AMERICAN LIBRARY ASSOCIATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN LIBRARY ASSOCIATION (EIN 36-2166947)
- Tax period
- 2024-09-01 to 2025-08-31
- Filed
- 2026-07-02
- IRS object ID
- 202601839349300110
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-02T07:29:11-05:00 | ReturnTs |
| Tax Period End | 2025-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1707 N RANDALL ROAD STE 200 | AddressLine1Txt |
| City | ELGIN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60123 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362166947 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN LIBRARY ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 3122805834 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 N MICHIGAN AVENUE 1300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL MONTGOMERY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3122805834 | PhoneNum |
| Signature | 2026-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE LEW | PreparerPersonNm |
| PTIN | P01080011 | PTIN |
| Phone | 8478888600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIEL MONTGOMERY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 N MICHIGAN AVENUE 1300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $54,330,940 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | ALA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1876 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE AMERICAN LIBRARY ASSOCIATION IS EMPOWERING AND ADVOCATING FOR LIBRARIES AND LIBRARY WORKERS TO ENSURE EQUITABLE ACCESS TO INFORMATION FOR ALL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 224 | TotalEmployeeCnt |
| Total Volunteers | 6413 | TotalVolunteersCnt |
| Total Gross UBI | $3,373,969 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $25,325,850 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,828,921 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $22,392,449 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,226,737 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,663,659 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,730,767 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,733,421 | PYOtherRevenueAmt |
| CY Other Revenue | $2,649,590 | CYOtherRevenueAmt |
| PY Total Revenue | $54,115,379 | PYTotalRevenueAmt |
| CY Total Revenue | $40,436,015 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,473,569 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,874,787 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,501,985 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,937,296 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $121,131 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $68,505 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,182,591 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $28,120,575 | PYOtherExpensesAmt |
| CY Other Expenses | $26,076,123 | CYOtherExpensesAmt |
| PY Total Expenses | $56,217,260 | PYTotalExpensesAmt |
| CY Total Expenses | $54,956,711 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,101,881 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$14,520,696 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $109,847,603 | TotalAssetsBOYAmt |
| Total Assets EOY | $96,967,622 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $34,630,087 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,142,837 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $75,217,516 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $62,824,785 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE AMERICAN LIBRARY ASSOCIATION IS EMPOWERING AND ADVOCATING FOR LIBRARIES AND LIBRARY WORKERS TO ENSURE EQUITABLE ACCESS TO INFORMATION FOR ALL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,388,850 | ExpenseAmt |
| Grant | $41,701 | GrantAmt |
| Desc | MUTUAL MEMBERSHIP BENEFIT PROGRAMS, GENERAL/OTHER: MEMBERSHIP SERVICES PROVIDED IN CONJUNCTION WITH MEMBER PARTICIPATION. PERSONAL AND ORGANIZATIONAL MEMBERS TOTALED APPROXIMATELY 45,000 AS OF AUGUST 31, 2025. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,772,029 | ExpenseAmt |
| Grant | $750 | GrantAmt |
| Revenue | $8,694,762 | RevenueAmt |
| Desc | MUTUAL MEMBERSHIP BENEFIT PROGRAMS, GENERAL/OTHER: CONFERENCES ENABLE MEMBERS TO KEEP ABREAST OF THE LATEST TECHNOLOGICAL CAPABILITIES, NEW PUBLICATIONS, AND TRENDS IN THE PROFESSION. THREE MAJOR CONFERENCES, SEVERAL NATIONAL FORUMS, AND VARIOUS INSTITUTES WERE HELD DURING THE YEAR. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,605,166 | ExpenseAmt |
| Grant | $20,383 | GrantAmt |
| Revenue | $10,235,511 | RevenueAmt |
| Desc | PUBLISHING: PUBLISHING OF TRADE JOURNALS AND BOOKS TO AID THE PROFESSION. PUBLISHED TRADE JOURNALS AND BOOKS ON A VARIETY OF TOPICS OF INTEREST TO THE PROFESSION DURING THE YEAR. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,858,908 | ExpenseAmt |
| Grant | $5,811,953 | GrantAmt |
| Revenue | $3,448,791 | RevenueAmt |
| Desc | MUTUAL MEMBERSHIP BENEFIT PROGRAMS, GENERAL/OTHER: GENERAL ACTIVITIES SUCH AS DIVERSITY, INTERNATIONAL RELATIONS, ACCREDITATION, AND MONITORING LEGISLATION (19 OFFICES/DEPARTMENTS) AND ROUND TABLE DISCUSSIONS AND ACTIVITIES (19 ROUND TABLES). | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $15,858,908 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $5,811,953 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $3,448,791 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $42,624,953 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1032 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 224 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | L DENISE MORITZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3122805834 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 N MICHIGAN AVENUE 1300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| CINDY HOHL | |||||||||
| PAST PRESIDENT | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARIA MCCAULEY PHD | |||||||||
| PRESIDENT-ELECT (FROM 7/1/25) | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SAM HELMICK | |||||||||
| PRESIDENT | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EMILY DRABINSKI | |||||||||
| PAST PRESIDENT (THRU 6/30/25) | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PETER HEPBURN | |||||||||
| TREASURER (THRU 6/30/25) | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LARRY NEAL | |||||||||
| TREASURER (FROM 7/1/25) | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NICOLAS BURON | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHY CARROLL | |||||||||
| DIRECTOR (THRU 6/30/25) | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE CHASE | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER COYL | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SARA DALLAS | |||||||||
| DIRECTOR (THRU 6/30/25) | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| AMY S LAPPIN | |||||||||
| DIRECTOR (THRU 6/30/25) | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR CORINTHIA PRICE | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN G SCHNEIDER | |||||||||
| DIRECTOR (THRU 6/30/25) | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SOPHIA SOTILLEO | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN YATES | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KC BOYD | |||||||||
| DIRECTOR (FROM 7/1/25) | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TATANISHA LOVE | |||||||||
| DIRECTOR (FROM 7/1/25) | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JANICE MOORE NEWSUM | |||||||||
| DIRECTOR (FROM 7/1/25) | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ZIBA PEREZ | |||||||||
| DIRECTOR (FROM 7/1/25) | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LESLIE BURGER | |||||||||
| INTERIM EXEC. DIRECTOR (THRU 7/31/25) | 45.00 | 0.00 | Yes (X) | $224,587 | $0 | $0 | |||
| DINA TSOURDINIS | |||||||||
| CHIEF FINANCIAL OFFICER | 45.00 | 0.00 | Yes (X) | $218,329 | $0 | $15,576 | |||
| MELISSA WALLING | |||||||||
| DEPUTY EXECUTIVE DIRECTOR | 45.00 | 0.00 | Yes (X) | $213,139 | $0 | $25,673 | |||
| TRACIE HALL | |||||||||
| FORMER EXECUTIVE DIRECTOR | 45.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| REBECCA HEADRICK | |||||||||
| CHIEF INFORMATION TECHNOLOGY OFFICER | 45.00 | 0.00 | $206,311 | $0 | $10,816 | Yes (X) | |||
| GEORGE KENDALL | |||||||||
| SENIOR DIRECTOR, PUBLISHING & MEDIA | 45.00 | 0.00 | $170,873 | $0 | $13,102 | Yes (X) | |||
| SHAKIR AKBARI | |||||||||
| DIRECTOR OF ENTERPRISE APPLICATIONS | 45.00 | 0.00 | $158,326 | $0 | $31,183 | Yes (X) | |||
| ALAN INOUYE | |||||||||
| INTERIM ASSOC EXEC DIR (THRU 5/2/25) | 45.00 | 0.00 | $224,129 | $0 | $24,934 | Yes (X) | |||
| DENISE MORITZ | |||||||||
| DIRECTOR OF FINANCIAL REPORTING & COMPLIANCE | 45.00 | 0.00 | $151,344 | $0 | $24,849 | Yes (X) | |||
| LORELLE HOPKINS | |||||||||
| ASSOCIATE EXECUTIVE DIRECTOR | 45.00 | 0.00 | $215,888 | $0 | $37,652 | Yes (X) | |||
| SHERRI VANYEK | |||||||||
| DIR OF INFRASTRUCTURE (THRU 7/7/25) | 45.00 | 0.00 | $157,738 | $0 | $47,356 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,940,664 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $231,141 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 37 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VC4 LLC (VISION CREATIVE) | |||||
| 8245-E BACKLICK ROAD | LORTON | VA | 22079 | AUDIO VISUAL SERVICES | $1,449,450 |
| GLOBAL EXPERIENCE SPECIALIST INC | |||||
| 7000 LINDELL ROAD | LAS VEGAS | NV | 89118 | TRADE SHOW & EXHIBITIONS SERVICES | $797,084 |
| FABLEVISION INC | |||||
| 353 NEWBURY STREET | BOSTON | MA | 02115 | PROFESSIONAL SERVICES FOR TM4K KITS & DI | $457,926 |
| LSC COMMUNICATIONS | |||||
| PO BOX 932987 | CLEVELAND | OH | 44193 | PRINTING SERVICES | $453,141 |
| BDO USA LLP | |||||
| 2715 JORIE BOULEVARD | OAK BROOK | IL | 60523 | IT CONSULTING SERVICES | $446,552 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 39 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $6,593,600 | MembershipDuesAmt |
| Government Grants | $693,996 | GovernmentGrantsAmt |
| All Other Contributions | $7,541,325 | AllOtherContributionsAmt |
| Total Contributions | $14,828,921 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEETINGS AND CONFERENCES | 541900 | $8,549,280 | $8,549,280 | |
| ADVERTISING | 541800 | $3,504,166 | $130,197 | $3,373,969 |
| SALES OF BOOKS AND MATERIALS | 513190 | $2,940,572 | $2,940,572 | |
| SUBSCRIPTIONS | 541900 | $2,671,773 | $2,671,773 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,560,946 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,560,946 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,226,737 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,509,347 | TotalRevenueColumnAmt |
| Exclusion | $2,509,347 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,259,760 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,259,760 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,863,393 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,582,144 | SecuritiesAmt |
| Other | $59,829 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,281,249 | SecuritiesAmt |
| Other | -$59,829 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,221,420 | TotalRevenueColumnAmt |
| Exclusion | $1,221,420 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $7,655 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $3,147 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,508 | TotalRevenueColumnAmt |
| Exclusion | $4,508 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,136,496 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $249,805 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,886,691 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,886,691 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CHANGE IN PUBLISHING INVESTMENT | 513190 | $5,876 | $5,876 | |
| OPERATING LEASE REDUCTION LOSS | 900099 | -$507,245 | -$507,245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$501,369 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,436,015 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,005,095 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,373,969 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,228,030 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,874,787 | TotalAmt |
| Program Services | $5,874,787 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,139,869 | TotalAmt |
| Program Services | $430,758 | ProgramServicesAmt |
| Management And General | $709,111 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,990,614 | TotalAmt |
| Program Services | $12,940,955 | ProgramServicesAmt |
| Management And General | $3,745,165 | ManagementAndGeneralAmt |
| Fundraising | $304,494 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $939,116 | TotalAmt |
| Program Services | $711,889 | ProgramServicesAmt |
| Management And General | $210,431 | ManagementAndGeneralAmt |
| Fundraising | $16,796 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,550,735 | TotalAmt |
| Program Services | $2,253,223 | ProgramServicesAmt |
| Management And General | $244,990 | ManagementAndGeneralAmt |
| Fundraising | $52,522 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,316,962 | TotalAmt |
| Program Services | $974,900 | ProgramServicesAmt |
| Management And General | $319,839 | ManagementAndGeneralAmt |
| Fundraising | $22,223 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,836 | TotalAmt |
| Program Services | $12,550 | ProgramServicesAmt |
| Management And General | $222,286 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,109 | TotalAmt |
| Program Services | $4 | ProgramServicesAmt |
| Management And General | $160,105 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,360 | TotalAmt |
| Program Services | $289,360 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,505 | TotalAmt |
| Fundraising | $68,505 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,041 | TotalAmt |
| Program Services | $208,123 | ProgramServicesAmt |
| Management And General | $106,918 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,821,327 | TotalAmt |
| Program Services | $3,577,580 | ProgramServicesAmt |
| Management And General | $796,969 | ManagementAndGeneralAmt |
| Fundraising | $446,778 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,407 | TotalAmt |
| Program Services | $125,692 | ProgramServicesAmt |
| Management And General | -$1,723 | ManagementAndGeneralAmt |
| Fundraising | $438 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,383,002 | TotalAmt |
| Program Services | $1,863,129 | ProgramServicesAmt |
| Management And General | $476,176 | ManagementAndGeneralAmt |
| Fundraising | $43,697 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,114,177 | TotalAmt |
| Program Services | $2,409,574 | ProgramServicesAmt |
| Management And General | $634,472 | ManagementAndGeneralAmt |
| Fundraising | $70,131 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,502 | TotalAmt |
| Program Services | $290,502 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,398,263 | TotalAmt |
| Program Services | $64,171 | ProgramServicesAmt |
| Management And General | $2,334,092 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,417,136 | TotalAmt |
| Program Services | $1,088,513 | ProgramServicesAmt |
| Management And General | $270,888 | ManagementAndGeneralAmt |
| Fundraising | $57,735 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,992,560 | TotalAmt |
| Program Services | $5,831,943 | ProgramServicesAmt |
| Management And General | $117,454 | ManagementAndGeneralAmt |
| Fundraising | $43,163 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,635 | TotalAmt |
| Management And General | $124,635 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,297,578 | TotalAmt |
| Program Services | $515,658 | ProgramServicesAmt |
| Management And General | $779,490 | ManagementAndGeneralAmt |
| Fundraising | $2,430 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,016 | TotalAmt |
| Program Services | $13,604 | ProgramServicesAmt |
| Management And General | $122,412 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PUBLICATIONS/PRINTING | $2,192,489 | $2,655,815 | -$497,199 | $33,873 |
| TEMPORARY EMPLOYEES | $612,122 | $319,660 | $272,656 | $19,806 |
| BAD DEBT EXPENSE | $169,186 | $169,186 | ||
| INCOME TAX | $3,377 | $3,377 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,956,711 | TotalAmt |
| Program Services | $42,624,953 | ProgramServicesAmt |
| Management And General | $11,149,167 | ManagementAndGeneralAmt |
| Fundraising | $1,182,591 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,496,594 | BOYAmt |
| EOY | $995,871 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,710,115 | BOYAmt |
| EOY | $3,788,562 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,382,556 | BOYAmt |
| EOY | $360,160 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,554,584 | BOYAmt |
| EOY | $2,754,919 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $821,055 | BOYAmt |
| EOY | $741,567 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,095,974 | BOYAmt |
| EOY | $828,066 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $31,911,817 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,930,224 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,814,581 | BOYAmt |
| EOY | $7,981,593 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,154,936 | BOYAmt |
| EOY | $60,243,113 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $9,433,595 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,817,208 | BOYAmt |
| EOY | $9,840,176 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,847,603 | BOYAmt |
| EOY | $96,967,622 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,882,295 | BOYAmt |
| EOY | $3,308,570 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,700,968 | BOYAmt |
| EOY | $8,128,516 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,377,434 | BOYAmt |
| EOY | $4,515,076 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,669,390 | BOYAmt |
| EOY | $18,190,675 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,630,087 | BOYAmt |
| EOY | $34,142,837 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,038,267 | BOYAmt |
| EOY | $48,674,141 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,179,249 | BOYAmt |
| EOY | $14,150,644 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,217,516 | BOYAmt |
| EOY | $62,824,785 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,847,603 | BOYAmt |
| EOY | $96,967,622 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$14,520,696 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,078,469 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $49,496 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,628,050 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,933,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,610,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,325,850 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,828,921 | CurrentTaxYearAmt |
| Total | $118,326,814 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,889,553 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,495,720 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,884,161 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,131,320 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,989,264 | CurrentTaxYearAmt |
| Total | $93,390,018 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,517,603 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,429,220 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,494,654 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,457,170 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,818,185 | CurrentTaxYearAmt |
| Total | $211,716,832 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,423 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,942 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,490 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,715,650 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,090 | CurrentTaxYearAmt |
| Total | $2,724,595 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $367,238 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $397,830 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $122,390 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $279,799 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $539,080 | CurrentTaxYearAmt |
| Total | $1,706,337 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $369,661 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $400,772 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $124,880 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,995,449 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $540,170 | CurrentTaxYearAmt |
| Total | $4,430,932 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $207,285,900 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,337,268 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,442,981 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,263,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,870,185 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,774,983 | CurrentTaxYearAmt |
| Total | $19,688,917 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,337,268 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,442,981 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,263,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,870,185 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,774,983 | CurrentTaxYearAmt |
| Total | $19,688,917 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $17,775 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,515 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $263 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,508 | CurrentTaxYearAmt |
| Total | $54,061 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,854,871 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,889,976 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,789,669 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,327,618 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,597,676 | CurrentTaxYearAmt |
| Total | $231,459,810 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.89560 | PublicSupportCY509Pct |
| Public Support PY509 | 0.91380 | PublicSupportPY509Pct |
| Investment Income CY | 0.08510 | InvestmentIncomeCYPct |
| Investment Income PY | 0.08010 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $289,360 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $289,360 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $50,669,664 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $50,959,024 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $573,660 | CurrentYearMinus3Amt |
| Current Year Minus2 | $573,660 | CurrentYearMinus2Amt |
| Current Year Minus1 | $504,233 | CurrentYearMinus1Amt |
| Current Year | $289,360 | CurrentYearAmt |
| Total | $1,940,913 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,851,365 | BeginningYearBalanceAmt |
| Contributions | $1,449 | ContributionsAmt |
| Investment Earnings Or Losses | $1,236,023 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $322,204 | AdministrativeExpensesAmt |
| End Year Balance | $19,766,633 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,315,549 | BeginningYearBalanceAmt |
| Contributions | $3,473 | ContributionsAmt |
| Investment Earnings Or Losses | $1,910,729 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $378,386 | AdministrativeExpensesAmt |
| End Year Balance | $18,851,365 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,077,889 | BeginningYearBalanceAmt |
| Contributions | $3,377 | ContributionsAmt |
| Investment Earnings Or Losses | $558,263 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $323,980 | AdministrativeExpensesAmt |
| End Year Balance | $17,315,549 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,374,285 | BeginningYearBalanceAmt |
| Contributions | $1,937 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,092,134 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $206,199 | AdministrativeExpensesAmt |
| End Year Balance | $17,077,889 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,196,350 | BeginningYearBalanceAmt |
| Contributions | $4,282 | ContributionsAmt |
| Investment Earnings Or Losses | $3,444,187 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $270,534 | AdministrativeExpensesAmt |
| End Year Balance | $20,374,285 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.94449 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.05551 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,263,971 | OtherCostOrOtherBasisAmt |
| Book Value | $2,263,971 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,892,191 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,869,356 | DepreciationAmt |
| Book Value | $3,022,835 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,139,284 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,665,540 | DepreciationAmt |
| Book Value | $2,473,744 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,616,371 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,395,328 | DepreciationAmt |
| Book Value | $221,043 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,981,593 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUND | $6,607,235 | F |
| PRIVATE EQUITY FUNDS | $2,826,360 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $9,433,595 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE (TO) FROM OTHER FUNDS | -$265,787 |
| RIGHT-OF-USE ASSETS - FINANCE LEASE | $194,925 |
| RIGHT-OF-USE ASSETS - OPERATING LEASE | $9,902,779 |
| UNEMPLOYMENT ESCROW | $8,259 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $9,840,176 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| NON-CURRENT PORTION OF ACCRUED POST-RETIREMENT BENEFITS | $6,342,765 |
| OPERATING LEASE OBLIGATIONS | $11,783,891 |
| FINANCE LEASE OBLIGATIONS | $64,019 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $18,190,675 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $42,501,891 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,078,469 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $49,496 | OtherRevenueAmt |
| Revenue Not Reported | $2,127,965 | RevenueNotReportedAmt |
| Revenue Subtotal | $40,373,926 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $315,041 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$252,952 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $62,089 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $40,436,015 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $54,894,622 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $252,952 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $252,952 | ExpensesNotReportedAmt |
| Expenses Subtotal | $54,641,670 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $315,041 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $315,041 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $54,956,711 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ASSOCIATION IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE IRC. THE ALA/APA IS EXEMPT UNDER SECTION 501(C)(6) OF THE IRC. THESE SECTION 501(C)(3) AND SECTION 501(C)(6) ORGANIZATIONS ARE TAXED ONLY ON INCOME CLASSIFIED AS UNRELATED BUSINESS INCOME. THE ALA/APA DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE YEARS ENDED AUGUST 31, 2025 OR 2024. THE ASSOCIATION HAS INCOME DERIVED FROM CERTAIN ADVERTISING ACTIVITIES THAT HAS BEEN DETERMINED TO BE UNRELATED BUSINESS INCOME. UNRELATED BUSINESS INCOME IS TAXED IN ACCORDANCE WITH FEDERAL AND STATE INCOME TAX REGULATIONS. THE EDWARDS TRUST IS AN EXEMPT PRIVATE FOUNDATION UNDER SECTION 501(C)(3) OF THE IRC AND IS TAXED ON NET INVESTMENT INCOME AND UNDISTRIBUTED INCOME, AS DEFINED BY THE IRC. TAX RETURNS ARE FILED ON A CALENDAR-YEAR BASIS FOR THE EDWARDS TRUST. THE INCOME TAXES WERE $981 AND $342 FOR THE CALENDAR YEARS 2024 AND 2023, RESPECTIVELY. THE TAX YEARS ENDED 2022, 2023 AND 2024 ARE STILL OPEN TO AUDIT FOR BOTH FEDERAL AND STATE PURPOSES. BASED ON THE EVALUATION OF THE ASSOCIATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION; THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEARS ENDED AUGUST 31, 2025 OR 2024. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | POST-RETIREMENT BENEFITS COST 49,496. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -249,805. FUNDRAISING EXPENSES -3,147. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 249,805. FUNDRAISING EXPENSES 3,147. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCOY & SIMON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 462 ROSEDALE ROAD | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PROFESSIONAL FUNDRAISING SERVICES | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $68,505 | RetainedByContractorAmt |
| Net To Organization | -$68,505 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $68,505 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$68,505 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HOY SCHOLARSHIP SILENT AUCTION | Event1Nm |
| Gross Receipts Event1 | $7,655 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $7,655 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $3,147 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $7,655 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $7,655 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,147 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $3,147 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $4,508 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | GRANTS AND AWARDS | GrantTypeTxt |
| Recipient | 1000 | RecipientCnt |
| Cash Grant | $5,874,787 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | RECIPIENTS OF GRANTS AND OTHER ASSISTANCE FROM THE AMERICAN LIBRARY ASSOCIATION ARE THOSE INDIVIDUALS AND UNITS ENGAGED IN THE FURTHERANCE OF THE DISSEMINATION OF INFORMATION OF VALUE TO THE PROFESSION. THE DISBURSEMENTS ARE AUTHORIZED BY OFFICERS, DIVISION HEADS AND UNIT HEADS AND ARE IN COMPLIANCE WITH THE RULES ESTABLISHED BY THE EXECUTIVE BOARD, COUNCIL AND THE RULES AND BYLAWS OF THE ASSOCIATION. RECIPIENTS, WHERE APPROPRIATE, REPORT TO THE ASSOCIATION ON THE PROGRESS OF THEIR STUDIES AND COMPLETION OF PROJECTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LORELLE HOPKINS | ||||||||||||||
| ASSOCIATE EXECUTIVE DIRECTOR | $215,788 | $0 | $100 | $0 | $0 | $0 | $15,494 | $0 | $22,158 | $0 | $253,540 | $0 | $0 | $0 |
| ALAN INOUYE | ||||||||||||||
| INTERIM ASSOC EXEC DIR (THRU 5/2/25) | $224,029 | $0 | $100 | $0 | $0 | $0 | $14,783 | $0 | $10,151 | $0 | $249,063 | $0 | $0 | $0 |
| MELISSA WALLING | ||||||||||||||
| DEPUTY EXECUTIVE DIRECTOR | $213,039 | $0 | $100 | $0 | $0 | $0 | $15,165 | $0 | $10,508 | $0 | $238,812 | $0 | $0 | $0 |
| DINA TSOURDINIS | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $218,229 | $0 | $100 | $0 | $0 | $0 | $15,117 | $0 | $459 | $0 | $233,905 | $0 | $0 | $0 |
| LESLIE BURGER | ||||||||||||||
| INTERIM EXEC. DIRECTOR (THRU 7/31/25 | $224,487 | $0 | $100 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $224,587 | $0 | $0 | $0 |
| REBECCA HEADRICK | ||||||||||||||
| CHIEF INFORMATION TECHNOLOGY OFFICER | $206,211 | $0 | $100 | $0 | $0 | $0 | $3,377 | $0 | $7,439 | $0 | $217,127 | $0 | $0 | $0 |
| SHERRI VANYEK | ||||||||||||||
| DIR OF INFRASTRUCTURE (THRU 7/7/25) | $157,638 | $0 | $100 | $0 | $0 | $0 | $11,411 | $0 | $35,945 | $0 | $205,094 | $0 | $0 | $0 |
| SHAKIR AKBARI | ||||||||||||||
| DIRECTOR OF ENTERPRISE APPLICATIONS | $158,226 | $0 | $100 | $0 | $0 | $0 | $11,411 | $0 | $19,772 | $0 | $189,509 | $0 | $0 | $0 |
| GEORGE KENDALL | ||||||||||||||
| SENIOR DIRECTOR, PUBLISHING & MEDIA | $170,773 | $0 | $100 | $0 | $0 | $0 | $11,882 | $0 | $1,220 | $0 | $183,975 | $0 | $0 | $0 |
| DENISE MORITZ | ||||||||||||||
| DIRECTOR OF FINANCIAL REPORTING & CO | $151,244 | $0 | $100 | $0 | $0 | $0 | $10,768 | $0 | $14,081 | $0 | $176,193 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | ALL EMPLOYEES RECEIVED A $100 EMPLOYEE APPRECIATION BONUS IN JANUARY 2024. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE ALA EXECUTIVE COMMITTEE CONSISTS OF THE PRESIDENT OF THE ASSOCIATION (WHO SERVES AS CHAIR), THE PRESIDENT-ELECT, THE IMMEDIATE PAST PRESIDENT, THE TREASURER, AND (EX OFFICIO) THE EXECUTIVE DIRECTOR. THE COMMITTEE CARRIES OUT ADMINISTRATIVE FUNCTIONS ON BEHALF OF THE ASSOCIATION AND THE BOARD; REVIEWS AND DISCUSSES ADMINISTRATIVE AND POLICY ISSUES THAT NEED TO BE BROUGHT TO THE ATTENTION OF THE FULL BOARD; APPROVES BOARD AGENDAS, MEETING TIMES, AND DATES; REVIEWS AND BRINGS TO THE FULL BOARD FOR APPROVAL THE DATES, SITES, AND SCHEDULES FOR ALA CONFERENCES; PERFORMS CEREMONIAL ACTIVITIES AS REPRESENTATIVES OF ALA; HANDLES ADMINISTRATIVE COMMUNICATIONS OF THE ORGANIZATION AND THE BOARD; RECOMMENDS ALA'S RELATIONSHIPS WITH EXTERNAL ORGANIZATIONS AND INDIVIDUALS; BRINGS RECOMMENDATIONS REGARDING NOMINATIONS AND APPOINTMENTS TO THE FULL BOARD FOR APPROVAL; REVIEWS AND APPROVES CALLS FOR VOTES BETWEEN MEETINGS; PERFORMS OTHER DUTIES AS REQUIRED. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ALA BYLAWS WERE AMENDED TO UPDATE THE COMPOSITION OF THE EXECUTIVE BOARD AND TO REMOVE ANNUAL ESTIMATES OF INCOME. AS REVISED, ARTICLE V, SECTION 1 NOW PROVIDES THAT THE EXECUTIVE BOARD CONSISTS OF THIRTEEN MEMBERS, INCLUDING THE FOUR OFFICERS OF THE ASSOCIATION, THE IMMEDIATE PAST PRESIDENT, AND EIGHT COUNCILORS ELECTED BY COUNCIL TO THREE YEAR TERMS. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION IS A STOCKLESS CORPORATION GOVERNED BY ITS MEMBERSHIP. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS ELECT THE GOVERNING BODY, THE EXECUTIVE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | DUES SHALL BE SET BY THE EXECUTIVE BOARD WITH APPROVAL BY THE COUNCIL. NO DUES INCREASE SHALL EXCEED THE CONSUMER PRICE INDEX PERCENTAGE CHANGE FOR THE PRECEDING TWELVE (12) MONTHS EXCEPT AS APPROVED BY THE COUNCIL AND RATIFIED BY THE MEMBERS OF THE ASSOCIATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY THE ASSOCIATION'S INDEPENDENT ACCOUNTANT AND REVIEWED BY THE ASSOCIATION'S INTERNAL STAFF. AN ELECTRONIC COPY OF THE FORM 990 IS PROVIDED TO THE EXECUTIVE COMMITTEE PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EXECUTIVE BOARD MEMBERS ARE REQUIRED TO SIGN AND SUBMIT A CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. ALL ASSOCIATION EMPLOYEES, INCLUDING KEY EMPLOYEES, ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT UPON EMPLOYMENT AND ARE BOUND BY THE TERMS OF THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION LEVELS FOR THE EXECUTIVE DIRECTOR, KEY EMPLOYEES AND ALL OTHER STAFF ARE APPROVED BY THE EXECUTIVE BOARD DURING THE ANNUAL BUDGET PROCESS. THE EXECUTIVE DIRECTOR HAS A WRITTEN EMPLOYMENT CONTRACT. CHANGES IN COMPENSATION LEVELS ARE BASED ON PERFORMANCE. AS CONSIDERED NECESSARY, COMPENSATION LEVELS ARE COMPARED TO OTHER COMPARABLE ORGANIZATIONS THROUGH A REVIEW OF FORM 990 FILINGS AND COMPENSATION SURVEYS/STUDIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS AVAILABLE ONLINE VIA ITS WEBSITE. FORM 990, FORM 990-T, AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. |
| FORM 990, PART XI, LINE 9: | POST-RETIREMENT BENEFITS COST 49,496. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| ALA ALLIED PROFESSIONAL ASSOCIATION | ||||||||||
| 225 N MICHIGAN AVENUE SUITE 1300 | CHICAGO | IL | 60601 | 320077152 | PROMOTION OF LIBRARIANS AND LIBRARY WORKERS | IL | 501(C)(6) | AMERICAN LIBRARY ASSOCIATION | Yes (1) | |
| MARGARET ALEXANDER EDWARDS TRUST | ||||||||||
| 225 N MICHIGAN AVENUE SUITE 1300 | CHICAGO | IL | 606017616 | 526389629 | PROMOTION OF READING AMONG YOUNG ADULTS | IL | 501(C)(3) | AMERICAN LIBRARY ASSOCIATION | Yes (1) | PF |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ALA ALLIED PROFESSIONAL ASSOCIATION | ||
| M | $131,967 | FMV |
| ALA ALLIED PROFESSIONAL ASSOCIATION | ||
| L | $35,000 | INDIRECT COST STUDY |