LEMNIS: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LEMNIS (EIN 93-0686108)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-14
- IRS object ID
- 201430459349302093
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-14T17:13:30-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910189318 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW BROADWAY 1200 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930686108 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST EVALUATION ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NORT | NameControl |
| Phone | 5036241951 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 NW EVERETT STREET | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97209 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY P STRICKLER | Name |
| Title | EXECUTIVE VP & COO | Title |
| Phone | 5036241951 | Phone |
| Date Signed | 2014-02-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WENDY CAMPOS | Name |
| PTIN | P00448102 | PTIN |
| Phone | 5032421447 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JEFFREY P STRICKLER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 NW EVERETT STREET | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 100876707 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NWEA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1977 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | PARTNERING TO HELP ALL KIDS LEARN. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 612 | TotalNbrEmployees |
| Total Nbr Volunteers | 8 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 83697130 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 100672300 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 98713 | InvestmentIncomePriorYear |
| Investment Income Current Year | 134186 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 182456 | OtherRevenuePriorYear |
| Other Revenue Current Year | 70221 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 83978299 | TotalRevenuePriorYear |
| Total Revenue Current Year | 100876707 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 78650 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 67500 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 51791377 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 57804703 | 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 | 37088582 | OtherExpensePriorYear |
| Other Expenses Current Year | 37284227 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 88958609 | TotalExpensesPriorYear |
| Total Expenses Current Year | 95156430 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4980310 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5720277 | RevenuesLessExpensesCY |
| Total Assets BOY | 84062137 | TotalAssetsBOY |
| Total Assets EOY | 85120528 | TotalAssetsEOY |
| Total Liabilities BOY | 83460487 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 78798601 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 601650 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6321927 | NetAssetsOrFundBalancesEOY |
| Mission Description | PARTNERING TO HELP ALL KIDS LEARN. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 71324616 | Expense |
| Grants | 67500 | Grants |
| Revenue | 100742521 | Revenue |
| Description | DEVELOP AND PROVIDE RESEARCH-BASED EDUCATIONAL GROWTH MEASURES, PROFESSIONAL TRAINING, CONSULTING SERVICES AND STANDARDIZED TEST SCORING TO IMPROVE TEACHING AND LEARNING FOR PUBLIC AND PRIVATE SCHOOL AGENCIES AND STAFF. | Description |
| Total Program Service Expense | 71324616 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 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 | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | 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 | 245 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 612 | 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 | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | 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 | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY P STRICKLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5036241951 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 NW EVERETT STREET | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97209 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| DR BRENDA TANNER | ||||||||
| BOARD CHAIR | 0.50 | X | X | 0 | 0 | 0 | ||
| DR JIM ANGERMEYR | ||||||||
| BOARD VICE CHAIR | 0.50 | X | X | 0 | 0 | 0 | ||
| RONALD BLOCKER | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| LYNN FIELDING | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| DARLENE HOOLEY | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| DR PHILIP STREIFER | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| DR JOSEPH WISE | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| DR KENNETH WONG | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| MATTHEW CHAPMAN | ||||||||
| PRESIDENT & CEO | 40.00 | X | 361378 | 0 | 62389 | |||
| JEFFREY STRICKLER | ||||||||
| EXECUTIVE VP & COO | 40.00 | X | 275812 | 0 | 46949 | |||
| GERI COHEN | ||||||||
| VP OF FINANCE & CFO | 40.00 | X | 163113 | 0 | 31075 | |||
| JILL HEDRICK | ||||||||
| VP OF PARTNER ACCOUNTS | 40.00 | 208977 | 0 | 40400 | X | |||
| DONNA SCHULTZ | ||||||||
| VP OF PRODUCT, ADVOCACY & MARKETING | 40.00 | 205045 | 0 | 36561 | X | |||
| RAYMOND YEAGLEY | ||||||||
| VP & CHIEF ACADEMIC OFFICER | 40.00 | 173914 | 0 | 32707 | X | |||
| ANTOINETTE JAFFE | ||||||||
| VP OF HUMAN RESOURCES | 40.00 | 159751 | 0 | 30317 | X | |||
| ANNE UDALL | ||||||||
| VP OF PROFESSIONAL DEVELOPMENT | 40.00 | 164174 | 0 | 30388 | X | |||
| JASON MENDENHALL | ||||||||
| VP OF PUBLISHING | 40.00 | 152424 | 0 | 29748 | X | |||
| EDWARD FREEMAN | ||||||||
| VP OF RESEARCH & DEVELOPMENT | 40.00 | 152783 | 0 | 25987 | X | |||
| DAVID MILLS | ||||||||
| DIRECTOR, IS DEVELOPMENT | 40.00 | 154990 | 0 | 21614 | X | |||
| JOSEPH SCHERER | ||||||||
| EXECUTIVE DIRECTOR, SUPERINTENDENT | 40.00 | 154842 | 0 | 27995 | X | |||
| VIRGINIA HOPKINS | ||||||||
| SVP INTERNATIONAL PARTNERS | 40.00 | 156473 | 0 | 6039 | X | |||
| JANICE LAROCCA | ||||||||
| SR DIRECTOR, PARTNER SUPPORT SERVICES | 40.00 | 155599 | 0 | 28804 | X | |||
| SONJA RYSKO | ||||||||
| DIRECTOR, IS QA & OPERATIONS | 40.00 | 154082 | 0 | 21614 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2793357 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 472587 | TotalOtherCompensation |
| Number Individuals GT100 K | 93 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| HOOLEY & NAITO LLC | |||||
| 6122 SW RIVERPOINT LANE | PORTLAND | OR | 97239 | GOVERNMENT RELATIONS | 202800 |
| MOSS ADAMS LLP | |||||
| 805 SW BROADWAY SUITE 1200 | PORTLAND | OR | 97205 | ACCOUNTING | 180488 |
| SALES READY GROUP LLC SARAH SEELAND | |||||
| 7931 SE 36TH AVENUE | PORTLAND | OR | 97202 | SALES CONSULTING | 133175 |
| SPOKE SOFTWARE LLC LEO BARTNIK | |||||
| 21469 SW ROELICH AVENUE | SHERWOOD | OR | 97140 | SOFTWARE CONSULTING | 125055 |
| PAT SANTONACITA | |||||
| 102 VALLEY ROAD | GLEN ROCK | NJ | 07452 | BUSINESS CONSULTING | 124605 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| LICENSING | 611710 | 86393704 | 86393704 |
| WORKSHOPS & CONSULTING | 611710 | 8128153 | 8128153 |
| SERVICE REVENUE | 611710 | 6150443 | 6150443 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 100672300 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 131987 | TotalRevenueColumn |
| Exclusion | $131,987 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 2199 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 2199 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2199 | TotalRevenueColumn |
| Exclusion | $2,199 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REIMBURSED COSTS | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 70221 | TotalRevenueColumn |
| Related Or Exempt Function Income | 70221 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 70221 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 100876707 | TotalRevenueColumn |
| Related Or Exempt Function Income | 100742521 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $134,186 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62500 | Total |
| Program Services | 62500 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5000 | Total |
| Program Services | 5000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2514295 | Total |
| Program Services | 1873002 | ProgramServices |
| Management And General | 641293 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37968050 | Total |
| Program Services | 28111916 | ProgramServices |
| Management And General | 9856134 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5396487 | Total |
| Program Services | 3993400 | ProgramServices |
| Management And General | 1403087 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8383225 | Total |
| Program Services | 6287419 | ProgramServices |
| Management And General | 2095806 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3542646 | Total |
| Program Services | 2621558 | ProgramServices |
| Management And General | 921088 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102363 | Total |
| Program Services | 102363 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89543 | Total |
| Program Services | 49249 | ProgramServices |
| Management And General | 40294 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63000 | Total |
| Program Services | 63000 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10544185 | Total |
| Program Services | 6742892 | ProgramServices |
| Management And General | 3801293 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1533766 | Total |
| Program Services | 1533766 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1355120 | Total |
| Program Services | 889100 | ProgramServices |
| Management And General | 466020 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1260560 | Total |
| Program Services | 945420 | ProgramServices |
| Management And General | 315140 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1384545 | Total |
| Program Services | 1384545 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4057231 | Total |
| Program Services | 2758917 | ProgramServices |
| Management And General | 1298314 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3567372 | Total |
| Program Services | 3310863 | ProgramServices |
| Management And General | 256509 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 984256 | Total |
| Management And General | 984256 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9647891 | Total |
| Program Services | 8683102 | ProgramServices |
| Management And General | 964789 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 435900 | Total |
| Program Services | 87180 | ProgramServices |
| Management And General | 348720 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| TRAINING & DEVELOPMENT | 962795 | 895675 | 67120 |
| DUES & SUBSCRIPTIONS | 409413 | 307060 | 102353 |
| GOVERNMENT RELATIONS | 349739 | 237823 | 111916 |
| TRAINING & DEVELOPMENT | 275734 | 187499 | 88235 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 260814 | Total |
| Program Services | 191367 | ProgramServices |
| Management And General | 69447 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95156430 | Total |
| Program Services | 71324616 | ProgramServices |
| Management And General | 23831814 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5336321 | BOY |
| EOY | 7420876 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2446875 | BOY |
| EOY | 6008750 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16763473 | BOY |
| EOY | 19895226 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1271963 | BOY |
| EOY | 1297784 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1374997 | BOY |
| EOY | 1290082 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 18266657 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 12002295 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7613916 | BOY |
| EOY | 6264362 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71161 | BOY |
| EOY | 130451 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48922235 | BOY |
| EOY | 42393401 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 261196 | BOY |
| EOY | 419596 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84062137 | BOY |
| EOY | 85120528 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11001089 | BOY |
| EOY | 9763522 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37276626 | BOY |
| EOY | 39291285 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21838059 | BOY |
| EOY | 18041114 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13344713 | BOY |
| EOY | 11702680 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83460487 | BOY |
| EOY | 78798601 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 601650 | BOY |
| EOY | 6321927 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 601650 | BOY |
| EOY | 6321927 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84062137 | BOY |
| EOY | 85120528 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 5720277 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 54078096 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 64311022 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 73405037 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 83697130 | CurrentTaxYearMinus1Year |
| Current Tax Year | 100672300 | CurrentTaxYear |
| Total | 376163585 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 54078096 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 64311022 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 73405037 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 83697130 | CurrentTaxYearMinus1Year |
| Current Tax Year | 100672300 | CurrentTaxYear |
| Total | 376163585 | 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) |
|---|---|---|
| Current Tax Year Minus4 Years | 253824 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 116545 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1493761 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 286309 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3029240 | CurrentTaxYear |
| Total | 5179679 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 253824 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 116545 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1493761 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 286309 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3029240 | CurrentTaxYear |
| Total | 5179679 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 370983906 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 507376 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 258000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 74107 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 122070 | CurrentTaxYearMinus1Year |
| Current Tax Year | 131987 | CurrentTaxYear |
| Total | 1093540 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 507376 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 258000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 74107 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 122070 | CurrentTaxYearMinus1Year |
| Current Tax Year | 131987 | CurrentTaxYear |
| Total | 1093540 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22666 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 119519 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 222271 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 182456 | CurrentTaxYearMinus1Year |
| Current Tax Year | 70221 | CurrentTaxYear |
| Total | 617133 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 54608138 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 64688541 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 73701415 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 84001656 | CurrentTaxYearMinus1Year |
| Current Tax Year | 100874508 | CurrentTaxYear |
| Total | 377874258 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98180 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98490 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00290 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00510 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 181476 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 181476 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 94974954 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 95156430 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 557337 | CurrentYearMinus3 |
| Current Year Minus2 | 363190 | CurrentYearMinus2 |
| Current Year Minus1 | 292536 | CurrentYearMinus1 |
| Current Year | 181476 | CurrentYear |
| Total | 1394539 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 2005 | CurrentYearMinus2 |
| Total | 2005 | Total |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2118728 | OtherCostOrOtherBasis |
| Depreciation | 775570 | Depreciation |
| Book Value | 1343158 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13852641 | OtherCostOrOtherBasis |
| Depreciation | 10022869 | Depreciation |
| Book Value | 3829772 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2295288 | OtherCostOrOtherBasis |
| Depreciation | 1203856 | Depreciation |
| Book Value | 1091432 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6264362 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED RENT | $3,100,538 |
| DEFERRED COMPENSATION PLANS | $146,137 |
| OBLIGATIONS UNDER CAPITAL LEASES | $3,415,121 |
| CONTINGENT CONSIDERATION | $5,040,884 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 11702680 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 100874508 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 100874508 | RevenueSubtotal |
| Other Revenues Not Included | 2199 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2199 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 100876707 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 95154231 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -2199 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -2199 | ExpensesNotRptdF990 |
| Expenses Subtotal | 95156430 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 95156430 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME AS DEFINED UNDER IRC SECTIONS 511 THROUGH 515. THE ASSOCIATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO INCOME TAX MATTERS IN ADMINISTRATIVE EXPENSES. THE ASSOCIATION HAD NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2013 OR 2012. NO INTEREST AND PENALTIES HAVE BEEN ACCRUED FOR THE YEARS ENDED JUNE 30, 2013 AND 2012. THE ASSOCIATION FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL JURISDICTION AND THE CALIFORNIA FRANCHISE TAX BOARD AND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2009 FOR ITS FEDERAL AND STATE FILINGS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GAIN ON SALE OF ASSETS CLASSIFIED WITH REVENUE ON 990 2,199. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | GAIN ON SALE OF ASSETS CLASSIFIED WITH REVENUE ON 990 -2,199. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (7 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| SOUTH AMERCIA | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES | 5915 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES | 1207 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES | 8269 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES | 3648 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES | 3051 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES | 8950 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | TRAVEL FOR PROFESSIONAL DEVELOPMENT AND TESTING SERVICES | 3238 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 34278 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 34278 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS COLUMBIA NORTHWEST | |||||||
| 1827 NE 44TH AVENUE SUITE 100 | PORTLAND | OR | 97213 | 931303640 | 170(B)(1)(A)(VI) | 19000 | PROVIDE CHILDREN FACING ADVERSITY WITH STRONG AND ENDURING, PROFESSIONALLY SUPPORTED ONE-TO-ONE RELATIONSHIPS THAT CHANGE THEIR LIVES FOR THE BETTER, FOREVER |
| UNIVERSITY OF PORTLAND | |||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97203 | 930401259 | 170(B)(1)(A)(II) | 5500 | SUPPORT HIGHER EDUCATION FOR A DIVERSE COMMUNITY OF SCHOLARS |
| STAND FOR CHILDREN | |||||||
| 516 SE MORRISON ST SUITE 420 | PORTLAND | OR | 97214 | 521957214 | 170(B)(1)(A)(VI) | 7000 | TO PROMOTE THE ORGANIZATION'S MISSION TO DEVELOP COMMUNITY LEADERS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE GRANT FUNDS ARE UNRESTRICTED CHARITABLE CONTRIBUTIONS TO EXEMPT ORGANIZATIONS UNDER IRS CODE SECTION 501(C)(3). | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 (15 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MATTHEW CHAPMAN | ||||||||||||||
| PRESIDENT & CEO | 361378 | 0 | 0 | 0 | 0 | 0 | 55542 | 0 | 6847 | 0 | 423767 | 0 | 0 | 0 |
| JEFFREY STRICKLER | ||||||||||||||
| EXECUTIVE VP & COO | 275812 | 0 | 0 | 0 | 0 | 0 | 40125 | 0 | 6824 | 0 | 322761 | 0 | 0 | 0 |
| GERI COHEN | ||||||||||||||
| VP OF FINANCE & CFO | 163113 | 0 | 0 | 0 | 0 | 0 | 24750 | 0 | 6325 | 0 | 194188 | 0 | 0 | 0 |
| JILL HEDRICK | ||||||||||||||
| VP OF PARTNER ACCOUNTS | 208977 | 0 | 0 | 0 | 0 | 0 | 33750 | 0 | 6650 | 0 | 249377 | 0 | 0 | 0 |
| DONNA SCHULTZ | ||||||||||||||
| VP OF PRODUCT, ADVOCACY & MARKETING | 205045 | 0 | 0 | 0 | 0 | 0 | 30000 | 0 | 6561 | 0 | 241606 | 0 | 0 | 0 |
| RAYMOND YEAGLEY | ||||||||||||||
| VP & CHIEF ACADEMIC OFFICER | 173914 | 0 | 0 | 0 | 0 | 0 | 26250 | 0 | 6457 | 0 | 206621 | 0 | 0 | 0 |
| ANTOINETTE JAFFE | ||||||||||||||
| VP OF HUMAN RESOURCES | 159751 | 0 | 0 | 0 | 0 | 0 | 24000 | 0 | 6317 | 0 | 190068 | 0 | 0 | 0 |
| ANNE UDALL | ||||||||||||||
| VP OF PROFESSIONAL DEVELOPMENT | 164174 | 0 | 0 | 0 | 0 | 0 | 24000 | 0 | 6388 | 0 | 194562 | 0 | 0 | 0 |
| JASON MENDENHALL | ||||||||||||||
| VP OF PUBLISHING | 152424 | 0 | 0 | 0 | 0 | 0 | 23438 | 0 | 6310 | 0 | 182172 | 0 | 0 | 0 |
| EDWARD FREEMAN | ||||||||||||||
| VP OF RESEARCH & DEVELOPMENT | 152783 | 0 | 0 | 0 | 0 | 0 | 19710 | 0 | 6277 | 0 | 178770 | 0 | 0 | 0 |
| DAVID MILLS | ||||||||||||||
| DIRECTOR, IS DEVELOPMENT | 154990 | 0 | 0 | 0 | 0 | 0 | 16380 | 0 | 5234 | 0 | 176604 | 0 | 0 | 0 |
| JOSEPH SCHERER | ||||||||||||||
| EXECUTIVE DIRECTOR, SUPERINTENDENT | 154842 | 0 | 0 | 0 | 0 | 0 | 21780 | 0 | 6215 | 0 | 182837 | 0 | 0 | 0 |
| VIRGINIA HOPKINS | ||||||||||||||
| SVP INTERNATIONAL PARTNERS | 156473 | 0 | 0 | 0 | 0 | 0 | 5000 | 0 | 1039 | 0 | 162512 | 0 | 0 | 0 |
| JANICE LAROCCA | ||||||||||||||
| SR DIRECTOR, PARTNER SUPPORT SERVICE | 155599 | 0 | 0 | 0 | 0 | 0 | 22500 | 0 | 6304 | 0 | 184403 | 0 | 0 | 0 |
| SONJA RYSKO | ||||||||||||||
| DIRECTOR, IS QA & OPERATIONS | 154082 | 0 | 0 | 0 | 0 | 0 | 16380 | 0 | 5234 | 0 | 175696 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE ASSOCIATION REIMBURSES CEO/PRESIDENT, MATT CHAPMAN, FOR ARLINGTON CLUB MONTHLY DUES. THIS WAS A PART OF THE ORIGINAL NEGOTIATION AND EMPLOYMENT AGREEMENT WITH THE BOARD, AS IT WAS DEEMED BENEFICIAL TO NWEA BECAUSE OF THE MEMBERSHIP AFFILIATION/NETWORKING. | Explanation |
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 | HOOLEY AND NAITO LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | ENTITY MORE THAN 35% OWNED BY DARLENE HOOLEY, DIRECTOR. | Relationship |
| Amount Of Transaction | 63000 | AmountOfTransaction |
| Description Of Transaction | THE ASSOCIATION ENGAGES HOOLEY AND NAITO, LLC TO PROVIDE ADVOCACY AND LOBBYING SERVICES. | 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 | VP AND CFO, GERI COHEN, REVIEWS THE FORM 990 AND PRESENTS IT TO THE EXECUTIVE VP AND COO, JEFFREY STRICKLER, AS WELL AS THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS, FOR REVIEW AND APPROVAL PRIOR TO FILING THE FORM 990 | |
| FORM 990, PART VI, SECTION B, LINE 12C | SIGNED STATEMENTS ARE COLLECTED ANNUALLY FROM EACH DIRECTOR, OFFICER, COMMITTEE MEMBER OF THE BOARD OF DIRECTORS, AND KEY EMPLOYEES THAT AFFIRM THAT EACH INDIVIDUAL HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, COMPLIES WITH THE POLICY, AND UNDERSTANDS THAT NWEA IS A CHARITABLE ORGANIZATION THAT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. THE FAILURE OF ANY DIRECTOR, OFFICER OR COMMITTEE MEMBER OF THE BOARD OF DIRECTORS TO SIGN SUCH A STATEMENT AT LEAST ONCE EVERY EIGHTEEN (18) MONTHS WILL DISQUALIFY THAT INDIVIDUAL FROM FURTHER SERVICE AS A DIRECTOR, OFFICER OR COMMITTEE MEMBER OF THE BOARD OF DIRECTORS UNTIL THE REQUIRED STATEMENT IS SIGNED. FAILURE TO SIGN BY A KEY EMPLOYEE WILL RESULT IN IMMEDIATE REVIEW UNDER THE DIRECTION OF THE DIRECTOR OF HUMAN RESOURCES IN CONJUNCTION WITH THE CHIEF OPERATIONS OFFICER. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE SETTING OF THE CEO AND OTHER EXECUTIVE PAY WAS DONE WITH AN INDEPENDENT COMPENSATION CONSULTANT WHO REVIEWED THE MARKET AND MADE RECOMMENDATIONS TO THE BOARD. THE BOARD TOOK THAT INDEPENDENT REVIEW, MARKET ANALYSIS AND RECOMMENDATIONS AND APPROVED AND SET THE PAY AND PAY RANGES FOR THE CEO AND OTHER MEMBERS OF THE EXECUTIVE TEAM. THE SAME APPROACH AND REVIEW WAS DONE FOR THE REST OF THE ORGANIZATION, WHICH WOULD INCLUDE DIRECTORS WITH AN OUTSIDE COMPENSATION CONSULTANT (DIFFERENT THAN THE ONE USED BY THE BOARD FOR THE EXECUTIVE GROUP TO KEEP THE RELATIONSHIPS INDEPENDENT) WORKING WITH HUMAN RESOURCES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART IX, LINE 11G | CONTRACTED STAFF: PROGRAM SERVICE EXPENSES 2,200,872. MANAGEMENT AND GENERAL EXPENSES 773,279. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,974,151. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 4,542,020. MANAGEMENT AND GENERAL EXPENSES 3,028,014. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,570,034. | OTHER FEES |