UNITED STATES ARTISTS INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNITED STATES ARTISTS INC (EIN 22-3903993)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-10
- IRS object ID
- 201433149349301538
- 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 | 2014-11-10T13:02:11-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952302617 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SINGERLEWAK LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 WILSHIRE BLVD STE 700 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900243783 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223903993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED STATES ARTISTS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 3124706325 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 980 N MICHIGAN AVE NO 1300 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNA HARRIS | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 3124706586 | PhoneNum |
| Signature | 2014-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIOR TEMKIN | PreparerPersonNm |
| PTIN | P00748170 | PTIN |
| Phone | 3104773924 | PhoneNum |
| Preparation | 2014-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | CAROLINA GARCIA JAYARAM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 980 N MICHIGAN AVE NO 1300 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,327,192 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDSTATESARTISTS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | TO INVEST IN AMERICA'S FINEST ARTISTS AND ILLUMINATE THE VALUE OF ARTISTS TO SOCIETY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,046,390 | PYContributionsGrantsAmt |
| CY Contributions Grants | $178,996 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $898,350 | PYInvestmentIncomeAmt |
| CY Investment Income | $907,448 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,944,740 | PYTotalRevenueAmt |
| CY Total Revenue | $1,086,444 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,520,075 | 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 | $986,440 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $489,786 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $427,857 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,102,665 | PYOtherExpensesAmt |
| CY Other Expenses | $1,256,499 | CYOtherExpensesAmt |
| PY Total Expenses | $5,609,180 | PYTotalExpensesAmt |
| CY Total Expenses | $1,746,285 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,664,440 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$659,841 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,297,669 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,531,377 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $454,703 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $315,405 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,842,966 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,215,972 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO INVEST IN AMERICA'S FINEST ARTISTS AND ILLUMINATE THE VALUE OF ARTISTS TO SOCIETY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $556,860 | ExpenseAmt |
| Desc | USA FELLOWS PROGRAM:WITH ITS MISSION TO 'INVEST IN AMERICA'S FINEST ARTISTS AND ILLUMINATE THE VALUE OF ARTISTS TO SOCIETY', USA RECOGNIZES OUTSTANDING AMERICAN ARTISTS (OR TWO-PERSON COLLABORATIVES) IN ALL DISCIPLINES FROM ACROSS THE COUNTRY. USA FELLOWSHIP AWARDED TO ARTISTS WHO DEMOSTRATE ARTISITIC EXCELLENCE, UNIQUE VISION, AND SIGNIFICANT CONTRIBUTIONS TO THEIR FIELDS.THE 2013 FELLOWSHIP AWARDS CLASS WAS NOT SELECTED. THE RESOURCES WERE USED TO PLAN AND EVOLVE THE FELLOWS PROGRAM SO THAT IT BETTER SERVED THE PAST, CURRENT AND FUTURE FELLOWS. THE PROGRAM NOW INCLUDES NOT ONLY THE FINANCIAL INVESTMENT BUT ALSO AN EVOLVING ALUMNI PROGRAM AND AN ANNUAL ARTISTS CONVENING. STAFF UNDERWENT SIGNIFICANT CHANGES BOTH WITH RELOCATION FROM LOS ANGELES TO CHICAGO AND ALSO A STREAMLINING OF STAFFING WHICH HAS LED TO GREATER EFFICIENCIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $50,742 | ExpenseAmt |
| Desc | USA PROJECTS PROGRAM: AT USA PROJECTS, VISITORS CAN DISCOVER EXCITING NEW ART, SUPPORT ARTIST PROJECTS WITH DONATIONS OF ANY LEVEL TO USA, AND CONNECT WITH THEIR FAVORITE ARTISTS VIA USA PROJECTS COMMUNITY FEATURES. USA ACTIVELY PARTNERS IN THE FUNDRAISING PROCESS WITH ARTISTS WHO HAVE MET USA PROJECTS CRITERIA FOR PROJECT FUNDING. USA PROJECTS ACTIVELY SOLICITS LARGE MATCHING GRANTS, AND ARTISTS REACH OUT TO THEIR FOLLOWERS TO ENCOURAGE GIFTS OF ANY SIZE. FOR PROJECTS THAT RECEIVE A PRE-DETERMINED LEVEL OF PUBLIC SUPPORT, USA PROJECTS MAY PROVIDE GRANT FUNDS TO THE ARTISTS FOR THE PROJECTS PRESENTED. AFTER RECEIVING FUNDING, THE ARTISTS POST VARIOUS TYPES OF PROGRESS REPORTS TO USA PROJECTS AND THEIR FOLLOWERS ON THE WEBSITE. THE ONGOING ENGAGEMENT WITH THE PUBLIC AFTER FUNDING FURTHER SUPPORTS THE SECOND HALF OF USA'S MISSION TO "...ILLUMINATE THE VALUE OF ARTISTS TO SOCIETY". DURING THE 2013 FISCAL YEAR, THE USA PROJECTS PROGRAM WAS MOVED INTO ITS OWN 501(C)(3) ORGANIZATION OF THE SAME NAME WHICH IS UNDER THE DIRECT CONTROL OF UNITED STATES ARTISTS. USA PROJECTS ASSETS WERE TRANSFERED TO APPLIED INFORMATION MANAGEMENT INSTITUTE, A NEBRASKA NON-PROFIT CORPORATION OPERATING UNDER "AIM INSTITUTE". | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $607,602 | 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 | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 199 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 20 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNA HARRIS DIRECTOR OF FINANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3238575857 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 980 N MICHIGAN AVE SUITE 1300 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MARK BRADFORD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN V BERRESFORD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH COLLINS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER D CUMMINGS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHAWN M DONNELLEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW GLASGOW | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JACK GUTHMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EDWARD HENRY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID HORVITZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEANNE KLEIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICK LOWE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TODD SIMON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATIE WEITZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SAMUEL HOI | ||||||
| IMMEDIATE PAST CHAIR | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KATHARINE DESHAW | ||||||
| EXECUTIVE DIRECTOR/TRUSTEE (UNTIL JUNE 2013) | 40.00 | Yes (X) | $282,282 | $0 | $41,337 | Yes (X) |
| STEVEN H OLIVER | ||||||
| CHAIR | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROSALBA ROLON | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DIANE KAPLAN | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JEFF HAMILTON | ||||||
| CFO (UNTIL MARCH 2014) | 40.00 | $125,000 | $0 | $17,173 | Yes (X) | |
| ANNA HARRIS | ||||||
| DIR. OF FINANCE (FROM APRIL 2014) | 40.00 | $0 | $0 | $0 | Yes (X) | |
| CAROLINA GARCIA JAYARAM | ||||||
| PRESIDENT & CEO (FROM FEBRUARY 2014) | 40.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $407,282 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $58,510 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| 5757 WILSHIRE LLC | |||||
| 1801 W OLYMPIC BLVD FILE 1385 | PASADENA | CA | 91199 | RENTAL PROPERTY | $149,685 |
| SCALABLE PATH | |||||
| 9187 ORINDA WAY | GILROY | CA | 95020 | WEB DEVELOPMENT | $123,540 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $178,996 | AllOtherContributionsAmt |
| Total Contributions | $178,996 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $295,936 | TotalRevenueColumnAmt |
| Exclusion | $295,936 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,852,260 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,142,688 | SecuritiesAmt |
| Other | $98,060 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $709,572 | SecuritiesAmt |
| Other | -$98,060 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $611,512 | TotalRevenueColumnAmt |
| Exclusion | $611,512 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,086,444 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $907,448 | 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 | $195,948 | TotalAmt |
| Program Services | $52,210 | ProgramServicesAmt |
| Management And General | $64,622 | ManagementAndGeneralAmt |
| Fundraising | $79,116 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,185 | TotalAmt |
| Program Services | $27,760 | ProgramServicesAmt |
| Management And General | $34,359 | ManagementAndGeneralAmt |
| Fundraising | $42,066 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131 | TotalAmt |
| Program Services | $35 | ProgramServicesAmt |
| Management And General | $43 | ManagementAndGeneralAmt |
| Fundraising | $53 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,442 | TotalAmt |
| Program Services | $34,799 | ProgramServicesAmt |
| Management And General | $69,840 | ManagementAndGeneralAmt |
| Fundraising | $50,803 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,080 | TotalAmt |
| Program Services | $9,081 | ProgramServicesAmt |
| Management And General | $11,239 | ManagementAndGeneralAmt |
| Fundraising | $13,760 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,395 | TotalAmt |
| Program Services | $67,207 | ProgramServicesAmt |
| Management And General | $12,407 | ManagementAndGeneralAmt |
| Fundraising | $23,781 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,686 | TotalAmt |
| Program Services | $41,396 | ProgramServicesAmt |
| Management And General | $7,642 | ManagementAndGeneralAmt |
| Fundraising | $14,648 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,397 | TotalAmt |
| Management And General | $81,397 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,669 | TotalAmt |
| Program Services | $189,208 | ProgramServicesAmt |
| Management And General | $35,679 | ManagementAndGeneralAmt |
| Fundraising | $65,782 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,346 | TotalAmt |
| Program Services | $12,157 | ProgramServicesAmt |
| Management And General | $4,189 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,213 | TotalAmt |
| Program Services | $73,668 | ProgramServicesAmt |
| Management And General | $82,877 | ManagementAndGeneralAmt |
| Fundraising | $73,668 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,924 | TotalAmt |
| Program Services | $15,959 | ProgramServicesAmt |
| Management And General | $19,073 | ManagementAndGeneralAmt |
| Fundraising | $3,892 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,742 | TotalAmt |
| Program Services | $50,742 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,386 | TotalAmt |
| Program Services | $9,116 | ProgramServicesAmt |
| Management And General | $10,635 | ManagementAndGeneralAmt |
| Fundraising | $10,635 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,194 | TotalAmt |
| Program Services | $4,858 | ProgramServicesAmt |
| Management And General | $5,668 | ManagementAndGeneralAmt |
| Fundraising | $5,668 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBT | $250,000 | $250,000 | ||
| OTHER EXPENSES | $38,980 | $9,160 | $1,523 | $28,297 |
| TELEPHONE | $21,795 | $7,410 | $6,757 | $7,628 |
| SUPPLIES | $9,707 | $1,747 | $4,077 | $3,883 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,065 | TotalAmt |
| Program Services | $7,049 | ProgramServicesAmt |
| Management And General | $2,839 | ManagementAndGeneralAmt |
| Fundraising | $4,177 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,746,285 | TotalAmt |
| Program Services | $607,602 | ProgramServicesAmt |
| Management And General | $710,826 | ManagementAndGeneralAmt |
| Fundraising | $427,857 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,291 | BOYAmt |
| EOY | $86,141 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,741,905 | BOYAmt |
| EOY | $823,486 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $74,592 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,502 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,766 | BOYAmt |
| EOY | $52,090 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,330,058 | BOYAmt |
| EOY | $13,515,232 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,649 | BOYAmt |
| EOY | $54,428 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,297,669 | BOYAmt |
| EOY | $14,531,377 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,703 | BOYAmt |
| EOY | $120,405 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,000 | BOYAmt |
| EOY | $195,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $454,703 | BOYAmt |
| EOY | $315,405 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,926,599 | BOYAmt |
| EOY | $1,107,979 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,931,974 | BOYAmt |
| EOY | $3,123,600 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,984,393 | BOYAmt |
| EOY | $9,984,393 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,842,966 | BOYAmt |
| EOY | $14,215,972 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,297,669 | BOYAmt |
| EOY | $14,531,377 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$659,841 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,032,847 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,547,824 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,026,049 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,453,622 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,046,390 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $178,996 | CurrentTaxYearAmt |
| Total | $22,252,881 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,547,824 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,026,049 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,453,622 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,046,390 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $178,996 | CurrentTaxYearAmt |
| Total | $22,252,881 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $13,851,049 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,401,832 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $291,096 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $480,946 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $387,412 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $337,670 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $295,936 | CurrentTaxYearAmt |
| Total | $1,793,060 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $24,045,941 | TotalSupportAmt |
| Public Support CY170 | 0.34940 | PublicSupportCY170Pct |
| Public Support PY170 | 0.36520 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,839,365 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,714,102 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $50,081 | OtherExpendituresAmt |
| End Year Balance | $12,503,386 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,284,081 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,055,284 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $500,000 | OtherExpendituresAmt |
| End Year Balance | $10,839,365 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,551,242 | BeginningYearBalanceAmt |
| Contributions | $1,042,135 | ContributionsAmt |
| Investment Earnings Or Losses | -$40,611 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $268,685 | OtherExpendituresAmt |
| End Year Balance | $10,284,081 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,923,457 | BeginningYearBalanceAmt |
| Contributions | $1,942,258 | ContributionsAmt |
| Investment Earnings Or Losses | $1,035,527 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $350,000 | OtherExpendituresAmt |
| End Year Balance | $9,551,242 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $7,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$76,543 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,923,457 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.79850 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20150 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $74,592 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,502 | DepreciationAmt |
| Book Value | $52,090 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $52,090 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,939,833 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,032,846 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,032,846 | RevenueNotReportedAmt |
| Revenue Subtotal | $906,987 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $81,397 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $98,060 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $179,457 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,086,444 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,762,948 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $98,060 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $98,060 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,664,888 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $81,397 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $81,397 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,746,285 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ANNUAL SPENDING FROM EARNINGS OF THE USA FELLOWS ENDOWMENT FUND WILL BE EQUAL TO THE NUMBER OF USA FELLOWSHIPS TO BE UNDERWRITTEN BY EACH GRANT. PRESENTLY, A $1 MILLION ENDOWMENT GIFT WILL ENSURE UNDERWRITING FOR ONE USA FELLOW IN PERPETUITY, REPRESENTING AN ANNUAL SPEND EQUAL TO 5% OF THE PERMANENTLY RESTRICTED USA FELLOWS FUND BALANCE. THE BOARD OF TRUSTEES WILL ANNUALLY REVIEW THE ACCUMULATION OF EARNINGS IN EXCESS OF THE 5% ANNUAL SPENDING OBLIGATION TO CONSIDER INCREASING THE SIZE OF EACH USA FELLOWSHIP GRANT OR TO PARTLY COVER THE COSTS OF THE USA FELLOWS SELECTION PROCESS. |
| PART X, LINE 2: | THE ORGANIZATION HAS ADOPTED THE FASB-ISSUED ASC TOPIC NO. 740, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" ("ASC 740"). ASC 740 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS IN ACCORDANCE WITH STATEMENT NO. 109, "ACCOUNTING FOR INCOME TAXES." THIS GUIDANCE PRESCRIBES COMPREHENSIVE MODELS FOR RECOGNIZING, MEASURING, PRESENTING AND DISCLOSING IN THE FINANCIAL STATEMENTS TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN, INCLUDING POSITIONS THAT THE ORGANIZATION IS EXEMPT FROM INCOME TAXES OR NOT SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME. THE ORGANIZATION'S INCOME TAX RETURNS REMAIN SUBJECT TO EXAMINATION FOR ALL TAX YEARS ENDED ON OR AFTER JUNE 30, 2010 WITH REGARD TO ALL TAX POSITIONS AND THE RESULTS REPORTED. THE ORGANIZATION EVALUATES UNCERTAIN TAX POSITIONS THROUGH REVIEWS OF THE SOURCES OF INCOME TO IDENTIFY UNRELATED BUSINESS INCOME AND CERTAIN OTHER MATTERS INCLUDING THOSE THAT MAY AFFECT ITS TAX-EXEMPT STATUS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF FIXED ASSETS 98,060. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF FIXED ASSETS 98,060. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHARINE DESHAW | PersonNm |
| Title | EXECUTIVE DIRECTOR/TRUSTEE (UNTIL JU | TitleTxt |
| Base Compensation Filing Org | $282,282 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $16,710 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $24,627 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $323,619 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S AUDIT COMMITTEE REVIEWS THE INFORMATIONAL RETURN FOLLOWING THEIR REVIEW OF THE AUDITED FINANCIAL STATEMENTS, WITH STAFF, THE OUTSIDE AUDITORS, INFORMATIONAL RETURN PREPARERS AND LEGAL COUNSEL. UPON THE AUDIT COMMITTEE'S APPROVAL OF THE INFORMATIONAL RETURN, THE INFORMATIONAL RETURN IS SENT TO ALL BOARD MEMBERS FOR THEIR REVIEW AND COMMENTS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION DISTRIBUTES ITS CONFLICT OF INTEREST POLICY TO ALL OFFICERS AND DIRECTORS AT THE BEGINNING OF EACH FISCAL YEAR. THE POLICY REQUIRES THE OFFICERS AND DIRECTORS TO AFFIRM RECEIPT, UNDERSTANDING AND COMPLIANCE WITH THE POLICY, AND REQUIRES DISCLOSURE OF AFFILIATIONS AND RELATIONSHIPS THAT COULD GIVE RISE TO CONFLICTS. NOTWITHSTANDING USA'S ANNUAL ACTIVE DISTRIBUTION AND COMPLETION OF ITS CONFLICT OF INTEREST POLICY STATEMENT, OFFICERS AND DIRECTORS MAINTAIN AN ONGOING RESPONSIBILITY TO NOTIFY USA OF CHANGES IN THEIR AFFILIATIONS THAT MAY REQUIRE DISCLOSURE TO USA UNDER THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | AN INDEPENDENT COMPENSATION CONSULTANT WAS ENGAGED IN EARLY 2007, AND A COMPENSATION REPORT WAS PROVIDED IN MAY 2007. BASED ON THE REPORT, THE 2007-2008 COMPENSATION WAS ESTABLISHED FOR ALL SENIOR STAFF. IN APRIL 2008, THE CONSULTANT UPDATED HER REPORT TO PROVIDE COMPARABLE COMPENSATION INFORMATION FOR ALL EXEMPT AND NON-EXEMPT STAFF. BASED ON THIS UPDATE, ALL STAFF, INCLUDING THE CEO AND CFO, RECEIVED A 4% BASE SALARY INCREASE FOR TAX YEAR 2008-2009. FOR THE TAX YEAR 2009- 2010, NO SALARY ADJUSTMENTS WERE MADE. FOR THE TAX YEAR 2010-2011, A 4% SALARY INCREASE WAS PROVIDED. FOR THE TAX YEAR 2011-2012, A 3% SALARY INCREASE WAS PROVIDED. FOR THE TAX YEAR 2012-2013, THERE WAS NO SALARY INCREASE. FOR THE TAX YEAR 2013-2014, THERE WAS NO SALARY INCREASE. |
| FORM 990, PART VI, SECTION C, LINE 18 | ANY DOCUMENTS REQUESTED BY THE PUBLIC WILL BE FURNISHED UPON REQUEST. THE DOCUMENTS CAN ALSO BE FOUND ON GUIDESTAR.ORG. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL INFORMATIONAL RETURNS AND FINANCIAL STATEMENTS INCLUDING GOVERNING DOCUMENTS SUCH AS THE BYLAWS, IRS DETERMINATION LETTER, GIFT ACCEPTANCE POLICY, CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY AND DOCUMENT RETENTION POLICY ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 189,208. MANAGEMENT AND GENERAL EXPENSES 35,679. FUNDRAISING EXPENSES 65,782. TOTAL EXPENSES 290,669. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | USA PROJECTS | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5757 WILSHIRE BLVD 580 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273555175 | EIN |
| Primary Activities | A WEB-BASED PROGRAM DEDICATED TO ARTISTS | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 170(B)(1) (A)(VI) | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED STATES ARTISTS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | USA PROJECTS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | O | TransactionTypeTxt |
| Involved | $50,742 | InvolvedAmt |
| Method Of Amount Determination | STAFF TIME ALLOCATION | MethodOfAmountDeterminationTxt |
Comments