BOOK INDUSTRY CHARITABLE FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BOOK INDUSTRY CHARITABLE FOUNDATION (EIN 38-3279018)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-05
- IRS object ID
- 201611269349301416
- 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 | 2016-05-05T13:45:06-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1098 WOODWARD AVE | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48226 | 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 | 383279018 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOOK INDUSTRY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOOK | BusinessNameControlTxt |
| Phone | 7344774789 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 713 W ELLSWORTH ROAD NO A | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ALTHOEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7344774789 | PhoneNum |
| Signature | 2016-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLIE L GOINES | PreparerPersonNm |
| PTIN | P00239246 | PTIN |
| Phone | 3134967200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BORDERS GROUP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANNE KUBEK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 713 W ELLSWORTH ROAD NO A | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,004,354 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BINCFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | THE CENTERPIECE PROGRAM PROVIDES SHORT-TERM FINANCIAL ASSISTANCE TO BOOK INDUSTRY EMPLOYEES, INCLUDING BOOKSTORE OWNERS/OPERATORS, BOOKSELLERS, BOOK BUYERS AND FORMER BORDERS EMPLOYEES AND THEIR IMMEDIATE FAMILIES WHO HAVE DEMONSTRATED FINANCIAL NEED ARISING FROM SEVERE HARDSHIP AND/OR EMERGENCY CIRCUMSTANCES, INCLUDING BUT NOT LIMITED TO, DISASTER RELIEF, DOMESTIC VIOLENCE, SERIOUS MEDICAL CONDITION, OR LOSS OF HOUSEHOLD INCOME SUCH AS DIVORCE OR SEPARATION, DEATH OF AN EMPLOYEE OR IMMEDIATE FAMILY MEMBER. ADDITIONALLY, THE BOOK INDUSTRY CHARITABLE FOUNDATION MADE AVAILABLE OTHER TOOLS TO HELP AFFECTED EMPLOYEES DEAL WITH ONGOING FINANCIAL CHALLENGES. THESE TOOLS INCLUDE HEALTH CARE RESOURCE DIRECTORIES, BUDGET PLANNING GUIDES AND FINANCIAL MANGEMENT TOOLS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 35 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $42,646 | PYContributionsGrantsAmt |
| CY Contributions Grants | $69,393 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $32,775 | PYInvestmentIncomeAmt |
| CY Investment Income | $126,224 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $75,421 | PYTotalRevenueAmt |
| CY Total Revenue | $195,617 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $283,343 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $261,503 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $182,071 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $189,865 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $79,415 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $92,299 | PYOtherExpensesAmt |
| CY Other Expenses | $111,020 | CYOtherExpensesAmt |
| PY Total Expenses | $557,713 | PYTotalExpensesAmt |
| CY Total Expenses | $562,388 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$482,292 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$366,771 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,010,756 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,475,193 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,827 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $28,886 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,000,929 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,446,307 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO STRENGTHEN THE BOOKSELLING COMMUNITY THROUGH CHARITABLE PROGRAMS THAT SUPPORT EMPLOYEES AND THEIR FAMILIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $63,929 | ExpenseAmt |
| Grant | $47,279 | GrantAmt |
| Desc | FINANCIAL ASSISTANCE PROGRAM - PROVIDES ASSISTANCE TO EMPLOYEES AND FORMER EMPLOYEES. THIS CENTERPIECE PROGRAM PROVIDES SHORT-TERM FINANCIAL ASSISTANCE TO BOOK INDUSTRY EMPLOYEES AND FORMER BORDERS EMPLOYEES AND THEIR IMMEDIATE FAMILIES WHO HAVE DEMONSTRATED FINANCIAL NEED ARISING FROM SEVERE HARDSHIP AND/OR EMERGENCY CIRCUMSTANCES, INCLUDING BUT NOT LIMITED TO, DISASTER RELIEF, SERIOUS MEDICAL CONDITION, LOSS OF HOUSEHOLD INCOME DUE TO DEATH OF EMPLOYEE OR IMMEDIATE FAMILY MEMBER, DIVORCE OR SEPARATION OR PARTNER'S/SPOUSE'S JOB LOSS. ADDITIONALLY, THE BOOK INDUSTRY CHARITABLE FOUNDATION MADE AVAILABLE OTHER TOOLS TO HELP AFFECTED EMPLOYEES DEAL WITH ONGOING FINANCIAL CHALLENGES. THESE TOOLS INCLUDE RESOURCE DIRECTORIES, BUDGET PLANNING GUIDES AND FINANCIAL MANAGEMENT TOOLS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $282,134 | ExpenseAmt |
| Grant | $200,000 | GrantAmt |
| Desc | POST SECONDARY SCHOLARSHIPS: A MERIT AND NEEDS BASED SCHOLARSHIP PROGRAM TO ASSIST FORMER BORDERS EMPLOYEES AND THE DEPENDENTS OF EMPLOYEES WITH THE COSTS OF HIGHER EDUCATION, INCLUDING UNDERGRADUATE, GRADUATE, VOCATIONAL, AND TECHNICAL STUDIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,529 | ExpenseAmt |
| Grant | $12,224 | GrantAmt |
| Desc | PROFESSIONAL SCHOLARSHIPS - A NEEDS BASED SCHOLARSHIP PROGRAM TO ASSIST CURRENT BOOK INDUSTRY EMPLOYEES WITH THE COSTS OF EXPANDING THEIR KNOWLEDGE OF THE INDUSTRY, SMALL BUSINESS OPERATIONS OR BOOK KNOWLEDGE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,704 | ExpenseAmt |
| Grant | $2,000 | GrantAmt |
| Desc | MATCHING GRANTS PROGRAM - THIS PROGRAM ALLOWS OUR TARGETED CLIENTS TO COLLECT UP TO $2,000 FOR A SPECIFICALLY STATED HARDSHIP AND AFTER VERIFICATION THE FOUNDATION WILL MATCH DOLLAR FOR DOLLAR THE AMOUNT COLLECTED UP TO $2,000. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,704 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,000 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $365,296 | 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 | 0 | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2 | 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | 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 | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | 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 | MS | 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 | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | 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 | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID ALTHOEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7344774789 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 713 W ELLSWORTH ROAD NO A | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48108 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SEPTEMBER WYNNE | ||||||
| DIRECTOR, VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRISTIE ROEHL | ||||||
| DIRECTOR, SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID ALTHOEN | ||||||
| DIRECTOR, TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANNE KUBEK | ||||||
| DIRECTOR, CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LORI TUCKER-SULLIVAN | ||||||
| DIRECTOR, PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROCKELLE HENDERSON | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| WANDA JEWELL | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MARY JANE KARWOSKI | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DEB LEONARD | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KATE MCCUNE | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ANNE PHILBRICK | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JULIA COWLISHAW | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KEN WHITE | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW GILDEA | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PAMELA FRENCH | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $99,306 | $0 | $6,410 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $99,306 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,410 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $69,393 | AllOtherContributionsAmt |
| Noncash Contributions | $1,477 | NoncashContributionsAmt |
| Total Contributions | $69,393 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,564 | TotalRevenueColumnAmt |
| Exclusion | $52,564 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $882,397 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $808,737 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $73,660 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,660 | TotalRevenueColumnAmt |
| Exclusion | $73,660 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $195,617 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $126,224 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,503 | TotalAmt |
| Program Services | $261,503 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,204 | TotalAmt |
| Program Services | $54,102 | ProgramServicesAmt |
| Management And General | $21,641 | ManagementAndGeneralAmt |
| Fundraising | $32,461 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,264 | TotalAmt |
| Program Services | $12,030 | ProgramServicesAmt |
| Management And General | $36,215 | ManagementAndGeneralAmt |
| Fundraising | $8,019 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,609 | TotalAmt |
| Program Services | $5,163 | ProgramServicesAmt |
| Management And General | $6,242 | ManagementAndGeneralAmt |
| Fundraising | $3,204 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,788 | TotalAmt |
| Program Services | $4,295 | ProgramServicesAmt |
| Management And General | $3,861 | ManagementAndGeneralAmt |
| Fundraising | $2,632 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,703 | TotalAmt |
| Management And General | $15,703 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,524 | TotalAmt |
| Management And General | $11,524 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,315 | TotalAmt |
| Management And General | $2,315 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,972 | TotalAmt |
| Management And General | $1,972 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,463 | TotalAmt |
| Program Services | $8,270 | ProgramServicesAmt |
| Management And General | $6,231 | ManagementAndGeneralAmt |
| Fundraising | $4,962 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,465 | TotalAmt |
| Program Services | $8,233 | ProgramServicesAmt |
| Management And General | $3,293 | ManagementAndGeneralAmt |
| Fundraising | $4,939 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $770 | TotalAmt |
| Management And General | $770 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3 | TotalAmt |
| Management And General | $3 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,229 | TotalAmt |
| Management And General | $2,229 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| MARKETING | $21,544 | $21,544 | ||
| SCHOLARSHIP MANAGEMENT | $11,700 | $11,700 | ||
| BANK SERVICE CHARGES | $2,218 | $2,218 | ||
| LICENCE AND FEES EXPENS | $1,916 | $1,916 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,198 | TotalAmt |
| Management And General | $1,544 | ManagementAndGeneralAmt |
| Fundraising | $1,654 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $562,388 | TotalAmt |
| Program Services | $365,296 | ProgramServicesAmt |
| Management And General | $117,677 | ManagementAndGeneralAmt |
| Fundraising | $79,415 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $826,693 | BOYAmt |
| EOY | $531,693 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,679,733 | BOYAmt |
| EOY | $135,907 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,416 | BOYAmt |
| EOY | $5,487 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $497,714 | BOYAmt |
| EOY | $1,800,906 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,200 | BOYAmt |
| EOY | $1,200 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,010,756 | BOYAmt |
| EOY | $2,475,193 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,827 | BOYAmt |
| EOY | $15,289 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $13,597 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,827 | BOYAmt |
| EOY | $28,886 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,292,422 | BOYAmt |
| EOY | $1,787,878 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $708,507 | BOYAmt |
| EOY | $658,429 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,000,929 | BOYAmt |
| EOY | $2,446,307 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,010,756 | BOYAmt |
| EOY | $2,475,193 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$366,771 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$187,851 | 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 | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| 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 | $2,864 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,025 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,646 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,393 | CurrentTaxYearAmt |
| Total | $153,949 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,864 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,025 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,646 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,393 | CurrentTaxYearAmt |
| Total | $153,949 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $24,060 | SubstantialContributorsTotAmt |
| Public Support Total170 | $129,889 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $53,098 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,770 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,337 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,277 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,564 | CurrentTaxYearAmt |
| Total | $219,046 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,847 | CurrentTaxYearMinus4YearsAmt |
| Total | $10,847 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $383,842 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $69,618 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.33840 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66360 | 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) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DERIVATIVES LIABILITY | Desc |
| Amt | $13,597 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,597 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FINANCIAL ASSISTANCE | 26 | $47,279 |
| EMPLOYEE SCHOLARSHIPS | 53 | $200,000 |
| MATCHING GRANTS | 1 | $2,000 |
| PROFESSIONAL SCHOLARSHIPS | 17 | $12,224 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE USE OF GRANT FUNDS IS MONITORED IN TWO WAYS. FIRST, THROUGH THE DUE DILIGENCE RESEARCH OF THE PROGRAMS MANAGER WHEN ASSESSING THE INTIAL GRANT REQUEST AND POTENTIAL GRANT AMOUNT. THE GRANT APPLICANT MUST PROVIDE ALL RELEVANT DOCUMENTATION OF EXPENSES AND THE PROGRAM MANAGER VERIFIES THAT A VALID QUALIFYING EVENT HAS OCCURRED AND THAT THE NEED DOES EXIST. SECOND, ONCE A GRANT IS APPROVED, PAYMENTS ARE NOT MADE DIRECTLY TO THE GRANT RECIPIENT, INSTEAD PAYMENTS ARE MADE DIRECTLY TO THE SERVICE PROVIDER/COMPANY ON BEHALF OF THE GRANT RECIPIENT. EXAMPLES OF SERVICE PROVIDERS/COMPANIES INCLUDE: UTILITY COMPANIES, MORTGAGE LENDERS, MEDICAL PROVIDERS AND FUNERAL SERVICE PROVIDERS. IN ADDITION, WHEN PAYMENTS/FUNDS ARE SENT TO A PROVIDER/COMPANY THE GRANT RECIPIENT'S ACCOUNT INFORMATION IS INCLUDED SO THAT PAYMENT IS APPLIED PROPERLY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE EXECUTIVE COMMITTEE (PRESIDENT, VICE PRESIDENT, SECRETARY, AND TREASURER) WILL REVIEW THE FULL AND COMPLETE 990 PRIOR TO FILING, AND THE FULL AND COMPLETE 990 WILL BE ISSUED ELECTRONICALLY TO ALL BOARD MEMBERS PRIOR TO FILING FOR THEIR FEEDBACK. IN ADDITION, THE 990 WILL BE REVIEWED AT THE FIRST BOARD MEETING AFTER THE 990 HAS BEEN FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY IS REVIEWED EACH YEAR WHEN NEW BOD MEMBERS ARE ADDED. ALL BOD MEMBERS ARE REQUIRED TO SIGN AND RETURN THE CONFLICT OF INTEREST STATEMENT WHEN THEY JOIN THE BOARD. IN ADDITION, THE BOARD MEMBER ROLE DESCRIPTION INCLUDES A CONFLICT OF INTEREST STATEMENT AND THE STATEMENT IS REVIEWED AT THE FIRST BOD MEETING OF EVERY FISCAL YEAR. THE CONFLICT OF INTEREST POLICY APPLIES TO ALL STAFF AND VOLUNTEERS, INCLUDING BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 15A | A SALARY REVIEW AND TITLE REVIEW WERE CONDUCTED BY THE PRESIDENT OF THE BOD AND SHARED WITH THE OTHER EXECUTIVE COMMITTEE MEMBERS. THIS INCLUDED COLLECTING BENCHMARK DATA ON SALARY, TITLE AND RESPONSIBILITIES. THE SURVEY WAS CONDUCTED THROUGH THE BORDERS COMPENSATION DEPARTMENT IN THE FALL OF 2008. THE COMPENSATION ARRANGEMENT HAS NOT CHANGED SINCE THAT TIME. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | NO CHANGES TO PROCESS OF AUDIT COMMITTEE'S OVERSIGHT RESPONSIBILITIES WERE NOTED IN 2015. |
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