2011-09-06T12:33:26-05:00 2010-12-31 Kositzka Wicks and Company 5500 Cherokee Ave Suite 400 Alexandria VA 22312 990 2010-01-01 237044533 Cooperative Development Foundation COOP 7033028093 2011 Crystal Drive No 800 Arlington VA 22202 Elizabeth Bailey 7033028093 2011-11-15 Stephen G Travis 7036422700 2010 2016-02-24 21:20:13Z Elizabeth Bailey 2011 Crystal Drive No 800 Arlington VA 22202 637581 0 X http://www.cdf.coop X 1944 IL The Foundation promotes community, economic and social development through cooperative enterprise development. The Foundation provides scholarships and promotes education programs that increase understanding of the cooperative business structure, cooperative governance, and the cooperative principles of self-help and mutual aid. The Foundation also acts as a catalyst to bring individuals and organizations together to identify new and innovative opportunities for cooperative development that will stimulate economic activity in communities and diverse sectors of the economy. 8 8 3 25 0 0 209354 307766 26014 7065 194219 170499 140441 84278 570028 569608 353416 211835 0 0 222506 224664 0 0 52276 159588 123467 735510 559966 -165482 9642 4364349 4121856 350179 130781 4014170 3991075 X The Foundation promotes community, economic and social development through cooperative enterprise development. The Foundation provides scholarships and promotes education programs that increase understanding of the cooperative business structure, cooperative governance, and the cooperative principles of self-help and mutual aid. The Foundation also acts as a catalyst to bring individuals and organizations together to identify new and innovative opportunities for cooperative development that will stimulate economic activity in communities and diverse sectors of the economy. 0 0 396157 211835 7182 Through its grant and loan funds, the foundation raises and distributes funds for cooperative development projects that meet community, social, and economic needs. The Foundation also supports training programs on cooperative-related topics for cooperative staff, members of cooperative boards of directors and the general public. 396157 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 11 0 3 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 1 1 0 0 AL AZ AR CA CT FL GA IN KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN VA WA WV WI X X The Foundation 7033028093 2011 Crystal Drive Suite 800 Arlington VA 22202 Terry Lewis 1.00 X 0 0 0 Ralph Paige 1.00 X 0 0 0 Doug Graham 1.00 X 0 0 0 Rebecca Dunn 1.00 X X 0 0 0 James Johnson 2.00 X 0 0 0 Ira Schwartz 1.00 X 0 0 0 Gasper Kovach Jr 1.00 X X 0 0 0 Mary McLaury 1.00 X 0 0 0 Elizabeth Bailey 40.00 X 82917 0 0 82917 0 0 0 0 0 0 0 84000 6680 217086 307766 Interest on loans to c 900099 7065 7065 7065 170499 170499 152134 84000 67973 84161 84161 Other Income 900099 117 117 117 569608 7182 0 254660 211835 211835 82917 40024 31016 11877 99943 45974 33981 19988 5585 2569 1899 1117 21899 10074 7445 4380 14320 6587 4869 2864 12932 7759 5173 30960 27864 3096 14400 8279 3529 2592 17356 8678 6942 1736 15658 7204 5325 3129 8140 3744 2768 1628 2239 1791 448 4984 2293 1695 996 1080 497 367 216 3757 1728 1277 752 Transfer to NCDF 6954 6954 Postage and delivery 2044 940 695 409 Equipment rental and ma 1778 818 605 355 Printing and duplicatio 956 440 325 191 Dues, subscriptions, an 229 105 78 46 559966 396157 111533 52276 153912 82038 47134 40464 16280 353529 153473 22265 29065 5398 3115 3363 2283 3784146 3798253 4364349 4121856 98179 126846 76000 3935 6000 170000 350179 130781 X 72125 53794 3444885 3614151 497160 323130 4014170 3991075 4364349 4121856 X 9642 -32737 X X 0 1 1 X 0 X 609370 394295 420988 303016 307766 2035435 609370 394295 420988 303016 307766 2035435 365040 1670395 227118 199199 295647 175219 170499 1067682 1376 650 117 2143 3105260 819111 0.53790 0.61560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 497160 25970 200000 323130 480860 16300 497160 4005383 92030 170299 217752 4049960 1.00000 0 0 5398 3115 2283 2283 569608 559966 9642 -32737 -32737 -23095 524244 -32737 1773 -30964 555208 14400 14400 569608 547339 1773 1773 545566 14400 14400 559966 Description of Intended Use of Endowment Funds: Part V, Line 4: The Foundation's endowment funds are restricted to support specific cooperative activities and to provide leadership training and other specified development activities. The Foundation intends to use the endowment funds for their restricted purposes. Description of Uncertain Tax Positions Under FIN 48: Part X: The following was disclosed related to uncertain tax positions in the financial statements. CDF is exempt from income taxes under Section 501(c)(3) of the Internal Revenue code and is classified as an organization other than a private foundation under 509(a) of the Internal Revenue Code. The Foundation adopted the provisions in FASB ASC 740-10. Hall of Fame Banquet 196035 84000 112035 34455 24733 Race 40099 40099 8785 236134 84000 152134 34455 33518 67973 84161 1 Federation of Southern CooperativeLAF 2769 Church Street East Point GA 30344 581026695 501(c)(3) 10000 General support for the South's poorest counties National Cooperative Business Assoc 1401 New York Avenue NW Suite 1100 Washington DC 20005 362007481 501(c)(6) 51000 Co-op business development, board, and other education ACDIVOCA 50 F Street NW Suite 1075 Washington DC 20001 052081146 15000 General support Direct Care Alliance 4 West 43rd Street Unit 611 New York NY 10036 260116549 15000 General support National Rural Electric Coop Association 4301 Wilson Boulevard Arlington VA 22203 530116145 24250 General support Partners Worldwide 6139 Tahoe Drive Grand Rapids MI 49546 383293173 5000 General support Resident Owned Communities USA 7 wall Street Concord NH 03301 352319441 50000 General support World Council of Credit Unions 5710 Mineral Point Road Madison WI 53705 391143339 23750 General support Consumer Cooperative Management Association 1300 Linden Drive Room 345A Madison WI 53706 391805963 11947 General support 3 Form 990, Part VI, Section A, line 6 The board of the National Cooperative Business Association are the members of CDF. Form 990, Part VI, Section A, line 7a The members of the Cooperative Development Foundation, which are the board of the National Cooperative Business Association, have the power to elect up to 5 of the allowed 9 directors of the Cooperative Development Foundation governing board. Form 990, Part VI, Section B, line 11 The 990 is sent to the Board's audit committee for approval before it is filed. Form 990, Part VI, Section B, line 12c The conflict of interest policy is completed annually after a review of situations that need to be disclosed. Form 990, Part VI, Section B, line 15a Compensation of the Executive Director is initially based on senior management compensation at similar sized non-profit organizations. Each year, the board determines the amount of a raise, if any, based on the performance of the Executive Director and the amount the Foundation can afford. Form 990, Part VI, Section C, line 19 Financial statements, governing documents, and the conflict of interest policy are available upon request. Condensed financial information is also included in the annual report and available on the Foundation's website. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized losses on investments: -32,737. The oversight and selection process have not changed. National Cooperative Business Association 1401 NY Ave NW 1100 Washington DC 20005 362007481 VA 501(c)(6) 0 0 1 1 0 0 0 0 0 0 1 0 1 1 0 1 0 0 0 National Cooperative Business Association O 238059 National Cooperative Business Association B 51000