FREEDOM INSTITUTE INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FREEDOM INSTITUTE INC (EIN 13-2877912)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201323179349305137
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T17:14:09-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271728945 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR DAVIES LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1 |
| City | HARRISON | City |
| State | NY | State |
| ZIP Code | 105281633 | 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 | 132877912 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREEDOM INSTITUTE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FREE | NameControl |
| Phone | 2128380044 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 MADISON AVENUE 21ST FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT L MILLER | Name |
| Title | CHAIRMAN | Title |
| Phone | 2128380044 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARBARA VAN BERGEN | Name |
| PTIN | P00967804 | PTIN |
| Phone | 9143818900 | Phone |
| Date Prepared | 2013-11-05 | DatePrepared |
| 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 | ROBERT L MILLER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 MADISON AVENUE 21ST FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5699902 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FREEDOMINSTITUTE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1976 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO ASSIST AND COUNSEL SUBSTANCE ABUSERS, THEIR FAMILIES, AND THEIR EMPLOYERS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 26 | TotalNbrEmployees |
| Total Nbr Volunteers | 10 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 489386 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 496834 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1183728 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1296580 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 130595 | InvestmentIncomePriorYear |
| Investment Income Current Year | 490320 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | -40923 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1803709 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2242811 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1532380 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1705190 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 124586 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 988127 | OtherExpensePriorYear |
| Other Expenses Current Year | 983883 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2520507 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2689073 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -716798 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -446262 | RevenuesLessExpensesCY |
| Total Assets BOY | 8215711 | TotalAssetsBOY |
| Total Assets EOY | 7967041 | TotalAssetsEOY |
| Total Liabilities BOY | 867476 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 838595 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7348235 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7128446 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | FOUNDED IN 1976, FREEDOM INSTITUTE IS A RESOURCE CENTER FOR FAMILIES IN CRISIS WHO ARE COPING WITH THE EFFECTS OF ADDICTION, AS WELL AS CONTRIBUTING FACTORS LIKE ANXIETY AND DEPRESSION. OUR MISSION IS TO OFFER PERSONALIZED AND CONFIDENTIAL COUNSEL AND CARE TO INDIVIDUALS AND FAMILIES SEEKING TO LEARN ABOUT, PREVENT, AND TREAT SUBSTANCE ABUSE AND ADDICTION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1910814 | Expense |
| Revenue | 1296580 | Revenue |
| Description | SEE SCHEDULE OFREEDOM INSTITUTE'S CHEMICAL DEPENDENCY SERVICES INCLUDE AN INTENSIVE OUTPATIENT PROGRAM (IOP), SEVERAL OUTPATIENT PROGRAMS, PSYCHO-EDUCATIONAL WORKSHOPS, AND BOTH INDIVIDUAL AND GROUP COUNSELING. THIS ALLOWS FOR A PERSON WITH SUBSTANCE ABUSE ISSUES TO ACCESS THE LEVEL OF CARE APPROPRIATE TO HIS/HER ISSUES AND NEEDS. A TYPICAL TREATMENT JOURNEY MAY INCLUDE AN ASSESSMENT AT FREEDOM INSTITUTE, COMPLETION OF A 28-DAY PROGRAM AT AN INPATIENT PROGRAM, PARTICIPATION IN FREEDOM INSTITUTE'S EIGHT WEEK IOP, COMBINED WITH BOTH INDIVIDUAL AND FAMILY COUNSELING, AND THEN PROGRESSION INTO ONE OF OUR STEP-DOWN GROUPS. HOWEVER, SOMEBODY WHO HAS ALREADY ACHIEVED THREE MONTHS OF SOBRIETY MIGHT BEGIN IN A STEP-DOWN GROUP AND NOT NEED THE IOP. OTHER PEOPLE MAY BE ABLE TO ENTER THE IOP AS THE FIRST COURSE OF TREATMENT, WITHOUT NEEDING AN INPATIENT PROGRAM. DURING 2012 WE ADDED A DIALECTICAL BEHAVIOR TRAINING COMPONENT TO THE IOP, AN EVIDENCE-BASED MODALITY WITH DEMONSTRATED EFFECTIVENESS FOR MANY WITH ADDICTION. THE CHEMICAL DEPENDENCY PROGRAM PROVIDED APPROXIMATELY 5,250 SERVICE UNITS IN 2012, INCLUDING BOTH INDIVIDUAL AND GROUP MODALITIES.THE FAMILY PROGRAM PROVIDES FAMILY COUNSELING TO ALCOHOLICS/ADDICTS' FAMILIES, TO HELP EVERYBODY RECOGNIZE THE IMPACT THE DISEASE HAS ON THE ENTIRE FAMILY AND LEARN NEW WAYS OF COPING AND RELATING. RESEARCH HAS CONSISTENTLY SHOWN THAT FAMILY INVOLVEMENT IN TREATMENT AND RECOVERY SIGNIFICANTLY IMPROVES PEOPLE'S CHANCES AT LONG-TERM SOBRIETY. OUR FAMILY THERAPISTS HAVE ADVANCED FAMILY SYSTEMS TRAINING, AND ARE ON THE CUTTING EDGE OF EMERGING PRACTICES IN TREATING FAMILIES WITH SUBSTANCE ABUSE ISSUES. IN 2012, THE FAMILY PROGRAM PROVIDED ABOUT 700 FAMILY COUNSELING SESSIONS. IT REMAINS OUR FASTEST GROWING PROGRAM.THE INDEPENDENT SCHOOL PROGRAM PROVIDES PREVENTION EDUCATION AND COUNSELING IN APPROXIMATELY 50 PRIVATE SCHOOLS IN THE NEW YORK CITY METRO AREA, AS WELL AS PARENT WORKSHOPS AND FACULTY TRAINING. IN 2012, THERE WERE APPROXIMATELY 650 SUCH WORKSHOPS. | Description |
| Total Program Service Expense | 1910814 | 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 | 1 | 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 | 29 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 26 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RACHEL RUSSELL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2128380044 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 MADISON AVENUE 21ST FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| PETER BOESCHENSTEIN | ||||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | |||
| CLARKE R KEOUGH | ||||||||
| SECRETARY | 0.20 | X | 0 | 0 | 0 | X | ||
| KAREN LAWSON-JOHNSTON | ||||||||
| TERM ENDED OCT. 2012 | 0.40 | X | 0 | 0 | 0 | |||
| JOHN LOEFFLER | ||||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | |||
| PATRICK ROBINSON | ||||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | |||
| JESSICA MANSELL AMBROSE | ||||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | X | ||
| WILLIAM MURRAY | ||||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | |||
| HENRY CHRISTENSEN III | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT MILLER | ||||||||
| CHAIRMAN/TREASURER | 0.40 | X | 0 | 0 | 0 | X | ||
| ANSON BARRETT FRELINGHUYSEN | ||||||||
| TRUSTEE | 0.40 | X | 0 | 0 | 0 | |||
| DONNA WICK | ||||||||
| EXECUTIVE DIRECTOR | 35.00 | 200000 | 0 | 0 | X | |||
| MICHAEL NOTH | ||||||||
| CHIEF CLINICAL OFFICER | 35.00 | 111360 | 0 | 8359 | X | |||
| RACHEL J RUSSELL | ||||||||
| CHIEF OPERATING OFFICER | 35.00 | 127600 | 0 | 8931 | X | |||
| CONNIE MURRAY | ||||||||
| FORMER EXECUTIVE DIRECTOR & TRUSTEE | 0.00 | 129739 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 568699 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 17290 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 150575 | FundraisingEvents |
| All Other Contributions | 346259 | AllOtherContributions |
| Noncash Contributions | 10056 | NoncashContributions |
| Total Contributions | 496834 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COUNSELING FEES | Description |
| Business Code | 621400 | BusinessCode |
| Total Revenue Column | 1296580 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1296580 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1296580 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 246363 | TotalRevenueColumn |
| Exclusion | $246,363 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3597425 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3353468 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 243957 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 243957 | TotalRevenueColumn |
| Exclusion | $243,957 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 62700 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 150575 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 103623 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -40923 | TotalRevenueColumn |
| Exclusion | -$40,923 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2242811 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1296580 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $449,397 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200000 | Total |
| Program Services | 120000 | ProgramServices |
| Management And General | 30000 | ManagementAndGeneral |
| Fundraising | 50000 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50569 | Total |
| Management And General | 50569 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1194221 | Total |
| Program Services | 896940 | ProgramServices |
| Management And General | 274997 | ManagementAndGeneral |
| Fundraising | 22284 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26008 | Total |
| Program Services | 18984 | ProgramServices |
| Management And General | 5703 | ManagementAndGeneral |
| Fundraising | 1321 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118586 | Total |
| Program Services | 86560 | ProgramServices |
| Management And General | 26003 | ManagementAndGeneral |
| Fundraising | 6023 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115806 | Total |
| Program Services | 84532 | ProgramServices |
| Management And General | 25393 | ManagementAndGeneral |
| Fundraising | 5881 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 810 | Total |
| Program Services | 637 | ProgramServices |
| Management And General | 154 | ManagementAndGeneral |
| Fundraising | 19 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52000 | Total |
| Management And General | 52000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43023 | Total |
| Management And General | 43023 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 189586 | Total |
| Program Services | 164980 | ProgramServices |
| Management And General | 24154 | ManagementAndGeneral |
| Fundraising | 452 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31240 | Total |
| Program Services | 24555 | ProgramServices |
| Management And General | 5935 | ManagementAndGeneral |
| Fundraising | 750 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118688 | Total |
| Program Services | 99606 | ProgramServices |
| Management And General | 16942 | ManagementAndGeneral |
| Fundraising | 2140 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29469 | Total |
| Program Services | 23163 | ProgramServices |
| Management And General | 5599 | ManagementAndGeneral |
| Fundraising | 707 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 417682 | Total |
| Program Services | 328298 | ProgramServices |
| Management And General | 79360 | ManagementAndGeneral |
| Fundraising | 10024 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15408 | Total |
| Program Services | 12110 | ProgramServices |
| Management And General | 2928 | ManagementAndGeneral |
| Fundraising | 370 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7025 | Total |
| Program Services | 5521 | ProgramServices |
| Management And General | 1335 | ManagementAndGeneral |
| Fundraising | 169 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23609 | Total |
| Program Services | 18556 | ProgramServices |
| Management And General | 4486 | ManagementAndGeneral |
| Fundraising | 567 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16318 | Total |
| Program Services | 12826 | ProgramServices |
| Management And General | 3100 | ManagementAndGeneral |
| Fundraising | 392 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| SPECIAL EVENTS | 23235 | 23235 | ||
| MISCELLANEOUS EXPENSES | 6098 | 147 | 4792 | 1159 |
| ACCUPUNCTURE/DRUG TESTI | 5306 | 5306 | ||
| FOOD & BEVERAGES | 4386 | 105 | 3448 | 833 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2689073 | Total |
| Program Services | 1910814 | ProgramServices |
| Management And General | 653673 | ManagementAndGeneral |
| Fundraising | 124586 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136844 | BOY |
| EOY | 180340 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 755595 | BOY |
| EOY | 308551 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82395 | BOY |
| EOY | 69495 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48009 | BOY |
| EOY | 10626 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23215 | BOY |
| EOY | 11516 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 589255 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 484870 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108342 | BOY |
| EOY | 104385 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7038147 | BOY |
| EOY | 7268337 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23164 | BOY |
| EOY | 13791 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8215711 | BOY |
| EOY | 7967041 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47469 | BOY |
| EOY | 58683 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 820007 | BOY |
| EOY | 779912 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 867476 | BOY |
| EOY | 838595 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7294720 | BOY |
| EOY | 7074931 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53515 | BOY |
| EOY | 53515 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7348235 | BOY |
| EOY | 7128446 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8215711 | BOY |
| EOY | 7967041 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -446262 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 226473 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| 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 Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 896000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 723266 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 783762 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 489386 | CurrentTaxYearMinus1Year |
| Current Tax Year | 346259 | CurrentTaxYear |
| Total | 3238673 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 896000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 723266 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 783762 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 489386 | CurrentTaxYearMinus1Year |
| Current Tax Year | 346259 | CurrentTaxYear |
| Total | 3238673 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 837280 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2401393 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 156795 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 226431 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 257937 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 266583 | CurrentTaxYearMinus1Year |
| Current Tax Year | 246363 | CurrentTaxYear |
| Total | 1154109 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4392782 | TotalSupport |
| Gross Receipts From Admissions Etc | 7105916 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.54670 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.58780 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7684156 | BeginningOfYearBalance |
| Contributions | 9052 | Contributions |
| Investment Earnings Or Losses | 714504 | InvestmentEarningsOrLosses |
| Other Expenditures | 900000 | OtherExpenditures |
| Administrative Expenses | 42873 | AdministrativeExpenses |
| End Of Year Balance | 7464839 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7977733 | BeginningOfYearBalance |
| Contributions | 10831 | Contributions |
| Investment Earnings Or Losses | 240588 | InvestmentEarningsOrLosses |
| Other Expenditures | 500000 | OtherExpenditures |
| Administrative Expenses | 44996 | AdministrativeExpenses |
| End Of Year Balance | 7684156 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7669590 | BeginningOfYearBalance |
| Contributions | 1000 | Contributions |
| Investment Earnings Or Losses | 561692 | InvestmentEarningsOrLosses |
| Other Expenditures | 200000 | OtherExpenditures |
| Administrative Expenses | 32167 | AdministrativeExpenses |
| End Of Year Balance | 8000115 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7065240 | BeginningOfYearBalance |
| Contributions | 1000 | Contributions |
| Investment Earnings Or Losses | 618768 | InvestmentEarningsOrLosses |
| Administrative Expenses | 15418 | AdministrativeExpenses |
| End Of Year Balance | 7669590 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8089088 | BeginningOfYearBalance |
| Contributions | 1000 | Contributions |
| Investment Earnings Or Losses | -1004090 | InvestmentEarningsOrLosses |
| Administrative Expenses | 20758 | AdministrativeExpenses |
| End Of Year Balance | 7065240 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.99280 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00720 | PermanentEndowmentEOYBalance |
| 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 | 278261 | OtherCostOrOtherBasis |
| Depreciation | 247645 | Depreciation |
| Book Value | 30616 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 310994 | OtherCostOrOtherBasis |
| Depreciation | 237225 | Depreciation |
| Book Value | 73769 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 104385 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED RENT | $92,178 |
| DEFERRED COMPENSATION PAYABLE | $58,030 |
| RETIREMENT PLAN LIABILITY | $629,704 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 779912 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 2469284 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 226473 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 226473 | RevenueNotRptdF990 |
| Revenue Subtotal | 2242811 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2242811 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2689073 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2689073 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2689073 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ENDOWMENT FUND WAS CREATED THROUGH A 1980 BOARD OF DIRECTORS RESOLUTION WITH THE PURPOSE OF ESTABLISHING A PERMANENT FUNDING BASIS. THE BOARD OF DIRECTORS, AT ITS DISCRETION, AND BASED ON THE NEEDS OF THE INSTITUTE, CAN DECIDE WHETHER TO REINVEST ENDOWMENT INCOME OR USE IT FOR OPERATING PURPOSES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE INSTITUTE RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE INSTITUTE HAS NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE INSTITUTE IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2009. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BENEFIT DINNER COMMITTEE | NameOfEvent1 |
| Gross Receipts Event1 | 213275 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 150575 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 62700 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 93190 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 10433 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 213275 | GrossReceiptsTotal |
| Charitable Contributions Total | 150575 | CharitableContributionsTotal |
| Gross Revenue Total Events | 62700 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 93190 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 10433 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 103623 | DirectExpenseSummaryEvents |
| Net Income Summary | -40923 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DONNA WICK | ||||||||||||||
| EXECUTIVE DIRECTOR | 200000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 200000 | 0 | 0 | 0 |
| CONNIE MURRAY | ||||||||||||||
| FORMER EXECUTIVE DIRECTOR & TRUSTEE | 0 | 0 | 0 | 0 | 129739 | 0 | 0 | 0 | 0 | 0 | 129739 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | CONNIE MURRAY PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. IN 2012, SHE RECEIVED A DISTRIBUTION FROM THIS PLAN IN THE AMOUNT OF $124,039. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FREEDOM INSTITUTE INC. HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS ELECTRONICALLY SENT TO THE BOARD MEMBERS OF THE ORGANIZATION FOR ANY COMMENTS. ANY COMMENTS ARE THEN GROUPED, SUMMARIZED AND PROVIDED TO THE OUTSIDE ACCOUNTANTS. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS APPLICABLE TO ALL THE DIRECTORS AND OFFICERS OF THE ORGANIZATION. THE ORGANIZATION DISTRIBUTES THE CONFLICT OF INTEREST POLICY ANNUALLY TO THE APPLICABLE INDIVIDUALS TO SIGN. ANY ACTUAL OR POTENTIAL CONFLICTS ARE DISCLOSED ON THE FORM. IF ANY CONFLICTS WERE TO ARISE DURING THE YEAR, THE INDIVIDUAL INVOLVED MUST DISCLOSE IT TO THE BOARD. THE BOARD MINUTES RECORD ANY POTENTIAL CONFLICTS DISCLOSED AND ANY ACTIONS TAKEN. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION. IT IS REVIEWED IN THE CONTEXT OF PERFORMANCE, THE ECONOMIC ENVIRONMENT, COST-OF-LIVING CHANGES, AND COMPARABLE POSITIONS AT SIMILAR NOT-FOR-PROFIT ORGANIZATIONS. THE LAST REVIEW TOOK PLACE IN 2011 IN CONNECTION WITH THE EXECUTIVE DIRECTOR'S TWO YEAR CONTRACT. THE PROCESS WAS APPROPRIATELY DOCUMENTED. OTHER OFFICERS AND KEY EMPLOYEES' COMPENSATION IS REVIEWED ANNUALLY BY THE FINANCE COMMITTEE AND TREASURER BASED ON RECOMMENDATIONS FROM THE EXECUTIVE DIRECTOR, AND IN THE CONTEXT OF PERFORMANCE, THE ECONOMIC ENVIRONMENT, COST-OF-LIVING CHANGES, AND OTHER COMPARABLE POSITIONS AT SIMILAR NOT-FOR-PROFIT ORGANIZATIONS. A RECOMMENDATION IS MADE TO THE EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 990 AND FORM 1023 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. |
Comments