ADVANTAGE CREDIT COUNSELING SERVICE INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ADVANTAGE CREDIT COUNSELING SERVICE INC (EIN 25-1201741)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-05
- IRS object ID
- 201341569349300414
- 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 | 2013-06-05T12:11:51-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251777567 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOVE SCHERLE & BAUER PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 GRANT STREET SUITE 1020 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152192295 | 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 | 251201741 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVANTAGE CREDIT COUNSELING SERVICE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ADVA | NameControl |
| Phone | 4123901300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2403 SIDNEY STREET NO 400 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15203 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN J PIOTROWSKI | Name |
| Title | PRESIDENT | Title |
| Phone | 4123901300 | Phone |
| Date Signed | 2013-05-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CARL R BAUER | Name |
| PTIN | P00295610 | PTIN |
| Phone | 4122818270 | Phone |
| 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 | STEPHEN J PIOTROWSKI | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2403 SIDNEY STREET | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4311455 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ADVANTAGECCS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1968 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | THE ORGANIZATION OFFERS EDUCATION AND PROFESSIONAL CREDIT COUNSELING SERVICES TO THE PUBLIC. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 34 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2102030 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1847119 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1739291 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1274893 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 249066 | InvestmentIncomePriorYear |
| Investment Income Current Year | 211518 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 150 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4090537 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3333530 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 30250 | 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 | 2468487 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1760654 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 6309 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1680014 | OtherExpensePriorYear |
| Other Expenses Current Year | 1356976 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4178751 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3117630 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -88214 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 215900 | RevenuesLessExpensesCY |
| Total Assets BOY | 5820489 | TotalAssetsBOY |
| Total Assets EOY | 6310403 | TotalAssetsEOY |
| Total Liabilities BOY | 380152 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 358616 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5440337 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5951787 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | AS A NONPROFIT ORGANIZATION, THE AGENCY PROVIDES MEANINGFUL, PROFESSIONAL AND CONFIDENTIAL CONSUMER EDUCATION AND BUDGET/CREDIT COUNSELING AND DEVELOPS EFFECTIVE DEBT REDUCTION PROGRAMS FOR ALL SEGMENTS OF THE COMMUNITY. THE AGENCY EDUCATES CONSUMERS ABOUT WISE MONEY MANAGEMENT AND THE RESPONSIBLE USE OF CREDIT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1469143 | Expense |
| Revenue | 1064942 | Revenue |
| Description | ADVANTAGE CREDIT COUNSELING SERVICE, INC. PROVIDES CREDIT-COUNSELING AND EDUCATIONAL SERVICES TO THE PUBLIC. SINCE ITS INCEPTION, THE AGENCY HAS ASSISTED THOUSANDS OF CLIENTS IN DEVELOPING A BUDGET, DETERMINING OPTIONS FOR REPAYING DEBTS AND WHEN APPROPRIATE, ADMINISTERING A DEBT MANAGEMENT PROGRAM. THE AGENCY ALSO PROVIDES FINANCIAL LITERACY EDUCATION TO ITS CLIENTS AND THE PUBLIC. ADDITIONALLY, THE AGENCY IS APPROVED BY HUD AND THE PENNSYLVANIA HOUSING FINANCE AGENCY TO PROVIDE COMPREHENSIVE HOUSING COUNSELING SERVICES. THIS INCLUDES COUNSELING PENNSYLVANIA HOMEOWNERS IN THREAT OF FORCLOSURE ON VARIOUS LOSS MITIGATION OPTIONS, INTERVENING WITH THEIR MORTGAGE LENDERS AND ASSISTING WITH APPLICATIONS FOR THE STATE'S HOMEOWNERS EMERGENCY MORTGAGE ASSISTANCE PROGRAM AND HERO RESCUE LOAN. THE AGENCY COUNSELS FIRST TIME HOMEBUYERS ON THE ENTIRE HOME BUYING PROCESS AND PROVIDES REVERSE MORTGAGE COUNSELING TO SENIOR HOMEOWNERS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 485891 | Expense |
| Description | THE AGENCY IS APPROVED THROUGH THE PENNSYLVANIA HOUSING FINANCE AGENCY TO PROVIDE LOSS MITIGATION COUNSELING UNDER THE NATIONAL FORECLOSURE MITIGATION COUNSELING PROGRAM. THE AGENCY PROVIDES COUNSELING AND EDUCATION FOR HOMEOWNERS IN THREAT OF FORECLOSURE, AS WELL AS INTERVENTION WITH LENDERS REGARDING LOSS MITIGATION OPTIONS SUCH AS LOAN MODIFICATIONS. THE AGENCY ALSO ASSISTS THESE HOMEOWNERS IN APPLYING FOR STATE EMERGENCY LOANS AND RESCUE LOANS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 400526 | Expense |
| Revenue | 209951 | Revenue |
| Description | THE AGENCY IS APPROVED BY THE EXECUTIVE OFFICE FOR THE UNITED STATES TRUSTEES TO PROVIDE PRE-FILING BANKRUPTCY COUNSELING AND PRE-DISCHARGE BANKRUPTCY EDUCATION. CONSUMERS CONTEMPLATING BANKRUPTCY MUST FIRST HAVE COUNSELING THROUGH AN APPROVED NON-PROFIT PROVIDER AS PRESCRIBED BY THE BANKRUPTCY ABUSE PREVENTION AND CONSUMER PROTECTION ACT OF 2005. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 9950 | Expense |
| Description | THE AGENCY PROVIDES EDUCATIONAL AND ADMINISTRATIVE SUPPORT FOR UTILITY COMPANIES ENERGY ASSISTANCE PROGRAMS; THESE PROGRAMS ARE GEARED TO LOW AND MODERATE INCOME CONSUMERS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 9950 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 2365510 | 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 | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | 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 | 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 | 1 | 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 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 34 | 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 | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICHOLAS FORTUNATO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4123901300 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2403 SIDNEY STREET ROOM 400 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15203 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| G LYNN LOVELL | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ROBERT SCHULER | ||||||
| TREASURER | 4.00 | X | 0 | 0 | 0 | |
| STEPHEN J PIOTROWSKI | ||||||
| PRESIDENT & CEO | 40.00 | X | 172133 | 0 | 26178 | X |
| CHARLES BENNETT | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JOSEPH COSETTI | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| EDWARD GRAF | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| SADIE JOHN KROECK | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DONALD PRINGLE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ROBERT RAPHAEL | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| NANCY L SKEANS | ||||||
| BOARD CHAIRPERSON | 4.00 | X | 0 | 0 | 0 | |
| EDWARD C WACHTER JR | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| FREDERICK O'BRIEN | ||||||
| 1ST VICE CHAIR | 4.00 | X | 0 | 0 | 0 | |
| MIKE CLARK | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| CHRIS CULLEN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ANNE N JOHN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| EVAN C OGRODNIK | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MARY LOFTUS | ||||||
| SECRETARY AND ORG. VP | 40.00 | 105527 | 0 | 12307 | X | |
| GARY VOLMER | ||||||
| ASSIST. SEC. AND ORG. VP | 40.00 | 125472 | 0 | 21571 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 403132 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 60056 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| RJ EQUITIES | |||||
| 2403 SIDNEY ST SUITE 200 | PITTSBURGH | PA | 15222 | RENT | 218167 |
| UPMC | |||||
| BOX 371842 | PITTSBURGH | PA | 15250 | HEALTH INSURANCE PREMIUMS | 151492 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Government Grants | 339686 | GovernmentGrants |
| All Other Contributions | 1507433 | AllOtherContributions |
| Total Contributions | 1847119 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CLIENT FEES | 900099 | 1064942 | 1064942 |
| BANKRUPTCY COUNSELING | 900099 | 209951 | 209951 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1274893 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 130301 | TotalRevenueColumn |
| Exclusion | $130,301 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1059142 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 977925 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 81217 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 81217 | TotalRevenueColumn |
| Exclusion | $81,217 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3333530 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1274893 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $211,518 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 403132 | Total |
| Program Services | 230999 | ProgramServices |
| Management And General | 172133 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1016770 | Total |
| Program Services | 856301 | ProgramServices |
| Management And General | 155517 | ManagementAndGeneral |
| Fundraising | 4952 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86373 | Total |
| Program Services | 66141 | ProgramServices |
| Management And General | 19931 | ManagementAndGeneral |
| Fundraising | 301 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152859 | Total |
| Program Services | 117053 | ProgramServices |
| Management And General | 35273 | ManagementAndGeneral |
| Fundraising | 533 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101520 | Total |
| Program Services | 77740 | ProgramServices |
| Management And General | 23426 | ManagementAndGeneral |
| Fundraising | 354 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40815 | Total |
| Management And General | 40815 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22250 | Total |
| Management And General | 22250 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 498258 | Total |
| Program Services | 458398 | ProgramServices |
| Management And General | 39860 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131629 | Total |
| Program Services | 104042 | ProgramServices |
| Management And General | 27587 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 274739 | Total |
| Program Services | 247115 | ProgramServices |
| Management And General | 27455 | ManagementAndGeneral |
| Fundraising | 169 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18819 | Total |
| Program Services | 9611 | ProgramServices |
| Management And General | 9208 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45827 | Total |
| Program Services | 39476 | ProgramServices |
| Management And General | 6351 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36603 | Total |
| Management And General | 36603 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CONTRACT SERVICES | 118192 | 102137 | 16055 |
| LICENSE, REGISTRATION A | 67337 | 25 | 67312 |
| DATA AND VOICE COMMUNIC | 61142 | 56287 | 4855 |
| MEMBERSHIP AND SUBSCRIP | 41365 | 185 | 41180 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3117630 | Total |
| Program Services | 2365510 | ProgramServices |
| Management And General | 745811 | ManagementAndGeneral |
| Fundraising | 6309 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 776592 | BOY |
| EOY | 777929 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122336 | BOY |
| EOY | 160603 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115569 | BOY |
| EOY | 77575 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 859670 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 754450 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123015 | BOY |
| EOY | 105220 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4682977 | BOY |
| EOY | 5189076 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5820489 | BOY |
| EOY | 6310403 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 218551 | BOY |
| EOY | 183634 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161601 | BOY |
| EOY | 174982 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 380152 | BOY |
| EOY | 358616 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5426464 | BOY |
| EOY | 5919062 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13873 | BOY |
| EOY | 32725 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5440337 | BOY |
| EOY | 5951787 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5820489 | BOY |
| EOY | 6310403 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 215900 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 295550 | 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 Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2449200 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2927714 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2173756 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1739291 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1277982 | CurrentTaxYear |
| Total | 10567943 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1857005 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2183945 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2589274 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2094490 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1816936 | CurrentTaxYear |
| Total | 10541650 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4306205 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5111659 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4763030 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3833781 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3094918 | CurrentTaxYear |
| Total | 21109593 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 21109593 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 123611 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 85940 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 97690 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 115500 | CurrentTaxYearMinus1Year |
| Current Tax Year | 130301 | CurrentTaxYear |
| Total | 553042 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 123611 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 85940 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 97690 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 115500 | CurrentTaxYearMinus1Year |
| Current Tax Year | 130301 | CurrentTaxYear |
| Total | 553042 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 150 | CurrentTaxYearMinus1Year |
| Current Tax Year | 400 | CurrentTaxYear |
| Total | 550 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4429816 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5197599 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4860720 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3949431 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3225619 | CurrentTaxYear |
| Total | 21663185 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97440 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97610 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02550 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02350 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
| Beginning Balance | 494273 | BeginningBalance |
| Additions During Year | 22545920 | AdditionsDuringYear |
| Distributions During Year | 22621293 | DistributionsDuringYear |
| Ending Balance | 418900 | EndingBalance |
| Included On FS | 0 | IncludedOnFS |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7330 | OtherCostOrOtherBasis |
| Depreciation | 7330 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 852340 | OtherCostOrOtherBasis |
| Depreciation | 747120 | Depreciation |
| Book Value | 105220 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 105220 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ADVANCED PROGRAM FUNDS | $94,105 |
| DEFERRED COMPENSATION | $80,877 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 174982 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 3629080 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 295550 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 295550 | RevenueNotRptdF990 |
| Revenue Subtotal | 3333530 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3333530 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3117630 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3117630 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3117630 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS UNDER THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES SUBTOPIC OF THE ASC. THIS SUBTOPIC CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES RECOGNITION THRESHOLDS AND MEASUREMENT PRINCIPLES FOR FINANCIAL STATEMENT DISCLOSURE OF TAX POSITIONS TO BE TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN. THE ORGANIZATION HAS REVIEWED ALL OPEN TAX YEARS (2009 - PRESENT) AND MAJOR JURISDICTIONS AND HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS REQUIRING AN ACCRUAL OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| PART IV, LINE 1B - THE ORGANIZATION ARRANGES FOR MONTHLY PAYMENTS TO THE ORGANIZATION FROM ITS CLIENTS. THE ORGANIZATION ACTS AS A TRUSTEE FOR THESE FUNDS AND IS RESPONSIBLE FOR THE DISBURSEMENT OF THESE FUNDS TO THE CREDITORS OF THESE CLIENTS. PART X, ADVANCED PROGRAM FUNDS - THE ORGANIZATION CONTRACTED WITH A UTILITY COMPANY TO ACT AS PROGRAM ADMINISTRATION FOR THE COMPANY'S SECURITY DEPOSIT HARDSHIP FUND. THE ORGANIZATION HAS RECEIVED ADVANCED FUNDING FOR THIS PROJECT. PART X, DEFERRED COMPENSATION - THE ORGANIZATION HAS ESTABLISHED A DEFERRED COMPENSATION PLAN FOR CERTAIN KEY EMPLOYEES. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | STEPHEN J PIOTROWSKI | NamePerson |
| Title | PRESIDENT & CEO | Title |
| Base Compensation Filing Org | 141777 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 18000 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 12356 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 11200 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 14978 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 198311 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | PART 1, QUESTION 4B - STEPHEN PIOTROWSKI WAS PROVIDED WITH A NON ELECTIVE SUPPLEMENTAL DEFERRED AWARD OF $10,000 | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCANN GARLAND RIDALL & BURKE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | ENTITY OWNED IN EXCESS OF 5% BY CURRENT DIRECTOR, EDWARD C. WACHTER, JR. | Relationship |
| Amount Of Transaction | 40815 | AmountOfTransaction |
| Description Of Transaction | PROVIDES VARIOUS LEGAL SERVICES TO THE ORGANIZATION. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | IN ADDITION TO THESE VOTING MEMBERS OF THE BOARD, THE BOARD MAY, FROM TIME TO TIME, ELECT BOARD MEMBERS EMERITI, WHO WILL SERVE AS NON-VOTING MEMBERS OF THE BOARD. THE BOARD CURRENTLY HAS FOUR (4) MEMBERS EMERITI. THE EXECUTIVE COMMITTEE IS COMPOSED OF THE CHAIR, PRESIDENT, CHAIR OF THE FINANCE/INVESTMENT COMMITTEE OF THE ORGANIZATION AND FIVE (5) OTHER DIRECTORS. THIS EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE THE AUTHORITY OF THE ORGANIZATION BETWEEN MEETINGS OF THE BOARD OF DIRECTORS; PROVIDED HOWEVER, THAT THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE AUTHORITY OF THE BOARD OF DIRECTORS IN REFERENCE TO ANY OF THE FOLLOWING MATTERS: -AMENDING, ALTERING OR REPEALING BYLAWS; -ELECTING, APPOINTING OR REMOVING ANY MEMBERS OF SUCH COMMITTEE OR ANY OTHER DIRECTOR OR OFFICER OF THE ORGANIZATION; -AMENDING THE ARTICLES OF INCORPORATION; -ADOPTING A PLAN MERGER OR ADOPTING A PLAN OF CONSOLIDATION WITH ANOTHER CORPORATION; AUTHORIZING THE SALE, LEASE, EXCHANGE OR MORTGAGE OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY AND ASSETS OF THE ORGANIZATION; -AUTHORIZING THE VOLUNTARY DISSOLUTION OF THE ORGANIZATION OR REVOKING PROCEEDINGS THEREFORE; -ADOPTING A PLAN OF DISTRIBUTION OF THE ASSETS OF THE ORGANIZATION; OR -AMENDING, ALTERING OR REPEALING ANY RESOLUTION OF THE BOARD OF DIRECTORS WHICH BY ITS TERMS PROVIDES THAT IT SHALL NOT BE AMENDED, ALTERED, OR REPEALED BY SUCH COMMITTEE. |
| FORM 990, PART VI, SECTION A, LINE 2 | SADIE KROECK AND ANNE JOHN - FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE 990 IS FIRST PROVIDED TO AND REVIEWED BY EACH MEMBER OF THE EXECUTIVE COMMITTEE AND THEN A COPY OF IT IS SENT TO EACH VOTING MEMBER OF THE FULL BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING. IF ANY CHANGES THERETO ARE APPROVED BY THE FULL BOARD, A COPY OF THE FINAL FORM 990 AS ULTIMATELY FILED IS PROVIDED TO EACH VOTING MEMBER OF THE BOARD PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, AND MORE FREQUENTLY IN THE EVENT OF CHANGES IN SAID STATEMENT, ALL BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A WRITTEN CONFLICT OF INTEREST DISCLOSURE STATEMENT. DETERMINATIONS OF WHETHER A CONFLICT EXISTS ARE MADE BY THE PRESIDENT, OR IF A POTENTIAL CONFLICT IS RELATED TO THE PRESIDENT, BY THE EXECUTIVE COMMITTEE EXCLUDING THE PRESIDENT. ACTUAL CONFLICTS ARE REVIEWED BY THE FULL BOARD, WHICH MAY AT ITS DISCRETION IMPOSE APPROPRIATE RESTRICTIONS ON PERSONS WITH A CONFLICT, INCLUDING BUT NOT LIMITED TO PROHIBITIONS ON PARTICIPATING IN COMMITTEE OR FULL BOARD DELIBERATIONS AND DECISION IN THE TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | ANNUALLY AND FROM TIME TO TIME AS THE BOARD DEEMS NECESSARY, FOR SUCH OFFICERS AND KEY EMPLOYEES AS THE COMMITTEE, OR AS RELATED TO KEY EMPLOYEES, AS THE PRESIDENT, DEEMS APPROPRIATE, THE COMPENSATION COMMITTEE OR THE PRESIDENT INVESTIGATES COMPENSATION PACKAGES OF PEER AGENCIES, REVIEWS THE INTERPLAY AND DOLLAR VALUE OF ALL COMPENSATION ARRANGEMENTS, REVIEWS THE ORGANIZATIONS CAPACITY TO SUPPORT PARTICULAR COMPENSATION LEVELS, OBTAINS LEGAL ADVICE AS TO LEGAL RESTRICTIONS ON COMPENSATION AND IF NECESSARY HIRE SPECIALISTS, REVIEW COST OF LIVING CONSIDERATIONS AND FINANCIAL CONDITIONS OF THE ORGANIZATION. THIS PROCESS WAS LAST UNDERTAKEN FOR THE PRESIDENT IN 2012, AND FOR CERTAIN OTHER OFFICERS AND KEY EMPLOYEES IN 2012 ALSO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANICAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. |
| FORM 990, SCHEDULE J, PART II COLUMN F | IN 2011'S FORM 990 AN INCORRECT AMOUNT OF $196,579 WAS REPORTED ON THIS LINE. THE CORRECT RESPONSE TO THE QUESTION OF COMPENSATION REPORTED AS DEFERRED IN PRIOR FORM 990 FOR STEPHEN J PIOTROWSKI SHOULD HAVE BEEN ANSWERED AS ZERO. |
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