NATIONAL COUNCIL ON AGING INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL COUNCIL ON AGING INC (EIN 13-1932384)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201311349349304316
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T13:43:37-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARONSON LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 KING FARM BLVD 3RD FLOOR | AddressLine1 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 20850 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131932384 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | National Council on the Aging Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % DONNA WHITT | InCareOfName |
| Name Control | NATI | NameControl |
| Phone | 2024791200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 L STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | donna whitt | Name |
| Title | senior vice president and cfo | Title |
| Phone | 2024791200 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Craig Stevens CPA | Name |
| Phone | 3012316200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | james firman | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 L STREET NW 400 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 50836311 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NCOA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1960 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | the national council on aging is a national network of organizations and individuals dedicated to improving the health and independence of older persons, especially those who are vulnerable and disadvantaged. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1927 | TotalNbrEmployees |
| Total Nbr Volunteers | 2 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 61977092 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 50015130 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 63953 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 113738 | InvestmentIncomePriorYear |
| Investment Income Current Year | 117063 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1940 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 62154783 | TotalRevenuePriorYear |
| Total Revenue Current Year | 50134133 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 32458724 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 20514116 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10245876 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9672536 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 693185 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 23897775 | OtherExpensePriorYear |
| Other Expenses Current Year | 17721595 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 66602375 | TotalExpensesPriorYear |
| Total Expenses Current Year | 47908247 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4447592 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2225886 | RevenuesLessExpensesCY |
| Total Assets BOY | 11076242 | TotalAssetsBOY |
| Total Assets EOY | 12793299 | TotalAssetsEOY |
| Total Liabilities BOY | 6928181 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7122383 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4148061 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5670916 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE NATIONAL COUNCIL ON AGING (NCOA) IS A NONPROFIT SERVICE AND ADVOCACY ORGANIZATION HEADQUARTERED IN WASHINGTON, DC. OUR MISSION IS TO IMPROVE THE LIVES OF OLDER AMERICANS. NCOA IS A NATIONAL VOICE FOR OLDER ADULTS-ESPECIALLY THOSE WHO ARE VULNERABLE AND DISADVANTAGED-AND THE COMMUNITY ORGANIZATIONS THAT SERVE THEM. WE BRING TOGETHER NONPROFIT ORGANIZATIONS, BUSINESSES, AND GOVERNMENT TO DEVELOP CREATIVE SOLUTIONS THAT IMPROVE THE LIVES OF ALL OLDER ADULTS. WE WORK WITH THOUSANDS OF ORGANIZATIONS ACROSS THE COUNTRY TO HELP SENIORS FIND JOBS AND BENEFITS, IMPROVE THEIR HEALTH, LIVE INDEPENDENTLY, AND REMAIN ACTIVE IN THEIR COMMUNITIES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 33344969 | Expense |
| Grants | 19274750 | Grants |
| Description | workforce development: services and supports to increase older adults' participation in meaningful and rewarding paid employment. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3408333 | Expense |
| Grants | 219590 | Grants |
| Description | healthy aging programs: programs and services that help older adults live healthier lives by increasing the quality and accessibility of health programming in communities nationwide. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2885723 | Expense |
| Grants | 971196 | Grants |
| Description | access to benefits: services and support to increase older adults' access to public and private benefits and other resources that improve the quality of their lives. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 5149285 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 48580 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 1940 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 44788310 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 186 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1927 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DONNA WHITT | NamePerson |
| Telephone Number | 2024791200 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 L STREET NW STE 800 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| charles fahey | ||||||||
| past chair | 1.0 | X | X | 0 | 0 | 0 | ||
| ronald schoeffler | ||||||||
| director | 1.0 | X | 0 | 0 | 0 | |||
| diana aviv | ||||||||
| director | 1.0 | X | 0 | 0 | 0 | |||
| richard browdie | ||||||||
| chair | 1.0 | X | X | 0 | 0 | 0 | ||
| josefina carbonell | ||||||||
| director | 1.0 | X | 0 | 0 | 0 | |||
| john erickson | ||||||||
| director | 1.0 | X | 0 | 0 | 0 | |||
| andrew greene | ||||||||
| treasurer | 1.0 | X | X | 0 | 0 | 0 | ||
| sandra king | ||||||||
| secretary | 1.0 | X | X | 0 | 0 | 0 | ||
| mark mcclellan | ||||||||
| director | 1.0 | X | 0 | 0 | 0 | |||
| molly mettler | ||||||||
| director | 1.0 | X | 0 | 0 | 0 | |||
| david sidwell | ||||||||
| director | 1.0 | X | 0 | 0 | 0 | |||
| cass wheeler | ||||||||
| director | 1.0 | X | 0 | 0 | 0 | |||
| carol zernial | ||||||||
| director | 1.0 | X | 0 | 0 | 0 | |||
| robert b blancato | ||||||||
| director | 1.0 | X | 0 | 0 | 0 | |||
| james r knickman | ||||||||
| director | 1.0 | X | 0 | 0 | 0 | |||
| christine james brown | ||||||||
| director | 1.0 | X | 0 | 0 | 0 | |||
| satya verma | ||||||||
| director | 1.0 | X | 0 | 0 | 0 | |||
| james firman | ||||||||
| president/ceo | 37.5 | X | 253966 | 0 | 55734 | |||
| donna whitt | ||||||||
| senior vice president/cfo | 37.5 | X | 183068 | 0 | 13912 | |||
| stuart s spector | ||||||||
| vice president | 37.5 | 183617 | 0 | 29112 | X | |||
| jay greenberg | ||||||||
| executive vice president | 37.5 | 179663 | 0 | 26377 | X | |||
| nancy whitelaw | ||||||||
| senior vice president | 37.5 | 169290 | 0 | 35884 | X | |||
| sandra nathan | ||||||||
| vice president | 37.5 | 187465 | 0 | 11083 | X | |||
| howard bedlin | ||||||||
| vice president | 37.5 | 168685 | 0 | 34530 | X | |||
| wendy zenker | ||||||||
| vice president | 37.5 | 160083 | 0 | 12153 | X | |||
| marlene schneider | ||||||||
| vice president | 37.5 | 111778 | 0 | 16059 | X | |||
| nora dowd-eisenhower | ||||||||
| vice president | 37.5 | 100626 | 0 | 11083 | X | |||
| rina a pennacchia | ||||||||
| vice president | 37.5 | 150780 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1849021 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 245927 | TotalOtherCompensation |
| Number Individuals GT100 K | 11 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| national foundation for debt manang | |||||
| 14104 58th street north | CLEARWATER | FL | 33760 | consulting | 578363 |
| strategic communications | |||||
| 34 west avenue ste e | WAYNBE | PA | 19087 | consulting | 160405 |
| leviathon technology group | |||||
| 425 east 74th st 2c | NEW YORK | NY | 10021 | information tech | 468151 |
| stanford university | |||||
| 1705 el camino real | PALO ALTO | CA | 94304 | consulting | 637600 |
| Housing Options Provided for the El | |||||
| 4265 Shaw Blvd | ST LOUIS | MO | 63110 | consulting | 439222 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 16 | NumberOfContractorsGT100K |
| Membership Dues | 160444 | MembershipDues |
| Government Grants | 40747806 | GovernmentGrants |
| All Other Contributions | 9106880 | AllOtherContributions |
| Total Contributions | 50015130 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 117063 | TotalRevenueColumn |
| Exclusion | $117,063 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 702178 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 702178 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1940 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1940 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1940 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 50134133 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1940 | RelatedOrExemptFunctionIncome |
| Exclusion | $117,063 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20514116 | Total |
| Program Services | 20514116 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1264019 | Total |
| Program Services | 863702 | ProgramServices |
| Management And General | 400317 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6478000 | Total |
| Program Services | 5318989 | ProgramServices |
| Management And General | 773719 | ManagementAndGeneral |
| Fundraising | 385292 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 383579 | Total |
| Program Services | 313544 | ProgramServices |
| Management And General | 43683 | ManagementAndGeneral |
| Fundraising | 26352 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1030628 | Total |
| Program Services | 872832 | ProgramServices |
| Management And General | 117608 | ManagementAndGeneral |
| Fundraising | 40188 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 516310 | Total |
| Program Services | 400161 | ProgramServices |
| Management And General | 87703 | ManagementAndGeneral |
| Fundraising | 28446 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84187 | Total |
| Program Services | 59587 | ProgramServices |
| Management And General | 24600 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148689 | Total |
| Program Services | 67902 | ProgramServices |
| Management And General | 80787 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49144 | Total |
| Program Services | 16381 | ProgramServices |
| Management And General | 32763 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4531565 | Total |
| Program Services | 4097158 | ProgramServices |
| Management And General | 426659 | ManagementAndGeneral |
| Fundraising | 7748 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38552 | Total |
| Program Services | 36360 | ProgramServices |
| Management And General | 70 | ManagementAndGeneral |
| Fundraising | 2122 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 874624 | Total |
| Program Services | 745467 | ProgramServices |
| Management And General | 99471 | ManagementAndGeneral |
| Fundraising | 29686 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 242247 | Total |
| Program Services | 249224 | ProgramServices |
| Management And General | -23075 | ManagementAndGeneral |
| Fundraising | 16098 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1045829 | Total |
| Program Services | 848499 | ProgramServices |
| Management And General | 160321 | ManagementAndGeneral |
| Fundraising | 37009 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 750465 | Total |
| Program Services | 688725 | ProgramServices |
| Management And General | 41301 | ManagementAndGeneral |
| Fundraising | 20439 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 178510 | Total |
| Program Services | 143653 | ProgramServices |
| Management And General | 31354 | ManagementAndGeneral |
| Fundraising | 3503 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110252 | Total |
| Program Services | 85162 | ProgramServices |
| Management And General | 20373 | ManagementAndGeneral |
| Fundraising | 4717 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70579 | Total |
| Program Services | 23526 | ProgramServices |
| Management And General | 47053 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| TRAINING - ENROLLEE | 9442769 | 9442688 | 81 | |
| MISCELLANEOUS | 154183 | 634 | 91504 | 62045 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47908247 | Total |
| Program Services | 44788310 | ProgramServices |
| Management And General | 2426752 | ManagementAndGeneral |
| Fundraising | 693185 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 467158 | BOY |
| EOY | 710759 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55721 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6372915 | BOY |
| EOY | 8702325 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 420100 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 419952 | BOY |
| EOY | 571776 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1698042 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1187701 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 615338 | BOY |
| EOY | 510341 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 291302 | BOY |
| EOY | 219573 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2433756 | BOY |
| EOY | 2078525 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11076242 | BOY |
| EOY | 12793299 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4514806 | BOY |
| EOY | 4186658 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 258173 | BOY |
| EOY | 261009 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2155202 | BOY |
| EOY | 2674716 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6928181 | BOY |
| EOY | 7122383 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 969644 | BOY |
| EOY | 180844 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3178417 | BOY |
| EOY | 5490072 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4148061 | BOY |
| EOY | 5670916 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11076242 | BOY |
| EOY | 12793299 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2225886 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -703031 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 36770605 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 39234379 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 45017610 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 61977092 | CurrentTaxYearMinus1Year |
| Current Tax Year | 50015130 | CurrentTaxYear |
| Total | 233014816 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 36770605 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 39234379 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 45017610 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 61977092 | CurrentTaxYearMinus1Year |
| Current Tax Year | 50015130 | CurrentTaxYear |
| Total | 233014816 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 233014816 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 546155 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 378263 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 45543 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 113738 | CurrentTaxYearMinus1Year |
| Current Tax Year | 117063 | CurrentTaxYear |
| Total | 1200762 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 234215578 | TotalSupport |
| Gross Receipts From Admissions Etc | 1940 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99487 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.98380 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 | 795 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 15108 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 15903 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 47908247 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 47924150 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 16619 | CurrentYearMinus3 |
| Current Year Minus2 | 17933 | CurrentYearMinus2 |
| Current Year Minus1 | 26499 | CurrentYearMinus1 |
| Current Year | 15903 | CurrentYear |
| Total | 76954 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 831 | CurrentYearMinus3 |
| Current Year Minus2 | 897 | CurrentYearMinus2 |
| Current Year Minus1 | 1325 | CurrentYearMinus1 |
| Current Year | 795 | CurrentYear |
| Total | 3848 | Total |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 922931 | OtherCostOrOtherBasis |
| Depreciation | 511845 | Depreciation |
| Book Value | 411086 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 600897 | OtherCostOrOtherBasis |
| Depreciation | 600541 | Depreciation |
| Book Value | 356 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 174214 | OtherCostOrOtherBasis |
| Depreciation | 75315 | Depreciation |
| Book Value | 98899 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 510341 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 1000 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FJC AGENCY LOAN FUND | Description |
| Book Value | 2077525 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2078525 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED PENSION COSTS | $2,518,106 |
| DUE TO RELATED PARTIES | $156,610 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2674716 | TotalOfAmounts |
| Total Revenue | 50134133 | TotalRevenue |
| Total Expenses | 47908247 | TotalExpenses |
| Excess Or Deficit For Year | 2225886 | ExcessOrDeficitForYear |
| Other | -$703,031 | OtherAmount |
| Total Adjustments | -703031 | TotalAdjustments |
| Excess Or Deficit Per FS | 1522855 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 50084989 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 50084989 | RevenueSubtotal |
| Investment Expenses Not Included | 49144 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 49144 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 50134133 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 47859103 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 47859103 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 49144 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 49144 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 47908247 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| financial footnote regarding fin 48 (asc 740) | Part X line 2 | NCOA and its affiliates evaluate uncertainty in income tax positions based on a more-likely-than-not recognition standard. If that threshold is met, the tax position is then measured at the largest amount that is greater than 50% likely of being realized upon ultimate settlement. As of June 30, 2012 and 2011, NCOA and its affiliates have evaluated its material tax positions and determined that no accruals for uncertain tax positions are required on NCOA and its affiliates' financial statements. If applicable, NCOA and its affiliates record interest and penalties as a component of income tax expense. Tax years from 2009 through the current year remain open for examination by tax authorities. |
| Other | part xi line 8; part xii line 2d | pension-related changes other than net periodic cost $-703,031 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (42 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| AARP Foundation | |||||||
| 601 E St NW | Washington | DC | 20049 | 520794300 | 501 C 3 | 52000 | support |
| AgeOptions | |||||||
| 1048 Lake St | Oak Park | IL | 60301 | 362806193 | 501 C 3 | 87500 | support |
| Benefits Data Trust | |||||||
| 2 Logan Square | Philadelphia | PA | 19103 | 203455598 | 501 C 3 | 84000 | support |
| Big Sandy Area Community Action Program | |||||||
| Johnson CNTY CRTHSE | Paintsville | KY | 41240 | 610653946 | 501 C 3 | 600899 | support |
| Catholic Health Initiative | |||||||
| 6385 Corp Dr | Colarado Springs | CO | 80919 | 840902211 | 501 C 3 | 52000 | support |
| Central West Virginia Aging Services | |||||||
| PO Box 186 | Buckhannon | WV | 26201 | 550613613 | 501 C 3 | 549356 | support |
| CHPDNASHP | |||||||
| 10 Free St | Portland | ME | 04101 | 521576801 | 501 C 3 | 14760 | support |
| City and County of Honolu | |||||||
| 7105 South King St | Honolulu | HI | 96813 | 794932322 | State/City | 65000 | support |
| Coalition of Wisconsin Aging Groups Inc | |||||||
| 2850 Dairy Dr | Madison | WI | 53718 | 391333172 | 501 C 3 | 12000 | support |
| Community Progress Council Inc | |||||||
| 226 East College Ave | York | PA | 17403 | 231653135 | 501 C 3 | 611921 | support |
| Corpus Christi Parks & Recreation Dept | |||||||
| PO Box 9277 | Corpus Christi | TX | 78469 | 174600574 | State/City | 20000 | support |
| Dept of Health & Family & Family Svcs | |||||||
| 1 W Wilson Strett | Madison | WI | 53707 | State/City | 55000 | support | |
| Detroit Area Agency on Aging | |||||||
| 1333 Brewery Park Blvd | Detroit | MI | 48207 | 382320421 | 501 C 3 | 15000 | support |
| ElderSource | |||||||
| 4160 Woodcock Dr | Jacksonville | FL | 32207 | 591569867 | 501 C 3 | 52000 | support |
| Family Service Agency of San Mateo County | |||||||
| 24 Second Ave | San Mateo | CA | 94401 | 941186169 | 501 C 3 | 1200579 | support |
| Family Services Agency of San Francisco | |||||||
| 10101 Gough Street | San Francisco | CA | 94109 | 941156530 | 501 C 3 | 1240199 | support |
| Georgia Legal Services Pr | |||||||
| 104 Marietta Street | Atlanta | GA | 30303 | 581111590 | 501 C 3 | 85500 | support |
| Isabella Geriatric Center | |||||||
| 515 Audubon Ave | New York | NY | 10040 | 133623808 | 501 C 3 | 119500 | support |
| Job Opportunities Task Force | |||||||
| 111 Water St | Baltimore | MD | 21202 | 522278450 | 501 C 3 | 15000 | support |
| Legal Aid of the Bluegrass | |||||||
| 104 East 7th Street | Covington | NY | 41011 | 610668572 | 501 C 3 | 52000 | support |
| LuzerneWyoming Counties Area Agency on Aging | |||||||
| 111 N Penna Blvd | WilkesBarre | PA | 18701 | 232660272 | 501 C 3 | 870916 | support |
| N4A | |||||||
| 1730 RI Ave NW | Washington | DC | 20036 | 521052345 | 501 C 3 | 46196 | support |
| National Assoc of State Units on Aging | |||||||
| 1201 15th St NW | Washington | DC | 20005 | 396095459 | 501 C 3 | 10000 | support |
| New York City Department for the Aging | |||||||
| 2 Lafayette Street | New York | NY | 10007 | 133153550 | State/City | 1379081 | support |
| Northern Kentucky Community Action Commission | |||||||
| PO Box 931 | Covington | KY | 41012 | 610667805 | 501 C 3 | 1352661 | support |
| Northeast Lousiana University | |||||||
| 700 Univ Ave | Monroe | LA | 71209 | 726001695 | 501 C 3 | 711864 | support |
| Pathstone Inc | |||||||
| 400 East Avenue | Rochester | NY | 14607 | 160984913 | 501 C 3 | 5846881 | support |
| Region VIII Planning & Development Council | |||||||
| PO Box 869 | Petersburg | WV | 26847 | 550531062 | 501C 3 | 532477 | support |
| Senior Resources Agency on Aging | |||||||
| 4 Broadway 3rd Floor | Norwich | CT | 06360 | 060916608 | 501 C 3 | 52000 | support |
| Senior Services of Seattle-King County | |||||||
| 2208 Second Ave | Seattle | WA | 98121 | 911870393 | 501 C3 | 22526 | support |
| Sheltering Arms Senior Center | |||||||
| 3838 Aberdeen Way | Houston | TX | 77025 | 741152601 | 501 C 3 | 15000 | support |
| South Alabama Regional Commission | |||||||
| 110 Beauregard St | Mobile | AL | 03663 | 630501382 | 501 C 3 | 90000 | support |
| Southwestern Community Action Council | |||||||
| 540 Fifth Avenue | Huntington | WV | 25701 | 550488202 | 501 C 3 | 1189134 | support |
| St Lawrence County Office for the Aging | |||||||
| 48 Court St | Canton | NY | 13617 | 156000465 | State/County | 10897 | support |
| Stanford University | |||||||
| PO Box 44253 | San Francisco | CA | 94144 | 941156365 | 501 C 3 | 50000 | support |
| Texas A&M University System Health Science Center | |||||||
| 301 Tarrow St | College Station | TX | 77840 | 742907553 | State Univ | 102064 | support |
| The Legacy Link Inc Area on Aging | |||||||
| 508 Oak St | Gainesville | GA | 30503 | 582317890 | 501 C 3 | 1597397 | support |
| Urban League of Lexington-Fayette County | |||||||
| 148 DeWeese St | Lexington | KY | 40507 | 616054655 | 501 C 3 | 9768 | support |
| Vital Aging Network | |||||||
| 2365 N McKnight Rd | N St Paul | MN | 55109 | 272884329 | 501 C 3 | 7000 | support |
| Washington Cnty Disability Aging and Veterans Svc | |||||||
| 180 East Main Street | Hillsboro | OR | 97123 | 936002316 | State/County | 52000 | support |
| Westmoreland County Community College | |||||||
| 145 Pavilion Lane | Youngwood | PA | 15697 | 251511934 | 501 C 3 | 1512394 | support |
| WISE & Healthy Aging | |||||||
| 1527 4th Street | Santa Monica | CA | 90401 | 952788014 | 501 C 3 | 52000 | support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 42 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | procedures for monitoring use of funds in the u.s. | Identifier |
| Return Reference | part i line 2 | ReturnReference |
| Explanation | ncoa goes through a deliberative process to engage all grantees for various projects. then, during the grant period, ncoa requires periodic project reporting from each such grantee, which will include explanations for variances to their project budgets. ncoa reserves the right to conduct independent audits of all grantees and obtains copies of each organization's financial statements and a-133 audits as appropriate. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| james firman | |||||||||||||
| 253966 | 0 | 0 | 0 | 0 | 0 | 37627 | 0 | 18107 | 0 | 309700 | 0 | 0 | 0 |
| stuart s spector | |||||||||||||
| 183617 | 0 | 0 | 0 | 0 | 0 | 11642 | 0 | 17470 | 0 | 212729 | 0 | 0 | 0 |
| jay greenberg | |||||||||||||
| 179663 | 0 | 0 | 0 | 0 | 0 | 11243 | 0 | 15134 | 0 | 206040 | 0 | 0 | 0 |
| nancy whitelaw | |||||||||||||
| 169290 | 0 | 0 | 0 | 0 | 0 | 32867 | 0 | 3017 | 0 | 205174 | 0 | 0 | 0 |
| donna whitt | |||||||||||||
| 180359 | 0 | 2709 | 0 | 0 | 0 | 10835 | 0 | 3077 | 0 | 196980 | 0 | 0 | 0 |
| sandra nathan | |||||||||||||
| 183765 | 0 | 3700 | 0 | 0 | 0 | 5885 | 0 | 5198 | 0 | 198548 | 0 | 0 | 0 |
| howard bedlin | |||||||||||||
| 163585 | 0 | 5100 | 0 | 0 | 0 | 18686 | 0 | 15844 | 0 | 203215 | 0 | 0 | 0 |
| wendy zenker | |||||||||||||
| 160083 | 0 | 0 | 0 | 0 | 0 | 9771 | 0 | 2382 | 0 | 172236 | 0 | 0 | 0 |
| rina a pennacchia | |||||||||||||
| 146280 | 0 | 4500 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 150780 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Benefits Data Trust | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Former director is VP | Relationship |
| Amount Of Transaction | 84000 | AmountOfTransaction |
| Description Of Transaction | consulting | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| number of employees | part i line 5 | ncoa had 111 employees during calendar year-end 2010; also w-2's were sent to 1,816 program enrollees, resulting in 1,927 w-2's reported in part v line 2a. |
| review process of 990 | part vi line 11a | an independent accounting firm prepares the 990 which is reviewed and approved by the management and the audit committee, a subcommittee of the ncoa board. the full ncoa board is sent a copy by email before filing with the irs. |
| conflict of interest policy | part vi line 12c | officers, directors or trustees and key employees annually confirm under the conflict of interest policy. |
| process of compensation approval | part vi line 15b | ceo compensation is approved by a committee of the board after studying surveys and comparable compensation at like organizations using available 990s. ncoa has a formal process for annual performance appraisals and compensation reviews for all key employees, which does include multiple level reviews, comparing to market benchmarks and gaining board approval for total budgeted compensation increase averages. |
| certain documents available to the public | part vi line 19 | ncoa makes its governing documents, conflict of interest policy and financial statements available to the public upon request. the audited financial statements and the form 990s are also provided in a link from ncoa's website. |
| other changes in net assets | part xi line 5 | pension-related charges other than net periodic cost $-703,031 / |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | national council on the aging foundation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 l Street nw | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521798451 | EIN |
| Primary Activities | hold assets | PrimaryActivities |
| Legal Domicile State | VA | LegalDomicileState |
| Exempt Code Section | 501(c)(2) | ExemptCodeSection |
| Public Charity Status | n/a | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ncoa | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | true | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ncoa development corp | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 l street nw | AddressLine1 |
| City | washington | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521926577 | EIN |
| Primary Activity | process grant | PrimaryActivity |
| Legal Domicile State | DC | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ncoa | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | c corp | TypeOfEntity |
| Share Of Total Income | 100 | ShareOfTotalIncome |
| Share Of EOY Assets | 100 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | no transactions over the 50000 threshhold | BusinessNameLine1 |
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