CENTER FOR EFFECTIVE PHILANTHROPY INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CENTER FOR EFFECTIVE PHILANTHROPY INC (EIN 04-3523528)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201601349349304545
- 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 | 2016-05-13T13:51:21-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203985546 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON O'CONNOR FERON & CARUCCI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 EDGEWATER DRIVE SUITE 210 | AddressLine1Txt |
| City | WAKEFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01880 | 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 | 043523528 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CENTER FOR EFFECTIVE PHILANTHROPY | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CENT | BusinessNameControlTxt |
| Phone | 6174920800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 MASSACHUSETTS AVE STE 7 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021393309 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHIL BUCHANAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6174920800 | PhoneNum |
| Signature | 2016-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SEAN DONLAN | PreparerPersonNm |
| PTIN | P00300343 | PTIN |
| Phone | 7819143400 | PhoneNum |
| Preparation | 2016-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PHIL BUCHANAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 MASSACHUSETTS AVENUE SUITE 7 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021393309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,555,344 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EFFECTIVEPHILANTHROPY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | CEP'S MISSION IS TO PROVIDE DATA AND CREATE INSIGHT SO PHILANTHROPIC FUNDERS CAN BETTER DEFINE, ASSESS, AND IMPROVE THEIR EFFECTIVENESS - AND, AS A RESULT, THEIR INTENDED IMPACT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 47 | TotalEmployeeCnt |
| Total Volunteers | 47 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,689,584 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,629,649 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,331,877 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,891,105 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,517 | PYInvestmentIncomeAmt |
| CY Investment Income | $34,590 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $6,031,978 | PYTotalRevenueAmt |
| CY Total Revenue | $7,555,344 | 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 | $3,961,282 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,497,158 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $111,297 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,742,717 | PYOtherExpensesAmt |
| CY Other Expenses | $2,593,926 | CYOtherExpensesAmt |
| PY Total Expenses | $5,703,999 | PYTotalExpensesAmt |
| CY Total Expenses | $7,091,084 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $327,979 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $464,260 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,661,523 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,077,042 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $644,890 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $631,706 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,016,633 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,445,336 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CEP'S MISSSION IS TO PROVIDE DATA AND CREATE INSIGHT SO PHILANTHROPIC FUNDERS CAN BETTER DEFINE, ASSESS, AND IMPROVE THEIR EFFECTIVENESS - AND, AS A RESULT, THEIR INTENDED IMPACT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,729,487 | ExpenseAmt |
| Revenue | $2,891,105 | RevenueAmt |
| Desc | THE MISSION OF THE CENTER FOR EFFECTIVE PHILANTHROPY (CEP) IS TO PROVIDE DATA AND CREATE INSIGHT SO PHILANTHROPIC FUNDERS CAN BETTER DEFINE, ASSESS, AND IMPROVE THEIR EFFECTIVENESS - AND, AS A RESULT, THEIR INTENDED IMPACT. CEP PURSUES THIS MISSION THROUGH DATA COLLECTION AND RESEARCH THAT FUELS THE CREATION OF ASSESSMENTS, PUBLICATIONS, AND PROGRAMMING. IN 2015, CEP CONDUCTED STUDIES THAT RESULTED IN THE REPORTS, "ASSESSING TO ACHIEVE HIGH PERFORMANCE: WHAT NONPROFITS ARE DOING AND HOW FOUNDATIONS CAN HELP," "INVESTING AND SOCIAL IMPACT: PRACTICES OF PRIVATE FOUNDATIONS, AND "BENCHMARKING FOUNDATION GOVERNANCE." CEP DELIVERED 87 ASSESSMENTS TO FOUNDATIONS AND GRANTMAKERS IN 2015, INCLUDING THE GRANTEE PERCEPTION REPORT (GPR), THE APPLICANT PERCEPTION REPORT (APR), THE STAFF PERCEPTION REPORT (SPR), AND THE DONOR PERCEPTION REPORT (DPR). CEP ALSO COMPLETED SEVEN ADVISORY SERVICES ENGAGEMENTS WITH FOUNDATION CLIENTS. IN ADDITION, CEP CONTINUED ITS WORK COLLECTING BENEFICIARY FEEDBACK FROM STUDENTS TO INFORM DECISION-MAKING IN SCHOOLS AND DISTRICTS THROUGH THE YOUTHTRUTH PROJECT. CEP HOSTED ITS BIENNIAL NATIONAL CONFERENCE IN MAY 2015 IN SAN FRANCISCO, AND STAFF PARTICIPATED IN A NUMBER OF SPEAKING ENGAGEMENTS AT NATIONAL AND REGIONAL EVENTS AND CONVENINGS. CEP RELEASED NUMEROUS COMMUNICATIONS THROUGH THE CEP BLOG, NEWSLETTER, MENTIONS AND PLACEMENTS IN ONLINE AND PRINT MEDIA PUBLICATIONS, AND SOCIAL MEDIA OUTLETS INCLUDING TWITTER AND FACEBOOK. | Desc |
| Total Program Service Expenses | $5,729,487 | 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 | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 47 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | 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 | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXSANDRA OCASIO | PersonNm |
| Phone | 6174920800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 MASSACHUSETTS AVENUE SUITE 700 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021393309 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| GRANT OLIPHANT | ||||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TIFFANY COOPER GUEYE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CRYSTAL HAYLING | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHRYN MERCHANT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DICK OBER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HILARY PENNINGTON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTY PICHEL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NADYA SHMAVONIAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VINCE STEHLE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FAY TWERSKY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LYNN PERRY WOOTEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PHIL BUCHANAN | ||||||||
| PRESIDENT | 50.00 | Yes (X) | $437,909 | $0 | $30,559 | Yes (X) | ||
| KEVIN BOLDUC | ||||||||
| VP, ASSESSMENT & ADVISORY SERVICES | 50.00 | $211,414 | $0 | $20,415 | Yes (X) | |||
| ELLIE BUTEAU | ||||||||
| VICE PRESIDENT, RESEARCH | 50.00 | $179,333 | $0 | $19,171 | Yes (X) | |||
| JENNIFER WILKA | ||||||||
| EXECUTIVE DIRECTOR, YOUTHTRUTH | 50.00 | $173,259 | $0 | $8,919 | Yes (X) | |||
| ALEX OCASIO | ||||||||
| DIRECTOR, FINANCE AND ADM | 50.00 | $128,893 | $0 | $11,761 | Yes (X) | |||
| GRACE NICOLETTE PART TIME | ||||||||
| DIRECTOR, PROGRAMMING & EXTERNAL RELATIONS | 39.00 | $113,495 | $0 | $20,446 | Yes (X) | |||
| ALYSE D'AMICO PART TIME | ||||||||
| DIRECTOR, HUMAN CAPITAL | 30.00 | $91,115 | $0 | $4,557 | Yes (X) | |||
| AUSTIN LONG | ||||||||
| DIRECTOR, ASSESSMENT & ADVISORY SERVICES | 50.00 | $151,628 | $0 | $12,814 | Yes (X) | |||
| ROBERT CORREIA JR FORMER | ||||||||
| FORMER DIRECTOR OF FINANCE AND AD | 50.00 | $101,982 | $0 | $6,761 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,589,028 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $135,403 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| QUICK LEFT INC | |||||
| 902 PEARL STREET | BOULDER | CO | 80302 | ONLINE APP DESIGN | $263,220 |
| BOSTON IT SERVICES | |||||
| 711 ATLANTIC AVENUE | BOSTON | MA | 02111 | TECH SUPPORT | $180,054 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,629,649 | AllOtherContributionsAmt |
| Total Contributions | $4,629,649 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ASSESSMENT TOOLS | 541900 | $2,602,305 | $2,602,305 |
| CONFERENCE REGISTRATIO | 541610 | $279,190 | $279,190 |
| SPEAKING FEE | 541610 | $9,610 | $9,610 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,891,105 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,590 | TotalRevenueColumnAmt |
| Exclusion | $34,590 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,555,344 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,891,105 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $34,590 | 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 | $1,589,028 | TotalAmt |
| Program Services | $1,271,222 | ProgramServicesAmt |
| Management And General | $286,025 | ManagementAndGeneralAmt |
| Fundraising | $31,781 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,214,752 | TotalAmt |
| Program Services | $1,764,686 | ProgramServicesAmt |
| Management And General | $408,814 | ManagementAndGeneralAmt |
| Fundraising | $41,252 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,878 | TotalAmt |
| Program Services | $122,302 | ProgramServicesAmt |
| Management And General | $27,518 | ManagementAndGeneralAmt |
| Fundraising | $3,058 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,812 | TotalAmt |
| Program Services | $221,298 | ProgramServicesAmt |
| Management And General | $48,360 | ManagementAndGeneralAmt |
| Fundraising | $5,154 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,688 | TotalAmt |
| Program Services | $213,450 | ProgramServicesAmt |
| Management And General | $47,137 | ManagementAndGeneralAmt |
| Fundraising | $5,101 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,220 | TotalAmt |
| Program Services | $18,576 | ProgramServicesAmt |
| Management And General | $4,644 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,100 | TotalAmt |
| Management And General | $40,100 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $723,628 | TotalAmt |
| Program Services | $613,648 | ProgramServicesAmt |
| Management And General | $106,871 | ManagementAndGeneralAmt |
| Fundraising | $3,109 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,472 | TotalAmt |
| Program Services | $15,175 | ProgramServicesAmt |
| Management And General | $297 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,878 | TotalAmt |
| Program Services | $54,532 | ProgramServicesAmt |
| Management And General | $12,043 | ManagementAndGeneralAmt |
| Fundraising | $1,303 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,772 | TotalAmt |
| Program Services | $162,904 | ProgramServicesAmt |
| Management And General | $36,975 | ManagementAndGeneralAmt |
| Fundraising | $2,893 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,366 | TotalAmt |
| Program Services | $336,195 | ProgramServicesAmt |
| Management And General | $98,659 | ManagementAndGeneralAmt |
| Fundraising | $8,512 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,969 | TotalAmt |
| Program Services | $116,467 | ProgramServicesAmt |
| Management And General | $25,719 | ManagementAndGeneralAmt |
| Fundraising | $2,783 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $351,791 | TotalAmt |
| Program Services | $351,791 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,551 | TotalAmt |
| Program Services | $161,923 | ProgramServicesAmt |
| Management And General | $37,758 | ManagementAndGeneralAmt |
| Fundraising | $1,870 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $106,826 | $87,323 | $18,952 | $551 |
| MEALS & ENTERTAINMENT | $73,649 | $59,169 | $13,066 | $1,414 |
| EQUIPMENT RENTAL | $56,632 | $45,498 | $10,047 | $1,087 |
| PROFESSIONAL DEVELOPMEN | $37,345 | $34,032 | $3,313 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,727 | TotalAmt |
| Program Services | $79,296 | ProgramServicesAmt |
| Management And General | $24,002 | ManagementAndGeneralAmt |
| Fundraising | $1,429 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,091,084 | TotalAmt |
| Program Services | $5,729,487 | ProgramServicesAmt |
| Management And General | $1,250,300 | ManagementAndGeneralAmt |
| Fundraising | $111,297 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,211,149 | BOYAmt |
| EOY | $296,351 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,681,125 | BOYAmt |
| EOY | $3,549,312 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,197,034 | BOYAmt |
| EOY | $2,073,833 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,962 | BOYAmt |
| EOY | $382,543 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,683 | BOYAmt |
| EOY | $69,019 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,647,329 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,021,670 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,179 | BOYAmt |
| EOY | $625,659 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,521 | BOYAmt |
| EOY | $20,055 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,870 | BOYAmt |
| EOY | $60,270 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,661,523 | BOYAmt |
| EOY | $7,077,042 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $335,284 | BOYAmt |
| EOY | $411,599 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,606 | BOYAmt |
| EOY | $189,845 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $30,262 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $644,890 | BOYAmt |
| EOY | $631,706 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,540,158 | BOYAmt |
| EOY | $3,615,179 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,476,475 | BOYAmt |
| EOY | $2,830,157 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,016,633 | BOYAmt |
| EOY | $6,445,336 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,661,523 | BOYAmt |
| EOY | $7,077,042 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $464,260 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$35,557 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,227,983 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,410,285 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,631,618 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,689,584 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,629,649 | CurrentTaxYearAmt |
| Total | $19,589,119 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,990,787 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,170,504 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,321,999 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,331,877 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,891,105 | CurrentTaxYearAmt |
| Total | $14,706,272 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,218,770 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,580,789 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,953,617 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,021,461 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,520,754 | CurrentTaxYearAmt |
| Total | $34,295,391 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,733,450 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,074,698 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $523,817 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $174,477 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,491 | CurrentTaxYearAmt |
| Total | $3,591,933 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,733,450 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,074,698 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $523,817 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $174,477 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,491 | CurrentTaxYearAmt |
| Total | $3,591,933 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $30,703,458 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,186 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,859 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,019 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,209 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,629 | CurrentTaxYearAmt |
| Total | $210,902 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,186 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,859 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,019 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,209 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,629 | CurrentTaxYearAmt |
| Total | $210,902 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,250,956 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,624,648 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,005,636 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,065,670 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,559,383 | CurrentTaxYearAmt |
| Total | $34,506,293 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.88980 | PublicSupportCY509Pct |
| Public Support PY509 | 0.83150 | PublicSupportPY509Pct |
| Investment Income CY | 0.00610 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00710 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $225,444 | OtherCostOrOtherBasisAmt |
| Depreciation | $225,444 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,180,574 | OtherCostOrOtherBasisAmt |
| Depreciation | $796,226 | DepreciationAmt |
| Book Value | $384,348 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $241,311 | OtherCostOrOtherBasisAmt |
| Book Value | $241,311 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $625,659 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TENANT SECURITY DEPOSIT PAYABLE | Desc |
| Amt | $30,262 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $30,262 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,520,754 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,520,754 | RevenueSubtotalAmt |
| Other Revenues Not Included | $34,590 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $34,590 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,555,344 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,091,084 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,091,084 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,091,084 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION REGULARLY REVIEWS AND EVALUATES ITS TAX POSITIONS TAKEN IN ITS FILED RETURNS AND RECOGNIZES THE BENEFIT FROM A TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE POSITION WOULD BE SUSTAINED UPON AUDIT BASED SOLELY ON THE TECHNICAL MERITS OF THE TAX POSITION. THE ORGANIZATION ACCRUES INTEREST AND PENALTIES ON UNCERTAIN TAX POSITIONS AS A COMPONENT OF THE PROVISION FOR INCOME TAXES. THE ORGANIZATION FILES FEDERAL, CALIFORNIA AND MASSACHUSETTS TAX RETURNS. THE STATUTE OF LIMITATIONS FOR THESE JURISDICTIONS IS GENERALLY THREE YEARS. THE ORGANIZATION HAD NO RETURNS UNDER EXAMINATION AS OF DECEMBER 31, 2015. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INTEREST AND DIVIDENDS NETTED AGAINST UNREALIZED LOSSES |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PHIL BUCHANAN | ||||||||||||||
| PRESIDENT | $337,137 | $0 | $100,772 | $0 | $0 | $0 | $18,331 | $0 | $18,826 | $0 | $475,066 | $0 | $0 | $0 |
| KEVIN BOLDUC | ||||||||||||||
| VP, ASSESSMENT & ADVISORY SERVICES | $167,893 | $0 | $43,521 | $0 | $0 | $0 | $9,383 | $0 | $12,712 | $0 | $233,509 | $0 | $0 | $0 |
| ELLIE BUTEAU | ||||||||||||||
| VICE PRESIDENT, RESEARCH | $142,645 | $0 | $36,688 | $0 | $0 | $0 | $8,704 | $0 | $11,775 | $0 | $199,812 | $0 | $0 | $0 |
| JENNIFER WILKA | ||||||||||||||
| EXECUTIVE DIRECTOR, YOUTHTRUTH | $137,535 | $0 | $35,724 | $0 | $0 | $0 | $4,985 | $0 | $5,350 | $0 | $183,594 | $0 | $0 | $0 |
| AUSTIN LONG | ||||||||||||||
| DIRECTOR, ASSESSMENT & ADVISORY SERV | $124,560 | $0 | $27,068 | $0 | $0 | $0 | $7,652 | $0 | $6,350 | $0 | $165,630 | $0 | $0 | $0 |
| ROBERT CORREIA JR FORMER | ||||||||||||||
| FORMER DIRECTOR OF FINANCE AND AD | $101,982 | $0 | $0 | $0 | $0 | $0 | $2,397 | $0 | $4,774 | $0 | $109,153 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PAID MARNY SUMRALL THE AMOUNT OF $29,932.70. THE ORGANIZATION PAID ROBERT CORREIA THE AMOUNT OF $40,341.66. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | CEP STAFF DISTRIBUTES ITS DRAFT 990 TO ALL BOARD MEMBERS. IN PARTICULAR, THE BOARD CHAIR, THE AUDIT & FINANCE COMMITTEE CHAIR, AND THE COMPENSATION COMMITTEE CHAIR ARE ASKED TO REVIEW AND APPROVE PRIOR TO FILING. ANY CONCERNS ARE BROUGHT TO THE ATTENTION OF CEP'S DIRECTOR OF FINANCE AND ADMINISTRAION FOR DISCUSSION AND RESOLUTION. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, EACH BOARD MEMBER AND KEY EMPLOYEE COMPLETES, SIGNS, AND DELIVERS TO THE PRESIDENT AN ANNUAL AFFILIATION DISCLOSURE STATEMENT NAMING ANY AFFILIATION WITH CEP'S COMPETING/COLLABORATING ORGANIZATIONS, VENDORS AND CONSULTANTS. ALL RESPONSES ARE REVIEWED BY THE BOARD OF DIRECTORS' CLERK. ANY RESPONSES RAISING CONCERN ARE BROUGHT TO THE ATTENTION OF THE PRESIDENT, AND, IN THE CASE OF BOARD MEMBERS OR THE PRESIDENT, TO THE CHAIR OF THE BOARD GOVERNANCE COMMITTEE TO BE ADDRESSED AND RESOLVED IN COMPLIANCE WITH THE ORGANIZATION'S POLICY REGARDING CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | CEP ENGAGES THE SERVICES OF INDEPENDENT COMPENSATION CONSULTANTS TO REVIEW ITS COMPENSATION APPROACH AND STRUCTURE FOR ALL POSITIONS (EXCLUDING THE PRESIDENT) ON A THREE YEAR INTERVAL AND FOR NEW POSITIONS AS NECESSARY. CEP ENGAGES THE SERVICES OF INDEPENDENT COMPENSATION CONSULTANTS TO REVIEW ITS COMPENSATION APPROACH AND STRUCTURE FOR THE PRESIDENT EVERY SEVERAL YEARS AS DETERMINED BY THE COMPENSATION COMMITTEE OF THE BOARD. THE CONSULTANTS COMPILE AND ANALYZE SALARY DATA FOR POSTIONS COMPARABLE (BASED ON SCOPE OF RESPONSIBILITIES, MANAGEMENT AUTHORITY AND ORGANIZATION REVENUES) TO THE POSTIONS OF CEP EMPLOYEES, UTILIZING PUBLISHED SURVEY RESOURCES AND MARKET ANALYSES, DATA FROM THEIR OWN CLIENT DATABASE, AND, AS AVAILABLE, DATA REPORTED IN IRS FORMS 990 FOR ORGANIZATIONS PROVIDING SIMILAR SERVICES. AS PART OF THE PROCESS, THE CONSULTANTS OFTEN INTERVIEW EMPLOYEES TO GAIN A MORE COMPLETE UNDERSTANDING OF THEIR POSITIONS. FOR THE PRESIDENT: IN 2014 AN INDEPENDENT CONSULTANT PREPARED A BENCHMARKING REPORT SUMMARIZING METHODOLOGY, FINDINGS, AND RECOMMENDATIONS WITH REGARD TO THE PRESIDENT'S COMPENSATION. HE REVIEWED THE REPORT WITH THE COMPENSATION COMMITTEE OF THE BOARD. THE REPORT INFORMED THE COMPENSATION COMMITTEE'S REVIEW AND DISCUSSION OF THE PRESIDENT'S COMPENSATION. DOCUMENTATION OF THE COMPENSATION COMMITTEE DISCUSSION AND DECISIONS REGARDING THE COMPENSATION OF THE PRESIDENT WERE CAPTURED, MAINTAINED, AND COMMUNICATED TO THE DIRECTOR OF FINANCE AND ADMINISTRATION, AND DIRECTOR OF HUMAN CAPITAL. FOR OFFICERS/KEY EMPLOYEES: THE INDEPENDENT CONSULTANTS PREPARE REPORTS SUMMARIZING THEIR METHODOLOGY, FINDINGS, AND RECOMMENDATIONS WITH REGARD TO COMPENSATION AND REVIEW THE REPORTS WITH CEP'S PRESIDENT, AND, AS APPROPRIATE, WITH THE DIRECTOR OF FINANCE AND ADMINISTRAION, AND DIRECTOR OF HUMAN CAPITAL. THE REPORTS INFORM COMPENSATION RECOMMENDATIONS FOR KEY EMPLOYEES MADE BY THE PRESIDENT TO THE COMPENSATION COMMITTEE OF THE BOARD FOR REVIEW, DISCUSSION AND APPROVAL. DOCUMENTATION OF THE DISCUSSION AND THE DECISION REGARDING THE COMPENSATION OF THE KEY EMPLOYEE IS CAPTURED AND MAINTAINED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ALL ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 613,648. MANAGEMENT AND GENERAL EXPENSES 106,871. FUNDRAISING EXPENSES 3,109. TOTAL EXPENSES 723,628. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |