INTEREXCHANGE INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- INTEREXCHANGE INC (EIN 13-3449415)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-09
- IRS object ID
- 201233149349300418
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-09T08:59:56-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221478099 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 6TH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | 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 | 133449415 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTEREXCHANGE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INTE | NameControl |
| Phone | 2129240446 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 SIXTH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10013 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTINE LA MONICA-LUNN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2129240446 | Phone |
| Date Signed | 2012-11-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS LANNING | Name |
| PTIN | P00851654 | PTIN |
| Phone | 2122970400 | 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 | CHRISTINE LA MONICA-LUNN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 SIXTH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10013 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14689173 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.INTEREXCHANGE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | INTEREXCHANGE IS DEDICATED TO PROMOTING CULTURAL AWARENESS AND INTERNATIONAL UNDERSTANDING THROUGH A WIDE RANGE OF WORK AND TRAVEL, CAMP, LANGUAGE, VOLUNTEER, PROFESSIONAL TRAINING, INTERNSHIP, AND AU PAIR PROGRAMS WITHIN THE UNITED STATES AND AROUND THE WORLD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 93 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9878374 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9081964 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 478116 | InvestmentIncomePriorYear |
| Investment Income Current Year | 513272 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 12790 | OtherRevenuePriorYear |
| Other Revenue Current Year | 522 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10369280 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9595758 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 66700 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 42055 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3450178 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3893700 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6465666 | OtherExpensePriorYear |
| Other Expenses Current Year | 6742448 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9982544 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10678203 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 386736 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1082445 | RevenuesLessExpensesCY |
| Total Assets BOY | 32502989 | TotalAssetsBOY |
| Total Assets EOY | 29932027 | TotalAssetsEOY |
| Total Liabilities BOY | 3529097 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2881050 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 28973892 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 27050977 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | INTEREXCHANGE IS DEDICATED TO PROMOTING CULTURAL AWARENESS AND INTERNATIONAL UNDERSTANDING THROUGH A WIDE RANGE OF WORK AND TRAVEL, CAMP, LANGUAGE, VOLUNTEER, PROFESSIONAL TRAINING, INTERNSHIP AND AU PAIR PROGRAMS WITHIN THE UNITED STATES AND AROUND THE WORLD. OUR GOAL IS TO CREATE AFFORDABLE AND EXCITING CULTURAL EXCHANGE PROGRAMS WITH AN UNPARALLELED LEVEL OF SUPPORT. WE TAKE GREAT PRIDE IN THE PROFESSIONALISM AND SERVICE OF OUR STAFF, MANY OF WHOM HAVE LIVED OR WORKED OVERSEAS. BECAUSE OF THIS GLOBAL PERSPECTIVE, WE ARE BETTER ABLE TO ENSURE A REWARDING AND ENRICHING EXPERIENCE FOR EVERYONE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3678304 | Expense |
| Revenue | 3953012 | Revenue |
| Description | AU PAIR USA - THE ORGANIZATION PLACED NEW PARTICIPANTS BETWEEN THE AGES OF 18-26 WITH AMERICAN HOST FAMILIES PROVIDING LIVE-IN CHILDCARE FOR THEIR CHILDREN. THE ORGANIZATION ALSO OVERSAW THE EXTENSION OF CURRENT AU PAIRS WITH HOST FAMILIES FOR AN ADDITIONAL 6, 9 OR 12 MONTHS AFTER SUCCESSFUL COMPLETION OF THEIR FIRST YEAR IN THE USA. IN ADDITION TO ADMINISTRATIVE SERVICES RENDERED, THE ORGANIZATION ALSO COMPLETES AN EXTENSIVE SELECTION AND EVALUATION PROCESS INCLUDING INTENSIVE PERSONAL INTERVIEWS WITH BOTH THE AU PAIRS AND HOST FAMILIES, PRE-DEPARTURE INFORMATION SESSIONS AND AN INTENSIVE FOUR-DAY ARRIVAL ORIENTATION INCLUDING CHILDCARE AND SAFETY TRAINING PROGRAMS, PLUS SUPERVISION AND A NATIONAL SUPPORT NETWORK OF LOCAL COORDINATORS. THIS PROGRAM OFFERS A UNIQUE OPPORTUNITY FOR CROSS-CULTURAL EXCHANGE. THE AU PAIRS ARE ABLE TO IMPROVE THEIR ENGLISH LANGUAGE SKILLS AND SEE THE UNITED STATES FROM AN IDEAL VANTAGE POINT, THE AMERICAN FAMILY. FOR HOST PARENTS AND THEIR CHILDREN IT CAN HAVE LONG-TERM BENEFITS THROUGH EXPOSURE TO ANOTHER CULTURE AND LANGUAGE. INTEREXCHANGE MAINTAINS STRATEGIC COOPERATION WITH RECRUITING AGENCIES IN COUNTRIES AROUND THE WORLD TO ENSURE A HIGH QUALITY AND DIVERSITY OF AU PAIR APPLICANTS. IN 2011, THE PROGRAM IMPLEMENTED MATCHING AND COMMUNICATION SOLUTIONS TO SIMPLIFY THE PROCESS BETWEEN HOST FAMILIES AND AU PAIRS YIELDING GREATER OPPORTUNITIES FOR IMPROVED CROSS-CULTURAL RELATIONSHIPS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2246443 | Expense |
| Revenue | 3845636 | Revenue |
| Description | WORK & TRAVEL USA - THE ORGANIZATION PROVIDED AND FACILITATE PLACEMENTS FOR INTERNATIONAL UNIVERSITY STUDENTS IN ENTRY-LEVEL SEASONAL AND TEMPORARY JOBS IN HOTELS, INNS, AMUSEMENT PARKS AND RESTAURANTS IN RESORT AREAS THROUGHOUT THE UNITED STATES. THE PLACEMENTS ALSO INCLUDED ACCOMMODATIONS FOR THE PARTICIPANTS. THE PROGRAM SERVICES INCLUDE A SELECTION PROCESS INCLUDING PERSONAL INTERVIEWS WITH ALL STUDENTS, PRE-DEPARTURE AS WELL AS ARRIVAL ORIENTATIONS, AND PROGRAM SUPPORT AND SUPERVISION. THROUGH THESE AND SUBSEQUENT OPTIONAL TRAVEL EXPERIENCES STUDENTS GET A CLOSER LOOK AT THE LIFE IN AMERICA AND IMPROVE THEIR ENGLISH LANGUAGE SKILLS. THEIR EXPERIENCES CAN LAST A LIFETIME AND HELP SHAPE THEIR FUTURE GOALS AND WORLD OUTLOOK. IN 2011, THE PROGRAM IMPLEMENTED NEW PROCESSES FOR COMPLIANCE WITH CHANGING REGULATIONS AND RESTRICTIONS WHICH REDUCED PROGRAM SIZE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 605657 | Expense |
| Revenue | 760116 | Revenue |
| Description | CAREER TRAINING AND INTERNS USA - THIS PRACTICAL TRAINING AND INTERN PROGRAM IS DESIGNED FOR YOUNG PROFESSIONALS, RECENT GRADUATES AND INTERNATIONAL UNIVERSITY STUDENTS WHO HAVE ALREADY CHOSEN THEIR CAREER PATH AND NOW REQUIRE PRACTICAL TRAINING IN THEIR FIELD FOR UP TO 18 MONTHS. THE ORGANIZATION FACILITATED THE PLACEMENT OF PARTICIPANTS IN TRAINING AND INTERN POSITIONS WITH LARGE CORPORATIONS, SMALL BUSINESSES, NON-PROFIT ORGANIZATIONS, UNIVERSITIES, RESORTS, HOTELS AND CULTURAL INSTITUTIONS IN A LARGE RANGE OF OCCUPATIONAL CATEGORIES. MANY PARTICIPANTS PREFER TO ARRANGE THEIR OWN PLACEMENTS THAT CAN COVER AN EVEN WIDER RANGE OF OCCUPATIONS. IN ADDITION TO PROGRAM ADMINISTRATION, THE PROGRAM SERVICES INCLUDE AN INTENSIVE APPLICATION AND REVIEW PROCESS, AND PROGRAM SUPPORT AND MONITORING. AS WITH OUR OTHER PROGRAMS, THIS PROGRAM PROVIDES PARTICIPANTS VALUABLE INTERCULTURAL EXPERIENCES. IN 2011, THE PROGRAM CONTINUED TO SEE GROWING INTEREST BY US EMPLOYERS IN HOSTING INTERNATIONAL TRAINEES AND INTERNS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 634449 | Expense |
| Grants | 42055 | Grants |
| Revenue | 523200 | Revenue |
| Description | CAMP USA - THIS CAMP COUNSELOR PROGRAM PLACED INTERNATIONAL CAMP COUNSELORS AND SUPPORT STAFF WITH A GENUINE INTEREST IN CHILDREN IN SUMMER CAMPS THROUGHOUT THE UNITED STATES TO SUPERVISE AND SUPPORT GROUPS OF AMERICAN YOUTH FOR AN 8 10 WEEK PERIOD. COUNSELORS ALSO EXPERIENCE THE LOCAL CULTURE AND THE BEAUTY OF AMERICAS GREAT OUTDOORS. THE PROGRAM SERVICES ALSO INCLUDE AN INTENSIVE SELECTION PROCESS INCLUDING PERSONAL INTERVIEWS WITH PARTICIPANTS, PRE-DEPARTURE AS WELL AS ARRIVAL ORIENTATIONS AND PROGRAM SUPPORT AND SUPERVISION. IN 2011, INTEREST IN THE PROGRAM FROM INTERNATIONAL COUNSELOR PARTICIPANTS AND AMERICAN SUMMER CAMPS REMAINED AT ENCOURAGING LEVELS.WORKING ABROAD - THE ORGANIZATION FACILITATED OPPORTUNITIES FOR YOUNG AMERICANS SEEKING INTERNATIONAL LIVE AND WORK EXPERIENCES IN STRUCTURED AND SUPPORTED EXCHANGE PROGRAMS. PLACEMENTS INCLUDED TEACHING ENGLISH IN SPAIN, FRANCE, GHANA AND CHINA; VOLUNTEER OPPORTUNITIES IN PERU, INDIA, GHANA AND COSTA RICA; AU PAIRING IN FRANCE, SPAIN, THE NETHERLANDS, AUSTRALIA AND NEW ZEALAND; AND WORKING AND TRAVELING IN AUSTRALIA AND NEW ZEALAND. ASIDE FROM THE ADMINISTRATIVE SERVICES PROVIDED, THE ORGANIZATION INCLUDED SELECTION AND ORIENTATION OF THE PARTICIPANTS AND ALSO POST-PROGRAM EVALUATIONS. IN 2011, THE TREND FOR PROGRAMS WITH HOMESTAY OPTIONS SUCH AS TEACHING ENGLISH AND AU PAIRING, AND PROGRAMS IN SPANISH-SPEAKING COUNTRIES REMAINED STRONG.FOUNDATION - THE ORGANIZATION PROVIDED GRANT OPPORTUNITIES FOR YOUNG AMERICANS WHO WISH TO HELP FURTHER CULTURAL AWARENESS THROUGH MEANINGFUL WORK AND LIFE EXPERIENTIAL PROGRAMS OUTSIDE THE USA. THE INTEREXCHANGE FOUNDATION OFFERS TWO GRANT OPTIONS; THE WORKING ABROAD GRANT AND CHRISTIANSON GRANT. EACH GRANT IS UNIQUE, BUT THE INTENTION OF BOTH GRANT AWARDS IS TO DEFRAY THE COSTS OF TRANSPORTATION, PARTICIPATION FEES, TRAVEL INSURANCE, HOUSING AND MEALS RELATED TO A WORK, INTERNSHIP, OR VOLUNTEER ABROAD PROGRAM. RECIPIENTS ARE SELECTED BASED ON INTENT WITH PREFERENCES TOWARD THOSE WITH LIMITED OR NO PREVIOUS INTERNATIONAL TRAVEL EXPERIENCE, AND THOSE GOING ON LONGER PROGRAMS. IN 2011, THE FOUNDATION RECEIVED 53 GRANT APPLICATIONS OUT OF WHICH 13 WERE AWARDED GRANTS. THE COUNTRIES WHERE OUR CHRISTIANSON GRANT RECIPIENTS WORKED WERE BOLIVIA, UGANDA, KENYA, INDIA (3), MEXICO AND SOUTH AFRICA. THE COUNTRIES WHERE OUR WORKING ABROAD GRANT RECIPIENTS WORKED WERE FRANCE (3), PERU (2) AND SPAIN. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 634449 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 42055 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 523200 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 7164853 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | 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 | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 107 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 93 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | GM | NameOfForeignCountry |
| 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 | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOPE CHECKLEY FINANCE DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2129240446 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 SIXTH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10013 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| UTA CHRISTIANSON | |||||||
| PRESIDENT | 21.00 | X | X | 11420 | 0 | 0 | |
| PAUL CHRISTIANSON | |||||||
| SECRETARY | 21.00 | X | X | 11420 | 0 | 0 | |
| BARBARA GILLIAM | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| WELF EBELING | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JANICE JENG | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MARIE MISSALEK | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| CHRISTINE LA MONICA-LUNN | |||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 190123 | 0 | 18746 | ||
| HOPE CHECKLEY | |||||||
| FINANCE DIRECTOR | 40.00 | X | 109001 | 0 | 25334 | ||
| MICHAEL MCHUGH | |||||||
| AP DIRECTOR | 40.00 | 117624 | 0 | 12033 | X | ||
| CASEY SLAMIN | |||||||
| WT DIRECTOR | 40.00 | 116712 | 0 | 8196 | X | ||
| NICOLE SANTOMASSO | |||||||
| IT DIRECTOR | 40.00 | 116469 | 0 | 14280 | X | ||
| RONALD HERNANDEZ | |||||||
| MARKETING DIRECTOR | 40.00 | 103350 | 0 | 10209 | X | ||
| LARRY ROTHCHILD | |||||||
| BUSINESS DEVELOPMENT DIRECTOR | 40.00 | 112862 | 0 | 8785 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 888981 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 97583 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 9081964 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9081964 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9081964 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 405842 | TotalRevenueColumn |
| Exclusion | $405,842 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5200845 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5093415 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 107430 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 107430 | TotalRevenueColumn |
| Exclusion | $107,430 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 522 | TotalRevenueColumn |
| Related Or Exempt Function Income | 522 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 522 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9595758 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9082486 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $513,272 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42055 | Total |
| Program Services | 42055 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 381516 | Total |
| Program Services | 182929 | ProgramServices |
| Management And General | 198587 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2910659 | Total |
| Program Services | 1653737 | ProgramServices |
| Management And General | 1256922 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173512 | Total |
| Management And General | 173512 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164324 | Total |
| Management And General | 164324 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 263689 | Total |
| Program Services | 156177 | ProgramServices |
| Management And General | 107512 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37186 | Total |
| Program Services | 33186 | ProgramServices |
| Management And General | 4000 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91813 | Total |
| Program Services | 22813 | ProgramServices |
| Management And General | 69000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10769 | Total |
| Management And General | 10769 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11155 | Total |
| Program Services | 5237 | ProgramServices |
| Management And General | 5918 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 256620 | Total |
| Program Services | 194739 | ProgramServices |
| Management And General | 61881 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1429058 | Total |
| Program Services | 1076229 | ProgramServices |
| Management And General | 352829 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 288524 | Total |
| Program Services | 180240 | ProgramServices |
| Management And General | 108284 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 529706 | Total |
| Program Services | 321 | ProgramServices |
| Management And General | 529385 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1101380 | Total |
| Program Services | 1101380 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 303428 | Total |
| Program Services | 274576 | ProgramServices |
| Management And General | 28852 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 231660 | Total |
| Management And General | 231660 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1169880 | Total |
| Program Services | 1049439 | ProgramServices |
| Management And General | 120441 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| LOCAL COORDINATOR FEES | 654268 | 654268 | |
| COOPERATIVE SERVICES | 386880 | 386880 | |
| BAD DEBT EXPENSE | 147809 | 147809 | |
| EQUIPMENT RENTAL & MAIN | 76963 | 76963 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15349 | Total |
| Program Services | 2838 | ProgramServices |
| Management And General | 12511 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10678203 | Total |
| Program Services | 7164853 | ProgramServices |
| Management And General | 3513350 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 332603 | BOY |
| EOY | 526653 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4757250 | BOY |
| EOY | 2253014 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 864525 | BOY |
| EOY | 1211059 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111718 | BOY |
| EOY | 103697 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1884655 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 878349 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1225195 | BOY |
| EOY | 1006306 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19116557 | BOY |
| EOY | 18183215 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6004834 | BOY |
| EOY | 6585361 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90307 | BOY |
| EOY | 62722 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32502989 | BOY |
| EOY | 29932027 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 897585 | BOY |
| EOY | 664713 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2395295 | BOY |
| EOY | 1954437 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 236217 | BOY |
| EOY | 261900 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3529097 | BOY |
| EOY | 2881050 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28973892 | BOY |
| EOY | 27050977 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28973892 | BOY |
| EOY | 27050977 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32502989 | BOY |
| EOY | 29932027 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1082445 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -840470 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12195035 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13054011 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9907947 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9878374 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9081964 | CurrentTaxYear |
| Total | 54117331 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12195035 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13054011 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9907947 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9878374 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9081964 | CurrentTaxYear |
| Total | 54117331 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 54117331 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 603965 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 627209 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 103935 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 417816 | CurrentTaxYearMinus1Year |
| Current Tax Year | 405842 | CurrentTaxYear |
| Total | 2158767 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 603965 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 627209 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 103935 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 417816 | CurrentTaxYearMinus1Year |
| Current Tax Year | 405842 | CurrentTaxYear |
| Total | 2158767 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6484 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1060 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5033 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12790 | CurrentTaxYearMinus1Year |
| Current Tax Year | 522 | CurrentTaxYear |
| Total | 25889 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12805484 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13682280 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10016915 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10308980 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9488328 | CurrentTaxYear |
| Total | 56301987 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.96120 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.95840 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03830 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.04080 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1016416 | OtherCostOrOtherBasis |
| Depreciation | 424212 | Depreciation |
| Book Value | 592204 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 868239 | OtherCostOrOtherBasis |
| Depreciation | 454137 | Depreciation |
| Book Value | 414102 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1006306 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| VARIABLE ANNUITIES | 5558362 | F |
| MANAGED FEATURES | 1026999 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 6585361 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED RENT | Description |
| Amount | $261,900 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 261900 | TotalOfAmounts |
| Total Revenue | 9595758 | TotalRevenue |
| Total Expenses | 10678203 | TotalExpenses |
| Excess Or Deficit For Year | -1082445 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -840470 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -840470 | TotalAdjustments |
| Excess Or Deficit Per FS | -1922915 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8755288 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -840470 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -840470 | RevenueNotRptdF990 |
| Revenue Subtotal | 9595758 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9595758 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10678203 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10678203 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 10678203 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE ORGANIZATION IS A NOT-FOR-PROFIT ENTITY WHICH HAS BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THERE ARE NO UNCERTAIN TAX POSITIONS AT THE DECEMBER 31, 2011. INFORMATION RETURNS PRIOR TO FISCAL YEAR 2008 ARE CLOSED. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| CHRISTIANSON GRANTS | 10 | 36055 |
| WORK ABROAD GRANTS | 4 | 6000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: CHRISTIANSON GRANT IS AWARDED TO INDIVIDUALS WHO HAVE ARRANGED THEIR OWN WORK ABROAD PROGRAMS. PROPOSED PROGRAMS MUST BE AT LEAST SIX MONTHS IN LENGTH AND EMPHASIZE A WORK OR VOLUNTEER COMPONENT FOR THE GREATER GOOD. GRANT AWARDS ARE MERIT BASED. GRANTS ARE DISBURSED TO AWARD RECIPIENTS IN TWO INSTALLMENTS. THE FIRST INSTALLMENT IS DISBURSED ONCE THE RECIPIENT'S ARRIVAL HAS BEEN CONFIRMED BY A SUPERVISOR. THE SECOND INSTALLMENT IS DISBURSED UPON RECEIPT OF A COMPLETION REPORT. WORK ABROAD GRANTS ARE AWARDED TO APPLICANTS WHO SHOW A HIGH LEVEL OF COMMITMENT TO THEIR CHOSEN WORKING ABROAD PROGRAM. PREFERENCE IS GIVEN TOWARD APPLICANTS WITH LIMITED OR NO PREVIOUS INTERNATIONAL TRAVEL EXPERIENCE. GRANT AWARDS ARE MERIT BASED. GRANT RECIPIENTS WILL RECEIVE THEIR AWARD ONCE THEIR ARRIVAL ABROAD HAS BEEN CONFIRMED BY THE INTERNATIONAL COOPERATOR AGENT OR A SUPERVISOR. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CHRISTINE LA MONICA-LUNN | NamePerson |
| Base Compensation Filing Org | 190123 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 9720 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 9026 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 208869 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | PAUL CHRISTIANSON, SECRETARY, HAS A FAMILY RELATIONSHIP WITH UTA CHRISTIANSON, PRESIDENT. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS SENT TO THE FULL BOARD OF DIRECTORS PRIOR TO BEING FILED WITH THE IRS. ALL DIRECTORS WERE AFFORDED THE OPPORTUNITY TO ASK QUESTIONS AND SUGGEST EDITS. PRIOR TO MAKING SUGGESTED EDITS, OUR AUDITOR WAS CONSULTED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A "BOARD APPROVED" CONFLICTS OF INTEREST POLICY. EACH BOARD MEMBER MUST FILL OUT AN ANNUAL DECLARATION STATING THEY HAD NO CONFLICTS OR IDENTIFYING THE NATURE OF THEIR INTERESTED PARTY TRANSACTIONS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD REVIEWS COMPARABLE SALARIES BASED ON A RECOGNIZED STUDY AND REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR AND OTHER OFFICERS TO DETERMINE IF THE EXISTING SALARY FALLS WITHIN THESE RANGES. AFTER A DELIBERATION OF THIS MATTER, A NEW PROPOSED SALARY AND BENEFIT PACKAGE ARE VOTED ON BY THE BOARD. | |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -840,470. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. |
Comments