CANDID: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CANDID (EIN 13-1837418)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201633209349303203
- 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 | 2016-11-15T08:59:20-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Park Avenue | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101540102 | 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 | 131837418 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MS LORENA NOGARA | InCareOfNm |
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 2126204230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 OLD SLIP 24TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORENA NOGARA | PersonNm |
| Person Title | CONTROLLER/TREASURER | PersonTitleTxt |
| Phone | 2128073637 | PhoneNum |
| Signature | 2016-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEVIN L DUNCAN | PreparerPersonNm |
| PTIN | P01249521 | PTIN |
| Phone | 2127589700 | PhoneNum |
| Preparation | 2016-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | BRADFORD K SMITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 OLD SLIP 24TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $25,670,423 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FOUNDATIONCENTER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION CENTER'S MISSION IS TO STRENGTHEN THE SOCIAL SECTOR BY ADVANCING KNOWLEDGE ABOUT PHILANTHROPY IN THE UNITED STATES AND AROUND THE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 231 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $60,960 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$3,189 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,061,221 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,017,916 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,669,697 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,551,976 | CYProgramServiceRevenueAmt |
| PY Investment Income | $723,466 | PYInvestmentIncomeAmt |
| CY Investment Income | $762,322 | CYInvestmentIncomeAmt |
| PY Other Revenue | $74,950 | PYOtherRevenueAmt |
| CY Other Revenue | $60,960 | CYOtherRevenueAmt |
| PY Total Revenue | $23,529,334 | PYTotalRevenueAmt |
| CY Total Revenue | $25,393,174 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,043,099 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,947,000 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $80,668 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $919,311 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,014,185 | PYOtherExpensesAmt |
| CY Other Expenses | $11,532,009 | CYOtherExpensesAmt |
| PY Total Expenses | $25,137,952 | PYTotalExpensesAmt |
| CY Total Expenses | $27,479,009 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,608,618 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,085,835 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $41,125,518 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,160,090 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,966,106 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,942,214 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $32,159,412 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,217,876 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO STRENGTHEN THE SOCIAL SECTOR BY ADVANCING KNOWLEDGE ABOUT PHILANTHROPY IN THE U.S. AND AROUND THE WORLD. FOR MORE INFORMATION, SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $9,130,664 | ExpenseAmt |
| Revenue | $11,486,940 | RevenueAmt |
| Desc | DATA COLLECTION AND PUBLICATIONS - SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,912,256 | ExpenseAmt |
| Revenue | $1,488,907 | RevenueAmt |
| Desc | LIBRARY/LEARNING CENTERS AND OTHER PUBLIC SERVICES - SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,191,731 | ExpenseAmt |
| Revenue | $1,637,089 | RevenueAmt |
| Desc | RESEARCH AND OTHER PROGRAMS - SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $20,234,651 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | 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 | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | 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 | Yes (true) | 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 | false | 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 | Yes (true) | 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 | 102 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 231 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | 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 | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| 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 | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| 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 | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | 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 | ME | 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 | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | 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 | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MS LORENA NOGARA | PersonNm |
| Phone | 2126204230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 OLD SLIP 24TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| P RUSSELL HARDIN | ||||||||
| CHAIRMAN | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CLOTILDE PEREZ-BODE DEDECKER | ||||||||
| VICE CHAIRMAN | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANA MARIE ARGILAGOS | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA BERMAN | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GAIL CHRISTOPHER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOHN COLBORN | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK COLLINS | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| NEAL HEGARTY | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH D HOOVER | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DOMINICK J IMPEMBA | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN KISH | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| EARL LEWIS | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK MCCARTHY | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| VALDEMAR DE OLIVEIRA NETO | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARCIA A SMITH | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| YVETTE J ALBERDINGK THIJM | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARIEKE VAN SCHAIK | ||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BRADFORD K SMITH | ||||||||
| PRESIDENT | 50.0 | 0.0 | Yes (X) | Yes (X) | $605,362 | $0 | $58,164 | |
| LORENA NOGARA | ||||||||
| TREASURER & CONTROLLER | 50.0 | 0.0 | Yes (X) | $156,217 | $0 | $20,212 | ||
| ZOHRA ZORI | ||||||||
| SECRETARY & VP SOCIAL SECTOR | 50.0 | 0.0 | Yes (X) | $152,580 | $0 | $10,227 | ||
| LISA L PHILP | ||||||||
| SEC(THRU 11/15) & VP-STRGC PHI | 50.0 | 0.0 | Yes (X) | $234,500 | $0 | $33,418 | ||
| ROBERT J YAEGER | ||||||||
| VP- FINANCIAL STRATEGY | 50.0 | 0.0 | $241,922 | $0 | $38,567 | Yes (X) | ||
| LAWRENCE T MCGILL | ||||||||
| VP- RESEARCH | 50.0 | 0.0 | $199,713 | $0 | $61,037 | Yes (X) | ||
| ELIZABETH A BRADLEY | ||||||||
| DIR. OF BUS DEV, MKTG & COMM | 50.0 | 0.0 | $184,919 | $0 | $30,324 | Yes (X) | ||
| JACOB K GARCIA | ||||||||
| VP- DATA AND TECHNOLOGY | 50.0 | 0.0 | $183,485 | $0 | $34,482 | Yes (X) | ||
| JEFFREY A FALKENSTEIN | ||||||||
| VP- DATA ACQUISITION | 50.0 | 0.0 | $173,011 | $0 | $57,056 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,131,709 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $343,487 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 27 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BENCHMARK BUILDERS INC | |||||
| 237 WEST 35TH STREET SUITE 901 | NEW YORK | NY | 10003 | GENERAL CONTRACTORS | $4,519,601 |
| SLALOM CONSULTING | |||||
| PO BOX 101416 | PASADENA | CA | 91189 | IT CONSULTING | $2,956,958 |
| BEACONFIRE CONSULTING | |||||
| 2300 CLARENDON BLVD SUITE 925 | ARLINGTON | VA | 22201 | IT CONSULTING | $458,339 |
| CONTEGRA SYSTEMS INC | |||||
| 200 MAMARONECK AVENUE | WHITE PLAINS | NY | 10601 | IT CONSULTING | $331,560 |
| COMMONFUND | |||||
| 15 OLD DANBURY ROAD PO BOX 812 | WILTON | CT | 068970812 | INVESTMENT SERVICES | $248,408 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $10,017,916 | AllOtherContributionsAmt |
| Noncash Contributions | $200,000 | NoncashContributionsAmt |
| Total Contributions | $10,017,916 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PRODUCT REVENUE | 611710 | $11,486,940 | $11,486,940 |
| EDUCATIONAL PROGRAM REVENUE | 611710 | $767,336 | $767,336 |
| ASSOCIATES PROGRAM MEMBERSHIP FEES | 611710 | $73,473 | $73,473 |
| DATABASE SEARCH REVENUE | 611710 | $118,611 | $118,611 |
| FUNDING INFO NETWORK MEMBERSHIP FEES | 611710 | $529,487 | $529,487 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,576,129 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,576,129 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,551,976 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $503,062 | TotalRevenueColumnAmt |
| Exclusion | $503,062 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $536,509 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $277,249 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $259,260 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $259,260 | TotalRevenueColumnAmt |
| Exclusion | $259,260 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| PHILANTHROPY NEWS DIGEST & JOB CORNER | 541800 | $60,520 | $60,520 |
| FEE FOR FACILITIES SET UP FROM | 561000 | $440 | $440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $60,960 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,393,174 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,551,976 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $60,960 | UnrelatedBusinessRevenueAmt |
| Exclusion | $762,322 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,270,680 | TotalAmt |
| Program Services | $668,572 | ProgramServicesAmt |
| Management And General | $510,882 | ManagementAndGeneralAmt |
| Fundraising | $91,226 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,091,404 | TotalAmt |
| Program Services | $8,501,722 | ProgramServicesAmt |
| Management And General | $2,131,385 | ManagementAndGeneralAmt |
| Fundraising | $458,297 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,072,490 | TotalAmt |
| Program Services | $820,092 | ProgramServicesAmt |
| Management And General | $209,409 | ManagementAndGeneralAmt |
| Fundraising | $42,989 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,546,475 | TotalAmt |
| Program Services | $1,116,385 | ProgramServicesAmt |
| Management And General | $354,829 | ManagementAndGeneralAmt |
| Fundraising | $75,261 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $965,951 | TotalAmt |
| Program Services | $738,626 | ProgramServicesAmt |
| Management And General | $188,606 | ManagementAndGeneralAmt |
| Fundraising | $38,719 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,883 | TotalAmt |
| Program Services | $33,742 | ProgramServicesAmt |
| Management And General | $65,141 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,165 | TotalAmt |
| Management And General | $137,165 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,408 | TotalAmt |
| Management And General | $268,408 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,585,804 | TotalAmt |
| Program Services | $1,165,218 | ProgramServicesAmt |
| Management And General | $418,690 | ManagementAndGeneralAmt |
| Fundraising | $1,896 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,781 | TotalAmt |
| Program Services | $18,781 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $716,413 | TotalAmt |
| Program Services | $616,874 | ProgramServicesAmt |
| Management And General | $92,169 | ManagementAndGeneralAmt |
| Fundraising | $7,370 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,453,056 | TotalAmt |
| Program Services | $1,289,600 | ProgramServicesAmt |
| Management And General | $151,114 | ManagementAndGeneralAmt |
| Fundraising | $12,342 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,302 | TotalAmt |
| Program Services | $4,302 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,631,394 | TotalAmt |
| Program Services | $2,840,362 | ProgramServicesAmt |
| Management And General | $664,537 | ManagementAndGeneralAmt |
| Fundraising | $126,495 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $555,988 | TotalAmt |
| Program Services | $464,856 | ProgramServicesAmt |
| Management And General | $83,469 | ManagementAndGeneralAmt |
| Fundraising | $7,663 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,619 | TotalAmt |
| Program Services | $157,157 | ProgramServicesAmt |
| Management And General | $54,774 | ManagementAndGeneralAmt |
| Fundraising | $1,688 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,382,596 | TotalAmt |
| Program Services | $946,975 | ProgramServicesAmt |
| Management And General | $382,531 | ManagementAndGeneralAmt |
| Fundraising | $53,090 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,703 | TotalAmt |
| Management And General | $161,703 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRINTING AND DUPLICATING | $209,594 | $181,606 | $27,971 | $17 |
| SEMINAR INSTRUCTION | $102,345 | $102,345 | ||
| LIBRARY ACQUISITION | $52,292 | $52,292 | ||
| PUBLICATION DISTRIBUTION | $20,883 | $20,883 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $918,783 | TotalAmt |
| Program Services | $494,261 | ProgramServicesAmt |
| Management And General | $422,264 | ManagementAndGeneralAmt |
| Fundraising | $2,258 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,479,009 | TotalAmt |
| Program Services | $20,234,651 | ProgramServicesAmt |
| Management And General | $6,325,047 | ManagementAndGeneralAmt |
| Fundraising | $919,311 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,217 | BOYAmt |
| EOY | $148,070 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,032,172 | BOYAmt |
| EOY | $11,790,891 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,377,015 | BOYAmt |
| EOY | $3,441,807 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $557,403 | BOYAmt |
| EOY | $930,328 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,679 | BOYAmt |
| EOY | $66,864 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $556,571 | BOYAmt |
| EOY | $456,453 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $21,854,447 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,685,857 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,530,916 | BOYAmt |
| EOY | $13,168,590 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,836,545 | BOYAmt |
| EOY | $15,157,087 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,125,518 | BOYAmt |
| EOY | $45,160,090 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,403,755 | BOYAmt |
| EOY | $1,266,006 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,430,117 | BOYAmt |
| EOY | $5,519,089 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,500,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,132,234 | BOYAmt |
| EOY | $6,657,119 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,966,106 | BOYAmt |
| EOY | $15,942,214 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,094,780 | BOYAmt |
| EOY | $20,113,577 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,350,632 | BOYAmt |
| EOY | $7,390,299 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,714,000 | BOYAmt |
| EOY | $1,714,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,159,412 | BOYAmt |
| EOY | $29,217,876 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,125,518 | BOYAmt |
| EOY | $45,160,090 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,085,835 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$691,550 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$164,151 | 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 Minus4 Years | $7,884,538 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,326,112 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,907,716 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,061,221 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,017,916 | CurrentTaxYearAmt |
| Total | $57,197,503 | 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 | $7,884,538 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,326,112 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,907,716 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,061,221 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,017,916 | CurrentTaxYearAmt |
| Total | $57,197,503 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $22,305,210 | SubstantialContributorsTotAmt |
| Public Support Total170 | $34,892,293 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $419,328 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $379,577 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $424,982 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $490,597 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $503,062 | CurrentTaxYearAmt |
| Total | $2,217,546 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $59,415,049 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $68,712,255 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.58726 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59319 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,027,711 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$491,485 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $30,129 | OtherExpendituresAmt |
| End Year Balance | $14,506,097 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,708,221 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $348,795 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $29,305 | OtherExpendituresAmt |
| End Year Balance | $15,027,711 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,099,108 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,633,535 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $24,422 | OtherExpendituresAmt |
| End Year Balance | $14,708,221 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,367,208 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $758,488 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $26,588 | OtherExpendituresAmt |
| End Year Balance | $12,099,108 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,432,208 | BeginningYearBalanceAmt |
| Contributions | $125,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$190,000 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $11,367,208 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.88180 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.11820 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,859,756 | OtherCostOrOtherBasisAmt |
| Depreciation | $994,091 | DepreciationAmt |
| Book Value | $4,865,665 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,621,008 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,492,354 | DepreciationAmt |
| Book Value | $1,128,654 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,373,683 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,199,412 | DepreciationAmt |
| Book Value | $7,174,271 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,168,590 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MULTI-STRATEGY EQUITY FUND | $10,938,171 | F |
| MULTI-STRATEGY BOND FUND | $4,218,916 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $15,157,087 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCUM POSTRETIREMENT BENEFIT OBLIG | $2,145,965 |
| DEFERRED RENT | $4,511,154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,657,119 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $24,696,668 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$691,550 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $41,264 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$46,220 | OtherRevenueAmt |
| Revenue Not Reported | -$696,506 | RevenueNotReportedAmt |
| Revenue Subtotal | $25,393,174 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $25,393,174 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $27,638,204 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $41,264 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $117,931 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $159,195 | ExpensesNotReportedAmt |
| Expenses Subtotal | $27,479,009 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $27,479,009 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| INTENDED USE OF ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4: THE CENTERS ENDOWMENT FUNDS AND BOARD-DESIGNATED AMOUNTS FOR LONG-TERM INVESTMENT CONSIST OF PERMANENTLY RESTRICTED NET ASSETS (ENDOWMENT FUNDS) AND A BOARD-DESIGNATED AMOUNT FOR LONG-TERM INVESTMENT. THE PERMANENTLY RESTRICTED NET ASSETS (ENDOWMENT FUNDS) ARE SUBJECT TO DONOR-IMPOSED STIPULATIONS THAT THE PRINCIPAL BE MAINTAINED PERMANENTLY BY THE CENTER. THE CENTER HAS THREE SEPARATE ENDOWMENTS AND IT IS PERMITTED TO USE THE INCOME EARNED ON THE RELATED INVESTMENTS FOR GENERAL PURPOSES, LIBRARY ACQUISITIONS AND PUBLIC EDUCATION. THE BOARD-DESIGNATED AMOUNT FOR LONG-TERM INVESTMENT IS A FUND SET ASIDE BY THE BOARD OF TRUSTEES FOR LONG-TERM INVESTMENT THAT ENSURE THE CENTERS FINANCIAL STRENGTH AND AGILITY, AND PROVIDE A RESERVE FUND IN THE EVENT OF A FINANCIAL EMERGENCY. |
| UNCERTAIN TAX POSITIONS | SCHEDULE D, PART X, LINE 2: THE CENTER RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. INCOME GENERATED FROM ACTIVITIES UNRELATED TO THE CENTERS EXEMPT PURPOSE IS SUBJECT TO TAX UNDER INTERNAL REVENUE CODE SECTION 511. THE CENTER HAD NO UNRELATED BUSINESS INCOME TAX EXPENSE FOR THE YEARS ENDED DECEMBER 31, 2015 AND 2014. |
| RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS | SCHEDULE D, PART XI, LINE 2D: AS OF DECEMBER 31, 2015, AN ACTUARIAL LOSS OF $46,220 WAS NOT YET RECOGNIZED AS A COMPONENT OF NET PERIODIC POSTRETIREMENT BENEFIT COST. THIS LOSS IS RECORDED ON THE DECEMBER 31, 2015 STATEMENT OF CHANGES IN UNRESTRICTED NET ASSETS, DECREASING UNRESTRICTED NET ASSETS. SCHEDULE D, PART XII, LINE 2D: LINE 2D INCLUDES $117,931 IN SEVERANCE PAYMENTS AND OUTPLACEMENT SERVICES FOR THREE TERMINATED EMPLOYEES. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Sub-Saharan Africa | Program Services | SPECIAL TRAINING | $181,811 |
| Europe (Including Iceland and Greenland) | Program Services | SPECIAL TRAINING | $15,441 |
| South America | Program Services | SPECIAL TRAINING | $5,776 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $203,028 | SubtotalSpentAmt |
| Total Spent | $203,028 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | EXPENDITURES BY REGION | FormAndLineReferenceDesc |
| Explanation | SCHEDULE F, PART I, LINE 3, COLUMN (F): THE CENTER USES THE ACCRUAL METHOD OF ACCOUNTING TO REPORT TOTAL EXPENDITURES BY REGION IN ITS FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRADFORD K SMITH | ||||||||||||||
| PRESIDENT | $535,716 | $0 | $44,122 | $0 | $25,524 | $0 | $36,195 | $0 | $21,969 | $0 | $663,526 | $0 | $0 | $0 |
| LORENA NOGARA | ||||||||||||||
| TREASURER & CONTROLLER | $156,079 | $0 | $0 | $0 | $138 | $0 | $19,857 | $0 | $355 | $0 | $176,429 | $0 | $0 | $0 |
| ZOHRA ZORI | ||||||||||||||
| SECRETARY & VP SOCIAL SECTOR | $152,526 | $0 | $0 | $0 | $54 | $0 | $0 | $0 | $10,227 | $0 | $162,807 | $0 | $0 | $0 |
| ROBERT J YAEGER | ||||||||||||||
| VP- FINANCIAL STRATEGY | $241,832 | $0 | $0 | $0 | $90 | $0 | $20,973 | $0 | $17,594 | $0 | $280,489 | $0 | $0 | $0 |
| LAWRENCE T MCGILL | ||||||||||||||
| VP- RESEARCH | $199,455 | $0 | $0 | $0 | $258 | $0 | $27,713 | $0 | $33,324 | $0 | $260,750 | $0 | $0 | $0 |
| ELIZABETH A BRADLEY | ||||||||||||||
| DIR. OF BUS DEV, MKTG & COMM | $172,156 | $0 | $12,625 | $0 | $138 | $0 | $0 | $0 | $30,324 | $0 | $215,243 | $0 | $0 | $0 |
| JACOB K GARCIA | ||||||||||||||
| VP- DATA AND TECHNOLOGY | $183,425 | $0 | $0 | $0 | $60 | $0 | $24,255 | $0 | $10,227 | $0 | $217,967 | $0 | $0 | $0 |
| LISA L PHILP | ||||||||||||||
| SEC(THRU 11/15) & VP-STRGC PHI | $234,362 | $0 | $0 | $0 | $138 | $0 | $31,790 | $0 | $1,628 | $0 | $267,918 | $0 | $0 | $0 |
| JEFFREY A FALKENSTEIN | ||||||||||||||
| VP- DATA ACQUISITION | $172,921 | $0 | $0 | $0 | $90 | $0 | $23,732 | $0 | $33,324 | $0 | $230,067 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | SCHEDULE J, PART I, LINE 4B: THE FOLLOWING INDIVIDUAL CONTRIBUTED AN AMOUNT TO A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN, AND THIS AMOUNT WAS INCLUDED AS TAXABLE COMPENSATION IN COLUMN (B) (III) (OTHER REPORTABLE COMPENSATION) OF THE TABLE ABOVE: - BRADFORD K. SMITH, PRESIDENT, PARTICIPATED IN A SECTION 457 (F) PLAN AND CONTRIBUTED $18,000. |
| BONUS AND INCENTIVE COMPENSATION | SCHEDULE J, PART II, COLUMN B (II): EACH YEAR, EMPLOYEES EARNING MORE THAN CERTAIN STATUTORY LIMITATIONS ARE ELIGIBLE TO RECEIVE ADDITIONAL COMPENSATION PURSUANT TO A FIXED FORMULA AS SPECIFIED IN THE CENTERS SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. FOR THE 2015 CALENDAR YEAR, THE PRESIDENT WAS PAID PURSUANT TO THE PLAN $44,122 WHICH IS REPORTED ON SCHEDULE J, PART II, COLUMN B (II). SCHEDULE J, PART I, LINE 5: THE CENTER HAS AN INCENTIVE COMPENSATION PROGRAM WHEREIN PAYMENTS ARE ONLY MADE IF A SPECIFIC REVENUE TARGET IS ATTAINED. IN 2015, ELIZABETH A. BRADLEY, DIRECTOR OF BUSINESS DEVELOPMENT, MARKETING, AND COMMUNICATIONS, MET SPECIFIC REVENUE GOALS AND RECEIVED $12,625 IN INCENTIVE COMPENSATION. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp |
Intellectual Property IntellectualPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $200,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Publicly Traded | SecuritiesPubliclyTradedGrp | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, LINE 8 | FormAndLineReferenceDesc |
| Explanation | CF (Community Foundation) Insights CF Insights, a service originally launched by FSG, is now operating under the auspices of Foundation Center. FSG granted this service to the Foundation Center at a value of $200,000 in January 2015. This transition positions CFInsights for even greater impact as a service to its foundation members and a resource for the broader social. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART III, LINE 1 THE FOUNDATION CENTER'S MISSION IS TO STRENGTHEN THE SOCIAL SECTOR BY ADVANCING KNOWLEDGE ABOUT PHILANTHROPY IN THE U.S. AND AROUND THE WORLD. THE CENTER ACCOMPLISHES ITS MISSION BY: - OPERATING LIBRARY/LEARNING CENTERS IN FIVE LOCATIONS - NEW YORK CITY; WASHINGTON, DC; ATLANTA; CLEVELAND; AND SAN FRANCISCO - THAT OFFER FREE ACCESS TO INFORMATION RESOURCES AND EDUCATIONAL PROGRAMS. - MAINTAINING UNIQUE DATABASES OF INFORMATION ON MORE THAN 140,000 FOUNDATIONS, CORPORATE DONORS, AND GRANTMAKING PUBLIC CHARITIES WORLDWIDE AND OVER 4.1 MILLION OF THEIR RECENT GRANTS. ITS FOUNDATION DIRECTORY ONLINE SUBSCRIPTION SERVICE IS THE MOST POPULAR MEANS FOR SEARCHING THESE DATABASES. - PROVIDING A CONTENT-RICH WEB SITE WITH A VARIETY OF FREE SEARCH TOOLS, TUTORIALS, DOWNLOADABLE REPORTS, AND OTHER INFORMATION UPDATED DAILY, INCLUDING PHILANTHROPY NEWS DIGEST, ITS DAILY NEWS SERVICE, AND PUBHUB, ITS SEARCHABLE ONLINE COLLECTION OF THOUSANDS OF REPORTS PUBLISHED BY FOUNDATIONS AND NONPROFIT ORGANIZATIONS. - CONDUCTING RESEARCH AND PUBLISHING REPORTS ON THE GROWTH OF THE FOUNDATION FIELD AND ON TRENDS IN FOUNDATION SUPPORT OF THE NONPROFIT SECTOR. - PUBLISHING BOOKS RANGING FROM BASIC PRIMERS ON FUNDRAISING AND NONPROFIT MANAGEMENT TO COMPREHENSIVE REFERENCE WORKS. - COORDINATING A NETWORK OF FUNDING INFORMATION CENTERS NATIONWIDE AND AROUND THE WORLD - MORE THAN 460 FUNDING INFORMATION NETWORK (FIN) PARTNERS THAT OFFER FREE LOCAL ACCESS TO CORE CENTER RESOURCES AND TRAINING. ESTABLISHED IN 1956, THE FOUNDATION CENTER IS THE LEADING SOURCE OF INFORMATION ABOUT PHILANTHROPY WORLDWIDE. THROUGH DATA, ANALYSIS, AND TRAINING, IT CONNECTS PEOPLE WHO WANT TO CHANGE THE WORLD TO THE RESOURCES THEY NEED TO SUCCEED. THE CENTER MAINTAINS THE MOST COMPREHENSIVE DATABASE ON U.S. AND, INCREASINGLY, GLOBAL GRANTMAKERS AND THEIR GRANTS - A ROBUST, ACCESSIBLE KNOWLEDGE BANK FOR THE SECTOR. IT ALSO OPERATES RESEARCH, EDUCATION, AND TRAINING PROGRAMS DESIGNED TO ADVANCE KNOWLEDGE OF PHILANTHROPY AT EVERY LEVEL. THOUSANDS OF PEOPLE VISIT THE CENTER'S WEB SITE EACH DAY AND ARE SERVED IN ITS FIVE REGIONAL LIBRARY/LEARNING CENTERS AND ITS NETWORK OF MORE THAN 460 FIN PARTNERS LOCATED IN PUBLIC LIBRARIES, COMMUNITY FOUNDATIONS, AND EDUCATIONAL INSTITUTIONS NATIONWIDE AND AROUND THE WORLD. |
| PROGRAM SERVICES - DATA COLLECTION AND PUBLICATIONS | FORM 990, PART III, LINE 4A DATA COLLECTION AND PUBLICATIONS (EXPENSES $9,130,664 AND REVENUE $11,486,940) THE CENTER MAINTAINS UNIQUE DATABASES OF INFORMATION ON MORE THAN 140,000 FOUNDATIONS, CORPORATE DONORS, AND GRANTMAKING PUBLIC CHARITIES WORLDWIDE AND OVER 4.1 MILLION OF THEIR RECENT GRANTS. ITS FOUNDATION DIRECTORY ONLINE SUBSCRIPTION SERVICE IS THE MOST POPULAR MEANS FOR SEARCHING THESE DATABASES. THIS SUBSCRIPTION SERVICE IS MADE AVAILABLE FOR FREE USE IN OVER 460 LOCATIONS NATIONWIDE AND AROUND THE WORLD. THE CENTER ALSO PUBLISHES BOOKS RANGING FROM BASIC PRIMERS ON FUNDRAISING AND NONPROFIT MANAGEMENT TO COMPREHENSIVE REFERENCE WORKS. OTHER MAJOR DATA COLLECTION AND PUBLICATIONS PROGRAM ACCOMPLISHMENTS IN 2015 INCLUDE THE FOLLOWING: INTERNATIONAL DATA ------------------ Strengthening existing partnerships has been integral to the Foundation Center's success in building a systematic base of knowledge on global philanthropy. Together with Donors and Foundations Network in Europe (DAFNE), the Center is working with select national associations of European countries to help systematize the types of member data they collect. It's partnership with Worldwide Initiative for Grantmaker Support (WINGS) to create a global data standard for philanthropy that will improve data collection worldwide is ongoing. The Center has been successful in importing more non-US foundation and grant records through partnerships with organizations including the Charity Commission of England and Wales, the Swedish International Development Cooperation Agency, the Office of the Scottish Charity Regulator, Maecenata Institute in Berlin, the China Foundation Center, ASAN Institute for Policy Studies, Assifero (Associazione Italiana Fondazioni ed Enti di Erogazione) the Italian association of foundations, Donor Directory in Bermuda , Colombia AFE (Associacion de Fundaciones Empresariales), the Canadian Revenue Agency, New Zealand Charities Register, Alternativas y Capacidades, and ITAM (Instituto Tecnologico Autonomo de Mexico). The Center's database now includes philanthropic data from 129 countries and territories, and recipient data from 213 recipient countries and territories, and it continues to seek potential new partners. These efforts to improve efficiency and accuracy by working with partners are proving effective. This gives the Center a better understanding of how organizations in various regions classify themselves and enables it to promote transparency, knowledge sharing, and impact in the sector. Foundation Center staff is also compiling information on foundation activity in relation to the 2015 sustainable development goals, ongoing water and sanitation donor data as well as human rights data. In total, the Center's database now contains: - Information on more than 220,000 grants from non-U.S. funders, - And 31,582 new non-U.S. grantmaker profiles. DATA PROCESSING AND TAXONOMY ---------------------------- In July 2015, Foundation Center successfully launched its new grants taxonomy, the Philanthropy Classification System (PCS), in its databases and subscription products, including Foundation Directory Online and Foundation Maps. This required re-coding the data related to 140,000 organizations and over 4,000,000 grants. Users can explore the new taxonomy at http://taxonomy.foundationcenter.org. The development of the PCS involved consultation with over 200 nonprofit organizations and foundations, and allows for the categorization of philanthropic activity by Subjects, Population Groups, Transaction Type, and Support Strategy. In addition, the Center launched the new Enterprise Database Management System (EDMS) in September 2015, which also includes mechanisms for automatically classifying data into these PCS facets. In past years, Foundation Center staff was able to code about 250,000 grants. Now with the new EDMS it will be able to handle over 2,000,000 grant records per year, automatically code the bulk of that data and connect its other data sets (including news articles, blogs, research reports) by way of these taxonomic codes. This means that the Center can scale up its data processing efforts, connect disparate data sets by relating them to the same taxonomy, and spread the usage of the PCS to other institutions that have expressed interest in coding their data in its taxonomy, too. ELECTRONIC GRANT REPORTING -------------------------- The Foundation Center continues to be a leading driver in establishing data standards for philanthropy. Its ongoing work to continually improve reporting allows foundations to more efficiently and accurately transmit their grants electronically (eReporting). In 2015, the Center launched the Get on the Map campaign, a partnership with the Forum for Regional Association of Grantmakers. Through this new data-sharing initiative dedicated to boosting the quality and availability of fresh, detailed grantmaking data across the Forum Network, it successfully grew the number of foundations that eReport their data and it continues to see a steady increase. The Center currently has 1,203 eGrant Reporters. FOUNDATION DIRECTORY ONLINE (FDO) --------------------------------- The Center continued to update and expand the scope of its searchable grants database, building on its grants processing technology to dramatically scale the amount of grants added. FDO users can now access: - Nearly 140,000 grantmakers, including profiles of nearly 120,000 U.S. grantmakers and more than 20,000 profiles of non-U.S. grantmakers; and - More than 4.1 million grant records. Informed by what the Center is learning about user behavior and needs, it implemented multiple FDO enhancements in 2015. To help FDO users to streamline their foundation fundraising process from the funding search through the next stages of the grantseeking process, the Center launched FDO Workspace, which provides a step-by-step assessment tool and helps users keep track of their contacts and communications, manage a to-do list, and keep notes on prospects and grant requests. The Center added a preview function so that hovering on a name in the grantmaker results list reveals top-level information from the funder's profile as well as links to related news stories. It also updated many of the search terms used in FDO's search indexes to better reflect the current work of nonprofits. Foundation Directory Online (FDO) QUICK START --------------------------------------------- Through providing valuable, reliable information on grantmakers, Foundation Center is leveling the playing field for grantseekers everywhere. Since its launch in 2013, FDO QUICK START has dramatically expanded public access to the Center's authoritative collection of foundation information. At no cost, users can search the basic profiles and IRS Forms 990-PF of more than 100,000 grantmakers, less than 7 percent of which have web sites of their own. This online tool benefits the entire social sector by putting critical data at anyone's fingertips. The majority of FDO QUICK START users are nonprofits, but students, foundation staff, consultants, government, and media are also represented. Primarily from the United States, users are predominately female (65 percent), and 25 to 34 years of age. The Center also released an FDO QUICK START search "widget" that can be embedded on any web site to further widen access. In 2015: - More than 513,500 users took advantage of FDO QUICK START, racking up nearly 3.9 million page views. - Users average about 3.5 minutes per visit to the site. Foundation Grants to Individuals Online --------------------------------------- The Center's searchable grants database, Foundation Grants to Individuals Online (FGTIO), helps individuals and students connect to financial funding and support. The Center continues to update the funder information and search features users need to fund their education, research, or creative work through FGTIO, which includes programs benefitting students, researchers, and other individuals, and provides valuable resources including free and fee-based training opportunities, FAQs, and requests for proposals. To date FGTIO includes more than 10,000 funders. Foundation Stats ---------------- Foundation Stats is an interactive online tool that provides free and open access to a wealth of data on the U.S. foundation community. The intuitive web-based platform can be used by anyone to generate thousands of custom tables and charts on the size, scope, and giving priorities of the nearly 82,000 independent, corporate, community, and grantmaking operating foundations in the U.S. It includes an Application Programming Interface (API) so that web developers can freely extract the data for their own use. The tool represents a huge leap forward in opening up data on philanthropy and paves the way for the development of innovative applications of the type that only open data makes possible. In 2015, Foundation Stats attracted 13,567 users who viewed m |
| PROGRAM SERVICES - LIBRARY/LEARNING CENTERS AND OTHER PUBLIC SERVICES | FORM 990, PART III, LINE 4B LIBRARY/LEARNING CENTERS AND OTHER PUBLIC SERVICES (EXPENSES $5,912,256 AND REVENUE $ 1,488,907) The Center operates professionally staffed library/learning centers in five locations --New York City; Washington, DC; Atlanta; Cleveland; and San Francisco --that offer free access to the Center's online subscription databases and books, other resources on funders and all aspects of philanthropy and nonprofit management and free educational programs. The Center has an Online Librarian who responds to reference questions from people who prefer to use its resources online. The Center provides free in-person programs which give participants a comprehensive understanding of the grantseeking process. The Center also coordinates a network of funding information centers nationwide and around the world -- more than 460 FIN partners that offer free local access to core Center resources, including the Foundation Directory Online Professional and training. Other major library/learning center accomplishments in 2015 include the following: GrantSpace [www.grantspace.org] ------------------------------- This dynamic, interactive site serves nonprofits worldwide, offering access to fundraising and management know-how to anyone, anywhere. GrantSpace is an important platform for the Center's ongoing relevance, promoting a thriving learning community and reducing training and travel costs by providing free access to capacity-building resources. During 2015: - GrantSpace attracted more than 2.8 million sessions and more than 5.4 million page views. - The GrantSpace blog published 84 posts, and received more than 50,000 unique page views; to date, has more than 600 subscribers. - Knowledge Base Articles remain the most popular GrantSpace content, with more than 3 million unique page views. - In coordination with regional offices, GrantSpace also produced 24 new multimedia broadcasts (videos, podcasts, webinars, live chats, and live tweets of special events) with the goal of making Foundation Center's rich content available to a wider audience and bridging our physical and virtual services. - GRANTSPACE SENDS A MONTHLY 'NEW AT GRANTSPACE' E-NEWSLETTER TO ALERT READERS TO NEW UPCOMING EVENTS AND NEWLY POSTED CONTENT. TO DATE, IT HAS MORE THAN 26,000 SUBSCRIBERS. Free Access to Foundation Center Resources and Training Courses --------------------------------------------------------------- The first items cut from nonprofit budgets are often staff travel and training lines, preventing staff from learning about and accessing Foundation Center's capacity-building resources. The Center worked to build out a suite of online learning tools as well as sponsored in-person trainings and special events. To better correspond to sector needs and best practices in adult learning, the Center adopted an online learning system called Bridge, and its Capacity and Leadership Development Team began enhancing and restructuring its capacity building curriculum. The new framework for the curriculum focuses on three core competency areas: Fundraising, Organizational Sustainability, and Leadership & Management. New and/or improved classes and seminars aligning with this framework were launched throughout 2015. The new curriculum design will help Foundation Center better market its offerings by improving its outreach effort and establishing a clearer path and purpose to the end user, and providing a condensed, streamlined format that its time-limited users have been requesting. During 2015: - The Center provided free in-person programs to more than 21,000 participants through its free in-person classes across its five regional library/learning centers in New York City, Washington, D.C., Atlanta, Cleveland, and San Francisco, a series of special programs and special events at its libraries, and outreach trainings offsite. - An additional 15,000 people visited its library/learning centers to conduct research. - The Online Librarian service responded to customers' questions about nonprofit management and fundraising via nearly 11,000 live chats and emails. Customers consistently rate the service at 4.8 or higher on a 5-point scale. - The Center provided 85 free live training webinars to more than 10,000 online participants and engaged more than 3,600 people through free online courses. - GrantSpace now includes 77 Spanish language knowledge-based articles, which were viewed during this period nearly 188,000 times. The Center's audio editions of Guide to Proposal Writing and training videos of Grantseeking Basics remain available for free download in both English and Spanish. These multimedia resources are also serving people with visual impairments. The Center has collected all GrantSpace content in Spanish on one page, Recursos en Espaol, for easier browsing and discovery. Funding Information Network --------------------------- A key initiative of the Center is to ensure that grantseekers have access to high-quality resources and expertise, enabling them to attract and sustain support for their organizations. To accomplish this, it continued to offer convenient, local access to the Center's resources, online and on the ground, beyond the geographic scope of its five regional library/learning centers, through its Funding Information Network partners. Host agencies, which include public, academic, and special libraries, community foundations, and nonprofit resource centers, provide a core collection of Foundation Center materials to the public free of charge. The Center seeks to designate new network partners where they can do the most good, and is increasingly focused on deepening the relationships it has with its Funding Information Network partners. - To date, 460 Funding Information Network partner sites in 11 countries and all 50 states and Puerto Rico allow users to tap the power of the Center's many tools, including Foundation Directory Online (FDO); - During 2015, nearly 800,000 FDO searches were performed from Funding Information Network partner sites. - On average, Funding Information Network partner sites provide capacity-building fundraising and nonprofit management trainings to over 5,000 attendees per month. Philanthropy News Digest (PND) ------------------------------ PND, the Center's daily news service, continues to serve as a hub for daily social sector information, providing philanthropy-related articles and features culled from print and electronic media outlets as well as critical RFP and Jobs listings. In 2015, PND served more than 75,800 newsletter subscribers and more than 145,000 subscribers to its nightly email alerts on Jobs, News, and RFPs. |
| PROGRAM SERVICES - RESEARCH AND OTHER PROGRAMS | FORM 990, PART III, LINE 4C RESEARCH AND OTHER PROGRAMS (EXPENSES $5,191,731 AND REVENUE $1,637,089) THE CENTER CONDUCTS RESEARCH AND PUBLISHES REPORTS ON THE GROWTH OF THE FOUNDATION FIELD AND ON TRENDS IN FOUNDATION SUPPORT OF THE NONPROFIT SECTOR. TO MAXIMIZE THE IMPACT OF ITS RESEARCH, IT HOSTS BRIEFINGS AND PANELS TO DISCUSS KEY FINDINGS, AND "SPREADS THE WORD" THROUGH SOCIAL MEDIA. TO MAKE KNOWLEDGE ACCESSIBLE TO ALL, IT MAKES ITS FULL REPORTS OR HIGHLIGHTS FROM THEM AVAILABLE FOR FREE DOWNLOAD AT ITS WEB SITE. SPECIAL EFFORTS IN RESEARCH AND OTHER PROGRAMS IN 2015 INCLUDE THE FOLLOWING: GRANTCRAFT [WWW.GRANTCRAFT.ORG] ------------------------------- GrantCraft harnesses the practical wisdom of funders worldwide to provide free resources that improve the practice of philanthropy. During the past year, GrantCraft successfully increased its audience and the breadth and depth of its content, and attracted visitors from more than 200 countries spanning the foundation, nonprofit, academic, media, government, and business sectors. In 2015: - GrantCraft staff presented at more than 15 conferences, funder group meetings, and funder workshops with organizations including Philanthropy New York, Youth Philanthropy Connect, and the Annual General Assembly of the European Foundation Centre. - GrantCraft's site was visited by more than 66,600 different users and its resources were viewed more than 252,100 times. - GrantCraft published more than 150 videos, podcasts, blog posts, case studies, and guides addressing questions funders face across various strategies and issue areas. Publications included: Supporting Grantee Capacity; Strengthening Effectiveness Together; and Communication That Counts, which explores communications approaches and knowledge exchange in the South African context. - GrantCraft continued its partnership with the Andrea and Charles Bronfman Philanthropies (ACBP) to tell the story of the ACBP spend down through 28 written blog posts, two videos, and a podcast, which have collectively been accessed more than 24,000 times since the series began. CF (Community Foundation) Insights ---------------------------------- CF Insights, a service originally launched by FSG, is now operating under the auspices of The Foundation Center. This transition positions CF Insights for even greater impact as a service to its foundation members and a resource for the broader social sector. Collectively, CF Insights members serve 1/2 of the US population and represent 2/3 of total community foundation assets. Through of insights, community foundations improve performance and sustainability - individually and collectively. Advancing Human Rights ---------------------- In partnership with the International Human Rights Funders Group (IHRFG), the Center continues to develop Advancing Human Rights [humanrights.foundationcenter.org/], a first-ever initiative to track, report on, and open public access to foundation support for human rights worldwide. According to the latest key findings report, Advancing Human Rights: Update on Global Foundation Grantmaking, in 2012, 774 foundations in 45 countries made nearly 19,000 human rights grants totaling $1.8 Billion. The 2012 data have been added to the interactive website, which enables exploration of giving by issue focus, population focus, and region and includes top funder lists, sample grants, and case studies. In 2015, more than 5,600 users viewed nearly 28,500 pages. THE FOUNDATION REGISTRY I3 -------------------------- The Foundation Registry i3 [foundationregistryi3.org] was created by education funders to support the Investing in Innovation (i3) program of the U.S. Department of Education (ED). ED provides competitive grants to i3 applicants to expand groundbreaking practices that improve student achievement, close achievement gaps, decrease drop-out rates, increase high school graduation rates, or increase college enrollment or completion rates. The site helps facilitate matches by providing an efficient link between i3 applicants and potential supporters. The Foundation Center administered Foundation Registry i3 in 2015, providing outreach and support to applicants and funders. The 2014 i3 cycle ended in July 2015, and all of the 2014 i3 grantees secured their required private sector funding matches. Foundation Landscapes --------------------- The Center is communicating philanthropy's impact on particular areas of interest by curating and centralizing resources and data streams and making them accessible to the general public through its custom web portals. The Center's aim is to create new Foundation Landscapes on current issues that aren't comprehensively supported by existing online resources. In 2015, it developed and launched: - SDGfunders.org, a site dedicated to funding the Global Development goals; - Equal Footing, a hub for those interested in funding in Burundi, DRC, and Congo that highlights economic development through a focus on women; - Foundation Landscapes: Education [education.foundationcenter.org/] a hub of information about education philanthropy; and - Measuring the State of Disaster Philanthropy [disasterphilanthropy.foundationcenter.org/], an online dashboard and interactive funding map. The Center further developed: - Elevate Children's Funders Group [elevatechildren.org/], dedicated to building strong families and a life free from violence for all children; - Foundation Funding for U.S. Democracy [democracy.foundationcenter.org], which was redesigned in 2015 with a refined taxonomy. The web-based portal allows users to explore foundation funding for democracy in the U.S. with the goal of enabling funders to make more informed investment decisions; - BMAfunders.org, a go-to source for data and information related to Black Male Achievement intended to facilitate engagement, catalyze collaboration, and promote strategic decision-making. BMAfunders attracted more than 24,000 sessions and more than 41,000 page views; and - WASHfunders.org a critical resource for those working in the Water and Sanitary Hygiene space. WASHfunders attracted nearly 28,000 sessions and more than 64,000 page views. IssueLab [issuelab.org] ----------------------- This distributed knowledge sharing platform provides free and open access to resources that analyze the world's most pressing social, economic, and environmental challenges and their potential solutions. IssueLab is continually committed to increasing access to this knowledge by making it broadly available through www.issuelab.org, other Foundation Center websites and channels, a system of e-libraries built for foundations and nonprofits called Knowledge Centers, social media outreach, content-sharing partnerships with libraries, archives, online communities, and a freely accessible Application Programming Interface (API), which gives organizations access to the entire IssueLab collection for use on their website. IssueLab represents one of the largest pools of social sector knowledge: - The collection spans 40 issue areas and contains over 19,000 resources (produced by more than 2,000 organisationS). - MetAdata about these resources is harvested by worldcat, such that they circulate through A global network of 10,000 libraries. In 2015, IssueLab developed two knowledge syntheses/reviews with companion collections: Strategies for the Improvement of Immigration Services and Policies (immigrationstrategies.issuelab.org); and Incentive-based Instruments for Freshwater Management (slated to launch officially in early 2016 at freshwater.issuelab.org). During the past year, IssueLab highlighted the relevant knowledge, organizations, and people serving the social sector by curating special collections. IssueLab updated its collection on Gun Violence, and curated new special collections on Funding Nonprofit Capacity, Youth Philanthropy, Philanthropic Engagement with the Sustainable Development Goals, and Equal Footing (what works in Economic Development with a focus on Women in Rwanda, Democratic Republic of the Congo (DRC), and Burundi). IssueLab also developed and launched new knowledge centers, which include nearly 1,800 reports, papers and other relevant resources, in partnership with: - The European Citizens' Action Service, covering the topics of European Union Migration and the European Citizens' Initiative. - GIFE (Grupo de Institutos Fundaes e Empresas), resulting in a new bilingual knowledge center, serving as a virtual library on social investment for funders working in Brazil. - Trust Africa, on the topic of philanthropy and giving in Africa. Publications ------------ During 2015, the Center released reports on topics relevant to funders, the media, researchers, and non-profits: - Quantifying Hope: Philanthropic Support for Black Men and Boys, which shows a distinct trend toward increased U.S. foundation funding for organizations and programs that are working to improve the life outcomes of Black males. - Funding Indigenous People |
| LOCAL CHAPTERS, BRANCHES, OR AFFILIATES | FORM 990, PART VI, LINE 10A THE CENTER MAINTAINS AND OPERATES A NETWORK OF 5 PROFESSIONALLY-STAFFED LIBRARY/LEARNING CENTERS IN NEW YORK CITY, SAN FRANCISCO, WASHINGTON D.C., CLEVELAND AND ATLANTA. THESE ARE UNINCORPORATED DIVISIONS THAT USE THE SAME TAX IDENTIFICATION NUMBER AS THE CENTER. THE LIBRARY/LEARNING CENTERS ARE GOVERNED BY THE SAME WRITTEN POLICIES AND PROCEDURES AS THE CENTER TO ENSURE THEIR OPERATIONS ARE CONSISTENT WITH THOSE OF THE CENTER'S. |
| FORM 990 REVIEW | FORM 990, PART VI, LINE 11B The Center's form 990 is prepared by the Controller. The draft Form 990 is then reviewed by members of the tax department of the Center's independent accounting firm, KPMG LLP, and then by the organization's President. Subsequently, the Audit Committee of the Center's Board of Trustees and the full Board reviews the return. After responding to all inquiries and making any necessary changes, the final Form 990 is provided to all members of the Board prior to its filing with the IRS. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, LINE 12C A CONFLICT OF INTEREST DISCLOSURE STATEMENT IS OBTAINED ANNUALLY FROM ALL TRUSTEES, OFFICERS, MANAGERS AND OTHER KEY EMPLOYEES WHO ARE CURRENTLY SERVING THE CENTER. A REPORT SUMMARIZING THE DISCLOSURE STATEMENTS IS PROVIDED TO THE BOARD OF TRUSTEES ANNUALLY. IT IS THE CENTER'S POLICY THAT IN THE EVENT OF A CONFLICT THE FOLLOWING IS DONE: IF THERE IS A CONFLICT RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF TRUSTEES, THE INTERESTED PERSON SHALL CALL IT TO THE ATTENTION OF THE BOARD OF TRUSTEES, AND THE TRUSTEE CONCERNED SHALL NOT VOTE ON THE MATTER. MOREOVER, THE PERSON HAVING A CONFLICT SHALL RETIRE FROM THE ROOM IN WHICH THE BOARD IS MEETING AND SHALL NOT PARTICIPATE IN THE FINAL DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. WHEN THERE IS DOUBT AS TO WHETHER A CONFLICT OF INTEREST EXISTS, THE MATTER SHALL BE RESOLVED BY VOTE OF THE BOARD OF TRUSTEES OR ITS COMMITTEE, EXCLUDING FROM THE ROOM AND THE VOTE THE PERSON WHOSE SITUATION WILL BE DISCUSSED. WHEN A CONFLICT OF INTEREST ARISES FOR ANY STAFF MEMBER EXCEPT THE PRESIDENT, THAT STAFF MEMBER SHALL REPORT IT TO THE PRESIDENT IN WRITING. A CONFLICT OF INTEREST RELATING TO THE PRESIDENT SHALL BE REPORTED IN WRITING TO THE CHAIR OF THE BOARD. |
| COMPENSATION | FORM 990, PART VI, LINES 15A AND 15B THE CENTER'S BOARD OF TRUSTEES, CONSISTING OF INDEPENDENT PERSONS, ESTABLISHES COMPENSATION FOR THE PRESIDENT AND REVIEWS THE COMPENSATION FOR THE OTHER OFFICER(S) AND VICE PRESIDENTS ON AN ANNUAL BASIS. PRIOR TO MAKING COMPENSATION DECISIONS, THE BOARD, THROUGH THE USE OF AN INDEPENDENT CONSULTANT, OBTAINS INFORMATION ON THE COMPENSATION OF FUNCTIONALLY COMPARABLE POSITIONS FOR SIMILARLY QUALIFIED PERSONS AT SIMILARLY SITUATED ORGANIZATIONS AND/OR BENCHMARK SALARIES FOR SELECT POSITIONS OBTAINED FROM SALARY SURVEYS. DOCUMENTATION OF THE DELIBERATIONS AND DECISIONS MADE ARE MAINTAINED IN THE MINUTES IN THE CORPORATE SECRETARY'S OFFICE. A FULL INDEPENDENT COMPENSATION REVIEW FOR ALL STAFF WAS COMPLETED IN THE FALL OF 2013. THE ORGANIZATION COMPLETED A COMPENSATION REVIEW FOR MORE THAN A THIRD OF ITS STAFF POSITIONS IN 2016. |
| AVAILABLE TO THE PUBLIC | FORM 990, PART VI, LINE 19 THE CENTER'S AUDITED FINANCIAL STATEMENTS AND ANNUAL REPORT FOR THE PAST FIVE YEARS ARE POSTED ON ITS WEBSITE AND ARE DOWNLOADABLE. IN ADDITION, GOVERNANCE AND STAFFING POLICIES ARE POSTED, INCLUDING THE CODE OF CONDUCT (WHICH INCLUDES THE CONFLICT OF INTEREST POLICY), DIVERSITY STATEMENT AND THE EXECUTIVE COMPENSATION POLICY. |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCES | FORM 990, PART XI, LINE 9 AS OF DECEMBER 31, 2015, THE $(164,151) IN OTHER CHANGES IN NET ASSETS CONSISTS OF $(46,220) PENSION AND POSTRETIREMENT CHANGES OTHER THAN NET PERIODIC BENEFIT COST FOR THE CURRENT YEAR, AND SEVERANCE PAYMENTS AND OUTPLACEMENT SERVICES FOR THREE TERMINATED EMPLOYEES OF $(117,931). |
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