ACADEMY FOR THE LOVE OF LEARNING INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ACADEMY FOR THE LOVE OF LEARNING INC (EIN 86-0945282)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201141369349302784
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T14:01:30-05:00 | 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 | PULAKOS CPAS PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5921 JEFFERSON STREET NE | AddressLine1 |
| City | ALBUQUERQUE | City |
| State | NM | State |
| ZIP Code | 87109 | 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 | 860945282 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACADEMY FOR THE LOVE OF LEARNING | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ACAD | NameControl |
| Phone | 5059951860 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 SETON VILLAGE ROAD | AddressLine1 |
| City | SANTA FE | City |
| State | NM | State |
| ZIP Code | 87508 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AARON STERN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 5059951860 | Phone |
| Date Signed | 2011-05-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CARL D HARPER | Name |
| Phone | 5053381500 | 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) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | AARON STERN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 SETON VILLAGE ROAD | AddressLine1 |
| City | SANTA FE | City |
| State | NM | State |
| ZIP Code | 87508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3854811 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ALOVEOFLEARNING.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O THE ACADEMY'S MISSION IS TO AWAKEN, ENLIVEN, NURTURE, AND SUSTAIN THE NATURAL LOVE OF LEARNING IN PEOPLE OF ALL AGES THROUGH RESEARCH, DEVELOPMENT, IMPLEMENTATION, AND DISSEMINATION OF EDUCATIONAL PROGRAMS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 13 | TotalNbrEmployees |
| Total Nbr Volunteers | 2 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7676342 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3614310 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 71302 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 184421 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 165410 | InvestmentIncomePriorYear |
| Investment Income Current Year | 55580 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 500 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7913054 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3854811 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 134000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 119000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 738639 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 800793 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 178789 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 796198 | OtherExpensePriorYear |
| Other Expenses Current Year | 975892 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1668837 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1895685 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 6244217 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1959126 | RevenuesLessExpensesCY |
| Total Assets BOY | 17906219 | TotalAssetsBOY |
| Total Assets EOY | 19757584 | TotalAssetsEOY |
| Total Liabilities BOY | 209245 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 92251 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 17696974 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 19665333 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE ACADEMY'S MISSION IS TO AWAKEN, ENLIVEN, NURTURE, AND SUSTAIN THE NATURAL LOVE OF LEARNING IN PEOPLE OF ALL AGES THROUGH RESEARCH, DEVELOPMENT, IMPLEMENTATION, AND DISSEMINATION OF EDUCATIONAL PROGRAMS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 429417 | Expense |
| Revenue | 1182 | Revenue |
| Description | COMMUNITY PROGRAMS: IN 2010, THE ACADEMY CONTINUED TO IMPLEMENT ITS "LEARNING FIELD" MODEL IN VARIOUS COMMUNITY PROGRAMS IN SANTA FE, NM. THE "RITES OF PASSAGE" PROJECT SERVED 21 PARTICIPANTS IN TWO WEEKEND WORKSHOPS. THE "TEACHER RENEWAL" PROJECT SERVED 21 PARTICIPANTS FROM THE SANTA FE PUBLIC SCHOOLS IN TWO THREE-LEVEL WORKSHOPS AND SIX WISDOM CIRCLES, PLUS 23 PARTICIPANTS IN THE FIRST ANNUAL TEACHER RENEWAL SUMMER INSTITUTE. THE "EL OTRO LADO" PROJECT SERVED 76 PARTICIPANTS IN A COMMUNITY ARTS PROJECT IN ALBUQUERQUE, NM, AND ATTRACTED 250 VIEWERS TO THE EXHIBITION'S OPENING EVENT PLUS 1,300 VIEWERS OVER THE COURSE OF THE PROJECT'S EXHIBITION. THE "EVENINGS OF EXPLORATION" INTRODUCED THE ACADEMY'S WORK TO 64 PARTICIPANTS IN EIGHT EVENINGS THROUGHOUT THE YEAR. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 328581 | Expense |
| Revenue | 164685 | Revenue |
| Description | VENTANA: IN 2010, THE ACADEMY CONTINUED TO EXPAND ITS VENTANA PROGRAM TO IMPLEMENT ITS "LEARNING FIELD" MODEL INTO OTHER NONPROFIT ORGANIZATIONS. THROUGH IT THE ACADEMY WORKED WITH 5 ORGANIZATIONS INCLUDING 60 EMPLOYEES. THE ACADEMY ALSO CONTINUED TO BUILD AND ORGANIZE A FACULTY POOL TO EXPAND FURTHER THE VENTANA PROGRAM IN 2011, AND HIRED PATRICK ANDERSON TO BE THE FIRST FULL-TIME MANAGER OF THE VENTANA PROGRAM. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 284597 | Expense |
| Grants | 119000 | Grants |
| Description | IN 2010, THE ACADEMY'S RESEARCH PROGRAM CONTINUED WITH INTERNAL RETREATS, PLUS FUNDING FOR FRIENDS OF CREATION SPIRITUALITY (FCS) AND THE SOPHIA PROJECT. AT FCS, MATTHEW FOX, WHO ALSO IS THE ACADEMY'S VISITING SCHOLAR, CONTINUED HIS YELLAWE PROJECT TO REINVENT EDUCATION FOR AT-RISK YOUTH IN OAKLAND, CA, AS WELL AS EXPANDING INTO OTHER URBAN COMMUNITIES. THE SOPHIA PROJECT CONTINUED TO DEVELOP AND IMPLEMENT ITS PARENT EDUCATION PROJECT FOR HOMELESS FAMILIES AND THEIR CHILDREN. THE FUNDED WORK AT BOTH FCS AND THE SOPHIA PROJECT INFORMS THE ACADEMY'S DEVELOPMENT OF ITS EDUCATIONAL PROGRAMS. INTERNALLY, THE ACADEMY'S RESEARCH WORK SERVED 13 EMPLOYEES IN FOUR STAFF RETREATS, 22 STAFF AND TEACHERS IN AN EL OTRO LADO RETREAT, AND 13 FACULTY MEMBERS IN A FACULTY ORIENTATION RETREAT. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 282797 | Expense |
| Revenue | 18554 | Revenue |
| Description | THE ACADEMY HAD THREE OTHER MAIN PROGRAM SERVICE AREAS IN 2010: TRAININGS, SETON LEGACY PROJECT, AND EMERGING INITIATIVES. THROUGH TRAININGS, THE ACADEMY CONTINUED TO IMPLEMENT ITS "LEARNING FIELD" MODEL THROUGH "LEADING BY BEING" (LBB). LBB IS THE ACADEMY'S CORE, TWO-YEAR CURRICULUM FOR COMMUNITY LEADERS, TEACHERS, ARTISTS, AND OTHER INDIVIDUALS. THE THIRD INSTALLATION OF LBB, WHICH BEGAN IN 2008, FINISHED IN SEPTEMBER 2010 WITH 13 PARTICIPANTS WHO ATTENDED THREE MODULES DURING THE YEAR. THE ACADEMY'S FIRST INSTALLATION OF LEADING BY BEING-GENERATION NEXT, FOR YOUNG ADULTS, FINISHED WITH 3 PARTICIPANTS IN TWO WEEKENDS IN JANUARY AND APRIL. THE ACADEMY INTRODUCED 22 INDIVIDUALS TO ITS LBB PROGRAM THROUGH TWO "LEADING BY BEING INTRODUCTORY EVENINGS." FINALLY, THE ACADEMY CONTINUED TO RESTRUCTURE ITS LBB CURRICULUM TO LAUNCH LBB4 IN JUNE 2011. IN 2010, THE ACADEMY'S SETON LEGACY PROJECT HAD TWO MAJOR ACCOMPLISHMENTS. IN MAY WAS THE OPENING OF A YEAR-LONG EXHIBITION OF THE ART OF ERNEST THOMPSON SETON AT THE NEW MEXICO HISTORY MUSEUM. OVER 125,000 PEOPLE VISITED THE MUSEUM DURING THE EXHIBITION'S RUN. TO ACCOMPANY THE EXHIBITION, GIBBS SMITH PUBLISHED "ERNEST THOMPSON SETON: 'THE LIFE AND LEGACY OF AN ARTIST AND CONSERVATIONIST,'" BY DAVID L. WITT. MR. WITT IS THE CURATOR AND HISTORIAN OF THE ACADEMY'S SETON LEGACY PROJECT. IN 2011, HIS BOOK WON THE HISTORICAL SOCIETY OF NEW MEXICO'S RALPH TWITCHELL AWARD, GIVEN ANNUALLY FOR THE BEST HISTORY BOOK ABOUT NEW MEXICO. ALSO, THE ACADEMY HOSTED A SETON BIRTHDAY EVENT FOR 90 PARTICIPANTS AND HELD A SETON TOUR AT THE ACADEMY'S NEW CENTER FOR 55 PARTICIPANTS. THE ACADEMY CONTINUES TO BUDGET FUNDS FOR EMERGING INITIATIVES, UNFORESEEN PROGRAM OPPORTUNITIES THAT ARISE DURING THE YEAR. IN 2010, HOWEVER, ALL OF THE ACADEMY'S PROGRAM WORK (AND HENCE PROGRAM EXPENSES AND REVENUE) FELL UNDER THE ABOVE FIVE PROGRAM AREAS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 282797 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 18554 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 1325392 | 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 | 1 | 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 | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | 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 | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | 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 | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | 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 | 38 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 13 | 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 | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | 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 | 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 | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AARON STERN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5059951860 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 SETON VILLAGE ROAD | AddressLine1 |
| City | SANTA FE | City |
| State | NM | State |
| ZIP Code | 87508 | ZIPCode |
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 |
|---|---|---|---|---|---|---|
| AARON STERN | ||||||
| PRESIDENT / EXECUTIVE DIRE | 40.00 | X | X | 118450 | 0 | 27184 |
| DAVID GORDON | ||||||
| VP/SECRETARY | 36.00 | X | X | 61575 | 0 | 10271 |
| MARIANNE MURRAY | ||||||
| FACULTY | 18.00 | X | 35000 | 0 | 6013 | |
| ANN STAHL | ||||||
| TREASURER | 0.00 | X | X | 0 | 0 | 0 |
| MARY ELLEN PETRISKO | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| CAROL COLE | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| VIVI ROGERS | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 215025 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 43468 | 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 (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| WOLF CORPORATION | |||||
| 984 ACEQUIA MADRE | SANTA FE | NM | 87501 | CONSTRUCTION | 4192036 |
| SPEARS ARCHITECTS | |||||
| 1334 PACHECO STREET | SANTA FE | NM | 87505 | ARCHITECTURE | 177764 |
| DOWN TO EARTH LANDSCAPES INC | |||||
| PO BOX 32311 | SANTA FE | NM | 87594 | LANDSCAPING | 172119 |
| WATER MANAGEMENT ASSOC LLC | |||||
| 1730 CAMINO CARLOS REY STE 206 | SANTA FE | NM | 87507 | IRRIGATION SYSTEM | 123784 |
| DANIEL E BRANNEN JR | |||||
| 215 W SAN FRANCISCO ST STE 204 | SANTA FE | NM | 87501 | GENERAL COUNSEL & FINANCE MANAGER | 123695 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| All Other Contributions | 3614310 | AllOtherContributions |
| Total Contributions | 3614310 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| VENTANA FEES | 611600 | 164685 | 164685 |
| TRAININGS | 611600 | 17793 | 17793 |
| COMMUNITY PROGRAMS | 611600 | 1182 | 1182 |
| SETON LEGACY | 611600 | 761 | 761 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 184421 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 55580 | TotalRevenueColumn |
| Exclusion | $55,580 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 500 | TotalRevenueColumn |
| Exclusion | $500 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 500 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3854811 | TotalRevenueColumn |
| Related Or Exempt Function Income | 184421 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $56,080 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119000 | Total |
| Program Services | 119000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 215025 | Total |
| Program Services | 144632 | ProgramServices |
| Management And General | 43423 | ManagementAndGeneral |
| Fundraising | 26970 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 415586 | Total |
| Program Services | 280756 | ProgramServices |
| Management And General | 82476 | ManagementAndGeneral |
| Fundraising | 52354 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43321 | Total |
| Program Services | 29164 | ProgramServices |
| Management And General | 8715 | ManagementAndGeneral |
| Fundraising | 5442 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77678 | Total |
| Program Services | 55271 | ProgramServices |
| Management And General | 13766 | ManagementAndGeneral |
| Fundraising | 8641 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49183 | Total |
| Program Services | 33168 | ProgramServices |
| Management And General | 9772 | ManagementAndGeneral |
| Fundraising | 6243 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42340 | Total |
| Program Services | 2725 | ProgramServices |
| Management And General | 39615 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20000 | Total |
| Management And General | 20000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 321768 | Total |
| Program Services | 230718 | ProgramServices |
| Management And General | 58231 | ManagementAndGeneral |
| Fundraising | 32819 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18482 | Total |
| Program Services | 10576 | ProgramServices |
| Management And General | 6261 | ManagementAndGeneral |
| Fundraising | 1645 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45437 | Total |
| Program Services | 16125 | ProgramServices |
| Management And General | 25364 | ManagementAndGeneral |
| Fundraising | 3948 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82647 | Total |
| Program Services | 46276 | ProgramServices |
| Management And General | 18648 | ManagementAndGeneral |
| Fundraising | 17723 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40251 | Total |
| Program Services | 25423 | ProgramServices |
| Management And General | 7174 | ManagementAndGeneral |
| Fundraising | 7654 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31451 | Total |
| Program Services | 22110 | ProgramServices |
| Management And General | 6412 | ManagementAndGeneral |
| Fundraising | 2929 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45723 | Total |
| Program Services | 30930 | ProgramServices |
| Management And General | 8848 | ManagementAndGeneral |
| Fundraising | 5945 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OUTSIDE FACULTY/FACILIT | 222923 | 222923 | ||
| UTILITIES | 16175 | 8900 | 5381 | 1894 |
| STAFF DEVELOPMENT | 11458 | 1874 | 7551 | 2033 |
| REPAIRS & MAINTENANCE | 9724 | 795 | 8929 | |
| PROPERTY TAXES | 6233 | 6233 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61280 | Total |
| Program Services | 44026 | ProgramServices |
| Management And General | 14705 | ManagementAndGeneral |
| Fundraising | 2549 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1895685 | Total |
| Program Services | 1325392 | ProgramServices |
| Management And General | 391504 | ManagementAndGeneral |
| Fundraising | 178789 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 623145 | BOY |
| EOY | 212411 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4878176 | BOY |
| EOY | 4040367 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18627 | BOY |
| EOY | 27454 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 14753778 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 189219 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9529282 | BOY |
| EOY | 14564559 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2852960 | BOY |
| EOY | 909649 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4029 | BOY |
| EOY | 3144 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17906219 | BOY |
| EOY | 19757584 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 192524 | BOY |
| EOY | 92151 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16721 | BOY |
| EOY | 100 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 209245 | BOY |
| EOY | 92251 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17696974 | BOY |
| EOY | 19665333 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17696974 | BOY |
| EOY | 19665333 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17906219 | BOY |
| EOY | 19757584 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1959126 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 9233 | 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) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
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
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 250120 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 680000 | OtherCostOrOtherBasis |
| Book Value | 680000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13568312 | OtherCostOrOtherBasis |
| Book Value | 13568312 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3340 | OtherCostOrOtherBasis |
| Depreciation | 2934 | Depreciation |
| Book Value | 406 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 252006 | OtherCostOrOtherBasis |
| Depreciation | 186285 | Depreciation |
| Book Value | 65721 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 250120 | OtherCostOrOtherBasis |
| Book Value | 250120 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 14564559 | TotalOfBookValueLandBuildings |
| Total Revenue | 3854811 | TotalRevenue |
| Total Expenses | 1895685 | TotalExpenses |
| Excess Or Deficit For Year | 1959126 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 9233 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 9233 | TotalAdjustments |
| Excess Or Deficit Per FS | 1968359 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3864044 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 9233 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 9233 | RevenueNotRptdF990 |
| Revenue Subtotal | 3854811 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3854811 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1895685 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1895685 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1895685 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE ACADEMY MAINTAINS A COLLECTION OF ART AND ARTIFACTS MADE BY ERNEST THOMPSON SETON AND OTHERS. THE COLLECTION FURTHERS THE ACADEMY'S EXEMPT PURPOSE BY PROVIDING MATERIAL FOR USE IN THE ACADEMY'S PROGRAMS, WORKSHOPS, CONFERENCES, COLLABORATIONS, AND PUBLICATIONS REGARDING LEARNING AND EDUCATION. | |
| PART X: | THE ACADEMY IS A NON-PROFIT EDUCATIONAL INSTITUTION AND IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE AND IS NOT A PRIVATE FOUNDATION. THE ACADEMY ADOPTED ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA AS THEY RELATE TO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2010. MANAGEMENT BELIEVES THAT THEY ARE OPERATING WITHIN THEIR TAX-EXEMPT PURPOSE. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEAR ENDED DECEMBER 31, 2010. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | PUBLICATION IN LOCAL NEWSPAPER. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 2 | NumberOfEmployees |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConducted |
| Specific Services Provided | VENTANA PROJECT SERVICES FOR FRIENDSHIP ACROSS BORDERS | SpecificServicesProvided |
| Total Expenditures | 23545 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 2 | SubtotalNumberOfEmployees |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Employees | 2 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 23545 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 23545 | 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 I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| FRIENDS OF CREATION SPIRITUALITY | |||||||
| 287 17TH STREET SUITE 400 | OAKLAND | CA | 94612 | 942941888 | 501(C)(3) | 84000 | EDUCATIONAL |
| SOPHIA PROJECT | |||||||
| 820 19TH STREET | OAKLAND | CA | 94607 | 943330821 | 501(C)(3) | 35000 | EDUCATIONAL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ACADEMY PROVIDES GRANTS ONLY TO OTHER TAX-EXEMPT ORGANIZATIONS, AND ONLY RESTRICTED FOR USE IN PROJECTS THAT RELATE DIRECTLY TO THE ACADEMY'S TAX-EXEMPT PURPOSES. THE ACADEMY CONDITIONS SUCH GRANTS UPON THE GRANTEE AGREEING TO PROVIDE THE ACADEMY WITH A FULL REPORT, NORMALLY ANNUALLY, CONTAINING THE GRANTEE'S OBJECTIVES, METHODOLOGY, OUTCOMES, AND ASSESSMENTS FOR THE PROJECT, INCLUDING REFLECTION ON HOW THE RESULTS MIGHT BE ADAPTED IN OTHER ORGANIZATIONS, INCLUDING THE ACADEMY. THE ACADEMY MONITORS THE DEADLINES FOR THESE GRANT REPORTS TO ENSURE TIMELY RECEIPT OF THEM. THEN THE ACADEMY READS EACH REPORT TO ENSURE THAT THE GRANT FUNDS WERE USED FOR THE PROJECT TO WHICH THE GRANT WAS RESTRICTED, AND TO LEARN HOW THE GRANTEE'S PROJECT RESULTS CAN BE INCORPORATED INTO THE ACADEMY'S WORK IN LEARNING AND EDUCATION. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| DAVID GORDON | |||
| VICE PRESIDENT / SECRETARY | 24481 | THE ORGANIZATION LEASES AN APARTMENT IN MANHATTAN, NEW YORK, FROM THE VICE PRESIDENT / SECRETARY. THE APARTMENT IS USED AS AN OFFICE AND GIVES THE ORGANIZATION A BASE OF OPERATIONS IN THE NEW YORK REGION. THE RENTAL PRICE IS BELOW THE FAIR MARKET VALUE OF SIMILAR APARTMENTS IN NEW YORK. THE BOARD APPROVED THE LEASE WITH THE INTERESTED TRUSTEE ABSENT AND ABSTAINING FROM THE VOTE. | 0 |
| CAROL COLE | |||
| TRUSTEE | 35000 | IN 2010, THE ACADEMY GRANTED $35,000 TO THE SOPHIA PROJECT TO FUND ITS PARENT EDUCATION PROGRAM FOR HOMELESS FAMILIES AND THEIR CHILDREN, WHICH WORK INFORMS THE ACADEMY'S EDUCATIONAL PROGRAMS. CAROL COLE IS BOTH A TRUSTEE OF THE ACADEMY AND EXECUTIVE DIRECTOR OF THE SOPHIA PROJECT. SHE DOES NOT PARTICIPATE IN ANY ACADEMY DECISIONS REGARDING THE SOPHIA PROJECT, INCLUDING THE ACADEMY'S DECISION WHETHER TO GRANT MONEY TO THE SOPHIA PROJECT. RATHER, THE ACADEMY BOARD MAKES THIS DECISION WITH MS. COLE ABSENT FROM THE DISCUSSION AND ABSENT AND ABSTAINING FROM THE VOTE. | 0 |
| DAVID GORDON | |||
| VICE PRESIDENT / SECRETARY | 1 | THE ACADEMY PREVIOUSLY CONTRACTED WITH DAVID GORDON FOR DESIGN AND CONSTRUCTION OF A MOSAIC WATER FEATURE FOR THE LOBBY OF THE ACADEMY'S NEW CENTER. MR. GORDON, AN ARTIST, ALSO IS A TRUSTEE, OFFICER, AND EMPLOYEE OF THE ACADEMY. HIS BID WAS THE LOWEST OF THREE FOR THE CONTRACT. THE BOARD APPROVED THE CONTRACT WITH MR. GORDON ABSENT FROM THE DISCUSSION AND ABSENT AND ABSTAINING FROM THE VOTE. IN 2010, THE ACADEMY DID NOT MAKE ANY PAYMENTS TO MR. GORDON UNDER THE CONTRACT. | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ACADEMY AMENDED ITS BYLAWS DURING THE 2010 TAX YEAR. THE REVISED BYLAWS WERE ADOPTED ON SEPTEMBER 20, 2010. CHANGES INCLUDED CLARIFYING THE DEFINITION OF A QUORUM, REMOVING TERM LIMITATIONS, AND CLARIFYING AND SIMPLIFYING PERMITTED INDEMNIFICATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ACADEMY'S INDEPENDENT CPA FIRM PREPARES A DRAFT OF THE 990. THE DRAFT IS REVIEWED BY THE ACADEMY'S EXECUTIVE DIRECTOR AND FINANCE MANAGER, THE ACADEMY'S OUTSIDE ATTORNEY, AND THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES BEFORE IT IS FINISHED FOR FILING WITH THE IRS. ALL BOARD MEMBERS RECEIVE A COPY BEFORE THE FORM 990 IS FILED. | |
| ALL TRUSTEES, OFFICERS, AND EMPLOYEES ARE REQUIRED ANNUALLY TO READ THE CONFLICT POLICY AND TO SUBMIT A CONFLICT OF INTEREST INFORMATION FORM THAT THE FINANCE MANAGER REVIEWS AND MAINTAINS WITH THE PRESIDENT/EXECUTIVE DIRECTOR. AT THE START OF BOARD MEETINGS, TRUSTEES ARE REMINDED OF THEIR DUTY TO BE AWARE OF AND TO DISCLOSE POTENTIAL CONFLICTS. | FORM 990, PART VI, SECTION B, LINE 12C | |
| FOR THE PRESIDENT/EXECUTIVE DIRECTOR AND FOR ALL OTHER PAID OFFICERS AND EMPLOYEES WHO ALSO SERVE ON THE BOARD OF TRUSTEES, THE BOARD SETS THE SALARIES USING SALARY SURVEY DATA FOR COMPARABLE POSITIONS AND TAKING INTO CONSIDERATION EACH EMPLOYEE'S VALUE TO THE ACADEMY AND INDIVIDUAL RESPONSIBILITY AND CIRCUMSTANCES. THIS PROCESS IS SUBJECT TO THE ACADEMY'S CONFLICT OF INTEREST POLICY. COMPENSATED OFFICERS AND EMPLOYEES WHO ALSO ARE BOARD MEMBERS ARE ABSENT AND ABSTAIN FROM DISCUSSION AND VOTE CONCERNING THEIR OWN SALARIES. FORM 990, PART VI, SECTION B, LINE 15B: FOR EACH EMPLOYEE WHO IS ALSO A BOARD MEMBER OR AN OFFICER, THE BOARD SETS THE SALARIES USING SALARY SURVEY DATA FOR COMPARABLE POSITIONS AND TAKING INTO CONSIDERATION EACH EMPLOYEE'S VALUE TO THE ACADEMY AND INDIVIDUAL RESPONSIBILITY AND CIRCUMSTANCES. THIS PROCESS IS SUBJECT TO THE ACADEMY'S CONFLICT OF INTEREST POLICY. COMPENSATED OFFICERS AND EMPLOYEES WHO ALSO ARE BOARD MEMBERS ARE ABSENT AND ABSTAIN FROM DISCUSSION AND VOTE CONCERNING THEIR OWN SALARIES. | FORM 990, PART VI, SECTION B, LINE 15 | |
| GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE AT THE DISCRETION OF THE BOARD OR MANAGEMENT, OR AS OTHERWISE REQUIRED BY LAW. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 9,233. | FORM 990, PART XI, LINE 5: |
| THERE IS NO CHANGE FROM PRIOR YEAR TO THE OVERSIGHT PROCESS OR SELECTION PROCESS. | PART XII LINE 2C |
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