CERES INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CERES INC (EIN 22-3053747)
- Tax period
- 2012-11-01 to 2013-10-31
- Filed
- 2014-09-05
- IRS object ID
- 201402489349300245
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-09-05T16:19:30-05:00 | Timestamp |
| Tax Period End Date | 2013-10-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263753134 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ TOFIAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-11-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223053747 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CERES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CERE | NameControl |
| Phone | 6172470700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 CHAUNCY STREET 6TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021111703 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LANCE PIERCE | Name |
| Title | EXECUTIVE DIRECTOR/COO | Title |
| Phone | 6172470700 | Phone |
| Date Signed | 2014-09-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH M GISO | Name |
| PTIN | P00030126 | PTIN |
| Phone | 6177610600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MINDY LUBBER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 CHAUNCY STREET 6TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021111703 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8810961 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CERES.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1990 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | CERES, INC. (CERES) ENGAGES INSTITUTIONAL INVESTORS AND CORPORATE LEADERS TO ADDRESS SOCIAL AND ENVIRONMENTAL CHALLENGES THROUGH THE INTEGRATION OF SUSTAINABLE PRACTICES INTO BUSINESS OPERATIONS AND OTHER COMPANY DECISION-MAKING. THIS IS ACCOMPLISHED THROUGH THE INVOLVEMENT OF MEMBERS OF THE CERES COALITION, A NETWORK OF INVESTORS, ENVIRONMENTAL GROUPS AND OTHER PUBLIC INTEREST ORGANIZATIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 94 | TotalNbrEmployees |
| Total Nbr Volunteers | 19 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3323180 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5828705 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2523004 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2783081 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 23424 | InvestmentIncomePriorYear |
| Investment Income Current Year | 24227 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 36474 | OtherRevenuePriorYear |
| Other Revenue Current Year | 121806 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5906082 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8757819 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4436625 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5563390 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 850949 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2520227 | OtherExpensePriorYear |
| Other Expenses Current Year | 2781214 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6956852 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8344604 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1050770 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 413215 | RevenuesLessExpensesCY |
| Total Assets BOY | 6486820 | TotalAssetsBOY |
| Total Assets EOY | 7102476 | TotalAssetsEOY |
| Total Liabilities BOY | 1064963 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1267404 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5421857 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5835072 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1782510 | Expense |
| Revenue | 515642 | Revenue |
| Description | SUSTAINABLE CAPITAL MARKETS: CERES MOBILIZES INFLUENTIAL FINANCIAL MARKET ACTORS TO PROMOTE AND INTEGRATE SUSTAINABILITY INTO INVESTMENT DECISION-MAKING, CORPORATE PRACTICES AND PUBLIC POLICY. THE AIM IS HAVING INVESTORS AND POLICYMAKERS SHIFT SHORT-TERM THINKING TOWARD LONGER-TERM SUSTAINABILITY BY FOCUSING ON INCENTIVES, DRIVERS, POLICIES AND REGULATIONS THAT ACCELERATE LOW-POLLUTING BUSINESS PRACTICES THAT WILL ULTIMATELY MITIGATE LONG-TERM THREATS POSED BY GLOBAL CLIMATE CHANGE. CERES DIRECTS THE INVESTOR NETWORK ON CLIMATE RISK (INCR), A GROWING NETWORK OF OVER 100 INSTITUTIONAL INVESTORS AND MANAGERS, WHICH COLLECTIVELY OWN OR MANAGE OVER $11 TRILLION OF ASSETS. INCR HOSTS THE BI-ANNUAL INVESTOR SUMMIT HELD IN NEW YORK CITY. IN 2010, CERES AND ITS INVESTOR NETWORK PERSUADED THE SECURITIES AND EXCHANGE COMMISSION (SEC) TO ISSUE FORMAL GUIDANCE REQUIRING CLIMATE CHANGE-RELATED DISCLOSURE IN PUBLIC COMPANY FINANCIAL FILINGS. CERES IS NOW WORKING TO HAVE GLOBAL STOCK EXCHANGES REQUIRE CORPORATE DISCLOSURE OF CLIMATE AND OTHER SUSTAINABILITY RISKS. IN 2013, INVESTORS ASSOCIATED WITH INCR FILED 110 SHAREHOLDER RESOLUTIONS THAT RESULTING IN 50 SUCCESSFUL AGREEMENTS FOR WITHDRAWAL WITH COMPANIES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1750120 | Expense |
| Revenue | 1834569 | Revenue |
| Description | SUSTAINABLE BUSINESS STRATEGIES: CERES AIMS TO INTEGRATE SUSTAINABILITY INTO COMPANY PERFORMANCE BY SCALING UP POSITIVE SOCIAL, ENVIRONMENTAL, AND BUSINESS RESULTS IN STRATEGY, GOVERNANCE, OPERATIONS, AND SUPPLY CHAINS. THE CERES COMPANY NETWORK INCLUDES 70 MEMBERS FROM TWO-DOZEN INDUSTRIES, INCLUDING MARKET LEADERS IN TECHNOLOGY, INSURANCE, FOOTWEAR AND APPAREL, FOOD AND BEVERAGE, OIL AND GAS, ELECTRIC UTILITIES AND FINANCIAL SERVICES. ROUGHLY ONE-THIRD OF COMPANIES IN THE CERES NETWORK ARE IN THE FORTUNE 500. NETWORK COMPANIES MAKE COMMITMENTS TO STAKEHOLDER ENGAGEMENT, PUBLIC DISCLOSURE, AND PERFORMANCE IMPROVEMENTS, AS OUTLINED IN THE CERES-AUTHORED THE 21ST CENTURY CORPORATION: THE CERES ROADMAP FOR SUSTAINABILITY. IN 2013, CERES GATHERED DATA INDICATING HOW THE 600 LARGEST COMPANIES ARE PROGRESSING TOWARDS GOALS CALLED FOR IN THE ROADMAP. THE FINDINGS WILL BE RELEASED IN 2014. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2519511 | Expense |
| Revenue | 468651 | Revenue |
| Description | CLIMATE AND CLEAN ENERGY: CERES SEEKS TO ACCELERATE THE SUSTAINABLE GLOBAL ECONOMY BY CHAMPIONING LOW-CARBON BUSINESS, INVESTOR, AND POLICY SOLUTIONS TO DRIVE ECONOMIC GROWTH AND MITIGATE THE IMPACTS OF CLIMATE CHANGE. THE GOAL IS TO TRANSITION TO A GLOBAL CLEAN ENERGY ECONOMY BY REDUCING RELIANCE ON UNSUSTAINABLE ENERGY OPTIONS, SUCH AS HIGH-POLLUTING OIL AND COAL, WHILE CHAMPIONING RESILIENT, LOW-CARBON ELECTRIC POWER AND TRANSPORTATION OPTIONS, ENERGY EFFICIENCY, AND BUSINESS SOLUTIONS AT THE SPEED AND SCALE NECESSARY TO DRIVE ROBUST GROWTH AND AVOID THE WORST IMPACTS OF CLIMATE CHANGE. CERES CONVENES INVESTORS, TECHNICAL EXPERTS, AND REPRESENTATIVES FROM ENERGY INTENSIVE, TO FIND SOLUTIONS TO A RANGE OF SUSTAINABILITY PROBLEMS ATTRIBUTABLE TO ECONOMIC ACTIVITY. TOWARDS THIS AIM, CERES DIRECTS THE BUSINESS FOR INNOVATIVE CLIMATE AND ENERGY POLICY (BICEP) COALITION, COMPRISED OF 30 MEMBERS REPRESENTING A RANGE OF WELL-KNOWN CONSUMER BRANDS SUCH AS NIKE, STARBUCKS AND LEVI STRAUSS & CO. IN 2013, CERES LAUNCHED THE CERES' CLIMATE DECLARATION, A CALL FOR GOVERNMENT ACTION ON CLIMATE CHANGE. MORE THAN 700 COMPANIES HAVE JOINED THIS EFFORT. RESPONDING TO ONGOING EFFORTS BY CERES, THE NATIONAL ASSOCIATION OF INSURANCE COMMISSIONERS (NAIC) HAS MANDATED INSURANCE COMPANIES TO DISCLOSE ANNUALLY THE FINANCIAL RISKS THEY FACE FROM CLIMATE CHANGE, AS WELL AS ACTIONS THEY ARE TAKING TO ADDRESS THOSE RISKS. CERES ASSESSED THESE DISCLOSURES AND WROTE REPORTS ON THEIR FINDINGS THE PAST TWO YEARS. IN 2013, CERES CONVENED A SERIES OF ROUNDTABLES WITH CITY LEADERS AND INSURANCE EXECUTIVES TO CONSIDER STEPS TOWARDS BUILDING CITIES MORE RESILIENT TO THE EFFECTS OF CLIMATE CHANGE, SUCH AS THE FLOODING FROM HURRICANE SANDY. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 766117 | Expense |
| Revenue | 86025 | Revenue |
| Description | WATER: CERES STRIVES TO ADVANCE BUSINESS, INVESTOR, AND GOVERNMENT POLICIES AND PRACTICES TO ENSURE ABUNDANT CLEAN WATER SUPPLIES AND HEALTHY ECOSYSTEMS. IN 2010, CERES ELEVATED CORPORATE AND INVESTOR AWARENESS OF GROWING WATER SCARCITY RISKS BY ISSUING THE RIPPLE EFFECT: WATER RISK IN THE MUNICIPAL BOND MARKET. THE CERES AQUA GAUGE: A FRAMEWORK FOR 21ST CENTURY WATER RISK MANAGEMENT, AN INNOVATIVE METHODOLOGY THAT ENABLES THE SCORE CARDING OF A COMPANY'S WATER MANAGEMENT ACTIVITIES AGAINST LEADING PRACTICES, WAS RELEASED IN 2011 IN 2012, CERES PUBLISHED CHARTING NEW WATERS: FINANCING SUSTAINABLE WATER INFRASTRUCTURE, WHICH EXPLORES FINANCING AND PRICING OPTIONS TO ADDRESS GROWING DEMAND AND ENVIRONMENTAL CHALLENGES. IN 2013, CERES EXTENDED ITS FOCUS TO THE WATER IMPACTS OF HYDRAULIC FRACTURING AND ISSUED A REPORT ENTITLED HYDRAULIC FRACTURING AND WATER STRESS: GROWING COMPETITIVE PRESSURES FOR WATER. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 766117 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 86025 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 6818258 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 32 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 94 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GABRIELA GOFF SR MGR FINANCE | NamePerson |
| Telephone Number | 6172470700 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 CHAUNCY STREET 6TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021111703 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| VIDETTE BULLOCK MIXON | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| NORM DEAN | |||||||
| CO-CHAIR | 5.00 | X | 0 | 0 | 0 | X | |
| THOMAS P DINAPOLI | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| JACK EHNES | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| MICHEL GELOBTER | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| ADELE SIMMONS | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| JULIE F GORTE PHD | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| ALISA GRAVITZ | |||||||
| TREASURER | 5.00 | X | 0 | 0 | 0 | X | |
| ASHOK GUPTA | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| DOUG HUSID | |||||||
| SECRETARY | 5.00 | X | 0 | 0 | 0 | X | |
| DENISE NAPPIER | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| CARL POPE | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| JANET RANGANATHAN | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| PETER ROSENBLUM | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| TEDD SAUNDERS | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| BARNEY SCHAUBLE | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| DAMON SILVERS | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| BILL SOMPLATSKY-JARMAN | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| ANNE STAUSBOLL | |||||||
| CO-CHAIR | 5.00 | X | 0 | 0 | 0 | X | |
| MINDY LUBBER | |||||||
| PRESIDENT | 40.00 | X | 193025 | 0 | 32190 | X | |
| LANCE PIERCE | |||||||
| EXECUTIVE DIRECTOR/COO | 40.00 | 154230 | 0 | 26761 | X | ||
| GORDON MACFARLAND | |||||||
| CFO | 40.00 | 107712 | 0 | 23263 | X | ||
| SUSAN SAYERS | |||||||
| CDO (FROM SEP. 2012) | 40.00 | 53202 | 0 | 6209 | X | ||
| PEYTON FLEMING | |||||||
| DIR. STRATEGIC COMMUNICATIONS | 40.00 | 104983 | 0 | 24850 | X | ||
| CHRISTOPHER FOX | |||||||
| CO-DIR. POLICY PROGRAM | 40.00 | 103001 | 0 | 20819 | X | ||
| DAVID ZIV-KREGER | |||||||
| DIR. FOUNDATION DEVELOPMENT | 40.00 | 101806 | 0 | 23825 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 817959 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 157917 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| DAVID GARDINER & ASSOCIATES | |||||
| 910 17TH ST NW SUITE 1050 | WASHINGTON | DC | 20006 | CONSULTING SERVICES | 135305 |
| MARK TULAY | |||||
| 9810 SUNRISE ROAD | VIENNA | VA | 22181 | CONSULTING SERVICES | 120000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 5828705 | AllOtherContributions |
| Noncash Contributions | 53322 | NoncashContributions |
| Total Contributions | 5828705 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | 1992355 | 1992355 |
| CONF. FEES & SPONS. | 900099 | 790726 | 790726 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2783081 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23066 | TotalRevenueColumn |
| Exclusion | $23,066 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 53953 | Securities |
| Other | 350 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 53142 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 811 | Securities |
| Other | 350 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1161 | TotalRevenueColumn |
| Exclusion | $1,161 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 121806 | TotalRevenueColumn |
| Related Or Exempt Function Income | 121806 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 121806 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8757819 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2904887 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $24,227 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 800019 | Total |
| Program Services | 416650 | ProgramServices |
| Management And General | 185571 | ManagementAndGeneral |
| Fundraising | 197798 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3705349 | Total |
| Program Services | 3175602 | ProgramServices |
| Management And General | 192250 | ManagementAndGeneral |
| Fundraising | 337497 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154197 | Total |
| Program Services | 122386 | ProgramServices |
| Management And General | 14387 | ManagementAndGeneral |
| Fundraising | 17424 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 548527 | Total |
| Program Services | 435351 | ProgramServices |
| Management And General | 51173 | ManagementAndGeneral |
| Fundraising | 62003 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 355298 | Total |
| Program Services | 282000 | ProgramServices |
| Management And General | 33149 | ManagementAndGeneral |
| Fundraising | 40149 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1387 | Total |
| Program Services | 100 | ProgramServices |
| Management And General | 1287 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55734 | Total |
| Management And General | 55734 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26183 | Total |
| Program Services | 26183 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8231 | Total |
| Program Services | 8231 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 360219 | Total |
| Program Services | 296493 | ProgramServices |
| Management And General | 20385 | ManagementAndGeneral |
| Fundraising | 43341 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 264513 | Total |
| Program Services | 209736 | ProgramServices |
| Management And General | 24901 | ManagementAndGeneral |
| Fundraising | 29876 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 392816 | Total |
| Program Services | 342825 | ProgramServices |
| Management And General | 4639 | ManagementAndGeneral |
| Fundraising | 45352 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 522690 | Total |
| Program Services | 502178 | ProgramServices |
| Management And General | 3002 | ManagementAndGeneral |
| Fundraising | 17510 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93702 | Total |
| Program Services | 74365 | ProgramServices |
| Management And General | 8744 | ManagementAndGeneral |
| Fundraising | 10593 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROFESSIONAL FEES | 922465 | 886772 | 8620 | 27073 |
| BAD DEBT EXPENSE | 71292 | 71292 | ||
| PRINTING | 61982 | 39386 | 263 | 22333 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8344604 | Total |
| Program Services | 6818258 | ProgramServices |
| Management And General | 675397 | ManagementAndGeneral |
| Fundraising | 850949 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1216553 | BOY |
| EOY | 1934252 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 713893 | BOY |
| EOY | 646298 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1275597 | BOY |
| EOY | 1108333 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 445586 | BOY |
| EOY | 641190 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 162777 | BOY |
| EOY | 210935 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 537152 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 395645 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 209474 | BOY |
| EOY | 141507 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2450257 | BOY |
| EOY | 2407278 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12683 | BOY |
| EOY | 12683 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6486820 | BOY |
| EOY | 7102476 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 579330 | BOY |
| EOY | 458769 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 485633 | BOY |
| EOY | 808635 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1064963 | BOY |
| EOY | 1267404 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2261925 | BOY |
| EOY | 3063526 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3159932 | BOY |
| EOY | 2771546 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5421857 | BOY |
| EOY | 5835072 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6486820 | BOY |
| EOY | 7102476 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 413215 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8491149 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5905922 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6529984 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4856772 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7821060 | CurrentTaxYear |
| Total | 33604887 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8491149 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5905922 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6529984 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4856772 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7821060 | CurrentTaxYear |
| Total | 33604887 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 10296962 | AmountsSubstContributorsTotal |
| Public Support Total170 | 23307925 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23166 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27696 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 32009 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22803 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23066 | CurrentTaxYear |
| Total | 128740 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 33733627 | TotalSupport |
| Gross Receipts From Admissions Etc | 5053896 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.69090 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.69920 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: THE AMOUNTS FOR PART II, COLUMN(D) REPRESENT THE PUBLIC SUPPORT FROM THE SHORT TAX YEAR, JANUARY 1, 2012 - OCTOBER, 31 2012. THE AMOUNTS FOR PART II, COLUMN(E) REPRESENT THE PUBLIC SUPPORT FROM THE FISCAL 2013 TAX YEAR, NOVEMBER 1, 2012 - OCTOBER, 31 2013. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 26183 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 26183 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 7467472 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 7493655 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 524683 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 131171 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 478695 | CurrentYearMinus3 |
| Current Year Minus2 | 505195 | CurrentYearMinus2 |
| Current Year Minus1 | 467502 | CurrentYearMinus1 |
| Current Year | 524683 | CurrentYear |
| Total | 1976075 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,964,113 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 11683 | CurrentYearMinus3 |
| Current Year Minus2 | 25282 | CurrentYearMinus2 |
| Current Year Minus1 | 6163 | CurrentYearMinus1 |
| Current Year | 26183 | CurrentYear |
| Total | 69311 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 119674 | CurrentYearMinus3 |
| Current Year Minus2 | 126299 | CurrentYearMinus2 |
| Current Year Minus1 | 116876 | CurrentYearMinus1 |
| Current Year | 131171 | CurrentYear |
| Total | 494020 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $741,030 | GrassrootsCeilingAmount |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV, SUPPLEMENTAL INFORMATION: | Identifier |
| Explanation | THE AMOUNTS FOR SCHEDULE C, PART II-A, COLUMN(C)2011 REPRESENT LOBBYING EXPENDITURES FROM THE SHORT TAX YEAR, JANUARY 1, 2012 - OCTOBER, 31 2012. THE AMOUNTS FOR SCHEDULE C, PART II-A, COLUMN(D)2012 REPRESENT LOBBYING EXPENDITURES FROM THE FISCAL 2013 TAX YEAR, NOVEMBER 1, 2012 - OCTOBER, 31 2013. | Explanation |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 110997 | OtherCostOrOtherBasis |
| Depreciation | 83951 | Depreciation |
| Book Value | 27046 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 426155 | OtherCostOrOtherBasis |
| Depreciation | 311694 | Depreciation |
| Book Value | 114461 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 141507 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CERTIFICATES OF DEPOSIT | Description |
| Book Value | 2407278 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2407278 | TotalOfBookValueSecurities |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 8790555 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 32736 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 32736 | RevenueNotRptdF990 |
| Revenue Subtotal | 8757819 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8757819 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8377340 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 32736 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 32736 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8344604 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8344604 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | CERES ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. CERES HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AND ITS DETERMINATION OF WHICH ACTIVITES ARE RELATED AND UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITION AND HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. CERES IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. ITS FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THE PAST THREE YEARS FOLLOWING THE DATE OF FILING THE RELATED RETURN. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | Region |
| Number Of Offices | 1 | NumberOfOffices |
| Number Of Employees | 2 | NumberOfEmployees |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConducted |
| Specific Services Provided | AS THE VICE PRESIDENT OF CORPORATE PROGRAMS FOR CERES, ANDREA MOFFAT WORKS WITH A RANGE OF COMPANIES ON REPORTING AND DISCLOSURE, POLICY DEVELOPMENT, AND STAKEHOLDER ENGAGEMENT. HER DAILY ACTIVITIES IN CANADA INCLUDE MANAGING THE CERES CORPORATE PROGRAM TEAM AND WORKING WITH US AND INTERNATIONAL COMPANIES ON CORPORATE SOCIAL RESPONSIBILITY ISSUES. AS A SENIOR MANAGER FOR THE WATER PROGRAM, MONIKA FREYMAN WORKS RESEARCHING AND CONDUCTING CORPORATE AND INVESTOR ENGAGEMENT ON THE RISKS AND OPPORTUNITIES RELATED TO GROWING WATER SCARCITY AND WATER QUALITY ISSUES. | SpecificServicesProvided |
| Total Expenditures | 101199 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 2 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 2 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 101199 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 101199 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MINDY LUBBER | ||||||||||||||
| PRESIDENT | 193025 | 0 | 0 | 0 | 0 | 0 | 7863 | 0 | 24327 | 0 | 225215 | 0 | 0 | 0 |
| LANCE PIERCE | ||||||||||||||
| EXECUTIVE DIRECTOR/COO | 154230 | 0 | 0 | 0 | 0 | 0 | 6271 | 0 | 20490 | 0 | 180991 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 53322 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART I, LINE 19: | THE NEGATIVE CHANGE IN NET ASSETS IN FISCAL YEAR 2012 IS OFFSET IN PART BY THE RECEIPT OF SEVERAL LARGE MULTIPLE YEAR GRANTS IN PRIOR YEARS, MUCH OF WHICH IS BEING RELEASED (EARNED) IN FISCAL YEAR 2012 AND IN SUBSEQUENT YEARS. | |
| FORM 990, PART A: ON JULY 14, 2011, THE BOARD OF DIRECTORS VOTED TO CHANGE CERES' FISCAL YEAR END TO OCTOBER 31. THE MAIN REASON FOR THE CHANGE IS TO BETTER ALIGN CERES' GRANT AND PLANNING CYCLES. AS A RESULT, THE 2012 FISCAL YEAR PRESENTED IS A 10-MONTH YEAR FROM JANUARY 1, 2012 TO OCTOBER 31, 2012, AND THE 2013 FISCAL YEAR PRESENTED IS A 12-MONTH YEAR FROM NOVEMBER 1, 2012 TO OCTOBER 31, 2013. | ||
| FORM 990, PART III, LINE 1 | CERES' MISSION IS MOBILIZING INVESTOR AND BUSINESS LEADERSHIP TO BUILD A THRIVING, SUSTAINABLE GLOBAL ECONOMY. CERES IS KNOWN FOR ITS UNIQUE ABILITY TO BRING DIVERSE INTERESTS TOGETHER TO FIND POSITIVE SOLUTIONS TO COMPLEX ENVIRONMENTAL AND SOCIAL CHALLENGES. FOR EXAMPLE, OVER THE PAST 12 YEARS CERES HAS CO-HOSTED SIX INVESTOR SUMMITS AT THE UNITED NATIONS, BRINGING TOGETHER HUNDREDS OF LEADING U.S. AND GLOBAL INVESTORS TO EXAMINE AND RESPOND TO THE RISKS AND OPPORTUNITIES POSED BY CLIMATE CHANGE. CERES INTRODUCED THE CONCEPT OF "CLIMATE RISK" TO WORLD BUSINESS LEADERS AND MOBILIZES INSTITUTIONAL INVESTORS MANAGING TRILLIONS OF DOLLARS IN ASSETS THROUGH ITS INVESTOR NETWORK ON CLIMATE RISK (INCR). IN 2010, CERES LAUNCHED THE 21ST CENTURY CORPORATION: THE CERES ROADMAP FOR SUSTAINABILITY, A DOCUMENT THAT OUTLINES 20 KEY EXPECTATIONS FOR COMPANIES RELATED TO GOVERNANCE PRACTICES, STAKEHOLDER ENGAGEMENT, DISCLOSURE AND SUSTAINABILITY PERFORMANCE. CERES ALSO LAUNCHED THE GLOBAL REPORTING INITIATIVE, NOW THE DE-FACTO STANDARD FOR REPORTING ENVIRONMENTAL AND SOCIAL PERFORMANCE USED BY 2,500 COMPANIES WORLDWIDE. | ORGANIZATION MISSION STATEMENT |
| FORM 990, PART VI, SECTION B, LINE 11 | OUR ACCOUNTING AND AUDITING FIRM SENDS THE ORGANIZATION A QUESTIONNAIRE TO FILL OUT FOR PREPARING THE FORM 990. THIS QUESTIONNAIRE IS PREPARED AND REVIEWED BY THE FINANCE TEAM. THEN, OUR ACCOUNTING AND AUDITING FIRM PREPARES THE DRAFT 990, WITH THE INFORMATION GATHERED IN THE QUESTIONNAIRE PROVIDED BY THE FINANCE TEAM, AND SENDS A DRAFT TO THE ORGANIZATION. THE FINANCE TEAM REVIEWS THIS DRAFT AND EMAILS TO THE FULL BOARD FOR ITS REVIEW PRIOR TO ITS FILING. THE AUDIT COMMITTEE REVIEWS COMMENTS RECEIVED FROM BOARD MEMBERS AND WHEN SATISFIED ACCEPTS THE 990. AFTERWARDS THE 990 IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY. AS PART OF THE BOARD TRAINING, WHEN JOINING THE CERES BOARD, THE NEW BOARD MEMBER IS PROVIDED WITH THE CERES BOARD POLICIES WHICH CONTAIN THE WRITTEN CONFLICT OF INTEREST POLICY. IN THIS PACKAGE IS INCLUDED THE FORM "CONFLICT OF INTEREST STATEMENT (CIS)" WHERE THEY ARE REQUIRED TO DISCLOSE ANY CONFLICT OF INTEREST THAT MAY EXIST WITH THE ORGANIZATION. ONCE A YEAR, THE BOARD MEMBERS COMPLETE THIS CIS FORM. ALSO, AS PART OF THE GOVERNANCE COMPLIANCE THE BOARD MEMBERS ARE REQUIRED TO INFORM TO ANY OF THE BOARD CO-CHAIRS OF CERES ANY MATERIAL CHANGE THAT DEVELOPS DURING THE YEAR IN THE INFORMATION CONTAINED IN THE FOREGOING STATEMENT. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD ANNUALLY REVIEWS AND APPROVES THE CEO'S COMPENSATION. A MEMBER OF THAT COMMITTEE GATHERS DATA FROM SALARY SURVEYS FROM COMPARABLE SIZED NONPROFITS AND BRINGS THAT INFORMATION BACK TO THE COMMITTEE FOR ITS DELIBERATIONS. THE COMMITTEE THEN DECIDES ON THE APPROPRIATE COMPENSATION LEVEL FOR THE COMING YEAR AND ANY BONUS WARRANTED FOR THE PRIOR YEAR. THIS IS THEN CONVEYED WITH A RECOMMENDATION TO THE FULL BOARD IN AN EXECUTIVE SESSION AND THE VOTE TAKEN TO APPROVE THE RECOMMENDED COMPENSATION. THE CEO IS RESPONSIBLE FOR ASSESSING THE APPROPRIATE LEVELS OF OTHER KEY EMPLOYEES. COMPENSATION IS BASED ON PERFORMANCE, LEVEL OF RESPONSIBILITY, COST OF LIVING FACTOR, INFLATION, AND TO SOME DEGREE THE NONPROFIT MARKET IN BOSTON (SALARY SURVEY STUDIES). THE EXECUTIVE COMMITTEE OF THE BOARD IS PROVIDED BY THE CEO A SUMMARY OF SALARIES PAID TO OFFICERS AND KEY EMPLOYEES (COO, CFO, AND CHIEF DEVELOPMENT DIRECTOR) OF COMPARABLE ORGANIZATIONS WITH DATA THAT WAS DRAWN FROM 990'S AND SALARY SURVEYS. THE AVERAGES ARE COMPARED TO PROPOSED SALARIES FOR EQUIVALENT CERES STAFF. THE EXECUTIVE COMMITTEE ADVISES THE CEO IF THEY HAVE CONCERNS ABOUT ANY OF THE PROPOSED SALARY LEVELS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FORM 990, AUDITED FINANCIAL STATEMENTS AND ANNUAL REPORT ARE AVAILABLE AT HTTP://WWW.CERES.ORG/ABOUT-US/FINANCIALS. THE ORGANIZATION PROVIDES COPIES OF ITS FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS UPON REQUEST. CERES' FORM 990 IS ALSO AVAILABLE VIA GUIDESTAR, AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. |
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