CERES INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CERES INC (EIN 22-3053747)
- Tax period
- 2014-11-01 to 2015-10-31
- Filed
- 2016-09-10
- IRS object ID
- 201602549349300400
- Schema version
- 2014v6.0
- 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 F
- Schedule G
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-10T07:22:07-05:00 | ReturnTs |
| Tax Period End | 2015-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ TOFIAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223053747 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CERES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CERE | BusinessNameControlTxt |
| Phone | 6172470700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 CHAUNCY STREET 6TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021111703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GORDON MACFARLAND | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6172470700 | PhoneNum |
| Signature | 2016-09-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH M GISO | PreparerPersonNm |
| PTIN | P00030126 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2016-09-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MINDY LUBBER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 CHAUNCY STREET 6TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021111703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,685,769 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CERES.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | CERES, INC. (CERES) ENGAGES INSTITUTIONAL INVESTORS AND CORPORATE LEADERS TO ADDRESS SOCIAL AND ENVIRONMENTAL CHALLENGES THROUGH THE INTEGRATION OF SUSTAINABLE PRACTICES INTO BUSINESS OPERATIONS AND OTHER COMPANY DECISION-MAKING. THIS IS ACCOMPLISHED THROUGH THE INVOLVEMENT OF MEMBERS OF THE CERES COALITION, A NETWORK OF INVESTORS, ENVIRONMENTAL GROUPS AND OTHER PUBLIC INTEREST ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 103 | TotalEmployeeCnt |
| Total Volunteers | 21 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,956,410 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,543,046 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,188,032 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,893,114 | CYProgramServiceRevenueAmt |
| PY Investment Income | $569 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,867 | CYInvestmentIncomeAmt |
| PY Other Revenue | $55,270 | PYOtherRevenueAmt |
| CY Other Revenue | $11,273 | CYOtherRevenueAmt |
| PY Total Revenue | $11,200,281 | PYTotalRevenueAmt |
| CY Total Revenue | $10,468,300 | 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 | $6,042,629 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,356,343 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $909,522 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,620,585 | PYOtherExpensesAmt |
| CY Other Expenses | $3,810,643 | CYOtherExpensesAmt |
| PY Total Expenses | $9,663,214 | PYTotalExpensesAmt |
| CY Total Expenses | $10,166,986 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,537,067 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $301,314 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,788,293 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,202,834 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,416,154 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,528,234 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,372,139 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,674,600 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,261,998 | ExpenseAmt |
| Revenue | $502,264 | RevenueAmt |
| Desc | SUSTAINABLE CAPITAL MARKETS: SEE SCHEDULE OSUSTAINABLE CAPITAL MARKETS: CERES MOBILIZES INFLUENTIAL FINANCIAL MARKET ACTORS TO PROMOTE AND INTEGRATE SUSTAINABILITY INTO INVESTMENT DECISION-MAKING, CORPORATE PRACTICES AND PUBLIC POLICY. THE AIM IS HAVING INVESTORS, COMPANIES AND POLICYMAKERS SHIFT FROM SHORT-TERM TO LONGER-TERM THINKING BY FOCUSING ON INCENTIVES, DRIVERS, POLICIES AND REGULATIONS THAT ACCELERATE LOW-CARBON BUSINESS PRACTICES. SUCH ACTIONS WILL MITIGATE LONG-TERM THREATS POSED BY GLOBAL CLIMATE CHANGE AND PROMOTE THE TRANSITION TO A LOW CARBON ECONOMY. CERES DIRECTS THE INVESTOR NETWORK ON CLIMATE RISK (INCR), A GROWING NETWORK OF OVER 115 INSTITUTIONAL ASSET OWNERS AND INVESTMENT MANAGERS THAT COLLECTIVELY MANAGE $13 TRILLION OF ASSETS. IN 2015, CERES ESTABLISHED NEW INCR WORKING GROUPS ON CARBON ASSET RISK, SUSTAINABLE WATER MANAGEMENT, AND GREEN BONDS, THE LAST OF WHICH LED TO DEVELOPING AND PUBLISHING A STATEMENT OF INVESTOR EXPECTATIONS FOR THE GREEN BOND MARKET.TO FOSTER CORPORATE ACCOUNTABILITY FOR SHAREOWNERS ON ISSUES OF CLIMATE AND SUSTAINABILITY, CERES COORDINATED AND/OR TRACKED 167 SHAREHOLDER RESOLUTIONS IN 2015, OF WHICH 37 WERE WITHDRAWN FOLLOWING A NEGOTIATED AGREEMENT. IN ADDITION, APPROXIMATELY 20 COMPANIES HAVE RESPONDED TO ENGAGEMENT OVER THE LAST FOUR YEARS BY COMMITTING TO SOURCE DEFORESTATION-FREE PALM OIL. CERES ALSO LAUNCHED A SEARCH TOOL TO ENABLE INVESTORS TO EASILY ACCESS CLIMATE-RELATED DISCLOSURES COMPANIES INCLUDE IN THEIR SEC FILINGS. CERES HELPED FACILITATE GUIDANCE BY THE WORLD FEDERATION OF EXCHANGES (WFE) ON STOCK EXCHANGE LISTING GUIDELINES FOR ENVIRONMENTAL, SOCIAL, AND GOVERNANCE (ESG) REPORTING. THROUGHOUT 2015, CERES COLLABORATED WITH INTERNATIONAL PARTNERS AND THE UNITED NATIONS TO MOBILIZE INVESTOR REPRESENTATION FOR THE COP21 CLIMATE NEGOTIATIONS IN PARIS IN DECEMBER 2015. THE BI-ANNUAL INVESTOR SUMMIT ON CLIMATE RISK, HELD IN JANUARY 2016 AT THE UNITED NATIONS, CULMINATED A YEAR OF ADVOCACY AND CONVENING ON INVESTOR ACTIONS TO ADDRESS CLIMATE CHANGE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,565,028 | ExpenseAmt |
| Revenue | $1,601,714 | RevenueAmt |
| Desc | SUSTAINABLE BUSINESSES: SEE SCHEDULE OSUSTAINABLE BUSINESSES: CERES AIMS TO INTEGRATE SUSTAINABILITY INTO COMPANY PERFORMANCE BY SCALING UP POSITIVE SOCIAL, ENVIRONMENTAL, AND ECONOMIC RESULTS IN ALL AREAS OF THE BUSINESS, FROM THE BOARDROOM TO OPERATIONS, INCLUDING SUPPLY CHAINS. THE CERES COMPANY NETWORK INCLUDES 63 MEMBERS FROM TWO-DOZEN INDUSTRIES, INCLUDING MARKET LEADERS IN TECHNOLOGY, INSURANCE, FOOTWEAR AND APPAREL, FOOD AND BEVERAGE, TRANSPORTATION, ELECTRIC UTILITIES AND FINANCIAL SERVICES. ROUGHLY ONE-THIRD OF COMPANIES IN THE CERES NETWORK ARE IN THE FORTUNE 500. NETWORK COMPANIES MAKE COMMITMENTS TO STAKEHOLDER ENGAGEMENT, PUBLIC DISCLOSURE, AND PERFORMANCE IMPROVEMENTS, AS OUTLINED IN THE CERES-AUTHORED THE 21ST CENTURY CORPORATION: THE CERES ROADMAP FOR SUSTAINABILITY. IN APRIL 2014, CERES RELEASED THE REPORT GAINING GROUND RANKING 600+ COMPANIES AGAINST THE EXPECTATIONS IN THE CERES ROADMAP. THROUGHOUT 2015, THE CORPORATE PROGRAM TEAM ACTIVELY ENGAGED COMPANY NETWORK MEMBERS, AS WELL AS COMPANIES OUTSIDE THE NETWORK, ON KEY FINDINGS AND LEADING PRACTICES IDENTIFIED IN THE GAINING GROUND REPORT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,986,566 | ExpenseAmt |
| Revenue | $147,324 | RevenueAmt |
| Desc | CLIMATE AND CLEAN ENERGY: SEE SCHEDULE OCLIMATE AND CLEAN ENERGY: CERES PROMOTES A SUSTAINABLE GLOBAL ECONOMY BY CHAMPIONING LOW-CARBON BUSINESS, INVESTOR, AND POLICY SOLUTIONS TO DRIVE ECONOMIC RESILIENCE AND MITIGATE THE IMPACTS OF CLIMATE CHANGE. THE GOAL IS TO REDUCE RELIANCE ON UNSUSTAINABLE ENERGY OPTIONS, SUCH AS HIGH-POLLUTING OIL AND COAL, WHILE CHAMPIONING RESILIENT, LOW-CARBON ELECTRIC POWER AND TRANSPORTATION OPTIONS, ENERGY EFFICIENCY, AND OTHER BUSINESS AND INVESTOR SOLUTIONS AT THE SPEED AND SCALE NECESSARY TO AVOID THE WORST IMPACTS OF CLIMATE CHANGE. CERES CONVENES INVESTORS, TECHNICAL EXPERTS, AND REPRESENTATIVES FROM ENERGY INTENSIVE SECTORS TO IDENTIFY AND ADVANCE CLEAN ENERGY AND CLIMATE-RESILIENT SOLUTIONS. FOR EXAMPLE, RESPONDING TO ONGOING EFFORTS BY CERES, THE NATIONAL ASSOCIATION OF INSURANCE COMMISSIONERS (NAIC) HAS MANDATED INSURANCE COMPANIES TO DISCLOSE ANNUALLY THE FINANCIAL RISKS THEY FACE FROM CLIMATE CHANGE, AS WELL AS ACTIONS TAKEN TO ADDRESS THOSE RISKS. FOR THE PAST SEVERAL YEARS, CERES HAS ASSESSED THESE DISCLOSURES AND REPORTED ON THEIR FINDINGS. IN 2015, CERES HELPED BUILD THE BUSINESS CASE FOR CLEAN ENERGY TRANSITION IN THE UNITED STATES THROUGH CUTTING-EDGE ANALYSIS AND REPORTS DEMONSTRATING THE FEASIBILITY OF CARBON POLLUTION REDUCTIONS BY ELECTRIC UTILITIES. THIS INCLUDED LAYING OUT PATHWAYS FOR ELECTRIC UTILITY BUSINESS MODELS TO EVOLVE CONSISTENT WITH RAMPED-UP CLEAN ENERGY DEPLOYMENT. CERES WORKED TO ENSURE THAT ITS CLEAN TRILLION CAMPAIGN, LAUNCHED IN 2014, SHAPED KEY THEMES AND STRATEGIES LEADING UP TO COP21. MORE SPECIFICALLY, THROUGH CLEAN TRILLION, CERES HAS CONTINUED TO DRAW THE ATTENTION OF CAPITAL MARKETS ACTORS AND INFLUENCERS TO THE URGENT NEED TO ADDRESS CARBON ASSET RISKS, INCLUDING THE REDUCTION OF CAPITAL EXPENDITURES GOING INTO HIGH-CARBON RESOURCE EXTRACTION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $1,469,415 | $663,451 | POLICY: THROUGH ITS POLICY PROGRAM, CERES AIMS TO MOVE CLIMATE AND ENERGY POLICIES AT THE STATE, FEDERAL AND INTERNATIONAL LEVEL, WHICH WILL FACILITATE THE SPEEDY TRANSITION TO A CLEAN ENERGY ECONOMY. WORKING IN A BI-PARTISAN MANNER, CERES BRINGS THE VOICES OF BUSINESSES AND INVESTORS TO ADVOCATE IN WASHINGTON, DC AND IN KEY STATES ACROSS THE COUNTRY FOR CLIMATE AND ENERGY POLICIES TO STRENGTHEN OUR ECONOMY, REDUCE GREENHOUSE GAS EMISSIONS AND PROVIDE JOBS. CERES DIRECTS THE BUSINESS FOR INNOVATIVE CLIMATE AND ENERGY POLICY (BICEP) COALITION, COMPRISED OF 38 COMPANIES INCLUDING A RANGE OF WELL-KNOWN CONSUMER BRANDS SUCH AS UNILEVER, MARS, OWENS CORNING, STARBUCKS, EBAY AND GENERAL MILLS. IN 2013, CERES LAUNCHED THE CERES CLIMATE DECLARATION, A CALL FOR GOVERNMENT ACTION ON CLIMATE CHANGE. SINCE THE LAUNCH, MORE THAN 1,700 COMPANIES HAVE SIGNED THE CLIMATE DECLARATION AND MANY HAVE TAKEN CONCRETE ACTIONS SUPPORTING SPECIFIC CLIMATE AND ENERGY POLICIES, INCLUDING THE EPA'S CLEAN POWER PLAN (CPP). IN 2015, CERES MOBILIZED MORE THAN 360 COMPANIES AND INVESTORS IN SUPPORT OF THE CPP, THE LARGEST STEP THE US HAS TAKEN TO CUT ITS CARBON EMISSIONS. THE SUPPORT FROM THE BUSINESS COMMUNITY WAS HAILED BY THE OBAMA ADMINISTRATION AS THE EXACT KIND OF SUPPORT NEEDED TO COUNTER THE OPPOSITION'S CLAIM OF A "JOB KILLING" REGULATION. CERES ALSO MOBILIZED SECTORS IN THE RUN UP TO THE COP21 INCLUDING BUT NOT LIMITED TO THE SIX MAJOR US BANKS, THE TEN LARGEST US FOOD COMPANIES, AND SEVEN OF THE LARGEST APPAREL COMPANIES, ALL OF WHICH CALLED FOR A STRONG GLOBAL DEAL WHILE PLEDGING TO DO THEIR PART TO ENCOURAGE CARBON REDUCTION WITHIN THEIR OWN OPERATIONS AND SUPPLY CHAINS. |
| $1,204,839 | $82,133 | WATER: CERES STRIVES TO ADVANCE BUSINESS, INVESTOR, AND GOVERNMENT POLICIES AND PRACTICES TO ENSURE ABUNDANT CLEAN WATER SUPPLIES AND HEALTHY ECOSYSTEMS. CERES' CAMPAIGN ENTITLED VALUE EVERY DROP FOCUSES ON THREE KEY SECTORS WITH ENORMOUS RESPONSIBILITY FOR PROTECTING OUR NATION'S WATER SECURITY-- WATER UTILITIES, OIL AND GAS, AND AGRICULTURE. CERES BRINGS UNIQUE CAPITAL MARKET SOLUTIONS TO THESE CHALLENGES. WE ARE CHANGING THE WAY BUSINESSES AND UTILITIES MANAGE WATER, AND THE WAY INVESTORS CONSIDER WATER RISK IN THEIR INVESTMENT DECISIONS. BY RESHAPING HOW KEY ECONOMIC ACTORS VALUE WATER, WE CAN TURN SMART WATER MANAGEMENT INTO A BUSINESS FUNDAMENTAL AND WATER STEWARDSHIP INTO AN ECONOMIC IMPERATIVE. IN 2015, CERES RELEASED A REPORT, FEEDING OURSELVES THIRSTY, WHICH HIGHLIGHTS HOW THE FOOD SECTOR IS MANAGING GLOBAL WATER RISKS. THE REPORT IS STRUCTURED TO GUIDE INVESTORS THROUGH THE KEY WATER RISKS FACING THE FOOD INDUSTRY AND BENCHMARKS 37 MAJOR FOOD COMPANIES ON THEIR WATER MANAGEMENT PRACTICES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,674,254 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $745,584 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $8,487,846 | 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 | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 54 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 103 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | 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 | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | 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 | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | 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 | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GABRIELA GOFF CONTROLLER | PersonNm |
| Phone | 6172470700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 CHAUNCY STREET 6TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021111703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MARCIA BATESON | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| NORM DEAN | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS DINAPOLI | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK EHNES | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHEL GELOBTER | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE GORTE PHD | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ALISA GRAVITZ | |||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ASHOK GUPTA | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLAS HUSID | |||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DENISE NAPPIER | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| CARL POPE | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JANET RANGANATHAN | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER ROSENBLUM | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| TEDD SAUNDERS | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| BARNEY SCHAUBLE | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DAMON SILVERS | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ADELE SIMMONS | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL SOMPLATSKY-JARMAN | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE STAUSBOLL | |||||||
| CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SCOTT STRINGER | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MINDY LUBBER | |||||||
| PRESIDENT | 40.00 | Yes (X) | $208,755 | $0 | $31,556 | Yes (X) | |
| SUSAN SAYERS | |||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | $166,888 | $0 | $26,435 | Yes (X) | ||
| LANCE PIERCE | |||||||
| EXEC. DIR.(UNTIL NOV. 2014) | 40.00 | $145,239 | $0 | $24,225 | Yes (X) | ||
| GORDON MACFARLAND | |||||||
| CFO (UNTIL DEC. 2014) | 40.00 | $103,445 | $0 | $22,167 | Yes (X) | ||
| KARL KUNZ | |||||||
| CFO (FROM JUNE 2014) | 40.00 | $57,212 | $0 | $599 | Yes (X) | ||
| ANNE KELLY | |||||||
| SR. PROGRAM DIR., POLICY/BICEP PROG. | 40.00 | $107,528 | $0 | $5,990 | Yes (X) | ||
| DAVID ZIV-KREGER | |||||||
| SR. DIR., FOUNDATION DEVELOPMENT | 40.00 | $105,704 | $0 | $26,407 | Yes (X) | ||
| CHRISTOPHER FOX | |||||||
| DIRECTOR, SPECIAL PROJECTS | 40.00 | $105,354 | $0 | $21,745 | Yes (X) | ||
| PEYTON FLEMING | |||||||
| SR. DPT. DIRECTOR, COMMUNICATIONS | 40.00 | $103,988 | $0 | $26,519 | Yes (X) | ||
| CHRISTOPHER DAVIS | |||||||
| SR. PROGRAM DIR., INVESTOR PROGRAM | 40.00 | $100,996 | $0 | $29,722 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,205,109 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $215,365 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK TULAY | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9810 SUNRISE ROAD | AddressLine1Txt |
| City | VIENNA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22181 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING SERVICES | ServicesDesc |
| Compensation | $120,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $555,472 | FundraisingAmt |
| All Other Contributions | $6,987,574 | AllOtherContributionsAmt |
| Noncash Contributions | $51,023 | NoncashContributionsAmt |
| Total Contributions | $7,543,046 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $2,222,540 | $2,222,540 |
| CONF. FEES & SPONS. | 900099 | $670,574 | $670,574 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,893,114 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,643 | TotalRevenueColumnAmt |
| Exclusion | $20,643 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $51,062 | SecuritiesAmt |
| Other | $1,332 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $51,023 | SecuritiesAmt |
| Other | $1,147 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39 | SecuritiesAmt |
| Other | $185 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $224 | TotalRevenueColumnAmt |
| Exclusion | $224 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $72,800 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $555,472 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $165,299 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$92,499 | TotalRevenueColumnAmt |
| Exclusion | -$92,499 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $103,772 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $103,772 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $103,772 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,468,300 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,996,886 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$71,632 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,306,199 | TotalAmt |
| Program Services | $737,271 | ProgramServicesAmt |
| Management And General | $281,424 | ManagementAndGeneralAmt |
| Fundraising | $287,504 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,882,844 | TotalAmt |
| Program Services | $3,367,427 | ProgramServicesAmt |
| Management And General | $211,631 | ManagementAndGeneralAmt |
| Fundraising | $303,786 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,172 | TotalAmt |
| Program Services | $136,236 | ProgramServicesAmt |
| Management And General | $15,363 | ManagementAndGeneralAmt |
| Fundraising | $18,573 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $595,032 | TotalAmt |
| Program Services | $476,369 | ProgramServicesAmt |
| Management And General | $53,720 | ManagementAndGeneralAmt |
| Fundraising | $64,943 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $402,096 | TotalAmt |
| Program Services | $321,909 | ProgramServicesAmt |
| Management And General | $36,302 | ManagementAndGeneralAmt |
| Fundraising | $43,885 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,141 | TotalAmt |
| Program Services | $1,107 | ProgramServicesAmt |
| Management And General | $34 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,986 | TotalAmt |
| Management And General | $62,986 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,307 | TotalAmt |
| Program Services | $41,307 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,001 | TotalAmt |
| Program Services | $10,001 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $495,513 | TotalAmt |
| Program Services | $399,992 | ProgramServicesAmt |
| Management And General | $25,105 | ManagementAndGeneralAmt |
| Fundraising | $70,416 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,080 | TotalAmt |
| Program Services | $245,792 | ProgramServicesAmt |
| Management And General | $26,254 | ManagementAndGeneralAmt |
| Fundraising | $33,034 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $512,744 | TotalAmt |
| Program Services | $469,924 | ProgramServicesAmt |
| Management And General | $4,228 | ManagementAndGeneralAmt |
| Fundraising | $38,592 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $633,647 | TotalAmt |
| Program Services | $612,530 | ProgramServicesAmt |
| Management And General | $5,906 | ManagementAndGeneralAmt |
| Fundraising | $15,211 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,446 | TotalAmt |
| Program Services | $53,195 | ProgramServicesAmt |
| Management And General | $5,999 | ManagementAndGeneralAmt |
| Fundraising | $7,252 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROFESSIONAL FEES | $1,632,794 | $1,589,551 | $16,917 | $26,326 |
| PRINTING | $25,235 | $25,235 | ||
| BAD DEBT EXPENSE | $23,749 | $23,749 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,166,986 | TotalAmt |
| Program Services | $8,487,846 | ProgramServicesAmt |
| Management And General | $769,618 | ManagementAndGeneralAmt |
| Fundraising | $909,522 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,349,528 | BOYAmt |
| EOY | $2,525,960 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,951,678 | BOYAmt |
| EOY | $881,571 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,622,858 | BOYAmt |
| EOY | $1,509,044 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $406,275 | BOYAmt |
| EOY | $526,341 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,219 | BOYAmt |
| EOY | $180,801 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $643,244 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $503,784 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,293 | BOYAmt |
| EOY | $139,460 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,107,759 | BOYAmt |
| EOY | $3,425,474 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,683 | BOYAmt |
| EOY | $14,183 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,788,293 | BOYAmt |
| EOY | $9,202,834 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $612,705 | BOYAmt |
| EOY | $628,493 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $803,449 | BOYAmt |
| EOY | $899,741 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,416,154 | BOYAmt |
| EOY | $1,528,234 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,220,485 | BOYAmt |
| EOY | $3,691,562 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,151,654 | BOYAmt |
| EOY | $3,983,038 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,372,139 | BOYAmt |
| EOY | $7,674,600 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,788,293 | BOYAmt |
| EOY | $9,202,834 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $301,314 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $1,147 | 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 | $6,529,984 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,856,772 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,821,060 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,981,990 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,912,585 | CurrentTaxYearAmt |
| Total | $39,102,391 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,529,984 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,856,772 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,821,060 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,981,990 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,912,585 | CurrentTaxYearAmt |
| Total | $39,102,391 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,828,547 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,273,844 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,009 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,803 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,066 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,643 | CurrentTaxYearAmt |
| Total | $108,121 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $39,210,512 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,801,689 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82310 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78010 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, SECTION A & B: | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS FOR PART II, COLUMN(B) REPRESENT THE PUBLIC SUPPORT FROM THE SHORT TAX YEAR, JANUARY 1, 2012 - OCTOBER, 31 2012 REPORTED ON THE 2012 TAX FORM. THE AMOUNTS FOR PART II, COLUMN(C) REPRESENT THE PUBLIC SUPPORT FROM THE FISCAL 2013 TAX YEAR, NOVEMBER 1, 2012 - OCTOBER, 31 2013 REPORTED ON THE 2012 TAX FORM. THE AMOUNTS FOR PART II, COLUMN(D) REPRESENT THE PUBLIC SUPPORT FROM THE FISCAL 2014 TAX YEAR, NOVEMBER 1, 2013 - OCTOBER, 31 2014 REPORTED ON THE 2013 TAX FORM. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $41,307 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $41,307 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,216,157 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,257,464 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $612,873 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $153,218 | 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 | $467,502 | CurrentYearMinus3Amt |
| Current Year Minus2 | $524,683 | CurrentYearMinus2Amt |
| Current Year Minus1 | $584,390 | CurrentYearMinus1Amt |
| Current Year | $612,873 | CurrentYearAmt |
| Total | $2,189,448 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,284,172 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $6,163 | CurrentYearMinus3Amt |
| Current Year Minus2 | $26,183 | CurrentYearMinus2Amt |
| Current Year Minus1 | $29,719 | CurrentYearMinus1Amt |
| Current Year | $41,307 | CurrentYearAmt |
| Total | $103,372 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $116,876 | CurrentYearMinus3Amt |
| Current Year Minus2 | $131,171 | CurrentYearMinus2Amt |
| Current Year Minus1 | $146,098 | CurrentYearMinus1Amt |
| Current Year | $153,218 | CurrentYearAmt |
| Total | $547,363 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $821,045 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-A, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS FOR SCHEDULE C, PART II-A, COLUMN(A)2011 REPRESENT LOBBYING EXPENDITURES FROM THE SHORT TAX YEAR, JANUARY 1, 2012 - OCTOBER, 31 2012. THE AMOUNTS FOR SCHEDULE C, PART II-A, COLUMN(B)2012 REPRESENT LOBBYING EXPENDITURES FROM THE FISCAL 2013 TAX YEAR, NOVEMBER 1, 2012 - OCTOBER, 31 2013. THE AMOUNTS FOR SCHEDULE C, PART II-A, COLUMN(C)2012 REPRESENT LOBBYING EXPENDITURES FROM THE FISCAL 2014 TAX YEAR, NOVEMBER 1, 2013 - OCTOBER, 31 2014. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $142,939 | OtherCostOrOtherBasisAmt |
| Depreciation | $126,630 | DepreciationAmt |
| Book Value | $16,309 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $500,305 | OtherCostOrOtherBasisAmt |
| Depreciation | $377,154 | DepreciationAmt |
| Book Value | $123,151 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $139,460 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CERTIFICATES OF DEPOSIT | Desc |
| Book Value | $3,425,474 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,425,474 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,711,148 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $76,402 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $165,299 | OtherRevenueAmt |
| Revenue Not Reported | $241,701 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,469,447 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$1,147 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,147 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,468,300 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,408,687 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $76,402 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $165,299 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $241,701 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,166,986 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,166,986 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | CERES ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. CERES HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AND ITS DETERMINATION OF WHICH ACTIVITIES ARE RELATED AND UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS AND HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. CERES IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. ITS FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THE PAST THREE YEARS FOLLOWING THE DATE OF FILING THE RELATED RETURN. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 165,299. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON FIXED ASSET DISPOSAL -1,147. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 165,299. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | RegionTxt |
| Offices | 1 | OfficesCnt |
| Employee | 2 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | AS THE VICE PRESIDENT OF CORPORATE PROGRAMS FOR CERES, ANDREA MOFFAT WORKS WITH A RANGE OF COMPANIES ON REPORTING AND DISCLOSURE, POLICY DEVELOPMENT, AND STAKEHOLDER ENGAGEMENT. HER DAILY ACTIVITIES IN CANADA INCLUDE MANAGING THE CERES CORPORATE PROGRAM TEAM AND WORKING WITH US AND INTERNATIONAL COMPANIES ON CORPORATE SOCIAL RESPONSIBILITY ISSUES. AS A DIRECTOR FOR THE WATER PROGRAM, MONIKA FREYMAN WORKS RESEARCHING AND CONDUCTING CORPORATE AND INVESTOR ENGAGEMENT ON THE RISKS AND OPPORTUNITIES RELATED TO GROWING WATER SCARCITY AND WATER QUALITY ISSUES. | SpecificServicesProvidedTxt |
| Region Total Expenditures | $88,992 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 2 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Subtotal Spent | $88,992 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $88,992 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FUNDRAISING DINNER | Event1Nm |
| Gross Receipts Event1 | $628,272 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $555,472 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $72,800 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $10,889 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $82,112 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $72,298 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $628,272 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $555,472 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $72,800 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $10,889 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $82,112 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $72,298 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $165,299 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$92,499 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MINDY LUBBER | ||||||||||||||
| PRESIDENT | $208,755 | $0 | $0 | $0 | $0 | $0 | $8,484 | $0 | $23,072 | $0 | $240,311 | $0 | $0 | $0 |
| SUSAN SAYERS | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $166,888 | $0 | $0 | $0 | $0 | $0 | $7,043 | $0 | $19,392 | $0 | $193,323 | $0 | $0 | $0 |
| LANCE PIERCE | ||||||||||||||
| EXEC. DIR.(UNTIL NOV. 2014) | $145,239 | $0 | $0 | $0 | $0 | $0 | $5,901 | $0 | $18,324 | $0 | $169,464 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $51,023 | 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 | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 19: | ON JULY 14, 2011, THE BOARD OF DIRECTORS VOTED TO CHANGE CERES' FISCAL YEAR END TO OCTOBER 31. THE MAIN REASON FOR THE CHANGE IS TO BETTER ALIGN CERES' GRANT AND PLANNING CYCLES. AS A RESULT, THE 2014 AND 2015 FISCAL YEARS PRESENTED ARE 12-MONTH YEARS ENDING ON OCTOBER 31, 2014 AND OCTOBER 31, 2015, RESPECTIVELY. |
| FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | CERES' MISSION IS MOBILIZING INVESTOR AND BUSINESS LEADERSHIP TO BUILD A THRIVING, SUSTAINABLE GLOBAL ECONOMY. CERES IS KNOWN FOR ITS UNIQUE ABILITY TO BRING DIVERSE INTERESTS TOGETHER TO FIND POSITIVE SOLUTIONS TO COMPLEX ENVIRONMENTAL AND SOCIAL CHALLENGES. FOR EXAMPLE, OVER THE PAST 13 YEARS CERES HAS CO-HOSTED SEVEN INVESTOR SUMMITS AT THE UNITED NATIONS, BRINGING TOGETHER HUNDREDS OF LEADING U.S. AND GLOBAL INVESTORS TO EXAMINE AND RESPOND TO THE RISKS AND OPPORTUNITIES POSED BY CLIMATE CHANGE. CERES INTRODUCED THE CONCEPT OF "CLIMATE RISK" TO WORLD BUSINESS LEADERS AND MOBILIZES INSTITUTIONAL INVESTORS MANAGING TRILLIONS OF DOLLARS IN ASSETS THROUGH ITS INVESTOR NETWORK ON CLIMATE RISK (INCR). CERES IS KNOWN FOR ITS UNIQUE ABILITY TO CONVENE POWERFUL MARKET PLAYERS AND INSTITUTIONS WITH DIVERSE INTERESTS TO CONSIDER AND DEVELOP POSITIVE SOLUTIONS TO COMPLEX ISSUES. FOR EXAMPLE, IN JANUARY 2016 AT THE UNITED NATIONS, CERES BROUGHT TOGETHER 500 LEADING GLOBAL INVESTORS AS WELL AS KEY POLICYMAKERS AND BUSINESS EXECUTIVES, INCLUDING UN SECRETARY GENERAL BAN KI-MOON, MICHAEL BLOOMBERG AND AL GORE, AT THE INVESTOR SUMMIT ON CLIMATE RISK: ADVANCING THE CLEAN TRILLION. |
| FORM 990, PART VI, SECTION B, LINE 11 | OUR ACCOUNTING AND AUDITING FIRM SENDS THE ORGANIZATION A QUESTIONNAIRE TO FILL OUT FOR PREPARING THE FORM 990. THIS QUESTIONNAIRE IS PREPARED AND REVIEWED BY THE FINANCE TEAM. THEN, OUR ACCOUNTING AND AUDITING FIRM PREPARES THE DRAFT 990, WITH THE INFORMATION GATHERED IN THE QUESTIONNAIRE PROVIDED BY THE FINANCE TEAM, AND SENDS A DRAFT TO THE ORGANIZATION. THE FINANCE TEAM REVIEWS THIS DRAFT AND EMAILS TO THE FULL BOARD FOR ITS REVIEW PRIOR TO ITS FILING. THE AUDIT COMMITTEE REVIEWS COMMENTS RECEIVED FROM BOARD MEMBERS AND WHEN SATISFIED ACCEPTS THE 990. AFTERWARDS THE 990 IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY. AS PART OF THE BOARD TRAINING, WHEN JOINING THE CERES BOARD, THE NEW BOARD MEMBER IS PROVIDED WITH THE CERES BOARD POLICIES WHICH CONTAIN THE WRITTEN CONFLICT OF INTEREST POLICY. IN THIS PACKAGE IS INCLUDED THE FORM "CONFLICT OF INTEREST STATEMENT (CIS)" WHERE THEY ARE REQUIRED TO DISCLOSE ANY CONFLICT OF INTEREST THAT MAY EXIST WITH THE ORGANIZATION. ONCE A YEAR, THE BOARD MEMBERS COMPLETE THIS CIS FORM. ALSO, AS PART OF THE GOVERNANCE COMPLIANCE THE BOARD MEMBERS ARE REQUIRED TO INFORM TO ANY OF THE BOARD CO-CHAIRS OF CERES ANY MATERIAL CHANGE THAT DEVELOPS DURING THE YEAR IN THE INFORMATION CONTAINED IN THE FOREGOING STATEMENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD ANNUALLY REVIEWS AND APPROVES THE CEO'S COMPENSATION. A MEMBER OF THAT COMMITTEE GATHERS DATA FROM SALARY SURVEYS FROM COMPARABLE SIZED NONPROFITS AND BRINGS THAT INFORMATION BACK TO THE COMMITTEE FOR ITS DELIBERATIONS. THE COMMITTEE THEN DECIDES ON THE APPROPRIATE COMPENSATION LEVEL FOR THE COMING YEAR AND ANY BONUS WARRANTED FOR THE PRIOR YEAR. THIS IS THEN CONVEYED WITH A RECOMMENDATION TO THE FULL BOARD IN AN EXECUTIVE SESSION AND THE VOTE TAKEN TO APPROVE THE RECOMMENDED COMPENSATION. THE CEO IS RESPONSIBLE FOR ASSESSING THE APPROPRIATE LEVELS OF OTHER KEY EMPLOYEES. COMPENSATION IS BASED ON PERFORMANCE, LEVEL OF RESPONSIBILITY, COST OF LIVING FACTOR, INFLATION, AND TO SOME DEGREE THE NONPROFIT MARKET IN BOSTON (SALARY SURVERY STUDIES). THE EXECUTIVE COMMITTEE OF THE BOARD IS PROVIDED BY THE CEO A SUMMARY OF SALARIES PAID TO OFFICERS AND KEY EMPLOYEES (COO, CFO AND CHIEF DEVELOPMENT OFFICER) OF COMPARABLE ORGANIZATIONS WITH DATA THAT WAS DRAWN FROM 990'S AND SALARY SURVEYS. THE AVERAGES ARE COMPARED TO PROPOSED SALARIES FOR EQUIVALENT CERES STAFF. THE EXECUTIVE COMMITTEE ADVISES THE CEO IF THEY HAVE CONCERNS ABOUT ANY OF THE PROPOSED SALARY LEVELS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FORM 990, AUDITED FINANCIAL STATEMENTS AND ANNUAL REPORT ARE AVAILABLE AT HTTP://WWW.CERES.ORG/ABOUT-US/FINANCIALS. THE ORGANIZATION PROVIDES COPIES OF ITS FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS UPON REQUEST. CERES' FORM 990 IS ALSO AVAILABLE VIA GUIDESTAR, AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. |
| FORM 990, PAGE 1, PART A AND PAGE 7, PART VII: | SECTION A - ON JULY 14, 2011, THE BOARD OF DIRECTORS VOTED TO CHANGE CERES' FISCAL YEAR END TO OCTOBER 31. THE MAIN REASON FOR THE CHANGE IS TO BETTER ALIGN CERES' GRANT AND PLANNING CYCLES. AS A RESULT, THE 2015 FISCAL YEAR PRESENTED IS A 12-MONTH YEAR ENDING ON OCTOBER 31, 2015. FORM 990 IRS INSTRUCTIONS, PART VII: ALL ORGANIZATIONS ARE REQUIRED TO COMPLETE PART VII, AND WHEN APPLICABLE, SCHEDULE J (FORM 990), FOR CERTAIN PERSONS. COMPENSATION MUST BE REPORTED FOR THE CALENDAR YEAR ENDING WITH OR WITHIN THE ORGANIZATION'S TAX YEAR. THIS REQUIRES REPORTING OF WAGES FROM FORM W-2 FOR THE 2014 CALENDAR YEAR FOR THE ORGANIZATIONAL FISCAL TAX YEAR ENDING OCTOBER 31, 2015. |
| FORM 990, PART XI, LINE 9: | LOSS ON FIXED ASSET DISPOSAL 1,147. |
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