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)
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(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 38,880,454 | 44,978,145 | 42,109,979 | 43,006,352 | 50,356,662 | 219,331,592 |
| 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 | 38,880,454 | 44,978,145 | 42,109,979 | 43,006,352 | 50,356,662 | 219,331,592 |
| 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) .. | 12,175,304 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 207,156,288 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 38,880,454 | 44,978,145 | 42,109,979 | 43,006,352 | 50,356,662 | 219,331,592 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 1,320,066 | 1,031,893 | 810,353 | 998,124 | 1,767,680 | 5,928,116 |
| 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.).. | 119,205 | 137,135 | 184,240 | 244,394 | 207,638 | 892,612 |
| 11 | Total support. Add lines 7 through 10 | 226,272,706 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (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) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (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 on 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 0.015 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 0.035 | 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 | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2022 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2022 |
(iii) Distributable Amount for 2022 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2022 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2022: | ||||
| a From 2017....... | ||||
| b From 2018....... | ||||
| c From 2019....... | ||||
| d From 2020....... | ||||
| e From 2021....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2022 distributable amount | ||||
|
i
Carryover from 2017 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2022 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2022 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2022, 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 2022. 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 2023. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2018..... | ||||
| b Excess from 2019..... | ||||
| c Excess from 2020..... | ||||
| d Excess from 2021..... | ||||
| e Excess from 2022..... | ||||
| 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.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SHALL CONSIST OF THE BOARD CHAIR, THE IMMEDIATE PAST BOARD CHAIR, THE BOARD CHAIR-ELECT, THE VICE-CHAIRS OF STANDING COMMITTEES, AND UP TO FIVE (5) OTHER DIRECTORS APPOINTED BY THE BOARD CHAIR TO SERVE AT LARGE. THE PRESIDENT & CHIEF EXECUTIVE OFFICER SHALL ALSO SERVE AS AN EX OFFICIO NONVOTING MEMBER OF THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS WILL COORDINATE THE GENERAL ACTIVITIES OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS MAY EXERCISE ALL THE POWERS AND AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION EXCEPT FOR THOSE ACTIONS THAT REQUIRE APPROVAL OF THE BOARD OF DIRECTORS IN 0. THE BOARD CHAIR SHALL SERVE AS CHAIR OF THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. REGULAR MEETINGS OF THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SHALL BE SCHEDULED BY THE BOARD CHAIR IN CONSULTATION WITH THE PRESIDENT & CHIEF EXECUTIVE OFFICER. THE DUTIES OF THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SHALL BE AS FOLLOWS: I) REPRESENT THE FULL BOARD OF DIRECTORS AND DIRECT ANY REQUIRED BUSINESS OF THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, INCLUDING ANY URGENT OR PERTINENT BUSINESS MATTERS; II) PROVIDE COUNSEL AND GUIDANCE TO THE PRESIDENT & CHIEF EXECUTIVE OFFICER ON IMPORTANT MATTERS INCLUDING CRISIS MANAGEMENT AND DIFFICULT DECISIONS, ACT AS A FORUM FOR BUSINESS STRATEGY CONVERSATION, AND PROVIDE A CRITICAL DECISION-MAKING ENTITY ON MATTERS THE PRESIDENT & CHIEF EXECUTIVE OFFICER BRINGS TO THE ATTENTION OF THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS; III) REVIEW THE MATERIAL POLICIES AND PROCEDURES OF THE CORPORATION AS NEEDED AND MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS; IV) REVIEW THE STRATEGIC PLAN AND MAKE RECOMMENDATION FOR APPROVAL TO THE BOARD OF DIRECTORS; V) CONSIDER AND PROVIDE GUIDANCE ON THE IMPACT ANY COMMUNITY, INDUSTRY, OR OTHER EXTERNAL ISSUES OR FORCES MAY HAVE ON THE CORPORATION; VI) MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS WITH RESPECT TO SPECIFIC ISSUES, CHALLENGES, AND OPPORTUNITIES FACING THE CORPORATION; VII) AUTHORIZE, ENGAGE, HIRE, AND CONSULT WITH LEGAL COUNSEL REGARDING THREATENED OR PENDING LEGAL ACTIONS; VIII) NEGOTIATE AND APPROVE LEGAL SETTLEMENTS ON BEHALF OF THE CORPORATION; IX) REVIEW AND APPROVE ANY PURCHASE OF REAL ESTATE; X) MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS WITH RESPECT TO ANY MERGERS, ACQUISITIONS, DISSOLUTION, LIQUIDATION, OR OTHER LARGE TRANSACTIONS BY THE CORPORATION; XI) REVIEW AND PROVIDE GUIDANCE TO THE PRESIDENT & CHIEF EXECUTIVE OFFICER REGARDING MAJOR AREAS OF RISK OR POSSIBLE LIABILITY FACING THE CORPORATION; XII) MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS WITH RESPECT TO CAPITAL CAMPAIGNS OR MAJOR CHANGES IN FUNDRAISING OPERATIONS; XIII) REVIEW AND APPROVE BOARD OF DIRECTORS COMMITTEES' RECOMMENDATIONS THAT MAY COME BEFORE THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS AS NEEDED; XIV) EVALUATE AND MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS REGARDING THE PERFORMANCE OF THE PRESIDENT & CHIEF EXECUTIVE OFFICER; XV) APPROVE ANY CHANGES TO THE PRESIDENT & CHIEF EXECUTIVE OFFICER'S COMPENSATION; AND XVI) ESTABLISH A SEARCH COMMITTEE COMPRISED OF MEMBERS OF THE BOARD OF DIRECTORS, IN THE EVENT OF A VACANCY IN THE PRESIDENT & CHIEF EXECUTIVE OFFICER OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THE AUDIT SUB-COMMITTEE CHAIR AND APPROVED BY THE CHIEF EXECUTIVE OFFICER. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO SIGN THE BOARD ETHICS POLICY AND DISCLOSE ANY RELATIONSHIP THAT MAY BE A CONFLICT. A BOARD MANUAL IS PREPARED AND REVIEWED WITH ANY NEW BOARD MEMBERS DETAILING THE CONFLICT OF INTEREST POLICY. THE ORGANIZATION HAS A VERY STRONG POLICY FOR ETHICAL STANDARDS OF CONDUCT AND HAS NEVER ENCOUNTERED A CONFLICT OF INTEREST IN THE AGENCY'S 90 PLUS YEAR HISTORY. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION COMMITTEE. THE COMMITTEE IS COMPRISED OF THE CURRENT BOARD CHAIR, BOARD CHAIR-ELECT, AND TWO MOST FORMER BOARD CHAIRS TO CONDUCT AN ANNUAL REVIEW OF AND ESTABLISH THE PRESIDENT & CHIEF EXECUTIVE OFFICER'S COMPENSATION PACKAGE FOR APPROVAL BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE CHIEF HUMAN RESOURCES OFFICER AND ANY OTHER PROFESSIONAL CONSULTANT(S) CHOSEN BY THE COMMITTEE WILL PROVIDE THE LATEST COMPENSATION INFORMATION FOR COMPARABLE POSITIONS WITHIN THE INDUSTRY. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALL AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE ALSO INCLUDED IN THE ANNUAL REPORT |
| FORM 990, PART XI, LINE 9: | TRANSFER TO RELATED ORGANIZATION -13,000,000. |
| Software ID: | |
| Software Version: |