CONSCIOUS CAPITALISM INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CONSCIOUS CAPITALISM INC (EIN 20-2238653)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-09-03
- IRS object ID
- 201432469349300313
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-03T10:20:28-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260446053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAMILTON PYLE & BOWMAN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8303 N Mopac Expy Suite A-120 | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78759 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202238653 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Conscious Capitalism Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONS | BusinessNameControlTxt |
| Phone | 5123278860 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3115 NE Sandy Blvd 225 | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 97212 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Doug Rauch | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5123278860 | PhoneNum |
| Signature | 2014-09-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael R Grimes CPA | PreparerPersonNm |
| PTIN | P00633851 | PTIN |
| Phone | 5126717711 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Randall Stagen | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3115 NE Sandy Blvd 225 | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 97212 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,419,442 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| All Affiliates Included | Yes (1) | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.consciouscapitalism.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | Conscious Capitalism, Inc. offers transformative thinking, programs, events, and communities of inquiry designed to support the elevation of humanity through the application of the principles of Conscious Capitalism. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $292,330 | PYContributionsGrantsAmt |
| CY Contributions Grants | $489,325 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $725,253 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $930,051 | CYProgramServiceRevenueAmt |
| PY Investment Income | $53 | PYInvestmentIncomeAmt |
| CY Investment Income | $66 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,017,636 | PYTotalRevenueAmt |
| CY Total Revenue | $1,419,442 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $80,155 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $100,047 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $726,877 | PYOtherExpensesAmt |
| CY Other Expenses | $1,174,466 | CYOtherExpensesAmt |
| PY Total Expenses | $807,032 | PYTotalExpensesAmt |
| CY Total Expenses | $1,274,513 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $210,604 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $144,929 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $632,298 | TotalAssetsBOYAmt |
| Total Assets EOY | $882,654 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $63,722 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $169,149 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $568,576 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $713,505 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Conscious Capitalism, Inc. is a non-profit organization dedicated to cultivating the theory and practice of Conscious Capitalism. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $868,870 | ExpenseAmt |
| Revenue | $930,051 | RevenueAmt |
| Desc | Conscious Capitalism, Inc. is dedicated to cultivating the theory and practice of Conscious Capitalism. Conscious Capitalism, Inc. offers transformative thinking, programs, events, and communities of inquiry designed to support the elevation of humanity through the application of the principles of Conscious Capitalism. In 2013 Conscious Capitalism hosted a Spring Conference with more than 300 attendees who attended two+ days of educational programming. The annual CEO Summit was held in the Fall with more than 160 attendees and also 2+ days of programming. These conferences are multi-faceted and include curriculum, speakers, and hands-on experiences which incorporate the teachings. Additional programming included the launch of a new website, electronic newsletters, social media, and providing speakers for other events. The objective of these programs is to introduce and deepen understanding of the four pillars guiding and underlying a business that practices Conscious Capitalism: Higher Purpose - Recognizing that every business has a purpose that includes, but is more than, making money; Stakeholder Orientation - A business needs to create clue with and for all its various stakeholders (customers, employees, vendors, investors, community, the environment, etc); Conscious Leadership - Conscious Leaders embrace the higher purpose of business, focus on created value for all the business stakeholders and purposefully create Conscious Culture; Conscious Culture - The values, principles, and practices underlying the atmosphere of a business. The organization has 19 people serving on the board. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $0 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $868,870 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 19 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Venturity Financial Partners | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2144323874 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14131 Midway Rd 112 | AddressLine1 |
| City | Addison | City |
| State | TX | State |
| ZIP Code | 75001 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Philomena Blees | ||||||
| Board Member | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Steve Leveen | ||||||
| Board Member | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Randall Stagen | ||||||
| Board Member | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Shubhro Sen | ||||||
| Board Member | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Doug Levy | ||||||
| Co-Chairman | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Cheryl Rosner | ||||||
| Board Member | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Ed Freeman | ||||||
| Board Member | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Timothy Henry | ||||||
| Board Member | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Vidar Jorgensen | ||||||
| Board Member | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Jeff Klein | ||||||
| Board Member | 40.00 | Yes (X) | $0 | $0 | $0 | |
| Roberta Lang | ||||||
| Board Member | 5.00 | Yes (X) | $0 | $0 | $0 | |
| John Mackey | ||||||
| Board Member | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Susan Niederhoffer | ||||||
| Board Member | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Carrie Parsons | ||||||
| Board Member | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Doug Rauch | ||||||
| Chairman | 32.00 | Yes (X) | $81,250 | $0 | $0 | Yes (X) |
| Rajendra Sisodia | ||||||
| Co-Chairman | 20.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Kip Tindell | ||||||
| Board Member | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Rick Voirin | ||||||
| Board Member | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Jack Lowe JR | ||||||
| board Member | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Laura Roberts | ||||||
| board Member | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $81,250 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeff Klein | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 392 Durant Way | AddressLine1 |
| City | Mill Valley | City |
| State | CA | State |
| ZIP Code | 94941 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Consulting | ServicesDesc |
| Compensation | $165,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $72,190 | MembershipDuesAmt |
| All Other Contributions | $417,135 | AllOtherContributionsAmt |
| Total Contributions | $489,325 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Program Service Revenu | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $930,051 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $930,051 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $930,051 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66 | TotalRevenueColumnAmt |
| Exclusion | $66 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,419,442 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $930,051 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $66 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,500 | TotalAmt |
| Program Services | $17,385 | ProgramServicesAmt |
| Management And General | $74,115 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,547 | TotalAmt |
| Program Services | $1,624 | ProgramServicesAmt |
| Management And General | $6,923 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $878 | TotalAmt |
| Management And General | $878 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,713 | TotalAmt |
| Management And General | $21,713 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,055 | TotalAmt |
| Program Services | $74,898 | ProgramServicesAmt |
| Management And General | $249,157 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15 | TotalAmt |
| Program Services | $15 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,408 | TotalAmt |
| Program Services | $385 | ProgramServicesAmt |
| Management And General | $1,023 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,306 | TotalAmt |
| Program Services | $780 | ProgramServicesAmt |
| Management And General | $6,526 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,300 | TotalAmt |
| Program Services | $3,300 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $626 | TotalAmt |
| Management And General | $626 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,498 | TotalAmt |
| Management And General | $23,498 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,156 | TotalAmt |
| Management And General | $2,156 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Program and Event Costs | $782,213 | $768,619 | $13,594 |
| Postage, printing, deli | $2,739 | $1,820 | $919 |
| Supplies | $1,601 | $1,601 | |
| Conference and training | $1,356 | $1,356 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,602 | TotalAmt |
| Program Services | $44 | ProgramServicesAmt |
| Management And General | $1,558 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,274,513 | TotalAmt |
| Program Services | $868,870 | ProgramServicesAmt |
| Management And General | $405,643 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $469,596 | BOYAmt |
| EOY | $609,228 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $54,312 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $153,768 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,879 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,298 | BOYAmt |
| EOY | $127,889 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,525 | BOYAmt |
| EOY | $89,525 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,121 | BOYAmt |
| EOY | $1,700 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $632,298 | BOYAmt |
| EOY | $882,654 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,722 | BOYAmt |
| EOY | $40,944 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $128,205 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,722 | BOYAmt |
| EOY | $169,149 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $568,576 | BOYAmt |
| EOY | $713,505 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $568,576 | BOYAmt |
| EOY | $713,505 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $632,298 | BOYAmt |
| EOY | $882,654 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $144,929 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $438,587 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $330,930 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $296,895 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $292,330 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $489,325 | CurrentTaxYearAmt |
| Total | $1,848,067 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $438,587 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $330,930 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $296,895 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $292,330 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $489,325 | CurrentTaxYearAmt |
| Total | $1,848,067 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $756,951 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,091,116 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $266 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $317 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66 | CurrentTaxYearAmt |
| Total | $748 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $290,613 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $401,494 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $368,712 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $725,253 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $930,051 | CurrentTaxYearAmt |
| Total | $2,716,123 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,564,938 | TotalSupportAmt |
| Public Support CY170 | 0.23900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.50960 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests PY170 | Yes (X) | ThirtyThrPctSuprtTestsPY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $153,768 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,879 | DepreciationAmt |
| Book Value | $127,889 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $127,889 | TotalBookValueLandBuildingsAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeff Klein | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Board Member | RelationshipDescriptionTxt |
| Transaction | $165,000 | TransactionAmt |
| Transaction | Monthly Marketing and Management | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Line 2 explanation - Two of the board members, John Mackey and Roberta Lang, work for Whole Foods Market as senior executives. Two of the board members, Randall Stagen and Rick Voirin. worked with or for Stagen and Satori Capital. Two of the board members, Jeff Klein and Doug Rauch, worked for Conscious Capitalism, Inc. |
| Form 990, Part VI, Section B, line 11 | Line 11a explanation - The 990 is provided to all board members electronically prior to filing with request for full review, comment and approval. |
| Form 990, Part VI, Section B, line 12c | A copy of the policy is located in all board manuals,the corporate minute book and online. |
| Form 990, Part VI, Section B, line 15 | This organization follows the Rebuttable Presumption Checklist offered by the IRS under Section 4958 guidelines. It obtains a minimum of 5 comparables for each position offered with annual compensation equal to or in excess of $50,000. The comparables are given in writing to the board members at a meeting to discuss the hire. After discussion, the board approves the pay package and minutes of the discussion, along with the checklist and comparables, are filed with the minutes of the corporation (or the division board, as appropriate), prior to the first payment made to the new hire. This organization follows the Rebuttable Presumption Checklist offered by the IRS under Section 4958 guidelines. It obtains a minimum of 5 comparables for each position offered with annual compensation equal to or in excess of $50,000. The comparables are given in writing to the board members at a meeting to discuss the hire. After discussion, the board approves the pay package and minutes of the discussion, along with the checklist and comparables, are filed with the minutes of the corporation (or the division board, as appropriate), prior to the first payment made to the new hire. |
| Form 990, Part VI, Section C, line 18 | The Form 1023 and Form 990 are available upon request by email and via Guidestar.org. |
| Form 990, Part VI, Section C, line 19 | The governing documents, policies, and financial statements are available upon request by return mail or email. |
| Form 990, Part IX, line 11g | Payroll fees: Program service expenses 40. Management and general expenses 360. Fundraising expenses 0. Total expenses 400. Consulting: Program service expenses 57,038. Management and general expenses 248,797. Fundraising expenses 0. Total expenses 305,835. Graphic Design: Program service expenses 17,820. Management and general expenses 0. Fundraising expenses 0. Total expenses 17,820. |
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