Form 990 for tax year 2022
Filed by FED OF STATE HUMANITIES COUNCILS.
Totals
- Total revenue
- $1,523,726
- Total expenses
- $1,564,095
- Contributions and grants received
- $1,206,660
- Grants paid
- $76,129
- Program service revenue
- $268,579
- Investment income
- $44,559
- Other revenue
- $3,928
- Total assets, end of year
- $1,707,248
- Total liabilities, end of year
- $852,333
- Net assets or fund balances, end of year
- $854,915
- Program services expenses (Part IX)
- $905,286
- Management and general expenses
- $497,568
- Fundraising expenses
- $161,241
- Program service expenses (Part III)
- $905,286
Program services were 57.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$1,082,439
-
1f · All other contributions, gifts and grants
$124,221
-
1g · Noncash contributions included above
$3,055
-
2a · Program service revenue: CONFERENCE FEE
total $268,579 · related or exempt $268,579
-
3 · Investment income
total $44,559 · excluded $44,559
-
11a · Other revenue: CASH BACK/REFUNDS
total $3,928 · excluded $3,928
-
11e · Other revenue, total
$3,928
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $56,223 · program services $56,223
-
2 · Grants to domestic individuals
total $19,906 · program services $19,906
-
5 · Compensation of officers, directors and key employees
total $184,806 · program services $85,847 · management and general $62,432 · fundraising $36,527
-
7 · Other salaries and wages
total $390,768 · program services $181,521 · management and general $132,011 · fundraising $77,236
-
8 · Pension plan contributions
total $13,311 · program services $6,183 · management and general $4,497 · fundraising $2,631
-
9 · Other employee benefits
total $51,585 · program services $23,963 · management and general $17,426 · fundraising $10,196
-
10 · Payroll taxes
total $41,738 · program services $19,387 · management and general $14,101 · fundraising $8,250
-
11b · Fees: legal
total $37,669 · program services $1,700 · management and general $35,969
-
11c · Fees: accounting
total $36,800 · management and general $36,800
-
11d · Fees: lobbying
total $87,972 · program services $87,972
-
11f · Fees: investment management
total $300 · management and general $300
-
11g · Fees: other
total $38,851 · program services $37,800 · management and general $1,051
-
13 · Office expenses
total $60,305 · program services $23,283 · management and general $35,191 · fundraising $1,831
-
16 · Occupancy
total $123,171 · program services $57,216 · management and general $41,610 · fundraising $24,345
-
17 · Travel
total $108,302 · program services $46,273 · management and general $61,938 · fundraising $91
-
19 · Conferences, conventions and meetings
total $164,747 · program services $148,121 · management and general $16,626
-
22 · Depreciation, depletion and amortization
total $14,996 · management and general $14,996
-
23 · Insurance
total $9,157 · management and general $9,157
-
24a · Other expenses: LEASED EQUIPMENT
total $107,659 · program services $97,721 · management and general $9,938
-
24b · Other expenses: DUES, SUBSCRIPTIONS AND
total $15,829 · program services $12,170 · management and general $3,525 · fundraising $134
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $47,276 · end of year $30,839
-
2 · Savings and temporary cash investments
beginning of year $578,807 · end of year $730,969
-
4 · Accounts receivable
beginning of year $2,500 · end of year $29,711
-
9 · Prepaid expenses and deferred charges
beginning of year $50,707 · end of year $21,837
-
10a · Land, buildings and equipment: cost or other basis
$23,771
-
10b · Land, buildings and equipment: accumulated depreciation
$22,674
-
10c · Land, buildings and equipment, net
beginning of year $41,715 · end of year $1,097
-
11 · Investments: publicly traded securities
beginning of year $945,365 · end of year $762,276
-
14 · Intangible assets
end of year $52,484
-
15 · Other assets
beginning of year $6,585 · end of year $78,035
-
17 · Accounts payable and accrued expenses
beginning of year $41,865 · end of year $175,963
-
19 · Deferred revenue
beginning of year $514,053 · end of year $612,379
-
25 · Other liabilities
beginning of year $21,509 · end of year $63,991
-
27 · Net assets without donor restrictions
beginning of year $1,095,528 · end of year $854,915
Mission and programs · 2022
Mission
TO PROVIDE SUPPORT FOR THE STATE AND JURISDICTIONAL HUMANITIES COUNCILS AND STRIVE TO CREATE GREATER AWARENESS OF THE HUMANITIES IN PUBLIC AND PRIVATE LIFE.
-
NATIONAL HUMANITIES CONFERENCE - ESTABLISHED IN 1978 BY THE FEDERATION, THE NATIONAL HUMANITIES CONFERENCE WAS ORIGINALLY DESIGNED AS A RESOURCE TO BRING TOGETHER THE NATIONWIDE NETWORK OF THE STATE AND JURISDICTIONAL HUMANITIES COUNCILS AND THOSE INTERESTED IN ADVANCING THE WORK OF THE PUBLIC HUMANITIES. IN 2015, THE FEDERATION AND THE NATIONAL HUMANITIES ALLIANCE ("NHA") PARTNERED TO MAKE THE CONFERENCE AVAILABLE TO BOTH PUBLIC AND ACADEMIC HUMANITIES PRACTITIONERS TO ADDRESS LOCAL AND NATIONAL CHALLENGES THROUGH THE LENS OF THE HUMANITIES AND TO SPARK INNOVATIVE COLLABORATIONS, CONVERSATIONS, AND RESEARCH WHILE BROADENING THE IMPACT AND RELEVANCE OF THE HUMANITIES IN EVERYDAY AMERICAN LIFE.
Expenses $454,264 · Grants $1,000 · Revenue $268,579
-
INFORMATION EXCHANGE -THE FEDERATION HOSTS SEVERAL INTERNAL LISTSERVS FOR ITS MEMBERSHIP AS WELL AS A MORE GENERAL ONE THAT CONNECTS MEMBERS WITH MAJOR PARTNERS, INCLUDING THE NATIONAL ENDOWMENT FOR THE HUMANITIES ("NEH") AND NHA. ADDITIONALLY, THE FEDERATION SUPPORTS A NUMBER OF NEWSLETTERS THAT BRING INFORMATION ABOUT THE NATIONAL HUMANITIES CONFERENCE, ADVOCACY, HUMANITIES COMMUNITY, AND FEDERATION TO ITS MEMBERS. IN 2018, THE FEDERATION BEGAN COLLABORATING WITH NHA TO DEVELOP AND DISTRIBUTE A JOINT CONGRESSIONAL NEWSLETTER THAT FEATURES NEWS ABOUT NHA AND FEDERATION MEMBERS, NEH, AND OTHER MAJOR HUMANITIES COMMUNITY INFORMATION. THIS NEWSLETTER IS DISTRIBUTED TO STAFF MEMBERS IN THE HOUSE HUMANITIES AND SENATE CULTURAL CAUCUSES.HUMANITIES ON THE HILL ("HOH") - THE FEDERATION'S ANNUAL ADVOCACY EVENT, WHICH BRINGS HUMANITIES COUNCIL ADVOCATES TOGETHER FROM ACROSS THE COUNTRY TO DEMONSTRATE THE IMPORTANCE OF FUNDING FOR NEH AND THE NEH FEDERAL/STATE PARTNERSHIP, IS A THREE-DAY EVENT THAT INCLUDES A MEMBERS ORIENTATION AND BRIEFING, CONGRESSIONAL RECEPTION, AND A MEMBERS ONLY DEBRIEF. THIS EVENT PROVIDES AN OPPORTUNITY FOR FEDERATION MEMBERS TO MEET WITH THEIR CONGRESSIONAL REPRESENTATIVES, SHARE ADVOCACY BEST PRACTICES TOGETHER, AND PRESENT A UNITED MESSAGE ABOUT THE VALUE OF THE HUMANITIES. OFTEN, CONGRESSIONAL REPRESENTATIVES AND STAFFERS SHARE REMARKS AT THE BRIEFING AND CONGRESSIONAL RECEPTION.
Expenses $331,985 · Grants $2,798
-
SPECIAL PROJECTS AND OTHER PROGRAMS - THESE PROGRAMS PROMOTE WORKING WITH OTHER ORGANIZATIONS TO SUPPORT THE PUBLIC HUMANITIES AND RELATE TO DISCRETE PROJECTS, WHICH ARE CARRIED OUT WITHIN A SPECIFIED TIME.DEMOCRACY AND THE INFORMED CITIZEN - IN 2019, THE FEDERATION APPLIED FOR AND RECEIVED A GRANT FROM THE MELLON FOUNDATION TO SUPPORT PHASE II OF THE DEMOCRACY AND THE INFORMED CITIZEN PROJECT AND ISSUED A CALL TO THE COUNCILS TO APPLY FOR FUNDS TO DESIGN AND CARRY OUT PROGRAMS IN THEIR RESPECTIVE COMMUNITIES. THE STATED AIMS OF THE INITIATIVE ARE TO DEEPEN THE PUBLIC'S UNDERSTANDING OF THE RELATIONSHIP BETWEEN DEMOCRACY, THE HUMANITIES, JOURNALISM AND AN INFORMED CITIZENRY; INCREASE MEDIA LITERACY BY ENGAGING THE PUBLIC IN DISCUSSIONS WITH PULITZER PRIZE WINNERS AND OTHER PROFESSIONAL JOURNALISTS; AND EXPLORE OBSTACLES TO SUSTAINING HIGH-QUALITY JOURNALISM. FUNDING WAS PROVIDED TO 46 COUNCILS TO CARRY OUT PROGRAMS THROUGH JUNE 30, 2020, DURING PHASE I. PHASE II OF THE PROJECT WAS COMPLETED IN 2022 AND, IN LIGHT OF THE COVID-19 RESTRICTIONS ON PUBLIC GATHERINGS, THE DEADLINE FOR REPORTING WAS EXTENDED THROUGH JUNE 30, 2022. HUMANITIES IN AMERICAN LIFE - THIS MULTIMEDIA AND PUBLIC AWARENESS PROJECT LAUNCHED IN 2017 WITH THE CREATION OF A COMPREHENSIVE REPOSITORY OF DATA AND NARRATIVES THAT RESULTED IN VISUALLY-ENGAGING BRIEFING PAPERS ON THE WORK OF THE FEDERATION'S MEMBERSHIP, A SERIES OF SHORT VIDEOS, AND IN 2021, CULMINATED WITH THE FEDERATION'S FIRST-EVER NATIONAL PODCAST, "MAKING MEANING: WHY HUMANITIES MATTER." THIS PROJECT WAS GENEROUSLY SUPPORTED BY THE MELLON FOUNDATION.MAKING MEANING: WHY HUMANITIES MATTER - THE CENTERPIECE OF THE FEDERATION'S "HUMANITIES IN AMERICAN LIFE" INITIATIVE, THIS FIRST-EVER PODCAST DISCUSSES THE ROLE THE HUMANITIES HAVE PLAYED DURING THE PANDEMIC AND IN THE SUBSEQUENT RECOVERY. THIS SIX-EPISODE SEASON INCLUDES 12 INTERVIEWS AND FEATURES STORIES FROM AFRICAN AMERICANS, ASIAN AMERICANS, CUBAN AMERICANS, NATIVE AMERICANS, AND AN IMMIGRANT FROM POHNPEI IN THE FEDERATED STATES OF MICRONESIA AND FEATURES HUMANITIES PROGRAMMING FROM 19 STATES AND JURISDICTIONAL TERRITORIES. THE PODCAST RANKED IN THE TOP 30% OF DOWNLOADS WORLDWIDE IN 2021 AND EARNED INTERNATIONAL LISTENERS ACROSS MAJOR PLATFORMS INCLUDING APPLE, STITCHER, AND SPOTIFY. NEH-FUNDED EQUITABLE ACCESS GRANTS FOR THE NATIONAL HUMANITIES CONFERENCE (NHC) IN 2022, NEH FUNDED 15 HUMANISTS TO ATTEND NHC IN LOS ANGELES, CALIFORNIA. GRANT FUNDS SUPPORTED TRAVEL, REGISTRATION, AND LODGING FOR 15 CONFERENCE ATTENDEES FROM PREVIOUSLY UNDERREPRESENTED GROUPS AT THE CONFERENCE TO PARTICIPATE IN CONFERENCE PROCEEDINGS AND MEET WITH NEH SENIOR LEADERSHIP, INCLUDING THE CHAIR OF NEH.WHY IT MATTERS: CIVIC AND ELECTORAL PARTICIPATION PROVIDES FREE HUMANITIES PROGRAMS BY 43 HUMANITIES COUNCILS THAT ENGAGE THE PUBLIC IN A BETTER UNDERSTANDING OF THE ELECTORAL PROCESS, THE SOCIETAL CONDITIONS AND INSTITUTIONS THAT INFLUENCE CITIZEN ENGAGEMENT, AND VOTING AS A FUNDAMENTAL CIVIC ACT. PROGRAMS ALSO INVESTIGATE BROADER ISSUES OF CIVIC PARTICIPATION AND ENGAGEMENT THAT HAVE CONTINUED THROUGH THE 2021 INAUGURATION AND IN THE AFTERMATH OF THE 2020 ELECTION. THE DEADLINE FOR PROGRAMMING WAS EXTENDED TO JANUARY 15, 2023 AND THE FINAL REPORT DEADLINE TO MARCH 31, 2023.
Expenses $119,037 · Grants $72,331
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Dr Phoebe SteinDR PHOEBE STEIN
PRESIDENT
- Total calculated
- $184,807
- From this org
- $152,250
- From related orgs
- $0
- Other
- $32,557
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $152,250
- Bonus
- $0
- Other
- $0
- Deferred
- $10,657
- Nontaxable benefits
- $21,900
- Filer's total
- $184,807
-
Susan McCarthySUSAN MCCARTHY
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Paxton WilliamsPAXTON WILLIAMS
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Kimberlee KihlengKIMBERLEE KIHLENG
VICE CHAIR UNTIL NOV. 2022
- Total calculated
- $0
- Hours/week
- 2
-
Brenda ThomsonBRENDA THOMSON
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
James BurkeJAMES BURKE
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Kevin Lindsey Director UntilKEVIN LINDSEY DIRECTOR UNTIL
NOV. 2022, THEN VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Endawnis SpearsENDAWNIS SPEARS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Juana GuzmanJUANA GUZMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matthew GibsonMATTHEW GIBSON
DIRECTOR UNTIL NOV. 2022
- Total calculated
- $0
- Hours/week
- 1
-
David PettyjohnDAVID PETTYJOHN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Eva CalderaEVA CALDERA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Terri JettTERRI JETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stuart RockoffSTUART ROCKOFF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sherry Paula WatkinsSHERRY PAULA WATKINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John Phillip SantosJOHN PHILLIP SANTOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mark MiyakeMARK MIYAKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Leo PangelinanLEO PANGELINAN
DIRECTOR AS OF NOV. 2022
- Total calculated
- $0
- Hours/week
- 1
-
Miranda RestovicMIRANDA RESTOVIC
DIRECTOR AS OF NOV. 2022
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- THE BOARD OF DIRECTORS OF THE FEDERATION PERFORMS A PERIODIC REVIEW OF COMPENSATION AND BENEFITS ARRANGEMENTS TO ENSURE THEY ARE REASONABLE AND BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULTS OF ARM'S LENGTH BARGAINING. EVERY YEAR DURING THE JULY BOARD MEETING, THERE IS AN EXECUTIVE SESSION FOR EVALUATION OF THE PRESIDENT. IN REGARDS TO THE REVIEW OF COMPENSATION AND BENEFITS ARRANGEMENTS, IN-DEPTH REVIEWS ARE PERFORMED ONCE EVERY COUPLE OF YEARS. ANNUALLY THE PRESIDENT'S COMPENSATION IS COMPARED TO THE LAST EVALUATION TO ENSURE THEY ARE REASONABLE. THE BOARD LAST CONDUCTED A COMPENSATION REVIEW USING THE SALARY INFORMATION FROM OTHER NON-PROFIT ORGANIZATIONS IN THE DC AREA AND NATIONWIDE IN JULY OF 2021.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$6,200
WHY IT MATTERS NATIONAL INITIATIVE
-
WHY IT MATTERS NATIONAL INITIATIVE
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 24 July 2023
- IRS schema version
- 2022v5.0
- Source object
- 202342159349301409
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.