A BENCHMARKING REPORT SUMMARIZING METHODOLOGY, FINDINGS, AND RECOMMENDATIONS WITH REGARD TO THE PRESIDENT'S COMPENSATION. THE CONSULTANT REVIEWED THE REPORT WITH THE COMPENSATION AND ORGANIZATIONAL PERFORMANCE COMMITTEE OF THE BOARD. THE REPORT INFORMED THE COMPENSATION AND ORGANIZATIONAL PERFORMANCE COMMITTEE'S REVIEW AND DISCUSSION OF THE PRESIDENT'S COMPENSATION. DOCUMENTATION OF THE COMPENSATION AND ORGANIZATIONAL PERFORMANCE COMMITTEE DISCUSSION AND DECISIONS REGARDING THE COMPENSATION OF THE PRESIDENT WERE CAPTURED, MAINTAINED, AND COMMUNICATED TO THE DIRECTOR OF FINANCE AND ADMINISTRATION, AND DIRECTOR OF HUMAN CAPITAL. FOR OFFICERS/KEY EMPLOYEES: THE INDEPENDENT CONSULTANTS PREPARE REPORTS SUMMARIZING THEIR METHODOLOGY, FINDINGS, AND RECOMMENDATIONS WITH REGARD TO COMPENSATION AND REVIEW THE REPORTS WITH CEP'S PRESIDENT, AND, AS APPROPRIATE, WITH THE DIRECTOR OF FINANCE AND ADMINISTRAION, AND DIRECTOR OF HUMAN CAPITAL. THE REPORTS INFORM COMPENSATION RECOMMENDATIONS FOR KEY EMPLOYEES MADE BY THE PRESIDENT TO THE COMPENSATION COMMITTEE OF THE BOARD FOR REVIEW, DISCUSSION AND APPROVAL. DOCUMENTATION OF THE DISCUSSION AND THE DECISION REGARDING THE COMPENSATION OF THE KEY EMPLOYEE IS CAPTURED AND MAINTAINED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE ORGANIZATION'S FORM 990 WITHOUT SCHEDULE B IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE, AS WELL AS THE ORGANIZATION'S OWN WEBSITE. |