CITIZENS UNITED FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CITIZENS UNITED FOUNDATION (EIN 54-1626748)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201233199349302573
- 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 | 2012-11-14T12:18:36-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT LOE & ASSOCIATES | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 FIRST AVENUE WEST STE 400 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 981194223 | 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 | 541626748 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITIZENS UNITED FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CITI | NameControl |
| Phone | 8003624788 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1006 PENNSYLVANIA AVE SE | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20003 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID N BOSSIE | Name |
| Title | PRESIDENT | Title |
| Phone | 8003624788 | Phone |
| Date Signed | 2012-11-09 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT LOE | Name |
| Phone | 2062921747 | Phone |
| Date Prepared | 2012-11-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID N BOSSIE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1006 PENNSYLVANIA AVE SE | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20003 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3828371 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | CITIZENSUNITEDFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1992 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | AN EDUCATIONAL ORGANIZATION, WHICH CONDUCTS RESEARCH, INFORMS AND EDUCATES THE PUBLIC ON VARIOUS NATIONAL AND INTERNATIONAL ISSUES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 26 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 5484512 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3612776 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 174798 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 106092 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6885 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1503 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 145500 | OtherRevenuePriorYear |
| Other Revenue Current Year | 108000 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5811695 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3828371 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 786367 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 808756 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 625465 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 120133 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1663680 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4554262 | OtherExpensePriorYear |
| Other Expenses Current Year | 2920483 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5966094 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3849372 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -154399 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -21001 | RevenuesLessExpensesCY |
| Total Assets BOY | 3404924 | TotalAssetsBOY |
| Total Assets EOY | 3373087 | TotalAssetsEOY |
| Total Liabilities BOY | 2885699 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2874863 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 519225 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 498224 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | AN EDUCATIONAL ORGANIZATION, WHICH CONDUCTS RESEARCH, INFORMS AND EDUCATES THE PUBLIC ON VARIOUS NATIONAL AND INTERNATIONAL ISSUES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 556972 | Expense |
| Description | TRADITIONAL VALUES PROGRAM: RESEARCH, PUBLICATION AND PUBLIC DISTRIBUTION OF EDUCATIONAL MATERIALS IN DEFENSE OF TRADITIONAL AMERICAN VALUESAND THE INSTITUTIONS THAT SUPPORT AND PROMOTE SUCH VALUES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 233459 | Expense |
| Description | LEGAL AND JUDICIAL ACTION PROGRAM: RESEARCH, PUBLICATION AND PUBLIC DISTRIBUTION OF EDUCATIONAL MATERIALS RELATING TO THE AMERICAN COURT SYSTEM, AND LEGAL RESEARCH AND LITIGATION SUPPORT IN DEFENSE OF HUMAN AND CIVIL RIGHTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 867133 | Expense |
| Description | CITIZENS UNITED FOUNDATION PRODUCTIONS: PRODUCE, DISTRIBUTE AND MARKET EDUCATIONAL DOCUMENTARY FILMS FOCUSING ON CONTEMPORARY DOMESTIC AND INTERNATIONAL ISSUES. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10001 | Expense |
| Description | OTHER EXPENSES | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 10001 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 1667565 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 18 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 26 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | false | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | 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 | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DAVID N BOSSIE PRESIDENT | NamePerson |
| Telephone Number | 2025475420 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1006 PENNSYLVANIA AVENUE SE | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20003 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (10 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 |
|---|---|---|---|---|---|---|---|
| DAVID BOSSIE | |||||||
| PRESIDENT & | 18.00 | X | X | 163900 | 245850 | 33324 | |
| JOHN BLISS | |||||||
| DIRECTOR | 1.00 | X | 2386 | 0 | 0 | ||
| KIRBY WILBUR | |||||||
| DIRECTOR | 1.00 | X | 2123 | 0 | 0 | ||
| DOUGLAS L RAMSEY | |||||||
| TREASURER & | 1.00 | X | X | 1843 | 0 | 0 | |
| RON ROBINSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BRYAN BERRY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL BOOS | |||||||
| VP, SECTY & | 8.00 | X | 88783 | 133175 | 18992 | ||
| JT MASTRANADI | |||||||
| RESEARCH DIR | 21.00 | 57067 | 85600 | 19465 | X | ||
| LAUREN CATTS | |||||||
| ACCOUNTANT | 13.00 | 47891 | 71836 | 13962 | X | ||
| RALPH CHRISTIAN BERG | |||||||
| ASS'T GEN. C | 13.00 | 41804 | 62706 | 9892 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 405797 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 599167 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 95635 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line2AddressOfContractor/AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|
| CITIZENS UNITED | ||||||
| 1006 PENNSYLVANIA AVENUE SE | WASHINGTON | DC | 20003 | PAYROLL PMTS | 564149 | |
| GINGRICH PRODUCTIONS | ||||||
| 4501 N FAIRFAX DRIVE | ARLINGTON | VA | 22201 | FILM PRODUCTION | 218337 | SUITE 901 |
| RST MARKETING | ||||||
| 1272 CORPORATE PARK DRIVE | FORREST | VA | 24551 | POST/MARKETING | 216604 | |
| US POSTMASTER | ||||||
| PENNSYLVANIA AVENUE SE | WASHINGTON | DC | 20003 | POSTAGE | 189157 | |
| SOUTHWEST PUBLISHING MAILING | ||||||
| 2600 NORTH TOPEKA BLVD | TOPEKA | KS | 66617 | PRINT/SHIPPING | 155539 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 9 | NumberOfContractorsGT100K |
| All Other Contributions | 3612776 | AllOtherContributions |
| Total Contributions | 3612776 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DVD SALES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 106092 | TotalRevenueColumn |
| Related Or Exempt Function Income | 106092 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 106092 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1503 | TotalRevenueColumn |
| Exclusion | $1,503 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RENTAL INCOME | Description |
| Total Revenue Column | 108000 | TotalRevenueColumn |
| Related Or Exempt Function Income | 108000 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 108000 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3828371 | TotalRevenueColumn |
| Related Or Exempt Function Income | 214092 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,503 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 252683 | Total |
| Program Services | 144030 | ProgramServices |
| Management And General | 83385 | ManagementAndGeneral |
| Fundraising | 25268 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 419670 | Total |
| Program Services | 239211 | ProgramServices |
| Management And General | 138491 | ManagementAndGeneral |
| Fundraising | 41968 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47608 | Total |
| Program Services | 27136 | ProgramServices |
| Management And General | 15711 | ManagementAndGeneral |
| Fundraising | 4761 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33098 | Total |
| Program Services | 18866 | ProgramServices |
| Management And General | 10922 | ManagementAndGeneral |
| Fundraising | 3310 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55697 | Total |
| Program Services | 31747 | ProgramServices |
| Management And General | 18380 | ManagementAndGeneral |
| Fundraising | 5570 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6470 | Total |
| Management And General | 6470 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8495 | Total |
| Management And General | 8495 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120133 | Total |
| Fundraising | 120133 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 284 | Total |
| Management And General | 284 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 378256 | Total |
| Program Services | 133146 | ProgramServices |
| Fundraising | 245110 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25043 | Total |
| Program Services | 14275 | ProgramServices |
| Management And General | 8264 | ManagementAndGeneral |
| Fundraising | 2504 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62357 | Total |
| Program Services | 35543 | ProgramServices |
| Management And General | 20578 | ManagementAndGeneral |
| Fundraising | 6236 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71854 | Total |
| Program Services | 25149 | ProgramServices |
| Fundraising | 46705 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 179658 | Total |
| Program Services | 102405 | ProgramServices |
| Management And General | 59287 | ManagementAndGeneral |
| Fundraising | 17966 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95900 | Total |
| Program Services | 54663 | ProgramServices |
| Management And General | 31647 | ManagementAndGeneral |
| Fundraising | 9590 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129382 | Total |
| Program Services | 73748 | ProgramServices |
| Management And General | 42696 | ManagementAndGeneral |
| Fundraising | 12938 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|
| PRINTING & POSTAGE | 1020901 | 359359 | 661542 |
| PROJECT FULFILLMENT | 510215 | 179596 | 330619 |
| LIST MAINTENANCE | 135717 | 47772 | 87945 |
| CAGING & ESCROW FEES | 85954 | 30256 | 55698 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 209997 | Total |
| Program Services | 150663 | ProgramServices |
| Management And General | 73517 | ManagementAndGeneral |
| Fundraising | -14183 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3849372 | Total |
| Program Services | 1667565 | ProgramServices |
| Management And General | 518127 | ManagementAndGeneral |
| Fundraising | 1663680 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1793902 | Total |
| Program Services | 753489 | ProgramServices |
| Fundraising | 1040413 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 721858 | BOY |
| EOY | 811662 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 111 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28150 | BOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3060023 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 558224 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2595817 | BOY |
| EOY | 2501799 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 49262 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59099 | BOY |
| EOY | 10253 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3404924 | BOY |
| EOY | 3373087 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104352 | BOY |
| EOY | 1493 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 5269 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2383216 | BOY |
| EOY | 2337357 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 398131 | BOY |
| EOY | 530744 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2885699 | BOY |
| EOY | 2874863 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 519225 | BOY |
| EOY | 498224 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 519225 | BOY |
| EOY | 498224 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3404924 | BOY |
| EOY | 3373087 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -21001 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | 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 | 2231676 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6971702 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8067134 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5484512 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3612776 | CurrentTaxYear |
| Total | 26367800 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2231676 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6971702 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8067134 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5484512 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3612776 | CurrentTaxYear |
| Total | 26367800 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 26367800 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 115837 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 199902 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 207479 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 327183 | CurrentTaxYearMinus1Year |
| Current Tax Year | 215595 | CurrentTaxYear |
| Total | 1065996 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 27433796 | TotalSupport |
| Gross Receipts From Admissions Etc | 214092 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.96110 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.96420 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 600000 | OtherCostOrOtherBasis |
| Book Value | 600000 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2460023 | OtherCostOrOtherBasis |
| Depreciation | 558224 | Depreciation |
| Book Value | 1901799 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2501799 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO CITIZENS UNITED | Description |
| Amount | $530,744 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 530744 | TotalOfAmounts |
| Total Revenue | 3828371 | TotalRevenue |
| Total Expenses | 3849372 | TotalExpenses |
| Excess Or Deficit For Year | -21001 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -21001 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3828371 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 3828371 | RevenueSubtotal |
| Total Revenue Per Form990 | 3828371 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3849372 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 3849372 | ExpensesSubtotal |
| Total Expenses Per Form990 | 3849372 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| LIABILITY UNDER FIN 48 FOOTNOTE | SCHEDULE D, PAGE 3, PART X | THE ORGANIZATION'S FORM 990S FOR THE YEARS ENDED 12-31-2010 AND 12-31-2009 ARE OPEN TO INSPECTION BY THE INTERNAL REVENUE SERVICE. THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C) 3 OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAD NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2011. |
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | BOOK / TAX DEPRECIATION DIFFERENCE 1,882 |
| EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 4B | BOOK / TAX DEPRECIATION DIFFERENCE 1,882 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | HSP DIRECT | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 208 ELDON STREET | AddressLine1 |
| City | HERDON | City |
| State | VA | State |
| ZIP Code | 20164 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISER | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 2283902 | GrossReceipts |
| Amount Retained By Contractor | 101834 | AmountRetainedByContractor |
| Net To Organization | 2182068 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 2283902 | TotalGrossReceipts |
| Total Retained By Contractors | 101834 | TotalRetainedByContractors |
| Total Net To Organization | 2182068 | TotalNetToOrganization |
| Licensed States | AR | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs |
|---|---|---|---|---|---|---|
| DAVID BOSSIE | ||||||
| 163900 | 245850 | 12134 | 10530 | 10660 | 174430 | 268644 |
| MICHAEL BOOS | ||||||
| 88783 | 133175 | 6659 | 5431 | 6902 | 94214 | 146736 |
| JT MASTRANADI | ||||||
| 57067 | 85600 | 4440 | 6162 | 8863 | 63229 | 98903 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ADDITIONAL INFORMATION | FORM 990, PART III | LINE 4D OTHER PROG. SERVICES-10,001 NOT ASSIGNED TO TOP 3 ACCOMPLISHMENTS. |
| ALL OTHER ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4D | OTHER EXPENSES |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S VICE PRESIDENT, SECRETARY, AND GENERAL COUNSEL AS WELL AS THE ORGANIZATION'S OUTSIDE COUNSEL. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | CITIZENS UNITED FOUNDATION FOLLOWS THE REQUIREMENTS OF THE VIRGINIA NON- STOCK CORPORATION ACT WITH RESPECT TO TRANSACTIONS INVOLVING POTENTIAL CONFLICTS OF INTEREST. THE ORGANIZATION'S IN-HOUSE COUNSEL MONITORS TRANSACTIONS THAT MAY INVOLVE POTENTIAL CONFLICTS OF INTEREST AND DIRECTORS ARE REMINDED DURING BOARD MEETINGS OF THEIR DUTY (A) TO DISCLOSE POTENTIAL CONFLICTS, AND (B) TO RECUSE THEMSELVES FROM MATTERS INVOLVING THEIR PERSONAL INTERESTS. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | THE COMPENSATION FOR THE TOP OFFICIAL IS DETERMINED EACH YEAR BY A COMPENSATION COMMITTEE OF INDEPENDENT DIRECTORS. THE PROCESS INVOLVES THE USE OF COMPARABLE COMPENSATION DATA AND OTHER INFORMATION, WHICH IS DOCUMENTED IN THE MINUTES OF THE COMMITTEE'S MEETINGS. THIS WAS LAST UNDERTAKEN IN 2011. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION DOES NOT GENERALLY MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| CITIZENS UNITED | |||||||||
| 1006 PENNSYLVANIA AVENUE SE | WASHINGTON | DC | 20003 | 911433368 | EDUCATION | VA | 501 C4 | N/A | false |
| THE PRESIDENTIAL COALITION | |||||||||
| 1006 PENNSYLVANIA AVENUE SE | WASHINGTON | DC | 20003 | 113753369 | ELECTIVE | VA | 527 | N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CITIZENS UNITED | ||
| A | 54000 | FAIR MARKET VALUE |
| THE PRESIDENTIAL COALITION | ||
| A | 54000 | FAIR MARKET VALUE |
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