STRATEGY STUDIO / PUBLIC DATA EXPLORER

INTERNATIONAL SOCIETY FOR HUMAN ETHOLOGY: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
INTERNATIONAL SOCIETY FOR HUMAN ETHOLOGY (EIN 84-1249067)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-20
IRS object ID
202343249349300234
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

FieldValueIRS element (for citing)
Return2023-11-20T15:46:24-08:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt
Disaster ReliefCALIFORNIA SEVERE WINTER STORMS FEMA-359DisasterReliefTxt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN320076871PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Magnus Blue LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 E San Marcos Blvd Ste 100AddressLine1Txt
CitySan MarcosCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92069ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN841249067EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INTERNATIONAL SOCIETY FOR HUMAN ETHOLOGYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINTEBusinessNameControlTxt
Phone7078263679PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 W BROADWAY 660AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAMANDA HAHNPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2023-11-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAMANDAPersonFirstNm
Person LastHAHNPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJESSICA M DORSETTPreparerPersonNm
PTINP00874090PTIN
Phone7605999900PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAMANDA HAHNPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 W BROADWAY 660AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92101ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$468,877GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.ishe.orgWebsiteAddressTxt
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Formation1972FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTHE ORGANIZATION IS COMPRISED OF PROFESSIONALS AND STUDENTS IN THE FIELD OF HUMAN ETHOLOGY. IT AWARDS ANNUAL SCHOLARSHIPS AND GRANTS, PUBLISHES A PEER-REVIEWED SCIENTIFIC JOURNAL, AND HOLDS AN ANNUAL SCIENTIFIC MEETING FOR ITS MEMBERSHIP.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,845PYContributionsGrantsAmt
CY Contributions Grants$1,385CYContributionsGrantsAmt
PY Program Service Revenue$1,145PYProgramServiceRevenueAmt
CY Program Service Revenue$12,039CYProgramServiceRevenueAmt
PY Investment Income$414,506PYInvestmentIncomeAmt
CY Investment Income$75,199CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$417,496PYTotalRevenueAmt
CY Total Revenue$88,623CYTotalRevenueAmt
PY Grants And Similar Paid$17,635PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$18,949CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$32,294PYOtherExpensesAmt
CY Other Expenses$106,124CYOtherExpensesAmt
PY Total Expenses$49,929PYTotalExpensesAmt
CY Total Expenses$125,073CYTotalExpensesAmt
PY Revenues Less Expenses$367,567PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$36,450CYRevenuesLessExpensesAmt
Total Assets BOY$3,284,576TotalAssetsBOYAmt
Total Assets EOY$2,618,548TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,284,576NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,618,548NetAssetsOrFundBalancesEOYAmt
MissionTO PROMOTE THE EXCHANGE OF KNOWLEDGE AND OPINIONS CONCERNING HUMAN ETHOLOGY AMONG SCIENTISTS IN A VARIETY OF DISCIPLINES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$105,664ExpenseAmt
Grant$18,949GrantAmt
DescTHE INTERNATIONAL SOCIETY FOR HUMAN ETHOLOGY (ISHE) PROMOTES ETHOLOGICAL PERSPECTIVES IN THE SCIENTIFIC STUDY OF HUMANS WORLDWIDE. ISHE AIMS TO ACHIEVE THIS GOAL THROUGH:1. ENCOURAGING EMPIRICAL RESEARCH IN THE FIELD OF HUMAN BEHAVIOR, USING THE FULL RANGE OF METHODS DEVELOPED IN BIOLOGY AND THE HUMAN BEHAVIORAL SCIENCES AND OPERATING WITHIN THE CONCEPTUAL FRAMEWORK PROVIDED BY EVOLUTIONARY THEORY.2. PROMOTING THE EXCHANGE OF ETHOLOGICAL KNOWLEDGE AND OPINIONS WITH THE OTHER EMPIRICAL SCIENCES OF HUMAN BEHAVIOR.WE ADMINISTER OUR FUNDS IN ORDER TO PURSUE THESE GOALS.IN 2022, Three "OWEN F ALDIS" SCHOLARSHIPS WERE AWARDED TO GRADUATE STUDENTS STUDYING IN THE FIELD OF HUMAN ETHOLOGY TO ENABLE THEM TO ENGAGE IN RESEARCH ACTIVITIES THEY WOULD NOT OTHERWISE BE ABLE TO COMPLETE. TWO "LINDA MEALY AWARDS" WERE GRANTED TO JUNIOR SCIENTISTS FOR NEW RESEARCH OF HIGH QUALITY IN HUMAN ETHOLOGY. TWO "BEST STUDENT PAPER" AWARDS WERE AWARDED FOR PAPERS PUBLISHED IN THE SOCIETY'S FLAGSHIP JOURNAL, HUMAN ETHOLOGY.VOLUME 37 OF THE SOCIETY'S FLAGSHIP JOURNAL, HUMAN ETHOLOGY WAS PUBLISHED. THIS OPEN-ACCESS, PEER-REVIEWED PUBLICATION INCLUDED 1 BOOK REVIEW, 1 COMMENTARY PIECE, A BRIEF REPORT, AND 3 FULL-LENGTH EMPIRICAL RESEARCH ARTICLES. ISHE INCURS THE HOSTING AND EDITORIAL COSTS OF MAINTAINING AN OPEN-ACCESS JOURNAL RATHER THAN TRANSFERRING ANY OF THAT COST TO AUTHORS (VIA ARTICLE PROCESSING CHARGES COMMON TO MANY PUBLICATIONS) IN ORDER TO FACILITATE AND ENCOURAGE SUBMISSIONS FROM RESEARCHERS AT UNDER-FUNDED INSTITUTIONS AND/OR STUDENT OR EARLY CAREER RESEARCHERS WHO DO NOT HAVE SUPPORT FUNDS. IT IS IMPORTANT TO ISHE THAT THEY REMOVE BARRIERS TO THE DISSEMINATION OF SCIENTIFIC KNOWLEDGE.THE ANNUAL CONFERENCE WAS HELD IN WURZBURG, GERMANY. THIS SCIENTIFIC MEETING ATTRACTED APPROXIMATELY 110 ATTENDEES FROM 5 DIFFERENT CONTINENTS. THE SCIENTIFIC PROGRAM INCLUDED OVER 50 CONFERENCE TALKS FROM SCHOLARS WORLD-WIDE, 30 POSTER PRESENTATIONS (PRIMARILY FROM STUDENT RESEARCHERS), A PRE-CONFERENCE WORKSHOP ON THE USE OF NEUROIMAGING IN NATURALISTIC RESEARCH, AND 5 INVITED KEYNOTE/PLENARY TALKS FROM LEADING RESEARCHERS IN THE FIELD. STUDENT PARTICIPATION IN THE MEETING WAS SUBSIDIZED BY THE SOCIETY.Desc
Total Program Service Expenses$105,664TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonAMANDA HAHNPersonNm
Phone7078263679PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 W BROADAY STE 660AddressLine1Txt
Citysan diegoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92101ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
COLIN HENDRIE
JOURNAL EDITOR1.000.00Yes (X)$0$0$5,000
CRAIG ROBERTS
Director0.500.00Yes (X)$0$0$0
ELISABETH OBERZAUCHER
President0.500.00Yes (X)$0$0$0Yes (X)
CAROLINE ALLEN
membership dir0.500.00Yes (X)$0$0$0
MARYANNE FISHER
Secretary0.500.00Yes (X)$0$0$0Yes (X)
AMANDA HAHN
Treasurer0.500.00Yes (X)$0$0$0Yes (X)
IAN STEPHEN
WEBMASTER0.500.00Yes (X)$0$0$0
JOHN RICHER
Chairman0.500.00Yes (X)$0$0$0
THOMAS ALLEY
Director0.500.00Yes (X)$0$0$0
NANCY SEGAL
Director0.500.00Yes (X)$0$0$0
WULF SCHIEFENHOVEL
Director0.500.00Yes (X)$0$0$0
JAN HAVLICEK
Vice President0.500.00Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Other Compensation$5,000TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$1,385MembershipDuesAmt
Total Contributions$1,385TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescCONFERENCE REG FEESDesc
Total Revenue Column$12,039TotalRevenueColumnAmt
Related Or Exempt Func Income$12,039RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$12,039TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$63,851TotalRevenueColumnAmt
Exclusion$63,851ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$391,602SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$380,254SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$11,348SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,348TotalRevenueColumnAmt
Exclusion$11,348ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$88,623TotalRevenueColumnAmt
Related Or Exempt Func Income$12,039RelatedOrExemptFuncIncomeAmt
Exclusion$75,199ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$7,949TotalAmt
Program Services$7,949ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$500TotalAmt
Program Services$500ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$10,500TotalAmt
Program Services$10,500ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$750TotalAmt
Management And General$750ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$17,019TotalAmt
Management And General$17,019ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$67,053TotalAmt
Program Services$67,053ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
editorial expense$17,795$17,795
BANK FEES$1,640$1,640
membership expense$1,584$1,584
WEBSITE$283$283

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$125,073TotalAmt
Program Services$105,664ProgramServicesAmt
Management And General$19,409ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$6,011BOYAmt
EOY$346EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$52,018BOYAmt
EOY$24,035EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,226,547BOYAmt
EOY$2,594,167EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,284,576BOYAmt
EOY$2,618,548EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,284,576BOYAmt
EOY$2,618,548EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,284,576BOYAmt
EOY$2,618,548EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,284,576BOYAmt
EOY$2,618,548EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$36,450ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$629,578NetUnrlzdGainsLossesInvstAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,969CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,075CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,037CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,845CurrentTaxYearMinus1YearAmt
Current Tax Year$1,385CurrentTaxYearAmt
Total$39,311TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,969CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,075CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,037CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,845CurrentTaxYearMinus1YearAmt
Current Tax Year$1,385CurrentTaxYearAmt
Total$39,311TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$39,311PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$34,596CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,261CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$60,075CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$113,401CurrentTaxYearMinus1YearAmt
Current Tax Year$63,851CurrentTaxYearAmt
Total$296,184TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$335,495TotalSupportAmt
Gross Receipts Rltd Activities$13,720GrossReceiptsRltdActivitiesAmt
Public Support CY1700.11720PublicSupportCY170Pct
Public Support PY1700.19500PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestCurrent Year Facts and Circumstances: he organization is dedicated to advancing the field of human ethology and providing opportunities for professionals and students interested in this area of study. While the organization does not satisfy the 33.33% public support test due to a substantial bequest of publicly-traded securities received years ago that produces ongoing investment income, it can still qualify as a public charity under the alternative 10% facts and circumstances test as provided in IRC Section 170(b)(1)(A)(vi) and elaborated in Treas. Reg. 1.170A-9(f).Specifically, the organization receives 11.72% of its total support for the subject tax year and 19.5% in the prior tax year from public sources that is, membership fees from professionals and students around the world. The organization uses its investment income to subsidize membership fees in order to advance its charitable mission of promoting education and engagement in human ethology by removing cost barriers for new members interested in the field. Its membership is open to all those interested, including students and professionals in low-income areas across the world.In addition, an analysis of the five factors for determining public charity status under this test demonstrates that the organization possesses the characteristics of a publicly supported organization:- The organization receives over 10% of its total support from public sources in both the subject year (11.72%) and prior year (19.50%). This level of public support helps clearly establish its status as a public charity.- The organizations governing body is comprised of professionals and scholars in the field, representing expertise and diverse perspectives rather than any private interests.- The organization provides facilities, services, and activities benefitting the general public through scholarships, a scholarly bulletin, conferences, and advancement of human ethology as a field of study. The public actively participates through membership and conference attendance.- As a membership organization, the organization appeals to a broad segment of the public interested in human ethology, offers discounted dues, and solicits members broadly.Based on satisfying these factors in an analysis of all the relevant facts and circumstances this year, the organization qualifies for public charity status under the 10% test pursuant to applicable law, even though it does not meet the 33.33% public support test on a 5-year aggregate basis. The organization continues to operate exclusively for educational and charitable purposes benefitting the general public. Prior Year Facts and Circumstances: The organization is dedicated to advancing the field of human ethology and providing opportunities for professionals and students interested in this area of study. While the organization does not satisfy the 33.33% public support test due to a substantial bequest of publicly-traded securities received years ago that produces ongoing investment income, it can still qualify as a public charity under the alternative 10% facts and circumstances test as provided in IRC Section 170(b)(1)(A)(vi) and elaborated in Treas. Reg. 1.170A-9(f).Specifically, the organization receives 19.5% of its total support for the subject tax year and 26.50% in the prior tax year from public sources that is, membership fees from professionals and students around the world. The organization uses its investment income to subsidize membership fees in order to advance its charitable mission of promoting education and engagement in human ethology by removing cost barriers for new members interested in the field. Its membership is open to all those interested, including students and professionals in low-income areas across the world.In addition, an analysis of the five factors for determining public charity status under this test demonstrates that the organization possesses the characteristics of a publicly supported organization:- The organization receives well over 10% of its total support from public sources in both the subject year (19.50%) and prior year (26.50%). This level of public support helps clearly establish its status as a public charity.- The organizations governing body is comprised of professionals and scholars in the field, representing expertise and diverse perspectives rather than any private interests.- The organization provides facilities, services, and activities benefitting the general public through scholarships, a scholarly bulletin, conferences, and advancement of human ethology as a field of study. The public actively participates through membership and conference attendance.- As a membership organization, the organization appeals to a broad segment of the public interested in human ethology, offers discounted dues, and solicits members broadly.Based on satisfying these factors in an analysis of all the relevant facts and circumstances this year, the organization qualifies for public charity status under the 10% test pursuant to applicable law, even though it does not meet the 33.33% public support test on a 5-year aggregate basis. The organization continues to operate exclusively for educational and charitable purposes benefitting the general public.FactsAndCircumstancesTestTxt

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CZECH REPUBLIC00GRANT TO RECIPIENT$2,100
UNITED KINGDOM01GRANTS; JOURNAL EDITING$7,400
POLAND00AWARD RECIPIENT$6,000
FieldValueIRS element (for citing)
Subtotal Employees1SubtotalEmployeesCnt
Total Employee1TotalEmployeeCnt
Subtotal Spent$15,500SubtotalSpentAmt
Total Spent$15,500TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
POLANDSCHOLARSHIP$6,000WIRE TRFR
UNITED KINGDOMSCHOLARSHIP$400WIRE TRSR
FieldValueIRS element (for citing)
Total Other Org2TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
AWARDCZECH REPUBLIC1$500PAYPAL
NEW RESEARCH HUMAN ETHOLOGYUNITED KINGDOM1$2,000WIRE TRANSFER
RESEARCH IN HUMAN ETHOLOGYCZECH REPUBLIC1$2,000WIRE TRANSFER
FieldValueIRS element (for citing)
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 2 - Grantmakers Explanation For Monitoring Use of Funds Outside USGRANT RECIPIENTS MUST SUBMIT DOCUMENTATION OF EXPENSES AT THE CONCLUSION OF THE AWARD OR PROJECT.
Part I, Line 3f - Investments and ExpendituresUNITIED KINGDON - THE JOURNAL EDITOR IS PAID AN ANNUAL STIPEND OF $5,000

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF ROCHESTERBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 WILSON BLVDAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14627ZIPCd
FieldValueIRS element (for citing)
Cash Grant$7,949CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Valuation Method UsedCASHValuationMethodUsedDesc
Purpose Of GrantSCHOLARSHIPPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, Line 6MEMBERS CONSIST OF PROFESSIONAL AND STUDENTS IN THE FIELD OF HUMAN ETHOLOGY. THERE WERE 135 VOTING MEMBERS AT THE END OF 2022.
Form 990, Part VI, Section A, Line 7aTHE MEMBERS ELECT AND VOTE ON THE BOARD OF DIRECTORS AND CHANGES TO BYLAWS.
Form 990, Part VI, Section A, Line 7bANY CHANGES MADE TO THE BYLAWS MUST BE APPROVED BY A VOTE OF THE MEMBERS.
Form 990, Part VI, Section B, Line 11bTHE TREASURER REVIEWS THE 990 WITH THE BOARD OF TRUSTEES PRIOR TO FILING.
Form 990, Part VI, Section C, Line 19No documents available to the public.