AMERICAN HORTICULTURAL SOCIETY INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN HORTICULTURAL SOCIETY INC (EIN 53-0226408)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-02
- IRS object ID
- 202531229349301403
- Schema version
- 2023v6.0
- 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 | 2025-05-02T07:40:43-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541029635 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMPSON GREENSPON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4035 RIDGE TOP RD SUITE 700 | AddressLine1Txt |
| City | FAIRFAX | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530226408 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN HORTICULTURAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 7037685700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7931 EAST BOULEVARD DRIVE | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22308 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE B LAPORTE | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7037685700 | PhoneNum |
| Signature | 2025-04-29 | 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 | NATALIE R ANZZOLIN CPA | PreparerPersonNm |
| PTIN | P01329867 | PTIN |
| Phone | 7033858888 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUZANNE B LAPORTE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7931 EAST BOULEVARD DRIVE | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,483,819 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AHSGARDENING.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1932 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | AHS PROMOTES SUSTAINABLE GARDENING ACROSS THE UNITED STATES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 22 | TotalEmployeeCnt |
| Total Volunteers | 86 | TotalVolunteersCnt |
| Total Gross UBI | $20,800 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,928,899 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,550,015 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,812,012 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,109,361 | CYProgramServiceRevenueAmt |
| PY Investment Income | $67,323 | PYInvestmentIncomeAmt |
| CY Investment Income | $390,044 | CYInvestmentIncomeAmt |
| PY Other Revenue | $132,954 | PYOtherRevenueAmt |
| CY Other Revenue | $32,322 | CYOtherRevenueAmt |
| PY Total Revenue | $3,941,188 | PYTotalRevenueAmt |
| CY Total Revenue | $10,081,742 | 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 | $1,410,529 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,622,028 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $103,250 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $76,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $510,229 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,437,175 | PYOtherExpensesAmt |
| CY Other Expenses | $1,597,821 | CYOtherExpensesAmt |
| PY Total Expenses | $3,950,954 | PYTotalExpensesAmt |
| CY Total Expenses | $3,295,849 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$9,766 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,785,893 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,885,108 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,680,965 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,600,433 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,534,282 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,284,675 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,146,683 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO INSPIRE A CULTURE OF GARDENING AND HORTICULTURAL PRACTICES THAT CREATES AND SUSTAINS HEALTHY, BEAUTIFUL COMMUNITIES AND A LIVABLE PLANET. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $538,152 | ExpenseAmt |
| Revenue | $727,991 | RevenueAmt |
| Desc | MEMBERSHIP - AS A MEMBERSHIP ORGANIZATION, AHS PROVIDES SERVICES AND OUTREACH IN SUPPORT OF ITS MORE THAN 20,000 MEMBER HOUSEHOLDS THROUGHOUT THE UNITED STATES AND INTERNATIONALLY. MEMBER COMMUNICATIONS AND OTHER BENEFITS PROVIDE SUPPORTERS WITH THE INFORMATION AND INSPIRATION THEY NEED TO BE SUCCESSFUL GARDENERS - ENRICHING THEIR LIVES AND INSPIRING THEM TO HAVE A POSITIVE IMPACT ON THEIR COMMUNITIES. IN ADDITION, THESE ACTIVITIES CONTRIBUTE TO THE ORGANIZATIONAL OBJECTIVES OF HELPING MORE AMERICANS ENJOY THE REWARDS OF GARDENS AND GARDENING, CELEBRATING THE DIVERSITY OF HORTICULTURE IN AMERICA AND ENCOURAGING EARTH-FRIENDLY GARDENING PRACTICES. RECIPROCAL MEMBERSHIP AGREEMENTS CONNECT AHS MEMBERS WITH A NATIONAL NETWORK OF PUBLIC GARDENS AND HORTICULTURAL ORGANIZATIONS EXTENDING AHS' EDUCATIONAL REACH. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $781,811 | ExpenseAmt |
| Desc | COMMUNICATIONS - COMMUNICATIONS ACTIVITIES ARE A KEY PART OF AHS' EDUCATIONAL OUTREACH AND MEMBER SERVICE OFFERINGS. THE ORGANIZATION'S FLAGSHIP BIMONTHLY MAGAZINE, THE AMERICAN GARDENER, PROVIDES USEFUL AND AUTHORITATIVE INFORMATION ON A RANGE OF HORTICULTURAL TOPICS. IN COMBINATION WITH OTHER RESOURCES OFFERED VIA THE AHS WEBSITE, AN ONLINE MAGAZINE ARCHIVE, WITH ISSUES DATING BACK TO 1922, PROVIDES THE PUBLIC WITH ACCESS TO A VAST TROVE OF GARDENING INFORMATION AND IDEAS. AHS IS A LEADER IN CREATING AUTHORITATIVE GARDENING REFERENCE BOOKS THAT PUT THE MOST CURRENT HORTICULTURAL INFORMATION IN THE HANDS OF PROFESSIONAL AND AMATEUR GARDENERS ACROSS AMERICA. AHS ENGAGES A NATIONAL COMMUNITY OF GARDENERS AND GARDEN ENTHUSIASTS AROUND THE WORLD VIA MULTIPLE SOCIAL MEDIA PLATFORMS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $514,400 | ExpenseAmt |
| Revenue | $98,319 | RevenueAmt |
| Desc | GARDEN AND BUILDINGS - THE AMERICAN HORTICULTURAL SOCIETY (AHS) MAINTAINS, OPENS TO THE PUBLIC, AND ENHANCES RIVER FARM, THE SOCIETY'S 27-ACRE HEADQUARTERS, WHICH WAS ONE OF FIVE VIRGINIA PROPERTIES ORIGINALLY OWNED BY GEORGE WASHINGTON. A SITE OF REGIONAL, NATIONAL, HORTICULTURAL AND HISTORIC SIGNIFICANCE, RIVER FARM HOSTED OVER 37,000 VISITORS DURING THE YEAR ENDED JUNE 30, 2024. DURING FY24, AHS INSTALLED A NEW GARDEN AT RIVER FARM FEATURING 2,400 INDIVIDUAL NATIVE PLANTS AND NATIVE CULTIVARS ACROSS 30 SPECIES, LAUNCHED THE CHILDREN'S NATURE LIBRARY AND READING ROOM, AND INSTALLED EIGHT BLUEBIRD BOXES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $518,070 | ExpenseAmt |
| Revenue | $381,370 | RevenueAmt |
| Desc | EDUCATIONAL PROGRAMS - DURING FY24, AHS SHARED THE ART AND SCIENCE OF HORTICULTURE WITH PEOPLE AT ALL LEVELS OF GARDENING EXPERTISE THROUGH THE FOLLOWING EDUCATIONAL PROGRAMS: 923 GARDENERS ATTENDED 34 LIFELONG LEARNING SESSIONS. 380 PUBLIC GARDENS AND ARBORETA NATIONWIDE PARTICIPATED IN THE AHS GARDEN NETWORK PROGRAM OFFERING MEMBERS FREE OR REDUCED ADMISSION WITH ADDITIONAL OPPORTUNITIES FOR EXPERIENTIAL, GARDEN-BASED LEARNING AND APPRECIATION. 147 LEARNERS REGISTERED FOR GARDENING IN AMERICA, AN ONLINE COURSE. 137 YOUTH EDUCATORS ATTENDED THE 31ST ANNUAL NATIONAL CHILDREN AND YOUTH GARDEN SYMPOSIUM. 99 TRAVELERS JOINED FIVE AHS TRAVEL STUDY PROGRAMS. AHS AWARDED SIX NATIONAL GREAT AMERICAN GARDENERS AWARDS TO ENCOURAGE EXCELLENCE AND HONOR THE ACHIEVEMENTS OF INDIVIDUALS AND ORGANIZATIONS THAT HAVE MADE SIGNIFICANT CONTRIBUTIONS TO HORTICULTURE IN AMERICA. TWO COLLEGE STUDENTS RECEIVED VALUABLE HANDS-ON EXPERIENCE THROUGH PAID INTERNSHIPS HELPING TO SHAPE THE HORTICULTURAL LEADERS OF TOMORROW. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $518,070 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $381,370 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,352,433 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | Yes (1) | 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 | 48 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 22 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERI THORPE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7037685700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7931 EAST BOULEVARD DRIVE | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22308 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| SCOTT PLEIN | |||||||
| CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TIM J CONLON | |||||||
| VICE CHAIR AND TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PHILIP TABAS | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DOUG BARKER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SKIPP CALVERT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY DEAVEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY GOLDEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARCIA ZECH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HOLLY SHIMIZU | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE B LAPORTE | |||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $225,168 | $0 | $16,947 | ||
| PETER TAJAT | |||||||
| MANAGING DIRECTOR, PROPERTY OPERATIONS | 40.00 | $124,647 | $0 | $11,963 | Yes (X) | ||
| COURTNEY ALLEN | |||||||
| DIRECTOR NATIONAL PROGRAMS | 40.00 | $109,603 | $0 | $8,600 | Yes (X) | ||
| KATHRYN TUKEY | |||||||
| DIRECTOR OF DEVELOPMENT AND ENGAGEMENT | 40.00 | $100,154 | $0 | $1,486 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $559,572 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $38,996 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE ULTIMATE TRAVEL COMPANY LTD | ||||||||||
| 25-27 VANSTON PLACE | LONDON | ENGLAND | UK | SW6 1AZ | TRAVEL STUDY TOURS | $410,123 | ||||
| MARKETING GENERAL INCORPORATED | ||||||||||
| MEMBERSHIP CONSULTING | $201,880 | 625 NORTH WASHINGTON ST STE 450 | ALEXANDRIA | VA | 22314 | |||||
| ONE SOURCE PRODUCTION | ||||||||||
| PRINTING & MAILING | $158,494 | 38590 BETTIS DRIVE | HAMILTON | VA | 20158 | |||||
| RUPPERT LANDSCAPE LLC | ||||||||||
| GROUNDS MAINTENANCE | $108,090 | 23601 LAYTONSVILLE ROAD | LAYTONSVILLE | MD | 20882 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $326,327 | MembershipDuesAmt |
| Fundraising | $286,920 | FundraisingAmt |
| Government Grants | $2,000,000 | GovernmentGrantsAmt |
| All Other Contributions | $5,936,768 | AllOtherContributionsAmt |
| Noncash Contributions | $5,339,640 | NoncashContributionsAmt |
| Total Contributions | $8,550,015 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $727,991 | $727,991 |
| EDUCATIONAL PROGRAMS | 900099 | $381,370 | $381,370 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,109,361 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $232,330 | TotalRevenueColumnAmt |
| Exclusion | $232,330 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,908 | TotalRevenueColumnAmt |
| Exclusion | $13,908 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $387,089 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $297,875 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $89,214 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,214 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $89,214 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,073,862 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,916,148 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $157,714 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $157,714 | TotalRevenueColumnAmt |
| Exclusion | $157,714 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $62,270 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $286,920 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $174,318 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$112,048 | TotalRevenueColumnAmt |
| Exclusion | -$112,048 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $22,841 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $13,736 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,105 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,105 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| ADVERTISING | 900099 | $20,800 | $20,800 | |
| OTHER | 900099 | $11,343 | $11,343 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $32,143 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,081,742 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,207,680 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $20,800 | UnrelatedBusinessRevenueAmt |
| Exclusion | $303,247 | 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 | $252,389 | TotalAmt |
| Program Services | $151,433 | ProgramServicesAmt |
| Management And General | $50,478 | ManagementAndGeneralAmt |
| Fundraising | $50,478 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,112,056 | TotalAmt |
| Program Services | $852,185 | ProgramServicesAmt |
| Management And General | $96,657 | ManagementAndGeneralAmt |
| Fundraising | $163,214 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,840 | TotalAmt |
| Program Services | $27,872 | ProgramServicesAmt |
| Management And General | $2,787 | ManagementAndGeneralAmt |
| Fundraising | $4,181 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,871 | TotalAmt |
| Program Services | $94,092 | ProgramServicesAmt |
| Management And General | $9,761 | ManagementAndGeneralAmt |
| Fundraising | $14,018 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,872 | TotalAmt |
| Program Services | $82,907 | ProgramServicesAmt |
| Management And General | $8,786 | ManagementAndGeneralAmt |
| Fundraising | $13,179 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,656 | TotalAmt |
| Management And General | $23,656 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,700 | TotalAmt |
| Management And General | $38,700 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,000 | TotalAmt |
| Fundraising | $76,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,968 | TotalAmt |
| Management And General | $23,968 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,822 | TotalAmt |
| Program Services | $233,626 | ProgramServicesAmt |
| Management And General | $75,690 | ManagementAndGeneralAmt |
| Fundraising | $37,506 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,048 | TotalAmt |
| Program Services | $60,248 | ProgramServicesAmt |
| Management And General | $2,006 | ManagementAndGeneralAmt |
| Fundraising | $794 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,730 | TotalAmt |
| Program Services | $92,124 | ProgramServicesAmt |
| Management And General | $15,525 | ManagementAndGeneralAmt |
| Fundraising | $22,081 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,965 | TotalAmt |
| Program Services | $64,716 | ProgramServicesAmt |
| Management And General | $23,627 | ManagementAndGeneralAmt |
| Fundraising | $9,622 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,192 | TotalAmt |
| Program Services | $14,761 | ProgramServicesAmt |
| Management And General | $3,746 | ManagementAndGeneralAmt |
| Fundraising | $685 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,821 | TotalAmt |
| Program Services | $34,723 | ProgramServicesAmt |
| Management And General | $6,514 | ManagementAndGeneralAmt |
| Fundraising | $16,584 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,272 | TotalAmt |
| Program Services | $39,650 | ProgramServicesAmt |
| Management And General | $5,692 | ManagementAndGeneralAmt |
| Fundraising | $7,930 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,169 | TotalAmt |
| Program Services | $64,627 | ProgramServicesAmt |
| Management And General | $8,617 | ManagementAndGeneralAmt |
| Fundraising | $12,925 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,162 | TotalAmt |
| Program Services | $35,747 | ProgramServicesAmt |
| Management And General | $4,566 | ManagementAndGeneralAmt |
| Fundraising | $6,849 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRINTING AND PHOTOCOPYI | $256,987 | $211,601 | $11,344 | $34,042 |
| MAILING AND POSTAGE | $199,968 | $177,789 | $6,458 | $15,721 |
| REPAIR AND MAINTENANCE | $127,051 | $95,288 | $12,705 | $19,058 |
| LIST RENTALS | $14,372 | $14,372 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,938 | TotalAmt |
| Program Services | $4,672 | ProgramServicesAmt |
| Management And General | $1,904 | ManagementAndGeneralAmt |
| Fundraising | $5,362 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,295,849 | TotalAmt |
| Program Services | $2,352,433 | ProgramServicesAmt |
| Management And General | $433,187 | ManagementAndGeneralAmt |
| Fundraising | $510,229 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $744,359 | BOYAmt |
| EOY | $411,146 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $42,640 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,815 | BOYAmt |
| EOY | $11,280 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,341 | BOYAmt |
| EOY | $102,882 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,408,157 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,351,159 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,945,062 | BOYAmt |
| EOY | $2,056,998 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,831,976 | BOYAmt |
| EOY | $10,783,019 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,555 | BOYAmt |
| EOY | $273,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,885,108 | BOYAmt |
| EOY | $13,680,965 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,986 | BOYAmt |
| EOY | $141,523 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $602,980 | BOYAmt |
| EOY | $622,228 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $784,479 | BOYAmt |
| EOY | $753,250 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,988 | BOYAmt |
| EOY | $17,281 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,600,433 | BOYAmt |
| EOY | $1,534,282 | 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 | $3,593,867 | BOYAmt |
| EOY | $3,234,097 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,690,808 | BOYAmt |
| EOY | $8,912,586 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,284,675 | BOYAmt |
| EOY | $12,146,683 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,885,108 | BOYAmt |
| EOY | $13,680,965 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,785,893 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $70,925 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $5,190 | DonatedServicesAndUseFcltsAmt |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,655,326 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,778,286 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,732,625 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,740,911 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,625,100 | CurrentTaxYearAmt |
| Total | $21,532,248 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,655,326 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,778,286 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,732,625 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,740,911 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,625,100 | CurrentTaxYearAmt |
| Total | $21,532,248 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,435,397 | SubstantialContributorsTotAmt |
| Public Support Total170 | $15,096,851 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $329,708 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $210,312 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $248,516 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $293,146 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $337,429 | CurrentTaxYearAmt |
| Total | $1,419,111 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $122,024 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $149,640 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,366 | CurrentTaxYearAmt |
| Total | $282,344 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,233,703 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $132,068 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.64980 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81310 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | MISCELLANEOUS - 2019 AMOUNT: $ 1,300. 2020 AMOUNT: $ 122,024. 2021 AMOUNT: $ 149,640. 2022 AMOUNT: $ 14. 2023 AMOUNT: $ 9,366. | 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 | $1,303,681 | BeginningYearBalanceAmt |
| Contributions | $5,094,149 | ContributionsAmt |
| Investment Earnings Or Losses | $89,736 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $70,316 | OtherExpendituresAmt |
| End Year Balance | $6,417,250 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,198,899 | BeginningYearBalanceAmt |
| Contributions | $100,000 | ContributionsAmt |
| Investment Earnings Or Losses | $50,050 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $45,268 | OtherExpendituresAmt |
| End Year Balance | $1,303,681 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,195,171 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $12,606 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,878 | OtherExpendituresAmt |
| End Year Balance | $1,198,899 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $546,238 | BeginningYearBalanceAmt |
| Contributions | $647,008 | ContributionsAmt |
| Investment Earnings Or Losses | $38,506 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $36,581 | OtherExpendituresAmt |
| End Year Balance | $1,195,171 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $543,711 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $50,527 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $48,000 | OtherExpendituresAmt |
| End Year Balance | $546,238 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.99433 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00567 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $647,008 | OtherCostOrOtherBasisAmt |
| Book Value | $647,008 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,419,811 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,092,521 | DepreciationAmt |
| Book Value | $1,327,290 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $187,155 | OtherCostOrOtherBasisAmt |
| Depreciation | $136,392 | DepreciationAmt |
| Book Value | $50,763 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $154,183 | OtherCostOrOtherBasisAmt |
| Depreciation | $122,246 | DepreciationAmt |
| Book Value | $31,937 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,056,998 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FINANCE LEASE LIABILITY | Desc |
| Amt | $17,281 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,281 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,553,293 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $70,925 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $24,055 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $485,929 | OtherRevenueAmt |
| Revenue Not Reported | $580,909 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,972,384 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $23,968 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $85,390 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $109,358 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,081,742 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,691,285 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $18,865 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $485,929 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $504,794 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,186,491 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $23,968 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $85,390 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $109,358 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,295,849 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE SET UP TO SUPPORT THE SOCIETY'S AWARDS PROGRAM, INTERNSHIPS, STAFF DEVELOPMENT, AND GENERAL OPERATIONS. |
| PART X, LINE 2: | THE SOCIETY HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS, AND NO INTEREST AND PENALTIES HAVE BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COGS 13,736. RENTAL EXPENSE 297,875. FUNDRAISING EVENTS EXPENSES (NET AGAINST REVENUE) 174,318. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENTS - DIRECT DONOR BENEFITS (NET AGAINST REVENUE) 85,390. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COGS 13,737. RENTAL EXPENSE 297,875. FUNDRAISING EVENTS EXPENSES (NET AGAINST REVENUE) 174,317. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENTS - DIRECT DONOR BENEFITS (NET AGAINST REVENUE) 85,390. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKETING GENERAL INCORPORATED | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 N WASHINGTON ST SUITE 450 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | MARKETING CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $711,633 | GrossReceiptsAmt |
| Retained By Contractor | $76,000 | RetainedByContractorAmt |
| Net To Organization | $635,633 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $711,633 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $76,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $635,633 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL GALA | Event1Nm |
| Gross Receipts Event1 | $349,190 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $286,920 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $62,270 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $42,809 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $78,240 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $7,150 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $46,119 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $349,190 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $286,920 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $62,270 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $42,809 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $78,240 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,150 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $46,119 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $174,318 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$112,048 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE B LAPORTE | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $225,168 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $3,140 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $13,807 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $242,115 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,569 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $3,740 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,305,364 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV, NET OF FEES | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | PLANT MATERIALS AND GARDEN SUPPLIES | 3 | $14,967 | SELLING PRICE |
| Yes (X) | PIANO | 1 | $10,000 | EXPERT APPRAISAL |
| Yes (X) | EVENT SUPPLIES | 1 | $4,000 | SELLING PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE BOARD OF DIRECTORS ADOPTED A GIFT ACCEPTANCE POLICY ON JUNE 21, 2018 WHICH DEFINES THE TYPES OF ACCEPTABLE NON-STANDARD CONTRIBUTIONS AND THE CONDITIONS/TERMS IN WHICH THE SOCIETY WILL ACCEPT THEM. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE DRAFT OF THE FEDERAL FORM 990 IS FIRST REVIEWED BY THE ORGANIZATION'S FINANCIAL STAFF AND PRESIDENT & CEO, THEN THE FINANCE/AUDIT COMMITTEE REVIEWS AND APPROVES IT, AND THE APPROVED DRAFT IS SUBSEQUENTLY DISTRIBUTED TO THE FULL BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SOCIETY COMPLIES WITH THE INTERNAL REVENUE SERVICE'S SUGGESTED BEST PRACTICES REGARDING CONFLICT OF INTEREST POLICIES APPLICABLE TO NONPROFIT AND CHARITABLE ORGANIZATIONS. UNDER THE SOCIETY'S CONFLICT OF INTEREST POLICY, OFFICERS, BOARD OF DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE THE ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE SIGNED DISCLOSURE STATEMENTS ARE REVIEWED AND HELD IN THE CORPORATE RECORDS. THE POLICY APPLIES TO ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES. IT DEFINES AREAS OF POTENTIAL CONFLICT, THE PROCESSES FOR INDEPENDENT REVIEW AND RESOLUTION OF POTENTIAL CONFLICTS, AND THE ACTIONS REQUIRED IN THE EVENT OF NON-COMPLIANCE. IN CASES WHERE THE BOARD OF DIRECTORS, A COMMITTEE THEREOF, THE EXECUTIVE DIRECTOR OR A SUPERVISOR HAS REASONABLE CAUSE TO BELIEVE AN INDIVIDUAL HAS FAILED TO COMPLY WITH THE POLICY, THE INDIVIDUAL IS PROVIDED AN OPPORTUNITY TO EXPLAIN THE ALLEGED VIOLATION. VIOLATORS ARE SUBJECT TO DISCIPLINARY AND CORRECTIVE ACTION.ANY CONFLICT OF INTEREST ON THE PART OF ANY MEMBER OF THE BOARD OF DIRECTORS SHALL BE DISCLOSED BY THE BOARD MEMBER TO THE BOARD OF DIRECTORS AT LEAST ANNUALLY AND MADE A MATTER OF RECORD. WHEN ANY SUCH INTEREST BECOMES RELEVANT TO ANY SUBJECT REQUIRING ACTION OF THE BOARD OF DIRECTORS,THE DIRECTOR HAVING A CONFLICT SHALL CALL IT TO THE ATTENTION OF THE EXECUTIVE DIRECTOR AND THE CHAIRMAN AND, IF THE MATTER IS BEING CONSIDERED BY A COMMITTEE OF THE BOARD OF DIRECTORS, TO THE ATTENTION ALSO OF THE CHAIR OF SUCH COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION FOR THE SOCIETY'S EXECUTIVE DIRECTOR/PRESIDENT & CEO IS ESTABLISHED BY THE EXECUTIVE COMMITTEE. THE MEMBERS OF THE EXECUTIVE COMMITTEE ARE INDEPENDENT AND USE INFORMATION FROM COMPARABLE FORMS 990. THE SECRETARY MAINTAINS RECORDS OF THE MEETINGS OF THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FEDERAL FORM 990, FORM 1023, AND FINANCIAL STATEMENTS ARE AVAILABLE FROM THE DIRECTOR OF ACCOUNTING UPON REQUEST. THE ANNUAL FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEB SITE. |
| FORM 990, PART IX, LINE 11G | OTHER FEES: PROGRAM SERVICE EXPENSES 233,626. MANAGEMENT AND GENERAL EXPENSES 75,690. FUNDRAISING EXPENSES 37,506. TOTAL EXPENSES 346,822. |
| FORM 990, PART XII, LINE 2C: | NO CHANGES FROM PRIOR YEAR. |