Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 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 |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 14,002,696 | 12,279,909 | 14,764,734 | 21,937,556 | 9,294,627 | 72,279,522 |
| 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 | 14,002,696 | 12,279,909 | 14,764,734 | 21,937,556 | 9,294,627 | 72,279,522 |
| 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).. | 37,315,573 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 34,963,949 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 14,002,696 | 12,279,909 | 14,764,734 | 21,937,556 | 9,294,627 | 72,279,522 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 2,790 | 9,401 | 2,205 | 725 | 15,121 | |
| 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.).. | 2,724 | 8,270 | 6,319 | 9,074 | 5,104 | 31,491 |
| 11 | Total support. Add lines 7 through 10 | 72,326,134 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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) |
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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) |
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| 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): |
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| 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 2019 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-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | OTHER MISCELLANEOUS INCOME - 2013 AMOUNT: $ 2,724. 2014 AMOUNT: $ 8,270. 2015 AMOUNT: $ 6,319. 2016 AMOUNT: $ 9,074. 2017 AMOUNT: $ 5,104. |
| SCHEDULE A, PART II, SECTION B, LINE 10 | MISCELLANEOUS INCOME $5,104 |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | AFTER THE 990 HAS BEEN PREPARED, IT IS REVIEWED BY THE CFO, COO AND CEO. THE CEO SUBSEQUENTLY SENDS IT TO THE BOARD OF DIRECTORS (GOVERNING BODY) FOR REVIEW BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS RECEIVES THE CONFLICT OF INTEREST POLICY AS WELL AS CORPORATE COMPLIANCE POLICIES AND PROCEDURES. COMPLIANCE IS MONITORED BY THE BOARD AND CEO WHO ARE KEENLY AWARE OF THE IMPORTANCE OF THESE POLICIES. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE CEO'S COMPENSATION IS DETERMINED AND APPROVED BY THE BOARD AND IS DOCUMENTED IN A WRITTEN EMPLOYMENT CONTRACT. THE BOARD ALSO REVIEWS THE CEO'S PERFORMANCE SEMIANNUALLY AND ADJUSTS PAY ACCORDINGLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORMS 990 ARE AVAILABLE UPON REQUEST AT OUR OFFICE. |
| FORM 990, PAGE 1, SECTION B | THE ORGANIZATION RESTATED FINANCIAL STATEMENTS AFTER THE ORIGINAL FILING OF THE 990. FORM 990 WAS AMENDED TO REFLECT THE FOLLOWING: PART I: LINE 8: CONTRIBUTIONS AND GRANTS- CHANGED TO $9,294,627 PART I: LINE 9: PROGRAM SERVICE REVENUE- CHANGED TO $207,780 PART I: LINE 11: OTHER REVENUE- CHANGED TO $5,104 PART I: LINE 12: TOTAL REVENUE- CHANGED TO $9,508,236 PART I: LINE 13: GRANTS AND SIMILAR AMOUNTS PAID- CHANGED TO $11,953,228 PART I: LINE 15: SALARIES, OTHER COMPENSATION, EMPLOYEE BENEFITS- CHANGED TO $4,052,872 PART I: LINE 17: OTHER EXPENSES- CHANGED TO $2,283,002 PART I: LINE 18: TOTAL EXPENSES- CHANGED TO $18,289,102 PART I: LINE 19: REVENUE LESS EXPENSES- CHANGED TO $-8,780,866 PART I: LINE 20: TOTAL ASSETS- CHANGED TO $18,129,428 PART I: LINE 21: TOTAL LIABILITIES- CHANGED TO $12,705,092 PART I: LINE 22: NET ASSETS OR FUND BALANCES- CHANGED TO $5,424,336 PART III: LINE 4A CHANGED TO EXPENSE $16,667,220, INCLUDING GRANTS OF $11,953,228, REVENUE $207,780 PART III: LINE 4E: TOTAL PROGRAM SERVICE EXPENSES - CHANGED TO $16,667,220 PART VIII: LINE 1F: ALL OTHER CONTRIBUTIONS, GIFTS, GRANTS, AND SIMILAR AMOUNTS NOT INCLUDED ABOVE - CHANGED TO $8,957,196 PART VIII: LINE 1H: TOTAL - CHANGED TO (A) $9,294,627 PART VIII: LINE 2A: PROGRAM INCOME - CHANGED TO (A) $207,780, AND (B) $207,780 PART VIII: LINE 2G: TOTAL - CHANGED TO (A) $207,780 PART VIII: LINE 11A: MISCELLANEOUS INCOME - CHANGED TO (A) $5,104, AND (B) $5,104 PART VIII: LINE 11E: TOTAL - CHANGED TO (A) $5,104 PART VIII: LINE 12: TOTAL REVENUE- CHANGED TO (A) $9,508,236, (B) $207,780, (D) $5,829 PART IX: LINE 1: GRANTS AND OTHER ASSISTANCE TO DOMESTIC ORGANIZATIONS AND DOMESTIC GOVERNMENTS - CHANGED TO (A) $11,953,228 AND (B) $11,953,228 PART IX: LINE 7: OTHER SALARIES AND WAGES - CHANGED TO (A) $2,597,732, (B) 2,156,457, (C) $258,565, AND (D) $182,710 PART IX: LINE 9: OTHER EMPLOYEE BENEFITS - CHANGED TO (A) $365,029, (B) 303,022, (C) $36,333, AND (D) $25,674 PART IX: LINE 10: PAYROLL TAXES - CHANGED TO (A) $264,444, AND (C) $26,321 PART IX: LINE 13: OFFICE EXPENSES - CHANGED TO (A) $42,389, AND (B) $13,452 PART IX: LINE 16: OCCUPANCY - CHANGED TO (A) $171,214, AND (B) $117,667 PART IX: LINE 17: TRAVEL - CHANGED TO (A) $883,479, AND (B) $785,187 PART IX: LINE 25: TOTAL FUNCTIONAL EXPENSES - CHANGED TO (A) $18,289,102, AND (B) $16,667,220 PART X: LINE 1: CASH - NON-INTEREST-BEARING - CHANGED TO (B) $1,722,134 PART X: LINE 16: TOTAL ASSETS - CHANGED TO (B) $18,129,428 PART X: LINE 17: ACCOUNTS PAYABLE AND ACCRUED EXPENSES - CHANGED TO (B) $380,756 PART X: LINE 18: GRANTS PAYABLE - CHANGED TO (B) $12,310,471 PART X: LINE 26: TOTAL LIABILITIES - CHANGED TO (B) $12,705,092 PART X: LINE 27: UNRESTRICTED NET ASSETS - CHANGED TO (B) $-13,415,053 PART X: LINE 28: TEMPORARILY RESTRICTED NET ASSETS - CHANGED TO (B) $18,839,389 PART X: LINE 33: TOTAL NET ASSETS OF FUND BALANCES - CHANGED TO (B) $5,424,336 PART X: LINE 34: TOTAL LIABILITIES AND NET ASSETS/FUND BALANCES - CHANGED TO (B) $18,129,428 PART XI: LINE 1: TOTAL REVENUE - CHANGED TO $9,508,236 PART XI: LINE 2: TOTAL EXPENSES - CHANGED TO $18,289,102 PART XI: LINE 3: REVENUE LESS EXPENSES - CHANGED TO $-8,780,866 PART XI: LINE 10: NET ASSETS OR FUND BALANCES AT END OF YEAR - CHANGED TO $5,424,336 SCHEDULE A: PART II: SECTION A: LINE 1: GIFTS, GRANTS, AND CONTRIBUTIONS AND MEMBERSHIP FEES RECEIVED - CHANGED TO (E) $9,294,627, AND (F) $72,279,522 SCHEDULE A: PART II: SECTION A: LINE 5: THE PORTION OF TOTAL CONTRIBUTIONS BY EACH PERSON (OTHER THAN A GOVERNMENTAL UNIT OR PUBLICLY SUPPORTED ORGANIZATION) INCLUDED ON LINE 1 THAT EXCEEDED 2% OF THE AMOUNT SHOWN ON LINE 11 - CHANGED TO (F) $37,315,573 SCHEDULE A: PART II: SECTION A: LINE 6: PUBLIC SUPPORT - CHANGED TO (F) $34,963,949 SCHEDULE A: PART II: SECTION B: LINE 10: OTHER INCOME - CHANGED TO (E) $5,104, AND (F) $31,491 SCHEDULE A: PART II: SECTION B: LINE 12: GROSS RECEIPTS FROM RELATED ACTIVITIES, ETC. - CHANGED TO $539,759 SCHEDULE A: PART II: SECTION C: LINE 14: PUBLIC SUPPORT PERCENTAGE FOR 2017 - CHANGED TO 48.34% SCHEDULE D: PART IX: LINE 1: TOTAL REVENUE, GAINS, AND OTHER SUPPORT PER AUDITED FINANCIAL STATEMENTS - CHANGED TO $9,513,916 SCHEDULE D: PART IX: LINE 5: TOTAL REVENUE - CHANGED TO $9,508,236 SCHEDULE D: PART XII: LINE 1: TOTAL EXPENSES AND LOSSES PER AUDITED FINANCIAL STATEMENTS - CHANGED TO $18,363,529 SCHEDULE D: PART XII: LINE 5: TOTAL EXPENSES - CHANGED TO $18,289,102 SCHEDULE I: PART II: LINE 1: FRANKLIN & MARSHALL COLLEGE - CHANGED TO (D) $442,584 |
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| Software Version: |