Instrumentl eFile Render
Object ID: 202301359349317725 - Rendered 2024-09-08
TIN: 95-2577300
Form
990
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
21
Open to Public Inspection
A
For the 2021 calendar year, or tax year beginning
07-01-2021
, and ending
06-30-2022
B
Check if applicable:
Address change
Name change
Initial return
Final return/terminated
Amended return
Application pending
C
Name of organization
LEAGUE FOR INNOVATION IN THE COMMUNITY
COLLEGE
Doing business as
Number and street (or P.O. box if mail is not delivered to street address)
2040 S ALMA SCHOOL RD 1-500
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHANDLER
,
AZ
85286
D Employer identification number
95-2577300
E Telephone number
G
Gross receipts $
3,555,216
F
Name and address of principal officer:
RUFUS GLASPER
2040 S ALMA SCHOOL RD 1-500
CHANDLER
,
AZ
85286
I
Tax-exempt status:
501(c)(3)
501(c)
(
)
(insert no.)
4947(a)(1)
or
527
J
Website:
WWW.LEAGUE.ORG
H(a)
Is this a group return for
subordinates?
Yes
No
H(b)
Are all subordinates
included?
Yes
No
If "No," attach a list. See instructions.
H(c)
Group exemption number
K
Form of organization:
Corporation
Trust
Association
Other
L
Year of formation:
1969
M
State of legal domicile:
CA
Part I
Summary
1
Briefly describe the organization’s mission or most significant activities:
PROVIDE GRANT-FUNDED RESEARCH FROM BOTH PUBLIC & NON-PUBLIC AGENCIES, CONFERENCES (CONT'D SCHED O) AND INSTITUTES. PUBLISH AN ELECTRONIC NEWSLETTER AND PROVIDE CONFERENCES FOR MEMBER AND NON-MEMBER COMMUNITY COLLEGES (UNITED STATES AND INTERNATIONAL) SERVING SEVERAL THOUSAND FACULTY, STAFF, ADMINISTRATORS, AND STUDENTS. EXTENSIVE EDUCATIONAL PUBLICATIONS DISTRIBUTED TO BOTH MEMBER AND NON-MEMBERS VIA PRINT AND ELECTRONIC MEDIA.
2
Check this box
3
Number of voting members of the governing body (
Part VI
, line 1a)
........
3
19
4
Number of independent voting members of the governing body (
Part VI
, line 1b)
.....
4
19
5
Total number of individuals employed in calendar year 2021 (
Part V
, line 2a)
......
5
9
6
Total number of volunteers (estimate if necessary)
.............
6
20
7a
Total unrelated business revenue from
Part VIII
, column (C), line 12
........
7a
0
b
Net unrelated business taxable income from Form 990-T, Part I, line 11
.........
7b
0
Prior Year
Current Year
8
Contributions and grants (
Part VIII
, line 1h)
.........
959,839
1,012,561
9
Program service revenue (
Part VIII
, line 2g)
.........
1,381,691
2,436,348
10
Investment income (
Part VIII
, column (A), lines 3, 4, and 7d )
....
1,832
2,868
11
Other revenue (
Part VIII
, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)
1,531
103,439
12
Total revenue—add lines 8 through 11 (must equal
Part VIII
, column (A), line 12)
2,344,893
3,555,216
13
Grants and similar amounts paid (
Part IX
, column (A), lines 1–3 )
...
188,283
903,191
14
Benefits paid to or for members (
Part IX
, column (A), line 4)
.....
0
0
15
Salaries, other compensation, employee benefits (
Part IX
, column (A), lines 5–10)
1,043,320
1,005,321
16a
Professional fundraising fees (
Part IX
, column (A), line 11e)
.....
0
0
b
Total fundraising expenses (
Part IX
, column (D), line 25)
133,763
17
Other expenses (
Part IX
, column (A), lines 11a–11d, 11f–24e)
....
759,957
1,197,359
18
Total expenses. Add lines 13–17 (must equal
Part IX
, column (A), line 25)
1,991,560
3,105,871
19
Revenue less expenses. Subtract line 18 from line 12
.......
353,333
449,345
Beginning of Current Year
End of Year
20
Total assets (
Part X
, line 16)
.............
743,434
928,009
21
Total liabilities (
Part X
, line 26)
.............
1,184,233
941,534
22
Net assets or fund balances. Subtract line 21 from line 20
.....
-440,799
-13,525
Part II
Signature Block
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Signature of officer
Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
Check
if
self-employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions)
..........
Yes
No
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form
990
(2021)
Form 990 (2021)
Page
2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this
Part III
..............
1
Briefly describe the organization’s mission:
TO ENCOURAGE AND EVALUATE INNOVATION AND EXPERIMENTATION DESIGNED TO IMPROVE ALL ASPECTS OF COMMUNITY COLLEGE OPERATION, THROUGH THE ASSOCIATION OF A GROUP OF COMMUNITY COLLEGES.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ?
.....................
Yes
No
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services?
...........................
Yes
No
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a
(Code:
) (Expenses $
1,803,015
including grants of $
896,241
) (Revenue $
1,141,980
)
INNOVATIVE SOLUTIONS FOR HUNGER RELIEF AND STUDENT SUCCESS:(MAY 2019-DECEMBER 2021). INITIALLY A 2-YEAR PROJECT LAUNCHED IN MAY 2019, THE INITIATIVE WAS DESIGNED TO DEVELOP EFFECTIVE, INNOVATIVE MODELS FOR HUNGER RELIEF AT TWO COMMUNITY COLLEGES SERVING RURAL, ECONOMICALLY DISTRESSED AREAS, LOOKING AT FOOD INSECURITY NOT IN ISOLATION, BUT IN THE CONTEXT OF A LARGER ECOSYSTEM AND WAYS IT CAN BETTER SUPPORT THE BASIC NEEDS OF ITS POPULATION. THE COVID-19 PANDEMIC ALTERED THE PROJECT PLAN SIGNIFICANTLY AND EXTENDED THE PROJECT TO DECEMBER 31, 2021. WITH THIS END DATE, PROJECT ACTIVITIES DURING THIS PERIOD FOCUSED ON WRAP-UP AND PREPARING/DISSEMINATING REPORTS ON THE PROJECT TO THE COMMUNITY COLLEGE FIELD. EUREKA RANCH, WITH SUPPORT FROM LEAGUE PROJECT STAFF, CONTINUED FACILITATION OF (CONT'D ON SCH O) SESSIONS WITH EACH OF THE TWO COLLEGES AS NEEDED TO REFINE AND REVIEW ACTIVITIES DURING THE FINAL MONTHS OF THE PROJECT. THE LEAGUE'S VIRTUAL LEARNING SUMMIT, OCTOBER 25-27, 2021, WITH THE THEME, "A CULTURE OF CARING: CONNECTING STUDENT LEARNING AND BASIC NEEDS," SHARED LEARNINGS FROM THE TWO PROJECT COMMUNITY COLLEGES AND FROM SCHOLARS AND RESEARCHERS WITH EXPERTISE IN FOOD INSECURITY AND OTHER BASIC NEEDS INSECURITIES AMONG COMMUNITY COLLEGE STUDENTS (131 TOTAL REGISTRANTS; AUDIENCE FOR PROJECT COLLEGE PRESENTATIONS, 82 AND 92, RESPECTIVELY). BOTH PROJECT COLLEGES PRESENTED THEIR PROJECT WORK AT THE LEAGUE'S ANNUAL INNOVATIONS CONFERENCE, HELD ONLINE FEBRUARY 28-MARCH 3, 2022. THE TWO SESSIONS WERE, "INNOVATIVE SOLUTIONS FOR HUNGER RELIEF AND STUDENT SUCCESS: NORTHEAST TEXAS COMMUNITY COLLEGE" (ATTENDANCE, 11) AND "INNOVATIVE SOLUTIONS FOR HUNGER RELIEF AND STUDENT SUCCESS: WEST KENTUCKY COMMUNITY AND TECHNICAL COLLEGE" (ATTENDANCE, 7). BOTH PARTICIPATING COLLEGES AND LEAGUE PROJECT STAFF WERE PART OF A PAPER SESSION AT THE COUNCIL FOR THE STUDY OF COMMUNITY COLLEGES ANNUAL CONFERENCE, APRIL 1, 2022, TEMPE, ARIZONA, IN A SESSION TITLED, "BARRIERS TO EQUITY: WHERE IS THE SOCIAL JUSTICE IN FOOD INSECURITY FOR COMMUNITY COLLEGE STUDENTS?" (ATTENDANCE, APPROXIMATELY 20). THE PROJECT WAS FEATURED IN AN ARTICLE, "NORTHEAST TEXAS COMMUNITY COLLEGE: SERVING STUDENTS IN NEED," IN THE SPRING 2022 ISSUE OF INNOVATUS, THE LEAGUE'S DIGITAL MAGAZINE (ANNOUNCED IN THE LEAGUE'S JUNE 2022 NEWSLETTER TO 14,326 SUBSCRIBERS, ON THE LEAGUE WEBSITE, AND IN SOCIAL MEDIA). A REPORT TO THE FIELD, BEYOND THE FOOD PANTRY: A REPORT ON THE INNOVATIVE SOLUTIONS FOR HUNGER RELIEF AND STUDENT SUCCESS PROJECT, WAS PUBLISHED IN MAY 2022 (ANNOUNCED IN LEAGUE'S JUNE 2022 NEWSLETTER TO 14,326 SUBSCRIBERS, ON THE LEAGUE WEBSITE, AND IN SOCIAL MEDIA).PROJECT FIRSTLINE:INFECTION CONTROL IN COMMUNITY COLLEGE CURRICULUM (MARCH 2021-APRIL 2023). THIS PARTNERSHIP BETWEEN THE U.S. CENTERS FOR DISEASE CONTROL AND PREVENTION, AMERICAN HOSPITAL ASSOCIATION, AND LEAGUE FOR INNOVATION IN THE COMMUNITY COLLEGE IS AN INITIATIVE TO INTEGRATE ENHANCED INFECTION CONTROL CONTENT INTO COMMUNITY COLLEGE HEALTH PROFESSIONS CURRICULUM WITH A GOAL OF HELPING HEALTHCARE WORKERS START THEIR CAREERS WITH THE INFECTION CONTROL KNOWLEDGE AND REALITIES OF PRACTICE THEY NEED TO KEEP THEMSELVES AND THEIR PATIENTS SAFE. DURING THIS PERIOD, THE FACULTY TEAMS FROM THE 16 PARTICIPATING COLLEGES COMPLETED A SIX-WEEK SUMMER INTENSIVE, INCLUDING FACILITATED COMMUNITY OF PRACTICE, MASTER CLASS, AND COACHING SESSIONS FOR FACULTY PARTICIPANTS TO INTRODUCE PROJECT RESOURCES AND SUPPORT FACULTY WITH INFECTION CONTROL CURRICULUM ENHANCEMENT (THE SUMMER INTENSIVE BEGAN IN JUNE 2021). THE LEAGUE PROVIDED COACH SUPPORT FOR THE FACULTY TEAMS AS THEY USED, REVISED, AND REFINED ENHANCED CURRICULUM DURING FALL 2021 SEMESTER. THE LEAGUE HOSTED THREE MONTHLY COMMUNITY OF PRACTICE SESSIONS DURING THE FALL 2021 TERM (SEPT, OCT, NOV) FOR SHARING SUCCESSES AND LESSONS LEARNED AND PROVIDING SUPPORT FOR CONTINUED IMPLEMENTATION, REVISION, AND REFINEMENT OF ENHANCED CURRICULUM. THE LEAGUE CONDUCTED A SERIES OF FOCUS GROUPS WITH 86 STUDENTS, FACULTY, AND PRECEPTORS TO INFORM PLANNING FOR A SET OF ONLINE INSTRUCTIONAL VIDEOS AND WORKED WITH AHA AND CDC PARTNERS TO BEGIN SCRIPTING INSTRUCTIONAL VIDEOS. THE LEAGUE PLANNED, PROMOTED, AND HOSTED A FREE 3-DAY ONLINE CONVENING TO SHOWCASE PROJECT FIRSTLINE AND SHARE PROJECT RESOURCES WITH THE FIELD (APRIL 4-6, 2022); THE EVENT HAD 393 REGISTRANTS.COMMUNITY COLLEGES AND COMMUNITIES: COLLECTIVE WORKFORCE DEVELOPMENT WITH WRAPAROUND SERVICES (AUGUST 2021-JULY 2024). THE PURPOSE OF THE PROJECT IS TO CREATE MODELS FOR SUSTAINABLE WRAPAROUND SERVICES TO SUPPORT LOW-INCOME, FIRST-GENERATION COMMUNITY COLLEGE STUDENTS IN ENTERING THE WORKFORCE. DURING THIS PERIOD, PROJECT STAFF IDENTIFIED AND RECRUITED COLLEGE SITES BASED ON SERVING RURAL, URBAN, METROPOLITAN, AND TRIBAL COMMUNITIES. LEAGUE PROJECT STAFF AND PARTNERS CONDUCTED SITE VISITS TO MEET WITH COLLEGE PROJECT TEAMS AT EACH OF THE FOUR COLLEGES TO ASSESS WRAPAROUND SERVICES, CHALLENGES, OPPORTUNITIES, AND POTENTIAL FOCUS AREAS FOR THE WORK. THE PROJECT TEAM, INCLUDING REPRESENTATIVES FROM THE LEAGUE AND OTHER PARTNERS, MET MONTHLY (VIRTUALLY) TO DISCUSS PROJECT WORK. ON MAY 31-JUNE 2, 2022, COLLEGES TEAMS AND CONSULTANTS (APPROXIMATELY 50 INDIVIDUALS) MET IN PHOENIX, ARIZONA, TO DEVELOP A COLLECTION OF SYSTEMS TO HELP COLLEGES INCREASE STUDENT ENGAGEMENT WITH SUPPORT SERVICES, BOTH PROVIDED BY THE COLLEGE AND WITHIN THE LOCAL COMMUNITY. COLLEGE PROJECT TEAMS HAD FOLLOW-UP MEETINGS WITH EUREKA! RANCH STAFF TO MONITOR PROGRESS.ON-RAMPING UNDERSERVED POPULATIONS FOR CAREER PATHWAYS IN RETAIL MANAGEMENT: BUILDING A MODEL (SEPTEMBER 2021-DECEMBER 2023). THE GOAL OF THIS PROJECT IS TO DEMONSTRATE THAT THE WESTERN ASSOCIATION OF FOOD CHAINS' (WAFC) INDUSTRY-SUPPORTED RETAIL MANAGEMENT CERTIFICATE PROGRAM CAN BE A POWERFUL PORTABLE AND STRATEGIC CREDENTIAL TO HELP UNDERSERVED POPULATIONS ACCESS CAREER PATHWAYS IN RETAIL MANAGEMENT. DURING THIS PERIOD, THE LEAGUE WORKED WITH WAFC TO IDENTIFY AND ENGAGE FOUR SECONDARY PARTNERS: NATIONAL IMMIGRATION FORUM (NIF), NATIONAL RETAIL FEDERATION FOUNDATION (NRFF), HUMAN-I-T, AND CENTER FOR THE FUTURE OF ARIZONA (CFA). THE DECISION WAS MADE TO ADD NRFF'S RISE UP CURRICULUM INTO THE ON-RAMPING MODEL AND AN INSTRUCTOR WAS IDENTIFIED TO FACILITATE RISE UP TRAINING. HUMAN-I-T WAS IDENTIFIED TO ADDRESS THE DIGITAL DIVIDE BY PROVIDING REFURBISHED COMPUTERS, AFFORDABLE INTERNET, AND DIGITAL LITERACY TRAINING, AND 156 OF AN ANTICIPATED 200 COMPUTERS HAVE BEEN PURCHASED FOR PARTICIPANT USE. DATA COLLECTION ON PARTICIPANT PERFORMANCE IN DIGITAL LITERACY TRAINING IS ONGOING. FOUR COLLEGES APPROVED BY WAFC WERE SELECTED TO PARTICIPATE IN THE PROJECT: RIO SALADO COLLEGE, SAN DIEGO MESA COLLEGE, CERRITOS COLLEGE, AND FRESNO CITY COLLEGE. THE PROJECT IDENTIFIED AND WORKED WITH 10 EMPLOYERS TO OFFER THE NIF'S ENGLISH AT WORK NONCREDIT PROGRAM THAT CONTEXTUALIZES ENGLISH FOR GROCERY EMPLOYERS TO UPSKILL, RETAIN, AND PROMOTE A MORE DIVERSE WORKFORCE. OVER 200 UNDERREPRESENTED INCUMBENT WORKERS HAVE ENROLLED IN THE ENGLISH AT WORK PROGRAM, AN ON-RAMPING COMPONENT OF THE PROJECT.CERTIFICATION+DEGREE PATHWAYS IN SUPPORT OF FIRST-GENERATION, LOW-INCOME, AND ADULT LEARNERS:(FEBRUARY 2022-FEBRUARY 2025). THIS THREE-YEAR PROJECT IS DESIGNED TO OFFER COMMUNITY COLLEGES AN AFFORDABLE, SCALABLE APPROACH TO ALIGN DEGREES WITH INDUSTRY NEEDS BY SUPPORTING THE DEVELOPMENT OF ALTERNATIVE PATHWAYS WITHIN THE WORKFORCE THROUGH EMBEDDING INDUSTRY-RECOGNIZED CERTIFICATIONS INTO COMMUNITY COLLEGE COURSEWORK. ULTIMATELY, THE PROJECT WILL PROVIDE LEARNERS WITH OPPORTUNITIES TO MASTER OCCUPATIONALLY RELEVANT SKILLS THAT LEAD TO LIVING WAGE JOBS WHILE THEY'RE ON A PATHWAY TO AN ASSOCIATE'S DEGREE. DURING THIS PERIOD, THE LEAGUE DEVELOPED A REQUEST FOR PROPOSALS TO PARTICIPATE IN THE PROJECT AND, WITH PROJECT PARTNERS, A STRATEGY FOR ITS DISTRIBUTION, TARGETING COLLEGES WITH MEMBERSHIP IN BOTH HIGHER LEARNING COMMISSION AND THE LEAGUE. WORKCRED AND THE LEAGUE IDENTIFIED FOUR COMMUNITY COLLEGES THAT DEMONSTRATED THE CAPACITY TO EXECUTE ON THE GOALS OF THE PROJECT AND WITH PROPER RESOURCES TO PARTICIPATE IN THIS WORK. LEAGUE PROJECT STAFF PARTICIPATED IN THE KICK-OFF MEETING FOR PROJECT TEAM AND ALL PARTNERS AND ENGAGED THE CENTER FOR THE STUDY OF COMMUNITY COLLEGES TO LEAD THE ASSESSMENT EFFORTS FOR THE PROJECT, INCLUDING DATA TRACKING RELATED TO CURRICULUM DEVELOPMENT, FACULTY AND STAFF ENGAGEMENT, AND STUDENT CERTIFICATION AND EMPLOYMENT.
4b
(Code:
) (Expenses $
418,457
including grants of $
6,950
) (Revenue $
420,123
)
CONFERENCES AND INSTITUTES: THE LEAGUE HOLDS EVENTS TO PROVIDE FORUMS FOR MEMBERS, PARTNERS, AND NONMEMBERS TO DISCUSS CURRENT ISSUES FACING COMMUNITY COLLEGES AND SHARE THEIR INNOVATIONS AND BEST PRACTICES WITH COLLEAGUES; OPPORTUNITIES FOR INDIVIDUAL PROFESSIONAL AND LEADERSHIP DEVELOPMENT, INCLUDING PREPARATION FOR A COMMUNITY COLLEGE PRESIDENCY; AND VENUES FOR TEAM-BUILDING AND ORGANIZATIONAL DEVELOPMENT LEADING TO INNOVATIVE AND IMPROVED PRACTICE. IN THE PERIOD FROM JULY 1, 2021, THROUGH JUNE 30, 2022, THE LEAGUE HELD THREE EVENTS: (A) THE INNOVATIONS CONFERENCE WHICH INCLUDED 162 SESSIONS AND 647 REGISTRANTS; (B) THE LEARNING SUMMIT, WHICH WAS HELD IN A SINGLE-SESSION WORKSHOP FORMAT FOR A TOTAL OF 131 REGISTRANTS; AND (C) THE EXECUTIVE LEADERSHIP INSTITUTE, WHICH INCLUDED 35 SESSIONS/ACTIVITIES AND (CONT'D ON SCH O) 34 PARTICIPANTS, 26 FACULTY, AND 5 STAFF MEMBERS.
4c
(Code:
) (Expenses $
174,766
including grants of $
) (Revenue $
874,333
)
DISSEMINATION: FROM JULY 1, 2021, TO JUNE 30, 2022, THE LEAGUE PRODUCED A ANNUAL MAGAZINE, FIVE MONTHLY PERIODICALS, AND A MONTHLY NEWSLETTER, ALL IN DIGITAL FORMAT. THE 2022 ISSUE OF INNOVATUS MAGAZINE WAS ANNOUNCED IN THE LEAGUE'S E-NEWSLETTER, LEAGUE CONNECTIONS. DIGITAL PERIODICALS, INCLUDING LEADERSHIP ABSTRACTS, LEARNING ABSTRACTS, INNOVATION SHOWCASE, MEMBER SPOTLIGHT, AND PROJECT HIGHLIGHT, WERE ANNOUNCED VIA LEAGUE CONNECTIONS TO AN AVERAGE MONTHLY SUBSCRIBER LIST OF 14,850. A TOTAL OF 2,109 MAGAZINE ISSUE PAGE VIEWS AND 34,526 PERIODICAL PAGE VIEWS WERE RECORDED DURING THIS TIME PERIOD. TWO PRINT VERSIONS OF LEAGUE BOOKSONE ALTERNATIVE FUNDING FOR COMMUNITY COLLEGES AND ONE THE COMMUNITY COLLEGE BACCALAUREATE: SUPPORTING REGIONAL ECONOMIC DEVELOPMENTWERE SOLD THROUGH THE LEAGUE'S ONLINE BOOKSTORE.
4d
Other program services (Describe in Schedule O.)
(Expenses $
including grants of $
) (Revenue $
)
4e
Total program service expenses
2,396,238
Form
990
(2021)
Form 990 (2021)
Page
3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?
If "Yes," complete Schedule A
.....................
1
Yes
2
Is the organization required to complete
Schedule B, Schedule of Contributors
? See instructions.
...
2
Yes
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?
If "Yes," complete Schedule C,
Part I
.............
3
No
4
Section 501(c)(3) organizations.
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?
If "Yes," complete Schedule C,
Part II
.........
4
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19?
If "Yes," complete Schedule C,
Part III
..
5
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?
If "Yes," complete
Schedule D,
Part I
.........................
6
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures?
If "Yes," complete Schedule D,
Part II
....
7
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets?
If "Yes,"
complete Schedule D,
Part III
..............
8
No
9
Did the organization report an amount in
Part X
, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in
Part X
; or provide credit counseling, debt management, credit repair, or debt negotiation services?
If "Yes," complete Schedule D,
Part IV
..............
9
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments?
If "Yes," complete Schedule D,
Part V
......
10
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in
Part X
, line 10?
If "Yes," complete
Schedule D,
Part VI
.
...................
11a
Yes
b
Did the organization report an amount for investments—other securities in
Part X
, line 12 that is 5% or more of its total assets reported in
Part X
, line 16?
If "Yes," complete Schedule D,
Part VII
.......
11b
Yes
c
Did the organization report an amount for investments—program related in
Part X
, line 13 that is 5% or more of its total assets reported in
Part X
, line 16?
If "Yes," complete Schedule D,
Part VIII
.......
11c
No
d
Did the organization report an amount for other assets in
Part X
, line 15 that is 5% or more of its total assets reported in
Part X
, line 16?
If "Yes," complete Schedule D,
Part IX
............
11d
No
e
Did the organization report an amount for other liabilities in
Part X
, line 25?
If "Yes," complete Schedule D,
Part X
11e
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)?
If "Yes," complete Schedule D,
Part X
11f
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete
Schedule D, Parts XI and XII
......................
12a
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year?
If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional
12b
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)?
If "Yes," complete Schedule E
13
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?
.....
14a
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?
If "Yes," complete Schedule F, Parts I and IV
.........
14b
No
15
Did the organization report on
Part IX
, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization?
If “Yes,” complete Schedule F, Parts II and IV
.....
15
No
16
Did the organization report on
Part IX
, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals?
If “Yes,” complete Schedule F, Parts III and IV
...
16
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on
Part IX
, column (A), lines 6 and 11e?
If "Yes," complete Schedule G,
Part I.
See instructions.
....
17
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on
Part VIII
, lines 1c and 8a?
If "Yes," complete Schedule G,
Part II
............
18
No
19
Did the organization report more than $15,000 of gross income from gaming activities on
Part VIII
, line 9a?
If "Yes," complete Schedule G,
Part III
...................
19
No
20a
Did the organization operate one or more hospital facilities?
If "Yes," complete Schedule H
....
20a
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on
Part IX
, column (A), line 1?
If “Yes,” complete Schedule I, Parts I and II
.....
21
Yes
Form
990
(2021)
Form 990 (2021)
Page
4
Part IV
Checklist of Required Schedules
(continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on
Part IX
, column (A), line 2?
If “Yes,” complete Schedule I, Parts I and III
........
22
Yes
23
Did the organization answer "Yes" to
Part VII
, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees?
If "Yes," complete Schedule J
.......................
23
Yes
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?
If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a
...............
24a
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?
...
24b
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
...............
24c
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?
...
24d
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations.
Did the organization engage in an excess benefit transaction with a disqualified person during the year?
If "Yes," complete Schedule L,
Part I
....
25a
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ?
If "Yes," complete Schedule L,
Part I
.......................
25b
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons?
If "Yes," complete Schedule L,
Part II
...........
26
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L,
Part III
.........................
27
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L,
Part IV
instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor?
If "Yes," complete Schedule L,
Part IV
......................
28a
No
b
A family member of any individual described in line 28a?
If "Yes," complete Schedule L,
Part IV
.....
28b
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b?
If "Yes," complete Schedule L,
Part IV
.....................
28c
No
29
Did the organization receive more than $25,000 in non-cash contributions?
If "Yes," complete Schedule M
..
29
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?
If "Yes," complete Schedule M
.................
30
No
31
Did the organization liquidate, terminate, or dissolve and cease operations?
If "Yes," complete Schedule N,
Part I
31
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?
If "Yes," complete Schedule N,
Part II
........................
32
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?
If "Yes," complete Schedule R,
Part I
............
33
No
34
Was the organization related to any tax-exempt or taxable entity?
If "Yes," complete Schedule R,
Part II
, III, or IV, and
Part V
, line 1
.........................
34
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)?
If "Yes," complete Schedule R,
Part V
, line 2
...
35b
36
Section 501(c)(3) organizations.
Did the organization make any transfers to an exempt non-charitable related organization?
If "Yes," complete Schedule R,
Part V
, line 2
.............
36
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?
If "Yes," complete Schedule R,
Part VI
37
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for
Part VI
, lines 11b and 19?
Note.
All Form 990 filers are required to complete Schedule O.
............
38
Yes
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this
Part V
...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable
..
1a
21
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable
.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?
..................
1c
Yes
Form
990
(2021)
Form 990 (2021)
Page
5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
(continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return
..................
2a
9
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note.
If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.
2b
Yes
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?
...
3a
No
b
If “Yes,” has it filed a Form 990-T for this year?
If “No” to line 3b, provide an explanation in Schedule O
...
3b
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?
..
4a
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?
..
5a
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T?
............
5c
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?
...
6a
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?
......................
6b
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?
....................
7a
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?
.....
7b
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?
.........................
7c
No
d
If "Yes," indicate the number of Forms 8282 filed during the year
....
7d
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
..
7f
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?
......................
7g
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?
..........................
7h
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?
........
8
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?
........
9a
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?
...
9b
10
Section 501(c)(7) organizations.
Enter:
a
Initiation fees and capital contributions included on
Part VIII
, line 12
...
10a
b
Gross receipts, included on Form 990,
Part VIII
, line 12, for public use of club facilities
10b
11
Section 501(c)(12) organizations.
Enter:
a
Gross income from members or shareholders
.........
11a
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.)
..........
11b
12a
Section 4947(a)(1) non-exempt charitable trusts.
Is the organization filing Form 990 in lieu of Form 1041?
12a
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
.........
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans
....
13b
c
Enter the amount of reserves on hand
............
13c
14a
Did the organization receive any payments for indoor tanning services during the tax year?
.....
14a
No
b
If "Yes," has it filed a Form 720 to report these payments?
If "No," provide an explanation in Schedule O
..
14b
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year?
....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
..
If "Yes," complete Form 4720, Schedule O.
16
No
17
Section 501(c)(21) organizations.
Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953?
..
If "Yes," complete Form 6069.
17
Form
990
(2021)
Form 990 (2021)
Page
6
Part VI
Governance, Management, and Disclosure.
For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines
8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this
Part VI
..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
19
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
19
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee?
.................
2
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person?
.
3
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
.
4
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets?
.
5
No
6
Did the organization have members or stockholders?
................
6
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body?
....................
7a
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body?
...................
7b
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body?
.......................
8a
Yes
b
Each committee with authority to act on behalf of the governing body?
............
8b
Yes
9
Is there any officer, director, trustee, or key employee listed in
Part VII
, Section A, who cannot be reached at the organization’s mailing address?
If "Yes," provide the names and addresses in Schedule O
.......
9
No
Section B. Policies
(
This Section B requests information about policies not required by the Internal Revenue Code.
)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates?
............
10a
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
............................
11a
No
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990.
.....
12a
Did the organization have a written conflict of interest policy?
If "No," go to line 13
.......
12a
Yes
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts?
..........................
12b
Yes
c
Did the organization regularly and consistently monitor and enforce compliance with the policy?
If "Yes," describe on Schedule O how this was done
...................
12c
Yes
13
Did the organization have a written whistleblower policy?
...............
13
Yes
14
Did the organization have a written document retention and destruction policy?
.........
14
Yes
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official
...........
15a
Yes
b
Other officers or key employees of the organization
................
15b
Yes
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year?
......................
16a
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements?
............
16b
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
CA
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
Own website
Another's website
Upon request
Other (explain in Schedule O)
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
RUFUS GLASPER
2040 S ALMA SCHOOL RD
CHANDLER
,
AZ
85286
(480) 705-8200
Form
990
(2021)
Form 990 (2021)
Page
7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this
Part VII
..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a
Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
List all of the organization’s
current
officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.
List all of the organization’s
current
key employees, if any. See the instructions for definition of "key employee."
List the organization’s five
current
highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the
organization and any related organizations.
List all of the organization’s
former
officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.
List all of the organization’s
former directors or trustees
that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.
See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
(1)
CHRISTOPHER LG WHITAKER
......................................................................
BOARD CHAIR-PRESIDENT
2.00
.................
X
X
0
0
0
(2)
DAWN LINDSAY
......................................................................
SEC/TREAS/BOARD CHAIR-PRESIDENT
2.00
.................
X
X
0
0
0
(3)
JUDY MINER
......................................................................
SEC/TREAS-PRESIDENT (AS OF 01/2022)
1.30
.................
X
X
0
0
0
(4)
RICHARD M RHODES
......................................................................
DIRECTOR
1.30
.................
X
0
0
0
(5)
ALEX B JOHNSON
......................................................................
DIRECTOR
1.50
.................
X
0
0
0
(6)
JOE D MAY
......................................................................
DIRECTOR (THRU 03/2022)
1.50
.................
X
0
0
0
(7)
JUSTIN LONON
......................................................................
DIRECTOR
1.30
.................
X
0
0
0
(8)
MIKE GAVIN
......................................................................
DIRECTOR
1.30
.................
X
0
0
0
(9)
DANIEL J PHELAN
......................................................................
DIRECTOR
1.30
.................
X
0
0
0
(10)
ANDREW W BROWNE
......................................................................
DIRECTOR
1.20
.................
X
0
0
0
(11)
LORI SUNDBERG
......................................................................
DIRECTOR
1.30
.................
X
0
0
0
(12)
STEVEN R GONZALES
......................................................................
DIRECTOR
1.20
.................
X
0
0
0
(13)
DEANNA BURT-NANNA
......................................................................
DIRECTOR
1.20
.................
X
0
0
0
(14)
SYLVIA JENKINS
......................................................................
DIRECTOR
1.30
.................
X
0
0
0
(15)
CARLOS TURNER CORTEZ
......................................................................
DIRECTOR
1.20
.................
X
0
0
0
(16)
PAUL BROADIE II
......................................................................
DIRECTOR
1.20
.................
X
0
0
0
(17)
SHOUAN PAN
......................................................................
DIRECTOR
1.30
.................
X
0
0
0
Form
990
(2021)
Form 990 (2021)
Page
8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
(18)
STEVEN LEE JOHNSON
........................................................................
DIRECTOR
1.30
.......................
X
0
0
0
(19)
DAVID ROSS
........................................................................
DIRECTOR
1.30
.......................
X
0
0
0
(20)
SANFORD C SHUGART
........................................................................
DIRECTOR
1.30
.......................
X
0
0
0
(21)
RUFUS GLASPER
........................................................................
PRESIDENT & CEO
40.00
.......................
X
306,750
0
9,334
(22)
CYNTHIA WILSON
........................................................................
VICE PRESIDENT
40.00
.......................
X
152,140
0
21,418
1b
Sub-Total
................
c
Total from continuation sheets to
Part VII
, Section A
....
d
Total (add lines 1b and 1c)
...........
458,890
0
30,752
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization
2
Yes
No
3
Did the organization list any
former
officer, director or trustee, key employee, or highest compensated employee on line 1a?
If "Yes," complete Schedule J for such individual
..............
3
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000?
If "Yes," complete Schedule J for such
individual
...........................
4
Yes
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization?
If "Yes," complete Schedule J for such person
........
5
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization
0
Form
990
(2021)
Form 990 (2021)
Page
9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this
Part VIII
.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
1a
Federated campaigns
..
1a
b
Membership dues
..
1b
c
Fundraising events
..
1c
d
Related organizations
1d
e
Government grants (contributions)
1e
f
All other contributions, gifts, grants, and similar amounts not included above
1f
1,012,561
g
Noncash contributions included in lines 1a - 1f:$
1g
679
h Total.
Add lines 1a-1f
.......
1,012,561
Business Code
2a
RESEARCH
611710
1,096,147
1,096,147
b
MEMBERSHIP REVENUE
611710
790,990
790,990
c
CONFERENCES
611710
465,956
465,956
d
ISTREAM
611710
69,750
69,750
e
SPEAKING FEES
611710
13,505
13,505
f
All other program service revenue.
g
Total.
Add lines 2a–2f
.....
2,436,348
3
Investment income (including dividends, interest, and other
similar amounts)
......
2,350
2,350
4
Income from investment of tax-exempt bond proceeds
5
Royalties
...........
(ii) Personal
(i) Real
6a
Gross rents
6a
b
Less: rental expenses
6b
c
Rental income or (loss)
6c
d
Net rental income or (loss)
.......
(ii) Other
(i) Securities
7a
Gross amount from sales of assets other than inventory
518
7a
b
Less: cost or other basis and sales expenses
0
7b
c
Gain or (loss)
518
7c
d
Net gain or (loss)
.........
518
518
8a
Gross income from fundraising events (not including $
of contributions reported on line 1c).
See
Part IV
, line 18
....
8a
b
Less: direct expenses
...
8b
c
Net income or (loss) from fundraising events
..
9a
Gross income from gaming activities.
See
Part IV
, line 19
...
9a
b
Less: direct expenses
...
9b
c
Net income or (loss) from gaming activities
..
10a
Gross sales of inventory, less
returns and allowances
..
10a
88
b
Less: cost of goods sold
..
10b
0
c
Net income or (loss) from sales of inventory
..
88
88
Business Code
Miscellaneous Revenue
11a
EMPLOYEE RETENTION CRE
900099
103,351
103,351
b
c
d
All other revenue
....
e
Total.
Add lines 11a–11d
......
103,351
12
Total revenue.
See instructions
.....
3,555,216
2,436,436
0
106,219
Form
990
(2021)
Form 990 (2021)
Page
10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Check if Schedule O contains a response or note to any line in this
Part IX
..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of
Part VIII
.
(A)
Total expenses
(B)
Program service
expenses
(C)
Management and
general expenses
(D)
Fundraising
expenses
1
Grants and other assistance to domestic organizations and domestic governments. See
Part IV
, line 21
....
896,241
896,241
2
Grants and other assistance to domestic individuals. See
Part IV
, line 22
...........
6,950
6,950
3
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See
Part IV
, lines 15 and 16.
.............
4
Benefits paid to or for members
.......
5
Compensation of current officers, directors, trustees, and key employees
...........
492,990
174,103
198,630
120,257
6
Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
.........
7
Other salaries and wages
........
298,917
192,677
106,240
8
Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions)
....
29,347
18,125
10,231
991
9
Other employee benefits
.......
146,273
127,198
14,937
4,138
10
Payroll taxes
...........
37,794
9,237
20,727
7,830
11
Fees for services (non-employees):
a
Management
......
b
Legal
.........
241
241
c
Accounting
...........
54,481
54,481
d
Lobbying
...........
e
Professional fundraising services.
See
Part IV
, line 17
f
Investment management fees
......
1,389
1,389
g
Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
10,805
10,805
12
Advertising and promotion
....
53,358
53,358
13
Office expenses
.......
37,470
11,227
26,243
14
Information technology
......
116,741
14,315
101,879
547
15
Royalties
..
241
241
16
Occupancy
...........
11,626
11,626
17
Travel
............
18
Payments of travel or entertainment expenses for any federal, state, or local public officials
.
19
Conferences, conventions, and meetings
....
214,471
214,471
20
Interest
...........
21
Payments to affiliates
.......
22
Depreciation, depletion, and amortization
..
23
Insurance
...
30,822
12,556
18,266
24
Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a
OTHER PROJECTS
665,539
665,539
b
c
d
e
All other expenses
175
175
25
Total functional expenses.
Add lines 1 through 24e
3,105,871
2,396,238
575,870
133,763
26
Joint costs.
Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation.
Check here
if following SOP 98-2 (ASC 958-720).
Form
990
(2021)
Form 990 (2021)
Page
11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this
Part IX
..............
(A)
Beginning of year
(B)
End of year
1
Cash–non-interest-bearing
........
133,733
1
136,135
2
Savings and temporary cash investments
.........
257,942
2
396,826
3
Pledges and grants receivable, net
......
23,750
3
3,750
4
Accounts receivable, net
.............
51,191
4
133,155
5
Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons
.......
5
6
Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B)
...
6
7
Notes and loans receivable, net
...........
7
8
Inventories for sale or use
............
8
9
Prepaid expenses and deferred charges
......
13,286
9
15,627
10a
Land, buildings, and equipment: cost or other basis. Complete
Part VI
of Schedule D
10a
94,035
b
Less: accumulated depreciation
10b
94,035
0
10c
0
11
Investments—publicly traded securities
.
100,859
11
100,695
12
Investments—other securities. See
Part IV
, line 11
.....
162,673
12
141,821
13
Investments—program-related. See
Part IV
, line 11
..
13
14
Intangible assets
...............
14
15
Other assets. See
Part IV
, line 11
...........
15
16
Total assets.
Add lines 1 through 15 (must equal line 33)
...
743,434
16
928,009
17
Accounts payable and accrued expenses
.....
350,191
17
297,242
18
Grants payable
...
18
19
Deferred revenue
.........
834,042
19
644,292
20
Tax-exempt bond liabilities
.........
20
21
Escrow or custodial account liability.
Complete
Part IV
of Schedule D
21
22
Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons
.........
22
23
Secured mortgages and notes payable to unrelated third parties
..
23
24
Unsecured notes and loans payable to unrelated third parties
..
24
25
Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24).
Complete
Part X
of Schedule D
25
26
Total liabilities.
Add lines 17 through 25
..
1,184,233
26
941,534
Organizations that follow FASB ASC 958,
check here
and complete lines 27, 28, 32, and 33.
27
Net assets without donor restrictions
..........
-610,240
27
-182,966
28
Net assets with donor restrictions
...........
169,441
28
169,441
Organizations that do not follow FASB ASC 958,
check here
and complete lines 29 through 33.
29
Capital stock or trust principal, or current funds
.....
29
30
Paid-in or capital surplus, or land, building or equipment fund
...
30
31
Retained earnings, endowment, accumulated income, or other funds
31
32
Total net assets or fund balances
...........
-440,799
32
-13,525
33
Total liabilities and net assets/fund balances
........
743,434
33
928,009
Form
990
(2021)
Form 990 (2021)
Page
12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this
Part XI
..............
1
Total revenue (must equal
Part VIII
, column (A), line 12)
............
1
3,555,216
2
Total expenses (must equal
Part IX
, column (A), line 25)
............
2
3,105,871
3
Revenue less expenses. Subtract line 2 from line 1
..............
3
449,345
4
Net assets or fund balances at beginning of year (must equal
Part X
, line 32, column (A))
..
4
-440,799
5
Net unrealized gains (losses) on investments
...............
5
-22,071
6
Donated services and use of facilities
.................
6
7
Investment expenses
.....................
7
8
Prior period adjustments
.....................
8
9
Other changes in net assets or fund balances (explain in Schedule O)
........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal
Part X
, line 32, column (B))
10
-13,525
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this
Part XII
.............
Yes
No
1
Accounting method used to prepare the Form 990:
Cash
Accrual
Other
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
Separate basis
Consolidated basis
Both consolidated and separate basis
b
Were the organization’s financial statements audited by an independent accountant?
2b
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
Separate basis
Consolidated basis
Both consolidated and separate basis
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight
of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
No
b
If "Yes," did the organization undergo the required audit or audits?
If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Form
990
(2021)
Form 990 (2021)
Additional Data
Software ID:
Software Version:
Form 990, Special Condition Description:
Special Condition Description