AMERICAN FEDERATION FOR AGING: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN FEDERATION FOR AGING (EIN 13-3045282)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-27
- IRS object ID
- 202423019349300012
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-27T18:24:04-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | 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 | 133045282 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN FEDERATION FOR AGING RESEARCH | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2127039977 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WEST 39TH STREET 16TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE LEDERMAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2127039977 | PhoneNum |
| Signature | 2024-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVA MRUK | PreparerPersonNm |
| PTIN | P00543254 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2024-10-27 | 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 | STEPHANIE LEDERMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WEST 39TH STREET 16TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $25,984,424 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AFAR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO ENHANCE THE QUALITY OF LIFE AND ALLEVIATE SUFFERING BY SUPPORTING BIOMEDICAL RESEARCH ON AGING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 322 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,714,391 | PYContributionsGrantsAmt |
| CY Contributions Grants | $22,132,211 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $412,743 | PYInvestmentIncomeAmt |
| CY Investment Income | $697,124 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $15,127,134 | PYTotalRevenueAmt |
| CY Total Revenue | $22,829,335 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,333,806 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,161,657 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,249,821 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,130,596 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $199,509 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,675,908 | PYOtherExpensesAmt |
| CY Other Expenses | $2,215,549 | CYOtherExpensesAmt |
| PY Total Expenses | $16,259,535 | PYTotalExpensesAmt |
| CY Total Expenses | $17,507,802 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,132,401 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,321,533 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $33,818,934 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,621,992 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,668,833 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,925,560 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,150,101 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $30,696,432 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE AMERICAN FEDERATION FOR AGING RESEARCH ("AFAR") IS COMMITTED TO SUPPORTING THE SCIENCE OF HEALTHIER AGING. AFAR SUPPORTS NEW AND EARLY CAREER SCIENTISTS WHOSE RESEARCH EXPLORES THE BIOLOGY OF HOW PEOPLE AGE AND THE BIOLOGICAL CHANGES THAT CAUSE AGE-RELATED DISEASE. AFAR IDENTIFIES AND FUNDS A BROAD RANGE OF CUTTING EDGE RESEARCH THAT IS MOST LIKELY TO INCREASE THE BODY OF KNOWLEDGE ON THE BIOLOGY OF AGING AND LEAD TO SIGNIFICANT MEDICAL BREAK-THROUGHS IN PREVENTING AND TREATING DISEASE AND INCREASING A HEALTHY LIFESPAN. IN ADDITION, AFAR ADDRESSES THE CRITICAL SHORTAGE OF PHYSICIANS WHO ARE ADEQUATELY TRAINED TO TAKE CARE OF AN AGING SOCIETY BY COLLABORATING WITH FOUNDATIONS, CORPORATIONS AND INDIVIDUALS TO OFFER UNIQUE GRANT OPPORTUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,552,718 | ExpenseAmt |
| Grant | $13,161,657 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SCIENTIFIC PROGRAMS: AWARDS FOR BIOMEDICAL RESEARCH INTO AGING. IN 2023 AFAR AWARDED $13,161,657 TO 102 RESEARCHERS AND RESEARCH CENTERS. CREATING OPPORTUNITIES FOR SCIENTISTS AND CLINICIANS TO SHARE KNOWLEDGE AND EXCHANGE IDEAS TO ENCOURAGE INNOVATIVE THINKING AND COLLABORATIONS. IN 2023 AFAR CONDUCTED 5 CONFERENCES AND WORKSHOPS THAT CONNECTED RESEARCHERS ACROSS THE COUNTRY. | Desc |
| Total Program Service Expenses | $16,552,718 | 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 | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | 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 |
| Employee | 13 | 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 | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | 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 | 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 | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RIKI BLUM | PersonNm |
| Phone | 2127039977 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WEST 39TH STREET 16TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| STEVEN N AUSTAD PHD | ||||||||
| INTERIM CHAIR/CONSULTANT | 10.00 | Yes (X) | Yes (X) | $41,500 | $0 | $0 | ||
| LAURA M BARZILAI JD LLM | ||||||||
| VICE CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARK S LACHS MD MPH | ||||||||
| IMMEDIATE PAST PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES L KIRKLAND MD PHD | ||||||||
| PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS A RANDO MD PHD | ||||||||
| PRESIDENT-ELECT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHARLES BEEVER MBA | ||||||||
| TREASURER AND SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NIR BARZILAI MD | ||||||||
| SCIENTIFIC DIRECTOR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RICHARD W BESDINE MD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| HARVEY JAY COHEN MD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $1,000 | $0 | $0 | |||
| TERRIE FOX WETLE PHD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDRE BERTRAM | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH A BUCKFIRE | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK R COLLINS | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANA MARIA CUERVO MD PHD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NATHANIEL E DAVID PHD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID L EIGEN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NIGEL F EMMETT | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD GA FARAGHER PHD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES FICKEL | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEXANDRA L GATJE | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL W HODIN PHD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS G KAHN CFA | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER KIMMELMAN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN J LEE PHD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DENISE LEFEBVRE | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES MELLON | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA NIEDERNHOFER MD PHD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| S JAY OLSHANSKY PHD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SAMI SAGOL | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID A SINCLAIR PHD AO | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| POL VANDENBROUCKE MD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NORMAL VOLK | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KEITH WHITFIELD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOYCE M YAEGER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SERGEY YOUNG | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE LEDERMAN | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $427,729 | $0 | $79,340 | |||
| ODETTE VAN DER WILLIK | ||||||||
| PROGRAM DIRECTOR | 40.00 | $241,372 | $0 | $59,875 | Yes (X) | |||
| FREDERICA BLUM | ||||||||
| FINANCE DIRECTOR | 40.00 | $182,049 | $0 | $36,716 | Yes (X) | |||
| JOHN CHAICH | ||||||||
| COMMUNICATIONS DIRECTOR | 40.00 | $156,743 | $0 | $33,929 | Yes (X) | |||
| HATTIE HERMAN | ||||||||
| SR. PROJECT OFFICER | 40.00 | $137,061 | $0 | $35,075 | Yes (X) | |||
| CATHERINE CULLAR | ||||||||
| ADMINISTRATIVE MANAGER | 40.00 | $118,259 | $0 | $29,907 | Yes (X) | |||
| ANDREA SHERMAN | ||||||||
| PROJECT MANAGER | 40.00 | $110,923 | $0 | $2,876 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,416,636 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $277,718 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | 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 | CORNERSTONE GOVERNMENT AFFAIRS INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 MAINE AVENUE SW 7TH FLOOR | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | GOVT AFFAIRS CONSULTING | ServicesDesc |
| Compensation | $242,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,341,817 | GovernmentGrantsAmt |
| All Other Contributions | $20,790,394 | AllOtherContributionsAmt |
| Total Contributions | $22,132,211 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $688,934 | TotalRevenueColumnAmt |
| Exclusion | $688,934 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,163,279 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,155,089 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,190 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,190 | TotalRevenueColumnAmt |
| Exclusion | $8,190 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,829,335 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $697,124 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,045,157 | TotalAmt |
| Program Services | $13,045,157 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,500 | TotalAmt |
| Program Services | $76,500 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,000 | TotalAmt |
| Program Services | $40,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $849,092 | TotalAmt |
| Program Services | $671,957 | ProgramServicesAmt |
| Management And General | $75,915 | ManagementAndGeneralAmt |
| Fundraising | $101,220 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $954,775 | TotalAmt |
| Program Services | $607,721 | ProgramServicesAmt |
| Management And General | $323,004 | ManagementAndGeneralAmt |
| Fundraising | $24,050 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,401 | TotalAmt |
| Program Services | $48,642 | ProgramServicesAmt |
| Management And General | $26,852 | ManagementAndGeneralAmt |
| Fundraising | $907 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,375 | TotalAmt |
| Program Services | $81,629 | ProgramServicesAmt |
| Management And General | $40,830 | ManagementAndGeneralAmt |
| Fundraising | $5,916 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,953 | TotalAmt |
| Program Services | $85,634 | ProgramServicesAmt |
| Management And General | $28,306 | ManagementAndGeneralAmt |
| Fundraising | $8,013 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,280 | TotalAmt |
| Management And General | $28,280 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,788 | TotalAmt |
| Management And General | $39,788 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,000 | TotalAmt |
| Program Services | $242,000 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,538 | TotalAmt |
| Management And General | $57,538 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $692,711 | TotalAmt |
| Program Services | $666,886 | ProgramServicesAmt |
| Fundraising | $25,825 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,295 | TotalAmt |
| Program Services | $149,295 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,902 | TotalAmt |
| Program Services | $27,075 | ProgramServicesAmt |
| Management And General | $44,489 | ManagementAndGeneralAmt |
| Fundraising | $18,338 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,626 | TotalAmt |
| Program Services | $178,626 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,927 | TotalAmt |
| Program Services | $154,220 | ProgramServicesAmt |
| Management And General | $51,989 | ManagementAndGeneralAmt |
| Fundraising | $14,718 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,023 | TotalAmt |
| Program Services | $146,023 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $341,277 | TotalAmt |
| Program Services | $321,053 | ProgramServicesAmt |
| Management And General | $19,702 | ManagementAndGeneralAmt |
| Fundraising | $522 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,208 | TotalAmt |
| Management And General | $7,208 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,674 | TotalAmt |
| Management And General | $11,674 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REPAIRS AND MAINTENANCE | Desc |
| Total | $10,300 | TotalAmt |
| Program Services | $10,300 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,507,802 | TotalAmt |
| Program Services | $16,552,718 | ProgramServicesAmt |
| Management And General | $755,575 | ManagementAndGeneralAmt |
| Fundraising | $199,509 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,157,182 | BOYAmt |
| EOY | $4,623,024 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,583 | BOYAmt |
| EOY | $1,978,350 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,371,824 | BOYAmt |
| EOY | $22,196,150 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,836 | BOYAmt |
| EOY | $66,508 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $36,040 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,261 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,987 | BOYAmt |
| EOY | $15,779 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,924,001 | BOYAmt |
| EOY | $15,869,845 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,997,521 | BOYAmt |
| EOY | $1,872,336 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,818,934 | BOYAmt |
| EOY | $46,621,992 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,939 | BOYAmt |
| EOY | $408,001 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,777,327 | BOYAmt |
| EOY | $15,114,525 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $586,567 | BOYAmt |
| EOY | $403,034 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,668,833 | BOYAmt |
| EOY | $15,925,560 | 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 | $6,203,960 | BOYAmt |
| EOY | $8,074,940 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,946,141 | BOYAmt |
| EOY | $22,621,492 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,150,101 | BOYAmt |
| EOY | $30,696,432 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,818,934 | BOYAmt |
| EOY | $46,621,992 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,321,533 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,746,579 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $478,219 | 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,436,685 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,582,532 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,473,680 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,714,391 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,132,211 | CurrentTaxYearAmt |
| Total | $57,339,499 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,436,685 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,582,532 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,473,680 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,714,391 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,132,211 | CurrentTaxYearAmt |
| Total | $57,339,499 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $38,316,405 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,023,094 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $238,587 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $327,112 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $820,893 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $412,546 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $688,934 | CurrentTaxYearAmt |
| Total | $2,488,072 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $20,167 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,500 | CurrentTaxYearMinus2YearsAmt |
| Total | $23,667 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $59,851,238 | TotalSupportAmt |
| Public Support CY170 | 0.31780 | PublicSupportCY170Pct |
| Public Support PY170 | 0.38460 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests PY170 | Yes (X) | ThirtyThrPctSuprtTestsPY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISC INCOME - 2020 AMOUNT: $ 20,167. 2021 AMOUNT: $ 3,500. | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $242,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $242,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION CONSULTED WITH A GOVERNMENT AFFAIRS COMPANY TO PROVIDE STRATEGIC CONSULTING AND ADVOCACY SERVICES IN DEALING WITH FEDERAL, STATE AND LOCAL GOVERNMENTS AND GOVERNMENTAL AND REGULATORY AUTHORITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,357,344 | BeginningYearBalanceAmt |
| Contributions | $4,372 | ContributionsAmt |
| Investment Earnings Or Losses | $2,171,914 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $113,037 | OtherExpendituresAmt |
| End Year Balance | $13,420,593 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,669,188 | BeginningYearBalanceAmt |
| Contributions | $50,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,336,437 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $25,407 | OtherExpendituresAmt |
| End Year Balance | $11,357,344 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,588,672 | BeginningYearBalanceAmt |
| Contributions | $50,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,814,912 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $784,396 | OtherExpendituresAmt |
| End Year Balance | $13,669,188 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,147,577 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $1,782,265 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $341,170 | OtherExpendituresAmt |
| End Year Balance | $12,588,672 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,509,966 | BeginningYearBalanceAmt |
| Contributions | $50,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,893,037 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $305,426 | OtherExpendituresAmt |
| End Year Balance | $11,147,577 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.25560 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.53500 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20940 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,375 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,462 | DepreciationAmt |
| Book Value | $14,913 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,665 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,799 | DepreciationAmt |
| Book Value | $866 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,779 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $403,034 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $403,034 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $24,580,419 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,746,579 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $62,043 | OtherRevenueAmt |
| Revenue Not Reported | $1,808,622 | RevenueNotReportedAmt |
| Revenue Subtotal | $22,771,797 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $57,538 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $57,538 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $22,829,335 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,034,088 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,034,088 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $57,538 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $416,176 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $473,714 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $17,507,802 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION HAS APPROXIMATELY TEN DIFFERENT FUNDS ESTABLISHED BY DONORS TO PROVIDE ANNUAL FUNDING FOR SPECIFIC ACTIVITIES AND GENERAL SUPPORTING SERVICES. THE ENDOWMENT ALSO INCLUDES CERTAIN NET ASSETS WITHOUT DONOR RESTRICTIONS THAT HAVE BEEN DESIGNATED BY THE BOARD OF DIRECTORS. |
| PART X, LINE 2: | THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2020. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGES IN BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 62,043. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANT WRITE OFFS AND REFUNDS REPORTED ON PART XI, LINE 9 416,176. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| NORTH AMERICA | 0 | 0 | GRANTMAKING | $30,000 |
| EUROPE | 0 | 0 | GRANTMAKING | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $40,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $40,000 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (4 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| NORTH AMERICA | CONFERENCE SUPPORT | $10,000 | WIRE TRANSFER | $0 |
| EUROPE | CONFERENCE SUPPORT | $10,000 | WIRE TRANSFER | $0 |
| NORTH AMERICA | CONFERENCE SUPPORT | $10,000 | WIRE TRANSFER | $0 |
| NORTH AMERICA | CONFERENCE SUPPORT | $10,000 | WIRE TRANSFER | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
| 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 I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH GRANT REQUIRES REPORTING THAT IS SUBMITTED ACCORDING TO THE DURATION OF THE GRANT, THE AMOUNT OF THE GRANT, AND THE FUNDERS REQUESTS. ALL GRANTS REQUIRE FINAL NARRATIVE AND FINANCIAL REPORTING DUE WITHIN 90 DAYS OF THE GRANT END DATE. THE NARRATIVE REPORTS STATE THE WORK THAT WAS CARRIED OUT ON THE GRANT TO ENSURE IT FALLS WITHIN THE SPECIFIC AIMS OUTLINED IN THE PROPOSAL. THE FINANCIAL REPORTS SHOW THE ORIGINAL BUDGET VERSUS THE ACTUAL EXPENSES. IF A FUNDER REQUESTS IT, A MULTI YEAR GRANT WILL REQUIRE AN INTERIM FINANCIAL REPORT TO BE REVIEWED AND APPROVED BEFORE THE NEXT YEAR OF FUNDING IS SENT. ALL MULTI YEAR GRANTS REQUIRE NARRATIVE REPORTS TO BE REVIEWED AND APPROVED BEFORE THE NEXT YEAR OF FUNDING IS SENT. GRANTS WHERE THE FUNDER DOES NOT REQUEST INTERIM FINANCIAL REPORTS ALLOW FOR AUTOMATIC CARRYOVER OF THE GRANT FUNDS. ALL UNSPENT GRANT FUNDS ARE RETURNED TO AFAR AFTER THE GRANT END DATE. MORE SPECIFIC DETAILS ON THE REPORTING ARE SHOWN VIA OUR REPORTING INSTRUCTIONS VIA THIS LINK: HTTPS://WWW.AFAR.ORG/ADMINISTRATIVE-GUIDELINES. GRANTEES ARE CHOSEN USING A THOROUGH SELECTION PROCESS. APPLICATION GUIDELINES AND DEADLINES ARE POSTED ON OUR WEBSITE. APPLICATIONS ARE COLLECTED AND UNDERGO AN ADMINISTRATIVE REVIEW TO MAKE SURE GUIDELINES ARE MET. THE APPLICANTS THAT MAKE IT PAST THE FIRST ROUND ARE PRESENTED TO A SCIENTIFIC COMMITTEE AND AFAR STAFF MEMBERS WHO REVIEW EACH APPLICATION. REVIEWERS DISCUSS EACH APPLICANT AND SCORE EACH APPLICANT DURING A 2-3 HOUR REVIEW PROCESS. ONCE SELECTED, THE FUNDER AND/OR THE AFAR BOARD APPROVES THE SELECTIONS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (50 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ACADEMICS FOR THE FUTURE OF SCIENCE | ||||||||
| 147 WASHINGTON ST | MEDFORD | MA | 02155 | 814398627 | 501(C)(3) | $6,500 | $0 | CONFERENCE SUPPORT |
| ACADEMY FOR HEALTH AND LIFESPAN RESEARCH | ||||||||
| 75 PARK PLZ STE 3 | BOSTON | MA | 02116 | 833184159 | 501(C)(3) | $139,205 | $0 | SCIENTIFIC RESEARCH |
| ALBERT EINSTEIN COLLEGE MEDICINE | ||||||||
| 1300 MORRIS PARK AVENUE | BRONX | NY | 10461 | 830621846 | 501(C)(3) | $375,000 | $0 | SCIENTIFIC RESEARCH |
| AMERICAN AGING ASSOCIATION | ||||||||
| 1123 COMANCHE PATH | BANDERA | TX | 78003 | 237364654 | 501(C)(3) | $6,000 | $0 | SCIENTIFIC RESEARCH/CONFERENCE |
| AMERICAN GERIATRICS SOCIETY | ||||||||
| 40 FULTON STREET SUITE 809 | NEW YORK | NY | 10038 | 131950896 | 501(C)(3) | $30,388 | $0 | SCIENTIFIC RESEARCH |
| BROWN UNIVERSTITY | ||||||||
| 69 BROWN STREET 2ND FLOOR | PROVIDENCE | RI | 02912 | 050258809 | 501(C)(3) | $75,000 | $0 | SCIENTIFIC RESEARCH |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| 1200 E CALIFORNIA BLVD | PASADENA | CA | 91125 | 951643307 | 501(C)(3) | $375,000 | $0 | SCIENTIFIC RESEARCH |
| COLUMBIA UNIVERSITY | ||||||||
| PO BOX 29789 | NEW YORK | NY | 10087 | 135598093 | 501(C)(3) | $630,000 | $0 | SCIENTIFIC RESEARCH |
| DUKE UNIVERSITY | ||||||||
| 1525 WEST HT HARRIS BLVD | CHARLOTTE | NC | 28262 | 560532129 | 501(C)(3) | $150,000 | $0 | SCIENTIFIC RESEARCH |
| GERONTOLOGICAL SOCIETY OF AMERICA | ||||||||
| 1220 L STREET NW SUITE 901 | WASHINGTON | DC | 20005 | 440553234 | 501(C)(3) | $10,000 | $0 | CONFERENCE SUPPORT |
| GORDON RESEARCH CONFERENCE | ||||||||
| 5586 POST ROAD G02 | EAST GREENWICH | RI | 02818 | 260150662 | 501(C)(3) | $10,000 | $0 | CONFERENCE SUPPORT |
| HARVARD MEDICAL SCHOOL | ||||||||
| 25 SHATTUCK STREET | BOSTON | MA | 02215 | 042103580 | 501(C)(3) | $975,000 | $0 | SCIENTIFIC RESEARCH |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | ||||||||
| ONE GUSTAVE LEVY PLACE | NEW YORK | NY | 10029 | 136171197 | 501(C)(3) | $740,751 | $0 | SCIENTIFIC RESEARCH |
| INDIANA UNIVERSITY | ||||||||
| 620 UNION DRIVE ROOM 518 | INDIANAPOLIS | IN | 46266 | 356001673 | STATE OF ID | $123,344 | $0 | SCIENTIFIC RESEARCH |
| IOWA STATE UNIVERSITY | ||||||||
| 1601 GOLDEN ASPEN DRIVE | AMES | IA | 50010 | 426004224 | STATE OF IA | $10,000 | $0 | CONFERENCE SUPPORT |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 5501 HOPKINS BAYVIEW CIRCLE | BALTIMORE | MD | 21224 | 520595110 | 501(C)(3) | $709,648 | $0 | SCIENTIFIC RESEARCH |
| KEYSTONE SYMPOSIA | ||||||||
| PO BOX 1630 | SILVERTHORNE | CO | 80498 | 841326605 | 501(C)(3) | $10,000 | $0 | CONFERENCE SUPPORT |
| MAYO CLINIC | ||||||||
| 200 FIRST STREE SW | ROCHESTER | MN | 55905 | 416011702 | 501(C)(3) | $170,000 | $0 | SCIENTIFIC RESEARCH/CONFERENCE |
| METHUSALEH FOUNDATION | ||||||||
| 8021 FLINT STREET | SPRINGFIELD | VA | 22153 | 542040344 | 501(C)(3) | $10,000 | $0 | CONFERENCE SUPPORT |
| NATIONAL INSTITUTE ON AGING NIH | ||||||||
| PO BOX 8057 | GATHERSBURG | MD | 20898 | 520858115 | 501(C)(3) | $375,000 | $0 | SCIENTIFIC RESEARCH |
| NEW YORK ACADEMY OF SCIENCES | ||||||||
| 115 BROADWAY 8TH FLOOR | NEW YORK | NY | 10006 | 131773640 | 501(C)(3) | $10,000 | $0 | CONFERENCE SUPPORT |
| NORTHWESTERN UNIVERSITY | ||||||||
| 633 CLARK - ROOM G547 | EVANSTON | IL | 60208 | 362167817 | 501(C)(3) | $75,000 | $0 | SCIENTIFIC RESEARCH |
| OHIO STATE UNIVERSITY | ||||||||
| 1960 KENNY ROAD | COLUMBUS | OH | 43210 | 316025986 | 501(C)(3) | $150,000 | $0 | SCIENTIFIC RESEARCH |
| PENNSYLVANIA STATE UNIVERSITY | ||||||||
| 227 W BEAVER AVE | STATE COLLEGE | PA | 16801 | 246000376 | STATE OF PA | $1,125,000 | $0 | SCIENTIFIC RESEARCH |
| PHAEDON INSITUTE | ||||||||
| 4415 SAINT ANDREWS ROAD | OAKLAND | CA | 94605 | 884104424 | 501(C)(3) | $10,000 | $0 | CONFERENCE SUPPORT |
| RESEARCH INSTITUTE OF FOX CHASE CANCER CTR | ||||||||
| 333 COTTMAN AVENUE | PHILADELPHIA | PA | 19111 | 236296135 | 501(C)(3) | $54,000 | $0 | SCIENTIFIC RESEARCH |
| RUTGERS STATE UNIVERSITY NEW JERSEY | ||||||||
| 33 KNIGHTSBRIDGE ROAD | PISCATAWAY | NJ | 08854 | 226001086 | STATE OF NJ | $299,999 | $0 | SCIENTIFIC RESEARCH |
| STANFORD UNIVERSITY | ||||||||
| 355 GALVEZ STREET | STANFORD | CA | 94305 | 941156365 | 501(C)(3) | $75,000 | $0 | SCIENTIFIC RESEARCH |
| SUNY BUFFALO | ||||||||
| RESEARCH FDTN UB COMMONS SUITE 211 | BUFFALO | NY | 14228 | 141368361 | STATE OF NY | $54,000 | $0 | SCIENTIFIC RESEARCH |
| SYRACUSE UNIVERSITY | ||||||||
| 211 LYMAN HALL | SYRACUSE | NY | 13244 | 150532081 | 501(C)(3) | $375,000 | $0 | SCIENTIFIC RESEARCH |
| UNC PUBLIC HEALTH FOUNDATION | ||||||||
| 135 DAUER DRIVE 7400 | CHAPEL HILL | NC | 27599 | 561717285 | 501(C)(3) | $10,000 | $0 | CONFERENCE SUPPORT |
| UNIVERSITY OF CALIFORNIA IRVINE | ||||||||
| 228 ALDRICH HALL | IRVINE | CA | 92697 | 952226406 | STATE OF CA | $375,000 | $0 | SCIENTIFIC RESEARCH |
| UNIVERSITY OF CALIFORNIA SANTA BARBARA | ||||||||
| SAASB BUILDING ROOM 1212 | SANTA BARBARA | CA | 93106 | 956006145 | STATE OF CA | $375,000 | $0 | SCIENTIFIC RESEARCH |
| UNIVERSITY OF CALIFORNIA BERKELEY | ||||||||
| 2195 HEARST AVENUE | BERKELEY | CA | 94720 | 946002123 | STATE OF CA | $85,000 | $0 | SCIENTIFIC RESEARCH/CONFERENCE |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | ||||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92063 | 956006144 | STATE OF CA | $31,284 | $0 | SCIENTIFIC RESEARCH |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||||
| 1855 FOLSOM STREET | SAN FRANCISCO | CA | 94143 | 946036493 | STATE OF CA | $242,462 | $0 | SCIENTIFIC RESEARCH |
| UNIVERSITY OF COLORADO - BOULDER | ||||||||
| 3100 MARINE STREET | BOULDER | CO | 80309 | 846000555 | STATE OF CO | $375,000 | $0 | SCIENTIFIC RESEARCH |
| UNIVERSITY OF CONNECTICUT HEALTH CENTER | ||||||||
| 263 FARMINGTON AVE | FARMINGTON | CT | 06030 | 521725543 | 501(C)(3) | $75,000 | $0 | SCIENTIFIC RESEARCH |
| UNIVERSITY OF FLORIDA | ||||||||
| 207 GRINTER HALL | GAINESVILLE | FL | 32611 | 596002052 | STATE OF FL | $524,991 | $0 | SCIENTIFIC RESEARCH |
| UNIVERSITY OF ILLINOIS - CHICAGO | ||||||||
| 28395 NETWORK PLACE | CHICAGO | IL | 60673 | 376000511 | STATE OF IL | $75,000 | $0 | SCIENTIFIC RESEARCH |
| UNIVERSITY OF MASSACHUSETTS | ||||||||
| 55 LAKE AVENUE NORTH | WORCESTER | MA | 01655 | 104316735 | STATE OF MA | $150,000 | $0 | SCIENTIFIC RESEARCH |
| UNIVERSITY OF OKLAHOMA | ||||||||
| 865 RESEARCH PARKWAY | OKLAHOMA CITY | OK | 73126 | 731563627 | STATE OF OK | $375,000 | $0 | SCIENTIFIC RESEARCH |
| UNIVERSITY OF PITTSBURGH | ||||||||
| PO BOX 640458 | PITTSBURGH | PA | 15264 | 250965591 | 501(C)(3) | $428,965 | $0 | SCIENTIFIC RESEARCH |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| 3500 S FIGUEROA | LOS ANGELES | CA | 90089 | 951642394 | 501(C)(3) | $159,998 | $0 | SCIENTIFIC RESEARCH/CONFERENCE |
| UNIVERSITY OF TEXAS HEALTH SCIENCE CTR HOUSTON | ||||||||
| PO BOX 301418 | DALLAS | TX | 75303 | 741761309 | 501(C)(3) | $524,990 | $0 | SCIENTIFIC RESEARCH |
| UNIVERSITY OF WISCONSIN | ||||||||
| 21 NORTH PARK STREET SUITE 6401 | MADISON | WI | 53715 | 396006492 | STATE OF WI | $149,345 | $0 | SCIENTIFIC RESEARCH |
| VANDERBILT UNIV MEDICAL CENTER | ||||||||
| 2301 VANDERBILT PL | NASHVILLE | TN | 37240 | 620476822 | 501(C)(3) | $524,997 | $0 | SCIENTIFIC RESEARCH |
| WAYNE STATE UNIVERSITY | ||||||||
| 5057 WOODWARD AVE 13TH FLOOR | DETROIT | MI | 48202 | 386028429 | STATE OF MI | $150,000 | $0 | SCIENTIFIC RESEARCH |
| WEILL MEDICAL COLLEGE CORNELL UNIV | ||||||||
| 1300 YORK AVENUE | NEW YORK | NY | 10087 | 131623978 | 501(C)(3) | $75,000 | $0 | SCIENTIFIC RESEARCH |
| YALE UNIVERSITY | ||||||||
| 38 HILLHOUSE AVENUE | NEW HAVEN | CT | 06511 | 060646973 | 501(C)(3) | $1,155,485 | $0 | SCIENTIFIC RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 50 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| MEDICAL STUDENT SCHOLARSHIPS | 3 | $12,000 |
| HONORARY AWARDS | 2 | $10,000 |
| BIOLOGY OF AGING SCHOLARSHIPS | 10 | $50,000 |
| PEARSON FELLOW | 1 | $4,500 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH GRANT REQUIRES REPORTING THAT IS SUBMITTED ACCORDING TO THE DURATION OF THE GRANT, THE AMOUNT OF THE GRANT, AND THE FUNDERS REQUESTS. ALL GRANTS REQUIRE FINAL NARRATIVE AND FINANCIAL REPORTING DUE WITHIN 90 DAYS OF THE GRANT END DATE. THE NARRATIVE REPORTS STATE THE WORK THAT WAS CARRIED OUT ON THE GRANT TO ENSURE IT FALLS WITHIN THE SPECIFIC AIMS OUTLINED IN THE PROPOSAL. THE FINANCIAL REPORTS SHOW THE ORIGINAL BUDGET VERSUS THE ACTUAL EXPENSES. IF A FUNDER REQUESTS IT, A MULTI YEAR GRANT WILL REQUIRE AN INTERIM FINANCIAL REPORT TO BE REVIEWED AND APPROVED BEFORE THE NEXT YEAR OF FUNDING IS SENT. ALL MULTI YEAR GRANTS REQUIRE NARRATIVE REPORTS TO BE REVIEWED AND APPROVED BEFORE THE NEXT YEAR OF FUNDING IS SENT. GRANTS WHERE THE FUNDER DOES NOT REQUEST INTERIM FINANCIAL REPORTS ALLOW FOR AUTOMATIC CARRYOVER OF THE GRANT FUNDS. ALL UNSPENT GRANT FUNDS ARE RETURNED TO AFAR AFTER THE GRANT END DATE. MORE SPECIFIC DETAILS ON THE REPORTING ARE SHOWN VIA OUR REPORTING INSTRUCTIONS VIA THIS LINK: HTTPS://WWW.AFAR.ORG/ADMINISTRATIVE-GUIDELINES. GRANTEES ARE CHOSEN USING A THOROUGH SELECTION PROCESS. APPLICATION GUIDELINES AND DEADLINES ARE POSTED ON OUR WEBSITE. APPLICATIONS ARE COLLECTED AND UNDERGO AN ADMINISTRATIVE REVIEW TO MAKE SURE GUIDELINES ARE MET. THE APPLICANTS THAT MAKE IT PAST THE FIRST ROUND ARE PRESENTED TO A SCIENTIFIC COMMITTEE AND AFAR STAFF MEMBERS WHO REVIEW EACH APPLICATION. REVIEWERS DISCUSS EACH APPLICANT AND SCORE EACH APPLICANT DURING A 2-3 HOUR REVIEW PROCESS. ONCE SELECTED, THE FUNDER AND/OR THE AFAR BOARD APPROVES THE SELECTIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEPHANIE LEDERMAN | ||||||||||||||
| EXECUTIVE DIRECTOR | $427,729 | $0 | $0 | $0 | $0 | $0 | $42,500 | $0 | $36,840 | $0 | $507,069 | $0 | $0 | $0 |
| ODETTE VAN DER WILLIK | ||||||||||||||
| PROGRAM DIRECTOR | $241,372 | $0 | $0 | $0 | $0 | $0 | $24,255 | $0 | $35,620 | $0 | $301,247 | $0 | $0 | $0 |
| FREDERICA BLUM | ||||||||||||||
| FINANCE DIRECTOR | $182,049 | $0 | $0 | $0 | $0 | $0 | $18,537 | $0 | $18,179 | $0 | $218,765 | $0 | $0 | $0 |
| JOHN CHAICH | ||||||||||||||
| COMMUNICATIONS DIRECTOR | $156,743 | $0 | $0 | $0 | $0 | $0 | $15,750 | $0 | $18,179 | $0 | $190,672 | $0 | $0 | $0 |
| HATTIE HERMAN | ||||||||||||||
| SR. PROJECT OFFICER | $137,061 | $0 | $0 | $0 | $0 | $0 | $14,000 | $0 | $21,075 | $0 | $172,136 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING INDIVIDUALS HAVE A FAMILY RELATIONSHIP RICHARD BESDINE AND TERRIE FOX WETLE AND NIR BARZILAI AND LAURA BARZILAI. |
| FORM 990, PART VI, SECTION B, LINE 11B | AFAR'S FINANCE COMMITTEE PERFORMS THE INITIAL REVIEW OF THE DRAFT 990 DOCUMENT. THE FINANCE COMMITTEE REQUESTS CHANGES AS NEEDED AND APPROVES THE DOCUMENT. AFTER COMMITTEE APPROVAL HAS BEEN OBTAINED, THE MEMBERS OF THE AFAR BOARD OF DIRECTORS ARE PROVIDED WITH A COPY OF THE FINAL VERSION OF THE FORM 990. THE EXECUTIVE DIRECTOR THEN PROVIDES APPROVAL FOR EFILING WITH THE APPROPRIATE AGENCY. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT THE BEGINNING OF EACH FISCAL YEAR, AFAR DIRECTORS ARE SENT A COPY OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY FOR THEIR REVIEW AND SIGNATURE. DIRECTORS RETURN THE EXECUTED COPIES TO THE ORGANIZATION. DIRECTORS ARE ALSO ASKED TO INFORM THE BOARD CHAIR AND EXECUTIVE DIRECTOR OF ANY POSSIBLE CONFLICTS OF INTEREST THAT ARISE DURING THE COURSE OF THE YEAR. EACH CASE REPORTED IS EVALUATED SEPARATELY AND AN APPROPRIATE DETERMINATION/RESOLUTION IS REACHED. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE ORGANIZATION'S BOARD OF DIRECTORS HAS A COMPENSATION ANALYSIS TASK FORCE THAT IS EMPOWERED TO PERIODICALLY REVIEW THE COMPENSATION OF THE CHIEF EXECUTIVE (EXECUTIVE DIRECTOR) OF THE ORGANIZATION AND THE DEPUTY EXECUTIVE (DEPUTY EXECUTIVE DIRECTOR). THE PROCESS INCLUDES A REVIEW OF THE COMPENSATION OF EXECUTIVE DIRECTORS AND SIMILAR POSITIONS AT LIKE-MINDED ORGANIZATIONS, REVIEW OF RECENT NOT-FOR-PROFIT COMPENSATION SURVEYS AND CLOSED SESSION DISCUSSIONS ON THE RECENT OVERALL PERFORMANCE OF THE EXECUTIVE DIRECTOR AND THE DEPUTY EXECUTIVE DIRECTOR. THE COMPENSATION ANALYSIS TASK FORCE, IN CONJUNCTION WITH THE BOARD CHAIR, SETS THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND THE DEPUTY EXECUTIVE DIRECTOR. THE COMPENSATION REVIEW PROCESS WAS LAST UNDERTAKEN IN AUGUST 2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS OF THE ORGANIZATION ARE AVAILABLE FOR INSPECTION BY THE PUBLIC UPON REQUEST IN ELECTRONIC OR HARD COPY FORMAT. THE ORGANIZATION'S CONFLICT OF INTEREST, WHISTLEBLOWER AND DOCUMENT RETENTION POLICIES ARE AVAILABLE UPON REQUEST FOR INSPECTION BY THE PUBLIC IN ELECTRONIC OR HARD COPY FORMAT. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON AFAR'S WEBSITE. |
| FORM 990, PART VII, SECTION A: | STEVEN N AUSTAD, PHD WAS COMPENSATED $41,500 DURING THE YEAR FOR SERVICES PROVIDED TO AFAR AS A CONSULTANT. HE WAS NOT COMPENSATED FOR HIS ROLE AS THE INTERIM CHAIR ON THE BOARD OF DIRECTORS. HARVEY JAY COHEN, MD WAS COMPENSATED 1,000 DURING THE YEAR FOR SERVICES PROVIDED TO AFAR AS A CONSULTANT. HE WAS NOT COMPENSATED FOR HIS ROLE AS A DIRECTOR ON THE BOARD OF DIRECTORS. |
| FORM 990, PART XI, LINE 9: | GRANT WRITE OFFS AND REFUNDS 416,176. CHANGES IN BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 62,043. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. |