EDUCAUSE: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- EDUCAUSE (EIN 84-1455437)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-16
- IRS object ID
- 201531679349300718
- 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 | 2015-06-16T10:16:07-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341854260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8181 E TUFTS AVENUE SUITE 600 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | 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 | 841455437 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDUCAUSE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDUC | BusinessNameControlTxt |
| Phone | 3034494430 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 282 CENTURY PLACE NO 5000 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80027 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN O'BRIEN | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 3034494430 | PhoneNum |
| Signature | 2015-06-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL M FIELD CPA JD | PreparerPersonNm |
| PTIN | P00746041 | PTIN |
| Phone | 7202007000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN O'BRIEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 18TH ST NW SUITE 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $38,809,876 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EDUCAUSE.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | ADVANCE HIGHER EDUCATION BY PROMOTING THE USE OF INFORMATION TECHNOLOGY | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 109 | TotalEmployeeCnt |
| Total Volunteers | 2400 | TotalVolunteersCnt |
| Total Gross UBI | $389,048 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $31,031,432 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $34,865,399 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,111,623 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,353,535 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,858 | PYOtherRevenueAmt |
| CY Other Revenue | $2,778 | CYOtherRevenueAmt |
| PY Total Revenue | $32,145,913 | PYTotalRevenueAmt |
| CY Total Revenue | $36,221,712 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,422,820 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $14,131,613 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,108,412 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,512,770 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,490,000 | PYOtherExpensesAmt |
| CY Other Expenses | $11,064,210 | CYOtherExpensesAmt |
| PY Total Expenses | $31,021,232 | PYTotalExpensesAmt |
| CY Total Expenses | $36,708,593 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,124,681 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$486,881 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $37,779,073 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,099,904 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,765,793 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,718,527 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,013,280 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,381,377 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ADVANCE HIGHER EDUCATION BY PROMOTING THE USE OF INFORMATION TECHNOLOGY | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,013,748 | ExpenseAmt |
| Grant | $14,131,613 | GrantAmt |
| Revenue | $17,789,134 | RevenueAmt |
| Desc | TEACHING, LEARNING AND PROFESSIONAL DEVELOPMENT - PROVIDES A VARIETY OF SPECIAL-TOPIC, REGIONAL CONFERENCES, RESOURCES, TOOLS AND OTHER MEMBER-DRIVEN PROFESSIONAL DEVELOPMENT ACTIVITIES TO ADVANCE LEARNING THROUGH THE INNOVATIVE APPLICATION OF TECHNOLOGY. UTILIZES NGLC GRANT FUNDING TO SUPPORT IDENTIFYING AND SCALING TECHNOLOGY-ENABLED APPROACHES TO DRAMATICALLY IMPROVE COLLEGE READINESS AND COMPLETION. (FUNDS PROVIDED BY THE BILL & MELINDA GATES FOUNDATION, THE MICHAEL AND SUSAN DELL FOUNDATION, THE BROAD FOUNDATION AND THE WILLIAM AND FLORA HEWLETT FOUNDATION.) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,249,484 | ExpenseAmt |
| Revenue | $9,022,803 | RevenueAmt |
| Desc | CONFERENCES AND EVENTS - SUPPORTS ALL CONFERENCES AND EVENTS HELD BY THE ORGANIZATION INCLUDING THE ANNUAL CONFERENCE, THE ORGANIZATION'S PREMIER PROFESSIONAL DEVELOPMENT INITIATIVE WHICH PROVIDES LEARNING AND NETWORKING OPPORTUNITIES TO ALL LEVELS OF INFORMATION TECHNOLOGY PROFESSIONALS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,521,917 | ExpenseAmt |
| Revenue | $2,050,728 | RevenueAmt |
| Desc | DATA RESEARCH AND ANALYTICS - PROVIDES RESEARCH AND ANALYSIS ABOUT INFORMATION TECHNOLOGY IN HIGHER EDUCATION TO INFORMATION TECHNOLOGY PROFESSIONALS AND HIGHER EDUCATION LEADERS. PROVIDES STRUCTURES THROUGH WHICH MEMBERS CAN NETWORK AND COLLABORATE WITH COLLEAGUES WHO ARE TACKLING TECHNOLOGICAL PROGRESS IN CORE TECHNOLOGIES. PROMOTES THE ADOPTION OF ANALYTICS BASED SYSTEMS AMONG INSTITUTIONS OF HIGHER EDUCATION. (FUNDS PROVIDED BY THE BILL & MELINDA GATES FOUNDATION.) CONDUCTS ENTERPRISE AND ADMINISTRATIVE PURSUITS CONCERNING THE USE OF INFORMATION TECHNOLOGY IN HIGHER EDUCATION INSTITUTIONS. (PARTIALLY FUNDED BY THE LUMINA FOUNDATION.). | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| DescDesc | ExpenseExpenseAmt | RevenueRevenueAmt |
|---|---|---|
| PRESIDENT'S OFFICE - DEVELOPS ALLIANCES AND NETWORKS WITH RELATED PEERS, ORGANIZATIONS, AND MEMBERS WHO FURTHER EDUCATIONAL SUPPORT FOR INFORMATION RESOURCE PROFESSIONALS IN SUCH AREAS AS TECHNOLOGY PLANNING AND LEADERSHIP. WORKS WITH MEMBERS TO INFORM PUBLIC POLICY DEVELOPMENT. OVERSEES THE INTEGRATION OF INFORMATION RESEARCH, EDUCATIONAL TECHNIQUES AND THE CURRENT LIMITATIONS OF LEARNING MANAGEMENT SYSTEMS TO EFFECTIVELY DELIVER MORE PERSONALIZED AND BLENDED INSTRUCTION TO ENHANCE STUDENT OUTCOMES. (FUNDS PROVIDED BY THE BILL & MELINDA GATES FOUNDATION.) | ||
| PUBLISHING AND CONTENT - INCLUDES THE ORGANIZATION'S OPEN-ACCESS DIGITAL AND PRINT FLAGSHIP PUBLICATIONS WHICH ADDRESS CURRENT DEVELOPMENTS AND TRENDS IN IT, HOW THEY MAY AFFECT MEMBERS AND WHAT THESE TRENDS MEAN FOR HIGHER EDUCATION AND SOCIETY. | ||
| MEMBERSHIP - PROCESSES MEMBERSHIP RENEWALS, ENROLLS NEW MEMBERS, AND TRACKS MEMBER RETENTION. PROVIDES CUSTOMER SERVICE TO MEMBERS AND CONFERENCE REGISTRANTS AND MAINTAINS COMMITTEE, CONSTITUENT GROUP AND MEMBER DATA BASES. | $2,848,498 | $6,002,734 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,848,498 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $6,002,734 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $30,633,647 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | Yes (1) | 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 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 162 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 109 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEX ALAVI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3034494430 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 282 CENTURY PLACE STE 5000 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DIANA G OBLINGER | ||||||||
| PRESIDENT AND CEO | 65.00 | Yes (X) | Yes (X) | $446,591 | $0 | $47,911 | ||
| DEBRA H ALLISON | ||||||||
| EX-CHAIR | 1.30 | Yes (X) | $333 | $0 | $0 | |||
| BRIAN VOSS | ||||||||
| EX-DIRECTOR | 1.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRUCE MAAS | ||||||||
| BOARD CHAIR | 1.30 | Yes (X) | Yes (X) | $200 | $0 | $0 | ||
| SUSAN METROS | ||||||||
| VICE CHAIR | 1.30 | Yes (X) | Yes (X) | $2,500 | $0 | $0 | ||
| KARA FREEMAN | ||||||||
| DIRECTOR | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| JOY HATCH | ||||||||
| DIRECTOR | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD NORTHAM | ||||||||
| EX-DIRECTOR | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| JUSTIN SIPHER | ||||||||
| SECRETARY | 1.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RANDALL J STILES | ||||||||
| EX-DIRECTOR | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| BILL HOGUE | ||||||||
| TREASURER | 1.30 | Yes (X) | Yes (X) | $3,000 | $0 | $0 | ||
| LAURA PATTERSON | ||||||||
| DIRECTOR | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| TRACY SCHROEDER | ||||||||
| DIRECTOR | 1.30 | Yes (X) | $1,125 | $0 | $0 | |||
| MARC HOIT | ||||||||
| DIRECTOR | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| RON KRAEMER | ||||||||
| DIRECTOR | 1.30 | Yes (X) | $2,500 | $0 | $0 | |||
| KAY RHODES | ||||||||
| DIRECTOR | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| JOHN SUESS | ||||||||
| DIRECTOR | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN GRAJEK | ||||||||
| VICE PRESIDENT | 50.00 | $237,907 | $0 | $33,549 | Yes (X) | |||
| JULIE LITTLE | ||||||||
| VICE PRESIDENT | 50.00 | $209,613 | $0 | $30,572 | Yes (X) | |||
| THADDEUS LURIE | ||||||||
| CHIEF OPERATING OFFICER | 50.00 | $212,954 | $0 | $29,586 | Yes (X) | |||
| STACY RUWE | ||||||||
| CHIEF FINANCIAL OFFICER | 50.00 | $196,461 | $0 | $21,968 | Yes (X) | |||
| ANDY CALKINS | ||||||||
| DEPUTY DIRECTOR | 45.00 | $193,200 | $0 | $36,251 | Yes (X) | |||
| JOANNE DEHONEY | ||||||||
| CHIEF OF STAFF | 40.00 | $156,599 | $0 | $29,777 | Yes (X) | |||
| RODNEY PETERSON | ||||||||
| SENIOR GOVT RELATIONS | 45.00 | $178,647 | $0 | $19,280 | Yes (X) | |||
| CATHERINE YANG | ||||||||
| SENIOR DIRECTOR | 40.00 | $173,020 | $0 | $29,938 | Yes (X) | |||
| TRACY PETRILLO | ||||||||
| CHIEF LEARNING OFFICER | 40.00 | $163,630 | $0 | $17,689 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,178,280 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $296,521 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CENTERPLATE | |||||
| PO BOX 691509 | ORLANDO | FL | 32869 | FOOD AND BEVERAGE SERVICE FOR ANNUAL CON | $895,512 |
| PRG DENVER | |||||
| PO BOX 731516 | DALLAS | TX | 75373 | AUDIO VISUAL SET UP FOR ANNUAL CONFERENC | $438,585 |
| FREEMAN DECORATING | |||||
| 1600 VICEROY SUITE 100 | DALLAS | TX | 75235 | CONFERENCE MANAGEMENT, SIGNAGE, DECOR | $242,551 |
| COMMUNICATIONS STRATEGY GROUP | |||||
| 44 COOK STREET SUITE 310 | DENVER | CO | 80206 | SOCIAL MEDIA CONSULTING | $193,872 |
| SPIRE MEDIA INC | |||||
| 2911 WALNUT STREET | DENVER | CO | 80205 | WEB AND MOBILE APPLICATION DEVELOPMENT | $153,483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| GRANT ADMIN & SUBAWARD | 900099 | $17,361,997 | $17,361,997 |
| MEMBERSHIP DUES | 900099 | $5,693,771 | $5,693,771 |
| REGISTRATIONS | 900099 | $5,063,959 | $5,063,959 |
| BOOTH RENTALS | 532000 | $3,385,098 | $3,385,098 |
| SUBSCRIPTION INCOME | 511120 | $1,967,209 | $1,967,209 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,393,365 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $317,050 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $389,048 | UnrelatedBusinessRevenueAmt |
| Exclusion | $687,267 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $34,865,399 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,074,691 | TotalRevenueColumnAmt |
| Exclusion | $1,074,691 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,778 | TotalRevenueColumnAmt |
| Exclusion | $2,778 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,865,558 | SecuritiesAmt |
| Other | $1,450 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,586,451 | SecuritiesAmt |
| Other | $1,713 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $279,107 | SecuritiesAmt |
| Other | -$263 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $278,844 | TotalRevenueColumnAmt |
| Exclusion | $278,844 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,221,712 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,789,084 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $389,048 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,043,580 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,131,613 | TotalAmt |
| Program Services | $14,131,613 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,457,453 | TotalAmt |
| Program Services | $919,618 | ProgramServicesAmt |
| Management And General | $537,835 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,919,991 | TotalAmt |
| Program Services | $5,686,573 | ProgramServicesAmt |
| Management And General | $2,233,418 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $661,977 | TotalAmt |
| Program Services | $475,253 | ProgramServicesAmt |
| Management And General | $186,724 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $819,229 | TotalAmt |
| Program Services | $786,847 | ProgramServicesAmt |
| Management And General | $32,382 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $654,120 | TotalAmt |
| Program Services | $461,346 | ProgramServicesAmt |
| Management And General | $192,774 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,400 | TotalAmt |
| Program Services | $5,462 | ProgramServicesAmt |
| Management And General | $41,938 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,185 | TotalAmt |
| Management And General | $54,185 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,936,951 | TotalAmt |
| Program Services | $1,268,229 | ProgramServicesAmt |
| Management And General | $1,668,722 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,995 | TotalAmt |
| Program Services | $132,995 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $510,515 | TotalAmt |
| Program Services | $400,027 | ProgramServicesAmt |
| Management And General | $110,488 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,059 | TotalAmt |
| Program Services | $8,021 | ProgramServicesAmt |
| Management And General | $11,038 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $640,100 | TotalAmt |
| Program Services | $424,686 | ProgramServicesAmt |
| Management And General | $215,414 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $690,649 | TotalAmt |
| Program Services | $513,180 | ProgramServicesAmt |
| Management And General | $177,469 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,101,713 | TotalAmt |
| Program Services | $4,101,713 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $795,471 | TotalAmt |
| Program Services | $500,994 | ProgramServicesAmt |
| Management And General | $294,477 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,382 | TotalAmt |
| Program Services | $34,250 | ProgramServicesAmt |
| Management And General | $20,132 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| REPAIRS & MAINTANANCE | $237,950 | $149,863 | $88,087 |
| DUES, SUBSCRIPTIONS, AN | $225,393 | $171,502 | $53,891 |
| FOOD & BEVERAGES | $191,390 | $141,981 | $49,409 |
| SPEAKERS & HONORARIA | $145,526 | $145,526 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,531 | TotalAmt |
| Program Services | $173,968 | ProgramServicesAmt |
| Management And General | $106,563 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,708,593 | TotalAmt |
| Program Services | $30,633,647 | ProgramServicesAmt |
| Management And General | $6,074,946 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $572,128 | BOYAmt |
| EOY | $1,174,561 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,949,544 | BOYAmt |
| EOY | $9,680,343 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,934 | BOYAmt |
| EOY | $208,863 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $486,493 | BOYAmt |
| EOY | $553,656 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,287,010 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,695,606 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,766,942 | BOYAmt |
| EOY | $2,591,404 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,711,694 | BOYAmt |
| EOY | $23,757,909 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,338 | BOYAmt |
| EOY | $133,168 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,779,073 | BOYAmt |
| EOY | $38,099,904 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,854,556 | BOYAmt |
| EOY | $3,020,066 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,911,237 | BOYAmt |
| EOY | $13,698,461 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,765,793 | BOYAmt |
| EOY | $16,718,527 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,695,259 | BOYAmt |
| EOY | $21,054,094 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,021 | BOYAmt |
| EOY | $227,283 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $100,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,013,280 | BOYAmt |
| EOY | $21,381,377 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,779,073 | BOYAmt |
| EOY | $38,099,904 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$486,881 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$148,098 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,076 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,601 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $28,238 | CurrentTaxYearMinus2YearsAmt |
| Total | $38,839 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,860,964 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,086,438 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,065,637 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,031,432 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,865,399 | CurrentTaxYearAmt |
| Total | $150,909,870 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,871,565 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,086,438 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,093,875 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,031,432 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,865,399 | CurrentTaxYearAmt |
| Total | $150,948,709 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $150,948,709 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $491,439 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $558,058 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $536,189 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $768,313 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,077,469 | CurrentTaxYearAmt |
| Total | $3,431,468 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $491,439 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $558,058 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $536,189 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $768,313 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,077,469 | CurrentTaxYearAmt |
| Total | $3,431,468 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $93,679 | CurrentTaxYearMinus4YearsAmt |
| Total | $93,679 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,135 | CurrentTaxYearMinus4YearsAmt |
| Total | $21,135 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,477,818 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,644,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,630,064 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,799,745 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,942,868 | CurrentTaxYearAmt |
| Total | $154,494,991 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97700 | PublicSupportCY509Pct |
| Public Support PY509 | 0.63510 | PublicSupportPY509Pct |
| Investment Income CY | 0.02220 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02130 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $248,076 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $23,243 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $271,319 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $188,168 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $59,908 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $248,076 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $163,762 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $22,815 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | -$1,591 | AdministrativeExpensesAmt |
| End Year Balance | $188,168 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $156,658 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,104 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $163,762 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $138,599 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $18,059 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $156,658 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.37000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.63000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,426,555 | OtherCostOrOtherBasisAmt |
| Depreciation | $458,637 | DepreciationAmt |
| Book Value | $967,918 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,665,455 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,236,969 | DepreciationAmt |
| Book Value | $1,428,486 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $195,000 | OtherCostOrOtherBasisAmt |
| Book Value | $195,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,591,404 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $36,073,614 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$148,098 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$148,098 | RevenueNotReportedAmt |
| Revenue Subtotal | $36,221,712 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $36,221,712 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $36,708,593 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $36,708,593 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $36,708,593 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE FUNDS ARE USED TO PAY FOR AN EVENT IN HONOR OF THE WINNER OF THE PAUL EVAN PETERS AWARD. THE AWARD RECOGNIZES THE MOST NOTABLE AND LASTING INTERNATIONAL ACHIEVEMENTS RELATED TO HIGH PERFORMANCE NETWORKS AND THE CREATION AND USE OF INFORMATION RESOURCES AND SERVICES THAT ADVANCE SCHOLARSHIP AND INTELLECTUAL PRODUCTIVITY. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (60 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ASPIRE PUBLIC SCHOOLS | ||||||||
| 1001 22ND AVENUE NO 100 | OAKLAND | CA | 94611 | 943310834 | 501(C)(3) | $200,000 | COLLEGE READINESS AND COMPLETION | |
| AUSTIN PEAY STATE UNIVERSITY | ||||||||
| PO BOX 4635 | CLARKSVILLE | TN | 37044 | 620646576 | 115 | $100,000 | COLLEGE READINESS AND COMPLETION | |
| BALL STATE UNIVERSITY | ||||||||
| 2000 W UNIVERSITY AVE | MUNCIE | IN | 47306 | 356000221 | $100,000 | COLLEGE READINESS AND COMPLETION | ||
| BATTELLEEDORG | ||||||||
| 505 KING AVENUE | COLUMBUS | OH | 43201 | 460585021 | $450,000 | COLLEGE READINESS AND COMPLETION | ||
| CALIBER SCHOOLS | ||||||||
| ONE MONTGOMERY STREET | SAN FRANCISCO | CA | 94104 | 461219795 | 501(C)(3) | $450,000 | COLLEGE READINESS AND COMPLETION | |
| CHARTER OAK STATE COLLEGE | ||||||||
| 55 PAUL MANAFORT DRIVE | NEW BRITAIN | CT | 06053 | 061425662 | STATE AGENCY | $100,000 | COLLEGE READINESS AND COMPLETION | |
| DOWNTOWN CHARTER SCHOOL INC | ||||||||
| 1855 1ST AVENUE SUITE 300 | SAN DIEGO | CA | 92101 | 453972784 | 501(C)(3) | $212,617 | COLLEGE READINESS AND COMPLETION | |
| E3 ROCHESTER INC | ||||||||
| 105 VANGUARD PARKWAY | ROCHESTER | NY | 14606 | 455281198 | 501(C)(3) | $250,000 | COLLEGE READINESS AND COMPLETION | |
| EDUCATION FOR CHANGE | ||||||||
| 303 HEGENBERGER ROAD | OAKLAND | CA | 94621 | 202204424 | 501(C)(3) | $240,000 | COLLEGE READINESS AND COMPLETION | |
| FLORIDA VIRTUAL SCHOOL | ||||||||
| 2145 METROCENTER BLVD | ORLANDO | FL | 32835 | 593721320 | STATE AGENCY | $150,000 | COLLEGE READINESS AND COMPLETION | |
| GREAT OAKS FOUNDATION | ||||||||
| 239 GREENE STREET | NEW YORK | NY | 10003 | 275281234 | 501(C)(3) | $200,000 | COLLEGE READINESS AND COMPLETION | |
| INGENUITY PREP | ||||||||
| 4600 LIVINGSTON RD SE | WASHINGTON | DC | 20032 | 455054392 | 501(C)(3) | $150,000 | COLLEGE READINESS AND COMPLETION | |
| INTRINSIC SCHOOLS | ||||||||
| 4517 N ARTESIAN | CHICAGO | IL | 60625 | 455454261 | 501(C)(3) | $125,000 | COLLEGE READINESS AND COMPLETION | |
| KIPP BAY AREA SCHOOLS | ||||||||
| 1404 FRANKLIN STREET | OAKLAND | CA | 94612 | 205010766 | 501(C)(3) | $150,000 | COLLEGE READINESS AND COMPLETION | |
| MONTESSORI FOR ALL INC | ||||||||
| 1912 PARKSIDE LANE | AUSTIN | TX | 78745 | 454908911 | 501(C)(3) | $450,000 | COLLEGE READINESS AND COMPLETION | |
| MONTGOMERY COUNTY COMMUNITY COLLEGE FOUNDATION | ||||||||
| 340 DEKALB PLACE | BLUE BELL | PA | 19422 | 232253031 | 501(C)(3) | $100,000 | COLLEGE READINESS AND COMPLETION | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVE NW 300 | WASHINGTON | DC | 20036 | 205806345 | 501(C)(3) | $450,000 | COLLEGE READINESS AND COMPLETION | |
| PHILANTHROPIC VENTURES FOUNDATION | ||||||||
| 1222 PRESERVATION PARK WAY | OAKLAND | CA | 946121201 | 943136771 | 501(C)(3) | $238,496 | COLLEGE READINESS AND COMPLETION | |
| PIEDMONT CITY SCHOOLS | ||||||||
| 502 HOOD STREET WEST | PIEDMONT | AL | 36272 | 636001037 | PUBLIC SCHOOL | $150,000 | COLLEGE READINESS AND COMPLETION | |
| PROJECT BASED LEARNING INC | ||||||||
| 318 MERION AVENUE | NARBERTH | PA | 19072 | 270139226 | 501(C)(3) | $300,000 | COLLEGE READINESS AND COMPLETION | |
| RESEARCH FOUNDATION OF SUNY | ||||||||
| PO BOX 9 | ALBANY | NY | 122010009 | 141368361 | 501(C)(3) | $150,000 | COLLEGE READINESS AND COMPLETION | |
| RI MAYORAL ACADEMYBLACKSTONE VALLEY PREP | ||||||||
| 291 BROAD STREET | CUMBERLAND | RI | 02864 | 270617933 | 501(C)(3) | $270,000 | COLLEGE READINESS AND COMPLETION | |
| THRIVE PUBLIC SCHOOLS | ||||||||
| 2711 BAINBRIDGE ROAD | SAN DIEGO | CA | 92106 | 463302948 | 501(C)(3) | $254,500 | COLLEGE READINESS AND COMPLETION | |
| UNIV OF MARYLAND UNIVERSITY COLLEGE | ||||||||
| 3501 UNIVERSITY BLVD EAST | ADELPHI | MD | 20783 | 526002033 | 170(C) | $150,000 | COLLEGE READINESS AND COMPLETION | |
| VALOR COLLEGIATE ACADEMIES | ||||||||
| 209 10TH AVENUE SOUTH | NASHVILLE | TN | 37203 | 461413472 | 501(C)(3) | $449,060 | COLLEGE READINESS AND COMPLETION | |
| PRIOR YEAR GRANT RETURNS | ||||||||
| VARIOUS | VARIOUS | MO | 99999 | 000000000 | -$96,406 | COLLEGE READINESS AND COMPLETION | ||
| ACHIEVEMENT FIRST INC | ||||||||
| 335 ADAMS STREET 700 | BROOKLYN | NY | 11217 | 651203744 | 501(C)(3) | $100,000 | COLLEGE READINESS AND COMPLETION | |
| ALLIANCE FOR COLLEGE READY PUBLIC SCHOOLS | ||||||||
| 601 SOUTH FIGUEROA STREET 4TH FLOOR | LOS ANGELES | CA | 90017 | 954779029 | 501(C)(3) | $150,000 | COLLEGE READINESS AND COMPLETION | FLOOR |
| ANTIOCH UNIVERSITY | ||||||||
| 888 DAYTON STREET 102 | YELLOW SPRINGS | OH | 45387 | 310536640 | $50,000 | COLLEGE READINESS AND COMPLETION | ||
| AUSTIN COMMUNITY COLLEGE | ||||||||
| 9101 TUSCANY WAY | AUSTIN | TX | 78754 | 741742036 | 151.309(5) | $50,000 | COLLEGE READINESS AND COMPLETION | |
| CITIES FOR EDUCATION ENTREPRENEURSHIP | ||||||||
| PO BOX 9640 | BEND | OR | 97708 | 464187825 | $715,000 | COLLEGE READINESS AND COMPLETION | ||
| CENTRAL WYOMING COLLEGE | ||||||||
| 2660 PECK AVENUE | RIVERTON | WY | 82501 | 830206286 | 501(C)(3) | $50,000 | COLLEGE READINESS AND COMPLETION | |
| CHICAGO COMMUNITY TRUST | ||||||||
| 225 NORTH MICHIGAN AVENUE | CHICAGO | IL | 60601 | 362167000 | 501(C)(3) | $150,000 | COLLEGE READINESS AND COMPLETION | |
| CHICAGO PUBLIC EDUCATION FUND | ||||||||
| 200 WEST ADAMS 2150 | CHICAGO | IL | 60606 | 364279013 | 501(C)(3) | $200,000 | COLLEGE READINESS AND COMPLETION | |
| CITYBRIDGE FOUNDATION | ||||||||
| 600 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20010 | 521870074 | 501(C)(3) | $1,000,000 | COLLEGE READINESS AND COMPLETION | |
| COLORADO EDUCATION INITIATIVE | ||||||||
| 1660 LINCOLN STREET | DENVER | CO | 80264 | 261597530 | 501(C)(3) | $651,000 | COLLEGE READINESS AND COMPLETION | |
| COMMONWEALTH OF KENTUCKY | ||||||||
| 1024 CAPITOL CENTER DRIVE 320 | FRANKFORT | KY | 40601 | 610600439 | $50,000 | COLLEGE READINESS AND COMPLETION | ||
| COMMUNITY INITIATIVES | ||||||||
| 354 PINE STREET 700 | SAN FRANCISCO | CA | 94104 | 943255070 | 501(C)(3) | $100,000 | COLLEGE READINESS AND COMPLETION | |
| CORNERSTONE CHARTER | ||||||||
| 444 WEST WILLIS | DETROIT | MI | 48201 | 270634528 | $200,000 | COLLEGE READINESS AND COMPLETION | ||
| DESIGN TECH HIGH SCHOOL | ||||||||
| 400 MURCHISON STREET | MILLBRAE | CA | 94030 | 463705620 | 501(C)(3) | $112,075 | COLLEGE READINESS AND COMPLETION | |
| EXCELSIOR COLLEGE | ||||||||
| 7 COLUMBIA CIRCLE | ALBANY | NY | 12203 | 161532850 | $50,000 | COLLEGE READINESS AND COMPLETION | ||
| FAYETTE COUNTY PUBLIC SCHOOLS | ||||||||
| 701 EAST MAIN STREET | LEXINGTON | KY | 40514 | 616001059 | $116,000 | COLLEGE READINESS AND COMPLETION | ||
| FOUNDATIONS COLLEGE PREP | ||||||||
| 1223 WEST 109TH PLAZA | CHICAGO | IL | 60643 | 454546417 | $300,000 | COLLEGE READINESS AND COMPLETION | ||
| FRIENDS OF THE INCUBATOR SCHOOL | ||||||||
| 7400 WEST MANCHESTER AVENUE | LOS ANGELES | CA | 90045 | 465274049 | $250,000 | COLLEGE READINESS AND COMPLETION | ||
| GREAT SCHOOLS PARTNERSHIP | ||||||||
| 482 CONGRESS STREET | PORTLAND | ME | 04101 | 263834610 | 501(C)(3) | $1,012,000 | COLLEGE READINESS AND COMPLETION | |
| WILLIAM RAINEY HARPER COLLEGE FUND | ||||||||
| 1200 WEST ALGONQUIN | PALATINE | IL | 60067 | 237348228 | 501(C)(3) | $100,000 | COLLEGE READINESS AND COMPLETION | |
| HIGHLANDER CHARTER SCHOOL | ||||||||
| 42 LEXINGTON AVENUE | PROVIDENCE | RI | 02907 | 050517389 | 501(C)(3) | $100,000 | COLLEGE READINESS AND COMPLETION | |
| HORRY COUNTY SCHOOLS | ||||||||
| 1808 RHUE STREET | CONWAY | SC | 29526 | 576000364 | $27,270 | COLLEGE READINESS AND COMPLETION | ||
| INNOVATEEDU INC | ||||||||
| 230 ASHLAND PLACE | BROOKLYN | NY | 11217 | 463636238 | 501(C)(3) | $450,000 | COLLEGE READINESS AND COMPLETION | |
| KNOWLEDGE ACADEMIES INC | ||||||||
| 5380 HICKORY HALLOW PARKWAY | ANTIOCH | TN | 37013 | 270547275 | 501(C)(3) | $100,000 | COLLEGE READINESS AND COMPLETION | |
| MATCHBOOK LEARNING SOLUTIONS | ||||||||
| 4420 BURGESS HILL LANE | JOHNS CREEK | GA | 30022 | 450820076 | 501(C)(3) | $450,000 | COLLEGE READINESS AND COMPLETION | |
| METCALFE COUNTY BOARD OF EDUCATION | ||||||||
| 109 SARTIN DRIVE | EDMONTON | KY | 42129 | 616001273 | $100,000 | COLLEGE READINESS AND COMPLETION | ||
| NASHVILLE PREPARATORY CHARTER SHCOOL | ||||||||
| 1300 56TH AVENUE N | NASHVILLE | TN | 37209 | 273342540 | 501(C)(3) | $100,000 | COLLEGE READINESS AND COMPLETION | |
| NEW SCHOOLS FOR NEW ORLEANS | ||||||||
| 1555 POYDRAS STREET | NEW ORLEANS | LA | 70112 | 020773717 | 501(C)(3) | $905,000 | COLLEGE READINESS AND COMPLETION | |
| OAKLAND SCHOOLS FOUNDATION | ||||||||
| 1000 BROADWAY 300 | OAKLAND | CA | 94607 | 432014630 | 501(C)(3) | $300,000 | COLLEGE READINESS AND COMPLETION | |
| PAUL SMITH'S COLLEGE OF ART AND SCIENCE | ||||||||
| 7777 NEW YORK 30 | BRIGHTON | NY | 12970 | 150533545 | 501(C)(3) | $50,000 | COLLEGE READINESS AND COMPLETION | |
| SAN JOSE UNIFIED SCHOOL DISTRICT | ||||||||
| 855 LENZEN AVENUE | SAN JOSE | CA | 95126 | 946002606 | $100,000 | COLLEGE READINESS AND COMPLETION | ||
| SPROUT & CO | ||||||||
| 339R SUMMER STREET | SOMMERVILLE | MA | 02144 | 263982887 | $100,000 | COLLEGE READINESS AND COMPLETION | ||
| UNIVERSITY OF NEW ENGLAND | ||||||||
| 11 HILLS BEACH ROAD | BIDDEFORD | ME | 04005 | 010211810 | $50,000 | COLLEGE READINESS AND COMPLETION | ||
| VERTUS CHARTER SCHOOL | ||||||||
| 2 AUSTIN STREET | ROCHESTER | NY | 14606 | 464366962 | $150,000 | COLLEGE READINESS AND COMPLETION | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 37 | Total501c3OrgCnt |
| Total Other Org | 23 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT SUB AWARDEES ARE REQUIRED TO PROVIDE FINANCIAL AND PROGRAM REPORTS NO LATER THAN 90 DAYS SUBSEQUENT TO THE END OF THE GRANT PERIOD. ONE SIX-MONTH, NO-COST EXTENSION REQUEST IS ALLOWED. IN ADDITION TO THESE FORMAL REPORTING REQUIREMENTS, GRANTEES ARE REQUIRED TO ACTIVELY AND PUBLICLY SHARE INFORMATION ON THE NEXT GENERATION LEARNING CHALLENGES (NGLC) WEBSITE, PARTICIPATE IN COMMUNITY ENGAGEMENT, AND PARTICIPATE IN THE ANNUAL NGLC MEETING. EACH GRANT RECIPIENT MUST PARTICIPATE IN AN EVALUATION CONDUCTED BY AN INDEPENDENT THIRD PARTY. PARTICIPATION INCLUDES INTERVIEWS, SITE VISITS, AND REPORTING OTHER THAN THE FINANCIAL AND PROGRAM REPORTS MENTIONED ABOVE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DIANA G OBLINGER | ||||||||||||||
| PRESIDENT AND CEO | $446,591 | $0 | $0 | $0 | $0 | $0 | $43,135 | $0 | $4,776 | $0 | $494,502 | $0 | $0 | $0 |
| SUSAN GRAJEK | ||||||||||||||
| VICE PRESIDENT | $237,907 | $0 | $0 | $0 | $0 | $0 | $24,176 | $0 | $9,373 | $0 | $271,456 | $0 | $0 | $0 |
| JULIE LITTLE | ||||||||||||||
| VICE PRESIDENT | $209,613 | $0 | $0 | $0 | $0 | $0 | $21,199 | $0 | $9,373 | $0 | $240,185 | $0 | $0 | $0 |
| THADDEUS LURIE | ||||||||||||||
| CHIEF OPERATING OFFICER | $212,954 | $0 | $0 | $0 | $0 | $0 | $12,833 | $0 | $16,753 | $0 | $242,540 | $0 | $0 | $0 |
| STACY RUWE | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $196,461 | $0 | $0 | $0 | $0 | $0 | $20,000 | $0 | $1,968 | $0 | $218,429 | $0 | $0 | $0 |
| ANDY CALKINS | ||||||||||||||
| DEPUTY DIRECTOR | $193,200 | $0 | $0 | $0 | $0 | $0 | $20,130 | $0 | $16,121 | $0 | $229,451 | $0 | $0 | $0 |
| JOANNE DEHONEY | ||||||||||||||
| CHIEF OF STAFF | $156,599 | $0 | $0 | $0 | $0 | $0 | $16,238 | $0 | $13,539 | $0 | $186,376 | $0 | $0 | $0 |
| RODNEY PETERSON | ||||||||||||||
| SENIOR GOVT RELATIONS | $178,647 | $0 | $0 | $0 | $0 | $0 | $14,582 | $0 | $4,698 | $0 | $197,927 | $0 | $0 | $0 |
| CATHERINE YANG | ||||||||||||||
| SENIOR DIRECTOR | $173,020 | $0 | $0 | $0 | $0 | $0 | $18,258 | $0 | $11,680 | $0 | $202,958 | $0 | $0 | $0 |
| TRACY PETRILLO | ||||||||||||||
| CHIEF LEARNING OFFICER | $163,630 | $0 | $0 | $0 | $0 | $0 | $16,000 | $0 | $1,689 | $0 | $181,319 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I (SUMMARY - ACTIVITIES AND GOVERNANCE) QUESTION 6 | EDUCAUSE VOLUNTEERS SERVE AS COMMITTEE MEMBERS IN ONE OF TWO WAYS: INFORMAL OPPORTUNITIES: VOLUNTEERS ENGAGE THROUGHOUT THE YEAR ON A PROJECT-BY-PROJECT BASIS IN VARIOUS ACTIVITIES, SUCH AS CONTRIBUTING CONTENT, SHARING OPINIONS, IDENTIFYING HOT TOPICS, PARTICIPATING IN TASK FORCES AND VIRTUAL COMMUNITIES, CONVENING CONFERENCE SESSIONS, AND MIRCOBLOGGING. FORMAL OPPORTUNITIES: ADVISORY COMMITTEE MEMBER - (SERVE 1 TO 3 YEAR TERMS) VOLUNTEERS CONTRIBUTE TO SPECIAL ACTIVITIES AND GUIDE ASSOCIATION DIRECTIONS IN SELECTED AREAS OF PROFESSIONAL PRACTICE AND POLICY. PROGRAM COMMITTEE MEMBER - (SERVE 1 YEAR TERM) VOLUNTEERS DEVELOP THEMES, ORGANIZATION, AND CONTENT FOR SPECIFIC CONFERENCES. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS WITH THE AUTHORITY TO ELECT THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH EDUCATIONAL INSTITUTION MEMBER ASSIGNS A PRIMARY REPRESENTATIVE WHO IS ENTITLED TO VOTE IN THE ELECTION OF ELECTED BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD PERFORMS AN ANNUAL REVIEW OF THE FORM 990 PRIOR TO FILING WITH THE IRS. SEVERAL DAYS PRIOR TO THE SUMMER BOARD MEETING, A DRAFT OF THE FORM 990 IS SENT TO EACH MEMBER OF THE GOVERNING BODY. BOARD MEMBERS ARE REQUESTED TO BRING COMMENTS, QUESTIONS, AND CONCERNS TO THE MEETING FOR DISCUSSION. SEVERAL ADDITIONAL DAYS, BEYOND THE DATE OF THE BOARD MEETING, ARE OPEN FOR FURTHER DISCUSSION. THE REVIEW DEADLINE IS CLEARLY STATED. ANY NECESSARY CHANGES ARE MADE THROUGH THE THIRD-PARTY TAX PREPARER SUBSEQUENT TO THE MEETING. THE FINAL COPY OF THE FORM 990 IS SIGNED BY THE PRESIDENT OF THE ASSOCIATION AND FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL STAFF MUST READ AND SIGN THE CONFLICT OF INTEREST POLICY AND THE CODE OF ETHICS POLICY AT TIME OF HIRE AND AS REVISIONS OCCUR. BOARD MEMBERS MUST ANNUALLY READ AND SIGN THE CONFLICT OF INTEREST POLICY AND THE CODE OF ETHICS POLICY. ANY INSTANCES OF NON-COMPLIANCE ARE REQUIRED TO BE IMMEDIATELY REPORTED. THE PRESIDENT DETERMINES CORRECTIVE MEASURES FOR STAFF IN VIOLATION OF THE POLICY. THE BOARD DETERMINES CORRECTIVE MEASURES FOR THE PRESIDENT OR OTHER BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | AN INDEPENDENT THIRD PARTY IS ENGAGED TO PROVIDE COMPETITIVE COMPENSATION INFORMATION TO THE AUDIT COMMITTEE OF THE GOVERNING BODY. THE SUBCOMMITTEE USES THAT INFORMATION TO REVIEW THE COMPENSATION OF THE PRESIDENT AND VICE-PRESIDENTS. THE AUDIT COMMITTEE MEETS TO EVALUATE THE RELIABILITY OF THE BENCHMARKING DATA AND THOROUGHLY REVIEWS THE REASONABLENESS OF THE COMPENSATION OF EXECUTIVE STAFF. THE SUBCOMMITTEE THEN REPORTS ITS FINDINGS TO THE ENTIRE GOVERNING BODY. MINUTES OF ALL DISCUSSIONS ARE RECORDED BY A MEMBER OF THE AUDIT COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST. |
| FORM 990, PART VII, PAGE 7: | SERVICES PROVIDED BY BOARD MEMBERS INCLUDE CONFERENCE HONRARIUMS, REVIEW PANELIST FEE FOR SUBAWARDS, AND COMPOSITION OF AN ANALYTICS RISK GUIDE. |
| FORM 990, PART XI, LINE 9: | NET ASSETS RELEASED FROM RESTRICTIONS 3,076. |
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