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← FED OF STATE HUMANITIES COUNCILS

Form 990 for tax year 2023

Filed by FED OF STATE HUMANITIES COUNCILS.

Totals

Total revenue
$1,608,567
Total expenses
$1,640,829
Contributions and grants received
$1,259,060
Grants paid
$40,953
Program service revenue
$288,617
Investment income
$55,496
Other revenue
$5,394
Total assets, end of year
$1,826,518
Total liabilities, end of year
$942,588
Net assets or fund balances, end of year
$883,930
Program services expenses (Part IX)
$1,067,751
Management and general expenses
$407,607
Fundraising expenses
$165,471
Program service expenses (Part III)
$1,067,751

Program services were 65.1% 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

    $1,126,495

  • 1f · All other contributions, gifts and grants

    $132,565

  • 2a · Program service revenue: CONFERENCE FEE

    total $288,617 · related or exempt $288,617

  • 3 · Investment income

    total $28,875 · excluded $28,875

  • 7a · Gross sales of assets other than inventory

    securities $851,811

  • 7b · Less cost or other basis and sales expenses

    securities $825,190

  • 7c · Gain or loss

    securities $26,621

  • 7d · Net gain or loss

    total $26,621 · excluded $26,621

  • 11a · Other revenue: CASH BACK/REFUNDS

    total $5,334 · excluded $5,334

  • 11b · Other revenue: BOARD REIMBURSEMENT

    total $60 · excluded $60

  • 11e · Other revenue, total

    $5,394

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,821 · program services $3,821

  • 2 · Grants to domestic individuals

    total $37,132 · program services $37,132

  • 5 · Compensation of officers, directors and key employees

    total $184,167 · program services $102,328 · management and general $47,372 · fundraising $34,467

  • 7 · Other salaries and wages

    total $436,787 · program services $242,690 · management and general $112,352 · fundraising $81,745

  • 8 · Pension plan contributions

    total $34,614 · program services $19,232 · management and general $8,904 · fundraising $6,478

  • 9 · Other employee benefits

    total $40,325 · program services $22,405 · management and general $10,373 · fundraising $7,547

  • 10 · Payroll taxes

    total $46,685 · program services $25,940 · management and general $12,008 · fundraising $8,737

  • 11b · Fees: legal

    total $8,129 · management and general $8,129

  • 11c · Fees: accounting

    total $37,800 · management and general $37,800

  • 11d · Fees: lobbying

    total $89,514 · program services $89,514

  • 11f · Fees: investment management

    total $438 · management and general $438

  • 11g · Fees: other

    total $60,588 · program services $54,750 · management and general $5,838

  • 13 · Office expenses

    total $87,402 · program services $47,199 · management and general $37,036 · fundraising $3,167

  • 16 · Occupancy

    total $115,620 · program services $64,241 · management and general $29,741 · fundraising $21,638

  • 17 · Travel

    total $154,300 · program services $102,860 · management and general $50,376 · fundraising $1,064

  • 19 · Conferences, conventions and meetings

    total $144,296 · program services $144,296

  • 22 · Depreciation, depletion and amortization

    total $23,229 · management and general $23,229

  • 23 · Insurance

    total $8,794 · management and general $8,794

  • 24a · Other expenses: LEASED EQUIPMENT

    total $94,659 · program services $79,918 · management and general $14,741

  • 24b · Other expenses: DUES, SUBSCRIPTIONS AND

    total $32,529 · program services $31,425 · management and general $476 · fundraising $628

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $30,839 · end of year $25,934

  • 2 · Savings and temporary cash investments

    beginning of year $730,969 · end of year $535,746

  • 3 · Pledges and grants receivable

    end of year $36,400

  • 4 · Accounts receivable

    beginning of year $29,711 · end of year $18,965

  • 9 · Prepaid expenses and deferred charges

    beginning of year $21,837 · end of year $15,041

  • 10a · Land, buildings and equipment: cost or other basis

    $147,431

  • 10b · Land, buildings and equipment: accumulated depreciation

    $90,579

  • 10c · Land, buildings and equipment, net

    beginning of year $1,097 · end of year $56,852

  • 11 · Investments: publicly traded securities

    beginning of year $762,276 · end of year $587,488

  • 14 · Intangible assets

    beginning of year $52,484

  • 15 · Other assets

    beginning of year $78,035 · end of year $550,092

  • 17 · Accounts payable and accrued expenses

    beginning of year $175,963 · end of year $27,436

  • 19 · Deferred revenue

    beginning of year $612,379 · end of year $305,146

  • 25 · Other liabilities

    beginning of year $63,991 · end of year $610,006

  • 27 · Net assets without donor restrictions

    beginning of year $854,915 · end of year $849,401

  • 28 · Net assets with donor restrictions

    end of year $34,529

Mission and programs · 2023

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 ("NHC") 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 $520,701 · Revenue $288,617

  • 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, 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 $453,034 · Grants $2,343

  • 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.NEH-FUNDED EQUITABLE ACCESS GRANTS FOR THE NHC - IN 2023, NEH FUNDED 30 HUMANISTS TO ATTEND NHC IN INDIANAPOLIS, INDIANA. IN 2023, GRANT FUNDS SUPPORTED TRAVEL, REGISTRATION, AND LODGING FOR THE ATTENDEES, WHICH WERE FROM UNDERREPRESENTED GROUPS, ENABLING THEM TO PARTICIPATE IN CONFERENCE PROCEEDINGS AND MEET WITH NEH SENIOR LEADERSHIP, INCLUDING THE NEH CHAIR.SHARING STORIES AND LISTENING TO ONE ANOTHER: THE DECLARATION OF INDEPENDENCE AT 250 - IN 2023, WITH A GRANT FROM THE INSTITUTE OF MUSEUM & LIBRARY SERVICES, THE FEDERATION HOSTED A MEETING AT NHC WITH FIVE HUMANITIES COUNCILS AND THEIR LIBRARY PARTNERS. THE BULK OF THE WORK FOR THIS GRANT WILL HAPPEN IN 2024. THIS PROJECT IS DEVOTED TO POSITIONING COMMUNITY INSTITUTIONS TO HELP AMERICANS, WHEREVER THEY COME FROM AND WHOEVER THEY ARE, MARK AND MAKE SENSE OF THE 250TH ANNIVERSARY OF THE DECLARATION OF INDEPENDENCE TOGETHER.

    Expenses $94,016 · Grants $38,610

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Dr Phoebe Stein

    PRESIDENT

    Total calculated
    $194,898
    From this org
    $160,000
    From related orgs
    $0
    Other
    $34,898
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,000
    Bonus
    $0
    Other
    $0
    Deferred
    $11,235
    Nontaxable benefits
    $23,663
    Filer's total
    $194,898

  • Paxton Williams Chair

    UNTIL OCT., THEN IMM. PAST CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Eva Caldera Director Until

    OCT., THEN CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Susan McCarthy

    IMM. PAST CHAIR UNTIL OCT. 2023

    Total calculated
    $0
    Hours/week
    2

  • Terri Jett Director Until

    OCT., THEN VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Kevin Lindsey Vice Chair

    UNTIL OCT., THEN DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brenda Thomson

    SECRETARY UNTIL OCT. 2023

    Total calculated
    $0
    Hours/week
    2

  • Juana Guzman Director Until

    OCT., THEN SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • James Burke

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Endawnis Spears

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stuart Rockoff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sherry Paula Watkins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Phillip Santos

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mark Miyake

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Leo Pangelinan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Miranda Restovic

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Ortiz

    DIRECTOR AS OF OCT. 2023

    Total calculated
    $0
    Hours/week
    1

  • Joshua Rudnik

    DIRECTOR AS OF OCT. 2023

    Total calculated
    $0
    Hours/week
    1

  • Carin Berkowitz

    DIRECTOR AS OF OCT. 2023

    Total calculated
    $0
    Hours/week
    1

  • Jama Best

    DIRECTOR AS OF OCT. 2023

    Total calculated
    $0
    Hours/week
    1

  • David Pettyjohn

    DIRECTOR UNTIL OCT. 2023

    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 FEW 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 JULY OF 2023.

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
22 July 2024
IRS schema version
2023v5.1
Source object
202432059349300428

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