CERES INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CERES INC (EIN 22-3053747)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-07-25
- IRS object ID
- 201142069349300424
- 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 | 2011-07-25T12:59:34-05:00 | 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 | CBIZ TOFIAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 MASSACHUSETTS AVENUE | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02139 | 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 | 223053747 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CERES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CERE | NameControl |
| Phone | 6172470700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 CHAUNCY STREET 6TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021111703 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GORDON MACFARLAND | Name |
| Title | CFO | Title |
| Phone | 6172470700 | Phone |
| Date Signed | 2011-07-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH M GISO MST | Name |
| Phone | 6177610600 | Phone |
| Date Prepared | 2011-07-18 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MINDY LUBBER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 CHAUNCY STREET 6TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021111703 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7102484 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CERES.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1990 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | CERES, INC. (CERES) IS A BOSTON-BASED ORGANIZATION THAT ORGANIZES AND COORDINATES A COALITION OF INVESTOR, ENVIRONMENTAL, AND PUBLIC INTEREST ORGANIZATIONS TO INCREASE CORPORATE TRANSPARENCY, ADDRESS SOCIAL AND ENVIRONMENTAL CHALLENGES AND INTEGRATE SUSTAINABLE SOLUTIONS INTO BUSINESS STRATEGIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 82 | TotalNbrEmployees |
| Total Nbr Volunteers | 16 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7103785 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4301463 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2118063 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2525281 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 24055 | InvestmentIncomePriorYear |
| Investment Income Current Year | 27834 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 313365 | OtherRevenuePriorYear |
| Other Revenue Current Year | 241696 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9559268 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7096274 | 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 | 3554241 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4063211 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 7050 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 7422 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 622112 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3303114 | OtherExpensePriorYear |
| Other Expenses Current Year | 3125380 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6864405 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7196013 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2694863 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -99739 | RevenuesLessExpensesCY |
| Total Assets BOY | 8385460 | TotalAssetsBOY |
| Total Assets EOY | 8004221 | TotalAssetsEOY |
| Total Liabilities BOY | 1367590 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1086090 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7017870 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6918131 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1155308 | Expense |
| Revenue | 209829 | Revenue |
| Description | INVESTOR PROGRAMS: CERES WORKS WITH INVESTORS WORLDWIDE TO IMPROVE CORPORATE AND PUBLIC POLICIES ON CLIMATE CHANGE AND OTHER ENVIRONMENTAL, SOCIAL AND CORPORATE GOVERNANCE ISSUES. AS PART OF THIS MISSION, IN 2003 CERES LAUNCHED AND CONTINUES TO COORDINATE THE INVESTOR NETWORK ON CLIMATE RISK (INCR), NOW AN ALLIANCE OF 100 LEADING U.S. AND EUROPEAN INSTITUTIONAL INVESTORS WITH ASSETS OF OVER $10 TRILLION. THROUGH INCR, CERES HAS MOBILIZED MAJOR INSTITUTIONAL INVESTORS TO PRESS COMPANIES FOR CLIMATE RISK ANALYSIS AND DISCLOSURE. INVESTOR SUMMITS, COORDINATED BY CERES, WERE HELD AT THE UNITED NATIONS IN 2003, 2005, 2008, AND 2010 AND PLANS FOR A 2012 SUMMIT ARE UNDERWAY. THESE GATHERINGS BRING TOGETHER LEADERS FROM GLOBAL ASSET OWNERS AND MANAGERS TO CONSIDER HOW COLLECTIVELY THEIR ACTIONS AND DECISIONS CAN INFLUENCE AND LEVERAGE CORPORATE BEHAVIOR AND ACCOUNTABILITY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1604738 | Expense |
| Revenue | 100000 | Revenue |
| Description | INDUSTRY PROGRAMS: CERES BRINGS INVESTORS AND ENVIRONMENTAL EXPERTS TOGETHER WITH REPRESENTATIVES FROM INDUSTRIES ENGAGED IN THE ELECTRIC POWER, OIL, INSURANCE, TRANSPORTATION, AND REAL ESTATE SECTORS TO CREATE SOLUTIONS TO A RANGE OF ENVIRONMENTAL PROBLEMS ATTRIBUTABLE TO THE ACTIVITIES CONDUCTED BY COMPANIES IN THESE SECTORS. CERES HAS DEVELOPED A WATER PROGRAM, WHICH LOOKS AT CROSS-CUTTING ISSUES RELATED TO WATER USE AND QUALITY IN COMPANY SUPPLY CHAINS AND PRODUCTION PROCESSES. CERES IS COORDINATING DIALOGUES ON CLIMATE CHANGE WITH THE ELECTRIC POWER SECTOR, COMMERCIAL REAL ESTATE DEVELOPERS AND OPERATORS, AND OIL COMPANIES. CERES HAS ENGAGED WITH INSURANCE COMPANIES AND REGULATORS TO INCORPORATE ENVIRONMENTAL IMPACTS IN RISK ASSESSMENT MODELS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1799975 | Expense |
| Revenue | 459041 | Revenue |
| Description | POLICY PROGRAMS: CERES IS ENGAGED IN DEVELOPING CLIMATE AND ENERGY POLICIES THAT ENCOURAGE SUSTAINABLE BUSINESS PRACTICES WHICH LESSEN THE IMPACTS OF GLOBAL WARMING. CERES EDUCATES BUSINESS LEADERS AND INVESTORS ON RELATED ISSUES AND OPPORTUNITIES AND INVOLVES THEM IN THE POLITICAL PROCESS. IN 2010, CERES EXPANDED THE BUSINESS FOR INNOVATIVE CLIMATE AND ENERGY POLICY (BICEP) COALITION. CERES STAFF WORK WITH THIS COALITION OF WELL-KNOWN CONSUMER BRANDS TO PROMOTE POLICIES ADDRESSING LONG-TERM ECONOMIC THREATS POSED BY GLOBAL WARMING. CERES COLLABORATES WITH OTHER ORGANIZATIONS TO FURTHER THE GOALS OF THE PROGRAM. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 999369 | 1299172 | CORPORATE PROGRAMS: CERES HELPS COMPANIES MAKE THE CONNECTION BETWEEN SUSTAINABILITY AND STRONG CORPORATE GOVERNANCE PRACTICES, WITH A FOCUS ON STRONG MANAGEMENT SYSTEMS AND ACCOUNTABILITY STRUCTURES. THIS IS ACCOMPLISHED BY CONVENING CUSTOMIZED STAKEHOLDER GROUPS FOR MEMBER COMPANIES AND WORKING WITH THESE COMPANIES TO IMPROVE THEIR PUBLIC DISCLOSURE OF SUSTAINABILITY PERFORMANCE, STRATEGY, AND GOALS. THE ULTIMATE GOAL OF THIS PROGRAM IS COMPANIES ACHIEVING MEASUREABLE PERFORMANCE IMPROVEMENTS REGARDING THEIR ENVIRONMENTAL FOOTPRINT AND SOCIAL IMPACTS. THERE ARE OVER 80 CERES COMPANIES, ABOUT 30% OF WHICH ARE IN THE FORTUNE 500. |
| 396839 | 698935 | CERES CONFERENCE: CERES STAGES AN ANNUAL MULTI-DAY CONFERENCE THAT DRAWS REPRESENTATIVES FROM ITS KEY CONSTITUENCIES: MEMBER AND PROSPECTIVE COMPANIES AND INVESTORS, COALITION MEMBERS, AND OTHER PARTIES INTERESTED IN CERES WORK. THROUGH A COMBINATION OF PLENARY AND WORKSHOP SESSIONS, THE CONFERENCE PROVIDES ATTENDEES AN OPPORTUNITY TO LEARN ABOUT BEST PRACTICES IN SUSTAINABILITY REPORTING AND PERFORMANCE AND TO HEAR ABOUT SUCCESSES ATTAINED AND CHALLENGES FACED BY COMPANIES IN MAKING SUBSTANTIVE LONG-TERM CHANGES IN THEIR PRACTICES. DURING THE CONFERENCE INVESTOR MEMBERS MEET TO CONSIDER WAYS TO BEST LEVERAGE THEIR INFLUENCE TO EFFECT CHANGES IN CORPORATE BEHAVIOR. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1396208 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 1998107 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 5956229 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | 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 | 1 | 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 | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | 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 | 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 | 36 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 82 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | 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 | 0 | 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 |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GABRIELA OCHOA FINANCE MANAGER | NamePerson |
| Telephone Number | 6172470700 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 CHAUNCY STREET 6TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021111703 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| VIDETTE BULLOCK MIXON | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| MAJORA CARTER | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| NORM DEAN | |||||||
| CO-CHAIR | 5.00 | X | 0 | 0 | 0 | X | |
| JACK EHNES | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| PAUL FREUNDLICH | |||||||
| SECRETARY | 5.00 | X | 0 | 0 | 0 | X | |
| MICHEL GELOBTER | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| NEVA GOODWIN | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| JULIE F GORTE PHD | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| ALISA GRAVITZ | |||||||
| TREASURER | 5.00 | X | 0 | 0 | 0 | X | |
| ASHOK GUPTA | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| DOUG HUSID | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| LANCE PIERCE | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| HOWARD RIFKIN | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| TEDD SAUNDERS | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| BILL SOMPLATSKY-JARMAN | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| DEBORAH SORONDO | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| ANNE STAUSBOLL | |||||||
| CO-CHAIR | 5.00 | X | 0 | 0 | 0 | X | |
| KEN SYLVESTER | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| BETSY TAYLOR | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| JOE UEHLEIN | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| MINDY LUBBER | |||||||
| PRESIDENT | 40.00 | X | 181480 | 0 | 23949 | X | |
| GORDON MACFARLAND | |||||||
| CFO | 40.00 | 98528 | 0 | 15817 | X | ||
| PEYTON FLEMING | |||||||
| DIR. STRATEGIC COMMUNICATIONS | 40.00 | 101485 | 0 | 17936 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 381493 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 57702 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | 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 |
|---|---|---|---|---|---|
| DAVID GARDINER & ASSOCIATES | |||||
| 910 17TH ST NW SUITE 210 | WASHINGTON | DC | 20006 | CONSULTING SERVICES | 274102 |
| ANGELA BONARRIGO CO CEN | |||||
| 1101 14TH ST NW STE 1200 | WASHINGTON | DC | 20005 | CONSULTING SERVICES | 132000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 4301463 | AllOtherContributions |
| Total Contributions | 4301463 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | 1604321 | 1604321 |
| CONF. FEES & SPONS. | 900099 | 698935 | 698935 |
| FEE FOR SERVICE | 541900 | 222025 | 222025 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2525281 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27696 | TotalRevenueColumn |
| Exclusion | $27,696 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6348 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6210 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 138 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 138 | TotalRevenueColumn |
| Exclusion | $138 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 241696 | TotalRevenueColumn |
| Related Or Exempt Function Income | 241696 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 241696 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7096274 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2766977 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $27,834 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 280008 | Total |
| Program Services | 148299 | ProgramServices |
| Management And General | 84781 | ManagementAndGeneral |
| Fundraising | 46928 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3018279 | Total |
| Program Services | 2524646 | ProgramServices |
| Management And General | 192309 | ManagementAndGeneral |
| Fundraising | 301324 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105077 | Total |
| Program Services | 69746 | ProgramServices |
| Management And General | 24920 | ManagementAndGeneral |
| Fundraising | 10411 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 387986 | Total |
| Program Services | 261314 | ProgramServices |
| Management And General | 75230 | ManagementAndGeneral |
| Fundraising | 51442 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 271861 | Total |
| Program Services | 184614 | ProgramServices |
| Management And General | 49806 | ManagementAndGeneral |
| Fundraising | 37441 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3400 | Total |
| Management And General | 3400 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68960 | Total |
| Management And General | 68960 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11683 | Total |
| Program Services | 11683 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7422 | Total |
| Fundraising | 7422 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14000 | Total |
| Program Services | 14000 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 314987 | Total |
| Program Services | 247731 | ProgramServices |
| Management And General | 28703 | ManagementAndGeneral |
| Fundraising | 38553 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 219505 | Total |
| Program Services | 167268 | ProgramServices |
| Management And General | 26195 | ManagementAndGeneral |
| Fundraising | 26042 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 326436 | Total |
| Program Services | 281511 | ProgramServices |
| Management And General | 25471 | ManagementAndGeneral |
| Fundraising | 19454 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 394146 | Total |
| Program Services | 376817 | ProgramServices |
| Management And General | 7643 | ManagementAndGeneral |
| Fundraising | 9686 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90978 | Total |
| Program Services | 71190 | ProgramServices |
| Management And General | 8634 | ManagementAndGeneral |
| Fundraising | 11154 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROFESSIONAL FEES | 1572498 | 1517414 | 19117 | 35967 |
| PRINTING | 108787 | 79996 | 2503 | 26288 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7196013 | Total |
| Program Services | 5956229 | ProgramServices |
| Management And General | 617672 | ManagementAndGeneral |
| Fundraising | 622112 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1702678 | BOY |
| EOY | 793482 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 352303 | BOY |
| EOY | 376631 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3505500 | BOY |
| EOY | 3064860 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1097698 | BOY |
| EOY | 687018 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109294 | BOY |
| EOY | 108511 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 556692 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 294802 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 204097 | BOY |
| EOY | 261890 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1401207 | BOY |
| EOY | 2699146 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12683 | BOY |
| EOY | 12683 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8385460 | BOY |
| EOY | 8004221 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 764832 | BOY |
| EOY | 669690 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 515258 | BOY |
| EOY | 416400 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87500 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1367590 | BOY |
| EOY | 1086090 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1416819 | BOY |
| EOY | 1945440 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5601051 | BOY |
| EOY | 4972691 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7017870 | BOY |
| EOY | 6918131 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8385460 | BOY |
| EOY | 8004221 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -99739 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | 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 | 3594376 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3449833 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6223376 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8491149 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5905922 | CurrentTaxYear |
| Total | 27664656 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3594376 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3449833 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6223376 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8491149 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5905922 | CurrentTaxYear |
| Total | 27664656 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 8132302 | AmountsSubstContributorsTotal |
| Public Support Total170 | 19532354 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15429 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 30457 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29319 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23166 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27696 | CurrentTaxYear |
| Total | 126067 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 27790723 | TotalSupport |
| Gross Receipts From Admissions Etc | 4693370 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.70280 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.69220 | 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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 11683 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 11683 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 6562218 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 6573901 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 478695 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 119674 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 337852 | CurrentYearMinus3 |
| Current Year Minus2 | 375959 | CurrentYearMinus2 |
| Current Year Minus1 | 467829 | CurrentYearMinus1 |
| Current Year | 478695 | CurrentYear |
| Total | 1660335 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,490,503 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 20000 | CurrentYearMinus2 |
| Current Year Minus1 | 95158 | CurrentYearMinus1 |
| Current Year | 11683 | CurrentYear |
| Total | 126841 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 84463 | CurrentYearMinus3 |
| Current Year Minus2 | 93990 | CurrentYearMinus2 |
| Current Year Minus1 | 116957 | CurrentYearMinus1 |
| Current Year | 119674 | CurrentYear |
| Total | 415084 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $622,626 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 0 | CurrentYearMinus3 |
| Current Year Minus2 | 0 | CurrentYearMinus2 |
| Current Year Minus1 | 0 | CurrentYearMinus1 |
| Current Year | 0 | CurrentYear |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 81075 | OtherCostOrOtherBasis |
| Depreciation | 30256 | Depreciation |
| Book Value | 50819 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 475617 | OtherCostOrOtherBasis |
| Depreciation | 264546 | Depreciation |
| Book Value | 211071 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 261890 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CERTIFICATES OF DEPOSIT | Description |
| Book Value | 2699146 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2699146 | TotalOfBookValueSecurities |
| Total Revenue | 7096274 | TotalRevenue |
| Total Expenses | 7196013 | TotalExpenses |
| Excess Or Deficit For Year | -99739 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | -99739 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7134532 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 38258 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 38258 | RevenueNotRptdF990 |
| Revenue Subtotal | 7096274 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7096274 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7234271 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 38258 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 38258 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7196013 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7196013 | 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 | CERES ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. CERES HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AS ITS ONLY SIGNIFICANT TAX POSITION AND HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. CERES IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. ITS FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THE PAST THREE YEARS FOLLOWING THE DATE OF FILING THE RELATED RETURN. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | Region |
| Number Of Offices | 1 | NumberOfOffices |
| Number Of Employees | 1 | NumberOfEmployees |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConducted |
| Specific Services Provided | AS THE VICE PRESIDENT OF CORPORATE PROGRAMS FOR CERES, ANDREA MOFFAT WORKS WITH A RANGE OF COMPANIES ON REPORTING AND DISCLOSURE, POLICY DEVELOPMENT, AND STAKEHOLDER ENGAGEMENT. HER DAILY ACTIVITIES IN CANADA INCLUDE MANAGING THE CERES CORPORATE PROGRAM TEAM AND WORKING WITH US AND INTERNATIONAL COMPANIES ON CORPORATE SOCIAL RESPONSIBILITY ISSUES. | SpecificServicesProvided |
| Total Expenditures | 67883 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 1 | SubtotalNumberOfEmployees |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 67883 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 67883 | 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 J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MINDY LUBBER | NamePerson |
| Base Compensation Filing Org | 171480 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 10000 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 7346 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 16603 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 205429 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 7 | ReturnReference |
| Explanation | THE EXECUTIVE COMMITTEE OF THE BOARD ANNUALLY REVIEWS AND APPROVES THE CEO'S COMPENSATION. A MEMBER OF THAT COMMITTEE GATHERS DATA FROM SALARY SURVEYS FROM COMPARABLE SIZED NONPROFITS AND BRINGS THAT INFORMATION BACK TO THE COMMITTEE FOR ITS DELIBERATIONS. THE COMMITTEE THEN DECIDES ON THE APPROPRIATE COMPENSATION LEVEL FOR THE COMING YEAR AND ANY BONUS WARRANTED FOR THE PRIOR YEAR. THIS IS THEN CONVEYED WITH A RECOMMENDATION TO THE FULL BOARD IN AN EXECUTIVE SESSION AND THE VOTE TAKEN TO APPROVE THE RECOMMENDED COMPENSATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION MISSION STATEMENT | FORM 990, PART III, LINE 1 | CERES' MISSION IS TO INTEGRATE SUSTAINABILITY INTO CAPITAL MARKETS FOR THE HEALTH OF THE PLANET AND ITS PEOPLE. CERES IS KNOWN FOR ITS UNIQUE ABILITY TO BRING DIVERSE GROUPS TOGETHER TO FIND POSITIVE SOLUTIONS FOR COMPLEX ENVIRONMENTAL AND SOCIAL CHALLENGES. FOR EXAMPLE, IN JANUARY 2010 AT THE UNITED NATIONS, CERES CONVENED REPRESENTATIVES OF U.S. AND INTERNATIONAL INVESTOR GROUPS REPRESENTING $22 TRILLION IN CAPITAL TO EXAMINE AND ADDRESS THE INVESTMENT RISKS AND EMERGING BUSINESS OPPORTUNITIES FROM CLIMATE CHANGE AND RELATED MACRO ENVIRONMENTAL IMPACTS. CERES INTRODUCED THE CONCEPT OF "CLIMATE RISK" TO WORLD BUSINESS LEADERS AND MOBILIZES ENGAGEMENT OF INVESTORS IN THIS EFFORT THROUGH THE INVESTOR NETWORK ON CLIMATE RISK. IN 2010, CERES LAUNCHED THE 21ST CENTURY CORPORATION: THE CERES ROADMAP FOR SUSTAINABILITY, A PROGRAM THAT LAYS OUT 20 KEY EXPECTATIONS RELATED TO GOVERNANCE, STAKEHOLDER ENGAGEMENT, DISCLOSURE AND PERFORMANCE. IN 1995 CERES HELPED FOUND THE GLOBAL REPORTING INITIATIVE, NOW THE DE-FACTO STANDARD FOR REPORTING ENVIRONMENTAL AND SOCIAL PERFORMANCE OF 1,500 COMPANIES WORLDWIDE. |
| DECREASE IN CONTRIBUTIONS AND GRANTS | FORM 990, PART I, LINE 8: CONTRIBUTIONS AND GRANTS | CERES REPORTS INCOME ON THE 990 ACCORDING TO GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, WHICH REQUIRE GRANTS AND GIFTS BE REPORTED IN INCOME IN THE YEAR RECEIVED, REGARDLESS OF WHETHER RESTRICTIONS APPLY. THE $7,103,785 REPORTED AS INCOME IN THE PRIOR YEAR WAS IN PART A RESULT OF RECEIVING SEVERAL LARGE MULTIPLE YEAR GRANTS, MUCH OF WHICH IS BEING RELEASED (EARNED) IN SUBSEQUENT YEARS. |
| FORM 990, PART VI, SECTION A, LINE 6 | ALL MEMBERS HAVE EQUIVALENT POWER EXCEPT FOR CERTAIN MEMBERS WHO HAVE ROLES WITH THE BOARD SUCH AS THE CO-CHAIRS, TREASURER, AND SECRETARY. FOR EXAMPLE, THE TREASURER WOULD CONDUCT FINANCE COMMITTEE MEETINGS AND OVERSEE THE FINANCES OF THE ORGANIZATION; WHILE THE SECRETARY'S ROLE WOULD BE TO SIGN ORGANIZATIONAL DOCUMENTS. ALL MEMBERS WOULD HAVE THE SAME POWER TO VOTE WHEN IT COMES DOWN TO ORGANIZATIONAL DECISIONS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | OUR ACCOUNTING AND AUDITING FIRM SENDS THE ORGANIZATION A QUESTIONNAIRE TO FILL OUT FOR PREPARING THE FORM 990. THIS QUESTIONNAIRE IS PREPARED AND REVIEWED BY THE FINANCE TEAM. THEN, OUR ACCOUNTING AND AUDITING FIRM PREPARES THE 990, WITH THE INFORMATION GATHERED IN THE QUESTIONNAIRE PROVIDED BY THE FINANCE TEAM, AND SENDS A DRAFT TO THE ORGANIZATION. THE SENIOR MANAGEMENT TEAM REVIEWS THIS AND EMAILS TO THE FULL BOARD FOR ITS REVIEW PRIOR TO ITS FILING. THE AUDIT COMMITTEE MEETS WITH THE AUDITORS TO REVIEW AND ACCEPT THE 990. AFTERWARDS THE 990 IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY. AS PART OF THE BOARD TRAINING, WHEN JOINING THE CERES BOARD, THE NEW BOARD MEMBER IS PROVIDED WITH THE CERES BOARD POLICIES WHICH CONTAIN THE WRITTEN CONFLICT OF INTEREST POLICY. IN THIS PACKAGE IS INCLUDED THE FORM "CONFLICT OF INTEREST STATEMENT (CIS)" WHERE THEY ARE REQUIRED TO DISCLOSE ANY CONFLICT OF INTEREST THAT MAY EXIST WITH THE ORGANIZATION. ONCE A YEAR, THE BOARD MEMBERS ARE PROVIDED THIS CIS FORM TO FILL OUT. ALSO, AS PART OF THE GOVERNANCE COMPLIANCE THE BOARD MEMBERS ARE REQUIRED TO INFORM TO ANY OF THE BOARD CO-CHAIRS OF CERES OF ANY MATERIAL CHANGE THAT DEVELOPS DURING THE YEAR IN THE INFORMATION CONTAINED IN THE FOREGOING STATEMENT. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE OF THE BOARD ANNUALLY REVIEWS AND APPROVES THE CEO'S COMPENSATION. A MEMBER OF THAT COMMITTEE GATHERS DATA FROM SALARY SURVEYS FROM COMPARABLE SIZED NONPROFITS AND BRINGS THAT INFORMATION BACK TO THE COMMITTEE FOR ITS DELIBERATIONS. THE COMMITTEE THEN DECIDES ON THE APPROPRIATE COMPENSATION LEVEL FOR THE COMING YEAR AND ANY BONUS WARRANTED FOR THE PRIOR YEAR. THIS IS THEN CONVEYED WITH A RECOMMENDATION TO THE FULL BOARD IN AN EXECUTIVE SESSION AND THE VOTE TAKEN TO APPROVE THE RECOMMENDED COMPENSATION. THE CEO IS RESPONSIBLE FOR ASSESSING THE APPROPRIATE LEVELS OF OTHER KEY EMPLOYEES. COMPENSATION IS BASED ON PERFORMANCE, LEVEL OF RESPONSIBILITY, COST OF LIVING FACTOR, INFLATION, AND TO SOME DEGREE THE NONPROFIT MARKET IN BOSTON (SALARY SURVEY STUDIES). | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FORM 990 AND ANNUAL REPORT ARE AVAILABLE AT HTTP://WWW.CERES.ORG/ABOUT-US/FINANCIALS. THE ORGANIZATION PROVIDES COPIES OF THE FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS UPON REQUEST. CERES' FORM 990 IS ALSO AVAILABLE VIA GUIDESTAR, AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. | |
| DOES THE ORGANIZATION HAVE A COMMITTEE THAT ASSUMES OVERSIGHT OF AUDIT? | FORM 990, PART XI, LINE 2C: FINANCIAL STATEMENTS & REPORTING | THE ORGANIZATION HAS AN AUDIT COMMITTEE WITHIN ITS BOARD WHICH OVERSEES THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE COMMITTEE WAS FORMED IN JULY 2009. THE COMMITTEE HAS THE RESPONSIBILITY OF MEETING WITH THE AUDITORS AND APPROVING THE AUDITED FINANCIAL STATEMENTS. |
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