INTERNATIONAL SOCIETY FOR EXPERIMENTAL HEMATOLOGY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL SOCIETY FOR EXPERIMENTAL HEMATOLOGY (EIN 23-7282003)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202403189349310275
- Schema version
- 2023v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T16:08:46-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481243147 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTOPHER J CLAIR CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6409 GLADSTONE DRIVE | AddressLine1Txt |
| City | SHAWNEE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66218 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237282003 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL SOCIETY FOR | BusinessNameLine1Txt |
| Business Name Line2 | EXPERIMENTAL HEMATOLOGY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 3123215114 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 N WABASH AVE SUITE 2000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATIE STRANG | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3123215114 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER J CLAIR | PreparerPersonNm |
| PTIN | P00218187 | PTIN |
| Phone | 9132442521 | PhoneNum |
| Preparation | 2024-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATIE STRANG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 N WABASH AVE SUITE 2000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,265,431 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | http://www.iseh.org | WebsiteAddressTxt |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE THE SCIENTIFIC KNOWLEDGE AND CLINICAL APPLICATION OF BASIC HEMATOLOGY, IMMUNOLOGY, STEM CELL RESEARCH, CELL AND GENE THERAPY AND ALL RELATED ASPECTS THROUGH RESEARCH, PUBLICATIONS, DISCUSSION, SUPPORT OF YOUNG INVESTIGATORS AND ORGANIZATION OF SCIENTIFIC MEETINGS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $92,916 | PYContributionsGrantsAmt |
| CY Contributions Grants | $246,054 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $743,984 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $806,133 | CYProgramServiceRevenueAmt |
| PY Investment Income | $42,582 | PYInvestmentIncomeAmt |
| CY Investment Income | -$14,275 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $10,165 | CYOtherRevenueAmt |
| PY Total Revenue | $879,482 | PYTotalRevenueAmt |
| CY Total Revenue | $1,048,077 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $41,435 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $32,430 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $875,222 | PYOtherExpensesAmt |
| CY Other Expenses | $918,879 | CYOtherExpensesAmt |
| PY Total Expenses | $916,657 | PYTotalExpensesAmt |
| CY Total Expenses | $951,309 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$37,175 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $96,768 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,861,865 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,128,191 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $292,792 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $296,807 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,569,073 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,831,384 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROMOTE THE SCIENTIFIC KNOWLEDGE AND CLINICAL APPLICATION OF BASIC HEMATOLOGY, IMMUNOLOGY, STEM CELL RESEARCH, CELL AND GENE THERAPY AND ALL RELATED ASPECTS THROUGH RESEARCH, PUBLICATIONS, DISCUSSION, SUPPORT OF YOUNG INVESTIGATORS AND ORGANIZATION OF SCIENTIFIC MEETINGS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $178,923 | ExpenseAmt |
| Revenue | $335,955 | RevenueAmt |
| Desc | JOURNAL, NEWSLETTER, AND FUNCTIONS - TO ADVANCE AND DISSEMINATE INFORMATION ABOUT THE FIELD OF HEMATOLOGY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $501,596 | ExpenseAmt |
| Grant | $32,430 | GrantAmt |
| Revenue | $480,343 | RevenueAmt |
| Desc | ANNUAL SCIENTIFIC MEETING - TO PROVIDE AN INTERNATIONAL FORUM FOR THE EXCHANGE OF THE LATEST SCIENTIFIC DISCOVERIES IN EXPERIMENTAL, PRE-CLINICAL, AND CLINICAL HEMATOLOGY, TRANSPLANTATION, AND IMMUNOLOGY. THE SOCIETY MEETINGS ATTRACT OVER 500 PARTICIPANTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $680,519 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | 0 | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 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 | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| 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 | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITHBUCKLIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126734963 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 N WABASH AVE STE 2000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ULRICH STEIDL | ||||||
| PAST PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARELLA DE BRUIJN | ||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHANNON MCKINNEY-FREEMAN | ||||||
| PRESIDENT-ELECT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARIE-DOMINIQUE FILIPPI | ||||||
| TREASURER/SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL MILSOM | ||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NINA CABEZAS-WALLSCHEID | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHERINE KING | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EIRINI TROMPOUKI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER TROWBRIDGE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARL WALKLEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| INGRID WINKLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ATSUSHI IWAMA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEISUKE ITO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTINA KIRSCHNER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATIE STRANG | ||||||
| EXECUTIVE DIRECTOR | 20.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SMITHBUCKLIN | |||||
| 330 N WABASH AVE STE 2000 | CHICAGO | IL | 60611 | MANAGEMENT SERVICES | $344,596 |
| NEW YORK MARRIOTT BROOKLYN BRIDGE | |||||
| 333 ADAMS ST | BROOKLYN | NY | 11201 | ANNUAL MEETING | $300,458 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $107,033 | MembershipDuesAmt |
| All Other Contributions | $139,021 | AllOtherContributionsAmt |
| Total Contributions | $246,054 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ANNUAL MEETING | 900099 | $470,178 | $470,178 |
| PUBLICATIONS | 541800 | $335,955 | $335,955 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $806,133 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,078 | TotalRevenueColumnAmt |
| Exclusion | $24,078 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $179,001 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $217,354 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$38,353 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$38,353 | TotalRevenueColumnAmt |
| Exclusion | -$38,353 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $10,165 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,165 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,165 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,048,077 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $816,298 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$14,275 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,430 | TotalAmt |
| Program Services | $32,430 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,905 | TotalAmt |
| Program Services | $140,202 | ProgramServicesAmt |
| Management And General | $144,703 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,916 | TotalAmt |
| Management And General | $1,916 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,200 | TotalAmt |
| Management And General | $36,200 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,179 | TotalAmt |
| Management And General | $6,179 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,334 | TotalAmt |
| Program Services | $18,125 | ProgramServicesAmt |
| Management And General | $1,209 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354,876 | TotalAmt |
| Program Services | $354,876 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,071 | TotalAmt |
| Program Services | $3,460 | ProgramServicesAmt |
| Management And General | $4,611 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PUBLICATIONS | $131,426 | $131,426 | |
| MEMBERSHIP AND MARKETIN | $47,786 | $47,786 | |
| CREDIT CARD/BANK FEES | $27,399 | $27,399 | |
| MISCELLANEOUS | $452 | $452 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $335 | TotalAmt |
| Management And General | $335 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $951,309 | TotalAmt |
| Program Services | $680,519 | ProgramServicesAmt |
| Management And General | $270,790 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $620,707 | BOYAmt |
| EOY | $826,013 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,318 | BOYAmt |
| EOY | $48,404 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,631 | BOYAmt |
| EOY | $7,020 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,087,209 | BOYAmt |
| EOY | $1,246,754 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,861,865 | BOYAmt |
| EOY | $2,128,191 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,952 | BOYAmt |
| EOY | $72,357 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,840 | BOYAmt |
| EOY | $224,450 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,792 | BOYAmt |
| EOY | $296,807 | 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 | $1,489,480 | BOYAmt |
| EOY | $1,749,048 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,593 | BOYAmt |
| EOY | $82,336 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,569,073 | BOYAmt |
| EOY | $1,831,384 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,861,865 | BOYAmt |
| EOY | $2,128,191 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $96,768 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $165,543 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | 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 | $76,673 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,645 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $111,783 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $92,916 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $246,054 | CurrentTaxYearAmt |
| Total | $610,071 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $697,789 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $602,559 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $584,845 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $743,984 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $806,133 | CurrentTaxYearAmt |
| Total | $3,435,310 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $774,462 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $685,204 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $696,628 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $836,900 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,052,187 | CurrentTaxYearAmt |
| Total | $4,045,381 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $4,045,381 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,053 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,699 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,399 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,582 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$14,275 | CurrentTaxYearAmt |
| Total | $114,458 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,053 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,699 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,399 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,582 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$14,275 | CurrentTaxYearAmt |
| Total | $114,458 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,303 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $10,165 | CurrentTaxYearAmt |
| Total | $17,468 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $814,515 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $715,206 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $720,027 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $879,482 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,048,077 | CurrentTaxYearAmt |
| Total | $4,177,307 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96840 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95490 | PublicSupportPY509Pct |
| Investment Income CY | 0.02740 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04320 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CHARLES SCHWAB - MUTUAL FUNDS (GEN OPER FUND) | $1,195,343 | F |
| CHARLES SCHWAB - MUTUAL FUNDS (FRENETTE RESTRICTED FUND) | $51,411 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,246,754 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,213,620 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $165,543 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $165,543 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,048,077 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,048,077 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $951,309 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $951,309 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $951,309 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | THE SOCIETY HAS NO MATERIAL UNCERTAIN TAX POSITIONS TO BE ACCOUNTED FOR IN THE FINANCIAL STATEMENTS UNDER ASC TOPIC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | ANNUAL MEETING SPEAKER AND TRAVEL GRANTS | GrantTypeTxt |
| Recipient | 38 | RecipientCnt |
| Cash Grant | $32,430 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | THE ANNUAL MEETING SPEAKER AND TRAVEL GRANTS WERE REQUIRED TO HAVE PROOF THAT THE INDIVIDUAL TRAVELED TO THE CONFERENCE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 3 | THE SOCIETY HAS DELEGATED CONTROL OVER MANAGEMENT DUTIES TO SMITHBUCKLIN. THE MANAGEMENT COMPANY PROVIDES THE DAY TO DAY OPERATIONS OF THE SOCIETY BUT DOES NOT MAKE KEY ORGANIZATIONAL DECISIONS OR APPROVALS. THESE ARE PERFORMED BY THE SOCIETY'S BOARD OF DIRECTORS. |
| Form 990, Part VI, Section A, line 6 | THE SOCIETY'S BY-LAWS PROVIDE FOR SIX CATEGORIES OF MEMBERSHIP: ACTIVE, ASSOCIATE, HONORARY, EMERITUS, AFFILIATE AND CORPORATE. |
| Form 990, Part VI, Section A, line 7a | MEMBERS SHALL ELECT BY MAIL THE VICE PRESIDENT AND MEMBERS OF THE BOARD OF DIRECTORS TO REPLACE THOSE INDIVIDUALS TERMINATING THEIR TERMS OF OFFICE. THEY MAY ALSO BE REQUESTED TO VOTE ON OTHER MATTERS BROUGHT BEFORE THEM BY THE OFFICERS FOR ISSUES DEEMED TO BE CRUCIAL AND WHICH CANNOT WAIT UNTIL THE REGULAR MEETING OF THE MEMBERSHIP OR AT A GENERAL MEETING OF THE MEMBERSHIP. |
| Form 990, Part VI, Section B, line 11b | THE TAX RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND THEN THE CLIENT MANAGER PERFORMS AN INITIAL REVIEW AND THE EXECUTIVE DIRECTOR PERFORMS A FINAL REVIEW. |
| Form 990, Part VI, Section B, line 12c | THE PECUNIARY OF PERSONAL INTEREST, DIRECT OR INDIRECT, THROUGH A BUSINESS INTEREST OR AN INVESTMENT OF AN IMMEDIATE FAMILY MEMBER SHALL, IF KNOWN TO THE DIRECTOR, BE DEEMED TO BE ALSO THE PECUNIARY OF INTEREST OF THE DIRECTOR. EVERY DECLARATION OF INTEREST AND THE GENERAL NATURE THEREOF SHALL BE RECORDED IN THE BOARD MINUTES. |
| Form 990, Part VI, Section C, line 19 | THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Form 990, Part IX, line 24e | TAXES AND LICENSES: Program service expenses 0. Management and general expenses 335. Fundraising expenses 0. Total expenses 335. |
| FORM 990, PART XII, LINE 2C | THE SOCIETY'S BOARD OF DIRECTORS IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEDPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. |