Civic Intelligence

Carbon Tracker Initiative Inc.

990 • Fiscal year 2023 • EIN 82-3744547

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 31, 2024

701 Tillery St 12Austin, TX 78702

(877) 829-5500

Siviq Scores

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

Liabilities / Assets

74th percentile

0.29x

Higher debt load relative to assets than 74% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

44th percentile

0.06x

Higher debt load relative to revenue than 44% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

49th percentile

3.4%

Higher net margin than 49% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$244,966

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 16.4% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

86th percentile

38%

Faster asset growth than 86% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

67th percentile

20%

Faster revenue growth than 67% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$296,358

Up $80,872 (+38%) from 2022

Net Assets

Up

$209,960

Up $50,146 (+31%) from 2022

Liabilities

Up

$86,398

Up $30,726 (+55%) from 2022

Revenue

Up

$1,493,223

Up $253,468 (+20%) from 2022

Expenses

Down

$1,442,126

Down $263,722 (-15%) from 2022

Net Income

Up

$51,097

Up $517,190 (+111%) from 2022

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2018: $4,874Liabilities 2018: $02018Assets 2019: $152,406Liabilities 2019: $15,368Net Assets 2019: $137,0382019Assets 2020: $534,838Liabilities 2020: $33,807Net Assets 2020: $501,0312020Assets 2021: $668,135Liabilities 2021: $42,228Net Assets 2021: $625,9072021Assets 2022: $215,486Liabilities 2022: $55,672Net Assets 2022: $159,8142022Assets 2023: $296,358Liabilities 2023: $86,398Net Assets 2023: $209,9602023Assets 2024: $135,107Liabilities 2024: $44,739Net Assets 2024: $90,3682024

Highlighted filing

2023

Assets$296,358
Liabilities$86,398
Net Assets$209,960

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2018: $85,862Expenses 2018: $80,988Net Income 2018: $4,8742018Revenue 2019: $742,695Expenses 2019: $610,531Net Income 2019: $132,1642019Revenue 2020: $1,127,855Expenses 2020: $763,862Net Income 2020: $363,9932020Revenue 2021: $1,306,347Expenses 2021: $1,181,471Net Income 2021: $124,8762021Revenue 2022: $1,239,755Expenses 2022: $1,705,848Net Income 2022: -$466,0932022Revenue 2023: $1,493,223Expenses 2023: $1,442,126Net Income 2023: $51,0972023Revenue 2024: $1,109,108Expenses 2024: $1,228,700Net Income 2024: -$119,5922024

Highlighted filing

2023

Revenue$1,493,223
Expenses$1,442,126
Net Income$51,097
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 31, 2024
Return Version
2023v5.1
Gross Receipts
$1,493,223
Mission and Program Overview

Mission

To foster, facilitate, and support awareness of the environmental hazards and financial risks associated with climate change generally and, in particular, with the investment in and use of fossil fuels by, among other activities: (a) providing and supporting educational forums, activities, and materials through which investors, the general public, and other stakeholders can learn about climate change and fossil fuel investment risks, (b) facilitating, supporting, and disseminating research and analysis on the financial implications of climate change, (c) creating, assembling, and maintaining educational materials, training and impact measurement tools, and other resources relating to climate change and its effects on financial markets, (d) fostering and supporting relationships and collaborations intended to create and maintain educated communities of environmentally conscious investors and other market participants, and (e) conducting and supporting charitable and educational projects

To foster, facilitate, and support awareness of the environmental hazards and financial risks associated with climate change.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$106,565$103,533▼ $3,032
Prepaid Expenses and Deferred Charges$21,926$31,321▲ $9,395
Land, Buildings, and Equipment, Net$10,726$7,236▼ $3,490
Total Assets$215,486$296,358▲ $80,872
Other Assets Total$76,269$154,268▲ $77,999
Liabilities
Accounts Payable and Accrued Expenses$55,672$86,398▲ $30,726
Total Liabilities$55,672$86,398▲ $30,726
Net Assets / Fund Balance
Net Assets With Donor Restrictions$96,487$142,914▲ $46,427
Net Assets Without Donor Restrictions$63,327$67,046▲ $3,719
Total Net Assets Fund Balance$159,814$209,960▲ $50,146
Total Liabilities and Net Assets / Fund Balance$215,486$296,358▲ $80,872

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,236$8,018$15,254
Other Assets Org$1,500--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert SchuwerkExecutive DirectorFT$171,570$73,396$244,966
Neil QuachSenior Corporate Research AnalystFT$139,430$36,192$175,622
Willard GraingerCompany Research AnalystFT$110,697$12,312$123,009
Daniel CroninPress & Communications ManagerFT$100,745$19,987$120,732

Board Members and Trustees

NameTitle
Mark CampanalePresident & Treasurer
Adam KanzerDirector
Ilmi GranoffDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Theron HortonConsultingPO BOX 2010, Taos, NM 87571$112,305
Revenue and Support

Revenue Composition

Contributions and Grants
$1,493,223
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,493,223
Change in Net Assets
$51,097

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,493,223
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,493,223
Total Revenue per Form 990
$1,493,223
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$937,703
Other Expenses$481,968
Grants and Similar Amounts Paid$22,455
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$487,758$79,402-$567,160
Fees for Services Other$241,725$30,781-$272,506
Current Officers, Directors, Trustees, and Key Employees$210,671$34,295-$244,966
Occupancy$57,595$10,971-$68,566
Payroll Taxes$53,737$8,748-$62,485
Other Employee Benefits$46,374$7,549-$53,923
Information Technology$45,651--$45,651
Foreign Grants$22,455--$22,455
Fees for Services Accounting-$13,000-$13,000
Office Expenses-$11,763-$11,763
Pension Plan Contributions$7,885$1,284-$9,169
Fees for Services Legal-$7,142-$7,142
Other Expenses$40,858$6,989-$6,989
Depreciation Depletion-$5,442-$5,442
Insurance-$2,269-$2,269
Total Functional Expenses$1,214,709$227,417$0$1,442,126

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,443,077
Expenses per Audited Statements$1,442,126
Total Expenses per Form 990$1,442,126
Expenses Not Reported on Form 990$951
Expenses Not Reported on Financial Statements$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$22,455

International Compliance

Foreign grant records maintained
Yes
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) - Albania, Andorra, Austria, BelgiumGrantmakingGrantmaking00$22,455
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
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 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
Yes
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 form 990 has been reviewed by a group of persons authorized to review financial and audit matters prior to filing. The final form 990 (filed with the irs) will be available at the next meeting of the board for inspection.

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

The organization enforces the conflict of interest policy by monitoring known relationships, questionnaires, and noting any changes in disclosed information. Any conflict is reviewed by the board before a decision is made as to whether to approve the transaction.

Form 990, Part VI, Section B, Line 15

This review, done for the compensation committee of the board, includes researching guidestar, 990s, ny non-profit network annual salary survey, phone calls to other organizations to collect data, and periodically hires a compensation consultant, as needed.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Carbon Tracker Initiative Inc
EIN
82-3744547
Phone
8778295500
Address
701 TILLERY ST 12, AUSTIN, TX 78702

Signing Officer

Name
Robert Schuwerk
Title
Executive Director
Phone
2034156396
Signed
2024-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Schuwerk
Formed
2017
Legal Domicile
De
Voting Board Members
3
Independent Board Members
3
Employees
7
Volunteers
3

Preparer

Firm
Skody Scot & Co Cpas Pc
Address
520 EIGHTH AVE SUITE 2200, NEW YORK, NY 10018
Preparer
Laurence Scot Mba CPA
Phone
2129671100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other professional fees: program service expenses 241,725. Management and general expenses 26,858. Fundraising expenses 0. Total expenses 268,583. Outside contractors: program service expenses 0. Management and general expenses 3,923. Fundraising expenses 0. Total expenses 3,923.

FORM 990, PART XI, LINE 9:

Loss on disposal of asset -951.

FORM 990. PART XII, LINE 2C:

The process has not changed from prior year.

Financial Statement Notes

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Loss on disposal of asset 951.

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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/PensionPlanContributionsGrp/TotalAmt09169
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021926
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt031321
IRS990/PrincipalOfficerNm0ROBERT SCHUWERK
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01204755
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0134000
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0508854
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt035000
IRS990/PYRevenuesLessExpensesAmt0-466093
IRS990/PYSalariesCompEmpBnftPaidAmt01062994
IRS990/PYTotalExpensesAmt01705848
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01239755
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt051097
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01493223
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01204755
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01306263
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01077645
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0742580
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05824466
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt084
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0210
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0115
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0409
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt085000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90110
IRS990ScheduleA/PublicSupportPY170Pct00.86750
IRS990ScheduleA/PublicSupportTotal170Amt05248960
IRS990ScheduleA/SubstantialContributorsTotAmt0575506
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01493223
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01204755
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01306263
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01077645
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0742580
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05824466
IRS990ScheduleA/TotalSupportAmt05824875
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/EquipmentGrp/BookValueAmt07236
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08018
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt015254
IRS990ScheduleD/ExpensesNotReportedAmt0951
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01442126
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0152768
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11500
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM AFFILIATE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1SECURITY DEPOSIT
IRS990ScheduleD/OtherExpensesIncludedAmt0951
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01493223
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0LOSS ON DISPOSAL OF ASSET 951.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07236
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0154268
IRS990ScheduleD/TotalExpensesPerForm990Amt01442126
IRS990ScheduleD/TotalRevenuePerForm990Amt01493223
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01493223
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01443077
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt022455
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0GRANTMAKING
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0GRANTMAKING
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt022455
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/NonCashAssistanceAmt00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0TO SUPPORT ORGANIZATION MISSION.
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt022455
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE AWARDED BASED ON SPECIFIC CRITERIA AND ARE APPROVED BY THE BOARD COMMITTEE THAT OVERSEES ALL RECIPIENTS OF GRANTS.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleF/Total501c3OrgCnt01
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt022455
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleJ/AnyNonFixedPaymentsInd01
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0171570
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1139430
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount017130
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount113905
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt07541
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt16124
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt048725
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt116163
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROBERT SCHUWERK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1NEIL QUACH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1SENIOR CORPORATE RESEARCH ANALYST
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0244966
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1175622
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0DURING THE REPORTED PERIOD, PERFORMANCE BONUSES WERE PROVIDED TO CERTAIN EMPLOYEES, AS INCLUDED IN PART II, COLUMN (B)(II) OF SCHEDULE J.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 7
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 HAS BEEN REVIEWED BY A GROUP OF PERSONS AUTHORIZED TO REVIEW FINANCIAL AND AUDIT MATTERS PRIOR TO FILING. THE FINAL FORM 990 (FILED WITH THE IRS) WILL BE AVAILABLE AT THE NEXT MEETING OF THE BOARD FOR INSPECTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION ENFORCES THE CONFLICT OF INTEREST POLICY BY MONITORING KNOWN RELATIONSHIPS, QUESTIONNAIRES, AND NOTING ANY CHANGES IN DISCLOSED INFORMATION. ANY CONFLICT IS REVIEWED BY THE BOARD BEFORE A DECISION IS MADE AS TO WHETHER TO APPROVE THE TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS REVIEW, DONE FOR THE COMPENSATION COMMITTEE OF THE BOARD, INCLUDES RESEARCHING GUIDESTAR, 990S, NY NON-PROFIT NETWORK ANNUAL SALARY SURVEY, PHONE CALLS TO OTHER ORGANIZATIONS TO COLLECT DATA, AND PERIODICALLY HIRES A COMPENSATION CONSULTANT, AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 241,725. MANAGEMENT AND GENERAL EXPENSES 26,858. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 268,583. OUTSIDE CONTRACTORS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,923. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,923.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LOSS ON DISPOSAL OF ASSET -951.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G

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