2016-11-09T19:51:42-06:00 2015-12-31 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2015-01-01 521889647 FOUNDATION FOR RURAL SERVICE FOUN 7033512000 4121 WILSON BOULEVARD 10TH FLOOR ARLINGTON VA 22203 SHIRLEY BLOOMFIELD PRESIDENT 7033512000 2016-11-08 1 DAVID TRIMNER P00444822 5712279500 2015 2017-02-10 21:41:12Z SHIRLEY BLOOMFIELD 4121 WILSON BOULEVARD 10TH FLOOR ARLINGTON VA 22203 4489991 0 X WWW.FRS.ORG X 1994 VA TO INFORM AND EDUCATE THE PUBLIC ON THE TELECOMMUNICATIONS NEEDS OF RURAL AREAS. 20 20 6 20 0 0 427918 2611225 138889 150750 31226 290162 166356 9083 764389 3061220 99522 163500 0 0 287463 298260 0 0 82514 245701 313960 632686 775720 131703 2285500 1343326 3266848 96265 115283 1247061 3151565 X 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. 0 0 173134 163500 0 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. 164654 140000 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. 62825 10750 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. 65681 VARIOUS OTHER PROGRAMS 65681 466294 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 21 0 6 1 0 0 0 0 0 1 1 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X KELLIE LOWERY 7033512000 4121 WILSON BOULEVARD 10TH FLOOR ARLINGTON VA 22203 X DALE MERTEN DIRECTOR 1.00 X 0 0 0 NANCY WHITE PRESIDENT 1.00 X X 0 0 0 STEVE MELTZER VICE PRESIDENT 1.00 X X 0 0 0 DAVID REDMAN DIRECTOR 1.00 X 0 0 0 CARISSA SWENSON DIRECTOR 1.00 X 0 0 0 MARK WASHINGTON DIRECTOR 1.00 X 0 0 0 MELVIN MASSEY DIRECTOR 1.00 X 0 0 0 ERIC CRAMER DIRECTOR 1.00 X 0 0 0 STEPHEN MILNER SECRETARY / TREASURER 1.00 X X 0 0 0 MIKE GRISHAM DIRECTOR 1.00 X 0 0 0 ELLEN CLASSEN DIRECTOR 1.00 X 0 0 0 JULIE GOGEL DIRECTOR 1.00 X 0 0 0 TODD HENECKE DIRECTOR 1.00 X 0 0 0 GEORGE H WYATT DIRECTOR 1.00 X 0 0 0 DAVID ADAMS DIRECTOR 1.00 X 0 0 0 BEN SPEARMAN DIRECTOR 1.00 X 0 0 0 CARRI BENNET DIRECTOR 1.00 X 0 0 0 JOHN GRANGER DIRECTOR 1.00 X 0 0 0 DAVID MOULD DIRECTOR 1.00 X 0 0 0 GEOFF FEISS DIRECTOR 1.00 X 0 0 0 SHIRLEY BLOOMFIELD CURRENT FDN MANAGER 5.00 47.00 X 0 660497 171879 MICHAEL VIANDS CHIEF FINANCIAL OFFICER 3.00 40.00 X 0 177156 73008 0 837653 244887 0 0 1 0 0 143889 95000 2372336 2611225 YOUTH TOUR 900099 140000 140000 INFORMATION MAILER 900099 10750 10750 150750 109469 109469 1416629 1235936 180693 180693 180693 198975 143889 192835 6140 6140 2943 2943 2943 3061220 150750 0 299245 15000 15000 148500 148500 209132 97639 51547 59946 37283 16864 7985 12434 36506 11288 20429 4789 15339 7111 3904 4324 2228 2228 10744 10744 6590 6590 13428 13428 28464 17020 10423 1021 55998 55998 17624 99 17525 539 539 5313 5313 FACILITY RENTAL / LODGI 93819 93819 TRANSPORTATION / EVENT 28339 28339 BOARD EXPENSES 11618 11618 TAXES / DUES/ OTHER FEE 5782 5782 33474 30615 2859 775720 466294 226912 82514 192367 147846 3040 0 30276 14762 14191 12002 2728 2189 1096377 3101571 18538 480 1343326 3266848 12474 17900 79405 83830 4386 13553 96265 115283 X 1127696 1237761 119365 1913804 1247061 3151565 1343326 3266848 2285500 -380996 0 X 0 1 X 1 0 X 375678 850222 470064 427918 2611225 4735107 375678 850222 470064 427918 2611225 4735107 76956 4658151 29308 928592 17799 24182 109469 1109350 23330 108339 137825 6140 275634 1039 255819 1274 28531 2943 289606 6409697 12927330 0.72670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 286000 286000 1.00000 0 0 14191 12002 2189 2189 DEFERRED RENT 9233 DUE TO AFFILIATED ENTITIES 4320 13553 X 2890059 -380996 17000 -363996 3254055 -192835 -192835 3061220 985555 17000 192835 209835 775720 0 775720 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. ANNUAL MEETING 95910 51656 44254 1589 9290 22961 3940 FALL CONFERENCE 147564 51951 95613 1053 3667 50833 28915 11479 7 99390 40282 59108 3989 17402 11657 0 26060 342864 143889 198975 6631 30359 85451 28915 41479 192835 6140 1 SCHOLARSHIPS 53 148500 N/A N/A PART I, LINE 2: 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. 0 1 0 0 0 0 0 0 0 SHIRLEY BLOOMFIELD CURRENT FDN MANAGER 0 579997 0 62500 0 18000 0 142661 0 29218 0 832376 0 0 MICHAEL VIANDS CHIEF FINANCIAL OFFICER 0 165906 0 11250 0 0 0 39918 0 33090 0 250164 0 0 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 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. 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 NTCA 1 NTCA MASTER TRUST FOR DEFERRED COMP PLANS 4121 WILSON BOULEVARD 10TH FLOOR ARLINGTON VA 22203 566678513 DEFERRED COMPENSATION VA 501(C)(9) N/A NTCA 1 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 NTCA 1 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 NTCA 1 NTCA RETIREMENT AND SECURITY PROGRAM 4121 WILSON BOULEVARD 10TH FLOOR ARLINGTON VA 22203 521558805 DEFINED BENEFIT PLAN VA 501(C)(9) N/A NTCA 1 NTCA SAVINGS PLAN 4121 WILSON BOULEVARD 10TH FLOOR ARLINGTON VA 22203 521522857 DEFINED CONTRIBUTION PLAN VA 501(C)(9) N/A NTCA 1 TELEPHONE EDUCATION COMMITTEE ORGANIZATION 4121 WILSON BOULEVARD 10TH FLOOR ARLINGTON VA 22203 521674218 VOLUNTARY, NON-PARTISAN POLITICAL ACTION COMMITTEE VA 527 N/A NTCA 1 NTCA NATIONAL RETIREE MEDICAL FUNDING TRUST 4121 WILSON BOULEVARD 10TH FLOOR ARLINGTON VA 22203 526685526 POST RETIREMENT BENEFITS VA 501(C)(9) N/A NTCA 1 SERVICES MANAGEMENT CORPORATION 30 TOWN SQUARE BOULEVARD SUITE 300 ASHEVILLE NC 28801 521200541 ADMINISTER BENEFIT PLANS NC NTCA C 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION C 60000 FAIR MARKET VALUE NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION K 50684 FAIR MARKET VALUE