efile Public Visual Render
ObjectId: 201602029349300735 - Submission: 2016-07-20
TIN: 52-0851555
Form
990
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
Do not enter social security numbers on this form as it may be made public.
Information about Form 990 and its instructions is at
www.IRS.gov/form990
.
OMB No. 1545-0047
20
15
Open to Public Inspection
A
For the 2015 calendar year, or tax year beginning
01-01-2015
, and ending
12-31-2015
B
Check if applicable:
Address change
Name change
Initial return
Final return/terminated
Amended return
Application pending
C
Name of organization
AMNESTY INTERNATIONAL USA INC
% MICHAEL GREENBERG
Doing business as
Number and street (or P.O. box if mail is not delivered to street address)
5 PENN PLAZA 16TH FLOOR
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK
,
NY
10001
D Employer identification number
52-0851555
E Telephone number
(212) 807-8400
G
Gross receipts $
43,456,062
F
Name and address of principal officer:
MARGARET HUANG
AIUSA 5 PENN PLAZA 16TH FL
NEW YORK
,
NY
10001
I
Tax-exempt status:
501(c)(3)
501(c)
(
)
(insert no.)
4947(a)(1)
or
527
J
Website:
WWW.AMNESTYUSA.ORG
H(a)
Is this a group return for
subordinates?
Yes
No
H(b)
Are all subordinates
included?
Yes
No
If "No," attach a list. (see instructions)
H(c)
Group exemption number
9240
K
Form of organization:
Corporation
Trust
Association
Other
L
Year of formation:
1966
M
State of legal domicile:
NY
Part I
Summary
1
Briefly describe the organization’s mission or most significant activities:
TO ACT IN CONCERT WITH THE INTERNATIONAL HUMAN RIGHTS MOVEMENT, WITHIN THE CONTEXT OF ITS WORK TO PROMOTE ALL PROVISIONS IN THE UNIVERSAL DECLARATION OF HUMAN RIGHTS.
2
Check this box
3
Number of voting members of the governing body (Part VI, line 1a)
........
3
17
4
Number of independent voting members of the governing body (Part VI, line 1b)
.....
4
17
5
Total number of individuals employed in calendar year 2015 (Part V, line 2a)
......
5
424
6
Total number of volunteers (estimate if necessary)
.............
6
9,735
7a
Total unrelated business revenue from Part VIII, column (C), line 12
........
7a
0
b
Net unrelated business taxable income from Form 990-T, line 34
.........
7b
Prior Year
Current Year
8
Contributions and grants (Part VIII, line 1h)
.........
31,785,589
37,447,820
9
Program service revenue (Part VIII, line 2g)
.........
192,982
298,011
10
Investment income (Part VIII, column (A), lines 3, 4, and 7d )
....
1,032,767
525,757
11
Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)
512,683
725,763
12
Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)
33,524,021
38,997,351
13
Grants and similar amounts paid (Part IX, column (A), lines 1–3 )
...
8,554,778
8,922,520
14
Benefits paid to or for members (Part IX, column (A), line 4)
.....
0
0
15
Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)
8,867,508
10,056,850
16a
Professional fundraising fees (Part IX, column (A), line 11e)
.....
3,556,834
707,650
b
Total fundraising expenses (Part IX, column (D), line 25)
5,340,577
17
Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)
....
11,006,417
15,921,135
18
Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)
31,985,537
35,608,155
19
Revenue less expenses. Subtract line 18 from line 12
.......
1,538,484
3,389,196
Beginning of Current Year
End of Year
20
Total assets (Part X, line 16)
.............
23,610,089
24,885,388
21
Total liabilities (Part X, line 26)
.............
5,906,429
4,217,270
22
Net assets or fund balances. Subtract line 21 from line 20
.....
17,703,660
20,668,118
Part II
Signature Block
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
2016-07-18
Signature of officer
Date
MICHAEL GREENBERG
CFO
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Paul Hammerschmidt
Preparer's signature
Paul Hammerschmidt
Date
Check
if
self-employed
PTIN
P01384178
Firm's name
BDO USA LLP
Firm's EIN
Firm's address
100 PARK AVENUE
NEW YORK
,
NY
100175001
Phone no.
(212) 885-8000
May the IRS discuss this return with the preparer shown above? (see instructions)
..........
Yes
No
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form
990
(2015)
Page 2
Form 990 (2015)
Page
2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III
..............
1
Briefly describe the organization’s mission:
AMNESTY INTERNATIONAL USA, INC. IS THE U.S. SECTION OF AMNESTY INTERNATIONAL LIMITED, A WORLDWIDE MOVEMENT OF PEOPLE WHO CAMPAIGN FOR INTERNATIONALLY RECOGNIZED HUMAN RIGHTS. THE ORGANIZATION'S MISSION IS TO ACT IN CONCERT WITH THE INTERNATIONAL HUMAN RIGHTS MOVEMENT, WITHIN THE CONTEXT OF ITS WORK TO PROMOTE ALL PROVISIONS IN THE UNIVERSAL DECLARATION OF HUMAN RIGHTS.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ?
.....................
Yes
No
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services?
...........................
Yes
No
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a
(Code:
) (Expenses $
5,672,127
including grants of $
43,520
) (Revenue $
41,104
)
CAMPAIGNS, PROGRAMS, and RESEARCH - Amnesty International USAs Campaigns, Programs, and Research services cover: 1) Individuals at Risk, 2) Identity and Discrimination, 3) Death Penalty Abolition, 4) Security with Human Rights, 5) Police Accountability, 6) End Gun Violence, and 7) Mass Incarceration. This group works in collaboration with other areas of the Organization. AIUSAs Individuals at Risk team works to generate pressure on local and international government officials and other decision makers through a strategic mix of research, lobbying, media attention, coalition building, and grassroots activism including the annual Write for Rights campaign, the Urgent Action Network, the Case Commitment Initiative, and Focus Case Campaigns. In 2015 member participation generated over one million individual actions on cases from AIUSA. 2015s Write for Rights broke records domestically and globally, with AIUSA generating over 300,000 actions on 12 focus cases. The 2015 year saw the release of 144 prisoners of conscience who are people jailed for the peaceful expression of their beliefs or identity. AIUSAs Abolish the Death Penalty campaign is conducted in the USA on a state-by-state basis. In 2015, the Nebraska state legislature passed a bill to abolish the death penalty and overturned the Governors veto, a victory in which Amnesty members played a crucial role. Other significant victories include the vacating of Reggie Clemons death sentence and stays of execution by Pennsylvania Governor Tom Wolf for Rodney Reed and Richard Glossip. AIUSAs Security with Human Rights program works to end human rights abuses committed in the name of national security. Security with Human Rights focus areas include 1) Torture and Guantanamo, 2) U.S. Drone and Other Air Strikes, and 3) Surveillance. AIUSA campaigned on the cases of Guantanamo Bay facility prisoners Shaker Aamer and Ahmed Abdulaziz; the two men were released in 2015. In 2015, Congress voted to strengthen the ban on torture and ensure it applies to the CIA; AIUSA activists sent more than 44,000 emails to senators in key states on this issue. AIUSA also partnered with the American Civil Liberties Union and Human Rights Watch to deliver an 110,000 signature petition to the Department of Justice calling for an investigation of torture authorized by the CIA. AIUSA representatives met with the Mexican Ambassador to the U.S. to deliver 24,219 actions from AIUSA members requesting an overhaul of forensic examination of torture survivors to align with the Istanbul Protocol and delivered 520 pencils made by AIUSA members in solidarity with disappeared Mexican students. AIUSAs Police Accountability campaign saw significant progress in 2015. In a landmark decision in May 2015, survivors of torture by Chicago Police during the 1970s, 1980s and early 1990s were awarded a reparations package including restitution, compensation and rehabilitation. Legislation was encouraged addressing the use of lethal force by police officers in Missouri. AIUSA field staff and Legislative Coordinators campaigned to pressure the St. Louis Board of Alderman to create a Civilian Oversight Board; the bill was signed by the mayor in May 2015. AIUSAs Research Unit released a new report in June 2015 entitled "Deadly Force: Police Use of Lethal Force in the United States" which highlighted a country-wide lack of oversight and reporting for police use of lethal force. The report gave recommendations for local, state, and national regulation. AIUSAs Identity and Discrimination Unit is dedicated to ending human rights violations based on identifying features such as gender, orientation, race, religion, and nationality. The priority in 2015 was the continuation of the My Body/My Rights campaign to help ensure that everyone has access to their sexual and reproductive rights. Representatives from AIUSAs Identity and Discrimination Unit met with Paraguayan Embassy staff to deliver over 66,000 signatures regarding the case of a 10-year-old rape survivor who was denied an abortion. During 2015s Write for Rights campaign, AIUSA activists wrote 11,617 letters to the El Salvadoran government and took 25,465 online actions to urge the release of a woman imprisoned on abortion-related charges after suffering a miscarriage-Teodora del Carmen Vasquez-and to advocate for a change in the country's abortion laws. In 2015 AIUSAs Research Unit released the widely read report on lethal force by police "Deadly Force: Police Use of Lethal Force in the United States". This work has led to legislation on lethal force in Missouri and pending legislation in Maryland, as well as draft federal legislation. The Unit developed case studies on police use of deadly force to be used in state-based campaigning. Earlier research on the survivors of Chicago police torture achieved results as the Chicago City Council passed an ordinance to provide reparations to the men and women of color who were systematically tortured by officers from the Chicago Police Department decades prior. AIUSA researchers also released a toolkit demonstrating the drivers of mass incarceration in the United States through individual case studies. One case study highlighted the expansion of immigration detention in the U.S. and featured an action on two Guatemalan refugees. A second case study illustrated the issue of charging juveniles as adults in criminal cases in New York state.
4b
(Code:
) (Expenses $
8,879,000
including grants of $
8,879,000
) (Revenue $
0
)
INTERNATIONAL - SUPPORTS RESEARCH INTO HUMAN RIGHTS VIOLATIONS WORLDWIDE AND THE COORDINATION OF INTERNATIONAL EFFORTS TO STOP THEM. THE LARGEST COMPONENT OF THIS PROGRAM IS THE ANNUAL ASSESSMENT PAID TO THE INTERNATIONAL SECRETARIAT TO FUND ITS RESEARCH AND ACTIONS. FUNDS GO TO PREVENT AND END GRAVE ABUSES OF THE RIGHTS TO PHYSICAL AND MENTAL INTEGRITY, FREEDOM OF CONSCIENCE AND EXPRESSION, AND FREEDOM FROM DISCRIMINATION. ALSO INCLUDED ARE SUPPORT FOR INTERNATIONAL MEMBERSHIP AND PROGRAM DEVELOPMENT IN THE GLOBAL SOUTH AND PARTICIPATION IN INTERNATIONAL MEETINGS FURTHERING THE GOALS OF THE COLLECTIVE MOVEMENT.
4c
(Code:
) (Expenses $
5,438,429
including grants of $
0
) (Revenue $
256,907
)
DIGITAL AND STRATEGIC COMMUNICATIONS AND CREATIVE PARTNERSHIPS PROGRAM - The purpose of this program is to shape public opinion by telling AIUSAs story, develop relationships, and leverage those relationships to create measurable human rights impact. The Digital and Strategic Communications Program Area works closely with AIUSA Campaigns to identify key moments for public engagement. The Strategic Communications and Digital Initiatives program channels its work into 1) Media Relations, 2) Online Editorial Campaigns, and 3) Online Growth and Cultivation. Each unit is responsible for message development and distribution through its respective channels. The Media Relations Unit is responsible for press releases, press conferences, editorial board outreach, op-ed submissions, and targeted media pitches. The Online Editorial Campaigns Unit manages online assets such as mobile applications, social media pages, and creation of video, infographics, and other shareable content. The Online Growth & Cultivation Unit sends online advocacy, online fundraising, and list-building messages to AIUSA activists, supporters, and members. Over 350,000 individuals took action online in 2015. The Media Relations Unit in particular helped to shape the narrative and public perception of Amnestys proposed global policy to protect the rights of sex workers in 2015. The issues which received the highest media coverage in 2015 were Boko Haram, Raif Badawi, Chicago Torture, CIA Torture, Death Sentences and Executions Report, NSA Surveillance, and Albert Woodfox. The Online Editorial Campaigns Unit launched an AIUSA channel on Spotify, co-hosted a live Twitter chat to push the passage of International Violence Against Women Act, produced the live-stream of AIUSAs Annual General Meeting in partnership with the Events team, successfully supported the global launch of the #UnFollowMe campaign on mass surveillance, and produced various multimedia assets. In 2015 AIUSA surpassed one million followers on Twitter. AIUSA social media education and actions around the global refugee crisis had high levels of engagement; posts were shared widely across AIUSAs existing audience and drew in new audience members to AIUSAs platform. The Creative Partnerships program saw in 2015 the relaunch of Art for Amnesty in the United States. Art for Amnesty engaged artists through a strategic combination of celebrity partnerships and arts-focused events. Creative Partnerships seeks to maximize human rights impact through affiliations in the arts community to 1) increase brand visibility and credibility within media, 2) generate fresh cultural capital and relevance, 3) identify new opportunities and relationships, 4) build growth and diversity, and 5) increase membership and activists. In 2015 Creative Partnerships put on Manifest Justice in Los Angeles, California, a two-week convening attended by more than 7,500 individuals including a long list of artists, tastemakers, and public figures. They worked in collaboration with the Individuals at Risk team and artist Brandan Odums to produce a 25-foot mural of Albert Woodfox, generating stories on the regionally significant Nola.com and in San Francisco Bay View. Art for Amnesty secured a 2015 role for AIUSA with SXSW South by Southwest, a set of film, interactive, and music festivals in Austin, Texas attended by nearly 100,000 individuals each year. Creative Partnerships also secured a high-profile partnership for AIUSA with MTVs Rebel Music series, featuring artists who advance human rights through their music in countries around the world. Art for Amnesty also worked with the Individuals at Risk and Events teams to put on Art for Rights in New Orleans, Louisiana an event focused on AIUSAs core Write for Rights initiative.
4d
Other program services (Describe in Schedule O.)
(Expenses $
7,947,154
including grants of $
0
) (Revenue $
0
)
4e
Total program service expenses
27,936,710
Form
990
(2015)
Page 3
Form 990 (2015)
Page
3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?
If "Yes," complete Schedule A
.....................
1
Yes
2
Is the organization required to complete
Schedule B, Schedule of Contributors
(see instructions)?
...
2
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?
If "Yes," complete Schedule C, Part I
.............
3
No
4
Section 501(c)(3) organizations.
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?
If "Yes," complete Schedule C, Part II
..............
4
Yes
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?
If "Yes," complete Schedule C, Part III
.................
5
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?
If "Yes," complete Schedule D, Part I
..................
6
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures?
If "Yes," complete Schedule D, Part II
...
7
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets?
If "Yes," complete Schedule D, Part III
.............
8
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services?
If "Yes," complete Schedule D, Part IV
..............
9
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?
If "Yes," complete Schedule D, Part V
......
10
Yes
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.
...................
11a
Yes
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16?
If "Yes," complete Schedule D, Part VII
.......
11b
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16?
If "Yes," complete Schedule D, Part VIII
.......
11c
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16?
If "Yes," complete Schedule D, Part IX
............
11d
No
e
Did the organization report an amount for other liabilities in Part X, line 25?
If "Yes," complete Schedule D, Part X
11e
Yes
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)?
If "Yes," complete Schedule D, Part X
11f
Yes
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII
.................
12a
Yes
b
Was the organization included in consolidated, independent audited financial statements for the tax year?
If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional
12b
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)?
If "Yes," complete Schedule E
13
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?
.....
14a
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?
If "Yes," complete Schedule F, Parts I and IV
.........
14b
Yes
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization?
If “Yes,” complete Schedule F, Parts II and IV
.....
15
Yes
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals?
If “Yes,” complete Schedule F, Parts III and IV
...
16
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e?
If "Yes," complete Schedule G, Part I
(see instructions)
....
17
Yes
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a?
If "Yes," complete Schedule G, Part II
............
18
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a?
If "Yes," complete Schedule G, Part III
...................
19
No
20a
Did the organization operate one or more hospital facilities?
If "Yes," complete Schedule H
....
20a
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
Form
990
(2015)
Page 4
Form 990 (2015)
Page
4
Part IV
Checklist of Required Schedules
(continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1?
If “Yes,” complete Schedule I, Parts I and II
.....
21
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2?
If “Yes,” complete Schedule I, Parts I and III
........
22
Yes
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees?
If "Yes," complete Schedule J
.......................
23
Yes
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?
If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a
...............
24a
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?
...
24b
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
...............
24c
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?
...
24d
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations.
Did the organization engage in an excess benefit transaction with a disqualified person during the year?
If "Yes," complete Schedule L, Part I
............
25a
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ?
If "Yes," complete Schedule L, Part I
...................
25b
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?
If "Yes," complete Schedule L, Part II
................
26
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?
If "Yes," complete Schedule L, Part III
.........
27
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee?
If "Yes," complete Schedule L,
Part IV
........................
28a
No
b
A family member of a current or former officer, director, trustee, or key employee?
If "Yes," complete Schedule L, Part IV
.....................
28b
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?
If "Yes," complete Schedule L, Part IV
...
28c
No
29
Did the organization receive more than $25,000 in non-cash contributions?
If "Yes," complete Schedule M
..
29
Yes
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?
If "Yes," complete Schedule M
.............
30
No
31
Did the organization liquidate, terminate, or dissolve and cease operations?
If "Yes," complete Schedule N, Part I
.
31
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?
If "Yes," complete Schedule N, Part II
...........
32
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?
If "Yes," complete Schedule R, Part I
........
33
No
34
Was the organization related to any tax-exempt or taxable entity?
If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1
.........................
34
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)?
If "Yes," complete Schedule R, Part V, line 2
...
35b
36
Section 501(c)(3) organizations.
Did the organization make any transfers to an exempt non-charitable related organization?
If "Yes," complete Schedule R, Part V, line 2
.............
36
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?
If "Yes," complete Schedule R, Part VI
37
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19?
Note.
All Form 990 filers are required to complete Schedule O.
............
38
Yes
Form
990
(2015)
Page 5
Form 990 (2015)
Page
5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V
...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable
..
1a
83
b
Enter the number of Forms W-2G included in line 1a.
Enter -0-
if not applicable
.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?
..................
1c
Yes
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return
..................
2a
424
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note.
If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?
...
3a
No
b
If “Yes,” has it filed a Form 990-T for this year?
If “No” to line 3b, provide an explanation in Schedule O
...
3b
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?
..
4a
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?
..
5a
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T?
............
5c
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?
...
6a
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?
......................
6b
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?
....................
7a
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?
.....
7b
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?
.........................
7c
No
d
If "Yes," indicate the number of Forms 8282 filed during the year
....
7d
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
..
7f
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?
......................
7g
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?
..........................
7h
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?
.........................
8
9a
Did the sponsoring organization make any taxable distributions under section 4966?
...
9a
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?
...
9b
10
Section 501(c)(7) organizations.
Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12
...
10a
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
11
Section 501(c)(12) organizations.
Enter:
a
Gross income from members or shareholders
.........
11a
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.)
..........
11b
12a
Section 4947(a)(1) non-exempt charitable trusts.
Is the organization filing Form 990 in lieu of Form 1041?
12a
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans
....
13b
c
Enter the amount of reserves on hand
............
13c
14a
Did the organization receive any payments for indoor tanning services during the tax year?
.....
14a
No
b
If "Yes," has it filed a Form 720 to report these payments?
If "No," provide an explanation in Schedule O
..
14b
Form
990
(2015)
Page 6
Form 990 (2015)
Page
6
Part VI
Governance, Management, and Disclosure
For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI
..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
17
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
17
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee?
.................
2
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person?
.
3
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
...........................
4
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets?
.
5
No
6
Did the organization have members or stockholders?
................
6
Yes
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body?
....................
7a
Yes
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body?
...................
7b
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body?
.......................
8a
Yes
b
Each committee with authority to act on behalf of the governing body?
............
8b
Yes
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address?
If "Yes," provide the names and addresses in Schedule O
.......
9
No
Section B. Policies
(
This Section B requests information about policies not required by the Internal Revenue Code.
)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates?
............
10a
Yes
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
............................
11a
Yes
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990.
.....
12a
Did the organization have a written conflict of interest policy?
If "No," go to line 13
.......
12a
Yes
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts?
..........................
12b
Yes
c
Did the organization regularly and consistently monitor and enforce compliance with the policy?
If "Yes," describe in Schedule O how this was done
...................
12c
Yes
13
Did the organization have a written whistleblower policy?
...............
13
Yes
14
Did the organization have a written document retention and destruction policy?
.........
14
Yes
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official
...........
15a
Yes
b
Other officers or key employees of the organization
................
15b
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year?
......................
16a
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements?
............
16b
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filed
AL
,
AK
,
AZ
,
AR
,
CA
,
CO
,
CT
,
DE
,
FL
,
GA
,
HI
,
ID
,
IL
,
IN
,
IA
,
KS
,
KY
,
LA
,
ME
,
MD
,
MA
,
MI
,
MN
,
MS
,
MO
,
MT
,
NE
,
NV
,
NH
,
NJ
,
NM
,
NY
,
NC
,
ND
,
OH
,
OK
,
OR
,
PA
,
RI
,
SC
,
SD
,
TN
,
TX
,
UT
,
VT
,
VA
,
WA
,
WV
,
WI
,
WY
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
Own website
Another's website
Upon request
Other (explain in Schedule O)
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MICHAEL GREENBERG
AIUSA 5 PENN PLAZA 16TH FL
NY
,
NY
10001
(212) 633-4233
Form
990
(2015)
Page 7
Form 990 (2015)
Page
7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII
..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a
Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
List all of the organization’s
current
officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.
List all of the organization’s
current
key employees, if any. See instructions for definition of "key employee."
List the organization’s five
current
highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.
List all of the organization’s
former
officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.
List all of the organization’s
former directors or trustees
that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.
List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
(1)
ANN BURROUGHS
......................................................................
BOARD CHAIR
10.0
.................
0.0
X
X
0
0
0
(2)
REZA FAKHARI
......................................................................
VICE-CHAIR
10.0
.................
0.0
X
X
0
0
0
(3)
ANIKET SHAH FROM 915
......................................................................
TREASURER
10.0
.................
0.0
X
X
0
0
0
(4)
GOVIND ACHARYA
......................................................................
SECRETARY
10.0
.................
0.0
X
X
0
0
0
(5)
JAN KNIPPERS BLACK
......................................................................
BOARD MEMBER
10.0
.................
0.0
X
0
0
0
(6)
KRISTINA BRADY THRU 1215
......................................................................
BOARD MEMBER
10.0
.................
0.0
X
0
0
0
(7)
KATHLEEN CAVANAUGH THRU 915
......................................................................
BOARD MEMBER
10.0
.................
0.0
X
0
0
0
(8)
PRATAP CHATTERJEE
......................................................................
BOARD MEMBER
10.0
.................
0.0
X
0
0
0
(9)
BECKY FARRAR
......................................................................
BOARD MEMBER
10.0
.................
0.0
X
0
0
0
(10)
MOLLY GOLDBERG FROM 915
......................................................................
BOARD MEMBER
10.0
.................
0.0
X
0
0
0
(11)
EMILY HONG THRU 915
......................................................................
BOARD MEMBER
10.0
.................
0.0
X
0
0
0
(12)
ANGIE HOUGAS FROM 915
......................................................................
BOARD MEMBER
10.0
.................
0.0
X
0
0
0
(13)
GERRY HUDSON FROM 915
......................................................................
BOARD MEMBER
10.0
.................
0.0
X
0
0
0
(14)
NATALIE JESIONKA
......................................................................
BOARD MEMBER
10.0
.................
0.0
X
0
0
0
(15)
MATTHEW KENNIS
......................................................................
BOARD MEMBER
10.0
.................
0.0
X
0
0
0
(16)
MARCEL KITISSOU THRU 915
......................................................................
BOARD MEMBER
10.0
.................
0.0
X
0
0
0
(17)
JANET E LORD
......................................................................
BOARD MEMBER
10.0
.................
0.0
X
0
0
0
Form
990
(2015)
Page 8
Form 990 (2015)
Page
8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
(18)
THOMAS PEREIRA
........................................................................
BOARD MEMBER
10.0
.......................
0.0
X
0
0
0
(19)
TERRY KAY ROCKEFELLER
........................................................................
BOARD MEMBER
10.0
.......................
0.0
X
0
0
0
(20)
DAVID STAMPS
........................................................................
BOARD MEMBER
10.0
.......................
0.0
X
0
0
0
(21)
LINDA VEAZEY
........................................................................
BOARD MEMBER
10.0
.......................
0.0
X
0
0
0
(22)
RAFIA ZAKARIA THRU 915
........................................................................
BOARD MEMBER
10.0
.......................
0.0
X
0
0
0
(23)
MARGARET HUANG
........................................................................
INTERIM EXECUTIVE DIRECTOR
35.0
.......................
0.0
X
202,897
0
36,553
(24)
STEVEN HAWKINS THRU 1215
........................................................................
EXECUTIVE DIRECTOR
35.0
.......................
0.0
X
274,603
0
38,973
(25)
YOMARA HERNANDEZ THRU 615
........................................................................
CHIEF FINANCIAL OFFICER
35.0
.......................
0.0
X
142,659
0
9,044
(26)
MICHAEL GREENBERG FROM 615
........................................................................
CHIEF FINANCIAL OFFICER
35.0
.......................
0.0
X
105,346
0
5,057
(27)
DANIEL JAMES MCGREGOR
........................................................................
CHIEF DEVELOPMENT OFFICER
35.0
.......................
0.0
X
199,300
0
34,818
(28)
MICHAEL P O'REILLY
........................................................................
D.E.D. OF MEMBER ADVOCACY
35.0
.......................
0.0
X
173,358
0
35,978
(29)
RACHEL O'LEARY
........................................................................
DEP. EXEC. DIR. OF MEMBERSHIP
35.0
.......................
0.0
X
174,916
0
15,337
(30)
MARVIN BING
........................................................................
NAT'L DIR., ART FOR AMNESTY
35.0
.......................
0.0
X
173,813
0
21,748
(31)
CAMMIE CROFT THRU 1115
........................................................................
CHIEF DIGITAL COMM. OFFICER
35.0
.......................
0.0
X
159,654
0
27,843
(32)
ADOTEI AKWEI
........................................................................
MANAGING DIRECTOR, ADVOCACY
35.0
.......................
0.0
X
152,326
0
5,028
1b
Sub-Total
................
c
Total from continuation sheets to Part VII, Section A
....
d
Total (add lines 1b and 1c)
...........
1,758,872
0
230,379
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization
19
Yes
No
3
Did the organization list any
former
officer, director or trustee, key employee, or highest compensated employee on line 1a?
If "Yes," complete Schedule J for such individual
..............
3
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000?
If "Yes," complete Schedule J for such
individual
...........................
4
Yes
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization?
If "Yes," complete Schedule J for such person
........
5
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
AB DATA
,
600 AB DATA DRIVE
MILWAUKEE
,
WI
53217
MAIL, PRINT & PRODU.
3,454,386
AB DATA CLIENT TRUST
,
600 AB DATA DRIVE
MILWAUKEE
,
WI
53217
POSTAGE-MAILINGS
1,937,705
ROI SOLUTIONS INC
,
1 ALEWIFE CENTER 220
CAMBRIDGE
,
MA
02140
DATABASE HOSTING
318,273
SOZE PRODUCTIONS
,
159 CARLTON AVENUE APT 4B
BROOKLYN
,
NY
11205
EVENT MANAGEMENT
282,873
I-TEAM TECHNOLOGY ASSOCIATES LLC
,
147 W 26TH STREET
NEW YORK
,
NY
10001
OUTSOURCE TECHNOLOGY
254,108
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization
21
Form
990
(2015)
Page 9
Form 990 (2015)
Page
9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII
.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
1a
Federated campaigns
..
1a
b
Membership dues
..
1b
c
Fundraising events
..
1c
d
Related organizations
1d
e
Government grants (contributions)
1e
f
All other contributions, gifts, grants, and similar amounts not included above
1f
37,447,820
g
Noncash contributions included
in lines 1a-1f:$
901,472
h Total.
Add lines 1a-1f
.......
37,447,820
Business Code
2a
LITERATURE AND MERCHANDISE SALES
452000
175,018
175,018
b
MEDIA AND MERCHANDISE SALES
452000
81,889
81,889
c
CONFERENCE FEES
900099
41,104
41,104
d
e
f
All other program service revenue.
g Total.
Add lines 2a–2f
.....
298,011
3
Investment income (including dividends, interest, and other
similar amounts)
..........
370,779
370,779
4
Income from investment of tax-exempt bond proceeds
0
5
Royalties
...........
88,371
88,371
(ii) Personal
(i) Real
6a
Gross rents
620,319
b
Less: rental expenses
c
Rental income or (loss)
0
620,319
d
Net rental income or (loss)
......
620,319
620,319
(ii) Other
(i) Securities
7a
Gross amount from sales of assets other than inventory
4,613,689
b
Less: cost or other basis and sales expenses
4,458,711
c
Gain or (loss)
154,978
d
Net gain or (loss)
.....
154,978
154,978
8a
Gross income from fundraising events (not including $
of contributions reported on line 1c).
See Part IV, line 18
....
a
b
Less: direct expenses
...
b
c
Net income or (loss) from fundraising events
..
0
9a
Gross income from gaming activities.
See Part IV, line 19
...
a
b
Less: direct expenses
...
b
c
Net income or (loss) from gaming activities
..
0
10a
Gross sales of inventory, less
returns and allowances
..
a
b
Less: cost of goods sold
..
b
c
Net income or (loss) from sales of inventory
..
0
Business Code
Miscellaneous Revenue
11a
MISCELLANEOUS
900099
17,073
17,073
b
c
d
All other revenue
....
e
Total.
Add lines 11a–11d
......
17,073
12
Total revenue.
See Instructions.
.....
38,997,351
298,011
1,251,520
Form
990
(2015)
Page 10
Form 990 (2015)
Page
10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Check if Schedule O contains a response or note to any line in this Part IX
..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service
expenses
(C)
Management and
general expenses
(D)
Fundraising
expenses
1
Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21
0
2
Grants and other assistance to individuals in the United States. See Part IV, line 22
43,520
43,520
3
Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16
8,879,000
8,879,000
4
Benefits paid to or for members
0
5
Compensation of current officers, directors, trustees, and key employees
....
1,049,250
797,430
125,910
125,910
6
Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
....
0
7
Other salaries and wages
7,582,444
5,332,805
1,182,998
1,066,641
8
Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions)
....
114,401
80,246
17,984
16,171
9
Other employee benefits
.......
685,752
481,152
107,716
96,884
10
Payroll taxes
...........
625,003
443,422
95,065
86,516
11
Fees for services (non-employees):
a
Management
......
0
b
Legal
.........
53,462
41,786
2,016
9,660
c
Accounting
...........
172,188
134,582
6,494
31,112
d
Lobbying
...........
382,700
382,700
e
Professional fundraising services.
See Part IV, line 17
707,650
707,650
f
Investment management fees
......
96,253
78,567
9,519
8,167
g
Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
2,092,939
1,552,255
93,367
447,317
12
Advertising and promotion
....
374,223
136,162
14,244
223,817
13
Office expenses
.......
2,095,588
1,075,587
126,004
893,997
14
Information technology
......
235,466
185,781
18,206
31,479
15
Royalties
..
0
16
Occupancy
...........
2,543,042
2,079,706
253,042
210,294
17
Travel
............
1,719,410
1,546,385
71,468
101,557
18
Payments of travel or entertainment expenses for any federal, state, or local public officials
.
0
19
Conferences, conventions, and meetings
....
34,043
12,386
1,296
20,361
20
Interest
...........
0
21
Payments to affiliates
.......
0
22
Depreciation, depletion, and amortization
..
149,822
122,854
14,982
11,986
23
Insurance
...
102,226
83,444
10,110
8,672
24
Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a
DIRECT COMMUNICATIONS
5,425,231
4,067,593
156,766
1,200,872
b
DUES AND SUBSCRIPTIONS
291,108
252,944
8,735
29,429
c
EQUIPMENT REPAIR/MAINTENANCE
153,434
126,403
14,946
12,085
d
e
All other expenses
25
Total functional expenses.
Add lines 1 through 24e
35,608,155
27,936,710
2,330,868
5,340,577
26
Joint costs.
Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation.
Check here
if following SOP 98-2 (ASC 958-720).
4,826,501
3,074,744
0
1,751,757
Form
990
(2015)
Page 11
Form 990 (2015)
Page
11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX
..............
(A)
Beginning of year
(B)
End of year
1
Cash–non-interest-bearing
........
4,837,409
1
4,601,087
2
Savings and temporary cash investments
.........
895,233
2
1,646,410
3
Pledges and grants receivable, net
......
287,713
3
747,336
4
Accounts receivable, net
.............
0
4
0
5
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
0
5
0
6
Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0
6
0
7
Notes and loans receivable, net
....
0
7
0
8
Inventories for sale or use
........
54,116
8
14,717
9
Prepaid expenses and deferred charges
......
3,026,981
9
3,145,563
10a
Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D
10a
1,955,443
b
Less: accumulated depreciation
10b
1,627,875
372,890
10c
327,568
11
Investments—publicly traded securities
.
14,105,279
11
14,373,422
12
Investments—other securities. See Part IV, line 11
.....
0
12
0
13
Investments—program-related. See Part IV, line 11
..
0
13
0
14
Intangible assets
...............
0
14
0
15
Other assets. See Part IV, line 11
...........
30,468
15
29,285
16
Total assets.
Add lines 1 through 15 (must equal line 34)
...
23,610,089
16
24,885,388
17
Accounts payable and accrued expenses
.....
3,059,165
17
1,541,849
18
Grants payable
...
0
18
0
19
Deferred revenue
.........
0
19
0
20
Tax-exempt bond liabilities
.........
0
20
0
21
Escrow or custodial account liability.
Complete Part IV of Schedule D
0
21
0
22
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons.
Complete Part II of Schedule L
..
0
22
0
23
Secured mortgages and notes payable to unrelated third parties
..
0
23
0
24
Unsecured notes and loans payable to unrelated third parties
..
0
24
0
25
Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24).
Complete Part X of Schedule D
2,847,264
25
2,675,421
26
Total liabilities.
Add lines 17 through 25
..
5,906,429
26
4,217,270
Organizations that follow SFAS 117 (ASC 958),
check here
and complete lines 27 through 29, and lines 33 and 34.
27
Unrestricted net assets
14,203,082
27
16,883,310
28
Temporarily restricted net assets
...........
1,285,719
28
1,569,949
29
Permanently restricted net assets
2,214,859
29
2,214,859
Organizations that do not follow SFAS 117 (ASC 958),
check here
and complete lines 30 through 34.
30
Capital stock or trust principal, or current funds
.....
30
31
Paid-in or capital surplus, or land, building or equipment fund
...
31
32
Retained earnings, endowment, accumulated income, or other funds
32
33
Total net assets or fund balances
...........
17,703,660
33
20,668,118
34
Total liabilities and net assets/fund balances
........
23,610,089
34
24,885,388
Form
990
(2015)
Page 12
Form 990 (2015)
Page
12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI
..............
1
Total revenue (must equal Part VIII, column (A), line 12)
............
1
38,997,351
2
Total expenses (must equal Part IX, column (A), line 25)
............
2
35,608,155
3
Revenue less expenses. Subtract line 2 from line 1
..............
3
3,389,196
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A))
..
4
17,703,660
5
Net unrealized gains (losses) on investments
...............
5
-424,738
6
Donated services and use of facilities
.................
6
7
Investment expenses
.....................
7
8
Prior period adjustments
.....................
8
9
Other changes in net assets or fund balances (explain in Schedule O)
........
9
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
20,668,118
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII
.............
Yes
No
1
Accounting method used to prepare the Form 990:
Cash
Accrual
Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
Separate basis
Consolidated basis
Both consolidated and separate basis
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
Separate basis
Consolidated basis
Both consolidated and separate basis
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight
of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
No
b
If "Yes," did the organization undergo the required audit or audits?
If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Form
990
(2015)
Form 990 (2015)
Additional Data
Software ID:
Software Version:
Form 990, Special Condition Description:
Special Condition Description