efile Public Visual Render
ObjectId: 201713209349301731 - Submission: 2017-11-15
TIN: 94-2282759
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
16
Open to Public Inspection
A
For the 2016 calendar year, or tax year beginning
07-01-2016
, and ending
06-30-2017
B
Check if applicable:
Address change
Name change
Initial return
Final return/terminated
Amended return
Application pending
C
Name of organization
Foundation for National Progress
Doing business as
Mother Jones Magazine
Number and street (or P.O. box if mail is not delivered to street address)
222 Sutter Street No 600
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
San Francisco
,
CA
941084457
D Employer identification number
94-2282759
E Telephone number
(415) 321-1700
G
Gross receipts $
16,674,738
F
Name and address of principal officer:
Monika Bauerlein
222 Sutter Street No 600
San Francisco
,
CA
941084457
I
Tax-exempt status:
501(c)(3)
501(c)
(
)
(insert no.)
4947(a)(1)
or
527
J
Website:
www.motherjones.com
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
K
Form of organization:
Corporation
Trust
Association
Other
L
Year of formation:
1975
M
State of legal domicile:
CA
Part I
Summary
1
Briefly describe the organization’s mission or most significant activities:
A news organization that specializes in investigative, political & social justice reporting.
2
Check this box
3
Number of voting members of the governing body (Part VI, line 1a)
........
3
19
4
Number of independent voting members of the governing body (Part VI, line 1b)
.....
4
14
5
Total number of individuals employed in calendar year 2016 (Part V, line 2a)
......
5
109
6
Total number of volunteers (estimate if necessary)
.............
6
24
7a
Total unrelated business revenue from Part VIII, column (C), line 12
........
7a
2,375,528
b
Net unrelated business taxable income from Form 990-T, line 34
.........
7b
0
Prior Year
Current Year
8
Contributions and grants (Part VIII, line 1h)
.........
8,830,782
11,565,250
9
Program service revenue (Part VIII, line 2g)
.........
4,266,769
4,769,598
10
Investment income (Part VIII, column (A), lines 3, 4, and 7d )
....
-5,328
3,123
11
Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)
95,107
200,029
12
Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)
13,187,330
16,538,000
13
Grants and similar amounts paid (Part IX, column (A), lines 1–3 )
...
0
0
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)
7,581,133
7,855,263
16a
Professional fundraising fees (Part IX, column (A), line 11e)
.....
229,583
258,162
b
Total fundraising expenses (Part IX, column (D), line 25)
1,565,747
17
Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)
....
6,239,166
5,574,430
18
Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)
14,049,882
13,687,855
19
Revenue less expenses. Subtract line 18 from line 12
.......
-862,552
2,850,145
Beginning of Current Year
End of Year
20
Total assets (Part X, line 16)
.............
1,437,737
3,798,775
21
Total liabilities (Part X, line 26)
.............
4,130,248
3,641,141
22
Net assets or fund balances. Subtract line 21 from line 20
.....
-2,692,511
157,634
Part II
Signature Block
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.
Sign Here
2017-11-16
Signature of officer
Date
Madeleine Buckingham
Chief Business Strategist/CFO
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Lawrence S Kuechler
Preparer's signature
Lawrence S Kuechler
Date
2017-11-16
Check
if
self-employed
PTIN
P00233621
Firm's name
Armanino LLP
Firm's EIN
94-6214841
Firm's address
12657 Alcosta Blvd Ste 500
San Ramon
,
CA
945834600
Phone no.
(925) 790-2600
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
(2016)
Page 2
Form 990 (2016)
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:
First published in 1976 by the nonprofit Foundation for National Progress, Mother Jones' mission is to produce revelatory journalism that in its power and reach informs and inspires a more just and democratic world. This nonprofit news organization specializes in investigative, political, social justice, and environmental reporting, directly reaching an average of nearly 6 million people each month. Mother Jones also reaches millions more through pickup of our stories by other media and advocacy organizations and sharing through social media.
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 $
8,964,224
including grants of $
) (Revenue $
1,968,442
)
Program Service 1: Investigative Reporting The past decade or so has been one of deep transformation for Mother Jones, from a print-centric organization with a modest web presence and a monthly audience of approximately 600,000 readers to a genuinely digital-first news operation (with a vibrant print magazine, too) and a monthly audience that now averages more than 14 million users each month. Time and again, our reporting has broken through to the larger public consider David Corn's election-shaping 47% story during the 2012 presidential campaign, or his October 2016 expose of the Russia-Trump dossier that set the stage for the most serious challenges to the Trump presidency, or reporter Shane Bauer's 35,000-word investigation into the private prison industry. Investigative, timely, high-impact journalism like this led to our being recognized as the 2017 Magazine of the Year by the American Society of Magazine Editors, and to the PEN America Center describing MoJo as "an internationally recognized, powerhouse."Today, Mother Jones lives with one foot firmly inside the daily news cycle and the social media universe (more than half of our audience finds our work on Facebook and Twitter). And while we attune our coverage to the events of the day, we also hold true to our magazine DNA, with long-form investigative journalism that gives our readers the context they seek to help separate signal from noise, and to take well-informed action.Our mission today is more urgent than ever: To cover the most important stories of this historic moment without being distracted, intimidated, or sidelined, guided by three goals: Investigate corruption. Expose authoritarianism. Chronicle resistance. Driving this is a business model grounded in broad-based reader support: 70 percent of our revenue comes from our readers, either as subscriptions or donations (the balance split between foundation grants and advertising revenue). As a result, while VC-funded and advertising-dependent media outlets go through round after round of layoffs and cutbacks, we've grown, with a 30 percent increase in our newsroom staff over the past two years. Thanks to this fundamental business orientation and authentically transformational giving from our readers and supporters, Mother Jones' projected budget for fiscal year 2017-2018 is more than $16.3 million, up from $15 million in 2016-2017 and $13.4 million in 2015-2106. We begin our new fiscal year with 87 full-time staff (including 9 new positions) and a dozen Ben Bagdikian Fellows based in San Francisco, New York, and Washington DC. We also saw growth in the awareness of Mother Jones last year, as our work was frequently mentioned in other media, and in public discourse. In 2015, media outlets cited our work more than 4,000 times; the 2016 figure was well above this. These include hundreds of media outlets across all publishing platforms, points of view, audiences, ranging from The New York Times and the Washington Post to Vox.com, Vanity Fair, BusinessInsider.com, and even Breitbart.com. We gained hard-earned recognition from our peers as a media leader, with more than 120 awards over the years. These include the National Magazine Award's 2017 Magazine of the Year prize besting The New Yorker and New York magazine. This is truly the moment for Mother Jones a moment when uncertainty, heightened tensions both domestically and globally, and a tectonic shift in economic, cultural, and political assumptions dominates the news. It is also why in early fiscal year 2017, we set out to expand core beats, especially: Politics, Money and Influence Mother Jones took the candidacy of Donald Trump seriously from the start, publishing articles about his foreign business ties, connections to corrupt leaders, and the potential for influencing policy through dealings with the Trump business organization. Our politics team immersed itself in covering the campaign with a focus on where the money and influence were flowing and who stood to gain. Ari Berman was hired from the Nation magazine to cover voting rights and election protection. Food and Health Our Bite podcast explores the intersection of food, politics and the economy using interviews with policymakers, food journalists, chefs, agronomists, food scientists, and marketers. With resources from the campaign, the audience grew during the grant period to an average of 12,000 listeners (in the first two weeks of each broadcast). Race and Justice Grant funds enabled us to create new beats to cover race, justice, and policing; to undertake a major investigation of the history of private prisons that had major impact on policy and public awareness; and devote a reporter full-time to the consequences of the national opioid addiction crisis. We hired Jamilah King, who along with existing staff reports on racial justice, mass incarceration, and education. Global Conflict, Peace and Security We have made investments in deeper coverage of national security issues in the past few months. We have assigned one reporter to focus on the intersection of cybersecurity, war, and intelligence; another has zeroed in on the connections between belligerent rhetoric and anti-immigrant policies. An online campaign helped us launch a new beat dedicated entirely to the Russia-Trump constitutional crisis. Dan Friedman, a longtime Washington D.C. correspondent, was hired and is assigned to global conflict, national security, and Russia-Trump. Supporting each of these beats, we also brought aboard two filmmakers in our first film residency program, which aims to bring powerful new modes of storytelling to our newsrooms.
4b
(Code:
) (Expenses $
601,935
including grants of $
) (Revenue $
427,627
)
Program Service #2: Ben Bagdikian Fellowship Program: Since 1980, Mother Jones has placed an emphasis on creating opportunities for aspiring journalists through the Ben Bagdikian Fellowship Program. The program is named in recognition of Bagdikian's many contributions to journalism--as an investigative reporter for the Washington Post who helped break the Pentagon Papers story; as a media critic who put the problem of media consolidation on the public agenda; and as an educator who helped guide the journalism program at the University of California, Berkeley into the digital era. Ben's professional record, personal integrity, and commitment to social justice inspired us to name Mother Jones' internship program in his honor.While there are a number of general journalism and reporting internships available for students or recent college graduates, only Mother Jones puts such an emphasis on investigative reporting. Among the largest training programs in the independent media community, the Ben Bagdikian Fellowship Program gives aspiring journalists intensive training in what it takes to publish outstanding, independent journalism, to meet deadlines, and to work as part of a professional team. The Ben Bagdikian Fellowship Program is a rare opportunity for new journalists to work alongside some of the top reporters and journalists in the business, and to learn the inner workings of multimedia national reporting with a special focus on investigative journalism. Depending on funding availability, the program also offers internships for those interested in art and photography, nonprofit public affairs and social media, and the business and technology side of publishing. Graduates leave with practical knowledge, work that they can be proud of, and a network of friends and colleagues that will last a lifetime. Mother Jones' training program is an essential if also unrecognized element of American journalism's infrastructure. Of the more than 800 interns and fellows who have passed through Mother Jones' internship program since 1980, more than half moved on to a career in journalism or the media at some of the nation's most prestigious media outlets. Graduates of the program work throughout the national media world at outlets ranging from the New York Times and the Wall Street Journal to National Public Radio and Salon.com.
4c
(Code:
) (Expenses $
including grants of $
) (Revenue $
)
4d
Other program services (Describe in Schedule O.)
(Expenses $
including grants of $
) (Revenue $
)
4e
Total program service expenses
9,566,159
Form
990
(2016)
Page 3
Form 990 (2016)
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
Yes
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
No
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
No
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
No
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
No
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
Yes
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
Form
990
(2016)
Page 4
Form 990 (2016)
Page
4
Part IV
Checklist of Required Schedules
(continued)
Yes
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
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
No
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
Yes
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
(2016)
Page 5
Form 990 (2016)
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
129
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
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
109
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
Yes
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
Yes
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
Yes
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?
.....
7b
Yes
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
(2016)
Page 6
Form 990 (2016)
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
19
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
14
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
No
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
No
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
No
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
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
Yes
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
AK
,
AR
,
CA
,
CT
,
FL
,
GA
,
HI
,
IL
,
KS
,
KY
,
LA
,
ME
,
MD
,
MA
,
MI
,
MN
,
MS
,
NH
,
NJ
,
NM
,
NY
,
NC
,
ND
,
OH
,
OK
,
OR
,
PA
,
RI
,
SC
,
TN
,
UT
,
VA
,
WA
,
WV
,
WI
,
CO
,
MO
,
AL
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:
MADELEINE BUCKINGHAM Chief Business Strategist
222 Sutter Street Suite 600
San Francisco
,
CA
94108
(415) 321-1700
Form
990
(2016)
Page 7
Form 990 (2016)
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)
Phil Straus
......................................................................
Board chair
5.00
.................
X
X
0
0
0
(2)
Monika Bauerlein
......................................................................
President
37.50
.................
X
X
196,819
0
33,448
(3)
clara Jeffery
......................................................................
vice president/Editor-in-c
37.50
.................
X
X
199,220
0
21,038
(4)
steve Katz
......................................................................
vice president/Publisher
37.50
.................
X
X
181,687
0
29,598
(5)
Sara Frankel
......................................................................
secretary
5.00
.................
X
X
0
0
0
(6)
Jon Pageler
......................................................................
treasurer
5.00
.................
X
X
0
0
0
(7)
Erik Hanisch
......................................................................
Board Member
5.00
.................
X
0
0
0
(8)
Harriet Barlow
......................................................................
Board Member
5.00
.................
X
0
0
0
(9)
Jane Butcher
......................................................................
Board Member
5.00
.................
X
0
0
0
(10)
Dave Glassco To 62016
......................................................................
Board Member
5.00
.................
X
0
0
0
(11)
Judy Wise
......................................................................
Board Member
5.00
.................
X
0
0
0
(12)
Ken Pelletier
......................................................................
Board Member
5.00
.................
X
0
0
0
(13)
Kevin Simmons to 22017
......................................................................
Board Member
5.00
.................
X
0
0
0
(14)
Arran Bardige
......................................................................
Board Member
5.00
.................
X
0
0
0
(15)
Richard Melcher
......................................................................
Board Member
5.00
.................
X
0
0
0
(16)
Andre Carothers
......................................................................
Board Member
5.00
.................
X
0
0
0
(17)
Diane Filippi
......................................................................
board member
5.00
.................
X
0
0
0
Form
990
(2016)
Page 8
Form 990 (2016)
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)
Adam Hochschild
........................................................................
board member
5.00
.......................
X
0
0
0
(19)
carolyn Mugar
........................................................................
board member
5.00
.......................
X
0
0
0
(20)
Mitchell Grummon to 022017
........................................................................
Bd Mbr/Financial Analyst
37.50
.......................
X
77,467
0
5,227
(21)
Hannah Levintova
........................................................................
Bd Mbr/Reporter/Assoc Editor
37.50
.......................
X
55,421
0
9,444
(22)
James West
........................................................................
Bd Mbr/Senior Digital Editor
37.50
.......................
X
98,663
0
14,919
(23)
Madeleine Buckingham
........................................................................
Chief Business Strategist
30.00
.......................
X
121,347
0
18,477
(24)
David Corn
........................................................................
DC Bureau Chief
37.50
.......................
X
171,298
0
12,087
(25)
Brenden O'hanlon
........................................................................
National Accounts Manager
37.50
.......................
X
129,131
0
11,819
(26)
Robert Wise
........................................................................
Online Tech Director
37.50
.......................
X
124,986
0
12,833
(27)
Khary Brown
........................................................................
VP Media Sales
37.50
.......................
X
159,695
0
20,239
(28)
Teri Carhart From 12016
........................................................................
Leadership gifts director
37.50
.......................
X
133,770
0
25,183
1b
Sub-Total
................
c
Total from continuation sheets to Part VII, Section A
....
d
Total (add lines 1b and 1c)
...........
1,649,504
0
214,312
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
16
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
Social Capital Strategies Inc
3939 Vaux Road Duncan V9L 6S7
british colombia
CA
FSP Contractor
323,919
Quad Graphics
PO Box 644840
Pittsburgh
,
PA
152644840
Printer
296,784
Ballantine Corporation
1700 Route 23 North
Wayne
,
NJ
07470
Direct Mail
274,418
Executive Mailing Service
7855 W 111th Street
Palos Hills
,
IL
60465
Direct Mail
260,972
ICN
PO Box 370
Bristol
,
PA
190070370
Fulfillment Service
257,182
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization
11
Form
990
(2016)
Page 9
Form 990 (2016)
Page
9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII
.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
1a
Federated campaigns
..
1a
b
Membership dues
..
1b
3,426,698
c
Fundraising events
..
1c
415,175
d
Related organizations
1d
e
Government grants (contributions)
1e
f
All other contributions, gifts, grants, and similar amounts not included above
1f
7,723,377
g
Noncash contributions included
in lines 1a-1f:$
976,999
h Total.
Add lines 1a-1f
.......
11,565,250
Business Code
2a
Program Revenue
511120
2,396,069
2,396,069
b
Advertising
541800
2,373,529
2,373,529
c
d
e
f
All other program service revenue .
g
Total.
Add lines 2a–2f
....
4,769,598
3
Investment income (including dividends, interest, and other
similar amounts)
......
61
61
4
Income from investment of tax-exempt bond proceeds
5
Royalties
...........
187,923
187,923
(ii) Personal
(i) Real
6a
Gross rents
59,482
b
Less: rental expenses
0
c
Rental income or (loss)
59,482
d
Net rental income or (loss)
......
59,482
59,482
(ii) Other
(i) Securities
7a
Gross amount from sales of assets other than inventory
3,062
b
Less: cost or other basis and sales expenses
0
c
Gain or (loss)
3,062
d
Net gain or (loss)
.....
3,062
3,062
8a
Gross income from fundraising events (not including $
415,175
of contributions reported on line 1c).
See Part IV, line 18
....
a
29,784
b
Less: direct expenses
...
b
136,738
c
Net income or (loss) from fundraising events
..
-106,954
-106,954
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
..
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
..
Business Code
Miscellaneous Revenue
11a
Other income
900099
59,578
57,579
1,999
b
c
d
All other revenue
....
e
Total.
Add lines 11a–11d
......
59,578
12
Total revenue.
See Instructions.
.....
16,538,000
2,453,648
2,375,528
143,574
Form
990
(2016)
Page 10
Form 990 (2016)
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
2
Grants and other assistance to domestic individuals. See Part IV, line 22
3
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16.
4
Benefits paid to or for members
5
Compensation of current officers, directors, trustees, and key employees
....
1,096,456
494,732
289,795
311,929
6
Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
....
7
Other salaries and wages
5,517,240
4,169,248
959,436
388,556
8
Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions)
....
18,281
14,920
1,425
1,936
9
Other employee benefits
.......
750,012
665,261
33,655
51,096
10
Payroll taxes
...........
473,274
386,269
36,891
50,114
11
Fees for services (non-employees):
a
Management
......
b
Legal
.........
82,337
79,985
1,623
729
c
Accounting
...........
29,348
29,348
d
Lobbying
...........
e
Professional fundraising services.
See Part IV, line 17
258,162
258,162
f
Investment management fees
......
g
Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
1,846,790
1,198,413
314,977
333,400
12
Advertising and promotion
....
63,012
38,459
6,983
17,570
13
Office expenses
.......
558,983
482,033
35,891
41,059
14
Information technology
......
424,799
121,576
279,509
23,714
15
Royalties
..
16
Occupancy
...........
702,517
583,203
82,347
36,967
17
Travel
............
286,740
163,668
89,537
33,535
18
Payments of travel or entertainment expenses for any federal, state, or local public officials
.
19
Conferences, conventions, and meetings
....
10,360
2,674
6,665
1,021
20
Interest
...........
11,743
9,071
1,844
828
21
Payments to affiliates
.......
22
Depreciation, depletion, and amortization
..
87,308
67,447
13,708
6,153
23
Insurance
...
75,177
71,233
2,722
1,222
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
Fulfillment
600,097
401,528
198,569
b
Freelancer Expense
446,742
374,032
71,983
727
c
Print Production
247,828
196,337
51,449
42
d
maunfacturing - bindery
29,672
23,672
6,000
e
All other expenses
70,977
22,398
41,592
6,987
25
Total functional expenses.
Add lines 1 through 24e
13,687,855
9,566,159
2,555,949
1,565,747
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).
Form
990
(2016)
Page 11
Form 990 (2016)
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
........
0
1
1,543,506
2
Savings and temporary cash investments
.........
158,544
2
882,870
3
Pledges and grants receivable, net
......
45,000
3
300,000
4
Accounts receivable, net
.............
878,095
4
661,777
5
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
.............
5
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
..............
6
7
Notes and loans receivable, net
....
10,000
7
0
8
Inventories for sale or use
........
8
9
Prepaid expenses and deferred charges
......
121,959
9
124,810
10a
Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D
10a
1,352,594
b
Less: accumulated depreciation
10b
1,128,039
169,148
10c
224,555
11
Investments—publicly traded securities
.
760
11
760
12
Investments—other securities. See Part IV, line 11
.....
12
13
Investments—program-related. See Part IV, line 11
..
13
14
Intangible assets
...............
14
15
Other assets. See Part IV, line 11
...........
54,231
15
60,497
16
Total assets.
Add lines 1 through 15 (must equal line 34)
...
1,437,737
16
3,798,775
17
Accounts payable and accrued expenses
.....
2,176,896
17
1,745,695
18
Grants payable
...
18
19
Deferred revenue
.........
1,158,338
19
1,604,627
20
Tax-exempt bond liabilities
.........
20
21
Escrow or custodial account liability.
Complete Part IV of Schedule D
21
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
..
22
23
Secured mortgages and notes payable to unrelated third parties
..
500,000
23
0
24
Unsecured notes and loans payable to unrelated third parties
..
54,588
24
4,235
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
240,426
25
286,584
26
Total liabilities.
Add lines 17 through 25
..
4,130,248
26
3,641,141
Organizations that follow SFAS 117 (ASC 958),
check here
and complete lines 27 through 29, and lines 33 and 34.
27
Unrestricted net assets
-3,589,474
27
-2,063,480
28
Temporarily restricted net assets
...........
896,963
28
2,221,114
29
Permanently restricted net assets
29
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
...........
-2,692,511
33
157,634
34
Total liabilities and net assets/fund balances
........
1,437,737
34
3,798,775
Form
990
(2016)
Page 12
Form 990 (2016)
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
16,538,000
2
Total expenses (must equal Part IX, column (A), line 25)
............
2
13,687,855
3
Revenue less expenses. Subtract line 2 from line 1
..............
3
2,850,145
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A))
..
4
-2,692,511
5
Net unrealized gains (losses) on investments
...............
5
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
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
157,634
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
(2016)
Form 990 (2016)
Additional Data
Software ID:
Software Version:
Form 990, Special Condition Description:
Special Condition Description