INDEPENDENT SECTOR: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- INDEPENDENT SECTOR (EIN 52-1081024)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201711359349307386
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T13:56:53-05:00 | 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 | 9737 WASHINGTONIAN BLVD 400 | AddressLine1Txt |
| City | GAITHERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208787340 | 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 | 521081024 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT SECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INDE | BusinessNameControlTxt |
| Phone | 2024676100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1602 L STREET NW NO 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN MOLLEN | PersonNm |
| Person Title | VP, CFO | PersonTitleTxt |
| Phone | 2024676100 | PhoneNum |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM E TURCO CPA | PreparerPersonNm |
| PTIN | P00369217 | PTIN |
| Phone | 3012963600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.189 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-12 | IPDt |
| IP Tm | 11:09:03 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B807BA4C69A73CA6C24C1450FD5847F62F078646 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C19F5D3F195EC13517A150B69ABBCB37DF598FBC | 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 | DIANA AVIV | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1602 L STREET NW NO 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,274,074 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.INDEPENDENTSECTOR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO LEAD AND CATALYZE THE CHARITABLE COMMUNITY, (SEE SCHEDULE O) PARTNERING WITH GOVERNMENT, BUSINESS, AND INDIVIDUALS TO ADVANCE THE COMMON GOOD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 47 | TotalEmployeeCnt |
| Total Volunteers | 330 | TotalVolunteersCnt |
| Total Gross UBI | $132,836 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,348,560 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,146,702 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $794,109 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $806,106 | CYProgramServiceRevenueAmt |
| PY Investment Income | $279,991 | PYInvestmentIncomeAmt |
| CY Investment Income | $250,470 | CYInvestmentIncomeAmt |
| PY Other Revenue | $389,804 | PYOtherRevenueAmt |
| CY Other Revenue | $292,407 | CYOtherRevenueAmt |
| PY Total Revenue | $9,812,464 | PYTotalRevenueAmt |
| CY Total Revenue | $6,495,685 | 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 | $5,187,013 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,342,120 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $134,400 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $174,720 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,076,841 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,162,013 | PYOtherExpensesAmt |
| CY Other Expenses | $3,953,018 | CYOtherExpensesAmt |
| PY Total Expenses | $9,483,426 | PYTotalExpensesAmt |
| CY Total Expenses | $10,469,858 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $329,038 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,974,173 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $43,933,869 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,945,204 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,552,822 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,312,880 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,381,047 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,632,324 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO LEAD AND CATALYZE THE CHARITABLE COMMUNITY, PARTNERING WITH GOVERNMENT, BUSINESS, AND INDIVIDUALS TO ADVANCE THE COMMON GOOD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,339,266 | ExpenseAmt |
| Desc | PUBLIC POLICY - INDEPENDENT SECTOR (IS) PROVIDES LEADERSHIP FOR AND COLLABORATES WITH OUR MEMBER ORGANIZATIONS AND OTHER STAKEHOLDERS TO EDUCATE PUBLIC OFFICIALS ABOUT THE VALUE OF THE CHARITABLE COMMUNITY AND TO ADVOCATE FOR FEDERAL POLICIES AND REGULATIONS THAT ADVANCE THE ABILITY OF CHARITABLE AND PHILANTHROPIC ORGANIZATIONS TO SERVE THEIR COMMUNITIES. IN 2016, WE CONTINUED TO INFORM AND GALVANIZE OUR SECTOR ALLIES AROUND KEY ISSUES, EDUCATE LAWMAKERS ABOUT THE SECTOR'S ESSENTIAL ROLE IN SOCIETY AND IN THE NATIONAL ECONOMY, AND ADVOCATE FOR POLICIES THAT IMPROVE THE ABILITY OF NONPROFIT ORGANIZATIONS TO ACHIEVE THEIR MISSIONS. BASED ON FEEDBACK FROM OUR 2015 THREADS SERIES AND IN FULFILLMENT OF OUR NEW STRATEGIC VISION, WE ALSO SHIFTED TO A MORE PROACTIVE AGENDA TO ENGAGE IN THE 2016 ELECTIONS. WE BEGAN OUR 2016 ELECTION INITIATIVE IN JANUARY BY COMMISSIONING QUALITATIVE AND QUANTITATIVE RESEARCH OF AMERICAN VOTERS NATIONALLY AND IN KEY BATTLEGROUND STATES. THIS RESEARCH REVEALED THE DEEP BIPARTISAN SUPPORT ENJOYED BY THE SECTOR. DRAWING ON THIS RESEARCH, WE DEVELOPED KEY MESSAGE POINTS AND SEVERAL BROAD POLICY RECOMMENDATIONS THAT WE USED TO ENGAGE DIRECTLY WITH THE DEMOCRATIC AND REPUBLICAN 2016 PRESIDENTIAL CANDIDATES AND THEIR STAFFS THROUGHOUT THE ELECTION SEASON. THE DATA AND OUR MESSAGES WERE PUBLISHED IN OUR OCTOBER 2016 REPORT, UNITED FOR CHARITY.WE RESPONDED WITH OUR PARTNERS TO NEW POLICY CHALLENGES AS THEY AROSE, INCLUDING: LEADING A CAMPAIGN TO OPPOSE A PROPOSED IRS CHANGE TO GIFT SUBSTANTIATION RULES, WHICH THE IRS SUBSEQUENTLY WITHDREW ITS PROPOSED CHANGES; WORKING WITH THE DEPARTMENT OF LABOR TO CREATE NONPROFIT-SPECIFIC GUIDANCE FOR IMPLEMENTATION OF NEW OVERTIME REGULATIONS, INCLUDING WEBINARS HELD WITH DOL THAT WERE VIEWED BY OVER 6,000 NONPROFITS; AND PREPARING FOR COMPREHENSIVE TAX REFORM IN 2017 BY ENGAGING WITH OUR MEMBERS AND KEY TAX WRITING COMMITTEES TO EXPLORE OPPORTUNITIES FOR EXPANDING CHARITABLE GIVING INCENTIVES.IN ADDITION TO ENGAGING IN ADVOCACY ON BEHALF OF THE SECTOR, WE ALSO CONTINUED TO PROVIDE ORGANIZATIONS AND INDIVIDUALS WITH TOOLS AND STRATEGIES TO ENGAGE IN MORE EFFECTIVE ADVOCACY THEMSELVES. MORE THAN 100 ATTENDEES CONVENED AT OUR PUBLIC POLICY ACTION INSTITUTE, HELD IN CONJUNCTION WITH OUR ANNUAL CONFERENCE IN NOVEMBER 2016, TO LEARN ADVOCACY BEST PRACTICES AND DISCUSS HOW 2017 TAX REFORM EFFORTS MAY IMPACT NONPROFITS, SPECIFICALLY AROUND CHARITABLE GIVING, AS WELL AS THE IMPACT OF POLICY SUPPORTING THE 2020 CENSUS. PPAI ATTENDEES PUT THEIR NEW KNOWLEDGE TO WORK AT THE CONFERENCE, JOINING A DIVERSE COALITION OF MORE THAN 150 NONPROFIT LEADERS FOR CAPITOL HILL DAY TO EDUCATE LAWMAKERS DIRECTLY ON THE IMPACT THAT PUBLIC POLICY HAS ON THEIR ORGANIZATIONS' MISSIONS AND THE COLLECTIVE SUCCESS OF OUR SECTOR. OUR ROUTINE COALITION-BUILDING WORK CONTINUED TO INCLUDE MONTHLY LEGISLATIVE UPDATE CALLS, IN-PERSON D.C. ADVOCATES STRATEGY MEETINGS WITH CONGRESSIONAL STAFF, TAX REFORM STRATEGY GROUPS, AND PERIODIC POLICY ALERTS TO ADVANCE POLICIES CRITICAL TO THE WORK OF THE NONPROFIT SECTOR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,591,007 | ExpenseAmt |
| Revenue | $777,312 | RevenueAmt |
| Desc | NATIONAL CONFERENCE - THE INDEPENDENT SECTOR CONFERENCE PROVIDES THE PREMIER MEETING GROUND FOR LEADERS FROM THE NONPROFIT SECTOR AND PHILANTHROPIC SECTOR, BRINGING TOGETHER LEADERS FROM PUBLIC CHARITIES, FOUNDATIONS, CORPORATE GIVING PROGRAMS, AND ACADEMIA TO SHARE THEIR EXPERIENCES AND EXPERTISE TO DISCUSS AND ADDRESS CRITICAL ISSUES FACING OUR SECTOR, THE NATION AND THE WORLD. IN NOVEMBER, 2016, OVER 900 PEOPLE (INCLUDING OVER 75 ON SCHOLARSHIP) REGISTERED FOR OUR CONFERENCE FEATURING INTERACTIVE SESSIONS INFUSED WITH THE ARTS IN WASHINGTON, DC. ABOUT 265 PARTICIPATED IN OUR PUBLIC POLICY ACTION INSTITUTE AND NGEN PROGRAMMING (FOR NONPROFIT PROFESSIONALS UNDER 40) WHICH ARE IS' SIGNATURE PRE-CONFERENCE OFFERINGS. THE EXPERTISE AND VIBRANCY OF ALL OUR PARTICIPANTS PRODUCED A WORLD-CLASS EXCHANGE OF IDEAS. WITH OVER 200 SPEAKERS, THE MEETING FEATURED OVER 30 BREAKOUT SESSIONS AND INNOVATIVE FORMATS THAT HELPED PARTICIPANTS EXAMINE HOW TO CREATE SOLUTIONS, BUILD LASTING IMPACT AND TO IMAGINE AND CREATE BRIGHTER FUTURES FOR THEIR ORGANIZATIONS AND THE PEOPLE THEY SERVE. THE CONFERENCE OFFERS A C-SUITE TRACK FOR PROFESSIONALS DIRECTLY REPORTING TO THE CEO AND SPECIAL SESSIONS TARGETED FOR CEOS OR EXECUTIVE DIRECTORS WHO MADE UP 31% OF CONFERENCE REGISTRANTS. PLENARY SPEAKERS SPOKE ON THE FUTURE OF OUR DEMOCRACY AND TRENDS AFFECTING THE SECTOR AND SOCIETY. CONFERENCE ATTENDEES VIEW THE CONFERENCE AS A WAY TO EXPAND THEIR PROFESSIONAL NETWORK AS WELL AS TO GAIN NEW THINKING, SKILLS AND PRACTICES TO IMPROVE THEIR WORK. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,197,282 | ExpenseAmt |
| Revenue | $20,019 | RevenueAmt |
| Desc | PROGRAMS AND PRACTICE (P&P) - IN 2016, INDEPENDENT SECTOR CONTINUED TO STRENGTHEN LEADERSHIP CAPACITY, TO PROMOTE GOOD GOVERNANCE, AND TO ADDRESS SIGNIFICANT ISSUES FACING THE CHARITABLE COMMUNITY. NGEN: IS BROADENED THE REACH AND EFFECTIVENESS OF 'NGEN: MOVING NONPROFIT LEADERS FROM NEXT TO NOW', A LEADERSHIP DEVELOPMENT PROGRAM THAT BUILDS THE CAPACITY OF NONPROFIT AND PHILANTHROPIC LEADERS AGE 40 AND UNDER TO HAVE SIGNIFICANT IMPACT ON SOCIETY'S TOUGHEST CHALLENGES. IS CONTINUED THE AMERICAN EXPRESS NGEN FELLOWS PROGRAM, A YEAR-LONG FELLOWSHIP FOR 12 DIVERSE EMERGING LEADERS FROM ACROSS THE SECTOR; A FELLOWS ALUMNI PROGRAM THAT HAS GROWN TO 84 FORMER FELLOWS; AND THE AMERICAN EXPRESS NGEN LEADERSHIP AWARD PROGRAM, WHICH RECOGNIZES ONE HIGHLY ACCOMPLISHED SECTOR LEADER WHO HAS ALREADY DEMONSTRATED SIGNIFICANT IMPACT IN ADDRESSING SOCIETY'S CRITICAL NEEDS. IS CONDUCTED FOUR NGEN COMMUNITY DIGITAL LEARNING EVENTS IN 2016. THE "NGEN EXPERIENCE" PRE-CONFERENCE PROGRAM AND NETWORKING OPPORTUNITIES ENGAGING MORE THAN 200 EMERGING LEADERS AT THE IS CONFERENCE. IS HOSTED NGEN NETWORKING RECEPTIONS AT THE YOUNG NONPROFIT PROFESSIONALS NETWORK AND EMERGING PRACTITIONERS IN PHILANTHROPY CONFERENCES, ENGAGING MORE THAN 250 EMERGING LEADERS. C-SUITE: IS CONTINUED THE C-SUITE LEADERSHIP PROGRAM, WHICH TARGETS SENIOR LEADERS WHO REPORT TO THE CEO. IN 2016, IS CO-HOSTED C-SUITE REGIONAL EVENTS IN COLORADO SPRINGS, CLEVELAND, AND SAN FRANCISCO, SERVING MORE THAN 100 SENIOR EXECUTIVES. IS CONDUCTED TWO C-SUITE DIGITAL LEARNING EVENTS, AND A C-SUITE TRACK AND NETWORKING RECEPTION AT THE IS CONFERENCE. ETHICS AND ACCOUNTABILITY: IN 2016, IS CONTINUED TO PROMOTE THE 'PRINCIPLES FOR GOOD GOVERNANCE AND ETHICAL PRACTICE'. SINCE ITS RELEASE IN FEBRUARY 2015, THE IS PRINCIPLES HAVE BEEN BROADLY DISSEMINATED ACROSS THE CHARITABLE SECTOR. IN 2016, THE PRINCIPLES WEBSITE LANDING PAGE (WWW.PRINCIPLESFORGOOD.COM) HAS AVERAGED NEARLY 3,500 PAGE VIEWS MONTHLY. IS BROUGHT THE PRINCIPLES TO NEW AUDIENCES THROUGH A SERIES OF ONLINE AND IN PERSON EDUCATIONAL EVENTS. IS PRESENTED A DIGITAL LEARNING EVENT ON ETHICS AND FUNDRAISING IN THE FACE OF CHANGING TECHNOLOGY IN JUNE 2016. IS STAFF ALSO SPOKE AT SEVEN SECTOR CONFERENCES IN 2016, INCLUDING THE AFP INTERNATIONAL FUNDRAISING CONFERENCE, THE COUNCIL ON FOUNDATIONS 2016 ANNUAL CONFERENCE, THE NAAG (NATIONAL ASSOCIATION OF ATTORNEYS GENERAL) / NASCO (NATIONAL ASSOCIATION OF STATE CHARITY OFFICIALS) CONFERENCE, AND THE GREATER WASHINGTON SOCIETY OF CPA'S NONPROFIT SYMPOSIUM.ADDITIONAL ISSUES FACING THE SECTOR: IN 2016, IS DEVELOPED NEW RESOURCES AND PUBLICATIONS RESPONDING TO FEEDBACK ABOUT CHALLENGES THAT CHARITABLE ORGANIZATIONS FACE IN MEETING THEIR MISSION. IS LAUNCHED ONLINE RESOURCE CENTERS THAT SHARE THE SECTOR'S BEST THINKING AND RESOURCES ON THREE CRITICAL SECTOR CHALLENGES: DIVERSITY, EQUITY, AND INCLUSION (DEI), NONPROFIT CAPITAL, AND CROSS SECTOR COLLABORATION. RESOURCES WERE CURATED IN PARTNERSHIP WITH ORGANIZATIONS WITH DEEP EXPERTISE IN EACH ISSUE AREA. IS ALSO EXPLORED ONE CRITICAL ISSUE IN-DEPTH: THE POWER DYNAMIC BETWEEN FUNDERS AND GRANTEES. IN FALL 2016, IS PUBLISHED A SERIES OF EIGHT CASE STUDIES - CALLED MODEL PARTNERSHIPS FOR IMPACT - THAT SHOWCASE A GRANTEE AND FUNDER PAIR WHO EXEMPLIFY HEALTHY RELATIONSHIPS AND ILLUMINATE THE PRACTICES AND BEHAVIORS THAT CONTRIBUTE TO A POSITIVE POWER DYNAMIC. IS ALSO USED A HUMAN-CENTERED DESIGN PROCESS TO DEVELOP PROTOTYPES FOR TOOLS TO HELP ORGANIZATIONS TO BUILD AND SUSTAIN HEALTHIER FUNDER-GRANTEE RELATIONSHIPS. THROUGH THE TOOL DESIGN PROCESS, IS LEARNED MANY IMPORTANT LESSONS ABOUT THE COMPLEXITIES OF THE POWER DYNAMIC, AND ULTIMATELY DECIDED NOT TO PURSUE DEVELOPMENT OF THE TOOL PROTOTYPES. IS SHARED LESSONS LEARNED THROUGH A BLOG SERIES, WRITTEN IN DECEMBER 2016. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | DescDesc |
|---|---|
| $581,560 | NETWORKS AND MEMBER ENGAGEMENT - THE IS MEMBERSHIP IS A LEADERSHIP NETWORK OF OVER 500 ORGANIZATIONS REPRESENTING A CROSS-SECTION OF THE CHARITABLE COMMUNITY INCLUDING LOCAL, REGIONAL AND NATIONAL PUBLIC CHARITIES, FOUNDATIONS, CORPORATE GIVING PROGRAMS, AND OTHER ORGANIZATIONS COMMITTED TO ADVANCING THE COMMON GOOD. WE ENGAGE MEMBERS OF DIFFERENT TYPES, SIZES, MISSION AREAS, AND GEOGRAPHIES, AND INVOLVE OUR MEMBERSHIP IN ALL OF OUR EFFORTS TO STRENGTHEN THE CHARITABLE COMMUNITY. THIS INCLUDES: DEVELOPING POLICY POSITIONS AND AMPLIFYING THE VOICE OF THE CHARITABLE COMMUNITY TO THE ADMINISTRATION AND LEGISLATORS, SUPPORTING AND DEVELOPING ESTABLISHED AND EMERGING LEADERS, AND PROMOTING GOOD GOVERNANCE STANDARDS. MEMBERS ARE INFORMED THROUGH OUR DAILY AND PERIODIC COMMUNICATIONS, AND THROUGH REPORTS ON RELEVANT TOPICS PROVIDING INSIGHT INTO THE FORCES SHAPING THE CHARITABLE COMMUNITY. MEMBERS ARE ENGAGED THROUGH COMMITTEES, ONLINE AND IN-PERSON EVENTS, AND AT OUR ANNUAL CONFERENCE WHERE THEY BRING THEIR THOUGHT LEADERSHIP AND EXPERTISE, AS WELL AS THEIR DESIRE TO FURTHER DEVELOP THEIR SKILLS AND KNOWLEDGE AND CONNECT WITH OTHER CHANGEMAKERS. DURING 2016, MUCH OF IS' PROGRAMS AND POLICY WORK WAS INFORMED BY INSIGHTS REVEALED THROUGH OUR THREADS COMMUNITY CONVERSATIONS INITIATIVE IN 2015. WE INTEGRATED MANY OF THESE INSIGHTS INTO A NEW STRATEGIC FRAMEWORK FOR INDEPENDENT SECTOR COMPRISED OF THREE SPECIFIC STRATEGIC DRIVERS - COMMUNITY BUILDER, SECTOR ENABLER, AND POLICY LEADER. WITH THESE DRIVING STRATEGIES, WE CAN DO BETTER AT DOING GOOD BY WORKING TOGETHER, HELP THE SECTOR TELL ITS STORY AND DEMONSTRATE ITS IMPACT, AND PLAY A POSITIVE AND PROACTIVE ROLE IN HELPING TO DEVELOP AND SUPPORT POLICIES THAT ADVANCE THE COMMON GOOD. |
| $1,108,959 | COMMUNICATIONS - INDEPENDENT SECTOR WORKS TO COMMUNICATE THE VALUE OF THE CHARITABLE COMMUNITY TO THE MEDIA, ELECTED OFFICIALS, THE PUBLIC, AND STAFF AT PUBLIC CHARITIES AND FOUNDATIONS WHILE EDUCATING ITS MEMBERSHIP AND AUDIENCES ACROSS THE SOCIAL GOOD SPACE ON EMERGING CHALLENGES, OPPORTUNITIES, AND TRENDS. IN 2016, COVERAGE OF IS ACTIVITIES APPEARED MORE THAN 1,000 TIMES IN NATIONAL OUTLETS INCLUDING FORBES, BLOOMBERG, REUTERS, US NEWS & WORLD REPORT, CHICAGO TRIBUNE, THE BOSTON GLOBE, AND HARVARD BUSINESS REVIEW. IS ALSO GARNERED VISIBILITY IN TRADE PUBLICATIONS SUCH AS THE CHRONICLE OF PHILANTHROPY, THE NONPROFIT TIMES, NONPROFIT QUARTERLY, AND STANFORD SOCIAL INNOVATION REVIEW. MEDIA REPRESENTATIVES LOOK TO IS FOR EXPERTISE ON VOLUNTEERING, ETHICS AND ACCOUNTABILITY, AND PUBLIC POLICY ISSUES, PARTICULARLY ON ISSUES OF TAX AND FISCAL POLICY AFFECTING THE CHARITABLE COMMUNITY. THE 33% INCREASE FROM 2015 WAS DUE TO THE ANNOUNCEMENT AND ONBOARDING OF OUR NEW CEO IN FEBRUARY AND JULY, RESPECTIVELY. VISIBILITY WAS ALSO BOLSTERED BY THE HIRE OF A NEW COO IN AUGUST.INDEPENDENT SECTOR CONTINUES TO SERVE AS A SOURCE OF BEST PRACTICES, STRATEGIES, AND EMERGENT TRENDS TO THE CHARITABLE COMMUNITY, AND A FORUM TO DISCUSS THEM. CEO DAN CARDINALI SPOKE AT MORE THAN 10 HIGH-VISIBILITY EVENTS BETWEEN JULY AND DECEMBER 2016. WE ARE ALSO CONTINUALLY IMPROVING OUR DIGITAL PRESENCE, USER EXPERIENCE, CIRCULATION OF KEY INFORMATION, AND OPPORTUNITIES FOR ENGAGEMENT. IN 2016, IS COMPLETED A REDESIGN OF ITS WEBSITE AND DIGITAL STRATEGY. THE FIRST TWO PHASES OF THE WEBSITE WERE COMPLETED IN 2015 AND THE WEBSITE LAUNCHED AT THE BEGINNING OF 2017. INDEPENDENT SECTOR'S COLLECTIVE SOCIAL AUDIENCE INCREASED BY NEARLY 4,000 IN 2016-CONCLUDING THE YEAR WITH 31,755 TWITTER FOLLOWERS, 8,178 FACEBOOK PAGE LIKES, AND 2,867 FOLLOWERS ON LINKEDIN. INDEPENDENT SECTOR ALSO CONTINUED ITS ONE-YEAR PILOT OF ISQ, A QUARTERLY MAGAZINE TELLING STORIES FROM AROUND THE CHARITABLE COMMUNITY. STORIES FROM THE THREE ISQ ISSUES PUBLISHED OVER THE COURSE OF 2016 ARE NOW FEATURED PROMINENTLY AS "STORIES FROM THE SECTOR" ON THE HOMEPAGE OF OUR REDESIGNED WEBSITE. |
| $712,310 | LEADERSHIP FOR THE FUTURE - BUILDING ON EFFORTS FIRST INITIATED IN LATE 2013 AND CULMINATING WITH A BOARD APPROVED STRATEGIC FRAMEWORK IN APRIL OF 2016, INDEPENDENT SECTOR USED 2016 TO FURTHER REFINE AND EXECUTE ON PLANS TO IMPLEMENT THE BOARD-APPROVED STRATEGY. IS ALSO BROUGHT ON A NEW CEO IN 2016, AND A GOOD PORTION OF THE YEAR WAS DEDICATED ALLOWING THE SENIOR TEAM TO DETERMINE HOW BEST TO ADVANCE THE NEW STRATEGY AND IMBED IT IN THE PROGRAMMATIC ACTIVITIES OF THE ORGANIZATION. THE CORE STRATEGIC FRAMEWORK ARTICULATES THREE PRIMARY DRIVERS FOR THE ONGOING EFFORTS OF THE ORGANIZATION: -COMMUNITY BUILDER: IS WILL CONTINUE TO GATHER THE DIVERSE PLAYERS THAT MAKE UP THE SOCIAL SECTOR, USING SUCH OPPORTUNITIES TO BUILD RELATIONSHIPS, KNOWLEDGE, CONNECTION ACROSS SECTORS, AND ACTION-BASED LEARNING. WE ALSO AIM TO USE OUR CONVENING AS AN OPPORTUNITY TO BUILD THE COLLECTIVE VOICE AND CORE STORY OF OUR SECTOR AND ITS ROLE IN AMERICAN LIFE AND IMPACT ON CIVIL SOCIETY. - POLICY LEADER: IS WILL CONTINUE IN ITS FEDERAL POLICY EFFORTS, WORKING TO ENGAGE THE POLICY MAKING COMMUNITY IN WAYS THAT PROMOTE AND PROTECT THE ROLE OF THE SECTOR AND CREATE GREATER OPPORTUNITY FOR CROSS SECTOR COLLABORATION. IS WILL ALSO CONTINUE ITS WORK TO EMPOWER ORGANIZATIONS ACROSS THE SECTOR AS MORE EFFECTIVE POLICY ADVOCATES. - SECTOR ENABLER: IS WILL IDENTIFY A SMALL NUMBER OF ISSUE AREAS WHERE THERE ARE STRUCTURAL OR OTHER CHALLENGES THAT IMPEDE PROGRESS IN THE SECTOR, OR OPPORTUNITIES THAT OFFER THE POTENTIAL TO SCALE IMPACT. WE EXPECT A LIMITED NUMBER OF COLLABORATIVE "WORK STREAMS" WILL BE LAUNCHED IN 2017 TO PILOT NEW APPROACHES TO SOLVING THESE CHALLENGES OR LEVERAGING OPPORTUNITIES.DURING 2016, THE GOVERNANCE & SPECIAL PROJECTS (GSP) TEAM CONTINUED TO SUPPORT THE BOARD OF DIRECTORS' STRATEGIC LEADERSHIP AND OVERSIGHT OF THE ORGANIZATION. THE TEAM SUPPORTED THE EARLY-STAGE IMPLEMENTATION OF THE NEW STRATEGIC VISION, AND HELPED ENSURE THAT THE BOARD WAS APPROPRIATELY ENGAGED AND POSITIONED TO PLAY ITS VITAL LEADERSHIP ROLE RELATIVE TO SETTING THE ORGANIZATION'S PATH TO THE FUTURE. AS A LEADER AND CHAMPION ON BEHALF OF THE NONPROFIT AND PHILANTHROPIC SECTOR FOR MORE THAN 30 YEARS, INDEPENDENT SECTOR IS DEEPLY KNOWLEDGEABLE ABOUT THE CHARITABLE SECTOR, IS VIEWED WITH RESPECT AND CREDIBILITY, AND HAS A REPUTATION FOR RESPONSIVENESS, AGILITY, KNOWLEDGE, AND RELIABILITY. IS IS HIGHLY REGARDED FOR ITS ROLE AS A CONVENER IN BRINGING TOGETHER SECTOR LEADERS FROM A BROAD SPECTRUM OF GROUPS AROUND SALIENT ISSUES, AND IS RECOGNIZED AND VALUED FOR ITS PUBLIC POLICY WORK. AS THE SECTOR AND ITS LEADERS FACE INCREASINGLY COMPLEX CHALLENGES IN A CONSTANTLY SHIFTING ENVIRONMENT, IN 2016 IS LEVERAGED ITS ANNUAL BUSINESS MEETING TO UPDATE STAKEHOLDERS ON THE PROGRESS IS HAS MADE TO TAKE ITS NEW STRATEGY "OUT INTO THE WORLD" IN WAYS THAT ARE RESPONSIVE TO SECTOR NEEDS. THROUGH THE CONTINUED EXECUTION OF THE JOHN W. GARDNER LEADERSHIP AWARD PROGRAM, THE GOVERNANCE & SPECIAL PROJECTS TEAM CONTINUED TO STRENGTHEN IS'S COMMITMENT TO IDENTIFYING AND ACKNOWLEDGING OUTSTANDING SECTOR LEADERSHIP. IS'S RECOGNITION IN 2016 OF BRYAN STEVENSON, FOUNDER AND EXECUTIVE DIRECTOR, EQUAL JUSTICE INITIATIVE, ONCE AGAIN HIGHLIGHTED AN EXCEPTIONAL SECTOR LEADER WHOSE WORK HAS TRANSCENDED THEIR FIELD AND HAS CONTRIBUTED TO SOCIETY MORE BROADLY. IN CONFERRING THE AWARD, IS CONTINUED THE TRADITION OF HONORING AN INDIVIDUAL HELD UP AS A BEACON OF ACHIEVEMENT, DESERVING OF PUBLIC RECOGNITION, AND WORTHY OF CITATION AS A MODEL FOR OTHERS -- BOTH WITHIN AND OUTSIDE OF THE SECTOR -- TO EMULATE. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,402,829 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $7,530,384 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 47 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLYN MOLLEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024676100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1602 L STREET NW NO 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 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 |
|---|---|---|---|---|---|---|---|
| NEIL J NICOLL | |||||||
| CHAIR, DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEVEN J MCCORMICK | |||||||
| VICE-CHAIR, DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SANDRA L VARGAS | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JIM GIBBONS | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEFFREY L BRADACH | |||||||
| AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRY MAZANY | |||||||
| AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA R ARNWINE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED BLACKWELL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY CALVIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SONYA CAMPION | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTONY CHIANG | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RON KAGAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH KASTELIC | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY KRAMER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT L LYNCH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY J MCCLIMON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANE MELLEY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HENRY TIMMS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DARREN WALKER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT BRIGGS | |||||||
| DIRECTOR UNTIL 11/2016 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KYLE CALDWELL | |||||||
| DIRECTOR UNTIL 11/2016 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE FLOCH | |||||||
| DIRECTOR UNTIL 09/2016 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BERNARD J MILANO | |||||||
| DIRECTOR UNTIL 11/2016 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL SCHMITZ | |||||||
| DIRECTOR UNTIL 11/2016 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL J CARDINALI | |||||||
| CEO | 38.00 | Yes (X) | $340,614 | $0 | $3,879 | ||
| CLAIRE WELLINGTON | |||||||
| ILT, SVP GOVERNANCE & SPECIAL PROJ | 38.00 | Yes (X) | $258,829 | $0 | $44,848 | ||
| JEFFREY MOORE | |||||||
| ILT, VP STRATEGY | 38.00 | Yes (X) | $234,333 | $0 | $27,722 | ||
| CANDY HILL | |||||||
| ILT, VP COMMUNICATIONS | 38.00 | Yes (X) | $274,279 | $0 | $28,536 | ||
| CAROLYN MOLLEN | |||||||
| VP, CFO | 38.00 | Yes (X) | $183,691 | $0 | $6,539 | ||
| VICTOR REINOSO | |||||||
| COO | 38.00 | Yes (X) | $90,057 | $0 | $883 | ||
| GEOFFREY PLAGUE | |||||||
| VP, PUBLIC POLICY | 38.00 | $217,976 | $0 | $20,558 | Yes (X) | ||
| AMANDA BROUN | |||||||
| VP, PROGRAMS & PRACTICE | 38.00 | $170,733 | $0 | $39,750 | Yes (X) | ||
| NADINE JALANDONI | |||||||
| VP, CONVENINGS & KNOWLEDGE SHARING | 38.00 | $171,710 | $0 | $42,802 | Yes (X) | ||
| DANIELLE MAXWELL | |||||||
| DIRECTOR, TALENT & ADMINISTRATION | 38.00 | $140,452 | $0 | $18,724 | Yes (X) | ||
| ROBERT BALTHASER | |||||||
| VP | 38.00 | $141,262 | $0 | $5,390 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,223,936 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $239,631 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE SHERIDAN GROUP | |||||
| 1224 M STREET NW SUITE 300 | WASHINGTON | DC | 20008 | ELECTORAL CONSULTING | $270,168 |
| OFFICE IT SOLUTIONS | |||||
| 3509 CONNECTICUT AVE NW 705 | WASHINGTON | DC | 20008 | TECHNOLOGY SERVICES | $268,241 |
| WASHINGTON HILTON | |||||
| 1919 CONNECTICUT AVENUE | WASHINGTON | DC | 20009 | HOTEL SERVICES | $246,251 |
| WASHINGTON COUNCIL E&Y | |||||
| 1001 PENNSYLVANIA AVE NW 601 | WASHINGTON | DC | 20004 | LEGAL CONSULTING | $227,500 |
| VERBUM WORD GROUP | |||||
| 313 MILL STREET | MILTON | DE | 19968 | CONSULTING | $188,160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,062,310 | MembershipDuesAmt |
| All Other Contributions | $3,084,392 | AllOtherContributionsAmt |
| Noncash Contributions | $20,230 | NoncashContributionsAmt |
| Total Contributions | $5,146,702 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CONFERENCE FEES | 900004 | $786,087 | $777,312 | $8,775 |
| PUBLICATION SALES | 900099 | $20,019 | $20,019 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $806,106 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $143,436 | TotalRevenueColumnAmt |
| Exclusion | $143,436 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,381 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $36,381 | UnrelatedBusinessRevenueAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,563,514 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,475,423 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $88,091 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $88,091 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $38,892 | UnrelatedBusinessRevenueAmt |
| Exclusion | $49,199 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,410,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,302,966 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $107,034 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $107,034 | TotalRevenueColumnAmt |
| Exclusion | $107,034 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| SUBLEASE INCOME | 900099 | $110,372 | $110,372 | |
| PARKING SERVICES | 812930 | $57,563 | $57,563 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $167,935 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,495,685 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $797,331 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $132,836 | UnrelatedBusinessRevenueAmt |
| Exclusion | $418,816 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,508,539 | TotalAmt |
| Program Services | $881,269 | ProgramServicesAmt |
| Management And General | $490,039 | ManagementAndGeneralAmt |
| Fundraising | $137,231 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,848,616 | TotalAmt |
| Program Services | $2,248,313 | ProgramServicesAmt |
| Management And General | $1,250,198 | ManagementAndGeneralAmt |
| Fundraising | $350,105 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,294 | TotalAmt |
| Program Services | $102,989 | ProgramServicesAmt |
| Management And General | $57,268 | ManagementAndGeneralAmt |
| Fundraising | $16,037 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,734 | TotalAmt |
| Program Services | $265,649 | ProgramServicesAmt |
| Management And General | $147,718 | ManagementAndGeneralAmt |
| Fundraising | $41,367 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $353,937 | TotalAmt |
| Program Services | $206,766 | ProgramServicesAmt |
| Management And General | $114,974 | ManagementAndGeneralAmt |
| Fundraising | $32,197 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,936 | TotalAmt |
| Management And General | $73,936 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,803 | TotalAmt |
| Management And General | $46,803 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,720 | TotalAmt |
| Fundraising | $174,720 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,357 | TotalAmt |
| Management And General | $33,357 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,449,944 | TotalAmt |
| Program Services | $1,029,470 | ProgramServicesAmt |
| Management And General | $418,497 | ManagementAndGeneralAmt |
| Fundraising | $1,977 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,531 | TotalAmt |
| Program Services | $22,531 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,145 | TotalAmt |
| Program Services | $134,866 | ProgramServicesAmt |
| Management And General | $147,625 | ManagementAndGeneralAmt |
| Fundraising | $5,654 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,888 | TotalAmt |
| Program Services | $31,444 | ProgramServicesAmt |
| Management And General | $31,444 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,040,360 | TotalAmt |
| Program Services | $617,040 | ProgramServicesAmt |
| Management And General | $321,146 | ManagementAndGeneralAmt |
| Fundraising | $102,174 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,525 | TotalAmt |
| Program Services | $189,587 | ProgramServicesAmt |
| Management And General | $16,795 | ManagementAndGeneralAmt |
| Fundraising | $7,143 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $522,712 | TotalAmt |
| Program Services | $464,110 | ProgramServicesAmt |
| Management And General | $41,115 | ManagementAndGeneralAmt |
| Fundraising | $17,487 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,736 | TotalAmt |
| Management And General | $179,736 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,081 | TotalAmt |
| Management And General | $19,081 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALLOCATED OVERHEAD | Desc |
| Total | $0 | TotalAmt |
| Program Services | $1,336,350 | ProgramServicesAmt |
| Management And General | -$1,527,099 | ManagementAndGeneralAmt |
| Fundraising | $190,749 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,469,858 | TotalAmt |
| Program Services | $7,530,384 | ProgramServicesAmt |
| Management And General | $1,862,633 | ManagementAndGeneralAmt |
| Fundraising | $1,076,841 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,906,562 | BOYAmt |
| EOY | $619,275 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $890,939 | BOYAmt |
| EOY | $646,932 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,852,395 | BOYAmt |
| EOY | $847,204 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,187 | BOYAmt |
| EOY | $88,805 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,737 | BOYAmt |
| EOY | $128,834 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $37,051,333 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,858,647 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,932,149 | BOYAmt |
| EOY | $28,192,686 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,370,017 | BOYAmt |
| EOY | $8,403,509 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $826,883 | BOYAmt |
| EOY | $1,017,959 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,933,869 | BOYAmt |
| EOY | $39,945,204 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $698,840 | BOYAmt |
| EOY | $1,063,708 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,720 | BOYAmt |
| EOY | $5,850 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,764,364 | BOYAmt |
| EOY | $10,414,671 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,875,000 | BOYAmt |
| EOY | $1,625,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,898 | BOYAmt |
| EOY | $203,651 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,552,822 | BOYAmt |
| EOY | $13,312,880 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,905,023 | BOYAmt |
| EOY | $25,392,623 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,476,024 | BOYAmt |
| EOY | $1,239,701 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,381,047 | BOYAmt |
| EOY | $26,632,324 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,933,869 | BOYAmt |
| EOY | $39,945,204 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,974,173 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $225,450 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,098,977 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,535,206 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,482,486 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,420,635 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,146,702 | CurrentTaxYearAmt |
| Total | $40,684,006 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,098,977 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,535,206 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,482,486 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,420,635 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,146,702 | CurrentTaxYearAmt |
| Total | $40,684,006 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,755,890 | SubstantialContributorsTotAmt |
| Public Support Total170 | $33,928,116 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $720,583 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $964,742 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,070,771 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,303,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,127,031 | CurrentTaxYearAmt |
| Total | $5,187,085 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $45,871,091 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,988,078 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73960 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72960 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $33,216 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $33,216 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,436,642 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,469,858 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $673,493 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $168,373 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $568,668 | CurrentYearMinus3Amt |
| Current Year Minus2 | $561,504 | CurrentYearMinus2Amt |
| Current Year Minus1 | $699,667 | CurrentYearMinus1Amt |
| Current Year | $673,493 | CurrentYearAmt |
| Total | $2,503,332 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,754,998 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $7,966 | CurrentYearMinus3Amt |
| Current Year Minus2 | $7,260 | CurrentYearMinus2Amt |
| Current Year Minus1 | $23,762 | CurrentYearMinus1Amt |
| Current Year | $33,216 | CurrentYearAmt |
| Total | $72,204 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $142,167 | CurrentYearMinus3Amt |
| Current Year Minus2 | $140,376 | CurrentYearMinus2Amt |
| Current Year Minus1 | $174,917 | CurrentYearMinus1Amt |
| Current Year | $168,373 | CurrentYearAmt |
| Total | $625,833 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $938,750 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,358,065 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $416,003 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $162,060 | OtherExpendituresAmt |
| End Year Balance | $6,612,008 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,521,437 | BeginningYearBalanceAmt |
| Contributions | $1,999,216 | ContributionsAmt |
| Investment Earnings Or Losses | -$32,393 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $130,195 | OtherExpendituresAmt |
| End Year Balance | $6,358,065 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,500,000 | BeginningYearBalanceAmt |
| Contributions | $2,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $168,829 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $147,392 | OtherExpendituresAmt |
| End Year Balance | $4,521,437 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,000,000 | BeginningYearBalanceAmt |
| Other Expenditures | $2,500,000 | OtherExpendituresAmt |
| End Year Balance | $2,500,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,000,000 | BeginningYearBalanceAmt |
| End Year Balance | $5,000,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,391,820 | OtherCostOrOtherBasisAmt |
| Book Value | $5,391,820 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,728,691 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,958,270 | DepreciationAmt |
| Book Value | $20,770,421 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,445,030 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,099,713 | DepreciationAmt |
| Book Value | $1,345,317 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,485,792 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,800,664 | DepreciationAmt |
| Book Value | $685,128 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $28,192,686 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS HELD IN ESCROW | $152,524 |
| DEFERRED RENT | $51,127 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $203,651 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,310,495 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $225,450 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $171,500 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $396,950 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,913,545 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$1,417,860 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,417,860 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,495,685 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,059,218 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $171,500 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,417,860 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,589,360 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,469,858 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,469,858 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE UNRESTRICTED NET ASSETS OF INDEPENDENT SECTOR ARE REPORTED AS UNDESIGNATED AND BOARD DESIGNATED NET ASSETS. UNRESTRICTED NET ASSETS REPRESENT THE PORTION OF EXPENDABLE FUNDS THAT IS AVAILABLE TO SUPPORT THE OPERATIONS OF INDEPENDENT SECTOR, WHILE BOARD DESIGNATED NET ASSETS REPRESENT A PORTION OF UNRESTRICTED NET ASSETS FOR DESIGNATED PURPOSES AND CONSISTS OF A SHORT TERM BUILDING OPERATING FUND AND A LONG TERM RESERVE FUND WHICH WAS CREATED TO ESTABLISH A CORPUS FOR WHICH INVESTMENT INCOME WILL BE USED FOR GENERAL OPERATIONS. AS OF DECEMBER 31, 2016, BOARD DESIGNATED NET ASSETS INCLUDED $500,000 IN THE SHORT TERM BUILDING OPERATING FUND AND $6,112,008 IN THE LONG TERM RESERVE FUND. |
| PART X, LINE 2: | UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, INDEPENDENT SECTOR IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. FOR THE YEAR ENDED DECEMBER 31, 2016, NO PROVISION FOR INCOME TAXES WAS REQUIRED, AS INDEPENDENT SECTOR HAD NO UNRELATED BUSINESS TAX LIABILITY. LLC IS A SINGLE MEMBER LIMITED LIABILITY COMPANY THAT HAS ELECTED TO BE TREATED AS A DISREGARDED ENTITY. AS SUCH, LLC IS NOT SUBJECT TO FEDERAL INCOME TAX, BUT RATHER, ITS INCOME OR LOSS INURES TO INDEPENDENT SECTOR. LLC IS SUBJECT TO THE DISTRICT OF COLUMBIA BUSINESS FRANCHISE TAX. THERE WAS NO TAX PROVISION NECESSARY TO BE ACCRUED AS OF DECEMBER 31, 2016. THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (FASB ASC TOPIC 740-10) ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2013. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED ON LINE 6B -1,475,423. PARKING SERVICE REVENUE REPORTED ON LINE 11 57,563. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED ON LINE 6B 1,475,423. PARKING SERVICE REVENUE REPORTED ON LINE 11 -57,563. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VERBUM | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 313 MILL ST | AddressLine1Txt |
| City | MILTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19968 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | LEAD THE 2016 NAT'L CONF. FUNDRAISING EFFORTS & PROVIDED GEN | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $174,720 | RetainedByContractorAmt |
| Net To Organization | -$174,720 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $174,720 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$174,720 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL J CARDINALI | ||||||||||||||
| CEO | $324,959 | $0 | $15,000 | $0 | $655 | $0 | $0 | $0 | $4,211 | $0 | $344,825 | $0 | $0 | $0 |
| CLAIRE WELLINGTON | ||||||||||||||
| ILT, SVP GOVERNANCE & SPECIAL PROJ | $237,432 | $0 | $5,000 | $0 | $16,397 | $0 | $16,155 | $0 | $31,603 | $0 | $306,587 | $0 | $13,182 | $0 |
| JEFFREY MOORE | ||||||||||||||
| ILT, VP STRATEGY | $213,455 | $0 | $5,000 | $0 | $15,878 | $0 | $16,222 | $0 | $14,292 | $0 | $264,847 | $0 | $13,182 | $0 |
| CANDY HILL | ||||||||||||||
| ILT, VP COMMUNICATIONS | $251,485 | $0 | $5,000 | $0 | $17,794 | $0 | $0 | $0 | $32,275 | $0 | $306,554 | $0 | $13,182 | $0 |
| CAROLYN MOLLEN | ||||||||||||||
| VP, CFO | $168,568 | $0 | $0 | $0 | $15,123 | $0 | $0 | $0 | $8,937 | $0 | $192,628 | $0 | $8,182 | $0 |
| GEOFFREY PLAGUE | ||||||||||||||
| VP, PUBLIC POLICY | $182,767 | $0 | $0 | $0 | $35,209 | $0 | $12,377 | $0 | $9,079 | $0 | $239,432 | $0 | $19,091 | $0 |
| AMANDA BROUN | ||||||||||||||
| VP, PROGRAMS & PRACTICE | $155,158 | $0 | $0 | $0 | $15,575 | $0 | $4,919 | $0 | $36,873 | $0 | $212,525 | $0 | $8,182 | $0 |
| NADINE JALANDONI | ||||||||||||||
| VP, CONVENINGS & KNOWLEDGE SHARING | $156,165 | $0 | $0 | $0 | $15,545 | $0 | $17,082 | $0 | $29,484 | $0 | $218,276 | $0 | $8,182 | $0 |
| DANIELLE MAXWELL | ||||||||||||||
| DIRECTOR, TALENT & ADMINISTRATION | $125,356 | $0 | $0 | $0 | $15,096 | $0 | $9,755 | $0 | $10,342 | $0 | $160,549 | $0 | $8,182 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | CLAIRE WELLINGTON, JEFF MOORE AND CINDY HILL WERE PAID BONUS DUE TO THE ILT-INTERIM LEADERSHIP TEAM AFTER DIANA AVIV, CEO LEFT THE ORGANIZATION. DANIEL J CARDINALI RECEIVED A BONUS AS PART OF THE CEO OFFER AND ACCEPTANCE PROCESS. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISTRICT OF COLUMBIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 566001131 | BondIssuerEIN |
| Bond Issued | 2013-06-04 | BondIssuedDt |
| Issue Price | $11,600,000 | IssuePriceAmt |
| Purpose | TO REFINANCE PURCHASE OF HEADQUARTERS BUILDING | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,185,329 | RetiredAmt |
| Total Proceeds | $11,600,000 | TotalProceedsAmt |
| Other Spent Proceeds | $11,600,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2013 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | Yes (1) | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | IS HAS MEMBERS THAT HELP SUPPORT THE MISSION OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THERE IS ONLY ONE CLASS OF VOTING MEMBERS. THE MEMBERSHIP HAVE THE AUTHORITY TO ELECT DIRECTORS OF THE ORGANIZATION OTHER THAN THE PRESIDENT. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBERSHIP HAVE THE AUTHORITY TO APPROVE CHANGES IN THE ARTICLES OF INCORPORATION AND BY-LAWS, MEMBERSHIP DUES AND/OR DUES ASSESSMENT METHODOLOGY, MEMBERSHIP ELIGIBILITY CRITERIA, AFFIRM MAJOR POLICIES AND LEGISLATIVE ACTIONS BY THE BOARD, AS APPROPRIATE, AND ADOPT RESOLUTIONS ON NATIONAL ISSUES OF CONCERNS TO THE MEMBERSHIP, AS APPROPRIATE. |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING, THE FORM 990 IS PRESENTED TO INDEPENDENT SECTOR'S AUDIT COMMITTEE FOR REVIEW. THE CHIEF FINANCIAL OFFICER ALSO REVIEWS THE FORM 990 IN DETAIL WITH THE PRESIDENT AND CHIEF EXECUTIVE OFFICER PRIOR TO OBTAINING THE CEO'S SIGNATURE ON THE DOCUMENT. THE FORM 990 IS ALSO PRESENTED TO THE FULL BOARD OF DIRECTORS FOR REVIEW IN ADVANCE OF FILING. IT IS DISTRIBUTED IN ADVANCE OF THE BOARD MEETING IN ORDER TO ENSURE THAT DIRECTORS HAVE THE OPPORTUNITY FOR A MEANINGFUL REVIEW AND TO ALLOW ALL DIRECTORS THE OPPORTUNITY TO GAIN A FULL UNDERSTANDING OF THE DOCUMENT BEFORE IT IS FILED. INDEPENDENT SECTOR'S AUDITORS PARTICIPATE IN THE BOARD MEETING IN ORDER TO RESPOND TO ANY QUESTIONS THAT DIRECTORS MAY HAVE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR, BOARD MEMBERS ARE ASKED TO REVIEW INDEPENDENT SECTOR'S CONFLICT OF INTEREST POLICY AND TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. AMONG OTHER THINGS, THE POLICY MAKES CLEAR THAT ALL DECISIONS OF THE BOARD, OFFICERS AND EMPLOYEES OF INDEPENDENT SECTOR ARE TO BE MADE SOLELY ON THE BASIS OF A DESIRE TO PROMOTE THE BEST INTERESTS OF THE ORGANIZATION AND THE PUBLIC GOOD. THE DISCLOSURE STATEMENT, IN TURN, REQUESTS THAT DIRECTORS IDENTIFY, TO THE BEST OF THEIR KNOWLEDGE, AFFILIATIONS WITH ORGANIZATIONS THAT MAYBE POTENTIALLY RELATED TO THE FINANCIAL OR OTHER SUBSTANTIVE OPERATIONS OF INDEPENDENT SECTOR. THEY ARE ALSO ASKED TO IDENTIFY CIRCUMSTANCES INVOLVING EITHER THEMSELVES, OR A MEMBER OF THEIR EXTENDED FAMILY, THAT MAYBE CONSTRUED AS A CONFLICT OF INTEREST. IF SUCH CIRCUMSTANCE SHOULD ARISE SUBSEQUENT TO SUBMITTING THE DISCLOSURE STATEMENT, THE POLICY SETS FORTH AN ONGOING DISCLOSURE REQUIREMENT. AT THE STAFF LEVEL, INDEPENDENT SECTOR PERSONNEL ALSO ENSURE THAT THERE ARE NO CONFLICTS OF INTEREST WHEN CONSIDERING ENGAGEMENT OF A NEW VENDOR. IF A POTENTIAL CONFLICT IS IDENTIFIED, APPROPRIATE STEPS ARE TAKEN BOTH TO ASSESS THE NATURE OF THE POTENTIAL CONFLICT AND, SUBSEQUENTLY, TO ENSURE THAT THE POSSIBILITY OF AN ACTUAL CONFLICT IS MITIGATED. SUCH MITIGATION MAY BE ACHIEVED THROUGH THE RECUSAL OR FIREWALLING OF THE INDIVIDUAL IN QUESTION, THUS ENSURING THAT THE CONFLICT IS MANAGED AND THE LETTER AND SPIRIT OF THE CONFLICTS POLICY ARE UPHELD. IN ADDITION, WE NOTE THAT DURING THE ANNUAL AUDIT STAFF IDENTIFY AND DISCLOSE TO AUDITORS ALL KNOWN CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15A | APART FROM THE ORGANIZATION'S PRESIDENT AND CHIEF EXECUTIVE OFFICER, INDEPENDENT SECTOR'S BOARD OFFICERS (CHAIR, VICE CHAIR, SECRETARY, AND TREASURER) DO NOT RECEIVE COMPENSATION FROM THE ORGANIZATION. AN ANNUAL COMPENSATION REVIEW PROCESS FOR THE CEO TAKES PLACE UNDER THE LEADERSHIP OF THE BOARD CHAIR AND EXECUTIVE COMMITTEE. AN OUTSIDE CONSULTANT IS RETAINED OR SALARY SURVEYS AND 990S ARE REVIEWED TO PROVIDE INDUSTRY COMPARABLE SALARY DATA. AN INTERMEDIATE SANCTIONS ANALYSIS AND RELATED DOCUMENTATION ARE ALSO COMPLETED. THE EXECUTIVE COMMITTEE HAS RESPONSIBILITY FOR MAKING FINAL RECOMMENDATIONS TO THE FULL BOARD OF DIRECTORS REGARDING THE PRESIDENT'S PERFORMANCE EVALUATION AND COMPENSATION. THE BOARD OF DIRECTORS MAKES A FINAL DETERMINATION WITH REGARD TO THESE MATTERS. WITH REGARD TO STAFF COMPENSATION, THE PRESIDENT AND CEO, VICE PRESIDENTS, AND APPROPRIATE STAFF MANAGERS ALSO COMPLETE ANNUAL PERFORMANCE EVALUATIONS. FOR ALL STAFF OTHER THAN THE PRESIDENT AND CEO, IS UTILIZES INDUSTRY COMPARABLE DATA IN MAKING DETERMINATIONS REGARDING THE RANGE OF SALARIES. THE PRESIDENT AND CEO MAKES ALL FINAL DETERMINATIONS RELATIVE TO STAFF COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | INDEPENDENT SECTOR'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC. THE ANNUAL AUDIT, 990 AND 990T, BOARD OF DIRECTORS LIST, AND IS POLICIES (CONFLICT OF INTEREST, FINANCIAL RESPONSIBILITY, GIFTS AND ENTERTAINMENT, RECORDS RETENTION AND TRAVEL) ARE ALL AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE (WWW.INDEPENDENTSECTOR.ORG). |
| FORM 990, PART IX, LINE 11G | TEMPORARY HELP: PROGRAM SERVICE EXPENSES 12,243. MANAGEMENT AND GENERAL EXPENSES 6,808. FUNDRAISING EXPENSES 1,907. TOTAL EXPENSES 20,958. INDEPENDENT CONTRACTOR: PROGRAM SERVICE EXPENSES 80,760. MANAGEMENT AND GENERAL EXPENSES 32,685. FUNDRAISING EXPENSES 6. TOTAL EXPENSES 113,451. CONSULTANT: PROGRAM SERVICE EXPENSES 769,200. MANAGEMENT AND GENERAL EXPENSES 311,308. FUNDRAISING EXPENSES 53. TOTAL EXPENSES 1,080,561. LEGISLATIVE ASSISANCE: PROGRAM SERVICE EXPENSES 149,489. MANAGEMENT AND GENERAL EXPENSES 60,501. FUNDRAISING EXPENSES 10. TOTAL EXPENSES 210,000. SPEAKERS, SERVICE BUREAUS, AND OTHER: PROGRAM SERVICE EXPENSES 17,778. MANAGEMENT AND GENERAL EXPENSES 7,195. FUNDRAISING EXPENSES 1. TOTAL EXPENSES 24,974. |
| FORM 990, PAGE 6, PART VI, LINE 1 AND PAGE 7, PART VII, VOTING MEMBERS | THE NUMBER OF VOTING MEMBERS SHOWN IN PART VI SECTION A LINE 1 DIFFERS FROM THE NUMBER OF DIRECTORS LISTED IN PART VII BECAUSE BOARD MEMBERS ARE INCLUDED IN PART VII IF THEY SERVED ON THE BOARD AT ANY TIME DURING 2016. INDEPENDENT SECTOR'S BOARD TERM BEGINS AT THE ANNUAL BUSINESS MEETING HELD DURING THE IS ANNUAL CONFERENCE IN THE FALL. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1620 IS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1602 L STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 543219877 | EIN |
| Primary Activities | BUILDING MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Total Income | $2,664,014 | TotalIncomeAmt |
| End Of Year Assets | $38,631,319 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT SECTOR | BusinessNameLine1Txt |
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