Civic Intelligence

Fclt Co

990 • Fiscal year 2020 • EIN 81-2936865

Jul 01, 2019 to Jun 30, 2020 • Filed on May 11, 2021

Organization ProfileWWW.FCLTGLOBAL.ORG
31 St James Ave No 880ABoston, MA 02116

(617) 203-6579

Siviq Scores

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

Liabilities / Assets

67th percentile

0.25x

Higher debt load relative to assets than 67% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

60th percentile

0.20x

Higher debt load relative to revenue than 60% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

54th percentile

7.2%

Higher net margin than 54% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

97th percentile

$450,000

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

64th percentile

13%

Faster asset growth than 64% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

48th percentile

-0.1%

Faster revenue growth than 48% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$2,879,132

Up $329,324 (+13%) from 2019

Net Assets

Up

$2,146,546

Up $259,903 (+14%) from 2019

Liabilities

Up

$732,586

Up $69,421 (+10%) from 2019

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin54th percentile

Revenue

Down

$3,606,051

Down $2,754 (-0.1%) from 2019

Expenses

Down

$3,346,148

Down $144,726 (-4.1%) from 2019

Net Income

Up

$259,903

Up $141,972 (+120%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2017: $1,087,505Liabilities 2017: $670,706Net Assets 2017: $416,7992017Assets 2018: $2,532,229Liabilities 2018: $763,517Net Assets 2018: $1,768,7122018Assets 2019: $2,549,808Liabilities 2019: $663,165Net Assets 2019: $1,886,6432019Assets 2020: $2,879,132Liabilities 2020: $732,586Net Assets 2020: $2,146,5462020Assets 2021: $4,596,416Liabilities 2021: $1,222,078Net Assets 2021: $3,374,3382021Assets 2022: $5,572,639Liabilities 2022: $1,378,073Net Assets 2022: $4,194,5662022Assets 2023: $6,348,340Liabilities 2023: $1,434,422Net Assets 2023: $4,913,9182023Assets 2024: $7,307,307Liabilities 2024: $2,332,234Net Assets 2024: $4,975,0732024

Highlighted filing

2020

Assets$2,879,132
Liabilities$732,586
Net Assets$2,146,546
Open 2020 Filing

Operations Trend

Revenue Growth48th percentile

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

$6.0M$4.0M$2.0M$0Revenue 2017: $2,102,500Expenses 2017: $1,685,701Net Income 2017: $416,7992017Revenue 2018: $4,100,355Expenses 2018: $3,159,275Net Income 2018: $941,0802018Revenue 2019: $3,608,805Expenses 2019: $3,490,874Net Income 2019: $117,9312019Revenue 2020: $3,606,051Expenses 2020: $3,346,148Net Income 2020: $259,9032020Revenue 2021: $4,751,109Expenses 2021: $3,497,687Net Income 2021: $1,253,4222021Revenue 2022: $5,143,614Expenses 2022: $4,246,055Net Income 2022: $897,5592022Revenue 2023: $5,522,420Expenses 2023: $4,708,486Net Income 2023: $813,9342023Revenue 2024: $5,143,439Expenses 2024: $5,123,397Net Income 2024: $20,0422024

Highlighted filing

2020

Revenue$3,606,051
Expenses$3,346,148
Net Income$259,903
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 11, 2021
Return Version
2019v5.2
Gross Receipts
$3,610,761
Mission and Program Overview

Mission

Conducting research, convening business leaders, developing educational resources and actionable recommendations and generating broad awareness of ways in which a longer-term focus can increase innovation, economic growth and future savings.

To encourage a longer-term focus in business and investment decision-making by developing practical tools and approaches to encourage long-term behaviors across the investment value chain.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,533,557$1,556,286▲ $22,729
Cash and Non-Interest-Bearing Accounts$630,465$1,021,541▲ $391,076
Land, Buildings, and Equipment, Net$118,629$114,914▼ $3,715
Accounts Receivable$150,000$93,750▼ $56,250
Prepaid Expenses and Deferred Charges$88,220$69,021▼ $19,199
Total Assets$2,549,808$2,879,132▲ $329,324
Other Assets Total$28,937$23,620▼ $5,317
Liabilities
Deferred Revenue$348,832$427,332▲ $78,500
Accounts Payable and Accrued Expenses$286,219$291,198▲ $4,979
Other Liabilities$28,114$14,056▼ $14,058
Total Liabilities$663,165$732,586▲ $69,421
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,886,643$2,040,546▲ $153,903
Net Assets With Donor Restrictions$0$106,000▲ $106,000
Total Net Assets Fund Balance$1,886,643$2,146,546▲ $259,903
Total Liabilities and Net Assets / Fund Balance$2,549,808$2,879,132▲ $329,324

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$19,488$38,975$58,463
Equipment$43,704$13,401$57,105
Other Land Buildings$51,722$1,478$53,200
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah Keohane WilliamsonPresident & CEOFT$300,000$150,000$450,000
Kersten LanesCOOFT$198,935$62,500$261,435
Steve BoxerManaging DirectorPT$178,943$69,611$248,554
Peggy AdamsManaging DirectorFT$200,000$48,140$248,140
Bhakti MirchandaniManaging DirectorPT$147,125$35,000$182,125
Ariel BabcockManaging DirectorFT$133,825$25,000$158,825
John LeathermanDirectorPT$100,620-$100,620

Board Members and Trustees

NameTitle
Chow-kiat LimDirector
Geraldine MatchettDirector
Howard UngerleiderDirector
Kevin SneaderDirector
Mark MachinDirector
Paul PolmanDirector
Peter HarrisonDirector
Theresa WhitmarshDirector
Vijay AdvaniDirector
Adena FriedmanDirector (since 1/1/2020)
David NealDirector (since 1/1/2020)
Lei ZhangDirector (since 1/1/2020)
Carmine DisibioDirector (since 9/1/2019)
Mark WisemanDirector (until 12/31/2019)
Leni BoerenDirector (until 3/31/2020)
Mark WeinbergerDirector (until 8/31/2019)

Highest Paid Contractors

ContractorServicesLocationCompensation
Alison LoatConsultant12 ST RAYMOND HEIGHTS, Toronto, ON M6G 4C2, Ca$222,500
Revenue and Support

Revenue Composition

Contributions and Grants
$2,470,000
Program Service Revenue
$1,115,249
Investment Income
$18,020
Other Revenue
$2,782
Change in Net Assets
$259,903

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,606,051
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$42,513
Total Revenue per Audited Statements
$3,648,564
Total Revenue per Form 990
$3,606,051
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,555,160
Other Expenses$790,988
Total Fundraising Expense$268,961
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$1,140,860$184,617$139,138$1,464,615
Other Salaries and Wages$617,452$99,916$75,305$792,673
Advertising$204,674$7,714-$212,388
Travel$132,822$3,397$15,135$151,354
Payroll Taxes$104,631$16,931$12,761$134,323
Occupancy$87,425$18,178$11,085$116,688
Other Employee Benefits$90,818$14,696$11,076$116,590
Conferences and Meetings$70,336--$70,336
Fees for Services Accounting$2,596$57,856-$60,452
Pension Plan Contributions$36,579$5,919$4,461$46,959
Fees for Services Management$26,828$12,285-$39,113
Depreciation Depletion$14,805$20,833-$35,638
Office Expenses$6,466$27,553-$34,019
Information Technology$3,732$22,072-$25,804
Insurance$1,404$10,606-$12,010
Fees for Services Other$1,814$8,618-$10,432
Fees for Services Legal-$6,906-$6,906
Other Expenses$2,501$3,300-$3,300
Total Functional Expenses$2,550,646$526,541$268,961$3,346,148

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,388,661
Expenses per Audited Statements$3,346,148
Total Expenses per Form 990$3,346,148
Expenses Not Reported on Form 990$42,513
Expenses Not Reported on Financial Statements$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$4,588

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland & Greenland)Program ServicesConference00$4,588
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent$14,056
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
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
Yes
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
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The board of directors reviews and approves the irs form 990 at a board meeting prior to filing the form.”

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

“The organization monitors and enforces compliance with the policy throughout the year by communicating on a regular basis with all necessary parties.”

Form 990, Part VI, Section B, Line 15A

“The compensation of the ceo is determined by the board of directors on an annual basis utilizing comparability data. This process is documented contemporaneously. Key employees' compensation is determined and reviewed annually by the ceo.”

Form 990, Part VI, Section C, Line 19

“Upon request, the organization will send electronically or mail copy of the form 1023 or 990 to the requestor.”

Filing and Contact Details

Filer

Filer Name
Fclt Co
EIN
81-2936865
Phone
6172036579
Address
31 ST JAMES AVE NO 880A, BOSTON, MA 02116
Doing Business As
Fcltglobal

Signing Officer

Name
Sarah Keohane Williamson
Title
President & CEO
Phone
6172036579
Signed
2021-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Keohane Williamson
Formed
2016
Legal Domicile
De
Voting Board Members
13
Independent Board Members
13
Employees
17
Volunteers
25

Preparer

Firm
Rsm US Llp
Address
80 CITY SQUARE, BOSTON, MA 02129
Preparer
Lynne Johnson
Phone
6179129000
Supplemental Narrative

Additional Explanations

FORM 990, PART V, LINE 1A:

“Fclt co. (fclt) human resources are performed by a professional employer organization (peo). The peo files on behalf of fclt. During the 2019 calendar year, fclt issued a total of 4 forms 1099, while the peo issued a total of 3 forms 1099, totaling 7 forms 1099 issued by or on behalf of the organization.”

FORM 990, PART V, LINE 2A:

“Fclt co. (fclt) human resources are performed by a professional employer organization (peo). The peo files on behalf of fclt. During the 2019 calendar year, fclt had 17 employees.”

Financial Statement Notes

PART X, LINE 2:

“The organization is qualified under section 501(c)(3) of the internal revenue code and is generally exempt from federal and state income taxes. The organization follows the fasb asc 740, "income taxes", which clarifies the accounting for uncertainty in income taxes by prescribing the recognition threshold a tax position is required to meet before being recognized in the financial statements. The organization recognizes a tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by the taxing authorities. Management evaluated the organization's tax positions and concluded that the organization had no material uncertainties in income taxes as of june 30, 2020 and 2019. The organization will account for interest and penalties related to uncertain tax positions, if any, as part of tax expense.”

Raw XML AppendixShowing 400 of 736 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.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/PersonNm0SARAH KEOHANE WILLIAMSON
IRS990/Form990PartVIISectionAGrp/PersonNm1KERSTEN LANES
IRS990/Form990PartVIISectionAGrp/PersonNm2STEVE BOXER
IRS990/Form990PartVIISectionAGrp/PersonNm3PEGGY ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm4BHAKTI MIRCHANDANI
IRS990/Form990PartVIISectionAGrp/PersonNm5ARIEL BABCOCK
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN LEATHERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7VIJAY ADVANI
IRS990/Form990PartVIISectionAGrp/PersonNm8LENI BOEREN
IRS990/Form990PartVIISectionAGrp/PersonNm9PETER HARRISON
IRS990/Form990PartVIISectionAGrp/PersonNm10CHOW-KIAT LIM
IRS990/Form990PartVIISectionAGrp/PersonNm11MARK MACHIN
IRS990/Form990PartVIISectionAGrp/PersonNm12GERALDINE MATCHETT
IRS990/Form990PartVIISectionAGrp/PersonNm13PAUL POLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm14KEVIN SNEADER
IRS990/Form990PartVIISectionAGrp/PersonNm15HOWARD UNGERLEIDER
IRS990/Form990PartVIISectionAGrp/PersonNm16MARK WEINBERGER
IRS990/Form990PartVIISectionAGrp/PersonNm17THERESA WHITMARSH
IRS990/Form990PartVIISectionAGrp/PersonNm18MARK WISEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm19CARMINE DISIBIO
IRS990/Form990PartVIISectionAGrp/PersonNm20ADENA FRIEDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm21DAVID NEAL
IRS990/Form990PartVIISectionAGrp/PersonNm22LEI ZHANG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0450000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1261435
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2228943
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3230000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4182125
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5158825
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6100620
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
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/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1COO
IRS990/Form990PartVIISectionAGrp/TitleTxt2MANAGING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3MANAGING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4MANAGING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5MANAGING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR (UNTIL 3/31/2020)
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR (UNTIL 8/31/2019)
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR (UNTIL 12/31/2019)
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR (SINCE 9/1/2019)
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR (SINCE 1/1/2020)
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR (SINCE 1/1/2020)
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR (SINCE 1/1/2020)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-4710
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03610761
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt022072
IRS990/InformationTechnologyGrp/ProgramServicesAmt03732
IRS990/InformationTechnologyGrp/TotalAmt025804
IRS990/InsuranceGrp/ManagementAndGeneralAmt010606
IRS990/InsuranceGrp/ProgramServicesAmt01404
IRS990/InsuranceGrp/TotalAmt012010
IRS990/InvestmentIncomeGrp/ExclusionAmt022730
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt022730
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt053854
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0118629
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0114914
IRS990/LandBldgEquipCostOrOtherBssAmt0168768
IRS990/LegalDomicileStateCd0DE
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt04710
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt02470000
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CONDUCTING RESEARCH, CONVENING BUSINESS LEADERS, DEVELOPING EDUCATIONAL RESOURCES AND ACTIONABLE RECOMMENDATIONS AND GENERATING BROAD AWARENESS OF WAYS IN WHICH A LONGER-TERM FOCUS CAN INCREASE INNOVATION, ECONOMIC GROWTH AND FUTURE SAVINGS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01886643
IRS990/NetAssetsOrFundBalancesEOYAmt02146546
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-4710
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-4710
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01886643
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02040546
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt011085
IRS990/OccupancyGrp/ManagementAndGeneralAmt018178
IRS990/OccupancyGrp/ProgramServicesAmt087425
IRS990/OccupancyGrp/TotalAmt0116688
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt027553
IRS990/OfficeExpensesGrp/ProgramServicesAmt06466
IRS990/OfficeExpensesGrp/TotalAmt034019
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt028937
IRS990/OtherAssetsTotalGrp/EOYAmt023620
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt011076
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt014696
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt090818
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0116590
IRS990/OtherExpensesGrp/Desc0PROFESSIONAL DEVELOPMEN
IRS990/OtherExpensesGrp/Desc1SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2FEDERAL & STATE TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04312
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1832
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23300
IRS990/OtherExpensesGrp/ProgramServicesAmt04903
IRS990/OtherExpensesGrp/ProgramServicesAmt12501
IRS990/OtherExpensesGrp/TotalAmt09215
IRS990/OtherExpensesGrp/TotalAmt13333
IRS990/OtherExpensesGrp/TotalAmt23300
IRS990/OtherLiabilitiesGrp/BOYAmt028114
IRS990/OtherLiabilitiesGrp/EOYAmt014056
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02782
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02782
IRS990/OtherRevenueTotalAmt02782
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt075305
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt099916
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0617452
IRS990/OtherSalariesAndWagesGrp/TotalAmt0792673
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt012761
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt016931
IRS990/PayrollTaxesGrp/ProgramServicesAmt0104631
IRS990/PayrollTaxesGrp/TotalAmt0134323
IRS990/PensionPlanContributionsGrp/FundraisingAmt04461
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05919
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt036579
IRS990/PensionPlanContributionsGrp/TotalAmt046959
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt088220
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt069021
IRS990/PrincipalOfficerNm0SARAH KEOHANE WILLIAMSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01115249
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01115249

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,879,132
Liabilities
$732,586
Net assets
$2,146,546
Revenue
$3,606,051
Expenses
$3,346,148
Net income
$259,903
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.31$2.33$4.98$5.14$5.12$0.02
2023Detailed filing. Detailed filing data is available for this year.$6.35$1.43$4.91$5.52$4.71$0.81
2022Detailed filing. Detailed filing data is available for this year.$5.57$1.38$4.19$5.14$4.25$0.90
2021Detailed filing. Detailed filing data is available for this year.$4.60$1.22$3.37$4.75$3.50$1.25
2020Detailed filing. Detailed filing data is available for this year.$2.88$0.73$2.15$3.61$3.35$0.26
2019Detailed filing. Detailed filing data is available for this year.$2.55$0.66$1.89$3.61$3.49$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.53$0.76$1.77$4.10$3.16$0.94
2017Summary only. Only limited summary data is available for this year.$1.09$0.67$0.42$2.10$1.69$0.42