SPRINGBOARD NON-PROFIT CONSUMER CREDIT MANAGEMENT INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SPRINGBOARD NON-PROFIT CONSUMER CREDIT MANAGEMENT INC (EIN 33-0656671)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-10-07
- IRS object ID
- 201112809349300016
- Schema version
- 2010v3.4
- 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 | 2011-10-07T12:08:45-04:00 | 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 | WilsonMorgan LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1920 Main Street Suite 950 | AddressLine1 |
| City | Irvine | City |
| State | CA | State |
| ZIP Code | 926148216 | 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 | 330656671 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPRINGBOARD NONPROFIT CONSUMER | BusinessNameLine1 |
| Business Name Line2 | CREDIT MANAGEMENT INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SPRI | NameControl |
| Phone | 9517797724 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4351 LATHAM STREET | AddressLine1 |
| City | RIVERSIDE | City |
| State | CA | State |
| ZIP Code | 925011749 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TODD EMERSON | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 9517797724 | Phone |
| Date Signed | 2011-09-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAYSON M MORGAN | Name |
| Phone | 9494287400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | TODD EMERSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4351 LATHAM STREET | AddressLine1 |
| City | RIVERSIDE | City |
| State | CA | State |
| ZIP Code | 92501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 18746307 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CREDIT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1974 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE CREDIT EDUCATION, PROMOTE FINANCIAL LITERACY AND ASSIST INDIVIDUALS AND FAMILIES IN FINANCIAL DIFFICULTY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 326 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | -7910 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -8947 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 11225648 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8541290 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5862211 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9929372 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 49841 | InvestmentIncomePriorYear |
| Investment Income Current Year | 27344 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 152131 | OtherRevenuePriorYear |
| Other Revenue Current Year | 228317 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17289831 | TotalRevenuePriorYear |
| Total Revenue Current Year | 18726323 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11147548 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12245569 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 662267 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5091720 | OtherExpensePriorYear |
| Other Expenses Current Year | 6274769 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16239268 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18520338 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1050563 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 205985 | RevenuesLessExpensesCY |
| Total Assets BOY | 11676256 | TotalAssetsBOY |
| Total Assets EOY | 12310204 | TotalAssetsEOY |
| Total Liabilities BOY | 3766444 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4135460 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7909812 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8174744 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO IMPROVE THE LIVES AND FINANCIAL WELL-BEING OF INDIVIDUALS AND FAMILIES BY PROVIDING QUALITY FINANCIAL EDUCATION AND COUNSELING. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1875080 | Expense |
| Revenue | 3514198 | Revenue |
| Description | BANKRUPTCY PRE-PETITION BUDGET AND CREDIT COUNSELING: SPRINGBOARD WAS APPROVED IN SEPTEMBER OF 2005 BY THE EXECUTIVE OFFICE FOR THE UNITED STATES TRUSTEES ('"EOUST") TO PROVIDE REQUIRED PRE-PETITION CREDIT COUNSELING UNDER THE BANKRUPTCY ABUSE PREVENTION AND CONSUMER PROTECTION ACT (THE "BAPCPA"). SPRINGBOARD WAS ONE OF THE FIRST FIVE AGENCIES APPROVED BY THE EOUST TO OFFER NATIONWIDE PRE-BANKRUPTCY COUNSELING FOR INDIVIDUALS CONSIDERING BANKRUPTCY, BEGINNING IN OCTOBER 2005, WHEN THE BAPCPA TOOK EFFECT. UNDER THE LAW, MOST DEBTORS MUST OBTAIN BUDGET ANALYSIS AND CREDIT COUNSELING, INCLUDING A CERTIFICATE OF COMPLETION, PRIOR TO FILING FOR BANKRUPTCY. THIS TYPE OF COUNSELING IS A LANDMARK OPPORTUNITY TO ASSIST AND EDUCATE INDIVIDUALS WHO, AT THIS POINT IN THEIR FINANCIAL LIVES, CLEARLY NEED A BUDGET ANALYSIS AS WELL AS EXPLORATION OF THEIR OPTIONS SO THAT THEY CAN CAREFULLY CONSIDER THE ACTIONS THEY DECIDE TO TAKE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1879906 | Expense |
| Revenue | 5644175 | Revenue |
| Description | COUNSELING AND EDUCATION SERVICES INCLUDE: BUDGET COUNSELING; EDUCATIONAL PROGRAMS, SEMINARS AND MATERIALS FOR FINANCIALLY DISTRESSED CONSUMERS TO ASSIST WITH MONEY MANAGEMENT, DEBT EDUCATION, AND UNDERSTANDING CREDIT; PRE-BANKRUPTCY COUNSELING; PRE-DISCHARGE DEBTOR EDUCATION; REVERSE MORTGAGE AND HOUSING COUNSELING; FORECLOSURE PREVENTION HOUSING COUNSELING; AND GENERAL CREDIT AND DEBT COUNSELING. SPRINGBOARD'S SERVICES ARE FREE, WITH THE EXCEPTION OF PRE-BANKRUPTCY COUNSELING, PRE-DISCHARGE DEBTOR EDUCATION, AND REVERSE MORTGAGE COUNSELING, FOR WHICH A MINIMAL CHARGE IS MADE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4176889 | Expense |
| Revenue | 5568290 | Revenue |
| Description | HOUSING EDUCATION: SPRINGBOARD IS CERTIFIED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT ("HUD") AS A COMPREHENSIVE HOUSING COUNSELING AGENCY AND IS ONE OF THE NATION'S LEADING NONPROFIT COUNSELING AGENCIES HELPING TROUBLED HOMEOWNERS SEEK SOLUTIONS TO FORECLOSURE. THE AGENCY IS A HUD APPROVED MULTI-STATE ORGANIZATION. SPRINGBOARD IS ONE OF THE THREE ORIGINAL NONPROFIT AGENCY PARTNERS OF THE HOMEOWNERSHIP PRESERVATION FOUNDATION, AND PROVIDES COUNSELING TO DISTRESSED HOMEOWNERS NATIONWIDE, SEVEN DAYS A WEEK, 24 HOURS PER DAY. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 3740120 | 3744000 | PROGRAM ADMINISTRATION |
| 2601744 | 334592 | OTHER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 6341864 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 4078592 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 14273739 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 31 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 326 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TODD EMERSON | NamePerson |
| Telephone Number | 9517797724 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4351 LATHAM STREET | AddressLine1 |
| City | RIVERSIDE | City |
| State | CA | State |
| ZIP Code | 92501 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Key EmployeeKeyEmployee | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| SONNY SARABIA | ||||||||
| DIRECTOR | 60.0 | X | X | 0 | 0 | 13000 | ||
| MEREDITH CHILLEMI | ||||||||
| DIRECTOR/SECRETARY | 1.0 | X | 0 | 0 | 0 | X | ||
| ETHAN HORN | ||||||||
| DIRECTOR/TREASURY | 1.0 | X | 0 | 0 | 0 | X | ||
| STEVEN WRIGHT | ||||||||
| DIRECTOR/CHAIRMAN | 1.0 | X | 0 | 0 | 0 | |||
| CURTIS PARADZICK | ||||||||
| DIRECTOR/VICE CHAIR | 1.0 | X | 0 | 0 | 0 | |||
| STACIE ANCTIL | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| SUSAN CONJURSKI | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| STEVEN CLARK | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| MICHAEL FRASCHILLA | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| DENIS GITSCHIER | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| TODD EMERSON | ||||||||
| PRESIDENT/CEO | 60.0 | X | 303760 | 0 | 96992 | X | X | |
| MARLISA HODGIN | ||||||||
| CFO | 60.0 | X | 169879 | 0 | 18818 | X | ||
| AARON HORVATH | ||||||||
| SR. VP STRATEGIC DEVELOPMENT | 60.0 | X | 215981 | 0 | 6788 | X | ||
| JUSTIN WALLER | ||||||||
| SR. VP OPERATIONS | 60.0 | X | 157205 | 0 | 3240 | X | ||
| MELINDA OPPERMAN | ||||||||
| SR. VP COMMUNITY OUTREACH | 60.0 | X | 115377 | 0 | 3142 | |||
| LYLE LANSDELL | ||||||||
| SR. VP FINANCE | 60.0 | X | 58438 | 0 | 0 | |||
| DIANNE WILKMAN | ||||||||
| FUND DEVELOPMENT/PUBLIC POLICY | 60.0 | X | 108823 | 0 | 14497 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1129463 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 156477 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| APPLEONE EMPLOYMENT SERVICES | |||||
| 327 W BROADWAY | GLENDALE | CA | 91204 | STAFFING | 1447440 |
| SPERIDIAN TECHNOLOGIES LLC | |||||
| 2021 GIRARD BLVD SE 200 | ALBUQUERQUE | NM | 87106 | PROGRAMMING SERVICES | 1362303 |
| HEALTHNET | |||||
| FILE 52617 | LOS ANGELES | CA | 90074 | HEALTH SERVICES | 609143 |
| ACCOUNTEMPS | |||||
| 2613 CAMINO RAMON | SAN RAMON | CA | 94583 | STAFFING | 311825 |
| KAISER PERMANENTE | |||||
| FILE 5915 | LOS ANGELES | CA | 90074 | HEALTH SERVICES | 192131 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Government Grants | 970710 | GovernmentGrants |
| All Other Contributions | 7570580 | AllOtherContributions |
| Total Contributions | 8541290 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PRE-BANKRUPTCY SESSION | 611600 | 2247535 | 2247535 |
| DEBTOR EDUCATION SESSION | 611600 | 1266663 | 1266663 |
| FEES EARNED | 611600 | 4844125 | 4844125 |
| FAIR SHARE REVENUE | 611600 | 1033019 | 1033019 |
| LOCAL GRANTS | 611600 | 538030 | 538030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9929372 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27344 | TotalRevenueColumn |
| Exclusion | $27,344 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 50000 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 12074 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 19984 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -7910 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -7910 | TotalRevenueColumn |
| Unrelated Business Revenue | -7910 | UnrelatedBusinessRevenue |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 186227 | TotalRevenueColumn |
| Related Or Exempt Function Income | 186227 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 186227 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18726323 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10115599 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -7910 | UnrelatedBusinessRevenue |
| Exclusion | $27,344 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1129462 | Total |
| Program Services | 903570 | ProgramServices |
| Management And General | 169419 | ManagementAndGeneral |
| Fundraising | 56473 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11116107 | Total |
| Program Services | 9301730 | ProgramServices |
| Management And General | 1360783 | ManagementAndGeneral |
| Fundraising | 453594 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 302213 | Total |
| Program Services | 178448 | ProgramServices |
| Management And General | 113864 | ManagementAndGeneral |
| Fundraising | 9901 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 854426 | Total |
| Program Services | 806201 | ProgramServices |
| Management And General | 48225 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 360083 | Total |
| Program Services | 324120 | ProgramServices |
| Management And General | 21578 | ManagementAndGeneral |
| Fundraising | 14385 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 503739 | Total |
| Program Services | 413428 | ProgramServices |
| Management And General | 90311 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 598822 | Total |
| Program Services | 482631 | ProgramServices |
| Management And General | 116191 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 467421 | Total |
| Program Services | 126318 | ProgramServices |
| Management And General | 213189 | ManagementAndGeneral |
| Fundraising | 127914 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144245 | Total |
| Program Services | 93759 | ProgramServices |
| Management And General | 50486 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 879245 | Total |
| Program Services | 571509 | ProgramServices |
| Management And General | 307736 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37807 | Total |
| Program Services | 28355 | ProgramServices |
| Management And General | 9452 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| LEASED EQUIPMENT | 31070 | 21257 | 9813 |
| BANK CHARGES | 223300 | 200403 | 22897 |
| REPAIRS & MAINTENANCE | 581414 | 422530 | 158884 |
| STAFF DEVELOPMENT | 93524 | 81544 | 11980 |
| DUES & SUBSCRIPTIONS | 90617 | 72494 | 18123 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1106843 | Total |
| Program Services | 245442 | ProgramServices |
| Management And General | 861401 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18520338 | Total |
| Program Services | 14273739 | ProgramServices |
| Management And General | 3584332 | ManagementAndGeneral |
| Fundraising | 662267 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2086305 | BOY |
| EOY | 1815850 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1191550 | BOY |
| EOY | 340880 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2063837 | BOY |
| EOY | 3235404 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Accounts Receivable | AccountsReceivable |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75298 | BOY |
| EOY | 64621 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 8557304 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3619233 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4460487 | BOY |
| EOY | 4938071 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1495824 | BOY |
| EOY | 1548913 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7504 | BOY |
| EOY | 7321 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 295451 | BOY |
| EOY | 359144 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11676256 | BOY |
| EOY | 12310204 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1367451 | BOY |
| EOY | 1814021 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 466580 | BOY |
| EOY | 329133 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1256800 | BOY |
| EOY | 1243549 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 675613 | BOY |
| EOY | 748757 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3766444 | BOY |
| EOY | 4135460 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7909812 | BOY |
| EOY | 8174744 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7909812 | BOY |
| EOY | 8174744 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11676256 | BOY |
| EOY | 12310204 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 205985 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 58947 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2540317 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4149220 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7962734 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11225648 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8955229 | CurrentTaxYear |
| Total | 34833148 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4377589 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4739201 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5471301 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5862211 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9391342 | CurrentTaxYear |
| Total | 29841644 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6917906 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8888421 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13434035 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17087859 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18346571 | CurrentTaxYear |
| Total | 64674792 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4237935 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4649280 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5336127 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5690834 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6102681 | CurrentTaxYear |
| Total | 26016857 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4237935 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4649280 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5336127 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5690834 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6102681 | CurrentTaxYear |
| Total | 26016857 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 38657935 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 64770 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 103686 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 83336 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 49841 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27344 | CurrentTaxYear |
| Total | 328977 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 64770 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 103686 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 83336 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 49841 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27344 | CurrentTaxYear |
| Total | 328977 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6982676 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8992107 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13517371 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17137700 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18373915 | CurrentTaxYear |
| Total | 65003769 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.59470 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.53370 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00506 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00650 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 400000 | OtherCostOrOtherBasis |
| Book Value | 400000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 2462394 | OtherCostOrOtherBasis |
| Depreciation | 567607 | Depreciation |
| Book Value | 1894787 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 457627 | OtherCostOrOtherBasis |
| Depreciation | 135363 | Depreciation |
| Book Value | 322264 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 766373 | OtherCostOrOtherBasis |
| Depreciation | 394061 | Depreciation |
| Book Value | 372312 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4279486 | OtherCostOrOtherBasis |
| Depreciation | 2330778 | Depreciation |
| Book Value | 1948708 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4938071 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED COMPENSATION | $316,839 |
| DERIVATIVE LIABILITY | $121,367 |
| CAPITAL LEASE OBLIGATIONS | $310,551 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 748757 | TotalOfAmounts |
| Total Revenue | 18726323 | TotalRevenue |
| Total Expenses | 18520338 | TotalExpenses |
| Excess Or Deficit For Year | 205985 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 58948 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 58948 | TotalAdjustments |
| Excess Or Deficit Per FS | 264933 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 18805000 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 58948 | NetUnrealizedGainsInvestments |
| Other Revenues | 19729 | OtherRevenues |
| Revenue Not Rptd F990 | 78677 | RevenueNotRptdF990 |
| Revenue Subtotal | 18726323 | RevenueSubtotal |
| Total Revenue Per Form990 | 18726323 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 18540000 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 19662 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 19662 | ExpensesNotRptdF990 |
| Expenses Subtotal | 18520338 | ExpensesSubtotal |
| Total Expenses Per Form990 | 18520338 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART IV, LINE 2B | CLIENTS' FUNDS HELD IN TRUST $329,133. |
| SCHEDULE D, PAGE 2, VI - OTHER ASSET CLASS DETAIL: | FURNITURE & EQUIPMENT COSTS 469,138 AUTOMOBILES COSTS 125,538 CAPITAL LEASE COSTS 774,398 SOFTWARE COSTS 3,101,835 ========== TOTAL 4,470,909 FURNITURE & EQUIPMENT ACCUM DEPR <190,598> AUTOMOBILES ACCUM DEPR <56,972> CAPITAL LEASE ACCUM DEPR <347,519> SOFTWARE ACCUM DEPR <1,913,554> ============ TOTAL <2,508,643> |
| SCHEDULE D, PAGE 4, PART XII: | UNREALIZED GAIN 58,948 RENTAL EXPENSE 19,984 ROUNDING ADJUSTMENT 255 |
| SCHEDULE D, PART 4, PART XIII: | RENTAL EXPENSE 19,984 ROUNDING ADJUSTMENT 322 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TODD EMERSON | |||||||||||||
| 303760 | 0 | 0 | 0 | 0 | 0 | 95408 | 0 | 1584 | 0 | 400752 | 0 | 0 | 0 |
| MARLISA HODGIN | |||||||||||||
| 169879 | 0 | 0 | 0 | 0 | 0 | 0 | 1562 | 1562 | 17256 | 171441 | 18818 | 0 | 0 |
| AARON HORVATH | |||||||||||||
| 215981 | 0 | 0 | 0 | 0 | 0 | 5204 | 0 | 1584 | 0 | 222769 | 0 | 0 | 0 |
| JUSTIN WALLER | |||||||||||||
| 157205 | 0 | 0 | 0 | 0 | 0 | 1896 | 0 | 1344 | 0 | 160445 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I, LINE 1A FIRST CLASS AIR TRAVEL: | Identifier |
| Explanation | FIRST CLASS FLIGHTS WERE AVAILABLE TO THE COMPANY CEO FOR THE PURPOSE OF BUSINESS NECESSITATED TRAVEL INVOLVING FLIGHT TIMES OF 2.5 HOURS OR MORE. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11: | PRIOR TO FILING, SPRINGBOARD'S FORM 990 IS REVIEWED INTERNALLY BY THE CFO, AS WELL AS BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM. ONCE THESE REVIEWS ARE COMPLETE, ONE OF TWO PROCEDURES IS FOLLOWED: A. COPIES OF THE FORM 990 ARE GIVEN TO THE BOARD MEMBERS FOR REVIEW PRIOR TO THE ANNUAL MEETING. AT THE ANNUAL MEETING, FORM 990 IS DISCUSSED AND ANY QUESTIONS OR COMMENTS ARE ADDRESSED; OR B. A COPY OF THE FORM 990 IS GIVEN TO EACH BOARD MEMBER WITH A NOTICE THAT INFORMS THE BOARD MEMBER THEY SHALL HAVE A WEEK TO REVIEW THE FORM 990 AND TO SUBMIT ANY QUESTIONS OR COMMENTS TO THE CFO OR THE CEO. THESE QUESTIONS OR COMMENTS ARE THEN ADDRESSED AND CIRCULATED TO THE BOARD MEMBERS, UNLESS THE BOARD CHAIR REQUESTS THAT A BOARD MEETING BE CONVENED AT WHICH ANY AND ALL QUESTIONS OR COMMENTS CAN BE ADDRESSED. |
| FORM 990, PART VI, SECTION B, LINE 12C: | EACH BOARD MEMBER IS REQUIRED TO COMPLETE A CONFLICT FORM ANNUALLY. THE FORM CONTAINS THE COMPANY'S CONFLICTS POLICY, AS WELL AS AN AREA IN WHICH THE BOARD MEMBER DISCLOSES ANY AND ALL ORGANIZATIONS IN WHICH THE MEMBER IS A BOARD MEMBER, COMMITTEE MEMBER OR AN EMPLOYEE. ADDITIONALLY, THE MEMBER IS REQUIRED TO CERTIFY THAT, EXCEPT AS DESCRIBED IN THE FORM, THEY ARE NOT AND HAVE NOT IN THE PAST YEAR BEEN: 1.) A PARTICIPANT, DIRECTLY OR INDIRECTLY, IN ANY ARRANGEMENT, AGREEMENT, INVESTMENT, OR OTHER ACTIVITY WITH ANY VENDOR, SUPPLIER, OR OTHER PARTY DOING BUSINESS WITH SPRINGBOARD WHICH HAS RESULTED OR COULD RESULT IN PERSONAL BENEFIT TO ME. 2.) A RECIPIENT, DIRECTLY OR INDIRECTLY, OF ANY SALARY PAYMENTS OR LOANS OR GIFTS OF ANY KIND OR ANY FREE SERVICE OR DISCOUNTS OR OTHER FEES FROM OR ON BEHALF OF ANY PERSON OR ORGANIZATION ENGAGED IN ANY TRANSACTION WITH SPRINGBOARD. KEY EMPLOYEES REVIEW THE EMPLOYEE CONFLICTS OR INTEREST POLICY ANNUALLY AND ARE REQUIRED TO ANNUALLY CERTIFY THAT THEY HAVE REPORTED IN WRITING ANY CIRCUMSTANCE THAT, SINCE THEIR LAST EXECUTION OF THE POLICY, DID OR MAY HAVE INVOLVED A CONFLICT OF INTEREST IN THE CONDUCT OF SPRINGBOARD'S BUSINESS, OR MAYBE HAVE CREATED THE APPEARANCE OF INVOLVING A CONFLICT OR IMPROPRIETY. THE KEY EMPLOYEE IS ALSO REQUIRED TO ATTACH TO THE SIGNED POLICY A COPY OF THE WRITING DISCLOSING THE POTENTIAL CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION PROCESS FOR OFFICERS RANGES FOR THE COMPENSATION FOR OFFICERS AND KEY EMPLOYEES ARE PERIODICALLY ESTABLISHED BY A BOARD COMPENSATION COMMITTEE. THIS COMMITTEE TAKES INTO CONSIDERATION A NUMBER OF FACTORS INCLUDING: (1) AN INDEPENDENT COMPENSATION STUDY OBTAINED BY THE COMPANY; (2) THE 990S OF OTHER SIMILAR ORGANIZATIONS; (3) INTERNALLY COMPLETED COMPENSATION STUDIES. ANNUAL COMPENSATION AND ANY MERIT INCREASES JUSTIFIED BY PERFORMANCE ARE RECOMMENDED BY THE EMPLOYEE'S DIRECT SUPERVISOR; HOWEVER, THEY ARE SUBJECT TO FINAL APPROVAL BY THE CEO, PROVIDED THEY ARE WITHIN THE COMPENSATION RANGES ESTABLISHED BY THE COMMITTEE. |
| FORM 990, PART VI, SECITON C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC BY WRITTEN REQUEST. |
| FORM 990 PART IV, LINE 2B | CLIENTS' FUNDS HELD IN TRUST $329,133. |
| SCHEDULE D, PAGE 2, VI - OTHER ASSET CLASS DETAIL: | FURNITURE & EQUIPMENT COSTS 469,138 AUTOMOBILES COSTS 125,538 CAPITAL LEASE COSTS 774,398 SOFTWARE COSTS 3,101,835 ========== TOTAL 4,470,909 FURNITURE & EQUIPMENT ACCUM DEPR <190,598> AUTOMOBILES ACCUM DEPR <56,972> CAPITAL LEASE ACCUM DEPR <347,519> SOFTWARE ACCUM DEPR <1,913,554> ============ TOTAL <2,508,643> |
| SCHEDULE D, PAGE 4, PART XII: | UNREALIZED GAIN 58,948 RENTAL EXPENSE 19,984 ROUNDING ADJUSTMENT 255 |
| SCHEDULE D, PART 4, PART XIII: | RENTAL EXPENSE 19,984 ROUNDING ADJUSTMENT 322 |
| SCHEDULE J, PART 1A, CLASS AIR TRAVEL: | FIRST CLASS FLIGHTS WERE AVAILABLE TO THE COMPANY CEO FOR THE PURPOSE OF BUSINESS NECESSITATED TRAVEL INVOLVING FLIGHT TIMES OF 2.5 HOURS OR MORE. |