PROLITERACY WORLDWIDE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PROLITERACY WORLDWIDE (EIN 16-6076384)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-07
- IRS object ID
- 201401279349301040
- Schema version
- 2012v2.1
- 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 F
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-07T11:43:28-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460475780 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROSSMAN ST AMOUR CPAS PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 WEST FAYETTE STREET SUITE 900 | AddressLine1 |
| City | SYRACUSE | City |
| State | NY | State |
| ZIP Code | 13202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 166076384 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROLITERACY WORLDWIDE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PROL | NameControl |
| Phone | 3154229121 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 MARCELLUS STREET | AddressLine1 |
| City | SYRACUSE | City |
| State | NY | State |
| ZIP Code | 13204 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEVIN MORGAN | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 3154229121 | Phone |
| Date Signed | 2014-04-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LINDA GABOR CPA | Name |
| PTIN | P00964862 | PTIN |
| Phone | 3154221391 | Phone |
| Date Prepared | 2014-04-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KEVIN MORGAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 MARCELLUS STREET | AddressLine1 |
| City | SYRACUSE | City |
| State | NY | State |
| ZIP Code | 13204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9008324 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://WWW.PROLITERACY.ORG/ | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2002 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | PROLITERACY CHAMPIONS THE POWER OF LITERACY TO IMPROVE THE LIVES OF ADULTS AND THEIR FAMILIES, COMMUNITIES, AND SOCIETIES. PROLITERACY WORKS WITH OUR MEMBERS, PARTNERS, AND THE ADULT LEARNERS THEY SERVE; ALONG WITH LOCAL, NATIONAL, AND INTERNATIONAL ORGANIZATIONS. PROLITERACY HELPS BUILD THE CAPACITY AND QUALITY OF PROGRAMS THAT ARE TEACHING ADULTS TO READ, WRITE, COMPUTE, USE TECHNOLOGY, AND LEARN ENGLISH AS A NEW LANGUAGE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 67 | TotalNbrEmployees |
| Total Nbr Volunteers | 21 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2719175 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1602037 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5712013 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5838415 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 63142 | InvestmentIncomePriorYear |
| Investment Income Current Year | 278285 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 46709 | OtherRevenuePriorYear |
| Other Revenue Current Year | 7508 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8541039 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7726245 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 168358 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 150582 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3995548 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3308088 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 841491 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6196736 | OtherExpensePriorYear |
| Other Expenses Current Year | 5497378 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10360642 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8956048 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1819603 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1229803 | RevenuesLessExpensesCY |
| Total Assets BOY | 8426313 | TotalAssetsBOY |
| Total Assets EOY | 7353239 | TotalAssetsEOY |
| Total Liabilities BOY | 4060117 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4002972 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4366196 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3350267 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PROLITERACY CHAMPIONS THE POWER OF LITERACY TO IMPROVE THE LIVES OF ADULTS AND THEIR FAMILIES, COMMUNITIES, AND SOCIETIES. PROLITERACY WORKS WITH OUR MEMBERS, PARTNERS, AND THE ADULT LEARNERS THEY SERVE; ALONG WITH LOCAL, NATIONAL, AND INTERNATIONAL ORGANIZATIONS. PROLITERACY HELPS BUILD THE CAPACITY AND QUALITY OF PROGRAMS THAT ARE TEACHING ADULTS TO READ, WRITE, COMPUTE, USE TECHNOLOGY, AND LEARN ENGLISH AS A NEW LANGUAGE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1502755 | Expense |
| Grants | 150582 | Grants |
| Description | PROGRAM AND PROFESSIONAL SERVICES - DOMESTIC PROGRAMSASSISTED OVER 1200 LITERACY GROUPS AND THEIR VOLUNTEERS AND STUDENTS THROUGH TRAINING, TECHNICAL ASSISTANCE AND FINANCIAL SUPPORT OF THEIR PROGRAMS COMMON TO PROLITERACY'S MISSION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 164997 | Expense |
| Revenue | 150936 | Revenue |
| Description | STRATEGIC INITIATIVES AND CAPACITY BUILDING: PROVIDES STRATEGIC POSITIONING AND LITERACY PROGRAM DEVELOPMENT AND COORDINATION WITH COMMUNITY BASED ORGANIZATIONS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4286876 | Expense |
| Revenue | 5687478 | Revenue |
| Description | PUBLISHING: FOR MORE THAN 40 YEARS, NEW READERS PRESS, PROLITERACY'S PUBLISHING DIVISION, HAS PROVIDED EDUCATORS WITH THE INSTRUCTIONAL TOOLS THEY NEED TO TEACH ADULT STUDENTS AND OLDER TEENS THE SKILLS FOR FUNCTIONING IN THE WORLD TODAY. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 67357 | Expense |
| Description | PUBLIC EDUCATION: PROGRAMS AND PROJECTS THAT SUPPORT AND DISSEMINATE INFORMATION ABOUT LITERACY TO THE PUBLIC, COMMUNITIES AND EDUCATORS ABOUT THE ROLE OF LITERACY IN A FUNCTIONING WORLD. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 67357 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 6021985 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 96 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 67 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | EMILY DEMARCHE | NamePerson |
| Telephone Number | 3154229121 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 MARCELLUS STREET | AddressLine1 |
| City | SYRACUSE | City |
| State | NY | State |
| ZIP Code | 13204 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| BRUNO-VAN VIJFEIJKEN TOSCA | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| CLAIBORNE SHERRIE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| COLVIN RUTH | |||||||
| DIRECTOR | 10.00 | X | 0 | 0 | 0 | ||
| CRUZ JOSE | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| DAW SHARI | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DUPREY ANNE | |||||||
| SECRETARY | 10.00 | X | 0 | 0 | 0 | X | |
| FISCOE TOM | |||||||
| TREASURER | 10.00 | X | 0 | 0 | 0 | X | |
| FOX BRIAN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| GIMENES AIRTON | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| HARVEY DAVID | |||||||
| CHIEF EXECUTIVE OFFICER | 60.00 | X | 215570 | 0 | 8936 | X | |
| JONES DONNA | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| KOCHIAN ED | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| LAUBACH DR BOB | |||||||
| DIRECTOR | 10.00 | X | 0 | 0 | 0 | ||
| MORGAN KEVIN | |||||||
| CHAIR | 10.00 | X | 0 | 0 | 0 | X | |
| SRINIVASAN SEETHA | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| STAPLES AMB GEORGE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| WARD JOHN | |||||||
| VICE CHAIR | 10.00 | X | 0 | 0 | 0 | X | |
| WEST EMILY | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| ZICKEFOOSE JOHN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| ZOLLAR NIKKI | |||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | ||
| MARK CASS | |||||||
| DIRECTOR | 40.00 | X | 95515 | 0 | 8561 | ||
| MILLER NANETTE | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 99132 | 0 | 32 | X | ||
| WAITE PETER | |||||||
| EXECUTIVE VICE PRESIDENT | 60.00 | 124569 | 0 | 5602 | X | ||
| MCGONIGEL MARY | |||||||
| SENIOR VICE PRESIDENT | 40.00 | 113323 | 0 | 3272 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 648109 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 26403 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ED-TEX | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15235 BRAND BLVD SUITE A107 | AddressLine1 |
| City | MISSION HILLS | City |
| State | CA | State |
| ZIP Code | 91345 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | OUTSIDE SALES REP | DescriptionOfServices |
| Compensation | 101647 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Federated Campaigns | 12454 | FederatedCampaigns |
| Membership Dues | 152402 | MembershipDues |
| All Other Contributions | 1437181 | AllOtherContributions |
| Total Contributions | 1602037 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PUBLICATIONS | 511130 | 5687478 | 5687478 |
| TRAINING AND ACCREDITATION | 611710 | 142237 | 142237 |
| CONFERENCE INCOME | 611710 | 8700 | 8700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5838415 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 165098 | TotalRevenueColumn |
| Exclusion | $165,098 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1395266 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1282079 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 113187 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 113187 | TotalRevenueColumn |
| Exclusion | $113,187 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 999999 | BusinessCode |
| Total Revenue Column | 7508 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7508 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 7508 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7726245 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5845923 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $278,285 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122585 | Total |
| Program Services | 122585 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27997 | Total |
| Program Services | 27997 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 323670 | Total |
| Management And General | 323670 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2445333 | Total |
| Program Services | 1465405 | ProgramServices |
| Management And General | 508043 | ManagementAndGeneral |
| Fundraising | 471885 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 344334 | Total |
| Program Services | 76043 | ProgramServices |
| Management And General | 239461 | ManagementAndGeneral |
| Fundraising | 28830 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194751 | Total |
| Program Services | 138259 | ProgramServices |
| Management And General | 12242 | ManagementAndGeneral |
| Fundraising | 44250 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2153729 | Total |
| Program Services | 1649287 | ProgramServices |
| Management And General | 484226 | ManagementAndGeneral |
| Fundraising | 20216 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 546779 | Total |
| Program Services | 250627 | ProgramServices |
| Management And General | 243596 | ManagementAndGeneral |
| Fundraising | 52556 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 288257 | Total |
| Program Services | 153170 | ProgramServices |
| Management And General | 97656 | ManagementAndGeneral |
| Fundraising | 37431 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87784 | Total |
| Program Services | 51872 | ProgramServices |
| Management And General | 27384 | ManagementAndGeneral |
| Fundraising | 8528 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169509 | Total |
| Program Services | 108449 | ProgramServices |
| Management And General | 46562 | ManagementAndGeneral |
| Fundraising | 14498 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PRINTING AND PUBLICATIO | 1530652 | 1501628 | 1196 | 27828 |
| POSTAGE, DELIVERY AND S | 447013 | 429319 | 3917 | 13777 |
| BAD DEBT EXPENSE | 111732 | 111732 | ||
| TELEPHONE AND COMMUNICA | 81525 | 25831 | 50356 | 5338 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80398 | Total |
| Program Services | 21513 | ProgramServices |
| Management And General | 54263 | ManagementAndGeneral |
| Fundraising | 4622 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8956048 | Total |
| Program Services | 6021985 | ProgramServices |
| Management And General | 2092572 | ManagementAndGeneral |
| Fundraising | 841491 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 258407 | BOY |
| EOY | 285548 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 213589 | BOY |
| EOY | 47400 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 507724 | BOY |
| EOY | 659678 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7332 | BOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 923434 | BOY |
| EOY | 606467 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125853 | BOY |
| EOY | 204872 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1301052 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 524296 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 702070 | BOY |
| EOY | 776756 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3489480 | BOY |
| EOY | 3348565 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2032694 | BOY |
| EOY | 1301795 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165730 | BOY |
| EOY | 122158 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8426313 | BOY |
| EOY | 7353239 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1169000 | BOY |
| EOY | 1170389 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1801669 | BOY |
| EOY | 1899000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1089448 | BOY |
| EOY | 933583 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4060117 | BOY |
| EOY | 4002972 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -34334 | BOY |
| EOY | -254444 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2111224 | BOY |
| EOY | 1295405 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2289306 | BOY |
| EOY | 2309306 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4366196 | BOY |
| EOY | 3350267 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8426313 | BOY |
| EOY | 7353239 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1229803 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 228182 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -14308 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3244651 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3828997 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2881412 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2719175 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1602037 | CurrentTaxYear |
| Total | 14276272 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7022859 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5992213 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5695705 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5712013 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5838415 | CurrentTaxYear |
| Total | 30261205 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 33600 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6779 | CurrentTaxYearMinus2Years |
| Total | 40379 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10267510 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9854810 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8583896 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8431188 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7440452 | CurrentTaxYear |
| Total | 44577856 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 203222 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 220620 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 200273 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 103950 | CurrentTaxYearMinus1Year |
| Total | 728065 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 203222 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 220620 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 200273 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 103950 | CurrentTaxYearMinus1Year |
| Total | 728065 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 43849791 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -20132 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 130733 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 823129 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 63142 | CurrentTaxYearMinus1Year |
| Current Tax Year | 278285 | CurrentTaxYear |
| Total | 1275157 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -20132 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 130733 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 823129 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 63142 | CurrentTaxYearMinus1Year |
| Current Tax Year | 278285 | CurrentTaxYear |
| Total | 1275157 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 74814 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25559 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1023979 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 46709 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7508 | CurrentTaxYear |
| Total | 1178569 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10322192 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10011102 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10431004 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8541039 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7726245 | CurrentTaxYear |
| Total | 47031582 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.93230 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.92420 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02710 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.03480 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 67358 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 67358 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 8888690 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 8956048 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 597802 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 149451 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 654167 | CurrentYearMinus3 |
| Current Year Minus2 | 648850 | CurrentYearMinus2 |
| Current Year Minus1 | 668032 | CurrentYearMinus1 |
| Current Year | 597802 | CurrentYear |
| Total | 2568851 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,853,277 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 150591 | CurrentYearMinus3 |
| Current Year Minus2 | 244407 | CurrentYearMinus2 |
| Current Year Minus1 | 170699 | CurrentYearMinus1 |
| Current Year | 67358 | CurrentYear |
| Total | 633055 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 163542 | CurrentYearMinus3 |
| Current Year Minus2 | 16221 | CurrentYearMinus2 |
| Current Year Minus1 | 167008 | CurrentYearMinus1 |
| Current Year | 149451 | CurrentYear |
| Total | 496222 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $744,333 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 39006 | CurrentYearMinus3 |
| Current Year Minus2 | 63307 | CurrentYearMinus2 |
| Current Year Minus1 | 170699 | CurrentYearMinus1 |
| Current Year | 67358 | CurrentYear |
| Total | 340370 | Total |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2776133 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 206780 | InvestmentEarningsOrLosses |
| Other Expenditures | 663530 | OtherExpenditures |
| End Of Year Balance | 2319383 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3413192 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 4377 | InvestmentEarningsOrLosses |
| Other Expenditures | 641436 | OtherExpenditures |
| End Of Year Balance | 2776133 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3107693 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 569434 | InvestmentEarningsOrLosses |
| Other Expenditures | 263935 | OtherExpenditures |
| End Of Year Balance | 3413192 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3328163 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 86199 | InvestmentEarningsOrLosses |
| Other Expenditures | 306669 | OtherExpenditures |
| End Of Year Balance | 3107693 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3218864 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 220470 | InvestmentEarningsOrLosses |
| Other Expenditures | 111171 | OtherExpenditures |
| End Of Year Balance | 3328163 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.52000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.48000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1301052 | OtherCostOrOtherBasis |
| Depreciation | 524296 | Depreciation |
| Book Value | 776756 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 776756 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| US GOVERNMENT BONDS | 1129 | F |
| CORPORATE BONDS | 1300666 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1301795 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RESERVE FOR SPLIT INTEREST TRUSTS | Description |
| Amount | $933,583 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 933583 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 7726245 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 7726245 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7726245 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8742174 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -213874 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -213874 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8956048 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8956048 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO SUPPORT THE ONGOING PROGRAM SERVICES OF PROLITERACY WORLDWIDE. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | IN ACCORDANCE WITH THE DISCLOSURE PROVISIONS OF FASB ASC SUB-TOPIC 740-19 WHICH ADDRESSES ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES, AS OF AND FOR THE YEARS ENDED JUNE 30, 2013 AND 2012, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE ANY INTEREST AND PENALTIES IN THE PROVISION FOR TAXES. AS OF JUNE 30, 2013, TAX YEARS JUNE 30, 2010 THROUGH JUNE 30, 2013 ARE YEARS STILL OPEN FOR POSSIBLE EXAMINATION BY TAXING AUTHORITIES. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST TRUSTS NET UNREALIZED GAINS ON INVESTMENTS |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| INDIA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | PUBLIC EDUCATION | 10497 |
| CENTRAL AMERICA AND THE CARIBBEAN - | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | PUBLIC EDUCATION | 17500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 27997 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 27997 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (5 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|
| COSTA RICA | LITERACY/MICROFINANCE/EDUCATION | 12000 | WIRE |
| ECUADOR | LITERACY/MICROFINANCE/EDUCATION | 500 | WIRE |
| INDIA | LITERACY/MICROFINANCE/EDUCATION | 8497 | WIRE |
| MEXICO | LITERACY/MICROFINANCE/EDUCATION | 5000 | CHECK |
| INDIA | LITERACY/MICROFINANCE/EDUCATION | 2000 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | SCHEDULE F, PART I, LINE 2: DETAILED GRANT FILES ARE MAINTAINED WITH PROGRESS REPORTS, OBJECTIVES CLEARLY DEFINED, AND MONITORING SUBSTANTIATED. |
| METHOD USED TO ACCCOUNT FOR EXPENDITURES: | SCHEDULE F, PART I, LINE 3: THE ORGANIZATION RECOGNIZES EXPENDITURES TO FOREIGN ORGANIZATIONS AS EXPENSES IN THE PERIOD THE GRANT IS APPROVED, FOR THE AMOUNT TO BE GRANTED TO THE FOREIGN ORGANIZATION. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UT CENTER FOR LITERACY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 HENLEY STREET SUITE 312 | AddressLine1 |
| City | KNOXVILLE | City |
| State | TN | State |
| ZIP Code | 37996 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 626001636 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 10000 | AmountOfCashGrant |
| Purpose Of Grant | LITERACY PROGRAMS | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: DETAILED GRANT FILES ARE MAINTAINED WITH PROGRESS REPORTS, OBJECTIVES CLEARLY DEFINED, AND MONITORING SUBSTANTIATED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | HARVEY DAVID | NamePerson |
| Title | CHIEF EXECUTIVE OFFICER | Title |
| Base Compensation Filing Org | 181010 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 34560 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 8936 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 224506 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4A | ReturnReference |
| Explanation | DAVID HARVEY RECEIVED SIX MONTHS OF SEVERANCE PAY BIWEEKLY AT $10,615 PER PAY PERIOD FOR A TOTAL OF $127,380. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS DISTRIBUTED IN DRAFT FORM TO THE AUDIT AND COMPLIANCE COMMITTEE FOR A DETAILED REVIEW THEN TO THE BOARD OF DIRECTORS FOR APPROVAL PRIOR TO ITS FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL CONFLICT OF INTEREST STATEMENTS ARE SIGNED BY BOARD MEMBERS AND MAINTAINED BY THE EXECUTIVE SECRETARY IN THE BOARD MEMBER FILES. ALL POTENTIAL CONFLICTS ARE IDENTIFIED AND MONITORED THROUGH THESE DISCLOSURES AND UPDATED ANNUALLY. | |
| FORM 990, PART VI, SECTION B, LINE 15 | A DETAILED COMPENSATION REVIEW IS PERFORMED AND REVIEWED BY EXECUTIVE COMMITTEE. OTHER OFFICERS AND KEY EMPLOYEES ARE ANNUALLY REVIEWED BY AND COMPARED TO APPLICABLE GEOGRAPHIC AND DEMOGRAPHIC INFORMATION BASED UPON DUTIES PERFORMED. CURRENTLY THE EXECUTIVE DIRECTOR POSITION IS VACANT. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE AND ON ITS WEBSITE. | |
| FORM 990, PART IX, LINE 11G | CONSULTANTS AND PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,649,287. MANAGEMENT AND GENERAL EXPENSES 484,226. FUNDRAISING EXPENSES 20,216. TOTAL EXPENSES 2,153,729. | OTHER FEES |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST TRUST AGREEMENTS -14,308. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE ORGANIZATION HAS A COMMITTEE WHICH ASSUMES RESPONSIBILITY FOR THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. |
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