International Reading Association Inc, Dallas County Reading Council in Urbandale, Iowa (IA)

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International Reading Association Inc, Dallas County Reading Council
Employer Identification Number (EIN)362364659
Name of OrganizationInternational Reading Association Inc
Secondary NameDallas County Reading Council
In Care of NameAmanda Christensen
Address12416 Townsend Avenue, Urbandale, IA 50323
ActivitiesOther school related activities
SubsectionEducational Organization
Ruling Date05/1965
DeductibilityContributions are deductible
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationAssociation
Exempt Organization StatusUnconditional Exemption
Tax Period2012
Assets$10,000,000 to $49,999,999
Income$10,000,000 to $49,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$21,404,255
Amount of Income$20,037,271
Form 990 Revenue Amount$12,504,820
National Taxonomy of Exempt Entities (NTEE)Educational Institutions and Related Activities: Professional Societies, Associations


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Amount of income in 2012: $20,037,271
International Reading Association Inc, Dallas County Reading Council: 

 $20,037,271
Other organizations performing similar types of work: 

 $1,413,345

Assets in 2012: $21,404,255
This organization: 

 $21,404,255
Other organizations performing similar types of work: 

 $1,653,668

Expenses in 2013: $13,453,864
International Reading Association Inc, Dallas County Reading Council: 

 $13,453,864
Other organizations performing similar types of work: 

 $1,192,210

Income to expenses ratio in 2013: 1.5
International Reading Association Inc, Dallas County Reading Council: 

 1.5
Other organizations performing similar types of work: 

 1.1

Expenses allocated to program services in 2007: 88.1%
This organization: 

 88.1%
Other organizations performing similar types of work: 

 71.2%

Number of employees in 2013: 87
International Reading Association Inc, Dallas County Reading Council: 

 87
Other organizations performing similar types of work: 

 13

Employees paid over $100,000 in 2013: 9.2%
International Reading Association Inc, Dallas County Reading Council: 

 9.2%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 39.2%
This organization: 

 39.2%
Other organizations performing similar types of work: 

 12.7%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?YesYes
Is the organization required to complete Schedule B, Schedule of Contributors?YesYes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?NoNo
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?NoNo
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?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?YesYes
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?YesYes
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoNo
Did the organization report an amount for other liabilities?NoNo
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)?YesYes
Did the organization obtain separate, independent audited financial statements for the tax year?YesYes
Was the organization included in consolidated, independent audited financial statements for the tax year?NoNo
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?YesNo
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?NoYes
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoYes
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoYes
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoNo
Did the organization report more than $15,000 total of fundraising event gross income and contributions?NoNo
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?YesYes
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?YesYes
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?NoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
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?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
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?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
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?NoNo
Did the organization receive more than $25,000 in non-cash contributions?NoNo
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoNo
Was the organization related to any tax-exempt or taxable entity?NoNo
Did the organization have a controlled entity within the meaning of section 512(b)(13)?NoNo
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
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?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 1096301267
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?YesYes
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 return10187
Did the organization file all required federal employment tax returns?YesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?YesYesYes
Has it filed a Form 990-T for this year?YesYes
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)?YesYes
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
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?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
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?NoNo
Did the organization notify the donor of the value of the goods or services provided?NoNo
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$399,648$575,682
Total reportable compensation from related organizations$0$0
Total estimated amount of other compensation from the organization and related organizations$59,043$52,300
Total number of individuals who received more than $100,000 of reportable compensation from the organization34
Total number of independent contractors who received more than $100,000 of compensation from the organization84
Statement of Revenue
201120122013
Total revenue$14,095,452$12,846,104$12,809,952
Contributions, Gifts, Grants and Other Similar Amounts$5,886,870$5,111,269$5,027,059
Program Service Revenue$5,316,171$5,183,032$4,864,950
511190$4,140,550$3,941,710
511190$533,263$721,596
511190$356,843$106,959
511190$152,376$94,685
All other program service revenue$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$217,501$190,041$122,959
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$187,960$419,228$490,731
Net rental income$77,892$118,502$116,682
Gross rents (Real / Personal)$77,892 / $0$118,502 / $0$116,682 / $0
Less: rental expenses (Real / Personal)$0 / $0$0 / $0$0 / $0
Rental income or (loss) (Real / Personal)$77,892 / $0$118,502 / $0$116,682 / $0
Net gain/loss from sales of assets other than inventory$546,081$525,273$701,495
Gross amount from sales of assets other than inventory (Securities / Other)$13,905,610 / $0$7,608,060 / $0$5,537,472 / $0
Less: cost or other basis and sales expenses (Securities / Other)$13,359,529 / $0$7,082,787 / $0$4,835,977 / $0
Gain or (loss) (Securities / Other)$546,081 / $0$525,273 / $0$701,495 / $0
Net income/loss from fundraising events$0$0$0
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$1,862,977$1,282,755$1,484,663
Gross sales of inventory, less returns and allowances$2,315,464$1,903,860$2,076,090
Less: cost of goods sold$452,487$621,105$591,427
Miscellaneous Revenue$0$16,004$1,413
511190$15,871$715
511190$1,925$698
All other revenue$0$0
Statement of Functional Expenses
201120122013
Total functional expenses$14,760,223$15,282,645$13,453,864
Grants and other assistance to domestic organizations and domestic governments$0$0
Grants and other assistance to domestic individuals$119,098$105,898
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$688,694
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$150,000$172,500$170,333
Compensation not included above, to disqualified persons$0$4,296,128
Other salaries and wages$5,290,695$4,914,500$0
Pension plan accruals and contributions$249,279$342,558
Other employee benefits$880,883$720,974
Payroll taxes$364,388$334,161$303,007
Fees for services (non-employees)
Management$0$0
Legal$1,449,646$378,304
Accounting$55,881$49,785
Lobbying$0$0
Professional fundraising services$0$0$0
Investment management fees$0$0
Other$0$0
Advertising and promotion$0$0
Office expenses$170,660$53,818
Information technology$0$0
Royalties$0$0
Occupancy$587,097$437,562
Travel$441,541$483,147
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$2,094,080$1,830,848
Interest$0$0
Payments to affiliates$0$0
Depreciation, depletion, and amortization$563,128$569,550
Insurance$0$0
Other expenses$1,929,482$1,787,173
Other expenses$466,612$512,340
Other expenses$389,594$438,971
Other expenses$312,703$154,533
Other expenses$151,800$130,241
Balance Sheet
201120122013
Total assets$25,485,643$23,048,088$21,835,084
Cash - non-interest-bearing$1,600,818$1,613,106
Savings and temporary cash investments$0$0
Pledges and grants receivable, net$0$0
Accounts receivable, net$977,188$739,620
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$0$0
Inventories for sale or use$392,063$355,393
Prepaid expenses and deferred charges$242,812$338,176
Land, buildings, and equipment: cost or other basis$4,349,717$3,841,696
Investments - publicly traded securities$14,007,533$13,565,470
Investments - other securities$1,377,707$1,278,925
Investments - program-related$0$0
Intangible assets$0$0
Other assets$100,250$102,698
Total liabilities$4,530,954$5,542,916$4,588,492
Accounts payable and accrued expenses$1,753,371$1,366,214
Grants payable$0$0
Deferred revenue$3,713,924$3,130,390
Tax-exempt bond liabilities$0$0$0
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$0$0$0
Unsecured notes and loans payable to unrelated third parties$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$75,621$91,888
Total net assets or fund balances$20,954,689$17,505,172$17,246,592
Unrestricted net assets$17,271,737$16,990,635
Temporarily restricted net assets$62,261$84,068
Permanently restricted net assets$171,174$171,889
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Section 509(a)(2) (for 2009 - 2013)
2009 - 2013 Total
Public support$65,527,002
Subtotal$65,527,002
Gifts, grants, contributions, and membership fees received$6,175,148
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose$59,351,854
Gross receipts from activities that are not an unrelated trade or business under section 513$0
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
Less$0
Amounts received from disqualified persons$0
Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support$0
Total support$72,387,430
Public support$65,527,002
Subtotal$6,860,428
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$6,860,428
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975$0
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income$0
Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032004200520062007
Total revenue$14,200,591$14,466,931$15,390,658$17,719,827$21,027,826$23,775,491$20,694,993$20,972,211
Contributions, gifts, grants, and similar amounts received$537,635$889,440$800,994$1,334,363$1,752,690$1,978,255$1,718,298$1,161,322
Contributions to donor advised funds$0$0
Direct public support$0$0$0$0$0$0$0$0
Indirect public support$537,635$889,440$800,994$1,334,363$1,752,690$1,978,255$1,718,298$1,161,322
Government contributions (grants)$0$0$0$0$0$0$0$0
Program service revenue including government fees and contracts$6,450,966$6,353,759$7,353,532$6,563,500$9,149,982$9,857,532$6,781,839$8,525,424
Membership dues and assessments$5,254,159$5,624,557$5,894,875$6,231,798$6,438,211$6,704,130$6,500,082$6,327,447
Interest on savings and temporary cash investments$0$0$0$0$0$0$0$0
Dividends and interest from securities$725,253$484,443$432,638$448,077$665,700$686,587$1,492,471$945,631
Net rental income or (loss)$84,447$84,440$83,311$51,270$29,062$29,062$29,062$14,311
Gross rents$84,447$84,440$83,311$51,270$29,062$29,062$29,062$14,311
Less: rental expenses$0$0$0$0$0$0$0$0
Other investment income$0$0$0$0$0$0$0$0
Gain or (loss) from sales of assets other than inventory$-209,853$-988,498$-990,936$611,861$754,462$1,777,354$1,834,419$1,948,169
Gross amount from sales of assets other than inventory$12,659,263$14,486,352$15,229,278$16,831,398$18,524,793$20,024,982$24,284,521$26,067,636
Less: cost or other basis and sales expenses$12,869,116$15,474,850$16,220,214$16,219,537$17,770,331$18,247,628$22,450,102$24,119,467
Net income or (loss) from special events and activities$0$0$0$0$0$0$0$0
Gross revenue$0$0$0$0$0$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0$0$0$0$0$0
Gross profit or (loss) from sales of inventory$1,357,984$2,018,790$1,816,244$2,478,958$2,237,719$2,742,571$2,338,822$2,049,907
Gross sales of inventory, less returns and allowances$2,068,634$2,991,291$2,914,086$3,442,859$3,741,390$3,955,227$3,416,011$3,074,158
Less: cost of goods sold$710,650$972,501$1,097,842$963,901$1,503,671$1,212,656$1,077,189$1,024,251
Other revenue$0$0$0$0$0$0$0$0
Total expenses$12,698,484$14,133,723$15,290,533$16,751,772$18,281,084$20,199,985$20,369,127$20,307,180
Program services$11,064,384$12,312,660$13,712,066$14,405,758$15,718,775$17,673,417$17,698,525$17,883,613
Management and general$1,634,100$1,821,063$1,578,467$2,346,014$2,562,309$2,526,568$2,670,602$2,423,567
Fundraising$0$0$0$0$0$0$0$0
Payments to affiliates$0$0$0$0$0$0$0$0
Net assets or fund balances at end of year$22,342,792$22,008,230$23,085,716$25,269,311$28,716,907$32,242,295$33,647,061$29,901,766
Excess or (deficit) for the year$1,502,107$333,208$100,125$968,055$2,746,742$3,575,506$325,866$665,031
Net assets or fund balances at beginning of year$22,492,178$22,342,792$22,008,230$23,085,716$25,269,311$28,716,907$32,242,295$33,647,061
Other changes in net assets or fund balances$-1,651,493$-667,770$977,361$1,215,540$700,854$-50,118$1,078,900$-4,410,326
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$20,307,180$17,883,613$2,423,567$0
Grants paid from donor advised funds$0
Other grants and allocations$192,470
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$225,335$182,521$42,814$0
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$6,567,850$5,293,261$1,274,589$0
Pension plan contributions not included above$566,527$454,820$111,707$0
Employee benefits not included above$1,158,707$911,796$246,911$0
Payroll taxes$473,672$383,783$89,889$0
Professional fundraising fees$0$0$0$0
Accounting fees$48,650$7,850$40,800$0
Legal fees$80,288$56,207$24,081$0
Supplies$215,551$182,649$32,902$0
Telephone$0$0$0$0
Postage and shipping$1,460,067$1,405,741$54,326$0
Occupancy$692,379$589,268$103,111$0
Equipment rental and maintenance$145,513$113,995$31,518$0
Printing and publications$1,059,136$1,033,491$25,645$0
Travel$1,023,845$1,009,704$14,141$0
Conferences, conventions, and meetings$3,880,274$3,880,274$0$0
Interest$0$0$0$0
Depreciation, depletion, etc.$274,884$225,321$49,563$0
Other expenses not covered above$2,242,032$1,960,462$281,570$0
Balance Sheets
20002001200220032004200520062007
Total assets$26,787,608$27,107,302$28,050,372$30,425,503$34,135,928$37,976,665$39,124,122$36,444,170
Cash - non-interest-bearing$222,957$378,019$940,962$1,201,142$3,104,518$1,817,526$910,053$988,001
Savings and temporary cash investments$1,590,604$208,365$0$0$0$0$0$0
Accounts receivable less allowance for doubtful accounts$354,855$510,800$821,684$1,020,275$1,034,200$1,049,178$1,103,221$1,234,987
Pledges receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Grants receivable$0$0$0$0$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Inventories for sale or use$504,266$515,734$625,314$940,322$877,563$570,575$564,154$746,396
Prepaid expenses and deferred charges$394,134$506,553$280,402$698,105$562,855$758,663$439,724$1,100,081
Investments - publicly-traded securities$15,268,925$20,568,852
Investments - other securities$0$0$0$22,196,946$24,097,532$29,610,017$16,707,289$7,848,973
Investments - land, buildings, and equipment less accumulated depreciation$4,094,586$3,952,809$4,414,929$0$0$0$0$3,917,181
Investments - other$19,566,499$20,977,756$20,920,078$0$0$0$0$0
Land, buildings, and equipment less accumulated depreciation$0$0$0$4,317,617$4,389,900$4,094,084$4,047,028$0
Other assets, including program-related investments$59,707$57,266$47,003$51,096$69,360$76,622$83,728$39,699
Total liabilities$4,444,816$5,099,072$4,964,656$5,156,192$5,419,021$5,734,370$5,477,061$6,542,404
Accounts payable and accrued expenses$898,721$1,197,421$1,246,753$1,251,797$1,059,947$1,465,356$1,515,308$1,286,863
Grants payable$0$0$0$0$0$0$0$0
Deferred revenue$3,546,095$3,901,651$3,717,903$3,904,395$4,359,074$4,269,014$3,961,753$5,255,541
Loans from officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0$0$0$0$0
Mortgages and other notes payable$0$0$0$0$0$0$0$0
Other liabilities$0$0$0$0$0$0$0$0
Total liabilities and net assets/fund balances$26,787,608$27,107,302$28,050,372$30,425,503$34,135,928$37,976,665$39,124,122$36,444,170
Total net assets or fund balances$22,342,792$22,008,230$23,085,716$25,269,311$28,716,907$32,242,295$33,647,061$29,901,766
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032004200520062007
Total revenue$14,200,591$14,466,931$15,390,658$17,719,827$21,027,826$23,775,491$20,694,993$20,972,211
Total revenue, gains, and other support per audited financial statements$13,266,938$14,773,134$17,469,934$19,906,845$23,234,770$24,938,029$22,851,082$17,586,136
Other expenses$-933,653$306,203$2,079,276$2,187,018$2,206,944$1,162,538$2,156,089$-3,386,075
Net unrealized gains on investments$-1,651,493$-667,770$977,361$1,215,540$700,854$0$0$0
Donated services and use of facilities$0$0$0$0$0$0$0$0
Recoveries of prior year grants$0$0$0$0$0$0$0$0
Other$717,840$973,973$1,101,915$971,478$1,506,090$1,162,538$2,156,089$-3,386,075
Other revenue$0$0$0$0$0$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032004200520062007
Total expenses$12,698,484$14,133,723$15,290,533$16,751,772$18,281,084$20,199,985$20,369,127$20,307,180
Total expenses and losses per audited financial statements$13,416,324$15,107,696$16,392,448$17,723,250$19,787,174$21,412,641$21,446,316$21,331,431
Other revenue$717,840$973,973$1,101,915$971,478$1,506,090$1,212,656$1,077,189$1,024,251
Donated services and use of facilities$0$0$0$0$0$0$0$0
Prior year adjustments$0$0$0$0$0$0$0$0
Losses$0$0$0$0$0$0$0$0
Other$717,840$973,973$1,101,915$971,478$1,506,090$1,212,656$1,077,189$1,024,251
Other expenses$0$0$0$0$0$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
40$194,130$31,205$0
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings15
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?Yes
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?Yes
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?No
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 2006133
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$1,032,595$3,419,709$15,358,585
Program service revenue
Program service revenue 1000000$000$0$6,981,231
Program service revenue 2Advertising and related services$1,032,59500$0$0
Program service revenue 3000000$0Income from the exchange or rental of membership or donor list with an organization eligible to receive charitable contributions by a section 501(c)(3) organization; by a war veterans' organization; or an auxiliary unit or society of, or trust or foundation for, a war veterans' post or organization (section 513(h))$322,453$0
Program service revenue 4000000$0Royalty income excluded by section 512(b)(2)$138,026$0
Program service revenue 5000000$0Section 501(c)(3) organization - Income from an activity carried on primarily for the convenience of the organization's members, students, patients, visitors, officers, or employees (hospital parking lot or museum cafeteria, for example) (section 513(a)(2))$51,119$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$6,327,447
Interest on savings and temporary cash investments000000$000$0$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$945,631$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$0Real property rental income that does not depend on the income or profits derived by the person leasing the property and is excluded by section 512(b)(3)$14,311$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$1,948,169$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$2,049,907
Other revenue000000$000$0$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$113,914$23,542$0
$114,752$17,788$0
$109,772$19,688$0
$104,508$20,593$0
$104,221$17,430$0
Total number of other employees paid over $50,00042
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that normally receives: less than 1/3 of its support from gross investment income and unrelated taxable business income and more than 1/3 of its support from contribution, membership fees
Support Schedule
19992000200120022003200420052006
Total$13,028,882$14,245,998$15,524,128$17,168,552$18,158,426$22,311,226$23,215,822$19,694,291
Gifts, grants, and contributions received$578,255$537,635$889,440$800,994$1,334,362$1,752,690$1,978,255$1,718,298
Membership fees received$0$0$0$0$0$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$11,381,885$12,688,080$13,859,904$15,851,609$16,226,058$19,770,337$20,411,851$16,336,628
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$1,068,742$1,020,283$774,784$515,949$598,006$788,199$825,716$1,639,365
Net income from unrelated business activities not included above$0$0$0$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0$0$0$0
Other income$0$0$0$0$0$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
Unrelated Trade or Business Income (for 2009)
IncomeExpensesNet
Total$863,203$994,071$-130,868
Gross receipts or sales less returns and allowances$0$0$0
Cost of goods sold$0$0$0
Gross profit$0$0$0
Capital gain net income$0$0$0
Net gain$0$0$0
Capital loss deduction for trusts$0$0$0
Income (loss) from partnerships and S corporations$0$0$0
Rent income$0$0$0
Unrelated debt-financed income$0$0$0
Interest, annuities, royalties, and rents from controlled organizations$0$0$0
Investment income of a section 501(c)(7), (9), or (17) organization$0$0$0
Exploited exempt activity income$0$0$0
Advertising income$863,203$994,071$-130,868
Other income$0$0$0
Deductions Not Taken Elsewhere (for 2009)
Total deductions$0
Compensation of officers, directors, and trustees$0
Salaries and wages$0
Repairs and maintenance$0
Bad debts$0
Interest$0
Taxes and licenses$0
Charitable contributions$0
Depreciation$0
Depletion$0
Contributions to deferred compensation plans$0
Employee benefit programs$0
Excess exempt expenses$0
Excess readership costs$0
Other deductions$0
Unrelated business taxable income$-130,868
Unrelated business taxable income before net operating loss deduction$-130,868
Net operating loss deduction$0
Unrelated business taxable income before specific deduction$-130,868
Specific deduction$1,000
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1International Reading Association Inc, Dallas County Reading Council12416 Townsend Avenue, Urbandale, IA 50323IA1965-05$20,037,271
2American Contract Bridge League Unit 503, 503 Palo Alto Unit432 A Stierlin Rd, Mountain View, CA 94043-4622CA2010-09$205,559
3Texas Association Of Developing Colleges1140 Empire Central Dr Ste 550, Dallas, TX 75247-4392TX1967-05$1,159,701
4Quilt Inc2442 Nw Market St 68, Seattle, WA 98107-4137WA2009-01$521,453
5Paris Church Of The Holy Cross Parish Day School436 S Church, Paris, TX 75460TX2007-11$179,551
6The Chicago Component Of The Illinois Academy Of General, Giering RobertC/O William Wax 9513 Overhill Ave, Morton Grove, IL 60053IL2001-08$52,667
7Wisconsin Education Association Professional Development Academy IPO BOX 8003, Madison, WI 53708-8003WI1996-02$43,870
8Society Of Georgia Archivists IncPo Box 688, Decatur, GA 30031GA2004-07$35,608
9International Reading Association Inc, Greater Cincinnati Chapter Of The Ira6644 Chaparral Court, Cincinnati, OH 45233OH1965-05$200
10Womens Leadership Network24391 Las Naranjas Dr, Laguna Niguel, CA 92677-2118CA2005-02$1
11International Reading Association Inc3480 Daniels St, Dubuque, IA 52002IA1965-05$0
12International Reading Association Inc1283 Tamarack Drive 20126, Jasper, GA 30143GA1965-05$0
13International Reading Association Inc, 36060 Blue Ridge Reading Council9474 Holly Ridge Ct, Hildebran, NC 28637-8051NC1965-05$0
14International Reading Association Inc, Mossy Creek Literacy Council4745 Rutledge Pike, Rutledge, TN 37861TN1965-05$0
15International Reading Association Inc, North Central Area Reading Council116 Sylvan Drive, Valparaiso, IN 46385IN1965-05$0
16International Reading Association Inc, Sunset Coast Reading Council809 E Tinkham Ave, Ludington, MI 49431-1536MI1965-05$0
17International Reading Association Inc, Western Mountains Reading Council1196 Mason Branch Road, Franklin, NC 28734NC1965-05$0
18Missouri Environmental Health Association1818 Lonedell Rd, Arnold, MO 63010-1050MO2000-01$0
19Nebraska Association For Supervision & Curriculum Developm, University Of Nebraska-Lincoln105-D Henslik Hall, Lincoln, NE 68508NE1985-02$0
20Pediatric Orthopaedic Practitioners Society2401 Gillham Road, Kansas City, MO 64108MO2006-10$0
Number of organizations performing similar types of work
Alaska1
Arkansas1
Arizona1
California8
Connecticut1
District of Columbia7
Georgia3
Iowa2
Illinois3
Indiana4
Kansas2
Kentucky3
Maryland1
Michigan2
Missouri3
Mississippi1
North Carolina3
North Dakota1
Nebraska1
New Hampshire1
New Jersey3
New Mexico1
New York4
Ohio4
Oklahoma1
Oregon2
Pennsylvania3
South Dakota1
Tennessee2
Texas10
Utah1
Virginia6
Washington1
Wisconsin2
Total90
20 biggest affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
CentralInternational Reading Association Inc, Dallas County Reading Council12416 Townsend Avenue, Urbandale, IA 50323IA1965-05$20,037,271
SubordinateInternational Reading Association Inc, 25s01 Michigan Reading Association668 3 Mile Rd Nw Ste C, Grand Rapids, MI 49544-8219MI1965-05$446,731
SubordinateInternational Reading Association Inc, 55s01 Wi State Reading AssociationPO BOX 7387, Appleton, WI 54912-7387WI1967-10$1,075,746
SubordinateInternational Reading Association Inc, Illinois Reading Council203 Landmark Dr Ste B, Normal, IL 61761-6191IL1965-05$890,984
SubordinateInternational Reading Association Inc, 07s01 Colorado Council12115 Grape St, Thornton, CO 80241-4005CO1965-05$485,830
SubordinateInternational Reading Association Inc, Eastern Shore Reading CouncilPo Box 3770, Salisbury, MD 21802MD1965-05$207,513
SubordinateInternational Reading Association Inc, Ozark Reading Council Of Arkansas431 Cooper Drive, Harrison, AR 72601AR1965-05$202,500
SubordinateInternational Reading Association Inc, 36s01 Nc Reading Association183 Emory Mitchell Rd, Zionville, NC 28698-9277NC1965-05$189,079
SubordinateInternational Reading Association Inc, 45s01 South Carolina State Council570 Dailey Creek Rd, Saluda, SC 29138-7735SC1965-05$176,515
SubordinateInternational Reading Association Inc, 35s01 Ny State Reading AssociationPO BOX 874, Albany, NY 12201-0874NY1967-10$167,411
SubordinateInternational Reading Association Inc, Greater Hartford Area Council Of The Connecticut Reading Association Ghac-Cra80 Helaine Road, Manchester, CT 06042CT1965-05$166,285
SubordinateInternational Reading Association Inc, Massachusetts Reading Association98 Middle St, Woburn, MA 01801-2546MA1965-05$162,654
SubordinateInternational Reading Association Inc, San Mateo County Reading Association Of The Ira273 Green St Apt 1, San Francisco, CA 94133-4140CA1969-06$120,831
SubordinateInternational Reading Association Inc, 40s01 Oregon Reading Association34166 Goltra Rd Se, Albany, OR 97322-9722OR1965-05$104,472
SubordinateInternational Reading Association Inc, Iowa Reading AssociationPo Box 16 105 North Hill Street, Ossian, IA 52161IA1969-06$100,131
SubordinateInternational Reading Association Inc, Way West Reading Association1434 Summit Dr, Sidney, NE 69162NE1965-05$90,328
SubordinateInternational Reading Association Inc, Greater Louisville Reading Council2325 Deveron Drive, Louisville, KY 40216KY1965-05$88,645
SubordinateInternational Reading Association Inc2701 Spring Street, Ft Wayne, IN 46808IN1965-05$83,380
SubordinateInternational Reading Association Inc, Coalition Of Reading And English Supervisors Of Texas (Crest31837 Oak Ridge Pkwy, Bulverde, TX 78163TX1965-05$79,717
SubordinateInternational Reading Association Inc, Louisiana Reading Association6 Bryson Lane, Carriere, MS 39426MS1965-05$75,295
Number of affiliated organizations
Alaska12
Alabama21
Arkansas28
Arizona16
California53
Colorado25
Connecticut8
District of Columbia1
Delaware12
Florida33
Georgia22
Hawaii4
Iowa30
Idaho10
Illinois32
Indiana32
Kansas23
Kentucky14
Louisiana19
Massachusetts14
Maryland20
Maine1
Michigan32
Minnesota15
Missouri34
Mississippi13
Montana16
North Carolina36
North Dakota7
Nebraska12
New Hampshire8
New Jersey12
New Mexico16
Nevada6
New York39
Ohio23
Oklahoma18
Oregon14
Pennsylvania36
Rhode Island5
South Carolina26
South Dakota24
Tennessee21
Texas50
Utah10
Virginia26
Washington17
Wisconsin25
West Virginia38
Wyoming9
International1
Total1,019

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