OKLAHOMA POLICY INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- OKLAHOMA POLICY INC (EIN 33-1178624)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201303189349304800
- 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 | 2013-11-14T14:04:25-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731413977 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2222 S UTICA PL SUITE 200 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 741147002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 331178624 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA POLICY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OKLA | NameControl |
| Phone | 9187943944 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 14347 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74159 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID BLATT | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9187943944 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN R SCHMITZ | Name |
| PTIN | P00168987 | PTIN |
| Phone | 9187452333 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA POLICY INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | VINCENT LOVOI | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 14347 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74159 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 672083 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.OKPOLICY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2007 | YearFormation |
| State Legal Domicile | OK | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE INDEPENDENT ANALYSIS AND IDEAS ON STATE POLICY AND BUDGET. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 10 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 436043 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 671328 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 355 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -4146 | OtherRevenuePriorYear |
| Other Revenue Current Year | -13213 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 431897 | TotalRevenuePriorYear |
| Total Revenue Current Year | 658470 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 235204 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 264594 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 88296 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 72615 | OtherExpensePriorYear |
| Other Expenses Current Year | 175815 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 307819 | TotalExpensesPriorYear |
| Total Expenses Current Year | 440409 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 124078 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 218061 | RevenuesLessExpensesCY |
| Total Assets BOY | 204204 | TotalAssetsBOY |
| Total Assets EOY | 422265 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 204204 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 422265 | NetAssetsOrFundBalancesEOY |
| Mission Description | OK POLICY PROMOTES ADEQUATE, FAIR, AND FISCALLY RESPONSIBLE FUNDING OF PUBLIC SERVICES AND EXPANDING OPPORTUNITY FOR ALL OKLAHOMANS BY PROVIDING TIMELY AND CREDIBLE INFORMATION, ANALYSIS, AND IDEAS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 272814 | Expense |
| Description | CONDUCT OBJECTIVE ANALYSES OF STATE POLICY ISSUES IN ORDER TO BETTER POSITION OKLAHOMA TO BECOME A MORE PROSPEROUS, BETTER EDUCATED, HEALTHIER, AND INCREASINGLY EQUITABLE STATE. | Description |
| Total Program Service Expense | 272814 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | 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 | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 10 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATIONSHILOH KANTZ | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9187943944 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 907 S DETROIT SUITE 1005 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74120 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (8 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| P VINCENT LOVOI | ||||||
| CHAIRMAN | 5.00 | X | X | 0 | 0 | 0 |
| DON MILLICAN | ||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 |
| LINDA EDMONDSON | ||||||
| SECRETARY | 5.00 | X | X | 0 | 0 | 0 |
| STEVE BURRAGE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| SUSAN NEAL | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| NANCY LOVE ROBERTSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ALBERT KELLY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID BLATT | ||||||
| EXECUTIVE DIRECTOR | 55.00 | X | 98879 | 0 | 19888 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 98879 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 19888 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 75000 | FundraisingEvents |
| All Other Contributions | 596328 | AllOtherContributions |
| Total Contributions | 671328 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 355 | TotalRevenueColumn |
| Exclusion | $355 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 400 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 75000 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 13613 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -13213 | TotalRevenueColumn |
| Exclusion | -$13,213 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 658470 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$12,858 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118767 | Total |
| Program Services | 95014 | ProgramServices |
| Management And General | 5938 | ManagementAndGeneral |
| Fundraising | 17815 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111208 | Total |
| Program Services | 97663 | ProgramServices |
| Management And General | 5371 | ManagementAndGeneral |
| Fundraising | 8174 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5004 | Total |
| Program Services | 4394 | ProgramServices |
| Management And General | 242 | ManagementAndGeneral |
| Fundraising | 368 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6815 | Total |
| Program Services | 5985 | ProgramServices |
| Management And General | 329 | ManagementAndGeneral |
| Fundraising | 501 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22800 | Total |
| Program Services | 20023 | ProgramServices |
| Management And General | 1101 | ManagementAndGeneral |
| Fundraising | 1676 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169 | Total |
| Management And General | 113 | ManagementAndGeneral |
| Fundraising | 56 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16007 | Total |
| Management And General | 10671 | ManagementAndGeneral |
| Fundraising | 5336 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60189 | Total |
| Management And General | 40126 | ManagementAndGeneral |
| Fundraising | 20063 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2290 | Total |
| Fundraising | 2290 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39685 | Total |
| Program Services | 9090 | ProgramServices |
| Management And General | 11431 | ManagementAndGeneral |
| Fundraising | 19164 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23984 | Total |
| Program Services | 11992 | ProgramServices |
| Fundraising | 11992 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11795 | Total |
| Program Services | 10380 | ProgramServices |
| Management And General | 590 | ManagementAndGeneral |
| Fundraising | 825 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16254 | Total |
| Program Services | 16254 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 520 | Total |
| Program Services | 458 | ProgramServices |
| Management And General | 26 | ManagementAndGeneral |
| Fundraising | 36 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2952 | Total |
| Management And General | 2952 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEALS & ENTERTAINMENT | 1561 | 1561 | |
| OTHER EXPENSES | 409 | 409 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 440409 | Total |
| Program Services | 272814 | ProgramServices |
| Management And General | 79299 | ManagementAndGeneral |
| Fundraising | 88296 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90146 | BOY |
| EOY | 209103 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110000 | BOY |
| EOY | 210355 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2500 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3117 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2600 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1037 | BOY |
| EOY | 517 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 521 | BOY |
| EOY | 2290 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 204204 | BOY |
| EOY | 422265 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 204204 | BOY |
| EOY | 422265 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 204204 | BOY |
| EOY | 422265 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 204204 | BOY |
| EOY | 422265 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 218061 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| 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 | 0 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 79769 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 71517 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 116196 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 438168 | CurrentTaxYearMinus1Year |
| Current Tax Year | 671328 | CurrentTaxYear |
| Total | 1376978 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 892 | CurrentTaxYearMinus3Years |
| Total | 892 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 79769 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 72409 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 116196 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 438168 | CurrentTaxYearMinus1Year |
| Current Tax Year | 671328 | CurrentTaxYear |
| Total | 1377870 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 40000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 40000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 50000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 44250 | CurrentTaxYear |
| Total | 209250 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 40000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 40000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 50000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 44250 | CurrentTaxYear |
| Total | 209250 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 1168620 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 355 | CurrentTaxYear |
| Total | 355 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 355 | CurrentTaxYear |
| Total | 355 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 79769 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 72409 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 116196 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 438168 | CurrentTaxYearMinus1Year |
| Current Tax Year | 671683 | CurrentTaxYear |
| Total | 1378225 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.84790 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.51560 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00030 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 6660 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 3750 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 10410 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 271314 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 281724 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 56345 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 14086 | 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 Minus2 | 1600 | CurrentYearMinus2 |
| Current Year Minus1 | 62818 | CurrentYearMinus1 |
| Current Year | 56345 | CurrentYear |
| Total | 120763 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $181,145 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 8000 | CurrentYearMinus2 |
| Current Year Minus1 | 6000 | CurrentYearMinus1 |
| Current Year | 10410 | CurrentYear |
| Total | 24410 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 400 | CurrentYearMinus2 |
| Current Year Minus1 | 15705 | CurrentYearMinus1 |
| Current Year | 14086 | CurrentYear |
| Total | 30191 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $45,287 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 6000 | CurrentYearMinus2 |
| Current Year Minus1 | 2000 | CurrentYearMinus1 |
| Current Year | 6660 | CurrentYear |
| Total | 14660 | Total |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3117 | OtherCostOrOtherBasis |
| Depreciation | 2600 | Depreciation |
| Book Value | 517 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 517 | TotalOfBookValueLandBuildings |
| Tot Revenue Etc Audited Fincl Stmt | 726123 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 67653 | OtherRevenues |
| Revenue Not Rptd F990 | 67653 | RevenueNotRptdF990 |
| Revenue Subtotal | 658470 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 658470 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 455401 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 14992 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 14992 | ExpensesNotRptdF990 |
| Expenses Subtotal | 440409 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 440409 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ACCRUAL TO CASH CONVERSION 54,040. FUNDRAISING EXPENSE INLCUDED IN PART VIII ON 990 13,613. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | ACCRUAL TO CASH CONVERSION 1,379. FUNDRAISING EXPENSE INCLUDED IN PART VIII ON 990 13,613. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | 2013 GALA | NameOfEvent1 |
| Gross Receipts Event1 | 75400 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 75000 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 400 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 13613 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 75400 | GrossReceiptsTotal |
| Charitable Contributions Total | 75000 | CharitableContributionsTotal |
| Gross Revenue Total Events | 400 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 13613 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 13613 | DirectExpenseSummaryEvents |
| Net Income Summary | -13213 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | WHEN THE 990 IS FINISHED, A DRAFT IS SUBMITTED VIA EMAIL TO ALL BOARD MEMBERS. IT IS NOT SIGNED AND SUBMITTED TO THE GOVERNMENT UNTIL ALL BOARD MEMBERS APPROVE IT. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY COLLECTING YEARLY STATEMENTS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD MUST ENTER EXECUTIVE SESSION AND VOTE UNANIMOUSLY TO APPROVE ANY DIRECTOR CHANGES INCLUDING PAY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART IX, LINE 11G | POLICY CONSULTANT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 27,345. FUNDRAISING EXPENSES 13,673. TOTAL EXPENSES 41,018. COMMUNICATIONS CONSULTANT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 12,781. FUNDRAISING EXPENSES 6,390. TOTAL EXPENSES 19,171. | OTHER FEES |