AFS-USA INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- AFS-USA INC (EIN 39-1711417)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-10
- IRS object ID
- 202431319349305228
- 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 M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-10T18:55:27-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391711417 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AFS-USA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AFS- | BusinessNameControlTxt |
| Phone | 2122999000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 WALL STREET 4TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE PINEDO | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6467512004 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHELLE | PersonFirstNm |
| Person Last | PINEDO | 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 | SCOTT THOMPSETT | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 2125990100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TARA HOFMANN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 WALL STREET 4TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $30,149,530 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AFSUSA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | AFSUSA EMPOWERS PEOPLE TO BECOME GLOBALLY ENGAGED CITIZENS VIA INTERCULTURAL EXCHANGES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 158 | TotalEmployeeCnt |
| Total Volunteers | 2465 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,397,489 | PYContributionsGrantsAmt |
| CY Contributions Grants | $18,232,345 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,414,797 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,488,748 | CYProgramServiceRevenueAmt |
| PY Investment Income | $370,797 | PYInvestmentIncomeAmt |
| CY Investment Income | $244,897 | CYInvestmentIncomeAmt |
| PY Other Revenue | $51,891 | PYOtherRevenueAmt |
| CY Other Revenue | $170,656 | CYOtherRevenueAmt |
| PY Total Revenue | $22,234,974 | PYTotalRevenueAmt |
| CY Total Revenue | $28,136,646 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $802,721 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,269,976 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,174,061 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,860,867 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,026,111 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,114,464 | PYOtherExpensesAmt |
| CY Other Expenses | $15,017,328 | CYOtherExpensesAmt |
| PY Total Expenses | $21,091,246 | PYTotalExpensesAmt |
| CY Total Expenses | $26,148,171 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,143,728 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,988,475 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,224,004 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,036,047 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,612,745 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,025,378 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,611,259 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,010,669 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AFS-USA WORKS TOWARD A MORE JUST AND PEACEFUL WORLD BY PROVIDING INTERNATIONAL AND INTERCULTURAL LEARNING EXPERIENCES TO INDIVIDUALS, FAMILIES, SCHOOLS AND COMMUNITIES THROUGH A GLOBAL VOLUNTEER PARTNERSHIP. (CONTINUED IN SCHEDULE O)AFS-USA EMPOWERS PEOPLE TO BECOME GLOBALLY ENGAGED CITIZENS BY DELIVERING MEANINGFUL INTERCULTURAL EXPERIENCES THAT PROVIDE THE KNOWLEDGE AND SKILLS NEEDED TO HELP CREATE A MORE JUST AND PEACEFUL WORLD. AFS PROGRAMS FOSTER TRANSFORMATION THAT LASTS A LIFETIME. TODAY'S EXCHANGE STUDENTS ARE TOMORROW'S CHANGEMAKERS: DIPLOMATS; THOUGHT LEADERS; INFLUENCERS IN THE INTERNATIONAL BUSINESS AND NON-PROFIT COMMUNITIES. EVERY NEW EXCHANGE STUDENT IS ANOTHER GLOBAL CITIZEN IN PROGRESS --AN INDIVIDUAL PRIMED TO HELP BUILD A MORE JUST AND PEACEFUL WORLD. AND THE IMPACT DOESN'T STOP WITH THE STUDENTS. HOST FAMILIES' LIVES ARE TRANSFORMED BY NEW MEMBERS FROM ACROSS THE GLOBE AND HOST COMMUNITIES GAIN GREATER CULTURAL DIVERSITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $22,180,076 | ExpenseAmt |
| Grant | $1,269,976 | GrantAmt |
| Revenue | $9,488,748 | RevenueAmt |
| Desc | AFS-USA PROMOTES INTERCULTURAL LEARNING THROUGH WORLDWIDE EXCHANGE PROGRAMS FOR STUDENTS AND PROFESSIONALS. IN DOING SO, IT RELIES ON VOLUNTEERS IN THE UNITED STATES TO BE HOST FAMILIES AND SUPPORT AFS PARTICIPANTS, AND ON THE AMERICAN SCHOOL SYSTEM TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR PARTICIPANTS. AFS-USA SENT 378 PARTICIPANTS ABROAD IN FY23 (CONTINUED IN SCHEDULE O).FOR AMERICANS GOING ABROAD, AFS-USA OFFERS SCHOOL YEAR, SEMESTER, SUMMER AND A GROWING NUMBER OF SHORT OR CUSTOMIZED PROGRAMS. FROM THE PARTICIPANT FEES IT COLLECTS, AFS-USA PROVIDES SELECTION, ORIENTATION, INTERNATIONAL TRAVEL, AND LIAISON WITH AFS OFFICES ABROAD DURING THE PROGRAM. AFS-USA ALSO HOSTED PARTICIPANTS FROM OTHER COUNTRIES ON PROGRAMS OF VARYING LENGTHS, INCLUDING SCHOOL YEAR, SEMESTER OR PROGRAMS OF SHORTER DURATIONS. AFS-USA HOSTED 1,129 PARTICIPANTS FROM ABROAD IN FY23. IN HOSTING, IT COLLECTS A TRANSFER FEE FROM THE SENDING AFS ORGANIZATION AND PROVIDES SERVICES SUCH AS FINDING HOST FAMILIES, PROVIDING ORIENTATIONS, ARRANGING DOMESTIC TRAVEL, AND OFFERING COUNSELING SUPPORT DURING THE STAY. PARTICIPATING CHAPTERS ARE AFFILIATED COMMUNITY-BASED ORGANIZATIONS THAT MAY ENGAGE IN FUND-RAISING ACTIVITIES, SPONSOR STUDENTS GOING ABROAD, AND SUPPORT HOST FAMILIES AND HOSTED STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,610,331 | ExpenseAmt |
| Desc | VOLUNTEER ACTIVITIES - AFS-USA HAS A NETWORK OF MORE THAN 2,465 U.S. VOLUNTEERS WHO SUPPORT INTERNATIONAL STUDENTS AND THEIR HOST FAMILIES, SUPPORT U.S. STUDENTS WHO WANT TO STUDY ABROAD AND THEIR FAMILIES AND WORK WITH EDUCATORS, COMMUNITY LEADERS AND OTHERS THROUGH ACTIVITIES IN HIGH SCHOOLS AND IN THE COMMUNITY. VOLUNTEERS INCREASE AWARENESS FOR AFS PROGRAMS AND THE NEED FOR AMERICANS TO SUPPORT INTERNATIONAL EDUCATION AND INTERCULTURAL LEARNING AS A WAY TO FULFILL THE AFS MISSION OF HELPING TO BUILD A MORE JUST AND PEACEFUL WORLD. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $23,790,407 | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 53 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 158 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | 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 | 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 | 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 | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHELLE PINEDO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6467512004 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 WALL STREET 4TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| WENDY KURAN - CHAIR | ||||||||
| (THRU 6/25/2023)/BOARD MEMBER | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BARBARA OLSON - VICE CHAIR | ||||||||
| (THRU 6/23/23)/CHAIR (AS OF 6/23/23) | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JANE RANSOM | ||||||||
| VICE CHAIR (AS OF 6/23/2023) | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SARAH YANCEY | ||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GISELE MARCUS | ||||||||
| SECRETARY (AS OF 6/23/2023) | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PATRICK MOON - SECRETARY | ||||||||
| (THRU 6/23/2023)/BOARD MEMBER | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PETER M ROBINSON | ||||||||
| TREASURER (AS OF 6/5/2023) | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALAN WILLIAMS | ||||||||
| TREASURER (THRU 6/5/2023) | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CONNIE ASKIN | ||||||||
| BOARD MEMBER (AS OF 6/23/2023) | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN BACON | ||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARI TREVINO GLASS | ||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ZENITH N HOUSTON | ||||||||
| BOARD MEMBER (THRU 5/3/2023) | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN S MOON | ||||||||
| BOARD MEMBER (THRU 6/25/2023) | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GREGORY SABIN | ||||||||
| BOARD MEMBER (AS OF 6/23/2023) | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLY MCFARLAND STRATMAN | ||||||||
| BOARD MEMBER (AS OF 6/23/2023) | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN SWEET | ||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN TREBER | ||||||||
| BOARD MEMBER (AS OF 6/23/2023) | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES WALKER | ||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEN WALLACE | ||||||||
| BOARD MEMBER (AS OF 6/23/2023) | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINA V WOOD | ||||||||
| BOARD MEMBER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TARA HOFMANN | ||||||||
| PRESIDENT & CEO | 35.00 | 0.00 | Yes (X) | $236,392 | $0 | $51,544 | ||
| MICHELLE PINEDO | ||||||||
| EXECUTIVE VP / CFO | 35.00 | 0.00 | Yes (X) | $173,534 | $0 | $29,806 | ||
| MARLENE BAKER | ||||||||
| VP, EXT RELATIONS/COMMUNICATIONS | 35.00 | 0.00 | $179,226 | $0 | $32,289 | Yes (X) | ||
| KERI DOOLEY | ||||||||
| EXECUTIVE VP, GOV'T RELATIONS | 35.00 | 0.00 | $183,020 | $0 | $8,991 | Yes (X) | ||
| MELVIN HARMON | ||||||||
| VP, MKTING, STDY ABD, PARTIC SPPT | 35.00 | 0.00 | $148,370 | $0 | $17,349 | Yes (X) | ||
| ROBIN WEBER | ||||||||
| SR DIR RISK MGMT & QLTY ASSURANCE | 35.00 | 0.00 | $113,466 | $0 | $37,736 | Yes (X) | ||
| ELISSA DISANTI | ||||||||
| DIRECTOR OF HUMAN RESOURCES | 35.00 | 0.00 | $120,406 | $0 | $19,169 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,154,414 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $196,884 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | AUDITING | ServicesDesc |
| Compensation | $139,870 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $15,294,982 | GovernmentGrantsAmt |
| All Other Contributions | $2,937,363 | AllOtherContributionsAmt |
| Noncash Contributions | $43,162 | NoncashContributionsAmt |
| Total Contributions | $18,232,345 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HOSTING TRANSFER FEES | 611710 | $5,959,555 | $5,959,555 |
| PARTICIPANT FEES | 611710 | $3,529,193 | $3,529,193 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,488,748 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $139,633 | TotalRevenueColumnAmt |
| Exclusion | $139,633 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,110,865 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,005,601 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $105,264 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $105,264 | TotalRevenueColumnAmt |
| Exclusion | $105,264 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $4,019 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $7,283 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,264 | TotalRevenueColumnAmt |
| Exclusion | -$3,264 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| RENT FORGIVENESS | 900099 | $145,558 | $145,558 |
| MISCELLANEOUS REVENUE | 900099 | $28,362 | $28,362 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $173,920 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,136,646 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,488,748 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $415,553 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,313 | TotalAmt |
| Program Services | $323,313 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $946,663 | TotalAmt |
| Program Services | $946,663 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $528,990 | TotalAmt |
| Program Services | $446,150 | ProgramServicesAmt |
| Management And General | $48,016 | ManagementAndGeneralAmt |
| Fundraising | $34,824 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,371,941 | TotalAmt |
| Program Services | $6,217,495 | ProgramServicesAmt |
| Management And General | $669,138 | ManagementAndGeneralAmt |
| Fundraising | $485,308 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,852 | TotalAmt |
| Program Services | $269,251 | ProgramServicesAmt |
| Management And General | $15,833 | ManagementAndGeneralAmt |
| Fundraising | $17,768 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,014,269 | TotalAmt |
| Program Services | $898,465 | ProgramServicesAmt |
| Management And General | $55,784 | ManagementAndGeneralAmt |
| Fundraising | $60,020 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $642,815 | TotalAmt |
| Program Services | $572,515 | ProgramServicesAmt |
| Management And General | $33,514 | ManagementAndGeneralAmt |
| Fundraising | $36,786 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,684 | TotalAmt |
| Management And General | $27,684 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,840 | TotalAmt |
| Management And General | $160,840 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,600 | TotalAmt |
| Program Services | $30,600 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,500 | TotalAmt |
| Management And General | $38,500 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $957,352 | TotalAmt |
| Program Services | $788,667 | ProgramServicesAmt |
| Fundraising | $168,685 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,392 | TotalAmt |
| Program Services | $363,220 | ProgramServicesAmt |
| Fundraising | $12,172 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,081 | TotalAmt |
| Program Services | $236,711 | ProgramServicesAmt |
| Management And General | $2,114 | ManagementAndGeneralAmt |
| Fundraising | $138,256 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,330 | TotalAmt |
| Program Services | $170,417 | ProgramServicesAmt |
| Management And General | $19,515 | ManagementAndGeneralAmt |
| Fundraising | $19,398 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,172 | TotalAmt |
| Program Services | $521,591 | ProgramServicesAmt |
| Management And General | $14,697 | ManagementAndGeneralAmt |
| Fundraising | $6,884 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,149,875 | TotalAmt |
| Program Services | $1,114,267 | ProgramServicesAmt |
| Management And General | $23,770 | ManagementAndGeneralAmt |
| Fundraising | $11,838 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,577 | TotalAmt |
| Program Services | $47,364 | ProgramServicesAmt |
| Management And General | $1,625 | ManagementAndGeneralAmt |
| Fundraising | $588 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,848 | TotalAmt |
| Management And General | $143,848 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,493 | TotalAmt |
| Management And General | $15,493 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PARTICIPANT-RELATED EXP | $6,530,819 | $6,530,819 | ||
| HOSTING TRANSFER FEES | $3,664,393 | $3,664,393 | ||
| EQUIP PURCH/RENTAL/MAIN | $318,835 | $291,563 | $13,700 | $13,572 |
| PRINTING & PUBLICATIONS | $144,360 | $140,066 | $189 | $4,105 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,177 | TotalAmt |
| Program Services | $216,877 | ProgramServicesAmt |
| Management And General | $47,393 | ManagementAndGeneralAmt |
| Fundraising | $15,907 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,148,171 | TotalAmt |
| Program Services | $23,790,407 | ProgramServicesAmt |
| Management And General | $1,331,653 | ManagementAndGeneralAmt |
| Fundraising | $1,026,111 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,090,088 | BOYAmt |
| EOY | $4,644,726 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,148,218 | BOYAmt |
| EOY | $1,544,160 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,955,369 | BOYAmt |
| EOY | $6,730,188 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,494 | BOYAmt |
| EOY | $9,433 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,481 | BOYAmt |
| EOY | $63,212 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $530,136 | BOYAmt |
| EOY | $365,480 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,997,721 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,017,988 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,203 | BOYAmt |
| EOY | $979,733 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,216,991 | BOYAmt |
| EOY | $4,664,869 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $855,024 | BOYAmt |
| EOY | $5,034,246 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,224,004 | BOYAmt |
| EOY | $24,036,047 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,465,932 | BOYAmt |
| EOY | $3,182,548 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,123,730 | BOYAmt |
| EOY | $2,695,896 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,083 | BOYAmt |
| EOY | $5,146,934 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,612,745 | BOYAmt |
| EOY | $11,025,378 | 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 | $4,892,308 | BOYAmt |
| EOY | $6,408,434 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,718,951 | BOYAmt |
| EOY | $6,602,235 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,611,259 | BOYAmt |
| EOY | $13,010,669 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,224,004 | BOYAmt |
| EOY | $24,036,047 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,988,475 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $351,536 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $59,399 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $13,928,627 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,147,420 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,967,688 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,397,489 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,232,345 | CurrentTaxYearAmt |
| Total | $72,673,569 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,877,358 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,999,703 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,234,786 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,414,797 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,488,748 | CurrentTaxYearAmt |
| Total | $56,015,392 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,805,985 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,147,123 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,202,474 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,812,286 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,721,093 | CurrentTaxYearAmt |
| Total | $128,688,961 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $104,852 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,568 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,465 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,420 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,551 | CurrentTaxYearAmt |
| Total | $258,856 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $104,852 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,568 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,465 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,420 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,551 | CurrentTaxYearAmt |
| Total | $258,856 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $128,430,105 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $195,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $715,805 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $668,450 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $156,658 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $139,633 | CurrentTaxYearAmt |
| Total | $1,875,546 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $195,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $715,805 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $668,450 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $156,658 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $139,633 | CurrentTaxYearAmt |
| Total | $1,875,546 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,748 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,081 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,941 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,653 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $177,939 | CurrentTaxYearAmt |
| Total | $351,362 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,040,733 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,892,009 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,922,865 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,021,597 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,038,665 | CurrentTaxYearAmt |
| Total | $130,915,869 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98100 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98010 | PublicSupportPY509Pct |
| Investment Income CY | 0.01430 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01380 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS REVENUE - 2018 AMOUNT: $ 29,101. 2019 AMOUNT: $ 25,790. 2020 AMOUNT: $ 50,960. 2021 AMOUNT: $ 50,324. 2022 AMOUNT: $ 173,920. GROSS SALES OF INVENTORY - 2018 AMOUNT: $ 10,647. 2019 AMOUNT: $ 3,291. 2020 AMOUNT: $ 981. 2021 AMOUNT: $ 2,329. 2022 AMOUNT: $ 4,019. | ExplanationTxt |
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 | $30,600 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $30,600 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $26,117,571 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $26,148,171 | 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 | $31,100 | CurrentYearMinus3Amt |
| Current Year Minus2 | $30,600 | CurrentYearMinus2Amt |
| Current Year Minus1 | $30,600 | CurrentYearMinus1Amt |
| Current Year | $30,600 | CurrentYearAmt |
| Total | $122,900 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $205,124 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $955,124 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,432,686 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,050,837 | BeginningYearBalanceAmt |
| Contributions | $20,800 | ContributionsAmt |
| Investment Earnings Or Losses | $522,891 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $139,839 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,454,689 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,395,834 | BeginningYearBalanceAmt |
| Contributions | $17,353 | ContributionsAmt |
| Investment Earnings Or Losses | -$425,962 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,725 | GrantsOrScholarshipsAmt |
| Other Expenditures | $918,663 | OtherExpendituresAmt |
| End Year Balance | $4,050,837 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,489,198 | BeginningYearBalanceAmt |
| Contributions | $170,052 | ContributionsAmt |
| Investment Earnings Or Losses | $1,004,689 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $27,183 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,240,922 | AdministrativeExpensesAmt |
| End Year Balance | $5,395,834 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,119,243 | BeginningYearBalanceAmt |
| Contributions | $59,627 | ContributionsAmt |
| Investment Earnings Or Losses | $598,848 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $230,689 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $57,831 | AdministrativeExpensesAmt |
| End Year Balance | $6,489,198 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,448,317 | BeginningYearBalanceAmt |
| Contributions | $65,236 | ContributionsAmt |
| Investment Earnings Or Losses | -$231,363 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $124,295 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $38,652 | AdministrativeExpensesAmt |
| End Year Balance | $6,119,243 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.47000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.52000 | 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 | $925,138 | OtherCostOrOtherBasisAmt |
| Depreciation | $186,244 | DepreciationAmt |
| Book Value | $738,894 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,272,094 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,050,460 | DepreciationAmt |
| Book Value | $221,634 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $800,489 | OtherCostOrOtherBasisAmt |
| Depreciation | $781,284 | DepreciationAmt |
| Book Value | $19,205 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $979,733 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT OF USE ASSET | $4,119,822 |
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $914,424 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,034,246 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE LIABILITY-OPERATING LEASE | $5,123,717 |
| POSTRETIREMENT BENEFIT LIABILITIES | $23,217 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,146,934 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $28,467,659 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $351,536 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $430,019 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $66,683 | OtherRevenueAmt |
| Revenue Not Reported | $848,238 | RevenueNotReportedAmt |
| Revenue Subtotal | $27,619,421 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $38,500 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $478,725 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $517,225 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $28,136,646 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,068,248 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $430,019 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $7,283 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $437,302 | ExpensesNotReportedAmt |
| Expenses Subtotal | $25,630,946 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $38,500 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $478,725 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $517,225 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $26,148,171 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUND THE PURPOSE OF AFS-USA'S ENDOWMENT FUND IS PRIMARILY TO PROVIDE SUPPORT FOR THE ORGANIZATION'S SENDING AND HOSTING PROGRAMS. THE BOARD OF DIRECTORS HAS APPROVED AN ANNUAL SPENDING RATE OF 3% OF THE PERMANENTLY RESTRICTED ENDOWMENT BALANCE. IN ADDITION, THE BOARD OF DIRECTORS MAY APPROVE ADDITIONAL APPROPRIATIONS ABOVE THE 3% SPENDING RATE WHEN DEEMED NECESSARY. THE BOARD-DESIGNATED FUND IS MADE UP OF NUMEROUS BEQUESTS RECEIVED WITHOUT DONOR RESTRICTIONS, AS WELL AS SOME DEFUNCT CHAPTER PROCEEDS. IN FISCAL 2023, THE BOARD OF DIRECTORS OF AFS-USA APPROVED A RESOLUTION AUTHORIZING THE PRESIDENT OF AFS-USA TO DIRECT AND DECIDE THE TIMING AND SPECIFIC USES OF THE ENDOWMENT FUNDS IN SUPPORT OF AFS-USA'S HIGH SCHOOL STUDENT EXCHANGE PROGRAMS BUT REQUIRED THE PRESIDENT TO REPORT SUCH DESIGNATIONS AND RELATED EXPENDITURES TO THE BOARD OF DIRECTORS. |
| PART X, LINE 2: | LIABILITY FOR UNCERTAIN TAX POSITION THE AFS-USA FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE AFS-USA IS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE AFS-USA HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED BUSINESS INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE AFS-USA HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. IN ADDITION, THE AFS-USA HAS NOT RECORDED A PROVISION FOR INCOME TAXES AS IT HAS NO MATERIAL TAX LIABILITY FROM UNRELATED BUSINESS INCOME ACTIVITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 59,400. RECLASS OF COST OF GOODS SOLD 7,283. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RECLASS OF SCHOLARSHIP EXPENSE 478,725. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RECLASS OF COST OF GOODS SOLD 7,283. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RECLASS OF SCHOLARSHIP EXPENSE 478,725. |
| PART IX, RIGHT-OF-USE ASSETS: | THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") IMPLEMENTED A NEW LEASE ACCOUNTING STANDARD THAT BECAME EFFECTIVE FOR AFS-USA, INC. IN THE YEAR ENDING JUNE 30, 2023. THIS ACCOUNTING STANDARD WAS EFFECTUATED TO IMPROVE THE TRANSPARENCY SURROUNDING KEY INFORMATION PERTAINING TO AN EXEMPT ORGANIZATION'S LEASING ARRANGEMENTS (AND TO ENSURE THAT ALL ORGANIZATIONS WERE RECORDING THE TRANSACTIONS UNIFORMLY ON THEIR BALANCE SHEETS). |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 1 | 3 | PROGRAM SERVICES | TRANSFER FEES | $18,024 |
| EAST ASIA AND THE PACIFIC | 6 | 353 | PROGRAM SERVICES | TRANSFER FEES | $1,602,423 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 19 | 84 | PROGRAM SERVICES | TRANSFER FEES | $797,526 |
| MIDDLE EAST AND NORTH AFRICA | 1 | 33 | PROGRAM SERVICES | TRANSFER FEES | $365,977 |
| RUSSIA AND NEIGHBORING STATES | 1 | 1 | PROGRAM SERVICES | TRANSFER FEES | $19,305 |
| SOUTH AMERICA | 3 | 13 | PROGRAM SERVICES | TRANSFER FEES | $99,266 |
| SOUTH ASIA | 1 | 77 | PROGRAM SERVICES | TRANSFER FEES | $246,085 |
| SUB-SAHARAN AFRICA | 4 | 124 | PROGRAM SERVICES | TRANSFER FEES | $515,788 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 36 | SubtotalOfficesCnt |
| Subtotal Employees | 688 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 36 | TotalOfficeCnt |
| Total Employee | 688 | TotalEmployeeCnt |
| Subtotal Spent | $3,664,394 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $3,664,394 | TotalSpentAmt |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
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 | IOWA RESOURCE FOR INTERNATIONAL SERVICE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 FIFTH STREET SUITE 301 | AddressLine1Txt |
| City | AMES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 421394408 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $323,313 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | NETWORK PARTNER | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 154 | $478,725 |
| STIPENDS | 3294 | $467,938 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS AND STIPENDS AFS-USA, INC. AWARDS HOSTING SCHOLARSHIPS TO ITS NETWORK PARTNERS, GENERALLY BASED ON DONOR STIPULATIONS. IN FISCAL 2023, AFS-USA SUPPORTED ONE NETWORK PARTNER, THE IOWA RESOURCE FOR INTERNATIONAL SERVICE (IRIS), WHOSE MISSION IS TO PROMOTE INTERNATIONAL UNDERSTANDING, DEVELOPMENT, AND PEACE BY CONNECTING IOWA TO THE WORLD. AFS-USA, INC. CLOSELY MANAGES IRIS' PROGRAM. AFS-USA, INC. MONITORS GRANTEE EXPENSES TO ENSURE THAT THEY ARE ALLOWABLE UNDER A-122 GUIDELINES. IN ADDITION, ALL GRANTEES MUST PROVIDE SIGNED CERTIFICATIONS THAT THE EXPENSES ARE TRUE AND CONFORM TO DONOR CONDITIONS. IN ADDITION, AFS-USA, INC. CLOSELY MANAGES ITS SUB-AWARDEES' PROGRAM ACTIVITIES BY HOLDING WEEKLY MEETINGS AND BY CONDUCTING ANNUAL SITE VISITS. THE PURPOSE OF THE SITE VISITS IS FOR AFS-USA, INC. PROGRAM DIRECTORS TO: (1) MEET A MINIMUM OF 20% OF THE SUB-AWARDEES' PROGRAM PARTICIPANTS, AND (2) MEET WITH SUB-AWARDEE STAFF AND LOCAL COORDINATORS TO DISCUSS PROGRAMMATIC OR FINANCIAL ISSUES THAT MAY ARISE DURING PROGRAM DELIVERY. FINALLY, WE CONDUCT THOROUGH REVIEWS OF SUB-GRANTEE BUDGETS AND BUDGET NARRATIVES AND ENSURE THAT ALL SUB-GRANTEE BILLINGS ARE REASONABLE AND WELL DOCUMENTED. SCHOLARSHIPS - AFS-USA, INC. AWARDS SCHOLARSHIPS IN THE FORM OF FEE REDUCTIONS TO PARTICIPANTS IN AFS PROGRAMS. THERE IS GENERALLY NO DIRECT MONETARY AWARD TO THE PARTICIPANT SO THERE IS NO NEED TO MONITOR USE OF THE FUNDS. STIPENDS - IN ADDITION TO SCHOLARSHIPS AFS-USA, INC. ALSO PROVIDES ASSISTANCE IN THE FORM OF MONTHLY STIPENDS TO PARTICIPANTS IN CERTAIN GOVERNMENT GRANT FUNDED PROGRAMS. THESE STIPENDS WHICH ARE STIPULATED AS PART OF THE GOVERNMENT GRANT AWARD ARE INTENDED TO HELP THE PARTICIPANTS DEFRAY DAY-TO-DAY EXPENSES WHILE PARTICIPATING IN THE PROGRAM. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TARA HOFMANN | ||||||||||||||
| PRESIDENT & CEO | $234,069 | $0 | $0 | $0 | $2,323 | $0 | $18,696 | $0 | $32,848 | $0 | $287,936 | $0 | $0 | $0 |
| MARLENE BAKER | ||||||||||||||
| VP, EXT RELATIONS/COMMUNICATIONS | $174,364 | $0 | $0 | $0 | $4,862 | $0 | $14,028 | $0 | $18,261 | $0 | $211,515 | $0 | $0 | $0 |
| MICHELLE PINEDO | ||||||||||||||
| EXECUTIVE VP / CFO | $171,941 | $0 | $0 | $0 | $1,593 | $0 | $11,159 | $0 | $18,647 | $0 | $203,340 | $0 | $0 | $0 |
| KERI DOOLEY | ||||||||||||||
| EXECUTIVE VP, GOV'T RELATIONS | $182,140 | $0 | $0 | $0 | $880 | $0 | $8,252 | $0 | $739 | $0 | $192,011 | $0 | $0 | $0 |
| MELVIN HARMON | ||||||||||||||
| VP, MKTING, STDY ABD, PARTIC SPPT | $146,331 | $0 | $0 | $0 | $2,039 | $0 | $0 | $0 | $17,349 | $0 | $165,719 | $0 | $0 | $0 |
| ROBIN WEBER | ||||||||||||||
| SR DIR RISK MGMT & QLTY ASSURANCE | $112,439 | $0 | $0 | $0 | $1,027 | $0 | $9,200 | $0 | $28,536 | $0 | $151,202 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $40,762 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SOFTW LICEN. | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,400 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | AFS-USA, INC. IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. |
| PART I, LINE 32B: | AFS-USA'S INVESTMENT BROKER, CHARLES SCHWAB, PROCESSES AND SELLS DONATIONS OF STOCK RECEIVED BY AFS-USA, INC. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD MEMBERS, PATRICK MOON AND SUSAN S. MOON HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | 990 REVIEW PROCESS THE ORGANIZATION'S FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. ONCE THE DRAFT OF THE 990 HAS BEEN VETTED AND APPROVED BY RESPONSIBLE STAFF MEMBERS, IT IS REVIEWED BY MEMBERS OF THE AUDIT AND FINANCE COMMITTEES OF THE BOARD. ANY REQUIRED UPDATES ARE MADE PRIOR TO FILING THE RETURN. THE FINAL VERSION OF THE IRS FORM 990 AND SUPPORTING SCHEDULES ARE DISTRIBUTED TO EACH MEMBER OF THE AFS-USA'S BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT THE BOARD AUDIT COMMITTEE RECEIVES A SIGNED CONFLICT OF INTEREST STATEMENT FROM EACH BOARD MEMBER AND KEY EMPLOYEE ANNUALLY. THESE FORMS ARE THEN REVIEWED BY THE AUDIT COMMITTEE. IF THE COMMITTEE DEEMS THAT A POTENTIAL CONFLICT EXISTS, THE MATTER IS REFERRED TO THE FULL BOARD. IF THE BOARD DETERMINES THAT THERE IS A BONA FIDE CONFLICT, THE CONFLICTED PARTY MUST BE RECUSED FROM ANY DISCUSSION AND/OR VOTE ON THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS OF DETERMINING COMPENSATION THE ORGANIZATION HAS INSTITUTED A PROCESS TO REVIEW THE COMPENSATION PAID TO ITS OFFICERS AND KEY EMPLOYEES AND FOLLOWS THE REBUTTABLE PRESUMPTION RULES OF TREAS REG 53.4958-6. THE ORGANIZATION'S POLICY IS TO CONDUCT A BIANNUAL ANALYSIS OF LIKE POSITIONS AT COMPARABLE ORGANIZATIONS. SUCH INFORMATION IS CONSIDERED WHEN DETERMINING THE COMPENSATION FOR THOSE STAFF MEMBERS THAT HAVE BEEN IDENTIFIED AS DISQUALIFIED PERSONS. THE COMPENSATION FOR THE PRESIDENT IS DETERMINED IN ACCORDANCE WITH RECOMMENDATIONS OF THE COMPENSATION CONSULTING FIRM HIRED BY THE ORGANIZATION AND IS APPROVED BY THE BOARD OF DIRECTORS IN EXECUTIVE SESSION. THE COMPENSATION OF THE CFO IS ALSO DETERMINED IN ACCORDANCE WITH THE RECOMMENDATIONS OF THE COMPENSATION CONSULTING FIRM AND IS APPROVED BY THE PRESIDENT. RECOMMENDED COMPENSATION OF ALL OTHER KEY EMPLOYEES IS APPROVED BY THE PRESIDENT. CONTEMPORANEOUS RECORDS OF COMPENSATION DETERMINATIONS ARE RECORDED IN THE ONLINE HR SYSTEM AND PLACED IN THE INDIVIDUAL STAFF MEMBER'S HR FILE. THE HIRING MANAGER PROPOSES THE SALARY FOR ALL NEW HIRES IN ACCORDANCE WITH THE SALARY GRADE AND RANGE FOR THE POSITION. ALL SALARIES ARE THEN APPROVED BY THE HR DIRECTOR AND THE CFO. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABILITY OF DOCUMENTS TO THE PUBLIC AFS-USA PUBLISHES ITS GOVERNING DOCUMENTS, ANNUAL AUDIT REPORT, FORM 990, ANNUAL REPORT, AND 501(C)(3) DESIGNATION ON ITS WEBSITE. THE CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 24A: PARTICIPANT-RELATED EXPENSES PARTICIPANT-RELATED EXPENSES ARE COMPRISED OF: TRAVEL AND ORIENTATION EXPENSES OF $3,889,067; TUITION COSTS OF $287,320; NETWORK MANAGEMENT FEES OF $473,711; INSURANCE OF $1,163,780. THE REMAINING BALANCE CONSISTS OF A VARIETY OF SMALLER MISCELLANEOUS EXPENSES. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 59,399. |