SOCIETY OF AMERICAN FORESTERS: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY OF AMERICAN FORESTERS (EIN 53-0204630)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-05
- IRS object ID
- 202413109349301471
- 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 | 2024-11-05T09:57:31-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260794367 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS MID-ATLANTIC INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8601 ROBERT FULTON DRIVE SUITE 210 | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21046 | 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 | 530204630 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY OF AMERICAN FORESTERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 2029383910 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 K ST NW 315 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY BAKER | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 2029383910 | PhoneNum |
| Signature | 2024-11-05 | 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 | KATSIARYNA VASILIEV | PreparerPersonNm |
| PTIN | P02167272 | PTIN |
| Phone | 4107205220 | PhoneNum |
| Preparation | 2024-10-28 | 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 | TERRY BAKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 K ST NW 315 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,519,048 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EFORESTER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1926 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE SOCIETY OF AMERICAN FORESTERS IS TO ADVANCE SUSTAINABLE MANAGEMENT OF FOREST RESOURCES THROUGH SCIENCE, EDUCATION, AND TECHNOLOGY, PROMOTING PROFESSIONAL EXCELLENCE WHILE ENSURING THE CONTINUED HEALTH, INTEGRITY, AND USE OF FORESTS TO BENEFIT SOCIETY IN PERPETUITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 34 | TotalEmployeeCnt |
| Total Volunteers | 512 | TotalVolunteersCnt |
| Total Gross UBI | $33,361 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $326,120 | PYContributionsGrantsAmt |
| CY Contributions Grants | $790,441 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,509,823 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,920,166 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,333,380 | PYInvestmentIncomeAmt |
| CY Investment Income | $854,537 | CYInvestmentIncomeAmt |
| PY Other Revenue | $18,321 | PYOtherRevenueAmt |
| CY Other Revenue | $42,142 | CYOtherRevenueAmt |
| PY Total Revenue | $4,187,644 | PYTotalRevenueAmt |
| CY Total Revenue | $4,607,286 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $79,864 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $123,135 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,139,923 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,623,944 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $91,204 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,325,952 | PYOtherExpensesAmt |
| CY Other Expenses | $2,746,067 | CYOtherExpensesAmt |
| PY Total Expenses | $4,545,739 | PYTotalExpensesAmt |
| CY Total Expenses | $5,493,146 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$358,095 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$885,860 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,129,334 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,826,097 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,602,481 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,696,984 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,526,853 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,129,113 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE SOCIETY OF AMERICAN FORESTERS IS TO ADVANCE SUSTAINABLE MANAGEMENT OF FOREST RESOURCES THROUGH SCIENCE, EDUCATION, AND TECHNOLOGY, PROMOTING PROFESSIONAL EXCELLENCE WHILE ENSURING THE CONTINUED HEALTH, INTEGRITY, AND USE OF FORESTS TO BENEFIT SOCIETY IN PERPETUITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,379,794 | ExpenseAmt |
| Grant | $14,362 | GrantAmt |
| Revenue | $965,359 | RevenueAmt |
| Desc | MEMBERSHIP SERVICES: THE SOCIETY'S MEMBERSHIP PROGRAM SERVES SOCIETY MEMBERS BY ENSURING THAT THEY RECEIVE TIMELY, HIGH QUALITY, AND HIGHLY VALUED SERVICES. THE PROGRAM IS RESPONSIBLE FOR RECRUITING, ENGAGING, RETAINING MEMBERS, PROVIDING CUSTOMER SERVICE AND MANAGING PROFESSIONAL RECOGNITION. MARKETING AND OUTREACH: THE SOCIETY'S MARKETING AND OUTREACH EFFORTS CONSTITUTE A COMPREHENSIVE COMMUNICATIONS PROGRAM THAT SPANS THE ORGANIZATION'S PORTFOLIO OF WORK AND AMPLIFIES THE VALUE OF THE FORESTRY PROFESSION ACROSS THE FOREST SECTOR AND BEYOND. THIS PROGRAM ENHANCES THE SOCIETY'S ONLINE PRESENCE AND BRAND RECOGNITION, WHILE RECRUITING FOR OUR CAUSE AND MAKING THE CASE FOR FOREST CLIMATE SOLUTIONS.STATE SOCIETIES: THROUGH ITS STATE SOCIETIES, DIVISIONS, AND CHAPTERS, SAF NATIONAL SUPPORTS THE WORK OF 30 STATE SOCIETIES AND 179 CHAPTERS ACROSS THE U.S. THAT PROVIDE VALUE, EDUCATION, NETWORKING, AND OTHER BENEFITS TO MEMBERS AND THE GENERAL PUBLIC. POLICY AND PUBLIC AFFAIRS: THE SOCIETY'S POLICY AND PUBLIC AFFAIRS PROGRAM WORKS WITH POLICYMAKERS, PARTNER ORGANIZATIONS, AND COALITIONS TO BUILD AWARENESS AND PROMOTE SCIENCE-BASED, SUSTAINABLE FOREST MANAGEMENT AND GIVE FORESTRY AND NATURAL RESOURCES PROFESSIONALS THE POLICY TOOLS, FUNDING, AND OTHER AUTHORITIES THEY NEED TO BE SUCCESSFUL. THROUGH THE POLICY AND PUBLIC AFFAIRS PROGRAM, THE SOCIETY ALSO ORGANIZES STAKEHOLDER MEETINGS FUNDED BY GOVERNMENT GRANTS TO CONVENE THE SECTOR AND BENEFIT THE BROADER FORESTRY COMMUNITY. #FORESTPROUD: THE SOCIETY'S #FORESTPROUD PROGRAM IS THE FOREST SECTOR'S GREATEST COMMUNICATIONS ASSET. WHEN #FORESTPROUD WAS LAUNCHED, ITS GOAL WAS TO BRING THE FOREST SECTOR TOGETHER TO BETTER TELL THE STORY OF WHO WE ARE, WHAT WE DO, AND WHY WE ARE PROUD OF WHAT WE CONTRIBUTE TO OUR COMMUNITIES AND ECOSYSTEMS. TOGETHER, WE BUILT THE #FORESTPROUD COMMUNITY. AND TODAY, WE ARE BETTER POSITIONED TO ELEVATE TRUSTED VOICES WITHIN THE SECTOR, PROMOTE SUSTAINABLE FORESTRY PRACTICES, AND INCREASE OPPORTUNITIES FOR PUBLIC ENGAGEMENT WITH THE SECTOR AT SCALE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,096,496 | ExpenseAmt |
| Grant | $98,773 | GrantAmt |
| Desc | GOVERNMENT GRANT AND OTHER PROGRAMS: THE SOCIETY OFFERS OTHER PROGRAMS IN SERVICE OF ITS MEMBERSHIP AND OF THE PROFESSION. THE SOCIETY AWARDS GRANTS TO AFFILIATED STATE SOCIETIES FOR INNOVATIVE PROJECTS AND ACTIVITIES THAT BENEFIT THE PROFESSION. THE SOCIETY ALSO AWARDS GRANTS IN THE AREAS OF INDUSTRY LEADERSHIP, DIVERSITY AND INCLUSION, SCIENCE AND TECHNOLOGY, COMMUNICATIONS, PROFESSIONAL DEVELOPMENT, AND STUDENT LEADERSHIP. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $806,018 | ExpenseAmt |
| Grant | $10,000 | GrantAmt |
| Revenue | $935,880 | RevenueAmt |
| Desc | CONVENTIONS AND MEETINGS: THE SOCIETY'S CONVENTIONS AND MEETINGS PROGRAM IS THE PROGRAM THROUGH WHICH THE SOCIETY PLANS AND HOSTS ITS ANNUAL CONVENTION AND OTHER EVENTS PROMOTING THE PROFESSION. THE SOCIETY'S ANNUAL CONVENTION BRINGS TOGETHER FORESTRY AND NATURAL RESOURCES STUDENTS, PRACTITIONERS, ACADEMICS, AND VENDORS EACH YEAR TO SHARE KNOWLEDGE AND RECENT DEVELOPMENTS IN THE FORESTRY FIELD, AND TO OFFER NETWORKING AND CAREER DEVELOPMENT OPPORTUNITIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $718,067 | $418,757 | SCIENCE AND EDUCATION: THE SOCIETY'S SCIENCE AND EDUCATION PROGRAM WORKS TO PROTECT AND TO PROMOTE THE FIELD OF FORESTRY BY CREATING AND MAINTAINING EDUCATIONAL STANDARDS AND PROFESSIONAL CERTIFICATION PROGRAMS, AND BY PROVIDING AN EFFECTIVE MEANS FOR IDENTIFYING SCIENCE AND TECHNOLOGY NEEDS AND ENGAGING IN ISSUES RELATED TO FOREST SCIENCE AND FOREST RESOURCE MANAGEMENT. THE PROGRAM ACCREDITS FORESTRY, URBAN FORESTRY, NATURAL RESOURCE AND ECOSYSTEM MANAGEMENT, AND FOREST TECHNOLOGY PROGRAMS AT INSTITUTIONS OF POST-SECONDARY EDUCATION. THE PROGRAM CREATES AND ADMINISTERS COMPETENCY EXAMS FOR PROFESSIONALS WISHING TO BECOME CERTIFIED THROUGH THE SOCIETY OR LOCAL PROGRAMS, OR LICENSED THROUGH STATE PROGRAMS, AND EVALUATES CANDIDATE ACADEMIC AND PROFESSIONAL QUALIFICATIONS. THROUGH THE SCIENCE AND EDUCATION PROGRAM, THE SOCIETY ALSO DELIVERS ITS PROFESSIONAL DEVELOPMENT PROGRAM, WHICH OFFERS AND ACCREDITS INDUSTRY PROFESSIONALS CONTINUING EDUCATION OPPORTUNITIES, THROUGH IN PERSON AND ONLINE LEARNING CONTENT, TO DEVELOP THEIR SKILLS AND KNOWLEDGE. |
| $355,691 | $578,439 | PUBLICATIONS: THE SOCIETY'S PUBLICATIONS PROGRAM SERVES THE FORESTRY PROFESSION BY PUBLISHING SCIENTIFIC, SCHOLARLY, AND EDITORIAL CONTENT IN PRINT AND DIGITAL PERIODICALS THAT COMMUNICATE SCIENCE, RESEARCH, POLICY, AND DEVELOPMENTS IN THE FIELD. ADDITIONALLY, THE PROGRAM WORKS WITH AUTHORS TO PUBLISH WORKS OF INTEREST TO OUR MEMBERS AND THE PROFESSION AT LARGE. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,073,758 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $997,196 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,356,066 | 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 | 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 | 0 | 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 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 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 | 35 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 34 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | DC | 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 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2029383910 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 K ST NW 315 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| SAM COOK | |||||||
| PRESIDENT; CHAIR, EXECUTIVE COMMITTEE | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| REBECCA BARNARD | |||||||
| VICE PRESIDENT; CHAIR, GOVERNANCE COMMITTEE | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN MAISCH CF | |||||||
| IMMEDIATE PAST PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHRIS SCHNEPF | |||||||
| BOARD MEMBER, DISTRICT 1 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DR RONALD BOLDENOW CF | |||||||
| BOARD MEMBER, DISTRICT 2 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN TODD | |||||||
| BOARD MEMBER, DISTRICT 3 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLY NORRIS CF | |||||||
| BOARD MEMBER, DISTRICT 4 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AMBER MARCHEL | |||||||
| BOARD MEMBER, DISTRICT 5 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN BENNETT CF | |||||||
| BOARD MEMBER, DISTRICT 6 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH WURZBACHER | |||||||
| BOARD MEMBER, DISTRICT 7; CHAIR, AUDIT COMMITTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID DOSTER CF | |||||||
| BOARD MEMBER, DISTRICT 8 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DR VICTOR FORD CF | |||||||
| BOARD MEMBER, DISTRICT 9 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DR THOMAS FOX CF | |||||||
| BOARD MEMBER, DISTRICT 10; CHAIR, FINANCE COMMITTE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON HOLLAND | |||||||
| BOARD MEMBER, DISTRICT 11 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRY BAKER | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $229,000 | $0 | $16,608 | ||
| SUSANNE METZ | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $122,385 | $0 | $28,816 | ||
| WHITNEY FORMAN-COOK | |||||||
| CHIEF OPERATIONS OFFICER | 40.00 | Yes (X) | $111,599 | $0 | $13,198 | ||
| PATRICIA FINCHAM | |||||||
| DIRECTOR OF PUBLICATIONS | 40.00 | $107,348 | $0 | $12,719 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $570,332 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $71,341 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | 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 |
|---|---|---|---|---|---|
| NELSON MULLINS RILEY & SCARBOROUGH LLP | |||||
| 1320 MAIN STREET 17TH FLOOR | COLUMBIA | SC | 29201 | PROFESSIONAL AND LEGAL SERVICES | $186,623 |
| 2121 K LLC | |||||
| 1156 15TH STREET NW SUITE 310 | WASHINGTON | DC | 20005 | RENT | $170,728 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $659,998 | GovernmentGrantsAmt |
| All Other Contributions | $130,443 | AllOtherContributionsAmt |
| Total Contributions | $790,441 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONVENTIONS AND MEETINGS | 900099 | $935,880 | $935,880 |
| MEMBERSHIP DUES | 900099 | $860,359 | $860,359 |
| PUBLICATIONS | 900099 | $424,093 | $424,093 |
| SCIENCE AND EDUCATION | 611710 | $337,990 | $337,990 |
| OTHER PROGRAM REVENUE | 900099 | $185,767 | $185,767 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $176,077 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $142,716 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $33,361 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,920,166 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $634,113 | TotalRevenueColumnAmt |
| Exclusion | $634,113 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,129,605 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,909,181 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $220,424 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $220,424 | TotalRevenueColumnAmt |
| Exclusion | $220,424 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $14,211 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,581 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,630 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,630 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $30,512 | TotalRevenueColumnAmt |
| Exclusion | $30,512 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $30,512 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,607,286 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,898,435 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $33,361 | UnrelatedBusinessRevenueAmt |
| Exclusion | $885,049 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,995 | TotalAmt |
| Program Services | $79,995 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,062 | TotalAmt |
| Program Services | $41,062 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,078 | TotalAmt |
| Program Services | $2,078 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $521,607 | TotalAmt |
| Program Services | $420,133 | ProgramServicesAmt |
| Management And General | $84,905 | ManagementAndGeneralAmt |
| Fundraising | $16,569 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,633,316 | TotalAmt |
| Program Services | $1,315,571 | ProgramServicesAmt |
| Management And General | $265,868 | ManagementAndGeneralAmt |
| Fundraising | $51,877 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,568 | TotalAmt |
| Program Services | $39,120 | ProgramServicesAmt |
| Management And General | $7,906 | ManagementAndGeneralAmt |
| Fundraising | $1,542 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,774 | TotalAmt |
| Program Services | $207,626 | ProgramServicesAmt |
| Management And General | $41,961 | ManagementAndGeneralAmt |
| Fundraising | $8,187 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,679 | TotalAmt |
| Program Services | $131,031 | ProgramServicesAmt |
| Management And General | $26,481 | ManagementAndGeneralAmt |
| Fundraising | $5,167 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,935 | TotalAmt |
| Program Services | $125,320 | ProgramServicesAmt |
| Management And General | $33,168 | ManagementAndGeneralAmt |
| Fundraising | $447 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,508 | TotalAmt |
| Program Services | $26,421 | ProgramServicesAmt |
| Management And General | $6,993 | ManagementAndGeneralAmt |
| Fundraising | $94 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,410 | TotalAmt |
| Management And General | $78,410 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,545 | TotalAmt |
| Program Services | $347,370 | ProgramServicesAmt |
| Management And General | $91,936 | ManagementAndGeneralAmt |
| Fundraising | $1,239 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,109 | TotalAmt |
| Program Services | $108,110 | ProgramServicesAmt |
| Management And General | $28,613 | ManagementAndGeneralAmt |
| Fundraising | $386 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,613 | TotalAmt |
| Program Services | $227,486 | ProgramServicesAmt |
| Management And General | $33,914 | ManagementAndGeneralAmt |
| Fundraising | $1,213 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,680 | TotalAmt |
| Program Services | $244,810 | ProgramServicesAmt |
| Management And General | $57,892 | ManagementAndGeneralAmt |
| Fundraising | $978 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,649 | TotalAmt |
| Program Services | $178,696 | ProgramServicesAmt |
| Management And General | $9,573 | ManagementAndGeneralAmt |
| Fundraising | $380 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,018 | TotalAmt |
| Program Services | $235,148 | ProgramServicesAmt |
| Management And General | $125,375 | ManagementAndGeneralAmt |
| Fundraising | $495 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $567,785 | TotalAmt |
| Program Services | $447,698 | ProgramServicesAmt |
| Management And General | $118,490 | ManagementAndGeneralAmt |
| Fundraising | $1,597 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,378 | TotalAmt |
| Program Services | $2,060 | ProgramServicesAmt |
| Management And General | $307 | ManagementAndGeneralAmt |
| Fundraising | $11 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,884 | TotalAmt |
| Program Services | $18,091 | ProgramServicesAmt |
| Management And General | $2,697 | ManagementAndGeneralAmt |
| Fundraising | $96 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,083 | TotalAmt |
| Program Services | $54,472 | ProgramServicesAmt |
| Management And General | $14,417 | ManagementAndGeneralAmt |
| Fundraising | $194 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $92,993 | $80,554 | $12,009 | $430 |
| PAYROLL ADMIN | $13,123 | $10,347 | $2,739 | $37 |
| TAXES & FEES | $8,218 | $7,119 | $1,061 | $38 |
| DUES AND SUBSCRIPTIONS | $7,136 | $5,748 | $1,161 | $227 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,493,146 | TotalAmt |
| Program Services | $4,356,066 | ProgramServicesAmt |
| Management And General | $1,045,876 | ManagementAndGeneralAmt |
| Fundraising | $91,204 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $459,511 | BOYAmt |
| EOY | $303,546 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,009,949 | BOYAmt |
| EOY | $593,789 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,184 | BOYAmt |
| EOY | $353,895 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,482 | BOYAmt |
| EOY | $143,515 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $646,409 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $393,955 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,800 | BOYAmt |
| EOY | $252,454 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,775,282 | BOYAmt |
| EOY | $22,973,341 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,349,126 | BOYAmt |
| EOY | $1,205,557 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,129,334 | BOYAmt |
| EOY | $25,826,097 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $455,869 | BOYAmt |
| EOY | $404,751 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $686,887 | BOYAmt |
| EOY | $695,228 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $302,378 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,459,725 | BOYAmt |
| EOY | $1,294,627 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,602,481 | BOYAmt |
| EOY | $2,696,984 | 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 | $21,526,853 | BOYAmt |
| EOY | $22,471,514 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $657,599 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,526,853 | BOYAmt |
| EOY | $23,129,113 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,129,334 | BOYAmt |
| EOY | $25,826,097 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$885,860 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,488,120 | 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 | $55,978 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,083 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $429,893 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $326,120 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $790,441 | CurrentTaxYearAmt |
| Total | $1,657,515 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,262,829 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,712,193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,143,323 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,531,679 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,931,796 | CurrentTaxYearAmt |
| Total | $11,581,820 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,318,807 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,767,276 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,573,216 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,857,799 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,722,237 | CurrentTaxYearAmt |
| Total | $13,239,335 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $373,580 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $190,354 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $948,806 | CurrentTaxYearAmt |
| Total | $1,512,740 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $373,580 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $190,354 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $948,806 | CurrentTaxYearAmt |
| Total | $1,512,740 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $11,726,595 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $618,926 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $463,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $575,689 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $490,582 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $634,113 | CurrentTaxYearAmt |
| Total | $2,782,443 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $618,926 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $463,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $575,689 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $490,582 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $634,113 | CurrentTaxYearAmt |
| Total | $2,782,443 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,450 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,487 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,894 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,616 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,512 | CurrentTaxYearAmt |
| Total | $154,959 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,003,183 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,270,896 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,155,799 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,359,997 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,386,862 | CurrentTaxYearAmt |
| Total | $16,176,737 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.72490 | PublicSupportCY509Pct |
| Public Support PY509 | 0.76800 | PublicSupportPY509Pct |
| Investment Income CY | 0.17200 | InvestmentIncomeCYPct |
| Investment Income PY | 0.18280 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $183,498 | BeginningYearBalanceAmt |
| Contributions | $2,086 | ContributionsAmt |
| Investment Earnings Or Losses | $27,973 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,379 | GrantsOrScholarshipsAmt |
| End Year Balance | $209,178 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $222,147 | BeginningYearBalanceAmt |
| Contributions | $889 | ContributionsAmt |
| Investment Earnings Or Losses | -$34,065 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,473 | GrantsOrScholarshipsAmt |
| End Year Balance | $183,498 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $199,922 | BeginningYearBalanceAmt |
| Contributions | $1,547 | ContributionsAmt |
| Investment Earnings Or Losses | $23,558 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,880 | GrantsOrScholarshipsAmt |
| End Year Balance | $222,147 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $174,088 | BeginningYearBalanceAmt |
| Contributions | $310 | ContributionsAmt |
| Investment Earnings Or Losses | $26,580 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,056 | GrantsOrScholarshipsAmt |
| End Year Balance | $199,922 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $146,296 | BeginningYearBalanceAmt |
| Contributions | $2,530 | ContributionsAmt |
| Investment Earnings Or Losses | $27,152 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,890 | GrantsOrScholarshipsAmt |
| End Year Balance | $174,088 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.37000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.63000 | 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 | $153,585 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,214 | DepreciationAmt |
| Book Value | $109,371 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $492,824 | OtherCostOrOtherBasisAmt |
| Depreciation | $349,741 | DepreciationAmt |
| Book Value | $143,083 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $252,454 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $1,294,627 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,294,627 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,019,577 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,488,120 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,488,120 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,531,457 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $78,410 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$2,581 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $75,829 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,607,286 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,417,317 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,581 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,581 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,414,736 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $78,410 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $78,410 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,493,146 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SOCIETY'S ONLY DONOR-RESTRICTED ENDOWMENT FUND WAS ESTABLISHED IN MEMORY OF G. ROBINSON (BOB) GREGORY, WHO WAS A PIONEER IN FOREST ECONOMICS AND RESOURCE DEVELOPMENT. THE GREGORY ENDOWMENT FUND PROVIDES ECONOMIC ASSISTANCE TO OUTSTANDING STUDENTS OR PROFESSIONALS FROM OUTSIDE OF NORTH AMERICA SO THAT THEY MAY ATTEND THE SOCIETY'S ANNUAL CONFERENCE AND HAVE A MEANINGFUL ENGAGEMENT WITH THE FORESTERS OF NORTH AMERICA. |
| PART X, LINE 2: | THE SOCIETY HAS ESTIMATED THAT ITS TAXABLE ACTIVITIES WILL GENERATE AN ADDITIONAL NET OPERATING LOSS CARRYFORWARD FOR THE YEAR ENDED DECEMBER 31, 2023. IN ACCORDANCE WITH U.S. GAAP, A DEFERRED TAX ASSET RELATED TO THE NET OPERATING LOSS CARRYFORWARD, WHICH REPRESENTS A FUTURE TAX BENEFIT, SHOULD BE RECORDED. HOWEVER, DUE TO THE UNCERTAINTY THAT THE SOCIETY WILL REALIZE A BENEFIT FROM THE DEFERRED TAX ASSET, A VALUATION ALLOWANCE OF 100% HAS ALSO BEEN RECORDED. THEREFORE, THE NET DEFERRED TAX ASSET IS $-0- AT DECEMBER 31, 2023. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -2,581. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 2,581. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| APPALACHIAN SAF | ||||||||
| 194 JAY RIDGE RD | CLOVERDALE | VA | 240773029 | 237065203 | 501C3 | $6,725 | $0 | TO PROMOTE FORESTRY AND EDUCATION |
| INTERMOUNTAIN SAF | ||||||||
| 1134 N COVENANT HILL WAY | EAGLE | ID | 836167095 | 237056241 | 501C3 | $11,325 | $0 | TO PROMOTE FORESTRY AND EDUCATION |
| MISSISSIPPI SAF | ||||||||
| 407 PEBBLE BROOK DR | CLINTON | MS | 390565823 | 521273256 | 501C3 | $5,225 | $0 | TO PROMOTE FORESTRY AND EDUCATION |
| NEW ENGLAND SAF | ||||||||
| 4396 ROUTE 132 | THETFORD CENTER | VT | 050758825 | 237065209 | 501C3 | $5,950 | $0 | TO PROMOTE FORESTRY AND EDUCATION |
| VIRGINIA TECH | ||||||||
| 902 PRICES FORK ROAD SUITE 4600 | BLACKSBURG | VA | 24060 | 540721690 | 501C3 | $5,000 | $0 | TO PROMOTE FORESTRY AND EDUCATION |
| OREGON SAF | ||||||||
| 82166 LOST VALLEY LN | DEXTER | OR | 97431 | 237065108 | 501C3 | $5,083 | $0 | TO PROMOTE FORESTRY AND EDUCATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (9 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| BEALE MEMORIAL AWARD | 1 | $500 |
| MOLLIE BEATTIE VISITING SCHOLARSHIP | 3 | $15,000 |
| SAF NATIONAL AWARD | 9 | $6,000 |
| STUDENT LEADERSHIP AWARD | 1 | $200 |
| STUDENT POSTER AWARDS | 3 | $850 |
| STUDENT PRESENTATION AWARDS | 3 | $850 |
| YOUNG FORESTER LEADERSHIP AWARD | 1 | $500 |
| TRAVEL AWARDS | 5 | $2,500 |
| RMS/SAF SCHOLARSHIP | 1 | $10,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SAF MAINTAINS A THOROUGH APPLICATION AND SELECTION PROCESS WHERE APPLICABLE. CERTAIN GRANTS REQUIRE SUBSEQUENT REPORTING TO ENSURE THAT GRANT FUNDS ARE USED IN ACCORDANCE WITH THE GRANT PURPOSE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TERRY BAKER | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $210,100 | $0 | $18,900 | $0 | $0 | $0 | $13,167 | $0 | $3,441 | $0 | $245,608 | $0 | $0 | $0 |
| SUSANNE METZ | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $122,385 | $0 | $0 | $0 | $0 | $0 | $3,700 | $0 | $25,116 | $0 | $151,201 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS WERE UPDATED ON MAY 31, 2023. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERSHIP OF THE SOCIETY SHALL CONSIST OF PROFESSIONAL MEMBERS, AFFILIATE MEMBERS, INTERNATIONAL MEMBERS, AND STUDENT MEMBERS. PROFESSIONAL MEMBERS AND STUDENT MEMBERS MAY VOTE ON ANY QUESTIONS BEFORE THE SOCIETY. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS HAVE THE RIGHT TO CAST A VOTE THAT IS BINDING ON THE SOCIETY FOR THE ELECTION AND REMOVAL OF DIRECTORS AND OFFICERS. ELECTION TO THE BOARD OF DIRECTORS SHALL BE BY VOTING DISTRICTS, AND ONE MEMBER SHALL BE ELECTED FROM EACH VOTING DISTRICT. |
| FORM 990, PART VI, SECTION A, LINE 7B | MEMBERS HAVE THE RIGHT TO CAST A VOTE THAT IS BINDING ON THE SOCIETY FOR AMENDMENTS TO THE ARTICLES OF INCORPORATION AND THE BYLAWS, AND OTHER MATTERS RESERVED TO THE MEMBERS BY LAW. |
| FORM 990, PART VI, SECTION B, LINE 11B | DRAFT FROM 990 IS EMAILED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | DURING DECEMBER BOARD MEETING, (IN PREPARATION FOR FOLLOWING YEAR) ALL BOARD MEMBERS (INCLUDING NEW) SIGN A CONFLICT OF INTEREST STATEMENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THIRD-PARTY CONSULTANT PROVIDED FEEDBACK ON CEO COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | SOCIETY OF AMERICAN FORESTERS MAKES THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE VIA THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS NOT CHANGED THE OVERSIGHT PROCESS FOR ITS AUDIT OR THE SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT. |