BOARDSOURCE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BOARDSOURCE (EIN 52-1681375)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-04-02
- IRS object ID
- 201320929349300102
- 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 | 2013-04-02T07:31:11-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521511275 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Raffa PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L Street NW Suite 900 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20036 | 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 | 521681375 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BoardSource | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BOAR | NameControl |
| Phone | 2024526262 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 9th Street NW No 650 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 200014590 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Anne Wallestad Interim CEO | Name |
| Title | Interim CEO | Title |
| Phone | 2024526262 | Phone |
| Date Signed | 2013-04-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Frank H Smith | Name |
| PTIN | P00639053 | PTIN |
| Phone | 2028225000 | Phone |
| Date Prepared | 2013-04-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Anne Wallestad | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 9th Street NW No 650 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 200014590 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7548310 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.boardsource.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1990 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | Advancing the public good by building exceptional nonprofit boards and inspiring board service. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 48 | TotalNbrEmployees |
| Total Nbr Volunteers | 17 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2283208 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2414517 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2800708 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2807690 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 161086 | InvestmentIncomePriorYear |
| Investment Income Current Year | 279621 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 894969 | OtherRevenuePriorYear |
| Other Revenue Current Year | 603433 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6139971 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6105261 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 120596 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 70677 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3595838 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3723462 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 660575 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3715698 | OtherExpensePriorYear |
| Other Expenses Current Year | 3644732 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7432132 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7438871 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1292161 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1333610 | RevenuesLessExpensesCY |
| Total Assets BOY | 5812168 | TotalAssetsBOY |
| Total Assets EOY | 4697402 | TotalAssetsEOY |
| Total Liabilities BOY | 2913523 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3098996 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2898645 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1598406 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Advancing the public good by building exceptional nonprofit boards and inspiring board service. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3658239 | Expense |
| Grants | 70677 | Grants |
| Revenue | 1161707 | Revenue |
| Description | Governance Education and Training: BoardSource provides educational resources that address essential governance topics, including legal and fiduciary responsibilities; fundraising; Board meetings and processes; Board composition including diversity and inclusion issues; and Board/staff relations. Membership Program: BoardSource's membership program integrates its educational resources into a year-round educational offerings and support for nonprofit leaders. BoardSource's membership program currently includes nearly 25,000 individual leaders from nonprofit organizations across the country. Public Training Programs: BoardSources training programs focus on essential governance training for Board and staff leaders, including programs that provide the Certificate of Nonprofit Board Education, the Leadership Certificate for Board Chairs, and the Leadership Certificate for Chief Executives. BoardSource's training programs reached more than 3,000 nonprofit leaders in 2012. Publications: BoardSource's library of nonprofit governance resources includes more than 100 publications and tools on a broad range of topics relevant to nonprofit CEOs, board leaders, and practitioners. In 2012 alone, more than 27,000 publication resources were accessed by nonprofit leaders from across the country. BoardSource Leadership Forum: The BoardSource Leadership Forum is an annual conference that convenes hundreds of governance experts, board members, chief executives, and senior staff from around the world to discuss the newest thinking and practices in nonprofit governance. The 2012 BoardSource Leadership Forum included more than 600 nonprofit leaders. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2033508 | Expense |
| Revenue | 2249416 | Revenue |
| Description | Consulting & Assessment Services: BoardSource's consulting services support the needs of individual organizations seeking to directly address key issues or challenges in their own Board leadership. In 2012, BoardSource worked with more than 260 organizations on projects including strategic visioning and planning, Board restructuring, clarifying roles and responsibilities, addressing challenging Board dynamics, and much more. Additionally, BoardSource provided diagnostic and assessment services to 650 organizations in 2012. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 561293 | Expense |
| Description | Research: BoardSource conducts research on the frequency and effectiveness of nonprofit governance practices, most notably through the Nonprofit Governance Index. The most recent Index was conducted in 2012 and aggregated responses from nearly 2,600 Chief Executives and Board Chairs from human/social service organizations, trade associations, arts and cultural groups, foundations, healthcare organizations, and higher education institutions. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 6253040 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | 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 | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | 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 | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | 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 | 42 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 48 | 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 | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| 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 | Fred Sherman | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2023492500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 9th Street NW 650 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 200014590 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 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 |
|---|---|---|---|---|---|---|---|---|
| David Nygren | ||||||||
| Chair | 5.00 | X | X | 0 | 0 | 0 | ||
| Phillip Henderson | ||||||||
| Vice Chair | 6.00 | X | X | 0 | 0 | 0 | ||
| John Griswold | ||||||||
| Treasurer | 6.00 | X | X | 0 | 0 | 0 | ||
| Anne Cohn Donnelly | ||||||||
| Secretary | 3.00 | X | X | 0 | 0 | 0 | ||
| Aaron Hurst | ||||||||
| Director | 6.00 | X | 0 | 0 | 0 | |||
| Carol Goss | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| David McGinty | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Dawn McNally | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Edward Whitney | ||||||||
| Director | 0.00 | X | 0 | 0 | 0 | |||
| Eugene Bounds | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Kimberly Roberson | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Maya Enista Smith | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Philip Lochner | ||||||||
| Director | 9.00 | X | 0 | 0 | 0 | |||
| Rick Moyers | ||||||||
| Director | 2.00 | X | 0 | 0 | 0 | |||
| Roxanne Spillett | ||||||||
| Director | 4.00 | X | 0 | 0 | 0 | |||
| Sylvia Yee | ||||||||
| Director | 3.00 | X | 0 | 0 | 0 | |||
| Will Fitzpatrick | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Fred Sherman | ||||||||
| CFO | 40.00 | X | 145748 | 0 | 14651 | |||
| Linda Crompton | ||||||||
| President & CEO | 40.00 | X | 310622 | 0 | 21160 | |||
| Anne Wallestad | ||||||||
| COO | 40.00 | 163260 | 0 | 15190 | X | |||
| Deborah Davidson | ||||||||
| VP Research & Publications | 40.00 | 138989 | 0 | 12953 | X | |||
| Marci Sunderland | ||||||||
| VP Human Resources | 40.00 | 119229 | 0 | 13892 | X | |||
| Rita Santelli | ||||||||
| VP Marketing & Communication | 40.00 | 119150 | 0 | 9610 | X | |||
| Vernetta Walker | ||||||||
| VP Consulting & Training | 40.00 | 117863 | 0 | 11896 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1114861 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 99352 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Hyatt Regency Chicago | |||||
| Lockbox 203899 | Houston | TX | 77216 | Food, beverage, lodging and audio | 322205 |
| Innovative Technologies In Print | |||||
| 200 S Chestnut Street | Elizabethtown | PA | 17022 | Printing and mailing services | 214600 |
| Office IT Solutions | |||||
| 3509 Connecticut Avenue NW | Washington | DC | 20008 | IT equipment & information tech. | 211553 |
| Michael Daigneault | |||||
| 1512 Nightshade Court | Vienna | VA | 22182 | Governance consult. & training | 169861 |
| Avectra | |||||
| 75 Remittance Drive Suite 6012 | Chicago | IL | 606756012 | Software support | 145302 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Membership Dues | 1070467 | MembershipDues |
| All Other Contributions | 1344050 | AllOtherContributions |
| Total Contributions | 2414517 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Consulting/training | 900099 | 1866709 | 1866709 |
| Assessments | 900099 | 382706 | 382706 |
| Leadership forum | 900099 | 302229 | 302229 |
| Training Fees | 900099 | 256046 | 256046 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2807690 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 49070 | TotalRevenueColumn |
| Exclusion | $49,070 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1420000 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1189449 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 230551 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 230551 | TotalRevenueColumn |
| Exclusion | $230,551 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 857033 | GrossSalesOfInventory |
| Cost Of Goods Sold | 253600 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 603433 | TotalRevenueColumn |
| Related Or Exempt Function Income | 603433 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6105261 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3411123 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $279,621 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45000 | Total |
| Program Services | 45000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25677 | Total |
| Program Services | 25677 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 670631 | Total |
| Program Services | 364987 | ProgramServices |
| Management And General | 128319 | ManagementAndGeneral |
| Fundraising | 177325 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2447085 | Total |
| Program Services | 2184234 | ProgramServices |
| Management And General | 82874 | ManagementAndGeneral |
| Fundraising | 179977 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72900 | Total |
| Program Services | 58560 | ProgramServices |
| Management And General | 6229 | ManagementAndGeneral |
| Fundraising | 8111 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 321651 | Total |
| Program Services | 265877 | ProgramServices |
| Management And General | 22728 | ManagementAndGeneral |
| Fundraising | 33046 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 211195 | Total |
| Program Services | 169652 | ProgramServices |
| Management And General | 18044 | ManagementAndGeneral |
| Fundraising | 23499 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 745741 | Total |
| Program Services | 745741 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24691 | Total |
| Program Services | 1313 | ProgramServices |
| Management And General | 19557 | ManagementAndGeneral |
| Fundraising | 3821 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57173 | Total |
| Management And General | 57173 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140717 | Total |
| Program Services | 119451 | ProgramServices |
| Management And General | 16969 | ManagementAndGeneral |
| Fundraising | 4297 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11509 | Total |
| Program Services | 196 | ProgramServices |
| Management And General | 11313 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125144 | Total |
| Program Services | 85594 | ProgramServices |
| Management And General | 14827 | ManagementAndGeneral |
| Fundraising | 24723 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 437094 | Total |
| Program Services | 353810 | ProgramServices |
| Management And General | 36174 | ManagementAndGeneral |
| Fundraising | 47110 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20250 | Total |
| Program Services | 20250 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 831880 | Total |
| Program Services | 668245 | ProgramServices |
| Management And General | 71074 | ManagementAndGeneral |
| Fundraising | 92561 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185059 | Total |
| Program Services | 150059 | ProgramServices |
| Management And General | 5486 | ManagementAndGeneral |
| Fundraising | 29514 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 370513 | Total |
| Program Services | 362850 | ProgramServices |
| Management And General | 3822 | ManagementAndGeneral |
| Fundraising | 3841 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 254571 | Total |
| Program Services | 204496 | ProgramServices |
| Management And General | 21750 | ManagementAndGeneral |
| Fundraising | 28325 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29393 | Total |
| Program Services | 23611 | ProgramServices |
| Management And General | 2512 | ManagementAndGeneral |
| Fundraising | 3270 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Shipping, postage, mail | 183289 | 175729 | 6405 | 1155 |
| Client-reimbursed exp | 137221 | 137221 | ||
| Credit card processing | 73068 | 73068 | ||
| Licenses/permits | 17419 | 17419 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7438871 | Total |
| Program Services | 6253040 | ProgramServices |
| Management And General | 525256 | ManagementAndGeneral |
| Fundraising | 660575 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 385 | BOY |
| EOY | 135 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15300 | BOY |
| EOY | 251195 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 407250 | BOY |
| EOY | 390440 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 341715 | BOY |
| EOY | 322252 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230299 | BOY |
| EOY | 173498 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19377 | BOY |
| EOY | 17192 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2385108 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 759184 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1778536 | BOY |
| EOY | 1625924 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3019306 | BOY |
| EOY | 1916766 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5812168 | BOY |
| EOY | 4697402 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 415295 | BOY |
| EOY | 364348 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 784839 | BOY |
| EOY | 1075029 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1713389 | BOY |
| EOY | 1659619 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2913523 | BOY |
| EOY | 3098996 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2114145 | BOY |
| EOY | 821300 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 573100 | BOY |
| EOY | 565706 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 211400 | BOY |
| EOY | 211400 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2898645 | BOY |
| EOY | 1598406 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5812168 | BOY |
| EOY | 4697402 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -1333610 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 33371 | 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 | 2987097 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2359707 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2633241 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2283208 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2414517 | CurrentTaxYear |
| Total | 12677770 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4475601 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4410305 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2205554 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3842333 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3664723 | CurrentTaxYear |
| Total | 18598516 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7462698 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6770012 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4838795 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6125541 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6079240 | CurrentTaxYear |
| Total | 31276286 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1415000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 968814 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 741117 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 880000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 750000 | CurrentTaxYear |
| Total | 4754931 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 152741 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 463779 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 59632 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 530248 | CurrentTaxYearMinus1Year |
| Current Tax Year | 171106 | CurrentTaxYear |
| Total | 1377506 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1567741 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1432593 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 800749 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1410248 | CurrentTaxYearMinus1Year |
| Current Tax Year | 921106 | CurrentTaxYear |
| Total | 6132437 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 25143849 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 425884 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 317981 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 353402 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 89069 | CurrentTaxYearMinus1Year |
| Current Tax Year | 49070 | CurrentTaxYear |
| Total | 1235406 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 425884 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 317981 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 353402 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 89069 | CurrentTaxYearMinus1Year |
| Current Tax Year | 49070 | CurrentTaxYear |
| Total | 1235406 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 49917 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15699 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20693 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5217 | CurrentTaxYearMinus1Year |
| Total | 91526 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7938499 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7103692 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5212890 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6219827 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6128310 | CurrentTaxYear |
| Total | 32603218 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.77120 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.74460 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03790 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.05240 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 293371 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 26809 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -25677 | GrantsOrScholarships |
| End Of Year Balance | 294503 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 306545 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 7422 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 20596 | GrantsOrScholarships |
| End Of Year Balance | 293371 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 282023 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 47448 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 22926 | GrantsOrScholarships |
| End Of Year Balance | 306545 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 245487 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 39703 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3167 | GrantsOrScholarships |
| End Of Year Balance | 282023 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3909350 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -1251384 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 13502 | GrantsOrScholarships |
| Other Expenditures | 154560 | OtherExpenditures |
| End Of Year Balance | 2489904 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.10860 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.78970 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.10170 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1244742 | OtherCostOrOtherBasis |
| Depreciation | 365736 | Depreciation |
| Book Value | 879006 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 455862 | OtherCostOrOtherBasis |
| Depreciation | 188069 | Depreciation |
| Book Value | 267793 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 684504 | OtherCostOrOtherBasis |
| Depreciation | 205379 | Depreciation |
| Book Value | 479125 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1625924 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Deferred construction allowance | $1,057,520 |
| Deferred rent | $602,099 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1659619 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 6392232 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 33371 | NetUnrealizedGainsInvestments |
| Other Revenues | 253600 | OtherRevenues |
| Revenue Not Rptd F990 | 286971 | RevenueNotRptdF990 |
| Revenue Subtotal | 6105261 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6105261 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7692471 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 253600 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 253600 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7438871 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7438871 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | The Judith O'Connor Memorial Fund, an endowment that generates earnings to support a lectureship which will honor outstanding leaders and thinkers in the nonprofit sector for their achievements in nonprofit leadership or their contribution to the field of nonprofit governance, and scholarships to attend the BoardSource Leadership Forum. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X, Line 2: | BoardSource performed an evaluation of uncertain tax positions for the year ended December 31, 2012, and determined that there were no matters that would require recognition in the financial statements or that may have any effect on its tax-exempt status. |
| Part XI, Line 2d - Other Adjustments: | Cost of goods sold | |
| Part XII, Line 2d - Other Adjustments: | Cost of goods sold |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| San Diego Youth Symphony and Conservatory | |||||||
| 1650 El Prado Suite 207A | San Diego | CA | 92101 | 237380943 | 501(c)(3) | 25000 | Awarded for exemplifying exceptional governance and designing change for their organization. |
| Consumer Credit Counseling Service of Delaware Valley dba Clarifi | |||||||
| 1608 Walnut Street | Philadelphia | PA | 19103 | 231671903 | 501(c)(3) | 10000 | Awarded for exemplifying exceptional governance and designing change for their organization. |
| Opal Community Land Trust | |||||||
| PO Box 1133 | Eastsound | WA | 98245 | 943116010 | 501(c)(3) | 5000 | Awarded for exemplifying exceptional governance and designing change for their organization. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Registration and travel expenses to attend BoardSource conference. | TypeOfGrant |
| Number Of Recipients | 20 | NumberOfRecipients |
| Amount Of Cash Grant | 25677 | AmountOfCashGrant |
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: BoardSource will on occasion make awards to individuals and organizations. The organizations that received awards in 2012 were recognized for their notable achievements in strong and effective governance. The awards were not restricted for a specific purpose of use by the recipient. Small amounts to cover cost of registration and travel to attend a BoardSource conference were awarded to certain eligible individuals as well. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| 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 (4 entries)
| TitleTitle | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fred Sherman | ||||||||||||||
| CFO | 145748 | 0 | 0 | 0 | 0 | 0 | 5931 | 0 | 8720 | 0 | 160399 | 0 | 0 | 0 |
| Linda Crompton | ||||||||||||||
| President & CEO | 310622 | 0 | 0 | 0 | 0 | 0 | 12403 | 0 | 8757 | 0 | 331782 | 0 | 0 | 0 |
| Anne Wallestad | ||||||||||||||
| COO | 163260 | 0 | 0 | 0 | 0 | 0 | 6650 | 0 | 8540 | 0 | 178450 | 0 | 0 | 0 |
| Deborah Davidson | ||||||||||||||
| VP Research & Publications | 138989 | 0 | 0 | 0 | 0 | 0 | 5591 | 0 | 7362 | 0 | 151942 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 4 | Bylaws were updated to conform to changes made to the District of Columbia Business Organizations Code. |
| Form 990, Part VI, Section B, line 11 | Both the Controller and the CFO are involved in preparing all information and documentation used to complete the federal Form 990. They then review it in detail alongside the prior year's federal Form 990 and audited financial statements. The Controller and CFO meet with the CEO to conduct a detailed review of the completed draft. The Audit Committee reviews the federal Form 990 and submits it to the full Board of Directors for final approval prior to it being filed with the Internal Revenue Service. |
| Form 990, Part VI, Section B, line 12c | The Audit Committee reviews these statements annually and reports to the full Board of Directors. If a conflict is disclosed, the Committee refers the matter to the Board of Directors for any required Board action. |
| Form 990, Part VI, Section B, line 15 | CEO: Prior to determining a compensation increase for the President & CEO, a compensation analysis is completed. This analysis is generally compiled by the Vice President of Human Resources (or an independent compensation consultant) using comparable salary data from three or more nonprofit salary surveys. Additionally, comparable organization salary and benefit information is compiled from the federal Form 990 of similar organizations to use as a reference. The compensation analysis is provided to the Board Chair, as well as the CEO Evaluation & Compensation Committee. They provide any recommendations to the full Board on a salary increase for the President & CEO. This is typically completed during the Executive Session of a Board meeting or through confidential email. Any increase in compensation for this position requires unanimous approval of the Board. The Chair of the Board of Directors then provides a letter to the Vice President of Human Resources on the newly approved salary and effective date. CFO: Prior to determining a compensation increase for the CFO, a compensation analysis is completed. This analysis is generally compiled by the Vice President of Human Resources using comparable salary data from three or more nonprofit salary surveys. The compensation analysis is provided to the President & CEO. Based on the performance evaluation of the CFO, the President & CEO provides a memo to the Board of Directors requesting a compensation adjustment along with the compensation analysis and a proposed Board of Directors resolution authorizing a salary increase. This is typically completed during the Executive Session of a Board of Directors meeting or through confidential email. Any increase in compensation for this position requires unanimous approval of the Board of Directors. The President & CEO communicates Board approval to the Vice President of Human Resources. |
| Form 990, Part VI, Section C, line 19 | All are available upon request, and financial statements are also available on the BoardSource website. |
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