ENLIGHTENNEXT INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ENLIGHTENNEXT INC (EIN 22-2951275)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-14
- IRS object ID
- 201123189349305047
- 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 | 2011-11-14T14:43:33-06:00 | 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 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST MAIN STREET | AddressLine1 |
| City | WESTBORO | City |
| State | MA | State |
| ZIP Code | 01581 | 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 | 222951275 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENLIGHTENNEXT INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ENLI | NameControl |
| Phone | 4136376000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2360 | AddressLine1 |
| City | LENOX | City |
| State | MA | State |
| ZIP Code | 01240 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MELINDA SCHILD | Name |
| Title | COO | Title |
| Phone | 4136376000 | Phone |
| Date Signed | 2011-11-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN BUCKLEY CPA | Name |
| Phone | 5083669100 | Phone |
| Date Prepared | 2011-11-11 | DatePrepared |
| 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 | MELINDA SCHILD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2360 | AddressLine1 |
| City | LENOX | City |
| State | MA | State |
| ZIP Code | 01240 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4009516 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ENLIGHTENNEXT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | ENLIGHTENNEXT IS DEDICATED TO CATALYZING EVOLUTION IN CONSCIOUSNESS AND CULTURE. WE STRIVE TO BE LEADERS, LIVING EXAMPLES, AND PATHFINDERS IN THE EMERGING FIELD OF INTEGRAL AND EVOLUTIONARY SPIRITUALITY, AND TO STAND FOR THE ULTIMATE RELEVANCE OF SPIRITUAL ENLIGHTENMENT IN OUR TIME. THROUGH OUR INTEGRATED ANNUAL CYCLE OF PROGRAMS AND EVENTS AND OUR AWARD WINNING PUBLICATIONS, WE ARE AWAKENING, CONNECTING, AND CULTIVATING A GLOBAL MOVEMENT OF EVOLUTIONARIES - INDIVIDUALS WHO FEEL PERSONALLY RESPONSIBLE FOR CREATING THE FUTURE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 32 | TotalNbrEmployees |
| Total Nbr Volunteers | 44 | TotalNbrVolunteers |
| Total Gross UBI | 10092 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -1312 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1941055 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 909192 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1651582 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2442584 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 30784 | InvestmentIncomePriorYear |
| Investment Income Current Year | 9776 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -200042 | OtherRevenuePriorYear |
| Other Revenue Current Year | -217811 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3423379 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3143741 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1471890 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1127253 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 290452 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2214698 | OtherExpensePriorYear |
| Other Expenses Current Year | 2296360 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3686588 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3423613 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -263209 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -279872 | RevenuesLessExpensesCY |
| Total Assets BOY | 7123105 | TotalAssetsBOY |
| Total Assets EOY | 6147071 | TotalAssetsEOY |
| Total Liabilities BOY | 2128204 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1430910 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4994901 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4716161 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ENLIGHTENNEXT IS DEDICATED TO CATALYZING EVOLUTION IN CONSCIOUSNESS AND CULTURE. WE STRIVE TO BE LEADERS, LIVING EXAMPLES, AND PATHFINDERS IN THE EMERGING FIELD OF INTEGRAL AND EVOLUTIONARY SPIRITUALITY, AND TO STAND FOR THE ULTIMATE RELEVANCE OF SPIRITUAL ENLIGHTENMENT IN OUR TIME. THROUGH OUR INTEGRATED ANNUAL CYCLE OF PROGRAMS AND EVENTS AND OUR AWARD WINNING PUBLICATIONS, WE ARE AWAKENING, CONNECTING, AND CULTIVATING A GLOBAL MOVEMENT OF EVOLUTIONARIES - INDIVIDUALS WHO FEEL PERSONALLY RESPONSIBLE FOR CREATING THE FUTURE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 870886 | Expense |
| Revenue | 1016112 | Revenue |
| Description | 3 RESIDENTIAL RETREATS AND 2 VIRTUAL RETREATS WERE HELD WITH ANDREW COHEN, THAT PROVIDED AN OPPORTUNITY FOR EXPERIENTIAL ENGAGEMENT WITH THE TEACHING OF EVOLUTIONARY ENLIGHTENMENT, IN THE US AND EUROPE WITH ABOUT 1221 ATTENDEES. ONE DAY TEACHING EVENTS WERE GIVEN BY ANDREW COHEN ALL OVER THE WORLD WITH MORE THAN 1975 PEOPLE ATTENDING. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1243690 | Expense |
| Revenue | 1127917 | Revenue |
| Description | IN-DEPTH CULTURAL INQUIRY IS PROVIDED THROUGH AWARD-WINNING MAGAZINE ENLIGHTENNEXT, VIRTUAL SEMINARS, WEBSITES, SALONS, BLOGS AND E-PUBLICATIONS. SUBSCRIPTIONS TO THE MAGAZINE ARE OVER 8,000. NEWSTAND SALES ARE APPROXIMATELY 37,000 COPIES. WORLDWIDE READERSHIP IS ESTIMATED TO EXCEED 55,000 INDIVIDUALS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 240088 | Expense |
| Revenue | 338548 | Revenue |
| Description | MEMBERSHIP ACTIVITIES INCLUDING 10 VIRTUAL WORKSHOPS WERE HELD WITH 1,890 ATTENDEES. IT ALSO INCLUDES OTHER EDUCATIONAL PROGRAMS OFFERED TO MEMBERS AND OTHERS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 101688 | Expense |
| Revenue | 34908 | Revenue |
| Description | OTHER PUBLICATIONS AND MULTIMEDIA PRODUCTIONS, CONFERENCES AND ACTIVITIES AT VENUES ONLY RENTED FOR THE DAY OF THE EVENTS IN BOSTON AND NEW YORK CITY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 101688 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 34908 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 2456352 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 55 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 0 | ComplianceWithBackupWitholding |
| Number Of Employees | 32 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYLVIA SMETANA DIRECTOR OF FINANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4136376027 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 FOXHOLLOW DRIVE | AddressLine1 |
| City | LENOX | City |
| State | MA | State |
| ZIP Code | 01240 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| ANDREW COHEN | ||||||
| PRESIDENT, CHAIRMAN & EXECUTIVE DIRECTOR | 40.00 | X | X | 89103 | 0 | 5147 |
| ROBERT VOSS | ||||||
| TREASURER & CEO | 40.00 | X | X | 46907 | 0 | 5147 |
| JOHN CARTER PHIPPS | ||||||
| BOARD MEMBER & EXECUTIVE EDITOR OF EN MAGAZINE | 40.00 | X | 47387 | 0 | 5147 | |
| AMY EDELSTEIN | ||||||
| SECRETARY | 40.00 | X | 23826 | 0 | 5147 | |
| CALVIN PHIPPS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 4203 | |
| CHRIS PARRISH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DAVID GOLD | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| MELISSA HOFFMAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JAMES SPIEGEL | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CHARLIE CHAVARRIA | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| MELINDA SCHILD | ||||||
| COO | 40.00 | X | 44157 | 0 | 5112 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 251380 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 29903 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| GOOD WORLDWIDE LLC | |||||
| 915 N CITRUS | LOS ANGELES | CA | 90038 | MEDIA PLATFORM | 160000 |
| THE BIG THINK INC | |||||
| 1425 MOUNT CURVE AVE | MINNEAPOLIS | MN | 55403 | CONSULTING FIRM | 137565 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 156218 | FundraisingEvents |
| All Other Contributions | 752974 | AllOtherContributions |
| Noncash Contributions | 29405 | NoncashContributions |
| Total Contributions | 909192 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| PROGRAM INCOME | 900099 | 1419464 | 1419464 | |
| SPONSORSHIPS | 900099 | 1013028 | 1013028 | |
| ADVERTISING | 541800 | 10092 | 10092 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2442584 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7773 | TotalRevenueColumn |
| Exclusion | $7,773 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 329294 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 614047 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -284753 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -284753 | TotalRevenueColumn |
| Exclusion | -$284,753 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 2003 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 2003 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2003 | TotalRevenueColumn |
| Exclusion | $2,003 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 8160 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 156218 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 10168 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2008 | TotalRevenueColumn |
| Exclusion | -$2,008 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 223344 | GrossSalesOfInventory |
| Cost Of Goods Sold | 241560 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -18216 | TotalRevenueColumn |
| Exclusion | -$18,216 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| OTHER | 900099 | 84993 | 84993 | |
| RECOVERY OF BAD DEBT | 900099 | 2173 | $2,173 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 87166 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3143741 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2517485 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 10092 | UnrelatedBusinessRevenue |
| Exclusion | -$293,028 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 289999 | Total |
| Program Services | 201457 | ProgramServices |
| Management And General | 80505 | ManagementAndGeneral |
| Fundraising | 8037 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 609140 | Total |
| Program Services | 362201 | ProgramServices |
| Management And General | 133799 | ManagementAndGeneral |
| Fundraising | 113140 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139420 | Total |
| Program Services | 63244 | ProgramServices |
| Management And General | 58014 | ManagementAndGeneral |
| Fundraising | 18162 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88694 | Total |
| Program Services | 60174 | ProgramServices |
| Management And General | 17788 | ManagementAndGeneral |
| Fundraising | 10732 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5589 | Total |
| Program Services | 3738 | ProgramServices |
| Management And General | 1415 | ManagementAndGeneral |
| Fundraising | 436 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23228 | Total |
| Management And General | 23228 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106352 | Total |
| Program Services | 70588 | ProgramServices |
| Management And General | 21870 | ManagementAndGeneral |
| Fundraising | 13894 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96018 | Total |
| Program Services | 41790 | ProgramServices |
| Management And General | 44757 | ManagementAndGeneral |
| Fundraising | 9471 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110596 | Total |
| Program Services | 50213 | ProgramServices |
| Management And General | 54597 | ManagementAndGeneral |
| Fundraising | 5786 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89648 | Total |
| Program Services | 76164 | ProgramServices |
| Management And General | 11291 | ManagementAndGeneral |
| Fundraising | 2193 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81550 | Total |
| Program Services | 31509 | ProgramServices |
| Management And General | 45826 | ManagementAndGeneral |
| Fundraising | 4215 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 195733 | Total |
| Program Services | 86907 | ProgramServices |
| Management And General | 96690 | ManagementAndGeneral |
| Fundraising | 12136 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48510 | Total |
| Program Services | 18743 | ProgramServices |
| Management And General | 27259 | ManagementAndGeneral |
| Fundraising | 2508 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FULFILLMENT AND COGS | 658059 | 658059 | 0 | 0 |
| VENUE EXPENSES | 535702 | 530845 | 64 | 4793 |
| TEMPORARY AND CONTRACT | 182150 | 79418 | 45982 | 56750 |
| BANK AND CREDIT CARD FE | 72360 | 48278 | 3175 | 20907 |
| SHIPPING & POSTAGE | 40222 | 35892 | 2053 | 2277 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50643 | Total |
| Program Services | 37132 | ProgramServices |
| Management And General | 8496 | ManagementAndGeneral |
| Fundraising | 5015 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3423613 | Total |
| Program Services | 2456352 | ProgramServices |
| Management And General | 676809 | ManagementAndGeneral |
| Fundraising | 290452 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 679185 | BOY |
| EOY | 445788 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 508570 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 361190 | BOY |
| EOY | 245557 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87824 | BOY |
| EOY | 73390 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2523 | BOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 516772 | BOY |
| EOY | 307678 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 162081 | BOY |
| EOY | 59070 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7409606 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2923739 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4789442 | BOY |
| EOY | 4485867 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 524088 | BOY |
| EOY | 21151 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7123105 | BOY |
| EOY | 6147071 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 163967 | BOY |
| EOY | 171262 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 729322 | BOY |
| EOY | 142351 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1163876 | BOY |
| EOY | 1097071 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71039 | BOY |
| EOY | 20226 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2128204 | BOY |
| EOY | 1430910 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4600822 | BOY |
| EOY | 4445930 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 394079 | BOY |
| EOY | 270231 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4994901 | BOY |
| EOY | 4716161 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7123105 | BOY |
| EOY | 6147071 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -279872 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1132 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1040954 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1046544 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1564077 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1941055 | CurrentTaxYearMinus1Year |
| Current Tax Year | 917352 | CurrentTaxYear |
| Total | 6509982 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1040954 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1046544 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1564077 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1941055 | CurrentTaxYearMinus1Year |
| Current Tax Year | 917352 | CurrentTaxYear |
| Total | 6509982 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1182779 | AmountsSubstContributorsTotal |
| Public Support Total170 | 5327203 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 211323 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 755827 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 613512 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 367645 | CurrentTaxYearMinus1Year |
| Current Tax Year | 337067 | CurrentTaxYear |
| Total | 2285374 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 35514 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 83798 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 41040 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17767 | CurrentTaxYearMinus1Year |
| Current Tax Year | 84993 | CurrentTaxYear |
| Total | 263112 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 9058468 | TotalSupport |
| Gross Receipts From Admissions Etc | 5637686 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.58810 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.57730 | 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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1102937 | OtherCostOrOtherBasis |
| Book Value | 1102937 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4603160 | OtherCostOrOtherBasis |
| Depreciation | 1598837 | Depreciation |
| Book Value | 3004323 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1500066 | OtherCostOrOtherBasis |
| Depreciation | 1247122 | Depreciation |
| Book Value | 252944 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 203443 | OtherCostOrOtherBasis |
| Depreciation | 77780 | Depreciation |
| Book Value | 125663 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4485867 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAPITAL LEASE OBLIGATION | Description |
| Amount | $20,226 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 20226 | TotalOfAmounts |
| Total Revenue | 3143741 | TotalRevenue |
| Total Expenses | 3423613 | TotalExpenses |
| Excess Or Deficit For Year | -279872 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1132 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 1132 | TotalAdjustments |
| Excess Or Deficit Per FS | -278740 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3817693 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1132 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 48605 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 49737 | RevenueNotRptdF990 |
| Revenue Subtotal | 3767956 | RevenueSubtotal |
| Other Revenues Not Included | -624215 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -624215 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3143741 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4096433 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 48605 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 624215 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 672820 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3423613 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3423613 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ORGANIZATION FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD WHICH REQUIRES THE ORGANIZATION TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES ACCORDINGLY. AS OF DECEMBER 31, 2010, THE ORGANIZATION DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. THE ORGANIZATION DOES NOT EXPECT THAT THE AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE SIGNIFICANTLY WITHIN THE NEXT TWELVE MONTHS. INFORMATION RETURNS FILED FOR THE THREE FISCAL YEARS ENDED DECEMBER 31, 2009, REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE COMMONWEALTH OF MASSACHUSETTS. |
| PART XII, LINE 4B AND PART XIII, LINE 2D REPRESENT RENTAL EXPENSES OF $614,047 AND SPECIAL EVENT EXPENSES OF $10,168 SHOWN GROSS ON THE AUDITED FINANCIAL STATEMENTS AND NET ON THE 990. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (9 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| GERMANY | 0 | 0 | PROGRAM SERVICES | RETREAT | 39574 |
| INDIA | 0 | 0 | PROGRAM SERVICES | TEACHINGS | 4032 |
| FRANCE | 0 | 0 | PROGRAM SERVICES | TEACHINGS | 2880 |
| NETHERLANDS | 0 | 0 | PROGRAM SERVICES | TEACHINGS | 2530 |
| DENMARK | 0 | 0 | PROGRAM SERVICES | TEACHINGS | 3342 |
| UNITED KINGDOM | 0 | 0 | PROGRAM SERVICES | TEACHINGS | 4839 |
| SWITZERLAND | 0 | 0 | PROGRAM SERVICES | TEACHINGS | 693 |
| SWEDEN | 0 | 0 | PROGRAM SERVICES | TEACHINGS | 1444 |
| RUSSIA | 0 | 0 | SENDING REP TO SPEAK AT CONFERENCES | 1357 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 59334 | SubtotalAmountSpent |
| Cont Amount Spent | 1357 | ContAmountSpent |
| Total Amount Spent | 60691 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | MEDITATION MARATHON | NameOfEvent1 |
| Gross Receipts Event1 | 163323 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 155163 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 8160 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 10090 | OtherDirectExpensesEvent1 |
| Name Of Event2 | MEDITATION MARATHON 09 PAID IN 10 | NameOfEvent2 |
| Gross Receipts Event2 | 1055 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 1055 | CharitableContributionsEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 0 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 0 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 78 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 164378 | GrossReceiptsTotal |
| Charitable Contributions Total | 156218 | CharitableContributionsTotal |
| Gross Revenue Total Events | 8160 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 10168 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 10168 | DirectExpenseSummaryEvents |
| Net Income Summary | -2008 | NetIncomeSummary |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 29404 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | IMMEDIATE SALE PRICE OF | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TWO BOARD MEMBERS, CALVIN PHIPPS AND JOHN CARTER PHIPPS ARE BROTHERS. | |
| FORM 990, PART VI, SECTION A, LINE 8B | THE BOARD MUST APPROVE ALL DECISIONS PRESENTED BY ALL OTHER COMMITTEES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE CHAIR OF THE FINANCE COMMITTEE REVIEWS 990 FORM IN DETAIL. THE FORM IS EMAILED TO THE BOARD MEMBERS FOR REVIEW WITH REQUEST TO REPORT BACK IF THEY HAVE ANY COMMENTS OR CHANGES. | |
| EACH OFFICER, DIRECTOR, AND KEY EMPLOYEE ANNUALLY SIGNS A CONFLICT OF INTEREST STATEMENT WHICH STATES THAT THEY HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAVE READ THE POLICY AND AGREE TO COMPLY WITH THE POLICY. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE ORGANIZATION HAS A COMPENSATION COMMITTEE THAT REVIEWS AND MAKES SALARY RECOMMENDATIONS FOR THE CHAIRMAN, CEO AND COO. IF ANY OF THOSE INDIVIDUALS IS A MEMBER OF THE COMMITTEE THEN THEY MUST EXCLUDE THEMSELF FROM THE DELIBERATIONS. THE COMPENSATION COMMITTEE MADE THE RECOMMENDATIONS FOR THE CHAIRMAN, CEO AND COO AND THE BOARD APPROVED THEM. THE DIRECTOR OF HUMAN RESOURCES MAKES THESE RECOMMENDATIONS TO THE COMMITTEE WHO THEN MAKES THE FINAL RECOMMENDATIONS TO THE BOARD WHO APPROVES THE ANNUAL COMPENSATION. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 1,132. | FORM 990, PART XI, LINE 5: |
| THE ORGANIZATION'S BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE ANNUAL AUDIT AND SELECTION OF THE INDEPENDENT AUDITORS. |
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