CENTER FOR EFFECTIVE PHILANTHROPY INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CENTER FOR EFFECTIVE PHILANTHROPY INC (EIN 04-3523528)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201411339349302996
- 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 | 2014-05-13T12:45:31-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203985546 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON O'CONNOR FERON & CARUCCI LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 AUDUBON ROAD STE 104 | AddressLine1 |
| City | WAKEFIELD | City |
| State | MA | State |
| ZIP Code | 01880 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043523528 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CENTER FOR EFFECTIVE PHILANTHROPY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CENT | BusinessNameControlTxt |
| Phone | 6174920800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 MASSACHUSETTS AVE STE 7 | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 021393309 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHIL BUCHANAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6174920800 | PhoneNum |
| Signature | 2014-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SEAN DONLAN | PreparerPersonNm |
| PTIN | P00300343 | PTIN |
| Phone | 7819143400 | PhoneNum |
| Preparation | 2014-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PHIL BUCHANAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 MASSACHUSETTS AVENUE | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 021393309 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,294,632 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EFFECTIVEPHILANTHROPY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | CEP'S MISSION IS TO PROVIDE DATA AND CREATE INSIGHT SO PHILANTHROPIC FUNDERS CAN BETTER DEFINE, ASSESS, AND IMPROVE THEIR EFFECTIVENESS - AND, AS A RESULT, THEIR INTENDED IMPACT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 43 | TotalEmployeeCnt |
| Total Volunteers | 45 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,410,285 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,631,618 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,170,504 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,321,998 | CYProgramServiceRevenueAmt |
| PY Investment Income | $39,254 | PYInvestmentIncomeAmt |
| CY Investment Income | $35,395 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $9,620,043 | PYTotalRevenueAmt |
| CY Total Revenue | $4,989,011 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,160,268 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,548,309 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $97,928 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,954,248 | PYOtherExpensesAmt |
| CY Other Expenses | $2,078,260 | CYOtherExpensesAmt |
| PY Total Expenses | $6,114,516 | PYTotalExpensesAmt |
| CY Total Expenses | $6,626,569 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,505,527 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,637,558 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,068,151 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,142,303 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $701,701 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $453,405 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,366,450 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,688,898 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CEP'S MISSSION IS TO PROVIDE DATA AND CREATE INSIGHT SO PHILANTHROPIC FUNDERS CAN BETTER DEFINE, ASSESS, AND IMPROVE THEIR EFFECTIVENESS - AND, AS A RESULT, THEIR INTENDED IMPACT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,314,640 | ExpenseAmt |
| Revenue | $2,305,377 | RevenueAmt |
| Desc | THE CENTER FOR EFFECTIVE PHILANTHROPY (CEP) PURSUES ITS MISSION THROUGH DATA COLLECTION AND RESEARCH THAT FUELS THE CREATION OF ASSESSMENT TOOLS, PUBLICATIONS, AND PROGRAMMING. IN 2013, CEP CONDUCTED STUDIES THAT RESULTED IN THE REPORTS, "HOW FAR HAVE WE COME? FOUNDATION CEOS ON PROGRESS AND IMPACT," NONPROFIT CHALLENGES: WHAT FOUNDATIONS CAN DO," "WORKING WELL WITH GRANTEES: A GUIDE FOR FOUNDATION PROGRAM STAFF," AND "FOUNDATION TRANSPARENCY: WHAT FOUNDATIONS WANT." CEP DELIVERED 64 ASSESSMENT TOOLS TO FOUNDATIONS AND GRANTMAKERS IN 2013, INCLUDING THE GRANTEE PERCEPTION REPORT (GPR), THE APPLICANT PERCEPTION REPORT (APR), THE STAFF PERCEPTION REPORT (SPR), THE STAKEHOLDER ASSESSMENT REPORT (STAR), AND THE THE DONOR PERCEPTION REPORT (DPR). IN ADDITION, CEP CONTINUED ITS WORK IMPLEMENTING THE BENEFICIARY PERCEPTION REPORT VIA THE YOUTHTRUTH PROJECT, COLLECTING COMPARATIVE FEEDBACK FROM TENS OF THOUSANDS OF STUDENTS ABOUT THEIR RELATIVE EXPERIENCES. CEP HOSTED ITS BIENNIAL, NATIONAL CONFERENCE WHICH DREW MORE THAN 250 FOUNDATIONS LEADERS. CEP STAFF ALSO PARTICIPATED IN A NUMBER OF SPEAKING ENGAGEMENTS AND RELEASED NUMEROUS COMMUNICATIONS VIA ITS BLOG, E-NEWSLETTER, AND VARIOUS TRADITIONAL PRESS AND SOCIAL MEDIA OUTLETS. FINALLY, CEP DEVELOPED A NEW STRATEGIC PLAN FOR 2014-2015. | Desc |
| Total Program Service Expenses | $5,314,640 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 43 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL J HEGGARTY | PersonNm |
| Phone | 6174920800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 MASSACHUSETTS AVENUE SUITE 700 | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 021393309 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| KATHRYN MERCHANT | |||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TIFFANY COOPER GUEYE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| M CHRISTINE DEVITA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CRYSTAL HAYLING | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE JAMES-BROWN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES KNICKMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GRANT OLIPHANT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTY PICHEL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NADYA SHMAVONIAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VINCE STEHLE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE WARHOVER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MENDI BLUE | |||||||
| MANAGER | 50.00 | $136,225 | $0 | $10,510 | Yes (X) | ||
| KEVIN BOLDUC | |||||||
| VP, ASSESSMENT TOOLS | 50.00 | $177,868 | $0 | $25,540 | Yes (X) | ||
| AMBER BRADLEY | |||||||
| DIRECTOR, ASSESSMENT TOOLS | 50.00 | $113,867 | $0 | $18,596 | Yes (X) | ||
| PHIL BUCHANAN | |||||||
| PRESIDENT | 50.00 | Yes (X) | $385,119 | $0 | $47,756 | Yes (X) | |
| ELLIE BUTEAU | |||||||
| VICE PRESIDENT, RESEARCH | 50.00 | $164,701 | $0 | $15,834 | Yes (X) | ||
| ALYSE D'AMICO | |||||||
| SPECIAL ASSISTANT TO THE P | 30.00 | $55,368 | $0 | $2,765 | Yes (X) | ||
| PAUL J HEGGARTY | |||||||
| VICE PRESIDENT, FINANCE | 50.00 | $182,393 | $0 | $17,153 | Yes (X) | ||
| BRIAN HUGHES | |||||||
| DIRECTOR OF TALENT AND ADM | 50.00 | $114,089 | $0 | $19,096 | Yes (X) | ||
| AUSTIN LONG | |||||||
| MANAGER | 50.00 | $122,096 | $0 | $14,751 | Yes (X) | ||
| GRACE NICOLETTE | |||||||
| MANAGER | 50.00 | $119,693 | $0 | $10,223 | Yes (X) | ||
| MARK RUSSELL | |||||||
| DIRECTOR, COMMUNICATIONS & PROGRAMMING | 50.00 | $142,390 | $0 | $15,322 | Yes (X) | ||
| MARNY SUMRALL | |||||||
| EXECUTIVE DIRECTOR, YOUTHTRUTH | 50.00 | $172,370 | $0 | $32,955 | Yes (X) | ||
| JENNIFER WILKA | |||||||
| MANAGER | 50.00 | $119,128 | $0 | $10,113 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,005,307 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $240,614 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BOSTON IT SERVICES | |||||
| 711 ATLANTIC AVENUE | BOSTON | MA | 02111 | TECH SUPPORT | $132,740 |
| LFA | |||||
| 170 CAPP STREET SUITE C | SAN FRANCISCO | CA | 94110 | BUSINESS CONSULTANT | $104,320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,631,618 | AllOtherContributionsAmt |
| Total Contributions | $2,631,618 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| ASSESSMENT TOOLS | 541900 | $2,072,398 | $2,072,398 | $0 | $0 |
| CONFERENCE REGISTRATIO | 541610 | $237,150 | $237,150 | $0 | $0 |
| SPEAKING FEE | 541610 | $12,450 | $12,450 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,321,998 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,016 | TotalRevenueColumnAmt |
| Exclusion | $52,016 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $289,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $305,621 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$16,621 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$16,621 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$16,621 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,989,011 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,305,377 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $52,016 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,394,298 | TotalAmt |
| Program Services | $1,157,268 | ProgramServicesAmt |
| Management And General | $209,145 | ManagementAndGeneralAmt |
| Fundraising | $27,885 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,335,469 | TotalAmt |
| Program Services | $1,949,223 | ProgramServicesAmt |
| Management And General | $344,083 | ManagementAndGeneralAmt |
| Fundraising | $42,163 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,083 | TotalAmt |
| Program Services | $128,719 | ProgramServicesAmt |
| Management And General | $23,262 | ManagementAndGeneralAmt |
| Fundraising | $3,102 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,887 | TotalAmt |
| Program Services | $320,184 | ProgramServicesAmt |
| Management And General | $56,682 | ManagementAndGeneralAmt |
| Fundraising | $7,021 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,572 | TotalAmt |
| Program Services | $232,853 | ProgramServicesAmt |
| Management And General | $41,468 | ManagementAndGeneralAmt |
| Fundraising | $5,251 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,320 | TotalAmt |
| Program Services | $17,668 | ProgramServicesAmt |
| Management And General | $3,652 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,813 | TotalAmt |
| Management And General | $30,813 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574,286 | TotalAmt |
| Program Services | $278,346 | ProgramServicesAmt |
| Management And General | $294,984 | ManagementAndGeneralAmt |
| Fundraising | $956 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,116 | TotalAmt |
| Program Services | $9,617 | ProgramServicesAmt |
| Management And General | $1,499 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,791 | TotalAmt |
| Program Services | $55,109 | ProgramServicesAmt |
| Management And General | $10,234 | ManagementAndGeneralAmt |
| Fundraising | $448 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,769 | TotalAmt |
| Program Services | $124,939 | ProgramServicesAmt |
| Management And General | $63,712 | ManagementAndGeneralAmt |
| Fundraising | $1,118 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,459 | TotalAmt |
| Program Services | $335,153 | ProgramServicesAmt |
| Management And General | $47,731 | ManagementAndGeneralAmt |
| Fundraising | $4,575 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,892 | TotalAmt |
| Program Services | $131,977 | ProgramServicesAmt |
| Management And General | $9,893 | ManagementAndGeneralAmt |
| Fundraising | $22 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,389 | TotalAmt |
| Program Services | $144,389 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,553 | TotalAmt |
| Program Services | $107,141 | ProgramServicesAmt |
| Management And General | $12,239 | ManagementAndGeneralAmt |
| Fundraising | $1,173 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $102,649 | $85,367 | $15,982 | $1,300 |
| MEALS & ENTERTAINMENT | $77,010 | $65,536 | $11,237 | $237 |
| EQUIPMENT RENTAL | $63,668 | $55,372 | $7,570 | $726 |
| PRINTING | $49,662 | $42,249 | $7,351 | $62 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,883 | TotalAmt |
| Program Services | $73,530 | ProgramServicesAmt |
| Management And General | $22,464 | ManagementAndGeneralAmt |
| Fundraising | $1,889 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,626,569 | TotalAmt |
| Program Services | $5,314,640 | ProgramServicesAmt |
| Management And General | $1,214,001 | ManagementAndGeneralAmt |
| Fundraising | $97,928 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,269,307 | BOYAmt |
| EOY | $690,757 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,707,508 | BOYAmt |
| EOY | $3,652,412 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,389,583 | BOYAmt |
| EOY | $1,103,750 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $435,219 | BOYAmt |
| EOY | $219,972 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,030 | BOYAmt |
| EOY | $64,105 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,046,552 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $676,115 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,634 | BOYAmt |
| EOY | $370,437 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,870 | BOYAmt |
| EOY | $40,870 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,068,151 | BOYAmt |
| EOY | $6,142,303 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,999 | BOYAmt |
| EOY | $275,155 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $387,702 | BOYAmt |
| EOY | $178,250 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $701,701 | BOYAmt |
| EOY | $453,405 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,264,229 | BOYAmt |
| EOY | $3,459,422 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,102,221 | BOYAmt |
| EOY | $2,229,476 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,366,450 | BOYAmt |
| EOY | $5,688,898 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,068,151 | BOYAmt |
| EOY | $6,142,303 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,637,558 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$39,994 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,677,984 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,592,467 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,227,983 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,410,285 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,631,618 | CurrentTaxYearAmt |
| Total | $15,540,337 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,771,181 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,154,292 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,990,787 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,170,504 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,321,999 | CurrentTaxYearAmt |
| Total | $15,408,763 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,449,165 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,746,759 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,218,770 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,580,789 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,953,617 | CurrentTaxYearAmt |
| Total | $30,949,100 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,332,333 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,617,471 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,733,450 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,074,698 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $523,817 | CurrentTaxYearAmt |
| Total | $6,281,769 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,332,333 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,617,471 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,733,450 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,074,698 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $523,817 | CurrentTaxYearAmt |
| Total | $6,281,769 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $24,667,331 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,886 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,814 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,186 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,859 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,019 | CurrentTaxYearAmt |
| Total | $237,764 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,886 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,814 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,186 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,859 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,019 | CurrentTaxYearAmt |
| Total | $237,764 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,505,051 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,800,573 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,250,956 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,624,648 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,005,636 | CurrentTaxYearAmt |
| Total | $31,186,864 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.79100 | PublicSupportCY509Pct |
| Public Support PY509 | 0.79840 | PublicSupportPY509Pct |
| Investment Income CY | 0.00760 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00830 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $225,444 | OtherCostOrOtherBasisAmt |
| Depreciation | $225,444 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $821,108 | OtherCostOrOtherBasisAmt |
| Depreciation | $450,671 | DepreciationAmt |
| Book Value | $370,437 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $370,437 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $4,953,616 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$35,395 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$35,395 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,989,011 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,989,011 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,626,569 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,626,569 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,626,569 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KEVIN BOLDUC | ||||||||||||||
| VP, ASSESSMENT TOOLS | $152,562 | $0 | $25,306 | $0 | $0 | $0 | $8,047 | $0 | $18,687 | $0 | $204,602 | $0 | $0 | $0 |
| PHIL BUCHANAN | ||||||||||||||
| PRESIDENT | $325,637 | $0 | $59,482 | $0 | $0 | $0 | $22,000 | $0 | $27,376 | $0 | $434,495 | $0 | $0 | $0 |
| ELLIE BUTEAU | ||||||||||||||
| VICE PRESIDENT, RESEARCH | $136,167 | $0 | $28,534 | $0 | $0 | $0 | $7,263 | $0 | $9,628 | $0 | $181,592 | $0 | $0 | $0 |
| PAUL J HEGGARTY | ||||||||||||||
| VICE PRESIDENT, FINANCE | $156,705 | $0 | $25,688 | $0 | $0 | $0 | $8,582 | $0 | $9,781 | $0 | $200,756 | $0 | $0 | $0 |
| MARK RUSSELL | ||||||||||||||
| DIRECTOR, COMMUNICATIONS & PROGRAMMI | $142,390 | $0 | $0 | $0 | $0 | $0 | $934 | $0 | $15,079 | $0 | $158,403 | $0 | $0 | $0 |
| MARNY SUMRALL | ||||||||||||||
| EXECUTIVE DIRECTOR, YOUTHTRUTH | $147,387 | $0 | $24,983 | $0 | $0 | $0 | $6,199 | $0 | $32,933 | $0 | $211,502 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PAID MENDI BLUE THE AMOUNT OF $55,277 AND MARK RUSSELL THE AMOUNT OF $49,354. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | CEP STAFF DISTRIBUTES THE DRAFT 990 TO ALL BOARD MEMBERS. IN PARTICULAR, THE BOARD CHAIR, THE FINANCE COMMITTEE CHAIR, AND THE COMPENSATION COMMITTEE CHAIR ARE ASKED TO REVIEW AND APPROVE PRIOR TO FILING. ANY CONCERNS ARE BROUGHT TO THE ATTENTION OF CEP'S VP OF FINANCE FOR DISCUSSION AND RESOLUTION. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, EACH BOARD MEMBER AND KEY EMPLOYEE COMPLETES, SIGNS, AND DELIVERS TO THE PRESIDENT AN ANNUAL AFFILIATION DISCLOSURE STATEMENT NAMING ANY AFFILIATION WITH CEP'S COMPETING/COLLABORATING ORGANIZATIONS, VENDORS AND CONSULTANTS. ALL RESPONSES ARE REVIEWED BY THE BOARD OF DIRECTORS' CLERK AND CEP'S VP, FINANCE. ANY RESPONSES RAISING CONCERN ARE BROUGHT TO THE ATTENTION OF THE PRESIDENT, AND, IN THE CASE OF BOARD MEMBERS OR THE PRESIDENT, TO THE CHAIR OF THE BOARD GOVERNANCE COMMITTEE TO BE ADDRESSED AND RESOLVED IN COMPLIANCE WITH POLICY REGARDING CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | CEP ENGAGES THE SERVICES OF INDEPENDENT COMPENSATION CONSULTANTS TO REVIEW ITS COMPENSATION APPROACH AND STRUCTURE FOR ALL POSITIONS (EXCLUDING THE PRESIDENT) ON A THREE YEAR INTERVAL AND FOR NEW POSITIONS AS NECESSARY. CEP ENGAGES THE SERVICES OF INDEPENDENT COMPENSATION CONSULTANTS TO REVIEW ITS COMPENSATION APPROACH AND STRUCTURE FOR THE PRESIDENT EVERY SEVERAL YEARS AS DETERMINED BY THE COMPENSATION COMMITTEE OF THE BOARD. THE CONSULTANTS COMPILE AND ANALYZE SALARY DATA FOR POSTIONS COMPARABLE (BASED ON SCOPE OF RESPONSIBILITIES, MANAGEMENT AUTHORITY AND ORGANIZATION REVENUES) TO THE POSTIONS OF CEP EMPLOYEES, UTILIZING PUBLISHED SURVEY RESOURCES AND MARKET ANALYSES, DATA FROM THEIR OWN CLIENT DATABASE, AND, AS AVAILABLE, DATA REPORTED IN IRS FORMS 990 FOR ORGANIZATIONS PROVIDING SIMILAR SERVICES. AS PART OF THE PROCESS, THE CONSULTANTS OFTEN INTERVIEW EMPLOYEES TO GAIN A MORE COMPLETE UNDERSTANDING OF THEIR POSITIONS. FOR THE PRESIDENT: THE INDEPENDENT CONSULTANTS PREPARE REPORTS SUMMARIZING THEIR METHODOLOGY, FINDINGS, AND RECOMMENDATIONS WITH REGARD TO COMPENSATION AND REVIEW THE REPORTS WITH THE COMPENSATION COMMITTEE OF THE BOARD, AND, AS APPROPRIATE, WITH CEP'S VP, FINANCE, AND DIRECTOR OF TALENT AND ADMINISTRATION. THE REPORTS INFORM THE COMPENSATION COMMITTEE'S REVIEW AND DISCUSSION OF THE PRESIDENT'S COMPENSATION. DOCUMENTATION OF THE COMPENSATION COMMITTEE DISCUSSION AND THE DECISION REGARDING THE COMPENSATION OF THE PRESIDENT IS CAPTURED, MAINTAINED AND COMMUNICATED TO THE VP, FINANCE, AND DIRECTOR OF TALENT AND ADMINISTRATION. IN 2013, THE COMPENSATION COMMITTEE INSTRUCTED STAFF TO CONDUCT AN INTERNAL ANALYSIS OF CEP'S COMPENSATION APPROACH AND STRUCTURE FOR THE PRESIDENT COMPARED TO THE PEER GROUP ORGANIZATIONS ESTABLISHED BY THE COMPENSATION COMMITTEE FOR THE 2011 BENCHMARK STUDY. STAFF COMPILED AND ANALYZED SALARY DATA FOR THE PRESIDENTS OF THESE ORGANIZATIONS AS REPORTED IN THE IRS FORMS 990 FOR THE ORGANIZATIONS. FINDINGS WERE SHARED WITH THE COMPENSATION COMMITTEE AND INFORMED THE COMPENSATION COMMITTEE'S REVIEW AND DISCUSSION OF THE PRESIDENT'S COMPENSATION. DOCUMENTATION OF THE COMPENSATION COMMITTEE DISCUSSION AND THE DECISION REGARDING THE COMPENSATION OF THE PRESIDENT WAS CAPTURED, MAINTAINED AND COMMUNICATED TO THE VP, FINANCE, AND DIRECTOR OF TALENT AND ADMINISTRATION. FOR OFFICERS/KEY EMPLOYEES: THE INDEPENDENT CONSULTANTS PREPARE REPORTS SUMMARIZING THEIR METHODOLOGY, FINDINGS, AND RECOMMENDATIONS WITH REGARD TO COMPENSATION AND REVIEW THE REPORTS WITH CEP'S PRESIDENT, AND, AS APPROPRIATE, WITH THE VP, FINANCE, AND DIRECTOR OF TALENT AND ADMINISTRATION. THE REPORTS INFORM COMPENSATION RECOMMENDATIONS FOR KEY EMPLOYEES MADE BY THE PRESIDENT TO THE COMPENSATION COMMITTEE OF THE BOARD FOR REVIEW, DISCUSSION AND APPROVAL. DOCUMENTATION OF THE DISCUSSION AND THE DECISION REGARDING THE COMPENSATION OF THE KEY EMPLOYEE IS CAPTURED AND MAINTAINED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ALL ARE AVAILABLE UPON REQUEST. |