EDUCATION RESOURCE STRATEGIES INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- EDUCATION RESOURCE STRATEGIES INC (EIN 20-1978102)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-01
- IRS object ID
- 201632149349300128
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-01T09:42:55-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431985162 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH SULLIVAN & BROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 FLANDERS ROAD - SUITE 200 | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201978102 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDUCATION RESOURCE STRATEGIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDUC | BusinessNameControlTxt |
| Phone | 6176078000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 PLEASANT STREET SUITE C-200 | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02472 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN H MILES | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6176078000 | PhoneNum |
| Signature | 2016-07-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA M SMITH CPA | PreparerPersonNm |
| PTIN | P00316105 | PTIN |
| Phone | 5088717178 | PhoneNum |
| Preparation | 2016-07-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KAREN H MILES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 PLEASANT STREET SUITE C-200 | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02472 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,213,859 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ERSTRATEGIES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | ERS IS A NON-PROFIT ORGANIZATION DEDICATED TO TRANSFORMING URBAN SCHOOL SYSTEMS BY HELPING LEADERS STRATEGICALLY USE RESOURCES TO DRAMATICALLY IMPROVE STUDENT LEARNING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 68 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,075,283 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,250,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,596,788 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,878,889 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,377 | PYInvestmentIncomeAmt |
| CY Investment Income | $36,833 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $6,674,448 | PYTotalRevenueAmt |
| CY Total Revenue | $14,165,722 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,335,885 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,097,241 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $81,273 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,623,445 | PYOtherExpensesAmt |
| CY Other Expenses | $3,408,044 | CYOtherExpensesAmt |
| PY Total Expenses | $6,959,330 | PYTotalExpensesAmt |
| CY Total Expenses | $8,505,285 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$284,882 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,660,437 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,894,954 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,695,785 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $364,330 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $573,097 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,530,624 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,122,688 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ERS IS A NON-PROFIT ORGANIZATION DEDICATED TO TRANSFORMING URBAN SCHOOL SYSTEMS BY HELPING LEADERS STRATEGICALLY USE RESOURCES TO DRAMATICALLY IMPROVE STUDENT LEARNING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,422,925 | ExpenseAmt |
| Revenue | $4,571,926 | RevenueAmt |
| Desc | CONSULTING:ERS' GOAL IS TO CHANGE THE WAY TIME, PEOPLE AND MONEY ARE USED IN URBAN EDUCATION SO THAT ALL STUDENTS RECEIVE THE SUPPORT THEY NEED TO SUCCEED. WE WORK WITH LARGE URBAN SCHOOL SYSTEMS TO TRANSFORM THEIR RESOURCE USE TO DRAMATICALLY IMPROVE STUDENT LEARNING. ERS HAS DEVELOPED A VISION FOR HOW SCHOOLS CAN STRATEGICALLY MANAGE THEIR RESOURCES TO SUPPORT STUDENTS, AND HOW SCHOOL SYSTEMS CAN ORGANIZE TO SUPPORT SCHOOLS IN THESE EFFORTS. WE WORK HAND-IN-HAND WITH DISTRICTS TO IMPLEMENT SOLUTIONS THAT ENABLE SCHOOL SYSTEMS TO REALIZE THIS TRANSFORMATION. IN ADDITION, WE HAVE BEGUN WORKING WITH STATES AROUND ON HOW THEY CAN SUPPORT THEIR DISTRICTS IN TRANSFORMATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,203,975 | ExpenseAmt |
| Revenue | $863 | RevenueAmt |
| Desc | KNOWLEDGE AND RESEARCH:ERS IS THE ONLY ORGANIZATION WITH MORE THAN 10 YEARS' EXPERIENCE WORKING WITH THE LARGEST URBAN SCHOOL SYSTEMS IN THE COUNTRY IN THE AREA OF STRATEGIC RESOURCE ALLOCATION. WE HAVE WORKED WITH MORE THAN 20 SCHOOL SYSTEMS NATIONWIDE TO INTRODUCE INNOVATIVE AND EFFECTIVE SOLUTIONS. ERS IS COMMITTED TO DISSEMINATING THE KNOWLEDGE GAINED FROM OUR EXPERIENCE AND RESEARCH BY PROVIDING INFORMATION DIRECTLY TO DISTRICT LEADERS, PARTNERING WITH NATIONAL ORGANIZATIONS TO GET THE WORD OUT, AND CONVENING THOUGHT LEADERS AND PRACTITIONERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,781,927 | ExpenseAmt |
| Revenue | $306,100 | RevenueAmt |
| Desc | TOOLS AND TRAINING:ERS HAS DEVELOPED A COLLECTION OF RESOURCES AND TOOLS TO AID DISTRICTS AND SCHOOLS TO IDENTIFY AREAS OF UNINTENTIONAL "MISALIGNMENT', WHERE SPENDING PATTERNS DO NOT ACTUALLY SUPPORT STRATEGIC GOALS THAT WILL LEAD TO HIGH PERFORMING SCHOOLS. VARIOUS TOOLS ARE AVAILABLE TO SUPPORT DISTRICT LEADERS IN BOTH GETTING A QUICK OVERVIEW OF RESOURCE ALLOCATION CHALLENGES AND IN CONDUCTING IN-DEPTH ANALYSIS USING ACTUAL DISTRICT AND SCHOOL-LEVEL DATA. SOME ARE AVAILABLE TO DOWNLOAD FROM THE ERS WEBSITE AT NO COSTS. IN ADDITION, ERS IS BEGINNING TO OFFER DIRECT SUPPORT TO HELP SCHOOL AND DISTRICT LEADERS, AND THOSE WHO SUPPORT THEM, TO MAKE EFFECTIVE USE OF OUR TOOLS TO CREATE LOCAL CHANGE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,408,827 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 68 | 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 | Yes (1) | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | Yes (1) | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN H MILES EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6176078000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 PLEASANT STREET SUITE C-200 | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02472 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MARCIA BLENKO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SONJA BROOKINS SANTELISES | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELLEN GUINEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIS HAWLEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MONICA HIGGINS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| URI TREISMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN H MILES | ||||||||
| PRESIDENT & EXECUTIVE DIRECTOR | 32.00 | $199,172 | $0 | $19,177 | Yes (X) | |||
| KAREN BAROODY | ||||||||
| PARTNER & MANAGING DIRECTOR | 20.00 | $101,000 | $0 | $5,125 | Yes (X) | |||
| STEPHEN FRANK | ||||||||
| PARTNER | 40.00 | $188,924 | $0 | $9,867 | Yes (X) | |||
| DAVID ROSENBERG | ||||||||
| PARTNER | 40.00 | $185,470 | $0 | $4,517 | Yes (X) | |||
| JONATHAN TRAVERS | ||||||||
| PARTNER | 40.00 | $202,466 | $0 | $20,172 | Yes (X) | |||
| KRISTAN SINGLETON | ||||||||
| DIR, TOOLS & TRAINING | 40.00 | $143,170 | $0 | $7,843 | Yes (X) | |||
| KATHERINE CARPENTER BERNIER | ||||||||
| PROGRAM LEADER | 40.00 | $136,605 | $0 | $7,983 | Yes (X) | |||
| CHRISTOPHER LEWIS | ||||||||
| MANAGER | 40.00 | $119,761 | $0 | $16,864 | Yes (X) | |||
| ALISON HAUSMAN | ||||||||
| DIRECTOR, COMMUNICATIONS | 40.00 | $103,083 | $0 | $16,530 | Yes (X) | |||
| SAMANTHA HURWITZ ENSSLIN | ||||||||
| MANAGER | 40.00 | $120,941 | $0 | $9,008 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,500,592 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $117,086 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VERNDALE CORPORATION | |||||
| 320 CONGRESS STREET | BOSTON | MA | 02210 | SOFTWARE DEVELOPMENT | $591,975 |
| GREEN RIVER DATA ANALYSIS LLC | |||||
| 167 MAIN STREET SUITE 103 | BRATTLEBORO | VT | 05301 | SOFTWARE DEVELOPMENT | $358,253 |
| ACCOUNTING MANAGEMENT SOLUTIONS | |||||
| 800 SOUTH STREET SUITE 195 | WALTHAM | MA | 02453 | ACCOUNTING & BOOKKEPING | $148,720 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $9,250,000 | AllOtherContributionsAmt |
| Total Contributions | $9,250,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACT SERVICE REVENUE | 611710 | $4,757,786 | $4,757,786 |
| TRAVEL REIMBURSEMENT | 611710 | $71,103 | $71,103 |
| LICENSING INCOME | 611710 | $50,000 | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,878,889 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,995 | TotalRevenueColumnAmt |
| Exclusion | $36,995 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $47,975 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $48,137 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$162 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$162 | TotalRevenueColumnAmt |
| Exclusion | -$162 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,165,722 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,878,889 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $36,833 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,051,631 | TotalAmt |
| Program Services | $910,103 | ProgramServicesAmt |
| Management And General | $126,277 | ManagementAndGeneralAmt |
| Fundraising | $15,251 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,426,940 | TotalAmt |
| Program Services | $3,035,679 | ProgramServicesAmt |
| Management And General | $340,392 | ManagementAndGeneralAmt |
| Fundraising | $50,869 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,708 | TotalAmt |
| Program Services | $65,651 | ProgramServicesAmt |
| Management And General | $8,547 | ManagementAndGeneralAmt |
| Fundraising | $510 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,385 | TotalAmt |
| Program Services | $192,914 | ProgramServicesAmt |
| Management And General | $29,174 | ManagementAndGeneralAmt |
| Fundraising | $2,297 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,577 | TotalAmt |
| Program Services | $279,299 | ProgramServicesAmt |
| Management And General | $37,214 | ManagementAndGeneralAmt |
| Fundraising | $3,064 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,366 | TotalAmt |
| Management And General | $3,366 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,410 | TotalAmt |
| Management And General | $215,410 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,044,751 | TotalAmt |
| Program Services | $986,350 | ProgramServicesAmt |
| Management And General | $57,738 | ManagementAndGeneralAmt |
| Fundraising | $663 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,020 | TotalAmt |
| Program Services | $325,007 | ProgramServicesAmt |
| Management And General | $46,802 | ManagementAndGeneralAmt |
| Fundraising | $3,211 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,792 | TotalAmt |
| Program Services | $287,425 | ProgramServicesAmt |
| Management And General | $66,214 | ManagementAndGeneralAmt |
| Fundraising | $3,153 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393,298 | TotalAmt |
| Program Services | $352,114 | ProgramServicesAmt |
| Management And General | $41,040 | ManagementAndGeneralAmt |
| Fundraising | $144 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $808,223 | TotalAmt |
| Program Services | $799,490 | ProgramServicesAmt |
| Management And General | $8,069 | ManagementAndGeneralAmt |
| Fundraising | $664 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,776 | TotalAmt |
| Management And General | $14,776 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROFESSIONAL DEVELOPMEN | $189,959 | $172,761 | $15,751 | $1,447 |
| MISCELLANEOUS | $6,449 | $2,034 | $4,415 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,505,285 | TotalAmt |
| Program Services | $7,408,827 | ProgramServicesAmt |
| Management And General | $1,015,185 | ManagementAndGeneralAmt |
| Fundraising | $81,273 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,363,702 | BOYAmt |
| EOY | $564,175 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,793,467 | BOYAmt |
| EOY | $494,657 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $715,000 | BOYAmt |
| EOY | $2,616,350 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,851,979 | BOYAmt |
| EOY | $817,068 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,812 | BOYAmt |
| EOY | $153,926 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,913,853 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,167,775 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,093,994 | BOYAmt |
| EOY | $1,746,078 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $7,215,531 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,000 | BOYAmt |
| EOY | $88,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,894,954 | BOYAmt |
| EOY | $13,695,785 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,965 | BOYAmt |
| EOY | $383,168 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,046 | BOYAmt |
| EOY | $120,174 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,319 | BOYAmt |
| EOY | $69,755 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $364,330 | BOYAmt |
| EOY | $573,097 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,270,255 | BOYAmt |
| EOY | $9,280,667 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,260,369 | BOYAmt |
| EOY | $3,842,021 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,530,624 | BOYAmt |
| EOY | $13,122,688 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,894,954 | BOYAmt |
| EOY | $13,695,785 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,660,437 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$68,373 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | $3,168,884 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,031,748 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,062,786 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,498,757 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,007,786 | CurrentTaxYearAmt |
| Total | $35,769,961 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,168,884 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,031,748 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,062,786 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,498,757 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,007,786 | CurrentTaxYearAmt |
| Total | $35,769,961 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $15,554,260 | SubstantialContributorsTotAmt |
| Public Support Total170 | $20,215,701 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,811 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,053 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,521 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,377 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,930 | CurrentTaxYearAmt |
| Total | $18,692 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $35,788,653 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $994,882 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.56490 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59210 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $143,627 | OtherCostOrOtherBasisAmt |
| Depreciation | $59,270 | DepreciationAmt |
| Book Value | $84,357 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $201,142 | OtherCostOrOtherBasisAmt |
| Depreciation | $179,687 | DepreciationAmt |
| Book Value | $21,455 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,569,084 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,928,818 | DepreciationAmt |
| Book Value | $1,640,266 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,746,078 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $69,755 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $69,755 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,097,349 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$68,373 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$68,373 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,165,722 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,165,722 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,505,285 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,505,285 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,505,285 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TAX POSITION: THE ORGANIZATION CURRENTLY EVALUATES ALL TAX POSITIONS, AND MAKES A DETERMINATION REGARDING THE LIKELIHOOD OF THOSE POSITIONS BEING UPHELD UNDER REVIEW. THE PRIMARY TAX POSITIONS MADE BY THE ORGANIZATION ARE THE EXISTENCE OF UNRELATED BUSINESS INCOME TAX AND THE ORGANIZATION'S STATUS AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. FOR THE YEARS PRESENTED, THE ORGANIZATION HAS NOT RECOGNIZED ANY TAX BENEFITS OR LOSS CONTINGENCIES FOR UNCERTAIN TAX POSITIONS BASED ON THIS EVALUATION. | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KAREN H MILES | ||||||||||||||
| PRESIDENT & EXECUTIVE DIRECTOR | $199,172 | $0 | $0 | $0 | $0 | $0 | $10,062 | $0 | $9,115 | $0 | $218,349 | $0 | $0 | $0 |
| STEPHEN FRANK | ||||||||||||||
| PARTNER | $188,924 | $0 | $0 | $0 | $0 | $0 | $9,000 | $0 | $867 | $0 | $198,791 | $0 | $0 | $0 |
| DAVID ROSENBERG | ||||||||||||||
| PARTNER | $185,470 | $0 | $0 | $0 | $0 | $0 | $3,661 | $0 | $856 | $0 | $189,987 | $0 | $0 | $0 |
| JONATHAN TRAVERS | ||||||||||||||
| PARTNER | $202,466 | $0 | $0 | $0 | $0 | $0 | $8,958 | $0 | $11,214 | $0 | $222,638 | $0 | $0 | $0 |
| KRISTAN SINGLETON | ||||||||||||||
| DIR, TOOLS & TRAINING | $143,170 | $0 | $0 | $0 | $0 | $0 | $7,140 | $0 | $703 | $0 | $151,013 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE EXECUTIVE DIRECTOR'S FATHER IS A MEMBER OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S BOARD OF DIRECTORS REVIEWS THE 990 COMPARING IT TO THE FINANCIAL STATEMENTS AND THE ORGANIZATION'S GENERAL INFORMATION BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST ON A PERIODIC BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 7,236. MANAGEMENT AND GENERAL EXPENSES 1,462. FUNDRAISING EXPENSES 79. TOTAL EXPENSES 8,777. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 138,935. MANAGEMENT AND GENERAL EXPENSES 55,747. FUNDRAISING EXPENSES 540. TOTAL EXPENSES 195,222. IT CONSULTANTS: PROGRAM SERVICE EXPENSES 840,179. MANAGEMENT AND GENERAL EXPENSES 529. FUNDRAISING EXPENSES 44. TOTAL EXPENSES 840,752. |