CIVIL SOCIETY INSTITUTE INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CIVIL SOCIETY INSTITUTE INC (EIN 04-3272715)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201603209349308755
- 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
- 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 | 2016-11-15T13:07:40-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475422543 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH FREED & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 396 COMMONWEALTH AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043272715 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIVIL SOCIETY INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CIVI | BusinessNameControlTxt |
| Phone | 6179283408 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 WILDWOOD AVENUE NO 250 | AddressLine1Txt |
| City | WOBURN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAM SOLO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6179283408 | PhoneNum |
| Signature | 2016-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES HULBERT JR | PreparerPersonNm |
| PTIN | P01253253 | PTIN |
| Phone | 6174241100 | PhoneNum |
| Preparation | 2016-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | PAM SOLO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 WILDWOOD AVENUE SUITE 250 | AddressLine1Txt |
| City | WOBURN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,375,214 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CIVILSOCIETYINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE THE ROLE OF A CIVIL SOCIETY | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,589,047 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,835,966 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $351,692 | PYInvestmentIncomeAmt |
| CY Investment Income | $135,801 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,940,739 | PYTotalRevenueAmt |
| CY Total Revenue | $6,971,767 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,143,278 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,936,741 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,005,902 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $558,491 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $53,572 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,296,722 | PYOtherExpensesAmt |
| CY Other Expenses | $1,105,427 | CYOtherExpensesAmt |
| PY Total Expenses | $5,445,902 | PYTotalExpensesAmt |
| CY Total Expenses | $3,600,659 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$505,163 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,371,108 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,626,551 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,782,619 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $155,439 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $90,250 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,471,112 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,692,369 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE INSTITUTE WAS FOUNDED WITH A MISSION TO SUPPORT THE SECTORS OF THE CIVIL SOCIETY AT THE LOCAL AND INTERNATIONAL LEVELS BY PROMOTING COMMUNITY DEVELOPMENT EFFORTS, HUMAN AND CIVIL RIGHTS, AND SOCIAL AND ECONOMIC EQUITY. THE INSTITUTE PROMOTES INTERNATIONAL PEACE AND SUSTAINABLE DEVELOPMENT THROUGH SEVERAL PROGRAM ACTIVITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,186,851 | ExpenseAmt |
| Grant | $1,936,741 | GrantAmt |
| Desc | GRANTS WERE MADE FOR THE PURPOSE OF HUMAN RIGHTS, EDUCATION, RESEARCH, COMMUNITY DEVELOPMENT AND ANTI-VIOLENCE CAMPAIGNS. ANNUALLY THE INSTITUTE MAKES GRANTS TO APPROXIMATELY 50 ORGANIZATIONS. THE PURPOSE OF THE GRANTS WAS TO PROMOTE THE MISSION FOR A CIVIL SOCIETY. | Desc |
| Total Program Service Expenses | $3,186,851 | 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 | 0 | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2 | 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 | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAM SOLO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6179283408 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 WILDWOOD AVENUE SUITE 250 | AddressLine1Txt |
| City | WOBURN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01801 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| SARAH LUTZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DONALD TERRY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK SMITH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARIAN MCAVOY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HELEN REID | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAM SOLO | ||||||
| PRESIDENT & EXEC. DIRECTOR | 40.00 | $392,012 | $0 | $48,612 | Yes (X) | |
| CHRISTOPHER LUTZ | ||||||
| SECRETARY & TREASURER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $392,012 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $48,612 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 |
|---|---|---|---|---|---|
| THE HASTINGS GROUP | |||||
| 1911 N FORT MEYER DR STE 700 | ARLINGTON | VA | 22209 | CONSULTING | $397,875 |
| PAWA LAW GROUP PC | |||||
| 1280 CENTRE ST STE 230 | NEWTON CENTRE | MA | 02459 | CONSULTING/LEGAL | $125,000 |
| LAKE RESEARCH PARTNERS | |||||
| 1101 17TH STREET NW SUITE 30 | WASHINGTON | DC | 20036 | CONSULTING | $104,377 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $3,830,131 | RelatedOrganizationsAmt |
| All Other Contributions | $3,005,835 | AllOtherContributionsAmt |
| Noncash Contributions | $1,250,685 | NoncashContributionsAmt |
| Total Contributions | $6,835,966 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,301 | TotalRevenueColumnAmt |
| Exclusion | $55,301 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,447,068 | SecuritiesAmt |
| Other | $36,879 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,394,374 | SecuritiesAmt |
| Other | $9,073 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $52,694 | SecuritiesAmt |
| Other | $27,806 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80,500 | TotalRevenueColumnAmt |
| Exclusion | $80,500 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,971,767 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $135,801 | 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 | $1,936,741 | TotalAmt |
| Program Services | $1,936,741 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,624 | TotalAmt |
| Program Services | $330,470 | ProgramServicesAmt |
| Management And General | $66,092 | ManagementAndGeneralAmt |
| Fundraising | $44,062 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,925 | TotalAmt |
| Program Services | $64,925 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,791 | TotalAmt |
| Program Services | $7,249 | ProgramServicesAmt |
| Management And General | $325 | ManagementAndGeneralAmt |
| Fundraising | $217 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,917 | TotalAmt |
| Program Services | $21,738 | ProgramServicesAmt |
| Management And General | $3,108 | ManagementAndGeneralAmt |
| Fundraising | $2,071 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,234 | TotalAmt |
| Program Services | $14,324 | ProgramServicesAmt |
| Management And General | $2,346 | ManagementAndGeneralAmt |
| Fundraising | $1,564 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,162 | TotalAmt |
| Program Services | $125,000 | ProgramServicesAmt |
| Management And General | $162 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,149 | TotalAmt |
| Management And General | $68,149 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,476 | TotalAmt |
| Management And General | $19,476 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $651,946 | TotalAmt |
| Program Services | $540,503 | ProgramServicesAmt |
| Management And General | $111,443 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,446 | TotalAmt |
| Program Services | $1,446 | ProgramServicesAmt |
| Management And General | $8,000 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,199 | TotalAmt |
| Program Services | $485 | ProgramServicesAmt |
| Management And General | $12,714 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,389 | TotalAmt |
| Program Services | $50,933 | ProgramServicesAmt |
| Management And General | $8,073 | ManagementAndGeneralAmt |
| Fundraising | $5,383 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,708 | TotalAmt |
| Program Services | $78,793 | ProgramServicesAmt |
| Management And General | $53,915 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,923 | TotalAmt |
| Program Services | $10,923 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,208 | TotalAmt |
| Program Services | $2,520 | ProgramServicesAmt |
| Management And General | $413 | ManagementAndGeneralAmt |
| Fundraising | $275 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,206 | TotalAmt |
| Management And General | $1,206 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PRINTING & POSTAGE | $1,971 | $801 | $1,170 |
| DUES & SUBSCRIPTIONS | $1,800 | $1,800 | |
| INVESTMENT EXPENSE | $1,344 | $1,344 | |
| STATE FILING FEES | $500 | $500 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,600,659 | TotalAmt |
| Program Services | $3,186,851 | ProgramServicesAmt |
| Management And General | $360,236 | ManagementAndGeneralAmt |
| Fundraising | $53,572 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,379 | BOYAmt |
| EOY | $825,864 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,917 | BOYAmt |
| EOY | $1,706,155 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,809 | BOYAmt |
| EOY | $2,022 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $89,676 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $82,210 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,674 | BOYAmt |
| EOY | $7,466 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,375,883 | BOYAmt |
| EOY | $4,152,712 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,489 | BOYAmt |
| EOY | $85,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,400 | BOYAmt |
| EOY | $3,400 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,626,551 | BOYAmt |
| EOY | $6,782,619 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,439 | BOYAmt |
| EOY | $90,250 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,439 | BOYAmt |
| EOY | $90,250 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,421,112 | BOYAmt |
| EOY | $6,672,369 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $20,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,471,112 | BOYAmt |
| EOY | $6,692,369 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,626,551 | BOYAmt |
| EOY | $6,782,619 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,371,108 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$149,851 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | 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 | $2,145,218 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,081,303 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,886,105 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,589,047 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,835,966 | CurrentTaxYearAmt |
| Total | $21,537,639 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,145,218 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,081,303 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,886,105 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,589,047 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,835,966 | CurrentTaxYearAmt |
| Total | $21,537,639 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $18,697,080 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,840,559 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $81,893 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,864 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,101 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,429 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,301 | CurrentTaxYearAmt |
| Total | $335,588 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $21,873,227 | TotalSupportAmt |
| Public Support CY170 | 0.12990 | PublicSupportCY170Pct |
| Public Support PY170 | 0.24120 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | STATEMENT WITH RESPECT TO THE 10% FACTS AND CIRCUMSTANCES TEST PURSUANT TO TREASURY REGULATION 1.170A-9(F)CIVIL SOCIETY INSTITUTE, INC. (THE ORGANIZATION") HAS RECEIVED SUBSTANTIAL PART OF ITS SUPPORT FROM DIRECT OR INDIRECT CONTRIBUTIONS FROM THE GENERAL PUBLIC:(I) TEN PERCENT-OF-SUPPORT LIMITATION. SEE SCHEDULE A, PART II, SECTION C, LINES 14 AND 15.(II) ATTRACTION OF PUBLIC SUPPORT. THE ORGANIZATION CONTINUES TO SOLICIT CONTRIBUTIONS FROM U.S. SOURCES. IN 2015, AN AGGREGATE SUM OF $155,150 WAS RECEIVED FROM FIVE UNRELATED ORGANIZATIONS/ INDIVIDUALS. $2,850,685 WAS RECEIVED FROM A BOARD OFFICER THAT HAD NOT CONTRIBUTED TO THE ORGANIZATION IN MANY YEARS. FINALLY, $3,830,131 WAS RECEIVED FROM THE ORGANIZATION'S SUPPORTING ORGANIZATION WHICH IS OBLIGATED TO PROVIDE FINANCIAL SUPPORT IN SATISFACTION OF ITS MISSION.IN 2014, AN AGGREGATE SUM OF $567,148 WAS RECEIEVED FROM ELEVEN UNRELATED ORGANIZATIONS/ INDIVIDUALS. $4,021,899 WAS RECEIVED FROM THE ORGANIZATION'S SUPPORTING ORGANIZATION WHICH IS OBLIGATED TO PROVIDE FINANCIAL SUPPORT IN SATISFACTION OF ITS MISSION. IN 2013, AN AGGREGATE SUM OF $406,500 WAS RECEIEVED FROM EIGHT UNRELATED ORGANIZATIONS/ INDIVIDUALS. $60,000 WAS RECEIVED FROM A RELATED ORGANIZATION. FINALLY, $3,419,605 WAS RECEIVED FROM THE ORGANIZATION'S SUPPORTING ORGANIZATION WHICH IS OBLIGATED TO PROVIDE FINANCIAL SUPPORT IN SATISFACTION OF ITS MISSION.IN 2012, AN AGGREGATE SUM OF $301,716 WAS RECEIEVED FROM NINE UNRELATED ORGANIZATIONS/ INDIVIDUALS. $84,000 WAS RECEIVED FROM A RELATED ORGANIZATION. FINALLY, $3,695,587 WAS RECEIVED FROM THE ORGANIZATION'S SUPPORTING ORGANIZATION WHICH IS OBLIGATED TO PROVIDE FINANCIAL SUPPORT IN SATISFACTION OF ITS MISSION.IN 2011, AN AGGREGATE SUM OF $347,650 WAS RECEIEVED FROM EIGHT UNRELATED ORGANIZATIONS/ INDIVIDUALS. $66,000 WAS RECEIVED FROM A RELATED ORGANIZATION. FINALLY, $1,731,568 WAS RECEIVED FROM THE ORGANIZATION'S SUPPORTING ORGANIZATION WHICH IS OBLIGATED TO PROVIDE FINANCIAL SUPPORT IN SATISFACTION OF ITS MISSION.(III) PERCENTAGE OF FINANCIAL SUPPORT. FOR THE CURRENT REPORTING YEAR OF 2015, AND FOR THE PRIOR REPORTING YEAR OF 2014, THE PUBLIC SUPPORT PERCENTAGE FOR THE ORGANIZATION CALCULATED TO 12.99% (ON SCHEDULE A, PART II, SECTION C, LINE 14) AND 24.12% (ON SCHEDULE A, PART II, SECTION C, LINE 15), RESPECTIVELY. THE PUBLIC SUPPORTING PERCENTAGE FOR PRECEDING YEARS IS AS FOLLOWS:2013: 43.79%; 2012: 45.85%; 2011: 50.39%; 2010: 47.99%(IV) SOURCES OF SUPPORT. THE ORGANIZATION SATISFIES REQUIREMENT (I) ABOVE THROUGH THE RECEIPT OF FINANCIAL SUPPORT FROM ITS SUPPORTING ORGANIZATION AND FROM SUPPORT FROM A REPRESENTATIVE NUMBER OF BUSINESSES AND PERSONS, RATHER THAN RECEIVING ALMOST ALL OF ITS SUPPORT FROM THE MEMBERS OF A SINGLE FAMILY. THIS IS EVIDENCED BY A REVIEW OF THE SUPPORTING SCHEDULE, WHICH IS NOT OPEN TO PUBLIC INSPECTION, OF THE IDENTIFICATION OF EXCESS CONTRIBUTIONS INCLUDED ON SCHEDULE A, PART II, SECTION A, LINE 5. THE CONTRIBUTORS' NAMES ON THIS SCHEDULE REFLECT THE MAJOR CONTRIBUTORS TO THE ORGANIZATION, MOST OF WHICH ARE CONTRIBUTORS EVERY YEAR, BUT WERE NOT RELATED TO THE ORGANIZATION THROUGH COMMON BOARD MEMBERSHIP OR OTHER DISQUALIFYING FACTORS DURING THE YEARS IN QUESTION.(V) REPRESENTATIVE GOVERNING BODY. THE ORGANIZATION HAS A GOVERNING BODY CALLED THE BOARD OF TRUSTEES AS OUTLINED IN THE LEGALLY ADOPTED BY-LAWS OF THE ORGANIZATION. THE BOARD OF TRUSTEES HAS BEEN FILLED WITH INDIVIDUALS REPRESENTING A BROAD CROSS-SECTION OF THE VIEWS AND INTERESTS OF THE COMMUNITY. THE BUSINESS CONNECTIONS OF THE TRUSTEES HAVE BEEN HELPFUL IN SECURING GIFTS. | FactsAndCircumstancesTestTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,600,659 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,600,659 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $330,033 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $82,508 | 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 | $346,578 | CurrentYearMinus3Amt |
| Current Year Minus2 | $372,003 | CurrentYearMinus2Amt |
| Current Year Minus1 | $422,295 | CurrentYearMinus1Amt |
| Current Year | $330,033 | CurrentYearAmt |
| Total | $1,470,909 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,206,364 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $86,645 | CurrentYearMinus3Amt |
| Current Year Minus2 | $93,001 | CurrentYearMinus2Amt |
| Current Year Minus1 | $105,574 | CurrentYearMinus1Amt |
| Current Year | $82,508 | CurrentYearAmt |
| Total | $367,728 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $551,592 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $89,676 | OtherCostOrOtherBasisAmt |
| Depreciation | $82,210 | DepreciationAmt |
| Book Value | $7,466 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,466 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE INSTITUTE'S OPEN AUDIT PERIODS ARE 2012 - 2015. MANAGEMENT BELIEVES ITS SIGNIFICANT TAX POSITIONS ARE 1) THE TREATMENT OF THE INSTITUTE AS A TAX-EXEMPT ENTITY, 2) THE CLASSIFICATION OF INCOME AS TAX-EXEMPT, RELATED OR EXEMPT FUNCTION INCOME AND 3) THE DETERMINATION THAT THERE IS NO UNRELATED TAXABLE BUSINESS INCOME. AS OF DECEMBER 31, 2015, MANAGEMENT EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS REQUIRING ACCOUNTING RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS. MANAGEMENT DOES NOT BELIEVE ITS EVALUATION OF TAX POSITIONS WILL SIGNIFICANTLY CHANGE WITHIN TWELVE MONTHS OF DECEMBER 31, 2015. ANY CHANGES IN TAX POSITIONS WILL BE RECORDED WHEN THE ULTIMATE OUTCOME BECOMES KNOWN. THE INSTITUTE BELIEVES THEIR ESTIMATES ARE APPROPRIATE BASED ON CURRENT FACTS AND CIRCUMSTANCES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (38 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CITIZENS ACTION COALITION EDUCATION FUND | |||||||
| 603 E WASHINGTON ST 502 | INDIANAPOLIS | IN | 46204 | 510181687 | 501(C)(3) | $100,000 | EDUCATION AND LEARNING |
| KENTUCKY COALITION INC | |||||||
| PO BOX 1450 | LONDON | KY | 40743 | 311113237 | 501(C)(3) | $45,000 | ECONOMIC AND COMMUNITY DEVELOPMENT |
| MAYA EDUCATIONAL FOUNDATION INC | |||||||
| PO BOX 1483 | WELLFLEET | MA | 02667 | 030335159 | 501(C)(3) | $82,000 | ECONOMIC AND COMMUNITY DEVELOPMENT |
| DAKOTA RESOURCE COUNCIL | |||||||
| PO BOX 1095 | DICKINSON | ND | 58602 | 450363903 | 501(C)(3) | $25,000 | ECONOMIC AND COMMUNITY DEVELOPMENT |
| NORTHERN PLAINS RESOURCE COUNCIL | |||||||
| 220 SOUTH 27TH STREET SUITE A | BILLINGS | MT | 59101 | 810367205 | 501(C)(3) | $60,000 | ECONOMIC AND COMMUNITY DEVELOPMENT |
| OHIO RIVER VALLEY ENVIRONMENTAL COALITION (DBA OHIO VALLEY ENIRONMENTAL) | |||||||
| PO BOX 6753 | HUNTINGTON | WV | 25773 | 311311861 | 501(C)(3) | $120,000 | ECONOMIC AND COMMUNITY DEVELOPMENT |
| POWDER RIVER BASIN RESOURCE COUNCIL | |||||||
| 934 N MAIN STREET | SHERIDAN | WY | 82801 | 742183158 | 501(C)(3) | $50,000 | ECONOMIC AND COMMUNITY DEVELOPMENT |
| SOCM RESOURCE PROJECT (STATEWIDE ORGANIZATION FOR COMMUNITY EMPOWERMENT) | |||||||
| 2507 MINERAL SPRINGS AVENUE | KNOXVILLE | TN | 37917 | 581550966 | 501(C)(3) | $25,000 | ECONOMIC AND COMMUNITY DEVELOPMENT |
| WESTERN COLORADO CONGRESS | |||||||
| PO BOX 1931 128 NORTH 6TH STREET | GRAND JUNCTION | CO | 81502 | 840837218 | 501(C)(3) | $40,000 | ECONOMIC AND COMMUNITY DEVELOPMENT |
| CHRISTIANS FOR THE MOUNTAINS (A PROJECT OF WORLD STEWARDSHIP INSTITUTE) | |||||||
| 12664 FROST ROAD RT 1 BOX 119-B | DUNMORE | WV | 24934 | 770422218 | 501(C)(3) | $25,000 | ECONOMIC AND COMMUNITY DEVELOPMENT |
| BULLETIN OF THE ATOMIC SCIENTISTS | |||||||
| 1155 E 60TH STREET | CHICAGO | IL | 60637 | 362136497 | 501(C)(3) | $54,980 | SCIENCE AND HEALTH |
| CATSKILL CITIZENS FOR SAFE ENERGY | |||||||
| PO BOX 103 | FREMONT CENTER | NY | 12736 | 262926239 | 501(C)(4) | $75,000 | SCIENCE AND HEALTH |
| CHESAPEAKE CLIMATE ACTION NETWORK INC | |||||||
| PO BOX 11138 | TAKOMA PARK | MD | 20912 | 113644283 | 501(C)(3) | $80,000 | SCIENCE AND HEALTH |
| CITIZENS FOR GREENER EVANSTON | |||||||
| 1642 PAYNE STREET | EVANSTON | IL | 60201 | 275177173 | 501(C)(3) | $25,000 | SCIENCE AND HEALTH |
| CLEAN AIR COUNCIL | |||||||
| 135 S 19TH STREET SUITE 300 | PHILADELPHIA | PA | 19103 | 231683461 | 501(C)(3) | $60,000 | SCIENCE AND HEALTH |
| COAL RIVER MOUNTAIN WATCH INC | |||||||
| PO BOX 651 | WHITESVILLE | WV | 25209 | 550765268 | 501(C)(3) | $50,000 | ECONONIC AND COMMUNITY DEVELOPMENT |
| ENVIRONMENTAL ADVOCATES OF NEW YORK INC | |||||||
| 353 HAMILTON STREET | ALBANY | NY | 12210 | 222360736 | 501(C)(3) | $20,000 | SCIENCE AND HEALTH |
| MOUNTAIN ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT INC | |||||||
| 433 CHESTNUT STREET | BEREA | KY | 40403 | 310900246 | 501(C)(3) | $20,000 | SCIENCE AND HEALTH |
| OTSEGO 2000 INC | |||||||
| PO BOX 1130 | COOPERSTOWN | NY | 13326 | 112654945 | 501(C)(3) | $60,000 | SCIENCE AND HEALTH |
| RENEWABLE ENERGY LONG ISLAND INC | |||||||
| 62 NEWTOWN LANE SUITE 103 | EAST HAMPTON | NY | 11937 | 550832695 | 501(C)(3) | $40,000 | SCIENCE AND HEALTH |
| SOUTHERN ALLIANCE FOR CLEAN ENERGY | |||||||
| PO BOX 1842 | KNOXVILLE | TN | 37901 | 581620669 | 501(C)(3) | $100,000 | SCIENCE AND HEALTH |
| WEST MICHIGANS JOB GROUP | |||||||
| 4926 LAKE HARBOR ROAD | MUSKEGON | MI | 49441 | 800549551 | 501(C)(6) | $20,000 | ECONOMIC AND COMMUNITY DEVELOPMENT |
| WESTERN ORGANIZATION OF RESOURCE COUNCILS | |||||||
| 220 SOUTH 27TH STREET SUITE B | BILLINGS | MT | 59101 | 450356819 | 501(C)(4) | $100,000 | ECONOMIC AND COMMUNITY DEVELOPMENT |
| NUCLEAR INFORMATION AND RESOURCE SERVICE | |||||||
| 6930 CARROLL AVENUE STE 340 | TAKOMA PARK | MD | 20912 | 521119677 | 501(C)(3) | $60,000 | SCIENCE AND HEALTH |
| BLUE RIDGE ENVIRONMENTAL DEFENSE LEAGUE INC | |||||||
| PO BOX 88 | GLENDALE SPRINGS | NC | 28629 | 581624130 | 501(C)(3) | $10,000 | SCIENCE AND HEALTH |
| DELAWARE RIVERKEEPER NETWORK | |||||||
| 925 CANAL STREET NO 3701 | BRISTOL | PA | 19007 | 743255972 | 501(C)(3) | $60,000 | SCIENCE AND HEALTH |
| EARTHWORKS | |||||||
| 1612 K STREET NW NO 808 | WASHINGTON | DC | 20006 | 521557765 | 501(C)(3) | $35,000 | SCIENCE AND HEALTH |
| PHYSICIANS SCIENTIST AND ENGINEERS | |||||||
| 404 NORTH CAYUGA STREET | ITHACA | NY | 14850 | 274364320 | 501(C)(3) | $30,000 | SCIENCE AND HEALTH |
| AMIGOS BRAVOS INC | |||||||
| 105 A QUESNEL PO BOX 238 | TAOS | NM | 87571 | 850363268 | 501(C)(3) | $25,000 | SCIENCE AND HEALTH |
| CITIZENS FOR A HEALTHY COMMUNITY | |||||||
| 229 GRAND AVENUE SUITES D E | PAONIA | CO | 81428 | 272139467 | 501(C)(3) | $10,000 | SCIENCE AND HEALTH |
| INTERRELIGIOUS ECO-JUSTICE NETWORK | |||||||
| PO BOX 270147 | WEST HARTFORD | CT | 06127 | 043737215 | 501(C)(3) | $15,000 | EDUCATION AND LEARNING |
| JONES RIVER WATERSHED ASSOCIATION INC | |||||||
| 55 LANDING ROAD | KINGSTON | MA | 02364 | 223269260 | 501(C)(3) | $40,000 | SCIENCE AND HEALTH |
| LAND STEWARDSHIP PROJECT | |||||||
| 821 EAST 35TH STREET 200 | MINNEAPOLIS | MN | 55407 | 411466054 | 501(C)(3) | $10,000 | SCIENCE AND HEALTH |
| MIDWEST ENVIRONMENTAL ADVOCATES INC | |||||||
| 612 WEST MAIN STREET STE 302 | MADISON | WI | 53703 | 392006475 | 501(C)(3) | $25,000 | SCIENCE AND HEALTH |
| SAVE THE HILLS ALLIANCE INC | |||||||
| E6990 720TH AVENUE | MENOMONIE | WI | 54751 | 452277438 | 501(C)(3) | $80,000 | EDUCATION AND LEARNING |
| MOTHERS OUT FRONT | |||||||
| 30 BOW STREET | CAMBRIDGE | MA | 02138 | 465758600 | 501(C)(3) | $150,000 | SCIENCE AND HEALTH |
| ALLIANCE FOR A GREEN ECONOMY | |||||||
| 2013 E GENESEE STREET | SYRACUSE | NY | 13210 | 461585846 | 501(C)(3) | $25,000 | SCIENCE AND HEALTH |
| ENVIRONMENTAL WORKING GROUP | |||||||
| 1436 U STREET NW SUITE 100 | WASHINGTON | DC | 20009 | 522148600 | 501(C)(3) | $75,000 | SCIENCE AND HEALTH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 35 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE REQUIRES THAT EACH ORGANIZATION RECEIVING A GRANT PROVIDE THE INSTITUTE WITH PERIODIC REPORTS DEMONSTRATING THE USE OF THE FUNDS AND THE OBJECTIVES ACHIEVED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAM SOLO | PersonNm |
| Title | PRESIDENT & EXEC. DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $392,012 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $48,612 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $440,624 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,250,685 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | 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 | ONE DONOR CONTRIBUTED TWO MARKETABLE SECURITIES | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | CHRISTOPHER LUTZ AND SARAH LUTZ ARE FATHER AND DAUGHTER. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS NOT REVIEWED BY THE ENTIRE BOARD. THE BOARD'S PRESIDENT AND EXECUTIVE DIRECTOR IS GIVEN THE RESPONSIBILITY OF REVIEWING AND APPROVING THE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE INSTITUTE'S BOARD REVIEWS TRANSACTIONS AGAINST LIST OF DISCLOSED CONFLICTS TO ENSURE THAT POTENTIAL CONFLICTS WILL BE AVOIDED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE INSTITUTE'S BOARD OBTAINED SALARY FIGURES FROM REGIONAL AND NATIONAL NONPROFIT ORGANIZATIONS AND FOUNDATIONS TO SET THE INITIAL COMPENSATION OF ITS EXECUTIVE DIRECTOR AND KEY EMPLOYEES. THE RESULTS OF THE STUDY WERE THEN REVIEWED BY THE INSTITUTE'S CPA TO PROVIDE AN INDEPENDENT PERSPECTIVE ON THE OVERALL COMPENSATION STRUCTURE. ANNUALLY, THE BOARD REVIEWS AND APPROVES COMPENSATION FOR THE INSTITUTE'S EXECUTIVE DIRECTOR AND KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 18 | A COPY OF FORM 990 IS FILED ANNUALLY WITH MASSACHUSSETS ATTORNEY GENERAL'S OFFICE. AS PART OF THEIR PROCEDURE, THE DOCUMENT IS SCANNED AND MADE AVAILABLE TO THE PUBLIC. ADDITIONALLY, A REPRODUCTION OF THE RETURN CAN BE FOUND ON GUIDESTAR'S WEBSITE. FINALLY, COPIES OF ORGANIZATIONAL DOCUMENTS CAN BE REQUESTED DIRECTLY FROM THE ORGANIZATION'S MANAGEMENT BY CONTACTING THEM AT THEIR OFFICE. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING: PROGRAM SERVICE EXPENSES 540,503. MANAGEMENT AND GENERAL EXPENSES 104,183. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 644,686. PENSION ADMINISTRATION COSTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,260. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,260. |
| SCHEDULE R, PART V, LINE 2, COLUMN (D) | ALL ITEMS REPORTED REFLECT ACTUAL CASH TRANSFERS AND, THEREFORE, REPRESENT ACTUAL FAIR VALUE AT TIME OF TRANSFER. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| THE LUCRETIA FUND INC | |||||||||
| 300 WILDWOOD AVENUE SUITE 250 | WOBURN | MA | 01801 | 043322483 | TO PROMOTE CIVIL SOCIETY | MA | 501(C)(3) | 509(A)(3), TYPE I | Yes (1) |
| THE LUCRETIA PHILANTHROPIC FOUNDATION INC | |||||||||
| 300 WILDWOOD AVENUE SUITE 250 | WOBURN | MA | 01801 | 203964837 | GRANTS TO OTHER CHARITABLE ORGANIZATIONS | MA | 501(C)(3) | PF | 0 |
| 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 | Yes (1) | 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 |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LUCRETIA FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $3,830,131 | InvolvedAmt |
| Method Of Amount Determination | SEE SCHEDULE O FOR EXPLANATION | MethodOfAmountDeterminationTxt |
Comments