PROSPERITY NOW: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PROSPERITY NOW (EIN 52-1141804)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-30
- IRS object ID
- 201733039349300308
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-30T07:55:30-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 650N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | 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 | 521141804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORPORATION FOR ENTERPRISE DEVELOPMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CORP | BusinessNameControlTxt |
| Phone | 2024089788 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 G STREET NW NO 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADNAN S BOKHARI | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER & COO | PersonTitleTxt |
| Phone | 2024089788 | PhoneNum |
| Signature | 2017-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3019519090 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.103.231.202 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-30 | IPDt |
| IP Tm | 08:53:15 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 24E2B1EDDFB7997E904F8C8AA54720A5F314F67A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8ED488898585AAEEC76628CD5B5A6628BA20994B | 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 | ANDREA S LEVERE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 G STREET NW NO 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,032,369 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFED.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III, LINE 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 102 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,869,053 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,908,064 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,467,299 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,600,776 | CYProgramServiceRevenueAmt |
| PY Investment Income | $305,658 | PYInvestmentIncomeAmt |
| CY Investment Income | $50,574 | CYInvestmentIncomeAmt |
| PY Other Revenue | $33,279 | PYOtherRevenueAmt |
| CY Other Revenue | $15,805 | CYOtherRevenueAmt |
| PY Total Revenue | $11,675,289 | PYTotalRevenueAmt |
| CY Total Revenue | $15,575,219 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $928,142 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $883,877 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,264,540 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,400,269 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $716,321 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,827,748 | PYOtherExpensesAmt |
| CY Other Expenses | $5,369,450 | CYOtherExpensesAmt |
| PY Total Expenses | $13,020,430 | PYTotalExpensesAmt |
| CY Total Expenses | $14,653,596 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,345,141 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $921,623 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,390,469 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,100,596 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,563,369 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,966,036 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,827,100 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,134,560 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CFED'S WORK MAKES IT POSSIBLE FOR MILLIONS OF PEOPLE TO ACHIEVE FINANCIAL SECURITY AND CONTRIBUTE TO AN OPPORTUNITY ECONOMY. WE SCALE INNOVATIVE PRACTICAL SOLUTIONS THAT EMPOWER LOW-AND MODERATE-INCOME PEOPLE TO BUILD WEALTH. WE DRIVE RESPONSIVE POLICY CHANGE AT ALL LEVELS OF GOVERNMENT. WE SUPPORT THE EFFORTS OF COMMUNITY LEADERS ACROSS THE COUNTRY TO ADVANCE ECONOMIC OPPORTUNITY FOR ALL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,659,336 | ExpenseAmt |
| Grant | $771,377 | GrantAmt |
| Revenue | $2,004,615 | RevenueAmt |
| Desc | SAVINGS AND FINANCIAL CAPABILITY: THE SAVINGS AND FINANCIAL CAPABILITY PROGRAM FOCUSES ON PROGRAM AND PRACTICE INNOVATIONS THAT HELP LOW-INCOME INDIVIDUALS AND FAMILIES HAVE THE KNOWLEDGE, SKILLS, AND RESOURCES THEY NEED TO BUILD ASSETS. THE PROGRAM ENSURES ADULTS ALSO HAVE ACCESS TO A RANGE OF PRODUCTS AND SERVICES THAT SUPPORT FINANCIAL CAPABILITY AND ASSET BUILDING, INCLUDING INDIVIDUAL DEVELOPMENT ACCOUNTS, FINANCIAL COACHING AND COUNSELING, FINANCIAL EDUCATION, AND ACCESS TO OTHER FINANCIAL PRODUCTS. THE PROGRAM PROVIDES TECHNICAL ASSISTANCE, RESEARCH, AND POLICY SUPPORT TO THE FIELD OF FINANCIAL CAPABILITY AND ASSET BUILDING PROVIDERS. IT IS ALSO ENSURING THAT LARGE PUBLIC SYSTEMS SUCH AS SCHOOLS, WORKFORCE DEVELOPMENT, HOUSING PROGRAMS, AND EMERGENCY ASSISTANCE INCORPORATE OPPORTUNITIES TO BUILD FINANCIAL CAPABILITY. THE CHILDREN'S SAVINGS ACCOUNT PROGRAM AT CFED IS FOCUSED ON ENSURING THAT EVERY LOW-INCOME CHILD IN AMERICA WILL HAVE A SAVINGS ACCOUNT EARMARKED IN HIS OR HER NAME FOR POST-SECONDARY EDUCATION. THIS WORK ENSURES THAT EVERYONE HAS A GREATER LIKELIHOOD OF NOT ONLY GETTING INTO COLLEGE BUT SUCCEEDING IN COLLEGE. THE PROGRAM: SUPPORTS A NETWORK OF PRACTITIONERS WITH PEER LEARNING, TOOLS, AND RESOURCES; FOSTERS THE DEVELOPMENT OF LOCAL POLICIES TO ESTABLISH AND SUPPORT CHILD SAVINGS ACCOUNT PROGRAMS; PROVIDES TECHNICAL ASSISTANCE IN THE DESIGN AND IMPLEMENTATION OF PROGRAMS; AND DISSEMINATES RESEARCH AND BEST PRACTICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,345,184 | ExpenseAmt |
| Grant | $8,000 | GrantAmt |
| Revenue | $28,000 | RevenueAmt |
| Desc | RESEARCH, POLICY RACIAL WEALTH AND ENGAGEMENT: THE APPLIED RESEARCH TEAM AT CFED PRODUCES AND DISSEMINATES THREE KINDS OF RESEARCH: (1) RESEARCH THAT HELPS DEFINE THE CURRENT STATE OF HOUSEHOLD FINANCIAL SECURITY IN THE U.S.; (2) RESEARCH THAT DOCUMENTS THE EMERGENCE AND GROWTH OF INNOVATIVE NEW PROGRAMS, POLICIES AND PRODUCTS DESIGNED TO HELP IMPROVE FINANCIAL SECURITY FOR U.S. CONSUMERS, AND: (3) RESEARCH THAT BUILDS THE EVIDENCE BASE ABOUT THE EFFECTIVENESS OF THESE STRATEGIES. IN 2015, CFED LAUNCHED THE RACIAL WEALTH DIVIDE INITIATIVE TO HELP CFED ADDRESS RACIAL WEALTH INEQUALITY IN A MORE COMPREHENSIVE AND TARGETED MANNER. THE POLICY PROGRAM AT CFED HELPS EDUCATE POLICYMAKERS, ADVOCATES AND THE PUBLIC ABOUT INNOVATIVE POLICY IDEAS THAT CAN SUPPORT LOW-INCOME HOUSEHOLDS IN THEIR EFFORTS TO STRENGTHEN THEIR FINANCIAL WELL BEING.CFED'S FIELD ENGAGEMENT TEAM CONNECTS, BUILDS THE CAPACITY OF AND MOBILIZES A BROAD RANGE OF STAKEHOLDERS IN THE ASSET-BUILDING AND FINANCIAL CAPABILITY FIELDS. THE TEAM MANAGES CFED'S NATIONAL NETWORKS OF ADVOCATES, PRACTITIONERS, POLICYMAKERS AND OTHERS WORKING TO ENSURE THAT LOW- AND MODERATE-INCOME FAMILIES HAVE THE SKILLS, SUPPORTS AND OPPORTUNITIES TO FUNDAMENTALLY IMPROVE THEIR ECONOMIC POSITION.ADDITIONALLY, IN 2014, CFED ASSUMED A COMPREHENSIVE FISCAL SPONSORSHIP ROLE FOR THE TAX ALLIANCE FOR ECONOMIC MOBILITY (TAEM) PROJECT. DURING 2016, CFED RECEIVED $60,000 AND RELEASED $90,860 BASED ON ACTUAL EXPENDITURES INCURRED IN SUPPORT OF THE PROJECT. IN 2015, CFED RECEIVED $122,000 AND RELEASED $113,284 BASED ON ACTUAL EXPENDITURES INCURRED IN SUPPORT OF THE PROJECT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,825,070 | ExpenseAmt |
| Revenue | $547,586 | RevenueAmt |
| Desc | NATIONAL CONFERENCE & COMMUNICATIONS: CFED'S COMMUNICATIONS PROGRAM SUPPORTS EACH OF ITS ONGOING PROGRAMS AS WELL AS THE LARGER GOALS OF THE ORGANIZATION BY PROMOTING AND EXPLAINING THE WORK OF CFED TO A VARIETY OF STAKEHOLDERS. THIS WORK IS ACCOMPLISHED CHIEFLY THROUGH A STRONG ENGAGEMENT IN SOCIAL MEDIA AND THE PUBLICATION OF BLOGS, NEWSLETTERS, REPORTS, POLICY PAPERS AND OTHER PRINTED MATERIALS THROUGH THE CFED WEBSITE, ONGOING TRADITIONAL MEDIA AND STAKEHOLDER OUTREACH. THE COMMUNICATIONS PROGRAM ALSO WORKS WITH THE ORGANIZATION'S OTHER CORE PROGRAMS TO PROVIDE TECHNICAL ASSISTANCE TO CFED PARTNERS AND GRANTEES. LASTLY, CFED'S BIENNIAL ASSETS LEARNING CONFERENCE IS THE PREMIER NATIONAL CONVENING ON SAVINGS AND ASSET BUILDING. THROUGH THE YEARS, THE CONFERENCE HAS ALWAYS BEEN A DYNAMIC EVENT, WITH EXTENSIVE NETWORKING AND BUSINESS-TO-BUSINESS BRIDGE-BUILDING, BALANCED WITH PRESENTATIONS BY NATIONAL LEADERS FROM THE PUBLIC AND PRIVATE SECTORS, PROMINENT RESEARCHERS, CUTTING-EDGE ANALYSTS AND NUTS-AND-BOLTS INNOVATORS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc | GrantGrantAmt |
|---|---|---|---|
| $259,010 | $7,400 | ENTREPRENEURSHIP: THE ENTREPRENEURSHIP PROGRAM AT CFED UNDERTAKES TARGETED RESEARCH AND PILOT ACTIVITIES TO CONTINUALLY EXPAND KNOWLEDGE ABOUT THE KINDS OF PRODUCTS AND SERVICES THAT CAN IMPROVE FINANCIAL BEHAVIORS AND BUSINESS OUTCOMES FOR LOW INCOME ENTREPRENEURS. THE PROGRAM PROVIDES THE FIELD WITH PRACTICAL AND APPROPRIATE TOOLS, INFORMATION, POLICY RECOMMENDATIONS AND TECHNICAL ASSISTANCE. | |
| $1,033,066 | $13,175 | AFFORDABLE HOMEOWNERSHIP: THE AFFORDABLE HOUSING PROGRAM AT CFED FOCUSES ON SOCIAL INNOVATIONS THAT BRING AFFORDABILITY AND OWNERSHIP WITHIN THE REACH OF LOW-INCOME HOUSEHOLDS. THROUGH THE INNOVATIONS IN MANUFACTURED HOMES (I'M HOME) INITIATIVE, WE SEEK TO TRANSFORM MANUFACTURED HOMES INTO VALUABLE FAMILY ASSETS OFFERING THE SAME OPPORTUNITY TO BUILD EQUITY AND ACHIEVE HOUSING SECURITY AS TRADITIONAL SITE-BUILT HOUSING PROVIDES TO ITS OWNERS. I'M HOME COLLABORATES WITH A NETWORK OF PARTNERS TO ADVANCE THE GOALS OF: (1) MAKING RESIDENT OWNERSHIP OF MANUFACTURED HOUSING COMMUNITIES VIABLE NATIONWIDE BY PROVIDING TECHNICAL ASSISTANCE AND COMMUNITY PURCHASE FINANCING; AND (2) DELIVERING HIGH QUALITY, ENERGY EFFICIENT, FACTORY-BUILT HOUSING AT SCALE TO AFFORDABLE HOUSING DEVELOPERS AROUND THE COUNTRY. | $104,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,292,076 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $104,500 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $20,575 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $13,121,666 | 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 | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 45 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 102 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | 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 | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADNAN S BOKHARI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024089788 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 G STREET NW NO 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 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 |
|---|---|---|---|---|---|---|---|
| ANDREA LEVERE | |||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $357,751 | $0 | $24,071 | |
| ROBERT E FRIEDMAN | |||||||
| CHAIR-EMERITUS & GENERAL COUNSEL | 32.00 | Yes (X) | Yes (X) | $155,107 | $0 | $17,941 | |
| BRANDEE MCHALE | |||||||
| CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ASHEESH ADVANI | |||||||
| VICE CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RONALD GRZYWINSKI | |||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAN LETENDRE | |||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SHERRY SALWAY BLACK | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDITH BELL | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL BYNUM | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| NAOMI CAMPER | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| VICTOR REINOSO | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| BEA STOTZER | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNIE BURNS | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY CUNNINGHAM | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTHA KANTER | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN KALAMARIDES | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN LAZAR | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBIN MCKINNEY | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| ADNAN BOKHARI | |||||||
| CHIEF FINANCIAL OFFICER & COO | 40.00 | Yes (X) | $216,615 | $0 | $25,738 | ||
| JOCELYN HARMON | |||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | $174,560 | $0 | $19,928 | Yes (X) | ||
| CARL RIST | |||||||
| SEN. DIR., CHILDREN'S SAV. ACCOUNTS | 40.00 | $162,892 | $0 | $20,083 | Yes (X) | ||
| JEREMIE GREER | |||||||
| VP, POLICY & RESEARCH | 40.00 | $155,208 | $0 | $20,755 | Yes (X) | ||
| KATHLEEN GRIFFIN | |||||||
| VP, PROGRAMS | 40.00 | $145,357 | $0 | $20,153 | Yes (X) | ||
| LEIGH TIVOL | |||||||
| VP, STRATEGY & ENGAGEMENT | 32.00 | $131,002 | $0 | $8,284 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,498,492 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $156,953 | 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 (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GEORGETOWN UNIVERSITY | |||||
| 3700 O ST NW | WASHINGTON | DC | 20057 | FIELD EXPERT | $150,000 |
| GROUNDSPARK | |||||
| 4104 24TH STREET SUITE 2013 | SAN FRANCISCO | CA | 94114 | FIELD EXPERT | $112,200 |
| THE HATCHER GROUP | |||||
| 4340 EAST WEST HIGHWAY SUITE 912 | BETHESDA | MD | 20814 | COMMUNICATIONS | $109,519 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $432,251 | GovernmentGrantsAmt |
| All Other Contributions | $12,475,813 | AllOtherContributionsAmt |
| Noncash Contributions | $43,612 | NoncashContributionsAmt |
| Total Contributions | $12,908,064 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACTS AND SERVICE FEE REVENUE | 900099 | $2,030,927 | $2,030,927 |
| CONFERENCE REG. FEES | 900099 | $559,557 | $559,557 |
| HONORARIUM | 900099 | $9,588 | $9,588 |
| PUBLICATION SALES | 900099 | $704 | $704 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,600,776 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $191,129 | TotalRevenueColumnAmt |
| Exclusion | $191,129 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $15,781 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $15,781 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,781 | TotalRevenueColumnAmt |
| Exclusion | $15,781 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,316,595 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,457,150 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$140,555 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$140,555 | TotalRevenueColumnAmt |
| Exclusion | -$140,555 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $24 | TotalRevenueColumnAmt |
| Exclusion | $24 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $24 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,575,219 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,600,776 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $66,379 | 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 | $883,877 | TotalAmt |
| Program Services | $883,877 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $797,223 | TotalAmt |
| Program Services | $554,564 | ProgramServicesAmt |
| Management And General | $242,659 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,209,879 | TotalAmt |
| Program Services | $5,567,324 | ProgramServicesAmt |
| Management And General | $136,382 | ManagementAndGeneralAmt |
| Fundraising | $506,173 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,488 | TotalAmt |
| Program Services | $257,705 | ProgramServicesAmt |
| Management And General | $6,304 | ManagementAndGeneralAmt |
| Fundraising | $21,479 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $600,827 | TotalAmt |
| Program Services | $538,437 | ProgramServicesAmt |
| Management And General | $19,851 | ManagementAndGeneralAmt |
| Fundraising | $42,539 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $506,852 | TotalAmt |
| Program Services | $445,410 | ProgramServicesAmt |
| Management And General | $27,432 | ManagementAndGeneralAmt |
| Fundraising | $34,010 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,040 | TotalAmt |
| Program Services | $4,367 | ProgramServicesAmt |
| Management And General | $1,673 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,951 | TotalAmt |
| Program Services | $22,377 | ProgramServicesAmt |
| Management And General | $8,574 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,842 | TotalAmt |
| Management And General | $32,842 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,483,210 | TotalAmt |
| Program Services | $1,451,660 | ProgramServicesAmt |
| Management And General | $28,500 | ManagementAndGeneralAmt |
| Fundraising | $3,050 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,592 | TotalAmt |
| Program Services | $179,923 | ProgramServicesAmt |
| Management And General | $42,759 | ManagementAndGeneralAmt |
| Fundraising | $8,910 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,189 | TotalAmt |
| Program Services | $249,658 | ProgramServicesAmt |
| Management And General | $50,764 | ManagementAndGeneralAmt |
| Fundraising | $5,767 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $902,670 | TotalAmt |
| Program Services | $764,953 | ProgramServicesAmt |
| Management And General | $78,071 | ManagementAndGeneralAmt |
| Fundraising | $59,646 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $833,840 | TotalAmt |
| Program Services | $792,122 | ProgramServicesAmt |
| Management And General | $29,665 | ManagementAndGeneralAmt |
| Fundraising | $12,053 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,232,305 | TotalAmt |
| Program Services | $1,166,367 | ProgramServicesAmt |
| Management And General | $52,938 | ManagementAndGeneralAmt |
| Fundraising | $13,000 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,771 | TotalAmt |
| Program Services | $98,673 | ProgramServicesAmt |
| Management And General | $35,098 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,747 | TotalAmt |
| Program Services | $16,539 | ProgramServicesAmt |
| Management And General | $6,199 | ManagementAndGeneralAmt |
| Fundraising | $9 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUBSCRIPTIONS & DUES | $132,577 | $112,888 | $10,011 | $9,678 |
| REGISTRATION FEES | $17,500 | $12,724 | $4,769 | $7 |
| MISCELLANEOUS | $3,216 | $2,098 | $1,118 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,653,596 | TotalAmt |
| Program Services | $13,121,666 | ProgramServicesAmt |
| Management And General | $815,609 | ManagementAndGeneralAmt |
| Fundraising | $716,321 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,779,517 | BOYAmt |
| EOY | $1,503,760 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,029,301 | BOYAmt |
| EOY | $2,061,725 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,274,343 | BOYAmt |
| EOY | $4,333,814 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $578,300 | BOYAmt |
| EOY | $432,457 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,060 | BOYAmt |
| EOY | $162,716 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,160,856 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,297,141 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,748 | BOYAmt |
| EOY | $863,715 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,877,955 | BOYAmt |
| EOY | $8,440,794 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $892,599 | BOYAmt |
| EOY | $712,749 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,507,888 | BOYAmt |
| EOY | $1,506,108 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,758 | BOYAmt |
| EOY | $82,758 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,390,469 | BOYAmt |
| EOY | $20,100,596 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $931,514 | BOYAmt |
| EOY | $1,016,109 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,500 | BOYAmt |
| EOY | $110,063 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,355 | BOYAmt |
| EOY | $839,864 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,563,369 | BOYAmt |
| EOY | $1,966,036 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,606,259 | BOYAmt |
| EOY | $2,768,647 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,824,594 | BOYAmt |
| EOY | $8,969,666 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,396,247 | BOYAmt |
| EOY | $6,396,247 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,827,100 | BOYAmt |
| EOY | $18,134,560 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,390,469 | BOYAmt |
| EOY | $20,100,596 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $921,623 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $385,837 | 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 | $5,525,772 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,229,693 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,322,875 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,869,053 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,908,064 | CurrentTaxYearAmt |
| Total | $48,855,457 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,525,772 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,229,693 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,322,875 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,869,053 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,908,064 | CurrentTaxYearAmt |
| Total | $48,855,457 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $21,593,671 | SubstantialContributorsTotAmt |
| Public Support Total170 | $27,261,786 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $300,626 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $272,012 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $263,652 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $291,219 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $206,910 | CurrentTaxYearAmt |
| Total | $1,334,419 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,915 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,987 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,702 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,252 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24 | CurrentTaxYearAmt |
| Total | $33,880 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $50,223,756 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $14,009,603 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.54280 | PublicSupportCY170Pct |
| Public Support PY170 | 0.57100 | 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 Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $461 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,073 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,534 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $14,643,062 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $14,653,596 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $882,680 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $220,670 | 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 | $648,339 | CurrentYearMinus3Amt |
| Current Year Minus2 | $765,725 | CurrentYearMinus2Amt |
| Current Year Minus1 | $801,022 | CurrentYearMinus1Amt |
| Current Year | $882,680 | CurrentYearAmt |
| Total | $3,097,766 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,646,649 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $22,826 | CurrentYearMinus3Amt |
| Current Year Minus2 | $26,605 | CurrentYearMinus2Amt |
| Current Year Minus1 | $19,864 | CurrentYearMinus1Amt |
| Current Year | $10,534 | CurrentYearAmt |
| Total | $79,829 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $162,085 | CurrentYearMinus3Amt |
| Current Year Minus2 | $191,431 | CurrentYearMinus2Amt |
| Current Year Minus1 | $200,256 | CurrentYearMinus1Amt |
| Current Year | $220,670 | CurrentYearAmt |
| Total | $774,442 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,161,663 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $14,266 | CurrentYearMinus3Amt |
| Current Year Minus2 | $16,628 | CurrentYearMinus2Amt |
| Current Year Minus1 | $543 | CurrentYearMinus1Amt |
| Current Year | $461 | CurrentYearAmt |
| Total | $31,898 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,058,710 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $369,093 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $9,427,803 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,365,803 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$307,093 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $9,058,710 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,940,909 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $424,894 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $9,365,803 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,108,774 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $839,218 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,083 | OtherExpendituresAmt |
| End Year Balance | $8,940,909 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,380,918 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $750,939 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $23,083 | OtherExpendituresAmt |
| End Year Balance | $8,108,774 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.29400 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.67840 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02760 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $938,974 | OtherCostOrOtherBasisAmt |
| Depreciation | $174,664 | DepreciationAmt |
| Book Value | $764,310 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $358,118 | OtherCostOrOtherBasisAmt |
| Depreciation | $309,806 | DepreciationAmt |
| Book Value | $48,312 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $863,764 | OtherCostOrOtherBasisAmt |
| Depreciation | $812,671 | DepreciationAmt |
| Book Value | $51,093 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $863,715 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EQUITY INVESTMENT - ROC USA | $1,500,000 | F |
| EQUITY INVESTMENT - URBAN BANK | $6,108 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $1,506,108 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $839,364 |
| DEPOSIT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $839,864 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,928,214 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $385,837 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $385,837 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,542,377 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $32,842 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $32,842 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,575,219 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,620,754 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,620,754 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $32,842 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $32,842 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,653,596 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO PROMOTE THE ORGANIZATION'S MISSION AND EXPAND ITS REACH TO THE UNDERSERVED POPULATION. |
| PART X, LINE 2: | FOR THE YEARS ENDED DECEMBER 31, 2016 AND 2015, CFED HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (39 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| NATIONAL MANUFACTURED HOME OWNERS ASSOCIATION | |||||||
| 2380 WYCLIFF STREET SUITE 200 | STPAUL | MN | 55114 | 208278112 | 501(C)(3) | $45,000 | I'M HOME SUB-GRANT TO NMHOA |
| CREDIT BUILDERS ALLIANCE | |||||||
| 1701 K STREET NW SUITE 1000 | WASHINGTON | DC | 20006 | 208351782 | 501(C)(3) | $21,000 | PASS THOUGHT GRANT - CREDIT BUILDERS ALLIANCE |
| RURAL DYNAMICS INC | |||||||
| 2022 CENTRAL AVENUE | GREAT FALLS | MT | 59401 | 810303443 | 501(C)(3) | $17,500 | PASS THROUGH GRANT TO RURAL DYNAMICS, INC. |
| CASA OF OREGON | |||||||
| 20508 SW ROY ROGERS RD SUITE 155 | SHERWOOD | OR | 97140 | 930977842 | 501(C)(3) | $12,500 | PASS-THROUGH GRANT - CASA OF OREGON |
| SOJOURNER FAMILY PEACE CENTER | |||||||
| PO BOX 080319 | MILWAUKEE | WI | 53208 | 391276210 | 501(C)(3) | $10,000 | FFEI SUB-GRANT - SOJOURNER FAMILY PEACE CENTER |
| LUTHERAN SOCIAL SERVICES OF MINNESOTA | |||||||
| 424 W SUPERIOR STREET SUITE 600 | DULUTH | MN | 55802 | 410872993 | 501(C)(3) | $10,000 | FFEI SUB-GRANT -LUTHERAN SOCIAL SERVICES OF MINNESOTA |
| NEIGHBORIMPACT | |||||||
| 2303 SW FIRST STREET | REDMOND | OR | 97716 | 930884929 | 501(C)(3) | $10,000 | FFEI SUB-GRANT - NEIGHBORIMPACT |
| LUTHERAN SOCIAL SERVICES NORTH DAKOTA | |||||||
| 412 DEMERS AVE | GRAND FORKS | ND | 58201 | 450226421 | 501(C)(3) | $10,000 | FFEI SUB-GRANT - LUTHERAN SOCIAL SERVICES OF ND |
| METROPOLITAN FAMILY SERVICES | |||||||
| 1808 SE BELMONT STREET | PORTLAND | OR | 97214 | 930397825 | 501(C)(3) | $10,000 | FFEI SUB-GRANT - METROPOLITAN FAMILY SERVICE |
| CAP SERVICES INC | |||||||
| 1608 WEST RIVER DRIVE | STEVENS POINT | WI | 54481 | 391080897 | 501(C)(3) | $10,000 | FFEI SUB-GRANT - CAP SERVICES, INC. |
| THURSTON ASSET BUILDING COALITION | |||||||
| 4220 6TH AVE SE | LACEY | WA | 98503 | 911561600 | 501(C)(3) | $10,000 | FFEI SUB-GRANT - THURSTON ASSET BUILDING COALITION |
| BINGHAM CRISIS CENTER | |||||||
| 288 N SHILLING AVENUE | BLACKFOOT | ID | 83221 | 820367425 | 501(C)(3) | $10,000 | FFEI SUB-GRANT - BINGHAM CRISIS CENTER |
| HOPEWORKS | |||||||
| 543 STATE STREET | CAMDEN | NJ | 08102 | 311660671 | 501(C)(3) | $10,000 | BOA FELLOWSHIP SUB-GRANT - HOPEWORKS |
| ACCOUNTING AID SOCIETY | |||||||
| 7700 SECOND AVENUE SUITE 314 | DETROIT | MI | 48202 | 237310753 | 501(C)(3) | $10,000 | BOA FELLOWSHIP SUB-GRANT - ACCOUNTING AID SOCIETY |
| YWCA SEATTLE | |||||||
| 1118 FIFTH AVE | SEATTLE | WA | 98101 | 910482890 | 501(C)(3) | $10,000 | BOA FELLOWSHIP SUB-GRANT - YWCA SEATTLE |
| GOODWILL SACRAMENTO | |||||||
| 8001 FOLSOM BLVD SUITE 200 | SACRAMENTO | CA | 95826 | 941201202 | 501(C)(3) | $10,000 | BOA FELLOWSHIP SUB-GRANT - GOODWILL SACRAMENTO |
| BALTIMORE CASH CAMPAIGN | |||||||
| 217 E REDWOOD STREET SUITE 1500 | BALTIMORE | MD | 21202 | 522278450 | 501(C)(3) | $10,000 | BOA FELLOWSHIP SUB-GRANT - BALTIMORE CASH CAMPAIGN |
| MASSACHUSETTS ASSOCIATION FOR COMMUNITY ACTION | |||||||
| 105 CHAUNCY ST 3RD FLOOR | BOSTON | MA | 02111 | 222777630 | 501(C)(3) | $8,000 | CFELP SUB-GRANT TO MASSACHUSETTS ASSOCIATION FOR COMMUNITY ACTION |
| CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA | |||||||
| 465 A STREET | SANTA ROSA | CA | 95402 | 942479393 | 501(C)(3) | $8,000 | CFELP SUB-GRANT -CATHOLIC CHARITIES OF THE DIOCESE |
| WAYNE METROPOLITAN COMMUNITY ACTION AGENCY | |||||||
| 7310 WOODWARD SUITE 800 | DETROIT | MI | 48202 | 381976979 | 501(C)(3) | $6,000 | CFELP SUB-GRANT - WAYNE METRO. COMMUNITY ACTION AGENCY |
| CLARIFI | |||||||
| 4400 N REESE STREET | PHILADELPHIA | PA | 19140 | 231671903 | 501(C)(3) | $6,000 | CFELP SUB-GRANT - CLARIFI |
| UNITED WAY OF MIAMI-DADE | |||||||
| 3250 SW 3RD AVENUE | MIAMI | FL | 33129 | 590830840 | 501(C)(3) | $6,000 | CFEL SUB-GRANT - UNITED WAY OF MIAMI-DADE |
| WINGS | |||||||
| 2603 INWOOD ROAD | DALLAS | TX | 75235 | 750800699 | 501(C)(3) | $6,000 | CFELP SUB-GRANT - WINGS |
| PROSPERITY INDIANA | |||||||
| 202 E MARKET STREET | INDIANAPOLIS | IN | 46204 | 351695379 | 501(C)(3) | $6,000 | PLANNING GUIDE TRAINING AND TA -PROSPERITY INDIANA |
| NATIONAL COUNCIL OF LA RAZA | |||||||
| 1126 16TH STREET NW 600 | WASHINGTON | DC | 20036 | 860212873 | 501(C)(3) | $6,000 | 2016 PLANNING GUIDE TRAININGS & TA STIPEND - NATIONAL COUNCIL OF LA RAZA |
| NEIGHBORWORKS | |||||||
| 999 NORTH CAPITAL ST NE SUITE 900 | WASHINGTON | DC | 20002 | 521148078 | 501(C)(3) | $6,000 | 2016 PLANNING GUIDE TRAININGS & TA STIPEND-NEIGHBORWORKS |
| AMERICAN PUBLIC HUMAN SERVICES ASSOC | |||||||
| 1133 19TH ST NW | WASHINGTON | DC | 20036 | 362166948 | 501(C)(3) | $6,000 | 2016 PLANNING GUIDE TRAININGS & TA STIPEND-AMERICAN PUBLIC HUMAN SERVICES ASSOC. |
| PROSPERITY INDIANA | |||||||
| 202 E MARKET STREET | INDIANAPOLIS | IN | 46204 | 351695379 | 501(C)(3) | $6,000 | WIW BOOK SUB-GRANT - PROSPERITY INDIANA |
| NATIVE CDFI NETWORK | |||||||
| PO BOX 1827 | RAPID CITY | SD | 57709 | 473526004 | 501(C)(3) | $6,000 | WIW BOOK SUB-GRANT - NATIVE CDFI NETWORK |
| FLORIDA PROSPERITY PARTNERSHIP INC | |||||||
| 250 LAKE MARY BLVD 289 | SANFORD | FL | 32773 | 270905144 | 501(C)(3) | $5,500 | 2016 PLANNING GUIDE TRAININGS & TA STIPEND - FLORIDA PROSPERITY PARTNERSHIP, INC. |
| I HAVE A DREAM FOUNDATION OF BOULDER COUNTY | |||||||
| 5390 MANHATTAN CIRCLE 200 | BOULDER | CO | 80303 | 841150542 | 501(C)(3) | $20,595 | MATCHING INCENTIVES |
| BARRY COMMUNITY FOUNDATION | |||||||
| 231 SOUTH BROADWAY | HASTINGS | MI | 49058 | 383246131 | 501(C)(3) | $31,028 | MATCHING INCENTIVES |
| COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA STREET SUITE 240 | LOS ANGELES | CA | 90012 | 954302067 | 501(C)(3) | $83,554 | MATCHING INCENTIVES |
| DES MOINES I HAVE A DREAM FOUNDATION | |||||||
| 2507 UNIVERSITY AVENUE | DES MOINES | IA | 50311 | 421338832 | 501(C)(3) | $59,362 | MATCHING INCENTIVES |
| EARNED ASSETS RESOURCE NETWORK | |||||||
| 235 MONTGOMERY ST SUITE 1050 | SAN FRANCISCO | CA | 94104 | 912172676 | 501(C)(3) | $67,490 | MATCHING INCENTIVES |
| EAST DURHAM CHILDREN'S INITIATIVE | |||||||
| 107 N DRIVE STREET 3RD FLOOR | DURHAM | NC | 27703 | 320263133 | 501(C)(3) | $67,352 | MATCHING INCENTIVES |
| I HAVE A DREAM FOUNDATION | |||||||
| 322 8TH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | 133355315 | 501(C)(3) | $15,600 | MATCHING INCENTIVES |
| INVERSANT | |||||||
| 561 BOYLSTON STREET 4TH FLOOR | BOSTON | MA | 02116 | 271462229 | 501(C)(3) | $43,763 | MATCHING INCENTIVES |
| OFFICE OF THE TREASURER CITY OF ST LOUIS | |||||||
| 1200 MARKET STREET ROOM 220 | STLOUIS | MO | 63103 | 436003231 | 501(C)(3) | $80,518 | MATCHING INCENTIVES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 39 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH ORGANIZATION IS REQUIRED TO SUBMIT DETAILED PROGRESS REPORTS THROUGHOUT THE TERM OF THE GRANT AS WELL AS A FINAL REPORT ON PROGRAM ACTIVITIES AND USE OF FUNDS. THE SUB-GRANTEE REPORTS ARE REVIEWED BY CFED STAFF TO ENSURE, AMONG OTHER THINGS, THE PROPER USE OF FUNDS AND COMPLIANCE WITH PRIMARY FUNDER STIPULATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDREA LEVERE | ||||||||||||||
| PRESIDENT | $317,751 | $0 | $40,000 | $0 | $0 | $0 | $15,759 | $0 | $8,312 | $0 | $381,822 | $0 | $0 | $0 |
| ROBERT E FRIEDMAN | ||||||||||||||
| CHAIR-EMERITUS & GENERAL COUNSEL | $155,107 | $0 | $0 | $0 | $0 | $0 | $7,906 | $0 | $10,035 | $0 | $173,048 | $0 | $0 | $0 |
| ADNAN BOKHARI | ||||||||||||||
| CHIEF FINANCIAL OFFICER & COO | $212,235 | $0 | $4,380 | $0 | $0 | $0 | $10,950 | $0 | $14,788 | $0 | $242,353 | $0 | $0 | $0 |
| JOCELYN HARMON | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $170,956 | $0 | $3,604 | $0 | $0 | $0 | $8,968 | $0 | $10,960 | $0 | $194,488 | $0 | $0 | $0 |
| CARL RIST | ||||||||||||||
| SEN. DIR., CHILDREN'S SAV. ACCOUNTS | $159,565 | $0 | $3,327 | $0 | $0 | $0 | $8,292 | $0 | $11,791 | $0 | $182,975 | $0 | $0 | $0 |
| JEREMIE GREER | ||||||||||||||
| VP, POLICY & RESEARCH | $151,964 | $0 | $3,244 | $0 | $0 | $0 | $8,018 | $0 | $12,737 | $0 | $175,963 | $0 | $0 | $0 |
| KATHLEEN GRIFFIN | ||||||||||||||
| VP, PROGRAMS | $142,217 | $0 | $3,140 | $0 | $0 | $0 | $7,779 | $0 | $12,374 | $0 | $165,510 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE BOARD DECIDES ON THE BONUS FOR THE PRESIDENT. THE BONUSES FOR OTHER STAFF MEMBERS ARE RECOMMENDED BY SENIOR STAFF BASED ON PERFORMANCE EVALUATIONS AND APPROVED BY THE PRESIDENT. SEE SCHEDULE J, PART II FOR THE BONUSES INCLUDED ON PART VII OF THE 990. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $43,612 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTIONS RECEIVED IS REPORTED IN THIS COLUMN. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY THE FINANCE/INVESTMENT COMMITTEE. A FINAL COPY OF THE 990 WAS PROVIDED TO EACH BOARD MEMBER BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CFED'S CONFLICTS OF INTEREST POLICY AND A CONFLICT OF INTEREST DECLARATION STATEMENT ARE DISTRIBUTED ANNUALLY TO ALL MEMBERS OF THE BOARD OF DIRECTORS. THE DIRECTORS MUST ANSWER A SERIES OF QUESTIONS TO DISCLOSE ANY CONFLICTS OF INTEREST AND SIGN THE STATEMENT. ALSO, CFED'S EMPLOYEES' HANDBOOK CONTAINS A CONFLICT OF INTEREST POLICY THAT ALL EMPLOYEES MUST SIGN. UPON THE FIRST KNOWLEDGE BY AN INTERESTED PERSON THAT CFED IS CONSIDERING OR HAS CONSIDERED A TRANSACTION OR ARRANGEMENT WITH AN ENTITY OR INDIVIDUAL WITH WHICH THE INTERESTED PERSON HAS AN INTEREST, THE INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER INTEREST TO THE PRESIDENT. AFTER DISCLOSURE OF THE INTEREST, THE INTERESTED PERSON MAY NOT PARTICIPATE IN CONSIDERATION OF THE PROPOSED TRANSACTION OR ARRANGEMENT AND IS NOT PRESENT FOR THE CONSIDERATION OF OR VOTE ON SUCH TRANSACTION UNLESS THE PRESIDENT REQUESTS INFORMATION FROM THE INTERESTED PERSON. |
| FORM 990, PART VI, SECTION B, LINE 15A | TO DETERMINE THE PRESIDENT'S COMPENSATION, THE ORGANIZATION COMPILED 990 DATA FROM LIKE ORGANIZATIONS AND USED DATA FROM INDEPENDENT SURVEYS. THIS DATA WAS REVIEWED AND DELIBERATED BY THE ORGANIZATION'S BOARD, WHICH ALSO CONDUCTED A FORMAL REVIEW OF THE PRESIDENT'S PERFORMANCE. THE BOARD VOTED ON AND APPROVED THE PRESIDENT'S COMPENSATION AND DOCUMENTED ITS DELIBERATIONS IN THE ORGANIZATION'S RECORDS. THE LAST REVIEW TOOK PLACE IN JANUARY 2016. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | HUMAN RESOURCES: PROGRAM SERVICE EXPENSES 29,945. MANAGEMENT AND GENERAL EXPENSES 11,474. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,419. COMMUNICATIONS CONSULTANTS: PROGRAM SERVICE EXPENSES 173,640. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,950. TOTAL EXPENSES 175,590. CONFERENCE MANAGEMENT CONSULTANTS: PROGRAM SERVICE EXPENSES 54,651. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,651. FIELD EXPERT: PROGRAM SERVICE EXPENSES 690,673. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 690,673. ORGANIZATIONAL DEVELOPMENT CONSULTANTS: PROGRAM SERVICE EXPENSES 81,725. MANAGEMENT AND GENERAL EXPENSES 10,997. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 92,722. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 15,508. MANAGEMENT AND GENERAL EXPENSES 5,942. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,450. PRODUCTION CONSULTANTS: PROGRAM SERVICE EXPENSES 58,530. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,100. TOTAL EXPENSES 59,630. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 314,264. MANAGEMENT AND GENERAL EXPENSES 1. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 314,265. REGULATORY SUPPORT: PROGRAM SERVICE EXPENSES 224. MANAGEMENT AND GENERAL EXPENSES 86. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 310. REBRANDING SERVICES: PROGRAM SERVICE EXPENSES 32,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,500. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROC USA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 WALL STREET | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352319441 | EIN |
| Primary Activities | ECONOMIC ASSISTANCE | PrimaryActivitiesTxt |
| Legal Domicile State | NH | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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