SOURCEAMERICA: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SOURCEAMERICA (EIN 52-1007153)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-03-06
- IRS object ID
- 201430659349300428
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-06T15:28:58-06:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470900880 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBRE CPA GROUP PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE SUITE 1200 | AddressLine1 |
| Address Line2 | WEST | AddressLine2 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521007153 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOURCEAMERICA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOUR | NameControl |
| Phone | 7035606800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 OLD COURTHOUSE ROAD | AddressLine1 |
| City | VIENNA | City |
| State | VA | State |
| ZIP Code | 22182 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELIZABETH GOODMAN | Name |
| Title | CFO | Title |
| Phone | 7035606800 | Phone |
| Date Signed | 2014-03-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOANN WOODSON CPA | Name |
| PTIN | P01293745 | PTIN |
| Phone | 2023319880 | 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 | E ROBERT CHAMBERLIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 OLD COURTHOUSE ROAD | AddressLine1 |
| City | VIENNA | City |
| State | VA | State |
| ZIP Code | 22182 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 131611198 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SOURCEAMERICA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1974 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | ESTABLISHED IN 1974 AND HEADQUARTERED IN VIENNA, VIRGINIA, SOURCEAMERICA IS ONE OF TWO CENTRAL NONPROFIT AGENCIES DESIGNATED BY THE COMMITTEE FOR PURCHASE FROM PEOPLE WHO ARE BLIND OR SEVERELY DISABLED (THE FEDERAL GOVERNMENT AGENCY THAT OVERSEES THE ABILITYONE PROGRAM) TO SUPPORT OVER 550 NONPROFIT AGENCIES AND THEIR FEDERAL CUSTOMERS WITH THE ABILITYONE PROGRAM. AMONG OTHER SERVICES, SOURCEAMERICA SUPPORTS THE ABILITYONE NETWORK OF NONPROFIT AGENCIES, AS WELL AS CUSTOMERS, BY PROVIDING BUSINESS DEVELOPMENT AND CONTRACT MANAGEMENT ASSISTANCE, ENGINEERING AND TECHNICAL ADVICE, LEGISLATIVE AND REGULATORY GUIDANCE, PROFESSIONAL TRAINING, AND COMMUNICATIONS AND PUBLIC RELATIONS MATERIALS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 398 | TotalNbrEmployees |
| Total Nbr Volunteers | 42 | TotalNbrVolunteers |
| Total Gross UBI | 143200 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 94662 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 106837343 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 120141623 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1147698 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1615905 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 136927 | OtherRevenuePriorYear |
| Other Revenue Current Year | 176455 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 108121968 | TotalRevenuePriorYear |
| Total Revenue Current Year | 121933983 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2899377 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3266874 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 47337590 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 45347109 | 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 | 59252319 | OtherExpensePriorYear |
| Other Expenses Current Year | 70859730 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 109489286 | TotalExpensesPriorYear |
| Total Expenses Current Year | 119473713 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1367318 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2460270 | RevenuesLessExpensesCY |
| Total Assets BOY | 81347401 | TotalAssetsBOY |
| Total Assets EOY | 83278116 | TotalAssetsEOY |
| Total Liabilities BOY | 14729807 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 13296338 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 66617594 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 69981778 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 112828743 | Expense |
| Grants | 3266874 | Grants |
| Revenue | 120141623 | Revenue |
| Description | SEE SCHEDULE O.VIRTUALLY ALL OF SOURCEAMERICA'S EFFORTS SUPPORTED THE ABILITYONE PROGRAM, A UNIQUE PROGRAM THAT CREATES EMPLOYMENT OPPORTUNITIES THAT PROVIDE INDIVIDUALS WHO ARE BLIND OR HAVE OTHER SIGNIFICANT DISABILITIES WITH EMPLOYMENT, EQUITABLE WAGES AND BENEFITS, UPWARD MOBILITY AND PERSONAL SATISFACTION. THE PROGRAM ENABLES INDIVIDUALS TO REDUCE THEIR DEPENDENCE ON GOVERNMENT SUPPORT AND JOIN THE RANKS OF TAXPAYERS. FOR THE FEDERAL GOVERNMENT CUSTOMER, THE ADVANTAGE IS FOUND IN THE QUALITY AND RELIABILITY OF THE EMPLOYEE, IN ADDITION TO THE VALUE AND QUALITY OF AN ARRAY OF PRODUCTS AND SERVICES THAT ARE AVAILABLE AT FAIR MARKET PRICES FROM ABILITYONE-CONTRACTED NONPROFIT AGENCIES ACROSS THE COUNTRY. IN 2012, SOURCEAMERICA WAS THE SOURCE OF EMPLOYMENT OPPORTUNITIES FOR MORE THAN 40,000 PEOPLE WITH SIGNIFICANT DISABILITIES.SOURCEAMERICA PUBLISHES WORKPLACE MAGAZINE QUARTERLY AND DISTRIBUTES IT TO APPROXIMATELY 10,000 PEOPLE AT FEDERAL AGENCIES AND NONPROFIT ASSOCIATIONS. WEEKLY, SOURCEAMERICA DISTRIBUTES TO OVER 5,500 NONPROFIT AGENCY LEADERS AND OTHER POINTS OF CONTACT VIA EMAIL THE CRP WEEKLY UPDATE, WHICH IS DESIGNED TO EDUCATE AND INFORM NONPROFIT AGENCIES WITH NEWS AND CURRENT EVENTS ABOUT SOURCEAMERICA AND ABILITYONE PROGRAM ACTIVITIES.THE GRANTS CONSIST OF MANAGEMENT ASSISTANCE GRANTS, PRODUCTIVITY ENHANCEMENT GRANTS AND MEDICAL DOCUMENTATION GRANTS AND DO NOT REFLECT ALL FINANCIAL ASSISTANCE PROVIDED. | Description |
| Total Program Service Expense | 112828743 | 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 | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 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 | 0 | 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 | 123 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 398 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT CAREY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5712264660 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 OLD COURTHOUSE ROAD | AddressLine1 |
| City | VIENNA | City |
| State | VA | State |
| ZIP Code | 22182 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (42 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL ATKINSON | ||||||||
| CHAIR ELECT | 5.00 | X | X | 0 | 0 | 0 | ||
| DEAN KENNETH EMERSON | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| BELINDA PORRAS | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| FREDRICK WILLIAMS | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| FREDERICK BEAMAN | ||||||||
| SECRETARY | 5.00 | X | X | 0 | 0 | 0 | ||
| PETER BERNS | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| JERRY BETTENHAUSEN | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| BARBARA NURENBERG | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| ELMER CERANO | ||||||||
| PAST CHAIR | 5.00 | X | X | 0 | 0 | 0 | ||
| WILLIAM COLEMAN JR | ||||||||
| CHAIRMAN | 10.00 | X | X | 0 | 0 | 0 | ||
| GENIE COHEN | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| JIM GIBBONS | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| CLARENCE JORDAN | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| AMY LUTTRELL | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| STEPHEN KATSURINIS | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| FREDERICK FRESE | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| MIKE KIVITZ | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| BRENDA YARNELL | ||||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 | ||
| BARBARA LEDUC | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| MARK LEZOTTE | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| THOMAS MILLER | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| STEVEN KING | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| CAROL LOMAN | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| CATHERINE MELOY | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| STEVE PERDUE | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| RHEA NELSON | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| ROBERT TURNER | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| WES TYLER | ||||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | |||
| E ROBERT CHAMBERLIN | ||||||||
| PRESIDENT AND CEO | 50.00 | X | 426925 | 0 | 50197 | |||
| ELIZABETH GOODMAN | ||||||||
| CHIEF FINANCIAL OFFICER | 50.00 | X | 192944 | 0 | 42956 | |||
| DENNIS FIELDS | ||||||||
| CHIEF OPERATING OFFICER | 50.00 | X | 270132 | 0 | 48129 | |||
| SALLY GAMETT | ||||||||
| CHIEF INFORMATION OFFICER | 50.00 | 207965 | 0 | 44012 | X | |||
| NANCYELLEN GENTILE | ||||||||
| VICE PRESIDENT OF CORPORATE | 50.00 | 163521 | 0 | 28958 | X | |||
| MARTIN GERRY | ||||||||
| VICE PRESIDENT | 50.00 | 212560 | 0 | 26993 | X | |||
| MARTIN WILLIAMS | ||||||||
| VICE PRESIDENT - REGIONAL | 50.00 | 190106 | 0 | 52830 | X | |||
| MATTHEW BATES | ||||||||
| VICE PRESIDENT - HR | 50.00 | 176933 | 0 | 42138 | X | |||
| PAUL PLATTNER | ||||||||
| VICE PRESIDENT OF OPERATIONS | 50.00 | 208102 | 0 | 44753 | X | |||
| DAVID DUBINSKY | ||||||||
| EXECUTIVE DIRECTOR | 50.00 | 185349 | 0 | 51199 | X | |||
| DEBORAH ATKINSON | ||||||||
| DIRECTOR - TRAINING | 50.00 | 169410 | 0 | 30169 | X | |||
| MICKY GAZAWAY | ||||||||
| EXECUTIVE DIRECTOR | 50.00 | 162793 | 0 | 47895 | X | |||
| DAVID THEIMER | ||||||||
| DIRECTOR - SBD | 55.00 | 156837 | 0 | 42203 | X | |||
| JEAN ROBINSON | ||||||||
| GENERAL COUNSEL | 50.00 | 320114 | 0 | 45829 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3043691 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 598261 | TotalOtherCompensation |
| Number Individuals GT100 K | 122 | 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 |
|---|---|---|---|---|---|
| THE GINN GROUP INC | |||||
| 200 WESTPARK DRIVE STE 100 | PEACHTREE | GA | 30269 | SUBCONTRACTED BUILDING MAINTENANCE SERVI | 17536320 |
| READY ONE INDUSTRIES | |||||
| 1414 ALLEN BRADLEY | EL PASO | TX | 79936 | SUBCONTRACTED MANUFACTURING OF R&D PRODU | 4564912 |
| LAKEVIEW CENTER INC | |||||
| 1221 W LAKEVIEW AVENUE | PENSACOLA | FL | 32501 | SUBCONTRACTED BUILDING MAINTENANCE SERVI | 3392769 |
| CAPGEMINI LLC | |||||
| 98836 COLLECTION CTR DRIVE | CHICAGO | IL | 60093 | COMPUTER SUPPORT SERVICES | 2465552 |
| TOMMY NOBIS ENT | |||||
| 1480 BELLS FERRY ROAD | MARIETTA | GA | 30066 | SUBCONTRACTED ADMIN SERVICES | 840197 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 84 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| FEES | 900099 | 72171648 | 72171648 |
| GOVERNMENT CONTRACTS | 900099 | 47830108 | 47830108 |
| NATIONAL CONFERENCE | 900099 | 139867 | 139867 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 120141623 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1088758 | TotalRevenueColumn |
| Exclusion | $1,088,758 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10204362 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9677215 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 527147 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 527147 | TotalRevenueColumn |
| Exclusion | $527,147 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| ADVERTISING | 541800 | 143200 | 143200 | |
| REIMBURSEMENTS AND OTHER | 900099 | 33255 | $33,255 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 176455 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 121933983 | TotalRevenueColumn |
| Related Or Exempt Function Income | 120141623 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 143200 | UnrelatedBusinessRevenue |
| Exclusion | $1,649,160 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3266874 | Total |
| Program Services | 3266874 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2269693 | Total |
| Program Services | 1306808 | ProgramServices |
| Management And General | 962885 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31364738 | Total |
| Program Services | 29175168 | ProgramServices |
| Management And General | 2189570 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2996065 | Total |
| Program Services | 2788419 | ProgramServices |
| Management And General | 207646 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6310055 | Total |
| Program Services | 5805506 | ProgramServices |
| Management And General | 504549 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2406558 | Total |
| Program Services | 2189968 | ProgramServices |
| Management And General | 216590 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 462533 | Total |
| Management And General | 462533 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 212857 | Total |
| Management And General | 212857 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 349200 | Total |
| Program Services | 349200 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174573 | Total |
| Management And General | 174573 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4384536 | Total |
| Program Services | 4117223 | ProgramServices |
| Management And General | 267313 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2409796 | Total |
| Program Services | 2409796 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1983195 | Total |
| Program Services | 1841752 | ProgramServices |
| Management And General | 141443 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4134981 | Total |
| Program Services | 3751748 | ProgramServices |
| Management And General | 383233 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2265290 | Total |
| Program Services | 2061414 | ProgramServices |
| Management And General | 203876 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3661838 | Total |
| Program Services | 3400939 | ProgramServices |
| Management And General | 260899 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1427174 | Total |
| Program Services | 1249759 | ProgramServices |
| Management And General | 177415 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6801 | Total |
| Management And General | 6801 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1613669 | Total |
| Program Services | 1468439 | ProgramServices |
| Management And General | 145230 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 364674 | Total |
| Program Services | 331853 | ProgramServices |
| Management And General | 32821 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SUBCONTRACTS | 46853558 | 46853558 | |
| MISCELLANEOUS | 793977 | 699241 | 94736 |
| BAD DEBT RECOVERY | -238922 | -238922 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119473713 | Total |
| Program Services | 112828743 | ProgramServices |
| Management And General | 6644970 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9661530 | BOY |
| EOY | 7711368 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22665069 | BOY |
| EOY | 26422385 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4455449 | BOY |
| EOY | 3289759 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1263909 | BOY |
| EOY | 1494039 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 24927543 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 12962441 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12547528 | BOY |
| EOY | 11965102 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28077185 | BOY |
| EOY | 30032565 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1978394 | BOY |
| EOY | 2006053 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 698337 | BOY |
| EOY | 356845 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81347401 | BOY |
| EOY | 83278116 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10377236 | BOY |
| EOY | 10756312 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000000 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1079747 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2272824 | BOY |
| EOY | 2540026 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14729807 | BOY |
| EOY | 13296338 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66617594 | BOY |
| EOY | 69981778 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66617594 | BOY |
| EOY | 69981778 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81347401 | BOY |
| EOY | 83278116 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 2460270 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 903914 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| 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 | 64925969 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 70118433 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 75683064 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 106837343 | CurrentTaxYearMinus1Year |
| Current Tax Year | 120141623 | CurrentTaxYear |
| Total | 437706432 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 64925969 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 70118433 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 75683064 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 106837343 | CurrentTaxYearMinus1Year |
| Current Tax Year | 120141623 | CurrentTaxYear |
| Total | 437706432 | 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 | 23793421 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20522853 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22987191 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 49608037 | CurrentTaxYearMinus1Year |
| Current Tax Year | 59590486 | CurrentTaxYear |
| Total | 176501988 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23793421 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20522853 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22987191 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 49608037 | CurrentTaxYearMinus1Year |
| Current Tax Year | 59590486 | CurrentTaxYear |
| Total | 176501988 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 261204444 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1049375 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 871520 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1036938 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1000919 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1088758 | CurrentTaxYear |
| Total | 5047510 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 7267 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 41500 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 53084 | CurrentTaxYearMinus1Year |
| Current Tax Year | 75818 | CurrentTaxYear |
| Total | 177669 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1049375 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 878787 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1078438 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1054003 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1164576 | CurrentTaxYear |
| Total | 5225179 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 96304 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5947 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18139 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20427 | CurrentTaxYearMinus1Year |
| Current Tax Year | 33255 | CurrentTaxYear |
| Total | 174072 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 66071648 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 71003167 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 76779641 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 107911773 | CurrentTaxYearMinus1Year |
| Current Tax Year | 121339454 | CurrentTaxYear |
| Total | 443105683 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.58950 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.72540 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01180 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01450 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 173065 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 513250 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 686315 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 118746520 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 119432835 | 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 | 965305 | CurrentYearMinus3 |
| Current Year Minus2 | 804361 | CurrentYearMinus2 |
| Current Year Minus1 | 668009 | CurrentYearMinus1 |
| Current Year | 686315 | CurrentYear |
| Total | 3123990 | 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 Minus3 | 186249 | CurrentYearMinus3 |
| Current Year Minus2 | 223881 | CurrentYearMinus2 |
| Current Year Minus1 | 194055 | CurrentYearMinus1 |
| Current Year | 173065 | CurrentYear |
| Total | 777250 | Total |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ORGANIZATIONS DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES: | Identifier |
| Return Reference | PART I-A, LINE 1: | ReturnReference |
| Explanation | THE ORGANIZATION DOES NOT ENGAGE IN DIRECT OR INDIRECT POLITICAL CAMPAIGN ACTIVITIES. | Explanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1958528 | OtherCostOrOtherBasis |
| Book Value | 1958528 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12464076 | OtherCostOrOtherBasis |
| Depreciation | 5466463 | Depreciation |
| Book Value | 6997613 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 212110 | OtherCostOrOtherBasis |
| Depreciation | 133971 | Depreciation |
| Book Value | 78139 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2877055 | OtherCostOrOtherBasis |
| Depreciation | 2321932 | Depreciation |
| Book Value | 555123 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7415774 | OtherCostOrOtherBasis |
| Depreciation | 5040075 | Depreciation |
| Book Value | 2375699 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 11965102 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| POSTRETIREMENT BENEFIT OBLIGATION | $1,879,619 |
| DEFERRED RENT | $439,945 |
| 457B DEFERRED COMPENSATION PLAN | $220,462 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2540026 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 75984339 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 903914 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 903914 | RevenueNotRptdF990 |
| Revenue Subtotal | 75080425 | RevenueSubtotal |
| Other Revenues Not Included | 46853558 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 46853558 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 121933983 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 72620155 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 72620155 | ExpensesSubtotal |
| Other Expenses Not Included | 46853558 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 46853558 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 119473713 | 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: | SOURCEAMERICA FOLLOWS THE AUTHORITATIVE GUIDANCE TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS RELATED TO INCOME TAXES. THIS STANDARD PROVIDES CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. SOURCEAMERICA PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF SEPTEMBER 30, 2013, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2009 THROUGH 2011 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES IN WHICH SOURCEAMERICA FILES A RETURN. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SUBCONTRACT EXPENSES NETTED AGAINST REVENUE IN AUDITED FINANCIALS 46,853,558. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SUBCONTRACT EXPENSES NETTED AGAINST REVENUE IN AUDITED FINANCIALS 46,853,558. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (35 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| AHRCNYC | |||||||
| 83 MAIDEN LANE | NEW YORK | NY | 10038 | 135596746 | 501(C)(3) | 100000 | IDEAS TO WORK GRANTS(SBD) |
| ANTHONY WAYNE CENTER | |||||||
| 8515 BLUFFTON ROAD | FORT WAYNE | IN | 46809 | 351049596 | 501(C)(3) | 32048 | MANAGEMENT GRANT PROGRAM |
| BAYAUD INDUSTRIES INC | |||||||
| 333 W BAYAUD AVE | DENVER | CO | 80223 | 840616970 | 501(C)(3) | 100000 | IDEAS TO WORK GRANTS(SBD) |
| BOBBY DODD INSTITUTE | |||||||
| 2120 MARIETTA BLVD NW | ATLANTA | GA | 30318 | 581847107 | 501(C)(3) | 10111 | MANAGEMENT GRANT PROGRAM |
| BREVARD ACHIEVEMENT CTR INC | |||||||
| 1845 COGSWELL STREET | ROCKLEDGE | FL | 32955 | 591203280 | 501(C)(3) | 101500 | QWE GRANTS, IDEAS TO WORK GRANT |
| CEREBRAL PALSY RESEARCH FOUNDATION | |||||||
| 5111 E 21ST STREET | WICHITA | KS | 67208 | 237314938 | 501(C)(3) | 244026 | NISH INSTITUTE/ FINANCIAL /BENEFITS COUNSELING PILOT |
| CROSSROADS DIVERSIFIED SVCS | |||||||
| 9300 TECH CENTER DR STE 100 | SACRAMENTO | CA | 95826 | 942446765 | 501(C)(3) | 20831 | MANAGEMENT GRANT PROGRAM |
| DE PAUL INDUSTRIES | |||||||
| 4950 NE MARTIN LUTHER KING JR BLVD | PORTLAND | OR | 97211 | 930607857 | 501(C)(3) | 8176 | ABILITYONE SCHOLARSHIPS, QWE GRANT |
| DIDLAKE INC | |||||||
| 8641 BREEDEN AVENUE | MANASSAS | VA | 20110 | 540943833 | 501(C)(3) | 7500 | QWE GRANTS |
| FOOTHILL VOC OPPORTUNITIES | |||||||
| 789 NORTH FAIR OAKS AVENUE | PASADENA | CA | 91103 | 952375691 | 501(C)(3) | 107500 | IDEAS TO WORK GRANTS(SBD), QWE GRANT |
| GATEWAY INDUSTRIES INC | |||||||
| 299 EAST EDGAR AVENUE | RONCEVERTE | WV | 24970 | 550590745 | 501(C)(3) | 34500 | QWE GRANTS, IDEAS TO WORK GRANT |
| GOODWILL IND - MIAMI VALLEY | |||||||
| 1511 KUNTZ ROAD | DAYTON | OH | 45404 | 310537112 | 501(C)(3) | 118123 | MANAGEMENT GRANT PROGRAM, IDEAS TO WORK GRANT |
| GOODWILL INDUSTRIES OF NNE | |||||||
| 353 CUMBERLAND AVE | PORLAND | ME | 04101 | 010530888 | 501(C)(3) | 16761 | MANAGEMENT GRANT PROGRAM |
| GOODWILL SERVICES INC | |||||||
| 6301 MIDLOTHIAN TURNPIKE | RICHMOND | VA | 23225 | 541821538 | 501(C)(3) | 10231 | MANAGEMENT GRANT PROGRAM |
| HOPE SERVICES INC | |||||||
| 30 LAS COLINAS LANE | SAN JOSE | CA | 95119 | 941399287 | 501(C)(3) | 75000 | IDEAS TO WORK GRANTS(SBD) |
| JEWISH VOCATIONAL SERVICE | |||||||
| 29699 SOUTHFIELD RD | SOUTHFIELD | MI | 48076 | 381358013 | 501(C)(3) | 99775 | NISH INSTITUTE (INFORMED CHOICE GRANT) |
| JOB OPTIONS INC | |||||||
| 3465 CAMINO DEL RIO SOUTH STE 300 | SAN DIEGO | CA | 92108 | 330603379 | 501(C)(3) | 15280 | MANAGEMENT GRANT PROGRAM, QWE GRANT |
| JOBONE | |||||||
| 1085 S YUMA AVE | INDEPENDENCE | MO | 64056 | 430922133 | 501(C)(3) | 8500 | QWE GRANTS, ERS GRANT |
| LAKEVIEW CENTER INC | |||||||
| 2001 NORTH E STREET | PENSACOLA | FL | 32501 | 590737872 | 501(C)(3) | 25000 | IDEAS TO WORK GRANTS(SBD) |
| LIFEROOTS INC | |||||||
| 1111 MENAUL BLVD NE | ALBUQUERQUE | NM | 87107 | 850135073 | 501(C)(3) | 7500 | QWE GRANTS |
| LILLIE RICE CTR INC | |||||||
| 2616 E ISAACS AVENUE | WALLA WALLA | WA | 99362 | 910789757 | 501(C)(3) | 7500 | QWE GRANTS |
| NATIONAL TELECOMMUTING INST | |||||||
| 69 CANAL STREET | BOSTON | MA | 02114 | 043277044 | 501(C)(3) | 110000 | IDEAS TO WORK GRANTS(SBD) |
| NW WORKS INC | |||||||
| 3085 SHAWNEE DRIVE | WINCHESTER | VA | 22601 | 540880043 | 501(C)(3) | 100000 | IDEAS TO WORK GRANTS(SBD) |
| PECKHAM INC | |||||||
| 3510 CAPITAL COTY BOULEVARD | LANSING | MI | 48906 | 382322117 | 501(C)(3) | 40000 | IDEAS TO WORK GRANTS(SBD) |
| PENINSULA SERVICES | |||||||
| PO BOX 5030 | BREMERTON | WA | 98312 | 237147825 | 501(C)(3) | 7500 | QWE GRANTS |
| PIONEER ADULT REHAB CTR | |||||||
| 485 PARC CIRCLE | CLEARFIELD | UT | 84015 | 876000487 | 501(C)(3) | 730000 | NISH INSTITUTE (INFORMED CHOICE GRANT) |
| PORTCO INC | |||||||
| 800 LOUDOUN AVENUE | PORTSMOUTH | VA | 23707 | 541598359 | 501(C)(3) | 22000 | MANAGEMENT GRANT PROGRAM |
| RAUCH INC | |||||||
| 845 PARK PLACE | NEW ALBANY | IN | 47150 | 351011521 | 501(C)(3) | 7489 | QWE GRANTS |
| SERVICE SOURCE | |||||||
| 6295 EDSALL ROAD SUITE 175 | ALEXANDRIA | VA | 22312 | 540901256 | 501(C)(3) | 81000 | NISH INSTITUTE (INFORMED CHOICE GRANT) |
| SKOOKUM EDUCATIONAL PROGRAMS | |||||||
| PO BOX 5359 | BREMERTON | WA | 98312 | 911434778 | 501(C)(3) | 22000 | MANAGEMENT GRANT PROGRAM |
| TAC INDUSTRIES INC | |||||||
| 2160 OLD SELMA ROAD | SPRINGFIELD | OH | 45505 | 311078646 | 501(C)(3) | 5800 | QWE GRANTS |
| THE ARC OF SCHUYLER COUNTY | |||||||
| 203 TWELFTH STREET | WATKINS GLEN | NY | 14891 | 161120089 | 501(C)(3) | 7500 | QWE GRANTS |
| VGS INC | |||||||
| 2239 EAST 55TH STREET | CLEVELAND | OH | 44103 | 431873704 | 501(C)(3) | 7500 | QWE GRANTS |
| WIREGRASS REHABILITATION CTR | |||||||
| 795 ROSS CLARK CIRCLE | DOTHAN | AL | 36303 | 630523650 | 501(C)(3) | 7500 | QWE GRANTS |
| WORK INC | |||||||
| 25 BEACH STREET | DORCHESTER | MA | 02122 | 237100726 | 501(C)(3) | 248232 | MANAGEMENT GRANT PROGRAM, NISH INSTITUTE (INFORMED CHOICE GRANT) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 35 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
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: GRANTS ARE AWARDED BASED ON SPECIFIC CRITERIA. THE ECONOMIC EMPOWERMENT GRANT, IDEAS TO WORK GRANT, AND CONTACT CENTER GRANT REQUIRE QUARTERLY REPORTING AGAINST THE REQUIREMENTS ESTABLISHED FOR EACH GRANT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| E ROBERT CHAMBERLIN | ||||||||||||||
| PRESIDENT AND CEO | 366456 | 0 | 0 | 0 | 60469 | 0 | 24500 | 0 | 25697 | 0 | 477122 | 0 | 33987 | 0 |
| ELIZABETH GOODMAN | ||||||||||||||
| CHIEF FINANCIAL OFFICER | 175944 | 0 | 0 | 0 | 17000 | 0 | 21319 | 0 | 21637 | 0 | 235900 | 0 | 0 | 0 |
| DENNIS FIELDS | ||||||||||||||
| CHIEF OPERATING OFFICER | 253132 | 0 | 0 | 0 | 17000 | 0 | 24500 | 0 | 23629 | 0 | 318261 | 0 | 0 | 0 |
| SALLY GAMETT | ||||||||||||||
| CHIEF INFORMATION OFFICER | 207965 | 0 | 0 | 0 | 0 | 0 | 22375 | 0 | 21637 | 0 | 251977 | 0 | 0 | 0 |
| NANCYELLEN GENTILE | ||||||||||||||
| VICE PRESIDENT OF CORPORATE | 163521 | 0 | 0 | 0 | 0 | 0 | 18091 | 0 | 10867 | 0 | 192479 | 0 | 0 | 0 |
| MARTIN GERRY | ||||||||||||||
| VICE PRESIDENT | 212560 | 0 | 0 | 0 | 0 | 0 | 22952 | 0 | 4041 | 0 | 239553 | 0 | 0 | 0 |
| MARTIN WILLIAMS | ||||||||||||||
| VICE PRESIDENT - REGIONAL | 190106 | 0 | 0 | 0 | 0 | 0 | 21429 | 0 | 31401 | 0 | 242936 | 0 | 0 | 0 |
| MATTHEW BATES | ||||||||||||||
| VICE PRESIDENT - HR | 176933 | 0 | 0 | 0 | 0 | 0 | 19604 | 0 | 22534 | 0 | 219071 | 0 | 0 | 0 |
| PAUL PLATTNER | ||||||||||||||
| VICE PRESIDENT OF OPERATIONS | 208102 | 0 | 0 | 0 | 0 | 0 | 21730 | 0 | 23023 | 0 | 252855 | 0 | 0 | 0 |
| DAVID DUBINSKY | ||||||||||||||
| EXECUTIVE DIRECTOR | 185349 | 0 | 0 | 0 | 0 | 0 | 20699 | 0 | 30500 | 0 | 236548 | 0 | 0 | 0 |
| DEBORAH ATKINSON | ||||||||||||||
| DIRECTOR - TRAINING | 169410 | 0 | 0 | 0 | 0 | 0 | 18703 | 0 | 11466 | 0 | 199579 | 0 | 0 | 0 |
| MICKY GAZAWAY | ||||||||||||||
| EXECUTIVE DIRECTOR | 162793 | 0 | 0 | 0 | 0 | 0 | 18703 | 0 | 29192 | 0 | 210688 | 0 | 0 | 0 |
| DAVID THEIMER | ||||||||||||||
| DIRECTOR - SBD | 156837 | 0 | 0 | 0 | 0 | 0 | 17418 | 0 | 24785 | 0 | 199040 | 0 | 0 | 0 |
| JEAN ROBINSON | ||||||||||||||
| GENERAL COUNSEL | 320114 | 0 | 0 | 0 | 0 | 0 | 24000 | 0 | 21829 | 0 | 365943 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | FIRST CLASS AIRFARE IS PERMITTED FOR FLIGHTS THAT EXCEED EIGHT HOURS OR FOR EMPLOYEES WITH A MEDICAL ACCOMMODATION. ALL EXPENSES FOR HEALTH OR FITNESS MUST BE DOCUMENTED AND APPROVED IN LINE WITH THE SOURCEAMERICA APPROVED POLICY PRIOR TO REIMBURSEMENT. THE MAXIMUM REIMBURSEMENT IS $250 PER YEAR. |
| PART I, LINE 4B | E. ROBERT CHAMBERLIN, THE ORGANIZATION'S PRESIDENT/CEO, PARTICIPATES IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN UNDER IRC SECTION 457(F). NO CONTRIBUTIONS WERE MADE TO THE PLAN DURING CALENDAR YEAR 2012, BUT THE BALANCE IN THE PLAN OF $33,987 WAS DISTRIBUTED TO MR. CHAMBERLIN DURING THAT CALENDAR YEAR. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS PROVIDED TO THE FULL SOURCEAMERICA BOARD GENERALLY 30 DAYS IN ADVANCE FOR REVIEW AND APPROVAL BEFORE IT IS EXECUTED BY THE ORGANIZATION'S CHIEF FINANCIAL OFFICER. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL MEMBERS OF THE BOARD OF DIRECTORS MUST FILE AN ANNUAL DISCLOSURE STATEMENT, REVEALING ALL CONFLICTS OF INTEREST. THE SOURCEAMERICA BOARD OF DIRECTORS ADOPTED A CODE OF CONDUCT POLICY THAT ALL BOARD MEMBERS MUST ABIDE BY. CONFLICT OF INTEREST IS COVERED IN THE SOURCEAMERICA EMPLOYEE HANDBOOK. ALL SOURCEAMERICA EMPLOYEES MUST FILE A CONFLICT OF INTEREST STATEMENT WITH HUMAN RESOURCES ANNUALLY, AND ALSO WITHIN 10 DAYS OF HIRE. THE SOURCEAMERICA EMPLOYEE HANDBOOK PROVIDES APPROPRIATE GUIDANCE REGARDING CONFLICT OF INTEREST, INCLUDING DEFINITION, ILLUSTRATIVE EXAMPLES OF CONFLICT, PERMITTED INVESTMENTS, AND HOW TO DISCLOSE ANY QUESTIONABLE TRANSACTIONS FOR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE SOURCEAMERICA EXECUTIVE COMPENSATION COMMITTEE AND THE BOARD SETS AND APPROVES THE COMPENSATION OF THE CEO. THE CEO APPROVES THE COMPENSATION FOR ALL OTHER DISQUALIFIED PERSONS AS DEFINED BY IRS CODE, SECTION 4958 F(1). THIS SOURCEAMERICA EXECUTIVE COMPENSATION COMMITTEE OBTAINS COMPENSATION COMPARABILITY DATA FOR THE CEO AND THE OTHER DISQUALIFIED POSITIONS. THE COMPARABILITY DATA IS GENERALLY PROVIDED BY AN EXPERT IN COMPENSATION AND IS BASED ON INDUSTRY SURVEYS, DOCUMENTED COMPENSATION OF PERSONS HOLDING SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS, EXPERT'S OWN COMPENSATION STUDIES, AND OTHER COMPARABLE DATA. THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS ALL COMPENSATION OF DISQUALIFIED INDIVIDUALS TO ENSURE NO EXCESS BENEFIT HAS OCCURRED. THE COMMITTEE'S DELIBERATION AND FINAL VOTE EXCLUDES ANY PERSON(S) WHOSE COMPENSATION IS BEING APPROVED OR ANY OTHER BOARD MEMBER WITH A CONFLICT OF INTEREST. THE EXECUTIVE COMPENSATION COMMITTEE DOCUMENTS THE BASIS FOR ITS DETERMINATION WITH CONCURRENT APPROVAL FROM THE FULL BOARD OF DIRECTORS. THE ORGANIZATION'S DOCUMENTATION CONTAINS THE FOLLOWING: (1) THE TERMS OF THE APPROVED TRANSACTION AND THE DATE APPROVED; (2) THE MEMBERS OF THE EXECUTIVE COMPENSATION COMMITTEE WHO WERE PRESENT DURING THE DEBATE ON THE TRANSACTION THAT WAS APPROVED AND THOSE THAT VOTED ON IT; (3) THE COMPARABILITY DATA THAT WAS RELIED ON BY THE EXECUTIVE COMPENSATION COMMITTEE AND HOW THE DATA WAS OBTAINED, AND (4) ANY ACTIONS BY A MEMBER OF THE EXECUTIVE COMPENSATION COMMITTEE HAVING A CONFLICT OF INTEREST. ALL DOCUMENTATION MUST BE PREPARED BEFORE THE LATER OF THE NEXT MEETING OF THE EXECUTIVE COMPENSATION COMMITTEE OR 60 DAYS AFTER THE FINAL ACTIONS OF THE ORGANIZATION'S BOARD OF DIRECTORS. IN ADDITION, THE EXECUTIVE COMPENSATION COMMITTEE MUST APPROVE THE DOCUMENTATION BY THE NEXT BOARD MEETING. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, QUESTION 2C | THE SOURCEAMERICA AUDIT COMMITTEE REVIEWS AND APPROVES THE SELECTION OF THE INDEPENDENT ACCOUNTANTS AND THE ANNUAL AUDIT. THE FULL SOURCEAMERICA BOARD VOTES TO ACCEPT THE RECOMMENDATIONS OF THE AUDIT COMMITTEE. |
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