Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support Add lines 7 through 10. | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 152,748 | 140,318 | 129,780 | 107,619 | 107,261 | 637,726 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | 69,982 | 87,598 | 80,922 | 84,649 | 81,904 | 405,055 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | 222,730 | 227,916 | 210,702 | 192,268 | 189,165 | 1,042,781 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support (Subtract line 7c from line 6.) | 1,042,781 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 222,730 | 227,916 | 210,702 | 192,268 | 189,165 | 1,042,781 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 4,704 | 3,153 | 2,709 | 10,566 | ||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 4,704 | 3,153 | 2,709 | 10,566 | ||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 227,434 | 231,069 | 213,411 | 192,268 | 189,165 | 1,053,347 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | SIGNATURE PIECE FOR RECRUITING NEW MEMBERS FOR OUR AFFILIATE MEMBERS. BELOW ARE SOME OF THE AREAS THE SOCIETY EXAMINED AND THE RESULTS. SECTION 1. EXTERNAL RECOMMENDATIONS 1. THE RECOMMENDATION TO UNBUNDLE NPW AND FUNDING ALERT FROM THE "MEMBERSHIP" CONCEPT HAS BEEN RECOMMENDED AND NEEDS MORE RESEARCH. THAT RESEARCH WILL BE INITIATED BY A PILOT MARKETING STRATEGY THAT WILL OFFER THE PUBLICATIONS AS A STANDALONE SUBSCRIPTION...NOT AS PART OF A MEMBERSHIP. EACH WILL BE OFFERED AT 39/SUBSCRIPTIONS, (10 LESS THAN OUR COMPETITORS). WE MAY ALSO MARKET IT AS A SALE WITH A 29 PRICE. THIS WILL TEST THE PRICE POINT AND THE CONCEPT OF A "SALE". THIS WAS TESTED WITH POOR RESULTS. IT IS SUGGESTED BY STAFF THAT WE OFFER THEM UNBUNDLED ON THE WEB SITE AS AN OPTION, HOWEVER NOT PUT A LOT TO TIME INTO MARKETING THE OPTION. 2. THE FIRST LEVEL OF MEMBERSHIP WILL OFFER THE 2 PUBLICATIONS AS THE PRIMARY BENEFIT, AS WELL AS DISCOUNTS ON THE CERTIFICATE SERIES, BOOKS, ETC. THIS LEVEL WILL BE OFFERED AT 69. WE HAVE CONTINUED THE CURRENT MEMBERSHIP LEVEL, WITH NO TEST OF NEW MEMBERSHIP MODELS. 3. THE SECOND LEVEL OF MEMBERSHIP WILL BUNDLE THE PUBLICATIONS TOGETHER AS WELL AS ADDING GRANTSTATION MEMBERSHIP. THIS MEMBERSHIP WILL BE OFFERED AT 150. THIS WAS NOT DONE, THE SOCIETY CONTINUES WITH 3 MEMBERSHIP LEVELS, THIS BEING THE MOST ROBUST. 4. ANOTHER RECOMMENDATION IS TO MAKE THE LIBRARY OF ARTICLES FROM NPW FREE. THIS WOULD ATTRACT PEOPLE TO THE SITE AND BE A LINK ON MANY WEB SITES. THE LIBRARY IS CURRENTLY AVAILABLE ONLY TO MEMBERS AND THIS WOULD BE AN OPPORTUNITY TO SHOWCASE THE LASTING VALUE OF ARTICLES IN NPW. THE HOPE IS THIS WILL DRIVE SUBSCRIPTION SALES. THE LAST 12 MONTHS OF NPW WOULD NOT BE AVAILABLE. THIS HAS NOT BEEN DONE OR RESEARCHED 5. THE RECOMMENDATION THAT THE SOCIETY EXCHANGE AD SPACE WITH LIKE ORGANIZATIONS TO CREATE MORE EXPOSURE. THIS MIGHT REPLACE THE LOSS OF REVENUE FROM THE LACK OF AD SALES. THIS IS IN PROCESS WITH ONE ORGANIZATION. 6. INITIATE PARTNERSHIPS WITH ORGANIZATIONS THAT WOULD PROMOTE THE SOCIETY AND EVEN INITIATE NEW PRODUCTS: BUNDLE ARTICLES BY TOPIC, CREATE NEW COURSES/WEBINARS FOR EACH TOPIC, AND CREATE A PROFESSIONAL BLOG FOR THE WRITERS OF ARTICLES IN NPW AS A DESTINATION BRANDED BY THE SOCIETY. MANY OF THESE IDEAS HAVE YET TO BE EXPLORED, BUT THEY DO REPRESENT SOME OF THE SUGGESTIONS FROM OUR PARTNERS. 7. OFFER THE SOCIETY'S LIBRARY OF WEBINARS FREE ON OUR SITE AND LINKED TO OTHER SITES. AGAIN, THIS WOULD CREATE REAL VALUE FOR THOSE WHO VISIT THE WEB SITE. INITIATE NEW WEBINARS. THE WEBINARS WOULD BE FREE TO MEMBERS AND A NOMINAL CHARGE FOR NONMEMBERS. FREE WEBINARS FOR MEMBERS BEGAN IN OCTOBER WITH GOOD RESULTS. REGISTRATIONS GREW FROM AN AVERAGE OF 15 ATTENDEES TO 90. 8. SOLICIT MEMBERS TO INVITE COLLEAGUES TO SUBSCRIBE OR JOIN AND PROVIDE THEM WITH LANGUAGE AND A DIGITAL COPY OF NPW/FA TO SEND WITH THEIR INVITATION. WE ARE WAITING FOR THE MARKETING COMPANY TO DESIGN A MARKETING CAMPAIGN THAT CAN BE SHARED BY MEMBERS, WRITERS, ETC. THERE A NUMBER OF OTHER MARKETING EFFORTS TO EXPLORE BUT THAT WILL TAKE TIME. SECTION 2. INTERNAL RECOMMENDATIONS STAFF RECOMMENDATIONS SINCE REVENUE IS THE CHALLENGE, MANY OF THE ABOVE SUGGESTIONS ARE MADE IN ORDER TO CREATE MORE EXPOSURE FOR THE SOCIETY AND OUR PRODUCTS AND CREATE SALES. HOWEVER, THERE ARE SOME ADDITIONAL COST SAVINGS WE HAVE DISCOVERED. 1. REDUCE THE AMOUNT OF COLOR ON PAGES FROM OUR CURRENT PROCESS THAT PUTS IT ON EACH PAGE TO HALF OF THE PAGES. THIS CHANGE WOULD MOVE THE COST OF EACH MAGAZINE FROM 1.35 TO 1.05 FOR 4,500 COPIES, A SAVINGS OF 1,364.65 PER ISSUE. DONE 2. THE SOCIETY ALSO MAY HAVE THE OPPORTUNITY TO BARTER THE GRAPHICS AND LAYOUT FOR NPW. THIS APPROACH WOULD HAVE THE SOCIETY PROVIDE AD SPACE IN A NUMBER OF VENUES IN EXCHANGE FOR THE GRAPHICS AND LAYOUT. THIS WOULD SAVE THE SOCIETY APPROXIMATELY 1,900. WE COULD NOT ARRANGE THIS. WE WILL REMAIN WITH OUR CURRENT GRAPHICS PROVIDER. WE HAVE A VERY COMPETITIVE PRICE FROM THEM. SINCE THE CURRENT COST OF PRODUCING AND MAILING NPW IS APPROXIMATELY 12,000 WITHOUT ADDING ADMINISTRATIVE COSTS, IMPLEMENTING OPTION 1 WOULD REDUCE THE COST PER ISSUE TO 10,635.35. IMPLEMENTING BOTH OPTION 1 AND 2 WOULD REDUCE THE COST TO 8,735.35. ONLY OPTION 1. WITH 2,000 OF ADVERTISING FOR EACH ISSUE THE COST WOULD BE 6,735.35. (2,000 IS CURRENTLY UNDER CONTRACT) THIS IS ABOUT THE APPROXIMATE NET REVENUE-M 1,759.2, A-J 3,715.2, IF THE SOCIETY CANNOT BARTER THE GRAPHICS THE COST WOULD BE: 8,635.35. THE SOCIETY IMPLEMENTED BOTH OPTION 1 AND 2 AND THAT WILL REDUCE THE COST TO 8,735.35. SECTION 3 RECOMMENDATIONS TO THE BOARD FROM STAFF 1. GO FORWARD WITH THE PRODUCTION AND MAILING OF J/F NPW AND ADD THE COLOR SAVINGS TO THE LAYOUT. WE THINK IT IS WORTH THE FINANCIAL RISK TO TAKE THAT STEP AND IMMEDIATELY IMPLEMENT SOME OF THE REVENUE IDEAS. THIS WAS NOT DONE, WE IMPLEMENTED THE QUARTERLY SCHEDULE. 2. BEGIN THE TEST OF STAND ALONE SUBSCRIPTIONS TO NPW AND FA AS SOON AS WE CAN ADJUST THE DATABASE TO PROCESS THEM. THIS WAS DONE WITH A POOR RESPONSE. 3. BEGIN THE PROCESS OF OFFERING THE LIBRARY OF ARTICLES FROM NPW AND THE WEBINARS FREE AS A WAY TO DRIVE POTENTIAL CUSTOMERS TO THE WEB SITE. CONTACT OUR PARTNERS AND ASK THEM TO ALERT THEIR CONSTITUENTS TO THIS NEW RESOURCE. THIS IS IN PROCESS. WHERE ARE WE NOW? 1. MOVING TO THE QUARTERLY PUBLICATIONS HAS SAVED THE SOCIETY MONEY. THERE DOES NOT SEEM TO BE ANY PUSH BACK. WE HAVE NOT LOST ANY AFFILIATE MEMBERS DUE TO THE CHANGE. 2. WE CONTINUE TO SEEK NEW AFFILIATES AND SOME ARE GOOD PROSPECTS. IT TAKES A LONG TIME TO SECURE ONE. 3. ENROLLMENTS IN THE CERTIFICATE SERIES HAVE INCREASED DUE TO SALES. WE HAVE ALSO INCREASED THE PRICE. 4. WE HAVE A GROUP IN INDIA THAT IS INTERESTED IN OFFERING THE SERIES TO THEIR STUDENTS. THE LOA IS IN PROCESS. 5. FINANCES: THE ATTACHED REPORT WILL SHOW A POSITIVE BALANCE. I THINK THE CHANGES WE HAVE PUT IN PLACE AND OUR OUTREACH IS PAYING OFF. FUTURE PLANS 1. WE ARE EXPLORING THE DEVELOPMENT OF MARKETING MATERIALS, ETC THAT WE CAN SHARE WITH OUR CONSTITUENTS TO HELP MARKET THE SOCIETY. 2. WE HAVE REDESIGNED THE WEB SITE TO BE MORE INTUITIVE AND FEEDBACK HAS BEEN GOOD. 3. WE HAVE BEEN SUCCESSFUL IN ADDING ONE NEW BOARD MEMBER. 4. WE HAVE JUST LEARNED THAT GRANTSTATION WILL BE INCREASING THE FEE TO THE SOCIETY BY 4.00 NEXT YEAR FROM 6.00/MEMBERSHIP TO 10.00/MEMBERSHIP. THIS IS A 66% INCREASE. THE SOCIETY WAS ABLE TO NEGOTIATE A REPRIEVE AND ESTABLISH A NEW PROCESS FOR RATES. THE NEXT REVIEW WILL BE IN 2016. WE WERE ABLE TO KEEP THE CURRENT RATE. MANY OF THE INITIATIVES STATED IN 2014 WILL BE CONTINUED IN 2015. RESPECTFULLY, KATIE BURNHAM LAVERTY, PRESIDENT |
| FORM 990, PAGE 6, PART VI, LINE 9 | KATIE BURNHAM LAVERTY 41839 CARLETON WAY TEMECULA, CA 92591 ANDREW SCHIFF 2 BETHESDA METRO CENTER, STE. 920 BETHESDA, MD 20814 DIANE HULTS 32609 OLD POST RD BEVERLY HILLS, MI 48025 JON BLUTH 7509 OLDCHESTER RD BETHESDA, MD 20817 |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD OF DIRECTORS REVIEWS THE FORM 990 AND APPROVES IT PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE BOARD OF DIRECTORS ARE REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Software ID: | |
| Software Version: |