BARBARA BUSH FOUNDATION FOR FAMILY LITERACY INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BARBARA BUSH FOUNDATION FOR FAMILY LITERACY INC (EIN 26-0587238)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-10-25
- IRS object ID
- 201622999349300232
- Schema version
- 2015v2.1
- Note
- A later return for the same period supersedes this one.
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-25T15:29:45-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 | 402 SOUTH KENTUCKY AVENUE SUITE 600 | AddressLine1Txt |
| City | LAKELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260587238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BARBARA BUSH FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | FOR FAMILY LITERACY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARB | BusinessNameControlTxt |
| Phone | 8505625300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 NORTH ADAMS STREET | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROOSEVELT ALEXANDER | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8505625300 | PhoneNum |
| Signature | 2016-10-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TORI LEHMAN | PreparerPersonNm |
| PTIN | P00313085 | PTIN |
| Phone | 8636805600 | PhoneNum |
| Preparation | 2016-10-19 | 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) |
|---|---|---|
| Principal Officer | ELIZA MCFADDEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 NORTH ADAMS STREET | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $41,300,076 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BARBARABUSH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO ADVOCATE FOR AND ESTABLISH LITERACY AS A VALUE IN EVERY HOME IN AMERICA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 30 | TotalEmployeeCnt |
| Total Volunteers | 3655 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,769,600 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,462,540 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,882,499 | PYInvestmentIncomeAmt |
| CY Investment Income | $638,353 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$706,210 | PYOtherRevenueAmt |
| CY Other Revenue | -$686,046 | CYOtherRevenueAmt |
| PY Total Revenue | $20,945,889 | PYTotalRevenueAmt |
| CY Total Revenue | $4,414,847 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,022,649 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,664,779 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,200,250 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,519,697 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $298,450 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $373,270 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,377,649 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,244,896 | PYOtherExpensesAmt |
| CY Other Expenses | $2,343,766 | CYOtherExpensesAmt |
| PY Total Expenses | $10,766,245 | PYTotalExpensesAmt |
| CY Total Expenses | $8,901,512 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,179,644 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,486,665 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $41,934,200 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,676,122 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $607,854 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,478,606 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,326,346 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $35,197,516 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ADVOCATE FOR AND ESTABLISH LITERACY AS A VALUE IN EVERY HOME IN AMERICA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,230,333 | ExpenseAmt |
| Grant | $518,279 | GrantAmt |
| Desc | IN THESE TWO-GENERATION FAMILY LITERACY PROGRAMS, BOTH PARENTS AND CHILDREN HAVE THE OPPORTUNITY TO IMPROVE THEIR LITERACY SKILLS IN THE SAME LEARNING ENVIRONMENT. OVERALL, ADULT LEARNERS DEMONSTRATED AN AVERAGE OF 1.2 GRADE LEVEL INCREASE IN LITERACY SKILLS OVER THE 9-MONTH PROGRAM, GAINING MORE THAN A YEAR'S WORTH OF LEARNING IN LESS THAN A YEAR'S TIME. AT THE START OF THE PROGRAM, 54% OF THE CHILDREN SCORED IN THE LOWEST QUARTILE IN LITERACY; THIS WAS REDUCED BY 32% OVER THE COURSE OF THE YEAR. APPROXIMATELY 3,100 BABY JOURNALS WERE DISTRIBUTED TO FAMILIES TO HELP PARENTS PROVIDE OPTIMAL EARLY LEARNING EXPERIENCES FOR THEIR YOUNG CHILDREN. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,888,579 | ExpenseAmt |
| Grant | $146,500 | GrantAmt |
| Desc | TEEN TRENDSETTERS IS AN INTENSIVE READING PROGRAM IN WHICH LOW PERFORMING 1ST AND 2ND GRADERS (MENTEES) SIGN A CONTRACT WITH THEIR PARENT TO READ TO THEM AT LEAST TWICE A WEEK, AND WE PROVIDE A HOME LIBRARY OVER THE COURSE OF THE SCHOOL YEAR; ADDITIONALLY, THEY ARE ASSIGNED A TEEN MENTOR WHO MEETS WITH THEM WEEKLY. IN THE FIRST CONTROLLED STUDY ON TEEN TRENDSETTERS, DR. CRAIG MASON WITH THE UNIVERSITY OF MAINE FOUND: "THE TEEN TRENDSETTERS MENTEES SHOWED 61% MORE GROWTH THAN THE COMPARISON STUDENTS. ALTERNATIVELY, THE DIFFERENCE IN GROWTH -- 0.46 GRADE LEVELS EQUIVALENT UNITS - REFLECTS NEARLY HALF A YEAR'S WORTH OF ADDITIONAL READING SKILLS." | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,000,000 | ExpenseAmt |
| Grant | $3,000,000 | GrantAmt |
| Desc | TODAY, 36 MILLION AMERICANS CANNOT READ ABOVE THE FIFTH GRADE LEVEL, AND LESS THAN 5% ARE SERVED BY IN-PERSON PROGRAMS THROUGH FEDERAL FUNDING. WE MUST FIND A BETTER SOLUTION. IN RESPONSE, WE HAVE LAUNCHED THE WORLD'S FIRST EVER ADULT LITERACY XPRIZE, WHICH WILL AWARD $7 MILLION IN PRIZES TO WINNING APPLICATIONS IN THE FIGHT AGAINST LOW LITERACY. PRESENTED BY US WITH DOLLAR GENERAL FOUNDATION, THIS CHALLENGE IS ENGAGING 109 TEAMS FROM 15 COUNTRIES TO CREATE MOBILE LEARNING APPS DESIGNED TO HELP LOW-LITERACY ADULTS MOVE TO THE BASIC LITERACY LEVEL IN JUST ONE YEAR. THE COMPETITION IS SCHEDULED TO BEGIN IN 2017 IN CITIES ACROSS AMERICA. IN ADDITION TO SEEDING THE GLOBAL MARKETPLACE WITH SOLUTIONS THAT WORK, THE CHALLENGE IS ALSO BRINGING AWARENESS ABOUT LOW LITERACY, AND THE COMMITMENT NEEDED TO SOLVE THE PROBLEM. RESEARCH EXPECTED FROM THIS FIRST-OF-ITS-KIND ENDEAVOR IS EXPECTED TO HELP THE WORLD DISCOVER MUCH ABOUT HOW ADULTS LEARN INDIVIDUALLY WITH TECHNOLOGY, REVOLUTIONIZING ADULT EDUCATION AND SHIFTING POLICY DISCUSSIONS FOR YEARS TO COME. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,118,912 | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 30 | 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROOSEVELT ALEXANDER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8505625300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 NORTH ADAMS STREET | AddressLine1Txt |
| City | TALLAHSSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32301 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ELIZA MCFADDEN | |||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | Yes (X) | $236,290 | $0 | $45,256 | |
| TIMOTHY GAGE | |||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARK KAPLAN | |||||||
| BOARD VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID BERE | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEAN BECKER | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TRICIA REILLY KOCH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DOROTHY BUSH KOCH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT WISE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES NEVELS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GLORIA PORTELA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PEGGY CONLON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CRAIG DENEKAS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROOSEVELT ALEXANDER | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $98,659 | $0 | $9,089 | ||
| JILL DOTTS | |||||||
| VP OF DEVELOPMENT & STRATEGIC ALLIANCES | 40.00 | $184,183 | $0 | $0 | Yes (X) | ||
| SUSAN JAMES | |||||||
| SENIOR MARKETING OFFICER | 40.00 | $143,014 | $0 | $36,345 | Yes (X) | ||
| ADINE ZORNOW | |||||||
| SR. VP OF DEVELOPMENT & STRATEGIC ALLIANCES | 40.00 | $145,847 | $0 | $37,185 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $807,993 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $127,875 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | 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 PURSUANT GROUP INC | |||||
| 5151 BELT LINE ROAD SUITE 900 | DALLAS | TX | 75254 | FUNDRAISING / MARKETING | $677,665 |
| DINI SPHERIS | |||||
| 2727 ALLEN PARKWAY SUITE 1650 | HOUSTON | TX | 77019 | FUNDRAISING | $212,926 |
| GRAVINA SMITH MATTE & ARNOLD | |||||
| 12474 BRANTLEY COMMONS COURT | FORT MYERS | FL | 33907 | EVENT COORDINATION | $196,335 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,322,174 | FundraisingAmt |
| Government Grants | $335,030 | GovernmentGrantsAmt |
| All Other Contributions | $2,805,336 | AllOtherContributionsAmt |
| Noncash Contributions | $85,974 | NoncashContributionsAmt |
| Total Contributions | $4,462,540 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $823,086 | TotalRevenueColumnAmt |
| Exclusion | $823,086 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,864,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,048,733 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$184,733 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$184,733 | TotalRevenueColumnAmt |
| Exclusion | -$184,733 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $150,450 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,322,174 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $836,496 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$686,046 | TotalRevenueColumnAmt |
| Exclusion | -$686,046 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,414,847 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$47,693 | 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 | $3,664,779 | TotalAmt |
| Program Services | $3,664,779 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $409,564 | TotalAmt |
| Program Services | $196,793 | ProgramServicesAmt |
| Management And General | $158,826 | ManagementAndGeneralAmt |
| Fundraising | $53,945 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,740,826 | TotalAmt |
| Program Services | $846,098 | ProgramServicesAmt |
| Management And General | $310,096 | ManagementAndGeneralAmt |
| Fundraising | $584,632 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,522 | TotalAmt |
| Program Services | $44,923 | ProgramServicesAmt |
| Management And General | $22,857 | ManagementAndGeneralAmt |
| Fundraising | $40,742 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,776 | TotalAmt |
| Program Services | $45,921 | ProgramServicesAmt |
| Management And General | $26,445 | ManagementAndGeneralAmt |
| Fundraising | $46,410 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,009 | TotalAmt |
| Program Services | $73,017 | ProgramServicesAmt |
| Management And General | $29,981 | ManagementAndGeneralAmt |
| Fundraising | $39,011 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,016 | TotalAmt |
| Program Services | $2,900 | ProgramServicesAmt |
| Management And General | $45,116 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,658 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
| Management And General | $26,158 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,024 | TotalAmt |
| Program Services | $140,024 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,270 | TotalAmt |
| Fundraising | $373,270 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,858 | TotalAmt |
| Management And General | $13,858 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,259,380 | TotalAmt |
| Program Services | $1,070,698 | ProgramServicesAmt |
| Management And General | $129,450 | ManagementAndGeneralAmt |
| Fundraising | $59,232 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,047 | TotalAmt |
| Program Services | $11,047 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $362,578 | TotalAmt |
| Program Services | $97,183 | ProgramServicesAmt |
| Management And General | $265,395 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $441 | TotalAmt |
| Management And General | $441 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,601 | TotalAmt |
| Program Services | $38,337 | ProgramServicesAmt |
| Management And General | $9,264 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,558 | TotalAmt |
| Program Services | $129,507 | ProgramServicesAmt |
| Management And General | $14,051 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,593 | TotalAmt |
| Program Services | $2,571 | ProgramServicesAmt |
| Management And General | $5,791 | ManagementAndGeneralAmt |
| Fundraising | $2,231 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,781 | TotalAmt |
| Program Services | $3,051 | ProgramServicesAmt |
| Management And General | $31,730 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PURCHASED BOOKS AND MAT | $177,048 | $176,817 | $231 | |
| DUES AND SUBSCRIPTIONS | $55,274 | $28,103 | $4,045 | $23,126 |
| GENERAL & ADMIN ALLOCAT | $0 | $534,062 | -$689,112 | $155,050 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,909 | TotalAmt |
| Program Services | $10,581 | ProgramServicesAmt |
| Management And General | $328 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,901,512 | TotalAmt |
| Program Services | $7,118,912 | ProgramServicesAmt |
| Management And General | $404,951 | ManagementAndGeneralAmt |
| Fundraising | $1,377,649 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,063,802 | BOYAmt |
| EOY | $3,145,353 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,930,546 | BOYAmt |
| EOY | $5,018,165 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $342,934 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,618 | BOYAmt |
| EOY | $20,362 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $121,924 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $110,424 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,609 | BOYAmt |
| EOY | $11,500 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,562,691 | BOYAmt |
| EOY | $30,480,742 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,934,200 | BOYAmt |
| EOY | $38,676,122 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $607,854 | BOYAmt |
| EOY | $3,478,606 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $607,854 | BOYAmt |
| EOY | $3,478,606 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,408,976 | BOYAmt |
| EOY | $32,045,317 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,917,370 | BOYAmt |
| EOY | $3,152,199 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,326,346 | BOYAmt |
| EOY | $35,197,516 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,934,200 | BOYAmt |
| EOY | $38,676,122 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,486,665 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$759,104 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$883,061 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,277,657 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,885,317 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,684,947 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,769,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,462,540 | CurrentTaxYearAmt |
| Total | $68,080,061 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,277,657 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,885,317 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,684,947 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,769,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,462,540 | CurrentTaxYearAmt |
| Total | $68,080,061 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $68,080,061 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,784 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $599,182 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $711,697 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $800,693 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $823,086 | CurrentTaxYearAmt |
| Total | $2,960,442 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $651,760 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $448,544 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $470,340 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $150,450 | CurrentTaxYearAmt |
| Total | $1,721,094 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $72,761,597 | TotalSupportAmt |
| Public Support CY170 | 0.93570 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94660 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2013 AMOUNT: $ 2,100. 2014 AMOUNT: $ 3,777. FUNDRAISING EVENT REVENUE - 2012 AMOUNT: $ 651,760. 2013 AMOUNT: $ 446,444. 2014 AMOUNT: $ 466,563. 2015 AMOUNT: $ 150,450. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $140,024 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $140,024 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,761,488 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,901,512 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $595,076 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $148,769 | 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 Minus2 | $545,441 | CurrentYearMinus2Amt |
| Current Year Minus1 | $688,312 | CurrentYearMinus1Amt |
| Current Year | $595,076 | CurrentYearAmt |
| Total | $1,828,829 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,743,244 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $9,750 | CurrentYearMinus2Amt |
| Current Year Minus1 | $46,158 | CurrentYearMinus1Amt |
| Current Year | $140,024 | CurrentYearAmt |
| Total | $195,932 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $136,360 | CurrentYearMinus2Amt |
| Current Year Minus1 | $172,078 | CurrentYearMinus1Amt |
| Current Year | $148,769 | CurrentYearAmt |
| Total | $457,207 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $685,811 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $121,924 | OtherCostOrOtherBasisAmt |
| Depreciation | $110,424 | DepreciationAmt |
| Book Value | $11,500 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,500 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $3,662,640 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$759,104 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $168,230 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $686,046 | OtherRevenueAmt |
| Revenue Not Reported | $95,172 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,567,468 | RevenueSubtotalAmt |
| Other Revenues Not Included | $847,379 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $847,379 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,414,847 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,791,470 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $168,230 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $726,046 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $894,276 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,897,194 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $4,318 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $4,318 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,901,512 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EVENT EXPENSES 686,046. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON DISSOLUTION OF SUBSIDIARY 145,139. PRIOR YEAR REVENUE ADJUSTMENTS 697,922. GRANT FUNDS RETURNED 4,318. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EVENT EXPENSES 686,046. BAD DEBT WRITE-OFFS 40,000. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANT FUNDS RETURNED 4,318. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| GRAVINA SMITH MATTE & ARNOLD | ||||||||
| 12474 BRANTLEY COMMONS COURT | FORT MYERS | FL | 33907 | EVENT COORDINATION | 0 | $829,854 | $214,870 | $614,984 |
| THE PURSUANT GROUP | ||||||||
| 5151 BELT LINE ROAD STE 900 | DALLAS | TX | 75254 | FUNDRAISING CONSULTANT | 0 | $0 | $158,400 | -$158,400 |
| DINI SPHERIS | ||||||||
| 2727 ALLEN PARKWAY SUITE 1650 | HOUSTON | TX | 77019 | FUNDRAISING CONSULTANT | 0 | $0 | $232,102 | -$232,102 |
| IN LAYMAN'S TERMS COMMUNICATION | ||||||||
| PO BOX 1667 | SANTA ROSA BEACH | FL | 32459 | EVENT COORDINATION | 0 | $0 | $103,404 | -$103,404 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $829,854 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $708,776 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $121,078 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | NATIONAL CELEBRATION OF READING | Event1Nm |
| Gross Receipts Event1 | $642,767 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $614,292 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $28,475 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $9,138 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $43,961 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $28,402 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $216,250 | OtherDirectExpensesEvent1Amt |
| Event2 | DALLAS CELEBRATION OF READING | Event2Nm |
| Gross Receipts Event2 | $523,610 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $447,110 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $76,500 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $7,800 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $12,914 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $71,309 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $171,749 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $306,247 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $260,772 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $45,475 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $3,300 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $14,330 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $79,442 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $177,901 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,472,624 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,322,174 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $150,450 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $20,238 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $71,205 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $179,153 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $565,900 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $836,496 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$686,046 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (33 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| ADVOCACY OUTREACH FAMILY LITERACY | ||||||||||
| PO BOX 169 | ELGIN | TX | 78621 | 742626197 | 501(C)(3) | $6,800 | N/A | N/A | LITERACY | |
| BROWARD EDUCATION FOUNDATION | ||||||||||
| PO BOX 5408 | FORT LAUDERDALE | FL | 33310 | 592359433 | 501(C)(3) | $15,000 | N/A | N/A | TEEN TRENDSETTERS | |
| BROWNSVILLE INDEPENDENT SCHOOL DISTRICT | ||||||||||
| 1900 E PRINCE ROAD | BROWNSVILLE | TX | 78521 | 746000418 | STATE OF TEXAS | $6,000 | N/A | N/A | TEEN TRENDSETTERS | |
| COLLIER COUNTY PUBLIC SCHOOLS | ||||||||||
| 5775 OSCEOLA TRAIL | NAPLES | FL | 34109 | 596000055 | STATE OF FLORIDA | $7,500 | N/A | N/A | TEEN TRENDSETTERS | |
| CORPUS CHRISTI INDEPENDENT SCHOOL DISTRICT | ||||||||||
| PO BOX 110 | CORPUS CHRISTI | TX | 78403 | 746000581 | STATE OF TEXAS | $54,000 | N/A | N/A | TEEN TRENDSETTERS | |
| FAMILY DISCOVERY CENTER | ||||||||||
| 451 HUNGERFORD DRIVE STE 700 | ROCKVILLE | MD | 20850 | 501(C)(3) | $12,563 | N/A | N/A | LITERACY | ||
| FAMILY SERVICES INC | ||||||||||
| 610 EAST DIAMOND AVENUE STE 100 | GAITHERSBURG | MD | 20877 | 520730225 | 501(C)(3) | $6,188 | N/A | N/A | LITERACY | |
| FOOD BRINGS HOPE INC | ||||||||||
| 2379 BEVILLE ROAD | DAYTONA BEACH | FL | 32119 | 455480270 | 501(C)(3) | $30,000 | N/A | N/A | LITERACY | |
| GRACE PLACE FOR CHILDREN | ||||||||||
| 4300 21ST AVENUE SW | NAPLES | FL | 34116 | 651229558 | 501(C)(3) | $40,000 | N/A | N/A | LITERACY | |
| HARMONY PUBLIC SCHOOLS | ||||||||||
| 9321 W SAM HOUSTON PKWY S | HOUSTON | TX | 77099 | 760615245 | STATE OF TEXAS | $7,000 | N/A | N/A | TEEN TRENDSETTERS | |
| JACKSON PUBLIC SCHOOL DISTRICT CO UNITED WAY | ||||||||||
| 843 N PRESIDENT STREET | JACKSON | MS | 39202 | 646000505 | STATE OF MISSISSIPPI | $9,000 | N/A | N/A | TEEN TRENDSETTERS | |
| LAKE WALES FAMILY LITERACY ACADEMY | ||||||||||
| 31 OAK STREET | BABSON PARK | FL | 33827 | 474294685 | 501(C)(3) | $43,000 | N/A | N/A | LITERACY | |
| LEARN TAMPA BAY INC | ||||||||||
| 504 E BAKER STREET SUITE A | PLANT CITY | FL | 33563 | 465045258 | 501(C)(3) | $48,600 | N/A | N/A | LITERACY | |
| LEARNING WORKS | ||||||||||
| 181 BRACKETT STREET | PORTLAND | ME | 04102 | 010353682 | 501(C)(3) | $18,749 | N/A | N/A | LITERACY | |
| LEE COUNTY DISTRICT SCHOOLS | ||||||||||
| 2855 COLONIAL BLVD | FORT MEYERS | TX | 33966 | 596000701 | STATE OF TEXAS | $6,500 | N/A | N/A | TEEN TRENDSETTERS | |
| MADONNA UNIVERSITY | ||||||||||
| 36600 SCHOOLCRAFT ROAD | LIVONIA | MI | 48150 | 381498763 | 501(C)(3) | $25,000 | N/A | N/A | LITERACY | |
| MIDSOUTH COMMUNITY CENTER SERVICES FOR THE DEAF & HARD OF HEARING | ||||||||||
| PO BOX 381467 | GERMANTOWN | TN | 38183 | 262545086 | 501(C)(3) | $25,000 | N/A | N/A | LITERACY | |
| MISSION CONSOLIDATED INDEPENDENT SCHOOL DISTRICT | ||||||||||
| 1201 BRYCE DRIVE | MISSION | TX | 78572 | 746001742 | STATE OF TEXAS | $6,000 | N/A | N/A | TEEN TRENDSETTERS | |
| NORTHSIDE INTER-COMMUNITY AGENCY INC | ||||||||||
| 1600 CIRCLE PARK BLVD | FORT WORTH | TX | 76164 | 520681147 | 501(C)(3) | $20,000 | N/A | N/A | LITERACY | |
| PASCO COUNTY SCHOOL DISTRICT | ||||||||||
| 7227 LAND O LAKES BLVD | LAND O LAKES | FL | 34638 | STATE OF FLORIDA | $6,000 | N/A | N/A | TEEN TRENDSETTERS | ||
| PASSAGES - WAYFINDER SCHOOL | ||||||||||
| PO BOX 555 | CAMDEN | ME | 04843 | 010217639 | 501(C)(3) | $15,000 | N/A | N/A | LITERACY | |
| POLK COUNTY SCHOOLS | ||||||||||
| 1915 SOUTH FLORA AVENUE | BARTOW | FL | 33831 | 596000807 | STATE OF FLORIDA | $9,000 | N/A | N/A | TEEN TRENDSETTERS | |
| REGIONAL SCHOOL UNIT #3 ACE | ||||||||||
| 577 MOUNT VIEW ROAD | THORNDIKE | ME | 04986 | 016005587 | STATE OF MAINE | $9,900 | N/A | N/A | LITERACY | |
| RIO GRANDE VALLEY LITERACY CTR | ||||||||||
| PO BOX 1752 | PHARR | TX | 78577 | 205646983 | 501(C)(3) | $16,500 | N/A | N/A | LITERACY | |
| RSU # 1 ADULT EDUCATION | ||||||||||
| 800 HIGH STREET | BATH | ME | 04530 | 261906515 | STATE OF MAINE | $12,375 | N/A | N/A | LITERACY | |
| SAIL INTO LITERACY | ||||||||||
| 800 HIGH STREET | BATH | ME | 04530 | 261906515 | 501(C)(3) | $6,375 | N/A | N/A | LITERACY | |
| SEMINOLE COUNTY PUBLIC SCHOOLS | ||||||||||
| 400 EAST LAKE MARY BLVD | SANFORD | FL | 32773 | 592775956 | STATE OF FLORIDA | $6,000 | N/A | N/A | TEEN TRENDSETTERS | |
| SOUTHWEST FLORIDA COMMUNITY FOUNDATION | ||||||||||
| 8771 COLLEGE PARKWAY BLDG 2 STE 201 | FORT MEYERS | FL | 33919 | 596580974 | 501(C)(3) | $17,500 | N/A | N/A | LITERACY | 201 |
| SPICE | ||||||||||
| 577 MT VIEW ROAD | THORNDIKE | ME | 04986 | 501(C)(3) | $5,100 | N/A | N/A | LITERACY | ||
| THE CENTER FOR EDUCATION REFORM INC | ||||||||||
| 1901 L STREET NW SUITE 705 | WASHINGTON | DC | 20036 | 521847187 | 501(C)(3) | $10,000 | N/A | N/A | LITERACY | |
| THE SCHOOL BOARD OF MIAMI-DADE | ||||||||||
| 1450 N E 2ND AVENUE ROOM 760 | MIAMI | FL | 33157 | 596000572 | STATE OF FLORIDA | $14,500 | N/A | N/A | TEEN TRENDSETTERS | |
| WAYNE METRO COMMUNITY ACTION | ||||||||||
| 7310 WOODWARD AVENUE STE 800 | DETROIT | MI | 48202 | 381976979 | 501(C)(3) | $62,625 | N/A | N/A | LITERACY | |
| XPRIZE FOUNDATION | ||||||||||
| 800 CORPORATE POINTE SUITE 350 | CULVER CITY | CA | 90230 | 521876879 | 501(C)(3) | $3,000,000 | N/A | N/A | LITERACY | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 33 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | GRANTS ARE DETERMINED BY EACH PROGRAM'S NEEDS AND BY THE ORGANIZATION'S FAMILY LITERACY BUDGET. PROGRAMS REQUEST FUNDING AND PROVIDE LINE ITEM BUDGETS WITH NARRATIVES ON HOW DOLLARS WILL BE SPENT. EACH PROGRAM MUST MEET PROGRAMMATIC DELIVERABLES AND FILE FINANCIAL REPORTS FOR SPECIFIED REPORTING PERIODS AS DEFINED IN THEIR FUNDING AGREEMENT/CONTRACT. FINANCIAL REPORTS ARE ACCOMPANIED BY SOURCE DOCUMENTATION VERIFYING EXPENDITURES. EACH EXPENDITURE IS VERIFIED AGAINST THE PROGRAM'S APPROVED LINE ITEM BUDGET. NONAPPROVED EXPENSES ARE DOCUMENTED AND ARE NOT INCLUDED IN THE REIMBURSMENT/PAYMENT PROCESS. |
| SCHEDULE I PART II, COLUMN (H) | TEEN TRENDSETTERS IS A FAMILY LITERACY PROGRAM FOCUSING ON 1ST, 2ND OR 3RD GRADE CHILDREN WHO ARE SIX MONTHS OR MORE BEHIND IN READING. GRANT RECIPIENTS PROVIDE SUPPLEMENTAL LITERACY INSTRUCTION VIA WEEKLY INDIVIDUAL TUTORING SESSIONS BY TEEN MENTOR AND IMPLEMENTATION OF A HOME READING PROGRAM. LITERACY: GRANT RECIPIENTS DELIVER A READING INSTRUCTION PROGRAM FOR PARENTS OR PRIMARY CAREGIVERS AND THEIR CHILDREN IN NEED OF LITERACY SERVICES. THE PROGRAM SHALL INCLUDE AND INTEGRATE ADULT LITERACY INSTRUCTION, EARLY LITERACY INSTRUCTION FOR CHILDREN AND FAMILY TOGETHER TIME, WHICH PROVIDES INFORMATION AND ACTIVITIES ON BEING A CHILD'S FIRST TEACHER AND CHILD DEVELOPMENT. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELIZA MCFADDEN | ||||||||||||||
| PRESIDENT/CEO | $213,452 | $0 | $22,838 | $0 | $0 | $0 | $19,870 | $0 | $25,386 | $0 | $281,546 | $0 | $0 | $0 |
| JILL DOTTS | ||||||||||||||
| VP OF DEVELOPMENT & STRATEGIC ALLIAN | $184,183 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $184,183 | $0 | $0 | $0 |
| SUSAN JAMES | ||||||||||||||
| SENIOR MARKETING OFFICER | $130,682 | $0 | $12,332 | $0 | $0 | $0 | $11,400 | $0 | $24,945 | $0 | $179,359 | $0 | $0 | $0 |
| ADINE ZORNOW | ||||||||||||||
| SR. VP OF DEVELOPMENT & STRATEGIC AL | $145,847 | $0 | $0 | $0 | $0 | $0 | $13,054 | $0 | $24,131 | $0 | $183,032 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $16,938 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $31,227 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | EVENT SUPPLIES | Desc |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $37,809 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | INVESTMENT CONSULTANTS ARE RETAINED TO DISPOSE OF PUBLICLY TRADED SECURITIES RECEIVED AS CONTRIBUTIONS IMMEDIATELY UPON RECEIPT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6, VOLUNTEERS: | THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY, INC. IS A PUBLIC CHARITY. MRS. BARBARA BUSH IS THE FOUNDER OF THE BARBARA BUSH FOUNDATION. THE BUSH FAMILY IS PROUD TO SUPPORT LITERACY THROUGH THEIR VOLUNTEER EFFORTS. DOROTHY BUSH-KOCH IS HONORARY CHAIR AND IS A VOLUNTEER MEMBER OF THE BOARD OF DIRECTORS. DOROTHY'S SISTER-IN-LAW, TRICIA REILLY-KOCH IS ALSO A VOLUNTEER MEMBER OF THE BOARD OF DIRECTORS, AND A FOUNDING MEMBER OF THE MARYLAND FAMILY LITERACY EFFORTS. OTHER BUSH FAMILY MEMBERS WHO LEND THEIR NAME AND VALUABLE TIME AS VOLUNTEERS, PARTICULARLY TO SUPPORT CELEBRATION OF READING EVENTS, INCLUDE: PRESIDENT GEORGE W. BUSH, JEB BUSH, JEB BUSH, JR., AMANDA BUSH, GEORGE P. BUSH, COLUMBA BUSH, LAURA BUSH, PRESIDENT GEORGE H.W. BUSH, MARIA BUSH, NEIL BUSH, MARVIN AND MARGARET BUSH, JENNA BUSH-HAGER, SAM LEBLOND, ELLIE SOSA AND GIGI KOCH. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE SHALL BE VESTED WITH THE POWERS PERMITTED BY THE BOARD OF DIRECTORS CONSISTENT WITH THE FOLLOWING: COMPOSITION: THE EXECUTIVE BOARD / COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE FOUNDATION, INCLUDING THE CHAIR, VICE CHAIR, SECRETARY AND TREASURER. MEETINGS: THE EXECUTIVE COMMITTEE SHALL MEET AT LEAST TWO (2) TIMES PER YEAR, EXCLUSIVE OF THE MEETINGS OF THE BOARD OF DIRECTORS. TERMS: MEMBERS OF THE EXECUTIVE COMMITTEE SHALL SERVE FOR A TERM OF TWO (2) YEAR(S), CONSISTENT WITH THE NOMINATIONS FOR SERVICE AS OFFICERS OF THE CORPORATION. MEMBERS MAY SERVE AS MANY TERMS AS DESIRED, AT THE DISCRETION OF THE MAJORITY OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE MAY MEET AT THE WILL OF THE CHAIR TO MAKE DECISIONS IN BETWEEN MEETINGS OF THE FULL BOARD. |
| FORM 990, PART VI, SECTION A, LINE 2 | DOROTHY BUSH KOCH AND TRICIA REILLY KOCH HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON DATA SUPPLIED BY THE ORGANIZATION. ONCE A REVIEW IS PERFORMED BY MANAGEMENT OF THE ORGANIZATION, THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR THEIR FINAL REVIEW AND APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR AT ITS ANNUAL MEETING, THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERING STAFF MEMBERS, BOARD MEMBERS IS REVIEWED AND REVISED AS REVISIONS ARE CONSIDERED NECESSARY. ANNUALLY THE ENTIRE STAFF AND BOARD MEMBERS ARE REQUIRED TO REVIEW, SIGN AND SUBMIT A CONFLICT OF INTEREST FORM. FOLLOWING FULL DISCLOSURE OF A POSSIBLE CONFLICT, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND, IF SO THE BOARD SHALL VOTE TO AUTHORIZE OR REJECT THE TRANSACTION OR TAKE ANY OTHER ACTIONS DEEMED NECESSARY TO ADDRESS THE CONFLICT AND PROTECT THE BARBARA BUSH FOUNDATION'S BEST INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | ON A BIANNUAL BASIS, THE EXECUTIVE BOARD OF DIRECTORS REVIEWS THE 990 SALARY SCHEDULES OF SIMILAR ORGANIZATIONS. COMBINED WITH AN ANALYSIS OF A NOT-FOR-PROFIT SALARY GUIDE, A SALARY RANGE IS APPROVED FOR THE CEO AND STAFF. THE CHAIRMAN OF THE BOARD PERFORMS AN ANNUAL REVIEW OF THE CEO AND MAY AWARD A BONUS. THE PROCESS IS DOCUMENTED IN THE EXECUTIVE BOARD MEETING MINUTES, AND IN THE ANNUAL PERFORMANCE REVIEW OF THE CEO. THE SALARY RANGES FOR STAFF WERE REVIEWED BY THE FULL BOARD AT THE JUNE 2016 BOARD MEETING. THE NONPROFIT TIMES, NONPROFIT ORGANIZATIONS SALARY AND BENEFITS REPORT ANALYSIS OF NONPROFIT INFORMATION WAS USED TO SET RANGES FOR ALL PERSONNEL. BOTH THE EXECUTIVE BOARD AND FULL BOARD OF DIRECTORS REVIEW THE DATA AND APPROVE THE RANGES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE THROUGH THE FLORIDA DEPARTMENT OF STATE, DIVISION OF CONSUMER SERVICES. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,070,698. MANAGEMENT AND GENERAL EXPENSES 129,450. FUNDRAISING EXPENSES 59,232. TOTAL EXPENSES 1,259,380. |
| FORM 990, PART IX, COLUMN D, FUNDRAISING EXPENSES: | BOARD OF DIRECTORS APPROVED FOR FY 2015 THAT ALL FUNDRAISING EXPENSES WILL BE PAID FROM THE INVESTMENT PORTFOLIO, WHICH IS MADE OF INTEREST AND DIVIDENDS FROM THE INVESTMENT PORTFOLIO. THIS DECISION WAS MADE SO THAT DONORS WOULD BE AWARE THAT THEIR GIFTS ARE BEING USED FOR PROGRAM COSTS, WITH A PORTION FOR ADMINISTRATIVE OVERHEAD. THE BOARD FEELS IT IS IMPORTANT THAT DONORS KNOW THEY ARE INVESTING IN PROGRAMS AND ADVOCACY EFFORTS THAT EXPAND SERVICES TO INCREASE LITERACY. |
| FORM 990, PART XI, LINE 9: | ADJUSTMENT FOR INVESTMENT IN LAKE WALES LLC -145,139. ADJUSTMENTS TO PRIOR YEAR REVENUE -697,922. BAD DEBT WRITE-OFFS -40,000. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARDMORE BARBARA BUSH LITERACY CORPS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1405 4TH AVENUE NW PMB 104 | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463542525 | EIN |
| Primary Activities | LITERACY | PrimaryActivitiesTxt |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Total Income | $113,812 | TotalIncomeAmt |
| End Of Year Assets | $7,080 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY INC | BusinessNameLine1Txt |
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