UNITED WAYS OF TEXAS INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAYS OF TEXAS INC (EIN 74-1618608)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-09-04
- IRS object ID
- 201312479349300366
- 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 | 2013-09-04T11:25:15-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742920819 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATCHLEY & ASSOCIATES LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6850 AUSTIN CENTER BLVD STE 180 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 787313129 | 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 | 741618608 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAYS OF TEXAS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 5124786601 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 BRAZOS ST NO 500 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78701 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN R JOHNSON | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 5124786601 | Phone |
| Date Signed | 2013-09-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN E ATCHLEY | Name |
| PTIN | P00238005 | PTIN |
| Phone | 5123462086 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KAREN R JOHNSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 BRAZOS ST NO 500 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 978168 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UWTEXAS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1969 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | UNITED WAYS OF TEXAS EXISTS TO IMPROVE TEXAS COMMUNITIES AS PLACES TO LIVE AND DO BUSINESS THROUGH MEMBER SERVICES, STATEWIDE INITIATIVES AND PUBLIC POLICY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 638496 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 622257 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 208846 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 193424 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 11407 | InvestmentIncomePriorYear |
| Investment Income Current Year | 20178 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 12383 | OtherRevenuePriorYear |
| Other Revenue Current Year | 6928 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 871132 | TotalRevenuePriorYear |
| Total Revenue Current Year | 842787 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 76785 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 29775 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 628729 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 562383 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 14375 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 335717 | OtherExpensePriorYear |
| Other Expenses Current Year | 208648 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1041231 | TotalExpensesPriorYear |
| Total Expenses Current Year | 800806 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -170099 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 41981 | RevenuesLessExpensesCY |
| Total Assets BOY | 1031982 | TotalAssetsBOY |
| Total Assets EOY | 1051840 | TotalAssetsEOY |
| Total Liabilities BOY | 513222 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 454928 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 518760 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 596912 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | STATEWIDE LEADERSHIP THAT MEASURABLY IMPROVES TEXAS COMMUNITIES AS PLACES TO LIVE AND DO BUSINESS. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 177229 | Expense |
| Revenue | 181999 | Revenue |
| Description | STATE EMPLOYEE CHARITABLE CAMPAIGN: UNITED WAYS OF TEXAS (UWT) MANAGES THE STATE EMPLOYEE CHARITABLE CAMPAIGN (SECC), A PAYROLL DEDUCTION CAMPAIGN FOR STATE AND HIGHER EDUCATION EMPLOYEES. UNDER THE MANAGEMENT OF UWT, THE SECC HAS GROWN FROM A LITTLE MORE THAN 2 MILLION DOLLARS TO OVER 9.485 MILLION DOLLARS IN 2012. ADDITIONALLY, THE SECC HAS GROWN TO PROVIDE STATE AND HIGHER EDUCATION EMPLOYEES AN OPPORTUNITY TO GIVE TO HUNDREDS OF NONPROFITS LOCALLY, STATEWIDE, NATIONWIDE AND INTERNATIONALLY. UWT HAS INCREASED THE CAMPAIGN THROUGH PROMOTING A UNIFIED MESSAGE AROUND THE CAMPAIGN, LAUNCHING A USER-FRIENDLY WEBSITE TO PROVIDE DETAILED INFORMATION REGARDING THE CAMPAIGN, PROVIDING HELPFUL TOOLS TO STATE EMPLOYEES TO HELP ADVANCE THE CAMPAIGN IN THEIR WORKPLACE, AND RESEARCHING NEW WAYS TO PROMOTE AND GROW THE CAMPAIGN. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 25000 | Expense |
| Description | EARNED INCOME TAX CREDIT (EITC): GRANT REVENUE RECORDED IN PREVIOUS YEAR. THROUGH A FUNDING PARTNERSHIP WITH UNITED WAY WORLDWIDE AND BANK OF AMERICA, UNITED WAYS OF TEXAS WORKED WITH SEVEN UNITED WAYS AND COMMUNITY PARTNERS STATEWIDE IN 2012 TO CONDUCT OUTREACH AND PROMOTION FOR THE EARNED INCOME TAX CREDIT (EITC) IN CONJUNCTION WITH VOLUNTEER INCOME TAX ASSISTANCE (VITA) SITES. IN THE 2012 PROJECT, PARTICIPATING VITA SITES ASSISTED LOWER-INCOME INDIVIDUALS AND FAMILIES IN FILING NEARLY 8,000 TAX RETURNS TO CLAIM $10,553,560 IN TOTAL REFUNDS, OF WHICH $3,672,036 WERE EITC-RELATED REFUNDS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 25000 | Expense |
| Grants | 22000 | Grants |
| Description | GLAXOSMITHKLINE: UNITED WAYS OF TEXAS (UWT) HOSTED A ONE-DAY TRAINING PROVIDING ATTENDEES WITH EFFECTIVE STRATEGIES FOR ADVOCATING FOR HEALTH CARE. ATTENDEES WERE PROVIDED DETAILED UPDATES ON MEDICAID AND FEDERAL HEALTH CARE AS WELL AS THE OPPORTUNITY TO HEAR FROM A PANEL OF EXPERTS ON THE OUTLOOK OF HEALTH CARE FOR 2013. ATTENDEES WALKED AWAY WITH A BETTER UNDERSTANDING OF THE IMPLEMENTATION TIMELINES, THE PHASING OF NEW REGULATIONS AND THE IMPACTS ON EXISTING HEALTH CARE STRUCTURES. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 409767 | Expense |
| Grants | 7775 | Grants |
| Revenue | 14953 | Revenue |
| Description | OPPORTUNITY TEXAS/RAISE TEXAS: WITH FUNDING AND PARTNERSHIP FROM OPPORTUNITY TEXAS, UWT WORKED WITH ELEVEN LOCAL UNITED WAYS IN 2012 TO INCREASE TAX-TIME SAVINGS TO LOW-TO-MODERATE INCOME INDIVIDUALS AND FAMILIES ACROSS TEXAS. THE PROGRAM PROVIDES $25 INCENTIVES FOR VOLUNTEER INCOME TAX ASSISTANCE (VITA) SITE CLIENTS TO PURCHASE U.S. SERIES I SAVINGS BONDS. IN 2012, 250 TAX FILERS PURCHASED SAVINGS VEHICLES THROUGH THE PROGRAM, THE MAJORITY OF THESE WERE INCREASING THEIR FINANCIAL STABILITY BY SAVING FOR THE FIRST TIME. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 409767 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 7775 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 14953 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 636996 | 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 25 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 6 | 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | 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 | 1 | 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 |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY R THORNTON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5124786601 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 BRAZOS ST SUITE 500 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78701 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| SCOTT WILSON | ||||||
| CHAIR OF THE BOARD | 1.50 | X | X | 0 | 0 | 0 |
| MARK WILLIAMS | ||||||
| SECRETARY | 1.50 | X | X | 0 | 0 | 0 |
| BILL O'BRIEN | ||||||
| TREASURER | 1.50 | X | X | 0 | 0 | 0 |
| DEBRA VON STORCH | ||||||
| CHAIR-ELECT | 1.50 | X | X | 0 | 0 | 0 |
| JIM HINE | ||||||
| PAST CHAIR | 1.50 | X | X | 0 | 0 | 0 |
| CLIFFORD W GRIMES | ||||||
| PROFESSIONAL COUNCIL CHAIR | 1.50 | X | X | 0 | 0 | 0 |
| ANNA BABIN | ||||||
| BOARD MEMBER | 1.50 | X | 0 | 0 | 0 | |
| EDDIE ALDRETE | ||||||
| BOARD MEMBER | 1.50 | X | 0 | 0 | 0 | |
| JOE ARABIE | ||||||
| BOARD MEMBER | 1.50 | X | 0 | 0 | 0 | |
| GLENN COCHRAN | ||||||
| BOARD MEMBER | 1.50 | X | 0 | 0 | 0 | |
| STEPHANIE CONE | ||||||
| BOARD MEMBER | 1.50 | X | 0 | 0 | 0 | |
| JUDGE WOODY GOSSOM JR | ||||||
| BOARD MEMBER | 1.50 | X | 0 | 0 | 0 | |
| DR RAYMOND HAWKINS | ||||||
| BOARD MEMBER | 1.50 | X | 0 | 0 | 0 | |
| STEVE HOWARD | ||||||
| BOARD MEMBER | 1.50 | X | 0 | 0 | 0 | |
| TIM MCKINNEY | ||||||
| BOARD MEMBER | 1.50 | X | 0 | 0 | 0 | |
| DIANA PHILLIPS | ||||||
| BOARD MEMBER | 1.50 | X | 0 | 0 | 0 | |
| DR AUBREY SHARPE | ||||||
| BOARD MEMBER | 1.50 | X | 0 | 0 | 0 | |
| KIMBERLY BOWERS | ||||||
| BOARD MEMBER | 1.50 | X | 0 | 0 | 0 | |
| CHRIS FORSYTHE | ||||||
| BOARD MEMBER | 1.50 | X | 0 | 0 | 0 | |
| SID KESWANI | ||||||
| BOARD MEMBER | 1.50 | X | 0 | 0 | 0 | |
| GAY LEE ASHCRAFT | ||||||
| BOARD MEMBER | 1.50 | X | 0 | 0 | 0 | |
| VICTOR ELMORE | ||||||
| BOARD MEMBER | 1.50 | X | 0 | 0 | 0 | |
| KAREN R JOHNSON | ||||||
| PRESIDENT | 40.00 | X | 172354 | 0 | 16966 | |
| ROXANNE JONES | ||||||
| SR.VP OF OPERATIONS | 40.00 | X | 98747 | 0 | 11170 | |
| NANCY THORNTON | ||||||
| VP OF FINANCE & ADMIN. | 40.00 | X | 82061 | 0 | 14344 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 353162 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 42480 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 503047 | MembershipDues |
| All Other Contributions | 119210 | AllOtherContributions |
| Total Contributions | 622257 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| STATE EMPLOYEE CHARITA | 900099 | 181999 | 181999 | |
| PROFESSIONAL SERVICES | 900099 | 8025 | 8025 | |
| CONFERENCE | 900099 | 3400 | $3,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 193424 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11753 | TotalRevenueColumn |
| Exclusion | $11,753 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 138806 | Securities |
| Other | 5000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 135381 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3425 | Securities |
| Other | 5000 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8425 | TotalRevenueColumn |
| Exclusion | $8,425 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 6928 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6928 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 6928 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 842787 | TotalRevenueColumn |
| Related Or Exempt Function Income | 196952 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $23,578 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29775 | Total |
| Program Services | 29775 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 395645 | Total |
| Program Services | 300077 | ProgramServices |
| Management And General | 85003 | ManagementAndGeneral |
| Fundraising | 10565 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86304 | Total |
| Program Services | 86304 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22380 | Total |
| Program Services | 18397 | ProgramServices |
| Management And General | 3558 | ManagementAndGeneral |
| Fundraising | 425 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35838 | Total |
| Program Services | 28166 | ProgramServices |
| Management And General | 6995 | ManagementAndGeneral |
| Fundraising | 677 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22216 | Total |
| Program Services | 17806 | ProgramServices |
| Management And General | 3930 | ManagementAndGeneral |
| Fundraising | 480 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12195 | Total |
| Program Services | 9563 | ProgramServices |
| Management And General | 2632 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12719 | Total |
| Program Services | 9974 | ProgramServices |
| Management And General | 2745 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39869 | Total |
| Program Services | 31264 | ProgramServices |
| Management And General | 8605 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1143 | Total |
| Program Services | 1045 | ProgramServices |
| Management And General | 98 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18178 | Total |
| Program Services | 14569 | ProgramServices |
| Management And General | 3216 | ManagementAndGeneral |
| Fundraising | 393 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30920 | Total |
| Program Services | 23142 | ProgramServices |
| Management And General | 7267 | ManagementAndGeneral |
| Fundraising | 511 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40377 | Total |
| Program Services | 29954 | ProgramServices |
| Management And General | 9822 | ManagementAndGeneral |
| Fundraising | 601 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3139 | Total |
| Program Services | 2516 | ProgramServices |
| Management And General | 555 | ManagementAndGeneral |
| Fundraising | 68 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2802 | Total |
| Program Services | 400 | ProgramServices |
| Management And General | 2402 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EQUIPMENT MAINTENANCE & | 18602 | 14909 | 3291 | 402 |
| TELEPHONE | 11860 | 10112 | 1558 | 190 |
| SUPPLIES | 5463 | 4930 | 475 | 58 |
| SUBSCRIPTIONS & PUBLICA | 4626 | 3348 | 1278 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6755 | Total |
| Program Services | 745 | ProgramServices |
| Management And General | 6005 | ManagementAndGeneral |
| Fundraising | 5 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 800806 | Total |
| Program Services | 636996 | ProgramServices |
| Management And General | 149435 | ManagementAndGeneral |
| Fundraising | 14375 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62237 | BOY |
| EOY | 129448 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 246792 | BOY |
| EOY | 203517 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35000 | BOY |
| EOY | 30000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 187476 | BOY |
| EOY | 187543 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4542 | BOY |
| EOY | 4589 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 87655 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 69940 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17914 | BOY |
| EOY | 17715 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70516 | BOY |
| EOY | 50474 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 407505 | BOY |
| EOY | 428554 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1031982 | BOY |
| EOY | 1051840 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44411 | BOY |
| EOY | 45598 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 192463 | BOY |
| EOY | 137773 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 276348 | BOY |
| EOY | 271557 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 513222 | BOY |
| EOY | 454928 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 388820 | BOY |
| EOY | 434801 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 129940 | BOY |
| EOY | 162111 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 518760 | BOY |
| EOY | 596912 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1031982 | BOY |
| EOY | 1051840 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 41981 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 36171 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1077716 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1175222 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 877186 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 638496 | CurrentTaxYearMinus1Year |
| Current Tax Year | 622257 | CurrentTaxYear |
| Total | 4390877 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 343730 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 195948 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 218235 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 218449 | CurrentTaxYearMinus1Year |
| Current Tax Year | 196952 | CurrentTaxYear |
| Total | 1173314 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1421446 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1371170 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1095421 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 856945 | CurrentTaxYearMinus1Year |
| Current Tax Year | 819209 | CurrentTaxYear |
| Total | 5564191 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 333640 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 92094 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 88913 | CurrentTaxYearMinus2Years |
| Total | 514647 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 47591 | CurrentTaxYear |
| Total | 47591 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 333640 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 92094 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 88913 | CurrentTaxYearMinus2Years |
| Current Tax Year | 47591 | CurrentTaxYear |
| Total | 562238 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 5001953 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18988 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24090 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13301 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9514 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11753 | CurrentTaxYear |
| Total | 77646 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18988 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24090 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13301 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9514 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11753 | CurrentTaxYear |
| Total | 77646 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 2780 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3400 | CurrentTaxYear |
| Total | 6180 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1440434 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1395260 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1108722 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 869239 | CurrentTaxYearMinus1Year |
| Current Tax Year | 834362 | CurrentTaxYear |
| Total | 5648017 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.88560 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.91180 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01370 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01360 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: CONFERENCE - 2011 AMOUNT: $ 2,780. 2012 AMOUNT: $ 3,400. | GeneralExplanation |
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 | 4139 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 19093 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 23232 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 777574 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 800806 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 145121 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 36280 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 198228 | CurrentYearMinus3 |
| Current Year Minus2 | 186119 | CurrentYearMinus2 |
| Current Year Minus1 | 179123 | CurrentYearMinus1 |
| Current Year | 145121 | CurrentYear |
| Total | 708591 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,062,887 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 22651 | CurrentYearMinus3 |
| Current Year Minus2 | 24247 | CurrentYearMinus2 |
| Current Year Minus1 | 66661 | CurrentYearMinus1 |
| Current Year | 23232 | CurrentYear |
| Total | 136791 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 49557 | CurrentYearMinus3 |
| Current Year Minus2 | 46530 | CurrentYearMinus2 |
| Current Year Minus1 | 44781 | CurrentYearMinus1 |
| Current Year | 36280 | CurrentYear |
| Total | 177148 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $265,722 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1903 | CurrentYearMinus3 |
| Current Year Minus2 | 3633 | CurrentYearMinus2 |
| Current Year Minus1 | 13120 | CurrentYearMinus1 |
| Current Year | 4139 | CurrentYear |
| Total | 22795 | Total |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 56445 | OtherCostOrOtherBasis |
| Depreciation | 38730 | Depreciation |
| Book Value | 17715 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 31210 | OtherCostOrOtherBasis |
| Depreciation | 31210 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 17715 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| TOTAL STOCK MKT IDX ADM | 214711 | F |
| VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL | 72987 | F |
| INTER-TERM BOND INDEX ADM | 140856 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 428554 | TotalOfBookValueSecurities |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 878958 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 36171 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 36171 | RevenueNotRptdF990 |
| Revenue Subtotal | 842787 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 842787 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 800806 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 800806 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 800806 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | THE ORGANIZATION HAS ADOPTED FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAX. THAT STANDARD PRESCRIBES A MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT METHODOLOGY THAT A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE FOR DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ORGANIZATION WILL WORK WITH THE BOARD TO GET VOLUNTEERS TO WORK ON THE GRANT COMMITTEE. THIS COMMITTEE REVIEWS THE GRANT PROPOSALS AND SENDS A RSP AND EVALUATION FORM TO THE APPLICANTS. THE COMMITTEE WILL SCORE EACH APPLICANT BASED ON THE PAPERWORK RECEIVED AND MEET TO DISCUSS THE SCORES. APPLICANTS ARE SCORED ACCORDING TO EACH GRANT'S CRITERIA. EACH GRANTEE WHO RECEIVES FUNDING MUST FOLLOW UP WITH THE ORGANIZATION WITH PROPER DOCUMENTATION ON HOW THEY USED THE FUNDS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KAREN R JOHNSON | NamePerson |
| Title | PRESIDENT | Title |
| Base Compensation Filing Org | 169754 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 2100 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 500 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 5248 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 11718 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 189320 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | KAREN JOHNSON HAS A $2,500 DISCRETIONARY SPENDING ACCOUNT OF WHICH SHE OVERSPENT BY $322.95. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NEW PROGRAM SERVICES | FORM 990, PART III, LINE 2 | SIGNIFICANT PROGRAM SERVICES UNDERTAKEN IN 2012 INCLUDE THE GLAXOSMITHKLINE ONE-DAY TRAINING PROGRAM AS LISTED ON PAGE 2, PART 3, LINE 4C. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION RECEIVES MEMBERSHIP DUES FROM ITS MEMBERS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS PRESENTED TO THE BOARD FOR REVIEW PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE DOCUMENT IS PRESENTED TO THE BOARD AT THE JANUARY BOARD MEETING AND SENT OUT TO ANY MEMBERS NOT PRESENT. AT THIS TIME THEY NOTIFY THE BOARD OF ANY CONFLICTS AND THEN SIGN OFF ON THE DOCUMENT. THIS IS THEN MONITORED DURING THE YEAR IN CASE OF ANY NEW CONFLICTS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | EACH YEAR THE ORGANIZATION PURCHASES A NON-PROFIT SALARY STUDY PUBLICATION TO REVIEW AND COMPARE CURRENT STAFF POSITIONS TO COMPARABLE POSITIONS IN THE STUDY. THE CEO AND SR. VP OF OPERATIONS PRESENT THEIR FINDINGS AND RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE OF THE BOARD. FINAL APPROVAL OF ANNUAL SALARY INCREASES ARE VOTED ON BY THE ENTIRE BOARD IN THE ANNUAL BUDGET. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL FORMS ARE AVAILABLE FROM OUR WEBSITE AND UPON WRITTEN REQUEST. |
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