THE STATE OF THE USA INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE STATE OF THE USA INC (EIN 20-8632600)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-19
- IRS object ID
- 201212939349300126
- 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 | 2012-10-19T14:46:02-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521511275 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Raffa PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L Street NW Suite 900 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208632600 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The State of the USA Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STAT | NameControl |
| Phone | 2028225000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L Street NW No 900 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Christopher Hoenig | Name |
| Title | President and CEO | Title |
| Phone | 2025405400 | Phone |
| Date Signed | 2012-10-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Frank H Smith | Name |
| PTIN | P00639053 | PTIN |
| Phone | 2028225000 | Phone |
| Date Prepared | 2012-10-17 | DatePrepared |
| 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 | Christopher Hoenig | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L Street NW No 900 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 511070 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.stateoftheusa.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2007 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | To make data on the position and progress of the United States available to the public. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 18 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2685515 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 501000 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 449 | InvestmentIncomePriorYear |
| Investment Income Current Year | 70 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 35554 | OtherRevenuePriorYear |
| Other Revenue Current Year | 10000 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2721518 | TotalRevenuePriorYear |
| Total Revenue Current Year | 511070 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1104166 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 51079 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 76974 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1473006 | OtherExpensePriorYear |
| Other Expenses Current Year | 692577 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2577172 | TotalExpensesPriorYear |
| Total Expenses Current Year | 743656 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 144346 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -232586 | RevenuesLessExpensesCY |
| Total Assets BOY | 954386 | TotalAssetsBOY |
| Total Assets EOY | 471982 | TotalAssetsEOY |
| Total Liabilities BOY | 497156 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 247338 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 457230 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 224644 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | To accomplish charitable and educational purposes by making readily and freely available to the American people and interested organizations a variety of accurate, non-partisan, objective, useful, and valuable information on key indicators and issues that convey the position and progress of the united states in twelve areas including health, education, economy, environment, etc. The organization will accomplish its purpose by establishing a free, publicly available internet-based service which will include quantitative indicators to enable Americans to assess national progress for themselves. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 1 | SignificantChange |
| Expense | 155956 | Expense |
| Description | General Program: The heart of SUSA is the development of its content - the ability to choose the issues, indicators and data sets that are most relevant, credible and legitimate for Americans to use in assessing the progress of the United States. Moreover, this content must then be displayed on SUSA's website in a manner that is not only responsible and objective, but also highly engaging to maximize its impact on the intended audiences.SUSA has designed a system to help Americans assess for themselves the progress of their nation, using the best quality measures and data in a dozen key areas, including health, education and the economy. The service emphasizes expert identification of key facts in an increasingly vast and complex sea of data, and combines that with contextual content development and design expertise to create a highly accessible online resource for all Americans.SUSA's model of working with leaders across a full spectrum - from policy to data management, statistics to science, business to philanthropy - has brought SUSA's work to the highest levels of policy consideration. As a result, the effort to create a Key National Indicator System has now become the law of the land.SUSA content incorporates issues, measures and data sets recommended by the National Academy of Sciences which include international and state level comparisons, as well as demographic breakdowns where data quality allows. As part of a Key National Indicator System, SUSA's value will grow exponentially as users are able to better inform themselves on a wide variety of issues and aspirations that are relevant to the American people.SUSA has a working set of nearly 60 indicators in 8 issue areas out of a projected 300 key indicators in 12 issue areas. Its editorial process can adapt and evolve this working set over time. SUSA engages subject matter experts with deep experience in the issues as well as statisticians and methodologists to help us shape how SUSA develops content. The SUSA editorial process is designed to frame and select the issues, indicators and data sets to optimize audience relevance, scientific credibility, public legitimacy, economic cost and timeliness. | Description |
| Total Program Service Expense | 155956 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | 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 | 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 | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| 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 | 10 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| 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 | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | 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 | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Thomas Raffa CPA | NamePerson |
| Telephone Number | 2028225000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L ST NW Suite 900 | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Christopher Hoenig | ||||||
| President and CEO | 15.00 | X | X | 50000 | 0 | 0 |
| Vincent Barabba | ||||||
| Chairman | 1.00 | X | X | 0 | 0 | 0 |
| Kenneth Prewitt | ||||||
| Vice Chair | 1.00 | X | X | 0 | 0 | 0 |
| Daniel Gaylin | ||||||
| Executive Governor | 1.00 | X | X | 0 | 0 | 0 |
| Janet L Norwood | ||||||
| Executive Governor | 1.00 | X | X | 0 | 0 | 0 |
| William Achtmeyer | ||||||
| Governor | 1.00 | X | 0 | 0 | 0 | |
| Derek Bok | ||||||
| Governor | 1.00 | X | 0 | 0 | 0 | |
| Karen Cook | ||||||
| Governor | 1.00 | X | 0 | 0 | 0 | |
| Jeremiah Eck | ||||||
| Governor | 1.00 | X | 0 | 0 | 0 | |
| Kerry Murphy Healey | ||||||
| Governor | 1.00 | X | 0 | 0 | 0 | |
| Clay Johnson | ||||||
| Governor | 1.00 | X | 0 | 0 | 0 | |
| Thomas Jorling | ||||||
| Governor | 1.00 | X | 0 | 0 | 0 | |
| Ruben King-Shaw | ||||||
| Governor | 1.00 | X | 0 | 0 | 0 | |
| Nicholas Lemann | ||||||
| Governor | 1.00 | X | 0 | 0 | 0 | |
| Peter Lynch | ||||||
| Governor | 1.00 | X | 0 | 0 | 0 | |
| Valerie Mosley | ||||||
| Governor | 1.00 | X | 0 | 0 | 0 | |
| Stephen Pagliuca | ||||||
| Governor | 1.00 | X | 0 | 0 | 0 | |
| Louis Perlmutter | ||||||
| Governor | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 50000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | 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 |
|---|---|---|---|---|---|
| Raffa PC | |||||
| 1899 L St NW Suite 900 | Washington | DC | 20036 | Acct, Tech, and Con. | 202688 |
| Foley Hoag LLP | |||||
| 115 Seaport Boulevard | Boston | MA | 02210 | Consult./Legal fees | 151591 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 501000 | AllOtherContributions |
| Total Contributions | 501000 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 70 | TotalRevenueColumn |
| Exclusion | $70 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other income | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 10000 | TotalRevenueColumn |
| Exclusion | $10,000 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 10000 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 511070 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $10,070 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50000 | Total |
| Program Services | 28750 | ProgramServices |
| Management And General | 7500 | ManagementAndGeneral |
| Fundraising | 13750 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1079 | Total |
| Program Services | 701 | ProgramServices |
| Management And General | 162 | ManagementAndGeneral |
| Fundraising | 216 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87731 | Total |
| Management And General | 87731 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150166 | Total |
| Management And General | 150166 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12385 | Total |
| Fundraising | 12385 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53693 | Total |
| Program Services | 40276 | ProgramServices |
| Management And General | 13417 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 290 | Total |
| Management And General | 290 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83450 | Total |
| Program Services | 17788 | ProgramServices |
| Management And General | 64859 | ManagementAndGeneral |
| Fundraising | 803 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68988 | Total |
| Program Services | 44842 | ProgramServices |
| Management And General | 10349 | ManagementAndGeneral |
| Fundraising | 13797 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6505 | Total |
| Management And General | 61 | ManagementAndGeneral |
| Fundraising | 6444 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46 | Total |
| Fundraising | 46 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7446 | Total |
| Program Services | 3334 | ProgramServices |
| Management And General | 1007 | ManagementAndGeneral |
| Fundraising | 3105 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48744 | Total |
| Program Services | 19070 | ProgramServices |
| Management And General | 6231 | ManagementAndGeneral |
| Fundraising | 23443 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4797 | Total |
| Program Services | 1195 | ProgramServices |
| Management And General | 617 | ManagementAndGeneral |
| Fundraising | 2985 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| G/R write off | 125000 | 125000 |
| Loss on disposal of FA | 43336 | 43336 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 743656 | Total |
| Program Services | 155956 | ProgramServices |
| Management And General | 510726 | ManagementAndGeneral |
| Fundraising | 76974 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 89930 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87915 | BOY |
| EOY | 5056 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 563000 | BOY |
| EOY | 210000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7042 | BOY |
| EOY | 2704 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 263148 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 104856 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250372 | BOY |
| EOY | 158292 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46057 | BOY |
| EOY | 6000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 954386 | BOY |
| EOY | 471982 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 315651 | BOY |
| EOY | 140530 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100000 | BOY |
| EOY | 75000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81505 | BOY |
| EOY | 31808 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 497156 | BOY |
| EOY | 247338 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -105770 | BOY |
| EOY | 24644 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 563000 | BOY |
| EOY | 200000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 457230 | BOY |
| EOY | 224644 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 954386 | BOY |
| EOY | 471982 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -232586 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| 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 | 4468622 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4300000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1263335 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2685515 | CurrentTaxYearMinus1Year |
| Current Tax Year | 502800 | CurrentTaxYear |
| Total | 13220272 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4468622 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4300000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1263335 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2685515 | CurrentTaxYearMinus1Year |
| Current Tax Year | 502800 | CurrentTaxYear |
| Total | 13220272 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 10523738 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2696534 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30505 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31548 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1958 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 36003 | CurrentTaxYearMinus1Year |
| Current Tax Year | 70 | CurrentTaxYear |
| Total | 100084 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 141 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 123 | CurrentTaxYearMinus2Years |
| Total | 264 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 13320620 | TotalSupport |
| Public Support Pertcentage170 | 0.20240 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.20470 | PublicSupportPertcentPriorYear |
| Ten Percent Test Current Year | X | TenPercentTestCurrentYear |
| Facts And Circumstances Test | SUSA meets the facts and circumstances test under Income Tax Regulations Sec. 1.170A-9T(f)(3) for the current tax year (2011), based on the four tax years immediately preceding the current tax year (2006 through 2010). Under the facts and circumstances test: (1) SUSA maintains a continuous and bona fide program for soliciting funds from the general public, community, membership group involved, and governmental units, and (2) the sources of support provide services directly for the benefit of the general public on a continuing basis. SUSA's fundraising, historically, has been conducted primarily by direct, personal contact with potential donors. SUSA has also attempted to develop other programs for the solicitation of funds from the general public. SUSA intends to continue its efforts to develop its public support program. It is anticipated that additional government grants, as well as grants from other public charities, will be obtained, and that the percentage of the SUSA's public support will increase in future years. SUSA's goal is to raise its public support percentage beyond the one-third public support level.In addition to the two requirements discussed above, the facts relative to the other relevant public support factors described in Reg. Sec. 1.170A-9T(f)(3) are presented below:(1) Percentage of financial support factor. The organization has received over 20 percent of its support from contributions made directly by the general public over the last five years (2006-2011). This constitutes public support, and exceeds the minimum 10 percent of public support requirement.(2) Sources of support factor. As indicated above, the organization received contributions in the period 2006-2011 from a variety of organizations. SUSA did not conduct any formal solicitation programs, and had to rely on personal contact to solicit funds. (3) Representative governing body factor. SUSA is governed by a Board of Directors comprised of individuals who have special knowledge and expertise in the particular field in which SUSA is operating. (4) Availability of public facilities or services: public participation in programs or policies. | FactsAndCircumstancesTest |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 1 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $5,919 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 5919 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 66945 | OtherCostOrOtherBasis |
| Depreciation | 63189 | Depreciation |
| Book Value | 3756 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 196203 | OtherCostOrOtherBasis |
| Depreciation | 41667 | Depreciation |
| Book Value | 154536 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 158292 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Capital lease payable | Description |
| Amount | $31,808 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 31808 | TotalOfAmounts |
| Total Revenue | 511070 | TotalRevenue |
| Total Expenses | 743656 | TotalExpenses |
| Excess Or Deficit For Year | -232586 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -232586 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 512870 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 1800 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 1800 | RevenueNotRptdF990 |
| Revenue Subtotal | 511070 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 511070 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 745456 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 1800 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 1800 | ExpensesNotRptdF990 |
| Expenses Subtotal | 743656 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 743656 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Uncertain Tax Positions Under FIN 48: | Identifier |
| Return Reference | Part X: | ReturnReference |
| Explanation | For the years ended December 31, 2011 and 2010, no provision for income taxes was made as the Organization had no net unrelated business income. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Changes in Program Services | Form 990, Part III, line 3 | During June 2011, the Organization formed a formal partnership with the National Academies of Sciences (NAS) while NAS and the Organization await the formation of a public-private partnership with the Federal government. Section 5605 of P.L. 111-148 authorizes $70 million in public funding over 9 years to create a web-based Key National Indicator System (KNIS). This integrated system will be implemented by the independent NAS which is preparing to do so in partnership with the Organization. The receipt of this funding is dependent on approval of the appropriations by Congress. While it is still uncertain as to when this will occur, it is anticipated that the first appropriation in the amount of $10 million will be received by the NAS in July of 2012. In order to maintain itself at a minimal cost to NAS and its current private funders, in November of 2010, the Organization terminated all employees and ceased its relationship with all its consultants and vendors with some few exceptions to maintain its basic infrastructure except for those employees and consultants who will provide their services on a pro bono basis. The Organization's President's salary is currently being paid by NAS, however, there is no formal written agreement related to this arrangement. These actions have reduced the Organization's monthly operating costs to approximately $14,000. Also, included in accounts payable is $122,781 that the Organization owes to NAS. While NAS still intends to keep outstanding invoices from the Organization on its books, they will only expect payment on such invoices if and when federal funding is achieved for a Key National Indicator System, an agreement is reached with the Key National Indicators Commission, a contract is decided upon with the Organization and there are sufficient private sector funds available to the Organization to resolve this debt. With current funding promised to the Organization over the course of the next year of $200,000, a cash balance at December 31, 2011 of over $84,000, and a continuing partnership with the NAS, management believes the Organization will be able to continue its existence as a going concern into 2013. |
| Form 990, Part VI, Section B, line 11 | The Form 990 is reviewed by the CEO, the CFO, and the full Board of Governors prior to being finalized. | |
| Form 990, Part VI, Section B, line 12c | Board of Governors are required to review and sign the conflict of interest policy annually. | |
| Form 990, Part VI, Section B, line 15a | Compensation of the CEO is annually evaluated by the Board of Governors and a compensation study is performed. Compensation for key employees is annually reviewed by the Board of Governors. | |
| Form 990, Part VI, Section C, line 19 | Currently SUSA's governing documents are only made available to the public upon request. |