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PARTNERSHIP FOR REGIONALEDUCATIONAL PREPARATION-KANSAS CITY: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
PARTNERSHIP FOR REGIONALEDUCATIONAL PREPARATION-KANSAS CITY (EIN 26-0524230)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-02-16
IRS object ID
201540479349302559
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-02-16T17:30:28-06:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341874260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ MHM LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111440 TOMAHAWK CREEK PARKWAYAddressLine1
CityLEAWOODCity
StateKSState
ZIP Code66211ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN260524230EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PARTNERSHIP FOR REGIONAL EDUCATIONALBusinessNameLine1
Business Name Line2PREPARATION - KANSAS CITY INCBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlPARTBusinessNameControlTxt
Phone8167531000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 W 47TH NO 210AddressLine1
CityKANSAS CITYCity
StateMOState
ZIP Code64112ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN WALLYPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone8167531000PhoneNum
Signature2015-02-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Phone9132341000PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSUSAN WALLYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 W 47TH NO 210AddressLine1
CityKANSAS CITYCity
StateMOState
ZIP Code64112ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$5,010,053GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PREPKC.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2007FormationYr
Legal Domicile StateMOLegalDomicileStateCd
Activity Or MissionPREP-KC IS IMPROVING THE EDUCATION OF KANSAS CITY'S URBAN STUDENTS BY PROVIDING RESOURCES TO PREPARE ALL STUDENTS FOR COLLEGE AND CAREERS. WORKING WITH FIVE BI-STATE URBAN SCHOOL DISTRICTS SERVING MORE THAN 50,000 MOSTLY LOW-INCOME STUDENTS, PREP-KC IS SUPPORTING A MORE RIGOROUS MATH CURRICULUM, PROVIDING THE OPPORTUNITY FOR STUDENTS TO EARN COLLEGE CREDIT WHILE IN HIGH SCHOOL, AND OFFERING CAREER-READINESS EXPERIENCES TO PREPARE STUDENTS FOR FUTURE EMPLOYMENT OPPORTUNITIES. PREP-KC OFFERS INVESTORS THE OPPORTUNITY TO FOCUS RESOURCES ON IMPROVING URBAN PUBLIC EDUCATION BY SUPPORTING THESE PROVEN STRATEGIES.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee9TotalEmployeeCnt
Total Volunteers643TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,222,217PYContributionsGrantsAmt
CY Contributions Grants$2,656,944CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$89,275PYInvestmentIncomeAmt
CY Investment Income$280,109CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$55,000CYOtherRevenueAmt
PY Total Revenue$1,311,492PYTotalRevenueAmt
CY Total Revenue$2,992,053CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$723,387PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$712,179CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$148,574CYTotalFundraisingExpenseAmt
PY Other Expenses$781,507PYOtherExpensesAmt
CY Other Expenses$793,792CYOtherExpensesAmt
PY Total Expenses$1,504,894PYTotalExpensesAmt
CY Total Expenses$1,505,971CYTotalExpensesAmt
PY Revenues Less Expenses-$193,402PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,486,082CYRevenuesLessExpensesAmt
Total Assets BOY$4,242,899TotalAssetsBOYAmt
Total Assets EOY$5,610,642TotalAssetsEOYAmt
Total Liabilities BOY$137,360TotalLiabilitiesBOYAmt
Total Liabilities EOY$62,862TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,105,539NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,547,780NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPREP-KC IS IMPROVING THE EDUCATION OF KANSAS CITY'S URBAN STUDENTS BY PROVIDING RESOURCES TO PREPARE ALL STUDENTS FOR COLLEGE AND CAREERS. WORKING WITH FIVE BI-STATE URBAN SCHOOL DISTRICTS SERVING MORE THAN 50,000 MOSTLY LOW-INCOME STUDENTS, PREP-KC IS SUPPORTING A MORE RIGOROUS MATH CURRICULUM, PROVIDING THE OPPORTUNITY FOR STUDENTS TO EARN COLLEGE CREDIT WHILE IN HIGH SCHOOL, AND OFFERING CAREER-READINESS EXPERIENCES TO PREPARE STUDENTS FOR FUTURE EMPLOYMENT OPPORTUNITIES. PREP-KC OFFERS INVESTORS THE OPPORTUNITY TO FOCUS RESOURCES ON IMPROVING URBAN PUBLIC EDUCATION BY SUPPORTING THESE PROVEN STRATEGIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,254,402ExpenseAmt
DescSEE SCHEDULE OPREP-KC -- WITH SCHOOL DISTRICTS AND THEIR INDIVIDUAL SCHOOLS -- FOCUSES RESOURCES (TIME, FUNDING, AND PEOPLE) ON DEVELOPING CAPACITY INSIDE THESE DISTRICTS. THIS INCLUDES PROVIDING COACHING AND PROFESSIONAL DEVELOPMENT FOR TEACHERS AND SCHOOL/DISTRICT LEADERS IN ORDER TO IMPLEMENT MORE EFFECTIVE TEACHING STRATEGIES, AND ALSO TO CREATE NEW PARTNERSHIP WITH HIGHER EDUCATION LEADERS AND BUSINESS LEADERS, FOCUSED ON COLLEGE AND CAREER PREPARATION. WE ARE GUIDED BY THE BELIEF THAT THE QUALITY OF EDUCATION FOR KANSAS CITY'S URBAN YOUTH WILL HAVE A POWERFUL AND LASTING EFFECT NOT ONLY ON STUDENTS' LIVES, BUT ALSO ON THE QUALITY OF ECONOMIC AND CIVIC LIFE THROUGHOUT OUR REGION.PREP-KC IS UNIQUELY POSITIONED TO TAKE ON THIS WORK SUCCESSFULLY BECAUSE: 1) WE HAVE LONG-TERM, HIGH-TRUST, EFFECTIVE RELATIONSHIPS WITH THE DISTRICT LEADERSHIP TEAMS, SCHOOL LEADERSHIP TEAMS, AND TEACHERS IN OUR PARTNER-DISTRICTS, 2) WE HAVE A PROVEN SET OF STRATEGIES THAT ARE IMPROVING ACADEMIC OUTCOMES FOR URBAN STUDENTS, AND 3) WE HAVE A WEB-BASED DATA DASHBOARD TO MEASURE PROGRESS AND GUIDE IMPLEMENTATION.THE PREP-KC TEAM IS UNIQUELY SKILLED AT COLLABORATING WITH EDUCATORS TO DESIGN AND IMPLEMENT IMPROVEMENT STRATEGIES. ADDITIONALLY, THE PREP-KC TEAM IS EXPERT IN USING DATA TO GUIDE IMPLEMENTATION AND CREATE ACCOUNTABILITY FOR RESOURCES.PREP-KC WAS FOUNDED IN 2005 IN PARTNERSHIP WITH THE CIVIC COUNCIL OF GREATER KANSAS CITY AND THE GREATER KANSAS CITY COMMUNITY FOUNDATION AS A REGIONAL EDUCATIONAL INTERMEDIARY TO FOCUS RESOURCES ON IMPROVING COLLEGE AND CAREER PREPARATION FOR THE BI-STATE REGION'S URBAN STUDENTS. SINCE OUR FOUNDING, PREP-KC HAS DEVELOPED HIGH-TRUST RELATIONSHIPS WITH KANSAS CITY'S SIX URBAN SCHOOL DISTRICTS WHICH COLLECTIVELY SERVE NEARLY HALF OF THE 5-COUNTY REGION'S LOW-INCOME STUDENTS AND STUDENTS-OF-COLOR, AND A GROWING NUMBER OF ENGLISH LANGUAGE LEARNERS. EVIDENCE OF OUR SUCCESS INCLUDES IMPROVEMENTS IN ACADEMIC OUTCOMES FOR STUDENTS SERVED BY OUR FIVE PARTNER SCHOOL DISTRICTS (AS MEASURED BY A WEB-BASED DATA DASHBOARD DEVELOPED BY PREP-KC AS A KEY ACCOUNTABILITY TOOL). FOCUS AREASMATH BENCHMARKINGPREP-KC WORKS WITH MATH DEPARTMENTS, OFTEN IN GRADES 2-12, TO EQUIP TEACHERS WITH THE NECESSARY SUPPORTS TO RAISE THE RIGOR OF ALL MATH CLASSES TO PREPARE ALL STUDENTS FOR SUCCESS IN ADVANCED MATH CLASSES. MORE THAN EVER BEFORE, ADVANCED MATH IS REQUIRED FOR SUCCESS IN HIGHER EDUCATION AND IN HIGH-GROWTH CAREERS IN THE KANSAS CITY REGION. STUDIES SHOW THAT WHEN STUDENTS EXPERIENCE SUCCESS IN MATH, THEIR CONFIDENCE ALSO IMPROVES IN OTHER SUBJECTS.WORKFORCE PREPARATIONPREP-KC HAS CREATED SIX NEW CAREER ACADEMIES IN HIGH-GROWTH FIELDS SUCH AS BIOTECHNOLOGY, BUSINESS/FINANCE, AND ENGINEERING. THESE ACADEMIES GIVE STUDENTS EARLY BUSINESS EXPERIENCES AND INDUSTRY KNOWLEDGE. THESE BUSINESS/INDUSTRY-BASED EXPERIENCES HELP STUDENTS WHO MIGHT NOT OTHERWISE HAVE THESE OPPORTUNITIES, DEVELOP ASPIRATIONS FOR THEIR FUTURES, HELPING THEM TO DEVELOP CONCRETE PLANS FOR POSTSECONDARY EDUCATION AND ULTIMATELY, EMPLOYMENT.EARLY COLLEGE OPPORTUNITIESBY WORKING WITH URBAN HIGH SCHOOLS AND AREA HIGHER EDUCATION INSTITUTIONS, PREP-KC IS ESTABLISHING MULTIPLE OPPORTUNITIES FOR HIGH SCHOOL STUDENTS TO TAKE COLLEGE COURSES WHILE STILL IN HIGH SCHOOL. THIS IS ESPECIALLY CRITICAL FOR FIRST-GENERATION HIGH SCHOOL GRADUATES AND FIRST-GENERATION COLLEGE APPLICANTS. STUDIES SHOW THAT STUDENTS WHO SUCCESSFULLY COMPLETE COLLEGE COURSES BEFORE THE END OF THEIR HIGH SCHOOL EDUCATION ARE MORE LIKELY TO COMPLETE POSTSECONDARY EDUCATION. IN ADDITION, LOW-INCOME STUDENTS CAN REDUCE THE COST OF POSTSECONDARY EDUCATION BY COMPLETING SOME COURSES WHILE ATTENDING HIGH SCHOOL.Desc
Total Program Service Expenses$1,254,402TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document34IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee9EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMOStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonGREATER KC COMMUNITY FNDTPersonNm
Phone8168420944PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11055 BROADWAY SUITE 130AddressLine1
CityKANSAS CITYCity
StateMOState
ZIP Code64105ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
LEO E MORTON
BOARD CHAIR1.00Yes (X)Yes (X)$0$0$0
DAVID WARM
DIRECTOR1.00Yes (X)$0$0$0
RAY DANIELS
DIRECTOR1.00Yes (X)$0$0$0
RAMON MURGUIA
DIRECTOR1.00Yes (X)$0$0$0
EDWARD F HONESTY
DIRECTOR1.00Yes (X)$0$0$0
TOM FORRESTER
DIRECTOR1.00Yes (X)$0$0$0
CHRIS GENTILE
DIRECTOR1.00Yes (X)$0$0$0
MADELINE ROMIOUS
DIRECTOR1.00Yes (X)$0$0$0
SUSAN WALLY
PRESIDENT & CEO60.00Yes (X)Yes (X)$159,068$0$0
KATHLEEN BOYLE DALEN
VICE PRESIDENT60.00Yes (X)$145,861$0$9,138
FieldValueIRS element (for citing)
Total Reportable Comp From Org$304,929TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$9,138TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
MR DENNIS K CHACONAS
836 GROSVENOR PLACEOAKLANDCA94610MATH BENCHMARKING/COACHING$322,000
MS SUSAN ENGELMANN
8300 W 99TH STREETOVERLAND PARKKS66212MATH & LITERACY BENCHMARKING/COACHING, M$117,060
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,656,944AllOtherContributionsAmt
Total Contributions$2,656,944TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$46,305TotalRevenueColumnAmt
Exclusion$46,305ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,251,804SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,018,000SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$233,804SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$233,804TotalRevenueColumnAmt
Exclusion$233,804ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$55,000TotalRevenueColumnAmt
Exclusion$55,000ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$55,000OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,992,053TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$335,109ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$314,923TotalAmt
Program Services$157,462ProgramServicesAmt
Management And General$31,492ManagementAndGeneralAmt
Fundraising$125,969FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$397,256TotalAmt
Program Services$359,010ProgramServicesAmt
Management And General$15,641ManagementAndGeneralAmt
Fundraising$22,605FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$768TotalAmt
Management And General$768ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$24,000TotalAmt
Management And General$24,000ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$38,452TotalAmt
Program Services$19,226ProgramServicesAmt
Management And General$19,226ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$25,625TotalAmt
Program Services$25,625ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$6,786TotalAmt
Program Services$3,135ProgramServicesAmt
Management And General$3,651ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
CONSULTING FEES$416,987$416,987
COACHING/TRAINING$264,864$264,864
MISCELLANEOUS EXPENSES$16,310$8,093$8,217

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,505,971TotalAmt
Program Services$1,254,402ProgramServicesAmt
Management And General$102,995ManagementAndGeneralAmt
Fundraising$148,574FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,065,716BOYAmt
EOY$2,209,997EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$250,000BOYAmt
EOY$978,383EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$67,600BOYAmt
EOY$135,513EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,859,583BOYAmt
EOY$2,286,749EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,242,899BOYAmt
EOY$5,610,642EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$137,360BOYAmt
EOY$62,862EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$137,360BOYAmt
EOY$62,862EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,705,539BOYAmt
EOY$3,874,648EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$400,000BOYAmt
EOY$1,673,132EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,105,539BOYAmt
EOY$5,547,780EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,242,899BOYAmt
EOY$5,610,642EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,486,082ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$43,841NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,009,354CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$910,964CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,523,703CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,222,217CurrentTaxYearMinus1YearAmt
Current Tax Year$2,292,780CurrentTaxYearAmt
Total$6,959,018TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,009,354CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$910,964CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,523,703CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,222,217CurrentTaxYearMinus1YearAmt
Current Tax Year$2,292,780CurrentTaxYearAmt
Total$6,959,018TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,494,675SubstantialContributorsTotAmt
Public Support Total170$3,464,343PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$75,091CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$58,639CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$51,889CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47,669CurrentTaxYearMinus1YearAmt
Current Tax Year$46,305CurrentTaxYearAmt
Total$279,593TotalAmt
FieldValueIRS element (for citing)
Total Support$7,238,611TotalSupportAmt
Public Support CY1700.47860PublicSupportCY170Pct
Public Support PY1700.44280PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$2,947,444TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$43,841NetUnrealizedGainsInvstAmt
Revenue Not Reported-$43,841RevenueNotReportedAmt
Revenue Subtotal$2,991,285RevenueSubtotalAmt
Investment Expenses Not Incld$768InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$768RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,992,053TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,505,203TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,505,203ExpensesSubtotalAmt
Investment Expenses Not Incld2$768InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$768ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,505,971TotalExpensesPerForm990Amt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
SUSAN WALLY
PRESIDENT & CEO$159,068$0$0$0$0$0$0$0$0$0$159,068$0$0$0
KATHLEEN BOYLE DALEN
VICE PRESIDENT$145,861$0$0$0$0$0$0$0$9,138$0$154,999$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11THE ORGANIZATION'S OFFICERS WILL REVIEW THE FORM 990 PRIOR TO FILING THE RETURNS WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CALL BOARD MEMBERS AND DIRECTORS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. IF INTERESTS ARISE DURING THE YEAR THEY MUST NOTIFY THE CORPORATION'S BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE AS SOON AS SUCH KNOWLEDGE OF ANY POTENTIAL CONFLICTS ARISE.
FORM 990, PART VI, SECTION B, LINE 15ATHE COMPENSATION OF THE CEO OF THE ORGANIZATION WAS DETERMINED AND APPROVED BY THE BOARD.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC FOR REVIEW AT THEIR OFFICES FROM 8 A.M. - 5 P.M., MONDAY THROUGH FRIDAY.

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