UNION OF CONCERNED SCIENTISTS INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- UNION OF CONCERNED SCIENTISTS INC (EIN 04-2535767)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-05-16
- IRS object ID
- 201101369349306300
- Schema version
- 2009v1.7
- 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 G
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T15:55:29-05:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tonneson & Company CPAs PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 Edgewater Place Suite 300 | AddressLine1 |
| City | Wakefield | City |
| State | MA | State |
| ZIP Code | 018806208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042535767 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Union of Concerned Scientists Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIO | NameControl |
| Phone | 6175475552 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Two Brattle Square | AddressLine1 |
| City | Cambridge | City |
| State | MA | State |
| ZIP Code | 02238 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kevin T Knobloch | Name |
| Title | President | Title |
| Phone | 6175475552 | Phone |
| Date Signed | 2011-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Vincent D Luccitelli | Name |
| Phone | 7812459999 | Phone |
| Date Prepared | 2011-05-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Kevin T Knobloch | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Two Brattle Square | AddressLine1 |
| City | Cambridge | City |
| State | MA | State |
| ZIP Code | 02238 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 19832162 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.ucsusa.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1973 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | Protect the environment and curtail weapons proliferation. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 157 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -474 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 21188464 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 18359545 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 154294 | InvestmentIncomePriorYear |
| Investment Income Current Year | 170768 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 177051 | OtherRevenuePriorYear |
| Other Revenue Current Year | 139650 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 21519809 | TotalRevenuePriorYear |
| Total Revenue Current Year | 18669963 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11166565 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11549458 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 411524 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 74321 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2476574 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7450846 | OtherExpensePriorYear |
| Other Expenses Current Year | 8698484 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 19028935 | TotalExpensesPriorYear |
| Total Expenses Current Year | 20322263 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2490874 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1652300 | RevenuesLessExpensesCY |
| Total Assets BOY | 37545228 | TotalAssetsBOY |
| Total Assets EOY | 36304764 | TotalAssetsEOY |
| Total Liabilities BOY | 5299357 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5062184 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 32245871 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 31242580 | NetAssetsOrFundBalancesEOY |
| Mission Description | The Union of Concerned Scientists is a nonprofit partnership of scientists and citizens combining rigorous scientific analysis, innovative policy development, and effective citizen advocacy to achieve practical environmental solutions. We seek to ensure that all people have clean air, energy, and transportation, as well as food that is produced in a safe and sustainable manner. We strive for a future that is free from the threats of global warming and nuclear war, and a planet that supports a rich diversity of life. Sound science guides our efforts to secure changes in government policy, corporate practices, and consumer choices that will protect and improve the health of our environment globally, nationally, and in communities throughout the United States. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5701945 | Expense |
| Description | Climate program works to curb global warming, maintain biodiversity, and conserve forests through scientific research and analyses, mobilization of scientists, dissemination of information to the public and policymakers, and advocacy. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2440915 | Expense |
| Description | Clean vehicle program conducts analysis on advanced vehicle technologies and environmentally sound transportation policy, disseminates this information to the public, and advocates for a transportation policy to reduce emissions that contribute to global warming and harm human health. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2082170 | Expense |
| Description | Global security program conducts research on nuclear arms control, mobilizes the scientific community to raise public awareness of global security issues, and works toward a world free from nuclear threat.The global security program also works to reduce the risks from nuclear power. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7237384 | Expense |
| Description | Clean energy program examines the benefits and costs of the country's energy use and promotes energy solutions that are environmentally sound and cost effective.Food and environment program works to protect human health and the environment from harmful food production practices through scientific research and analysis, dissemination of information to the public and policymakers,and advocacy.Legislative - Appearances before Congressional committees, as well as meeting with individual Congressmen and writing, printing, and mailing of legislative alerts to UCS sponsors.Scientific Integrity program works to restore scientific integrity to federal policymaking through dissemination of information to the public, to scientists,and to policymakers. Scientific Integrity program also works to protect ecosystems from harmful invasive species. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 7237384 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 17462414 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 1 | 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 | 1 | 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 |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 101 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 157 | 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 |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | 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 | CT | 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 | 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 | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | 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 | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | 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 | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Javier Caban Union of Concerned Scientist Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6175475552 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Two Brattle Square | AddressLine1 |
| City | Cambridge | City |
| State | MA | State |
| ZIP Code | 02238 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 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 |
|---|---|---|---|---|---|---|---|---|
| Kurt Gottfried | ||||||||
| Chair/Director | 5.00 | X | X | 0 | 0 | 0 | ||
| Peter A Bradford | ||||||||
| Vice Chair/Director | 1.00 | X | X | 0 | 0 | 0 | ||
| James S Hoyte | ||||||||
| Treasurer/Director | 5.00 | X | X | 0 | 0 | 0 | ||
| Thomas H Stone | ||||||||
| Secretary | 1.00 | X | X | 0 | 0 | 0 | ||
| Thomas Eisner | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| James A Fay | ||||||||
| Board Member Emeritus | 1.00 | X | 0 | 0 | 0 | |||
| Richard L Garwin | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Andrew J Gunther | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Geoffrey M Heal | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Anne Kapuscinski | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| James J McCarthy | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Mario J Molina | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Stuart L Pimm | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Louis Salkind | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Adele Simmons | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Nancy Stephens | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Ellyn R Weiss | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Jessica Matthews | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Edward L Miles | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Fran Ulmer | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Kevin T Knobloch | ||||||||
| President | 40.00 | X | 200126 | 0 | 30489 | |||
| Kathleen Rest | ||||||||
| Executive Director | 40.00 | 167248 | 0 | 19656 | X | |||
| David Whalen | ||||||||
| Chief Development Officer | 40.00 | 190066 | 0 | 16669 | X | |||
| Cheryl Schaffer | ||||||||
| Director of Finance & Admi | 40.00 | 130710 | 0 | 16613 | X | |||
| Alden M Meyer | ||||||||
| Director of Strategy & Pol | 40.00 | 139182 | 0 | 20266 | X | |||
| Lance P Pierce | ||||||||
| Dir. of Climate & Energy P | 40.00 | 125868 | 0 | 24718 | X | |||
| Margaret G Mellon | ||||||||
| Dir. of Food & Environment | 40.00 | 118429 | 0 | 12834 | X | |||
| Peter Frumhoff | ||||||||
| Dir. of Science & Policy | 40.00 | 117184 | 0 | 23697 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1188813 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 164942 | 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 |
|---|---|---|---|---|---|
| Mal Warwick & Associates | |||||
| 2550 Ninth St Ste 103 | Berkeley | CA | 94710 | Direct Mail Consultant | 280371 |
| Mal Warwick & Associates | |||||
| 2550 Ninth St Ste 103 | Berkeley | CA | 94710 | Mail House Services | 168995 |
| Share Group Inc | |||||
| PO Box 55183 | Boston | MA | 02205 | Fundraising | 156420 |
| FSG Inc | |||||
| 20 Park Plaza Suite 320 | Boston | MN | 02205 | Non-proft consultants | 129640 |
| Brain Traffic Inc | |||||
| 615 First Ave NE Suite 475 | Minneapolis | MN | 55413 | Website Consulting | 120640 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Membership Dues | 5829299 | MembershipDues |
| All Other Contributions | 12530246 | AllOtherContributions |
| Noncash Contributions | 179162 | NoncashContributions |
| Total Contributions | 18359545 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 125182 | TotalRevenueColumn |
| Exclusion | $125,182 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 85580 | Real |
| Personal | 13230 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 111794 | Real |
| Personal | 13704 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -26214 | Real |
| Personal | -474 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -26688 | TotalRevenueColumn |
| Exclusion | -$26,688 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1082287 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1036701 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 45586 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 45586 | TotalRevenueColumn |
| Related Or Exempt Function Income | 45586 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 16466 | GrossSalesOfInventory |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16466 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16466 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| Misc Income | 900099 | 104283 | 104283 | |
| Honoraria | 900099 | 26494 | 26494 | |
| Lists & Labels | 900099 | 18426 | $18,426 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 669 | TotalRevenueColumn |
| Exclusion | $669 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 149872 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18669963 | TotalRevenueColumn |
| Related Or Exempt Function Income | 192829 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $117,589 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 624284 | Total |
| Program Services | 479256 | ProgramServices |
| Management And General | 35348 | ManagementAndGeneral |
| Fundraising | 109680 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8816934 | Total |
| Program Services | 7517217 | ProgramServices |
| Management And General | 192030 | ManagementAndGeneral |
| Fundraising | 1107687 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 651733 | Total |
| Program Services | 561754 | ProgramServices |
| Management And General | 4106 | ManagementAndGeneral |
| Fundraising | 85873 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 746375 | Total |
| Program Services | 634711 | ProgramServices |
| Management And General | 27280 | ManagementAndGeneral |
| Fundraising | 84384 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 710132 | Total |
| Program Services | 600674 | ProgramServices |
| Management And General | 16514 | ManagementAndGeneral |
| Fundraising | 92944 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54408 | Total |
| Program Services | 49120 | ProgramServices |
| Management And General | 1605 | ManagementAndGeneral |
| Fundraising | 3683 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45560 | Total |
| Management And General | 45560 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15622 | Total |
| Management And General | 15622 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74321 | Total |
| Fundraising | 74321 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2603479 | Total |
| Program Services | 2373923 | ProgramServices |
| Fundraising | 229556 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 483324 | Total |
| Program Services | 481064 | ProgramServices |
| Fundraising | 2260 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202790 | Total |
| Program Services | 180310 | ProgramServices |
| Management And General | 756 | ManagementAndGeneral |
| Fundraising | 21724 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 351816 | Total |
| Program Services | 316842 | ProgramServices |
| Management And General | 4623 | ManagementAndGeneral |
| Fundraising | 30351 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1124762 | Total |
| Program Services | 1095461 | ProgramServices |
| Management And General | 724 | ManagementAndGeneral |
| Fundraising | 28577 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 769197 | Total |
| Program Services | 631525 | ProgramServices |
| Management And General | 6006 | ManagementAndGeneral |
| Fundraising | 131666 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57681 | Total |
| Program Services | 46053 | ProgramServices |
| Management And General | 1356 | ManagementAndGeneral |
| Fundraising | 10272 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 352806 | Total |
| Program Services | 318513 | ProgramServices |
| Management And General | 10408 | ManagementAndGeneral |
| Fundraising | 23885 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42524 | Total |
| Program Services | 38438 | ProgramServices |
| Management And General | 1240 | ManagementAndGeneral |
| Fundraising | 2846 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Printing and Publicatio | 629586 | 600932 | 147 | 28507 |
| Postage and Freight | 495872 | 414063 | 1079 | 80730 |
| Event Expense | 446534 | 291114 | 4888 | 150532 |
| List and Mailing Expen | 279689 | 154734 | 0 | 124955 |
| Equipment Rental and Ma | 203833 | 187577 | 2636 | 13620 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 539001 | Total |
| Program Services | 489133 | ProgramServices |
| Management And General | 11347 | ManagementAndGeneral |
| Fundraising | 38521 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20322263 | Total |
| Program Services | 17462414 | ProgramServices |
| Management And General | 383275 | ManagementAndGeneral |
| Fundraising | 2476574 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1217791 | Total |
| Program Services | 1005834 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 211957 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 674733 | BOY |
| EOY | 498117 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18591252 | BOY |
| EOY | 8426134 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3924025 | BOY |
| EOY | 1529709 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30187 | BOY |
| EOY | 30771 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44427 | BOY |
| EOY | 30565 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 259741 | BOY |
| EOY | 176263 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 8133461 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3218098 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5114874 | BOY |
| EOY | 4915363 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8354526 | BOY |
| EOY | 20120529 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 493263 | BOY |
| EOY | 507742 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58200 | BOY |
| EOY | 69571 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37545228 | BOY |
| EOY | 36304764 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1587434 | BOY |
| EOY | 1517813 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2543837 | BOY |
| EOY | 2387274 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1168086 | BOY |
| EOY | 1157097 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5299357 | BOY |
| EOY | 5062184 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23994836 | BOY |
| EOY | 26713159 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8065600 | BOY |
| EOY | 4343986 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 185435 | BOY |
| EOY | 185435 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32245871 | BOY |
| EOY | 31242580 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37545228 | BOY |
| EOY | 36304764 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 15100743 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16873145 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30806021 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21188464 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18359545 | CurrentTaxYear |
| Total | 102327918 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15100743 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16873145 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30806021 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21188464 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18359545 | CurrentTaxYear |
| Total | 102327918 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 26781350 | AmountsSubstContributorsTotal |
| Public Support Total170 | 75546568 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 609015 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 774598 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 996727 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 455014 | CurrentTaxYearMinus1Year |
| Current Tax Year | 240458 | CurrentTaxYear |
| Total | 3075812 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 210071 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 169558 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 139380 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 144863 | CurrentTaxYearMinus1Year |
| Current Tax Year | 149895 | CurrentTaxYear |
| Total | 813767 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 106217497 | TotalSupport |
| Gross Receipts From Admissions Etc | 115669 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.71120 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.72130 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt Of4955 Tax | 0 | AmtOf4955Tax |
| Amt Of4955 Tax On Managers | 0 | AmtOf4955TaxOnManagers |
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 129861 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 496333 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 626194 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 17431564 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 18057758 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | 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 | 819770 | CurrentYearMinus3 |
| Current Year Minus2 | 958322 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 3778092 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,667,138 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 368414 | CurrentYearMinus3 |
| Current Year Minus2 | 438819 | CurrentYearMinus2 |
| Current Year Minus1 | 372049 | CurrentYearMinus1 |
| Current Year | 626194 | CurrentYear |
| Total | 1805476 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 204943 | CurrentYearMinus3 |
| Current Year Minus2 | 239581 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 944524 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,416,786 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 75832 | CurrentYearMinus3 |
| Current Year Minus2 | 122065 | CurrentYearMinus2 |
| Current Year Minus1 | 67942 | CurrentYearMinus1 |
| Current Year | 129861 | CurrentYear |
| Total | 395700 | Total |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 185435 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -545 | InvestmentEarningsOrLosses |
| End Of Year Balance | 185435 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 185435 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -570 | InvestmentEarningsOrLosses |
| End Of Year Balance | 185435 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 6068156 | InvestmentCostOrOtherBasis |
| Depreciation | 1751487 | Depreciation |
| Book Value | 4316669 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 225805 | InvestmentCostOrOtherBasis |
| Depreciation | 40382 | Depreciation |
| Book Value | 185423 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1839500 | InvestmentCostOrOtherBasis |
| Depreciation | 1426229 | Depreciation |
| Book Value | 413271 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4915363 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unitrust and Annuity Agreements | Description |
| Amount | $1,157,097 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1157097 | TotalOfAmounts |
| Total Revenue | 18669963 | TotalRevenue |
| Total Expenses | 20322263 | TotalExpenses |
| Excess Or Deficit For Year | -1652300 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 649009 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 649009 | TotalAdjustments |
| Excess Or Deficit Per FS | -1003291 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 19534212 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 649009 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 89742 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 125498 | OtherRevenues |
| Revenue Not Rptd F990 | 864249 | RevenueNotRptdF990 |
| Revenue Subtotal | 18669963 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 18669963 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 20537503 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 89742 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 89742 | ExpensesNotRptdF990 |
| Expenses Subtotal | 20447761 | ExpensesSubtotal |
| Other Expenses Not Included | -125498 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -125498 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 20322263 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | UCS uses the investment earnings of its endowment funds for the specific purposes designated by the donors inclduing scientific research, new initiatives, activist and media outreach. |
| Part XII, Line 2d - Other Adjustments: | Rental Expense Reported in Part VIII, Line 6b: 125498. | |
| Part XIII, Line 4b - Other Adjustments: | Rental Expense Reported in Part VIII, Line 6b: -125498. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| Agreement Ref Fundraising | 0 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|
| Mal Warwick | ||||
| Consults on direct mail program. | 0 | 2464723 | 74321 | 2390402 |
| Share Group Inc | ||||
| Consults on direct mail program. | 0 | 129752 | 151760 | -22008 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 2594475 | TotalGrossReceipts |
| Total Retained By Contractors | 226081 | TotalRetainedByContractors |
| Total Net To Organization | 2368394 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | DC | LicensedStates |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kevin T Knobloch | |||||||||||||
| 200126 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 30489 | 0 | 230615 | 0 | 229056 | 0 |
| Kathleen Rest | |||||||||||||
| 167248 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 19656 | 0 | 186904 | 0 | 184209 | 0 |
| David Whalen | |||||||||||||
| 190066 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 16669 | 0 | 206735 | 0 | 178822 | 0 |
| Alden M Meyer | |||||||||||||
| 139182 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 20266 | 0 | 159448 | 0 | 153759 | 0 |
| Lance P Pierce | |||||||||||||
| 125868 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 24718 | 0 | 150586 | 0 | 135890 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Massachusetts Health & Educational Facilities Authority | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 042456011 | IssuerEIN |
| CUSIP Number | NoneAvail | CUSIPNumber |
| Date Issued | 2001-07-20 | DateIssued |
| Issue Price | 3825000 | IssuePrice |
| Description Of Purpose | To refinance, make renovations and improvements, and to purchase equipment. | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 0 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 0 | BondCounselRoutinelyEngaged |
| Post Issuance Compliance Procdrs | 0 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | 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 M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 56 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 179162 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | The completed 990 is reviewed and discussed by the Audit Committee of the Board prior to filing. |
| Form 990, Part VI, Section B, line 12c | Affected persons (staff and Board) complete and submit the conflict of interest statement on an annual basis at the beginning of each fiscal year. This does not obviate the need to disclose potential conflicts that may arise in the interim. All forms are reviewed by the Director of Finance and Administration. Any potential conflicts are reviewed by the UCS President who determines whether a conflict exists and is material. If a matter is material, the President will bring it to the attention of the Board Chair. If the UCS President has the conflict, he or she would disclose the matter to the Board Chair directly. Disclosure involving Board members is made to the Board Chair (or if the conflict involves the Board Chair, to the Board Treasurer) who brings these matters, if material, to the Board. The Board determines whether a conflict exists and is material, and in the presence of an existing material conflict, whether the contemplated transaction may be authorized as just, fair, and reasonable to UCS. |
| Form 990, Part VI, Section B, line 15 | The UCS policy is that the Finance Committee of the Board be informed of the performance based recommendations for salary for key employees in the context of market information and our merit increase system. The purpose of this policy is to provide transparency and compliance with various legal standards for non-profit management. The President's salary is set after an annual merit review, by the Chair of the Board in consultation with the Treasurer and/or other Board members, as the Chair sees fit. The salaries for other key employees are set, after the annual merit review, by the management team. All salaries are set in the context of market information and our merit increase system. All salaries of key employees are reviewed by the Compensation Committee of the Board. |
| Form 990, Part VI, Section C, line 19 | The governing documents, conflict of interest policy, and financial statements are made available through the organization's website. The public can also access the financial statements through the "Guidestar" website (http://www2.guidestar.org/). |
| The audited financial statements are reviewed and discussed by the Audit Committee of the Board. |
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