FOUNDATION FOR RURAL SERVICE: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR RURAL SERVICE (EIN 52-1889647)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-09
- IRS object ID
- 201613149349301346
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-09T19:51:42-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 N FAIRFAX DRIVE SUITE 1020 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | 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 | 521889647 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR RURAL SERVICE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 7033512000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4121 WILSON BOULEVARD 10TH FLOOR | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHIRLEY BLOOMFIELD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7033512000 | PhoneNum |
| Signature | 2016-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID TRIMNER | PreparerPersonNm |
| PTIN | P00444822 | PTIN |
| Phone | 5712279500 | PhoneNum |
| 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) |
|---|---|---|
| Principal Officer | SHIRLEY BLOOMFIELD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4121 WILSON BOULEVARD 10TH FLOOR | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,489,991 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FRS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | TO INFORM AND EDUCATE THE PUBLIC ON THE TELECOMMUNICATIONS NEEDS OF RURAL AREAS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $427,918 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,611,225 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $138,889 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $150,750 | CYProgramServiceRevenueAmt |
| PY Investment Income | $31,226 | PYInvestmentIncomeAmt |
| CY Investment Income | $290,162 | CYInvestmentIncomeAmt |
| PY Other Revenue | $166,356 | PYOtherRevenueAmt |
| CY Other Revenue | $9,083 | CYOtherRevenueAmt |
| PY Total Revenue | $764,389 | PYTotalRevenueAmt |
| CY Total Revenue | $3,061,220 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $99,522 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $163,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $287,463 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $298,260 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $82,514 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $245,701 | PYOtherExpensesAmt |
| CY Other Expenses | $313,960 | CYOtherExpensesAmt |
| PY Total Expenses | $632,686 | PYTotalExpensesAmt |
| CY Total Expenses | $775,720 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $131,703 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,285,500 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,343,326 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,266,848 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $96,265 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $115,283 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,247,061 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,151,565 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION FOR RURAL SERVICE, IN COOPERATION WITH THE NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION, SEEKS TO SUSTAIN AND ENHANCE THE QUALITY OF LIFE THROUGHOUT RURAL AMERICA BY ADVANCING AN UNDERSTANDING OF RURAL TELECOMMUNICATIONS ISSUES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $173,134 | ExpenseAmt |
| Grant | $163,500 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SCHOLARSHIP PROGRAM: RECOGNIZING THE DISPARITIES BETWEEN RURAL AND URBAN ACCESS TO HIGHER EDUCATION, THE FOUNDATION OFFERS AN ANNUAL COLLEGE SCHOLARSHIP PROGRAM TO HELP FURTHER HIGHER EDUCATION AMONG RURAL YOUTH. VARIOUS SCHOLARSHIPS ARE AWARDED TO APPROXIMATELY FIFTY WINNERS SELECTED BY AN INDEPENDENT TEAM OF REVIEWERS IN THE EDUCATION FIELD. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $164,654 | ExpenseAmt |
| Revenue | $140,000 | RevenueAmt |
| Desc | YOUTH TOUR:THE FOUNDATION SPONSORS AN ANNUAL TOUR OF WASHINGTON, D.C. APPROXIMATELY ONE HUNDRED HIGH SCHOOL STUDENTS FROM RURAL AMERICA VISIT THE NATION'S CAPITOL TO LEARN ABOUT THE TELECOMMUNICATIONS INDUSTRY AND THE LEGISLATIVE PROCESS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $62,825 | ExpenseAmt |
| Revenue | $10,750 | RevenueAmt |
| Desc | AWARENESS CAMPAIGN:THE FOUNDATION SPONSORS AN ONGOING AWARENESS CAMPAIGN TO PROMOTE THE CONTRIBUTION THAT SMALL, INDEPENDENT BROADBAND COMPANIES MAKE TO RURAL COMMUNITIES. THE PROGRAM INCLUDES THE PRODUCTION OF INFORMATIONAL MAILERS GEARED TOWARD EDUCATING RURAL TELECOMMUNICATIONS CUSTOMERS, AN IMAGE AND AWARENESS CAMPAIGN THAT AIMS TO EDUCATE STATE AND LOCAL DECISION MAKERS ON THE VALUE THAT COMMUNITY BASED TELECOM PROVIDERS BRING TO THE TELECOM AND ECONOMIC FUTURES OF THEIR COMMUNITIES AND A SERIES OF EDUCATIONAL PAPERS AIMED AT EDUCATING DESCISION MAKERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $65,681 | ExpenseAmt |
| Desc | VARIOUS OTHER PROGRAMS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $65,681 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $466,294 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 6 | 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 | 20 | 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 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLIE LOWERY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7033512000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4121 WILSON BOULEVARD 10TH FLOOR | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| DALE MERTEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY WHITE | |||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| STEVE MELTZER | |||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAVID REDMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARISSA SWENSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK WASHINGTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MELVIN MASSEY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC CRAMER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN MILNER | |||||||
| SECRETARY / TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MIKE GRISHAM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN CLASSEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE GOGEL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TODD HENECKE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE H WYATT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID ADAMS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BEN SPEARMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARRI BENNET | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN GRANGER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID MOULD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GEOFF FEISS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHIRLEY BLOOMFIELD | |||||||
| CURRENT FDN MANAGER | 5.00 | $0 | $660,497 | $171,879 | Yes (X) | 47.00 | |
| MICHAEL VIANDS | |||||||
| CHIEF FINANCIAL OFFICER | 3.00 | $0 | $177,156 | $73,008 | Yes (X) | 40.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $837,653 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $244,887 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $143,889 | FundraisingAmt |
| Related Organizations | $95,000 | RelatedOrganizationsAmt |
| All Other Contributions | $2,372,336 | AllOtherContributionsAmt |
| Total Contributions | $2,611,225 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| YOUTH TOUR | 900099 | $140,000 | $140,000 |
| INFORMATION MAILER | 900099 | $10,750 | $10,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $150,750 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $109,469 | TotalRevenueColumnAmt |
| Exclusion | $109,469 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,416,629 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,235,936 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $180,693 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $180,693 | TotalRevenueColumnAmt |
| Exclusion | $180,693 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $198,975 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $143,889 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $192,835 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,140 | TotalRevenueColumnAmt |
| Exclusion | $6,140 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,943 | TotalRevenueColumnAmt |
| Exclusion | $2,943 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,943 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,061,220 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $150,750 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $299,245 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Program Services | $15,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,500 | TotalAmt |
| Program Services | $148,500 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,132 | TotalAmt |
| Program Services | $97,639 | ProgramServicesAmt |
| Management And General | $51,547 | ManagementAndGeneralAmt |
| Fundraising | $59,946 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,283 | TotalAmt |
| Program Services | $16,864 | ProgramServicesAmt |
| Management And General | $7,985 | ManagementAndGeneralAmt |
| Fundraising | $12,434 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,506 | TotalAmt |
| Program Services | $11,288 | ProgramServicesAmt |
| Management And General | $20,429 | ManagementAndGeneralAmt |
| Fundraising | $4,789 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,339 | TotalAmt |
| Program Services | $7,111 | ProgramServicesAmt |
| Management And General | $3,904 | ManagementAndGeneralAmt |
| Fundraising | $4,324 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,228 | TotalAmt |
| Management And General | $2,228 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,744 | TotalAmt |
| Management And General | $10,744 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,590 | TotalAmt |
| Management And General | $6,590 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,428 | TotalAmt |
| Management And General | $13,428 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,464 | TotalAmt |
| Program Services | $17,020 | ProgramServicesAmt |
| Management And General | $10,423 | ManagementAndGeneralAmt |
| Fundraising | $1,021 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,998 | TotalAmt |
| Management And General | $55,998 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,624 | TotalAmt |
| Program Services | $99 | ProgramServicesAmt |
| Management And General | $17,525 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $539 | TotalAmt |
| Management And General | $539 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,313 | TotalAmt |
| Management And General | $5,313 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FACILITY RENTAL / LODGI | $93,819 | $93,819 | |
| TRANSPORTATION / EVENT | $28,339 | $28,339 | |
| BOARD EXPENSES | $11,618 | $11,618 | |
| TAXES / DUES/ OTHER FEE | $5,782 | $5,782 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,474 | TotalAmt |
| Program Services | $30,615 | ProgramServicesAmt |
| Management And General | $2,859 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $775,720 | TotalAmt |
| Program Services | $466,294 | ProgramServicesAmt |
| Management And General | $226,912 | ManagementAndGeneralAmt |
| Fundraising | $82,514 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,367 | BOYAmt |
| EOY | $147,846 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,040 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,276 | BOYAmt |
| EOY | $14,762 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,191 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,002 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,728 | BOYAmt |
| EOY | $2,189 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,096,377 | BOYAmt |
| EOY | $3,101,571 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,538 | BOYAmt |
| EOY | $480 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,343,326 | BOYAmt |
| EOY | $3,266,848 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,474 | BOYAmt |
| EOY | $17,900 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,405 | BOYAmt |
| EOY | $83,830 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,386 | BOYAmt |
| EOY | $13,553 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,265 | BOYAmt |
| EOY | $115,283 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,127,696 | BOYAmt |
| EOY | $1,237,761 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,365 | BOYAmt |
| EOY | $1,913,804 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,247,061 | BOYAmt |
| EOY | $3,151,565 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,343,326 | BOYAmt |
| EOY | $3,266,848 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,285,500 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$380,996 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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 | $375,678 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $850,222 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $470,064 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $427,918 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,611,225 | CurrentTaxYearAmt |
| Total | $4,735,107 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $375,678 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $850,222 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $470,064 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $427,918 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,611,225 | CurrentTaxYearAmt |
| Total | $4,735,107 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $76,956 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,658,151 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,308 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $928,592 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,799 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,182 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $109,469 | CurrentTaxYearAmt |
| Total | $1,109,350 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,330 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $108,339 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $137,825 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,140 | CurrentTaxYearAmt |
| Total | $275,634 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,039 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $255,819 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,274 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,531 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,943 | CurrentTaxYearAmt |
| Total | $289,606 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,409,697 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $12,927,330 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72670 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $286,000 | ContributionsAmt |
| End Year Balance | $286,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,191 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,002 | DepreciationAmt |
| Book Value | $2,189 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,189 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $9,233 |
| DUE TO AFFILIATED ENTITIES | $4,320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,553 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,890,059 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$380,996 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $17,000 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$363,996 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,254,055 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$192,835 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$192,835 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,061,220 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $985,555 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $17,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $192,835 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $209,835 | ExpensesNotReportedAmt |
| Expenses Subtotal | $775,720 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $775,720 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT ASSETS ARE RESTRICTED FOR SCHOLARSHIPS. |
| PART X, LINE 2: | FRS EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED ON EXAMINATION. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EVENT EXPENSES -192,835. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EVENT EXPENSES 192,835. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL MEETING | Event1Nm |
| Gross Receipts Event1 | $95,910 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $51,656 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $44,254 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $1,589 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $9,290 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $22,961 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $3,940 | OtherDirectExpensesEvent1Amt |
| Event2 | FALL CONFERENCE | Event2Nm |
| Gross Receipts Event2 | $147,564 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $51,951 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $95,613 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $1,053 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $3,667 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $50,833 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $28,915 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $11,479 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 7 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $99,390 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $40,282 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $59,108 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $3,989 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $17,402 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $11,657 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $26,060 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $342,864 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $143,889 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $198,975 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $6,631 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $30,359 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $85,451 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $28,915 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $41,479 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $192,835 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $6,140 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 53 | RecipientCnt |
| Cash Grant | $148,500 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | RECOGNIZING THE DISPARATIES BETWEEN RURAL AND URBAN ACCESS TO HIGHER EDUCATION, THE FOUNDATION FOR RURAL SERVICE (FRS) OFFERS AN ANNUAL COLLEGE SCHOLARSHIP PROGRAM TO HELP FURTHER HIGHER EDUCATION AMONG RURAL YOUTH. AWARDS ARE GRANTED TO RURAL HIGH SCHOOL SENIORS ACROSS THE UNITED STATES. THE STUDENTS ARE SPONSORED BY A NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION (NTCA) MEMBER COMPANY AND, IF CHOSEN, ARE AWARDED $2,000 FY FRS IN ADDTION TO A $500 SCHOLARSHIP MATCH BY THEIR SPONSORING COMPANY. AN INDEPENDENT TEAM OF REVIEWERS IN THE EDUCATION FIELD ARE SELECTED TO REVIEW THE APPLICATIONS AND SELECT THE WINNERS BASED ON SPECIFIED CRITERIA. FRS STAFF ACCEPTS AND PROCESSES ALL APPLICATIONS. HOWEVER, FRS STAFF AND FRS BOARD MEMBERS DO NOT REVIEW THE APPLICATIONS OR HAVE ANY INFLUENCE ON THE DECISION PROCESS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHIRLEY BLOOMFIELD | ||||||||||||||
| CURRENT FDN MANAGER | $0 | $579,997 | $0 | $62,500 | $0 | $18,000 | $0 | $142,661 | $0 | $29,218 | $0 | $832,376 | $0 | $0 |
| MICHAEL VIANDS | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $0 | $165,906 | $0 | $11,250 | $0 | $0 | $0 | $39,918 | $0 | $33,090 | $0 | $250,164 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE FOUNDATION RELIED ON A RELATED ORGANIZATION TO DETERMINE THE COMPENSATION FOR ITS TOP MANAGEMENT OFFICIAL. THE RELATED ORGANIZATION USES THE FOLLOWING PRACTICES TO DETERMINE COMPENSATION: INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. |
| PART I, LINE 4B | SHIRLEY BLOOMFIELD - $85,320- 457(F) PLAN CONTRIBUTION MICHAEL ROMANO - $14,180 - 457(F) PLAN CONTRIBUTION |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | AN EXECUTIVE COMMITTEE MAY BE APPOINTED BY THE FOUNDATION'S BOARD OF DIRECTORS WITH THE AUTHORITY TO MANAGE THE AFFAIRS OF THE FOUNDATION BETWEEN MEETINGS OF THE BOARD. IF APPOINTED, THE EXECUTIVE COMMITTEE IS COMPRISED OF THE FOUNDATION'S OFFICERS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD DOES NOT REVIEW THE FORM 990 PRIOR TO FILING. A COPY OF THE FORM 990 IS REVIEWED BY THE FOUNDATION MANAGER WITH THE ASSISTANCE OF THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, AND DIRECTOR OF FINANCE OF NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION PRIOR TO FILING. AFTER APPROVAL, IT IS SIGNED BY THE FOUNDATION MANAGER. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION'S CONFLICT OF INTEREST POLICY APPLIES TO ALL MEMBERS OF THE BOARD OF DIRECTORS AND ANY OTHER PERSON WHO MAY REGULARLY EXERCISE GENERAL AUTHORITY TO MAKE ADMINISTRATIVE OR POLICY DECISIONS ON BEHALF OF THE FOUNDATION, INCLUDING THE MANAGER AND EXECUTIVE DIRECTOR. WHEN A PERSON BECOMES AWARE OF AN ACTUAL OR POTENTIAL CONFLICT, THEY DISCLOSE ALL RELEVANT INFORMATION TO THE BOARD CHAIR OR VICE CHAIR, REMOVE THEMSELVES FROM ALL DISCUSSIONS OF THE MATTER, AND REMOVE THEMSELVES FROM ALL VOTES ON THE MATTER. THE BOARD MAY VOTE TO ENTER THE TRANSACTION IF IT DETERMINES THAT THE TRANSACTION IS IN THE FOUNDATION'S BEST INTEREST. ALL RELEVANT INFORMATION IS DOCUMENTED IN THE MEETING MINUTES. IF A PERSON VIOLATES THE FOUNDATION'S CONFLICT OF INTEREST POLICY, THEY INFORM THE BOARD CHAIR AND THE FOUNDATION'S GENERAL COUNSEL, WHO TAKE APPROPRIATE ACTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FOUNDATION'S GOVERNING DOCUMENTS ARE AVAILABLE ON THE WEBSITE. |
| FORM 990, PART VII: | THE COMPENSATED OFFICERS LISTED IN FORM 990, PART VII WERE COMPENSATED THROUGH NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION. THE HOURS PER WEEK INDICATED IN FORM 990, PART VII FOR THESE OFFICERS ARE FOR NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION AND ITS RELATED ENTITIES AND TRUST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION (NTCA) | |||||||||||
| 4121 WILSON BOULEVARD 10TH FLOOR | ARLINGTON | VA | 22203 | 520741336 | TRADE ASSOCIATION | VA | 501(C)(6) | N/A | N/A | 0 | |
| NTCA GROUP HEALTH PROGRAM | |||||||||||
| 4121 WILSON BOULEVARD 10TH FLOOR | ARLINGTON | VA | 22203 | 521043923 | HEALTH AND WELFARE BENEFITS | VA | 501(C)(9) | N/A | Yes (1) | NTCA | |
| NTCA MASTER TRUST FOR DEFERRED COMP PLANS | |||||||||||
| 4121 WILSON BOULEVARD 10TH FLOOR | ARLINGTON | VA | 22203 | 566678513 | DEFERRED COMPENSATION | VA | 501(C)(9) | N/A | Yes (1) | NTCA | |
| NTCA REGIONAL RETIREE MEDICAL FUNDING TRUST I | |||||||||||
| 4121 WILSON BOULEVARD 10TH FLOOR | ARLINGTON | VA | 22203 | 526737391 | POST RETIREMENT BENEFITS | DC | 501(C)(9) | N/A | Yes (1) | NTCA | |
| NTCA REGIONAL RETIREE MEDICAL FUNDING TRUST II | |||||||||||
| 4121 WILSON BOULEVARD 10TH FLOOR | ARLINGTON | VA | 22203 | 521889144 | POST RETIREMENT BENEFITS | DC | 501(C)(9) | N/A | Yes (1) | NTCA | |
| NTCA RETIREMENT AND SECURITY PROGRAM | |||||||||||
| 4121 WILSON BOULEVARD 10TH FLOOR | ARLINGTON | VA | 22203 | 521558805 | DEFINED BENEFIT PLAN | VA | 501(C)(9) | N/A | Yes (1) | NTCA | |
| NTCA SAVINGS PLAN | |||||||||||
| 4121 WILSON BOULEVARD 10TH FLOOR | ARLINGTON | VA | 22203 | 521522857 | DEFINED CONTRIBUTION PLAN | VA | 501(C)(9) | N/A | Yes (1) | NTCA | |
| TELEPHONE EDUCATION COMMITTEE ORGANIZATION | |||||||||||
| 4121 WILSON BOULEVARD 10TH FLOOR | ARLINGTON | VA | 22203 | 521674218 | VOLUNTARY, NON-PARTISAN POLITICAL ACTION COMMITTEE | VA | 527 | N/A | Yes (1) | NTCA | |
| NTCA NATIONAL RETIREE MEDICAL FUNDING TRUST | |||||||||||
| 4121 WILSON BOULEVARD 10TH FLOOR | ARLINGTON | VA | 22203 | 526685526 | POST RETIREMENT BENEFITS | VA | 501(C)(9) | N/A | Yes (1) | NTCA | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SERVICES MANAGEMENT CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 TOWN SQUARE BOULEVARD SUITE 300 | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521200541 | EIN |
| Primary Activities | ADMINISTER BENEFIT PLANS | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NTCA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 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 | Yes (1) | 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 | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION | ||
| C | $60,000 | FAIR MARKET VALUE |
| NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION | ||
| K | $50,684 | FAIR MARKET VALUE |
Comments