SOCIETY FOR SCHOLARLY PUBLISHING: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY FOR SCHOLARLY PUBLISHING (EIN 52-1125072)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-07-31
- IRS object ID
- 202302139349300100
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-31T23:25:06-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481243147 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTOPHER J CLAIR CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6409 GLADSTONE DRIVE | AddressLine1Txt |
| City | SHAWNEE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66218 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521125072 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY FOR SCHOLARLY PUBLISHING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 8564390500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1120 ROUTE 73 STE 200 | AddressLine1Txt |
| City | MOUNT LAUREL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08054 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELANIE DOLECHEK | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8564390500 | PhoneNum |
| Signature | 2023-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MELANIE | PersonFirstNm |
| Person Last | DOLECHEK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER J CLAIR | PreparerPersonNm |
| PTIN | P00218187 | PTIN |
| Phone | 9136310336 | PhoneNum |
| Preparation | 2023-07-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MIRANDA WALKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1120 ROUTE 73 STE 200 | AddressLine1Txt |
| City | MOUNT LAUREL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,329,520 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.sspnet.org | WebsiteAddressTxt |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | THE SOCIETY IS AN ORGANIZATION COMPRISED OF PUBLISHERS, PRINTERS, SCHOLARS, LIBRARIANS AND OTHERS INVOLVED WITH SCHOLARLY COMMUNICATION. THE MISSION OF THE ORGANIZATION IS TO ADVANCE SCHOLARLY PUBLISHING AND COMMUNICATION AND THE PROFESSIONAL DEVELOPMENT OF ITS MEMBERS THROUGH EDUCATION, COLLABORATION, AND NETWORKING AMONG INDIVIDUALS IN THE FIELD. THE SOCIETY CONDUCTS EDUCATIONAL PROGRAMS THROUGH AN ANNUAL MEETING, SEMINARS, WEBINARS AND WORKSHOPS DESIGNED TO DISSEMINATE INFORMATION REGARDING SCHOLARLY PUBLISHING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $113,977 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $118,685 | PYContributionsGrantsAmt |
| CY Contributions Grants | $162,763 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $615,384 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,005,687 | CYProgramServiceRevenueAmt |
| PY Investment Income | $22,157 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,370 | CYInvestmentIncomeAmt |
| PY Other Revenue | $152,477 | PYOtherRevenueAmt |
| CY Other Revenue | $137,483 | CYOtherRevenueAmt |
| PY Total Revenue | $908,703 | PYTotalRevenueAmt |
| CY Total Revenue | $1,326,303 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $226,350 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $304,484 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $498,216 | PYOtherExpensesAmt |
| CY Other Expenses | $1,019,247 | CYOtherExpensesAmt |
| PY Total Expenses | $724,566 | PYTotalExpensesAmt |
| CY Total Expenses | $1,323,731 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $184,137 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,572 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,914,046 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,677,572 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $281,428 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $301,508 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,632,618 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,376,064 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE MISSION STATEMENT ON 990 PAGE 1, PART 1 AND CONTINUING ON SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $791,799 | ExpenseAmt |
| Revenue | $1,029,193 | RevenueAmt |
| Desc | EDUCATIONAL PROGRAMS -- ANNUAL MEETING, SEMINARS, WEBINARS AND WORKSHOPS DESIGNED TO DISSEMINATE INFORMATION REGARDING SCHOLARLY PUBLISHING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $35,806 | ExpenseAmt |
| Desc | GENERATIONS FUND ENDOWMENT -- THIS ENDOWMENT HAS BEEN ESTABLISHED TO PROVIDE SUSTAINABLE FUNDING FOR THE SOCIETY'S INITIATIVES AND PROGRAMS THAT SUPPORT THE DEVELOPMENT OF PUBLISHING PROFESSIONALS. THIS CAN INCLUDE THE SOCIETY'S FELLOWSHIP PROGRAM, MENTORSHIP PROGRAM, AND THE INITIATIVES OF THE DIVERSITY, EQUITY AND INCLUSION COMMITTEE BUT MAY ALSO INCLUDE OTHER ACTIVITIES THAT THE BOARD OF DIRECTORS DETERMINES FULFILLS THE MANDATE OF SUPPORTING THE DEVELOPMENT OF A STRONG PUBLISHING PROFESSION FOR FUTURE GENERATIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $827,605 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION HEADQUARTERS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8564390500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1120 ROUTE 73 SUITE 200 | AddressLine1Txt |
| City | MOUNT LAUREL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08054 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ALICE MEADOWS | ||||||
| PAST PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MIRANDA WALKER | ||||||
| PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RANDY TOWNSEND | ||||||
| PRESIDENT ELECT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| EMILIE DELQUIE | ||||||
| SECRETARY/TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GABRIEL HARP | ||||||
| AT LARGE MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MEREDITH ADINOLFI | ||||||
| AT LARGE MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLOTTE ROH | ||||||
| AT LARGE MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR SAI KONDA | ||||||
| AT LARGE MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL DI NATALE | ||||||
| AT LARGE MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TAO TAO | ||||||
| AT LARGE MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HANNAH HECKNER SWAIN | ||||||
| AT LARGE MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SARA ROUHI | ||||||
| AT LARGE MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR CHHAVI CHAUHAN PHD | ||||||
| AT LARGE MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MELANIE DOLECHEK | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $172,966 | $0 | $8,605 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $172,966 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $8,605 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SHERATON GRAND CHICAGO | |||||
| 301 E NORTH WATER ST | CHICAGO | IL | 60611 | ANNUAL CONFERENCE | $338,290 |
| SMARTSOURCE COMPUTER & AUDIO VISUAL RENT | |||||
| PO BOX 289 | LAUREL | NY | 11948 | ANNUAL CONFERENCE | $150,827 |
| ASSOCIATION HEADQUARTERS INC | |||||
| 1120 ROUTE 73 STE 200 | MOUNT LAUREL | NJ | 08054 | MANAGEMENT SERVICES/INDUSTRY RELATIONS | $107,048 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $162,763 | AllOtherContributionsAmt |
| Total Contributions | $162,763 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ANNUAL MEETING | 611710 | $554,701 | $548,326 | $6,375 |
| MEMBERSHIP DUES | 611710 | $318,411 | $318,411 | |
| SEMINARS AND WORKSHOPS | 611710 | $132,575 | $132,575 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,005,687 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,771 | TotalRevenueColumnAmt |
| Exclusion | $18,771 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,816 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,217 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,599 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,599 | TotalRevenueColumnAmt |
| Exclusion | $1,599 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| WEBSITE - ADVERTISING | 541800 | $107,602 | $107,602 | |
| EMPLOYER PAYROLL TAX C | 611710 | $28,000 | $28,000 | |
| OTHER REVENUE | 611710 | $1,881 | $1,881 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $137,483 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,326,303 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,029,193 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $113,977 | UnrelatedBusinessRevenueAmt |
| Exclusion | $20,370 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,571 | TotalAmt |
| Management And General | $181,571 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,840 | TotalAmt |
| Management And General | $86,840 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,131 | TotalAmt |
| Management And General | $10,131 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,942 | TotalAmt |
| Management And General | $25,942 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,627 | TotalAmt |
| Program Services | $78,525 | ProgramServicesAmt |
| Management And General | $40,102 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,411 | TotalAmt |
| Management And General | $5,411 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,100 | TotalAmt |
| Management And General | $7,100 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,723 | TotalAmt |
| Program Services | $129,281 | ProgramServicesAmt |
| Management And General | $12,442 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,870 | TotalAmt |
| Program Services | $17,896 | ProgramServicesAmt |
| Management And General | $7,974 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,601 | TotalAmt |
| Management And General | $13,601 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,420 | TotalAmt |
| Management And General | $32,420 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,888 | TotalAmt |
| Program Services | $8,043 | ProgramServicesAmt |
| Management And General | $8,845 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $497,592 | TotalAmt |
| Program Services | $497,592 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,671 | TotalAmt |
| Management And General | $1,671 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,985 | TotalAmt |
| Program Services | $3,626 | ProgramServicesAmt |
| Management And General | $4,359 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| TAXES AND LICENSES | $7,673 | $7,673 | |
| PUBLICATIONS | $46,809 | $46,809 | |
| SEMINARS AND WORKSHOPS | $35,833 | $35,833 | |
| CREDIT CARD FEES | $33,109 | $23,109 | $10,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,935 | TotalAmt |
| Management And General | $26,935 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,323,731 | TotalAmt |
| Program Services | $827,605 | ProgramServicesAmt |
| Management And General | $496,126 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $377,703 | BOYAmt |
| EOY | $357,834 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,662 | BOYAmt |
| EOY | $102,673 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $255 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,520 | BOYAmt |
| EOY | $59,206 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,062 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,785 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $831 | BOYAmt |
| EOY | $277 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,379,213 | BOYAmt |
| EOY | $1,157,327 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,117 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,914,046 | BOYAmt |
| EOY | $1,677,572 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,199 | BOYAmt |
| EOY | $22,255 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,229 | BOYAmt |
| EOY | $279,253 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,428 | BOYAmt |
| EOY | $301,508 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,499,495 | BOYAmt |
| EOY | $1,249,601 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,123 | BOYAmt |
| EOY | $126,463 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,632,618 | BOYAmt |
| EOY | $1,376,064 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,914,046 | BOYAmt |
| EOY | $1,677,572 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,572 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$259,126 | 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 | $377,508 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $359,788 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $420,922 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $405,827 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $481,174 | CurrentTaxYearAmt |
| Total | $2,045,219 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $780,796 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $791,755 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $392,534 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $359,478 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $680,901 | CurrentTaxYearAmt |
| Total | $3,005,464 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,158,304 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,151,543 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $813,456 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $765,305 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,162,075 | CurrentTaxYearAmt |
| Total | $5,050,683 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $5,050,683 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,525 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,885 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $77,155 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,157 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,370 | CurrentTaxYearAmt |
| Total | $164,092 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,525 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,885 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $77,155 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,157 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,370 | CurrentTaxYearAmt |
| Total | $164,092 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $106,328 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,151 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $79,726 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $121,241 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $113,977 | CurrentTaxYearAmt |
| Total | $510,423 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$67,884 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $150,498 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,603 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $125,493 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$259,126 | CurrentTaxYearAmt |
| Total | $584 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,217,273 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,415,077 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,021,940 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,034,196 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,037,296 | CurrentTaxYearAmt |
| Total | $5,725,782 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.88210 | PublicSupportCY509Pct |
| Public Support PY509 | 0.83110 | PublicSupportPY509Pct |
| Investment Income CY | 0.02870 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02910 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | UNREALIZED GAINS LOSSES ON INVESTMENTS - 2018 Amount: $ -67884. 2019 Amount: $ 150498. 2020 Amount: $ 51603. 2021 Amount: $ 125493. 2022 Amount: $ -259126. | 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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $233,132 | BeginningYearBalanceAmt |
| Contributions | $33,538 | ContributionsAmt |
| Investment Earnings Or Losses | -$40,198 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $226,472 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $147,454 | BeginningYearBalanceAmt |
| Contributions | $65,767 | ContributionsAmt |
| Investment Earnings Or Losses | $19,911 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $233,132 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $134,991 | ContributionsAmt |
| Investment Earnings Or Losses | $12,463 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $147,454 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.44160 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.55840 | PrmnntEndowmentBalanceEOYPct |
| 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 | $4,062 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,785 | DepreciationAmt |
| Book Value | $277 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $277 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| GENERAL - SCHWAB | $955,302 | F |
| GENERATIONS FUND ENDOWMENT - SCHWAB | $202,025 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,157,327 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,067,177 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$259,126 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$259,126 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,326,303 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,326,303 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,323,731 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,323,731 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,323,731 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | THE GENERATIONS FUND ENDOWMENT HAS BEEN ESTABLISHED TO PROVIDE SUSTAINABLE FUNDING FOR THE SOCIETY'S INITIATIVES AND PROGRAMS THAT SUPPORT THE DEVELOPMENT OF PUBLISHING PROFESSIONALS. THIS INCLUDES THE SOCIETY'S FELLOWSHIP PROGRAM, MENTORSHIP PROGRAM, AND THE INITIATIVES OF THE DIVERSITY, EQUITY AND INCLUSION COMMITTEE BUT MAY ALSO INCLUDE OTHER ACTIVITIES THAT THE BOARD OF DIRECTORS DETERMINES FULFILLS THE MANDATE OF SUPPORTING THE DEVELOPMENT OF A STRONG PUBLISHING PROFESSION FOR FUTURE GENERATIONS. THE PRINCIPAL OF THE FUND IS TO BE RAISED BY THE SOCIETY. THE FUND MUST REACH $500,000 IN PRINCIPAL, WHICH WILL SUPPORT ANNUAL PROGRAM FUNDING THROUGH ITS ANNUAL INCOME, ASSUMED INITIALLY TO BE APPROXIMATELY A 5% RETURN. THE ANNUAL PROGRAM FUNDING WILL NOT BE DISBURSED UNTIL THE PRINCIPAL OF THE FUND IS MET. THE FUND IS CONSIDERED TO BE PERMANENT, AND ITS BENEFIT TO FUTURE GENERATIONS SHOULD BE EQUAL TO ITS BENEFIT TO THE CURRENT GENERATION. FUNDS AVAILABLE FOR DISTRIBUTION IN ANY GIVEN YEAR WILL BE DETERMINED BY USING THE TOTAL INCOME EARNED IN THE PRIOR CALENDAR YEAR. EXPENSES RELATED TO THE MANAGEMENT AND ADMINISTRATION OF THE FUND WILL BE DEDUCTED FROM THE FUNDS AVAILABLE FOR DISTRIBUTION. |
| Part X, Line 2: | THE ORGANIZATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS TO BE ACCOUNTED FOR IN THE FINANCIAL STATEMENTS UNDER ASC TOPIC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELANIE DOLECHEK | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $164,716 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $8,250 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $8,605 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $181,571 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | THE BOARD APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION AND AN EMPLOYMENT CONTRACT WAS ENTERED INTO AND SIGNED BY BOTH PARTIES. THE EMPLOYMENT CONTRACT WAS FOR A THREE YEAR PERIOD FOR 2018 THROUGH 2020. THE CONTRACT AUTOMATICALLY RENEWS FOR ADDITIONAL ONE-YEAR PERIODS AND WAS RENEWED FOR THE 2021 YEAR. A NEW EMPLOYMENT CONTRACT ADDENDUM WAS EXECUTED AND APPROVED FOR THE 2022 AND 2023 YEARS. |
| Part I, Line 7 | PER APPROVED AND SIGNED EMPLOYMENT CONTRACT BETWEEN THE BOARD AND EXECUTIVE DIRECTOR, THE EXECUTIVE DIRECTOR IS REIMBURSED BOARD APPROVED TRAVEL & OTHER RELATED EXPENSES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 3 | A PROFESSIONAL MANAGEMENT COMPANY PROVIDES ALL MANAGEMENT SERVICES. |
| Form 990, Part VI, Section A, line 6 | THE ORGANIZATION AVERAGED APPROXIMATELY 1,050 MEMBERS DURING THE 2022 TAX YEAR. |
| Form 990, Part VI, Section A, line 7a | THE GOVERNING BODY IS THE BOARD OF DIRECTORS WHOSE MEMBERS ARE ELECTED BY THE MEMBERS. |
| Form 990, Part VI, Section B, line 11b | THE EXECUTIVE DIRECTOR, MANAGEMENT COMPANY AND CERTAIN BOARD MEMBERS REVIEW AND APPROVE THE FORM 990 TAX RETURN PRIOR TO FILING WITH THE IRS. |
| Form 990, Part VI, Section B, line 12c | EACH BOARD MEMBER SIGNS A CONFLICT OF INTEREST STATEMENT. THE ORGANIZATION'S CODE OF CONDUCT HAS EXTENSIVE LANGUAGE ABOUT PROCEDURES FOR CONFLICTS OF INTEREST. DURING BOARD ORIENTATION ANNUALLY, THE STATEMENT AND THE CODE OF CONDUCT ARE REVIEWED AND IT IS EXPLAINED AND DISCUSSED WHAT CONSTITUTES A CONFLICT AND ALSO THE DISCLOSURE PROCESS. AT THE START OF EACH BOARD MEETING, THE STATEMENT IS REVIEWED AND BOARD MEMBERS ARE REMINDED OF THEIR OBLIGATIONS TO DISCLOSE. WHEN TOPICS THAT INVOLVE SELECTION OF A SERVICE PROVIDER OR CERTAIN INDIVIDUALS, THOSE WITH CONFLICTS ARE ASKED TO RECUSE THEMSELVES FROM DISCUSSION AND DECISIONS AS WELL. |
| Form 990, Part VI, Section B, line 15 | THE ORGANIZATION'S BOARD OF DIRECTORS APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION AND THE MANAGEMENT COMPANY'S MANAGEMENT FEES. ALSO, THE PROGRAM DIRECTOR'S COMPENSATION IS APPROVED BY THE BOARD. |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION MAKES IT'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| Form 990, Part IX, line 11g | PROGRAM DIRECTOR COMPENSATION: Program service expenses 74777. Management and general expenses 0. Fundraising expenses 0. Total expenses 74777. SALES COMMISSION FEES: Program service expenses 54504. Management and general expenses 12442. Fundraising expenses 0. Total expenses 66946. |
| Form 990, Part IX, line 24e | BOARD/COMMITTEE EXPENSES: Program service expenses 0. Management and general expenses 16698. Fundraising expenses 0. Total expenses 16698. CAREER DEVELOPMENT: Program service expenses 0. Management and general expenses 8218. Fundraising expenses 0. Total expenses 8218. GIFTS/AWARDS: Program service expenses 0. Management and general expenses 1422. Fundraising expenses 0. Total expenses 1422. MISCELLANEOUS: Program service expenses 0. Management and general expenses 597. Fundraising expenses 0. Total expenses 597. |
| FORM 990, PART XII, LINE 2c | NO CHANGES HAVE BEEN MADE TO THE BOARD'S REVIEW/OVERSIGHT PROCEDURES OF THE AUDITED FINANCIAL STATEMENTS THAT WERE IN PLACE IN THE PREVIOUS YEAR. |