INDEPENDENT SECTOR: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- INDEPENDENT SECTOR (EIN 52-1081024)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-15
- IRS object ID
- 201221369349301597
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T09:33:15-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9737 WASHINGTONIAN BLVD 400 | AddressLine1 |
| City | GAITHERSBURG | City |
| State | MD | State |
| ZIP Code | 208787340 | 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 | 521081024 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT SECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INDE | NameControl |
| Phone | 2024676100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1602 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 | DIANA AVIV | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 2024676100 | Phone |
| Date Signed | 2012-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM E TURCO CPA | Name |
| PTIN | P00369217 | PTIN |
| Phone | 3012963600 | 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 | DIANA AVIV | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1602 L STREET NW NO 900 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11995490 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.INDEPENDENTSECTOR.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1980 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | LEADING, STRENGTHENING, AND MOBILIZING THE NONPROFIT AND PHILANTHROPIC COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 61 | TotalNbrEmployees |
| Total Nbr Volunteers | 275 | TotalNbrVolunteers |
| Total Gross UBI | 1437 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -60708 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7867471 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9692796 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 412769 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 528606 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 96812 | InvestmentIncomePriorYear |
| Investment Income Current Year | 172597 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 83951 | OtherRevenuePriorYear |
| Other Revenue Current Year | 87097 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8461003 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10481096 | 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 | 4321957 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4217832 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 624146 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3270750 | OtherExpensePriorYear |
| Other Expenses Current Year | 3692965 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7592707 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7910797 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 868296 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2570299 | RevenuesLessExpensesCY |
| Total Assets BOY | 46508429 | TotalAssetsBOY |
| Total Assets EOY | 49035455 | TotalAssetsEOY |
| Total Liabilities BOY | 23747394 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 23804083 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 22761035 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 25231372 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO ADVANCE THE COMMON GOOD BY LEADING, STRENGTHENING, AND MOBILIZING THE NONPROFIT AND PHILANTHROPIC COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1800708 | Expense |
| Description | PUBLIC POLICY:INDEPENDENT SECTOR (IS) PROVIDES LEADERSHIP FOR AND COLLABORATES WITH OUR MEMBERS TO COMMUNICATE TO LAWMAKERS THE VALUE OF THE NONPROFIT COMMUNITY AND TO ADVOCATE FOR FEDERAL POLICIES AND REGULATIONS THAT ADVANCE THE ABILITY OF CHARITABLE ORGANIZATIONS TO SERVE THEIR COMMUNITIES. KEY ACHIEVEMENTS IN 2011 INCLUDED REPEAL OF NEW FORM 1099 REPORTING REQUIREMENTS ENACTED AS PART OF THE PATIENT PROTECTION AND AFFORDABLE CARE ACT, EXTENSION OF HIRING INCENTIVES TO NONPROFIT EMPLOYERS IN THE AMERICAN JOBS ACT AND THE HIRING HEROES ACT, AND REMOVAL OF A CAP ON THE CHARITABLE DEDUCTION FROM THE SENATE VERSION OF THE AMERICAN JOBS ACT. INDEPENDENT SECTOR CONTINUED TO ADVOCATE FOR TAX INCENTIVES THAT ENCOURAGE ALL AMERICANS TO CONTRIBUTE TO CHARITY AND SUCCEEDED IN STAVING OFF EFFORTS TO CURTAIL TAX DEDUCTIONS FOR CHARITABLE GIFTS AVAILABLE TO TAXPAYERS AT HIGHER INCOME LEVELS. IS HAS BEEN COMMITTED TO ADVANCING THE ABILITY OF NONPROFITS TO ENGAGE IN ADVOCACY EFFORTS ON BEHALF OF THE COMMUNITIES AND CAUSES THEY SERVE, AND TO REMOVING OBSTACLES THAT INHIBIT FUNDERS FROM SUPPORTING THOSE EFFORTS. IN 2011, IS CONVENED A SYMPOSIUM OF PRACTITIONERS AND LEGAL EXPERTS FOR AN IN-DEPTH EXAMINATION OF THESE ISSUES IN ORDER TO GUIDE THE ORGANIZATION'S FUTURE EFFORTS TO IDENTIFY AND REMOVE THESE BARRIERS. IS USED A VARIETY OF VEHICLES TO CONNECT AND MOBILIZE OUR MEMBERS ON THESE ISSUES, INCLUDING THE PUBLIC POLICY ACTION INSTITUTE AT THE ANNUAL CONFERENCE, OUR DAILY EMAIL HIGHLIGHTING KEY POLICY DEVELOPMENTS; MONTHLY STRATEGY MEETINGS WITH NONPROFIT COMMUNITY POLICY LEADERS; MONTHLY LEGISLATIVE UPDATES BY TELECONFERENCE; SPECIAL CALLS, EMAIL COMMUNICATIONS AND SOCIAL MEDIA AS NEEDED; AND THE POLICY SECTION OF OUR WEBSITE. THROUGH THESE AND OTHER EFFORTS, IS STRENGTHENS THE ABILITY OF PUBLIC CHARITIES AND PRIVATE FOUNDATIONS TO SHAPE KEY PUBLIC POLICIES AND TO STRENGTHEN THE PARTNERSHIP BETWEEN GOVERNMENT AND THE NONPROFIT COMMUNITY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1304569 | Expense |
| Revenue | 524995 | Revenue |
| Description | ANNUAL CONFERENCE:THE IS ANNUAL CONFERENCE PROVIDES THE PREMIER MEETING GROUND FOR LEADERS FROM ACROSS THE NONPROFIT COMMUNITY, BRINGING TOGETHER LEADERS FROM NONPROFITS, FOUNDATIONS, CORPORATE GIVING PROGRAMS, AND ACADEMIA TO SHARE THEIR EXPERIENCES AND EXPERTISE AND DEVELOP STRATEGIES TO ADDRESS THE CRITICAL ISSUES FACING OUR NATION AND THE WORLD. IN OCTOBER 2011, OVER 1000 PEOPLE (INCLUDING 116 ON SCHOLARSHIP) ATTENDED OUR ANNUAL CONFERENCE FEATURING INTERACTIVE SESSIONS INFUSED WITH THE ARTS. ABOUT 165 PARTICIPATED IN OUR PUBLIC POLICY ACTION INSTITUTE - A 12% INCREASE FROM 2010 - AND 165 IN NGEN PROGRAMMING (FOR NONPROFIT PROFESSIONALS UNDER 40). THE EXPERTISE AND VIBRANCY OF ALL OUR PARTICIPANTS PRODUCED A WORLD-CLASS EXCHANGE OF IDEAS. THE MEETING FEATURED NUMEROUS SESSIONS AND INNOVATIVE FORMATS THAT HELPED PARTICIPANTS EXAMINE HOW TO BUILD LASTING SOLUTIONS TO CURRENT CONDITIONS AND CREATE BRIGHTER FUTURES FOR ORGANIZATIONS AND THE PEOPLE THEY SERVE. IN ADDITION, THE CONFERENCE AGAIN INCLUDED SPECIAL SESSIONS TARGETED AT CEOS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1187621 | Expense |
| Description | LEADERSHIP FOR THE FUTURE;BUILDING UPON OUR STRATEGIC PLANNING PROCESS, THROUGH WHICH IS IDENTIFIED AND EXAMINED MAJOR TRENDS, CHALLENGES, AND OPPORTUNITIES FACING THE NONPROFIT AND PHILANTHROPIC COMMUNITY OVER THE NEXT 10 YEARS, AND FRAMED A THREE-YEAR ORGANIZATIONAL PLAN GROUNDED IN THOSE FINDINGS, IS ENTERED THE FIRST YEAR OF PLAN EXECUTION COMMITTED TO A CLEARLY ARTICULATED VISION FOR IS'S LEADERSHIP OF OUR COMMUNITY, AS WELL AS RELATED STRATEGIES FOR ADVANCING SUCH SOLUTIONS-ORIENTED LEADERSHIP. FOR THE STRATEGIC PLAN PERIOD (2011-13), IS HAS TARGETED THREE PRIMARY AREAS OF FOCUS: VOICE, LEADERSHIP AND IMPACT, AS DESCRIBED BELOW:VOICE: IS WILL FOCUS ON INCREASING THE SECTOR'S PROFILE AND PRODUCTIVE RELATIONSHIPS WITH GOVERNMENT AND BUSINESS, WHICH REQUIRES DEEPENING OUR CONNECTIONS AND IMPACT IN WASHINGTON, DC; LEADERSHIP: IS WILL SEEK TO DEVELOP THE SECTOR'S ADAPTIVE LEADERSHIP CAPACITY AND STRENGTHEN DIVERSE LEADERSHIP PIPELINES TO SUPPORT LEADERS AT EVERY AGE AND CAREER STAGE; AND IMPACT: IS WILL FOCUS ON MEASURING AND COMMUNICATING IMPACT IN WAYS THAT FOSTER COLLABORATION, INCLUDING ESTABLISHING A COMMON FRAMEWORK FOR ORGANIZATIONAL ASSESSMENT AND EFFECTIVENESS.DURING 2011, THE STRATEGY DEPARTMENT CONTINUED TO SUPPORT BOTH THE BOARD OF DIRECTORS' STRATEGIC LEADERSHIP AND OVERSIGHT OF THE ORGANIZATION, IS'S OVERALL EFFORTS TO EXECUTE ON THE PLAN AND TO MONITOR PERFORMANCE THEREUNDER, AND TO PROVIDE RESEARCH AND ANALYSIS OF SECTOR-RELATED ISSUES AND TRENDS. ONE SIGNIFICANT UNDERTAKING OF IS AND THE STRATEGY DEPARTMENT BEGINNING IN 2011 WAS STUDYING THE ABILITY OF NONPROFITS AND FOUNDATIONS TO ADVOCATE SUCCESSFULLY ON FEDERAL PUBLIC POLICY ISSUES THAT GOVERN THE CHARITABLE AND PHILANTHROPIC COMMUNITY. THE STUDY SPECIFICALLY EXAMINES NATIONAL ORGANIZATIONS AND THEIR EFFORTS RELATED TO POLICY ISSUES THAT AFFECT THE SECTOR AS A WHOLE, SUCH AS: CHARITABLE TAX EXEMPTIONS, ADVOCACY RULES FOR NONPROFITS AND FOUNDATIONS, AND GOVERNMENT-FUNDED RESEARCH ON THE SECTOR. THE FINDINGS WILL BE USED TO INFORM FUTURE ADVOCACY EFFORTS. | Description |
Activity Other ActivityOther (3 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 1026155 | 3611 | NONPROFIT AND PHILANTHROPIC LEADERSHIP AND PRACTICE:INDEPENDENT SECTOR HAS CONTINUED OUR LEADERSHIP IN HELPING OUR MEMBERS AND OTHER NONPROFITS AND FOUNDATIONS OPERATE ETHICALLY AND EFFECTIVELY. TO STRENGTHEN PUBLIC CONFIDENCE IN THE SECTOR, WE LAUNCHED AN ONLINE RESOURCE CENTER FOR GOOD GOVERNANCE AND ETHICAL PRACTICE WITH MORE THAN 200 TOOLS AND BEST PRACTICES TO SUPPORT ORGANIZATIONS IN APPLYING HIGH STANDARDS OF ACCOUNTABILITY. WE ALSO FOCUSED OUR WORK ON ELEVATING IMPACT IN THE SECTOR BY LAUNCHING "CHARTING IMPACT" WITH BBB WISE GIVING ALLIANCE AND GUIDESTAR USA. THIS INITIATIVE HELPS NONPROFITS AND FOUNDATIONS DEFINE THEIR IMPACT AND MORE CLEARLY ARTICULATE HOW THEIR PROGRAMS SERVE SOCIETY THOUGH A COMMON FORMAT OF FIVE QUESTIONS. THE CHARTING IMPACT WEBSITE HELPS ORGANIZATIONS COMPLETE AND PUBLISH THEIR OWN CHARTING IMPACT REPORTS. THIS YEAR WE ALSO CONTINUED OUR ONGOING COMMITMENT TO SUPPORTING LEADERSHIP IN THE SECTOR THROUGH OUR NGEN: MOVING NONPROFIT LEADERS FROM NEXT TO NOW PROGRAM. AS PART OF THAT COMMITMENT, INDEPENDENT SECTOR HELPED TO CONVENE A MAJOR COLLABORATIVE EFFORT TO TRANSFORM INVESTMENTS IN HUMAN CAPITAL AND LEADERSHIP DEVELOPMENT. THE "INITIATIVE FOR NONPROFIT TALENT AND LEADERSHIP" IS A CROSS-SECTOR ALLIANCE THAT AIMS TO ELEVATE ATTENTION TO LEADERSHIP AS A SECTOR PRIORITY THROUGH WORK CONTINUING IN 2012. |
| 836849 | MEMBERSHIP:THE IS MEMBERSHIP IS A LEADERSHIP NETWORK OF APPROXIMATELY 600 ORGANIZATIONS REPRESENTING A CROSS SECTION OF THE NONPROFIT AND PHILANTHROPIC COMMUNITY INCLUDING LOCAL, REGIONAL AND NATIONAL NONPROFITS, CORPORATE GIVING PROGRAMS, AND FOUNDATIONS, WE DRAW ON OUR MEMBERSHIP TO INFORM POLICY POSITIONS AND AMPLIFY THE VOICE OF THE NONPROFIT COMMUNITY TO THE ADMINISTRATION AND LEGISLATORS, TO BUILD NONPROFIT MANAGEMENT PRACTICE TOOLS AND TECHNIQUES AND TO PROMOTE GOOD GOVERNANCE STANDARDS. MEMBERS ARE ENGAGED THROUGH COMMITTEES, ROUNDTABLES, AND AT OUR ANNUAL CONFERENCE WHERE THEY BRING THEIR THOUGHT LEADERSHIP AND ADVANCE PRACTICE EXPERTISE. WE ACCOMPLISH OUR WORK THROUGH AND WITH OUR MEMBERSHIP. | |
| 637999 | COMMUNICATIONS:WE UTILIZE A VARIETY OF STRATEGIES AND METHODS TO INCREASE AWARENESS AND UNDERSTANDING OF THE VALUE OF THE NONPROFIT COMMUNITY TO THE MEDIA, ELECTED OFFICIALS, THE PUBLIC, AND STAFF AT NONPROFITS AND FOUNDATIONS. COVERAGE OF IS HAS APPEARED IN PUBLICATIONS RANGING FROM NATIONAL OUTLETS SUCH AS CBS NEWS, NPR, THE NEW YORK TIMES, THE WALL STREET JOURNAL, THE WASHINGTON POST AND HUFFINGTON POST, TO TRADE PUBLICATIONS SUCH AS THE CHRONICLE OF PHILANTHROPY, THE NONPROFIT TIMES, AND TAX ANALYSTS. MEDIA REPRESENTATIVES CONTACTED IS FREQUENTLY DURING THE YEAR FOR EXPERTISE ON GIVING, VOLUNTEERING, ETHICS AND ACCOUNTABILITY AND PUBLIC POLICIES AFFECTING THE NONPROFIT COMMUNITY, SUCH AS THE CHARITABLE DEDUCTION, JOBS PROGRAMS, AND TAX EXEMPTIONS.IS CONTINUES TO IMPROVE OUTREACH TO OUR MEMBERS AND OTHER PARTS OF THE NONPROFIT AND PHILANTHROPIC COMMUNITY AND OUR CEO WAS FEATURED AT NEARLY 20 HIGH-VISIBILITY SPEAKING ENGAGEMENTS IN 2011. WE ARE CONTINUALLY UPGRADING THE USER EXPERIENCE ON OUR WEBSITE AND ACCESSIBILITY OF EXISTING MATERIALS, INTERACTIVE FEATURES AND A ROBUST SUB-SITE FOR OUR PRINCIPLES OF GOOD GOVERNANCE AND ETHICAL PRACTICE. WE CREATE TOOLKITS, TALKING POINTS AND ONLINE MAPS THAT HELP OUR MEMBERS COMMUNICATE THEIR OWN VALUE. TOGETHER WITH GUIDESTAR AND BBB WISE GIVING ALLIANCE WE LAUNCHED CHARTINGIMPACT.ORG AS A COMMON PRESENTATION THAT ALLOWS STAFF, BOARDS, STAKEHOLDERS, DONORS, VOLUNTEERS, AND OTHERS TO WORK WITH AND LEARN FROM EACH OTHER. IT COMPLEMENTS PLANNING, EVALUATION, AND ASSESSMENT THAT ORGANIZATIONS ALREADY UNDERTAKE, AND CAN BE USED BY NONPROFITS AND FOUNDATIONS OF ALL SIZES AND MISSIONS. WE CONTINUE TO EXPAND AND REFINE OUR SOCIAL MEDIA STRATEGY THROUGH FACEBOOK AND TWITTER TO BETTER ENGAGE WITH OUR MEMBERS AND COMMUNICATE THE VALUE OF THE SECTOR. WE PUBLISH DAILY POLICY AND MEDIA DIGESTS AND EMAIL TO NEARLY 1,000 SUBSCRIBERS AT MEMBER ORGANIZATIONS, SEND TIMELY ALERTS ON KEY POLICY ISSUES, AND PRODUCE A MONTHLY MEMBER NEWSLETTER, IS CONNECTS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2501003 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 3611 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 6793901 | 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 | 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 | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 1 | 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 | 17 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 61 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | 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 | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERRI O'BRIEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2024676100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1602 L STREET NW NO 900 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| STEPHEN B HEINTZ | ||||||||
| CHAIR | 5.00 | X | X | 0 | 0 | 0 | ||
| RALPH B EVERETT | ||||||||
| VICE CHAIR | 5.00 | X | X | 0 | 0 | 0 | ||
| KELVIN H TAKETA | ||||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 | ||
| LORIE A SLUTSKY | ||||||||
| SECRETARY | 5.00 | X | X | 0 | 0 | 0 | ||
| IRENE HIRANO INOUYE | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| ELLEN S ALBERDING | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| BARBARA R ARNWINE | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| SUSAN V BERRESFORD | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| ROBERT W BRIGGS | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| KYLE CALDWELL | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| BRIAN A GALLAGHER | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| STEVEN J MCCORMICK | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| RISA LAVIZZO-MOUREY | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| BERNARD J MILANO | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| NEIL NICOLL | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| MARIAM C NOLAND | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| MICHAEL S PIRAINO | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| WENDY D PURIEFOY | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| REY RAMSEY | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| PAUL SCHMITZ | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| REV LARRY SNYDER | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| ROBERTO SURO | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| RICHARD B WILLIAMS | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| GARY YATES | ||||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 | ||
| LUZ A VEGA-MARQUIS | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| RUTH WOODEN | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| DIANA AVIV | ||||||||
| PRESIDENT & CEO | 60.00 | X | 456571 | 0 | 40886 | |||
| TERRI O'BRIEN | ||||||||
| SENIOR VP, FINANCE & CFO | 50.00 | X | 169472 | 0 | 6939 | |||
| CLAIRE WELLINGTON | ||||||||
| VP, STRATEY AND EXECUTIVE OFFICE | 50.00 | 159882 | 0 | 28004 | X | |||
| LOIS FU | ||||||||
| VP, PUBLIC POLICY | 50.00 | 140235 | 0 | 50 | X | |||
| MIKAELA SELIGMAN | ||||||||
| VP, NPLP | 50.00 | 135251 | 0 | 12830 | X | |||
| LORRAINE SNEBOLD | ||||||||
| VP, COMMUNICATIONS & MARKETING | 50.00 | 134863 | 0 | 11391 | X | |||
| GEOFFREY C PLAGUE | ||||||||
| DIRECTOR, GOVERNMENT RELATIONS | 45.00 | 123072 | 0 | 5884 | X | |||
| ERICA GREELEY | ||||||||
| DIRECTOR, STRATEGIC INITIATIVES | 45.00 | 112845 | 0 | 17069 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1432191 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 123053 | TotalOtherCompensation |
| Number Individuals GT100 K | 11 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| FAIRMONT HOTEL CHICAGO | |||||
| 200 NORTH COLUMBUS DRIVE | CHICAGO | IL | 60601 | MEETING SERVICES | 291215 |
| OFFICE IT SOLUTIONS | |||||
| 3509 CONNECTICUT AVE NW 705 | WASHINGTON | DC | 20008 | TECHNOLOGY SERVICES | 282589 |
| WASHINGTON COUNCIL | |||||
| 1150 17TH STREET NW 601 | WASHINGTON | DC | 200365339 | LEGISLATIVE ASSISTANCE | 210000 |
| K3 CONSTRUCTION GROUP | |||||
| 11307 SUNSET HILLS ROAD | RESTON | VA | 20190 | CONSTRUCTION SERVICES | 179899 |
| O'KEEFE COMMUNICATIONS INC | |||||
| 4310 CONNECTICUT AVE NW 200 | WASHINGTON | DC | 20008 | PRODUCTION SERVICES | 150188 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Membership Dues | 3058834 | MembershipDues |
| All Other Contributions | 6633962 | AllOtherContributions |
| Total Contributions | 9692796 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONFERENCE FEES | 900004 | 524995 | 524995 |
| PUBLICATION SALES | 900099 | 3611 | 3611 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 528606 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 172597 | TotalRevenueColumn |
| Exclusion | $172,597 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1458547 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1514394 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -55847 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -55847 | TotalRevenueColumn |
| Unrelated Business Revenue | -39955 | UnrelatedBusinessRevenue |
| Exclusion | -$15,892 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| SUBLEASE INCOME | 900099 | 101552 | $101,552 | |
| PARKING SERVICES | 812930 | 41392 | 41392 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 142944 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10481096 | TotalRevenueColumn |
| Related Or Exempt Function Income | 528606 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1437 | UnrelatedBusinessRevenue |
| Exclusion | $258,257 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 852382 | Total |
| Program Services | 553327 | ProgramServices |
| Management And General | 220030 | ManagementAndGeneral |
| Fundraising | 79025 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2829773 | Total |
| Program Services | 1825908 | ProgramServices |
| Management And General | 735235 | ManagementAndGeneral |
| Fundraising | 268630 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83004 | Total |
| Program Services | 64620 | ProgramServices |
| Management And General | 16790 | ManagementAndGeneral |
| Fundraising | 1594 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 214874 | Total |
| Program Services | 124257 | ProgramServices |
| Management And General | 62042 | ManagementAndGeneral |
| Fundraising | 28575 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 237799 | Total |
| Program Services | 153440 | ProgramServices |
| Management And General | 61785 | ManagementAndGeneral |
| Fundraising | 22574 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17282 | Total |
| Management And General | 17282 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42996 | Total |
| Management And General | 42996 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1251846 | Total |
| Program Services | 947316 | ProgramServices |
| Management And General | 295866 | ManagementAndGeneral |
| Fundraising | 8664 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28536 | Total |
| Program Services | 14268 | ProgramServices |
| Management And General | 14268 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 271938 | Total |
| Program Services | 175664 | ProgramServices |
| Management And General | 93242 | ManagementAndGeneral |
| Fundraising | 3032 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54958 | Total |
| Program Services | 27479 | ProgramServices |
| Management And General | 27479 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1050150 | Total |
| Program Services | 693813 | ProgramServices |
| Management And General | 278365 | ManagementAndGeneral |
| Fundraising | 77972 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96120 | Total |
| Program Services | 91930 | ProgramServices |
| Management And General | 4114 | ManagementAndGeneral |
| Fundraising | 76 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 687632 | Total |
| Program Services | 669423 | ProgramServices |
| Management And General | 17659 | ManagementAndGeneral |
| Fundraising | 550 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2734 | Total |
| Management And General | 2734 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167492 | Total |
| Management And General | 167492 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21281 | Total |
| Management And General | 21281 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALLOCATED OVERHEAD | Description |
| Total | 0 | Total |
| Program Services | 1452456 | ProgramServices |
| Management And General | -1585910 | ManagementAndGeneral |
| Fundraising | 133454 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7910797 | Total |
| Program Services | 6793901 | ProgramServices |
| Management And General | 492750 | ManagementAndGeneral |
| Fundraising | 624146 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 333215 | BOY |
| EOY | 899483 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6088951 | BOY |
| EOY | 9836463 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2623314 | BOY |
| EOY | 3625508 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230128 | BOY |
| EOY | 62101 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42849 | BOY |
| EOY | 26607 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 35930405 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4016253 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32709450 | BOY |
| EOY | 31914152 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2957625 | BOY |
| EOY | 984358 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1522897 | BOY |
| EOY | 1686783 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46508429 | BOY |
| EOY | 49035455 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 473694 | BOY |
| EOY | 667311 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15000000 | BOY |
| EOY | 15000000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5700000 | BOY |
| EOY | 5700000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2300000 | BOY |
| EOY | 1950000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 273700 | BOY |
| EOY | 486772 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23747394 | BOY |
| EOY | 23804083 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18399744 | BOY |
| EOY | 19754265 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4361291 | BOY |
| EOY | 5477107 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22761035 | BOY |
| EOY | 25231372 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46508429 | BOY |
| EOY | 49035455 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2570299 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -99962 | 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 | 5649914 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8063257 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8015098 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7867471 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9946525 | CurrentTaxYear |
| Total | 39542265 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5649914 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8063257 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8015098 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7867471 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9946525 | CurrentTaxYear |
| Total | 39542265 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 8430355 | AmountsSubstContributorsTotal |
| Public Support Total170 | 31111910 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 833608 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 607335 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 257346 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 463840 | CurrentTaxYearMinus1Year |
| Current Tax Year | 172597 | CurrentTaxYear |
| Total | 2334726 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 120000 | CurrentTaxYearMinus1Year |
| Total | 120000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 41996991 | TotalSupport |
| Gross Receipts From Admissions Etc | 5130542 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.74080 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.74690 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 7688 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 43563 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 51251 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 9586277 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 9637528 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 631876 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 157969 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 604010 | CurrentYearMinus3 |
| Current Year Minus2 | 587869 | CurrentYearMinus2 |
| Current Year Minus1 | 465287 | CurrentYearMinus1 |
| Current Year | 631876 | CurrentYear |
| Total | 2289042 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,433,563 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 40314 | CurrentYearMinus3 |
| Current Year Minus2 | 185157 | CurrentYearMinus2 |
| Current Year Minus1 | 61464 | CurrentYearMinus1 |
| Current Year | 51251 | CurrentYear |
| Total | 338186 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 151003 | CurrentYearMinus3 |
| Current Year Minus2 | 146967 | CurrentYearMinus2 |
| Current Year Minus1 | 116322 | CurrentYearMinus1 |
| Current Year | 157969 | CurrentYear |
| Total | 572261 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $858,392 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 25032 | CurrentYearMinus3 |
| Current Year Minus2 | 36914 | CurrentYearMinus2 |
| Current Year Minus1 | 15366 | CurrentYearMinus1 |
| Current Year | 7688 | CurrentYear |
| Total | 85000 | Total |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5000000 | BeginningOfYearBalance |
| End Of Year Balance | 5000000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5000000 | BeginningOfYearBalance |
| End Of Year Balance | 5000000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5000000 | BeginningOfYearBalance |
| End Of Year Balance | 5000000 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5000000 | BeginningOfYearBalance |
| End Of Year Balance | 5000000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5391820 | OtherCostOrOtherBasis |
| Book Value | 5391820 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26728691 | OtherCostOrOtherBasis |
| Depreciation | 2617184 | Depreciation |
| Book Value | 24111507 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2407693 | OtherCostOrOtherBasis |
| Depreciation | 378387 | Depreciation |
| Book Value | 2029306 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1402201 | OtherCostOrOtherBasis |
| Depreciation | 1020682 | Depreciation |
| Book Value | 381519 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 31914152 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED COMPENSATION PLAN | $229,600 |
| DEFERRED RENT LIABILITY | $94,990 |
| DEPOSITS HELD IN ESCROW | $162,182 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 486772 | TotalOfAmounts |
| Total Revenue | 10481096 | TotalRevenue |
| Total Expenses | 7910797 | TotalExpenses |
| Excess Or Deficit For Year | 2570299 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -99962 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -99962 | TotalAdjustments |
| Excess Or Deficit Per FS | 2470337 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 12107865 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -99962 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 253729 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 153767 | RevenueNotRptdF990 |
| Revenue Subtotal | 11954098 | RevenueSubtotal |
| Other Revenues Not Included | -1473002 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -1473002 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 10481096 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9637528 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 253729 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 1473002 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1726731 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7910797 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7910797 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | BOARD DESIGNATED NET ASSETS REPRESENTS A PORTION OF UNRESTRICTED NET ASSETS DESIGNATED FOR THE $5,000,000 OF INVESTMENTS RESTRICTED AS COLLATERAL FOR THE $4,500,000 NOTE PAYABLE DUE JUNE 4, 2013. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, INDEPENDENT SECTOR IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. FOR THE YEAR ENDED DECEMBER 31, 2011, NO PROVISION FOR INCOME TAXES WAS REQUIRED, AS INDEPENDENT SECTOR HAD NO UNRELATED BUSINESS TAX LIABILITY. LLC IS A SINGLE MEMBER LIMITED LIABILITY COMPANY THAT HAS ELECTED TO BE TREATED AS A DISREGARDED ENTITY. AS SUCH, LLC IS NOT SUBJECT TO FEDERAL INCOME TAX, BUT RATHER, ITS INCOME OR LOSS INURES TO INDEPENDENT SECTOR. LLC IS SUBJECT TO THE DISTRICT OF COLUMBIA BUSINESS FRANCHISE TAX. THERE WAS NO TAX PROVISION NECESSARY TO BE ACCRUED AS OF DECEMBER 31, 2011. THE ORGANIZATION ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (FASB ASC TOPIC 740-10), WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, INDEPENDENT SECTOR MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED INDEPENDENT SECTOR'S TAX POSITIONS AND CONCLUDED THAT INDEPENDENT SECTOR HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2008. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED ON LINE 6B -1,514,394. PARKING SERVICE REVENUE REPORTED ON LINE 11 41,392. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES REPORTED ON LINE 6B 1,514,394. PARKING SERVICE REVENUE REPORTED ON LINE 11 -41,392. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DIANA AVIV | |||||||||||||
| 440071 | 0 | 0 | 0 | 16500 | 0 | 24500 | 0 | 16386 | 0 | 497457 | 0 | 0 | 0 |
| TERRI O'BRIEN | |||||||||||||
| 169472 | 0 | 0 | 0 | 0 | 0 | 6341 | 0 | 1346 | 0 | 177159 | 0 | 0 | 0 |
| CLAIRE WELLINGTON | |||||||||||||
| 159882 | 0 | 0 | 0 | 0 | 0 | 16030 | 0 | 12706 | 0 | 188618 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISTRICT OF COLUMBIA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 566001131 | IssuerEIN |
| Date Issued | 2010-06-01 | DateIssued |
| Issue Price | 15000000 | IssuePrice |
| Description Of Purpose | TO REFINANCE PURCHASE OF HEADQUARTERS BUILDING | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 15000000 | AmountRetired |
| Total Proceeds | 15000000 | TotalProceeds |
| Capital Expenditures | 15000000 | CapitalExpenditures |
| Year Of Subst Completion | 2008 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 1 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 1 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | IS HAS MEMBERS THAT HELP SUPPORT THE MISSION OF THE ORGANIZATION. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THERE IS ONLY ONE CLASS OF VOTING MEMBERS AND THEY HAVE THE AUTHORITY TO APPROVE CHANGES IN THE ARTICLES OF INCORPORATION AND BY-LAWS, MEMBERSHIP DUES AND/OR DUES ASSESSMENT METHODOLOGY, MEMBERSHIP ELIGIBILITY CRITERIA, ELECT DIRECTORS OF THE ORGANIZATION OTHER THAN THE PRESIDENT, AFFIRM MAJOR POLICIES AND LEGISLATIVE ACTIONS BY THE BOARD, AS APPROPRIATE, AND ADOPT RESOLUTIONS ON NATIONAL ISSUES OF CONCERNS TO THE MEMBERSHIP, AS APPROPRIATE. | |
| FORM 990, PART VI, SECTION B, LINE 11 | PRIOR TO FILING, THE FORM 990 IS PRESENTED TO INDEPENDENT SECTOR'S AUDIT COMMITTEE FOR REVIEW. THE CHIEF FINANCIAL OFFICER ALSO REVIEWS THE FORM 990, IN DETAIL, WITH THE PRESIDENT AND CHIEF EXECUTIVE OFFICER PRIOR TO OBTAINING THE CEO'S SIGNATURE ON THE DOCUMENT. THE FORM 990 IS ALSO PRESENTED TO THE FULL BOARD OF DIRECTORS FOR REVIEW IN ADVANCE OF FILING. IT IS DISTRIBUTED IN ADVANCE OF THE BOARD MEETING IN ORDER TO ENSURE THAT DIRECTORS HAVE AN OPPORTUNITY FOR A MEANINGFUL REVIEW AND TO ALLOW ALL DIRECTORS THE OPPORTUNITY TO GAIN A FULL UNDERSTANDING OF THE DOCUMENT BEFORE IT IS FILED. INDEPENDENT SECTOR'S AUDITORS PARTICIPATE IN THE BOARD MEETING IN ORDER TO RESPOND TO ANY QUESTIONS THAT DIRECTORS MAY HAVE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR, BOARD MEMBERS ARE ASKED TO REVIEW INDEPENDENT SECTOR'S CONFLICT OF INTEREST POLICY AND TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. AMONG OTHER THINGS, THE POLICY MAKES CLEAR THAT ALL DECISIONS OF THE BOARD, OFFICERS AND EMPLOYEES OF INDEPENDENT SECTOR ARE TO BE MADE SOLELY ON THE BASIS OF A DESIRE TO PROMOTE THE BEST INTERESTS OF THE ORGANIZATION AND THE PUBLIC GOOD. THE DISCLOSURE STATEMENT, IN TURN, REQUESTS THAT DIRECTORS IDENTIFY, TO THE BEST OF THEIR KNOWLEDGE, AFFILIATIONS WITH ORGANIZATIONS THAT MAYBE POTENTIALLY RELATED TO THE FINANCIAL OR OTHER SUBSTANTIVE OPERATIONS OF INDEPENDENT SECTOR. THEY ARE ALSO ASKED TO IDENTIFY CIRCUMSTANCES INVOLVING EITHER THEMSELVES, OR A MEMBER OF THEIR EXTENDED FAMILY, THAT MAYBE CONSTRUED AS A CONFLICT OF INTEREST. IF SUCH CIRCUMSTANCE SHOULD ARISE SUBSEQUENT TO SUBMITTING THE DISCLOSURE STATEMENT, THE POLICY SETS FORTH AN ONGOING DISCLOSURE REQUIREMENT. AT THE STAFF LEVEL, INDEPENDENT SECTOR PERSONNEL ALSO ENSURE THAT THERE ARE NO CONFLICTS OF INTEREST WHEN CONSIDERING ENGAGEMENT OF A NEW VENDOR. IF A POTENTIAL CONFLICT IS IDENTIFIED, APPROPRIATE STEPS ARE TAKEN BOTH TO ASSESS THE NATURE OF THE POTENTIAL CONFLICT AND, SUBSEQUENTLY, TO ENSURE THAT THE POSSIBILITY OF AN ACTUAL CONFLICT IS MITIGATED. SUCH MITIGATION MAY BE ACHIEVED THROUGH THE RECUSAL OR FIREWALLING OF THE INDIVIDUAL IN QUESTION, THUS ENSURING THAT THE CONFLICT IS MANAGED AND THE LETTER AND SPIRIT OF THE CONFLICTS POLICY ARE UPHELD. IN ADDITION, WE NOTE THAT DURING THE ANNUAL AUDIT STAFF IDENTIFY AND DISCLOSE TO AUDITORS ALL KNOWN CONFLICTS OF INTEREST. | |
| FORM 990, PART VI, SECTION B, LINE 15 | APART FROM THE ORGANIZATION'S PRESIDENT AND CHIEF EXECUTIVE OFFICER, INDEPENDENT SECTOR'S OFFICERS (CHAIR, VICE CHAIR, SECRETARY, AND TREASURER) DO NOT RECEIVE COMPENSATION FROM THE ORGANIZATION. AN ANNUAL COMPENSATION REVIEW PROCESS FOR THE CEO TAKES PLACE UNDER THE LEADERSHIP OF THE BOARD CHAIR AND EXECUTIVE COMMITIEE. AN OUTSIDE CONSULTANT IS RETAINED OR SALARY SURVEYS AND 990S ARE REVIEWED TO PROVIDE INDUSTRY COMPARABLE SALARY DATA. AN INTERMEDIATE SANCTIONS ANALYSIS AND RELATED DOCUMENTATION ARE ALSO COMPLETED. THE EXECUTIVE COMMITIEE HAS RESPONSIBILITY FOR MAKING FINAL RECOMMENDATIONS TO THE FULL BOARD OF DIRECTORS REGARDING THE PRESIDENTS PERFORMANCE EVALUATION AND COMPENSATION. THE BOARD OF DIRECTORS MAKES A FINAL DETERMINATION WITH REGARD TO THESE MATTERS. WITH REGARD TO STAFF COMPENSATION, THE PRESIDENT AND CEO, VICE PRESIDENTS, AND APPROPRIATE STAFF MANAGERS ALSO COMPLETE ANNUAL PERFORMANCE EVALUATIONS. FOR ALL STAFF OTHER THAN THE PRESIDENT AND CEO, IS UTILIZES INDUSTRY-COMPARABLE DATA IN MAKING DETERMINATIONS REGARDING THE RANGE OF SALARIES. THE PRESIDENT AND CEO MAKES ALL FINAL DETERMINATIONS RELATIVE TO STAFF COMPENSATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | INDEPENDENT SECTOR'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC. THE ANNUAL AUDIT, 990 AND 990T, BOARD OF DIRECTORS LIST, AND IS POLICIES (CONFLICT OF INTEREST, FINANCIAL RESPONSIBILITY, GIFTS AND ENTERTAINMENT, RECORDS RETENTION AND TRAVEL) ARE ALL AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE (WWW.INDEPENDENTSECTOR.ORG). | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -99,962. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PAGE 6, PART VI, LINE 1 AND PAGE 7, PART VII | THE NUMBER OF VOTING MEMBERS SHOWN IN PART VI SECTION A LINE 1 DIFFERS FROM THE NUMBER OF DIRECTORS LISTED IN PART VII BECAUSE BOARD MEMBERS ARE INCLUDED IN PART VII IF THEY SERVED ON THE BOARD AT ANY TIME DURING 2011. INDEPENDENT SECTOR'S BOARD TERM BEGINS AT THE ANNUAL BUSINESS MEETING HELD DURING THE IS ANNUAL CONFERENCE IN THE FALL. | THE NUMBER OF VOTING MEMBERS OF THE BOARD OF DIRECTORS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1620 IS LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1602 L STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 543219877 | EIN |
| Primary Activities | BUILDING MANAGEMENT | PrimaryActivities |
| Legal Domicile State | DC | LegalDomicileState |
| Total Income | 2558548 | TotalIncome |
| EOY Assets | 36870875 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT SECTOR | BusinessNameLine1 |
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