CHANGE THE EQUATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CHANGE THE EQUATION INC (EIN 27-2107952)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-02
- IRS object ID
- 201132149349300528
- Schema version
- 2010v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-02T12:44:03-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDALL PREBOLA AND JONES CPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 259 | AddressLine1 |
| City | BEDFORD | City |
| State | PA | State |
| ZIP Code | 155220259 | 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 | 272107952 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHANGE THE EQUATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAN | NameControl |
| Phone | 2026265740 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 K STREET NW NO 610 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LINDA P ROSEN PHD | Name |
| Title | CHIEF EXECUTIVE OFFICER | Title |
| Phone | 2026265740 | Phone |
| Date Signed | 2011-08-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD M JONESCPA | Name |
| Phone | 8146231880 | Phone |
| Date Prepared | 2011-08-02 | DatePrepared |
| Self Employed | X | SelfEmployed |
| 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) |
|---|---|---|
| Initial Return | X | InitialReturn |
| Name Of Principal Officer Person | LINDA P ROSEN PHD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 K STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2889711 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CHANGETHEEQUATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2010 | YearFormation |
| State Legal Domicile | DE | StateLegalDomicile |
| Activity Or Mission Description | CHANGE THE EQUATION'S (CTEQ) MISSION IS TO CREATE WIDESPREAD LITERACY IN SCIENCE, TECHNOLOGY, ENGINEERING AND MATH (STEM) AS AN INVESTMENT IN OUR NATION THAT EMPOWERS US ALL. CTEQ HELPS TO ENGAGE YOUNG PEOPLE, IN PARTICULAR, STUDENTS OF COLOR AND GIRLS, IN STEM LEARNING THAT WILL ENABLE THEM TO SUCCEED IN POST-SECONDARY EDUCATION, HOLD REWARDING JOBS, AND PARTICIPATE FULLY AS CITIZENS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Current Year | 2889285 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Current Year | 426 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Current Year | 2889711 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 237506 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 110503 | TotalFundrsngExpCurrentYear |
| Other Expenses Current Year | 817699 | OtherExpensesCurrentYear |
| Total Expenses Current Year | 1055205 | TotalExpensesCurrentYear |
| Revenues Less Expenses CY | 1834506 | RevenuesLessExpensesCY |
| Total Assets EOY | 4369803 | TotalAssetsEOY |
| Total Liabilities EOY | 2535297 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances EOY | 1834506 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | CHANGE THE EQUATION'S (CTEQ) MISSION IS TO CREATE WIDESPREAD LITERACY IN SCIENCE, TECHNOLOGY, ENGINEERING AND MATH (STEM) AS AN INVESTMENT IN OUR NATION THAT EMPOWERS US ALL. CTEQ HELPS TO ENGAGE YOUNG PEOPLE, IN PARTICULAR, STUDENTS OF COLOR AND GIRLS, IN STEM LEARNING THAT WILL ENABLE THEM TO SUCCEED IN POST-SECONDARY EDUCATION, HOLD REWARDING JOBS, AND PARTICIPATE FULLY AS CITIZENS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 213117 | Expense |
| Description | STRENGTHENING CTEQ MEMBERS' PHILANTHROPYDESIGN PRINCIPLES FOR EFFECTIVE STEM PHILANTHROPYCTEQ HAS WORKED WITH A COMMITTEE OF REPRESENTATIVES FROM MEMBER COMPANIES TO CREATE A SET OF "DESIGN PRINCIPLES FOR EFFECTIVE STEM PHILANTHROPY." THESE PRINCIPLES AIM TO HELP MEMBER COMPANIES EXAMINE THEIR OWN PRACTICE AND INCREASE THE IMPACT OF THE RESOURCES THEY DEVOTE TO IMPROVING LEARNING IN STEM. A SUITE OF TOOLS WILL BE DEVELOPED TO HELP MEMBER COMPANIES USE THE PRINCIPLES TO GREATEST BENEFIT.EXPANDING EFFECTIVE STEM PROGRAMS TO 100 NEW SITES ACROSS THE COUNTRYAT CTEQ'S OFFICIAL LAUNCH IN SEPTEMBER 2010, PRESIDENT OBAMA ANNOUNCED THAT CTEQ WOULD EXPAND A HANDFUL OF EFFECTIVE STEM LEARNING PROGRAMS TO 100 NEW SITES ACROSS THE COUNTRY. TO ADDRESS THIS GOAL, CTEQ IDENTIFIED A LIST OF 7 EFFECTIVE "FEATURED PROGRAMS" AND BEGAN WORKING WITH MEMBERS TO SUPPORT THOSE PROGRAMS IN NEW SITES ACROSS THE COUNTRY. THIS PROCESS HAS CONTINUED INTO 2011 AS PLANNED. CHANGE THE EQUATION COMMITTEESIN 2010, CTEQ FACILITATED TWO COMMITTEES OF VOLUNTEER REPRESENTATIVES FROM MEMBER COMPANIES. THESE COMMITTEES ENGAGE MEMBER COMPANIES IN CTEQ'S WORK, ENSURE THAT THE WORK REFLECTS MEMBERS' NEEDS, AND CREATE KNOWLEDGE AND TOOLS THAT ALL CTEQ MEMBERS CAN USE TO IMPROVE THEIR OWN PRACTICE AND ADVOCACY.IN ADDITION TO THE DESIGN PRINCIPLES COMMITTEE, WHOSE WORK IS DESCRIBED ABOVE, CTEQ FACILITATES A COMMITTEE ON UNDERREPRESENTED GROUPS IN STEM ACHIEVEMENT AND A COMMITTEE ON EMPLOYEE ENGAGEMENT. ADDITIONAL COMMITTEES WILL BE LAUNCHED AS NEEDED. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 79818 | Expense |
| Description | ADVOCACY FOR STEM LEARNINGSTATE-BY-STATE VITAL SIGNS REPORTS CTEQ IS COMMITTED TO PROMOTING SOUND STATE-LEVEL POLICY AND PRACTICE FOR IMPROVING STEM LEARNING. ONE STRATEGY FOR ADDRESSING THIS GOAL IS THE CREATION OF 51 STATE-BY-STATE "VITAL SIGNS" REPORTS ON THE CONDITION OF STEM LEARNING. THE REPORTS AIM TO EQUIP CTEQ CEOS TO WORK WITH GOVERNORS AND OTHER STATE LEADERS TO STAND UP FOR POLICIES AND PRACTICES THAT PROMISE TO IMPROVE STEM LEARNING, BOTH IN AND OUT OF SCHOOL. THE FOCUS WILL BE ON STUDENTS IN THE K-12 AGE RANGE. THE "VITAL SIGNS" REPORTS WILL BE A MAJOR CONTRIBUTION TO BOTH NATIONAL AND STATE-LEVEL INITIATIVES TO IMPROVE STEM LEARNING FOR ALL CHILDREN. IN ADDITION, CTEQ WILL ASK GOVERNORS TO USE THE "VITAL SIGNS" REPORTS AS A TEMPLATE FOR REPORTING OUT ON THEIR PROGRESS IN STEM LEARNING IN YEARS TO COME. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 522784 | Expense |
| Description | ORGANIZATIONAL DEVELOPMENT CHANGE THE EQUATION WAS FORMED AS A NOT-FOR-PROFIT ORGANIZATION DURING THE 2010 CALENDAR YEAR. THESE EXPENSES WERE INCURRED IN THE FORMATION AND DEVELOPMENT OF THE ORGANIZATION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 815719 | 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 | 0 | 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 | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 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 | 14 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 3 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA ROSEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2026265740 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 K STREET NW SUITE 610 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (7 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 |
|---|---|---|---|---|---|---|---|
| CRAIG BARRETT | |||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| SALLY RIDE | |||||||
| VICE-CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| GLENN BRITT | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| URSULA BURNS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ANTONIO PEREZ | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| REX TILLERSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LINDA ROSEN | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 121154 | 0 | 7269 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 121154 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 7269 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN INSTITUTES FOR RESEARCH | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 THOMAS JEFFERSON STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20007 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | CONSULTING | DescriptionOfServices |
| Compensation | 140000 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Membership Dues | 863750 | MembershipDues |
| All Other Contributions | 2025535 | AllOtherContributions |
| Noncash Contributions | 77414 | NoncashContributions |
| Total Contributions | 2889285 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 426 | TotalRevenueColumn |
| Exclusion | $426 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2889711 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $426 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145115 | Total |
| Program Services | 94324 | ProgramServices |
| Management And General | 14512 | ManagementAndGeneral |
| Fundraising | 36279 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71711 | Total |
| Program Services | 49780 | ProgramServices |
| Management And General | 21931 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1808 | Total |
| Program Services | 1233 | ProgramServices |
| Management And General | 373 | ManagementAndGeneral |
| Fundraising | 202 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4966 | Total |
| Program Services | 3388 | ProgramServices |
| Management And General | 1023 | ManagementAndGeneral |
| Fundraising | 555 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13906 | Total |
| Program Services | 9487 | ProgramServices |
| Management And General | 2865 | ManagementAndGeneral |
| Fundraising | 1554 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17750 | Total |
| Management And General | 17750 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50582 | Total |
| Program Services | 34207 | ProgramServices |
| Management And General | 16375 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57573 | Total |
| Program Services | 38970 | ProgramServices |
| Management And General | 18474 | ManagementAndGeneral |
| Fundraising | 129 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 560496 | Total |
| Program Services | 486543 | ProgramServices |
| Management And General | 9836 | ManagementAndGeneral |
| Fundraising | 64117 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 850 | Total |
| Program Services | 215 | ProgramServices |
| Management And General | 599 | ManagementAndGeneral |
| Fundraising | 36 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10707 | Total |
| Program Services | 6211 | ProgramServices |
| Management And General | 3453 | ManagementAndGeneral |
| Fundraising | 1043 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43917 | Total |
| Program Services | 25475 | ProgramServices |
| Management And General | 14161 | ManagementAndGeneral |
| Fundraising | 4281 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12866 | Total |
| Program Services | 7463 | ProgramServices |
| Management And General | 4149 | ManagementAndGeneral |
| Fundraising | 1254 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11598 | Total |
| Program Services | 11598 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5208 | Total |
| Program Services | 3021 | ProgramServices |
| Management And General | 1679 | ManagementAndGeneral |
| Fundraising | 508 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133 | Total |
| Program Services | 77 | ProgramServices |
| Management And General | 43 | ManagementAndGeneral |
| Fundraising | 13 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| ORGANIZATIONAL COSTS | 39703 | 39703 | ||
| PRINTING & PRODUCTION | 2951 | 2072 | 675 | 204 |
| TELEPHONE & INTERNET | 2197 | 1275 | 708 | 214 |
| POSTAGE & SHIPPING | 605 | 351 | 195 | 59 |
| MEMBERSHIP DUES | 563 | 326 | 182 | 55 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1055205 | Total |
| Program Services | 815719 | ProgramServices |
| Management And General | 128983 | ManagementAndGeneral |
| Fundraising | 110503 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1637408 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2050422 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 527915 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 26445 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 3024 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 31076 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2556 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 28520 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 74762 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 21307 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 4369803 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 94047 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2441250 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 2535297 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 836385 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 998121 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1834506 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 4369803 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1834506 | ReconcilationRevenueExpenses |
| 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 | 2889285 | CurrentTaxYear |
| Total | 2889285 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 2889285 | CurrentTaxYear |
| Total | 2889285 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1633477 | AmountsSubstContributorsTotal |
| Public Support Total170 | 1255808 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 426 | CurrentTaxYear |
| Total | 426 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2889711 | TotalSupport |
| Public Support Pertcentage170 | 0.43460 | PublicSupportPertcentage170 |
| 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
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 31076 | OtherCostOrOtherBasis |
| Depreciation | 2556 | Depreciation |
| Book Value | 28520 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 28520 | TotalOfBookValueLandBuildings |
| Total Revenue | 2889711 | TotalRevenue |
| Total Expenses | 1055205 | TotalExpenses |
| Excess Or Deficit For Year | 1834506 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | 1834506 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3235211 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 345500 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 345500 | RevenueNotRptdF990 |
| Revenue Subtotal | 2889711 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2889711 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1400705 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 345500 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 345500 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1055205 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1055205 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | IN JUNE 2006, THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ISSUED FASB ASC NO. 740-10 [FORMERLY INTERPRETATION NO. 48 (FIN 48)], ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH IS AN INTERPRETATION OF ASC 740'S (FORMERLY SFAS NO. 109), ACCOUNTING FOR INCOME TAXES. FASB ASC NO. 740-10 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN CTEQ'S FINANCIAL STATEMENTS IN ACCORDANCE WITH ASC 740,S AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FASB ASC NO. 740-10 REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING CTEQ'S TAX RETURN TO DETERMINE WHETHER THE TAX POSITIONS HAVE A "MORE-LIKELY-THAN-NOT" PROBABILITY OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS DEEMED TO MEET THE "MORE-LIKELY-THAN-NOT" THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT OR EXPENSE IN THE CURRENT YEAR. FASB ASC NO. 740-10 ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. ANY CUMULATIVE EFFECT FROM THE CHANGE IN ACCOUNTING PRINCIPLE RESULTING FROM THE APPLICATION OF FASB ASC NO. 740-10 IS TO BE RECOGNIZED AS AN ADJUSTMENT TO OPENING NET ASSETS. CTEQ BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. | Explanation |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | INTANGIBLE ASSETS | Description |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 77414 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | OPINION OF EXPERTS | 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 (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | GLENN BRITT AND URSULA BURNS - BUSINESS RELATIONSHIP | |
| FORM 990, PART VI, SECTION B, LINE 11 | AFTER APPROVAL BY THE CHANGE THE EQUATION'S CEO AND COO/DIRECTOR OF RESEARCH, CHANGE THE EQUATION'S FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE | |
| EVERY CHANGE THE EQUATION BOARD MEMBER AND OFFICER ANNUALLY SIGNS A STATEMENT AFFIRMING THAT HE OR SHE (I.) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY AND (II.) WILL COMPLY WITH THE POLICY. WITH RESPECT TO ANY BOARD DISCUSSION OR DECISION INVOLVING MATTERS COVERED BY THIS POLICY, THE MINUTES OF THE BOARD MEETING AT WHICH SUCH DISCUSSION OR DECISION TAKE PLACE MUST REFLECT IN DETAIL THE BOARD DELIBERATIONS AND THE VOTING PROCESS, SPECIFICALLY INDICATING THAT THE DIRECTOR OR OFFICER WHOSE SITUATION WAS CONSIDERED WAS NOT PRESENT IN THE ROOM EITHER DURING THE DISCUSSION OR FOR THE VOTE. IN ADDITION, ANY MARKET DATA OR INFORMATION CONSIDERED BY THE BOARD IN APPROVING OR DISAPPROVING A PROPOSED TRANSACTION COVERED BY THIS POLICY MUST BE ATTACHED TO THE MINUTES OF THE BOARD MEETING AT WHICH SUCH CONSIDERATION TOOK PLACE. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE FOUNDING MEMBERS OF CTEQ RETAINED THE SERVICES OF TERRA SEARCH PARTNERS, AN EXECUTIVE SEARCH FIRM HEADQUARTERED IN CALIFORNIA. PART OF THE PRACTICE OF THIS SEARCH FIRM INCLUDES NON-PROFITS; THE PERSON LEADING THE SEARCH FOR CTEQ PRESENTED COMPARABLE SALARY DATA FOR THE CEO POSITION TO THE FOUNDING MEMBERS, WHO SETTLED ON THE FINAL AMOUNT. THE GATES FOUNDATION DONATED THE SERVICES OF THE MONITOR GROUP TO HELP CONCEPTUALIZE STAFFING NEEDS OF THE NEW ORGANIZATION AND RECOMMENDED ASSOCIATED COMPENSATION FOR EACH POSITION. ONCE THE BENCHMARK SALARY LEVEL WAS SET FOR THE CEO, RECOMMENDATIONS FROM THE MONITOR GROUP, EXPERIENCE AND EXISTING COMPENSATION LEVELS OF THE INDIVIDUALS BEING HIRED WERE CONSIDERED IN MAKING SALARY OFFERS. | FORM 990, PART VI, SECTION B, LINE 15 | |
| CHANGE THE EQUATION MAKES ITS GOVERNING DOCUMENTS,CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. IN ADDITION, CHANGE THE EQUATION WILL MAINTAIN ITS FORM 990 IN GUIDESTAR'S DATABASE OF INFORMATION ON NON-PROFIT ORGANIZATIONS | FORM 990, PART VI, SECTION C, LINE 19 |
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