THE STATE OF THE USA INC: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE STATE OF THE USA INC (EIN 20-8632600)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-29
- IRS object ID
- 201403039349200200
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-29T22:56:55-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521511275 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Raffa PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L Street NW Suite 900 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208632600 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The State of the USA Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAT | BusinessNameControlTxt |
| Phone | 2028225000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L Street NW No 900 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas J Raffa | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 2028225000 | PhoneNum |
| Signature | 2014-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Frank H Smith | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 2028225000 | PhoneNum |
| Preparation | 2014-10-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | www.stateoftheusa.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $96,216 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $96,164 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $2 | InvestmentIncomeAmt |
| Other Revenue Total | $50 | OtherRevenueTotalAmt |
| Total Revenue | $96,216 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $108,788 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $154 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $65,689 | OtherExpensesTotalAmt |
| Total Expenses | $174,631 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$78,415 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $141,104 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $62,689 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,232 | BOYAmt |
| EOY | $28,103 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,358 | BOYAmt |
| EOY | $136,203 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,810 | BOYAmt |
| EOY | $108,148 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,400 | BOYAmt |
| EOY | $272,454 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,296 | BOYAmt |
| EOY | $209,765 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,104 | BOYAmt |
| EOY | $62,689 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | To accomplish charitable and educational purposes by making readily and freely available to the American people and interested organizations a variety of accurate, non-partisan, objective, useful, and valuable information on key indicators and issues that convey the position and progress of the United States in twelve areas including health, education, economy, environment, etc. SUSA will accomplish its purpose by establishing a free, publicly available internet-based service which will include quantitative indicators to enable Americans to assess national progress for themselves. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | General Program: The heart of the State of the USA, Inc. (SUSA) is the development of its content- the ability to choose the issues, indicators and data sets that are most relevant, credible and legitimate for Americans to use in assessing the progress of the United States. Moreover, this content must then be displayed on SUSA's website in a manner that is not only responsible and objective, but also highly engaging to maximize its impact on the intended audiences.SUSA has designed a system to help Americans assess for themselves the progress of their nation, using the best quality measures and data in a dozen key areas, including health, education and the economy. The service emphasizes expert identification of key facts in an increasingly vast and complex sea of data, and combines that with contextual content development and design expertise to create a highly accessible online resource for all Americans.SUSA's model of working with leaders across a full spectrum - from policy to data management, statistics to science, business to philanthropy - has brought SUSA's work to the highest levels of policy consideration. As a result, the effort to create a Key National Indicator System has now become the law of the land.SUSA content incorporates issues, measures data sets recommended by the National Academy of Sciences which include international and state level comparisons, as well as demographic breakdowns where data quality allows. As part of a Key National Indicator System, SUSA's value will grow exponentially as users are able to better inform themselves on a wide variety of issues and aspirations that are relevant to the American people.SUSA has a working set of nearly 60 indicators in 8 issue areas out of a projected 300 key indicators in 12 issue areas. Its editorial process can adapt and evolve this working set over time. SUSA engages subject matter experts with deep experience in the issues as well as statisticians and methodologists to help us shape how we develop content. The SUSA editorial process is designed to frame and select the issues, indicators and data sets to optimize audience relevance, scientific credibility, public legitimacy, economic cost and timeliness. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $6,025 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,025 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Christopher Hoenig | ||||
| Executive Governor, President & CEO | 16.00 | $0 | $0 | $0 |
| Vincent Barabba | ||||
| Chairman & Executive Governor | 1.00 | $0 | $0 | $0 |
| Kenneth Prewitt | ||||
| Vice Chair & Executive Governor | 1.00 | $0 | $0 | $0 |
| Daniel Gaylin | ||||
| Executive Governor | 1.00 | $0 | $0 | $0 |
| Janet L Norwood | ||||
| Executive Governor | 1.00 | $0 | $0 | $0 |
| William Achtmeyer | ||||
| Governor | 1.00 | $0 | $0 | $0 |
| Derek Bok | ||||
| Governor | 1.00 | $0 | $0 | $0 |
| Karen Cook | ||||
| Governor | 1.00 | $0 | $0 | $0 |
| Jeremiah Eck | ||||
| Governor | 1.00 | $0 | $0 | $0 |
| Kerry Murphy Healey | ||||
| Governor | 1.00 | $0 | $0 | $0 |
| Clay Johnson III | ||||
| Governor | 1.00 | $0 | $0 | $0 |
| Thomas Jorling | ||||
| Governor | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas J Raffa CPA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L Street NW Suite 900 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028225000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
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 | $1,263,335 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,685,515 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $501,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $200,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $96,164 | CurrentTaxYearAmt |
| Total | $4,746,014 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,263,335 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,685,515 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $501,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $200,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $96,164 | CurrentTaxYearAmt |
| Total | $4,746,014 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,632,324 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,113,690 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,958 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,003 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2 | CurrentTaxYearAmt |
| Total | $38,036 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $123 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $10,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $50 | CurrentTaxYearAmt |
| Total | $10,173 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,794,223 | TotalSupportAmt |
| Public Support CY170 | 0.23230 | PublicSupportCY170Pct |
| Public Support PY170 | 0.21100 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | SUSA meets the facts and circumstances test under Income Tax Regulations Sec. 1.170A-9T(f)(3) for the current tax year (2013), based on the four tax years immediately preceding the current tax year (2009 through 2013). Under the facts and circumstances test: (1) SUSA maintains a continuous and bona fide program for soliciting funds from the general public, community, membership group involved, and governmental units, and (2) the sources of support provide services directly for the benefit of the general public on a continuing basis. SUSA's fundraising, historically, has been conducted primarily by direct, personal contact with potential donors. SUSA has also attempted to develop other programs for the solicitation of funds from the general public. SUSA intends to continue its efforts to develop its public support program. It is anticipated that additional government grants, as well as grants from other public charities, will be obtained, and that the percentage of the SUSA's public support will increase in future years. SUSA's goal is to raise its public support percentage beyond the one-third public support level.In addition to the two requirements discussed above, the facts relative to the other relevant public support factors described in Reg. Sec. 1.170A-9T(f)(3) are presented below:(1) Percentage of financial support factor. The organization has received over 20 percent of its support from contributions made directly by the general public over the last five years (2009-2013). This constitutes public support, and exceeds the minimum 10 percent of public support requirement.(2) Sources of support factor. As indicated above, the organization received contributions in the period 2009-2013 from a variety of organizations. SUSA did not conduct any formal solicitation programs, and had to rely on personal contact to solicit funds. (3) Representative governing body factor. SUSA is governed by a Board of Directors comprised of individuals who have special knowledge and expertise in the particular field in which SUSA is operating. (4) Availability of public facilities or services: public participation in programs or policies. | FactsAndCircumstancesTestTxt |
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: $ 123. 2011 Amount: $ 10,000. 2013 Amount: $ 50. | 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 4 - Other Investment Income | Description: Investment income. Amount: 2. |
| Form 990-EZ, Part I, Line 8 - Other Revenue | Description: Other income. Amount: 50. |
| Form 990-EZ, Part I, Line 16 - Other Expenses | Description: Bank fees. Amount: 1,178. Description: Telecommunications. Amount: 43,184. Description: Insurance. Amount: 5,622. Description: Travel. Amount: 12,430. Description: Fees. Amount: 235. Description: Interst expense. Amount: 3,040. Total to Form 990-EZ, line 16: 65,689. |
| Form 990-EZ, Part II, Line 24 - Other Assets | Description: Deposits. Beg. of Year Amount: 6,000. End of Year Amount: 5,000. Description: Grants receivable. Beg. of Year Amount: 10,000. End of Year Amount: 96,164. Description: Prepaid insurance. Beg. of Year Amount: 2,810. End of Year Amount: 2,863. Description: Prepaid expenses. Beg. of Year Amount: 0. End of Year Amount: 4,121. |
| Form 990-EZ, Part II, Line 26 - Other Liabilities | Description: Accounts payable. Beg. of Year Amount: 128,553. End of Year Amount: 128,785. Description: Line of credit payable. Beg. of Year Amount: 75,000. End of Year Amount: 80,980. Description: Capital lease payable. Beg. of Year Amount: 15,743. End of Year Amount: 0. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. | DeclarationDesc |
Comments