Civic Intelligence

The Center for State and Local Government Excellence Inc

990 • Fiscal year 2016 • EIN 26-2661207

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 31, 2016

Organization ProfileWWW.SLGE.ORG
777 N CAPITOL ST NE No 500Washington, DC 20002

(202) 682-6100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

77th percentile

0.44x

Higher debt load relative to assets than 77% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

65th percentile

0.24x

Higher debt load relative to revenue than 65% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

48th percentile

1.4%

Higher net margin than 48% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

93rd percentile

$255,379

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 16.6% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

36th percentile

-1.9%

Faster asset growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

77th percentile

21%

Faster revenue growth than 77% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$842,442

Down $16,147 (-1.9%) from 2015

Net Assets

Up

$474,625

Up $21,633 (+4.8%) from 2015

Liabilities

Down

$367,817

Down $37,780 (-9.3%) from 2015

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin48th percentile

Revenue

Up

$1,539,172

Up $266,646 (+21%) from 2015

Expenses

Up

$1,517,539

Up $354,134 (+30%) from 2015

Net Income

Down

$21,633

Down $87,488 (-80%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2012: $904,335Liabilities 2012: $697,076Net Assets 2012: $207,2592012Assets 2013: $1,077,580Liabilities 2013: $828,124Net Assets 2013: $249,4562013Assets 2014: $905,741Liabilities 2014: $561,870Net Assets 2014: $343,8712014Assets 2015: $858,589Liabilities 2015: $405,597Net Assets 2015: $452,9922015Assets 2016: $842,442Liabilities 2016: $367,817Net Assets 2016: $474,6252016Assets 2017: $1,105,643Liabilities 2017: $549,964Net Assets 2017: $555,6792017Assets 2018: $1,343,423Liabilities 2018: $671,201Net Assets 2018: $672,2222018Assets 2019: $1,619,321Liabilities 2019: $890,128Net Assets 2019: $729,1932019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2016

Assets$842,442
Liabilities$367,817
Net Assets$474,625
Open 2016 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $962,7602012Expenses 2013: $1,445,5842013Revenue 2014: $1,518,992Expenses 2014: $1,424,577Net Income 2014: $94,4152014Revenue 2015: $1,272,526Expenses 2015: $1,163,405Net Income 2015: $109,1212015Revenue 2016: $1,539,172Expenses 2016: $1,517,539Net Income 2016: $21,6332016Revenue 2017: $1,239,042Expenses 2017: $1,205,619Net Income 2017: $33,4232017Revenue 2018: $1,351,438Expenses 2018: $1,253,510Net Income 2018: $97,9282018Revenue 2019: $1,230,969Expenses 2019: $1,197,407Net Income 2019: $33,5622019Revenue 2020: $1,351,345Expenses 2020: $2,091,064Net Income 2020: -$739,7192020

Highlighted filing

2016

Revenue$1,539,172
Expenses$1,517,539
Net Income$21,633
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 31, 2016
Return Version
2015v2.1
Gross Receipts
$1,539,172
Mission and Program Overview

Mission

The center for state and local government excellence helps state and local governments become knowledgeable and competitive employers so they can attract and retain talented, committed, and well-prepared individuals to public service.

Promotes excellence in local and state governments to attract and retain talented public servants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$501,125$503,661▲ $2,536
Cash and Non-Interest-Bearing Accounts$333,766$321,643▼ $12,123
Prepaid Expenses and Deferred Charges$13,378$16,695▲ $3,317
Accounts Receivable$10,320$443▼ $9,877
Total Assets$858,589$842,442▼ $16,147
Liabilities
Deferred Revenue$240,305$317,960▲ $77,655
Accounts Payable and Accrued Expenses$165,292$49,857▼ $115,435
Total Liabilities$405,597$367,817▼ $37,780
Net Assets / Fund Balance
Unrestricted Net Assets$452,992$474,625▲ $21,633
Total Net Assets Fund Balance$452,992$474,625▲ $21,633
Total Liabilities and Net Assets / Fund Balance$858,589$842,442▼ $16,147
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth K KellarPresident/CEOPT$195,370$60,009$255,379
Joshua M Franzel PhdVice PresidentPT$111,738$12,178$123,916
Bonnie J FaulkSecretaryFT$82,272$15,857$98,129

Board Members and Trustees

NameTitle
ROBERT J O'NEILL JRChair
Joan MccallenPast Vice Chair (ended 06/13/16)
Robert P SchultzeVice Chair (eff. 06/14/16)
Antoinette a SamuelBoard Member
Donald J BorutBoard Member
Eric a AndersonBoard Member
Gregory J DysonBoard Member
Jeffrey L EsserBoard Member
Peter a HarknessBoard Member
Raymond C Scheppach PhdBoard Member
Scott D PattisonBoard Member
William D EuilleBoard Member
William T PoundBoard Member
Uma RameshTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
IcmaSupport Services777 N CAPITOL ST NE SUITE 500, Washington, DC 20002$802,851
Revenue and Support

Revenue Composition

Contributions and Grants
$1,536,345
Program Service Revenue
$0
Investment Income
$2,587
Other Revenue
$240
All Other Contributions
$1,536,345
Change in Net Assets
$21,633

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,539,172
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,539,172
Total Revenue per Form 990
$1,539,172
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$624,460
Salaries, Compensation, and Employee Benefits$572,689
Other Expenses$314,827
Total Fundraising Expense$23,875
Professional Fundraising Fees$5,563

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$624,460--$624,460
Current Officers, Directors, Trustees, and Key Employees$311,654$98,264$10,765$420,683
Fees for Services Other$191,189$39,798$4,433$235,420
Other Employee Benefits$51,263$7,154$1,188$59,605
Other Salaries and Wages$47,425$298$165$47,888
Payroll Taxes$34,574$8,899$1,040$44,513
Advertising$22,998--$22,998
Travel$17,073$3,462-$20,535
Office Expenses$7,752$6,557$721$15,030
Fees for Services Legal-$9,877-$9,877
Fees for Services Professional Fundraising--$5,563$5,563
Fees for Services Accounting-$4,802-$4,802
Insurance-$2,798-$2,798
Conferences and Meetings$2,147--$2,147
Information Technology$1,220--$1,220
Total Functional Expenses$1,311,755$181,909$23,875$1,517,539

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,517,539
Total Expenses per Audited Statements$1,517,539
Total Expenses per Form 990$1,517,539
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trustees of Boston College Office of Sponsored ProgramsChestnut Hill, MA501(c)(3)Public Sector Retirement Initiative, Phase Iv and Enhancements to the Public Plans Database.$579,460
National Association of State Retirement AdministratorsLexington, KY501(c)(6)Enhancements to the Public Plans Database and Pension Reporting Project$45,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$5,563
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

“International city/county management association provides management and financial services for the center.”

Form 990, Part VI, Section B, line 11

“A copy of the form 990 is first provided to the audit committee. Once reviewed it is presented for review by the organization's governing body and board members prior to filing with the irs.”

Form 990, Part VI, Section B, line 12C

“New and current board members are asked to review and sign the conflict of interest statement annually.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Center for State and Local
EIN
26-2661207
Phone
2026826100
Address
777 N CAPITOL ST NE No 500, WASHINGTON, DC 20002

Signing Officer

Name
Elizabeth Kellar
Title
President/CEO
Phone
2026826100
Signed
2016-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Kellar
Formed
2008
Legal Domicile
Dc
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Rubino and Company Chartered
Address
6903 ROCKLEDGE DRIVE SUITE 1200, BETHESDA, MD 20817-1818
Preparer
PATRICIA A O'MALLEY CPA
Phone
3015643636
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“COMMUNICATION: Program service expenses 68,240. Management and general expenses 39,798. Fundraising expenses 4,433. Total expenses 112,471. RESEARCH: Program service expenses 122,949. Management and general expenses 0. Fundraising expenses 0. Total expenses 122,949.”

Part XII, Line 2C

“The audit committee approves the selection of the audit firm. The process has not changed from the prior year.”

990 Part V, Line 2A

“The compensation and benefits of the center for state and local government excellence, inc. Were recorded on form 941 filed by international city/county management association (fein 36-2167755) under a joint employment arrangement.”

Financial Statement Notes

Part X, Line 2:

“The center is generally exempt from federal income taxes under the provisions of section 501(c)(3) of the internal revenue code. In addition, the center qualifies for charitable contribution deductions and has been classified as an organization that is not a private foundation. As such, it is exempt from income taxes on all but unrelated business income. Tax positions for open tax years were reviewed and determined that no provision for uncertain tax positions is required. The center is currently open to audit under the statute of limitations by the internal revenue service and state taxing authorities for the fiscal years after 2012.”

Raw XML AppendixShowing 400 of 558 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0165292
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt049857
IRS990/AccountsReceivableGrp/BOYAmt010320
IRS990/AccountsReceivableGrp/EOYAmt0443
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROMOTES EXCELLENCE IN LOCAL AND STATE GOVERNMENTS TO ATTRACT AND RETAIN TALENTED PUBLIC SERVANTS.
IRS990/AdvertisingGrp/ProgramServicesAmt022998
IRS990/AdvertisingGrp/TotalAmt022998
IRS990/AllOtherContributionsAmt01536345
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0UMA RAMESH
IRS990/BooksInCareOfDetail/PhoneNum02026826100
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0777 N CAPITOL ST NE SUITE 500
IRS990/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020002
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0333766
IRS990/CashNonInterestBearingGrp/EOYAmt0321643
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt010765
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt098264
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0311654
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0420683
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt02147
IRS990/ConferencesMeetingsGrp/TotalAmt02147
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0802851
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0777 N CAPITOL ST NE SUITE 500
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0WASHINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0DC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd020002
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0ICMA
IRS990/ContractorCompensationGrp/ServicesDesc0SUPPORT SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01536345
IRS990/CYGrantsAndSimilarPaidAmt0624460
IRS990/CYInvestmentIncomeAmt02587
IRS990/CYOtherExpensesAmt0314827
IRS990/CYOtherRevenueAmt0240
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt021633
IRS990/CYSalariesCompEmpBnftPaidAmt0572689
IRS990/CYTotalExpensesAmt01517539
IRS990/CYTotalFundraisingExpenseAmt023875
IRS990/CYTotalProfFndrsngExpnsAmt05563
IRS990/CYTotalRevenueAmt01539172
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0240305
IRS990/DeferredRevenueGrp/EOYAmt0317960
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0RESEARCH -A NATIONALLY RECOGNIZED AUTHORITY FOR GOVERNMENT OFFICIALS, THE MEDIA, AND THE ACADEMIC COMMUNITY FOR RESEARCH ON LEADING HUMAN RESOURCES AND BENEFITS PRACTICES:1) PUBLISHED SEVEN RESEARCH REPORTS:A. PENSIONS AND RETIREMENT 1. "HOW WILL STATE UNFUNDED PENSION LIABILITIES AFFECT BIG CITIES?" (1/16) 2. "STATE INITIATIVES TO COVER UNCOVERED PRIVATE SECTOR WORKERS" (2/16) 3. "HOW BIG A BURDEN ARE STATE AND LOCAL OPEB BENEFITS?" (3/16) 4. "ARE COUNTIES MAJOR PLAYERS IN PUBLIC PENSION PLANS?" (5/16) 5. "THE FUNDING OF STATE AND LOCAL PENSIONS: 2015-2020" (6/16)B. WORKFORCE ISSUES 6. "WORKFORCE OF TOMORROW" (12/15) 7. "SURVEY FINDINGS: STATE AND LOCAL GOVERNMENT WORKFORCE, 2016 TRENDS" (6/16), SLGE'S EIGHTH ANNUAL SURVEY OF STATE AND LOCAL GOVERNMENT HUMAN RESOURCES DIRECTORS2) PRESENTED RESEARCH AND DATA IN SEVEN WEBINARS: A. "RISING HEALTH CARE COSTS AND STRATEGIES FOR LOCAL GOVERNMENT" (7/8/15) B. "USING DATA TO GUIDE DECISIONS AND TELL YOUR PENSION PLAN'S STORY," CO-HOSTED WITH ICMA (12/15). C. "WORKFORCE OF TOMORROW: ARE YOU PREPARED?" (2/16/16) D. "THE FACTS ON PUBLIC PENSIONS," E-CADEMY CO-HOSTED WITH THE COUNCIL OF STATE GOVERNMENTS (3/16) E. "GASB IN 2016: WHAT LOCAL GOVERNMENT PROFESSIONALS NEED TO KNOW," WITH GASB CHAIR DAVID VAUDT (4/7/16) F. "WHAT'S NEW IN PUBLICPLANSDATA.ORG?" (5/16) G. "UNDERSTANDING THE FUNDING OF STATE AND LOCAL PENSIONS" (6/16)
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01051035
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04802
IRS990/FeesForServicesAccountingGrp/TotalAmt04802
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt09877
IRS990/FeesForServicesLegalGrp/TotalAmt09877
IRS990/FeesForServicesOtherGrp/FundraisingAmt04433
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt039798
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0191189
IRS990/FeesForServicesOtherGrp/TotalAmt0235420
IRS990/FeesForServicesProfFundraising/FundraisingAmt05563
IRS990/FeesForServicesProfFundraising/TotalAmt05563
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1333.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1430.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1637.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1338605
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1412178
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1615857
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT J O'NEILL JR
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT P SCHULTZE
IRS990/Form990PartVIISectionAGrp/PersonNm2ERIC A ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm3DONALD J BORUT
IRS990/Form990PartVIISectionAGrp/PersonNm4GREGORY J DYSON
IRS990/Form990PartVIISectionAGrp/PersonNm5JEFFREY L ESSER
IRS990/Form990PartVIISectionAGrp/PersonNm6WILLIAM D EUILLE
IRS990/Form990PartVIISectionAGrp/PersonNm7PETER A HARKNESS
IRS990/Form990PartVIISectionAGrp/PersonNm8SCOTT D PATTISON
IRS990/Form990PartVIISectionAGrp/PersonNm9WILLIAM T POUND
IRS990/Form990PartVIISectionAGrp/PersonNm10ANTOINETTE A SAMUEL
IRS990/Form990PartVIISectionAGrp/PersonNm11RAYMOND C SCHEPPACH PHD
IRS990/Form990PartVIISectionAGrp/PersonNm12JOAN MCCALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm13ELIZABETH K KELLAR
IRS990/Form990PartVIISectionAGrp/PersonNm14JOSHUA M FRANZEL PHD
IRS990/Form990PartVIISectionAGrp/PersonNm15UMA RAMESH
IRS990/Form990PartVIISectionAGrp/PersonNm16BONNIE J FAULK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13216774
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14111738
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1682272
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR (EFF. 06/14/16)
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12PAST VICE CHAIR (ENDED 06/13/16)
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0624460
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0624460
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0624460
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01539172
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt01220
IRS990/InformationTechnologyGrp/TotalAmt01220
IRS990/InsuranceGrp/ManagementAndGeneralAmt02798
IRS990/InsuranceGrp/TotalAmt02798
IRS990/InvestmentIncomeGrp/ExclusionAmt02587
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02587
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE CENTER FOR STATE AND LOCAL GOVERNMENT EXCELLENCE HELPS STATE AND LOCAL GOVERNMENTS BECOME KNOWLEDGEABLE AND COMPETITIVE EMPLOYERS SO THEY CAN ATTRACT AND RETAIN TALENTED, COMMITTED, AND WELL-PREPARED INDIVIDUALS TO PUBLIC SERVICE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0452992
IRS990/NetAssetsOrFundBalancesEOYAmt0474625
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0721
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06557
IRS990/OfficeExpensesGrp/ProgramServicesAmt07752
IRS990/OfficeExpensesGrp/TotalAmt015030
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01188
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07154
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt051263
IRS990/OtherEmployeeBenefitsGrp/TotalAmt059605
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANOUS REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt0240
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0240
IRS990/OtherRevenueTotalAmt0240
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0165
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0298
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt047425
IRS990/OtherSalariesAndWagesGrp/TotalAmt047888
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01040
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08899
IRS990/PayrollTaxesGrp/ProgramServicesAmt034574
IRS990/PayrollTaxesGrp/TotalAmt044513
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013378
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016695
IRS990/PrincipalOfficerNm0ELIZABETH KELLAR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNICATIONS - ELECTED AND APPOINTED DECISION MAKERS, THE MEDIA, AND ACADEMIC LEADERS USE THE SLGE'S RESEARCH AND INFORMATION1) COMPLETED THREE-YEAR PROJECT TO ENHANCE THE PUBLIC PLANS DATABASE (PPD), A JOINT PROJECT WITH BOSTON COLLEGE CENTER FOR RETIREMENT RESEARCH AND THE NATIONAL ASSOCIATION OF STATE RETIREMENT ADMINISTRATORS. THE FREE, INTERACTIVE, AND EXPANDED DATABASE (PUBLICPLANSDATA.ORG) INCLUDES 160 STATE AND LOCAL PENSION PLANS COMPRISING 90 PERCENT OF PUBLIC PLAN MEMBERSHIP NATIONWIDE.A. FEATURES AND DATA ADDED TO THE PPD IN YEAR 3 INCLUDED ANNUAL DATA FOR 2014 AND ALL AVAILABLE FOR 2015, GOVERNANCE, SOCIAL SECURITY, LOCAL PLANS DATA, AND RELATED LANDING PAGES. BETWEEN THE APRIL 23, 2015 PUBLIC LAUNCH AND JUNE 30, 2016, 25,694 SESSIONS WERE LOGGED ON UPDATED SITE, WITH 17,000 UNIQUE USERS.B. CONDUCTED AN EDUCATION AND OUTREACH CAMPAIGN TO PROMOTE THE PPD WEBSITE, INCLUDING DEVELOPMENT AND DISTRIBUTION OF PROMOTIONAL MATERIALS, RECORDED AND POSTED FOUR WEBINARS ON THE PPD SITE, PLACED ADS IN FOUR PUBLIC SECTOR-ORIENTED PUBLICATIONS, HELD BRIEFINGS WITH CONGRESSIONAL STAFF, AND ISSUED REQUESTS TO VARIOUS PUBLIC SECTOR RETIREMENT-RELATED ORGANIZATIONS TO ESTABLISH PERMANENT LINKS TO THE PPD ON THEIR WEBSITES.2) MADE 22 PRESENTATIONS OF SLGE'S RETIREMENT, HEALTH CARE, AND WORKFORCE RESEARCH, INCLUDING PROMOTION OF THE PPD, AT NATIONAL AND REGIONAL CONFERENCES AND SPECIAL TOPIC FORUMS, INCLUDING THE ANNUAL CONFERENCES OF THE COUNCIL OF STATE GOVERNMENTS, THE GOVERNMENT FINANCE OFFICERS ASSOCIATION, THE INTERNATIONAL CITY/COUNTY MANAGEMENT ASSOCIATION, THE NATIONAL ASSOCIATION OF COUNTIES, AND THE AMERICAN SOCIETY FOR PUBLIC ADMINISTRATION. STAFF ALSO MADE PRESENTATIONS AT THE ANNUAL BROWNFIELDS CONFERENCE, SMART CITIES WEEK 2016, THE COUNCIL OF STATE GOVERNMENT'S SOUTHERN LEGISLATIVE CONFERENCE, THE NATIONAL ASSOCIATION OF COUNTIES' WINTER LEGISLATIVE CONFERENCE, A JOINT NATIONAL CONFERENCE ON PUBLIC EMPLOYEE RETIREMENT SYSTEMS/INSTITUTE ON PUBLIC PENSION SOLUTIONS FORUM ON RETIREE HEALTH CARE, A ROUTE 50 (MEDIA COMPANY) VIEWCAST ON STATE AND LOCAL GOVERNMENT MANAGEMENT CHALLENGES; THE ALLIANCE FOR INNOVATION'S TRANSFORMING LOCAL GOVERNMENT CONFERENCE, VIRGINIA GFOA'S ANNUAL CONFERENCE, VIRGINIA LOCAL GOVERNMENT MANAGEMENT ASSOCIATION'S SUMMER CONFERENCE, THE PENNSYLVANIA ASSOCIATION OF PUBLIC EMPLOYEE RETIREMENT SYSTEMS SPRING FORUM, A WISCONSIN PUBLIC RADIO ONE-HOUR LIVE INTERVIEW (THE JOY CARDIN SHOW) REGARDING BABY BOOMER RETIREMENTS, AND THE WORLD PENSIONS COUNCIL'S 5TH ANNUAL WORLD PENSIONS AND INVESTMENTS FORUM IN PARIS. STAFF ALSO PARTICIPATED IN THE NATIONAL LEAGUE OF CITIES' NEWLY FORMED PUBLIC SECTOR RETIREMENT ADVISORY COMMITTEE.3) PUBLISHED 12 ARTICLES IN LEADING PUBLICATIONS: A. FOUR 'SMART MANAGEMENT' COLUMNS IN GOVERNING MAGAZINE: 1. "THE UBERIZING OF THE GOVERNMENT WORKFORCE," 8/25/15 2. "THE CHALLENGES OF MANAGING GLOBAL URBANIZATION," 12/2/15 3. "GOVERNMENT AND THE LESSONS OF FLINT," 3/2/16 4. "THE GROWING URGENCY OF GOVERNMENT'S QUEST FOR TALENT," 6/21/16B. "RETIREMENT SECURITY: A MOVING TARGET," ICMA PM MAGAZINE, NOVEMBER 2015C. "QUICK FACTS ON LOCAL AND STATE GOVERNMENT EMPLOYMENT," ICMA PM MAGAZINE, NOVEMBER 2015D. "THE SECRETS OF WELL-FUNDED PENSIONS," HR NEWS MAGAZINE (IPMA-HR), NOVEMBER 2015E. "ATTENTION TO PENSIONS," NCSL STATE LEGISLATURES MAGAZINE, (12/15)F. "PUBLIC PENSION PLAN DATA AT YOUR FINGERTIPS," NASACT NEWS MONTHLY NEWSLETTER (12/15)G. "TELLING THE PUBLIC PENSION STORY WITH HARD DATA," GFOA GOVERNMENT FINANCE REVIEW (2/16)H. "TRENDS TO WATCH IN STATE AND LOCAL GOVERNMENT," SLGE RELEASE FEATURING THE CENTER'S RESEARCH IN 2015, 1/7/16I. "PUBLIC-PRIVATE COLLABORATION AND TRUST FUNDS OF THE U.S. STATES" (CO-AUTHORED WITH R. GREGORY), BOOK CHAPTER IN PROBLEM SOLVING WITH THE PRIVATE SECTOR.4) COORDINATED "STATE AND LOCAL FISCAL FACTS: 2016" (2/16), AN UPDATE ON STATE AND LOCAL FINANCES, MUNICIPAL BONDS, AND STATE AND LOCAL PENSIONS, DISTRIBUTED WIDELY BY ELEVEN NATIONAL ASSOCIATIONS RE
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0260720
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01271083
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0250000
IRS990/PYInvestmentIncomeAmt0733
IRS990/PYOtherExpensesAmt0371486
IRS990/PYOtherRevenueAmt0210
IRS990/PYProgramServiceRevenueAmt0500
IRS990/PYRevenuesLessExpensesAmt0109121
IRS990/PYSalariesCompEmpBnftPaidAmt0536919
IRS990/PYTotalExpensesAmt01163405
IRS990/PYTotalProfFndrsngExpnsAmt05000
IRS990/PYTotalRevenueAmt01272526
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt021633
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0501125
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0503661
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE CENTER FOR STATE AND LOCAL GOVERNMENT EXCELLENCE (SLGE) SHOULD BE TREATED AS "PUBLICLY SUPPORTED" UNDER THE 10% FACTS AND CIRCUMSTANCES TEST. IT PROMOTES EXCELLENCE IN LOCAL AND STATE GOVERNMENTS TO ATTRACT AND RETAIN TALENTED PUBLIC SERVANTS. ITS WORKFORCE, BENEFITS, AND RETIREMENT RESEARCH IS FREE AND CITED IN NATIONAL MEDIA. IT REACHES GOVERNMENT LEADERS, ACADEMICIANS, AND THE GENERAL PUBLIC.BONA FIDE FUNDRAISING PROGRAM - SLGE SOLICITS FUNDS FROM A WIDE RANGE OF ORGANIZATIONS AND WORKS IN PARTNERSHIP WITH NONPROFIT ORGANIZATIONS. IT HAS A WEB DONATION PAGE. REPRESENTATIVE GOVERNING BOARD - SEVEN OF THE 12 SLGE BOARD MEMBERS ARE CURRENT OR RETIRED CHIEF EXECUTIVES OF STATE AND LOCAL GOVERNMENT ASSOCIATIONS: GFOA, ICMA, NGA, NLC, AND NCSL. LOCAL OFFICIALS, A JOURNALIST, AND NONPROFIT EXECUTIVES ALSO SERVE. PUBLICLY AVAILABLE FACILITIES/PUBLIC PARTICIPATION - SLGE STAFF SPEAK AT NATIONAL AND STATE CONFERENCES, AT STATE CAPITOLS AND CITY HALLS, AND BRIEF CONGRESSIONAL STAFF. SLGE HOLDS PUBLIC SUMMITS, E.G., AT NORTH CAROLINA STATE UNIVERSITY AND THE NATIONAL PRESS CLUB. SLGE OFFERS A FREE PUBLIC PLANS DATABASE. PROGRAMS ADDRESSING PUBLIC NEEDS - IN THE PAST FIVE YEARS, SLGE HAS PUBLISHED OVER 60 RESEARCH REPORTS, MADE 100 PRESENTATIONS, AND CONDUCTED 20 WEBINARS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01536345
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01271083
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01516169
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01487766
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0998717
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06810080
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02587
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0733
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0473
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03808
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01500
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0240
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0210
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01350
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01800
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.13210
IRS990ScheduleA/PublicSupportPY170Pct00.16930
IRS990ScheduleA/PublicSupportTotal170Amt0900070
IRS990ScheduleA/SubstantialContributorsTotAmt05910010
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01536345
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01271083
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01516169
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01487766
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0998717
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06810080
IRS990ScheduleA/TotalSupportAmt06815688
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01517539
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01539172
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CENTER IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE CENTER QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. AS SUCH, IT IS EXEMPT FROM INCOME TAXES ON ALL BUT UNRELATED BUSINESS INCOME. TAX POSITIONS FOR OPEN TAX YEARS WERE REVIEWED AND DETERMINED THAT NO PROVISION FOR UNCERTAIN TAX POSITIONS IS REQUIRED. THE CENTER IS CURRENTLY OPEN TO AUDIT UNDER THE STATUTE OF LIMITATIONS BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES FOR THE FISCAL YEARS AFTER 2012.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01517539
IRS990ScheduleD/TotalRevenuePerForm990Amt01539172
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01539172
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01517539
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0579460
IRS990ScheduleI/RecipientTable/CashGrantAmt145000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(6)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PUBLIC SECTOR RETIREMENT INITIATIVE, PHASE IV AND ENHANCEMENTS TO THE PUBLIC PLANS DATABASE.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ENHANCEMENTS TO THE PUBLIC PLANS DATABASE AND PENSION REPORTING PROJECT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0TRUSTEES OF BOSTON COLLEGE OFFICE OF SPONSORED PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1NATIONAL ASSOCIATION OF STATE RETIREMENT ADMINISTRATORS
IRS990ScheduleI/RecipientTable/RecipientEIN0042103545
IRS990ScheduleI/RecipientTable/RecipientEIN1630734788
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0140 COMMONWEALTH AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1449 LEWIS HARGETT CIRCLE 290
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHESTNUT HILL
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LEXINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1KY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002467
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1405033590
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE CENTER HAS WRITTEN CONTRACTUAL AGREEMENTS WITH GRANTEES THAT LAY OUT THE PROJECT BUDGET, DELIVERABLES, AND SCHEDULE. IF ANY CHANGES IN THE SCHEDULE ARE REQUIRED, THE CHANGES ARE FORMALLY DOCUMENTED. THE BOARD OF DIRECTORS HAS ESTABLISHED WHAT KINDS OF ORGANIZATIONS AND INDIVIDUALS ARE ELIGIBLE FOR GRANTS, PRINCIPALLY UNIVERSITY PERSONNEL OR EXPERTS IN STATE AND LOCAL GOVERNMENTS. ALL GRANTS AWARDED MUST RELATE TO THE CENTER'S MISSION. ALL PROJECT PROPOSALS ABOVE $15,000 ARE REVIEWED BY THE CENTER'S BOARD OF DIRECTORS PRIOR TO GRANT AWARDS. THE CENTER'S VICE PRESIDENT OF RESEARCH OR THE PRESIDENT/CEO OVERSEES THE DAY-TO-DAY OPERATIONS OF GRANT AND CONTRACT ACTIVITIES AND MONITORS PERFORMANCE AND COMPLIANCE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$842,442
Liabilities
$367,817
Net assets
$474,625
Revenue
$1,539,172
Expenses
$1,517,539
Net income
$21,633
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.35$2.09$0.74
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.89$0.73$1.23$1.20$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.34$0.67$0.67$1.35$1.25$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.11$0.55$0.56$1.24$1.21$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.84$0.37$0.47$1.54$1.52$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.86$0.41$0.45$1.27$1.16$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.91$0.56$0.34$1.52$1.42$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.83$0.25$1.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.70$0.21$0.96