NEWDEAL: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
NEWDEAL (EIN 27-3147985)
Tax period
2015-06-01 to 2016-05-31
Filed
2016-09-27
IRS object ID
201602729349300300
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-09-27T13:22:11-04:00ReturnTs
Tax Period End2016-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN753263342PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CH Tax and Accounting Srvc LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11400 Mercantile Ln Ste 242AddressLine1Txt
CityLargoCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20774ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273147985EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEWDEALBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNEWDBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1233 PENNSYLVANIA AVE SEAddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20003ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBRA COX BULTANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2026601340PhoneNum
Signature2016-09-02SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTammy D Hines CPAPreparerPersonNm
PTINP00571576PTIN
Phone2407704468PhoneNum
Preparation2016-09-27PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDEBRA COX BULTANPrincipalOfficerNm
Gross Receipts$427,500GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website Addresswww.NewDEALLeaders.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2010FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionThe NewDEAL has worked to advance the public interest by providing opportunities for state and local elected officials to share pro-growth progressive ideas publicly, with each other, and with policy and other experts.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$416,850PYContributionsGrantsAmt
CY Contributions Grants$427,500CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$416,850PYTotalRevenueAmt
CY Total Revenue$427,500CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$178,616PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$189,792CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$17,500PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$6,500CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$39,405CYTotalFundraisingExpenseAmt
PY Other Expenses$159,214PYOtherExpensesAmt
CY Other Expenses$154,709CYOtherExpensesAmt
PY Total Expenses$355,330PYTotalExpensesAmt
CY Total Expenses$351,001CYTotalExpensesAmt
PY Revenues Less Expenses$61,520PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$76,499CYRevenuesLessExpensesAmt
Total Assets BOY$248,526TotalAssetsBOYAmt
Total Assets EOY$302,726TotalAssetsEOYAmt
Total Liabilities BOY$22,966TotalLiabilitiesBOYAmt
Total Liabilities EOY$669TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$225,560NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$302,057NetAssetsOrFundBalancesEOYAmt
MissionThe NewDEAL has worked to advance the public interest by providing opportunities for state and local elected officials to share pro-growth progressive ideas publicly, with each other, and with policy and other experts.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$263,420ExpenseAmt
Revenue$427,500RevenueAmt
DescThe NewDEAL has worked to advance the public interest by providing opportunities for state and local elected officials to share pro-growth progressive ideas publicly, with each other, and with policy and other experts.Desc
Total Program Service Expenses$263,420TotalProgramServiceExpensesAmt
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee4EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsYes (true)NondeductibleContributionsInd
Nondeductible Contri DisclYes (true)NondeductibleContriDisclInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonHELEN MILBYPersonNm
Phone2026601340PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1233 PENNSYLVANIA AVE SEAddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20003ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
HELEN MILBY
PRESIDENT5.000.00Yes (X)Yes (X)$0$0$0
HOLLY PAGE
TREASURER1.000.00Yes (X)Yes (X)$0$0$0
SUE CHARLTON
BOARD MEMBER1.000.00Yes (X)$0$0$0
CLAUDE FONTHEIM
BOARD MEMBER1.000.00Yes (X)$0$0$0
CHARLIE SALEM
BOARD MEMBER1.000.00Yes (X)$0$0$0
JOHN MICHAEL GONZALEZ
BOARD MEMBER1.000.00Yes (X)$0$0$0
JIM BONHAM
BOARD MEMBER1.000.00Yes (X)$0$0$0
SAM FRIED
BOARD MEMBER1.000.00Yes (X)$0$0$0
LORANNE AUSLEY
BOARD MEMBER1.000.00Yes (X)$0$0$0
MELISSA MAXFIELD
BOARD MEMBER1.000.00Yes (X)$0$0$0
RAJ GOYLE
BOARD MEMBER1.000.00Yes (X)$0$0$0
MICHAEL KEMPNER
BOARD MEMBER1.000.00Yes (X)$0$0$0
JOHN MIYASATO
BOARD MEMBER1.000.00Yes (X)$0$0$0
ADAM PASE
BOARD MEMBER1.000.00Yes (X)$0$0$0
DEBRA COX BULTAN
SECRETARY30.000.00Yes (X)$74,400$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$74,400TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$427,500AllOtherContributionsAmt
Total Contributions$427,500TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$427,500TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$74,400TotalAmt
Program Services$37,200ProgramServicesAmt
Management And General$14,880ManagementAndGeneralAmt
Fundraising$22,320FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$100,665TotalAmt
Program Services$85,052ProgramServicesAmt
Management And General$10,930ManagementAndGeneralAmt
Fundraising$4,683FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$14,727TotalAmt
Program Services$10,284ProgramServicesAmt
Management And General$2,171ManagementAndGeneralAmt
Fundraising$2,272FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$230TotalAmt
Management And General$230ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$5,690TotalAmt
Management And General$5,690ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$6,500TotalAmt
Fundraising$6,500FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$34,037TotalAmt
Program Services$27,200ProgramServicesAmt
Management And General$6,837ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,048TotalAmt
Program Services$15ProgramServicesAmt
Management And General$1,033ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$525TotalAmt
Management And General$525ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$55,263TotalAmt
Program Services$49,881ProgramServicesAmt
Management And General$2,022ManagementAndGeneralAmt
Fundraising$3,360FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$51,302TotalAmt
Program Services$50,783ProgramServicesAmt
Management And General$318ManagementAndGeneralAmt
Fundraising$201FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,532TotalAmt
Management And General$1,532ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
OFFICE SUPPLIES OTHER COST$1,350$647$703
COMMUNICATIONS AND PHONE$2,304$1,507$797
POSTAGE MAILING AND PRINTING$1,177$696$412$69
MISC EXP$251$155$96

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$351,001TotalAmt
Program Services$263,420ProgramServicesAmt
Management And General$48,176ManagementAndGeneralAmt
Fundraising$39,405FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$248,526BOYAmt
EOY$300,936EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$1,790EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$248,526BOYAmt
EOY$302,726EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$22,966BOYAmt
EOY$669EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,966BOYAmt
EOY$669EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$225,560BOYAmt
EOY$302,057EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$225,560BOYAmt
EOY$302,057EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$248,526BOYAmt
EOY$302,726EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$76,499ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$2OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990 governing body review Part VI line 11The organizations Treasurer and Secretary reviewed this form 990 for accuracy. All Directors were provided a copy of the form 990 before it was filed.
Conflict of interest policy compliance Part VI line 12cThe NewDEAL has a conflict of interest policy as part of its bylaws. Every Director receives a copy of the bylaws upon appointment to the Board, and the Board of Directors reviews the bylaws annually.
Governing documents etc available to public Part VI line 19The organization makes its annual federal form 990 available to the public.
Explanation of other changes in net assets or fund balances Part XI line 9ROUNDING
List of other fees for services expenses Part IX line 11gOUTSIDE CONSULTANT FEES TO 5 VENDORS TO SUPPORT ORGANIZATION PROGRAMS CONSULTANT 1-$10K, CONSULTANT 2-$11K, CONSULTANT 2-$12K ALL OTHERS $7K

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