HUMAN SERVICES RESEARCH INSTITUTE INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HUMAN SERVICES RESEARCH INSTITUTE INC (EIN 52-1039368)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-02-11
- IRS object ID
- 201410429349301216
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-11T10:54:25-06:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431985162 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH SULLIVAN & COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 FLANDERS ROAD - SUITE 200 | AddressLine1 |
| City | WESTBOROUGH | City |
| State | MA | State |
| ZIP Code | 01581 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521039368 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUMAN SERVICES RESEARCH INSTITUTE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HUMA | NameControl |
| Phone | 6178760426 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2336 MASSACHUSETTS AVENUE | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02140 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VALERIE J BRADLEY | Name |
| Title | PRESIDENT | Title |
| Phone | 6178760426 | Phone |
| Date Signed | 2014-02-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MAUREEN L SULLIVAN CPA | Name |
| PTIN | P00296843 | PTIN |
| Phone | 5088717178 | Phone |
| Date Prepared | 2014-02-06 | DatePrepared |
| 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 | VIRGINIA MULKERN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2336 MASSACHUSETTS AVENUE | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02140 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5848626 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HSRI.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1975 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | CONDUCT RESEARCH AND STUDIES IN AREAS RELATED TO INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 73 | TotalNbrEmployees |
| Total Nbr Volunteers | 1 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 896134 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 685381 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10062753 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5144134 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5929 | InvestmentIncomePriorYear |
| Investment Income Current Year | 8795 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 10316 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10964816 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5848626 | 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 | 5409771 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3949882 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5093274 | OtherExpensePriorYear |
| Other Expenses Current Year | 2167522 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10503045 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6117404 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 461771 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -268778 | RevenuesLessExpensesCY |
| Total Assets BOY | 3570789 | TotalAssetsBOY |
| Total Assets EOY | 2742790 | TotalAssetsEOY |
| Total Liabilities BOY | 1210727 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 678322 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2360062 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2064468 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | CONDUCT RESEARCH AND STUDIES IN AREAS RELATED TO INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1715385 | Expense |
| Revenue | 1365538 | Revenue |
| Description | BEHAVIORAL HEALTH:ONE OF THE FOCUSES OF HSRI'S WORK IS BEHAVIORAL HEALTH. THE BEHAVIORAL HEALTH TEAM WITHIN HSRI IS COMPRISED OF STAFF THAT HAVE WORKED ON PROJECTS THAT ADDRESS A WIDE VARIETY OF ISSUES RELATED TO THE PREVENTION AND TREATMENT OF SUBSTANCE ABUSE AND MENTAL ILLNESS AND THAT PROVIDE SUSTAINABLE WAYS TO IMPROVE SERVICES THAT LEAD TO RECOVERY AND ADVANCE THE QUALITY OF LIFE FOR PERSONS WITH SUBSTANCE USE DISORDERS AND SERIOUS MENTAL ILLNESS. THE BEHAVIORAL HEALTH TEAM HAS WORKED WITH FEDERAL, STATE, COUNTY, PROVIDERS AND FOUNDATION PARTNERS OVER THE YEARS IN A WIDE RANGE OF PROJECTS THAT HAVE FOCUSED ON NEEDS ASSESSMENT AND SYSTEMS PLANNING, GAP ANALYSIS, POLICY PLANNING AND ANALYSIS, TECHNICAL ASSISTANCE AND TRAINING, QUALITY AND PERFORMANCE INDICATORS, PROGRAM EVALUATION AND DATA ANALYSIS. THE BEHAVIORAL HEALTH STAFF HAS: CONDUCTED NEEDS ASSESSMENT TO IDENTIFY SERVICE NEEDS AT THE NATIONAL, STATE AND LOCAL LEVELS; IDENTIFIED, IMPLEMENTED AND EVALUATED EVIDENCE-BASED PRACTICES AND PROMISING PRACTICES IN THE AREAS OF HOUSING, EMPLOYMENT, CASE MANAGEMENT, INTEGRATED SERVICES, PEER-OPERATED SERVICES, ETC.; EVALUATED THE CULTURAL COMPETENCY OF SERVICES; DEVELOPED COMPUTERIZED BUDGET SIMULATION AND RESOURCE ALLOCATION MODELS FOR PROJECTING THE COSTS AND POTENTIAL COST OFFSETS OF IMPLEMENTING JAIL OR PRISON DIVERSION PROGRAMS FOR OFFENDERS WITH MENTAL ILLNESS; AND HAVE CONDUCTED SYNTHETIC ESTIMATIONS AND OTHER TECHNIQUES TO ASSIST STATES AND COUNTIES PREPARE FOR HEALTH CARE REFORM. THE BEHAVIORAL HEALTH TEAM ALSO WORKS WITH HEALTH DATA IN BUILDING DATA WAREHOUSES AND WORKING WITH STATES ON USING THIS DATA TO TRACK UTILIZATION, COST AND MONITORING QUALITY. FUNDING FOR PROJECTS OF THE BEHAVIORAL HEALTH TEAM HAS COME FROM THREE CENTERS OF THE SUBSTANCE ABUSE AND MENTAL HEALTH SERVICES ADMINISTRATION (CENTER FOR MENTAL HEALTH SERVICES, CENTER FOR SUBSTANCE ABUSE PREVENTION, AND CENTERS FOR SUBSTANCE ABUSE TREATMENT), CENTER FOR MEDICARE AND MEDICAID SERVICES ("CMS"), FOUNDATIONS, STATES, COUNTIES AND LOCAL PROVIDERS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2337303 | Expense |
| Grants | 0 | Grants |
| Revenue | 2488675 | Revenue |
| Description | INTELLECTUAL AND DEVELOPMENTAL DISABILITIES:HSRI HAS BEEN INVOLVED IN THE FIELD OF DEVELOPMENTAL DISABILITIES SINCE THE ORGANIZATION'S INCEPTION IN 1976. THE INSTITUTE'S WORK HAS TRACKED THE IMPORTANT AND HISTORIC CHANGES THAT HAVE TAKEN PLACE DURING THAT TIME INCLUDING THE MOVEMENT OF PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES OUT OF PUBLIC INSTITUTIONS, THE USE OF MEDICAID WAIVER FUNDS TO LEVERAGE THAT TRANSITION, THE CREATION OF COMMUNITY SUPPORTS, THE GROWTH OF THE FAMILY SUPPORT MOVEMENT, THE EXPANSION OF QUALITY ASSURANCE AND IMPROVEMENT SYSTEMS, SUPPORT FOR THE EXPANDING SELF-ADVOCACY MOVEMENT, AND THE PRESS FOR SELF-DETERMINATION.HSRI HAS STRONG COLLABORATIONS WITH NATIONALLY RECOGNIZED ORGANIZATIONS INCLUDING OUR PARTNERSHIP WITH THE NATIONAL ASSOCIATION OF DIRECTORS OF DEVELOPMENTAL DISABILITIES TO SUPPORT THE NATIONAL CORE INDICATORS AN OUTCOME MEASUREMENT SYSTEM THAT SPANS MORE THAN 40 STATES. THE INSTITUTE ALSO PARTNERS WITH ACADEMIC INSTITUTIONS INCLUDING THAT INSTITUTE ON COMMUNITY INCLUSION AT THE UNIVERSITY OF MASSACHUSETTS AS WELL AS THE RESEARCH AND TRAINING CENTER ON COMMUNITY INTEGRATION AT THE UNIVERSITY OF MINNESOTA.FINALLY, HSRI WORKS WITH A NUMBER OF STATE ID/DD AGENCIES AROUND THE COUNTRY TO ASSIST IN DEVELOPING RESOURCE ALLOCATION STRATEGIES THAT MORE CLOSELY ALIGN WITH THE FUNCTIONAL NEEDS OF INDIVIDUALS RECEIVING WAIVER AND OTHER MEDICAID SERVICES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1245793 | Expense |
| Grants | 0 | Grants |
| Revenue | 1289921 | Revenue |
| Description | CHILD AND FAMILY SERVICES:THE CHILD AND FAMILY SERVICES ("CFS") TEAM AT HSRI PROVIDES PROGRAM EVALUATION, CONSULTATION, TRAINING AND TECHNICAL ASSISTANCE TO CHILD-SERVING AGENCIES WITH THE ULTIMATE GOAL OF PROMOTING BEST PRACTICES AMONG SUCH AGENCIES. WE WORK CLOSELY WITH REPRESENTATIVES FROM ALL LEVELS OF THE PUBLIC SECTOR (FEDERAL, STATE, AND LOCAL OFFICIALS) TO DESIGN, IMPLEMENT, AND REPORT THE FINDINGS FOR EACH OF OUR INDIVIDUAL PROJECTS. WHILE MANY OF OUR PROJECTS EXAMINE CHILD WELFARE SERVICE SYSTEMS, WE ALSO HAVE SIGNIFICANT EXPERIENCE IN OTHER HUMAN SERVICE AREAS WHICH INTERSECT WITH THIS POPULATION; IN PARTICULAR, WE HAVE WORKED CLOSELY WITH AGENCIES TO HELP UNDERSTAND SERVICES AVAILABLE TO CHILDREN AND FAMILIES WITH DEVELOPMENTAL DISABILITIES, MENTAL HEALTH, AND SUBSTANCE ABUSE ISSUES. WHATEVER OUR AUDIENCE MAY BE, WE USE THE SAME BASIC APPROACH OF STRONG COMMUNICATION AND COLLABORATION TO ENSURE THAT OUR WORK IS GROUNDED IN THE REALITY OF THE CURRENT SERVICE ENVIRONMENT AS EXPERIENCED BY CHILDREN AND FAMILIES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 5298481 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | 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 | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | 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 | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | 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 |
| Number Of Employees | 73 | 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 | 0 | QuidProQuoContributions |
| 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 | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | 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 | OR | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNA EDWARDS FINANCIAL MANAGER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6178760426 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2336 MASSACHUSETTS AVENUE | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02140 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| VALERIE J BRADLEY | |||||||
| PRESIDENT | 40.00 | X | X | 177845 | 0 | 10002 | |
| VIRGINIA MULKERN PHD | |||||||
| SENIOR VICE PRESIDENT | 40.00 | X | X | 168668 | 0 | 15172 | |
| JOHN AGOSTA PHD | |||||||
| SENIOR V.P. & TREASURER | 40.00 | X | X | 150566 | 0 | 17863 | |
| H STEPHEN LEFF PHD | |||||||
| CLERK/SECRETARY | 40.00 | X | X | 95519 | 0 | 39918 | |
| DAVID HUGHES | |||||||
| V.P. OF OPERATIONS | 40.00 | X | X | 114458 | 0 | 7333 | |
| DAVID NETHAWAY | |||||||
| V.P. OF TECHNOLOGY | 40.00 | X | X | 93740 | 0 | 15452 | |
| JOHN H NOBLE JR PHD | |||||||
| MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| PETER WILLIAMS PHD | |||||||
| MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| JOSEPH BEVILACQUA PHD | |||||||
| MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| BERYL RADIN | |||||||
| MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| SUSAN M HAVERCAMP PHD | |||||||
| MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| CATHY FICKER TERRILL | |||||||
| MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| LIZ OBERMAYER WEINTRAUB | |||||||
| MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| ALAN R RABIDEAU | |||||||
| MEMBER | 0.30 | X | 0 | 0 | 0 | ||
| NILUFER ISVAN | |||||||
| SENIOR RESEARCH FELLOW | 40.00 | 115586 | 0 | 12187 | X | ||
| MADELEINE KIMMICH | |||||||
| SENIOR RESEARCH FELLOW | 36.00 | 103507 | 0 | 14586 | X | ||
| SARAH TAUB | |||||||
| SENIOR POLICY SPECIALIST | 40.00 | 105867 | 0 | 6844 | X | ||
| LILIA JEANETTE TENINTY | |||||||
| SENIOR POLICY SPECIALIST | 40.00 | 111367 | 0 | 16319 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1237123 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 155676 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | 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 |
|---|---|---|---|---|---|
| WESTAT | |||||
| PO BOX 1004 | ROCKVILLE | MD | 20850 | PROGRAM CONSULTANT | 257432 |
| NORC | |||||
| UNIV OF CHICAGO 55 EAST MONROE STR | CHICAGO | IL | 60603 | PROGRAM CONSULTANT | 238500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Government Grants | 685381 | GovernmentGrants |
| Total Contributions | 685381 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONTRACTED RESEARCH | Description |
| Business Code | 541900 | BusinessCode |
| Total Revenue Column | 5144134 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5144134 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5144134 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8795 | TotalRevenueColumn |
| Exclusion | $8,795 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 10316 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10316 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 10316 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5848626 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5154450 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $8,795 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 865418 | Total |
| Program Services | 525839 | ProgramServices |
| Management And General | 339579 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1976001 | Total |
| Program Services | 1933208 | ProgramServices |
| Management And General | 42793 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 840425 | Total |
| Program Services | 750606 | ProgramServices |
| Management And General | 89819 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 268038 | Total |
| Program Services | 233324 | ProgramServices |
| Management And General | 34714 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3667 | Total |
| Management And General | 3667 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26586 | Total |
| Management And General | 26586 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1326366 | Total |
| Program Services | 1281575 | ProgramServices |
| Management And General | 44791 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143383 | Total |
| Program Services | 102227 | ProgramServices |
| Management And General | 41156 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70953 | Total |
| Program Services | 21650 | ProgramServices |
| Management And General | 49303 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 204694 | Total |
| Program Services | 188586 | ProgramServices |
| Management And General | 16108 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 281385 | Total |
| Program Services | 243863 | ProgramServices |
| Management And General | 37522 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33239 | Total |
| Program Services | 4901 | ProgramServices |
| Management And General | 28338 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14695 | Total |
| Program Services | 12702 | ProgramServices |
| Management And General | 1993 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9351 | Total |
| Management And General | 9351 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| STAFF DEVELOPMENT AND E | 48177 | 48177 |
| MISCELLANEOUS EXPENSE | 5026 | 5026 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6117404 | Total |
| Program Services | 5298481 | ProgramServices |
| Management And General | 818923 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 492255 | BOY |
| EOY | 448935 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1253507 | BOY |
| EOY | 689693 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1648947 | BOY |
| EOY | 1191024 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16372 | BOY |
| EOY | 8930 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 97319 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 91911 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3527 | BOY |
| EOY | 5408 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99729 | BOY |
| EOY | 380459 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8111 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48341 | BOY |
| EOY | 18341 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3570789 | BOY |
| EOY | 2742790 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 696935 | BOY |
| EOY | 333137 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 513792 | BOY |
| EOY | 345185 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1210727 | BOY |
| EOY | 678322 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2360062 | BOY |
| EOY | 2064468 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2360062 | BOY |
| EOY | 2064468 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3570789 | BOY |
| EOY | 2742790 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -268778 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -26816 | ReconciliationUnrealizedInvest |
| 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 | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 981566 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1530202 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 892093 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 896134 | CurrentTaxYearMinus1Year |
| Current Tax Year | 685381 | CurrentTaxYear |
| Total | 4985376 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6753061 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9889005 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12802137 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10062753 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5144134 | CurrentTaxYear |
| Total | 44651090 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7734627 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11419207 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13694230 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10958887 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5829515 | CurrentTaxYear |
| Total | 49636466 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 49636466 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13709 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3672 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1680 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5929 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1174 | CurrentTaxYear |
| Total | 26164 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13709 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3672 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1680 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5929 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1174 | CurrentTaxYear |
| Total | 26164 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 28274 | CurrentTaxYearMinus2Years |
| Current Tax Year | 10316 | CurrentTaxYear |
| Total | 38590 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7748336 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11422879 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13724184 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10964816 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5841005 | CurrentTaxYear |
| Total | 49701220 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99870 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99890 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00050 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00060 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 50476 | OtherCostOrOtherBasis |
| Depreciation | 50476 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34742 | OtherCostOrOtherBasis |
| Depreciation | 29334 | Depreciation |
| Book Value | 5408 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12101 | OtherCostOrOtherBasis |
| Depreciation | 12101 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5408 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADVANCE BILLINGS ON CONTRACTS | Description |
| Amount | $345,185 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 345185 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 5821810 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -26816 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -26816 | RevenueNotRptdF990 |
| Revenue Subtotal | 5848626 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5848626 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6117404 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6117404 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6117404 | 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 | TAX POSITION: THE ORGANIZATION CURRENTLY EVALUATES ALL TAX POSITIONS, AND MAKES A DETERMINATION REGARDING THE LIKELIHOOD OF THOSE POSITIONS BEING UPHELD UNDER REVIEW. THE PRIMARY TAX POSITIONS MADE BY THE ORGANIZATION ARE THE EXISTENCE OF UNRELATED BUSINESS INCOME TAX AND THE ORGANIZATION'S STATUS AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. FOR THE YEARS PRESENTED, THE ORGANIZATION HAS NOT RECOGNIZED ANY TAX BENEFITS OR LOSS CONTINGENCIES FOR UNCERTAIN TAX POSITIONS BASED ON THIS EVALUATION. ALL TAX PERIODS PRIOR TO FY 2010 ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VALERIE J BRADLEY | ||||||||||||||
| PRESIDENT | 177845 | 0 | 0 | 0 | 0 | 0 | 9126 | 0 | 876 | 0 | 187847 | 0 | 0 | 0 |
| VIRGINIA MULKERN PHD | ||||||||||||||
| SENIOR VICE PRESIDENT | 168668 | 0 | 0 | 0 | 0 | 0 | 8943 | 0 | 6229 | 0 | 183840 | 0 | 0 | 0 |
| JOHN AGOSTA PHD | ||||||||||||||
| SENIOR V.P. & TREASURER | 150566 | 0 | 0 | 0 | 0 | 0 | 7951 | 0 | 9912 | 0 | 168429 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VJS ASSOCIATES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | OFFICE RENTAL | Relationship |
| Amount Of Transaction | 92004 | AmountOfTransaction |
| Description Of Transaction | HSRI LEASES OFFICE SPACE IN CAMBRIDGE, MA FROM VJS ASSOCIATES UNDER A NON-CANCELABLE OPERATING LEASE. VJS ASSOCIATES IS A RELATED PARTY, CONTROLLED BY HSRI'S SENIOR MANAGEMENT. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY THE EXTERNAL AUDITORS AND REVIEWED BY MANAGEMENT AND THE BOARD. REVISIONS, CORRECTIONS, ETC. ARE MADE AS NECESSARY. ONCE ALL ARE SATISFIED WITH THE FORM, IT IS FINALIZED AND A COPY IS SENT TO ALL BOARD MEMBERS. A REVIEW IS CONDUCTED AT A BOARD OF TRUSTEES MEETING PRIOR TO FILING WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL CORPORATE OFFICERS AND BOARD MEMBERS ARE REQUIRED TO SIGN AND UPDATE PERIODICALLY, A CONFLICT OF INTEREST CERTIFICATE AND DISCLOSURE FORM. EACH TIME A STAFF PERSON RECEIVES ANYTHING OF VALUE AS PART OF THEIR WORK, THEY ARE REQUIRED TO DISCLOSE THE FOLLOWING TO THEIR SUPERVISOR: 1. THE NAME OF THE PERSON GIVING THE GIFT. 2. THE NATURE OF THE GIFT. 3. THE VALUE OF THE GIFT. 4. THE CIRCUMSTANCES SURROUNDING THE RECEIPT OF THE GIFT. IF QUESTIONS ARISE CONCERNING A POSSIBLE CONFLICT OF INTEREST, EMPLOYEES ARE EXPECTED TO REQUEST ADVICE FROM THEIR SUPERVISOR. | |
| FORM 990, PART VI, SECTION B, LINE 15 | EVERY THREE YEARS THE ORGANIZATION USES AN OUTSIDE CONSULTING FIRM TO REVIEW THE SALARIES OF ALL EMPLOYEES INCLUDING CORPORATE STAFF AND KEY EMPLOYEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE AT THE SECRETARY OF STATE'S OFFICE. THE ANNUAL FINANCIAL STATEMENTS ARE INCLUDED IN THE ANNUAL FILING WITH THE STATE ATTORNEY GENERAL AND ARE AVAILABLE FOR PUBLIC INSPECTION AT THAT OFFICE. THEY ARE ALSO AVAILABLE ON GUIDESTAR. THE ORGANIZATION DOES NOT MAKE ITS BY-LAWS OR ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC AS IT DOES NOT BELIEVE THAT A PUBLIC PURPOSE WOULD BE SERVED BY DOING SO. | |
| FORM 990, PART IX, LINE 11G | SUBCONTRACTORS AND CONSULTANTS: PROGRAM SERVICE EXPENSES 1,281,575. MANAGEMENT AND GENERAL EXPENSES 20,199. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,301,774. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 24,592. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,592. | OTHER FEES |
Comments