Consumers Union Of United States Inc in Yonkers, New York (NY)

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Consumers Union Of United States Inc
Employer Identification Number (EIN)131776434
Name of OrganizationConsumers Union Of United States Inc
In Care of NameMr Michael Martin Cpa
Address101 Truman Ave, Yonkers, NY 10703-1044
ActivitiesPublishing activities, Study and research (non scientific)
SubsectionCharitable Organization
Ruling Date04/1984
DeductibilityContributions are deductible
FoundationOrganization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period05/2014
Assets$50,000,000 to greater
Income$50,000,000 to greater
Filing Requirement990 (all other) or 990EZ return
Asset Amount$419,900,241
Amount of Income$277,489,350
Form 990 Revenue Amount$269,263,647
National Taxonomy of Exempt Entities (NTEE)Public, Society Benefit - Multipurpose and Other: Consumer Protection, Safety


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Amount of income in 2014: $277,489,350
This organization: 

 $277,489,350
Other organizations performing similar types of work: 

 $941,890

Assets in 2014: $419,900,241
Consumers Union Of United States Inc: 

 $419,900,241
Other organizations performing similar types of work: 

 $4,810,443

Expenses in 2013: $255,555,409
Consumers Union Of United States Inc: 

 $255,555,409
Other organizations performing similar types of work: 

 $902,159

Income to expenses ratio in 2013: 1.1
This organization: 

 1.1
Other organizations performing similar types of work: 

 1.0

Expenses allocated to program services in 2007: 84.8%
Consumers Union Of United States Inc: 

 84.8%
Other organizations performing similar types of work: 

 84.8%

Number of employees in 2013: 736
This organization: 

 736
Other organizations performing similar types of work: 

 71

Employees paid over $100,000 in 2013: 59.0%
Consumers Union Of United States Inc: 

 59.0%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 9.8%
This organization: 

 9.8%
Other organizations performing similar types of work: 

 59.5%

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)?NoNo
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?NoNo
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?NoNo
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?YesYes
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)?NoNo
Did the organization obtain separate, independent audited financial statements for the tax year?NoNo
Was the organization included in consolidated, independent audited financial statements for the tax year?YesYes
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?NoNo
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?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?YesYes
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?YesYes
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNo
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?YesYes
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?YesYes
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?YesYes
Was the organization related to any tax-exempt or taxable entity?YesYes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?YesYes
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 1096385347
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 return751736
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?YesYes
Did the organization notify the donor of the value of the goods or services provided?YesYes
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$4,967,964$4,807,148
Total reportable compensation from related organizations$0$0
Total estimated amount of other compensation from the organization and related organizations$859,926$783,455
Total number of individuals who received more than $100,000 of reportable compensation from the organization304297
Total number of independent contractors who received more than $100,000 of compensation from the organization161137
Statement of Revenue
201120122013
Total revenue$254,156,290$263,268,350$259,291,725
Contributions, Gifts, Grants and Other Similar Amounts$20,068,201$22,294,281$25,458,990
Program Service Revenue$229,420,821$230,362,907$233,148,459
Periodical Publishers $140,159,360$136,790,175
519100$89,650,463$95,743,094
Testing Laboratories$553,084$615,190
All other program service revenue$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$4,280,928$3,389,184$178,572
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$1,440,166$1,580,107$1,646,872
Net rental income$0$0$0
Net gain/loss from sales of assets other than inventory$-2,053,826$5,086,872$-1,160,059
Gross amount from sales of assets other than inventory (Securities / Other)$746,789,455 / $0$560,780,659 / $0$51,261,970 / $0
Less: cost or other basis and sales expenses (Securities / Other)$748,843,281 / $0$555,693,787 / $0$52,422,029 / $0
Gain or (loss) (Securities / Other)$-2,053,826 / $0$5,086,872 / $0$-1,160,059 / $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$0$0$0
Miscellaneous Revenue$1,000,000$554,999$18,891
900099$554,999$18,891
All other revenue$0$0
Statement of Functional Expenses
201120122013
Total functional expenses$257,659,047$265,272,554$255,555,409
Grants and other assistance to domestic organizations and domestic governments$778,159$485,269
Grants and other assistance to domestic individuals$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$21,300$45,000
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$3,682,370$4,729,323$4,145,897
Compensation not included above, to disqualified persons$0$0
Other salaries and wages$61,965,099$64,332,418$61,510,025
Pension plan accruals and contributions$10,023,004$10,402,996
Other employee benefits$12,583,434$11,107,857
Payroll taxes$4,922,105$5,232,160$4,917,720
Fees for services (non-employees)
Management$0$0
Legal$844,705$937,522
Accounting$549,054$485,125
Lobbying$311,818$114,016
Professional fundraising services$156,415$234,439$112,969
Investment management fees$423,652$516,495
Other$9,135,819$10,060,433
Advertising and promotion$37,510,419$38,654,265
Office expenses$1,457,975$1,278,378
Information technology$1,358,960$1,409,600
Royalties$816,769$118,010
Occupancy$2,909,363$2,830,092
Travel$1,270,778$1,192,339
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$340,673$274,244
Interest$1,181,934$1,477,233
Payments to affiliates$0$0
Depreciation, depletion, and amortization$10,941,354$10,595,296
Insurance$1,057,031$1,014,326
Other expenses$37,415,633$36,017,120
Other expenses$30,642,169$27,519,850
Other expenses$2,226,598$16,401,103
Other expenses$16,802,899$4,063,315
Other expenses$10,140,714$7,868,914
Balance Sheet
201120122013
Total assets$361,611,492$335,920,076$381,407,574
Cash - non-interest-bearing$646,881$469,679
Savings and temporary cash investments$7,338,698$20,802,192
Pledges and grants receivable, net$4,777,330$4,236,644
Accounts receivable, net$7,030,749$5,972,407
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$4,545,978$4,094,081
Prepaid expenses and deferred charges$34,933,298$30,208,621
Land, buildings, and equipment: cost or other basis$61,877,231$59,382,894
Investments - publicly traded securities$211,504,883$252,884,718
Investments - other securities$0$0
Investments - program-related$0$0
Intangible assets$0$0
Other assets$3,265,028$3,356,338
Total liabilities$261,525,082$274,698,247$261,569,862
Accounts payable and accrued expenses$17,757,687$19,398,347
Grants payable$0$0
Deferred revenue$147,565,415$149,635,221
Tax-exempt bond liabilities$47,300,000$46,175,000$45,000,000
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)$63,200,145$47,536,294
Total net assets or fund balances$100,086,410$61,221,829$119,837,712
Unrestricted net assets$55,125,154$112,775,094
Temporarily restricted net assets$6,096,675$7,062,618
Permanently restricted net assets$0$0
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$1,241,737,434
Subtotal$1,241,878,082
Gifts, grants, contributions, and membership fees received$104,011,185
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$1,137,866,897
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$140,648
Amounts received from disqualified persons$140,648
Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support$0
Total support$1,263,550,571
Public support$1,241,878,082
Subtotal$19,025,974
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$19,025,974
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$1,590,096
Other income$1,056,419
Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032004200520062007
Total revenue$161,354,741$151,425,767$156,662,610$164,045,421$192,529,567$206,556,088$232,766,283$264,414,792
Contributions, gifts, grants, and similar amounts received$20,257,643$10,311,943$9,191,710$11,032,935$17,437,237$11,091,482$12,691,689$27,060,621
Contributions to donor advised funds$0$0
Direct public support$20,234,468$10,284,297$9,163,675$11,013,554$16,994,391$10,971,659$12,420,557$26,904,632
Indirect public support$23,175$27,646$28,035$19,381$24,346$29,534$18,785$18,494
Government contributions (grants)$0$0$0$0$418,500$90,289$252,347$137,495
Program service revenue including government fees and contracts$128,919,001$134,264,357$141,452,016$148,821,161$168,002,595$186,794,940$207,990,273$229,309,060
Membership dues and assessments$0$0$0$0$0$0$0$0
Interest on savings and temporary cash investments$27,731$34,079$40,110$22,358$128,389$453,956$3,067,992$3,511,213
Dividends and interest from securities$4,002,373$3,170,539$3,494,419$2,625,966$2,559,110$3,792,238$2,651,323$3,298,243
Net rental income or (loss)$0$0$0$0$0$0$0$0
Gross rents$0$0$0$0$0$0$0$0
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$5,305,135$1,650,042$-445,195$-2,121,538$671,297$-649,191$2,027,981$727,849
Gross amount from sales of assets other than inventory$817,415,238$238,606,293$157,785,175$266,144,153$410,605,143$291,254,775$111,545,554$194,123,349
Less: cost or other basis and sales expenses$812,110,103$236,956,251$158,230,370$268,265,691$409,933,846$291,903,966$109,517,573$193,395,500
Net income or (loss) from special events and activities$2,153,166$1,945,589$2,774,019$3,608,438$3,667,156$3,789,077$3,751,451$0
Gross revenue$4,581,155$4,469,230$5,289,785$6,213,919$6,679,097$7,035,557$7,281,353$0
Less: direct expenses other than fundraising expenses$2,427,989$2,523,641$2,515,766$2,605,481$3,011,941$3,246,480$3,529,902$0
Gross profit or (loss) from sales of inventory$0$0$0$0$0$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0$0$0$0$0$0
Less: cost of goods sold$0$0$0$0$0$0$0$0
Other revenue$689,692$49,218$155,531$56,101$63,783$1,283,586$585,574$507,806
Total expenses$152,121,402$155,640,358$144,383,332$156,898,753$172,523,944$199,966,889$219,785,793$243,000,689
Program services$125,323,853$131,700,836$125,425,158$135,074,058$150,689,654$176,864,271$189,595,719$205,989,596
Management and general$23,507,971$20,875,804$15,918,763$19,011,249$19,079,972$20,180,196$24,876,065$27,606,669
Fundraising$3,289,578$3,063,322$3,039,411$2,813,446$2,754,318$2,922,422$5,314,009$9,404,424
Payments to affiliates$0$396$0$0$0$0$0$0
Net assets or fund balances at end of year$38,027,625$29,694,384$42,449,634$53,912,118$76,940,125$87,488,692$98,076,011$111,356,249
Excess or (deficit) for the year$9,233,339$-4,214,591$12,279,278$7,146,668$20,005,623$6,589,199$12,980,490$21,414,103
Net assets or fund balances at beginning of year$36,264,690$38,027,625$29,694,384$42,449,634$53,912,118$76,940,125$87,488,692$98,076,011
Other changes in net assets or fund balances$-7,470,404$-4,118,650$475,972$4,315,816$3,022,384$3,959,368$-2,393,171$-8,133,865
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$243,000,689$205,989,596$27,606,669$9,404,424
Grants paid from donor advised funds$0
Other grants and allocations$887,760
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$1,311,505$0$1,284,760$26,745
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$54,967,711$45,636,189$8,183,869$1,147,653
Pension plan contributions not included above$6,160,289$4,995,310$1,036,430$128,549
Employee benefits not included above$8,996,582$7,295,228$1,513,619$187,735
Payroll taxes$4,082,590$3,310,527$686,870$85,193
Professional fundraising fees$636,790$0$0$636,790
Accounting fees$759,259$17,082$742,177$0
Legal fees$866,557$786,397$67,586$12,574
Supplies$1,000,764$605,777$384,953$10,034
Telephone$528,674$428,696$88,946$11,032
Postage and shipping$38,364,563$35,826,659$121,514$2,416,390
Occupancy$3,061,667$2,482,672$515,106$63,889
Equipment rental and maintenance$1,653,476$394,090$1,253,278$6,108
Printing and publications$53,778,274$48,338,930$1,515,746$3,923,598
Travel$1,857,803$1,351,827$389,485$116,491
Conferences, conventions, and meetings$1,268,542$641,948$585,731$40,863
Interest$2,338,711$0$2,338,711$0
Depreciation, depletion, etc.$8,386,143$6,978,952$1,400,149$7,042
Other expenses not covered above$52,093,029$46,011,552$5,497,739$583,738
Balance Sheets
20002001200220032004200520062007
Total assets$208,110,157$192,686,840$197,813,094$223,078,014$258,158,823$293,021,986$319,611,899$346,371,873
Cash - non-interest-bearing$1,815,255$1,158,815$1,376,350$7,008,342$2,889,013$3,892,313$14,274,183$3,509,240
Savings and temporary cash investments$369,104$2,340,307$1,091,454$8,942,313$8,034,304$11,384,030$9,847,000$16,114,611
Accounts receivable less allowance for doubtful accounts$3,251,057$4,131,260$3,406,672$7,117,003$9,427,723$7,541,210$9,266,684$8,939,543
Pledges receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Grants receivable$9,906,438$8,631,709$4,275,089$1,425,674$4,074,726$4,166,516$1,292,479$7,006,333
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$5,110,483$3,663,339$4,263,713$3,896,249$5,481,344$6,502,225$4,823,055$5,960,624
Prepaid expenses and deferred charges$29,596,883$30,099,349$28,448,807$31,688,785$34,872,359$34,909,262$35,901,432$36,492,741
Investments - publicly-traded securities$177,648,929$198,327,928
Investments - other securities$88,583,469$80,014,313$81,260,562$91,833,444$116,986,800$142,125,167$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0$0$0$0$0
Investments - other$0$0$0$0$0$1,300,000$1,667,484$1,038,000
Land, buildings, and equipment less accumulated depreciation$61,312,572$58,425,041$54,500,305$52,284,975$52,302,279$57,975,007$62,670,857$65,219,124
Other assets, including program-related investments$8,164,896$4,222,707$19,190,142$18,881,229$24,090,275$23,226,256$2,219,796$3,763,729
Total liabilities$170,082,532$162,992,456$155,363,460$169,165,896$181,218,698$205,533,294$221,535,888$235,015,624
Accounts payable and accrued expenses$24,263,295$25,056,122$20,323,558$21,031,695$20,991,902$21,726,550$19,467,486$21,779,956
Grants payable$0$0$0$2,232,511$2,972,496$3,801,494$5,128,392$8,318,634
Deferred revenue$0$98,891,334$96,989,902$108,866,690$121,254,300$131,730,250$142,706,356$150,372,750
Loans from officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Tax-exempt bond liabilities$0$39,045,000$38,050,000$37,035,000$36,000,000$47,300,000$47,300,000$47,300,000
Mortgages and other notes payable$48,079,000$0$0$0$0$0$0$0
Other liabilities$97,740,237$0$0$0$0$975,000$6,933,654$7,244,284
Total liabilities and net assets/fund balances$208,110,157$192,686,840$197,813,094$223,078,014$258,158,823$293,021,986$319,611,899$346,371,873
Total net assets or fund balances$38,027,625$29,694,384$42,449,634$53,912,118$76,940,125$87,488,692$98,076,011$111,356,249
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032004200520062007
Total revenue$161,354,741$151,425,767$156,662,610$164,045,421$192,529,567$206,556,088$232,766,283$264,414,792
Total revenue, gains, and other support per audited financial statements$156,312,326$149,830,758$158,590,498$170,966,718$198,663,300$213,722,521$233,934,585$254,414,241
Other expenses$-5,042,415$-1,595,009$2,991,738$6,921,297$3,022,384$7,166,433$1,168,302$-8,004,119
Net unrealized gains on investments$-7,470,404$-4,118,650$475,972$4,315,816$3,022,384$3,263,971$18,549,172$-8,294,852
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$2,427,989$2,523,641$2,515,766$2,605,481$0$3,902,462$-17,380,870$290,733
Other revenue$0$0$1,063,850$0$-3,111,349$0$0$1,996,432
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$1,063,850$0$-3,111,349$0$0$1,996,432
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032004200520062007
Total expenses$152,121,402$155,640,358$144,383,332$156,898,753$172,523,944$199,966,889$219,785,793$243,000,689
Total expenses and losses per audited financial statements$154,549,391$158,163,999$145,835,248$159,504,234$175,635,293$203,213,875$223,523,405$241,219,183
Other revenue$2,427,989$2,523,641$2,515,766$2,605,481$3,111,349$3,250,925$3,737,612$214,926
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$2,427,989$2,523,641$2,515,766$2,605,481$3,111,349$3,250,925$3,737,612$214,926
Other expenses$0$0$1,063,850$0$0$3,939$0$1,996,432
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$1,063,850$0$0$3,939$0$1,996,432
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
35$551,406$116,508$0
35$415,598$58,755$0
35$344,501$53,747$0
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings17
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?No
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?Yes
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)?Yes
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, 2006637
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$8,045,111$229,309,060
Program service revenue
Program service revenue 1000000$000$0$229,309,060
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$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)$3,511,213$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)$3,298,243$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$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))$727,849$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$0Income from an activity that is not regularly carried on (section 512(a)(1))$507,806$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
$349,079$42,908$0
$315,952$43,637$0
$304,116$51,221$0
$299,630$49,047$0
$303,984$44,341$0
Total number of other employees paid over $50,000507
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$514,111
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$144,337,127$158,477,595$152,299,366$159,623,571$176,921,938$202,600,411$224,218,058$246,274,191
Gifts, grants, and contributions received$10,016,848$20,257,643$10,311,943$9,191,710$12,813,961$14,927,686$12,865,389$20,841,882
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$130,453,650$133,500,156$138,733,587$146,741,801$161,403,552$184,921,444$205,822,889$219,127,420
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$3,811,100$4,030,104$3,204,618$3,534,529$2,648,324$2,687,499$4,246,194$5,719,315
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$55,529$689,692$49,218$155,531$56,101$63,782$1,283,586$585,574
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$234,948,493
Total lobbying expenditures$334,815
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$334,815
Other exempt purpose expenditures$234,613,678
Lobbying nontaxable amount$1,000,000
Grassroots nontaxable amount$250,000
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IdNameAddressStateEstablishedTotal Income
1Consumers Union Of United States Inc101 Truman Ave, Yonkers, NY 10703-1044NY1984-04$277,489,350
2Underwriters Laboratories Inc333 Pflngsten Road, Northbrook, IL 60062IL1955-02$16,907,419
3Center For Study Of Responsive LawPO BOX 19367, Washington, DC 20036-9367DC1968-09$7,212,962
4Citizen Action Coalition Inc603 E Washington Floor 5, Indianapolis, IN 46204-2692IN1976-06$941,890
5Washington State Public Interest Research Group, Washpirg1402 3rd Ave Ste 715, Seattle, WA 98101-2123WA1993-11$667,772
6British Standards Institution IncReston, VA 20190VA$425,107
7Consumer Consortium On Assisted Living, Ccal Advancing Person-Centered Living2342 Oak Street, Falls Church, VA 22046VA1997-08$89,444
8Consumer Watchdog2701 Ocean Park Blvd Ste 112, Santa Monica, CA 90405-5277CA1988-08$4,259,065
9Barro Sin Plomo Usa Inc230 Walnut St, Brookline, MA 02445-6706MA2008-01$2,300
Number of organizations performing similar types of work
California1
District of Columbia1
Illinois1
Indiana1
Massachusetts1
New York1
Virginia2
Washington1
Total9

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