ECONOMIC MOBILITY CORPORATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ECONOMIC MOBILITY CORPORATION (EIN 20-8720134)
Tax period
2024-10-01 to 2025-09-30
Filed
2026-05-14
IRS object ID
202601349349307785
Schema version
2024v5.5
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

FieldValueIRS element (for citing)
Return2026-05-14T13:52:25-05:00ReturnTs
Tax Period End2025-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390974031PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEGNER CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1230 PARK AVE FL 3AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101690005ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208720134EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ECONOMIC MOBILITY CORPORATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlECONBusinessNameControlTxt
Phone6462438852PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1233 WEST 99TH STREET 7BAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10025ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK ELLIOTTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6462438852PhoneNum
Signature2026-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonYIGIT UCTUM CPAPreparerPersonNm
PTINP01269549PTIN
Phone2125511724PhoneNum
Preparation2026-04-19PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARK ELLIOTTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1233 WEST 99TH STREET 7BAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10025ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$681,227GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressECONOMICMOBILITYCORP.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2007FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionRESEARCH, EVALUATION AND TECHNICAL ASSISTANCE TO POLICY MAKERS AND PROVIDERS OF SERVICES TO ASSIST WITH SKILLS TRAINING, CAREER DEVELOPMENT AND EMPLOYMENT OF LOW INCOME AND MARGINALIZED POPULATIONS.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers4TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,371,586PYContributionsGrantsAmt
CY Contributions Grants$635,064CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$55,297PYInvestmentIncomeAmt
CY Investment Income$46,163CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,426,883PYTotalRevenueAmt
CY Total Revenue$681,227CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$453,229PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$468,771CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$24,077CYTotalFundraisingExpenseAmt
PY Other Expenses$380,554PYOtherExpensesAmt
CY Other Expenses$268,980CYOtherExpensesAmt
PY Total Expenses$833,783PYTotalExpensesAmt
CY Total Expenses$737,751CYTotalExpensesAmt
PY Revenues Less Expenses$593,100PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$56,524CYRevenuesLessExpensesAmt
Total Assets BOY$4,333,168TotalAssetsBOYAmt
Total Assets EOY$3,360,384TotalAssetsEOYAmt
Total Liabilities BOY$158,190TotalLiabilitiesBOYAmt
Total Liabilities EOY$210,094TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,174,978NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,150,290NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ECONOMIC MOBILITY CORPORATION (MOBILITY) IDENTIFIES, DEVELOPS AND EVALUATES PROGRAMS AND POLICIES THAT ENABLE DISADVANTAGED INDIVIDUALS TO ACQUIRE THE EDUCATION, SKILLS AND NETWORKS NEEDED TO SUCCEED IN THE LABOR MARKET SO THAT THEY CAN SUPPORT THEMSELVES AND THEIR FAMILIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$637,181ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescTHE ORGANIZATION CONDUCTS RESEARCH ON PROMISING STRATEGIES AND EVALUATES PROGRAMS THAT HAVE THE POTENTIAL TO MAKE A MEANINGFUL DIFFERENCE IN PEOPLE'S LIVES BY HELPING ADULTS WITH LOW INCOMES TO ACQUIRE THE EDUCATION, SKILLS, AND NETWORKS NEEDED TO SUCCEED IN THE LABOR MARKET. IN 2025, THE ORGANIZATION WORKED WITH LEADING PRACTITIONERS TO CONDUCT RIGOROUS EVALUATIONS THAT WILL PROVIDE HIGHLY CREDIBLE EVIDENCE TO THE WORKFORCE DEVELOPMENT AND POSTSECONDARY EDUCATION FIELDS ON EFFECTIVE STRATEGIES FOR HELPING WORKERS ACCESS WELL-PAYING CAREERS. PROJECTS INCLUDED EVALUATIONS OF THE REPLICATION OF PER SCHOLAS' IT SUPPORT TRAINING IN COLUMBUS AND SILVER SPRING, THE REPLICATION OF ASAP AT TWO WEST VIRGINIA COMMUNITY COLLEGES, AND VALLEY INITIATIVE FOR DEVELOPMENT AND ADVANCEMENT (VIDA), A SISTER ORGANIZATION TO PROJECT QUEST THAT HELPS RESIDENTS OF THE RIO GRANDE VALLEY IN TEXAS PREPARE FOR WELL-PAYING CAREERS IN HIGH-DEMAND SECTORS OF THE LOCAL ECONOMY. EVALUATION OF THE REPLICATION OF PER SCHOLAS: PER SCHOLAS WAS FOUNDED IN 1995 IN NEW YORK CITY'S SOUTH BRONX WITH A MISSION TO HELP LOW-INCOME INDIVIDUALS ACCESS WELL-PAYING CAREERS IN THE TECHNOLOGY FIELD. PER SCHOLAS' IT SUPPORT PROGRAM PROVIDES 15 WEEKS OF OCCUPATIONAL SKILLS TRAINING IN PREPARATION FOR PASSING THE COMPTIA A+ CERTIFICATION EXAM AS WELL AS PROFESSIONAL DEVELOPMENT TRAINING, JOB PLACEMENT ASSISTANCE, AND TWO YEARS OF JOB RETENTION AND ADVANCEMENT SUPPORT. TWO RIGOROUS STUDIES OF PER SCHOLAS' PROGRAM IN THE SOUTH BRONX DEMONSTRATED THAT IT HAD LARGE, STATISTICALLY SIGNIFICANT IMPACTS ON PARTICIPANTS' EARNINGS. WITH GRANTS FROM ARNOLD VENTURES AND ASCENDIUM EDUCATION GROUP, MOBILITY IS CONDUCTING A RANDOMIZED CONTROLLED TRIAL EVALUATION TO ASSESS WHETHER THE EARNINGS IMPACTS FOUND IN THE EARLIER STUDIES CAN BE REPLICATED BEYOND THE BRONX IN PER SCHOLAS' NATIONAL CAPITAL REGION (NCR) AND COLUMBUS, OHIO LOCATIONS. STUDY ENROLLMENT BEGAN IN 2021 AND CONTINUED THROUGH 2024. A TOTAL OF 1,390 INDIVIDUALS ENROLLED IN THE STUDY, HALF OF WHOM WERE RANDOMLY ASSIGNED TO THE TREATMENT GROUP AND HALF TO THE CONTROL GROUP. THE STUDY'S PRIMARY OUTCOME IS AVERAGE ANNUAL EARNINGS IN THE THIRD YEAR AFTER STUDY ENROLLMENT. THE STUDY WILL RELY ON ADMINISTRATIVE DATA ON EARNINGS AND A FOLLOW-UP SURVEY, CONDUCTED THREE YEARS AFTER STUDY ENROLLMENT, THAT WILL PROVIDE A GREATER UNDERSTANDING OF HOW PER SCHOLAS AFFECTS PARTICIPANTS' EMPLOYMENT, TRAINING RECEIPT, ATTAINMENT OF INDUSTRY CREDENTIALS, AND FINANCIAL WELL-BEING. MOBILITY WILL PUBLISH MULTIPLE REPORTS ON THE STUDY'S FINDINGS REGARDING PROGRAM IMPACTS, THE PER SCHOLAS MODEL, VARIATIONS IN IMPLEMENTATION ACROSS SITES, AND PROGRAM COSTS. REPORTS WILL ADDRESS THE IMPLICATIONS OF THE FINDINGS FOR POLICY AND PROGRAMMING IN THE WORKFORCE DEVELOPMENT FIELD.VIDA EVALUATION: LAUNCHED IN 1995, VALLEY INITIATIVE FOR DEVELOPMENT AND ADVANCEMENT (VIDA) IS A NONPROFIT ORGANIZATION, LOCATED IN THE RIO GRANDE VALLEY OF TEXAS, WITH A MISSION TO PREPARE UNEMPLOYED AND UNDEREMPLOYED RESIDENTS FOR HIGH-SKILL, HIGH-WAGE JOBS WHILE ADDRESSING EMPLOYERS' NEEDS FOR SKILLED WORKERS. VIDA SUPPORTS ADULTS SEEKING TO COMPLETE OCCUPATIONAL TRAINING PROGRAMS, PRIMARILY AT AREA COLLEGES. VIDA'S SERVICES INCLUDE FINANCIAL SUPPORT TO COVER THE COSTS OF COLLEGE, INDIVIDUALIZED COUNSELING TO ADDRESS PERSONAL, FINANCIAL, AND ACADEMIC CONCERNS, REFERRALS TO OUTSIDE AGENCIES FOR SUPPORT, EMERGENCY FINANCIAL ASSISTANCE, MANDATORY GROUP MEETINGS FOCUSED ON SOFT SKILLS, AND JOB PLACEMENT SUPPORT. VIDA IS A SISTER ORGANIZATION TO PROJECT QUEST IN SAN ANTONIO, WHICH HAS DEMONSTRATED LARGE POSITIVE IMPACTS ON CREDENTIAL ATTAINMENT AND EARNINGS. WITH A GRANT FROM ARNOLD VENTURES, MOBILITY IS CONDUCTING A RANDOMIZED CONTROLLED TRIAL EVALUATION OF VIDA TO ASSESS THE PROGRAM'S IMPACTS ON POSTSECONDARY EDUCATION AND EARNINGS. THE STUDY'S PRIMARY OUTCOMES ARE EARNING A COLLEGE CREDENTIAL FOUR YEARS AFTER STUDY ENROLLMENT AND AVERAGE ANNUAL EARNINGS IN THE SEVENTH YEAR AFTER STUDY ENROLLMENT, MEASURED WITH ADMINISTRATIVE DATA. WITH SUPPORT FROM ASCENDIUM EDUCATION GROUP, MOBILITY IS STUDYING THE PROGRAM'S IMPLEMENTATION, THROUGH PROGRAM OBSERVATION AND SEMI-STRUCTURED INTERVIEWS WITH A SAMPLE OF PARTICIPANTS, TO LEARN ABOUT PARTICIPANTS' PAST EDUCATION AND WORK EXPERIENCES, THEIR DECISION TO TAKE PART IN THE PROGRAM, THE CHALLENGES THEY HAVE FACED, AND THEIR ASSESSMENT OF THE PROGRAM SERVICES. MOBILITY HAS ALSO CONTRACTED WITH A SURVEY FIRM TO CONDUCT INTERIM TRACKING ACTIVITIES TO PREPARE FOR CONDUCTING FOLLOW-UP SURVEYS TO LEARN MORE ABOUT HOW VIDA AFFECTS PARTICIPANTS' EMPLOYMENT, EDUCATION, RECEIPT OF INDUSTRY CREDENTIALS, AND FINANCIAL WELL-BEING. ENROLLMENT IN THE VIDA STUDY BEGAN IN 2024 AND IS EXPECTED TO CONTINUE THROUGH THE SUMMER OF 2028. MOBILITY WILL PUBLISH MULTIPLE REPORTS ON THE STUDY'S FINDINGS REGARDING PROGRAM IMPACTS, THE VIDA MODEL, PROGRAM COSTS, AND THE IMPLICATIONS OF THE FINDINGS FOR POLICY AND PROGRAMMING. THE STUDY WILL PROVIDE STRONG EVIDENCE TO THE POSTSECONDARY EDUCATION AND WORKFORCE DEVELOPMENT FIELDS ABOUT THE EFFECTIVENESS OF COMPREHENSIVE EFFORTS TO INCREASE LOW-INCOME ADULTS' COLLEGE COMPLETION AND ACCESS TO WELL-PAYING CAREERS.Desc
Total Program Service Expenses$637,181TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee2EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMARK ELLIOTTPersonNm
Phone6462438852PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1233 WEST 99TH STREET 7BAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10025ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeInd
MARK ELLIOTT
PRESIDENT40.00Yes (X)Yes (X)$195,000$0$40,882
PLINIO AYALA
TREASURER1.00Yes (X)Yes (X)$0$0$0
CYNTHIA SHOSS
CHAIR OF THE BOARD1.00Yes (X)Yes (X)$0$0$0
MARY PENA
DIRECTOR1.00Yes (X)$0$0$0
PAUL OSTERMAN
DIRECTOR1.00Yes (X)$0$0$0
ANNE RODER
VP & SEC/VP FOR RESEARCH & EVALUATION40.00$155,144$0$43,981Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$350,144TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$84,863TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$635,064AllOtherContributionsAmt
Total Contributions$635,064TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$46,163TotalRevenueColumnAmt
Exclusion$46,163ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$681,227TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$46,163ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$443,086TotalAmt
Program Services$376,623ProgramServicesAmt
Management And General$44,309ManagementAndGeneralAmt
Fundraising$22,154FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$25,685TotalAmt
Program Services$21,832ProgramServicesAmt
Management And General$2,569ManagementAndGeneralAmt
Fundraising$1,284FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$28,200TotalAmt
Management And General$28,200ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$220,201TotalAmt
Program Services$219,588ProgramServicesAmt
Management And General$409ManagementAndGeneralAmt
Fundraising$204FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,243TotalAmt
Program Services$1,907ProgramServicesAmt
Management And General$224ManagementAndGeneralAmt
Fundraising$112FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,713TotalAmt
Program Services$6,713ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,468TotalAmt
Program Services$5,498ProgramServicesAmt
Management And General$647ManagementAndGeneralAmt
Fundraising$323FundraisingAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,155TotalAmt
Program Services$5,020ProgramServicesAmt
Management And General$135ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$737,751TotalAmt
Program Services$637,181ProgramServicesAmt
Management And General$76,493ManagementAndGeneralAmt
Fundraising$24,077FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,218,166BOYAmt
EOY$1,145,324EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,115,002BOYAmt
EOY$2,215,060EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,333,168BOYAmt
EOY$3,360,384EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$158,190BOYAmt
EOY$210,094EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$158,190BOYAmt
EOY$210,094EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$457,102BOYAmt
EOY$562,637EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,717,876BOYAmt
EOY$2,587,653EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,174,978BOYAmt
EOY$3,150,290EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,333,168BOYAmt
EOY$3,360,384EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$56,524ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$968,164OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$347,681CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$228,648CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$769,773CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,371,586CurrentTaxYearMinus1YearAmt
Current Tax Year$635,064CurrentTaxYearAmt
Total$3,352,752TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$347,681CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$228,648CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$769,773CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,371,586CurrentTaxYearMinus1YearAmt
Current Tax Year$635,064CurrentTaxYearAmt
Total$3,352,752TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,936,268SubstantialContributorsTotAmt
Public Support Total170$1,416,484PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$217CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,959CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$39,899CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$55,297CurrentTaxYearMinus1YearAmt
Current Tax Year$46,163CurrentTaxYearAmt
Total$146,535TotalAmt
FieldValueIRS element (for citing)
Total Support$3,499,287TotalSupportAmt
Gross Receipts Rltd Activities$315,066GrossReceiptsRltdActivitiesAmt
Public Support CY1700.40480PublicSupportCY170Pct
Public Support PY1700.15310PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARK ELLIOTT
PRESIDENT$195,000$0$0$0$0$0$21,000$0$19,882$0$235,882$0$0$0
ANNE RODER
VP & SEC/VP FOR RESEARCH & EVALUATIO$155,144$0$0$0$0$0$17,000$0$26,981$0$199,125$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS PROVIDED TO THE FULL BOARD OF DIRECTORS VIA EMAIL BEFORE FILING. ALL DIRECTORS WERE AFFORDED THE OPPORTUNITY TO ASK QUESTIONS AND OFFER EDITS. THE DECISION OF WHETHER TO MAKE EDITS WAS MADE BY SENIOR MANAGEMENT WITH THE ADVICE OF ITS FISCAL ADVISORS IN CONJUNCTION WITH THE TAX PREPARER.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION HAS A "BOARD APPROVED" CONFLICTS OF INTEREST POLICY. EACH BOARD MEMBER MUST FILL OUT AN ANNUAL DECLARATION STATING THEY HAD NO CONFLICTS OR IDENTIFYING THE NATURE OF THEIR INTERESTED PARTY TRANSACTIONS. THE DECLARATIONS ARE REVIEWED AT THE BOARD LEVEL AND A DIRECTOR OR OFFICER WITH A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS REGARDING THE TRANSACTION.
FORM 990, PART VI, SECTION B, LINE 15THE BOARD, LED BY ITS TREASURER, REVIEWS COMPARABLE SALARIES BASED ON A STUDY OF OTHER ORGANIZATIONS' FORMS 990 AND REVIEWS THE PERFORMANCE OF THE VP & SEC/VP FOR RESEARCH AND EVALUATION. THE BOARD DELIBERATES ON THIS MATTER IN EXECUTIVE SESSION. THE BOARD, LED BY ITS TREASURER, REVIEWS COMPARABLE SALARIES BASED ON A STUDY OF OTHER ORGANIZATIONS' FORMS 990 AND REVIEWS THE PERFORMANCE OF THE PRESIDENT. THE BOARD DELIBERATES ON THIS MATTER IN EXECUTIVE SESSION.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11GPAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 1,849. MANAGEMENT AND GENERAL EXPENSES 211. FUNDRAISING EXPENSES 105. TOTAL EXPENSES 2,165. PENSION ADMINISTRATIVE FEES: PROGRAM SERVICE EXPENSES 1,642. MANAGEMENT AND GENERAL EXPENSES 188. FUNDRAISING EXPENSES 94. TOTAL EXPENSES 1,924. CONSULTANTS: PROGRAM SERVICE EXPENSES 85. MANAGEMENT AND GENERAL EXPENSES 10. FUNDRAISING EXPENSES 5. TOTAL EXPENSES 100. SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 216,012. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 216,012.
FORM 990, PART XI, LINE 9:LOSS ON UNCOLLECTIBLE CONTRIBUTION RECEIVABLE AND RETURN ON CONTRIBUTIONS -968,164.

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