COUNCIL ON FOUNDATIONS INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- COUNCIL ON FOUNDATIONS INC (EIN 13-6068327)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-13
- IRS object ID
- 201402259349301215
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-13T09:54:04-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INTERNATIONAL DRIVE SUITE 1400 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21202 | 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 | 136068327 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNCIL ON FOUNDATIONS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COUN | BusinessNameControlTxt |
| Phone | 8006739036 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 CRYSTAL DRIVE NO 700 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22202 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VERONIQUE N SPRUILL | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 8006739036 | PhoneNum |
| Signature | 2014-08-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA FLANNERY CPA | PreparerPersonNm |
| PTIN | P00928918 | PTIN |
| Phone | 4102469300 | 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 | VERONIQUE N SPRUILL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 CRYSTAL DRIVE NO 700 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,638,811 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO SERVE THE PUBLIC GOOD BY PROMOTING AND ENHANCING RESPONSIBLE AND EFFECTIVE PHILANTHROPY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 84 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $51,260 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $22,673 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,866,491 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,735,471 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,663,842 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,751,679 | CYProgramServiceRevenueAmt |
| PY Investment Income | $500,698 | PYInvestmentIncomeAmt |
| CY Investment Income | $559,242 | CYInvestmentIncomeAmt |
| PY Other Revenue | $285,767 | PYOtherRevenueAmt |
| CY Other Revenue | $221,324 | CYOtherRevenueAmt |
| PY Total Revenue | $17,316,798 | PYTotalRevenueAmt |
| CY Total Revenue | $14,267,716 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $31,468 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,084,641 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,581,551 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $271,957 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,686,332 | PYOtherExpensesAmt |
| CY Other Expenses | $11,097,285 | CYOtherExpensesAmt |
| PY Total Expenses | $17,780,973 | PYTotalExpensesAmt |
| CY Total Expenses | $16,710,304 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$464,175 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,442,588 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,200,313 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,646,384 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,337,228 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,672,103 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,863,085 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,974,281 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE THE OPPORTUNITY, LEADERSHIP AND TOOLS NEEDED BY PHILANTHROPIC ORGANIZATIONS TO EXPAND, ENHANCE AND SUSTAIN THEIR ABILITY TO ADVANCE THE COMMON GOOD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,955,013 | ExpenseAmt |
| Grant | $31,468 | GrantAmt |
| Revenue | $6,221,690 | RevenueAmt |
| Desc | MEMBER SERVICES - THE COUNCIL ENSURES THAT FOUNDATIONS ARE CONNECTED TO HIGH-QUALITY SERVICES ACROSS A BROAD RANGE OF NEEDS. TO THIS END, THE COUNCIL HAS BECOME BOTH A DEVELOPER AND GO-TO SOURCE FOR EDUCATIONAL EXPERTISE AND NETWORKING OPPORTUNITIES RELATED TO CORE FIELD-WIDE ISSUES (E.G., EDUCATIONAL EXPERTISE THAT SUPPORTS THE FIELD'S ABILITY TO ACHIEVE STANDARDS OF STRONG GOVERNANCE AND EFFECTIVENESS IN GRANTMAKERS). ADDITIONALLY, THE COUNCIL SEEKS OPPORTUNITIES TO PARTNER WITH THE BROADER NETWORK OF PHILANTHROPIC INFRASTRUCTURE ORGANIZATIONS TO CO-CREATE AND DELIVER HIGH-QUALITY, CO-BRANDED EDUCATIONAL OFFERINGS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,399,987 | ExpenseAmt |
| Desc | PUBLIC POLICY - THE COUNCIL IS THE LEADING ADVOCACY ORGANIZATION PROMOTING A POSITIVE VISION FOR PHILANTHROPY, MAKING PHILANTHROPY CONSEQUENTIAL, AND CONVEYING TO INFLUENTIAL PUBLIC LEADERS AND POLICY MAKERS A COMPELLING, CLEAR AGENDA AND CASE FOR ENABLING PHILANTHROPY. THE COUNCIL STRIVES TO ENSURE A POSITIVE LEGISLATIVE AND REGULATORY ENVIRONMENT FOR PHILANTHROPY, AS WELL AS HIGHLIGHT FOR LAWMAKERS THE CRITICAL WORK BEING DONE BY FOUNDATIONS IN COMMUNITIES ACROSS THE COUNTRY. THESE EFFORTS ENTAIL ADVANCING PUBLIC POLICIES ON KEY ISSUES, INCLUDING TAX POLICY. WITH RESPECT TO OUR ADVOCACY EFFORTS, ANY ACTIVITIES THAT MEET THE DEFINITION OF LOBBYING ARE REPORTED ON SUPPLEMENTAL SCHEDULE C. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $738,112 | ExpenseAmt |
| Revenue | $94,197 | RevenueAmt |
| Desc | STRATEGIC COMMUNICATIONS - INCREASE OUTREACH AND COMMUNICATIONS TO MEMBERS, INFRASTRUCTURE PARTNERS, THE FIELD, AND THE MEDIA THROUGH MULTIPLE HIGH-IMPACT COMMUNICATIONS PLATFORMS. THE COUNCIL CAPITALIZES ON 21ST CENTURY TRENDS OF NETWORKING AND KNOWLEDGE MANAGEMENT, INCORPORATING INNOVATIVE USES OF TECHNOLOGY. THIS ENSURES FOUNDATIONS ARE CONNECTED TO ONE ANOTHER (FOR PEER-TO-PEER LEARNING) AND TO EXPERT CONTENT TO ADDRESS THEIR MOST PRESSING NEEDS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,093,112 | 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 | Yes (1) | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 89 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 84 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (1) | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVE MESKO CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8006739036 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 CRYSTAL DRIVE 700 | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22202 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KEVIN K MURPHY | ||||||||
| CHAIR | 8.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SHERRY P MAGILL | ||||||||
| VICE CHAIR | 8.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| AKHTAR BADSHAH | ||||||||
| SECRETARY | 8.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM W GINSBERG | ||||||||
| TREASURER | 8.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| VERONIQUE N SPRUILL | ||||||||
| EX-OFFICIO/PRESIDENT & CEO | 35.00 | Yes (X) | Yes (X) | $410,314 | $0 | $33,284 | ||
| EUGENE W COCHRANE JR | ||||||||
| DIRECTOR | 8.50 | Yes (X) | $0 | $0 | $0 | |||
| DINAH WALDSMITH DITTMAN | ||||||||
| DIRECTOR | 8.50 | Yes (X) | $0 | $0 | $0 | |||
| LINDA P EVANS | ||||||||
| DIRECTOR | 8.50 | Yes (X) | $0 | $0 | $0 | |||
| MARY L GALETI | ||||||||
| DIRECTOR | 8.50 | Yes (X) | $0 | $0 | $0 | |||
| SHARNA GOLDSEKER JAN - APRIL | ||||||||
| DIRECTOR | 8.50 | Yes (X) | $0 | $0 | $0 | |||
| CAROL A GOSS | ||||||||
| DIRECTOR | 8.50 | Yes (X) | $0 | $0 | $0 | |||
| TERI A HANSEN JAN - APRIL | ||||||||
| DIRECTOR | 8.50 | Yes (X) | $0 | $0 | $0 | |||
| ANTONIA HERNANDEZ | ||||||||
| DIRECTOR | 8.50 | Yes (X) | $0 | $0 | $0 | |||
| CAROL S LARSON | ||||||||
| DIRECTOR | 8.50 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL J LEE | ||||||||
| DIRECTOR | 8.50 | Yes (X) | $0 | $0 | $0 | |||
| LANCE E LINDBLOM JAN - APRIL | ||||||||
| DIRECTOR | 8.50 | Yes (X) | $0 | $0 | $0 | |||
| TERRY MAZANY | ||||||||
| DIRECTOR | 8.50 | Yes (X) | $0 | $0 | $0 | |||
| JOSHUA MINTZ | ||||||||
| DIRECTOR | 8.50 | Yes (X) | $0 | $0 | $0 | |||
| WENDA WEEKES MOORE | ||||||||
| DIRECTOR | 8.50 | Yes (X) | $0 | $0 | $0 | |||
| SHERRY ELISE RISTAU | ||||||||
| DIRECTOR | 8.50 | Yes (X) | $0 | $0 | $0 | |||
| CARLA ROBERTS | ||||||||
| DIRECTOR | 8.50 | Yes (X) | $0 | $0 | $0 | |||
| DIANA R SIEGER | ||||||||
| DIRECTOR | 8.50 | Yes (X) | $0 | $0 | $0 | |||
| JAVIER ALBERTO SOTO | ||||||||
| DIRECTOR | 8.50 | Yes (X) | $0 | $0 | $0 | |||
| NINA STACK JAN - APRIL | ||||||||
| DIRECTOR | 8.50 | Yes (X) | $0 | $0 | $0 | |||
| CHET TCHOZEWSKI | ||||||||
| DIRECTOR | 8.50 | Yes (X) | $0 | $0 | $0 | |||
| MARTA L TELLADO | ||||||||
| DIRECTOR | 8.50 | Yes (X) | $0 | $0 | $0 | |||
| GRANT OLIPHANT | ||||||||
| DIRECTOR | 8.50 | Yes (X) | $0 | $0 | $0 | |||
| DAVID BIEMESDERFER | ||||||||
| DIRECTOR | 8.50 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE BELL ROSE | ||||||||
| DIRECTOR | 8.50 | Yes (X) | $0 | $0 | $0 | |||
| WENDY RAMAGE HAWKINS | ||||||||
| DIRECTOR | 8.50 | Yes (X) | $0 | $0 | $0 | |||
| DAVID MESKO | ||||||||
| CFO (NOV - DEC) | 35.00 | Yes (X) | $38,454 | $0 | $4,046 | |||
| SHANNON SCOTT | ||||||||
| CFO (JAN - MAR) | 35.00 | Yes (X) | $107,716 | $0 | $3,663 | |||
| SUE SANTA | ||||||||
| SENIOR VP LEGAL & PUBLIC POLICY | 35.00 | $287,593 | $0 | $9,940 | Yes (X) | |||
| RENEE BRANCH | ||||||||
| VP PARTNERSHIP | 35.00 | $196,788 | $0 | $11,502 | Yes (X) | |||
| WILLIAM HEATON | ||||||||
| CHIEF OF STAFF | 35.00 | $162,813 | $0 | $32,434 | Yes (X) | |||
| KELLY SIMONE | ||||||||
| DEPUTY GENERAL COUNSEL (JAN-JUNE) | 35.00 | $105,024 | $0 | $8,158 | Yes (X) | |||
| STEPHANIE POWERS | ||||||||
| EXECUTIVE BRANCH LIASON | 35.00 | $139,989 | $0 | $19,841 | Yes (X) | |||
| ELIZABETH SULLIVAN | ||||||||
| DIRECTOR, CORP., INDEPENDENT | 35.00 | $123,126 | $0 | $13,873 | Yes (X) | |||
| ERICKA PLATER-TURNER | ||||||||
| DIRECTOR MEMBER EXPERIENCE | 35.00 | $123,324 | $0 | $24,436 | Yes (X) | |||
| JULIANNE SOBRAL | ||||||||
| DIRECTOR HUMAN RESOURCES | 35.00 | $126,127 | $0 | $22,311 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,821,268 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $183,488 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DAVIDOFF COMMUNICATIONS LLC | |||||
| 730 N FRANKLIN ST 601 | CHICAGO | IL | 60654 | CONFERENCE SERVICES | $1,002,131 |
| THE 360 CONSULTING GROUP INC | |||||
| 182 SECOND STREET FOURTH FLOOR | SAN FRANCISCO | CA | 94105 | STRATEGIC PLANNING | $402,137 |
| LISA SPINALI | |||||
| 436 EDNA STREET | SAN FRANCISCO | CA | 94112 | CONFERENCE SERVICES | $326,825 |
| AKIN GUMP STRAUSS HAUER & FELD LLP | |||||
| 1333 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20036 | GOVERNMENT RELATIONS | $300,000 |
| PARTNERS INTERNATIONAL | |||||
| PO BOX 759024 | BALTIMORE | MD | 21275 | IT SUPPORT | $214,169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $5,367,475 | MembershipDuesAmt |
| All Other Contributions | $1,367,996 | AllOtherContributionsAmt |
| Total Contributions | $6,735,471 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $4,435,200 | $4,435,200 | |
| CONFERENCE REG. & EXHI | 900099 | $2,204,702 | $1,768,910 | $435,792 |
| PUBLICATIONS | 900099 | $94,197 | $94,197 | |
| HONORARIA & FEES | 900099 | $17,580 | $17,580 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,751,679 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $270,169 | TotalRevenueColumnAmt |
| Exclusion | $270,169 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $46,153 | 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 | $46,153 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,153 | TotalRevenueColumnAmt |
| Exclusion | $46,153 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,660,168 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,371,095 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $289,073 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $289,073 | TotalRevenueColumnAmt |
| Exclusion | $289,073 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MISCELLANEOUS | 900099 | $123,911 | $123,911 | |
| WEB ADVERTISING | 900099 | $51,260 | $51,260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $175,171 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,267,716 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,315,887 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $51,260 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,165,098 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,468 | TotalAmt |
| Program Services | $21,468 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,385,804 | TotalAmt |
| Program Services | $611,918 | ProgramServicesAmt |
| Management And General | $608,547 | ManagementAndGeneralAmt |
| Fundraising | $165,339 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,644,327 | TotalAmt |
| Program Services | $2,297,769 | ProgramServicesAmt |
| Management And General | $1,327,399 | ManagementAndGeneralAmt |
| Fundraising | $19,159 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$111,641 | TotalAmt |
| Program Services | -$69,507 | ProgramServicesAmt |
| Management And General | -$41,674 | ManagementAndGeneralAmt |
| Fundraising | -$460 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,624 | TotalAmt |
| Program Services | $245,692 | ProgramServicesAmt |
| Management And General | $147,306 | ManagementAndGeneralAmt |
| Fundraising | $1,626 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,437 | TotalAmt |
| Program Services | $167,128 | ProgramServicesAmt |
| Management And General | $100,203 | ManagementAndGeneralAmt |
| Fundraising | $1,106 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,811 | TotalAmt |
| Program Services | $11,302 | ProgramServicesAmt |
| Management And General | $161,509 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,408 | TotalAmt |
| Management And General | $128,408 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,550 | TotalAmt |
| Program Services | $48,550 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,755 | TotalAmt |
| Program Services | $60,487 | ProgramServicesAmt |
| Management And General | $75,266 | ManagementAndGeneralAmt |
| Fundraising | $2 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,714,089 | TotalAmt |
| Program Services | $3,200,136 | ProgramServicesAmt |
| Management And General | $1,510,960 | ManagementAndGeneralAmt |
| Fundraising | $2,993 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,766 | TotalAmt |
| Program Services | $6,016 | ProgramServicesAmt |
| Management And General | $750 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,388 | TotalAmt |
| Program Services | $231,532 | ProgramServicesAmt |
| Management And General | $58,360 | ManagementAndGeneralAmt |
| Fundraising | $1,496 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,574 | TotalAmt |
| Program Services | $25,211 | ProgramServicesAmt |
| Management And General | $89,294 | ManagementAndGeneralAmt |
| Fundraising | $69 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,588,924 | TotalAmt |
| Program Services | $926,045 | ProgramServicesAmt |
| Management And General | $609,710 | ManagementAndGeneralAmt |
| Fundraising | $53,169 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,345 | TotalAmt |
| Program Services | $271,009 | ProgramServicesAmt |
| Management And General | $85,666 | ManagementAndGeneralAmt |
| Fundraising | $670 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,143,152 | TotalAmt |
| Program Services | $2,109,523 | ProgramServicesAmt |
| Management And General | $33,629 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $746,266 | TotalAmt |
| Program Services | $434,934 | ProgramServicesAmt |
| Management And General | $286,360 | ManagementAndGeneralAmt |
| Fundraising | $24,972 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,897 | TotalAmt |
| Program Services | $52,145 | ProgramServicesAmt |
| Management And General | $102,037 | ManagementAndGeneralAmt |
| Fundraising | $1,715 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRINTING AND PRODUCTION | $218,457 | $210,582 | $7,875 | |
| AUTHORS AND SPEAKERS | $189,686 | $189,686 | ||
| TAXES AND REGISTRATION | $56,511 | $2,780 | $53,630 | $101 |
| SHOLARSHIPS & AWARDS | $28,706 | $28,706 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,710,304 | TotalAmt |
| Program Services | $11,093,112 | ProgramServicesAmt |
| Management And General | $5,345,235 | ManagementAndGeneralAmt |
| Fundraising | $271,957 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240 | BOYAmt |
| EOY | $500 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,952,843 | BOYAmt |
| EOY | $2,698,042 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,837,160 | BOYAmt |
| EOY | $1,243,656 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,006 | BOYAmt |
| EOY | $101,034 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $373,394 | BOYAmt |
| EOY | $290,437 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,495,732 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,492,454 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,703,888 | BOYAmt |
| EOY | $2,003,278 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,452,928 | BOYAmt |
| EOY | $8,771,257 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,691,970 | BOYAmt |
| EOY | $1,535,548 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,884 | BOYAmt |
| EOY | $2,632 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,200,313 | BOYAmt |
| EOY | $16,646,384 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,272,155 | BOYAmt |
| EOY | $623,195 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,264,476 | BOYAmt |
| EOY | $1,592,520 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,800,597 | BOYAmt |
| EOY | $2,456,388 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,337,228 | BOYAmt |
| EOY | $4,672,103 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,982,401 | BOYAmt |
| EOY | $8,702,905 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,682,079 | BOYAmt |
| EOY | $3,072,771 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,605 | BOYAmt |
| EOY | $198,605 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,863,085 | BOYAmt |
| EOY | $11,974,281 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,200,313 | BOYAmt |
| EOY | $16,646,384 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,442,588 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $553,784 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $14,242,352 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,092,110 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,172,971 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,866,491 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,735,471 | CurrentTaxYearAmt |
| Total | $51,109,395 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,242,352 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,092,110 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,172,971 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,866,491 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,735,471 | CurrentTaxYearAmt |
| Total | $51,109,395 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,352,328 | SubstantialContributorsTotAmt |
| Public Support Total170 | $48,757,067 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $625,005 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $356,827 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $412,178 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $422,982 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $316,322 | CurrentTaxYearAmt |
| Total | $2,133,314 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $7,427 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,673 | CurrentTaxYearAmt |
| Total | $30,100 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $166,817 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69,574 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $316,104 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $166,964 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $123,911 | CurrentTaxYearAmt |
| Total | $843,370 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $54,116,179 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $28,419,761 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90100 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88490 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2009 AMOUNT: $ 166,817. 2010 AMOUNT: $ 69,574. 2011 AMOUNT: $ 316,104. 2012 AMOUNT: $ 166,964. 2013 AMOUNT: $ 123,911. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $21,275 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $48,550 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $69,825 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $16,640,479 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $16,710,304 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $985,515 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $246,379 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $985,515 | CurrentYearAmt |
| Total | $3,985,515 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,978,273 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $85,888 | CurrentYearMinus3Amt |
| Current Year Minus2 | $74,657 | CurrentYearMinus2Amt |
| Current Year Minus1 | $77,646 | CurrentYearMinus1Amt |
| Current Year | $69,825 | CurrentYearAmt |
| Total | $308,016 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $246,379 | CurrentYearAmt |
| Total | $996,379 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,494,569 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $70,607 | CurrentYearMinus3Amt |
| Current Year Minus2 | $13,783 | CurrentYearMinus2Amt |
| Current Year Minus1 | $39,500 | CurrentYearMinus1Amt |
| Current Year | $21,275 | CurrentYearAmt |
| Total | $145,165 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $267,402 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $25,006 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,632 | OtherExpendituresAmt |
| End Year Balance | $281,776 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $258,929 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $19,194 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,721 | OtherExpendituresAmt |
| End Year Balance | $267,402 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $269,128 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$10,199 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $258,929 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $255,041 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $25,399 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,312 | OtherExpendituresAmt |
| End Year Balance | $269,128 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $221,197 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $47,740 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,896 | OtherExpendituresAmt |
| End Year Balance | $255,041 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.70480 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.29520 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,815,704 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,431,402 | DepreciationAmt |
| Book Value | $1,384,302 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,680,028 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,061,052 | DepreciationAmt |
| Book Value | $618,976 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,003,278 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PIMCO TOTAL RETURN FUND INSTITUTIONAL | Desc |
| Book Value | $1,535,548 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,535,548 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT AND CONSTRUCTION ALLOWANCE | $2,389,603 |
| CAPITAL LEASE OBLIGATIONS | $66,785 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,456,388 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,823,705 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $553,784 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $93,030 | OtherRevenueAmt |
| Revenue Not Reported | $646,814 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,176,891 | RevenueSubtotalAmt |
| Other Revenues Not Included | $90,825 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $90,825 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,267,716 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,745,526 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $126,047 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $126,047 | ExpensesNotReportedAmt |
| Expenses Subtotal | $16,619,479 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $90,825 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $90,825 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,710,304 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE TEMPORARILY RESTRICTED EARNINGS ON THIS AWARD ARE USED TO PRESENT THE SCRIVNER AWARD. THIS AWARD, ESTABLISED IN 1985 RECOGNIZES A GRANTMAKER WHO HAS DEMONSTRATED OUTSTANDING CREATIVITY. |
| PART X, LINE 2: | THE COUNCIL AND CFNSB ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE COUNCIL AND CFNSB QUALIFY FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAVE BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. THE COUNCIL FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE COUNCIL MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE COUNCIL'S AND CFNSB'S TAX POSITIONS AND CONCLUDED THAT THE COUNCIL AND CFNSB HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. FOR THE YEARS ENDED DECEMBER 31, 2013 AND 2012, NO PROVISION FOR INCOME TAXES WAS MADE FOR THE COUNCIL OR FOR CFNSB, AS NEITHER ORGANIZATION HAD ANY SIGNIFICANT NET UNRELATED BUSINESS INCOME AND DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE COUNCIL AND CFNSB FILE INCOME TAX RETURNS IN THE U.S. FEDERAL AND VIRGINIA JURISDICTIONS. THE COUNCIL AND CFNSB ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2010. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INCOME OF CFNSB 93,030. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INCOME ELIMINATED ON THE CONSOLIDATED FINANCIAL STATEMENTS 90,825. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES OF CFNSB 126,047. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES ELIMINATED ON THE CONSOLIDATED FINANCIAL STATEMENTS 90,825. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAND VALLEY STATE UNIVERSITY | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CAMPUS DRIVE | AddressLine1 |
| City | ALLENDALE | City |
| State | MI | State |
| ZIP Code | 49401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 381684280 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $21,468 | CashGrantAmt |
| Purpose Of Grant | LEARNPHILANTHROPY PROJECT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | AWARD FOR DEMONSTRATION OF EXCELLENCE IN GRANTMAKING | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $10,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SCRIVNER AWARD FOR CREATIVE GRANTMAKING WAS ESTABLISHED IN 1985 TO RECOGNIZE A GRANTMAKER WHO HAS DEMONSTRATED OUTSTANDING CREATIVITY. IT HONORS GRANTMAKERS WHO, WITH A COMBINATION OF VISION, PRINCIPLE AND PERSONAL COMMITMENT, ARE MAKING A CRITICAL DIFFERENCE IN A CREATIVE WAY. THE AWARD WAS CREATED AS A MEMORIAL TO THE LATE ROBERT WINSTON SCRIVNER, FORMER STAFF ASSOCIATE OF THE ROCKEFELLER BROTHERS FUND AND FIRST EXECUTIVE DIRECTOR OF THE ROCKEFELLER FAMILY FUND, BY A NUMBER OF HIS FRIENDS AND COLLEAGUES. IN ACCORDANCE WITH THE WISHES OF THE DONORS, THE COUNCIL ON FOUNDATIONS ADMINISTERS THE AWARD PROGRAM. A SELECTION TASK FORCE CAREFULLY REVIEWS EACH NOMINATION AND DETERMINES THE AWARD WINNER. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VERONIQUE N SPRUILL | ||||||||||||||
| EX-OFFICIO/PRESIDENT & CEO | $403,051 | $0 | $0 | $0 | $7,263 | $0 | $9,273 | $0 | $24,011 | $0 | $443,598 | $0 | $0 | $0 |
| SUE SANTA | ||||||||||||||
| SENIOR VP LEGAL & PUBLIC POLICY | $278,713 | $0 | $0 | $0 | $8,880 | $0 | $0 | $0 | $9,940 | $0 | $297,533 | $0 | $0 | $0 |
| RENEE BRANCH | ||||||||||||||
| VP PARTNERSHIP | $196,169 | $0 | $0 | $0 | $619 | $0 | $3,600 | $0 | $7,902 | $0 | $208,290 | $0 | $0 | $0 |
| WILLIAM HEATON | ||||||||||||||
| CHIEF OF STAFF | $162,509 | $0 | $0 | $0 | $304 | $0 | $8,016 | $0 | $24,418 | $0 | $195,247 | $0 | $0 | $0 |
| STEPHANIE POWERS | ||||||||||||||
| EXECUTIVE BRANCH LIASON | $138,131 | $0 | $0 | $0 | $1,858 | $0 | $7,161 | $0 | $12,680 | $0 | $159,830 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINES 4A-B | FormAndLineReferenceDesc |
| Explanation | COUNCIL ON FOUNDATION'S HAS A 457 PLAN THAT IS BOTH A QUALIFIED AND A NONQUALIFIED PLAN. SHANNON SCOTT, SUE SANTA, JULIANNE SOBRAL, AND VERONIQUE SPRUILL PARTICIPATED IN THE QUALIFIED 457(B) PLAN. THERE WERE NO CONTRIBUTIONS OR PAYOUTS TO THE NONQUALIFIED 457(F) PLAN IN 2013 BY OR ON BEHALF OF ANY PARTICIPANTS. SHANNON SCOTT RECEIVED SEVERANCE PAYMENTS IN THE AMOUNT OF $50,000. THE TERMS AND CONDITIONS OF THE CONFIDENTIAL AGREEMENT ARE AVAILABLE TO THE IRS UPON REQUEST. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | AT THE COUNCIL ON FOUNDATIONS, WE ARE HOLDING TRUE TO THE IDEALS THAT HAVE GUIDED THIS ORGANIZATION AND OUR MEMBERS FOR THE PAST 65 YEARS WHILE, AT THE SAME TIME, POSITIONING THE COUNCIL FOR THE FUTURE. IN 2013, THE COUNCIL WORKED TO CREATE A FINANCIALLY SOUND ORGANIZATION BY MAINTAINING A STRONG BALANCE SHEET WHILE MAKING INVESTMENTS IN ITS FUTURE. THE COUNCIL IS WELL-POSITIONED FOR CONTINUED INVESTMENT AND GROWTH. THE COUNCIL HAS FOCUSED ON STRENGTHENING THE FUNDAMENTALS OF ITS WORK, BRINGING STRENGTH IN ITS OFFERINGS AND SERVICES TO MEMBERS VIA STAFF EXPERTS WHO COMPRISE THE NETWORK TEAM, THROUGH SOCIAL MEDIA, THROUGH ITS KNOWLEDGE CENTER, THROUGH ITS POLICY ENGAGEMENT, AND THROUGH RESEARCH. ACROSS THE ORGANIZATION, THE COUNCIL HAS WORKED TO CREATE A CULTURE CENTERED AROUND ITS MEMBERS. IN WAYS BIG AND SMALL, THE COUNCIL HAS INVESTED IN MEMBER SATISFACTION. IT CONTINUES TO PROVIDE MANY OF THE KEY SERVICES THAT MEMBERS HAVE FOUND VALUABLE FOR DECADES. EXAMPLES INCLUDE: - THE COUNCIL CONTINUES TO LEAD THE PUBLIC CONVERSATION ABOUT THE IMPORTANCE OF PHILANTHROPIC ORGANIZATIONS, ABOUT GIVING VEHICLES, AND ABOUT CHARITABLE GIVING INCENTIVES. - THE COUNCIL IS CONTINUING TO STRENGTHEN ITS PUBLIC POLICY AND LEGAL AFFAIRS WORK -- AN ESTABLISHED CENTERPIECE OF THE COUNCIL. THE COUNCIL HAS INCREASED ITS CAPACITY TO ASSIST ITS MEMBERS IN INTERPRETING THE LAW, PROMOTING A FAVORABLE ATMOSPHERE FOR PHILANTHROPY, ADVOCATING ON THE FIELD'S BEHALF, ADVANCING SOUND LEGISLATION, AND FOSTERING GOOD TAX POLICY FOR PHILANTHROPY. WE HAVE DONE THIS WITH THE ADDITION OF NEW ATTORNEYS, POLICY STRATEGISTS, AND PARTNERSHIPS. - THE COUNCIL CONTINUES TO EDUCATE LAWMAKERS AND THE PUBLIC ABOUT THE ROLE OF PHILANTHROPY IN IMPROVING SOCIETY THROUGH IN-PERSON BRIEFINGS, MEMBER MOBILIZATION, AND THE MEDIA. - SUPPLEMENTING ITS LARGE ANNUAL CONFERENCE WITH A NUMBER OF SMALLER, MORE FOCUSED GATHERINGS THROUGHOUT THE YEAR. - SURVEYS AND RESEARCH, LIKE OUR SALARY AND BENEFITS REPORT AND BENCHMARKING STUDY OF COMMUNITY FOUNDATIONS, WILL EQUIP MEMBERS WITH THE INFORMATION THEY NEED AND HELP THEM LOOK AT FUTURE TRENDS TO HELP THEM PLAN AND STRATEGIZE. |
| FORM 990, PART VI, SECTION A, LINE 4 | APPROVE REVISED BYLAWS EFFECTIVE WITH THE JUNE 2014 ANNUAL CONVENING TO ELIMINATE EX OFFICIO BOARD POSITIONS FOR THE CHAIRS OF THE CORPORATE, FAMILY AND CFLT COMMITTEES AND A REPRESENTATIVE OF THE FORUM OF REGIONAL ASSOCIATIONS OF GRANTMAKERS. APPROVE BYLAWS REVISION TO INCREASE THE TERM OF BOARD CHAIR FROM TWO TO THREE YEARS, EFFECTIVE WITH THE NEXT CHAIR TO BE APPOINTED DURING THE 2014 ANNUAL CONVENING. APPROVE BYLAWS REVISION ALLOWING THE IMMEDIATE PAST CHAIR TO CONTINUE TO SERVE ON THE BOARD ONE ADDITIONAL YEAR, EFFECTIVE IMMEDIATELY WITH THE CURRENT CHAIR. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE COUNCIL HAS TWO CLASSES OF MEMBERSHIP WHICH ARE VOTING MEMBERS AND ASSOCIATE MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH VOTING MEMBERS WHO IS IN GOOD STANDING 50 DAYS BEFORE A MEETING OF THE COUNCIL QUALIFIES AS A MEMBER OF RECORD FOR THAT MEETING, AND SHALL BE ENTITLED TO ONE VOTE AT SUCH MEETING. APPROXIMATELY ONE-THIRD OF THE DIRECTORS (OTHER THAN EX-OFFICIO BOARD MEMBERS) SHALL BE ELECTED EACH YEAR TO SERVE FOR THREE YEARS. THE ELECTION OF DIRECTORS SHALL TAKE PLACE AT THE ANNUAL MEETING OF THE MEMBERS, OR AT A SPECIAL MEETING CALLED FOR THAT PURPOSE. THE ELECTION OF DIRECTORS SHALL BE BY VOICE VOTE UNLESS A VOTING MEMBER, SECONDED BY FIVE ADDITIONAL VOTING MEMBERS, SHALL CALL FOR A SECRET BALLOT; ALL SECRET BALLOTS SHALL BE BY NON-CUMULATIVE VOTING. THE PRESIDING OFFICER OF THE MEETING SHALL APPOINT INPECTORS FOR THE ELECTION. THE INSPECTORS SHALL LIST ALL CANDIDATES VALIDLY NOMINATED IN DESCENDING ORDER ACCORDING TO THE VOTES CAST FOR EACH AND SHALL DECLARE ELECTED AS DIRECTORS IN ACCORDANCE WITH RANK IN THE VOTING THAT NUMBER OF VALID NOMINEES REQUIRED TO FILL ALL VACANCIES ON THE ENTIRE BOARD OF DIRECTORS. DIRECTORS SHALL BE ELECTED BY A PLURALITY OF THE VOTES CAST AT A MEETING OF THE MEMBERS ENTITLED TO VOTE IN THE ELECTION. |
| FORM 990, PART VI, SECTION A, LINE 7B | UNDER NEW YORK STATE LAW, VOTING MEMBERS OF THE COUNCIL HAVE THE RIGHT TO APPROVE ANY PLAN OF MERGER OR CONSOLIDATION AND/OR PLAN FOR DISSOLUTION AND DISTRIBUTION OF ASSETS. |
| FORM 990, PART VI, SECTION B, LINE 11 | ALL FINANCIAL AND NARRATIVE INFORMATION IN THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND EXECUTIVE LEADERSHIP STAFF INCLUDING, BUT NOT LIMITED TO: THE PRESIDENT AND CEO, CHIEF FINANCIAL OFFICER AND LEGAL COUNSEL. |
| FORM 990, PART VI, SECTION B, LINE 12C | COUNCIL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES MUST ANNUALLY DISCLOSE, IN FULL, THE NAME OF EACH BUSINESS OR NONPROFIT ORGANIZATION THAT HAS OR REASONABLY EXPECTS TO HAVE ANY MATERIAL INTEREST IN ANY PROPOSED OR EXISTING CONTRACT, TRANSACTION OR ARRANGEMENT WITH THE COUNCIL ON FOUNDATIONS AND IN WHICH HE/SHE, HIS/HER SPOUSE OR ANY MEMBER OF THEIR IMMEDIATE FAMILY IS A MEMBER, DIRECTOR, OFFICER, EMPLOYER OR PARTNER. BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ARE GIVEN A FORM EACH YEAR FOR THIS PURPOSE AND MUST EITHER CHECK A BOX THAT THEY ARE NOT AWARE OF ANY CONFLICT THAT MUST BE DISCLOSED OR MUST ATTACH A LETTER DESCRIBING ANY INTERESTS THAT MUST BE DISCLOSED. COUNCIL STAFF FOLLOWS UP WITH BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES AS NECESSARY TO MAKE SURE THAT ALL FORMS ARE EXECUTED AND RETURNED. IN ADDITION TO THE ANNUAL DISCLOSURE, THE COUNCIL'S CONFLICT OF INTEREST POLICY FOR BOARD AND STAFF, WHICH ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES MUST SIGN EACH YEAR, PROVIDES THAT BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES HAVE A CONTINUING OBLIGATION TO REPORT CONFLICTS AND MUST PROMPTLY REPORT ANY CONFLICT THAT HAS NOT PREVIOUSLY BEEN REPORTED. BOARD MEMBERS THAT ARE DEEMED TO HAVE A CONFLICT OF INTEREST BASED ON THE ABOVE PROCESSES MUST ABSTAIN FROM PARTICIPATING IN THE VOTE. OFFICERS AND KEY EMPLOYEES ARE NOT PERMITTED TO PARTICIPATE IN A DECISION REGARDING WHICH THEY HAVE A CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COUNCIL CONTRACTS A CONSULTANT FIRM TO CONDUCT A MARKET ANALYSIS, WHICH RECOMMENDS COMPENSATION ADJUSTMENTS FOR THE CEO. THE CONSULTANT'S RECOMMENDATIONS ARE THEN FORWARDED TO THE EXECUTIVE COMMITTEE WHICH RECOMMENDS THE COMPENSATION FOR THE PRESIDENT AND CEO TO THE FULL BOARD WHICH DETERMINES THE FINAL COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE COUNCIL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND THE FEDERAL FORM 990 ARE AVAILABLE ON THE COUNCIL'S WEBSITE AND UPON REQUEST. |
| FORM 990, PART VI, SECTION A, LINE 9 | SHANNON SCOTT 707 HANKIN STREET SILVER SPRING, MD 20910 |
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE IS CHAIRED BY THE BOARD CHAIR AND COMPOSED OF SEVEN TO ELEVEN DIRECTORS, INCLUDING THE BOARD OFFICERS, AS WELL AS THE CHAIRS OF THE REMAINING COMMITTEES OF THE BOARD, PLUS SUCH OTHER DIRECTORS APPOINTED BY THE BOARD CHAIR, IN CONSULTATION WITH THE PRESIDENT AND CEO, AND APPROVED BY THE BOARD. IN ADDITION, THE PRESIDENT AND CEO SERVES ON THE COMMITTEE EX OFFICIO WITHOUT A VOTE. ALL OF THE MEMBERS OF THE EXECUTIVE COMMITTEE ARE ON THE GOVERNING BODY OF THE BOARD OF DIRECTORS OF THE COUNCIL ON FOUNDATIONS. THE EXECUTIVE COMMITTEE HAS THE FOLLOWING RESPONSIBILITIES AS LISTED IN THE EXECUTIVE COMMITTEE CHARTER: -ACTS AS A LIAISON TO THE PRESIDENT AND CEO, PROVIDING COUNSEL, FEEDBACK AND SUPPORT AND, TOGETHER WITH THE PRESIDENT AND CEO, ESTABLISHES THE CHIEF EXECUTIVE'S GOALS FOR THE FOLLOWING YEAR. -ENSURES DEVELOPMENT AND IMPLEMENTATION OF A STRATEGIC PLAN AND ITS ALLIGNMENT WITH TEH OPERATING BUDGET. -RESOVES URGENT AND SENSITIVE ISSUES WHEN NEEDED BETWEEN FULL BOARD MEETINGS, IN CONJUNCTION WITH THE PRESIDENT AND CEO. -ANNUALLY FACILITATES AN ASSESSMENT OF THE PRESIDENT AND CEO'S PERFORMANCE AND COMPENSATION, AND PRESENTS RECOMMENDATIONS TO THE FULL BOARD. AS SPECIFIED IN THE BYLAWS OF THE COUNCIL ON FOUNDATIONS, THE EXECUTIVE COMMITTEE CANNOT AMEND BYLAWS, ELECT OR REMOVE BOARD MEMBERS, HIRE OR FIRE THE CHIEF EXECUTIVE, APPROVE THE CHIEF EXECUTIVE'S COMPENSATION, APPROVE OR CHANGE THE AUDIT OR ANNUAL BUDGET, OR CHANGE THE STRUCTURE OF THE BOARD OR THE ORGANIZATION. ALL OF THESE POLICY DECISIONS MUST BE CONSIDERED AND APPROVED BY THE FULL BOARD OF DIRECTORS. |
| FORM 990, PART VII, SECTION A, COLUMN B | WHILE THE COUNCIL'S STANDARD WORK WEEK IS 35 HOURS PER WEEK, THE JOB DUTIES AND RESPONSIBILITIES OF KEY AND HIGHLY COMPENSATED EMPLOYEES REQUIRE ADDITIONAL TIME TO PERFORM THEIR DUTIES. THE COUNCIL DOES NOT QUANTIFY THE ADDITIONAL HOURS OF TIME PUT FORTH BY THESE DEDICATED KEY EMPLOYEES. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| FORUM OF REGIONAL ASSOCIATIONS OF GRANTMAKERS | ||||||||||
| 2121 CRYSTAL DRIVE 700 | ARLINGTON | VA | 22202 | 522122029 | STRENGTHEN THE ABILITY OF REGIONAL ASSOCIATIONS TO FULFILL THEIR MISSION | DC | 501(C)(3) | LINE 11A, I | N/A | 0 |
| COMMUNITY FOUNDATIONS NATIONAL STANDARDS BOARD | ||||||||||
| 2121 CRYSTAL DRIVE 700 | ARLINGTON | VA | 22202 | 270448505 | ADMINISTER THE NATIONAL STANDARDS ACCREDITATION PROCESS | VA | 501(C)(3) | LINE 11A, I | N/A | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| COMMUNITY FOUNDATIONS NATIONAL STANDARDS BOARD | ||
| O | $92,150 | FAIR MARKET VALUE |
| COMMUNITY FOUNDATIONS NATIONAL STANDARDS BOARD | ||
| R | $88,986 | FAIR MARKET VALUE |
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