URBAN ALLIANCE FOUNDATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- URBAN ALLIANCE FOUNDATION INC (EIN 52-1938443)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-23
- IRS object ID
- 201521749349300002
- Schema version
- 2014v5.0
- 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 | 2015-06-23T07:23:19-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521511275 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Raffa PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L Street NW Suite 900 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521938443 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Urban Alliance Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | URBA | BusinessNameControlTxt |
| Phone | 2024594300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2030 Q Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20009 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Eshauna Smith | PersonNm |
| Person Title | Chief Executive Officer | PersonTitleTxt |
| Phone | 2024594300 | PhoneNum |
| Signature | 2015-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Frank H Smith | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 2028225000 | PhoneNum |
| Preparation | 2015-06-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Eshauna Smith | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2030 Q Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,036,524 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.theurbanalliance.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | The Foundation empowers under-resourced youth to aspire, work and succeed through paid internships, formal training, and mentorship. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 950 | TotalEmployeeCnt |
| Total Volunteers | 21 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,052,294 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,175,113 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $24,751 | PYInvestmentIncomeAmt |
| CY Investment Income | $56,982 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,037 | PYOtherRevenueAmt |
| CY Other Revenue | $3,348 | CYOtherRevenueAmt |
| PY Total Revenue | $5,089,082 | PYTotalRevenueAmt |
| CY Total Revenue | $6,235,443 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $44,800 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $48,371 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,500,991 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,021,828 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $573,443 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,175,626 | PYOtherExpensesAmt |
| CY Other Expenses | $2,693,032 | CYOtherExpensesAmt |
| PY Total Expenses | $4,721,417 | PYTotalExpensesAmt |
| CY Total Expenses | $5,763,231 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $367,665 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $472,212 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,863,123 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,589,838 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $988,340 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,263,967 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,874,783 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,325,871 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Urban Alliance Foundation, Inc. (the Foundation) places public school students from economically disadvantaged communities in employment environments where they will be exposed to both professional and personal development through employment training & mentorships. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,941,768 | ExpenseAmt |
| Grant | $48,371 | GrantAmt |
| Desc | High School Internship Program: The High School Internship Program is a youth employment program open to DC, Baltimore, Chicago, and Alexandria and Arlington, Virginia public and charter school seniors who are eligible for a half-day schedule. Students work in paid internships, attend life-skills/job readiness/financial literacy workshops, and receive college/career planning assistance. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $569,381 | ExpenseAmt |
| Desc | Program Development: Program Development refers to activities designed to increase the quantity and quality of the Foundation's programs. Replication activities are designed to increase the quantity of youth served by the Foundation's programs by finding new and innovative ways to deliver programs in current areas served as well as by expanding to offer proven program models in new areas. The quality of all the Foundation's programs is improved through evaluation activities designed to identify strengths and areas for growth that inform the Foundation's program operations. Evaluation activities include a 5-year experimental design study with the Urban Institute as well as short term outcome evaluations that allow the Foundation to improve program quality and deliver improved services to youth. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $280,821 | ExpenseAmt |
| Desc | Youth programs: Youth programs is comprised of Alumni Services and Outsourced Programs. Alumni Services provides graduates of the Foundation programs with support during post-high school years. Services include but are not limited to paid summer internships their first year out of high school, resume and cover letter review, assistance with obtaining financial aid, assistance with college transfers, and job search and placement help. In addition, the Foundation has developed a customized, interactive website where alumni can connect with other alumni. In an effort to serve more students, the Foundation has made its curriculum and training sessions for youth employment education available to outside organizations on a limited basis, provided that project scopes and organizations align with the Foundation's mission. The Foundation's curriculum will be selected and modified, if necessary, to meet the needs of the project. The Foundation receives revenue for an organization's use of the Foundation's curriculum, professional fees for the Foundation staff, and expenses necessary to execute the project. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,791,970 | 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 | Yes (1) | 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | 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 | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 950 | 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 | 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 | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Eshauna Smith | PersonNm |
| Phone | 2024594300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2030 Q Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20009 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Mary Menell Zients | |||||||
| Board Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Andrew Plepler | |||||||
| Board President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Karen Leder | |||||||
| Board Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Anna Powell Bard | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Viki Betancourt | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Karen Campbell | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Bruce Charendoff | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Shannon DiBari | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Gary Ginsberg | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Christine Gregory | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Nicholas Kilavos | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Tom Knoll | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Kristin Kosmides | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Colleen Lee | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Katie McCormick Lelyveld | |||||||
| Board Member - until 08/2014 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Winston Lord | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Kwasi Mitchell | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Tom Nides | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Chandra Pappas | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Shahin Rezai | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Amy Rule | |||||||
| Board Member - until 08/2014 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Matthew Smith | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Maura Burke Vanderzon | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Veronica R Nolan | |||||||
| Chief Exec. Officer - until 08/2014 | 40.00 | Yes (X) | $132,452 | $0 | $3,173 | ||
| Eshauna Smith | |||||||
| Pres. until 08/2014, then CEO | 40.00 | Yes (X) | $113,246 | $0 | $2,617 | ||
| Jose Sousa | |||||||
| Chief Administrative Officer | 40.00 | $103,144 | $0 | $6,385 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $348,842 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $12,175 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | 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 | The Urban Institute | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 M Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Randomized control study | ServicesDesc |
| Compensation | $318,884 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $4,000 | FederatedCampaignsAmt |
| Government Grants | $692,885 | GovernmentGrantsAmt |
| All Other Contributions | $5,478,228 | AllOtherContributionsAmt |
| Total Contributions | $6,175,113 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,868 | TotalRevenueColumnAmt |
| Exclusion | $30,868 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $827,195 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $801,081 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,114 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,114 | TotalRevenueColumnAmt |
| Exclusion | $26,114 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Reimbursed expenses | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,348 | TotalRevenueColumnAmt |
| Exclusion | $3,348 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,348 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,235,443 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $60,330 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,371 | TotalAmt |
| Program Services | $48,371 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,488 | TotalAmt |
| Program Services | $133,459 | ProgramServicesAmt |
| Management And General | $38,712 | ManagementAndGeneralAmt |
| Fundraising | $79,317 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,132,860 | TotalAmt |
| Program Services | $1,633,180 | ProgramServicesAmt |
| Management And General | $184,005 | ManagementAndGeneralAmt |
| Fundraising | $315,675 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,660 | TotalAmt |
| Program Services | $33,433 | ProgramServicesAmt |
| Management And General | $3,395 | ManagementAndGeneralAmt |
| Fundraising | $5,832 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,447 | TotalAmt |
| Program Services | $216,535 | ProgramServicesAmt |
| Management And General | $8,911 | ManagementAndGeneralAmt |
| Fundraising | $14,001 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $355,373 | TotalAmt |
| Program Services | $267,718 | ProgramServicesAmt |
| Management And General | $31,479 | ManagementAndGeneralAmt |
| Fundraising | $56,176 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,926 | TotalAmt |
| Program Services | $2,462 | ProgramServicesAmt |
| Management And General | $3,464 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,757 | TotalAmt |
| Program Services | $51,344 | ProgramServicesAmt |
| Management And General | $6,143 | ManagementAndGeneralAmt |
| Fundraising | $6,270 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,816 | TotalAmt |
| Program Services | $338,796 | ProgramServicesAmt |
| Management And General | $44,020 | ManagementAndGeneralAmt |
| Fundraising | $3,000 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,967 | TotalAmt |
| Program Services | $64,033 | ProgramServicesAmt |
| Management And General | $3,433 | ManagementAndGeneralAmt |
| Fundraising | $6,501 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,249 | TotalAmt |
| Program Services | $22,468 | ProgramServicesAmt |
| Management And General | $5,268 | ManagementAndGeneralAmt |
| Fundraising | $7,513 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,608 | TotalAmt |
| Program Services | $198,594 | ProgramServicesAmt |
| Management And General | $25,291 | ManagementAndGeneralAmt |
| Fundraising | $51,723 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,771 | TotalAmt |
| Program Services | $60,262 | ProgramServicesAmt |
| Management And General | $11,929 | ManagementAndGeneralAmt |
| Fundraising | $2,580 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,097 | TotalAmt |
| Management And General | $6,029 | ManagementAndGeneralAmt |
| Fundraising | $14,068 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,751 | TotalAmt |
| Program Services | $36,266 | ProgramServicesAmt |
| Management And General | $4,056 | ManagementAndGeneralAmt |
| Fundraising | $4,429 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,118 | TotalAmt |
| Program Services | $12,252 | ProgramServicesAmt |
| Management And General | $1,370 | ManagementAndGeneralAmt |
| Fundraising | $1,496 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Student internships | $1,572,213 | $1,572,213 | ||
| Training & activities | $90,039 | $90,039 | ||
| Miscellaneous | $21,038 | $1,750 | $18,842 | $446 |
| Dues,fees,subscriptions | $14,682 | $8,795 | $1,471 | $4,416 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,763,231 | TotalAmt |
| Program Services | $4,791,970 | ProgramServicesAmt |
| Management And General | $397,818 | ManagementAndGeneralAmt |
| Fundraising | $573,443 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $888,642 | BOYAmt |
| EOY | $62,914 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $635,636 | BOYAmt |
| EOY | $2,716,132 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,244 | BOYAmt |
| EOY | $308,292 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $914,264 | BOYAmt |
| EOY | $599,740 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,831 | BOYAmt |
| EOY | $32,279 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $183,210 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $105,914 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,652 | BOYAmt |
| EOY | $77,296 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $950,766 | BOYAmt |
| EOY | $783,890 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,088 | BOYAmt |
| EOY | $9,295 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,863,123 | BOYAmt |
| EOY | $4,589,838 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,564 | BOYAmt |
| EOY | $127,220 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $759,843 | BOYAmt |
| EOY | $1,094,910 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,933 | BOYAmt |
| EOY | $41,837 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $988,340 | BOYAmt |
| EOY | $1,263,967 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,233,183 | BOYAmt |
| EOY | $2,809,709 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $641,600 | BOYAmt |
| EOY | $516,162 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,874,783 | BOYAmt |
| EOY | $3,325,871 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,863,123 | BOYAmt |
| EOY | $4,589,838 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $472,212 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$21,124 | 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 | $2,045,295 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,237,456 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,506,613 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,052,294 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,175,113 | CurrentTaxYearAmt |
| Total | $20,016,771 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,045,295 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,237,456 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,506,613 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,052,294 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,175,113 | CurrentTaxYearAmt |
| Total | $20,016,771 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $738,419 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,278,352 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,391 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,161 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,151 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,820 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,868 | CurrentTaxYearAmt |
| Total | $85,391 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,493 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $260 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $198 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,146 | CurrentTaxYearMinus1YearAmt |
| Total | $9,097 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $20,111,259 | TotalSupportAmt |
| Public Support CY170 | 0.95860 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94240 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Miscellaneous income - 2010 Amount: $ 6,493. 2011 Amount: $ 260. 2012 Amount: $ 198. 2013 Amount: $ 2,146. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $130,649 | OtherCostOrOtherBasisAmt |
| Depreciation | $85,999 | DepreciationAmt |
| Book Value | $44,650 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,561 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,915 | DepreciationAmt |
| Book Value | $32,646 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $77,296 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Capital lease obligation | $25,185 |
| Deferred rent | $16,652 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $41,837 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,547,146 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$21,124 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $332,827 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $311,703 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,235,443 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,235,443 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,096,058 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $332,827 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $332,827 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,763,231 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,763,231 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Foundation performed an evaluation of uncertain tax positions for the year ended December 31, 2014, and determined that there were no matters that would require recognition in the financial statements or that may have any effect on its tax-exempt status. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Intern scholarships | GrantTypeTxt |
| Recipient | 36 | RecipientCnt |
| Cash Grant | $48,371 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | In 2014, the Foundation awarded three types of scholarships in conjunction with third parties. One scholarship, the intern excellence scholarship, called for nominations from the interns' job site mentors. Mentors completed a nomination form, highlighting the intern's achievements during the internship, and submitted the form to the regional Foundation program teams, which reviewed all nomination forms and selected the scholarship recipient(s). The second scholarship was offered in conjunction with Hands on DC; any Foundation intern, who volunteered for a day of community service with Hands on DC was eligible to submit an application, which included an essay. All applicants were invited to an in-person interview with representatives from both the Foundation and Hands on DC; following the interview, the Foundation's staff members selected the scholarship recipients. The third scholarship is sponsored by Muriel Maignan-Wilkins and is open to all DC interns who must apply and provide an essay. The Foundation's staff accumulated applications and sent them to Mrs. Wilkins for her review. Mrs. Wilkins determines the number and amount of scholarship winners. The scholarships provided by the Foundation were paid directly to the institution of higher learning and were typically applied to tuition expenses for the intern's first semester of college. The Foundation's Alumni Services team conducted periodic check-ins to determine the college persistence of the program's alumni. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | 2025 Massachusetts Avenue LLC | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Mary Zients is the Chair of the Foundation and a member of the LLC. | RelationshipDescriptionTxt |
| Transaction | $238,533 | TransactionAmt |
| Transaction | The Foundation leases space at 2030 Q Street, NW in Washington, DC. 2025 Massachusetts Avenue, LLC owns the building and licenses the use of office space to the Foundation. Mary and Jeffrey Zients are the sole members of the LLC, and Mary Zients serves as the manager of the LLC. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 8b | While committees exist, they do not have the authority to act on behalf of the govering body. A written summary of committee activities is presented at Board meetings, and key matters are voted upon by the Board of Directors. |
| Form 990, Part VI, Section B, line 11 | An Accounting Consultant and the Director of Finance work jointly to execute the Foundation's accounting and finance functions. The Accounting Consultant maintains supervisory oversight of the accounting and finance functions, and the Director of Finance oversees the day-to-day ongoing accounting and finance functions and coordinates the annual audit and completion of the federal Form 990 by the Foundation's outside CPA firm, Raffa, P.C. The services of the Accounting Consultant are retained based upon the need determined by the Director of Finance. The Director of Finance's accounting and finance responsibilities are documented in the job description kept in the personnel file. Once the audit is complete, the audit staff of Raffa, P.C. provides audited financial data to the tax department at Raffa, P.C. who prepares a draft copy of the federal Form 990. In addition, Raffa, P.C. prepares a list of additional information required for the federal Form 990, which the Director of Finance provides directly to the tax staff. A draft copy of the federal Form 990 is sent to the Director of Finance for review. The Director of Finance ensures that all financial figures included on the federal Form 990 correspond to financial data given to the auditors and reviews the answers to the non-financial questions for propriety. Any questions in regard to the amounts appearing on the federal Form 990 are discussed with Raffa, P.C. Any necessary changes are made and a revised draft is generated by Raffa, P.C. and sent to the Director of Finance for secondary review. Once the revised draft is approved by the Director of Finance, it is then reviewed in detail with the Foundation's Chief Executive Officer (CEO). The Director of Finance points out how the total of operations and statement of financial position from the audit have been properly included on the federal Form 990. The Director of Finance and the CEO then review the federal Form 990 on a line by line basis, ensuring that the answers to the non-financial questions are indeed answered appropriately based upon the organization's activities. An additional review of the draft federal Form 990 is performed by the Board-established Finance Committee, which consists of the Board Chair, the Board Treasurer, the CEO, the Accounting Consultant, and the Director of Finance. Once the Finance Committee's approval is obtained, the draft is presented to the Board of Directors for final approval during a regularly scheduled meeting. Once final approval from the Board of Directors is obtained, Raffa, P.C. is notified that the final federal Form 990 can be e-filed. The CEO provides Raffa with signed electronic authorization to file the final federal Form 990. Raffa then electronically files the federal Form 990 with the Internal Revenue Service and provides the Foundation with a final PDF copy of the federal Form 990, which is kept for the Foundation's office records. |
| Form 990, Part VI, Section B, line 12c | The Foundation's conflict of interest policy for Board members is presented for approval to the Board of Directors on an annual basis. After approval, each member signs the acknowledgement and returns it to the office of the CEO for retention. Any disclosed conflicts are brought to the attention of the Board Chairperson for resolution and potential discussion at an upcoming Board meeting. Incoming Board members receive this policy as part of a Board orientation package and are required to review and sign the policy. The Foundation's conflict of interest policy for employees is included in the Employee Culture Manual. The Employee Culture Manual is posted on the Foundation's shared network drive. During a new employee's orientation period, the Chief Administrative Officer reviews information contained in the Employee Culture Manual with the new employee. New employees are required to read the Employee Manual and sign an acknowledgment that they have read and understood policies outlined in the Employee Culture Manual. On an annual basis, the CEO asks that all employees update the Employee Culture Manual Acknowledgement Form to ensure that any changes to the manual have been properly disseminated to staff. On an annual basis, the Foundation conducts a staff retreat away from the office. One of many topics covered during the retreat is the high expectation for professional conduct for all staff. Integral to the Foundation's success is the ardent following of the Foundation's Core Values. The Foundation's Core Values are defined in the Employee Culture Manual and are visibly posted around the the Foundation's offices. One of these core values is "Dedication to Mission and Results from Mission" which is defined as "Making decisions based upon the mission and vision." On an annual basis, all employees receive a performance review. As part of this review, all staff are subject to a 360 degree evaluation whereby their performance is rated by all members of the staff. A section of this 360 evaluation is directed at determining how well an employee's conduct supports the core values of the organization and how well a staff conducts himself/herself in a professional-like manner. When an employee leaves the Foundation, the CEO conducts an exit interview with the staff emphasizing their responsibilities to represent the Foundation in a professional manner and that all the Foundation property that was in their use must remain at the Foundation. |
| Form 990, Part VI, Section B, line 15 | On an annual basis, the CEO performs a landscape review of compensation for key managers and personnel of the Foundation. The CEO communicates via email to other non-profit organizations of similar mission, staff, and budget size to inquire on compensation levels of key employees. In addition, the CEO consults an annual publication issued by the Center for Non-Profit Advancement that discloses median salary ranges for various non-profit staff positions. The CEO presents the information gathered to the Board Chair to approve existing compensation ranges or, if warranted, to approve an increase for each level of staff. For the CEO's compensation, the Board Chair, Mary Zients, conducts a comparative study of compensation rates of other area non-profit Executive Directors and CEOs. Ms. Zients presents her findings to the Board Treasurer, and they determine the compensation level for the CEO based upon job responsibilities, progress toward organizational wide goals, and market comparable salaries. This information is relayed to the CEO in writing during an annual performance review. Ms. Zients has ready access to comparable salary data as she has served as a member of the Board of Directors for three non-profit organizations, served as the Chair of the President's Commission on White House Fellows, served as the Chair of the Fund Raising Committee of the Nelson Mandela Children's Fund USA, co-operated her own family foundation, and is deeply involved in the philanthropic community. |
| Form 990, Part VI, Section C, line 19 | The Foundation does not publicly post governing documents or the conflict of interest policy. The conflict of interest policy is incorporated into the employee manual which is posted internally on the Foundation's shared network drive. As part of the grant writing process, potential funders may request additional information from the Foundation. After approval of the CEO, the Foundation provides requested documentation such as an IRS determination letter, audited financial statements, federal Forms 990, etc. to a requesting funder. The Foundation posts its latest audited financial statements and federal Form 990 to its website. The Foundation posts an annual report to its website. This report includes condensed information from the audited financial statements. |
| Form 990, Part V, Line 2a: | In accordance with the IRS instructions we have reported the total number of Forms W-2 issued by the Foundation as of December 31, 2014. However, it should be noted that this number represents payments to both employees and interns of the Foundation. Additionally, payments to interns include two school years that are both captured as of December 31, 2014. Expenses related to the Foundation's Staff are reported in Part IX, lines 5-10, and expenses related to interns are reported in Part IX, line 24. |