EDUCATION NORTHWEST: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- EDUCATION NORTHWEST (EIN 93-0553346)
- Tax period
- 2009-09-01 to 2010-08-31
- Filed
- 2011-07-06
- IRS object ID
- 201101879349300215
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-07-06T12:17:24-05:00 | Timestamp |
| Tax Period End Date | 2010-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hoffman Stewart & Schmidt PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 Meadows Road Ste 200 | AddressLine1 |
| City | Lake Oswego | City |
| State | OR | State |
| ZIP Code | 970353295 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930553346 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Education Northwest | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EDUC | NameControl |
| Phone | 5032759500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SW Main Street No 500 | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 972043297 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Carol F Thomas | Name |
| Title | Director of Finance | Title |
| Phone | 5032759500 | Phone |
| Date Signed | 2011-06-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Todd D Massinger | Name |
| Phone | 5032205900 | Phone |
| 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 | Joy Bell | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SW Main Street No 500 | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 972043297 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 19094500 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | educationnorthwest.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1966 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | To improve educational results for children, youth and adults by providing research and development assistance in delivering equitable, high-quality educational programs. The organization provides research and development assistance to education, government, community agencies, business and labor. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 158 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 21040601 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 18443881 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 269165 | InvestmentIncomePriorYear |
| Investment Income Current Year | 237992 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 445110 | OtherRevenuePriorYear |
| Other Revenue Current Year | 303366 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 21754876 | TotalRevenuePriorYear |
| Total Revenue Current Year | 18985239 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12545727 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11254059 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9473819 | OtherExpensePriorYear |
| Other Expenses Current Year | 7673506 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 22019546 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18927565 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -264670 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 57674 | RevenuesLessExpensesCY |
| Total Assets BOY | 12416767 | TotalAssetsBOY |
| Total Assets EOY | 13456870 | TotalAssetsEOY |
| Total Liabilities BOY | 2110877 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2782370 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10305890 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10674500 | NetAssetsOrFundBalancesEOY |
| Mission Description | Improve learning by building capacity in schools, families, and communities through applied research and development. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 15377482 | Expense |
| Revenue | 18682850 | Revenue |
| Description | Educational research, development, evaluation, dissemination, training and technical assistance activities for the US Government, various state, local, and intermidiate education agencies. | Description |
| Total Program Service Expense | 15377482 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | 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 | 0 | 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 | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 188 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 158 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 |
| Nbr Voting Governing Body Members | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | 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 | 0 | 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 | OR | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joy Bell | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5032759500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SW Main StSte 500 | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 97204 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (39 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 |
|---|---|---|---|---|---|---|---|---|
| Jerry Colonna | ||||||||
| Chairperson | 1.00 | X | X | 0 | 0 | 0 | ||
| Jannette R Hill | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Joanne Erickson | ||||||||
| Secretary/Treasurer | 1.00 | X | X | 0 | 0 | 0 | ||
| Barbara Adams | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Steve Bradshaw | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Doreen Brown | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Susan Castillo | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Karanja Crews | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Juan Carlos Cuadros | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Randy Dorn | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Patrick Haggarty | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Jeri Harris | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Mary Alice Heuschel | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Wendy S Horman | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Denise Juneau | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Jerry Keane | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Larry LeDoux | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Tom Luna | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Bruce Messinger | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Geoff Mills | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Sean Murray | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Perla Rodriguez | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Mo Sanders | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Corri A Smith | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Frederick Striker | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Tom Stritikus | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Colleen Thompson | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Carol VanDerWege | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Jeff Weldon | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Rob Larson | ||||||||
| Vice Chairman | 1.00 | X | X | 0 | 0 | 0 | ||
| Carol Thomas | ||||||||
| CEO | 40.00 | X | 264119 | 0 | 39480 | |||
| Steve Fleischman | ||||||||
| DEO | 40.00 | X | 189046 | 0 | 30900 | |||
| Joy Bell | ||||||||
| CFO | 40.00 | X | 129054 | 0 | 24398 | |||
| Steve Nelson | ||||||||
| Director-OPO | 40.00 | 154561 | 0 | 27714 | X | |||
| Bob Rayborn | ||||||||
| Director-CREA | 40.00 | 135021 | 0 | 25174 | X | |||
| Eve McDermott | ||||||||
| Director-CSFC | 40.00 | 119917 | 0 | 23210 | X | |||
| Kathryn Hoyt | ||||||||
| Director-HR | 40.00 | 115876 | 0 | 22685 | X | |||
| Jim Kushman | ||||||||
| Director-CSDI | 40.00 | 111373 | 0 | 22099 | X | |||
| Dave Wilson | ||||||||
| Former Director D&C | 40.00 | 130368 | 0 | 24569 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1349335 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 240229 | 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 |
|---|---|---|---|---|---|
| RMC Research Corp | |||||
| 1501 Wilson Blvd 1250 | Arlington | VA | 22209 | Research | 500764 |
| Bank Street College of Education | |||||
| 610 West 112th Street | New York | NY | 10025 | Training | 308895 |
| Lifelong Learning Inc | |||||
| 40 Second Street E Ste 249 | Kalispell | MT | 59901 | Training | 175547 |
| Pacific Resources for Educ & Learning | |||||
| 900 Fort Street Mall Ste 1300 | Honolulu | HI | 96813 | Training & Technical Assistance | 140205 |
| Jean Carroccio & Assoc | |||||
| 2996 South Newport Street | Denver | CO | 80224 | Training | 128715 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Grants and contracts r | 611710 | 17901747 | 17901747 |
| CONFERENCES | 900099 | 542134 | 542134 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 18443881 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 237992 | TotalRevenueColumn |
| Exclusion | $237,992 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 64397 | TotalRevenueColumn |
| Exclusion | $64,397 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 339401 | GrossSalesOfInventory |
| Cost Of Goods Sold | 109261 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 230140 | TotalRevenueColumn |
| Related Or Exempt Function Income | 230140 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Revenue | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 8829 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8829 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 8829 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18985239 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18682850 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $302,389 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 907468 | Total |
| Program Services | 185629 | ProgramServices |
| Management And General | 721839 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7538606 | Total |
| Program Services | 6122640 | ProgramServices |
| Management And General | 1415966 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1091867 | Total |
| Program Services | 952371 | ProgramServices |
| Management And General | 139496 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 924019 | Total |
| Program Services | 777318 | ProgramServices |
| Management And General | 146701 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 792099 | Total |
| Program Services | 647559 | ProgramServices |
| Management And General | 144540 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34620 | Total |
| Management And General | 34620 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78719 | Total |
| Management And General | 78719 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62068 | Total |
| Management And General | 62068 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3587906 | Total |
| Program Services | 3482469 | ProgramServices |
| Management And General | 105437 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 460448 | Total |
| Program Services | 348573 | ProgramServices |
| Management And General | 111875 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2464261 | Total |
| Program Services | 2108909 | ProgramServices |
| Management And General | 355352 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 611754 | Total |
| Program Services | 525038 | ProgramServices |
| Management And General | 86716 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29223 | Total |
| Management And General | 29223 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 265221 | Total |
| Program Services | 226976 | ProgramServices |
| Management And General | 38245 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41569 | Total |
| Management And General | 41569 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| Contract advocacy | 63371 | 63371 |
| Other expenses | 31596 | 31596 |
| UNDERABSORBED INDIRECT | -57250 | -57250 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18927565 | Total |
| Program Services | 15377482 | ProgramServices |
| Management And General | 3550083 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 718421 | BOY |
| EOY | 574234 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2912532 | BOY |
| EOY | 2206952 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 187926 | BOY |
| EOY | 188370 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40929 | BOY |
| EOY | 177302 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1865656 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 480018 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 176696 | BOY |
| EOY | 1385638 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4610566 | BOY |
| EOY | 5085719 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3339748 | BOY |
| EOY | 3351456 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 429949 | BOY |
| EOY | 487199 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12416767 | BOY |
| EOY | 13456870 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1497653 | BOY |
| EOY | 1423397 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 519979 | BOY |
| EOY | 543191 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93245 | BOY |
| EOY | 815782 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2110877 | BOY |
| EOY | 2782370 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10305890 | BOY |
| EOY | 10674500 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10305890 | BOY |
| EOY | 10674500 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12416767 | BOY |
| EOY | 13456870 | 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 | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22158815 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23262280 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22628766 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21587015 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18783282 | CurrentTaxYear |
| Total | 108420158 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22158815 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23262280 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22628766 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21587015 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18783282 | CurrentTaxYear |
| Total | 108420158 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 108420158 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 346414 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 417815 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 342052 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 355594 | CurrentTaxYearMinus1Year |
| Current Tax Year | 302389 | CurrentTaxYear |
| Total | 1764264 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 346414 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 417815 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 342052 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 355594 | CurrentTaxYearMinus1Year |
| Current Tax Year | 302389 | CurrentTaxYear |
| Total | 1764264 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 685 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8829 | CurrentTaxYear |
| Total | 9514 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22505229 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23680095 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22970818 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21943294 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19094500 | CurrentTaxYear |
| Total | 110193936 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98390 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98530 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01600 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01470 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 1 | GrantsOtherOrganizations |
| Grants Other Organizations | $30,410 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $32,961 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 63371 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part IV, Supplemental Information: | Identifier |
| Explanation | To participate and provide information that would support the improvement of learning within schools and communities, the organization made payments to another organization and incurred costs itself in efforts to contact and communicate with legislative bodies. The total funds expended on these activies represented less than .5% of the organization's total revenue for the year. | Explanation |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1865656 | OtherCostOrOtherBasis |
| Depreciation | 480018 | Depreciation |
| Book Value | 1385638 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1385638 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Debt securities | 3315938 | F |
| Money market fund | 35518 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 3351456 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Post retirement benefit obligation | $93,245 |
| Capital Lease obligation | $722,537 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 815782 | TotalOfAmounts |
| Total Revenue | 18985239 | TotalRevenue |
| Total Expenses | 18927565 | TotalExpenses |
| Excess Or Deficit For Year | 57674 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 310936 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 310936 | TotalAdjustments |
| Excess Or Deficit Per FS | 368610 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 19343368 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 310936 | NetUnrealizedGainsInvestments |
| Other Revenues | 109261 | OtherRevenues |
| Revenue Not Rptd F990 | 420197 | RevenueNotRptdF990 |
| Revenue Subtotal | 18923171 | RevenueSubtotal |
| Other Revenues Not Included | 62068 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 62068 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 18985239 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 18974758 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 109261 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 109261 | ExpensesNotRptdF990 |
| Expenses Subtotal | 18865497 | ExpensesSubtotal |
| Other Expenses Not Included | 62068 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 62068 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 18927565 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XII, Line 2d - Other Adjustments: | Cost of Sales: 109261. |
| Part XII, Line 4b - Other Adjustments: | Investment expenses: 62068. |
| Part XIII, Line 2d - Other Adjustments: | Cost of sales: 109261. |
| Part XIII, Line 4b - Other Adjustments: | Investment expenses: 62068. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Carol Thomas | |||||||||||||
| 264119 | 0 | 0 | 0 | 0 | 0 | 31859 | 0 | 7621 | 0 | 303599 | 0 | 0 | 0 |
| Steve Fleischman | |||||||||||||
| 189046 | 0 | 0 | 0 | 0 | 0 | 23887 | 0 | 7013 | 0 | 219946 | 0 | 0 | 0 |
| Joy Bell | |||||||||||||
| 129054 | 0 | 0 | 0 | 0 | 0 | 16777 | 0 | 7621 | 0 | 153452 | 0 | 0 | 0 |
| Steve Nelson | |||||||||||||
| 154561 | 0 | 0 | 0 | 0 | 0 | 20093 | 0 | 7621 | 0 | 182275 | 0 | 0 | 0 |
| Bob Rayborn | |||||||||||||
| 135021 | 0 | 0 | 0 | 0 | 0 | 17553 | 0 | 7621 | 0 | 160195 | 0 | 0 | 0 |
| Dave Wilson | |||||||||||||
| 130368 | 0 | 0 | 0 | 0 | 0 | 16948 | 0 | 7621 | 0 | 154937 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | The form 990 is reviewed by the CEO and other management of the organization before it is provided to the Board of Directors and filed. |
| Form 990, Part VI, Section B, line 12c | Annually a conflict of interest statement is signed by each Director and employee of the organization. |
| Form 990, Part VI, Section B, line 15 | The Organization contracts with an independent company to perform a salary review. |
| Form 990, Part VI, Section C, line 19 | Upon request |
| Form 990, Part XI, Line 2c | The oversight process of the annual audit has not changed from the prior year. |
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