The Private Investor Coalition Inc: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
The Private Investor Coalition Inc (EIN 27-0645372)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-15
IRS object ID
201511359349303616
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)
Return2015-05-15T11:10:42-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521511275PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RAFFA PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11899 L STREET NW SUITE 900AddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20036ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270645372EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PRIVATE INVESTOR COALITION INCBusinessNameLine1
Business Name Line2C/O JOHN F SEHER CAPITOL CONTEXTBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlPRIVBusinessNameControlTxt
Phone3126760300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1575 7TH STREET NWAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20004ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDULCIE L TRUITTPersonNm
Person TitleDIRECTOR/PRESIDENTPersonTitleTxt
Phone3126760300PhoneNum
Signature2015-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK H SMITHPreparerPersonNm
PTINP00639053PTIN
Phone2028225000PhoneNum
Preparation2015-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDULCIE L TRUITTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1575 7TH STREET NWAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20004ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$534,900GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.PRIVATEINVESTORCOALITION.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2009FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionTHE CORPORATION ADVOCATES FOR THE EQUITABLE TREATMENT OF PRIVATE INVESTORS.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers14TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$352,400PYProgramServiceRevenueAmt
CY Program Service Revenue$534,900CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$352,400PYTotalRevenueAmt
CY Total Revenue$534,900CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$327,622PYOtherExpensesAmt
CY Other Expenses$391,913CYOtherExpensesAmt
PY Total Expenses$327,622PYTotalExpensesAmt
CY Total Expenses$391,913CYTotalExpensesAmt
PY Revenues Less Expenses$24,778PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$142,987CYRevenuesLessExpensesAmt
Total Assets BOY$230,318TotalAssetsBOYAmt
Total Assets EOY$388,906TotalAssetsEOYAmt
Total Liabilities BOY$231,229TotalLiabilitiesBOYAmt
Total Liabilities EOY$246,830TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$911NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$142,076NetAssetsOrFundBalancesEOYAmt
MissionTHE PURPOSE OF THE CORPORATION IS TO EDUCATE AND ADVOCATE FOR THE EQUITABLE TREATMENT OF PRIVATE INVESTORS, INCLUDING, WITHOUT LIMITATION, SINGLE FAMILY OFFICES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE CORPORATION EDUCATES ITS MEMBERS, NON-MEMBERS, AND ELECTED AND REGULATORY OFFICIALS ON THE ISSUES CONCERNING PRIVATE INVESTORS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DULCIE L TRUITTBusinessNameLine1
FieldValueIRS element (for citing)
Phone3126760300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 WEST MADISON STREET SUITE 3400AddressLine1
CityCHICAGOCity
StateILState
ZIP Code60606ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DULCIE L TRUITT
DIRECTOR/PRESIDENT3.00Yes (X)Yes (X)$0$0$0
MARIAN F DIETRICH
DIRECTOR/SENIOR V.P.2.00Yes (X)Yes (X)$0$0$0
TIMOTHY P TERRY
DIRECTOR/SECRETARY3.00Yes (X)Yes (X)$0$0$0
BETTY Y DYKSTRA
DIRECTOR2.00Yes (X)$0$0$0
JAKE FARVER
DIRECTOR2.00Yes (X)$0$0$0
STEVE HORNIG
DIRECTOR2.00Yes (X)$0$0$0
MARK LEVY
DIRECTOR (UNTIL 12/2013)2.00Yes (X)$0$0$0
LAURA LIANG
DIRECTOR2.00Yes (X)$0$0$0
LAIRD PENDLETON
DIRECTOR (UNTIL 01/2014)2.00Yes (X)$0$0$0
ROBERT PUCK
DIRECTOR (UNTIL 08/2013)2.00Yes (X)$0$0$0
SHELLY MARCIANO
DIRECTOR2.00Yes (X)$0$0$0
DAVID MARTIN
DIRECTOR2.00Yes (X)$0$0$0
KIRK ROSE
DIRECTOR2.00Yes (X)$0$0$0
DAVID ZISLIN
DIRECTOR2.00Yes (X)$0$0$0
LARRY DONCKERS
TREASURER (AS OF 01/2014)2.00Yes (X)$0$0$0
GARY EVANS
TREASURER (UNTIL 12/2013)2.00Yes (X)$0$0$0
KARL R ANDERSON
VICE PRESIDENT2.00Yes (X)$0$0$0
MARK M POLJAK
VICE PRESIDENT1.00Yes (X)$0$0$0
MARLO TURCOTTE
VICE PRESIDENT1.00Yes (X)$0$0$0
PAUL WILLIAMS
VICE PRESIDENT2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
VENABLE
575 7TH STREET NWWASHINGTONDC200041607LOBBYING$190,371
CAPITOL CONTEXT
575 7TH STREET NWWASHINGTONDC200041607LOBBYING$100,641
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescMEMBERSHIP DUESDesc
Business900099BusinessCd
Total Revenue Column$534,900TotalRevenueColumnAmt
Related Or Exempt Func Income$534,900RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$534,900TotalProgramServiceRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$534,900TotalRevenueColumnAmt
Related Or Exempt Func Income$534,900RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$29,038TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,380TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$353,191TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,122TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,506TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,676TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$391,913TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$225,318BOYAmt
EOY$375,705EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,000BOYAmt
EOY$13,201EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$230,318BOYAmt
EOY$388,906EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$34,229BOYAmt
EOY$61,830EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$197,000BOYAmt
EOY$185,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$231,229BOYAmt
EOY$246,830EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$911BOYAmt
EOY$142,076EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$911BOYAmt
EOY$142,076EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$230,318BOYAmt
EOY$388,906EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$142,987ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior YearYes (1)AgreeCarryoverPriorYearInd
Dues Assessments$534,900DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$353,191NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov-$615,668NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot-$262,477NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$534,900AggregateReportedDuesNtcAmt
Taxable-$797,377TaxableAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2FOLLOWING OFFICERS HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER: - DULCIE L. TRUITT AND KARL R. ANDERSON - MARIAN F. DIETRICH AND MARK M. POLJAK - STEVE HORNIG AND MARLO TURCOTTE
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11THE ENTIRE BOARD OF DIRECTORS REVIEWS THE FEDERAL FORM 990 BEFORE FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CPERIODIC REVIEWS ARE CONDUCTED NO LESS FREQUENTLY THAN ANNUALLY TO DETERMINE WHETHER THE CORPORATION OR ANY OF ITS DIRECTORS OR OFFICERS ARE ENGAGED IN ANY ACTIVITY THAT MAY VIOLATE THE CONFLICT OF INTEREST POLICY. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECT: - WHETHER ALL BUSINESS ARRANGEMENTS CONFORM TO THE CORPORATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT ON IN EXCESS BENEFIT TRANSACTION. IF THE GOVERNING BOARD OR THE COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE ACTION, INCLUDING ANY CORRECTIVE ACTION.
FORM 990, PART VI, SECTION C, LINE 19THE CORPORATION MAKES ITS FEDERAL FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.