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 (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) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | 1,000 | 759,201 | 652,290 | 574,299 | 1,986,790 | |
| 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 | 1,000 | 759,201 | 652,290 | 574,299 | 1,986,790 | |
| 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. | 1,986,790 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 1,000 | 759,201 | 652,290 | 574,299 | 1,986,790 | |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 9 | 15 | 2 | 26 | ||
| 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. | 1,986,816 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 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...... | ||||||
| 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. | ||||||
| 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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 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.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 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 | ||||
| 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 2015 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-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
||||
| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, 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 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| 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 1, PART I, LINE 6 | VOLUNTEERS HELP EMPLOYEES MAINTAIN THE QUALITY OF ALL PROGRAMS. THEY DO NOT RECEIVE ANY COMPENSATION OTHER THAN THE SATISFACTION OF THEIR BELIEFS IN THE PROGRAMS OF THE CENTER. |
| FORM 990, PAGE 2, PART III, LINE 4A | - LOCAL CURRENCY PROJECT CONTINUED - SURVEY TO HELP IDENTIFY AREAS IN THE LOCAL ECONOMY THAT COULD BE DEVELOPED THROUGH LOCAL MANUFACTURING TO REDUCE IMPORTATION OF PRODUCTS AND SERVICES. PBS TV'S COVERAGE OF BERKSHARES WAS VIEWED OVER 11,000 TIMES ON YOUTUBE. THE BERKSHARES PROGRAM SERVES 10,000 PERSONS REGIONALLY AND THROUGH MEDIA AND INTERNET REACHES OVER 2 MILLION PERSONS NATIONALLY AND INTERNATIONALLY. |
| FORM 990, PAGE 2, PART III, LINE 4D | THE SCHUMACHER CENTER MAINTAINS A PUBLICATION PROGRAM BOTH IN PRINT AND ONLINE. THE PUBLICATIONS INCLUDE SCHUMACHER LECTURES, BUT ALSO INCLUDE THE LEGAL AND OPERATIONAL DOCUMENTS FOR THE ORGANIZATION'S LOCAL CURRENCY, COMMUNITY LAND TRUST, AND SHARE MICRO-CREDIT PROGRAMS, AS WELL AS BACKGROUND TEXTS TO THESE PROGRAMS. THE SCHUMACHER CENTER MAINTAINS A WEBSITE OF THE 40 YEAR'S PUBLICATION OF MANAS, A JOURNAL OF INDEPENDENT INQUIRY, CONCERNED WITH THE STUDY OF PRINCIPLES WHICH MOVE THE WORLD ON ITS PRESENT COURSE. THE SITE RECEIVES NEARLY 50,000 VISITS PER YEAR. THE SCHUMACHER CENTER DIGITALIZED ALL OF THE TAPES FROM THE LINDISFARNE ASSOCIATION, A COLLECTION OF CONVERSATIONS ON CULTURE, SOCIETY, TECHNOLOGY, AND CULTURE. THESE ARE ALL ONLINE AT THE CENTER'S ARCHIVE.ORG SITE. THE SCHUMACHER CENTER'S COMBINED WEBSITES RECEIVED OVER 400,000 VIEWS IN 2015. DOWNLOADS FROM ITS ARCHIVE.ORG AUDIO SITE OF LECTURE MATERIAL AND LINDISFARNE TAPES TOTALED OVER 12,000. THE COMMUNITY LAND TRUST AND COMMONS PROGRAM IS PROVIDING INFORMATION ABOUT THE ROLE OF LAND AND NATURAL RESOURCES IN A NEW ECONOMIC SYSTEM. WORKING WITH THE COMMUNITY LAND TRUST IN THE SOUTHERN BERKSHIRES, THE SCHUMACHER CENTER IS MODELING NEW LEGAL DOCUMENTS TO ENSURE AFFORDABLE ACCESS TO LAND FOR HOMES, BUSINESSES, AND FARMS. THESE DOCUMENTS ARE PART OF THE SCHUMACHER CENTER'S WEBSITE. THE PROGRAM SERVES 1,000 PERSONS REGIONALLY AND ANOTHER 8,000 IN VISITS TO MATERIAL ONLINE. LIBRARY OPERATIONS - THE SCHUMACHER CENTER'S LIBRARAIAN FINISHED CATALOGUING NEW COLLECTIONS ACQUIRED IN LATE 2014 -- ONE FROM SIMPLE-LIVING ADVOCATE MARTHA SHAW, AND THE OTHER THE BOOKS OF HENRY GEIGER, THE EDITOR AND PUBLISHER OF MANAS JOURNAL. THE LIBRARIAN TRAVELED TO MULTIPLE LOCATIONS TO PROVIDE ARCHIVAL SUPPORT TO THE GOOD LIFE CENTER, HOME OF HELEN AND SCOTT NEARING, AND TO THE LIBRARY OF ACCLAIMED ECONOMIST HAZEL HENDERSON. LIBRARIAN AND INTERNS INITIATED AND COMPLETED TRANSFER OF MANAS JOURNAL WEBSITE TO NEW FORMAT FOR GREATER ACCESSIBILTY BY THE PUBLIC. THE SITE RECEIVED 4,000 VIEWS THROUGHOUT THE YEAR. RESEARCHERS CONTINUINED TO ACCESS THE LIBRARY'S COMPUTER INDEX OF OVER 17,000 BOOKS AND THE ARCHIVES VIA THE INTERNET. THE LIBRARY HOSTED RESEARCHERS FROM ITALY AND SPAIN AND OTHER VISITORS TO THE LIBRARY. THE LIBRARY OPERATIONS SERVE OVER 1,000 PERSONS ANNUALLY. CUBA EDUCATIONAL PROGRAM - IN OCTOBER 2014, THE SCHUMACHER CENTER TOOK A DELEGATION OF REPRESENTATIVES FROM NEW ECONOMY NON PROFITS, OF FARM ADVOCACY GROUPS, AND OF STATE AGRICULTURE COMMISSIONS ON AN EDUCATIONAL TOUR OF CUBA TO STUDY THE COUNTRY'S SUSTAINABLE AGRICULTURE SYSTEMS. OUT OF THAT TRIP GREW THE CUBA - U.S. AGROEOLOGY NETWORK, AN EDUCATIONAL PROJECT TO DEVELOP AN EXCHANGE BETWEEN CUBA AND THE U.S. REGARDING ISSUES OF LAND TENURE, LOCAL ECONOMIC DEVELOPMENT, COOP STRUCTURE, RESILIENT FOOD SYSTEMS, AND CULTIVATION OF ENTREPRENEURSHIP. THE SCHUMACHER CENTER HIRED GREG WATSON, FORMER MASSACHUSETTS COMMISSIONER OF AGRICULTURE TO LEAD THE INITATIVE. THE NETWORK OFFICIALLY LAUNCHED MAY 2015 AND TOOK DELEGATIONS IN OCTOBER AND NOVEMBER TO BUILD RELATIONS WITH THEIR CUBAN COUNTERPARTS AND ATTEND THE INTERNATIONAL CONFERENCE ON AGROECOLOGY, SUSTAINABLE AGRICULTURE AND COOPERATIVES. THE NETWORK HAS MORE THAN 50 PROFESSIONAL MEMBERS AND ITS WEBSITE RECEIVED MORE THAN 10,000 VIEWS THROUGHOUT THE YEAR. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD OF DIRECTORS AUTHORIZED THE AUDIT COMMITTEE TO REVIEW AND APPROVE FORM 990 PRIOR TO ITS FILING. A FORM 8879-EO WAS THEN SIGNED BY THE PRESIDENT OF THE ORGANIZATION AUTHORIZING THE ELECTRONIC FILING OF THE FORM 990. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE BOARD OF DIRECTORS REQUIRES AN ANNUAL DECLARATION FROM ALL BOARD MEMBERS AND EXECUTIVE DIRECTOR AS TO THE EXISTANCE AND DISCLOSURE OF ANY POTENTIAL CONFLICTS OF INTEREST. |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPENSATION FOR THE EXECUTIVE DIRECTOR IS SET BY THE BOARD OF DIRECTORS AT AN ANNUAL BOARD MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS CAME ABOUT THROUGH ITS BOARD OF DIRECTORS AND EXECUTIVE DIRECTOR AND IS REVIEWED ANNUALLY FOR IMPROVEMENTS AND REVISIONS. THIS IS THE SAME FOR THE CONFLICT OF INTEREST POLICY. FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH THE STATE OF MASSACHUSETTS WEBSITE, THROUGH THE WEBSITE OF THE SCHUMACHER CENTER FOR A NEW ECONOMICS,THROUGH GUIDESTAR'S WEBSITE AND UPON REQUEST. |
| FORM 990, PART IX, LINE 24E | CONSULTANT-GROUNDS/DRIVEW 6,440 3,025 823 CONSULTANT-INTERN 7,651 1,294 0 UTILITIES 3,952 1,856 505 LEASE FEES AND TX 3,764 1,767 481 CONSULTANT-WEB TECHNICION 6,000 0 0 HONORARIUMS 6,000 0 0 MEALS AND ENTERTAINMENT 2,374 2,860 532 TELEPHONE AND INTERNET 3,314 1,740 419 INTERNET HOSTING 2,477 2,988 0 GOVERNMENT FILING FEES 833 4,373 0 BOOKS FOR LIBRARY 5,018 0 0 CONSULTANT-ENGINEER/ARCHI 5,000 0 0 CONSULTANT-MAINTENANCE 2,700 1,152 313 SUPPLIES - OFFICE 1,114 2,877 38 VEHICLE LEASE 644 3,378 0 PRINT / COPY / PHOTO 2,579 154 465 BOARD EXPENSES 466 2,445 0 POSTAGE AND DELIVERY 703 2,162 10 CONSULTANT-GRAPHICS 2,790 0 0 CONFERENCES/EVENT ATTEND 1,266 849 366 GROUNDS / WALK / 1,079 507 138 BANK AND CREDIT CARD FEES 249 1,303 0 CONSULTANT-OTHER 160 840 0 DRIVEWAY MAINT 622 291 79 SOFTWARE / TECHNOLOGY 804 85 0 INTERN STIPEND 875 0 0 MEMBERSHIPS / DONATIONS 341 286 0 EQUIPMENT REPAIR / RENTAL 257 121 33 BUILDING MAINT 247 110 30 MISCELLANEOUS 209 50 0 LOCAL CURRENCY DISCOUNT -181 -955 0 |
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