ACLU FOUNDATION OF MASSACHUSETTS INC: Form 990, tax year 2024
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- Organization
- ACLU FOUNDATION OF MASSACHUSETTS INC (EIN 47-3686152)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2026-02-06
- IRS object ID
- 202640379349301004
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-06T11:22:40-06:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050409384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN LITWIN RENZA & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 951 NORTH MAIN STREET | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02904 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473686152 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACLU FOUNDATION OF MASSACHUSETTS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACLU | BusinessNameControlTxt |
| Phone | 6174823170 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CENTER PLAZA 850 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL ROSE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6174823170 | PhoneNum |
| Signature | 2026-02-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK J MARTIN | PreparerPersonNm |
| PTIN | P00283486 | PTIN |
| Phone | 4012742001 | PhoneNum |
| Preparation | 2026-02-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CAROL ROSE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CENTER PLAZA 850 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,488,745 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ACLUM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | ACLU FOUNDATION OF MA WAS ESTABLISHED TO DEFEND FREEDOMS GUARANTEED IN THE CONSTITUTION AND BILL OF RIGHTS THROUGH PUBLIC EDUCATION AND LITIGATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 55 | TotalEmployeeCnt |
| Total Volunteers | 42 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,970,327 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,655,410 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $388,424 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $179,503 | CYProgramServiceRevenueAmt |
| PY Investment Income | $601,192 | PYInvestmentIncomeAmt |
| CY Investment Income | $700,415 | CYInvestmentIncomeAmt |
| PY Other Revenue | $420,573 | PYOtherRevenueAmt |
| CY Other Revenue | $525,454 | CYOtherRevenueAmt |
| PY Total Revenue | $5,380,516 | PYTotalRevenueAmt |
| CY Total Revenue | $8,060,782 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,869,517 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,042,540 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $732,906 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,509,553 | PYOtherExpensesAmt |
| CY Other Expenses | $1,541,822 | CYOtherExpensesAmt |
| PY Total Expenses | $6,379,070 | PYTotalExpensesAmt |
| CY Total Expenses | $6,584,362 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$998,554 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,476,420 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,503,828 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,511,599 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $439,600 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $489,039 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,064,228 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $32,022,560 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ACLU FOUNDATION OF MA WAS ESTABLISHED TO DEFEND FREEDOMS GUARANTEED IN THE CONSTITUTION AND BILL OF RIGHTS THROUGH PUBLIC EDUCATION AND LITIGATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,134,611 | ExpenseAmt |
| Revenue | $179,503 | RevenueAmt |
| Desc | THE ORGANIZATION PROVIDES LEGAL SUPPORT AND ASSISTANCE BY PROVIDING ASSISTANCE AND REPRESENTATION TO INDIVIDUALS AND ORGANIZATIONS IN SELECTED CASES IN ORDER TO ADVANCE CIVIL LIBERTIES AND RIGHTS. THE FIELD AND EDUCATION PROGRAM CARRIED OUT BY THE ORGANIZATION SEEKS TO ENGAGE THE PUBLIC AND INCREASE UNDERSTANDING AND COMMITMENT TO CIVIL LIBERTIES AND RIGHTS.- THE ACLU FOUNDATION OF MASSACHUSETTS SECURED A SETTLEMENT IN A YEARS-LONG CLASS ACTION LAWSUIT ON BEHALF OF HUNDREDS OF NEW ENGLAND-BASED IMMIGRANTS AND THEIR U.S. CITIZEN SPOUSES, OFFERING RELIEF FOR NONCITIZENS WITH FINAL ORDERS OF REMOVAL WHO ARE MARRIED TO U.S. CITIZENS.- THE ACLU FOUNDATION OF MASSACHUSETTS FILED 6 LAWSUITS CHALLENGING UNLAWFUL TRUMP ADMINISTRATION POLICIES AND EXECUTIVE ORDERS, INCLUDING TO DEFEND DUE PROCESS, FREE SPEECH, IMMIGRANTS' RIGHTS, LGBTQ EQUALITY, AND PUBLIC HEALTH.- THE ACLU FOUNDATION OF MASSACHUSETTS ALSO REACHED OVER 1,000 INDIVIDUALS WITH KNOW YOUR RIGHTS PRESENTATIONS AND WORKSHOPS. | Desc |
| Total Program Service Expenses | $5,134,611 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 55 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHIRLEY LAI | PersonNm |
| Phone | 6174823170 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CENTER PLAZA | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| APRIL EVANS | |||||||||
| CHAIR (AS OF 6/24) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SUMA NAIR | |||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | 0.50 | |||
| STEPHEN KAY | |||||||||
| DIRECTOR (AS OF 6/24) | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN HALL | |||||||||
| TREASURER | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | 0.50 | ||
| MARTIN MURPHY | |||||||||
| DIRECTOR (TO 6/24) | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| MARTIN FANTOZZI | |||||||||
| CLERK | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MARIA MANNING | |||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| LAEL CHESTER | |||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN WHITEHEAD | |||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN PRUSSIA | |||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | 0.50 | |||
| HOLLY GUNNER | |||||||||
| DIRECTOR (AS OF 6/24) | 0.50 | Yes (X) | $0 | $0 | $0 | 0.50 | |||
| ELLEN FISHER | |||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID BOWMAN | |||||||||
| DIRECTOR (AS OF 6/24) | 0.50 | Yes (X) | $0 | $0 | $0 | 0.50 | |||
| CHARLOTTE STREAT | |||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | 0.50 | |||
| JOCELYN SARGENT | |||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| SHIRLEY LAI | |||||||||
| DIRECTOR OF FINANCE | 30.00 | Yes (X) | $169,795 | $56,598 | $89,204 | 10.00 | |||
| CAROL ROSE | |||||||||
| EXECUTIVE DIRECTOR | 28.00 | Yes (X) | $233,581 | $100,106 | $146,083 | 12.00 | |||
| JESSIE ROSSMAN | |||||||||
| LEGAL DIRECTOR | 33.00 | $155,772 | $31,905 | $32,169 | 7.00 | Yes (X) | |||
| GAVRIEL WOLFE | |||||||||
| LEGISLATIVE DIRECTOR | 8.00 | $30,607 | $126,431 | $86,987 | 32.00 | Yes (X) | |||
| LAURA ROTOLO | |||||||||
| FIELD DIRECTOR | 18.00 | $86,301 | $70,610 | $81,758 | 22.00 | Yes (X) | |||
| WHITNEY TAYLOR | |||||||||
| POLITICAL DIRECTOR | 28.00 | $123,131 | $52,770 | $20,211 | 12.00 | Yes (X) | |||
| BIANCA WARD | |||||||||
| CHIEF DEVELOPMENT OFFICER | 32.00 | $142,221 | $35,555 | $21,592 | 8.00 | Yes (X) | |||
| KAFI HARRINGTON | |||||||||
| CHIEF OPERATIONS AND TALENT OFFICER | 30.00 | $166,377 | $55,459 | $30,720 | 10.00 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,107,785 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $529,434 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $508,724 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $66,880 | FundraisingAmt |
| All Other Contributions | $6,588,530 | AllOtherContributionsAmt |
| Noncash Contributions | $76,038 | NoncashContributionsAmt |
| Total Contributions | $6,655,410 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEGAL AWARDS | Desc |
| Business | 541100 | BusinessCd |
| Total Revenue Column | $179,503 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $179,503 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $179,503 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $699,496 | TotalRevenueColumnAmt |
| Exclusion | $699,496 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,468 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,549 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $919 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $919 | TotalRevenueColumnAmt |
| Exclusion | $919 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $935,942 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $66,880 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $420,414 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $515,528 | TotalRevenueColumnAmt |
| Exclusion | $515,528 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $9,926 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,926 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,926 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,060,782 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $189,429 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,215,943 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $756,072 | TotalAmt |
| Program Services | $402,671 | ProgramServicesAmt |
| Management And General | $296,438 | ManagementAndGeneralAmt |
| Fundraising | $56,963 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,261,104 | TotalAmt |
| Program Services | $2,731,778 | ProgramServicesAmt |
| Management And General | $139,475 | ManagementAndGeneralAmt |
| Fundraising | $389,851 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,062 | TotalAmt |
| Program Services | $40,062 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $676,927 | TotalAmt |
| Program Services | $549,998 | ProgramServicesAmt |
| Management And General | $39,727 | ManagementAndGeneralAmt |
| Fundraising | $87,202 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,375 | TotalAmt |
| Program Services | $245,357 | ProgramServicesAmt |
| Management And General | $28,262 | ManagementAndGeneralAmt |
| Fundraising | $34,756 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,260 | TotalAmt |
| Program Services | $16,327 | ProgramServicesAmt |
| Management And General | $2,296 | ManagementAndGeneralAmt |
| Fundraising | $1,637 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,563 | TotalAmt |
| Management And General | $22,563 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,487 | TotalAmt |
| Program Services | $27,932 | ProgramServicesAmt |
| Management And General | $22,555 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,048 | TotalAmt |
| Program Services | $123,491 | ProgramServicesAmt |
| Management And General | $59,570 | ManagementAndGeneralAmt |
| Fundraising | $17,987 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,358 | TotalAmt |
| Program Services | $88,681 | ProgramServicesAmt |
| Management And General | $7,822 | ManagementAndGeneralAmt |
| Fundraising | $17,855 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,606 | TotalAmt |
| Program Services | $70,543 | ProgramServicesAmt |
| Management And General | $35,595 | ManagementAndGeneralAmt |
| Fundraising | $19,468 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $636,585 | TotalAmt |
| Program Services | $527,033 | ProgramServicesAmt |
| Management And General | $41,811 | ManagementAndGeneralAmt |
| Fundraising | $67,741 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,086 | TotalAmt |
| Program Services | $48,882 | ProgramServicesAmt |
| Management And General | $1,727 | ManagementAndGeneralAmt |
| Fundraising | $4,477 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,695 | TotalAmt |
| Program Services | $17,388 | ProgramServicesAmt |
| Management And General | $408 | ManagementAndGeneralAmt |
| Fundraising | $3,899 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,236 | TotalAmt |
| Program Services | $127,787 | ProgramServicesAmt |
| Management And General | $10,229 | ManagementAndGeneralAmt |
| Fundraising | $16,220 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,043 | TotalAmt |
| Program Services | $32,327 | ProgramServicesAmt |
| Management And General | $1,409 | ManagementAndGeneralAmt |
| Fundraising | $2,307 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BOOKS AND SUBSCRIPTIONS | $69,369 | $65,965 | $1,491 | $1,913 |
| DUES AND FEES | $34,486 | $18,389 | $5,467 | $10,630 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,584,362 | TotalAmt |
| Program Services | $5,134,611 | ProgramServicesAmt |
| Management And General | $716,845 | ManagementAndGeneralAmt |
| Fundraising | $732,906 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $346,500 | BOYAmt |
| EOY | $161,695 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,809,311 | BOYAmt |
| EOY | $3,177,058 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,645,172 | BOYAmt |
| EOY | $251,085 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $34,745 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,796 | BOYAmt |
| EOY | $332,717 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $816,755 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $447,233 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $468,905 | BOYAmt |
| EOY | $369,522 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,075,788 | BOYAmt |
| EOY | $23,284,397 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,160,682 | BOYAmt |
| EOY | $3,205,735 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $850,674 | BOYAmt |
| EOY | $1,694,645 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,503,828 | BOYAmt |
| EOY | $32,511,599 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $378,196 | BOYAmt |
| EOY | $489,039 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,404 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $439,600 | BOYAmt |
| EOY | $489,039 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,061,554 | BOYAmt |
| EOY | $23,430,415 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,002,674 | BOYAmt |
| EOY | $8,592,145 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,064,228 | BOYAmt |
| EOY | $32,022,560 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,503,828 | BOYAmt |
| EOY | $32,511,599 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,476,420 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $774,131 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$292,219 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,082,633 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,339,264 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,712,450 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,970,327 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,655,410 | CurrentTaxYearAmt |
| Total | $31,760,084 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,082,633 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,339,264 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,712,450 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,970,327 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,655,410 | CurrentTaxYearAmt |
| Total | $31,760,084 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,801,309 | SubstantialContributorsTotAmt |
| Public Support Total170 | $28,958,775 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $341,114 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $436,047 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $414,938 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $604,899 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $699,496 | CurrentTaxYearAmt |
| Total | $2,496,494 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,146 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,322 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,821 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,567 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,926 | CurrentTaxYearAmt |
| Total | $61,782 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $34,318,360 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $970,499 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.84380 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83730 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,160,682 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $118,886 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $73,834 | OtherExpendituresAmt |
| End Year Balance | $3,205,734 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,871,159 | BeginningYearBalanceAmt |
| Contributions | $23,666 | ContributionsAmt |
| Investment Earnings Or Losses | $340,609 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $74,752 | OtherExpendituresAmt |
| End Year Balance | $3,160,682 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,144,243 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$161,338 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $111,746 | OtherExpendituresAmt |
| End Year Balance | $2,871,159 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,106,085 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $156,210 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $118,052 | OtherExpendituresAmt |
| End Year Balance | $3,144,243 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,249,635 | BeginningYearBalanceAmt |
| Contributions | $14,111 | ContributionsAmt |
| Investment Earnings Or Losses | $942,727 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $100,338 | OtherExpendituresAmt |
| End Year Balance | $3,106,135 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,089 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,525 | DepreciationAmt |
| Book Value | $21,564 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $786,666 | OtherCostOrOtherBasisAmt |
| Depreciation | $438,708 | DepreciationAmt |
| Book Value | $347,958 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $369,522 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FUNDS | Desc |
| Book Value | $3,205,735 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,205,735 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM RELATED PARTY NATIONAL | $1,553,379 |
| DUE FROM RELATED PARTY UNION | $141,266 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,694,645 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,894,497 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $774,131 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $110,071 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $884,202 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,010,295 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $50,487 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $50,487 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,060,782 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,643,946 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $110,071 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $110,071 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,533,875 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $50,487 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $50,487 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,584,362 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION IS EXEMPT FROM INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE IRC. MANAGEMENT BELIEVES THAT THE FOUNDATION OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT STATUS AT BOTH THE STATE AND FEDERAL LEVELS. THE FOUNDATION ANNUALLY FILES IRS FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX-EXEMPT ENTITIES. THESE TAX RETURNS ARE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THEY WERE FILED. THE FOUNDATION CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BOR DINNER | Event1Nm |
| Gross Receipts Event1 | $1,002,822 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $66,880 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $935,942 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $66,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $182,123 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $107,757 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $64,534 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,002,822 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $66,880 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $935,942 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $66,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $182,123 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $107,757 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $64,534 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $420,414 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $515,528 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAROL ROSE | ||||||||||||||
| EXECUTIVE DIRECTOR | $233,581 | $100,106 | $0 | $0 | $0 | $0 | $79,414 | $37,011 | $20,761 | $8,897 | $333,756 | $146,014 | $0 | $0 |
| SHIRLEY LAI | ||||||||||||||
| DIRECTOR OF FINANCE | $169,045 | $56,348 | $750 | $250 | $0 | $0 | $60,227 | $19,230 | $7,310 | $2,437 | $237,332 | $78,265 | $0 | $0 |
| KAFI HARRINGTON | ||||||||||||||
| CHIEF OPERATIONS AND TALENT OFFICER | $165,627 | $55,209 | $750 | $250 | $0 | $0 | $9,151 | $3,050 | $13,889 | $4,630 | $189,417 | $63,139 | $0 | $0 |
| GAVRIEL WOLFE | ||||||||||||||
| LEGISLATIVE DIRECTOR | $30,407 | $125,631 | $200 | $800 | $0 | $0 | $10,930 | $41,925 | $6,826 | $27,306 | $48,363 | $195,662 | $0 | $0 |
| LAURA ROTOLO | ||||||||||||||
| FIELD DIRECTOR | $85,751 | $70,160 | $550 | $450 | $0 | $0 | $30,170 | $22,484 | $16,007 | $13,097 | $132,478 | $106,191 | $0 | $0 |
| JESSIE ROSSMAN | ||||||||||||||
| LEGAL DIRECTOR | $154,942 | $31,735 | $830 | $170 | $0 | $0 | $8,567 | $1,755 | $18,133 | $3,714 | $182,472 | $37,374 | $0 | $0 |
| BIANCA WARD | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $141,421 | $35,355 | $800 | $200 | $0 | $0 | $7,822 | $1,956 | $9,451 | $2,363 | $159,494 | $39,874 | $0 | $0 |
| WHITNEY TAYLOR | ||||||||||||||
| POLITICAL DIRECTOR | $122,431 | $52,470 | $700 | $300 | $0 | $0 | $6,772 | $2,902 | $7,376 | $3,161 | $137,279 | $58,833 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $76,038 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | AS REQUIRED WE MAKE A COMPLETED COPY OF THE FORM 990 AVAILABLE TO THE BOARD PRIOR TO THE RETURN BEING FILED. ALL BOARD CHANGES, IF ANY, ARE FORWARDED TO THE PREPARER FOR CHANGES PRIOR TO FILING THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | IF CONFLICTS OF INTEREST ARE PRESENT, THE INTERESTED MEMBER IS NOT PERMITTED TO VOTE ON RELATED ISSUES. ANNUALLY AT A BOARD MEETING ANY POTENTIAL CONFLICTS ARE DISCUSSED AND DISCLOSED. ANY CONFLICTS ARE DOCUMENTED AT THAT MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT COMP (PART VI, LINE 15A): THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS FOLLOWING AND BASED UPON A BI-ANNUAL PERFORMANCE REVIEW AND MARKET ASSESSMENT. THE REVIEW PROCESS INCLUDES INPUT FROM CURRENT EMPLOYEES AND BOARD MEMBERS, WHICH IS THEN REVIEWED BY THE ACLU OF MA'S CHAIRPERSON, UNION BOARD PRESIDENT, AND UNION VICE PRESIDENT. SALARY INCREASES AND ADJUSTMENTS TO ANY OTHER COMPONENTS OF TOTAL COMPENSATION FOR THE EXECUTIVE DIRECTOR ARE THEN DETERMINED AND APPROVED BY THE FULL BOARD. OTHER OFFICER OR KEY EMPLOYEE COMPENSATION (PART VI, LINE 15B): COMPENSATION FOR CURRENT EMPLOYEES IS REVIEWED EACH YEAR DURING THE ANNUAL BUDGETING PROCESS, AND AS PART OF THE ANNUAL PERFORMANCE EVALUATION PROCESS. SALARIES AND BENEFITS ARE REVIEWED AGAINST OTHER ACLU AFFILIATES OF SIMILAR SIZE, THE DATA FOR WHICH IS PROVIDED BY THE NATIONAL ACLU FOLLOWING AN ANNUAL SURVEY OF ALL AFFILIATES. SALARIES FOR INDIVIDUAL EMPLOYEES ARE ALSO REVIEWED AGAINST EACH OTHER TO HELP MAINTAIN PAY EQUITY BETWEEN THOSE WITH SIMILAR ROLES WITHIN THE ORGANIZATION. THE SAME IS DONE AHEAD OF POSTING JOBS TO FILL VACANCIES, AND IN DETERMINING PAY FOR NEWLY BUDGETED POSITIONS. FOLLOWING ANNUAL PERFORMANCE REVIEWS, SALARIES FOR INDIVIDUAL STAFF MAY BE ADJUSTED BASED ON THE MERIT OF THEIR PERFORMANCE, TO MAINTAIN PAY EQUITY, AND/OR TO ADJUST FOR MEANINGFUL SHIFTS IN THE TALENT MARKET. COMPREHENSIVE REVIEWS OF TOTAL COMPENSATION FOR CURRENT STAFF ARE COMPLETED EVERY THREE YEARS, WHICH INCLUDES CONSIDERATION OF SALARIES AND THE CASH VALUE OF EMPLOYEE BENEFITS, IN COMPARISON TO OTHER ORGANIZATIONS OF SIMILAR SIZE, MISSION/AREAS OF WORK, AND GEOGRAPHICAL LOCATION. ANY SALARY ADJUSTMENTS ARE LIMITED BASED ON FUNDING APPROVED IN THE ANNUAL BUDGET FOR THIS PURPOSE. THE BUDGET IS APPROVED BY THE BOARD EACH YEAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FROM THE ORGANIZATION. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN CIVIL LIBERTIES UNION OF MASSACHUSETTS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CENTER PLAZA | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 041180450 | EIN |
| Primary Activities | PRESERVE CIVIL LIBERTIES | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(4) | ExemptCodeSectionTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION OF MASSACHUSETTS INC | ||
| E | $141,266 | COST |
| AMERICAN CIVIL LIBERTIES UNION OF MASSACHUSETTS INC | ||
| N | $1,067,364 | COST |
| AMERICAN CIVIL LIBERTIES UNION OF MASSACHUSETTS INC | ||
| O | $1,418,636 | COST |
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