EPISCOPAL RELIEF AND DEVELOPMENT: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- EPISCOPAL RELIEF AND DEVELOPMENT (EIN 73-1635264)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-31
- IRS object ID
- 201122439349300307
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-31T10:33:24-04:00 | 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 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 666 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100174011 | 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 | 731635264 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Episcopal Relief and Development | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EPIS | NameControl |
| Phone | 8003347626 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 Second Avenue | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Esther Cohen | Name |
| Title | Chief Operating Officer | Title |
| Phone | 8003347626 | Phone |
| Date Signed | 2011-08-30 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125990100 | 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) |
|---|---|---|
| Name Of Principal Officer Person | robert w radtke | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 second avenue | AddressLine1 |
| City | new york | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 33702144 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.er-d.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2002 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | EPISCOPAL RELIEF & DEVELOPMENT CORP (ERD) IS A COMPASSIONATE RESPONSE OF THE EPISCOPAL CHURCH TO HUMAN SUFFERING IN THE WORLD. ERD'S MAJOR PROGRAMS FOCUS ON FOOD SECURITY, HEALTH CARE, AND EMERGENCY RELIEF. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 39 | TotalNbrEmployees |
| Total Nbr Volunteers | 120 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 16993111 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 31714650 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -894147 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1160210 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 35498 | OtherRevenuePriorYear |
| Other Revenue Current Year | 50600 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 16134462 | TotalRevenuePriorYear |
| Total Revenue Current Year | 32925460 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 13259873 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 17551085 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3401796 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3837842 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 297537 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 236749 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1752406 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2691480 | OtherExpensePriorYear |
| Other Expenses Current Year | 3168691 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 19650686 | TotalExpensesPriorYear |
| Total Expenses Current Year | 24794367 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3516224 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 8131093 | RevenuesLessExpensesCY |
| Total Assets BOY | 24693341 | TotalAssetsBOY |
| Total Assets EOY | 32410817 | TotalAssetsEOY |
| Total Liabilities BOY | 2619996 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1255309 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 22073345 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 31155508 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | EPISCOPAL RELIEF & DEVELOPMENT IS THE COMPASSIONATE RESPONSE OF THE EPISCOPAL CHURCH TO HUMAN SUFFERING IN THE WORLD. HEARING GOD'S CALL TO SEEK AND SERVE CHRIST IN ALL PERSONS AND TO RESPECT THE DIGNITY OF EVERY HUMAN BEING, EPISCOPAL RELIEF & DEVELOPMENT SERVES TO BRING TOGETHER THE GENEROSITY OF EPISCOPALIANS AND OTHERS WITH THE NEEDS OF THE WORLD. EPISCOPAL RELIEF & DEVELOPMENT FAITHFULLY ADMINISTERS THE FUNDS THAT ARE RECEIVED FROM THE CHURCH AND RAISED FROM OTHER SOURCES. IT PROVIDES RELIEF IN TIMES OF DISASTER AND PROMOTES SUSTAINABLE DEVELOPMENT BY IDENTIFYING AND ADDRESSING THE ROOT CAUSES OF SUFFERING. EPISCOPAL RELIEF & DEVELOPMENT CHERISHES ITS PARTNERSHIPS WITHIN THE ANGLICAN COMMUNION, WITH ECUMENICAL BODIES AND WITH OTHERS WHO SHARE A COMMON VISION FOR JUSTICE AND PEACE AMONG ALL PEOPLE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 10949153 | Expense |
| Grants | 6979629 | Grants |
| Revenue | 0 | Revenue |
| Description | Primary Health Care: This program promotes health and fights disease, ensuring that children and families live healthier lives. Globally, we work in partnership with local communities to provide access to treatment, medicines, clean water, safe environments, prevention education and care to vulnerable people, such as mothers and their children. Primary Health care programs consisted of the following: - Educate and train communities and local health workers on preventable illnesses and proper sanitation practices. - Provide people access to basic health care by supplying immunizations, medicine and treatment in vulnerable communities. - Build clean water systems and sanitation systems to ensure a safe and available water supply for drinking and bathing. - Protect people from contracting infectious diseases such as HIV/AIDS and malaria through training, prevention education, delivery of insecticide-treated nets and care for people directly impacted by these diseases. - Supply families with smokeless stoves to prevent respiratory illnesses. - Support clinics and hospitals in crisis settings. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7711040 | Expense |
| Grants | 6061622 | Grants |
| Revenue | 0 | Revenue |
| Description | Emergency Relief and Rebuilding: This program provides critical disaster relief assistance immediately after human-made and natural disasters such as hurricanes, earthquakes, floods and war around the world and helps communities rebuild. In the United States, the Organization responds to devastated communities after the immediate crisis is over. Emergency Relief and Rebuilding programs consisted of the following: - Deliver life-saving supplies, such as medicine, blankets and food supplies, and provide shelter to children, women and other vulnerable people. - Rebuild devastated areas and work with local communities to assess long term development needs and implement these recovery plans including providing assistance in rebuilding homes, schools, health clinics, water systems, and training people to start small businesses. - Support domestic disaster response programs in collaboration with local Episcopal dioceses to help marginalized, impoverished and distressed people recover. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3720733 | Expense |
| Grants | 3245399 | Grants |
| Revenue | 0 | Revenue |
| Description | Food Security: This program works to alleviate hunger and improve the food supply by ensuring that people have the tools to access and secure healthy food sources. Our programs make sure families have enough food to eat on a daily basis and that food supplies are available, affordable and accessible. Food Security programs consisted of the following: - Equip people with knowledge, skills, tools, animals and improved seeds to ensure their families have enough food to eat year round. - Provide vocational training and micro-finance opportunities for people to create small businesses and expand sources of income. - Give families healthy animals which produce food and income. The organization received donated services of $155,519 from outside third party organizations. This amount has been removed from program service expenses as required by the Form 990. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 22380926 | 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 | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 19 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 39 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | GH | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 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 | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ESTHER COHEN | NamePerson |
| Telephone Number | 2127166122 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 SECOND AVENUE | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 100174503 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 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 |
|---|---|---|---|---|---|---|---|
| Robert W Radtke | |||||||
| President | 40.0 | X | X | 226876 | 0 | 53872 | |
| Katharine Jefferts Schori | |||||||
| Board Member | 1.0 | X | 0 | 257194 | 91062 | ||
| N Kurt Barnes | |||||||
| Board Member | 1.0 | X | 0 | 186838 | 41823 | ||
| Linda E Watt | |||||||
| Board Member | 1.0 | X | 0 | 204500 | 34153 | ||
| J Tucker Moodey | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Sharon Hilpert | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Pearl Chin | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Robert J O'Neill | |||||||
| Chairman | 1.0 | X | X | 0 | 0 | 0 | |
| Steven W Duff | |||||||
| Vice Chair | 1.0 | X | X | 0 | 0 | 0 | |
| Rev Karen Brown Montagno | |||||||
| Secretary | 1.0 | X | X | 0 | 0 | 0 | |
| William S Reese | |||||||
| Treasurer | 1.0 | X | X | 0 | 0 | 0 | |
| C Jill Oettinger | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Catherine George | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Flo McAfee | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Nelson Famadas | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| John Sidebotham | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Luther Ott | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Robert W Jenkins | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Dena A Harrison | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Terry Lawver | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Abagail Nelson | |||||||
| Senior Vice President, Program | 40.0 | X | 139007 | 0 | 44712 | ||
| Esther Cohen | |||||||
| Chief Operating Officer | 40.0 | X | 153220 | 0 | 27438 | ||
| Shaun Walsh | |||||||
| Executive Director-NetsforLife | 40.0 | 138147 | 0 | 27427 | X | ||
| Kirsten Laursen Muth | |||||||
| Senior Program Director Asia | 40.0 | 115012 | 0 | 28201 | X | ||
| Brian Sellers-Petersen | |||||||
| Director, Church Engagement | 40.0 | 113804 | 0 | 41919 | X | ||
| Meg Deronghe | |||||||
| Director Bus Dev Nets for Life | 40.0 | 102169 | 0 | 38570 | X | ||
| Malaika Kamunanwire | |||||||
| Senior Director Marketing | 40.0 | 109249 | 0 | 27364 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1097484 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 648532 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 456541 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| AB Data Direct Marketing Services | |||||
| PO Box 170062 | MILWAUKEE | WI | 53217 | Fundraising Consult | 116950 |
| The Konterra Group | |||||
| 700 12th Street NW | WASHINGTON | DC | 20005 | Consulting | 193462 |
| GMMB | |||||
| 100 Wisconsin Avenue NW | WASHINGTON | DC | 20007 | Fundraising Consult | 102749 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Related Organizations | 284153 | RelatedOrganizations |
| Government Grants | 1525131 | GovernmentGrants |
| All Other Contributions | 29905366 | AllOtherContributions |
| Total Contributions | 31714650 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 285905 | TotalRevenueColumn |
| Exclusion | $285,905 | 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 | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1650989 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 776684 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 874305 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 874305 | TotalRevenueColumn |
| Exclusion | $874,305 | ExclusionAmount |
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 INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 50600 | TotalRevenueColumn |
| Exclusion | $50,600 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 50600 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 32925460 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,210,810 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2622242 | Total |
| Program Services | 2622242 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14928843 | Total |
| Program Services | 14928843 | ProgramServices |
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 | 519103 | Total |
| Program Services | 377689 | ProgramServices |
| Management And General | 36597 | ManagementAndGeneral |
| Fundraising | 104817 | 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 | 2452084 | Total |
| Program Services | 1783975 | ProgramServices |
| Management And General | 173015 | ManagementAndGeneral |
| Fundraising | 495094 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 195805 | Total |
| Program Services | 136210 | ProgramServices |
| Management And General | 17290 | ManagementAndGeneral |
| Fundraising | 42305 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 470938 | Total |
| Program Services | 283125 | ProgramServices |
| Management And General | 102084 | ManagementAndGeneral |
| Fundraising | 85729 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 199912 | Total |
| Program Services | 143068 | ProgramServices |
| Management And General | 13857 | ManagementAndGeneral |
| Fundraising | 42987 | Fundraising |
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 | 81846 | Total |
| Program Services | 81846 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63463 | Total |
| Program Services | 42482 | ProgramServices |
| Management And General | 20981 | ManagementAndGeneral |
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 | 236749 | Total |
| Fundraising | 236749 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106483 | Total |
| Program Services | 106483 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 566755 | Total |
| Program Services | 507206 | ProgramServices |
| Management And General | 10785 | ManagementAndGeneral |
| Fundraising | 48764 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68694 | Total |
| Program Services | 6713 | ProgramServices |
| Management And General | 24 | ManagementAndGeneral |
| Fundraising | 61957 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 959281 | Total |
| Program Services | 253111 | ProgramServices |
| Management And General | 153593 | ManagementAndGeneral |
| Fundraising | 552577 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54264 | Total |
| Program Services | 54264 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 777361 | Total |
| Program Services | 692007 | ProgramServices |
| Management And General | 42998 | ManagementAndGeneral |
| Fundraising | 42356 | 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 | 214236 | Total |
| Program Services | 193535 | ProgramServices |
| Management And General | 11048 | ManagementAndGeneral |
| Fundraising | 9653 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110053 | Total |
| Program Services | 65626 | ProgramServices |
| Management And General | 25442 | ManagementAndGeneral |
| Fundraising | 18985 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41036 | Total |
| Program Services | 5417 | ProgramServices |
| Management And General | 35619 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| TELEPHONE | 80529 | 68799 | 3553 | 8177 |
| BANK CHARGES | 41820 | 27994 | 13826 | |
| RESOURCE AND REFERENCE | 2870 | 291 | 323 | 2256 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24794367 | Total |
| Program Services | 22380926 | ProgramServices |
| Management And General | 661035 | ManagementAndGeneral |
| Fundraising | 1752406 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4504061 | BOY |
| EOY | 12320525 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6033133 | BOY |
| EOY | 4629308 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Accounts Receivable | AccountsReceivable |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106382 | BOY |
| EOY | 2793 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 216580 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 154030 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87295 | BOY |
| EOY | 62550 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13587652 | BOY |
| EOY | 15007128 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 374818 | BOY |
| EOY | 388513 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24693341 | BOY |
| EOY | 32410817 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2163335 | BOY |
| EOY | 635803 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 456661 | BOY |
| EOY | 619506 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2619996 | BOY |
| EOY | 1255309 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11538856 | BOY |
| EOY | 12656936 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9734461 | BOY |
| EOY | 17684849 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 800028 | BOY |
| EOY | 813723 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22073345 | BOY |
| EOY | 31155508 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24693341 | BOY |
| EOY | 32410817 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 8131093 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 951070 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
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 | 13354355 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17288697 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25686707 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17119110 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31714650 | CurrentTaxYear |
| Total | 105163519 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13354355 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17288697 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25686707 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17119110 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31714650 | CurrentTaxYear |
| Total | 105163519 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 8190189 | AmountsSubstContributorsTotal |
| Public Support Total170 | 96973330 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2586088 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 939726 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 198070 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 131847 | CurrentTaxYearMinus1Year |
| Current Tax Year | 285905 | CurrentTaxYear |
| Total | 4141636 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35498 | CurrentTaxYearMinus1Year |
| Current Tax Year | 50600 | CurrentTaxYear |
| Total | 86098 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 109391253 | TotalSupport |
| Public Support Pertcentage170 | 0.88648 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.89311 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13587652 | BeginningOfYearBalance |
| Contributions | 295513 | Contributions |
| Investment Earnings Or Losses | 2087478 | InvestmentEarningsOrLosses |
| Other Expenditures | 857032 | OtherExpenditures |
| Administrative Expenses | 106483 | AdministrativeExpenses |
| End Of Year Balance | 15007128 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11060765 | BeginningOfYearBalance |
| Contributions | 494088 | Contributions |
| Investment Earnings Or Losses | 2912448 | InvestmentEarningsOrLosses |
| Other Expenditures | 879649 | OtherExpenditures |
| End Of Year Balance | 13587652 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 18175051 | BeginningOfYearBalance |
| Contributions | 1191601 | Contributions |
| Investment Earnings Or Losses | -6047233 | InvestmentEarningsOrLosses |
| Other Expenditures | 1872140 | OtherExpenditures |
| End Of Year Balance | 11447279 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.95000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.03000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.02000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | true | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Book Value | 0 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8450 | OtherCostOrOtherBasis |
| Depreciation | 2958 | Depreciation |
| Book Value | 5492 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 208130 | OtherCostOrOtherBasis |
| Depreciation | 151072 | Depreciation |
| Book Value | 57058 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 62550 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED POSTRETIREMENT BENEFIT | $498,193 |
| DUE TO DFMS | $121,313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 619506 | TotalOfAmounts |
| Total Revenue | 32925460 | TotalRevenue |
| Total Expenses | 24794367 | TotalExpenses |
| Excess Or Deficit For Year | 8131093 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 951070 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 951070 | TotalAdjustments |
| Excess Or Deficit Per FS | 9082163 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 34970874 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 951070 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 1094344 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 2045414 | RevenueNotRptdF990 |
| Revenue Subtotal | 32925460 | RevenueSubtotal |
| Total Revenue Per Form990 | 32925460 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 25888711 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 1094344 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 1094344 | ExpensesNotRptdF990 |
| Expenses Subtotal | 24794367 | ExpensesSubtotal |
| Total Expenses Per Form990 | 24794367 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Schedule D, Part V, Line 4 | Investments consist of two trust funds, each of which have both donor and board-designated funds. The income from these funds is used to support the administrative and program activities of Episcopal Relief & Development. |
| Schedule D, Part X | The income taxes topic number 740, "Income Taxes" of the FASB Accounting Standards Codification ("Codification") establishes criterion that an individual tax position has to meet for some or all the benefits of that position to be recognized in an entity's financial statements. On initial application, this criterion will be applied to all tax positions for which the statue of limitations remains open. Only tax positions that meet the "more- likely- than- not" recognition threshold at adoption date will be recognized or continue to be recognized. The effectives for applying this criterion was adopted by the Organization on January 1, 2009, and had no material impact on the Organization's financial statements. Management believes that the Organization has not taken any uncertain tax positions. The Organization has processes presently in place to ensure the maintenance of its tax-exempt status; to identify and report unrelated income; determine its filing and tax obligation in jurisdictions for which it has nexus; and to review other matters that may be considered tax positions. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (7 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Sub-Saharan Africa | 1 | 10 | Program Services | Health,Food &Emergency | 8131644 |
| South America | 0 | 0 | Program Services | Health,Food &Emergency | 312290 |
| Central America and the Caribbean | 0 | 0 | Program Services | Health,Food &Emergency | 4806641 |
| East Asia and the Pacific | 0 | 0 | Program Services | Health,Food &Emergency | 888801 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | Health,Food &Emergency | 255591 |
| Middle East and North Africa | 0 | 0 | Program Services | Health,Food &Emergency | 108313 |
| South Asia | 0 | 0 | Program Services | Health,Food &Emergency | 425562 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 10 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 10 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 14928842 | SubtotalAmountSpent |
| Total Amount Spent | 14928842 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (104 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Europe/Iceland/Greenland | Tsunami Micro - Credit Programme | 216600 |
| Europe/Iceland/Greenland | Mosaic Creative Partnership | 38991 |
| Middle East/North Africa | Jofeh Center - Holy Land Institute for the Deaf Pa | 60563 |
| Sub-Saharan Africa | Boga Partnership | 44578 |
| Sub-Saharan Africa | Diocese of Aru Partnership | 46046 |
| Sub-Saharan Africa | Diocese of Malawi Partnership | 17875 |
| Sub-Saharan Africa | Food Security Program | 61500 |
| Sub-Saharan Africa | Diocese of Niassa Partnership | 22420 |
| Sub-Saharan Africa | Hope Africa Partnership | 272859 |
| Sub-Saharan Africa | Bo Anglican Diocesan Development Program | 43900 |
| East Asia/Pacific | Rurual Training Centres | 118801 |
| Cent. America/Caribbean | Diocesan Development Office | 6250 |
| Cent. America/Caribbean | 2010 Bishop's Emergency Fund | 50000 |
| Cent. America/Caribbean | 2010 Operating Support for Hospital Sainte Croix | 138142 |
| Cent. America/Caribbean | 2010 Haiti Recovery Program (Earthquake Response) | 2360055 |
| Cent. America/Caribbean | AANGLIDESH | 217518 |
| South Asia | Afghanistan Education for the Girl Child | 21060 |
| Cent. America/Caribbean | Agricultural School | 135185 |
| Sub-Saharan Africa | Ajula Po Rwot Child Survival | 325000 |
| Sub-Saharan Africa | Anglican AIDS Program | 115767 |
| Cent. America/Caribbean | Assistance following Haiti Earthquake | 379317 |
| Cent. America/Caribbean | Assistance in the Aftermath of Hurricane Karl | 22330 |
| South Asia | Balurghat Community Development Program | 29924 |
| Cent. America/Caribbean | Belize Social Empowerment Network | 42187 |
| Cent. America/Caribbean | Bishop Tharp Institute | 132500 |
| East Asia/Pacific | Buscalan Integrated Development Project | 50003 |
| Sub-Saharan Africa | Carpenters Kids Program | 69000 |
| South Asia | Centre for Conflict Analysis and Reconciliation | 10000 |
| Cent. America/Caribbean | Clean Water, Sanitation, and Community Health Ed | 114369 |
| East Asia/Pacific | Climate Change Project - Ontong Java | 50000 |
| Cent. America/Caribbean | Construccion de cocinas mejoradas | 88312 |
| East Asia/Pacific | Cyclone Nargis | 120000 |
| Cent. America/Caribbean | Dairy Cooperative 'Camalotal Adelante' | 12500 |
| Sub-Saharan Africa | DCT Food Security | 54263 |
| Cent. America/Caribbean | Development Office | 33958 |
| East Asia/Pacific | Development Partnership | 79974 |
| South America | Diocesan Coordination for Development Projects | 42000 |
| Sub-Saharan Africa | Diocesan of Katanga Integrated Comm. Dev. | 124448 |
| Sub-Saharan Africa | Diocese of Upper Shire Mother's Union One Village at a Time Project | 13500 |
| South America | Earthquake in Chile | 18000 |
| East Asia/Pacific | EDS Inter-Coop Organic Farming Promotion Project | 24787 |
| Sub-Saharan Africa | Emergency Food Assistance for IDP's in Bahamani Village; Emergency Assistance for IDP's | 12000 |
| South America | Emergency Assistance following flooding | 15000 |
| Cent. America/Caribbean | Emergency Assistance following Tropical Storm Agatha | 10000 |
| Cent. America/Caribbean | Emergency Assistance for Refuges Haiti Earthquake; Haiti Earthquake Response - Tents; Haiti Medical Equipment Program | 629252 |
| Cent. America/Caribbean | 2 different floods- one in September of 2010 | 25000 |
| South Asia | Emergency Assistance to Flood Affected in Pakistan | 75000 |
| Sub-Saharan Africa | Emergency Funds for Kasumbalesa School | 10000 |
| Cent. America/Caribbean | Emergency relief following Hurricane Alex | 8000 |
| South Asia | Emergency response for flooding | 9070 |
| Sub-Saharan Africa | Emergency Response in the Aftermath of Earthquake | 10000 |
| South Asia | Environmental Restoration Tsunami affected areas | 32061 |
| East Asia/Pacific | FEDCO Rice Trading & Marketing Project | 27766 |
| East Asia/Pacific | Floods and Landslides | 25000 |
| East Asia/Pacific | Food Security Partnership | 10638 |
| Cent. America/Caribbean | Gestion Ambiental y Desarrollo (GAD) CEPAD | 50000 |
| Cent. America/Caribbean | HIV/AIDS and Youth Reproductive Health Education | 57500 |
| Cent. America/Caribbean | Hurricane Richard Relief | 10000 |
| Cent. America/Caribbean | Income generation Cattle project 'Arroyo Zacate' | 14474 |
| South America | Income Generation through Micro credits in Ayachcho, Peru | 83461 |
| Sub-Saharan Africa | Integrated Community Based Health Program/Food Security-Rehabilitation | 229083 |
| Cent. America/Caribbean | Integrated Agriculture and Reforestation in Cormier Watershed and Expansion | 48764 |
| Cent. America/Caribbean | Integrated Community Development Program | 42768 |
| Sub-Saharan Africa | Integrated Community Health and Food Security | 207429 |
| Sub-Saharan Africa | Integrated Development Program | 249410 |
| South Asia | Kaliagung Cyclone Program | 7022 |
| Sub-Saharan Africa | Lebombo Development Program | 47695 |
| Sub-Saharan Africa | LLITNS | 1211650 |
| Sub-Saharan Africa | Malarial Nets | 199832 |
| Sub-Saharan Africa | Masvingo Development Program | 86646 |
| East Asia/Pacific | Men's Association Demonstration Farm | 13300 |
| Cent. America/Caribbean | Micro Credit Program | 32656 |
| East Asia/Pacific | Mother's Union Literacy Program | 51328 |
| East Asia/Pacific | Mother's Union Microcredit | 11580 |
| East Asia/Pacific | Mountain Trail Vegetable Trading Project | 25000 |
| Sub-Saharan Africa | Mozambique Niassa Development Program | 44840 |
| Cent. America/Caribbean | Multi-Community Health Promotion Project | 39000 |
| Sub-Saharan Africa | National Relief and Development Office Creation | 18040 |
| Sub-Saharan Africa | Nets for Life Boga, Botswana, Burundi, Central Tanganyika, Cunene, Dar es Salaam, Tanzania, Ghana, Ghana (PMI), Guinea, Katanga, Mozambique, Mucaba PMI Uige, Naimbia, Northern Malawi, Program Nigeria, Uganda, Liberia, Sierra Leone, Southern Malawi, Western Tanganyika, Tanzania, Zambia, Zimbabwe, Kenya | 3654915 |
| Sub-Saharan Africa | One-Village-at-a-Time Project | 23500 |
| South America | Permanante Committee for Development and Justice | 15200 |
| South America | Programa Anglicano de Promocion de Salud (City of God) | 33999 |
| Cent. America/Caribbean | Proyecto Siloe | 81550 |
| East Asia/Pacific | Qinghai Renewable Energy Integrated Program | 137985 |
| South Asia | Samadi Community Development Program | 26255 |
| East Asia/Pacific | San Vicente Drainage & Livelhood Project | 24032 |
| South America | Servicio Anglicano de Diaconia | 55963 |
| South America | Servico Anglicano de Desenvolvimento | 28667 |
| South Asia | Sheikh Yassin Health Post | 29120 |
| East Asia/Pacific | Sitio San Miguel Community Integrated Project | 21108 |
| East Asia/Pacific | Solomon Islands Rendova Disaster | 12500 |
| South America | Sower of Seeds/El Sembrador | 15000 |
| Middle East/North Africa | St. Luke's Hospital - Diocese of Jerusalem | 47750 |
| South Asia | Sri Lankan Refugees Rehabilitation Program | 15000 |
| Sub-Saharan Africa | SUDAN Development Program | 209500 |
| South Asia | Thanarbaid Low-Cost Health Care | 56050 |
| East Asia/Pacific | TOPIK Humanitarian Assistance | 60000 |
| South Asia | Tsunami Rehabilitation Micro-Credit Program | 115000 |
| Sub-Saharan Africa | Uige Child Survival Program | 50000 |
| Sub-Saharan Africa | Water and Sanitation Project | 306000 |
| East Asia/Pacific | Yushu Earthquake Response | 25000 |
| Sub-Saharan Africa | Zambia Anglican Council - Core Program | 290700 |
| Sub-Saharan Africa | Zambian Anglican Council Partnerships Program | 52000 |
| Cent. America/Caribbean | Emergency Assistance Following Flood | 25000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 104 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule F, Part I, Line 2 | Identifier |
| Explanation | Episcopal Relief and Development Corporation takes its grant monitoring responsibilities seriously as it understands that the charitable efforts it funds reflects on the organization. To that end, Episcopal Relief and Development may require the grantee to provide the organization with a number of different reports, including: Financial Reports, (e.g. actual vs. budget reports); expense monitoring reports ( including a review of receipts, contracts, titles and bank statements), on-site evaluations, bank reconciliations (with exchange rate checks) as well as examinations by independent auditors. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (3 entries)
| Name Of IndividualNameOfIndividual | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|
| AB Data Direct Marketing Svc | GENERAL CONSULT. | false | 4038221 | 116950 | 3921271 |
| Munroe Creative Partners | CREATIVE COMM. | false | 0 | 17050 | 0 |
| GMMB | Campaign Consult | false | 0 | 102749 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 4038221 | TotalGrossReceipts |
| Total Retained By Contractors | 236749 | TotalRetainedByContractors |
| Total Net To Organization | 3921271 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I | Identifier |
| Explanation | The organizations and individuals listed in Schedule G as fundraisers provide a variety of services related to the organization's fundraising efforts. 1. A.B. Data Direct Marketing provides general consultation in all aspects of the direct response fundraising program. 2. Munroe Creative Partners is a creative communications consulting firm that helped develop the web site, ads, general publications and special marketing projects for the organization. 3. GMMB provides general consultation on fundraising campaign development. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (15 entries)
| Address Line1AddressUS/AddressLine1 | Address Line2AddressUS/AddressLine2 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| Diocese of Louisiana - Office of Disaster Response | ||||||||
| Episocpal Diocese of Louisiana | 1623 Seventh Street | New Orleans | LA | 70115 | 350915468 | 501(c)(3) | 299969 | Rebuilding the Beloved Community |
| Jericho Road Episcopal Housing Initiative | ||||||||
| 1623 Seventh Street | New Orleans | LA | 70115 | 720475542 | 501(c)(3) | 250000 | Jericho Road Episcopal Housing Initiative, LLC | |
| Diocese of Mississippi | ||||||||
| 118 North Congress Street | Jackson | MS | 392553107 | 208419678 | 501(c)(3) | 523066 | Hallelujah Housing, Katrina Response - MS, Oil Spill Emergency Response: Hope Haven, Oil Spill Response 'Harbor Life', Oil Spill Response: St. Mark's Gulfport, St. Pierre's Episcopal Church Samaritan Ministry, St. Pierre's Outreach - MS | |
| Diocese of North Dakota | ||||||||
| 3600 South 25th Street | Fargo | ND | 581046861 | 720475542 | 501(c)(3) | 67500 | Emergency Assisstance following ice storms, North Dakota flood recovery, Unmet needs in the aftermath of the Southwestern North Dakota Tornado | |
| GRACE Community Services | ||||||||
| 2626 South Loop West Suite 350 | Houston | TX | 77092 | 741143081 | 501(c)(3) | 101730 | G.R.A.C.E. Afterschool program for Katrina evacuee children | |
| Diocese of Central Gulf Coast | ||||||||
| 201 N Baylen Box 13330 | Pensacola | FL | 325913330 | 630590872 | 501(C)(3) | 16000 | Oil Spil Response BP Oil Spil 2010 | |
| Episcopal Community Services of Louisiana | ||||||||
| 1623 Seventh Street | New Orleans | LA | 70115 | 740475542 | 501(C)(3) | 14750 | Oil Spill Response | |
| Lutheran Episcopal Services in Mississippi | ||||||||
| PO Box 23815 | Jackson | MS | 392253815 | 640806866 | 501(C)(3) | 10000 | Yazoo tornado relief | |
| Diocese of Montana | ||||||||
| 515 North Park | Helena | MT | 59601 | 810231779 | 501(C)(3) | 55254 | Camp Marshall | |
| St Anna's Episcopal Church | ||||||||
| 1313 Esplande Avenue | New Orleans | LA | 70116 | 720631881 | 501(C)(3) | 5200 | St. Anna's Oil Spill Relief | |
| Diocese of Georgia | ||||||||
| 611 East Bay Street | Savanna | GA | 31401 | 580566215 | 501(C)(3) | 30000 | Coastal Medical Access Project | |
| Diocese of Milwaukee | ||||||||
| 804 East Juneau Avenue | Milwaukee | WI | 532022798 | 390806327 | 501(C)(3) | 10000 | Emergency Flood Relief | |
| Diocese of South Dakota | ||||||||
| 500 South Main Street | Sioux Falls | SD | 571046814 | 450224597 | 501(C)(3) | 10000 | Emergency relief following Ice Storms | |
| Diocese of Tennessee | ||||||||
| 50 Vantage Way | Nashville | TN | 37228 | 626075442 | 501(C)(3) | 25000 | Emergency assistance following recent stroms | |
| Diocese of Texas | ||||||||
| 1225 Texas Avenue | Houston | TX | 770023504 | 741143081 | 501(C)(3) | 133512 | Prepardness Training, Texas Episcopal Disaster Relief and Development | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 15 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grants and assistance to organizations, individuals, and governments in US | Identifier |
| Return Reference | Schedule I, part i, line 2 | ReturnReference |
| Explanation | Episcopal Relief and Development Corporation takes its grant monitoring responsibilities seriously as it understands that the charitable efforts it funds reflects on the organization. To that end, Episcopal Relief and Development may require the grantee to provide the organization with a number of different reports, including: Financial Reports, (e.g. actual vs. budget reports); expense monitoring reports ( including a review of receipts, contracts, titles and bank statements), on-site evaluations, bank reconciliations (with exchange rate checks) as well as examinations by independent auditors. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Robert W Radtke | |||||||||||||
| 226876 | 0 | 0 | 0 | 0 | 0 | 19605 | 0 | 34267 | 0 | 280748 | 0 | 0 | 0 |
| Katharine Jefferts Schori | |||||||||||||
| 0 | 257194 | 0 | 0 | 0 | 0 | 0 | 62095 | 0 | 28966 | 0 | 348255 | 0 | 0 |
| N Kurt Barnes | |||||||||||||
| 0 | 186838 | 0 | 0 | 0 | 0 | 0 | 16815 | 0 | 25007 | 0 | 228660 | 0 | 0 |
| Linda E Watt | |||||||||||||
| 0 | 204500 | 0 | 0 | 0 | 0 | 0 | 18557 | 0 | 15595 | 0 | 238652 | 0 | 0 |
| Abagail Nelson | |||||||||||||
| 139007 | 0 | 0 | 0 | 0 | 0 | 12790 | 0 | 31921 | 0 | 183718 | 0 | 0 | 0 |
| Esther Cohen | |||||||||||||
| 153220 | 0 | 0 | 0 | 0 | 0 | 12714 | 0 | 14724 | 0 | 180658 | 0 | 0 | 0 |
| Shaun Walsh | |||||||||||||
| 138147 | 0 | 0 | 0 | 0 | 0 | 9164 | 0 | 18263 | 0 | 165574 | 0 | 0 | 0 |
| Brian Sellers-Petersen | |||||||||||||
| 113804 | 0 | 0 | 0 | 0 | 0 | 10674 | 0 | 31245 | 0 | 155723 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Governance and Management | Part VI, Section B | LINE 11: The Form 990 was prepared by a nationally renowned accounting firm in conjunction with the organization's financial department. A copy of the draft Form 990 was circulated electronically to the full Board of Trustees for discussion and comment. Each Board Member was provided ample opportunity to comment on the information contained in the 990 prior to its filing with the Internal Revenue Service. Line 12: Upon hire, all employees are required to review and complete a "conflict of interest" declaration. Board and staff conflict of interest disclosures are monitored by the office of the President and Human Resources. The organization requires all new Board members to complete a disclosure upon commencement of their service. These disclosures are required to be updated and reviewed annually. |
| Form 990, Part VI, Line 15 | All salaries at Episcopal Relief & Development are based on market-based salary surveys carried out by the Domestic and Foreign Missionary Society Department of Human Resources on behalf of Episcopal Relief & Development. Accordingly, all salaries, including that of the president, are benchmarked against the salaries of like positions at similar sized relief and development organizations. All salaries are reviewed on an annual basis. | |
| Form 990, Part VI, Line 19 | The organization's audited financial statements, Form 990 and annual summary are posted on the organization's website and are available at the address listed on page 1 of the Form 990. The Form 990 is, likewise, published on www.guidestar.org. The organization's governing documents and conflict of interest policy are available upon request and at management's discretion. | |
| Form 990, Part XI, Line 5 | Unrealized Gains $1,552,072 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Domestic and Foreign Missionary Society | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 Second Avenue | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135562208 | EIN |
| Primary Activities | 1 | PrimaryActivities |
| Legal Domicile State | NY | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 1 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Domestic and Foreign Missionary Society | |
| C | 284153 |
| Domestic and Foreign Missionary Society | |
| L, N | 938825 |
Comments