BOARDSOURCE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BOARDSOURCE (EIN 52-1681375)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-08
- IRS object ID
- 201400989349300010
- Schema version
- 2013v3.0
- 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 | 2014-04-08T09:02:14-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521511275 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Raffa PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L Street NW Suite 900 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521681375 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BoardSource | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOAR | BusinessNameControlTxt |
| Phone | 2024526262 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 9th Street NW No 650 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 200014590 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anne Wallestad | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 2024526262 | PhoneNum |
| Signature | 2014-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Frank H Smith | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 2028225000 | PhoneNum |
| Preparation | 2014-04-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Anne Wallestad | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 9th Street NW No 650 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 200014590 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,364,635 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.boardsource.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | Advancing the public good by building exceptional nonprofit boards and inspiring board service. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 42 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,414,517 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,317,697 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,807,690 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,318,297 | CYProgramServiceRevenueAmt |
| PY Investment Income | $279,621 | PYInvestmentIncomeAmt |
| CY Investment Income | $184,303 | CYInvestmentIncomeAmt |
| PY Other Revenue | $603,433 | PYOtherRevenueAmt |
| CY Other Revenue | $828,335 | CYOtherRevenueAmt |
| PY Total Revenue | $6,105,261 | PYTotalRevenueAmt |
| CY Total Revenue | $5,648,632 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $70,677 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $21,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,723,462 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,511,624 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $452,896 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,644,732 | PYOtherExpensesAmt |
| CY Other Expenses | $3,134,377 | CYOtherExpensesAmt |
| PY Total Expenses | $7,438,871 | PYTotalExpensesAmt |
| CY Total Expenses | $5,667,001 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,333,610 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$18,369 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,697,402 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,460,675 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,098,996 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,659,602 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,598,406 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,801,073 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Advancing the public good by building exceptional nonprofit boards and inspiring board service. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,043,204 | ExpenseAmt |
| Grant | $21,000 | GrantAmt |
| Revenue | $1,036,222 | RevenueAmt |
| Desc | Governance Education and Training: BoardSource provides educational resources that address essential governance topics, including legal and fiduciary responsibilities; fundraising; Board meetings and processes; Board composition including diversity and inclusion issues; and Board/staff relations. Membership Program: BoardSource's membership program integrates its educational resources into a year-round educational offerings and support for nonprofit leaders. BoardSource's membership program currently includes nearly 90,000 individual leaders from nonprofit organizations across the country. Public Training Programs: BoardSource's training programs focus on essential governance training for Board and staff leaders, including programs that provide the Certificate of Nonprofit Board Education, the Leadership Certificate for Board Chairs, and the Leadership Certificate for Chief Executives. BoardSource's training program reached more than 3,000 nonprofit leaders in 2013. Publications & Research: BoardSource's library of nonprofit governance resources includes more than 100 publications and tools on a broad range of topics relevant to nonprofit CEOs, Board leaders, and practitioners. In 2013 alone, 82,000 publication resources were accessed by nonprofit leaders from across the country. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,059,091 | ExpenseAmt |
| Revenue | $1,748,850 | RevenueAmt |
| Desc | Consulting & Assessment Services: BoardSource's consulting services support the needs of individual organizations seeking to directly address key issues or challenges in their own Board leadership. In 2013, BoardSource worked with 230 organizations on projects including strategic visioning and planning, Board restructuring, clarifying roles and responsibilities, addressing challenging Board dynamics, and much more. Additionally, BoardSource provided 466 diagnostic and assessment services to organizations in 2013, and launched a new assessments platform. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $679,094 | ExpenseAmt |
| Revenue | $300,635 | RevenueAmt |
| Desc | BoardSource Leadership Forum: The BoardSource Leadership Forum is an annual conference that convenes hundreds of governance experts, Board members, chief executives, and senior staff from around the world to discuss the newest thinking and practices in nonprofit governance. The 2013 BoardSource Leadership Forum included more than 750 nonprofit leaders. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,781,389 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 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 | 38 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 42 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joan Payne | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024526262 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 9th Street NW No 650 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 200014590 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| John Griswold | |||||||
| Chair | 12.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Phillip Henderson | |||||||
| Vice Chair | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Kimberly Roberson | |||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Dawn McNally | |||||||
| Treasurer | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Anne Cohn Donnelly | |||||||
| Director | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Will Fitzpatrick | |||||||
| Director - until 12/2013 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Aaron Hurst | |||||||
| Director - until 6/2013 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| Phil Lochner | |||||||
| Director | 9.00 | Yes (X) | $0 | $0 | $0 | ||
| David McGinty | |||||||
| Director | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| Rick Moyers | |||||||
| Director | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| David Nygren | |||||||
| Director - until 12/2013 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| Maya Enista Smith | |||||||
| Director - until 2/2013 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Roxanne Spillett | |||||||
| Director - until 9/2013 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| Sylvia Yee | |||||||
| Director | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| Linda Crompton | |||||||
| President & CEO - until 1/2013 | 40.00 | Yes (X) | $47,275 | $0 | $1,711 | ||
| Anne Wallestad | |||||||
| President & CEO | 40.00 | Yes (X) | $191,295 | $0 | $17,032 | ||
| Fred Sherman | |||||||
| CFO - until 7/2013 | 40.00 | Yes (X) | $80,014 | $0 | $8,655 | ||
| Marci Sunderland | |||||||
| VP Human Capital & Operations | 40.00 | $122,300 | $0 | $13,840 | Yes (X) | ||
| Vernetta Walker | |||||||
| VP Consulting & Training | 40.00 | $124,193 | $0 | $12,279 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $565,077 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $53,517 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Hyatt Regency Century Plaza | |||||
| PO Box 202952 | Dallas | TX | 75320 | Food, beverage, lodging and audio | $238,411 |
| Avectra | |||||
| 75 Remittance Drive Suite 6012 | Chicago | IL | 606756012 | Software support | $159,605 |
| Innovative Technologies In Print | |||||
| 200 S Chestnut Street | Elizabethtown | PA | 17022 | Printing and mailing services | $141,479 |
| Office IT Solutions | |||||
| 3509 Connecticut Avenue NW | Washington | DC | 20008 | IT equipment & information tech. | $123,431 |
| Susan Meier | |||||
| 8 Melvin Street 4029 | Gaithersburg | MD | 20877 | Training | $112,490 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,028,859 | MembershipDuesAmt |
| All Other Contributions | $1,288,838 | AllOtherContributionsAmt |
| Total Contributions | $2,317,697 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Consulting/training | 900099 | $1,392,689 | $1,392,689 |
| Assessments | 900099 | $356,161 | $356,161 |
| Leadership forum | 900099 | $300,635 | $300,635 |
| Training Fees | 900099 | $268,812 | $268,812 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,318,297 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,076 | TotalRevenueColumnAmt |
| Exclusion | $33,076 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $718,398 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $567,171 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $151,227 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $151,227 | TotalRevenueColumnAmt |
| Exclusion | $151,227 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $916,242 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $148,832 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $767,410 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $767,410 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Sublease income | 900099 | $39,500 | $39,500 |
| Other revenue | 900099 | $21,425 | $21,425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $60,925 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,648,632 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,085,707 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $245,228 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,000 | TotalAmt |
| Program Services | $21,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,982 | TotalAmt |
| Program Services | $146,641 | ProgramServicesAmt |
| Management And General | $75,583 | ManagementAndGeneralAmt |
| Fundraising | $123,758 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,850,746 | TotalAmt |
| Program Services | $1,597,404 | ProgramServicesAmt |
| Management And General | $145,216 | ManagementAndGeneralAmt |
| Fundraising | $108,126 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,776 | TotalAmt |
| Program Services | $50,877 | ProgramServicesAmt |
| Management And General | $4,257 | ManagementAndGeneralAmt |
| Fundraising | $2,642 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,489 | TotalAmt |
| Program Services | $93,292 | ProgramServicesAmt |
| Management And General | $8,057 | ManagementAndGeneralAmt |
| Fundraising | $8,140 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,631 | TotalAmt |
| Program Services | $117,919 | ProgramServicesAmt |
| Management And General | $14,558 | ManagementAndGeneralAmt |
| Fundraising | $15,154 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $534,716 | TotalAmt |
| Program Services | $534,716 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,090 | TotalAmt |
| Program Services | $17,438 | ProgramServicesAmt |
| Management And General | $2,217 | ManagementAndGeneralAmt |
| Fundraising | $2,435 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,224 | TotalAmt |
| Program Services | $29,002 | ProgramServicesAmt |
| Management And General | $3,688 | ManagementAndGeneralAmt |
| Fundraising | $3,534 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,646 | TotalAmt |
| Program Services | $228,795 | ProgramServicesAmt |
| Management And General | $24,385 | ManagementAndGeneralAmt |
| Fundraising | $30,466 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,817 | TotalAmt |
| Program Services | $25,703 | ProgramServicesAmt |
| Management And General | $2,170 | ManagementAndGeneralAmt |
| Fundraising | $2,944 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,905 | TotalAmt |
| Program Services | $292,299 | ProgramServicesAmt |
| Management And General | $13,977 | ManagementAndGeneralAmt |
| Fundraising | $14,629 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,734 | TotalAmt |
| Program Services | $110,276 | ProgramServicesAmt |
| Management And General | $14,022 | ManagementAndGeneralAmt |
| Fundraising | $13,436 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,851 | TotalAmt |
| Program Services | $11,851 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $812,761 | TotalAmt |
| Program Services | $650,733 | ProgramServicesAmt |
| Management And General | $82,740 | ManagementAndGeneralAmt |
| Fundraising | $79,288 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,236 | TotalAmt |
| Program Services | $151,772 | ProgramServicesAmt |
| Management And General | $2,161 | ManagementAndGeneralAmt |
| Fundraising | $9,303 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,856 | TotalAmt |
| Program Services | $259,537 | ProgramServicesAmt |
| Management And General | $823 | ManagementAndGeneralAmt |
| Fundraising | $1,496 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,470 | TotalAmt |
| Program Services | $247,776 | ProgramServicesAmt |
| Management And General | $31,504 | ManagementAndGeneralAmt |
| Fundraising | $30,190 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,739 | TotalAmt |
| Program Services | $27,013 | ProgramServicesAmt |
| Management And General | $3,435 | ManagementAndGeneralAmt |
| Fundraising | $3,291 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Client-reimbursed exp | $86,772 | $86,772 | ||
| Licenses/permits | $51,211 | $50,741 | $240 | $230 |
| Staff development | $37,349 | $29,832 | $3,683 | $3,834 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,667,001 | TotalAmt |
| Program Services | $4,781,389 | ProgramServicesAmt |
| Management And General | $432,716 | ManagementAndGeneralAmt |
| Fundraising | $452,896 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135 | BOYAmt |
| EOY | $979 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,195 | BOYAmt |
| EOY | $278,801 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $390,440 | BOYAmt |
| EOY | $65,600 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $322,252 | BOYAmt |
| EOY | $221,302 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,498 | BOYAmt |
| EOY | $183,904 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,192 | BOYAmt |
| EOY | $88,139 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,442,359 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,054,955 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,625,924 | BOYAmt |
| EOY | $1,387,404 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,916,766 | BOYAmt |
| EOY | $2,234,546 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,697,402 | BOYAmt |
| EOY | $4,460,675 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $364,348 | BOYAmt |
| EOY | $212,645 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,075,029 | BOYAmt |
| EOY | $860,117 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,659,619 | BOYAmt |
| EOY | $1,586,840 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,098,996 | BOYAmt |
| EOY | $2,659,602 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $821,300 | BOYAmt |
| EOY | $1,144,862 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $565,706 | BOYAmt |
| EOY | $444,811 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,400 | BOYAmt |
| EOY | $211,400 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,598,406 | BOYAmt |
| EOY | $1,801,073 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,697,402 | BOYAmt |
| EOY | $4,460,675 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$18,369 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $221,036 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,359,707 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,633,241 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,283,208 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,414,517 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,317,697 | CurrentTaxYearAmt |
| Total | $12,008,370 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,410,305 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,899,534 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,842,333 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,664,723 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,234,539 | CurrentTaxYearAmt |
| Total | $19,051,434 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,770,012 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,532,775 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,125,541 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,079,240 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,552,236 | CurrentTaxYearAmt |
| Total | $31,059,804 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,035,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $841,117 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $880,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $826,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $351,500 | CurrentTaxYearAmt |
| Total | $3,933,617 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $463,779 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,632 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $530,248 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $171,106 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,716 | CurrentTaxYearAmt |
| Total | $1,239,481 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,498,779 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $900,749 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,410,248 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $997,106 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $366,216 | CurrentTaxYearAmt |
| Total | $5,173,098 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $25,886,706 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $317,891 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $353,402 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $89,069 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,070 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,576 | CurrentTaxYearAmt |
| Total | $882,008 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $317,891 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $353,402 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $89,069 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,070 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,576 | CurrentTaxYearAmt |
| Total | $882,008 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,699 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,693 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,217 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $21,425 | CurrentTaxYearAmt |
| Total | $63,034 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,103,602 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,906,870 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,219,827 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,128,310 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,646,237 | CurrentTaxYearAmt |
| Total | $32,004,846 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.80880 | PublicSupportCY509Pct |
| Public Support PY509 | 0.77120 | PublicSupportPY509Pct |
| Investment Income CY | 0.02760 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03790 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 12, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Other revenue - 2009 Amount: $ 15,699. 2010 Amount: $ 20,693. 2011 Amount: $ 5,217. 2013 Amount: $ 21,425. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $294,503 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $41,283 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,620 | GrantsOrScholarshipsAmt |
| End Year Balance | $319,166 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $293,371 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $26,809 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $25,677 | GrantsOrScholarshipsAmt |
| End Year Balance | $294,503 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $306,545 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,422 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $20,596 | GrantsOrScholarshipsAmt |
| End Year Balance | $293,371 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $282,023 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $47,448 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $22,926 | GrantsOrScholarshipsAmt |
| End Year Balance | $306,545 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $245,487 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $39,703 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,167 | GrantsOrScholarshipsAmt |
| End Year Balance | $282,023 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.09110 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.66240 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24650 | 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 | $1,244,742 | OtherCostOrOtherBasisAmt |
| Depreciation | $465,772 | DepreciationAmt |
| Book Value | $778,970 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $442,163 | OtherCostOrOtherBasisAmt |
| Depreciation | $274,405 | DepreciationAmt |
| Book Value | $167,758 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $755,454 | OtherCostOrOtherBasisAmt |
| Depreciation | $314,778 | DepreciationAmt |
| Book Value | $440,676 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,387,404 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Deferred construction allowance | $948,122 |
| Deferred rent | $638,718 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,586,840 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,018,500 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $221,036 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $148,832 | OtherRevenueAmt |
| Revenue Not Reported | $369,868 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,648,632 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,648,632 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,815,833 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $148,832 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $148,832 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,667,001 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,667,001 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The Judith O'Connor Memorial Fund, an endowment that generates earnings to support a lectureship which will honor outstanding leaders and thinkers in the nonprofit sector for their achievements in nonprofit leadership or their contribution to the field of nonprofit governance, and scholarships to attend the BoardSource Leadership Forum. |
| Part X, Line 2: | BoardSource performed an evaluation of uncertain tax positions for the year ended December 31, 2013, and determined that there were no matters that would require recognition in the financial statements or that may have any effect on its tax-exempt status. |
| Part XI, Line 2d - Other Adjustments: | Cost of goods sold 148,832. |
| Part XII, Line 2d - Other Adjustments: | Cost of goods sold 148,832. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | One Justice - San Francisco | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 433 California Suite 815 | AddressLine1 |
| City | San Francisco | City |
| State | CA | State |
| ZIP Code | 941042012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 942589423 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $15,000 | CashGrantAmt |
| Purpose Of Grant | Awarded for exemplifying exceptional governance and designing change for their organizations. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | BoardSource makes awards to organizations as a part of an awards program. The organizations that received awards in 2013 were recognized for their notable achievements in strong and effective governance. The awards were not restricted for a specific purpose of use by the recipient. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anne Wallestad | PersonNm |
| Title | President & CEO | TitleTxt |
| Base Compensation Filing Org | $191,295 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $7,840 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $9,192 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $208,327 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 4a | FormAndLineReferenceDesc |
| Explanation | Linda Crompton was President & CEO until January 15, 2013. She received transition pay for an additional 6 weeks to ensure a smooth executive transition to the Interim CEO. The total amount of this transition pay was $36,000. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | The draft 990 is reviewed by the entire Board of Directors before it is signed and filed. |
| Form 990, Part VI, Section B, line 12c | The Audit Committee reviews these statements annually and reports to the full Board of Directors. If a conflict is disclosed, the Committee refers the matter to the Board of Directors for any required Board action. |
| Form 990, Part VI, Section B, line 15 | CEO: Prior to determining a compensation increase for the President & CEO, a compensation analysis is completed. This analysis is generally compiled by the Vice President of Human Capital and Operations (or an independent compensation consultant) using comparable salary data from three or more nonprofit salary surveys. Additionally, comparable organization salary and benefit information is compiled from the federal Form 990 of similar organizations to use as a reference. The compensation analysis is provided to the Board Chair, as well as the Compensation and Evaluation Committee. They provide any recommendations to the full Board on a salary increase for the President & CEO. This is typically completed during the Executive Session of a Board meeting or through confidential email. Any increase in compensation for this position requires unanimous approval of the Board. The Chair of the Board of Directors then provides a letter to the Vice President of Human Capital and Operations on the newly approved salary and effective date. This process was last undertaken in 2012. Officers & Key Employees: Prior to determining a compensation increase for the Officers & Key Employees, a compensation analysis is completed. This analysis is generally compiled by the Vice President of Human Capital and Operations using comparable salary data from three or more nonprofit salary surveys as well as comparable organization salary information compiled from the federal Form 990 of similar organizations to use as a reference. The compensation analysis is provided to the President & CEO. Based on the performance evaluation of these individuals, the President & CEO provides a memo to the Board of Directors requesting a compensation adjustment along with the compensation analysis and a proposed Board of Director's resolution authorizing a salary increase. This is typically completed during the Executive Session of a Board meeting or through confidential email. Any increases in compensation for officers & key employees requires unanimous approval of the Board. The Chair of the Board of Directors then provides a letter to the Vice President of Human Capital and Operations on the newly approved salary(ies) and effective date. There were no increases for these positions in 2013. |
| Form 990, Part VI, Section C, line 19 | BoardSource's governing documents and conflict of interest policy, and financial statements are available upon request. The financial statements are also available on the BoardSource website. |
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