JOINT CENTER FOR POLITICAL AND ECONOMIC STUDIES INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JOINT CENTER FOR POLITICAL AND ECONOMIC STUDIES INC (EIN 52-1069070)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2016-01-07
- IRS object ID
- 201630289349300003
- Schema version
- 2013v4.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-01-07T20:02:00-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521234567 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lorna Grant | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12217 Kingswell St | AddressLine1 |
| City | Bowie | City |
| State | MD | State |
| ZIP Code | 20721 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521069070 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOINT CENTER FOR POLITICAL AND ECONOMIC STUDIES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOIN | BusinessNameControlTxt |
| Phone | 2027893500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 H Street NW Suite 422 Stuart | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20052 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Spencer Overton | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 2027893500 | PhoneNum |
| Signature | 2015-03-11 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lorna Grant | PreparerPersonNm |
| PTIN | P01869894 | PTIN |
| Phone | 2404131913 | PhoneNum |
| Preparation | 2015-02-23 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | Spencer Overton | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 H St NW | AddressLine1 |
| Address Line2 | Suite 422 Stuart | AddressLine2 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20052 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,060,570 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.jointcenter.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | Helping Black Americans participate effectively in the political life of our society | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 31 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,968,845 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,854,992 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $63,051 | PYInvestmentIncomeAmt |
| CY Investment Income | $57,574 | CYInvestmentIncomeAmt |
| PY Other Revenue | $104,795 | PYOtherRevenueAmt |
| CY Other Revenue | -$290,554 | CYOtherRevenueAmt |
| PY Total Revenue | $7,136,691 | PYTotalRevenueAmt |
| CY Total Revenue | $4,622,012 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $135,573 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $75,850 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,585,719 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,800,804 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $60,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $15,500 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,314,704 | PYOtherExpensesAmt |
| CY Other Expenses | $2,761,888 | CYOtherExpensesAmt |
| PY Total Expenses | $6,095,996 | PYTotalExpensesAmt |
| CY Total Expenses | $5,654,042 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,040,695 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,032,030 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,353,890 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,069,573 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,360,299 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,177,036 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,993,591 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,892,537 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Joint Center For Political And Economic Studies, Inc. (The Joint Center) contributes to the national interest by helping Black Americans participate fully and effectively in the political and economic life of our society. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,039,277 | ExpenseAmt |
| Grant | $200,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Health Policy Institute (HPI): The Joint Center Health Policy Institute (HPI) was established in 2002 with a grant from the Kellogg Foundation. HPI conducts research and policy analysis to build support for efforts to ensure that all Americans have equitable opportunities to live healthy lives. Its work informs not only policies and policymakers, but also support the efforts of scholars, community groups, public health professional and others working to achieve health equity. HPI engages in many activities, including research and information dissemination; policy workshops; forums and conferences; technical assistance for community-based organizations; media relations; and outreach to minority leaders and their organizations. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $994,673 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Civil Engagement & Governance: The Joint Center's civic engagement and governance institute builds upon the Joint Center's record of leadership in encouraging black participation in public affairs and supporting networks of black elected and appointed official. The Joint Center continues to be the preeminent source of information on all matters relating to political and civic participation and public opinion in the African American community, as well as the impact of black voters on elections. It monitors, tracks and analyzes the views and voting habits of African Americans, analyzes national economic trends, minority business and human capital development and health policy. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $828,894 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Media and Technology Institute: The Joint Center Media and Technology Institute (MTI), launched in 2008 and operational in 2009, is the second of four core institutes being developed under the presidential vision. MTI conducts studies of how the media industry and emerging communications technologies can become avenues of advancement for people of color. Research is focused on technologies related to new media, the trend of convergence and its implications across sectors from a social justice perspective, the impact of existing policy and regulation for the telecommunication and media industries, and the broader implications of media trends, including private equity ownership, participation, access and coverage of people of color. MTI seeks to inform policy dialogues and to align with other Joint Center initiatives to support policy development and action. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $663,115 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | The Institute also engages in a series of outreach activities, such as press and legislative briefings, conferences and stakeholder trainings that promote its groundbreaking publications. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $663,115 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,525,959 | 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 | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 40 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 31 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | 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 | IL | 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 | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | 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 | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | 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 | 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 | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SD | 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 |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Neville Depass | PersonNm |
| Phone | 2027893500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1725 I Street NW | AddressLine1 |
| Address Line2 | Suite 300 | AddressLine2 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20006 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|---|---|
| RALPH B EVERETT | |||||||||
| PRESIDENT & CEO | 40 | 0 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | $299,405 | $0 | $6,480 |
| SPENCER OVERTON | |||||||||
| GOVERNOR | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT RABEN | |||||||||
| GOVERNOR | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| LAWRENCE D BOBO | |||||||||
| GOVERNOR | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| DONNA BRAZILE | |||||||||
| GOVERNOR | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT R HAGANS JR | |||||||||
| GOVERNOR | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA L JOHNSON | |||||||||
| CHAIRWOMAN | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| REED V TUCKSON | |||||||||
| GOVERNOR | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| CAROLYN C KILPATRICK | |||||||||
| GOVERNOR | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| A SCOT BOLDEN ESQ | |||||||||
| GOVERNOR | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| FREADA KAPOR | |||||||||
| GOVERNOR | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| ANNE H CHOW | |||||||||
| GOVERNOR | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| DIANNE M PINDERHUGHES | |||||||||
| GOVERNOR | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| FREDERICK S HUMPHRIES | |||||||||
| GOVERNOR | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| CYNTHIA M BODRICK | |||||||||
| ASST SEC TO THE BOARD | 40 | 0 | Yes (X) | $93,403 | $0 | $2,360 | |||
| NEVILLE DEPASS | |||||||||
| DIR OF FINANCE & ADMIN | 40 | 0 | Yes (X) | $104,008 | $0 | $2,572 | |||
| JOHN HORRIGAN | |||||||||
| VICE PRESIDENT OF MTI | 40 | 0 | Yes (X) | $100,000 | $0 | $9,704 | |||
| BRIAN D SMEDLEY | |||||||||
| VICE PRESIDENT OF HPI | 40 | Yes (X) | $170,170 | $0 | $11,107 | ||||
| KIRSTEN HAMPTON | |||||||||
| SVP COO | 40 | 0 | Yes (X) | $156,641 | $0 | $8,269 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $923,627 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $40,492 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COMMONWEALTH ACTION | |||||
| 1301 Connecticut Ave | Washington | DC | 20003 | Consulting | $283,161 |
| MXD Collaborative Inc | |||||
| 1164 14TH Place NE | Atlanta | GA | 30309 | Consulting | $119,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $954,387 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $451,992 | GovernmentGrantsAmt |
| All Other Contributions | $3,448,613 | AllOtherContributionsAmt |
| Noncash Contributions | $178,152 | NoncashContributionsAmt |
| Total Contributions | $4,854,992 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,574 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $57,574 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $80,663 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $954,387 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $438,558 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$357,895 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$357,895 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Sublease Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $63,835 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $63,835 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,506 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,506 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $67,341 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,622,012 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$232,980 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,850 | TotalAmt |
| Program Services | $75,850 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,695,666 | TotalAmt |
| Program Services | $1,296,458 | ProgramServicesAmt |
| Management And General | $396,536 | ManagementAndGeneralAmt |
| Fundraising | $2,672 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $407,410 | TotalAmt |
| Program Services | $314,879 | ProgramServicesAmt |
| Management And General | $92,531 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,682 | TotalAmt |
| Management And General | $43,682 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $492,023 | TotalAmt |
| Program Services | $534,705 | ProgramServicesAmt |
| Management And General | -$43,653 | ManagementAndGeneralAmt |
| Fundraising | $971 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,023 | TotalAmt |
| Management And General | $162,023 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,453 | TotalAmt |
| Management And General | $59,453 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,041 | TotalAmt |
| Management And General | $73,041 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,500 | TotalAmt |
| Fundraising | $15,500 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,954 | TotalAmt |
| Management And General | $13,954 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,175 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
| Management And General | $25,000 | ManagementAndGeneralAmt |
| Fundraising | $2,175 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,126 | TotalAmt |
| Program Services | $77,412 | ProgramServicesAmt |
| Management And General | $82,706 | ManagementAndGeneralAmt |
| Fundraising | $2,008 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $841,869 | TotalAmt |
| Program Services | $382,642 | ProgramServicesAmt |
| Management And General | $459,031 | ManagementAndGeneralAmt |
| Fundraising | $196 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,459 | TotalAmt |
| Program Services | $300,004 | ProgramServicesAmt |
| Management And General | $23,478 | ManagementAndGeneralAmt |
| Fundraising | $15,977 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,385 | TotalAmt |
| Program Services | $189,097 | ProgramServicesAmt |
| Management And General | $21,200 | ManagementAndGeneralAmt |
| Fundraising | $173,088 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,980 | TotalAmt |
| Management And General | $22,980 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,242 | TotalAmt |
| Management And General | $200,242 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,460 | TotalAmt |
| Management And General | $48,051 | ManagementAndGeneralAmt |
| Fundraising | $409 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONSULTANTS / HONORARIUM | $788,212 | $647,855 | $68,512 | $71,845 |
| GRAPHICS/PRINTING | $166,090 | $109,448 | $31,450 | $25,192 |
| MISCELLANEOUS | $64,000 | $88,081 | -$33,301 | $9,220 |
| OTHER | -$438,558 | $1,499,528 | -$1,618,833 | -$319,253 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,654,042 | TotalAmt |
| Program Services | $5,525,959 | ProgramServicesAmt |
| Management And General | $128,083 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,884,125 | BOYAmt |
| EOY | $609,573 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $719,704 | BOYAmt |
| EOY | $821,009 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,127,100 | BOYAmt |
| EOY | $2,136,895 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,783 | BOYAmt |
| EOY | $72,874 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,295 | BOYAmt |
| EOY | $143,795 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,581,110 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $295,683 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,442,883 | BOYAmt |
| EOY | $1,285,427 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,353,890 | BOYAmt |
| EOY | $5,069,573 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $485,337 | BOYAmt |
| EOY | $518,348 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $295,953 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,579,009 | BOYAmt |
| EOY | $1,658,688 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,360,299 | BOYAmt |
| EOY | $2,177,036 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,327,543 | BOYAmt |
| EOY | -$2,318,903 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,486,620 | BOYAmt |
| EOY | $4,376,926 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $834,514 | BOYAmt |
| EOY | $834,514 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,993,591 | BOYAmt |
| EOY | $2,892,537 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,353,890 | BOYAmt |
| EOY | $5,069,573 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,032,030 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $40,670 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$2,109,694 | 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $5,758,360 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,708,575 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,905,744 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,811,877 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,676,840 | CurrentTaxYearAmt |
| Total | $30,861,396 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $80,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $120,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $120,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $156,968 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $120,000 | CurrentTaxYearAmt |
| Total | $596,968 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,838,360 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,828,575 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,025,744 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,968,845 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,796,840 | CurrentTaxYearAmt |
| Total | $31,458,364 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,940,718 | SubstantialContributorsTotAmt |
| Public Support Total170 | $16,517,646 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $469,037 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $424,610 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $375,084 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $240,574 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,574 | CurrentTaxYearAmt |
| Total | $1,566,879 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,434 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,042 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,998 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,684 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,506 | CurrentTaxYearAmt |
| Total | $28,664 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $33,053,907 | TotalSupportAmt |
| Public Support CY170 | 0.49972 | PublicSupportCY170Pct |
| Public Support PY170 | 0.5257 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 | FormAndLineReferenceDesc |
| Explanation | For the year ended December 31, 2013 income from the sale of publications totaled $3506.00 | ExplanationTxt |
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 | $848,196 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $96,648 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,951 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $930,893 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $834,514 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $66,080 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $52,398 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $848,196 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $834,514 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $0 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $834,514 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $834,514 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $0 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $834,514 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,034,514 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $0 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,200,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $834,514 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.1035 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.8965 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,186,517 | OtherCostOrOtherBasisAmt |
| Depreciation | $143,577 | DepreciationAmt |
| Book Value | $1,042,940 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $312,062 | OtherCostOrOtherBasisAmt |
| Depreciation | $83,330 | DepreciationAmt |
| Book Value | $228,732 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $82,531 | OtherCostOrOtherBasisAmt |
| Depreciation | $68,776 | DepreciationAmt |
| Book Value | $13,755 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,285,427 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Capital Lease Obligation | $241,734 |
| Deferred Rent & Tenant Allowance | $1,416,954 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,658,688 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | Management has no plans to spend endowment funds. Management is currently developing a long term spending policy which will be reviewed and acted upon by the Board. |
| Schedule D, Part X, Line 2 | The Joint Center evaluated its tax positions and determined that its tax positions are more-likely-than-not to be sustained on examination. Accordingly there are no unrecognized benefits or applicable interests that should be recorded. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $0 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $0 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Annual Dinner | NameOfEvent1Amt |
| Gross Receipts Event1 | $1,035,050 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $954,387 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $80,663 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $204,004 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,300 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $231,254 | OtherDirectExpensesEvent1Amt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Gross Receipts Total | $1,035,050 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $954,387 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $80,663 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $204,004 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,300 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $231,254 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $438,558 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$357,895 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Equity Matters | ||||||||
| 3613 Sequida Ave | Baltimore | MD | 21215 | 800652861 | 501(c)(3) | $38,350 | $0 | Business social media and internet strategies for place matters in Baltimore |
| Rio Grande Community Development | ||||||||
| 318 Isleta Blvd SW | Alburquerque | NM | 87105 | 850348445 | 501(c)(3) | $37,500 | $0 | Harness social media and internet strategies for place matters in Bernalillo County |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | The Joint Center monitors the use of grant on a monthly basis to ensure that the funds needed to facilitate program activities do not exceed the program's immediate requirements. Funding requests are initiated by the Director of Finance and Administration after the Accounting and Financial Manager reviews the expenses in the general ledger and affirms the amount to be withdrawn. Recipient request for grant funds are initially processed by the program managers who are in constant communication with grantees and vendors. Request for reimbursements are submitted on an invoice/expense report format approved by the Joint Center which shows line item expenditures, Current budget, Current expenditures and Cumulative expenditures. A signature certification that certify that the invoice/report is correct to the best of their knowledge and that all expenditures reported have been made in accordance with policies and guidelines and for the purpose stated in the application and award and in full compliance with OMB Circular A-133 or its their applicable audit regulations. Program personnel approve the invoice/report and submit it to Finance for further review and payment. In instances where recipients are required to have a single audit they are required to provide a copy to the Joint Center for review. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RALPH B EVERETT | ||||||||||||||
| PRESIDENT & CEO | $299,405 | $0 | $0 | $0 | $0 | $0 | $5,988 | $0 | $492 | $0 | $305,885 | $0 | $0 | $0 |
| BRIAN D SMEDLEY | ||||||||||||||
| VICE PRESIDENT OF HPI | $170,170 | $0 | $0 | $0 | $0 | $0 | $3,403 | $0 | $7,704 | $0 | $181,277 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | The outsourced CFO and the director of Finance reviews the completed 990 and it is further reviewed with the president and CEO. At a scheduled or called meeting of the finance committee of the board of governors, the independent auditors review the audited financial statements and the IRS form 990 in detail. At the meeting significant time is devoted to questions and answers. The finance committee approves the audit report and the form 990 for filing and for presentation to the full board of governors. Prior to signature and filing the return the form 990 is distributed to the full board for review and comment. The CEO is the Joint Center signatory for the return. |
| Form 990, Part VI, Section B, Line 12c | All members of the board of governors, officers and key employees are required to review the Joint Center's conflict-of-interest policy and code of ethics standards annually and to disclose any relationships with existing or proposed suppliers which would constitute a conflict-of-interest under the standards or the absence of any such conflict by completing a conflict disclosure certificate and filing it with the assistant secretary of the Board of Directors. Sanctions and remedies are clearly delineated for any breach of the published policy. |
| Form 990, Part VI, Section B, Line 15 | Decisions involving compensation of the Chief Executive Officer of the Joint Center are made by the executive community of the Board of Governors using a review of the compensation paid by comparable not-for-profit organizations in the metropolitan Washington, DC region based on surveys or other appropriate documentation, an independent consultant or a combination thereof. |
| Form 990, Part VI, Section C, Line 19 | The Joint Center makes its governing documents, conflict-of-interest policy, and financial statements available to the public upon request. documents are provided in paper or electronic form as specified by the requester. |
| Form 990, Part XI, Line 9 | For the year ending December 2013, The Joint Center incurred an operating loss of ($3,101,054). As a result of the current year's loss both the unrestricted and temporary net assets were reduce by $991,362 and $2,109,694 respectively. The net worth of the organization (total net assets) had a surplus balance of $2,892,537 as of December 31, 2013. |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Joint Center for Political and Economic Studies experienced a crisis in governance and financial difficulties during 2013. During the year the then president, Ralph Everett resigned. As a result of this resignation, many of the responsibilities related to this office were not met. At the same time there needed to be appointed, interim Board members to give the direction needed in this difficult period. The appointment of interim board members is not an overnight process and this time factor was not favorable to the overall affairs of the Center. Due to the financial difficulties, the Center began to lay off staff, and by the end of the first quarter in 2014 the Center had no employees. The combination of the aforementioned factors provide reasonable cause why Center was unable to file a timely return for 2013. The Center thus seeks waiver of any penalties that are associated with this late filing. | ExplanationTxt |
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