AMERICAN SOCIETY OF HEMATOLOGY INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN SOCIETY OF HEMATOLOGY INC (EIN 23-7080568)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-09
- IRS object ID
- 202201299349302645
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-09T13:22:16-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 800N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237080568 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN SOCIETY OF HEMATOLOGY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2027760544 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW NO 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA LIGGETT | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2027760544 | PhoneNum |
| Signature | 2022-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARTHA | PersonFirstNm |
| Person Last | LIGGETT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD J LOCASTRO CPA | PreparerPersonNm |
| PTIN | P00288314 | PTIN |
| Phone | 3019519090 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARTHA LIGGETT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW NO 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $132,318,414 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HEMATOLOGY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III, LINE 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 129 | TotalEmployeeCnt |
| Total Volunteers | 450 | TotalVolunteersCnt |
| Total Gross UBI | $6,120,402 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $3,565,092 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,177,202 | PYContributionsGrantsAmt |
| CY Contributions Grants | $22,988,435 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $77,357,444 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $48,884,009 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,255,877 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,371,964 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$191,511 | PYOtherRevenueAmt |
| CY Other Revenue | $14,089,257 | CYOtherRevenueAmt |
| PY Total Revenue | $90,599,012 | PYTotalRevenueAmt |
| CY Total Revenue | $89,333,665 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,096,126 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,495,734 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,749,404 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,844,972 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $531,545 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $45,391,847 | PYOtherExpensesAmt |
| CY Other Expenses | $38,166,194 | CYOtherExpensesAmt |
| PY Total Expenses | $75,237,377 | PYTotalExpensesAmt |
| CY Total Expenses | $70,506,900 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $15,361,635 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $18,826,765 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $269,921,032 | TotalAssetsBOYAmt |
| Total Assets EOY | $322,619,681 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $85,119,119 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $90,591,088 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $184,801,913 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $232,028,593 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE WORLD'S LARGEST PROFESSIONAL ORGANIZATION OF BLOOD SPECIALISTS, ASH AIMS TO FURTHER THE UNDERSTANDING, DIAGNOSIS, TREATMENT, AND PREVENTION OF DISORDERS AFFECTING THE BLOOD, BONE MARROW, AND THE IMMUNOLOGIC, HAEMOSTATIC AND VASCULAR SYSTEMS, BY PROMOTING RESEARCH, CLINICAL CARE, EDUCATION, TRAINING, AND ADVOCACY IN HEMATOLOGY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,872,054 | ExpenseAmt |
| Grant | $1,430,226 | GrantAmt |
| Revenue | $1,686,753 | RevenueAmt |
| Desc | PROJECTS AND MEMBER SERVICES: HELD TO BENEFIT OUR MEMBERS, OR THE HEMATOLOGY COMMUNITY AT-LARGE. EXAMPLES ARE: SMALL REGIONAL MEETINGS THAT HIGHLIGHT INFORMATION PRESENTED AT OUR ANNUAL MEETING, A DATABASE OF IMAGES THAT OUR MEMBERS CAN USE WHEN PRESENTING THEIR SCIENCE, AND OUR MONTHLY NEWSLETTERS. THE SOCIETY ALSO OFFERS A WIDE ARRAY OF EDUCATIONAL PRODUCTS AND SERVICES FOR CLINICIANS AND SCIENTISTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,884,061 | ExpenseAmt |
| Grant | $10,250,424 | GrantAmt |
| Desc | AWARDS: PROVIDED TO SUPPORT HEMATOLOGISTS IN ALL STAGES OF THEIR CAREERS AND TO HONOR THOSE WHO HAVE HELPED ADVANCE THE FIELD OF HEMATOLOGY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,483,128 | ExpenseAmt |
| Grant | $87,130 | GrantAmt |
| Revenue | $29,789,170 | RevenueAmt |
| Desc | ANNUAL MEETING: PROVIDED A FORUM FOR THE DISCUSSION OF CRITICAL ISSUES IN HEMATOLOGY VIA EDUCATIONAL AND SCIENTIFIC SESSIONS, PLENARY SYMPOSIA, AND ABSTRACT PRESENTATIONS. SUPPORTED TRAINEES AND THOSE FROM DEVELOPING COUNTRIES WHO HAVE SUBMITTED ABSTRACTS FOR PRESENTATION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $8,435,949 | $641,723 | $16,342,353 | JOURNAL: PROVIDED AN INTERNATIONAL FORUM FOR THE PUBLICATION OF ORIGINAL ARTICLES DESCRIBING LABORATORY AND CLINICAL INVESTIGATIONS ENCOMPASSED IN THE FIELD OF HEMATOLOGY. |
| $863,476 | $86,231 | SMALL MEETINGS | |
| $3,297,653 | LLC (FACILITY) | ||
| $181,836 | $1,065,733 | CLINICAL NEWS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $12,778,914 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $727,954 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $17,408,086 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $56,018,157 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 323 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 129 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 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 | AK | 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 | ME | 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 | ND | 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 | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | 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 | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIFFANY AKE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2027760544 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT A BRODSKY | |||||||||
| SECRETARY THEN VP (EFF. 01/21) | 2.00 | 2.00 | Yes (X) | Yes (X) | $12,423 | $0 | $0 | ||
| STEPHANIE LEE | |||||||||
| PRESIDENT (THROUGH 12/20) | 2.00 | 2.00 | Yes (X) | Yes (X) | $11,205 | $0 | $0 | ||
| JOSEPH MIKHAEL | |||||||||
| COUNCILLOR | 2.00 | 2.00 | Yes (X) | $9,000 | $0 | $0 | |||
| MARTIN S TALLMAN | |||||||||
| PRES.-ELECT THEN PRES. (EFF. 01/21) | 2.00 | 2.00 | Yes (X) | Yes (X) | $1,000 | $0 | $0 | ||
| JANE N WINTER | |||||||||
| VP THEN PRESIDENT-ELECT (EFF. 01/21) | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARK CROWTHER | |||||||||
| TREASURER | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA E DUNBAR | |||||||||
| COUNCILLOR THEN SEC. (EFF. 01/21) | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BETTY PACE | |||||||||
| COUNCILLOR (BEG. 01/21) | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ARNOLD GANSER | |||||||||
| COUNCILLOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN C BYRD | |||||||||
| COUNCILLOR (THROUGH 12/20) | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| AGNES LEE | |||||||||
| COUNCILLOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BELINDA AVALOS | |||||||||
| COUNCILLOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BOB LOWENBERG | |||||||||
| COUNCILLOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALLISON LOREN | |||||||||
| COUNCILLOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMILE M SHAMMO | |||||||||
| COUNCILLOR (BEG. 01/21) | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTHA LIGGETT | |||||||||
| EXECUTIVE DIRECTOR | 35.00 | Yes (X) | $730,843 | $0 | $54,318 | ||||
| MATTHEW GERTZOG | |||||||||
| DEPUTY EXECUTIVE DIRECTOR | 17.00 | 18.00 | $504,996 | $0 | $54,954 | Yes (X) | |||
| NINA HOFFMAN | |||||||||
| CHIEF PUBLICATIONS OFFICER | 35.00 | $389,353 | $0 | $55,643 | Yes (X) | ||||
| ROBERT PLOVNICK | |||||||||
| CHIEF MEDICAL QUALITY OFFICER | 17.00 | 18.00 | $399,105 | $0 | $54,025 | Yes (X) | |||
| KARINA FERNANDEZ | |||||||||
| CHIEF INFORMATION OFFICER | 35.00 | $358,428 | $0 | $48,567 | Yes (X) | ||||
| CHARLES CLAYTON | |||||||||
| CHIEF PROF. DEV & DIVERSITY OFFICER | 35.00 | $355,726 | $0 | $39,476 | Yes (X) | ||||
| WILLIAM REED | |||||||||
| CHIEF EVENT STRATEGY OFFICER | 35.00 | $390,047 | $0 | $38,921 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,162,126 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $345,904 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 54 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FREEMAN | |||||
| PO BOX 734596 | DALLAS | TX | 753734596 | ASH MEETINGS DECORATOR | $3,469,227 |
| SPARGO INC | |||||
| 11208 WAPLES MILL RD | FAIRFAX | VA | 22030 | ANNUAL MEETING CONSULTANTS | $3,443,973 |
| GEEKHIVE | |||||
| 28 CHURCH STREET STE 2A | WARWICK | NY | 10990 | IT CONSULTING | $2,766,917 |
| DARTMOUTH JOURNAL SERVICES | |||||
| PO BOX 419817 | BOSTON | MA | 022419817 | JOURNAL PRINTING | $1,874,327 |
| PHARMACEUTICAL MEDIA INC | |||||
| MURRAY HILL STATION PO BOX 1332 | NEW YORK | NY | 10156 | ADVERTISEMENT CONSULTANT | $1,061,511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 44 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $4,051,230 | MembershipDuesAmt |
| Fundraising | $14,000 | FundraisingAmt |
| Government Grants | $966,840 | GovernmentGrantsAmt |
| All Other Contributions | $17,956,365 | AllOtherContributionsAmt |
| Total Contributions | $22,988,435 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ANNUAL MEETING | 900099 | $29,789,170 | $29,789,170 | |
| BLOOD JOURNAL | 900099 | $11,088,237 | $11,088,237 | |
| ADVERTISING | 541800 | $5,254,116 | $180,075 | $5,074,041 |
| PROJECTS | 900099 | $1,507,613 | $1,507,613 | |
| CLINICAL NEWS | 541800 | $1,065,733 | $1,065,733 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $179,140 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $179,140 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $48,884,009 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,339,990 | TotalRevenueColumnAmt |
| Exclusion | $1,339,990 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,623,810 | TotalRevenueColumnAmt |
| Exclusion | $13,623,810 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,333,800 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,557,536 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$223,736 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$223,736 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$198,512 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$25,224 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,447,367 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,415,393 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,031,974 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,031,974 | TotalRevenueColumnAmt |
| Exclusion | $2,031,974 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $37,690 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $14,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $11,820 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,870 | TotalRevenueColumnAmt |
| Exclusion | $25,870 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| COST AGREEMENT | 900099 | $460,505 | $460,505 |
| UNEARNED INCOME | 900099 | $200,069 | $200,069 |
| MISCELLANEOUS | 900099 | $2,739 | $2,739 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $663,313 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,333,665 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $42,565,095 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $6,120,402 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,659,733 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $764,647 | TotalAmt |
| Program Services | $764,647 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,880,500 | TotalAmt |
| Program Services | $9,880,500 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,850,587 | TotalAmt |
| Program Services | $1,850,587 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,106,431 | TotalAmt |
| Program Services | $527,319 | ProgramServicesAmt |
| Management And General | $526,465 | ManagementAndGeneralAmt |
| Fundraising | $52,647 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,596,749 | TotalAmt |
| Program Services | $9,880,469 | ProgramServicesAmt |
| Management And General | $3,494,040 | ManagementAndGeneralAmt |
| Fundraising | $222,240 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,282,551 | TotalAmt |
| Program Services | $921,646 | ProgramServicesAmt |
| Management And General | $338,600 | ManagementAndGeneralAmt |
| Fundraising | $22,305 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,859,140 | TotalAmt |
| Program Services | $2,038,740 | ProgramServicesAmt |
| Management And General | $768,751 | ManagementAndGeneralAmt |
| Fundraising | $51,649 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000,101 | TotalAmt |
| Program Services | $709,452 | ProgramServicesAmt |
| Management And General | $272,136 | ManagementAndGeneralAmt |
| Fundraising | $18,513 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,438,398 | TotalAmt |
| Program Services | $719,199 | ProgramServicesAmt |
| Management And General | $719,199 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,616 | TotalAmt |
| Management And General | $103,616 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,250 | TotalAmt |
| Program Services | $223,250 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,000 | TotalAmt |
| Management And General | $159,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,327,107 | TotalAmt |
| Program Services | $4,768,216 | ProgramServicesAmt |
| Management And General | $4,486,684 | ManagementAndGeneralAmt |
| Fundraising | $72,207 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,389,915 | TotalAmt |
| Program Services | $1,390,953 | ProgramServicesAmt |
| Management And General | -$1,988 | ManagementAndGeneralAmt |
| Fundraising | $950 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,461,200 | TotalAmt |
| Program Services | $931,397 | ProgramServicesAmt |
| Management And General | $525,066 | ManagementAndGeneralAmt |
| Fundraising | $4,737 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,625,030 | TotalAmt |
| Program Services | $1,341,830 | ProgramServicesAmt |
| Management And General | $1,283,200 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,801 | TotalAmt |
| Program Services | -$377,060 | ProgramServicesAmt |
| Management And General | $550,789 | ManagementAndGeneralAmt |
| Fundraising | $50,072 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,248,570 | TotalAmt |
| Program Services | $9,173,267 | ProgramServicesAmt |
| Management And General | $75,303 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,134,053 | TotalAmt |
| Program Services | $1,134,053 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,158,349 | TotalAmt |
| Program Services | $1,902,468 | ProgramServicesAmt |
| Management And General | $232,518 | ManagementAndGeneralAmt |
| Fundraising | $23,363 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,385 | TotalAmt |
| Program Services | $63,526 | ProgramServicesAmt |
| Management And General | $22,415 | ManagementAndGeneralAmt |
| Fundraising | $1,444 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| UBI TAX | $1,172,230 | $1,172,230 | |
| PUBLICATIONS | $3,030,153 | $3,029,505 | $648 |
| OTHER TAXES AND FEES | $455,176 | $455,176 | |
| MAINTENANCE & OVERHEAD | $371,416 | $371,416 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,557,545 | TotalAmt |
| Program Services | $3,145,371 | ProgramServicesAmt |
| Management And General | $400,756 | ManagementAndGeneralAmt |
| Fundraising | $11,418 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,506,900 | TotalAmt |
| Program Services | $56,018,157 | ProgramServicesAmt |
| Management And General | $13,957,198 | ManagementAndGeneralAmt |
| Fundraising | $531,545 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,473,253 | BOYAmt |
| EOY | $13,085,865 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,775,012 | BOYAmt |
| EOY | $23,900,870 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,290,455 | BOYAmt |
| EOY | $382,878 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,455,117 | BOYAmt |
| EOY | $7,499,534 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,152,299 | BOYAmt |
| EOY | $2,311,663 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $76,374,679 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,387,995 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,425,041 | BOYAmt |
| EOY | $55,986,684 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,900,578 | BOYAmt |
| EOY | $157,487,202 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,658,107 | BOYAmt |
| EOY | $41,009,926 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,791,170 | BOYAmt |
| EOY | $20,955,059 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,921,032 | BOYAmt |
| EOY | $322,619,681 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,184,289 | BOYAmt |
| EOY | $13,413,423 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,952,102 | BOYAmt |
| EOY | $8,783,020 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,314,051 | BOYAmt |
| EOY | $20,664,859 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,701,521 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,847,845 | BOYAmt |
| EOY | $47,610,475 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,311 | BOYAmt |
| EOY | $119,311 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,119,119 | BOYAmt |
| EOY | $90,591,088 | 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 | $174,469,390 | BOYAmt |
| EOY | $218,130,270 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,332,523 | BOYAmt |
| EOY | $13,898,323 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,801,913 | BOYAmt |
| EOY | $232,028,593 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,921,032 | BOYAmt |
| EOY | $322,619,681 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $18,826,765 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $28,399,915 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,856,468 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,895,284 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,589,430 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,177,202 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,988,435 | CurrentTaxYearAmt |
| Total | $65,506,819 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,533,695 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,499,108 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,147,400 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,617,027 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,565,095 | CurrentTaxYearAmt |
| Total | $279,362,325 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,390,163 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $67,394,392 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $74,736,830 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,794,229 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,553,530 | CurrentTaxYearAmt |
| Total | $344,869,144 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,574 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,336 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,829 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,755 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,447 | CurrentTaxYearAmt |
| Total | $232,941 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,994,017 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,239,682 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,701,078 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,577,730 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,515,946 | CurrentTaxYearAmt |
| Total | $36,028,453 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,030,591 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,316,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,758,907 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,608,485 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,547,393 | CurrentTaxYearAmt |
| Total | $36,261,394 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $308,607,750 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,403,959 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,858,145 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,069,988 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,376,219 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,106,799 | CurrentTaxYearAmt |
| Total | $27,815,110 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,403,959 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,858,145 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,069,988 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,376,219 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,106,799 | CurrentTaxYearAmt |
| Total | $27,815,110 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,500,964 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,676,028 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,646,049 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,554,668 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,392,449 | CurrentTaxYearAmt |
| Total | $18,770,158 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$5,817 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74,401 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,618 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$67,767 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $663,313 | CurrentTaxYearAmt |
| Total | $690,748 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64,289,269 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74,002,966 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $82,479,485 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,657,349 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,716,091 | CurrentTaxYearAmt |
| Total | $392,145,160 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.78700 | PublicSupportCY509Pct |
| Public Support PY509 | 0.81860 | PublicSupportPY509Pct |
| Investment Income CY | 0.07090 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04750 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,459 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,583 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $264,042 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $70,242,858 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $70,506,900 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $278,864 | CurrentYearMinus3Amt |
| Current Year Minus2 | $257,275 | CurrentYearMinus2Amt |
| Current Year Minus1 | $244,222 | CurrentYearMinus1Amt |
| Current Year | $264,042 | CurrentYearAmt |
| Total | $1,044,403 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $8,991 | CurrentYearMinus3Amt |
| Current Year Minus2 | $11,943 | CurrentYearMinus2Amt |
| Current Year Minus1 | $6,987 | CurrentYearMinus1Amt |
| Current Year | $13,459 | CurrentYearAmt |
| Total | $41,380 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,036,590 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,729,768 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $489,601 | AdministrativeExpensesAmt |
| End Year Balance | $9,276,757 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,607,385 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$424,174 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $146,621 | AdministrativeExpensesAmt |
| End Year Balance | $8,036,590 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,554,929 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $375,838 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $323,382 | AdministrativeExpensesAmt |
| End Year Balance | $8,607,385 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,210,270 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $578,396 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $233,737 | AdministrativeExpensesAmt |
| End Year Balance | $8,554,929 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,457,742 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $887,719 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $135,191 | AdministrativeExpensesAmt |
| End Year Balance | $8,210,270 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.79380 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20620 | 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 | $12,458,802 | OtherCostOrOtherBasisAmt |
| Book Value | $12,458,802 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $54,003,999 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,860,778 | DepreciationAmt |
| Book Value | $39,143,221 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,104,905 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,763,902 | DepreciationAmt |
| Book Value | $1,341,003 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,806,973 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,763,315 | DepreciationAmt |
| Book Value | $3,043,658 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $55,986,684 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COMMINGLED UNITIZED POOLS | $6,288,443 | F |
| HEDGE FUND - WEATHERLOW OFFSHORE FUND I LTD | $6,989,583 | F |
| UNALLOCATED INSURANCE CONTRACTS | $678,266 | F |
| LIMITED PARTNERSHIP | $10,743,226 | F |
| GEM OPPORTUNITIES FUND | $1,949,022 | F |
| BURGUNDY FUNDS DST SMALLER COMPANIES PORTFOLIO | $4,979,917 | F |
| ARROWSTREET INTERNATIONAL EQUITY FUND | $9,381,469 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $41,009,926 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BROKER FEES | $46,998 |
| SUBLEASE RECEIVABLE | $139,858 |
| DUE FROM RELATED PARTY | $20,768,203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $20,955,059 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TENANT SECURITY DEPOSIT | Desc |
| Amt | $119,311 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $119,311 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $119,824,177 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $28,399,915 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,237,777 | OtherRevenueAmt |
| Revenue Not Reported | $30,637,692 | RevenueNotReportedAmt |
| Revenue Subtotal | $89,186,485 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $159,000 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$11,820 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $147,180 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $89,333,665 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $78,874,134 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $8,514,414 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $8,514,414 | ExpensesNotReportedAmt |
| Expenses Subtotal | $70,359,720 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $159,000 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$11,820 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $147,180 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $70,506,900 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS SUPPORT THE FOLLOWING PROGRAMS, AS SPECIFIED BY DONORS: ASH SCHOLAR AWARDS, THE CLINICAL RESEARCH TRAINING INSTITUTE, THE GIBSON AWARD, THE LEVY AWARD, AND THE COULTER AWARD. |
| PART X, LINE 2: | FOR THE YEARS ENDED JUNE 30, 2021 AND 2020, THE SOCIETY HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE INCLUDED AS EXPENSE ON THE AUDIT AND NETTED 1,557,536. AGAINST REVENUE ON FORM 990, PART VIII, LINE 6C. ASH REGISTRY REVENUE, INCLUDED IN THE CONSOLIDATED 1,111,574. AUDIT REPORT AND EXCLUDED FROM ASH, INC. FORM 990 REPORTING. ELIMINATIONS INCLUDED IN THE CONSOLIDATED AUDIT REPORT -431,333. AND EXCLUDED FROM ASH, INC. FORM 990 REPORTING. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES REPORTED AS EXPENSE ON THE AUDIT -11,820. AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8C. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE INCLUDED AS EXPENSE ON THE AUDIT AND NETTED 1,557,536. AGAINST REVENUE ON FORM 990, PART VIII, LINE 6C. ASH REGISTRY EXPENSES, INCLUDED IN THE CONSOLIDATED 7,388,211. AUDIT REPORT AND EXCLUDED FROM ASH, INC. FORM 990 REPORTING. ELIMINATIONS INCLUDED IN THE CONSOLIDATED AUDIT REPORT -431,333. AND EXCLUDED FROM ASH, INC. FORM 990 REPORTING. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES REPORTED AS EXPENSE ON THE AUDIT -11,820. AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8C. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | BOOK VALUE OF INVESTMENTS IN THE REGION | $6,989,583 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $486,000 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $524,600 |
| NORTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $453,987 |
| SOUTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $86,000 |
| SOUTH ASIA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $150,000 |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN REGION | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $8,840,170 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $8,840,170 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (14 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| ASH AWARD SUPPLEMENT | EAST ASIA AND THE PACIFIC | 2 | $30,000 | WIRE |
| ASH-JSH ABSTRACT ACHIEVEMENT AWARD | EAST ASIA AND THE PACIFIC | 3 | $6,000 | WIRE |
| GLOBAL RESEARCH AWARD | EAST ASIA AND THE PACIFIC | 3 | $450,000 | WIRE |
| ASH AWARD SUPPLEMENT | EUROPE (INCLUDING ICELAND & GREENLAND) | 4 | $170,000 | WIRE |
| ASH-BSH ABSTRACT ACHIEVEMENT AWARD | EUROPE (INCLUDING ICELAND & GREENLAND) | 3 | $6,000 | WIRE |
| GLOBAL RESEARCH AWARD | EUROPE (INCLUDING ICELAND & GREENLAND) | 2 | $298,600 | WIRE |
| RESEARCH RESTART | EUROPE (INCLUDING ICELAND & GREENLAND) | 1 | $50,000 | WIRE |
| ASH AWARD SUPPLEMENT | NORTH AMERICA | 1 | $40,000 | WIRE |
| GLOBAL RESEARCH AWARD | NORTH AMERICA | 2 | $288,987 | WIRE |
| SCHOLAR AWARD | NORTH AMERICA | 1 | $125,000 | WIRE |
| ASH AWARD SUPPLEMENT | SOUTH AMERICA | 1 | $20,000 | WIRE |
| GLOBAL RESEARCH AWARD | SOUTH AMERICA | 1 | $66,000 | WIRE |
| GLOBAL RESEARCH AWARD | SOUTH ASIA | 1 | $150,000 | WIRE |
| ASH AWARD SUPPLEMENT | SUB-SAHARAN AFRICA | 3 | $150,000 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE AMERICAN SOCIETY OF HEMATOLOGY (ASH) HAS MANY AWARD PROGRAMS THAT ARE AVAILABLE TO INDIVIDUALS OUTSIDE THE UNITED STATES, AND AS A RESULT, OUR PROCEDURES TO MONITOR GRANTS OUTSIDE THE U.S. VARY BY THE GRANT PROGRAM. IN GENERAL, PARTICIPANTS MUST SUBMIT A LETTER FROM A MENTOR, DEPARTMENT HEAD, OR DIVISION CHIEF AFFIRMING THAT PROGRESS IS BEING MADE AT THE END OF EACH YEAR OF MULTIYEAR PROJECTS. AT AWARD COMPLETION, THE PARTICIPANT SUBMITS REQUIRED EVALUATION FORMS THAT PROVIDE THE SOCIETY WITH UPDATES ON PARTICIPANTS' PROGRESS DURING THE AWARD PERIOD. IN ADDITION TO THE EVALUATIONS, AWARDEES PARTICIPATING IN RESEARCH-BASED PROGRAMS ARE REQUIRED TO SUBMIT A FINAL RESEARCH SUMMARY REPORT AND A FINAL FINANCIAL REPORT, DETAILING HOW THE FUNDS WERE USED. THE FINAL PROGRESS REPORT AND FINANCIAL REPORT MUST BE SUBMITTED WITHIN 60 DAYS AFTER THE COMPLETION OF THE PROJECT. ANY UNUSED FUNDS MUST BE RETURNED TO ASH AT THE TIME THE FINANCIAL REPORT IS SUBMITTED. PARTICIPANTS AND THEIR INSTITUTIONS ARE MADE AWARE OF ASH'S REGULATIONS AT THE TIME THE AWARD IS ACCEPTED. FOR THOSE THAT DO NOT COMPLY WITH THE RULES, ASH RESERVES THE RIGHT TO WITHHOLD REMAINING FUNDS AND/OR TEMPORARILY SUSPEND THE INSTITUTION FROM RECEIVING OTHER GRANTS THE SOCIETY OFFERS UNTIL THE INSTITUTION IS IN GOOD STANDING. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WALK/RUN | Event1Nm |
| Gross Receipts Event1 | $51,690 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $14,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $37,690 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $11,820 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $51,690 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $14,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $37,690 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,820 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $11,820 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $25,870 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ASH REGISTRY INC | |||||||
| 2021 L STREET NW SUITE 900 | WASHINGTON | DC | 20036 | 824218205 | 501(C)(3) | $431,333 | SUBRECIPIENT AWARD - PROGRAM SUPPORT |
| CHILDREN'S HOSPITAL MEDICAL CENTER | |||||||
| 3333 BURNET AVE | CINCINNATI | OH | 452293026 | 310833936 | 501(C)(3) | $333,314 | SUBRECIPIENT AWARD - PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (15 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| ASH AWARD SUPPLEMENT | 8 | $330,000 |
| BRIDGE GRANTS | 9 | $1,350,000 |
| ERNEST BEUTLER LECTURE AND PRIZE | 2 | $15,000 |
| MINORITY GRADUATE STUDENT ABSTRACT ACHIEVEMENT AWARD | 5 | $7,500 |
| MINORITY HEMATOLOGY FELLOW AWARD | 5 | $500,000 |
| MINORITY HEMATOLOGY GRADUATE AWARD | 4 | $480,000 |
| MINORITY MEDICAL STUDENT AWARD (MMSAP) | 16 | $173,000 |
| PHYSICIAN SCIENTIST CAREER DEVELOPMENT AWARD | 6 | $252,000 |
| RESEARCH RESTART | 18 | $870,000 |
| RESEARCH TRAINING AWARD FOR FELLOWS | 17 | $1,190,000 |
| SCHOLAR AWARDS | 35 | $4,475,000 |
| WALTER H. COULTER AWARD | 1 | $10,000 |
| HONORS AWARDS | 37 | $185,000 |
| MINORITY RESIDENT HEMATOLOGY AWARD | 7 | $35,000 |
| OUTSTANDING ABSTRACT ACHIEVEMENT AWARD | 4 | $8,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IN GENERAL, GRANTEES MUST COMPLETE A FIRST YEAR EVALUATION FORM AND AN AWARD COMPLETION EVALUATION FORM THAT PROVIDES THE SOCIETY WITH UPDATES ON PARTICIPANTS' PROGRESS DURING THE AWARD PERIOD. IN ADDITION TO THE EVALUATIONS, PARTICIPANTS ARE ALSO REQUIRED TO SUBMIT A FINAL RESEARCH SUMMARY REPORT AND A FINAL FINANCIAL REPORT, ON INSTITUTION LETTERHEAD, DETAILING HOW THE FUNDS WERE USED. THE FINAL PROGRESS REPORT AND FINANCIAL REPORT MUST BE SUBMITTED WITHIN 60 DAYS AFTER THE COMPLETION OF THE PROJECT. ANY UNUSED FUNDS MUST BE RETURNED TO ASH AT THE TIME THAT THE FINANCIAL REPORT IS SUBMITTED. GRANTEES AND THEIR INSTITUTIONS ARE MADE AWARE OF ASH'S REGULATIONS AT THE TIME THE AWARD IS ACCEPTED. FOR THOSE THAT DO NOT COMPLY WITH THE RULES, ASH RESERVES THE RIGHT TO WITHHOLD THE REMAINING FUNDS AND/OR TEMPORARILY SUSPEND THE GRANTEE FROM RECEIVING OTHER GRANTS THE SOCIETY OFFERS UNTIL THE GRANTEE IS IN GOOD STANDING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARTHA LIGGETT | ||||||||||||||
| EXECUTIVE DIRECTOR | $648,371 | $0 | $82,472 | $0 | $0 | $0 | $27,864 | $0 | $26,454 | $0 | $785,161 | $0 | $0 | $0 |
| MATTHEW GERTZOG | ||||||||||||||
| DEPUTY EXECUTIVE DIRECTOR | $467,612 | $0 | $37,384 | $0 | $0 | $0 | $28,500 | $0 | $26,454 | $0 | $559,950 | $0 | $0 | $0 |
| ROBERT PLOVNICK | ||||||||||||||
| CHIEF MEDICAL QUALITY OFFICER | $394,105 | $0 | $5,000 | $0 | $0 | $0 | $26,821 | $0 | $27,204 | $0 | $453,130 | $0 | $0 | $0 |
| NINA HOFFMAN | ||||||||||||||
| CHIEF PUBLICATIONS OFFICER | $361,853 | $0 | $27,500 | $0 | $0 | $0 | $28,439 | $0 | $27,204 | $0 | $444,996 | $0 | $0 | $0 |
| WILLIAM REED | ||||||||||||||
| CHIEF EVENT STRATEGY OFFICER | $362,547 | $0 | $27,500 | $0 | $0 | $0 | $28,439 | $0 | $10,482 | $0 | $428,968 | $0 | $0 | $0 |
| KARINA FERNANDEZ | ||||||||||||||
| CHIEF INFORMATION OFFICER | $358,428 | $0 | $0 | $0 | $0 | $0 | $28,443 | $0 | $20,124 | $0 | $406,995 | $0 | $0 | $0 |
| CHARLES CLAYTON | ||||||||||||||
| CHIEF PROF. DEV & DIVERSITY OFFICER | $355,726 | $0 | $0 | $0 | $0 | $0 | $28,472 | $0 | $11,004 | $0 | $395,202 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE ORGANIZATION'S BENEFIT PACKAGE INCLUDES PROVISIONS FOR HEALTH CLUB DUES AND A WELLNESS PLAN FOR ALL EMPLOYEES UP TO $750 PER EMPLOYEE AND CALENDAR YEAR. ASH PROVIDES GROSS-UP STIPENDS TO OFFICERS ALONG WITH THE EDITORS OF ITS BLOOD JOURNAL. |
| PART I, LINE 7 | BONUS COMPENSATION HAS BEEN REFLECTED IN PART II, COLUMN (B)(II). |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (9 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $100,424 | SEE PART V -"SUBSTANTIAL CONTRIBUTOR" REPORTED A CONTRIBUTION OF $18,000 ON SCHEDULE B, WHICH MAKES THE COMPANY "AN INTERESTED PERSON" FOR SCHEDULE L REPORTING PURPOSES. IN ADDITION TO ITS CONTRIBUTION, THIS COMPANY PAID FOR EXHIBITS, REGISTRATION, AND OTHER MISCELLANEOUS ITEMS FOR A TOTAL OF $100,424, WHICH IS WITHIN THE SAME PRICE RANGE THAT ALL OTHER COMPANIES PAID FOR THESE TYPES OF TRANSACTIONS. | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $181,200 | SEE PART V -"SUBSTANTIAL CONTRIBUTOR" REPORTED A CONTRIBUTION IN THE AMOUNT OF $1,344,713 ON SCHEDULE B, WHICH MAKES THE COMPANY "AN INTERESTED PERSON" FOR SCHEDULE L REPORTING PURPOSES. IN ADDITION TO THE CONTRIBUTION, THIS COMPANY PAID FOR MEMBERSHIP AND EXHIBITS FOR $181,200, WHICH IS WITHIN THE SAME PRICE RANGE THAT ALL OTHER COMPANIES PAID FOR THESE TYPES OF TRANSACTIONS. | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $101,863 | SEE PART V -"SUBSTANTIAL CONTRIBUTOR" REPORTED A CONTRIBUTION IN THE AMOUNT OF $176,350 ON SCHEDULE B, WHICH MAKES THE COMPANY "AN INTERESTED PERSON" FOR SCHEDULE L REPORTING PURPOSES. IN ADDITION TO THE CONTRIBUTION, THIS COMPANY PAID FOR MEMBERSHIP, REGISTRATION, EXHIBITS AND MISCELLANEOUS ITEMS FOR $101,863, WHICH IS WITHIN THE SAME PRICE RANGE THAT ALL OTHER COMPANIES PAID FOR THESE TYPES OF TRANSACTIONS. | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $248,725 | SEE PART V -"SUBSTANTIAL CONTRIBUTOR" REPORTED A CONTRIBUTION IN THE AMOUNT OF $886,450 ON SCHEDULE B, WHICH MAKES THE COMPANY "AN INTERESTED PERSON" FOR SCHEDULE L REPORTING PURPOSES. IN ADDITION TO THE CONTRIBUTION, THIS COMPANY PAID FOR MEMBERSHIP, EXHIBITS AND MISCELLANEOUS ITEMS FOR $248,725, WHICH IS WITHIN THE SAME PRICE RANGE THAT ALL OTHER COMPANIES PAID FOR THESE TYPES OF TRANSACTIONS. | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $2,758,000 | SEE PART V -"SUBSTANTIAL CONTRIBUTOR" REPORTED A CONTRIBUTION IN THE AMOUNT OF $30,000 ON SCHEDULE B, WHICH MAKES THE COMPANY "AN INTERESTED PERSON" FOR SCHEDULE L REPORTING PURPOSES. IN ADDITION TO THE CONTRIBUTION, THIS COMPANY PAID FOR MEETINGS AND MISCELLANEOUS ITEMS FOR $2,758,000, WHICH IS WITHIN THE SAME PRICE RANGE THAT ALL OTHER COMPANIES PAID FOR THESE TYPES OF TRANSACTIONS. | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $907,200 | SEE PART V -"SUBSTANTIAL CONTRIBUTOR" REPORTED A CONTRIBUTION IN THE AMOUNT OF $1,917,900 ON SCHEDULE B, WHICH MAKES THE COMPANY "AN INTERESTED PERSON" FOR SCHEDULE L REPORTING PURPOSES. IN ADDITION TO THE CONTRIBUTION, THIS COMPANY PAID FOR ADVERTISING AND EXHIBITS FOR $907,200, WHICH IS WITHIN THE SAME PRICE RANGE THAT ALL OTHER COMPANIES PAID FOR THESE TYPES OF TRANSACTIONS. | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $443,056 | SEE PART V -"SUBSTANTIAL CONTRIBUTOR" REPORTED A CONTRIBUTION OF $117,500 ON SCHEDULE B, WHICH MAKES THE COMPANY "AN INTERESTED PERSON" FOR SCHEDULE L REPORTING PURPOSES. IN ADDITION TO ITS CONTRIBUTION, THIS COMPANY PAID FOR REGISTRATION AND ADVERTISING FOR A TOTAL OF $443,056, WHICH IS WITHIN THE SAME PRICE RANGE THAT ALL OTHER COMPANIES PAID FOR THESE TYPES OF TRANSACTIONS. | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $117,695 | SEE PART V -"SUBSTANTIAL CONTRIBUTOR" REPORTED A CONTRIBUTION OF $25,000 ON SCHEDULE B, WHICH MAKES THE COMPANY "AN INTERESTED PERSON" FOR SCHEDULE L REPORTING PURPOSES. IN ADDITION TO ITS CONTRIBUTION, THIS COMPANY PAID FOR ADVERTISING, REGISTRATION AND MISCELLANEOUS ITEMS FOR A TOTAL OF $117,695 WHICH IS WITHIN THE SAME PRICE RANGE THAT ALL OTHER COMPANIES PAID FOR THESE TYPES OF TRANSACTIONS. | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||
| SUBSTANTIAL CONTRIBUTOR | $494,009 | SEE PART V -"SUBSTANTIAL CONTRIBUTOR" REPORTED A CONTRIBUTION OF $622,500 ON SCHEDULE B, WHICH MAKES THE COMPANY "AN INTERESTED PERSON" FOR SCHEDULE L REPORTING PURPOSES. IN ADDITION TO ITS CONTRIBUTION, THIS COMPANY PAID FOR ADVERTISING, SUBSCRIPTIONS, EXHIBITS AND REGISTRATION FOR A TOTAL OF $494,009 WHICH IS WITHIN THE SAME PRICE RANGE THAT ALL OTHER COMPANIES PAID FOR THESE TYPES OF TRANSACTIONS. | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE AMERICAN SOCIETY OF HEMATOLOGY HAS INDIVIDUAL MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE AMERICAN SOCIETY OF HEMATOLOGY HAS AN INDIVIDUAL MEMBERSHIP THAT HAS THE AUTHORITY TO ELECT THE MEMBERS OF THE EXECUTIVE COMMITTEE OF THE GOVERNING BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE AMERICAN SOCIETY OF HEMATOLOGY'S MEMBERSHIP HAS THE RIGHT TO VOTE ON CHANGES TO ITS BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED FIRST BY THE SENIOR ACCOUNTANT AND THE DEPUTY DIRECTOR OF FINANCE, THEN BY THE CHIEF FINANCIAL OFFICER, AND THEN BY THE EXECUTIVE DIRECTOR. IT IS THEN SENT TO THE ENTIRE BOARD PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | AMERICAN SOCIETY OF HEMATOLOGY'S CONFLICT OF INTEREST POLICY QUESTIONNAIRE IS FILLED OUT ELECTRONICALLY BY ALL BOARD MEMBERS AND EMPLOYEES. BEFORE EACH BOARD OR COMMITTEE MEETING A MEMBER IS PUT IN CHARGE OF REVIEWING ALL CONFLICT OF INTEREST STATEMENTS FOR THE MEMBERS ATTENDING. FURTHERMORE, MEMBERS ARE ASKED TO DISCLOSE ANY CHANGES BEFORE EVERY MEETING. WHEN AN ASH MEMBER HAS A CONFLICT, S/HE WILL NOT: 1. TAKE ANY ACTION ON BEHALF OF ASH CONCERNING THE SUBJECT IN CONFLICT OR ANY ISSUE RELEVANT TO THE SUBJECT IN CONFLICT; 2. PARTICIPATE IN DISCUSSIONS ON THE SUBJECT WITHOUT FULL DISCLOSURE; 3. PARTICIPATE IN DECISION-MAKING DISCUSSIONS OR CAST A VOTE; 4. IMPLY THAT HE/SHE IS ACTING ON BEHALF OF ASH WHEN DISCUSSING THE RELEVANT SUBJECT WITH THIRD PARTIES; OR 5. FAIL TO CLARIFY WITH THIRD PARTIES WITH WHOM HE/SHE DEALS ON THE RELEVANT SUBJECT THAT HE/SHE IS NOT ACTING ON BEHALF OF ASH. |
| FORM 990, PART VI, SECTION B, LINE 15A | TO ATTRACT AND RETAIN STELLAR TALENT IN THIS TOP EXECUTIVE POSITION, ASH PERIODICALLY ASSESSES MARKET SALARY TRENDS FOR THIS ROLE. THIS INCLUDES A COMPREHENSIVE MARKET SALARY REVIEW CONDUCTED BY NONPROFIT HR SOLUTIONS (NPHRS) AND ASSOCIATION STRATEGIES, INC. EVERY THREE YEARS. THIS BENCHMARKING INCLUDES AN ASSESSMENT OF SALARIES AND BENEFITS OF OTHER NON-PROFIT MEDICAL ASSOCIATION CHIEF EXECUTIVES WITH COMPARABLE BUDGET, STAFF SIZE, AND MISSION. WITH THE RESULTS OF THIS DATA, ASH CONSIDERS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR, AND SETS A SALARY ALIGNED AT LEAST WITH THE MEAN OF THE MARKET. EXECUTIVE COMPENSATION FOR THE EXECUTIVE DIRECTOR IS ESTABLISHED BY CONTRACT BETWEEN THE BOARD OF DIRECTORS AND THE EXECUTIVE DIRECTOR WHICH IS TYPICALLY RENEGOTIATED EVERY THREE YEARS. EXECUTIVE COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD OF DIRECTORS AND CONFIRMED IN A FULLY EXECUTED CONTRACT SIGNED BY THE PRESIDENT AND THE EXECUTIVE DIRECTOR. THE LAST SALARY REVIEW WAS DONE IN NOVEMBER 2021. THE COMPENSATION FOR THE OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION IS REVIEWED BY AN OUTSIDE HR GROUP AND APPROVED BY THE EXECUTIVE DIRECTOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS LOCATED ON THE ORGANIZATION'S WEBSITE. |
| PART VII, SECTION A - COMPENSATION OF BOARD MEMBERS: | BOARD MEMBERS MAY RECEIVE COMPENSATION RELATED TO SPEAKING ENGAGEMENTS OR WRITING ARTICLES FOR THE SOCIETY. |
| FORM 990, PART IX, LINE 11G | CONSULTING FEES: PROGRAM SERVICE EXPENSES 2,440,216. MANAGEMENT AND GENERAL EXPENSES 4,468,238. FUNDRAISING EXPENSES 72,207. TOTAL EXPENSES 6,980,661. HONORARIUM: PROGRAM SERVICE EXPENSES 2,328,000. MANAGEMENT AND GENERAL EXPENSES 18,446. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,346,446. |
| FORM 990, PART IV, QUESTION 28C: | IN 2020, ASH HAD BUSINESS TRANSACTIONS WITH ENTITIES THAT MEET THE IRS DEFINITION OF AN INTERESTED PERSON (SUBSTANTIAL CONTRIBUTOR) AS SPECIFIED IN THE FORM 990, SCHEDULE L, PART IV INSTRUCTIONS. THEREFORE, IN ACCORDANCE WITH THE IRS INSTRUCTIONS, ASH IS FILING A SCHEDULE L TO REPORT BUSINESS TRANSACTIONS WITH INTERESTED PARTIES. PART IV, QUESTION 28 DOES NOT INCLUDE TRANSACTIONS INVOLVING INTERESTED PERSONS AS DEFINED IN SCHEDULE L. ALTHOUGH QUESTION 28 DOES NOT INCLUDE "INTERESTED PERSONS", ASH HAS ANSWERED "YES" TO QUESTION 28C TO NOTE THE FILING OF SCHEDULE L. ASH DID NOT HAVE A 2020 BUSINESS TRANSACTION WITH ANY ENTITY OF WHICH A CURRENT OR FORMER OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE (OR A FAMILY MEMBER THEREOF) WAS AN OFFICER, DIRECTOR, TRUSTEE, OR DIRECT OR INDIRECT OWNER. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASH 2021 L LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW NO 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263243051 | EIN |
| Primary Activities | TO OWN ASH'S PRINCIPAL PROPERTY | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Total Income | $1,299,355 | TotalIncomeAmt |
| End Of Year Assets | $65,760,416 | EndOfYearAssetsAmt |
| Direct Controlling NA | N/A | DirectControllingNACd |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASH REGISTRY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW NO 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 824218205 | EIN |
| Primary Activities | TO FOSTER COLLABORATIVE PARTNERSHIPS TO ACCELERATE PROGRESS IN HEMATOLOGY | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12B, II | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ASH REGISTRY INC | ||
| D | $21,075,918 | ACTUAL AMOUNT |
| ASH REGISTRY INC | ||
| B | $431,333 | ACTUAL AMOUNT |
| ASH REGISTRY INC | ||
| N | $980,000 | COSTSHARING AGREEEMENT |
| ASH REGISTRY INC | ||
| O | $0 | COST SHARING AGREEMENT |
| ASH REGISTRY INC | ||
| P | $0 | COST SHARING AGREEMENT |