VOLCKER ALLIANCE INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- VOLCKER ALLIANCE INC (EIN 45-4585989)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-29
- IRS object ID
- 201632429349300743
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-29T17:00:12-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive | AddressLine1Txt |
| Address Line2 | Suite 2600 | AddressLine2Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | 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 | 454585989 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Volcker Alliance Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VOLC | BusinessNameControlTxt |
| Phone | 6463430155 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 560 Lexington Ave 16B | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anthony J Dowd | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2016-08-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Danielle Tewes | PreparerPersonNm |
| PTIN | P01327423 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anthony Dowd | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 560 Lexington Ave | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,398,634 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.volckeralliance.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2012 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO ADDRESS THE CHALLENGE OF EFFECTIVE EXECUTION OF PUBLIC POLICIES AND TO REBUILD PUBLIC TRUST IN GOVERNMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 23 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,173,591 | PYContributionsGrantsAmt |
| CY Contributions Grants | $704,550 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $46,343 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $174,788 | CYProgramServiceRevenueAmt |
| PY Investment Income | $420,625 | PYInvestmentIncomeAmt |
| CY Investment Income | $519,296 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $7,640,559 | PYTotalRevenueAmt |
| CY Total Revenue | $1,398,634 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $49,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $36,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,160,484 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,808,197 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $85,305 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $677,409 | PYOtherExpensesAmt |
| CY Other Expenses | $1,305,406 | CYOtherExpensesAmt |
| PY Total Expenses | $1,886,893 | PYTotalExpensesAmt |
| CY Total Expenses | $3,149,603 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,753,666 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,750,969 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,235,365 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,739,960 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $85,978 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $113,026 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,149,387 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,626,934 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ADDRESS THE CHALLENGE OF EFFECTIVE EXECUTION OF PUBLIC POLICIES AND TO REBUILD PUBLIC TRUST IN GOVERNMENT; TO CATALYZE NEW THINKING WITH RESPECT TO GOVERNANCE, AND ENCOURAGE EFFORTS OF INTERESTED INSTITUTIONS TO PROVIDE RELEVANT EDUCATION AND TRAINING FOR PUBLIC SERVICE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,009,168 | ExpenseAmt |
| Grant | $36,000 | GrantAmt |
| Revenue | $174,788 | RevenueAmt |
| Desc | In 2015, we made great strides in refining where the Alliance can add the most value in our effort to address the challenge of effective execution of public policies and to help rebuild public trust in government. Our programs are beginning to show results and we have completed several of our earliest initiatives on topics ranging from state budgeting to reform of the federal financial regulatory system. Public Service Excellence Program The Alliance Public Service Excellence Program is working in collaboration with public policy and public administration schools at the university level to ensure that all levels of government, federal, state and local, possess the capacity to effectively and efficiently implement public policies, and to enhance the role of these schools as beacons of public service education and research. Financial Regulation Program The Volcker Alliance's Financial Regulation Program focuses on the legal and administrative structures for financial regulators and supervisors. The Alliance's interest in this area stems primarily from the longstanding concerns of founder and chairman, Paul A. Volcker, about the regulation of financial markets and lapses in oversight, the 2008 crisis, and markets' growing complexity. The program's inaugural report, Reshaping the Financial Regulatory System: Long-Delayed, Now Crucial, issued in April 2015, studied the highly fragmented system for regulating financial institutions in the United States. The report offered a vision for reform that would modernize the regulatory framework and create a simpler, more resilient regime better able to adapt to the evolving financial landscape. A follow-up study on mitigating systemic risk in the financial markets is currently underway. State and Local Program The Volcker Alliance's State and Local Program addresses specific challenges of effective execution of public policies that arise in state and local governments. To that end, the Alliance partners with other organizations-academic, business, governmental, and public interest-to conduct needed research on government performance and improve the efficiency, transparency, and accountability of governmental organization at the state and local levels. In its initial report, Truth and Integrity in State Budgeting: Lessons from Three States, issued in June 2015, the Alliance reviewed budgeting and financial reporting practices in California, New Jersey, and Virginia. It also established a preliminary set of reporting principles to better assure the clarity and integrity of financial practices in all states. This report is part of the Truth and Integrity in Government Finance project, a multiyear study of state and local budgeting, financial reporting, and fiscal practices across the United States. As part of the project, the Alliance in 2015 released a working paper, Beyond the Basics: Best Practices in State Budget Transparency, and cosponsored two conferences on state and local fiscal transparency and stress with the Federal Reserve Banks of New York and Chicago. | Desc |
| Total Program Service Expenses | $2,009,168 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 23 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Amy Smitherman | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6463430155 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 560 Lexington Ave Ste 16B | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| PAUL A VOLCKER | ||||||||
| CHAIR | 20.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY DOWD | ||||||||
| TREASURER and interim President | 24.0 | Yes (X) | Yes (X) | $89,747 | $0 | $13,139 | ||
| MICHAEL BRADFIELD | ||||||||
| GENERAL COUNSEL | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RICHARD RAVITCH | ||||||||
| BOARD MEMBER | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| SHEILA BAIR | ||||||||
| BOARD MEMBER | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES ARTHUR BOWSHER | ||||||||
| BOARD MEMBER | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM WARREN BRADLEY | ||||||||
| BOARD MEMBER | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS M DAVIS | ||||||||
| BOARD MEMBER | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM H DONALDSON | ||||||||
| BOARD MEMBER | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| SHIRLEY CLARKE FRANKLIN | ||||||||
| BOARD MEMBER | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| FRANCIS FUKUYAMA | ||||||||
| BOARD MEMBER | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| NORMAN J ORNSTEIN | ||||||||
| BOARD MEMBER | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| ALICE RIVLIN | ||||||||
| BOARD MEMBER | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY WALTON | ||||||||
| BOARD MEMBER | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Shelley H Metzenbaum | ||||||||
| PRESIDENT | 25.0 | Yes (X) | $271,992 | $0 | $6,365 | |||
| WILLIAM GLASGALL | ||||||||
| DIRECTOR, STATE & LOCAL | 40.0 | $200,317 | $0 | $24,461 | Yes (X) | |||
| Gaurav Vasisht | ||||||||
| Director, Financial Regulation | 40.0 | $158,505 | $0 | $17,022 | Yes (X) | |||
| Pradeep Nair | ||||||||
| Director, Public Service Excellence | 40.0 | $186,313 | $0 | $19,188 | Yes (X) | |||
| Amy M Smitherman | ||||||||
| Director, Finance and Human Resources | 40.0 | $130,601 | $0 | $18,485 | Yes (X) | |||
| Emily Bolton | ||||||||
| Chief of Staff | 40.0 | $106,231 | $0 | $4,513 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,143,706 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $103,173 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $704,550 | AllOtherContributionsAmt |
| Total Contributions | $704,550 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SPEAKER FEES | 611430 | $154,695 | $154,695 |
| CONFERENCES | 611430 | $14,093 | $14,093 |
| CONSULTING FEES | 611430 | $6,000 | $6,000 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $174,788 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $519,296 | TotalRevenueColumnAmt |
| Exclusion | $519,296 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,398,634 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $174,788 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $519,296 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,000 | TotalAmt |
| Program Services | $36,000 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $987,049 | TotalAmt |
| Program Services | $773,927 | ProgramServicesAmt |
| Management And General | $197,821 | ManagementAndGeneralAmt |
| Fundraising | $15,301 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $645,391 | TotalAmt |
| Program Services | $316,593 | ProgramServicesAmt |
| Management And General | $292,613 | ManagementAndGeneralAmt |
| Fundraising | $36,185 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,980 | TotalAmt |
| Program Services | $7,982 | ProgramServicesAmt |
| Management And General | $8,236 | ManagementAndGeneralAmt |
| Fundraising | $762 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,387 | TotalAmt |
| Program Services | $16,975 | ProgramServicesAmt |
| Management And General | $27,279 | ManagementAndGeneralAmt |
| Fundraising | $2,133 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,390 | TotalAmt |
| Program Services | $73,929 | ProgramServicesAmt |
| Management And General | $34,857 | ManagementAndGeneralAmt |
| Fundraising | $3,604 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,454 | TotalAmt |
| Management And General | $21,454 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,343 | TotalAmt |
| Management And General | $33,343 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,421 | TotalAmt |
| Management And General | $60,421 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,382 | TotalAmt |
| Program Services | $168,996 | ProgramServicesAmt |
| Management And General | $100,386 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,832 | TotalAmt |
| Program Services | $77,508 | ProgramServicesAmt |
| Management And General | $36,546 | ManagementAndGeneralAmt |
| Fundraising | $3,778 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,697 | TotalAmt |
| Program Services | $9,668 | ProgramServicesAmt |
| Management And General | $4,558 | ManagementAndGeneralAmt |
| Fundraising | $471 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $452,647 | TotalAmt |
| Program Services | $297,745 | ProgramServicesAmt |
| Management And General | $140,387 | ManagementAndGeneralAmt |
| Fundraising | $14,515 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,205 | TotalAmt |
| Program Services | $65,256 | ProgramServicesAmt |
| Management And General | $30,768 | ManagementAndGeneralAmt |
| Fundraising | $3,181 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,071 | TotalAmt |
| Program Services | $45,071 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,293 | TotalAmt |
| Program Services | $4,139 | ProgramServicesAmt |
| Management And General | $1,952 | ManagementAndGeneralAmt |
| Fundraising | $202 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,491 | TotalAmt |
| Program Services | $8,874 | ProgramServicesAmt |
| Management And General | $4,184 | ManagementAndGeneralAmt |
| Fundraising | $433 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RECRUITING | $92,637 | $60,935 | $28,731 | $2,971 |
| BAD DEBT | $17,941 | $11,802 | $5,564 | $575 |
| COPY EDITING AND FACT CHECKING | $11,730 | $7,716 | $3,638 | $376 |
| GRAPHIC DESIGN | $25,522 | $16,788 | $7,916 | $818 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,740 | TotalAmt |
| Program Services | $9,264 | ProgramServicesAmt |
| Management And General | $14,476 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,149,603 | TotalAmt |
| Program Services | $2,009,168 | ProgramServicesAmt |
| Management And General | $1,055,130 | ManagementAndGeneralAmt |
| Fundraising | $85,305 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $690,066 | BOYAmt |
| EOY | $1,333,250 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $679,321 | BOYAmt |
| EOY | $50,000 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,442 | BOYAmt |
| EOY | $46,889 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $60,801 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,861 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,786 | BOYAmt |
| EOY | $52,940 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,753,923 | BOYAmt |
| EOY | $17,186,554 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,827 | BOYAmt |
| EOY | $70,327 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,235,365 | BOYAmt |
| EOY | $18,739,960 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,978 | BOYAmt |
| EOY | $113,026 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,978 | BOYAmt |
| EOY | $113,026 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,149,387 | BOYAmt |
| EOY | $18,626,934 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,149,387 | BOYAmt |
| EOY | $18,626,934 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,235,365 | BOYAmt |
| EOY | $18,739,960 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,750,969 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$771,484 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 Minus3 Years | $500,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,169,584 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,173,591 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $704,550 | CurrentTaxYearAmt |
| Total | $23,547,725 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $500,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,169,584 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,173,591 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $704,550 | CurrentTaxYearAmt |
| Total | $23,547,725 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,020,303 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,527,422 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $4,780 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $420,625 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $519,296 | CurrentTaxYearAmt |
| Total | $944,701 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $24,492,426 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $336,631 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
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 Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,009,168 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,009,168 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,458 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $62,615 | 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 Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $250,458 | CurrentYearAmt |
| Total | $250,458 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $375,688 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $62,615 | CurrentYearAmt |
| Total | $62,615 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $93,922 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,000 | OtherCostOrOtherBasisAmt |
| Book Value | $5,000 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,354 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,568 | DepreciationAmt |
| Book Value | $3,786 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,447 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,293 | DepreciationAmt |
| Book Value | $44,154 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $52,940 | TotalBookValueLandBuildingsAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $566,729 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$771,484 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | -$771,484 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,338,213 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $60,421 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $60,421 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,398,634 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,089,182 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,089,182 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $60,421 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $60,421 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,149,603 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | THE ALLIANCE IS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS A PUBLIC CHARITY UNDER 509(A)(1) AND SECTION 170(B) (1)(A)(VI). THE ALLIANCE HAS ADOPTED ACCOUNTING GUIDANCE RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS GUIDANCE REQUIRES THE ALLIANCE TO RECOGNIZE A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH AN EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50 PERCENT LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX BENEFIT IS RECORDED. THE ALLIANCE HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT LIABILITIES OR QUESTIONABLE TAX POSITIONS. THE ALLIANCE DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE ALLIANCE RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE ALLIANCE DID NOT HAVE ANY AMOUNT ACCRUED FOR INTEREST AND PENALTIES AT DECEMBER 31, 2015 OR 2014. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Partnership for Public Service Inc | ||||||||
| 1100 New york Avenue NW | NO 200E | Washington | DC | 20005 | 061540513 | 501(c)(3) | $16,000 | Research Assistance |
| SENIORS EXECUTIVE ASSOCIATION | ||||||||
| 77 K STREET NE | NO 2600 | WASHINGTON | DC | 20002 | 521191891 | 501(C)(3) | $10,000 | Research Assistance |
| The Brookings Institution | ||||||||
| 1775 Massachusetts Ave NW | Washington | DC | 20036 | 530196577 | 501(c)(3) | $10,000 | Research Assistance | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | In summary, parties agree upon set goals ahead of time. Milestones are established and must be met and reviewed in order to have the funds by Volcker Alliance. According to the organization's Bylaws, Article 3, Section 3: To be eligible for approval, proposed grants shall (a) specify the purpose of the grant and how the use of the funds provided in the grant contribute to achieving the charitable purposes of the Corporation as provided for in Article 1, Section 2(a)-(f) of the By-Laws; (b) require agreement by the grantee to use the grant funds solely for the project or program described in the grant and in accordance with the budget contained therein, and in a manner consistent with the terms and conditions of a grant agreement with any funds not so used promptly returned to the Alliance; (c) provide for periodic accounting by the grantee to show that the funds were expended for the charitable purposes specified in the grant agreement; and (d) specify that no portion of the grant funds will be spent to carry on propaganda or otherwise influence legislation or used to influence the outcome of any public election or to support or oppose any candidate for public office. In addition, in the case of grants to entities that are not public charities, such grants shall be subject to the condition that the Alliance, in its absolute discretion, may refuse to make any grants or contributions or otherwise render financial assistance for any or all purposes for which funds were requested, including the right to withdraw approval of grants and to use the funds for other charitable, scientific, or educational purposes. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Shelley H Metzenbaum | ||||||||||||||
| PRESIDENT | $271,992 | $0 | $0 | $0 | $0 | $0 | $3,865 | $0 | $2,500 | $0 | $278,357 | $0 | $0 | $0 |
| WILLIAM GLASGALL | ||||||||||||||
| DIRECTOR, STATE & LOCAL | $200,317 | $0 | $0 | $0 | $0 | $0 | $6,362 | $0 | $18,099 | $0 | $224,778 | $0 | $0 | $0 |
| Gaurav Vasisht | ||||||||||||||
| Director, Financial Regulation | $158,505 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $17,022 | $0 | $175,527 | $0 | $0 | $0 |
| Pradeep Nair | ||||||||||||||
| Director, Public Service Excellence | $186,313 | $0 | $0 | $0 | $0 | $0 | $6,631 | $0 | $12,557 | $0 | $205,501 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 15a DETERMINATION OF COMPENSATION FOR TOP MANAGEMENT OFFICIAL | THE ALLIANCE UTILIZED THE SERVICES OF A PROFESSIONAL EXECUTIVE SEARCH FIRM TO LOCATE THE CURRENT PRESIDENT. SALARY BENCHMARKING WAS PERFORMED BY THE EXECUTIVE SEARCH FIRM, BUT THE FINAL DETERMINATION AS TO THE PRESIDENT'S TOTAL COMPENSATION PACKAGE (INCLUSIVE OF SALARY AND BENEFITS) WAS DETERMINED AND APPROVED BY THE COMPENSATION COMMITTEE IN AGREEMENT WITH THE BOARD OF DIRECTORS. THE TERMS OF THE PRESIDENT'S COMPENSATION PACKAGE WERE MEMORIALIZED IN A WRITTEN EMPLOYMENT CONTRACT UPON HIRING. THERE WAS NO FORMAL REVIEW OF THE PRESIDENT'S COMPENSATION FOR THE 2015 YEAR, AS IT WAS COVERED IN HER ORIGINAL CONTRACT. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | PAUL VOLCKER AND ANTHONY DOWD - Business relationship |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE FORM 990 WAS PREPARED BY A NATIONAL ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. A COPY OF THE DRAFT FORM 990 was reviewed by the audit committee and then FORWARDED TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR DISCUSSION AND COMMENT. EACH DIRECTOR WAS PROVIDED AN OPPORTUNITY TO COMMENT ON THE INFORMATION CONTAINED IN THE 990 PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THIS CONFLICTS OF INTEREST POLICY REQUIRES ALL BOARD OF DIRECTORS MEMBERS, OFFICERS AND KEY EMPLOYEES TO ANNUALLY DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST WITH THE ORGANIZATION THROUGH A QUESTIONNAIRE. THESE QUESTIONNAIRES ARE MONITORED ANNUALLY AND ANY POTENTIAL CONFLICTS ARE IMMEDIATELY ADDRESSED BY THE ORGANIZATION. THE CURRENT YEAR QUESTIONNAIRES HAVE NOT REVEALED ANY CONFLICTS THAT REQUIRED ACTION BY THE ALLIANCE. IF A CONFLICT DOES ARISE, THE TRUSTEE IS ASKED TO WITHDRAW FROM ANY DISCUSSION OR DECISION-MAKING WITH RESPECT TO THE MATTER IN WHICH THE CONFLICT OF INTEREST ARISES. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | SALARY BENCHMARKING FOR OTHER OFFICERS AND KEY EMPLOYEES IS PERFORMED BY THE DIRECTOR OF FINANCE AND HUMAN RESOURCES USING COMPARABILITY DATA. HOWEVER THE FINAL DETERMINATION AS TO TOTAL COMPENSATION IS DETERMINED AND APPROVED BY THE COMPENSATION COMMITTEE IN AGREEMENT WITH THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THIS PROCESS IS DOCUMENTED. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT ORDINARILY MADE AVAILABLE TO THE PUBLIC, BUT IF REQUESTED, WILL BE PROVIDED AT MANAGEMENT'S DISCRETION. |
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