FILENE RESEARCH INSTITUTE INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FILENE RESEARCH INSTITUTE INC (EIN 39-1645910)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-06
- IRS object ID
- 201500379349301460
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-06T16:41:52-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390974031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2110 LUANN LN | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537133074 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391645910 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FILENE RESEARCH INSTITUTE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FILE | BusinessNameControlTxt |
| Phone | 6086613740 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 612 W MAIN ST NO 105 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537034721 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK MEYER | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 6086613740 | PhoneNum |
| Signature | 2015-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE MAYER CPA | PreparerPersonNm |
| PTIN | P00187180 | PTIN |
| Phone | 6082744020 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK MEYER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 612 W MAIN ST NO 105 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537034721 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,230,027 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FILENE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | ANALYSIS ABOUT ISSUES AFFECTING THE FUTURE OF CONSUMER FINANCE AND CREDIT UNIONS | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,385,484 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,932,120 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $671,998 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $872,476 | CYProgramServiceRevenueAmt |
| PY Investment Income | $25,261 | PYInvestmentIncomeAmt |
| CY Investment Income | $24,238 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,082,743 | PYTotalRevenueAmt |
| CY Total Revenue | $4,828,834 | 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 | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $328,023 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,281,586 | PYOtherExpensesAmt |
| CY Other Expenses | $4,972,744 | CYOtherExpensesAmt |
| PY Total Expenses | $4,281,586 | PYTotalExpensesAmt |
| CY Total Expenses | $4,972,744 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$198,843 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$143,910 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,600,024 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,613,876 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $574,580 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $736,207 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,025,444 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,877,669 | NetAssetsOrFundBalancesEOYAmt |
| Mission | OUR MISSION IS TO SUPPORT RESEARCH EFFORTS THAT WILL ULTIMATELY ENHANCE THE WELL-BEING OF CONSUMERS AND ASSIST CREDIT UNIONS IN ADAPTING TO RAPIDLY CHANGING ECONOMIC, LEGAL, AND SOCIAL ENVIRONMENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,179,123 | ExpenseAmt |
| Desc | FILENE RESEARCH INSTITUTE SEEKS OUT HIGH PRIORITY RESEARCH QUESTIONS FOR THE BENEFIT OF CONSUMERS AND THE CREDIT UNION MOVEMENT. THE INSTITUTE REGULARLY PUBLISHES REPORTS ON ITS RESEARCH FINDINGS. THE INSTITUTE ALSO SPONSORS RESEARCH COLLOQUIA ON VITAL ISSUES AFFECTING CREDIT UNIONS. ARTICLES SUMMARIZING THE RESEARCH ARE WIDELY DISTRIBUTED IN THE TRADE AND GENERAL MEDIA AND IN THE PUBLICATIONS OF CREDIT UNION NATIONAL ASSOCIATION (CUNA), CREDIT UNION EXECUTIVES SOCIETY (CUES), AND THE STATE CREDIT UNION LEAGUES. THE INSTITUTE PUBLISHED 29 PUBLICATIONS DURING THE YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $917,263 | ExpenseAmt |
| Revenue | $4,375 | RevenueAmt |
| Desc | THROUGH FILENE RESEARCH INSTITUTE'S OUTREACH AND EDUCATION PROGRAM, THE INSTITUTE HOSTS RESEARCH COLLOQUIUMS, COMMUNITIES, RESEARCH COUNCILS, AND INNOVATION MEETINGS. THESE EVENTS AFFORD LEARNING OPPORTUNITIES, ENGAGEMENT, PEER NETWORKING, ADMINISTRATIVE PROCEEDINGS, AND ORGANIZATIONAL DIRECTION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $845,011 | ExpenseAmt |
| Revenue | $868,101 | RevenueAmt |
| Desc | FILENE RESEARCH INSTITUTE'S APPLIED RESEARCH AND INNOVATION PROGRAM TAKES THE MOST PROMISING RESEARCH AND USES IT TO BUILD AND TEST IDEAS WITH CREDIT UNIONS THAT SOLVE REAL-WORLD, CONSUMER FINANCE PROBLEMS. CREDIT UNIONS ARE ALSO EDUCATED ON THE INNOVATION COMPETENCY THROUGH INNOVATION WORKSHOPS AND THE INSTITUTE'S I3 (IDEAS, INNOVATION, AND IMPLEMENTATION) WORK GROUP. I3 IS MADE UP OF CREDIT UNION PROFESSIONALS (EMPLOYED WITH A CREDIT UNION OR CREDIT UNION SERVICE ORGANIZATION) WHO STRIVE TO BE TRANSFORMATIONAL LEADERS IN BUILDING THE FUTURE OF CREDIT UNIONS AND TO CREATE NEW IDEAS, INNOVATE, AND IMPLEMENT FOR THE BENEFIT OF THE CREDIT UNION INDUSTRY. THE INSTITUTE PUBLISHED 15 INNOVATION CONCEPTS AND CONDUCTED 6 PILOTS WITH CREDIT UNIONS DURING THE YEAR. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,941,397 | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 64 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATSY STEWART | PersonNm |
| Phone | 6086613754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 612 W MAIN ST STE 105 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537034721 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| PAUL KUNDERT | ||||||
| CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MAURICE SMITH | ||||||
| VICE CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BILL CHENEY | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TRACIE KENYON | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PATRICIA SMITH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAN ROCHE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BOB TRUNZO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK MEYER | ||||||
| CHIEF EXECUTIVE OFFICER | 60.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUNA MUTUAL GROUP | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5910 MINERAL POINT RD | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537054456 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MANAGEMENT AND ADMINISTRATIVE SERVICES | ServicesDesc |
| Compensation | $3,184,547 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $3,558,120 | MembershipDuesAmt |
| All Other Contributions | $374,000 | AllOtherContributionsAmt |
| Total Contributions | $3,932,120 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| APPLIED RESEARCH AND I | 541720 | $868,101 | $868,101 |
| OTHER PROGRAM SERVICES | 541720 | $4,375 | $4,375 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $872,476 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,424 | TotalRevenueColumnAmt |
| Exclusion | $29,424 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $396,007 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $401,193 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$5,186 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,186 | TotalRevenueColumnAmt |
| Exclusion | -$5,186 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,828,834 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $872,476 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $24,238 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,093 | TotalAmt |
| Fundraising | $2,093 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,994 | TotalAmt |
| Program Services | $24,583 | ProgramServicesAmt |
| Management And General | $5,982 | ManagementAndGeneralAmt |
| Fundraising | $429 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,935 | TotalAmt |
| Management And General | $1,935 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,082,103 | TotalAmt |
| Program Services | $3,287,645 | ProgramServicesAmt |
| Management And General | $574,164 | ManagementAndGeneralAmt |
| Fundraising | $220,294 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,318 | TotalAmt |
| Program Services | $11,611 | ProgramServicesAmt |
| Fundraising | $52,707 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,985 | TotalAmt |
| Program Services | $74,709 | ProgramServicesAmt |
| Management And General | $17,041 | ManagementAndGeneralAmt |
| Fundraising | $8,235 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,082 | TotalAmt |
| Program Services | $133,997 | ProgramServicesAmt |
| Management And General | $24,603 | ManagementAndGeneralAmt |
| Fundraising | $10,482 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,104 | TotalAmt |
| Program Services | $194,780 | ProgramServicesAmt |
| Management And General | $27,501 | ManagementAndGeneralAmt |
| Fundraising | $11,823 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,471 | TotalAmt |
| Program Services | $121,455 | ProgramServicesAmt |
| Management And General | $29,557 | ManagementAndGeneralAmt |
| Fundraising | $12,459 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,545 | TotalAmt |
| Program Services | $53,898 | ProgramServicesAmt |
| Management And General | $13,118 | ManagementAndGeneralAmt |
| Fundraising | $5,529 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,034 | TotalAmt |
| Program Services | $8,941 | ProgramServicesAmt |
| Management And General | $2,176 | ManagementAndGeneralAmt |
| Fundraising | $917 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,080 | TotalAmt |
| Program Services | $29,778 | ProgramServicesAmt |
| Management And General | $7,247 | ManagementAndGeneralAmt |
| Fundraising | $3,055 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,972,744 | TotalAmt |
| Program Services | $3,941,397 | ProgramServicesAmt |
| Management And General | $703,324 | ManagementAndGeneralAmt |
| Fundraising | $328,023 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,504 | BOYAmt |
| EOY | $15,634 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,826,756 | BOYAmt |
| EOY | $3,924,610 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,435 | BOYAmt |
| EOY | $74,070 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,906 | BOYAmt |
| EOY | $8,326 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $255,906 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $140,023 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,502 | BOYAmt |
| EOY | $115,883 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,397 | BOYAmt |
| EOY | $28,650 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $480,524 | BOYAmt |
| EOY | $446,703 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,600,024 | BOYAmt |
| EOY | $4,613,876 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $426,208 | BOYAmt |
| EOY | $560,657 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,372 | BOYAmt |
| EOY | $175,550 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $574,580 | BOYAmt |
| EOY | $736,207 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,964,444 | BOYAmt |
| EOY | $3,773,438 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,000 | BOYAmt |
| EOY | $104,231 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,025,444 | BOYAmt |
| EOY | $3,877,669 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,600,024 | BOYAmt |
| EOY | $4,613,876 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$143,910 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,865 | 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 | $2,389,315 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,904,537 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,496,232 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,385,484 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,932,120 | CurrentTaxYearAmt |
| Total | $16,107,688 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,389,315 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,904,537 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,496,232 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,385,484 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,932,120 | CurrentTaxYearAmt |
| Total | $16,107,688 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $618,608 | SubstantialContributorsTotAmt |
| Public Support Total170 | $15,489,080 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,228 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,379 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,847 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,268 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,424 | CurrentTaxYearAmt |
| Total | $118,146 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $16,225,834 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,757,528 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95460 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94890 | 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 | $8,744 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,554 | DepreciationAmt |
| Book Value | $4,190 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $116,956 | OtherCostOrOtherBasisAmt |
| Depreciation | $75,593 | DepreciationAmt |
| Book Value | $41,363 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $130,206 | OtherCostOrOtherBasisAmt |
| Depreciation | $59,876 | DepreciationAmt |
| Book Value | $70,330 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $115,883 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM SALE OF DEBT IN FOCUS | Desc |
| Book Value | $446,703 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $446,703 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $4,824,969 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,865 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$3,865 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,828,834 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,828,834 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,972,744 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,972,744 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,972,744 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE INSTITUTE LEASES ITS EMPLOYEES, INCLUDING ITS CHIEF EXECUTIVE OFFICER, FROM CUNA MUTAL GROUP. THE CHIEF EXECUTIVE OFFICER PERFORMS MANAGEMENT DUTIES SUCH AS SUPERVISING PERSONNEL, PLANNING AND EXECUTING BUDGETS AND FINANCIAL OPERATIONS, AND SUPERVISING EXEMPT OPERATIONS. DURING THE CALENDAR YEAR 2013 THE CHIEF EXECUTIVE OFFICER RECEIVED $314,449 OF REPORTABLE COMPENSATION AND $29,705 OF OTHER COMPENSATION FROM CUNA MUTAL GROUP. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE PREPARED FORM 990 IS PROVIDED TO BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. THE DISTRIBUTION OF THE DRAFT RETURN AND ANY REVISED RETURN ARE BOTH CONDUCTED ELECTRONICALLY. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL MEMBERS OF THE INSTITUTE'S GOVERNING BODY EACH COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. THE STATEMENTS ARE REVIEWED BY THE GOVERNING BODY. A COPY OF EACH STATEMENT IS MAINTAINED BY THE INSTITUTE. THE INSTITUTE'S EMPLOYEES COMPLETE CUNA MUTUAL GROUP'S CONFLICT OF INTEREST STATEMENT ELECTRONICALLY. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE INSTITUTE'S GOVERNING BODY USES SEVERAL RESOURCES TO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR/CEO AND THE INSTITUTE'S EMPLOYEES INCLUDING CUNA MUTUAL GROUP'S COMPENSATION EXPERTS, COMPENSATION AND BENEFITS SURVEYS FROM WATSON WYATT WORLDWIDE, RESOURCES WITHIN THE CREDIT UNION SYSTEM AND WITHIN THE ORGANIZATIONS/NETWORKS OF THE MEMBERS OF THE GOVERNING BODY, INDUSTRY DATA POINTS, AND THE GUIDESTAR NONPROFIT COMPENSATION REPORT AND OTHER INFORMATION ON NONPROFIT ORGANIZATIONS AVAILABLE THROUGH WWW.GUIDESTAR.ORG. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE INSTITUTE PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE GENERAL PUBLIC UPON WRITTEN REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 280,855. MANAGEMENT AND GENERAL EXPENSES 13,169. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 294,024. EMPLOYEE LEASING SERVICES: PROGRAM SERVICE EXPENSES 2,147,587. MANAGEMENT AND GENERAL EXPENSES 522,642. FUNDRAISING EXPENSES 220,294. TOTAL EXPENSES 2,890,523. PRINTING SERVICES: PROGRAM SERVICE EXPENSES 25,479. MANAGEMENT AND GENERAL EXPENSES 1,195. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,674. PUBLICATION SERVICES: PROGRAM SERVICE EXPENSES 142,095. MANAGEMENT AND GENERAL EXPENSES 6,663. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 148,758. RESEARCH SERVICES: PROGRAM SERVICE EXPENSES 691,629. MANAGEMENT AND GENERAL EXPENSES 30,495. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 722,124. |
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