VOLCKER ALLIANCE INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- VOLCKER ALLIANCE INC (EIN 45-4585989)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201711329349302901
- 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 | 2017-05-12T11:05:01-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | 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 | 454585989 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Volcker Alliance Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VOLC | BusinessNameControlTxt |
| Phone | 6463430155 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 560 Lexington Ave 16B | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas W Ross | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-04-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Danielle Tewes | PreparerPersonNm |
| PTIN | P01327423 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thomas W Ross | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 560 Lexington Ave 16B | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,619,421 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.volckeralliance.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2012 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO ADDRESS THE CHALLENGE OF EFFECTIVE EXECUTION OF PUBLIC POLICIES AND TO REBUILD PUBLIC TRUST IN GOVERNMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $704,550 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,072,796 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $174,788 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,517 | CYProgramServiceRevenueAmt |
| PY Investment Income | $519,296 | PYInvestmentIncomeAmt |
| CY Investment Income | $528,108 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,398,634 | PYTotalRevenueAmt |
| CY Total Revenue | $3,619,421 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $36,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,808,197 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,292,300 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $336,512 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,305,406 | PYOtherExpensesAmt |
| CY Other Expenses | $1,786,514 | CYOtherExpensesAmt |
| PY Total Expenses | $3,149,603 | PYTotalExpensesAmt |
| CY Total Expenses | $4,078,814 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,750,969 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$459,393 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,739,960 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,688,671 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $113,026 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $444,275 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,626,934 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,244,396 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ADDRESS THE CHALLENGE OF EFFECTIVE EXECUTION OF PUBLIC POLICIES AND TO REBUILD PUBLIC TRUST IN GOVERNMENT; TO CATALYZE NEW THINKING WITH RESPECT TO GOVERNANCE, AND ENCOURAGE EFFORTS OF INTERESTED INSTITUTIONS TO PROVIDE RELEVANT EDUCATION AND TRAINING FOR PUBLIC SERVICE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,838,413 | ExpenseAmt |
| Revenue | $18,517 | RevenueAmt |
| Desc | The Volcker Alliance was launched in 2013 by former Federal Reserve Board Chairman Paul A. Volcker to address the challenge of effective execution of public policies and to help rebuild public trust in government. The nonpartisan Alliance works toward that broad objective by partnering with other organizations-academic, business, governmental, and public interest-to strengthen professional education for public service, conduct needed research on government performance, and improve the efficiency and accountability of governmental organization at the federal, state, and local levels. Public Service Excellence In 2016, the Volcker Alliance launched Preparing Tomorrow's Public Service, an initiative with the objective of encouraging educational innovation to assist government in meeting the complex management and operational challenges it will face in the future. As a first step in this effort, the Alliance is conducting research and gathering input from government practitioners and educators to identify and categorize the needs of the 21st century government workforce. This work builds on an initial study published by the Alliance of the skills and competencies necessary for an effective public procurement workforce. Financial Regulation The Volcker Alliance continues to lay out a vision to reshape the financial regulatory system for the 21st century while emphasizing the need to preserve key reforms enacted after the recent financial crisis. In December 2016, the Alliance partnered with the Institute for New Economic Thinking to convene a forum to discuss regulatory and structural changes needed to ensure the stability and resilience of financial markets and release the Alliance report, Unfinished Business: Banking in the Shadows, which included recommendations on the needed changes. State and Local In October 2016, the Volcker Alliance launched the Truth and Integrity in Government Finance project, a multiyear study designed to help improve budgeting and fiscal sustainability in all fifty US states. The Alliance is partnering on this effort with students and professors of public finance from across the country. | Desc |
| Total Program Service Expenses | $2,838,413 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 19 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Amy M Smitherman | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6463430155 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 560 Lexington Ave Ste 16B | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL A VOLCKER | ||||||||
| CHAIR | 20.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY DOWD | ||||||||
| TREASURER and interim President (thru 7/5) | 24.0 | Yes (X) | Yes (X) | $129,520 | $0 | $28,570 | ||
| MICHAEL BRADFIELD | ||||||||
| GENERAL COUNSEL | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RICHARD RAVITCH | ||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| SHEILA BAIR | ||||||||
| BOARD MEMBER | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES ARTHUR BOWSHER | ||||||||
| BOARD MEMBER | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM WARREN BRADLEY | ||||||||
| BOARD MEMBER | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS M DAVIS | ||||||||
| BOARD MEMBER | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM H DONALDSON | ||||||||
| BOARD MEMBER | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| SHIRLEY CLARKE FRANKLIN | ||||||||
| BOARD MEMBER | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| FRANCIS FUKUYAMA | ||||||||
| BOARD MEMBER | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| NORMAN J ORNSTEIN | ||||||||
| BOARD MEMBER | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| ALICE RIVLIN | ||||||||
| BOARD MEMBER | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY WALTON | ||||||||
| BOARD MEMBER | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| William R Rhodes | ||||||||
| Board Member | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Thomas W Ross | ||||||||
| President (as of 7/5) | 40.0 | Yes (X) | $171,393 | $0 | $10,308 | |||
| Amy M Smitherman | ||||||||
| Director, Finance and Human Resources | 40.0 | $153,988 | $0 | $20,920 | Yes (X) | |||
| WILLIAM GLASGALL | ||||||||
| DIRECTOR, STATE & LOCAL | 40.0 | $207,248 | $0 | $24,479 | Yes (X) | |||
| Gaurav Vasisht | ||||||||
| Director, Financial Regulation | 40.0 | $174,029 | $0 | $25,470 | Yes (X) | |||
| Pradeep Nair | ||||||||
| Director, Public Service Excellence | 40.0 | $195,170 | $0 | $23,767 | Yes (X) | |||
| EMILY BOLTON | ||||||||
| Dir, Strategy, Communications & Prog Dev | 40.0 | $120,506 | $0 | $4,258 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,151,854 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $137,772 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| All Other Contributions | $3,072,796 | AllOtherContributionsAmt |
| Total Contributions | $3,072,796 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONFERENCES | Desc |
| Business | 611430 | BusinessCd |
| Total Revenue Column | $18,517 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,517 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,517 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $528,108 | TotalRevenueColumnAmt |
| Exclusion | $528,108 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,619,421 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,517 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $528,108 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,164,862 | TotalAmt |
| Program Services | $756,112 | ProgramServicesAmt |
| Management And General | $267,918 | ManagementAndGeneralAmt |
| Fundraising | $140,832 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $885,825 | TotalAmt |
| Program Services | $574,989 | ProgramServicesAmt |
| Management And General | $203,740 | ManagementAndGeneralAmt |
| Fundraising | $107,096 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,463 | TotalAmt |
| Program Services | $16,529 | ProgramServicesAmt |
| Management And General | $5,856 | ManagementAndGeneralAmt |
| Fundraising | $3,078 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,282 | TotalAmt |
| Program Services | $52,111 | ProgramServicesAmt |
| Management And General | $18,465 | ManagementAndGeneralAmt |
| Fundraising | $9,706 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,868 | TotalAmt |
| Program Services | $88,192 | ProgramServicesAmt |
| Management And General | $31,250 | ManagementAndGeneralAmt |
| Fundraising | $16,426 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,809 | TotalAmt |
| Program Services | $17,848 | ProgramServicesAmt |
| Management And General | $2,021 | ManagementAndGeneralAmt |
| Fundraising | $940 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,127 | TotalAmt |
| Program Services | $2,918 | ProgramServicesAmt |
| Management And General | $33,209 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,421 | TotalAmt |
| Management And General | $54,421 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $801,667 | TotalAmt |
| Program Services | $751,658 | ProgramServicesAmt |
| Management And General | $47,606 | ManagementAndGeneralAmt |
| Fundraising | $2,403 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,686 | TotalAmt |
| Program Services | $74,036 | ProgramServicesAmt |
| Management And General | $31,340 | ManagementAndGeneralAmt |
| Fundraising | $12,310 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,458 | TotalAmt |
| Program Services | $24,031 | ProgramServicesAmt |
| Management And General | $10,640 | ManagementAndGeneralAmt |
| Fundraising | $4,787 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,724 | TotalAmt |
| Program Services | $227,670 | ProgramServicesAmt |
| Management And General | $119,585 | ManagementAndGeneralAmt |
| Fundraising | $32,469 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,842 | TotalAmt |
| Program Services | $87,320 | ProgramServicesAmt |
| Management And General | $27,454 | ManagementAndGeneralAmt |
| Fundraising | $68 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,401 | TotalAmt |
| Program Services | $13,401 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,694 | TotalAmt |
| Program Services | $9,873 | ProgramServicesAmt |
| Management And General | $4,179 | ManagementAndGeneralAmt |
| Fundraising | $1,642 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,190 | TotalAmt |
| Program Services | $4,523 | ProgramServicesAmt |
| Management And General | $1,915 | ManagementAndGeneralAmt |
| Fundraising | $752 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RECRUITING | $42,822 | $1,294 | $41,528 | |
| GRAPHIC DESIGN | $31,820 | $30,858 | $962 | |
| COPY EDITING AND FACT CHECKING | $11,117 | $10,781 | $336 | |
| Meeting catering | $10,243 | $7,481 | $2,762 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,493 | TotalAmt |
| Program Services | $86,788 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $2,705 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,078,814 | TotalAmt |
| Program Services | $2,838,413 | ProgramServicesAmt |
| Management And General | $903,889 | ManagementAndGeneralAmt |
| Fundraising | $336,512 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,333,250 | BOYAmt |
| EOY | $1,353,968 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $341,191 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,889 | BOYAmt |
| EOY | $28,466 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $60,695 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,694 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,940 | BOYAmt |
| EOY | $45,001 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,186,554 | BOYAmt |
| EOY | $16,849,718 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,327 | BOYAmt |
| EOY | $70,327 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,739,960 | BOYAmt |
| EOY | $18,688,671 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,026 | BOYAmt |
| EOY | $119,275 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $325,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,026 | BOYAmt |
| EOY | $444,275 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,626,934 | BOYAmt |
| EOY | $17,500,826 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $743,570 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,626,934 | BOYAmt |
| EOY | $18,244,396 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,739,960 | BOYAmt |
| EOY | $18,688,671 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$459,393 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $76,855 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $500,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,169,584 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,173,591 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $704,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,072,795 | CurrentTaxYearAmt |
| Total | $16,620,520 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $500,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,169,584 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,173,591 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $704,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,072,795 | CurrentTaxYearAmt |
| Total | $16,620,520 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $13,463,267 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,157,253 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $4,780 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $420,625 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $519,296 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $528,108 | CurrentTaxYearAmt |
| Total | $1,472,809 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,093,329 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $355,148 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 1 Unusual Grant | FormAndLineReferenceDesc |
| Explanation | The organization is tracking an unusual grant in the amount of $10,000,000 received in 2013. In accordance with the instructions, the organization has excluded the unusual grant from Schedule A, Part II, Lines 1 and 5 for purposes of calculating its public support percentage. | ExplanationTxt |
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
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,078,814 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,078,814 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $353,941 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $88,485 | 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 Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,458 | CurrentYearMinus1Amt |
| Current Year | $353,941 | CurrentYearAmt |
| Total | $604,399 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $906,599 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $62,615 | CurrentYearMinus1Amt |
| Current Year | $88,485 | CurrentYearAmt |
| Total | $151,100 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $226,650 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,000 | OtherCostOrOtherBasisAmt |
| Book Value | $5,000 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,786 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,451 | DepreciationAmt |
| Book Value | $335 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,909 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,243 | DepreciationAmt |
| Book Value | $39,666 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $45,001 | TotalBookValueLandBuildingsAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,641,855 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $76,855 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $76,855 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,565,000 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $54,421 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $54,421 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,619,421 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,024,393 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,024,393 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $54,421 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $54,421 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,078,814 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | THE ALLIANCE IS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS A PUBLIC CHARITY UNDER 509(A)(1) AND SECTION 170(B) (1)(A)(VI). THE ALLIANCE HAS ADOPTED ACCOUNTING GUIDANCE RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS GUIDANCE REQUIRES THE ALLIANCE TO RECOGNIZE A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH AN EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50 PERCENT LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX BENEFIT IS RECORDED. THE ALLIANCE HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT LIABILITIES OR QUESTIONABLE TAX POSITIONS. THE ALLIANCE DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE ALLIANCE RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE ALLIANCE DID NOT HAVE ANY AMOUNT ACCRUED FOR INTEREST AND PENALTIES AT DECEMBER 31, 2016 OR 2015. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANTHONY DOWD | ||||||||||||||
| TREASURER and interim President (thru 7/5) | $129,520 | $0 | $0 | $0 | $0 | $0 | $2,700 | $0 | $25,870 | $0 | $158,090 | $0 | $0 | $0 |
| Thomas W Ross | ||||||||||||||
| President (as of 7/5) | $171,393 | $0 | $0 | $0 | $0 | $0 | $2,019 | $0 | $8,289 | $0 | $181,701 | $0 | $0 | $0 |
| Amy M Smitherman | ||||||||||||||
| Director, Finance and Human Resources | $153,988 | $0 | $0 | $0 | $0 | $0 | $5,755 | $0 | $15,165 | $0 | $174,908 | $0 | $0 | $0 |
| WILLIAM GLASGALL | ||||||||||||||
| DIRECTOR, STATE & LOCAL | $207,248 | $0 | $0 | $0 | $0 | $0 | $6,355 | $0 | $18,124 | $0 | $231,727 | $0 | $0 | $0 |
| Gaurav Vasisht | ||||||||||||||
| Director, Financial Regulation | $174,029 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $25,470 | $0 | $199,499 | $0 | $0 | $0 |
| Pradeep Nair | ||||||||||||||
| Director, Public Service Excellence | $195,170 | $0 | $0 | $0 | $0 | $0 | $6,993 | $0 | $16,774 | $0 | $218,937 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE FORM 990 WAS PREPARED BY A NATIONAL ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. A COPY OF THE DRAFT FORM 990 was reviewed by the audit committee and then FORWARDED TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR DISCUSSION AND COMMENT. EACH DIRECTOR WAS PROVIDED AN OPPORTUNITY TO COMMENT ON THE INFORMATION CONTAINED IN THE 990 PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THIS CONFLICTS OF INTEREST POLICY REQUIRES ALL BOARD OF DIRECTORS MEMBERS, OFFICERS, AND KEY EMPLOYEES TO ANNUALLY DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST WITH THE ORGANIZATION THROUGH A QUESTIONNAIRE. THESE QUESTIONNAIRES ARE MONITORED ANNUALLY AND POTENTIAL CONFLICTS ARE IMMEDIATELY ADDRESSED BY THE ORGANIZATION. THE CURRENT YEAR QUESTIONNAIRES HAVE NOT REVEALED ANY CONFLICTS THAT REQUIRED ACTION BY THE ALLIANCE. IF A CONFLICT DOES ARISE, THE TRUSTEE IS ASKED TO WITHDRAW FROM ANY DISCUSSION OR DECISION-MAKING WITH RESPECT TO THE MATTER IN WHICH THE CONFLICT OF INTEREST ARISES. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE ALLIANCE UTILIZED THE SERVICES OF A PROFESSIONAL EXECUTIVE SEARCH FIRM TO LOCATE THE CURRENT PRESIDENT. SALARY BENCHMARKING WAS PERFORMED BY THE EXECUTIVE SEARCH FIRM, BUT THE FINAL DETERMINATION AS TO THE PRESIDENT'S TOTAL COMPENSATION PACKAGE (INCLUSIVE OF SALARY AND BENEFITS) WAS DETERMINED AND APPROVED BY THE COMPENSATION COMMITTEE UNDER DELEGATED AUTHORITY FROM THE BOARD OF DIRECTORS. THE TERMS OF THE PRESIDENT'S COMPENSATION PACKAGE WERE MEMORIALIZED IN A WRITTEN EMPLOYMENT CONTRACT UPON HIRING. The compensation amount was suggested by outside consultants with consideration of the Alliance size and budget. This compensation was reviewed by the compensation committee and approved by the full board in June 2016. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | SALARY BENCHMARKING FOR OTHER OFFICERS AND KEY EMPLOYEES IS PERFORMED BY THE DIRECTOR OF FINANCE AND HUMAN RESOURCES USING COMPARABILITY DATA. HOWEVER THE FINAL DETERMINATION AS TO TOTAL COMPENSATION IS DETERMINED AND APPROVED BY THE COMPENSATION COMMITTEE UNDER DELEGATED AUTHORITY FROM THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THIS PROCESS IS DOCUMENTED. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT ORDINARILY MADE AVAILABLE TO THE PUBLIC, BUT IF REQUESTED, WILL BE PROVIDED AT MANAGEMENT'S DISCRETION. |
| Form 990, Part IX, Line 11g Other Fees | PROGRAM CONSULTANTS - Total Expense: 710560, Program Service Expense: 696775, Management and General Expenses: 12648, Fundraising Expenses: 1137; PAYROLL FEES - Total Expense: 6219, Program Service Expense: 3747, Management and General Expenses: 2386, Fundraising Expenses: 86; COMMUNICATIONS & PUBLIC RELATIONS - Total Expense: 5043, Program Service Expense: 3038, Management and General Expenses: 1935, Fundraising Expenses: 70; OTHER PROFESSIONAL FEES - Total Expense: 79845, Program Service Expense: 48098, Management and General Expenses: 30637, Fundraising Expenses: 1110; |
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