NEWDEAL: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
NEWDEAL (EIN 27-3147985)
Tax period
2014-06-01 to 2015-05-31
Filed
2016-02-13
IRS object ID
201620449349301212
Schema version
2014v6.0
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

FieldValueIRS element (for citing)
Return2016-02-13T17:05:42-05:00ReturnTs
Tax Period End2015-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN753263342PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CH Tax and Accounting Srvc LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11400 Mercantile Ln Ste 242AddressLine1Txt
CityLargoCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20774ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273147985EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEWDEALBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNEWDBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1233 PENNSYLVANIA AVE SEAddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20003ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHELEN MILBYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2026601340PhoneNum
Signature2015-12-07SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTammy D Hines CPAPreparerPersonNm
PTINP00571576PTIN
Phone2407704468PhoneNum
Preparation2016-02-13PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDEBRA COX BULTANPrincipalOfficerNm
Gross Receipts$416,850GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website Addresswww.NewDEALLeaders.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2010FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionThe NewDEAL has worked to advance the public interest by providing opportunities for state and local elected officials to share pro-growth progressive ideas publicly, with each other, and with policy and other experts.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$409,500PYContributionsGrantsAmt
CY Contributions Grants$416,850CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$409,500PYTotalRevenueAmt
CY Total Revenue$416,850CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$132,924PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$178,616CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$32,500PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$17,500CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$59,070CYTotalFundraisingExpenseAmt
PY Other Expenses$149,405PYOtherExpensesAmt
CY Other Expenses$159,214CYOtherExpensesAmt
PY Total Expenses$314,829PYTotalExpensesAmt
CY Total Expenses$355,330CYTotalExpensesAmt
PY Revenues Less Expenses$94,671PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$61,520CYRevenuesLessExpensesAmt
Total Assets BOY$164,040TotalAssetsBOYAmt
Total Assets EOY$248,526TotalAssetsEOYAmt
Total Liabilities EOY$22,966TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$164,040NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$225,560NetAssetsOrFundBalancesEOYAmt
MissionThe NewDEAL has worked to advance the public interest by providing opportunities for state and local elected officials to share pro-growth progressive ideas publicly, with each other, and with policy and other experts.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$230,901ExpenseAmt
DescThe NewDEAL has worked to advance the public interest by providing opportunities for state and local elected officials to share pro-growth progressive ideas publicly, with each other, and with policy and other experts.Desc
Total Program Service Expenses$230,901TotalProgramServiceExpensesAmt
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee4EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsYes (true)NondeductibleContributionsInd
Nondeductible Contri DisclYes (true)NondeductibleContriDisclInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonHELEN MILBYPersonNm
Phone2026601340PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1233 PENNSYLVANIA AVE SEAddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20003ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
HELEN MILBY
PRESIDENT5.000.00Yes (X)Yes (X)$0$0$0
HOLLY PAGE
TREASURER1.000.00Yes (X)Yes (X)$0$0$0
SUE CHARLTON
BOARD MEMBER1.000.00Yes (X)$0$0$0
CLAUDE FONTHEIM
BOARD MEMBER1.000.00Yes (X)$0$0$0
CHARLIE SALEM
BOARD MEMBER1.000.00Yes (X)$0$0$0
JOHN MICHAEL GONZALEZ
BOARD MEMBER1.000.00Yes (X)$0$0$0
JIM BONHAM
BOARD MEMBER1.000.00Yes (X)$0$0$0
SAM FRIED
BOARD MEMBER1.000.00Yes (X)$0$0$0
LORANNE AUSLEY
BOARD MEMBER1.000.00Yes (X)$0$0$0
MELISSA MAXFIELD
BOARD MEMBER1.000.00Yes (X)$0$0$0
RAJ GOYLE
BOARD MEMBER1.000.00Yes (X)$0$0$0
MICHAEL KEMPNER
BOARD MEMBER1.000.00Yes (X)$0$0$0
JOHN MIYASATO
BOARD MEMBER1.000.00Yes (X)$0$0$0
ADAM PASE
BOARD MEMBER1.000.00Yes (X)$0$0$0
DEBRA COX BULTAN
SECRETARY20.000.00Yes (X)$61,083$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$61,083TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$416,850AllOtherContributionsAmt
Total Contributions$416,850TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$416,850TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$61,083TotalAmt
Program Services$36,650ProgramServicesAmt
Management And General$12,217ManagementAndGeneralAmt
Fundraising$12,216FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$103,040TotalAmt
Program Services$62,424ProgramServicesAmt
Management And General$19,808ManagementAndGeneralAmt
Fundraising$20,808FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$14,493TotalAmt
Program Services$11,595ProgramServicesAmt
Management And General$2,898ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$519TotalAmt
Management And General$519ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,811TotalAmt
Management And General$4,811ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$17,500TotalAmt
Fundraising$17,500FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$37,325TotalAmt
Program Services$25,825ProgramServicesAmt
Management And General$11,500ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$14,388TotalAmt
Program Services$7,053ProgramServicesAmt
Management And General$7,335ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$32,477TotalAmt
Program Services$27,981ProgramServicesAmt
Management And General$1,463ManagementAndGeneralAmt
Fundraising$3,033FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$62,016TotalAmt
Program Services$56,165ProgramServicesAmt
Management And General$558ManagementAndGeneralAmt
Fundraising$5,293FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,152TotalAmt
Management And General$2,152ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
OFFICE SUPPLIES OTHER COST$1,762$1,342$275$145
COMMUNICATIONS AND PHONE$1,160$229$931
POSTAGE MAILING AND PRINTING$2,604$1,637$892$75

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$355,330TotalAmt
Program Services$230,901ProgramServicesAmt
Management And General$65,359ManagementAndGeneralAmt
Fundraising$59,070FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$164,040BOYAmt
EOY$248,526EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$164,040BOYAmt
EOY$248,526EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$22,966EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$22,966EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$164,040BOYAmt
EOY$225,560EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$164,040BOYAmt
EOY$225,560EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$164,040BOYAmt
EOY$248,526EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$61,520ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonBLOOM STRATEGIC COPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 EAST 29TH ST APT 48FAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
ActivityConsulted on tele direct solicitActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Retained By Contractor$17,500RetainedByContractorAmt
Net To Organization-$17,500NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$17,500TotalRetainedByContractorsAmt
Total Net To Organization-$17,500TotalNetToOrganizationAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990 governing body review Part VI line 11The organizations Treasurer and Secretary reviewed this form 990 for accuracy. All Directors were provided a copy of the form 990 before it was filed. The organization provided a detailed list of review comments for preparer of Form 990 to address and review.
Conflict of interest policy compliance Part VI line 12cThe NewDEAL has a conflict of interest policy as part of its bylaws. Every Director receives a copy of the bylaws upon appointment to the Board, and the Board of Directors reviews the bylaws annually.
Governing documents etc available to public Part VI line 19The organization makes its annual federal form 990 available to the public. All requests must be in writing
Explanation of other changes in net assets or fund balances Part XI line 9ROUNDING
List of other fees for services expenses Part IX line 11gOUTSIDE CONSULTANT FEES TO 5 VENDORS TO SUPPORT ORGANIZATION PROGRAMS CONSULTANT 1-$10K, CONSULTANT 2-$11K, CONSULTANT 2-$12K ALL OTHERS $7K

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