OKLAHOMA COUNCIL OF PUBLIC AFFAIRS INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- OKLAHOMA COUNCIL OF PUBLIC AFFAIRS INC (EIN 73-1436375)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201543209349307424
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T12:51:52-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731508702 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DeBee Gilchrist | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 NW 63rd Street Suite 5000 | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | 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 | 731436375 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA COUNCIL OF PUBLIC AFFAIRS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OKLA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 N LINCOLN BLVD | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL CARNUCCIO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4056021667 | PhoneNum |
| Signature | 2015-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | H Edward DeBee | PreparerPersonNm |
| PTIN | P00286912 | PTIN |
| Phone | 4052327777 | PhoneNum |
| Preparation | 2015-11-16 | PreparationDt |
| 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) |
|---|---|---|
| Gross Receipts | $2,432,089 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OCPATHINK.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | THE OKLAHOMA COUNCIL OF PUBLIC AFFAIRS, INC. WAS FORMED TO PROVIDE RELEVANT INFORMATION TO THE GENERAL PUBLIC CONCERNING PUBLIC POLICY ISSUES AFFECTING OKLAHOMA CITIZENS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 37 | VotingMembersIndependentCnt |
| Total Employee | 18 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,874,756 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,806,968 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,262 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,291 | CYInvestmentIncomeAmt |
| PY Other Revenue | $254,175 | PYOtherRevenueAmt |
| CY Other Revenue | $448,557 | CYOtherRevenueAmt |
| PY Total Revenue | $2,133,193 | PYTotalRevenueAmt |
| CY Total Revenue | $2,261,816 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $20,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $44,883 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $958,151 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $922,014 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $319,075 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,141,886 | PYOtherExpensesAmt |
| CY Other Expenses | $844,234 | CYOtherExpensesAmt |
| PY Total Expenses | $2,120,037 | PYTotalExpensesAmt |
| CY Total Expenses | $1,811,131 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $13,156 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $450,685 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,464,821 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,645,832 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $420,580 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $150,906 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,044,241 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,494,926 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE OKLAHOMA COUNCIL OF PUBLIC AFFAIRS, INC. WAS FORMED TO PROVIDE RELEVANT INFORMATION TO THE GENERAL PUBLIC CONCERNING PUBLIC POLICY ISSUES AFFECTING OKLAHOMA CITIZENS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $602,023 | ExpenseAmt |
| Desc | SALARIES AND BENEFITS PAID TO EMPLOYEES AND ALLOCATED TO PROGRAM SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $345,011 | ExpenseAmt |
| Desc | PUBLICATION OF OVER 36,000 COPIES OF OCPA PERSPECTIVE. THIS IS A NEWSLETTER FOCUSING ON CURRENT ISSUES MAILED MONTHLY TO OVER 3,000 OKLAHOMA CITIZENS AT NO CHARGE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $73,897 | ExpenseAmt |
| Grant | $73,897 | GrantAmt |
| Desc | SUPPORT FOR CORPORATIONS ORGANIZED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL AND SCIENTIFIC PURPOSES, INCLUDING, FOR SUCH PURPOSES, THE RAISING OF FUNDS FOR AND THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | DescDesc |
|---|---|
| $60,228 | LIBERTY GALA - EVENT TO PRESENT GUEST SPEAKERS TO DISCUSS VARIOUS MATTERS DESIGNED TO EDUCATE THE PUBLIC ON VARIOUS PUBLIC POLICY TOPICS. |
| $38,571 | THE MIDDLE GROUND PROGRAM - TELEVISION, RADIO AND PODCAST PROGRAM TO DISCUSS VARIOUS MATTERS DESIGNED TO EDUCATE THE PUBLIC ON VARIOUS PUBLIC POLICY TOPICS. |
| $13,816 | SUMMER SPEAKER - EVENT TO PRESENT A GUEST SPEAKER TO DISCUSS VARIOUS MATTERS DESIGNED TO EDUCATE THE PUBLIC ON VARIOUS PUBLIC POLICY TOPICS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $112,615 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $1,133,546 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 18 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 37 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL CARNUCCIO | PersonNm |
| Phone | 4056021667 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 N LINCOLN BLVD | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73104 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BLAKE ARNOLD | ||||||||
| TRUSTEE | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT AVERY | ||||||||
| TRUSTEE | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GEN LEE J BAXTER | ||||||||
| TRUSTEE & VICE CHAIRMAN | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE W BEEBE | ||||||||
| TRUSTEE & TREASURER | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GT BLANKENSHIP | ||||||||
| TRUSTEE | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN A BROCK | ||||||||
| TRUSTEE | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID R BROWN | ||||||||
| TRUSTEE & CHAIRMAN | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL A COX | ||||||||
| TRUSTEE | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM FLANAGAN | ||||||||
| TRUSTEE | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPHINE FREEDE | ||||||||
| TRUSTEE | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN FELTON GILLILAND | ||||||||
| TRUSTEE & VICE CHAIRMAN | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN T HANES | ||||||||
| TRUSTEE & VICE CHAIRMAN | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN A HENRY III | ||||||||
| TRUSTEE | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HENRY F KANE | ||||||||
| TRUSTEE | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT H KANE | ||||||||
| TRUSTEE & SECRETARY | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GENE LOVE | ||||||||
| TRUSTEE | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM H MCCASLAND III | ||||||||
| TRUSTEE | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID MACLAUGHLIN | ||||||||
| TRUSTEE | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LEW MEIBERGEN | ||||||||
| TRUSTEE | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RONALD L MERCER | ||||||||
| TRUSTEE | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LLOYD NOBLE II | ||||||||
| TRUSTEE | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL ONEAL | ||||||||
| TRUSTEE | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT PATTERSON | ||||||||
| TRUSTEE | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL PRICE | ||||||||
| TRUSTEE | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK T ROONEY | ||||||||
| TRUSTEE & VICE CHAIRMAN | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA SANDEFER | ||||||||
| TRUSTEE | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS SCHROEDTER | ||||||||
| TRUSTEE | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD L SIAS | ||||||||
| TRUSTEE | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RADM RET GREG SLAVONIC | ||||||||
| TRUSTEE | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN F SNODGRASS | ||||||||
| TRUSTEE | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES M SUBLETT | ||||||||
| TRUSTEE & VICE CHAIRMAN | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT SULLIVAN | ||||||||
| TRUSTEE | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LEW WARD | ||||||||
| TRUSTEE | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM WARNOCK JR | ||||||||
| TRUSTEE | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY W WILSON MD | ||||||||
| TRUSTEE | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DARYL WOODARD | ||||||||
| TRUSTEE & VICE CHAIRMAN | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL J ZALOUDEK | ||||||||
| TRUSTEE | 0.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL CARNUCCIO | ||||||||
| PRESIDENT | 40.00 | 0.00 | $108,008 | $0 | $2,759 | Yes (X) | ||
| BRANDON DUTCHER | ||||||||
| VICE PRESIDENT | 40.00 | 0.00 | $97,615 | $0 | $3,236 | Yes (X) | ||
| KARMA ROBINSON | ||||||||
| VICE PRESIDENT | 40.00 | 0.00 | $74,935 | $0 | $2,790 | Yes (X) | ||
| BRIAN BUSH | ||||||||
| VICE PRESIDENT | 40.00 | 0.00 | $49,620 | $0 | $3,773 | Yes (X) | ||
| JONATHAN SMALL | ||||||||
| FISCAL POLICY DIRECTOR | 40.00 | 0.00 | $94,210 | $0 | $8,107 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $424,388 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $20,665 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $1,806,968 | AllOtherContributionsAmt |
| Total Contributions | $1,806,968 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,289 | TotalRevenueColumnAmt |
| Exclusion | $4,289 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,259 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,257 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,002 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,002 | TotalRevenueColumnAmt |
| Exclusion | $2,002 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $494,700 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $138,016 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $356,684 | TotalRevenueColumnAmt |
| Exclusion | $356,684 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EXPENSE REIMBURSEMENT | 561000 | $52,693 | $52,693 |
| OTHER INCOME | 561000 | $39,180 | $39,180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $91,873 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,261,816 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $91,873 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $362,975 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,883 | TotalAmt |
| Program Services | $44,883 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,735 | TotalAmt |
| Program Services | $197,844 | ProgramServicesAmt |
| Management And General | $71,488 | ManagementAndGeneralAmt |
| Fundraising | $73,403 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $476,619 | TotalAmt |
| Program Services | $275,129 | ProgramServicesAmt |
| Management And General | $99,414 | ManagementAndGeneralAmt |
| Fundraising | $102,076 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,260 | TotalAmt |
| Program Services | $25,549 | ProgramServicesAmt |
| Management And General | $9,232 | ManagementAndGeneralAmt |
| Fundraising | $9,479 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,400 | TotalAmt |
| Program Services | $33,712 | ProgramServicesAmt |
| Management And General | $12,181 | ManagementAndGeneralAmt |
| Fundraising | $12,507 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,898 | TotalAmt |
| Management And General | $49,898 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,275 | TotalAmt |
| Management And General | $14,275 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,223 | TotalAmt |
| Management And General | $13,223 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,765 | TotalAmt |
| Management And General | $18,765 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,064 | TotalAmt |
| Management And General | $6,314 | ManagementAndGeneralAmt |
| Fundraising | $750 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,775 | TotalAmt |
| Program Services | $15,719 | ProgramServicesAmt |
| Management And General | $1,831 | ManagementAndGeneralAmt |
| Fundraising | $1,225 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,269 | TotalAmt |
| Program Services | $15,588 | ProgramServicesAmt |
| Management And General | $4,008 | ManagementAndGeneralAmt |
| Fundraising | $2,673 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,687 | TotalAmt |
| Program Services | $17,681 | ProgramServicesAmt |
| Management And General | $4,624 | ManagementAndGeneralAmt |
| Fundraising | $3,382 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,232 | TotalAmt |
| Program Services | $46,161 | ProgramServicesAmt |
| Management And General | $1,002 | ManagementAndGeneralAmt |
| Fundraising | $8,069 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,155 | TotalAmt |
| Program Services | $233,177 | ProgramServicesAmt |
| Fundraising | $49,978 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,591 | TotalAmt |
| Management And General | $4,591 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,555 | TotalAmt |
| Program Services | $42,087 | ProgramServicesAmt |
| Management And General | $10,900 | ManagementAndGeneralAmt |
| Fundraising | $7,568 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,042 | TotalAmt |
| Program Services | $10,280 | ProgramServicesAmt |
| Management And General | $5,913 | ManagementAndGeneralAmt |
| Fundraising | $1,849 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| POSTAGE AND SHIPPING | $42,101 | $2,341 | $4,455 | $35,305 |
| PRINTING AND PUBLICATIONS | $92,609 | $92,609 | ||
| MISCELLANEOUS EXPENSES | $113,184 | $80,786 | $24,657 | $7,741 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,809 | TotalAmt |
| Management And General | $1,739 | ManagementAndGeneralAmt |
| Fundraising | $3,070 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,811,131 | TotalAmt |
| Program Services | $1,133,546 | ProgramServicesAmt |
| Management And General | $358,510 | ManagementAndGeneralAmt |
| Fundraising | $319,075 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,173,472 | BOYAmt |
| EOY | $996,381 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,215,369 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $565,918 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,259,092 | BOYAmt |
| EOY | $2,649,451 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,257 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,464,821 | BOYAmt |
| EOY | $3,645,832 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,236 | BOYAmt |
| EOY | $22,969 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,343 | BOYAmt |
| EOY | $127,936 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1 | BOYAmt |
| EOY | $1 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $420,580 | BOYAmt |
| EOY | $150,906 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,019,301 | BOYAmt |
| EOY | $3,365,713 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,024,940 | BOYAmt |
| EOY | $129,213 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,044,241 | BOYAmt |
| EOY | $3,494,926 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,464,821 | BOYAmt |
| EOY | $3,645,832 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $450,685 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $949,090 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,141,013 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,320,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,029,498 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,806,968 | CurrentTaxYearAmt |
| Total | $7,246,590 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $949,090 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,141,013 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,320,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,029,498 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,806,968 | CurrentTaxYearAmt |
| Total | $7,246,590 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,866,417 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,380,173 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,807 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,603 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,157 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,262 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,289 | CurrentTaxYearAmt |
| Total | $15,118 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,510 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,904 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $122,478 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,875 | CurrentTaxYearAmt |
| Total | $230,767 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,492,475 | TotalSupportAmt |
| Public Support CY170 | 0.71810 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71350 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,811,131 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,811,131 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $240,557 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $60,139 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $240,348 | CurrentYearMinus3Amt |
| Current Year Minus2 | $242,991 | CurrentYearMinus2Amt |
| Current Year Minus1 | $256,002 | CurrentYearMinus1Amt |
| Current Year | $240,557 | CurrentYearAmt |
| Total | $979,898 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,469,847 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $74,796 | CurrentYearMinus3Amt |
| Total | $74,796 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $60,087 | CurrentYearMinus3Amt |
| Current Year Minus2 | $60,748 | CurrentYearMinus2Amt |
| Current Year Minus1 | $64,000 | CurrentYearMinus1Amt |
| Current Year | $60,139 | CurrentYearAmt |
| Total | $244,974 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $367,461 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,147,114 | OtherCostOrOtherBasisAmt |
| Book Value | $1,147,114 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,840,729 | OtherCostOrOtherBasisAmt |
| Depreciation | $374,944 | DepreciationAmt |
| Book Value | $1,465,785 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $125,573 | OtherCostOrOtherBasisAmt |
| Depreciation | $105,272 | DepreciationAmt |
| Book Value | $20,301 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $101,953 | OtherCostOrOtherBasisAmt |
| Depreciation | $85,702 | DepreciationAmt |
| Book Value | $16,251 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,649,451 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,261,816 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $2,261,816 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,261,816 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,811,131 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,811,131 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,811,131 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CITIZEN DINN | Event1Nm |
| Gross Receipts Event1 | $494,700 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $494,700 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $138,016 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $494,700 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $494,700 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $138,016 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $138,016 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $356,684 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIBERTY FOUNDATION OF AMERICA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 N LINCOLN BLVD | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 462660521 | RecipientEIN |
| IRC Section | 501C3 | IRCSectionDesc |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK T ROONEY | PersonNm |
| Relationship With Org | TRUSTEE | RelationshipWithOrgTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Balance Due | $127,936 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $127,936 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|
| MICHAEL CARNUCCIO | ||
| OFFICER | EXPLANATION | false |
| DR DAVID BROWN | ||
| TRUSTEE | EXPLANATION | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Supplemental Information for Schedule L | FormAndLineReferenceDesc |
| Explanation | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:(A) NAME OF INDIVIDUAL: MICHAEL CARNUCCIO(D) DESCRIPTION OF TRANSACTION: EXPLANATION: MR. CARNUCCIO IS AN OFFICER OF THE OKLAHOMA COUNCIL OF PUBLIC AFFAIRS, INC. (OCPA) AND A TRUSTEE OF OCPA IMPACT, INC. THE OCPA HAS ENTERED INTO A SHARED SERVICES AGREEMENT WITH OCPA IMPACT, INC. FOR THE PURPOSE OF ALLOCATING AND ASSIGNING PAYMENT RESPONSIBILITY FOR COSTS AND EXPENSES BETWEEN THE TWO ORGANIZATIONS. SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:(A) NAME OF INDIVIDUAL: MICHAEL CARNUCCIO(D) DESCRIPTION OF TRANSACTION (2): EXPLANATION: MR. CARNUCCIO IS AN OFFICER OF THE OKLAHOMA COUNCIL OF PUBLIC AFFAIRS, INC. (OCPA) AND A TRUSTEE OF THE LIBERTY FOUNDATION OF AMERICA, INC. (LIBERTY). THE OCPA HAS ENTERED INTO A SHARED SERVICES AGREEMENT WITH LIBERTY FOR THE PURPOSE OF ALLOCATING AND ASSIGNING PAYMENT RESPONSIBILITY FOR COSTS AND EXPENSES BETWEEN THE TWO ORGANIZATIONS. SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:(A) NAME OF INDIVIDUAL: DR. DAVID BROWN(D) DESCRIPTION OF TRANSACTION: EXPLANATION: DR. BROWN IS A TRUSTEE OF THE OKLAHOMA COUNCIL OF PUBLIC AFFAIRS, INC. (OCPA) AND A TRUSTEE OF THE LIBERTY FOUNDATION OF AMERICA, INC. (LIBERTY). THE OCPA HAS ENTERED INTO A SHARED SERVICES AGREEMENT WITH LIBERTY FOR THE PURPOSE OF ALLOCATING AND ASSIGNING PAYMENT RESPONSIBILITY FOR COSTS AND EXPENSES BETWEEN THE TWO ORGANIZATIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Officer directors etc family relationship Part VI line 2 | HENRY F. KANE, DIRECTOR & ROBERT H. KANE, DIRECTOR: FAMILY RELATIONSHIP |
| Form 990 governing body review Part VI line 11 | THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S BOARD OF TRUSTEES PRIOR TO SIGNATURE AND FILING. |
| Conflict of interest policy compliance Part VI line 12c | THE CONFLICT OF INTEREST POLICY COVERS INTERESTED PERSONS, INCLUDING OFFICERS, DIRECTORS, OR MEMBERS OF A COMMITTEE THAT HAVE A DIRECT OR INDIRECT FINANCIAL INTEREST. THE INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF A CONFLICT OF INTEREST AND ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS OR MEMBERS OF A COMMITTEE CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE BOARD OR COMMITTEE THEN DECIDES WHETHER A CONFLICT OF INTEREST EXISTS. IN THE EVENT THE BOARD OR COMMITTEE DETERMINES A CONFLICT OF INTEREST EXISTS, APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION WILL BE TAKEN TO ELIMINATE THE CONFLICT. |
| CEO executive director top management comp Part VI line 15a | BOARD OF TRUSTEES CONSIDERED THE RECOMMENDATIONS OF THE CHIEF EXECUTIVE OFFICER AND COMPARED THE RECOMMENDATIONS TO THE INFORMATION PROVIDED BY THE STATE POLICY NETWORK RANGES OF COMPARABLE SALARIES AND COMPENSATION FOR SIMILAR ORGANIZATIONS. |
| Other officer or key employee compensation Part VI line 15b | BOARD OF TRUSTEES CONSIDERED THE RECOMMENDATIONS OF THE CHIEF EXECUTIVE OFFICER AND COMPARED THE RECOMMENDATIONS TO THE INFORMATION PROVIDED BY THE STATE POLICY NETWORK RANGES OF COMPARABLE SALARIES AND COMPENSATION FOR SIMILAR ORGANIZATIONS |
| Governing documents etc available to public Part VI line 19 | IN ADDITION TO THE DOCUMENTS REQUIRED BY LAW, THE ORGANIZATION WILL VOLUNTARILY MAKE THE FOLLOWING DOCUMENTS AVAILABLE, UPON REQUEST: A.ARTICLES OF INCORPORATION, AS FILED;B.BY-LAWS, AS MOST RECENTLY AMENDED AND RESTATED; ANDC.CONFLICT OF INTEREST POLICY, AS MOST RECENTLY AMENDED, IF APPLICABLE.BECAUSE THE ORGANIZATION'S FINANCIAL STATEMENTS ARE PREPARED ONLY FOR THE PURPOSES OF REPORTING TO BOARD AND PREPARING THE ORGANIZATION'S ANNUAL INFORMATION RETURN, SUCH STATEMENTS WILL NOT BE MADE AVAILABLE TO THE PUBLIC, EXCEPT AS REPORTED ON THE ORGANIZATION'S ANNUAL INFORMATION RETURN. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATALYST OKLAHOMA INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 NW 63RD ST STE 5000 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464126174 | EIN |
| Primary Activities | RESEARCH AND PROMOTION OF PRO-GROWTH PUBLIC POLICIES | PrimaryActivitiesTxt |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Exempt Code Section | 501C4 | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA COUNCIL OF PUBLIC AFFAIRS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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