THE SOURCE FOR LEARNING INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE SOURCE FOR LEARNING INC (EIN 52-1279689)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-07-15
- IRS object ID
- 201101999349300320
- Schema version
- 2010v3.2
- 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 | 2011-07-15T11:06:39-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK & COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1360 BEVERLY ROAD SUITE 300 | AddressLine1 |
| City | MCLEAN | City |
| State | VA | State |
| ZIP Code | 22101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521279689 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SOURCE FOR LEARNING INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOUR | NameControl |
| Phone | 7038609200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12355 SUNRISE VALLEY DRIVE NO 625 | AddressLine1 |
| City | RESTON | City |
| State | VA | State |
| ZIP Code | 201911532 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN GORSKI | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 7038609200 | Phone |
| Date Signed | 2011-07-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARNETTE MYERS | Name |
| Phone | 7038210702 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | STEVEN J GORSKI | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12355 SUNRISE VALLEY DRIVE NO 625 | AddressLine1 |
| City | RESTON | City |
| State | VA | State |
| ZIP Code | 201911532 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11398841 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 3296 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SOURCEFORLEARNING.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1979 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HIGH-QUALITY, TECHNOLOGY-BASED CONTENT AND SERVICES THAT ENHANCE LEARNING FOR ALL CHILDREN, AND TO EMPOWER TEACHERS, CHILD CARE PROVIDERS, AND PARENTS TO SUPPORT THAT LEARNING. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 12 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 391641 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 369025 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 34715 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 47740 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 180656 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1812171 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1309835 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1378529 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1916847 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3607465 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 38695 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 65389 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1231903 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1383072 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 167309 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 881582 | OtherExpensePriorYear |
| Other Expenses Current Year | 1001655 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2152180 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2450116 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -235333 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1157349 | RevenuesLessExpensesCY |
| Total Assets BOY | 27908117 | TotalAssetsBOY |
| Total Assets EOY | 28581900 | TotalAssetsEOY |
| Total Liabilities BOY | 4941025 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4703533 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 22967092 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 23878367 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE HIGH-QUALITY, TECHNOLOGY-BASED CONTENT AND SERVICES THAT ENHANCE LEARNING FOR ALL CHILDREN, AND TO EMPOWER TEACHERS, CHILD CARE PROVIDERS, AND PARENTS TO SUPPORT THAT LEARNING. AN IMPORTANT PART OF THE MISSION IS TO INCREASE ACCESS TO OUR SERVICES TO UNDERSERVED CHILDREN AND ADULTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 288663 | Expense |
| Description | EDUCATIONAL BROADBAND SERVICES: A FREE TEACHER RESOURCE SERVICE TO AFFILIATED SCHOOL SYSTEMS FOR K-12 EDUCATORS FOR CLASSROOM USE AND PROFESSIONAL DEVELOPMENT. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1615465 | Expense |
| Revenue | 47740 | Revenue |
| Description | ON-LINE EDUCATIONAL ACTIVITIES: TEACHERSFIRST.COM IS A FREE WEBSITE CREATED TO HELP TEACHERS FIND RESOURCES FOR USE IN THEIR CLASSROOM AND FOR PROFESSIONAL DEVELOPMENT. TEACHERSANDFAMILIES.COM IS A WEBSITE PROVIDING LEARNING OPPORTUNITIES FOR STUDENTS AND INFORMATION FOR ADULTS TO IMPROVE LEARNING FOR THEIR CHILDREN. PRESCHOOLFIRST.COM IS A CURRICULUM RESOURCE AND ASSESSMENT TOOL TO TRACK THE LEARNING AND DEVELOPMENT OF CHILDREN FROM 0-66 MONTHS OF AGE. GROWUPLEARNING.COM IS A WEBSITE FOR PARENTS TO HELP THEIR INFANT, TODDLER, OR PRESCHOOL CHILD GROW AND DEVELOP COGNITIVELY, PHYSICALLY, AND SOCIALLY THROUGH GROWUPLEARNING PLAY ACTIVITIES BUILT INTO THE REGULAR FAMILY ROUTINE AT HOME. SOURCEFORLEARNING.COM IS THE CORPORATE SITE FOR THE SOURCE FOR LEARNING, INC., AND PROVIDES INFORMATION ABOUT THE ORGANIZATION AND THE PRODUCTS AND SERVICES BEING OFFERED TO TEACHERS, STUDENTS AND PARENTS TO ENHANCE LEARNING. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 82059 | Expense |
| Grants | 65389 | Grants |
| Description | ASSISTANCE TO AFFILIATES: ROYALTY SHARING, GRANTS, AND EQUIPMENT TO "PARTNER" SCHOOL SYSTEMS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1986187 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | 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 |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | 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 | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 29 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 12 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SOURCE FOR LEARNING INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7038609200 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12355 SUNRISE VALLEY DR STE 625 | AddressLine1 |
| City | RESTON | City |
| State | VA | State |
| ZIP Code | 20191 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 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 |
|---|---|---|---|---|---|---|---|
| STEVEN J GORSKI | |||||||
| PRESIDENT/CEO | 40.00 | X | X | 199069 | 0 | 87520 | |
| WILLIAM H HARRISPHD | |||||||
| CHAIRMAN/DIRECTOR | 2.00 | X | X | 0 | 0 | 0 | |
| CARLOS A GONZALEZ | |||||||
| TREASURER/DIRECTOR | 2.00 | X | X | 0 | 0 | 0 | |
| LTG JULIUS BECTONJRRET | |||||||
| VICE-CHAIRMAN/DIRECTOR | 2.00 | X | X | 0 | 0 | 0 | |
| ROBERT J RINI | |||||||
| SECRETARY/DIRECTOR | 2.00 | X | X | 0 | 0 | 0 | |
| MARCIA A BEXLEY | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JANET K BLACKPHD | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DALE BRAZALE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| BETTINA CURTIS | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| COL JOHN A GOETZRET | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM M HILSMAN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| CONGRESSMAN LOU FREY JR ESQ | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| LEO SAYAVEDRAPHD | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DORIS VOITIER | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| CARTER D WARDPHD | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| MG ROBERT L NABORSRET | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| CLIFFORD B JANEYEDD | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| LTG WILLIAM J HILSMAN RET | |||||||
| CHAIRMAN EMERITUS | 2.00 | X | 0 | 0 | 0 | ||
| DAVID SHIVELY | |||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | 127189 | 0 | 29409 | X | ||
| MARI BLAUSTEIN | |||||||
| DIRECTOR OF PRESCHOOL INITIATIVES | 40.00 | 102610 | 0 | 34711 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 428868 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 151640 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 369025 | AllOtherContributions |
| Total Contributions | 369025 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ON-LINE EDUCATIONAL AC | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 47740 | TotalRevenueColumn |
| Related Or Exempt Function Income | 47740 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 47740 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 525139 | TotalRevenueColumn |
| Exclusion | $525,139 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1369241 | TotalRevenueColumn |
| Exclusion | $1,369,241 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8642545 | Securities |
| Other | 435863 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7791376 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 851169 | Securities |
| Other | 435863 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1287032 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1287032 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 9288 | TotalRevenueColumn |
| Exclusion | $9,288 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 9288 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3607465 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1334772 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,903,668 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65389 | Total |
| Program Services | 65389 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 286588 | Total |
| Program Services | 228396 | ProgramServices |
| Management And General | 39487 | ManagementAndGeneral |
| Fundraising | 18705 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 857620 | Total |
| Program Services | 675528 | ProgramServices |
| Management And General | 86376 | ManagementAndGeneral |
| Fundraising | 95716 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79529 | Total |
| Program Services | 62828 | ProgramServices |
| Management And General | 8748 | ManagementAndGeneral |
| Fundraising | 7953 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84871 | Total |
| Program Services | 67048 | ProgramServices |
| Management And General | 9336 | ManagementAndGeneral |
| Fundraising | 8487 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74464 | Total |
| Program Services | 58827 | ProgramServices |
| Management And General | 8191 | ManagementAndGeneral |
| Fundraising | 7446 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35370 | Total |
| Program Services | 34516 | ProgramServices |
| Management And General | 854 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38369 | Total |
| Program Services | 32571 | ProgramServices |
| Management And General | 3037 | ManagementAndGeneral |
| Fundraising | 2761 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107665 | Total |
| Program Services | 106522 | ProgramServices |
| Management And General | 599 | ManagementAndGeneral |
| Fundraising | 544 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 231703 | Total |
| Program Services | 220164 | ProgramServices |
| Management And General | 6044 | ManagementAndGeneral |
| Fundraising | 5495 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67891 | Total |
| Program Services | 50953 | ProgramServices |
| Management And General | 15807 | ManagementAndGeneral |
| Fundraising | 1131 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84783 | Total |
| Program Services | 79396 | ProgramServices |
| Management And General | 2822 | ManagementAndGeneral |
| Fundraising | 2565 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96608 | Total |
| Program Services | 76320 | ProgramServices |
| Management And General | 10627 | ManagementAndGeneral |
| Fundraising | 9661 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97474 | Total |
| Program Services | 59678 | ProgramServices |
| Management And General | 37382 | ManagementAndGeneral |
| Fundraising | 414 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23850 | Total |
| Program Services | 18841 | ProgramServices |
| Management And General | 2624 | ManagementAndGeneral |
| Fundraising | 2385 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31399 | Total |
| Program Services | 24805 | ProgramServices |
| Management And General | 3454 | ManagementAndGeneral |
| Fundraising | 3140 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROGRAMMING | 88123 | 88123 | ||
| BAD DEBT | 59406 | 59406 | ||
| MISCELLANEOUS | 21879 | 20319 | 712 | 848 |
| PROJECT AND DEVELOPMENT | 12025 | 11903 | 64 | 58 |
| GRANT DEVELOPMENT | 4060 | 4060 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1050 | Total |
| Management And General | 1050 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2450116 | Total |
| Program Services | 1986187 | ProgramServices |
| Management And General | 296620 | ManagementAndGeneral |
| Fundraising | 167309 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 924834 | BOY |
| EOY | 794961 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 203689 | BOY |
| EOY | 66743 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12706134 | BOY |
| EOY | 10945137 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9590 | BOY |
| EOY | 33985 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 249249 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 95877 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91978 | BOY |
| EOY | 153372 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13952729 | BOY |
| EOY | 16518845 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19163 | BOY |
| EOY | 68857 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27908117 | BOY |
| EOY | 28581900 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59717 | BOY |
| EOY | 112604 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4881308 | BOY |
| EOY | 4590929 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4941025 | BOY |
| EOY | 4703533 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22956621 | BOY |
| EOY | 23878367 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10471 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22967092 | BOY |
| EOY | 23878367 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27908117 | BOY |
| EOY | 28581900 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1157349 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -246074 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | 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 | 520000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19200 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 296661 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 391641 | CurrentTaxYearMinus1Year |
| Current Tax Year | 369025 | CurrentTaxYear |
| Total | 1596527 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 520000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19200 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 296661 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 391641 | CurrentTaxYearMinus1Year |
| Current Tax Year | 369025 | CurrentTaxYear |
| Total | 1596527 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 1596527 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1123534 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1766073 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1612562 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1606384 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1894380 | CurrentTaxYear |
| Total | 8002933 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 23306 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1104 | CurrentTaxYearMinus2Years |
| Current Tax Year | 9288 | CurrentTaxYear |
| Total | 33698 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 9633158 | TotalSupport |
| Gross Receipts From Admissions Etc | 160874 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.16570 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.19110 | PublicSupportPertcentPriorYear |
| Ten Percent Test Current Year | X | TenPercentTestCurrentYear |
| Facts And Circumstances Test | THE ORGANIZATION DOES NOT RECEIVE MORE THAN 33 1/3% OF ITS TOTAL SUPPORT FOR THE PERIOD FROM PUBLIC SOURCES. HOWEVER, THE ORGANIZATION DOES RECEIVE AT LEAST 10% OF ITS SUPPORT FROM THE GENERAL PUBLIC. FURTHER, ACCORDING TO APPLICABLE REGULATIONS, THE ORGANIZATION BELIEVES IT IS PUBLICLY SUPPORTED.THE FIRST PRONG OF THE TEST IS MET BECAUSE IN 2007, THE ORGANIZATION RECEIVED 20.701% OF ITS SUPPORT FROM THE PUBLIC. THE SECOND PRONG OF THE TEST IS MET BECAUSE THE ORGANIZATION MEETS OTHER FACTORS THAT TEND TO SHOW IT IS ORGANIZED AND OPERATED TO ATTRACT PUBLIC AND GOVERNMENTAL SUPPORT ON A CONTINUING BASIS.THE FIRST FACTOR TO CONSIDER WITH REGARD TO THE PUBLICLY SUPPORTED STATUS OF THE ORGANIZATION IS THE FACT THAT THE ORGANIZATION'S SUPPORT IS DERIVED FROM A REPRESENTATIVE NUMBER OF PERSONS AND ORGANIZATIONS, RATHER THAN FROM MEMBERS OF A SINGLE FAMILY. ALSO, THE ORGANIZATION'S GOVERNING BODY REPRESENTS THE BROAD INTERESTS OF THE PUBLIC RATHER THAN THE PRIVATE INTERESTS OF A LIMITED NUMBER OF DONORS. THE BROAD INTERESTS OF THE PUBLIC ARE SERVED BY THE GOVERNING BODY BECAUSE IT IS COMPRISED OF UNRELATED PERSONS WITH EXPERTISE IN THE ORGANIZATION'S FIELD OF OPERATION. MANY OF THE MEMBERS OF THE BOARD WORK IN PUBLIC SCHOOL SYSTEMS AS WELL AS PUBLICLY FUNDED UNIVERSITIES. OTHERS WORK FOR INTERNATIONALLY RECOGNIZED COMPANIES THAT PROVIDE EDUCATIONAL AND COMMUNICATION RESOURCES TO THE PUBLIC.THE FINAL FACTOR SUPPORTING THE ORGANIZATION'S PUBLICLY SUPPORTED STATUS IS THE FACT THAT ITS ACTIVITIES APPEAL TO PERSONS HAVING A BROAD COMMON INTEREST IN EDUCATION. THE ORGANIZATION PROVIDES EDUCATIONAL SERVICES BY WAY OF TELECOMMUNICATION SYSTEMS. EDUCATIONAL BROADBAND DISTRIBUTION FACILITIES ARE ESTABLISHED AND MAINTAINED IN VARIOUS LOCALITIES AROUND THE COUNTRY TO DISTRIBUTE PROGRAMMING TO A WIDE BASE OF INDIVIDUALS, PRIMARILY UNDERSERVED URBAN YOUTH.THE ORGANIZATION ALSO MAINTAINS FIVE INTERNET WEBSITES. TEACHERSFIRST.COM IS A FREE WEBSITE CREATED FOR THE EASY RETRIEVAL OF QUALITY K-12 EDUCATIONAL RESOURCES FOR USE IN CLASSROOMS AND FOR TEACHER PROFESSIONAL DEVELOPMENT. TEACHERSANDFAMILIES.COM IS A WEBSITE CREATED BY TEACHERS TO PROVIDE LEARNING OPPORTUNITIES FOR PRESCHOOL THROUGH HIGH SCHOOL STUDENTS AND TO OFFER INFORMATION TO ASSIST PARENTS IMPROVE LEARNING FOR THEIR CHILDREN. PRESCHOOLFIRST.COM IS A CURRICULUM RESOURCE AND ASSESSMENT TOOL TO TRACK THE LEARNING AND DEVELOPMENT OF CHILDREN FROM 0 TO 66 MONTHS OF AGE. GROWUPLEARNING.COM IS A WEBSITE FOR PARENTS TO HELP THEIR INFANT, TODDLER, OR PRESCHOOL CHILD GROW AND DEVELOP COGNITIVELY, PHYSICALLY, AND SOCIALLY THROUGH GROWUPLEARNING PLAY ACTIVITIES BUILT INTO THE REGULAR FAMILY ROUTINE AT HOME. SOURCEFORLEARNING.COM IS THE CORPORATE SITE FOR THE SOURCE FOR LEARNING, INC., AND PROVIDES INFORMATION ABOUT THE ORGANIZATION AND THE PRODUCTS AND SERVICES BEING OFFERED TO TEACHERS, STUDENTS AND PARENTS TO ENHANCE LEARNING. | FactsAndCircumstancesTest |
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
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 92881 | OtherCostOrOtherBasis |
| Depreciation | 72562 | Depreciation |
| Book Value | 20319 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 156368 | OtherCostOrOtherBasis |
| Depreciation | 23315 | Depreciation |
| Book Value | 133053 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 153372 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MUTUAL FUND | 12755326 | F |
| FIXED INCOME | 611561 | F |
| COMMON STOCK/OPTIONS | 2403604 | F |
| ALTERNATIVE INVESTMENT FUNDS | 748354 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 16518845 | TotalOfBookValueSecurities |
| Total Revenue | 3607465 | TotalRevenue |
| Total Expenses | 2450116 | TotalExpenses |
| Excess Or Deficit For Year | 1157349 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -157325 | NetUnrealizedGLOnInvestments |
| Investment Expenses | -88749 | InvestmentExpenses |
| Total Adjustments | -246074 | TotalAdjustments |
| Excess Or Deficit Per FS | 911275 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3375529 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -157325 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 14138 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | -143187 | RevenueNotRptdF990 |
| Revenue Subtotal | 3518716 | RevenueSubtotal |
| Investment Expenses Not Included | 88749 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 88749 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3607465 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2464254 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 14138 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 14138 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2450116 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2450116 | TotalExpensesPerForm990 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCHDIOCESE OF ST LOUIS | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4532 LINDELL BLVD | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 430653270 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 65389 | AmountOfCashGrant |
| Purpose Of Grant | EDUCATIONAL IMPROVEMENTS | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEVEN J GORSKI | |||||||||||||
| 183756 | 0 | 15313 | 0 | 0 | 0 | 55102 | 0 | 32418 | 0 | 286589 | 0 | 0 | 0 |
| DAVID SHIVELY | |||||||||||||
| 100101 | 0 | 5088 | 0 | 22000 | 0 | 13500 | 0 | 15909 | 0 | 156598 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1B | THE ORGANIZATION DOES NOT HAVE A WRITTEN POLICY FOR GUEST OR STAFF TRAVEL. THE ORGANIZATION DOES REQUIRE SUBSTANTIATION PRIOR TO REIMBURSING THE EMPLOYEE AND/OR BOARD MEMBER. THE REIMBURSEMENT OF GUEST TRAVEL WAS APPROVED BY THE BOARD. |
| PART I, LINE 7 | THE BOARD AUTHORIZES THE PRESIDENT/CEO TO DETERMINE BONUSES. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ANGELA RICHARDSON | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | FAMILY MEMBER OF STEVEN J. GORSKI, PRESIDENT/CEO | Relationship |
| Amount Of Transaction | 38566 | AmountOfTransaction |
| Description Of Transaction | INDEPENDENT CONTRACTOR | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD MEMBER WILLIAM J. HILSMAN IS THE FATHER OF BOARD MEMBER WILLIAM M. HILSMAN. | |
| FORM 990, PART VI, SECTION B, LINE 11 | PRIOR TO FILING, A COPY OF THE FORM 990 IS EMAILED TO EACH BOARD MEMBER. A CONFERENCE CALL IS HELD TO DISCUSS THE RETURN BEFORE BEING FILED. THE PRESIDENT AND THE CONTROLLER REVIEW THE FORM 990 PRIOR TO FILING. | |
| CONFLICT OF INTEREST POLICY - REVIEWED AND ACKNOWLEDGED ANNUALLY BY OFFICERS AND DIRECTORS. | FORM 990, PART VI, SECTION B, LINE 12C | |
| EXECUTIVE COMMITTEE REVIEW OF CONTRACT AND SALARY REQUIREMENTS BASED ON SALARY COMPARISON DATA PROVIDED BY INDEPENDENT SURVEY AND CONTEMPORANEOUS DOCUMENTATION OF THE DECISION WAS MADE BY THE COMMITTEE FOR THE PRESIDENT/CEO EMPLOYMENT CONTRACT. | FORM 990, PART VI, SECTION B, LINE 15A | |
| THE FORM 990 IS POSTED ON GUIDESTAR, COPIES ARE AVAILABLE UPON REQUEST. THE COPIES OF THE 990 AND FORM 1023 ARE AVAILABLE FOR REVIEW, UPON REQUEST. OTHER GOVERNING DOCUMENTS MAY BE AVAILABLE UPON REQUEST TO THE ORGANIZATION. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED LOSSES ON INVESTMENTS: -157,325. INVESTMENT EXPENSES: -88,749. TOTAL TO FORM 990, PART XI, LINE 5: -246,074. | FORM 990, PART XI, LINE 5: |
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