VOLCKER ALLIANCE INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- VOLCKER ALLIANCE INC (EIN 45-4585989)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-03
- IRS object ID
- 202532769349301668
- Schema version
- 2024v5.2
- 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 | 2025-10-03T15:15:57-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131655065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND CARR CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 551 FIFTH AVENUE SUITE 400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454585989 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VOLCKER ALLIANCE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VOLC | BusinessNameControlTxt |
| Phone | 6463430155 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 BROADWAY 1930 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA MOGULESCU | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6463430155 | PhoneNum |
| Signature | 2025-09-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA DIGIAMO DIAZ | PreparerPersonNm |
| PTIN | P01994693 | PTIN |
| Phone | 2126972299 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SARA MOGULESCU | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 BROADWAY 1930 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,419,363 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.VOLCKERALLIANCE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2012 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE VOLCKER ALLIANCE EMPOWERS THE PUBLIC SECTOR WORKFORCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 26 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,076,200 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,590,117 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $50,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $264,667 | CYProgramServiceRevenueAmt |
| PY Investment Income | $129,929 | PYInvestmentIncomeAmt |
| CY Investment Income | $698,811 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,086 | PYOtherRevenueAmt |
| CY Other Revenue | $440 | CYOtherRevenueAmt |
| PY Total Revenue | $5,262,215 | PYTotalRevenueAmt |
| CY Total Revenue | $4,554,035 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $221,006 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $432,989 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,188,535 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,311,654 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $235,209 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,740,700 | PYOtherExpensesAmt |
| CY Other Expenses | $2,590,322 | CYOtherExpensesAmt |
| PY Total Expenses | $5,150,241 | PYTotalExpensesAmt |
| CY Total Expenses | $6,334,965 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $111,974 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,780,930 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,606,082 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,803,099 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,156,432 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,396,924 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,449,650 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,406,175 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE VOLCKER ALLIANCE IS A NONPROFIT FOUNDED BY FORMER FEDERAL RESERVE BOARD CHAIRMAN PAUL A. VOLCKER DEDICATED TO ADVANCING HIS VISION OF AN EMPOWERED PUBLIC SECTOR WORKFORCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,250,058 | ExpenseAmt |
| Grant | $432,989 | GrantAmt |
| Revenue | $264,667 | RevenueAmt |
| Desc | SEE SCHEDULE OOVERVIEWTHE VOLCKER ALLIANCE IS A NONPROFIT FOUNDED BY FORMER FEDERAL RESERVE BOARD CHAIRMAN PAUL A. VOLCKER DEDICATED TO ADVANCING HIS VISION OF AN EMPOWERED PUBLIC SECTOR WORKFORCE. WE PROMOTE INNOVATION IN PUBLIC SERVICE EDUCATION, EMPOWER LEADERS TO BUILD THE DEMOCRACY OF OUR FUTURE, CONNECT TALENT TO CITY, STATE, AND FEDERAL GOVERNMENT JOBS, AND INSPIRE OTHERS WITH THE STORY OF MR. VOLCKER'S COMMITMENT TO PUBLIC SERVICE. THE VOLCKER ALLIANCE HAS HELPED DEFINE THE FIELD OF PUBLIC SERVICE EDUCATION THROUGH CONVENING AND SUPPORTING THE DEANS SUMMIT. THE DEANS SUMMIT IS A GENERATIVE NETWORK OF DEANS AND DIRECTORS OF THE NATION'S SCHOOLS OF PUBLIC SERVICE. RECOGNIZING THAT BROADENING THE REACH OF PUBLIC SERVICE EDUCATION IS CRITICAL TO THE FUTURE OF OUR DEMOCRACY, NEARLY 80 MEMBERS OF THIS COLLABORATIVE SHED COMPETITIVE POSTURE IN FAVOR OF COLLECTIVE ACTION.FOR EXAMPLE, IN COLLABORATION WITH THE CONSTRUCTIVE DIALOGUE INSTITUTE (CDI), THE ALLIANCE IS WORKING WITH 14 SCHOOLS OF PUBLIC SERVICE TO DEVELOP NEW COURSES AND CURRICULA TO TEACH SKILLS FOR COLLABORATING ACROSS DIFFERENCE. ADDITIONALLY, THE ALLIANCE LAUNCHED A NEW INITIATIVE IN 2024-SERVICE TO SERVICE-WITH OUR PARTNERS AT WE THE VETERANS AND MILITARY FAMILIES. SERVICE TO SERVICE AIMS TO CONNECT VETERANS AND MILITARY FAMILIES WITH PUBLIC SERVICE EDUCATION PATHWAYS AND CONNECT THEM TO STABLE AND IMPACTFUL CAREERS IN PUBLIC LEADERSHIP. A DOZEN SERVICE TO SERVICE PILOT SCHOOLS ARE RECRUITING VETERANS AND MILITARY FAMILY MEMBERS INTO MASTER'S DEGREE PROGRAMS, PROVIDING THEM WITH A MEANINGFUL CROSS-CAMPUS FELLOWSHIP EXPERIENCE THAT ENCOURAGES NETWORK BUILDING AND PROFESSIONAL DEVELOPMENT, AND WILL FACILITATE PLACEMENT IN STATE AND LOCAL GOVERNMENT JOBS UPON DEGREE COMPLETION. OUR NEXT GENERATION SERVICE CORPS (NEXTGEN SERVICE) INTRODUCES UNDERGRADUATES FROM ALL MAJORS TO PUBLIC SERVICE VALUES AND BUILDS PRACTICAL, COLLABORATIVE, LEADERSHIP SKILLS. THE NATIONAL INITIATIVE COMPRISES 20 OF OUR NATION'S MOST INNOVATIVE UNIVERSITIES WITH PLANS TO ONBOARD FIVE ADDITIONAL SCHOOLS IN 2025.NEXTGEN SERVICE HAS CATALYZED A NATIONAL NETWORK OF OVER 1,000 UNDERGRADUATE STUDENTS WHO ARE PASSIONATE ABOUT THE FUTURE OF OUR DEMOCRACY AND ARE ACTIVELY SEEKING OPPORTUNITIES TO GET CIVICALLY INVOLVED. THE VOLCKER ALLIANCE IS HELPING TO PROPEL THIS EXTRAORDINARY NETWORK OF CIVIC-MINDED STUDENTS INTO PUBLIC SERVICE CAREERS BY HOSTING A RANGE OF INNOVATIVE NETWORKING AND LEADERSHIP DEVELOPMENT ACTIVITIES.THE VOLCKER ALLIANCE ALSO CONTINUES TO EXPAND ITS PUBLIC FINANCE PORTFOLIO. OUR SPECIAL BRIEFING PROGRAM, PRODUCED IN PARTNERSHIP WITH THE UNIVERSITY OF PENNSYLVANIA INSTITUTE FOR URBAN RESEARCH, ATTRACTS STRONG VIEWERSHIP FOR THE VIDEO LIVESTREAM AND PODCAST EDITIONS. WE RELEASED THREE ISSUE PAPERS IN 2024: STATE TAX CUTS AFTER THE PANDEMIC: STRATEGIES TO SUSTAIN FISCAL HEALTH, DOOM LOOP OR BOOM LOOP: WORK FROM HOME AND THE CHALLENGES FACING AMERICA'S BIG CITIES, AND BENEFIT OR BURDEN: EVALUATING $1 TRILLION IN STATE TAX EXPENDITURES. THE VOLCKER ALLIANCE ALSO ENGAGED IN A STRATEGIC PLANNING PROCESS IN 2024, TO CONSIDER HOW IT MIGHT REVIVE ITS TRUTH AND INTEGRITY IN STATE BUDGETING (TISB) REPORT SERIES TO SERVE THE PROSPECTIVE NEEDS OF STATE FISCAL POLICYMAKERS AND DRIVE BEST PRACTICES IN THE POST-PANDEMIC WORLD.OUR TALENT INITIATIVES SEEK TO STRENGTHEN AND EXPAND THE TALENT PIPELINE INTO GOVERNMENT. THROUGH THE TRANSFORMERS IN THE PUBLIC SECTOR INITIATIVE, WE ARE SUPPORTING A COHORT OF STATES THAT ARE IMPLEMENTING STRATEGIES THAT BROADEN ACCESS TO STATE JOBS FOR WORKERS WHO ARE SKILLED THROUGH ALTERNATIVE ROUTES (STARS). ADDITIONALLY, OUR VIRTUAL JOB FAIRS HAVE BROUGHT TOGETHER OVER 6,000 JOB SEEKERS WITH REPRESENTATIVES FROM MORE THAN 300 GOVERNMENT AGENCIES URGENTLY SEEKING TALENT. ONE EVENT HELD IN OCTOBER 2024, IN PARTNERSHIP WITH THE U.S. OFFICE OF PERSONNEL MANAGEMENT AND THE TECH TO GOV COALITION, DREW MORE THAN 1,300 JOB SEEKERS TO ENGAGE WITH REPRESENTATIVES FROM 30 FEDERAL AGENCIES SEEKING TECHNOLOGY TALENT, INCLUDING FEMA, THE FBI, THE DEPARTMENT OF HOMELAND SECURITY, THE INTERNAL REVENUE SERVICE, THE UNITED STATES DIGITAL CORPS, AND MORE. IN 2024, WE PARTNERED WITH THE AMERICAN SOCIETY FOR PUBLIC ADMINISTRATION (ASPA) TO ESTABLISH THE PAUL A. VOLCKER PUBLIC INTEGRITY AWARD. THE FIRST SUCH AWARD WAS CONFERRED AT ASPA'S ANNUAL CONFERENCE IN MARCH 2025 TO DR. MAE JEMISON, AN INDIVIDUAL THAT, LIKE MR. VOLCKER, HAS MADE OUTSTANDING CONTRIBUTIONS TO RESPONSIBLE CONDUCT IN PUBLIC SERVICE.WITH THE AIM OF SHARING MR. VOLCKER'S LEGACY WITH RISING LEADERS WHILE ALSO SUPPORTING THEIR EXPLORATION OF PUBLIC SERVICE CAREERS, THE ALLIANCE ADMINISTERS THE PAUL A. VOLCKER GOVERNMENT INTERNSHIP AWARD. STUDENTS INTERNING WITH STATE, LOCAL, OR FEDERAL GOVERNMENT ARE ELIGIBLE TO RECEIVE A $3,000 STIPEND THROUGH THIS PROGRAM. OUR TEAM MANAGES PROMOTION, APPLICATION, AND SELECTION ON A ROLLING BASIS. | Desc |
| Total Program Service Expenses | $5,250,058 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| 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 | 0 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | 43 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 26 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NONPROFIT FISCAL MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6463430155 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 167 MADISON AVENUE SUITE 205 246 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SARA MOGULESCU | ||||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $403,774 | $0 | $50,505 | ||
| WILLIAM BRADLEY | ||||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS W ROSS | ||||||||
| VICE CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $42,151 | $0 | $0 | ||
| ANTHONY DOWD | ||||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SHEILA BAIR | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS M DAVIS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| T ELOISE FOSTER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY FOXX | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHIRLEY CLARKE FRANKLIN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANCIS FUKUYAMA | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE MINER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NORMAN J ORNSTEIN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER PAHLKA | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL PIWOWAR | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM RHODES | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES P VOLCKER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTONIO WEISS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MELISSA AUSTIN | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $246,519 | $0 | $30,493 | |||
| WILLIAM GLASGALL | ||||||||
| SENIOR DIRECTOR, PUBLIC FINANCE | 40.00 | $243,792 | $0 | $52,288 | Yes (X) | |||
| BRETT HUNT | ||||||||
| SR. DIRECTOR, NEXT GENERATION | 40.00 | $159,072 | $0 | $59,388 | Yes (X) | |||
| 35321MAGGIE MELLO | ||||||||
| SENIOR DIRECTOR, PUBLIC SECTOR | 40.00 | $165,723 | $0 | $41,410 | Yes (X) | |||
| PETER MORRISSEY | ||||||||
| DIRECTOR, TALENT AND STRATEGY | 40.00 | $157,348 | $0 | $7,704 | Yes (X) | |||
| NOAH WINN-RITZENBERG | ||||||||
| DIRECTOR, RESEARCH AND IMPACT | 40.00 | $135,650 | $0 | $50,709 | Yes (X) | |||
| EMILY BOLTON | ||||||||
| EXECUTIVE VICE PRESIDENT THRU 2/2024 | 40.00 | Yes (X) | $58,032 | $0 | $2,331 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,612,061 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $294,828 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SKDKNICKERBOCKER LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WORLD TRADE CENTER | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | COMMUNICATIONS | ServicesDesc |
| Compensation | $181,364 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,590,117 | AllOtherContributionsAmt |
| Total Contributions | $3,590,117 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VIRTUAL JOB FAIR HOSTING | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $264,667 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $264,667 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $264,667 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $337,273 | TotalRevenueColumnAmt |
| Exclusion | $337,273 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,226,866 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,865,328 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $361,538 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $361,538 | TotalRevenueColumnAmt |
| Exclusion | $361,538 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $440 | TotalRevenueColumnAmt |
| Exclusion | $440 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $440 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,554,035 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $264,667 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $699,251 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,593 | TotalAmt |
| Program Services | $376,593 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,396 | TotalAmt |
| Program Services | $56,396 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,630,923 | TotalAmt |
| Program Services | $1,189,010 | ProgramServicesAmt |
| Management And General | $298,397 | ManagementAndGeneralAmt |
| Fundraising | $143,516 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,196,232 | TotalAmt |
| Program Services | $972,031 | ProgramServicesAmt |
| Management And General | $210,994 | ManagementAndGeneralAmt |
| Fundraising | $13,207 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,193 | TotalAmt |
| Program Services | $11,287 | ProgramServicesAmt |
| Management And General | $2,845 | ManagementAndGeneralAmt |
| Fundraising | $1,061 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,313 | TotalAmt |
| Program Services | $180,545 | ProgramServicesAmt |
| Management And General | $51,941 | ManagementAndGeneralAmt |
| Fundraising | $9,827 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,993 | TotalAmt |
| Program Services | $173,143 | ProgramServicesAmt |
| Management And General | $41,516 | ManagementAndGeneralAmt |
| Fundraising | $12,334 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,836 | TotalAmt |
| Program Services | $1,911 | ProgramServicesAmt |
| Management And General | $12,085 | ManagementAndGeneralAmt |
| Fundraising | $6,840 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,572 | TotalAmt |
| Management And General | $92,572 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,687 | TotalAmt |
| Management And General | $42,687 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,561,058 | TotalAmt |
| Program Services | $1,556,376 | ProgramServicesAmt |
| Management And General | $3,094 | ManagementAndGeneralAmt |
| Fundraising | $1,588 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,451 | TotalAmt |
| Program Services | $1,451 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,540 | TotalAmt |
| Program Services | $34,235 | ProgramServicesAmt |
| Management And General | $4,223 | ManagementAndGeneralAmt |
| Fundraising | $12,082 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,903 | TotalAmt |
| Program Services | $118,889 | ProgramServicesAmt |
| Management And General | $12,960 | ManagementAndGeneralAmt |
| Fundraising | $6,054 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,041 | TotalAmt |
| Program Services | $203,577 | ProgramServicesAmt |
| Management And General | $34,396 | ManagementAndGeneralAmt |
| Fundraising | $16,068 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,850 | TotalAmt |
| Program Services | $170,449 | ProgramServicesAmt |
| Management And General | $9,540 | ManagementAndGeneralAmt |
| Fundraising | $1,861 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,413 | TotalAmt |
| Program Services | $56,126 | ProgramServicesAmt |
| Management And General | $7,280 | ManagementAndGeneralAmt |
| Fundraising | $1,007 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,738 | TotalAmt |
| Program Services | $61,494 | ProgramServicesAmt |
| Management And General | $10,390 | ManagementAndGeneralAmt |
| Fundraising | $4,854 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,962 | TotalAmt |
| Program Services | $21,606 | ProgramServicesAmt |
| Management And General | $3,651 | ManagementAndGeneralAmt |
| Fundraising | $1,705 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $59,588 | $56,127 | $3,372 | $89 |
| SPECIAL EVENT | $13,667 | $8,812 | $4,855 | |
| CORPORATION FEES | $3,691 | $775 | $2,916 | |
| MISCELLANEOUS EXPENSES | $1,896 | $1,896 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429 | TotalAmt |
| Management And General | $229 | ManagementAndGeneralAmt |
| Fundraising | $200 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,334,965 | TotalAmt |
| Program Services | $5,250,058 | ProgramServicesAmt |
| Management And General | $849,698 | ManagementAndGeneralAmt |
| Fundraising | $235,209 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $590,440 | BOYAmt |
| EOY | $257,942 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $585,231 | BOYAmt |
| EOY | $1,140,706 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,133,554 | BOYAmt |
| EOY | $1,977,184 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,162 | BOYAmt |
| EOY | $17,152 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,251 | BOYAmt |
| EOY | $62,522 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $487,755 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $302,373 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,265 | BOYAmt |
| EOY | $185,382 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,918,940 | BOYAmt |
| EOY | $18,328,577 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,051,239 | BOYAmt |
| EOY | $833,634 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,606,082 | BOYAmt |
| EOY | $22,803,099 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,099 | BOYAmt |
| EOY | $92,212 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,500 | BOYAmt |
| EOY | $439,393 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $41,982 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,049,833 | BOYAmt |
| EOY | $823,337 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,156,432 | BOYAmt |
| EOY | $1,396,924 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,359,660 | BOYAmt |
| EOY | $17,342,499 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,089,990 | BOYAmt |
| EOY | $4,063,676 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,449,650 | BOYAmt |
| EOY | $21,406,175 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,606,082 | BOYAmt |
| EOY | $22,803,099 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,780,930 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,730,271 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $7,183 | OtherChangesInNetAssetsAmt |
| 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 | $1,095,117 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,744,827 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,693,450 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,076,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,590,117 | CurrentTaxYearAmt |
| Total | $15,199,711 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,095,117 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,744,827 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,693,450 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,076,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,590,117 | CurrentTaxYearAmt |
| Total | $15,199,711 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $10,126,888 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,072,823 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $290,267 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $415,562 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $418,563 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $356,567 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $337,273 | CurrentTaxYearAmt |
| Total | $1,818,232 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,141 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $84 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $6,086 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $440 | CurrentTaxYearAmt |
| Total | $32,751 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $17,050,694 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $492,748 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.29750 | PublicSupportCY170Pct |
| Public Support PY170 | 0.36090 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests PY170 | Yes (X) | ThirtyThrPctSuprtTestsPY170Ind |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,060,276 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $118,226 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $53,097 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,125,405 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $942,639 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $156,959 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $39,322 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,060,276 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,121,914 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$132,539 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $46,736 | GrantsOrScholarshipsAmt |
| End Year Balance | $942,639 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,064,290 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $111,143 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $53,519 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,121,914 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,037,055 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $66,982 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $39,747 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,064,290 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.88857 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.11143 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $138,904 | OtherCostOrOtherBasisAmt |
| Depreciation | $70,040 | DepreciationAmt |
| Book Value | $68,864 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $106,650 | OtherCostOrOtherBasisAmt |
| Depreciation | $71,284 | DepreciationAmt |
| Book Value | $35,366 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $242,201 | OtherCostOrOtherBasisAmt |
| Depreciation | $161,049 | DepreciationAmt |
| Book Value | $81,152 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $185,382 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $823,337 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $823,337 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $6,241,619 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,730,271 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,730,271 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,511,348 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $42,687 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $42,687 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,554,035 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,285,094 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,285,094 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $42,687 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $7,183 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $49,870 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,334,964 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | DURING 2018, THE ALLIANCE WAS AWARDED A $1,000,000 GRANT TO ESTABLISH AN ENDOWMENT FOR THE PAUL A. VOLCKER LIFETIME ACHIEVEMENT AWARD FOR PUBLIC SERVICE TO BE USED TO AWARD A DESERVING, LONG-TIME GOVERNMENT CIVIL SERVANT AT LEAST $10,000 AND A MEDAL EACH YEAR. THE FUNDS WERE RECEIVED ON DECEMBER 31, 2018. IN FEBRUARY 2025, THE PURPOSE OF THE ENDOWMENT FUND WAS AMENDED. GOING FORWARD, THE ENDOWMENT FUND MAY BE USED FOR ACTIVITIES THAT HONOR AND AMPLIFY THE LEGACY OF PAUL A. VOLCKER AND INSPIRE OTHERS WITH THE STORY OF HIS COURAGEOUS LEADERSHIP AND PUBLIC SERVICE. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANT REFUNDS |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY | ||||||||
| PO BOX 2260 | TEMPE | AZ | 852802260 | 866051042 | 501(C)(3) | $35,000 | $0 | IMPLEMENTATION OF NEXTGEN SERVICE CORPS |
| ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY | ||||||||
| PO BOX 2260 | TEMPE | AZ | 852802260 | 866051042 | 501(C)(3) | $80,990 | $0 | MACARTHUR FOUNDATION SAFETY AND JUSTICE CHALLENGE PASS THROUGH GRANT |
| UNIVERSITY OF BALTIMORE SCHAEFER CENTER FOR PUBLIC POLICY | ||||||||
| PO BOX 2016 | BALTIMORE | MD | 21203 | 526002033 | 501(C)(3) | $34,896 | $0 | IMPLEMENTATION OF NEXTGEN SERVICE CORPS |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| UNIVERSITY GARDENS BLDG STE 205 | LOS ANGELES | CA | 900898006 | 951642394 | 501(C)(3) | $39,318 | $0 | STUDYING THE PUBLIC SECTOR WORKFORCE |
| UNIVERSITY OF WISCONSIN-MADISON | ||||||||
| 21 N PARK ST SUITE 6301 | MADISON | WI | 53715 | 396006492 | 501(C)(3) | $29,874 | $0 | IMPLEMENTATION OF NEXTGEN SERVICE CORPS |
| JAMES MADISON UNIVERSITY | ||||||||
| 1031 SOUTH MAIN ST MSC 5705 | HARRISONBURG | VA | 22807 | 546001756 | 501(C)(3) | $17,150 | $0 | IMPLEMENTATION OF NEXTGEN SERVICE CORPS |
| FLORIDA INTERNATIONAL UNIVERSITY | ||||||||
| 11200 SW 8TH ST CSC-314 | MIAMI | FL | 33199 | 650177616 | 501(C)(3) | $41,432 | $0 | IMPLEMENTATION OF NEXTGEN SERVICE CORPS |
| ALBANY STATE UNIVERSITY | ||||||||
| 504 COLLEGE DRIVE | ALBANY | GA | 31705 | 586001996 | 501(C)(3) | $49,994 | $0 | IMPLEMENTATION OF NEXTGEN SERVICE CORPS |
| CLARK ATLANTA UNIVERSITY | ||||||||
| 223 JAMES P BRAWLEY DR SW | ATLANTA | GA | 30314 | 581825259 | 501(C)(3) | $47,939 | $0 | IMPLEMENTATION OF NEXTGEN SERVICE CORPS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| GOVERNMENT INTERNSHIP AWARDS | 16 | $48,000 |
| HONORARIUMS AND TRAVEL STIPENDS | 16 | $8,396 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CONTRACTS ARE ISSUED AT THE BEGINNING OF THE GRANT PERIOD; INTERIM REPORTS ARE REQUIRED PERIODICALLY THROUGHOUT THE GRANT PERIOD, DEPENDING ON THE LENGTH OF THE GRANT CYCLE; FINAL REPORTS ARE REQUIRED AT THE CONCLUSION OF EACH GRANT PERIOD. STAFF REVIEWS INTERIM AND FINAL REPORTS, AND PRO-ACTIVELY CONTACTS GRANTEES THROUGHOUT THE YEAR TO MONITOR PROGRESS. ANY REQUESTED CHANGES IN GRANT USAGE OR TERMS MUST BE REQUESTED IN WRITING AND APPROVED BY THE VOLCKER ALLIANCE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SARA MOGULESCU | ||||||||||||||
| PRESIDENT | $403,774 | $0 | $0 | $0 | $0 | $0 | $12,075 | $0 | $38,430 | $0 | $454,279 | $0 | $0 | $0 |
| MELISSA AUSTIN | ||||||||||||||
| CHIEF OPERATING OFFICER | $246,519 | $0 | $0 | $0 | $0 | $0 | $8,188 | $0 | $22,305 | $0 | $277,012 | $0 | $0 | $0 |
| WILLIAM GLASGALL | ||||||||||||||
| SENIOR DIRECTOR, PUBLIC FINANCE | $243,792 | $0 | $0 | $0 | $0 | $0 | $8,953 | $0 | $43,335 | $0 | $296,080 | $0 | $0 | $0 |
| BRETT HUNT | ||||||||||||||
| SR. DIRECTOR, NEXT GENERATION | $159,072 | $0 | $0 | $0 | $0 | $0 | $5,971 | $0 | $53,417 | $0 | $218,460 | $0 | $0 | $0 |
| 35321MAGGIE MELLO | ||||||||||||||
| SENIOR DIRECTOR, PUBLIC SECTOR | $165,723 | $0 | $0 | $0 | $0 | $0 | $6,089 | $0 | $35,321 | $0 | $207,133 | $0 | $0 | $0 |
| PETER MORRISSEY | ||||||||||||||
| DIRECTOR, TALENT AND STRATEGY | $157,348 | $0 | $0 | $0 | $0 | $0 | $5,410 | $0 | $2,294 | $0 | $165,052 | $0 | $0 | $0 |
| NOAH WINN-RITZENBERG | ||||||||||||||
| DIRECTOR, RESEARCH AND IMPACT | $135,650 | $0 | $0 | $0 | $0 | $0 | $5,140 | $0 | $45,569 | $0 | $186,359 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | THOMAS W. ROSS RECEIVED A 457B PLAN DISTRIBUTION OF $42,151. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAHAM DOWD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FAMILY MEMBER OF ANTHONY DOWD | RelationshipDescriptionTxt |
| Transaction | $76,691 | TransactionAmt |
| Transaction | EMPLOYMENT | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT FORM OF THE 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE. THEN IT WAS FORWARDED TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR DISCUSSION AND COMMENT. EACH DIRECTOR WAS PROVIDED AN OPPORTUNITY TO COMMENT ON THE 990 PRIOR TO ITS FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY REQUIRES ALL BOARD OF DIRECTORS MEMBERS, OFFICERS, AND KEY EMPLOYEES TO ANNUALLY DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST WITH THE ORGANIZATION THROUGH A QUESTIONNNAIRE. THESE QUESTIONNAIRES ARE MONITORED ANNUALLY AND POTENTIAL CONFLICTS ARE IMMEDIATELY ADDRESSED BY THE ORGANIZATION. IF A CONFLICT DOES ARISE, THE TRUSTEE IS ASKED TO WITHDRAW FROM ANY DISCUSSIONS OR DECISION-MAKING WITH RESPECT TO THE MATTER IN WHICH THE CONFLICT OF INTEREST ARISES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE OF THE BOARD REVIEWS AND APPROVES THE COMPENSATION OF ALL EMPLOYEES ANNUALLY. THIS REVIEW INCLUDES RECOMMENDATIONS FOR COST OF LIVING INCREASES AND PROMOTIONS BASED ON NATIONAL DATA AS WELL AS MERIT INCREASES BASED ON PERFORMANCE. FY23 COMPENSATION REVIEWS WERE CONDUCTED IN EARLY 2024. FY24 COMPENSATION REVIEWS WERE CONDUCTED IN EARLY 2025. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE NOT ORDINARILY MADE AVAILABLE TO THE PUBLIC, BUT IF REQUESTED, WILL BE PROVIDED AT MANAGEMENT'S DISCRETION. |
| FORM 990, PART IX, LINE 11G | PROGRAM PARTNERS: PROGRAM SERVICE EXPENSES 1,535,809. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,535,809. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 20,567. MANAGEMENT AND GENERAL EXPENSES 3,094. FUNDRAISING EXPENSES 1,588. TOTAL EXPENSES 25,249. |
| FORM 990, PART XI, LINE 9: | REVERSAL OF PRIOR YEAR GRANTS 7,183. |
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