2014-10-29T22:56:55-05:00 2013-12-31 521511275 Raffa PC 1899 L Street NW Suite 900 Washington DC 20036 990EZ 2013-01-01 208632600 The State of the USA Inc STAT 2028225000 1899 L Street NW No 900 Washington DC 20036 Thomas J Raffa Chief Financial Officer 2028225000 2014-10-29 1 Frank H Smith P00639053 2028225000 2014-10-10 2013 2015-11-30 17:44:51Z X www.stateoftheusa.org X X 96216 X 96164 2 50 96216 108788 154 65689 174631 -78415 141104 0 62689 X 205232 28103 136358 136203 18810 108148 360400 272454 219296 209765 141104 62689 X 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. 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. 0 6025 6025 X 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 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Thomas J Raffa CPA 1899 L Street NW Suite 900 Washington DC 20036 2028225000 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 1263335 2685515 501000 200000 96164 4746014 1263335 2685515 501000 200000 96164 4746014 3632324 1113690 1958 36003 70 3 2 38036 123 10000 50 10173 4794223 0.23230 0.21100 X 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. Schedule A, Part II, Line 10, Explanation of Other Income: Other income - 2009 Amount: $ 123. 2011 Amount: $ 10,000. 2013 Amount: $ 50. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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. 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.