NEWDEAL: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
NEWDEAL (EIN 27-3147985)
Tax period
2013-06-01 to 2014-05-31
Filed
2015-03-10
IRS object ID
201500699349300120
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

FieldValueIRS element (for citing)
Return2015-03-10T13:58:10-04:00ReturnTs
Tax Period End2014-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN753263342PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CH Tax and Accounting Srvc LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11400 Mercantile Ln Ste 242AddressLine1
CityLargoCity
StateMDState
ZIP Code20774ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273147985EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEWDEALBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlNEWDBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1233 PENNSYLVANIA AVE SEAddressLine1
CityWashingtonCity
StateDCState
ZIP Code20003ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHELEN MILBYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2026601340PhoneNum
Signature2015-01-26SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTammy D Hines CPAPreparerPersonNm
PTINP00571576PTIN
Phone2407704468PhoneNum
Preparation2015-03-10PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDEBRA COX BULTANPrincipalOfficerNm
Gross Receipts$409,500GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website Addresswww.NewDEALLeaders.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2010FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionThe NewDEAL has worked to advance the public interest by providing opportunities for state and local elected officials to share pro-growth progressive ideas publicly, with each other, and with policy and other experts.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$213,530PYContributionsGrantsAmt
CY Contributions Grants$409,500CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$213,530PYTotalRevenueAmt
CY Total Revenue$409,500CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$77,631PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$132,924CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$27,500PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$32,500CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$50,550CYTotalFundraisingExpenseAmt
PY Other Expenses$146,999PYOtherExpensesAmt
CY Other Expenses$149,405CYOtherExpensesAmt
PY Total Expenses$252,130PYTotalExpensesAmt
CY Total Expenses$314,829CYTotalExpensesAmt
PY Revenues Less Expenses-$38,600PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$94,671CYRevenuesLessExpensesAmt
Total Assets BOY$69,369TotalAssetsBOYAmt
Total Assets EOY$164,040TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$69,369NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$164,040NetAssetsOrFundBalancesEOYAmt
MissionThe NewDEAL has worked to advance the public interest by providing opportunities for state and local elected officials to share pro-growth progressive ideas publicly, with each other, and with policy and other experts.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$234,599ExpenseAmt
DescThe NewDEAL has worked to advance the public interest by providing opportunities for state and local elected officials to share pro-growth progressive ideas publicly, with each other, and with policy and other experts.Desc
Total Program Service Expenses$234,599TotalProgramServiceExpensesAmt
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document8IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsYes (true)NondeductibleContributionsInd
Nondeductible Contri DisclYes (true)NondeductibleContriDisclInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonHELEN MILBYPersonNm
Phone2026601340PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1233 PENNSYLVANIA AVE SEAddressLine1
CityWashingtonCity
StateDCState
ZIP Code20003ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
HELEN MILBY
PRESIDENT5.000.00Yes (X)Yes (X)$0$0$0
HOLLY PAGE
TREASURER1.000.00Yes (X)Yes (X)$0$0$0
SUE CHARLTON
BOARD MEMBER1.000.00Yes (X)$0$0$0
CLAUDE FONTHEIM
BOARD MEMBER1.000.00Yes (X)$0$0$0
CHARLIE SALEM
BOARD MEMBER1.000.00Yes (X)$0$0$0
JOHN MICHAEL GONZALEZ
BOARD MEMBER1.000.00Yes (X)$0$0$0
JIM BONHAM
BOARD MEMBER1.000.00Yes (X)$0$0$0
SAM FRIED
BOARD MEMBER1.000.00Yes (X)$0$0$0
LORANNE AUSLEY
BOARD MEMBER1.000.00Yes (X)$0$0$0
MELISSA MAXFIELD
BOARD MEMBER1.000.00Yes (X)$0$0$0
RAJ GOYLE
BOARD MEMBER1.000.00Yes (X)$0$0$0
MICHAEL KEMPNER
BOARD MEMBER1.000.00Yes (X)$0$0$0
JOHN MIYASATO
BOARD MEMBER1.000.00Yes (X)$0$0$0
DEBRA COX BULTAN
SECRETARY20.000.00Yes (X)$60,000$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$60,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$409,500AllOtherContributionsAmt
Total Contributions$409,500TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$409,500TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$60,000TotalAmt
Program Services$36,000ProgramServicesAmt
Management And General$12,000ManagementAndGeneralAmt
Fundraising$12,000FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$60,500TotalAmt
Program Services$48,400ProgramServicesAmt
Management And General$6,050ManagementAndGeneralAmt
Fundraising$6,050FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,600TotalAmt
Program Services$2,080ProgramServicesAmt
Management And General$520ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$9,824TotalAmt
Program Services$7,860ProgramServicesAmt
Management And General$1,964ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,301TotalAmt
Program Services$2,864ProgramServicesAmt
Management And General$1,437ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$32,500TotalAmt
Fundraising$32,500FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$15,006TotalAmt
Program Services$11,347ProgramServicesAmt
Management And General$3,659ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$185TotalAmt
Program Services$185ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$9,360TotalAmt
Program Services$7,883ProgramServicesAmt
Management And General$1,477ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$116,534TotalAmt
Program Services$116,534ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$665TotalAmt
Management And General$665ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
OFFICE SUPPLIES OTHER COST$1,372$720$652
PHONES$1,256$1,256
POSTAGE MAILING AND PRINTING$726$726

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$314,829TotalAmt
Program Services$234,599ProgramServicesAmt
Management And General$29,680ManagementAndGeneralAmt
Fundraising$50,550FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$69,369BOYAmt
EOY$164,040EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$69,369BOYAmt
EOY$164,040EOYAmt

Total Liabilities TotalLiabilitiesGrp

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$69,369BOYAmt
EOY$164,040EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$69,369BOYAmt
EOY$164,040EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$69,369BOYAmt
EOY$164,040EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$94,671ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonBLOOM STRATEGIC COPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 EAST 29TH ST APT 48FAddressLine1
CityNew YorkCity
StateNYState
ZIP Code10018ZIPCode
FieldValueIRS element (for citing)
ActivityConsulted on tele direct solicitActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Retained By Contractor$32,500RetainedByContractorAmt
Net To Organization-$32,500NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$32,500TotalRetainedByContractorsAmt
Total Net To Organization-$32,500TotalNetToOrganizationAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990 governing body review Part VI line 11The organization's Treasurer and Secretary reviewed this form 990 for accuracy. All Directors were provided a copy of the form 990 before it was filed. The organization provided a detailed list of review comments for preparer of Form 990 to address and review.
Conflict of interest policy compliance Part VI line 12cThe NewDEAL has a conflict of interest policy as part of its bylaws. Every Director receives a copy of the bylaws upon appointment to the Board, and the Board of Directors reviews the bylaws annually.
Governing documents etc available to public Part VI line 19The organization makes its annual federal form 990 available to the public. All requests must be in writing
Explanation of other changes in net assets or fund balances Part XI line 9ROUNDING
List of other fees for services expenses Part IX line 11gOUTSIDE CONSULTANT FEES TO 2 VENDORS TO SUPPORT ORGANIZATION PROGRAMS CONSULTANT 1-$13K, CONSULTANT 2-$1K, ALL OTHERS $0K

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