ASSOCIATION FOR DIAGNOSTICS & LABORATORY MEDICINE INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATION FOR DIAGNOSTICS & LABORATORY MEDICINE INC (EIN 39-0977801)
- Tax period
- 2022-04-01 to 2023-03-31
- Filed
- 2024-02-12
- IRS object ID
- 202420439349301502
- Schema version
- 2022v5.0
- 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 F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-12T09:15:17-06:00 | ReturnTs |
| Tax Period End | 2023-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 NORTH GLEBE ROAD SUITE 200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390977801 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION FOR DIAGNOSTICS & LABORATORY | BusinessNameLine1Txt |
| Business Name Line2 | MEDICINE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASSO | BusinessNameControlTxt |
| Phone | 2028570717 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 SEVENTH STREET NW 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARITEL DASCO | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2024207614 | PhoneNum |
| Signature | 2024-02-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARITEL | PersonFirstNm |
| Person Last | DASCO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT WILLIAMS | PreparerPersonNm |
| PTIN | P01345960 | PTIN |
| Phone | 5712279500 | PhoneNum |
| Preparation | 2024-02-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AACC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARITEL DASCO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 SEVENTH STREET NW 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,891,557 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MYADLM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | ADVANCING THE PRACTICE AND PROFESSION OF CLINICAL LABORATORY SCIENCE AND MEDICINE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 72 | TotalEmployeeCnt |
| Total Volunteers | 168 | TotalVolunteersCnt |
| Total Gross UBI | $1,408,280 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $18,201 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,852,222 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,986,194 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,901,098 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,622,427 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,123,863 | PYInvestmentIncomeAmt |
| CY Investment Income | $385,347 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,273,277 | PYOtherRevenueAmt |
| CY Other Revenue | $1,367,880 | CYOtherRevenueAmt |
| PY Total Revenue | $18,150,460 | PYTotalRevenueAmt |
| CY Total Revenue | $21,361,848 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $112,112 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $122,531 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,298,258 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,129,138 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,165,648 | PYOtherExpensesAmt |
| CY Other Expenses | $13,083,582 | CYOtherExpensesAmt |
| PY Total Expenses | $18,576,018 | PYTotalExpensesAmt |
| CY Total Expenses | $22,335,251 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$425,558 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$973,403 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,632,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,658,902 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,615,710 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,280,462 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,017,276 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,378,440 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ADLM (ASSOCIATION FOR DIAGNOSTICS & LABORATORY MEDICINE), FORMERLY THE AMERICAN ASSOCIATION FOR CLINICAL CHEMISTRY, PROVIDES GLOBAL LEADERSHIP IN ADVANCING THE PRACTICE AND PROFESSION OF CLINICAL LABORATORY SCIENCE AND MEDICINE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,157,664 | ExpenseAmt |
| Grant | $8,000 | GrantAmt |
| Revenue | $14,648,179 | RevenueAmt |
| Desc | ANNUAL MEETINGS AND EXPOS - ADLM'S ANNUAL SCIENTIFIC MEETING SHOWCASES VITAL RESEARCH IN LABORATORY MEDICINE AND IMPORTANT UPDATES IN THE FIELD. ATTENDED BY MORE THAN 16,000 ATTENDEES IN-PERSON AND VIRTUALLY IN FISCAL YEAR 2023, THE ANNUAL SCIENTIFIC MEETING INCLUDES EDUCATIONAL OPPORTUNITIES IN THE FORM OF LECTURES, PLENARY SESSIONS, SCIENTIFIC SESSIONS, AND ROUNDTABLE SESSIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,356,116 | ExpenseAmt |
| Grant | $3,000 | GrantAmt |
| Revenue | $1,179,492 | RevenueAmt |
| Desc | MARKETING AND COMMUNICATIONS - THIS PROGRAM ENHANCES THE AWARENESS OF LABORATORY MEDICINE, PROMOTES ADLM'S PROGRAMS AND MEMBERSHIP, SUPPORTS PROFESSIONAL GROWTH AND CAREER DEVELOPMENT FOR MEMBERS, AND INCLUDES CLINICAL LABORATORY NEWS, THE LEADING NONPROFIT MONTHLY NEWS MAGAZINE IN THE FIELD, WHICH PROVIDES TRUSTED NEWS ANALYSIS IN LABORATORY MEDICINE TO BOTH MEMBER AND NONMEMBER SUBSCRIBERS. MYADLM.ORG RECEIVES NEARLY 1.8 MILLION VISITORS ANNUALLY, AND IN FISCAL YEAR 2023, ADLM'S PRESS PROGRAM PUT OUT 24 PRESS RELEASES TO RAISE PUBLIC AWARENESS ABOUT THE ESSENTIAL ROLE THAT LABORATORY MEDICINE PROFESSIONALS PLAY IN ENSURING THAT PATIENTS RECEIVE HIGH QUALITY HEALTHCARE. THESE RELEASES REACHED 3.37 BILLION VISITORS THROUGH A PICK UP IN ONLINE OUTLETS, AND LED TO 66 NEWS ARTICLES AND TV/RADIO SEGMENTS ABOUT ADLM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,011,579 | ExpenseAmt |
| Grant | $22,500 | GrantAmt |
| Desc | ADLM'S SCIENCE & PRACTICE PROGRAMS, GOVERNMENT AFFAIRS, AND THE GLOBAL LAB QUALITY INITIATIVE (GLQI), WHICH PARTNERS WITH NATIONAL SOCIETIES TO IMPROVE THE QUALITY OF LABORATORY TESTING WORLDWIDE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (5 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $880,538 | $89,031 | $1,104,545 | MEMBERSHIP - GROWS AND SUSTAINS A VIBRANT AND ENGAGED MEMBERSHIP OF OVER 6,000 CLINICAL LABORATORY PROFESSIONALS, PHYSICIANS, RESEARCH SCIENTISTS, AND OTHERS INVOLVED IN DEVELOPING TESTS AND DIRECTING LABORATORY OPERATIONS, AND SUPPORTS PROFESSIONAL GROWTH AND CAREERDEVELOPMENT FOR ITS MEMBERS. |
| $1,048,296 | $206,237 | EDUCATION & CONFERENCES - BEYOND ADLM'S ANNUAL MEETING AND EXPOS, ADLM STRIVES TO IMPROVE HEALTHCARE THROUGH LABORATORY MEDICINE BY OFFERING EDUCATION AND CONFERENCE OPPORTUNITIES. | |
| $72,875 | ADLM'S MANAGEMENT SERVICES - ADLM PROVIDES BACK OFFICE SERVICES TO LIKE MINDED EXEMPT ORGANIZATIONS. | ||
| $1,092,397 | $421,862 | PUBLICATIONS - ADLM HAS TWO PRIMARY PUBLICATIONS:CLINICAL CHEMISTRY IS A MONTHLY JOURNAL THAT DISSEMINATES SCIENTIFIC INFORMATION AND EDUCATION THROUGH PEER REVIEWED ARTICLES AND IS DISTRIBUTED THROUGHOUT THE UNITED STATES AS WELL AS INTERNATIONALLY. THE JOURNAL OF APPLIED LABORATORY MEDICINE IS AN INTERNATIONAL, PEER-REVIEWED JOURNAL THAT SHOWCASES APPLIED RESEARCH ON CLINICALLY RELEVANT LABORATORY TOPICS AS WELL AS COMMENTARY ON THE PRACTICE OF CLINICAL CHEMISTRY AND LABORATORY MEDICINE. IT IS PUBLISHED BIMONTHLY ONLINE. | |
| $109,175 | UNIVERSAL SAMPLE BANK PROGRAM - SUPPORTS CLINICAL STUDIES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,021,231 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $89,031 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,914,694 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $16,546,590 | 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 | 0 | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 240 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 72 | 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 | 0 | QuidProQuoContributionsInd |
| 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | 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 | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARITEL DASCO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024207614 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 SEVENTH STREET NW SUITE 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| MARK GOLDEN | ||||||||
| CEO | 35.00 | Yes (X) | $446,545 | $0 | $50,186 | |||
| BETH HAMPTON | ||||||||
| CHIEF ENGAGEMENT & MEM. OF | 35.00 | $303,776 | $0 | $52,719 | Yes (X) | |||
| LORETTA DOAN | ||||||||
| CHIEF SCIENCE & POLICY OFF | 35.00 | $297,339 | $0 | $45,829 | Yes (X) | |||
| SUSAN MEDICK | ||||||||
| CHIEF FINANCIAL & OPERATIO | 35.00 | Yes (X) | $271,581 | $0 | $36,100 | |||
| STEPHEN POSTON | ||||||||
| CHIEF TECHNOLOGY & EVENTS | 35.00 | $260,757 | $0 | $35,081 | Yes (X) | |||
| VINCENT STINE | ||||||||
| SR. DIR. GOV./GLOBAL AFFAIRS | 35.00 | $221,861 | $0 | $46,848 | Yes (X) | |||
| SURANGA SILVA | ||||||||
| SR. DIR. IT | 35.00 | $200,324 | $0 | $44,580 | Yes (X) | |||
| THEODORE MORGAN | ||||||||
| DIR. DIGITAL SERVICES | 35.00 | $181,710 | $0 | $42,633 | Yes (X) | |||
| MOLLY POLEN | ||||||||
| SR. DIR. COMM/PR | 35.00 | $191,056 | $0 | $28,991 | Yes (X) | |||
| JOHN BOYLE | ||||||||
| SR. DIR. PUBLICATIONS | 35.00 | $178,457 | $0 | $26,784 | Yes (X) | |||
| JOE M EL-KHOURY PHD DABCC FADLM T | ||||||||
| DIRECTOR | 2.00 | $1,750 | $0 | $0 | Yes (X) | |||
| SHANNON HAYMOND PHD DABCC FADLM | ||||||||
| PRESIDENT | 5.00 | Yes (X) | $250 | $0 | $0 | Yes (X) | ||
| CHRISTOPHER MCCUDDEN PHD DABCC | ||||||||
| DIRECTOR | 2.00 | $500 | $0 | $0 | Yes (X) | |||
| Y VICTORIA ZHANG PHD MBA DABCC F | ||||||||
| TREASURER (BEGAN 8/22) | 2.00 | Yes (X) | $250 | $0 | $0 | Yes (X) | ||
| PAUL JANNETTO PHD DABCC FADLM | ||||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| OCTAVIA PECK PALMER PHD FADLM | ||||||||
| PRESIDENT-ELECT | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ALISON WOODWORTH PHD FADLM | ||||||||
| DIRECTOR (THRU 8/22) | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| DAVID GRENACHE PHD DABCC MT | ||||||||
| PAST PRESIDENT (THRU 8/22) | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| STEVEN KAZMIERCZAK PHD DABCC FADLM | ||||||||
| TREASURER (THRU 8/22) | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| STEPHEN MASTER MD PHD FADLM | ||||||||
| PAST PRESIDENT | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARK MARZINKE PHD DABCC FADLM | ||||||||
| DIRECTOR (THRU 8/22) | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| DAVID SHIEMBOB CASCP MBA | ||||||||
| DIRECTOR (THRU 8/22) | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| CHRISTINE SCHMOTZER MD | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| BONNY LEWIS VAN PHD FADLM HCLD | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| ERIKA DEATON-MOHNEY BS MTASCP CPP | ||||||||
| DIRECTOR (BEGAN 8/22) | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| DANIEL T HOLMES MD FRCPC | ||||||||
| DIRECTOR (BEGAN 8/22) | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| STANLEY F LO PHD DABCC FADLM | ||||||||
| DIRECTOR (BEGAN 8/22) | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| YUSHENG ZHU PHD DABCC FAACC | ||||||||
| DIRECTOR (BEGAN 8/22) | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,556,156 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $409,751 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 22 | 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 |
|---|---|---|---|---|---|
| FREEMAN | |||||
| PO BOX 734596 | DALLAS | TX | 75373 | ANNUAL MEETING A/V, SIGNAGE, & DECORATIN | $1,865,913 |
| J SPARGO & ASSOCIATES | |||||
| 11208 WAPLES MILL RD STE 112 | FAIRFAX | VA | 22030 | ANNUAL MEETING MANAGEMENT | $1,035,208 |
| MCCORMICK PLACE | |||||
| 2301 S DR MARTIN LUTHER KING JR | CHICAGO | IL | 60616 | ANNUAL MEETING VENUE, ELECTRICAL, LIGHTI | $525,049 |
| SYNERGY CREATIVE | |||||
| 1039 W LAKE STREET | CHICAGO | IL | 60607 | ANNUAL MEETING MARKETING | $521,049 |
| RA CONSULTING | |||||
| 2700 N MAIN STREET SUITE 1070 | SANTA ANA | CA | 92705 | ANNUAL MEETING SECURITY | $368,792 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,986,194 | AllOtherContributionsAmt |
| Total Contributions | $1,986,194 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONFERENCES, MEETINGS & EDUCATION | 900099 | $15,050,316 | $14,854,416 | $195,900 |
| MARKETING & COMMUNICATIONS | 541800 | $1,179,492 | $6,215 | $1,173,277 |
| MEMBERSHIP DUES | 900099 | $1,104,545 | $1,104,545 | |
| PUBLICATIONS | 900099 | $215,199 | $215,199 | |
| MANAGEMENT SERVICES | 561000 | $72,875 | $72,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,622,427 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $636,644 | TotalRevenueColumnAmt |
| Exclusion | $636,644 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,247,942 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $39,103 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,208,839 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,272,413 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,523,710 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$251,297 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$251,297 | TotalRevenueColumnAmt |
| Exclusion | -$251,297 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $16,162 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $5,999 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,163 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,163 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNIVERSAL SAMPLE BANK | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $109,775 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $109,775 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $109,775 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,361,848 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,373,188 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,408,280 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,594,186 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,131 | TotalAmt |
| Program Services | $68,131 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,225 | TotalAmt |
| Program Services | $46,225 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,175 | TotalAmt |
| Program Services | $8,175 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,775,340 | TotalAmt |
| Program Services | $891,069 | ProgramServicesAmt |
| Management And General | $884,271 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,731,102 | TotalAmt |
| Program Services | $3,734,781 | ProgramServicesAmt |
| Management And General | $1,996,321 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,591 | TotalAmt |
| Program Services | $319,663 | ProgramServicesAmt |
| Management And General | $171,928 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $642,083 | TotalAmt |
| Program Services | $371,797 | ProgramServicesAmt |
| Management And General | $270,286 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $489,022 | TotalAmt |
| Program Services | $305,564 | ProgramServicesAmt |
| Management And General | $183,458 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,104 | TotalAmt |
| Program Services | $32,566 | ProgramServicesAmt |
| Management And General | $93,538 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,670 | TotalAmt |
| Management And General | $41,670 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,000 | TotalAmt |
| Program Services | $116,000 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,808 | TotalAmt |
| Management And General | $87,808 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,170,801 | TotalAmt |
| Program Services | $1,999,242 | ProgramServicesAmt |
| Management And General | $171,559 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,381 | TotalAmt |
| Program Services | $200,381 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $907,199 | TotalAmt |
| Program Services | $739,772 | ProgramServicesAmt |
| Management And General | $167,427 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $966,566 | TotalAmt |
| Program Services | $294,938 | ProgramServicesAmt |
| Management And General | $671,628 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,362 | TotalAmt |
| Program Services | $1,362 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,169,553 | TotalAmt |
| Program Services | $788,992 | ProgramServicesAmt |
| Management And General | $380,561 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,089,745 | TotalAmt |
| Program Services | $826,341 | ProgramServicesAmt |
| Management And General | $263,404 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,619,793 | TotalAmt |
| Program Services | $4,450,679 | ProgramServicesAmt |
| Management And General | $169,114 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,926 | TotalAmt |
| Management And General | $4,926 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,145 | TotalAmt |
| Program Services | $150,883 | ProgramServicesAmt |
| Management And General | $73,262 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,266 | TotalAmt |
| Program Services | $42,460 | ProgramServicesAmt |
| Management And General | $73,806 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PRINTING & PRODUCTION | $1,032,610 | $1,032,606 | $4 |
| DUES | $58,319 | $47,665 | $10,654 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,334 | TotalAmt |
| Program Services | $77,298 | ProgramServicesAmt |
| Management And General | $73,036 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,335,251 | TotalAmt |
| Program Services | $16,546,590 | ProgramServicesAmt |
| Management And General | $5,788,661 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,409 | BOYAmt |
| EOY | $1,431,151 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,027,296 | BOYAmt |
| EOY | $3,301,232 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,180,209 | BOYAmt |
| EOY | $1,549,988 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,211,091 | BOYAmt |
| EOY | $1,317,541 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,850,579 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,890,629 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,146,994 | BOYAmt |
| EOY | $959,950 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,817,987 | BOYAmt |
| EOY | $21,308,036 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $7,791,004 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,632,986 | BOYAmt |
| EOY | $37,658,902 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,202,086 | BOYAmt |
| EOY | $1,380,870 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,913,645 | BOYAmt |
| EOY | $12,405,294 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $646,000 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,853,979 | BOYAmt |
| EOY | $10,494,298 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,615,710 | BOYAmt |
| EOY | $24,280,462 | 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 | $10,812,451 | BOYAmt |
| EOY | $8,791,101 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,204,825 | BOYAmt |
| EOY | $4,587,339 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,017,276 | BOYAmt |
| EOY | $13,378,440 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,632,986 | BOYAmt |
| EOY | $37,658,902 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$973,403 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,665,433 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | $1,401,991 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,440,741 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,880,404 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,852,222 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,986,194 | CurrentTaxYearAmt |
| Total | $11,561,552 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,466,485 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,391,247 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,729,628 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,408,561 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,269,412 | CurrentTaxYearAmt |
| Total | $69,265,333 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,868,476 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,831,988 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,610,032 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,260,783 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,255,606 | CurrentTaxYearAmt |
| Total | $80,826,885 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,618,864 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,709 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,851,191 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,141,243 | CurrentTaxYearAmt |
| Total | $7,636,007 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,618,864 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,709 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,851,191 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,141,243 | CurrentTaxYearAmt |
| Total | $7,636,007 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $73,190,878 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $888,348 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $914,639 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,945,697 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,100,563 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,845,483 | CurrentTaxYearAmt |
| Total | $7,694,730 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $888,348 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $914,639 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,945,697 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,100,563 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,845,483 | CurrentTaxYearAmt |
| Total | $7,694,730 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,800 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,064 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,624 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,694 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,201 | CurrentTaxYearAmt |
| Total | $95,383 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $894,167 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $704,266 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $271,906 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,580 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $109,775 | CurrentTaxYearAmt |
| Total | $1,991,694 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,688,791 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,453,957 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,834,259 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,401,620 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,230,065 | CurrentTaxYearAmt |
| Total | $90,608,692 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.80780 | PublicSupportCY509Pct |
| Public Support PY509 | 0.84860 | PublicSupportPY509Pct |
| Investment Income CY | 0.08490 | InvestmentIncomeCYPct |
| Investment Income PY | 0.07350 | 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 Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,035 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $466,735 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $472,770 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $20,921,437 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $21,394,207 | 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 | $866,163 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,866,163 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,799,245 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $348,074 | CurrentYearMinus3Amt |
| Current Year Minus2 | $335,750 | CurrentYearMinus2Amt |
| Current Year Minus1 | $261,703 | CurrentYearMinus1Amt |
| Current Year | $472,770 | CurrentYearAmt |
| Total | $1,418,297 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $216,541 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $966,541 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,449,812 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,035 | CurrentYearAmt |
| Total | $6,035 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,799,940 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$264,286 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $59,979 | OtherExpendituresAmt |
| End Year Balance | $4,475,675 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,670,135 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $153,752 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $23,947 | OtherExpendituresAmt |
| End Year Balance | $4,799,940 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,040,994 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $647,410 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $18,269 | OtherExpendituresAmt |
| End Year Balance | $4,670,135 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,703,127 | BeginningYearBalanceAmt |
| Contributions | $2,344 | ContributionsAmt |
| Investment Earnings Or Losses | $452,882 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $117,359 | OtherExpendituresAmt |
| End Year Balance | $4,040,994 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,912,129 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$142,816 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $66,186 | OtherExpendituresAmt |
| End Year Balance | $3,703,127 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.79945 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20055 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,866,597 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,190,293 | DepreciationAmt |
| Book Value | $676,304 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $838,487 | OtherCostOrOtherBasisAmt |
| Depreciation | $586,281 | DepreciationAmt |
| Book Value | $252,206 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,145,495 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,114,055 | DepreciationAmt |
| Book Value | $31,440 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $959,950 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE ASSET | Desc |
| Book Value | $7,791,004 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $7,791,004 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $10,494,298 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,494,298 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TARGET AMOUNTS TO BE RETAINED WITHIN EACH ENDOWMENT ARE ESTABLISHED DURING THE ANNUAL BUDGET PROCESS. ASSOCIATION STAFF DISBURSES ALLOWABLE FUNDS FOR EXPENDITURES IN ACCORDANCE WITH DONOR STIPULATIONS. IN ESTABLISHING THIS POLICY, THE ASSOCIATION CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENTS. ACCORDINGLY, OVER THE LONG TERM, THE ASSOCIATION EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO GROW AT A REASONABLE RATE EACH YEAR. THIS IS CONSISTENT WITH THE ASSOCIATION'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY OR FOR A SPECIFIED TERM AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. |
| PART X, LINE 2: | THE ASSOCIATION IS EXEMPT FROM PAYMENT OF INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, THE ASSOCIATION IS SUBJECT TO AND PAYS UNRELATED BUSINESS INCOME TAXES ON ITS ADVERTISING INCOME. THE ASSOCIATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | PROGRAM SERVICE | GLQI ASSESSMENT OF TRAINING FOR POCT DEVICES IN THE PHILIPPINES. | $26,533 |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 0 | 0 | PROGRAM SERVICE | 2022 AACC MIDDLE EAST CONFERENCE | $369,690 |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 0 | 0 | PROGRAM SERVICES | GLQI ASSESSMENT OF TRAINING FOR POCT DEVICES IN BOLIVIA. | $39,853 |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 0 | 0 | PROGRAM SERVICES | GLQI BOLIVIA WORKSHOP | $28,480 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | PROGRAM GRANTS | GRANTS | $3,350 |
| NORTH AMERICA | 0 | 0 | PROGRAM GRANTS | GRANTS | $2,375 |
| SOUTH AMERICA | 0 | 0 | PROGRAM GRANTS | GRANTS | $1,100 |
| SOUTH ASIA | 0 | 0 | PROGRAM GRANTS | GRANTS | $500 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM GRANTS | GRANTS | $850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $471,881 | SubtotalSpentAmt |
| Continuation Spent | $850 | ContinuationSpentAmt |
| Total Spent | $472,731 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| PROGRAM GRANT | EAST ASIA AND THE PACIFIC | 3 | $750 | CHECK |
| PROGRAM GRANT | EAST ASIA AND THE PACIFIC | 2 | $2,600 | WIRE TRANSFER |
| PROGRAM GRANT | NORTH AMERICA (NON US) | 4 | $2,375 | CHECK |
| PROGRAM GRANT | SOUTH AMERICA | 2 | $200 | CHECK |
| PROGRAM GRANT | SOUTH AMERICA | 3 | $900 | WIRE TRANSFER |
| PROGRAM GRANT | SOUTH ASIA | 1 | $250 | CHECK |
| PROGRAM GRANT | SOUTH ASIA | 1 | $250 | CHECK |
| PROGRAM GRANT | EUROPE (INCLUDING ICELAND & GREENLAND) | 2 | $350 | CHECK |
| PROGRAM GRANT | EUROPE (INCLUDING ICELAND & GREENLAND) | 1 | $500 | WIRE TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | ADLM PRESENTS SEVERAL AWARDS EACH YEAR TO CLINICAL CHEMISTS AND OTHER CLINICAL SCIENTISTS WHO WORK IN THE FIELD OF CLINICAL LABORATORY SCIENCE. THESE AWARDS ARE PRESENTED TO: -RECOGNIZE THE OUTSTANDING ACHIEVEMENTS BY THESE INDIVIDUALS -MAKE THE SCIENTIFIC COMMUNITY AND GENERAL PUBLIC AWARE OF EXCEPTIONAL CONTRIBUTIONS BY CLINICAL CHEMISTS TO THE DEVELOPMENT OF THE SCIENCE OF CLINICAL CHEMISTRY AND THE IMPROVEMENT OF HEALTH CARE -STIMULATE AND ENCOURAGE OTHER SCIENTISTS TO ACCELERATE THEIR EFFORTS TO CONTRIBUTE TO THE ADVANCEMENT OF THE FIELD OF CLINICAL LABORATORY SCIENCE |
| PART III ACCOUNTING METHOD: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHEAST SECTION OF THE AMERICAN ASSOCIATION FOR CLINICAL CHEMISTRY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 PRESQUE ISLE DRIVE | AddressLine1Txt |
| City | HOUMA | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70363 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 570986180 | RecipientEIN |
| IRC Section | 501(C)3 | IRCSectionDesc |
| Cash Grant | $5,137 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | CONTRIBUTION TO ADLM LOCAL SECTION | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | GRANTS/AWARDS | GrantTypeTxt |
| Recipient | 48 | RecipientCnt |
| Cash Grant | $46,225 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ADLM PRESENTS SEVERAL AWARDS EACH YEAR TO CLINICAL CHEMISTS AND OTHER CLINICAL SCIENTISTS WHO WORK IN THE FIELD OF CLINICAL LABORATORY SCIENCE. THESE AWARDS ARE PRESENTED TO: -RECOGNIZE THE OUTSTANDING ACHIEVEMENTS BY THESE INDIVIDUALS -MAKE THE SCIENTIFIC COMMUNITY AND GENERAL PUBLIC AWARE OF EXCEPTIONAL CONTRIBUTIONS BY CLINICAL CHEMISTS TO THE DEVELOPMENT OF THE SCIENCE OF CLINICAL CHEMISTRY AND THE IMPROVEMENT OF HEALTH CARE -STIMULATE AND ENCOURAGE OTHER SCIENTISTS TO ACCELERATE THEIR EFFORTS TO CONTRIBUTE TO THE ADVANCEMENT OF THE FIELD OF CLINICAL LABORATORY SCIENCE GENERAL RESEARCH GRANT APPLICATIONS WILL BE EVALUATED USING THE FOLLOWING SCIENTIFIC CRITERIA: -ORIGINALITY; -SCOPE; -SCIENTIFIC SIGNIFICANCE; -SOUNDNESS OF RESEARCH PLAN; -DEGREE OF ACHIEVABILITY; -POTENTIAL FOR THE PROJECT TO LEAD TO FURTHER EXPLORATION BEYOND GRANT PERIOD; AND -TRANSFERABILITY OF RESEARCH FINDINGS TO ACTUAL PRACTICE. ADMINISTRATIVE CRITERIA USED WILL INCLUDE: -DEGREE TO WHICH THE RESEARCH PROPOSAL IS CRITICAL TO THE CAREER OF THE APPLICANT; -DEGREE TO WHICH ADLM FUNDING IS CRITICAL TO THE START OF THE PROJECT; -ADEQUACY OF THE FACILITY PROPOSED; AND -SATISFACTORY BUDGET. PREFERENCE FOR RESEARCH GRANTS WILL BE GIVEN TO YOUNG INVESTIGATORS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK GOLDEN | ||||||||||||||
| CEO | $406,245 | $0 | $40,300 | $0 | $0 | $0 | $30,500 | $0 | $19,686 | $0 | $496,731 | $0 | $0 | $0 |
| BETH HAMPTON | ||||||||||||||
| CHIEF ENGAGEMENT & MEM. OF | $303,776 | $0 | $0 | $0 | $0 | $0 | $30,500 | $0 | $22,219 | $0 | $356,495 | $0 | $0 | $0 |
| LORETTA DOAN | ||||||||||||||
| CHIEF SCIENCE & POLICY OFF | $297,339 | $0 | $0 | $0 | $0 | $0 | $29,994 | $0 | $15,835 | $0 | $343,168 | $0 | $0 | $0 |
| SUSAN MEDICK | ||||||||||||||
| CHIEF FINANCIAL & OPERATIO | $271,581 | $0 | $0 | $0 | $0 | $0 | $27,534 | $0 | $8,566 | $0 | $307,681 | $0 | $0 | $0 |
| STEPHEN POSTON | ||||||||||||||
| CHIEF TECHNOLOGY & EVENTS | $260,757 | $0 | $0 | $0 | $0 | $0 | $26,515 | $0 | $8,566 | $0 | $295,838 | $0 | $0 | $0 |
| VINCENT STINE | ||||||||||||||
| SR. DIR. GOV./GLOBAL AFFAIRS | $221,861 | $0 | $0 | $0 | $0 | $0 | $23,129 | $0 | $23,719 | $0 | $268,709 | $0 | $0 | $0 |
| SURANGA SILVA | ||||||||||||||
| SR. DIR. IT | $200,324 | $0 | $0 | $0 | $0 | $0 | $20,771 | $0 | $23,809 | $0 | $244,904 | $0 | $0 | $0 |
| THEODORE MORGAN | ||||||||||||||
| DIR. DIGITAL SERVICES | $181,710 | $0 | $0 | $0 | $0 | $0 | $18,824 | $0 | $23,809 | $0 | $224,343 | $0 | $0 | $0 |
| MOLLY POLEN | ||||||||||||||
| SR. DIR. COMM/PR | $191,056 | $0 | $0 | $0 | $0 | $0 | $19,322 | $0 | $9,669 | $0 | $220,047 | $0 | $0 | $0 |
| JOHN BOYLE | ||||||||||||||
| SR. DIR. PUBLICATIONS | $178,457 | $0 | $0 | $0 | $0 | $0 | $18,218 | $0 | $8,566 | $0 | $205,241 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | TRAVEL FOR THE BOARD PRESIDENT'S SPOUSE OR COMPANION TO THE ANNUAL MEETING TAXABLE TO THE RECIPIENT |
| PART I, LINE 1B | THE POLICY OF THE ASSOCIATION IS NOT TO PAY FOR SPOUSAL OR COMPANION TRAVEL EXPENSES. TWO EXCEPTIONS ARE MADE - THE ASSOCIATION PAYS TRAVEL EXPENSES FOR THE BOARD PRESIDENT'S SPOUSE OR COMPANION TO THE ANNUAL MEETING, AND MAY WAIVE INCIDENTAL, DE MINIMUS, EXPENSES. |
| PART I, LINE 3 | THE PERFORMANCE & COMPENSATION COMMITTEE (P&CC) IS CHARGED WITH DETERMINING COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE BOARD OF DIRECTORS SHALL HAVE AN EXECUTIVE COMMITTEE CONSISTING OF THE OFFICERS OF THE ASSOCIATION. THE PRESIDENT SHALL SERVE AS CHAIR OF THIS COMMITTEE AND THE CHIEF EXECUTIVE OFFICER SHALL FUNCTION, WITHOUT VOTE, AS ITS SECRETARY. THE EXECUTIVE COMMITTEE SHALL BE EMPOWERED TO ACT FOR AND ON BEHALF OF THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOARD, EXCEPT AS OTHERWISE PROVIDED IN THE BYLAWS. ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE FULL BOARD OF DIRECTORS AS SOON AS PRACTICABLE, SHALL BE SUBJECT TO REVIEW AND RATIFICATION BY THE BOARD, AND SHALL BE RECORDED IN THE MINUTES OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 6 | PERSONS ADMITTED AS MEMBERS SHALL A) POSSESS AN EARNED BACCALAUREATE OR HIGHER DEGREE IN SCIENCE OR MEDICINE OR THE ACADEMIC EQUIVALENT OF THE ABOVE, AND B) BE ENGAGED IN PROFESSIONAL ACTIVITIES COMMONLY ASSOCIATED WITH THE PRACTICE OF CLINICAL CHEMISTRY. ONLY MEMBERS WHO ARE IN GOOD STANDING SHALL HAVE ANY RIGHT, TITLE, OR INTEREST IN THE PROPERTY AND FUNDS OF THE ASSOCIATION. ONLY MEMBERS MAY HOLD ASSOCIATION OFFICE OR ASSOCIATION BOARD, COMMISSION, COMMITTEE, OR TASK FORCE MEMBERSHIPS, AND VOTE IN ELECTIONS OF THE ASSOCIATION OR ANY OF ITS UNITS. ONLY MEMBERS MAY REPRESENT THE ASSOCIATION IN PROFESSIONAL MATTERS. THE CLASSES OF MEMBERS ARE AS FOLLOWS: PROFESSIONAL MEMBERS: INDIVIDUALS WHO HAVE EARNED A BACCALAUREATE OR HIGHER DEGREE IN SCIENCE OR MEDICINE OR THE ACADEMIC EQUIVALENT OF THE ABOVE AND ARE ENGAGED IN PROFESSIONAL ACTIVITIES COMMONLY ASSOCIATED WITH THE PRACTICE OF CLINICAL CHEMISTRY AND LABORATORY MEDICINE MAY BE ADMITTED AS PROFESSIONAL MEMBERS. THE PROFESSIONAL MEMBER SHALL HAVE THE RIGHT TO VOTE, TO MAKE NOMINATIONS, TO HOLD ELECTED OFFICE, AND TO CHAIR, SERVE AND VOTE ON COMMITTEES, AND OTHER PRIVILEGES AS DETERMINED BY THE BOARD OF DIRECTORS. PROFESSIONAL AFFILIATE MEMBERS: INDIVIDUALS WHO HAVE AN INTEREST IN THE FIELD OF CLINICAL CHEMISTRY AND LABORATORY MEDICINE MAY BE ADMITTED AS PROFESSIONAL AFFILIATE MEMBERS. THE PROFESSIONAL AFFILIATE MEMBER SHALL NOT HAVE THE RIGHT TO VOTE, TO MAKE NOMINATIONS, TO HOLD ELECTED OFFICE, NOR TO CHAIR COMMITTEES, BUT MAY BE ENTITLED TO OTHER PRIVILEGES AS DETERMINED BY THE BOARD OF DIRECTORS. TRAINEE MEMBERS: INDIVIDUALS WHO ARE ENGAGED IN FORMAL FULL TIME UNDERGRADUATE, GRADUATE, OR POST-GRADUATE STUDY MAY BE ADMITTED AS TRAINEE MEMBERS. "FULL TIME" IS TO REPRESENT ANY COMBINATION OF COURSE WORK, TEACHING AND/OR RESEARCH ASSISTANTSHIPS, OR FELLOWSHIPS THAT THE RESPECTIVE INSTITUTION CONSIDERS A FULL-TIME LOAD. THE TRAINEE MEMBER SHALL NOT HAVE THE RIGHT TO VOTE, TO MAKE NOMINATIONS, TO HOLD ELECTED OFFICE OR TO CHAIR COMMITTEES, BUT MAY BE ENTITLED TO OTHER PRIVILEGES AS DETERMINED BY THE BOARD OF DIRECTORS. TRANSITIONAL MEMBER: TRAINEE MEMBERS AND INDIVIDUALS SEEKING FIRST-TIME MEMBERSHIP WHO HAVE COMPLETED FORMAL UNDERGRADUATE, GRADUATE, OR POST-GRADUATE STUDY MAY BE ADMITTED AS TRANSITIONAL MEMBERS FOR A PERIOD OF TWO YEARS. THE TRANSITIONAL MEMBER SHALL HAVE THE RIGHT TO VOTE, TO MAKE NOMINATIONS, TO HOLD ELECTED OFFICE, AND TO CHAIR, SERVE AND VOTE ON COMMITTEES, AND OTHER PRIVILEGES AS DETERMINED BY THE BOARD OF DIRECTORS. EXPRESS MEMBER: INDIVIDUALS WHO PRACTICE LABORATORY MEDICINE IN AN EMERGING ECONOMY COUNTRY OR INDIVIDUALS FROM ANY COUNTRY WHO HOLD A LABORATORY-RELATED POSITION IN THE HEALTH CARE INDUSTRY ARE ELIGIBLE FOR EXPRESS MEMBERSHIP. THE EXPRESS MEMBER SHALL NOT HAVE THE RIGHT TO VOTE, TO MAKE NOMINATIONS, TO HOLD ELECTED OFFICE, NOR TO CHAIR OR SIT ON COMMITTEES, BUT MAY BE ENTITLED TO OTHER PRIVILEGES AS DETERMINED BY THE BOARD OF DIRECTORS. EMERITUS MEMBER: INDIVIDUALS 65 YEARS OR OLDER WHO HAVE BEEN FULL MEMBERS IN GOOD STANDING FOR A PERIOD OF TWENTY OR MORE YEARS, AND WHO ARE RETIRED FROM THE ACTIVE PRACTICE OF CLINICAL CHEMISTRY AND LABORATORY MEDICINE MAY, UPON WRITTEN REQUEST TO THE ASSOCIATION, BECOME EMERITUS MEMBERS. THE EMERITUS MEMBER SHALL RETAIN ALL THE RIGHTS OF A FULL MEMBER EXCEPT THE RIGHT TO HOLD ELECTED OFFICE AND IS EXEMPT FROM THE PAYMENT OF DUES BUT MAY BE ENTITLED TO OTHER PRIVILEGES AS DETERMINED BY THE BOARD OF DIRECTORS. HONORARY MEMBER: INDIVIDUALS WHO HAVE ATTAINED DISTINCTION BY THEIR CONTRIBUTIONS TO CLINICAL CHEMISTRY AND LABORATORY MEDICINE MAY BE NAMED HONORARY MEMBERS OF THE ASSOCIATION BY THE BOARD OF DIRECTORS. THE HONORARY MEMBER SHALL NOT HAVE THE RIGHT TO VOTE NOR HOLD ELECTED OFFICE IN THE ASSOCIATION NOR BE REQUIRED TO PAY DUES BUT MAY BE ENTITLED TO OTHER PRIVILEGES AS DETERMINED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS SHALL CONSIST OF THE OFFICERS OF THE ASSOCIATION AND SIX (6) MEMBERS ELECTED FROM AND BY THE VOTING MEMBERS OF THE ASSOCIATION. THE CHAIR OF THE ACADEMY COUNCIL AND THE CHAIR OF THE CLINICAL LABORATORY SCIENTISTS COUNCIL SHALL SERVE ON THE BOARD OF DIRECTORS AS EX OFFICIO MEMBERS WITH VOTE. PROFESSIONAL MEMBERS HAVE THE RIGHT TO VOTE, MAKE NOMINATIONS, TO HOLD ELECTED OFFICE, AND TO CHAIR, SERVE AND VOTE ON COMMITTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | AMENDMENTS TO THE BYLAWS, IN WHOLE OR IN PART, SHALL BE PROPOSED BY THE BOARD OF DIRECTORS OR BY AT LEAST TEN (10) PERCENT OF VOTING MEMBERS OF THE ASSOCIATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE FILING IS AVAILABLE, IT IS PROVIDED TO MANAGEMENT FOR THEIR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12 | OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY. DESIGNATED BOARD MEMBERS ARE ASSIGNED RESPONSIBILITY TO CONTINUOSLY MONITOR COMPLIANCE WITH THE CONFLICT-OF-INTEREST POLICY. WHEN A TOPIC FOR WHICH AN INDIVIDUAL HAS A POTENTIAL CONFLICT IS UNDER DISCUSSION, THE INDIVIDUAL IS EXPECTED TO DECLARE THE POTENTIAL CONFLICT, AND AT THE DISCRETION OF THE PRESIDING INDIVIDUAL, ABSTAIN FROM DISCUSSION AND/OR VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PERFORMANCE & COMPENSATION COMMITTEE (P&CC) IS CHARGED WITH DETERMINING COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER. THE P&CC BASED THE POSITION'S SALARY ON INPUT FROM THE SEARCH FIRM, USING MARKET DATA OF EXECUTIVE SEARCHES FOR SIMILAR ORGANIZATIONS AS WELL AS DATA OBTAINED FROM CEO UPDATE. THE P&CC DOCUMENTED ITS DECISION WITH A WRITTEN EMPLOYMENT CONTRACT. OTHER OFFICERS OR KEY EMPLOYEES: ADLM HAS A FORMAL SALARY ADMINISTRATION PROGRAM WITH SALARIES BASED ON GRADES AND INCREASES BASED ON FORMAL EVALUATIONS. THE SALARY RANGES FOR GRADES ARE EVALUATED BY AN OUTSIDE CONSULTANT PERIODICALLY WITH SELECTED BENCHMARK POSITIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS: CONSTITUTION AND BYLAWS ARE POSTED ON MYADLM.ORG UNDER ABOUT ADLM'S GOVERNANCE. CONFLICT OF INTEREST: ADLM ADDRESSES CONFLICT OF INTEREST FOR GENERAL MEMBERS UNDER THE ETHICS GUIDELINES ON MYADLM.ORG UNDER ABOUT ADLM ETHICS GUIDELINES AND FOR BOARD MEMBERS AS ONE OF THE BOARD POLICIES LISTED UNDER THE PASSWORD PROTECTED ADLM LEADERSHIP SECTION ON MYADLM.ORG. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AACC BOARD OF CERTIFICATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 SEVENTH STREET NW SUITE 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831293702 | EIN |
| Primary Activities | CERTIFICATION | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION FOR DIAGNOSTICS & LABORATORY MEDICINE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |