MIDAS COLLABORATIVE INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MIDAS COLLABORATIVE INC (EIN 83-0485169)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201333199349302188
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule O
- Averaging Attachment
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T08:42:45-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDBERG & CREEDEN PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 331 PAGE ST STE 2 | AddressLine1 |
| City | STOUGHTON | City |
| State | MA | State |
| ZIP Code | 020721172 | 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 | 830485169 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MIDAS COLLABORATIVE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MIDA | NameControl |
| Phone | 6177873874 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 LINDEN STREET 2ND FLOOR | AddressLine1 |
| City | ALLSTON | City |
| State | MA | State |
| ZIP Code | 02134 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARGARET MILEY | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 6177873874 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THERESA J CREEDEN | Name |
| Phone | 7813440850 | Phone |
| Date Prepared | 2013-11-14 | 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 | VERNETTE ALLEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 LINDEN STREET 2ND FLOOR | AddressLine1 |
| City | ALLSTON | City |
| State | MA | State |
| ZIP Code | 02134 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 257716 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | MASSASSETS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2007 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO COORDINATE A STATEWIDE COLLABORATIVE OF COMMUNITY-BASED, NOT-FOR-PROFIT ORGANIZATIONS THAT FACILITATE THE ASSET DEVELOPMENT OF LOW-INCOME FAMILIES, THROUGH INCREASED FINANCIAL MANAGEMENT SKILLS, COMMUNITY AND PEER SUPPORT, AND ACCESS TO WEALTH-BUILDING VEHICLES SUCH AS HOMES, BUSINESSES, AND EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 289896 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 239517 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2493 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 462 | ProgramServiceRevenueCY |
| Investment Income Current Year | 11547 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -2410 | OtherRevenuePriorYear |
| Other Revenue Current Year | 718 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 289979 | TotalRevenuePriorYear |
| Total Revenue Current Year | 252244 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 250 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 10000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 152132 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 192973 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 10873 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 75112 | OtherExpensePriorYear |
| Other Expenses Current Year | 73047 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 227494 | TotalExpensesPriorYear |
| Total Expenses Current Year | 276020 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 62485 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -23776 | RevenuesLessExpensesCY |
| Total Assets BOY | 1180347 | TotalAssetsBOY |
| Total Assets EOY | 1238289 | TotalAssetsEOY |
| Total Liabilities BOY | 1080511 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1162229 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 99836 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 76060 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO COORDINATE A STATEWIDE COLLABORATIVE OF COMMUNITY-BASED, NOT-FOR-PROFIT ORGANIZATIONS THAT FACILITATE THE ASSET DEVELOPMENT OF LOW-INCOME FAMILIES, THROUGH INCREASED FINANCIAL MANAGEMENT SKILLS, COMMUNITY AND PEER SUPPORT, AND ACCESS TO WEALTH-BUILDING VEHICLES SUCH AS HOMES, BUSINESSES, AND EDUCATION. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 226608 | Expense |
| Grants | 10000 | Grants |
| Revenue | 462 | Revenue |
| Description | BUILDING SAVINGS AND INVESTMENT: MULTIPLE MATCHED SAVINGS PROGRAMS OPERATE IN PARTNERSHIP WITH 20 MEMBER ORGANIZATIONS IN MASSACHUSETTS. LOW AND MODERATE INCOME "INVESTORS" FROM DORCHESTER TO NORTH ADAMS, AND FROM LAWRENCE TO HYANNIS ARE SAVING, LEARNING, AND PLANNING FOR THEIR NEW ASSETS. THE 878 ENROLLED INVESTORS AT 20 MEMBER SITES SAVED OVER 707,000, EARNED A COMBINED MATCH OVER 1.3 MILLION, AND ATTENDED OVER 9000 HOURS OF FINANCIAL AND ASSET TRAINING TO BUILD THEIR FINANCIAL CAPABILITIES. THE 309 INVESTORS WHO GRADUATED BY THE END OF 2012 INVESTED IN OVER 22.3 MILLION WORTH OF HOMES, EDUCATIONS, SMALL BUSINESSES, AND OTHER ASSETS SUCH AS CARS, COMPUTERS, AND RAINY DAY FUNDS. INNOVATING FOR SCALE: MIDAS LAUNCHED THE EFFICIENT ECONOMIC INVESTMENT PROGRAM (EEI) IN OCTOBER --THE LARGEST MATCHED SAVINGS PROGRAM TO DATE IN MASSACHUSETTS-- HUNDREDS OF LOW AND MODERATE INCOME RESIDENTS WILL INCREASE THEIR PERSONAL SAVINGS, BUILD THEIR FINANCIAL SKILLS, INVEST IN FIRST HOMES, SMALL BUSINESSES, AND HIGHER EDUCATION. COMMUNITY PARTNER ORGANIZATIONS WILL PROVIDE TRAINING AND AN INCENTIVE MATCH TO HUNDREDS OF RESIDENTS OF BOSTON, CAMBRIDGE, SOMERVILLE, LAWRENCE, AND NORTH ADAMS, AS WELL AS SOME OUT-OF-STATE RESIDENTS. WE WILL BUILD UPON WHAT WE HAVE LEARNED MANAGING THESE PROGRAMS TO DATE. NEW INNOVATIONS IN THE PROGRAM INCLUDE AUTOMATED TRANSACTIONS, MOBILE COMMUNICATIONS, AND REMOTE SUPPORT, WHICH WILL INCREASE COMMUNICATION WHILE REDUCING PROGRAM COSTS. GATEWAY CITIES FOCUS: MIDAS PROVIDED TECHNICAL SUPPORT FOR ORGANIZATIONS AND MUNICIPALITIES PURSUING FINANCIAL STABILITY STRATEGIES IN CHELSEA, LAWRENCE, LYNN, SPRINGFIELD/HOLYOKE, MARLBOROUGH, AND CAMBRIDGE. THIS FOLLOWED THE DISTRIBUTION OF THE 2011 "ENHANCING STABILITY IN HAMPDEN COUNTY" REPORT, WITH LOCAL DATA, NATIONAL MODELS, AND SPECIFIC RECOMMENDATIONS FOR FINANCIAL STABILITY STRATEGIES FOR THE SPRINGFIELD/HOLYOKE AREA. NEW FINANCIAL STABILITY CENTERS ARE OPEN AND OPERATING IN CHELSEA, LYNN, LAWRENCE, AND BOSTON. PROVIDING FINANCIAL EDUCATION: MIDAS MEMBERS AND PARTNERS DELIVERED 20,000 COPIES OF THE MIDAS RESOURCE, "STAYING AFLOAT: MANAGING YOUR FINANCES IN A CHANGING ECONOMY", TO LOW INCOME HOUSEHOLD THROUGHOUT THE STATE. THE GUIDE PROVIDES ACCESSIBLE, MASSACHUSETTS-SPECIFIC FINANCIAL INFORMATION TO CONSUMERS IN FOUR LANGUAGES. BUS PLACARDS IN SPRINGFIELD AND BOSTON GENERATED MORE INTEREST; ADDING TO THE OVER 6,000 VISITS TO THE MASS SAVES.ORG WEBSITE FOR CONSUMER INFORMATION. TRAINING PROVIDERS: MIDAS PROVIDED TRAININGS IN CRITICAL AREAS FOR STAFF MEMBERS SERVING LOW AND MODERATE INCOME RESIDENTS OF MASSACHUSETTS. TRAININGS INCLUDED: DESIGNING AN EFFECTIVE FINANCIAL EDUCATION WORKSHOP- METHODS THAT WORK FOR ADULTS; POST-SECONDARY EDUCATION TRAINING- IDENTIFY, ACCESS, AND PAY FOR CAREER ENHANCING POST-SECONDARY EDUCATION; CONSUMER RIGHTS IN THE DEBT COLLECTION PROCESS; RESOURCES FOR STUDENT LOAN REPAYMENT OPTIONS; BEHAVIORAL ECONOMICS STRATEGIES FOR FINANCIAL STABILITY PROGRAMS. MORE THAN 100 DIRECT PROVIDERS WILL SHARE THIS EXPERTISE WITH THOUSANDS OF MASSACHUSETTS CLIENTS. MIDAS IS HOSTING THE MASSACHUSETTS FINANCIAL EDUCATION COLLABORATIVE (MFEC) WITH A GROUP OF PUBLIC/PRIVATE PARTNERS TO BUILD AN EFFICIENT, COLLABORATIVE SYSTEM FOR COORDINATING AND EXPANDING FINANCIAL EDUCATION DELIVERY IN THE STATE. A DIRECTOR WAS HIRED, THE NUMBER OF MFEC MEMBERS AND FANS INCREASED TO OVER 600, WEBSITE TRAFFIC INCREASED TO OVER 6000 UNIQUE VISITORS. IN 2012, A LEADERSHIP GROUP OF FINANCIAL EDUCATORS WAS TRAINED IN OUTCOMES ASSESSMENT AND BEGAN SHARING THEIR SKILLS WITH THE FIELD, STARTING AT THE SUMMIT ON FINANCIAL EDUCATION IN OCTOBER IN WORCESTER. A NEW STEERING COMMITTEE WAS ELECTED, A HIGH SCHOOL EDUCATION PILOT WAS LAUNCHED, AND PLANS FOR A PUBLIC AWARENESS CAMPAIGN HAVE BEGUN. | Description |
| Total Program Service Expense | 226608 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 5 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | true | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | false | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | false | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | 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 | ALLSTON-BRIGHTON CDC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6177873874 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 LINDEN STREET 2ND FLOOR | AddressLine1 |
| City | ALLSTON | City |
| State | MA | State |
| ZIP Code | 02134 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (8 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| VERNETTE ALLEN | ||||||
| CO-CHAIR | 0.50 | X | X | 0 | 0 | 0 |
| JACQUELINE COOPER | ||||||
| CLERK | 0.50 | X | X | 0 | 0 | 0 |
| BLAIR BENJAMIN | ||||||
| TREASURER | 0.50 | X | 0 | 0 | 0 | |
| SALONI BOWRY | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| SUSANNE CAMERON | ||||||
| CO-CHAIR | 0.50 | X | X | 0 | 0 | 0 |
| JUAN BONILLA | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| ANJALI WAIKER | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| ANGELA GOMES | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Membership Dues | 7125 | MembershipDues |
| Fundraising Events | 18650 | FundraisingEvents |
| Government Grants | 57693 | GovernmentGrants |
| All Other Contributions | 156049 | AllOtherContributions |
| Total Contributions | 239517 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER FEES | Description |
| Total Revenue Column | 462 | TotalRevenueColumn |
| Related Or Exempt Function Income | 462 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 462 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11547 | TotalRevenueColumn |
| Exclusion | $11,547 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 6190 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 18650 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 5472 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 718 | TotalRevenueColumn |
| Exclusion | $718 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 252244 | TotalRevenueColumn |
| Related Or Exempt Function Income | 462 | RelatedOrExemptFunctionIncome |
| Exclusion | $12,265 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10000 | Total |
| Program Services | 10000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56236 | Total |
| Program Services | 33742 | ProgramServices |
| Management And General | 14059 | ManagementAndGeneral |
| Fundraising | 8435 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108943 | Total |
| Program Services | 108639 | ProgramServices |
| Management And General | 190 | ManagementAndGeneral |
| Fundraising | 114 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13629 | Total |
| Program Services | 11360 | ProgramServices |
| Management And General | 1418 | ManagementAndGeneral |
| Fundraising | 851 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14165 | Total |
| Program Services | 12285 | ProgramServices |
| Management And General | 1175 | ManagementAndGeneral |
| Fundraising | 705 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6252 | Total |
| Management And General | 6252 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37735 | Total |
| Program Services | 24021 | ProgramServices |
| Management And General | 13714 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12558 | Total |
| Program Services | 11259 | ProgramServices |
| Management And General | 952 | ManagementAndGeneral |
| Fundraising | 347 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10000 | Total |
| Program Services | 8900 | ProgramServices |
| Management And General | 700 | ManagementAndGeneral |
| Fundraising | 400 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1461 | Total |
| Program Services | 1409 | ProgramServices |
| Management And General | 41 | ManagementAndGeneral |
| Fundraising | 11 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4795 | Total |
| Program Services | 4774 | ProgramServices |
| Management And General | 21 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 246 | Total |
| Program Services | 219 | ProgramServices |
| Management And General | 17 | ManagementAndGeneral |
| Fundraising | 10 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 276020 | Total |
| Program Services | 226608 | ProgramServices |
| Management And General | 38539 | ManagementAndGeneral |
| Fundraising | 10873 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124956 | BOY |
| EOY | 140110 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27727 | BOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31826 | BOY |
| EOY | 29704 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 542 | BOY |
| EOY | 8168 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1230 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 369 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1107 | BOY |
| EOY | 861 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 994189 | BOY |
| EOY | 1059446 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1180347 | BOY |
| EOY | 1238289 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12860 | BOY |
| EOY | 7662 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5757 | BOY |
| EOY | 60207 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1061894 | BOY |
| EOY | 1094360 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1080511 | BOY |
| EOY | 1162229 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10737 | BOY |
| EOY | 31962 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89099 | BOY |
| EOY | 44098 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99836 | BOY |
| EOY | 76060 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1180347 | BOY |
| EOY | 1238289 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -23776 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | 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 | 192634 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 207953 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 249321 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 284994 | CurrentTaxYearMinus1Year |
| Current Tax Year | 218742 | CurrentTaxYear |
| Total | 1153644 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 192634 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 207953 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 249321 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 284994 | CurrentTaxYearMinus1Year |
| Current Tax Year | 218742 | CurrentTaxYear |
| Total | 1153644 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 286860 | AmountsSubstContributorsTotal |
| Public Support Total170 | 866784 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3857 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus2 Years | 1723 | CurrentTaxYearMinus2Years |
| Current Tax Year | 11547 | CurrentTaxYear |
| Total | 17127 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 3642 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12009 | CurrentTaxYear |
| Total | 15651 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1186422 | TotalSupport |
| Gross Receipts From Admissions Etc | 462 | GrossReceiptsFromAdmissionsEtc |
| First5 Years170 | X | First5Years170 |
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 Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 3253 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 3253 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 275137 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 278390 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 55678 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 13920 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 39095 | CurrentYearMinus3 |
| Current Year Minus2 | 54881 | CurrentYearMinus2 |
| Current Year Minus1 | 45499 | CurrentYearMinus1 |
| Current Year | 55678 | CurrentYear |
| Total | 195153 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $292,730 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1322 | CurrentYearMinus3 |
| Current Year Minus2 | 1147 | CurrentYearMinus2 |
| Current Year Minus1 | 3379 | CurrentYearMinus1 |
| Current Year | 3253 | CurrentYear |
| Total | 9101 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 9774 | CurrentYearMinus3 |
| Current Year Minus2 | 13720 | CurrentYearMinus2 |
| Current Year Minus1 | 11375 | CurrentYearMinus1 |
| Current Year | 13920 | CurrentYear |
| Total | 48789 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $73,184 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FUNDS HELD FOR OTHERS | Description |
| Book Value | 1059446 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1059446 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FUNDS HELD FOR OTHERS | $1,059,446 |
| ACCOUNTS PAYABLE TO RELATED PARTY | $34,914 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1094360 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 254614 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 2370 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 2370 | RevenueNotRptdF990 |
| Revenue Subtotal | 252244 | RevenueSubtotal |
| Total Revenue Per Form990 | 252244 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 278390 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 2370 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 2370 | ExpensesNotRptdF990 |
| Expenses Subtotal | 276020 | ExpensesSubtotal |
| Total Expenses Per Form990 | 276020 | TotalExpensesPerForm990 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CELEBRATIONS | NameOfEvent1 |
| Gross Receipts Event1 | 24840 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 18650 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 6190 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 5472 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 24840 | GrossReceiptsTotal |
| Charitable Contributions Total | 18650 | CharitableContributionsTotal |
| Gross Revenue Total Events | 6190 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 5472 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 5472 | DirectExpenseSummaryEvents |
| Net Income Summary | 718 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH VOCATIONAL SERVICE INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 WINTER ST SUITE 300 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 042104357 | EINOfRecipient |
| Amount Of Cash Grant | 6000 | AmountOfCashGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | TO COORDINATE A STATEWIDE COLLABORATIVE OF COMMUNITY-BASED, NOT-FOR-PROFIT ORGANIZATIONS THAT FACILITATE THE ASSET DEVELOPMENT OF LOW-INCOME FAMILIES, THROUGH INCREASED FINANCIAL MANAGEMENT SKILLS, COMMUNITY AND PEER SUPPORT, AND ACCESS TO WEALTH-BUILDING VEHICLES SUCH AS HOMES, BUSINESSES, AND EDUCATION. |
| FIRST ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4A | INNOVATING FOR SCALE: MIDAS LAUNCHED THE EFFICIENT ECONOMIC INVESTMENT PROGRAM (EEI) IN OCTOBER --THE LARGEST MATCHED SAVINGS PROGRAM TO DATE IN MASSACHUSETTS-- HUNDREDS OF LOW AND MODERATE INCOME RESIDENTS WILL INCREASE THEIR PERSONAL SAVINGS, BUILD THEIR FINANCIAL SKILLS, INVEST IN FIRST HOMES, SMALL BUSINESSES, AND HIGHER EDUCATION. COMMUNITY PARTNER ORGANIZATIONS WILL PROVIDE TRAINING AND AN INCENTIVE MATCH TO HUNDREDS OF RESIDENTS OF BOSTON, CAMBRIDGE, SOMERVILLE, LAWRENCE, AND NORTH ADAMS, AS WELL AS SOME OUT-OF-STATE RESIDENTS. WE WILL BUILD UPON WHAT WE HAVE LEARNED MANAGING THESE PROGRAMS TO DATE. NEW INNOVATIONS IN THE PROGRAM INCLUDE AUTOMATED TRANSACTIONS, MOBILE COMMUNICATIONS, AND REMOTE SUPPORT, WHICH WILL INCREASE COMMUNICATION WHILE REDUCING PROGRAM COSTS. GATEWAY CITIES FOCUS: MIDAS PROVIDED TECHNICAL SUPPORT FOR ORGANIZATIONS AND MUNICIPALITIES PURSUING FINANCIAL STABILITY STRATEGIES IN CHELSEA, LAWRENCE, LYNN, SPRINGFIELD/HOLYOKE, MARLBOROUGH, AND CAMBRIDGE. THIS FOLLOWED THE DISTRIBUTION OF THE 2011 "ENHANCING STABILITY IN HAMPDEN COUNTY" REPORT, WITH LOCAL DATA, NATIONAL MODELS, AND SPECIFIC RECOMMENDATIONS FOR FINANCIAL STABILITY STRATEGIES FOR THE SPRINGFIELD/HOLYOKE AREA. NEW FINANCIAL STABILITY CENTERS ARE OPEN AND OPERATING IN CHELSEA, LYNN, LAWRENCE, AND BOSTON. PROVIDING FINANCIAL EDUCATION: MIDAS MEMBERS AND PARTNERS DELIVERED 20,000 COPIES OF THE MIDAS RESOURCE, "STAYING AFLOAT: MANAGING YOUR FINANCES IN A CHANGING ECONOMY", TO LOW INCOME HOUSEHOLD THROUGHOUT THE STATE. THE GUIDE PROVIDES ACCESSIBLE, MASSACHUSETTS-SPECIFIC FINANCIAL INFORMATION TO CONSUMERS IN FOUR LANGUAGES. BUS PLACARDS IN SPRINGFIELD AND BOSTON GENERATED MORE INTEREST; ADDING TO THE OVER 6,000 VISITS TO THE MASS SAVES.ORG WEBSITE FOR CONSUMER INFORMATION. TRAINING PROVIDERS: MIDAS PROVIDED TRAININGS IN CRITICAL AREAS FOR STAFF MEMBERS SERVING LOW AND MODERATE INCOME RESIDENTS OF MASSACHUSETTS. TRAININGS INCLUDED: DESIGNING AN EFFECTIVE FINANCIAL EDUCATION WORKSHOP- METHODS THAT WORK FOR ADULTS; POST-SECONDARY EDUCATION TRAINING- IDENTIFY, ACCESS, AND PAY FOR CAREER ENHANCING POST-SECONDARY EDUCATION; CONSUMER RIGHTS IN THE DEBT COLLECTION PROCESS; RESOURCES FOR STUDENT LOAN REPAYMENT OPTIONS; BEHAVIORAL ECONOMICS STRATEGIES FOR FINANCIAL STABILITY PROGRAMS. MORE THAN 100 DIRECT PROVIDERS WILL SHARE THIS EXPERTISE WITH THOUSANDS OF MASSACHUSETTS CLIENTS. MIDAS IS HOSTING THE MASSACHUSETTS FINANCIAL EDUCATION COLLABORATIVE (MFEC) WITH A GROUP OF PUBLIC/PRIVATE PARTNERS TO BUILD AN EFFICIENT, COLLABORATIVE SYSTEM FOR COORDINATING AND EXPANDING FINANCIAL EDUCATION DELIVERY IN THE STATE. A DIRECTOR WAS HIRED, THE NUMBER OF MFEC MEMBERS AND FANS INCREASED TO OVER 600, WEBSITE TRAFFIC INCREASED TO OVER 6000 UNIQUE VISITORS. IN 2012, A LEADERSHIP GROUP OF FINANCIAL EDUCATORS WAS TRAINED IN OUTCOMES ASSESSMENT AND BEGAN SHARING THEIR SKILLS WITH THE FIELD, STARTING AT THE SUMMIT ON FINANCIAL EDUCATION IN OCTOBER IN WORCESTER. A NEW STEERING COMMITTEE WAS ELECTED, A HIGH SCHOOL EDUCATION PILOT WAS LAUNCHED, AND PLANS FOR A PUBLIC AWARENESS CAMPAIGN HAVE BEGUN. |
| MANAGEMENT DELEGATED | FORM 990, PAGE 6, PART VI, LINE 3 | FINANCIAL MANAGMENT SERVICES AND PAYROLL AND BENEFIT PROCESSING PROVIDED BY ALLSTON BRIGHTON COMMUNITY DEVELOPMENT CORPORATION FOR A FEE. ALL EXPENSES REIMBURSED TO ALLSTON BRIGHTON COMMUNITY DEVLEOPMENT CORPORATION. |
| ELECTION OF MEMBERS AND THEIR RIGHTS | FORM 990, PAGE 6, PART VI, LINE 7A | ADMISSION AS A FULL MEMBER REQUIRES: (I) NOMINATION BY AN EXISTING FULL MEMBER IN GOOD STANDING, (II) APPROVAL BY THE BOARD OF DIRECTORS, AND; (III)APPROVAL BY AN AFFIRMATIVE VOTE OF AT LEAST THREE-FOURTHS OF ALL FULL MEMBERS IN GOOD-STANDING. ADMISSION AS AN AFFILIATE MEMBER REQUIRES APPROVAL BY AN AFFIRMATIVE VOTE OF A SIMPLE MAJORITY OF THE BOARD OF DIRECTORS. |
| DECISIONS SUBJECT TO APPROVAL OF MEMBERS | FORM 990, PAGE 6, PART VI, LINE 7B | EACH FULL MEMBER WILL BE ENTITLED THE FOLLOWING RIGHTS: I) ONE VOTE IN ALL MATTERS REQUIRING MEMBER VOTE; II) ONE VOTE TO ELECT REPRESENTATIVES TO THE BOARD OF DIRECTORS; III) ELIGIBILITY TO SERVE ON THE BOARD OF DIRECTORS; IV) EQUAL OPPORTUNITY TO PRESENT IDEAS TO THE CORPORATION, TO VOICE CONCERNS, AND TO REQUEST CHANGES TO THE CORPORATION'S STRUCTURE, POLICIES, OR OPERATIONS; V) ELIGIBILITY FOR PROGRAM FUNDS RAISED BY THE CORPORATION ON BEHALF OF MEMBERS; VI) IN THE CASE OF A MATCHED SAVINGS PROGRAM, ACCESS TO CENTRALIZED MATCHED ACCOUNT MANAGEMENT, RECORD-KEEPING, AND STATEWIDE PROGRAM DATA COLLECTION AND ANALYSIS BY THE CORPORATION, AS FUNDING AND OPPORTUNITIES PERMIT; VII) DISCOUNTS ON TRAININGS, TECHNICAL ASSISTANCE, WEB-BASED RESOURCES AND ACCESS TO THE CORPORATION'S RESOURCE LIBRARY; AND VIII) ACCESS TO ANY CORPORATION ADMINISTRATIVE RECORDS, INCLUDING MEETING MINUTES, GRANT APPLICATIONS, PEER PROGRAM EVALUATION RESULTS,COMMUNICATIONS WITH AND FROM CORPORATION FUNDERS, AND ANY OTHER DOCUMENTS RELATED TO CORPORATION BUSINESS. EACH AFFILIATE MEMBER WILL BE ENTITLED THE FOLLOWING RIGHTS: I) EQUAL OPPORTUNITY TO PRESENT IDEAS TO THE CORPORATION, TO VOICE CONCERNS, AND TO REQUEST CHANGES TO THE CORPORATION'S STRUCTURE, POLICIES OR OPERATIONS; II) PARTICIPATION IN MEMBER MEETINGS AS NON-VOTING MEMBERS; III) PARTICIPATION IN EDUCATIONAL EFFORTS; IV) DISCOUNTS ON TRAININGS, TECHNICAL ASSISTANCE, WEB-BASED RESOURCES AND ACCESS TO THE CORPORATION'S RESOURCE LIBRARY; AND V) OPPORTUNITY TO APPLY FOR ADMISSION AS A FULL MEMBER. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | IRS FORM 990 IS REVIEWED WITH PREPARER BY THE MANAGEMENT SERVICES PERSONNEL AND THEN CIRCULATED TO BOARD MEMBERS PRIOR TO SUBMISSION. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | EXECUTIVE COMPENSATION IS REVIEWED ANNUALLY AS PART OF THE BUDGET PROCESS. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | EXECUTIVE COMPENSATION IS REVIEWED ANNUALLY AS PART OF THE BUDGET PROCESS. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS PROVIDED UPON WRITTEN REQUEST. |
| OTHER FEES FOR SERVICES | FORM 990, PART IX, LINE 11G | PROFESSIONAL SERVICES 12,521 13,714 0 INTERNSHIPS 11,500 0 0 |
Averaging Attachment AveragingAttachment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ORGANIZATION FIRST LOBBYING ACTIVITY IN 2008. | Explanation |
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