NATIONAL HUMANITIES CENTER: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL HUMANITIES CENTER (EIN 59-1735367)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-09
- IRS object ID
- 201203149349301360
- Schema version
- 2011v1.2
- 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 | 2012-11-09T13:27:56-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561304727 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACKMAN & SLOOP CPAS PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 RALEIGH RD SUITE 300 | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27517 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591735367 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL HUMANITIES CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NATI | NameControl |
| Phone | 9195490661 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 TW ALEXANDER | AddressLine1 |
| City | RESEARCH TRIANGLE PARK | City |
| State | NC | State |
| ZIP Code | 277092256 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHANIE TUCKER | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 9195490661 | Phone |
| Date Signed | 2012-11-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANDREA WOODELL EASON | Name |
| PTIN | P00361629 | PTIN |
| Phone | 9199428700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STEPHANIE L TUCKER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 TW ALEXANDER | AddressLine1 |
| City | RESEARCH TRIANGLE PARK | City |
| State | NC | State |
| ZIP Code | 277092256 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6077947 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NATIONALHUMANITIESCENTER.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1976 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | THE NATIONAL HUMANITIES CENTER SEEKS TO ENSURE THE CONTINUING STRENGTH OF THE LIBERAL ARTS AND TO AFFIRM THE IMPORTANCE OF THE HUMANITIES BY ENCOURAGING THE EXCHANGE OF IDEAS. IN THE CENTER'S BEAUTIFUL OPEN SPACES - AND INCREASINGLY IN THE VASTER SPACES OF ELECTRONIC COMMUNICATION - SCHOLARS WORK TOGETHER IN A SHARED MISSION TO SEEK A GREATER UNDERSTANDING OF THE HUMAN CONDITION AND INFUSE AMERICAN LIFE WITH THE HUMANITIES' VITAL MESSAGE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 38 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 38 | NbrIndependentVotingMembers |
| Total Nbr Employees | 29 | TotalNbrEmployees |
| Total Nbr Volunteers | 38 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2392307 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3040876 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1496702 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2753928 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 56660 | OtherRevenuePriorYear |
| Other Revenue Current Year | 48080 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3945669 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5842884 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1432800 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1625750 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2277911 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2387241 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 499068 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1392362 | OtherExpensePriorYear |
| Other Expenses Current Year | 1318806 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5103073 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5331797 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1157404 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 511087 | RevenuesLessExpensesCY |
| Total Assets BOY | 68165252 | TotalAssetsBOY |
| Total Assets EOY | 66033236 | TotalAssetsEOY |
| Total Liabilities BOY | 231247 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 182423 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 67934005 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 65850813 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE NATIONAL HUMANITIES CENTER SEEKS TO ENSURE THE CONTINUING STRENGTH OF THE LIBERAL ARTS AND TO AFFIRM THE IMPORTANCE OF THE HUMANITIES BY ENCOURAGING THE EXCHANGE OF IDEAS. IN THE CENTER'S BEAUTIFUL OPEN SPACES - AND INCREASINGLY IN THE VASTER SPACES OF ELECTRONIC COMMUNICATIONS - SCHOLARS WORK TOGETHER IN A SHARED MISSION TO SEEK A GREATER UNDERSTANDING OF THE HUMAN CONDITION AND INFUSE AMERICAN LIFE WITH THE HUMANITIES' VITAL MESSAGE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2773579 | Expense |
| Grants | 1464500 | Grants |
| Description | FELLOWSHIPS - IDENTIFIED 32 TALENTED SCHOLARS TO PROVIDE FINANCIAL SUPPORT AND A STIMULATING ENVIRONMENT FOR THE BEST WORK IN THE HUMANITIES. ADDITIONAL SERVICES PROVIDED TO FELLOWS INCLUDE LIBRARY SERVIES, COPYING, EDITING, AND DINING. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 235632 | Expense |
| Description | COMMUNICATIONS - THE NATIONAL HUMANITIES CENTER COMMUNICATES WITH ITS FELLOWS, TRUSTEES, AND OTHER FRIENDS THROUGH AN ANNUAL REPORT, A NEWSLETTER, NEWS OF THE NATIONAL HUMANITIES CENTER, AND OCCASIONAL PAPERS. THE COMMUNICATIONS DEPARTMENT'S EXPENSES ARE THOSE THAT ARE INCURRED IN CREATING AND DISTRIBUTING THE STATED PUBLICATIONS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1396835 | Expense |
| Grants | 161250 | Grants |
| Description | EDUCATION - DEVELOP MODEL PROGRAMS THAT REKINDLE TEACHERS' ENTHUSIASM FOR THE SUBJECT THEY TEACH. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 4406046 | 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 | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 115 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 29 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | 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 | 38 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 38 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNWOOD PARRISH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9195490661 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 TW ALEXANDER DR | AddressLine1 |
| City | RESEARCH TRIANGLE PARK | City |
| State | NC | State |
| ZIP Code | 277092256 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (42 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 |
|---|---|---|---|---|---|---|---|
| ALAN BRINKLEY | |||||||
| CHAIRMAN | 0.10 | X | 0 | 0 | 0 | ||
| GEOFFREY G HARPHAM | |||||||
| PRESIDENT & DIRECTOR | 40.00 | X | 225862 | 0 | 46708 | X | |
| PETER A BENOLIEL | |||||||
| VICE CHAIRMAN | 0.10 | X | 0 | 0 | 0 | ||
| STEVEN MARCUS | |||||||
| VICE CHAIRMAN | 0.10 | X | 0 | 0 | 0 | ||
| PATRICIA MEYER SPACKS | |||||||
| VICE CHAIRMAN | 0.10 | X | 0 | 0 | 0 | ||
| JOHN F ADAMS | |||||||
| SECRETARY | 0.10 | X | 0 | 0 | 0 | ||
| MERRIL M HALPERN | |||||||
| TREASURER | 0.10 | X | 0 | 0 | 0 | ||
| JAMES H AVERILL | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| EDWARD L AYERS | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| RICHARD H BRODHEAD | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| MARY BROWN BULLOCK | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| CEES J DE BRUIN | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| GERALD L EARLY | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| FRANCES DALY FERGUSSON | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| CATHERINE GALLAGHER | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| EVELYNN M HAMMONDS | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| MICHAEL ANN HOLLY | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| WILLIAM C JORDAN | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| PHILIP S KHOURY | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| SHEPARD KRECH III | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| RICHARD LEVY | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| WILLIAM M BILL MOORE JR | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| PATRICIA R MORTON | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| ELIZABETH B OBERBECK | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| ROBERT B PIPPIN | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| ROBERT C POST | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| BRUCE REDFORD | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| LAWRENCE R RICCIARDI | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| CARA W ROBERTSON | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| SALLY D ROBINSON | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| THOMAS W ROSS | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| JOSHUA RUCH | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| THOMAS J SCHERER | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| ROBERT B STRASSLER | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| MARK E THIERFELDER | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| JONATHAN G WEISS | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| RAYMOND J WAICEK | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| HERBERT S WINOKUR JR | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| PAULINE R YU | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| STEPHANIE TUCKER | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 107465 | 0 | 12619 | X | ||
| KENT MULLIKIN | |||||||
| VP OF FELLOWSHIP | 40.00 | 125961 | 0 | 24279 | X | ||
| RICHARD SCHRAMM | |||||||
| VP OF EDUCATION | 40.00 | 116538 | 0 | 23552 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 575826 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 107158 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 473400 | GovernmentGrants |
| All Other Contributions | 2567476 | AllOtherContributions |
| Noncash Contributions | 235063 | NoncashContributions |
| Total Contributions | 3040876 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2754214 | TotalRevenueColumn |
| Exclusion | $2,754,214 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 234777 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 235063 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -286 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -286 | TotalRevenueColumn |
| Related Or Exempt Function Income | -286 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EDUCATION CONSULTING R | 611710 | 36870 | 36870 |
| CONFERENCE FEES | 900099 | 11052 | 11052 |
| MISCELLANEOUS | 900099 | 158 | 158 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 48080 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5842884 | TotalRevenueColumn |
| Related Or Exempt Function Income | 47794 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,754,214 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1625750 | Total |
| Program Services | 1625750 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 683620 | Total |
| Program Services | 508045 | ProgramServices |
| Management And General | 91499 | ManagementAndGeneral |
| Fundraising | 84076 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1703621 | Total |
| Program Services | 1207717 | ProgramServices |
| Management And General | 149716 | ManagementAndGeneral |
| Fundraising | 346188 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3501 | Total |
| Program Services | 2869 | ProgramServices |
| Fundraising | 632 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72204 | Total |
| Program Services | 51636 | ProgramServices |
| Management And General | -114 | ManagementAndGeneral |
| Fundraising | 20682 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37776 | Total |
| Program Services | 25722 | ProgramServices |
| Management And General | 2264 | ManagementAndGeneral |
| Fundraising | 9790 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158303 | Total |
| Program Services | 130339 | ProgramServices |
| Management And General | 21902 | ManagementAndGeneral |
| Fundraising | 6062 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 286297 | Total |
| Program Services | 281129 | ProgramServices |
| Management And General | 1953 | ManagementAndGeneral |
| Fundraising | 3215 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89689 | Total |
| Management And General | 89689 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57822 | Total |
| Program Services | 49726 | ProgramServices |
| Management And General | 5783 | ManagementAndGeneral |
| Fundraising | 2313 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26979 | Total |
| Program Services | 17707 | ProgramServices |
| Management And General | 7066 | ManagementAndGeneral |
| Fundraising | 2206 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DINING | 171985 | 170962 | 399 | 624 |
| SEMINARS & PERMISSIONS | 118408 | 118408 | ||
| OUTSIDE FEES AND SERVIC | 114651 | 53736 | 49210 | 11705 |
| HONORARIA | 78700 | 78700 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102491 | Total |
| Program Services | 83600 | ProgramServices |
| Management And General | 7316 | ManagementAndGeneral |
| Fundraising | 11575 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5331797 | Total |
| Program Services | 4406046 | ProgramServices |
| Management And General | 426683 | ManagementAndGeneral |
| Fundraising | 499068 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1181226 | BOY |
| EOY | 1405893 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1331584 | BOY |
| EOY | 1645093 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6767 | BOY |
| EOY | 9147 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21729 | BOY |
| EOY | 24262 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1850274 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1229997 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 632692 | BOY |
| EOY | 620277 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64226861 | BOY |
| EOY | 61487569 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 764393 | BOY |
| EOY | 840995 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68165252 | BOY |
| EOY | 66033236 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 231247 | BOY |
| EOY | 182423 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 231247 | BOY |
| EOY | 182423 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1349247 | BOY |
| EOY | 1019177 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21151951 | BOY |
| EOY | 18085348 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45432807 | BOY |
| EOY | 46746288 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67934005 | BOY |
| EOY | 65850813 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68165252 | BOY |
| EOY | 66033236 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 511087 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2594279 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 1339929 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2765634 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2331433 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2392307 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2690876 | CurrentTaxYear |
| Total | 11520179 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1339929 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2765634 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2331433 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2392307 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2690876 | CurrentTaxYear |
| Total | 11520179 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1990846 | AmountsSubstContributorsTotal |
| Public Support Total170 | 9529333 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2682221 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1610444 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1883009 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1502362 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2753928 | CurrentTaxYear |
| Total | 10431964 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 71080 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13107 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 68697 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 56660 | CurrentTaxYearMinus1Year |
| Current Tax Year | 48080 | CurrentTaxYear |
| Total | 257624 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 22209767 | TotalSupport |
| Public Support Pertcentage170 | 0.42910 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.46880 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART IV, LIST OF UNUSUAL GRANTS: BEQUEST DATE: 08/01/11 AMOUNT: 350000. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 64557615 | BeginningOfYearBalance |
| Contributions | 1097429 | Contributions |
| Investment Earnings Or Losses | 159582 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -1625750 | GrantsOrScholarships |
| Other Expenditures | -1409590 | OtherExpenditures |
| End Of Year Balance | 62779286 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 56053708 | BeginningOfYearBalance |
| Contributions | 1137020 | Contributions |
| Investment Earnings Or Losses | 10221887 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -1432800 | GrantsOrScholarships |
| Other Expenditures | -1419200 | OtherExpenditures |
| Administrative Expenses | -3000 | AdministrativeExpenses |
| End Of Year Balance | 64557615 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 50495912 | BeginningOfYearBalance |
| Contributions | 806600 | Contributions |
| Investment Earnings Or Losses | 7594196 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -1035800 | GrantsOrScholarships |
| Other Expenditures | -1807200 | OtherExpenditures |
| End Of Year Balance | 56053708 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 61069028 | BeginningOfYearBalance |
| Contributions | 3251169 | Contributions |
| Investment Earnings Or Losses | -10848285 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -1980909 | GrantsOrScholarships |
| Other Expenditures | -980091 | OtherExpenditures |
| Administrative Expenses | -15000 | AdministrativeExpenses |
| End Of Year Balance | 50495912 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00500 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.73600 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.25900 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 833111 | OtherCostOrOtherBasis |
| Depreciation | 237165 | Depreciation |
| Book Value | 595946 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1017163 | OtherCostOrOtherBasis |
| Depreciation | 992832 | Depreciation |
| Book Value | 24331 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 620277 | TotalOfBookValueLandBuildings |
| Total Revenue | 5842884 | TotalRevenue |
| Total Expenses | 5331797 | TotalExpenses |
| Excess Or Deficit For Year | 511087 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -2594279 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -2594279 | TotalAdjustments |
| Excess Or Deficit Per FS | -2083192 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3722212 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -2594279 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 473607 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | -2120672 | RevenueNotRptdF990 |
| Revenue Subtotal | 5842884 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5842884 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5805404 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 473607 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 473607 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5331797 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5331797 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ENDOWMENT FUNDS ARE USED TO SUPPORT THE VARIOUS PROGRAMS OF THE CENTER INCLUDING FELLOWSHIPS, PUBLIC PROGRAMS, EDUCATION, AND GENERAL OPERATIONS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION 740-10 ("FASB ASC"), ACCOUNTING FOR INCOME TAXES, THE CENTER REFLECTS IN THE FINANCIAL STATEMENTS THE BENEFIT OF POSITIONS TAKEN IN A PREVIOUSLY FILED TAX RETURN OR EXPECTED TO BE TAKEN IN A FUTURE TAX RETURN ONLY WHEN IT IS CONSIDERED 'MORE-LIKELY-THAN-NOT' THAT THE POSITION TAKEN WILL BE SUSTAINED BY A TAXING AUTHORITY. THE CENTER EVALUATES ITS UNCERTAIN TAX POSITIONS USING PROVISIONS OF FASB ASC 450, CONTINGENCIES. ACCORDINGLY, A LOSS CONTINGENCY IS RECOGNIZED WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. IF APPLICABLE, PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES ARE INCLUDED AS EXPENSES IN THE STATEMENT OF ACTIVITIES. UNDER THE STATUTE OF LIMITATIONS, THE FEDERAL INFORMATIONAL RETURNS OF THE CENTER FOR 2009 THROUGH 2011 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT EVALUATED TAX POSITIONS FOR THE 2009 THROUGH 2011 RETURNS, AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AND BELIEVES THERE IS NO INCOME TAX EFFECT ON THE FINANCIAL STATEMENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| FELLOWSHIP STIPENDS | 31 | 1464500 |
| EDUCATION GRANTS & ASSISTANCE | 249 | 161250 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: FELLOWSHIP STIPENDS ARE PROVIDED TO INDIVIDUALS TO PARTICIPATE IN THE CENTER'S FELLOWSHIP PROGRAM TO HELP DEFRAY THE COST WHILE ON SABBATICAL LEAVE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GEOFFREY G HARPHAM | |||||||||||||
| 225862 | 0 | 0 | 0 | 0 | 0 | 28125 | 0 | 18583 | 0 | 272570 | 0 | 0 | 0 |
| KENT MULLIKIN | |||||||||||||
| 125961 | 0 | 0 | 0 | 0 | 0 | 15979 | 0 | 8300 | 0 | 150240 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 235063 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | STOCK GIFTS ARE RECEIVED THROUGH WACHOVIA BROKERAGE ACCOUNT AND SOLD UPON RECEIPT. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS FIRST REVIEWED BY THE CHIEF FINANCIAL OFFICER WHO IS A CPA. THE CFO THEN DISCUSSES THE INFORMATION WITH THE AUDIT COMMITTEE AND PRESENTS THE 990 TO THE FULL BOARD OF DIRECTORS. THE BOARD THEN PROVIDES A RECOMMENDATION TO EITHER ACCEPT OR MAKE CHANGES TO THE DRAFT 990. THE FINAL SIGNED 990 IS THEN SENT TO THE FULL BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CENTER HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT IS PROVIDED TO EMPLOYEES ANNUALLY. OFFICERS, TRUSTEES, AND EMPLOYEES ARE REQUIRED TO VERBALLY DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THESE INTERESTS ARE DISCUSSED DURING BOARD MEETINGS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | FORM 990, PART VI, SECTION B, LINE 15: COMPENSATION FOR SENIOR STAFF IS APPROVED BY THE PERSONNEL COMMITTEE. COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DECIDED BY THE BOARD CHAIR AND APPROVED BY THE PERSONNEL COMMITEE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -2,594,279. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C | THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES EVALUATES THE AUDITING FIRM ANNUALLY AND MAKES RECOMMENDATIONS FOR THE CURRENT YEAR AUDITORS FOR THE BOARD TO APPROVE. | SELECTION OF AUDIT FIRM |
| FORM 990, PART V, LINE 2B | THE ORGANIZATION LEASED EMPLOYEES FROM A THIRD PARTY ADMINISTRATOR DURING THE YEAR, TRINET. THIS COMPANY WAS RESPONSIBLE FOR FILING ALL APPLICABLE FEDERAL EMPLOYMENT TAX RETURNS FOR THE ORGANIZATION'S COMPENSATION. | FILING REQUIRED FEDERAL EMPLOYMENT TAX RETURNS |
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