BUSINESS GROUP ON HEALTH: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BUSINESS GROUP ON HEALTH (EIN 52-1147591)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-31
- IRS object ID
- 201402129349301005
- 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 | 2014-07-31T10:02:57-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522041603 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SQUIRE LEMKIN COMPANY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 ROCKVILLE PIKE SUITE 475 | AddressLine1 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 20850 | 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 | 521147591 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL BUSINESS GROUP ON HEALTH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2025583000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 F STREET NW STE 200 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20001 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN MARCOTTE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2025583000 | PhoneNum |
| Signature | 2014-07-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CLINT LEHMAN | PreparerPersonNm |
| PTIN | P00840525 | PTIN |
| Phone | 3014246800 | PhoneNum |
| 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 | BRIAN MARCOTTE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 F STREET NW STE 200 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,161,532 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BUSINESSGROUPHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO GATHER, ANALYZE, AND DISSEMINATE INFORMATION REGARDING HEALTH POLICY TO THE PUBLIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 37 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,982,870 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,156,919 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,596,026 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,363,304 | CYProgramServiceRevenueAmt |
| PY Investment Income | $148,116 | PYInvestmentIncomeAmt |
| CY Investment Income | $265,278 | CYInvestmentIncomeAmt |
| PY Other Revenue | $109,620 | PYOtherRevenueAmt |
| CY Other Revenue | $104,665 | CYOtherRevenueAmt |
| PY Total Revenue | $8,836,632 | PYTotalRevenueAmt |
| CY Total Revenue | $9,890,166 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,343,693 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,917,550 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $40,414 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,074,748 | PYOtherExpensesAmt |
| CY Other Expenses | $3,062,774 | CYOtherExpensesAmt |
| PY Total Expenses | $8,418,441 | PYTotalExpensesAmt |
| CY Total Expenses | $8,980,324 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $418,191 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $909,842 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,412,802 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,508,808 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,747,041 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,598,793 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,665,761 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,910,015 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO GATHER, ANALYZE, AND DISSEMINATE INFORMATION REGARDING HEALTH POLICY TO THE PUBLIC. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,246,872 | ExpenseAmt |
| Revenue | $254,969 | RevenueAmt |
| Desc | THE PUBLIC POLICY ACTIVITIES PROVIDE MEMBERS WITH THE LATEST INFORMATION AND ANALYSIS OF FEDERAL LEGISLATIVE AND REGULATORY DEVELOPMENTS IN HEALTH CARE THAT IMPACT EMPLOYERS. AS THE NATIONAL VOICE OF LARGE EMPLOYERS, THE BUSINESS GROUP ALSO EDUCATES AND INFORMS POLICY MAKERS ABOUT THE PERSPECTIVES AND PRACTICES OF LARGE EMPLOYERS ON KEY HEATH CARE ISSUES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,216,145 | ExpenseAmt |
| Revenue | $71,303 | RevenueAmt |
| Desc | THE INSTITUTE ON HEALTH CARE COSTS AND SOLUTIONS FOCUSES ON EFFECTIVE SOLUTIONS TO THE HEALTH CARE COST PROBLEMS OF LARGE EMPLOYERS. AS HEALTH CARE COSTS CONTINUE TO RISE AT AN UNSUSTAINABLE PACE AND THE BURDEN OF DISEASES ESCALATES, EMPLOYERS MUST INNOVATE IN HEALTH CARE PLANNING TO MAINTAIN ECONOMIC SUSTAINABILITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $834,265 | ExpenseAmt |
| Revenue | $407,840 | RevenueAmt |
| Desc | THE INSTITUTE ON HEALTH, PRODUCTIVITY AND HUMAN CAPITAL WAS ESTABLISHED BY THE NATIONAL BUSINESS GROUP ON HEALTH TO DEVELOP AND SHARE SOLUTIONS AIMED AT IMPROVING EMPLOYEE HEALTH AND PRODUCTIVITY. THE WORK OF THE INSTITUTE EXAMINES AND SUPPORTS THE BUSINESS RELATIONSHIP BETWEEN POPULATION HEALTH, ENGAGEMENT AND ORGANIZATIONAL PERFORMANCE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,668,901 | ExpenseAmt |
| Revenue | $4,629,192 | RevenueAmt |
| Desc | THE CENTER FOR PREVENTION AND HEALTH SERVICES WAS ESTABLISHED TO DEVELOP RESOURCES THAT FOCUS ON THE DELIVERY OF PREVENTATIVE AND OTHER HEALTH SERVICES THROUGH EMPLOYER-SPONSORED HEALTH PLANS AND WORKSITE PROGRAMS. THE PROJECTS ARE DESIGNED TO PROVIDE EMPLOYERS WITH CURRENT INFORMATION & RECOMMENDATIONS FROM FEDERAL AGENCIES AND PROFESSIONAL ASSOCIATIONS, AND THE LATEST CLINICAL & HEALTH SERVICES RESEARCH.EXPENSES $572,213, INCLUDING GRANTS OF $0 AND REVENUE OF $0THE INSTITUTE ON INNOVATION IN WORKFORCE WELL-BEING, FORMERLY THE INSTITUTE ON THE COSTS AND HEALTH EFFECTS OF OBESITY, ACTIVELY INVOLVES LARGE EMPLOYERS IN THOUGHT LEADERSHIP, PROBLEM SOLVING AND THE IDENTIFICATION AND DEVELOPMENT OF BEST APPROACHES TO MOTIVATE EMPLOYEE/FAMILY ENGAGEMENT IN IMPROVING HEALTH AND WELL-BEING, WITH MEASURABLE RESULTS.EXPENSES $591,260, INCLUDING GRANTS OF $0 AND REVENUE OF $88,095 THE GLOBAL BUSINESS GROUP ON HEALTH PROVIDES TOOLS AND RESOURCES THAT ENABLE ITS LARGE EMPLOYER MEMBERS TO ADDRESS THE HEALTH AND BENEFITS NEEDS OF EMPLOYEES WORLDWIDE. THROUGH COLLABORATIVE BEST PRACTICE SHARING AND INNOVATIVE PROBLEM SOLVING, THE GLOBAL BUSINESS GROUP PROVIDES PRACTICAL, ACTIONABLE, AND CULTURALLY-RELEVANT SOLUTIONS, COUNTRY- AND ISSUE-SPECIFIC BENCHMARKING, AND OPPORTUNITIES TO ENGAGE THOUGHT LEADERS AND PEER ORGANIZATIONS. THE GLOBAL BUSINESS GROUP ALSO LEVERAGES THE EXPERIENCE AND INFLUENCE OF ITS COLLECTIVE MEMBERSHIP TO MAXIMIZE HUMAN CAPITAL INVESTMENTS AND ENCOURAGE COUNTRY-LEVEL MARKET CHANGE THAT POSITIVELY AFFECTS THE LIVES OF EMPLOYEES AND THEIR FAMILIES.EXPENSES $731,071, INCLUDING GRANTS OF $0 AND REVENUE OF $697,934 MEMBERSHIP AND MEMBER SERVICES INCREASE THE OVERALL MEMBERSHIP OF THE GROUP THROUGH RECRUITMENT OF NEW MEMBERS AND RETENTION OF EXISTING MEMBERS BY COMMUNICATING AND PROVIDING VALUABLE INSIGHT AND SERVICES TO THE GROUP'S MEMBERSHIP.EXPENSES $774,357, INCLUDING GRANTS OF $0 AND REVENUE OF $3,843,163 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,668,901 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $4,629,192 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,966,183 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | 0 | 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 | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 37 | 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 |
| 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 | DAVID FOGLE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2025583022 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 F STREET NW SUITE 200 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20001 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KATHLEEN ANGEL | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARLEECE BARBER MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA BRICKMEIER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC CRAVEN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| HELEN B DARLING | ||||||||
| PRESIDENT | 40.00 | Yes (X) | $1,040,834 | $0 | $152,224 | Yes (X) | ||
| PAMELA FRENCH | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KELLY R GRAY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PAMELA HYMEL MD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT IHRIE | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RANDOLPH KEUCH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TRACY KOFSKI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAMELA KIMMET | ||||||||
| BOARD CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| SHAWN LEAVITT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN MARCOTTE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRENT PAWLECKI MD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JANICE UHLIG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDY VERHAVE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SALLY WELBORN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID A FOGLE | ||||||||
| VICE PRESIDENT | 40.00 | $283,620 | $0 | $29,696 | Yes (X) | |||
| PAMELA J KALEN | ||||||||
| VICE PRESIDENT | 40.00 | $215,438 | $0 | $19,835 | Yes (X) | |||
| LUANN H BROWN | ||||||||
| VICE PRESIDENT | 40.00 | $214,365 | $0 | $33,040 | Yes (X) | |||
| JAYNE B LUX | ||||||||
| VICE PRESIDENT | 40.00 | $195,819 | $0 | $24,256 | Yes (X) | |||
| STEVEN E WOJCIK | ||||||||
| VICE PRESIDENT | 40.00 | $242,358 | $0 | $30,800 | Yes (X) | |||
| RONALD A FINCH | ||||||||
| VICE PRESIDENT | 20.00 | $121,855 | $0 | $13,192 | Yes (X) | |||
| DEBBIE L HARRISON | ||||||||
| SENIOR MANAGER | 40.00 | $162,181 | $0 | $20,633 | Yes (X) | |||
| SHARI DAVIDSON | ||||||||
| VICE PRESIDENT | 40.00 | $129,428 | $0 | $16,040 | Yes (X) | |||
| KAREN MARLO | ||||||||
| VICE PRESIDENT | 32.00 | $113,101 | $0 | $11,212 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,718,999 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $350,928 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DESIGN DATA SYSTEMS | |||||
| 610 PROFESSIONAL DRIVE SUITE 102 | GAITHERSBURG | MD | 20879 | IT SERVICES | $117,803 |
| PRICEWATERHOUSECOOPER | |||||
| 10 TENTH STREET SUITE 1400 | ATLANTA | GA | 30309 | ACTUARIAL CONSULTING | $110,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $16,037 | GovernmentGrantsAmt |
| All Other Contributions | $4,140,882 | AllOtherContributionsAmt |
| Total Contributions | $4,156,919 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $4,455,447 | $4,455,447 |
| CONFERENCES AND SEMINARS | 900099 | $820,273 | $820,273 |
| HONORARIA | 900099 | $50,584 | $50,584 |
| WEBINAR | 900099 | $37,000 | $37,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,363,304 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $167,333 | TotalRevenueColumnAmt |
| Exclusion | $167,333 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $104,545 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $104,545 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $104,545 | TotalRevenueColumnAmt |
| Exclusion | $104,545 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,369,311 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,271,366 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $97,945 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,945 | TotalRevenueColumnAmt |
| Exclusion | $97,945 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $120 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $120 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $120 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,890,166 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,363,424 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $369,823 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,069,923 | TotalAmt |
| Program Services | $1,866,129 | ProgramServicesAmt |
| Management And General | $1,186,231 | ManagementAndGeneralAmt |
| Fundraising | $17,563 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,543,938 | TotalAmt |
| Program Services | $938,521 | ProgramServicesAmt |
| Management And General | $605,417 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,015 | TotalAmt |
| Program Services | $218,844 | ProgramServicesAmt |
| Management And General | $141,171 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $695,779 | TotalAmt |
| Program Services | $430,749 | ProgramServicesAmt |
| Management And General | $256,565 | ManagementAndGeneralAmt |
| Fundraising | $8,465 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,895 | TotalAmt |
| Program Services | $150,689 | ProgramServicesAmt |
| Management And General | $97,206 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,090 | TotalAmt |
| Program Services | $12,109 | ProgramServicesAmt |
| Management And General | $2,981 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,550 | TotalAmt |
| Management And General | $34,550 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $747,693 | TotalAmt |
| Program Services | $524,022 | ProgramServicesAmt |
| Management And General | $223,671 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,102 | TotalAmt |
| Program Services | $74,891 | ProgramServicesAmt |
| Management And General | $3,211 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477,510 | TotalAmt |
| Program Services | $401,281 | ProgramServicesAmt |
| Management And General | $76,229 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $678,743 | TotalAmt |
| Program Services | $554,939 | ProgramServicesAmt |
| Management And General | $122,897 | ManagementAndGeneralAmt |
| Fundraising | $907 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,009 | TotalAmt |
| Program Services | $109,512 | ProgramServicesAmt |
| Management And General | $12,497 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $685,399 | TotalAmt |
| Program Services | $630,753 | ProgramServicesAmt |
| Management And General | $54,646 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,361 | TotalAmt |
| Management And General | $1,361 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,394 | TotalAmt |
| Management And General | $70,394 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,083 | TotalAmt |
| Management And General | $6,083 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $145,280 | $53,744 | $78,057 | $13,479 |
| EMPLOYEE RECRUITMENT | $560 | $560 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,980,324 | TotalAmt |
| Program Services | $5,966,183 | ProgramServicesAmt |
| Management And General | $2,973,727 | ManagementAndGeneralAmt |
| Fundraising | $40,414 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,028,619 | BOYAmt |
| EOY | $6,412,611 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,499,018 | BOYAmt |
| EOY | $2,451,613 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $648,237 | BOYAmt |
| EOY | $799,538 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,302 | BOYAmt |
| EOY | $160,716 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $705,256 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $289,113 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,157 | BOYAmt |
| EOY | $416,143 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,659,345 | BOYAmt |
| EOY | $11,235,063 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,124 | BOYAmt |
| EOY | $33,124 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,412,802 | BOYAmt |
| EOY | $21,508,808 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,179,733 | BOYAmt |
| EOY | $1,395,912 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,342,587 | BOYAmt |
| EOY | $2,947,575 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,721 | BOYAmt |
| EOY | $255,306 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,747,041 | BOYAmt |
| EOY | $4,598,793 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,651,983 | BOYAmt |
| EOY | $15,242,355 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,013,778 | BOYAmt |
| EOY | $1,667,660 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,665,761 | BOYAmt |
| EOY | $16,910,015 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,412,802 | BOYAmt |
| EOY | $21,508,808 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $909,842 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $334,412 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,926,010 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,627,709 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,166,980 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,683,275 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,637,219 | CurrentTaxYearAmt |
| Total | $39,041,193 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,926,010 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,627,709 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,166,980 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,683,275 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,637,219 | CurrentTaxYearAmt |
| Total | $39,041,193 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,455,921 | SubstantialContributorsTotAmt |
| Public Support Total170 | $37,585,272 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $120,294 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $108,941 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $126,731 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $122,816 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $167,333 | CurrentTaxYearAmt |
| Total | $646,115 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$1,031 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,533 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,350 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $101,383 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $116,812 | CurrentTaxYearAmt |
| Total | $293,047 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $39,980,355 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,946,654 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.94010 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95810 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $10,874 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $10,874 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,650,000 | BeginningYearBalanceAmt |
| End Year Balance | $4,650,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,600,000 | BeginningYearBalanceAmt |
| Contributions | $1,050,000 | ContributionsAmt |
| End Year Balance | $4,650,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,600,000 | BeginningYearBalanceAmt |
| End Year Balance | $3,600,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,600,000 | BeginningYearBalanceAmt |
| End Year Balance | $3,600,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,100,000 | BeginningYearBalanceAmt |
| Contributions | $500,000 | ContributionsAmt |
| End Year Balance | $3,600,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| 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 | $32,998 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,352 | DepreciationAmt |
| Book Value | $24,646 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $564,100 | OtherCostOrOtherBasisAmt |
| Depreciation | $205,070 | DepreciationAmt |
| Book Value | $359,030 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $108,158 | OtherCostOrOtherBasisAmt |
| Depreciation | $75,691 | DepreciationAmt |
| Book Value | $32,467 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $416,143 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED LEASE OBLIGATION | $241,753 |
| CAPITAL LEASE PAYABLE | $13,553 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $255,306 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,284,578 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $334,412 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $60,000 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $394,412 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,890,166 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,890,166 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,040,324 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $60,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $60,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,980,324 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,980,324 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE BUSINESS GROUP COMPLIES WITH THE PROVISIONS OF THE FASB ACCOUNTING STANDARDS CODIFICATION TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. FOR THE YEARS ENDED DECEMBER 31, 2013 AND 2012, NO UNRECOGNIZED TAX PROVISION OR BENEFIT EXISTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HELEN B DARLING | ||||||||||||||
| PRESIDENT | $595,433 | $0 | $445,401 | $0 | $0 | $0 | $146,000 | $0 | $6,224 | $0 | $1,193,058 | $0 | $0 | $0 |
| DAVID A FOGLE | ||||||||||||||
| VICE PRESIDENT | $263,336 | $0 | $20,284 | $0 | $0 | $0 | $24,882 | $0 | $4,814 | $0 | $313,316 | $0 | $0 | $0 |
| PAMELA J KALEN | ||||||||||||||
| VICE PRESIDENT | $187,700 | $0 | $27,738 | $0 | $0 | $0 | $19,051 | $0 | $784 | $0 | $235,273 | $0 | $0 | $0 |
| LUANN H BROWN | ||||||||||||||
| VICE PRESIDENT | $197,154 | $0 | $17,211 | $0 | $0 | $0 | $20,456 | $0 | $12,584 | $0 | $247,405 | $0 | $0 | $0 |
| JAYNE B LUX | ||||||||||||||
| VICE PRESIDENT | $181,990 | $0 | $13,829 | $0 | $0 | $0 | $17,794 | $0 | $6,462 | $0 | $220,075 | $0 | $0 | $0 |
| STEVEN E WOJCIK | ||||||||||||||
| VICE PRESIDENT | $207,067 | $0 | $35,291 | $0 | $0 | $0 | $21,045 | $0 | $9,755 | $0 | $273,158 | $0 | $0 | $0 |
| DEBBIE L HARRISON | ||||||||||||||
| SENIOR MANAGER | $161,706 | $0 | $475 | $0 | $0 | $0 | $15,951 | $0 | $4,682 | $0 | $182,814 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 5 | THE PRESIDENT OF NBGH RECEIVES AN ANNUAL BONUS AND PART OF THAT BONUS IS BASED ON THE PERFORMANCE OF THE ORGANIZATION. THE AMOUNT IS ACCRUED THROUGHOUT THE YEAR BASED ON A HISTORICAL PAYOUT RATIO. |
| PART I, LINE 6 | THE PRESIDENT OF NBGH RECEIVES AN ANNUAL BONUS AND PART OF THAT BONUS IS BASED ON THE PERFORMANCE OF THE ORGANIZATION. THE AMOUNT IS ACCRUED THROUGHOUT THE YEAR BASED ON A HISTORICAL PAYOUT RATIO. |
| PART I, LINE 7 | THE LEADERSHIP TEAM, EXCLUDING THE PRESIDENT, ARE PART OF A LONG TERM VARIABLE COMPENSATION PROGRAM. THE PROGRAM BEGAN IN 2008 WITH THE ACCRUAL OF THE ANTICPATED PAYOUT FOR THOSE WHO ARE ELIGIBLE. THE AMOUNT IS ACTUALLY PAID OUT IN THE FOLLOWING YEAR. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE INDEPENDENT AUDITORS AND THE ACCOUNTING STAFF COMPILE AND COMPLETE THE 990 INFORMATION. THE VP OF FINANCE & ADMINISTRATION AND THE AUDIT/FINANCE COMMITTEE REVIEW AND APPROVE THE DOCUMENT. A COPY OF THE DOCUMENT IS THEN PROVIDED TO THE BOARD OF DIRECTORS FOR FINAL REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THERE ARE NO CURRENT CONFLICTS OF INTEREST FOR EMPLOYEES. THE BOARD OF DIRECTORS EXCUSES THEMSELVES FROM THE ROOM FOR ANY DISCUSSION OR VOTE WHEN THERE IS EVEN A SLIGHT CHANCE OF A CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE PRESIDENT IS REVIEWED ON AN ANNUAL BASIS BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND IS COMPARED TO OUTSIDE DATA FOR REVIEW. FOR ALL OTHER STAFF, AN ORGANIZATIONAL COMPENSATION SURVEY IS PERFORMED ON AN ANNUAL BASIS AND POSITIONS AND COMPENSATION ARE REVIEWED ON AN ONGOING BASIS COMPARED TO EXTERNAL SURVEYS AND MARKET DATA. |
| FORM 990, PART VI, SECTION C, LINE 19 | CURRENTLY ALL DOCUMENTS ARE AVAILABLE UPON REQUEST AND FINANCIAL STATEMENTS AND 990 INFORMATION IS AVAILABLE ON GUIDESTAR. |
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