LGBTQ VICTORY INSTITUTE INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LGBTQ VICTORY INSTITUTE INC (EIN 52-1835268)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201643199349304399
- 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 | 2016-11-14T11:38:18-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582676261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rogers & Company PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8300 Boone Boulevard Suite 600 | AddressLine1Txt |
| City | Vienna | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22182 | 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 | 521835268 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gay and Lesbian Victory Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GAYA | BusinessNameControlTxt |
| Phone | 2026289151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 15th Street NW No 350 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Aisha C Moodie-Mills | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 2026289151 | PhoneNum |
| Signature | 2016-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicole M Prince CPA | PreparerPersonNm |
| PTIN | P01315245 | PTIN |
| Phone | 7038930300 | PhoneNum |
| Preparation | 2016-11-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Aisha C Moodie-Mills | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 15th Street NW No 350 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,173,093 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.victoryinstitute.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | To achieve full equality for lesbian, gay, bisexual and transgender people by building, supporting, and advancing a diverse network of LGBT public leaders. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 27 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,098,173 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,050,475 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $123,002 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $119,610 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,627 | PYOtherRevenueAmt |
| CY Other Revenue | $3,008 | CYOtherRevenueAmt |
| PY Total Revenue | $2,224,802 | PYTotalRevenueAmt |
| CY Total Revenue | $2,173,093 | 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 | $1,185,303 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $841,757 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $20,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $290,603 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,360,219 | PYOtherExpensesAmt |
| CY Other Expenses | $1,166,369 | CYOtherExpensesAmt |
| PY Total Expenses | $2,565,522 | PYTotalExpensesAmt |
| CY Total Expenses | $2,008,126 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$340,720 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $164,967 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $434,983 | TotalAssetsBOYAmt |
| Total Assets EOY | $660,493 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $363,109 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $423,652 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $71,874 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $236,841 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Institute works to ensure that LGBT leaders have the training and resources they need to take on important posts in public, private, and community organizations. The Institute provides comprehensive training and education programs focused on connecting and inspiring lesbian, gay, bisexual, and transgender leaders. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,358,703 | ExpenseAmt |
| Desc | The Leadership Development program provides skills development, training, and scholarships to LGBT leaders focused on executive training and leadership mentoring. Included in this program is the David Bohnett LGBT Leaders Fellowship which provides fellowships to the Harvard Kennedy School's Senior Executives in State and Local Government programs. This program has existed since 2002 and continues to grow in preparing senior LGBT leaders in the very finest skills in negotiation and problem solving. During 2015, 8 fellows participated in the program. Recognizing the critical need to have openly LGBT people appointed to leadership positions in the President's administration, the Presidential Appointments Initiative was formed. This program is a partnership with 20 other national LGBT organizations. It serves as a talent bank for openly LGBT professionals seeking appointed positions in the presidential administration. Through this partnership led by Victory Institute, we are ensuring that qualified, committed, and talented members of the LGBT community are fairly considered for appointment to important federal positions. Finally, each year, the LGBT Leaders Conference serves as the premiere learning, training and networking event for openly LGBT public leaders and movement thinkers. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $76,449 | ExpenseAmt |
| Revenue | $119,610 | RevenueAmt |
| Desc | Candidate and Campaign Training Program: Victory Institute's Candidate & Campaign Trainings provide comprehensive, non-partisan training to present and future LGBT candidates, campaign staff and community leaders. Trainees learn necessary skills and strategies by engaging in tough, realistic campaign situations. We've trained hundreds of openly LGBT candidates and campaign workers how to build winning campaigns. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $188,006 | ExpenseAmt |
| Desc | Research and Communications: Victory Institute advances the idea that we will achieve LGBT equality more quickly by making sure our community has a seat at the tables of power. Through research and communications strategies, Victory Institute promotes the accomplishments of openly LGBT leaders in government and politics and gauges public opinion and acceptance of our leaders. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,623,158 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 27 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2026289151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1133 15th Street NW No 350 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|
| Mike Holloman | |||||||
| Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| John Arrowood | |||||||
| Vice-Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Louis Vega | |||||||
| Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Brandon Hernandez | |||||||
| Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Debra Shore | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Kim Coco Iwamoto | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Linda Kaboolian | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Ross LaJeunesse | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Paul Horning | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| John Tedstrom | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Joyce Newstat | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Aisha Moodie-Mills | |||||||
| President & CEO | 24.00 | Yes (X) | $90,000 | $0 | $5,218 | ||
| Charles Wolfe | |||||||
| Former President & CEO | 0.00 | $112,500 | $0 | $8,750 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $202,500 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $13,968 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $2,029 | FederatedCampaignsAmt |
| All Other Contributions | $2,048,446 | AllOtherContributionsAmt |
| Total Contributions | $2,050,475 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Training & conferences | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $119,610 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $119,610 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $119,610 | TotalProgramServiceRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,008 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,008 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,008 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,173,093 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $122,618 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,218 | TotalAmt |
| Program Services | $68,927 | ProgramServicesAmt |
| Management And General | $6,307 | ManagementAndGeneralAmt |
| Fundraising | $19,984 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,250 | TotalAmt |
| Program Services | $87,772 | ProgramServicesAmt |
| Management And General | $8,031 | ManagementAndGeneralAmt |
| Fundraising | $25,447 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $487,968 | TotalAmt |
| Program Services | $353,236 | ProgramServicesAmt |
| Management And General | $32,321 | ManagementAndGeneralAmt |
| Fundraising | $102,411 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,944 | TotalAmt |
| Program Services | $3,579 | ProgramServicesAmt |
| Management And General | $327 | ManagementAndGeneralAmt |
| Fundraising | $1,038 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,486 | TotalAmt |
| Program Services | $38,718 | ProgramServicesAmt |
| Management And General | $3,543 | ManagementAndGeneralAmt |
| Fundraising | $11,225 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,891 | TotalAmt |
| Program Services | $57,109 | ProgramServicesAmt |
| Management And General | $5,225 | ManagementAndGeneralAmt |
| Fundraising | $16,557 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,282 | TotalAmt |
| Program Services | $2,966 | ProgramServicesAmt |
| Management And General | $1,387 | ManagementAndGeneralAmt |
| Fundraising | $929 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,432 | TotalAmt |
| Program Services | $7,976 | ProgramServicesAmt |
| Management And General | $3,867 | ManagementAndGeneralAmt |
| Fundraising | $2,589 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,322 | TotalAmt |
| Program Services | $227,322 | ProgramServicesAmt |
| Fundraising | $28,000 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,725 | TotalAmt |
| Program Services | $216,549 | ProgramServicesAmt |
| Management And General | $20,385 | ManagementAndGeneralAmt |
| Fundraising | $51,791 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,345 | TotalAmt |
| Program Services | $14,438 | ProgramServicesAmt |
| Management And General | $2,939 | ManagementAndGeneralAmt |
| Fundraising | $1,968 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,666 | TotalAmt |
| Program Services | $23,666 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,541 | TotalAmt |
| Program Services | $76,776 | ProgramServicesAmt |
| Management And General | $1,722 | ManagementAndGeneralAmt |
| Fundraising | $21,043 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,392 | TotalAmt |
| Program Services | $337,455 | ProgramServicesAmt |
| Management And General | $593 | ManagementAndGeneralAmt |
| Fundraising | $1,344 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,678 | TotalAmt |
| Program Services | $8,664 | ProgramServicesAmt |
| Management And General | $4,201 | ManagementAndGeneralAmt |
| Fundraising | $2,813 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,041 | TotalAmt |
| Program Services | $4,031 | ProgramServicesAmt |
| Management And General | $1,803 | ManagementAndGeneralAmt |
| Fundraising | $1,207 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Tuition | $64,400 | $64,400 | ||
| SmartBrief | $22,444 | $22,444 | ||
| Miscellaneous | $11,101 | $7,130 | $1,714 | $2,257 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,008,126 | TotalAmt |
| Program Services | $1,623,158 | ProgramServicesAmt |
| Management And General | $94,365 | ManagementAndGeneralAmt |
| Fundraising | $290,603 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,560 | BOYAmt |
| EOY | $268,875 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,991 | BOYAmt |
| EOY | $20,814 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,451 | BOYAmt |
| EOY | $362,500 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $46,089 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $37,785 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,981 | BOYAmt |
| EOY | $8,304 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $434,983 | BOYAmt |
| EOY | $660,493 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,609 | BOYAmt |
| EOY | $230,636 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,500 | BOYAmt |
| EOY | $193,016 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,109 | BOYAmt |
| EOY | $423,652 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$314,598 | BOYAmt |
| EOY | -$409,961 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,472 | BOYAmt |
| EOY | $646,802 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,874 | BOYAmt |
| EOY | $236,841 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $434,983 | BOYAmt |
| EOY | $660,493 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $164,967 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,825,075 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,945,595 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,154,594 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,098,173 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,050,475 | CurrentTaxYearAmt |
| Total | $11,073,912 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,825,075 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,945,595 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,154,594 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,098,173 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,050,475 | CurrentTaxYearAmt |
| Total | $11,073,912 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,054,429 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,019,483 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,069 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $495 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $330 | CurrentTaxYearMinus2YearsAmt |
| Total | $1,894 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,345 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,550 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,283 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,627 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,008 | CurrentTaxYearAmt |
| Total | $29,813 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,105,619 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $575,030 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90220 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92140 | 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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,089 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,785 | DepreciationAmt |
| Book Value | $8,304 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,304 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to related entity | Desc |
| Amt | $193,016 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $193,016 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,418,083 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $244,990 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $244,990 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,173,093 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,173,093 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,253,116 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $244,990 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $244,990 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,008,126 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,008,126 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | Management evaluated the Institute's tax positions, and concluded that the Institute's financial statements do not include any uncertain tax positions. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Charles Wolfe | PersonNm |
| Title | Former President & CEO | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $112,500 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $8,750 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $121,250 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 4a | FormAndLineReferenceDesc |
| Explanation | During 2015, Charles Wolfe, the organization's former President & CEO received severance payments from the organization in the amount of $112,500. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | The Audit Committee reviews the Form 990 in detail. The Board is then provided a copy prior to filing. |
| Form 990, Part VI, Section B, line 12c | Board members sign an Annual Conflict of Interest and Gift Policy Disclosure Statement. |
| Form 990, Part VI, Section B, line 15 | The CEO's compensation is determined by the Board of Directors. The Board surveys the compensation of similar organizations in similar non-profit fields as a benchmark when negotiating the CEO's base compensation. |
| Form 990, Part VI, Section C, line 19 | The Insitute makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. |
| Form 990, Part IX, line 11g | Consultants: Program service expenses 113,202. Management and general expenses 0. Fundraising expenses 0. Total expenses 113,202. Training: Program service expenses 114,120. Management and general expenses 0. Fundraising expenses 0. Total expenses 114,120. Fundraising: Program service expenses 0. Management and general expenses 0. Fundraising expenses 28,000. Total expenses 28,000. |
| Form 990, Part XII, Line 2c: | The Institute's Board of Directors assumes responsibility for the oversight of the audit, including the selection of the independent accountant. The process is consistent with previous years. |
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