SOCIETY FOR REPRODUCTIVE INVESTIGATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY FOR REPRODUCTIVE INVESTIGATION (EIN 95-2293816)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202211369349314146
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T16:29:54-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390919055 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RITZ HOLMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 E KILBOURN AVE SUITE 550 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | 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 | 952293816 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY FOR REPRODUCTIVE INVESTIGATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 4149189888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 E WELLS STREET NO 1100 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL ROZANCE MD | PersonNm |
| Person Title | SEC-TREASURER | PersonTitleTxt |
| Phone | 4149189888 | PhoneNum |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | ROZANCE MD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY L SOMMER | PreparerPersonNm |
| PTIN | P00273273 | PTIN |
| Phone | 4142711451 | PhoneNum |
| Preparation | 2022-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES H SEGARS MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 E WELLS STREET NO 1100 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $810,785 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SRI-ONLINE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | ADVANCE REPRODUCTIVE AND WOMEN'S HEALTH CARE THROUGH OUTSTANDING BASIC, TRANSLATIONAL, AND CLINICAL SCIENCE AND BY TRAINING AND MENTORING FUTURE GENERATIONS OF INVESTIGATORS. ADVANCE REPRODUCTIVE AND WOMEN'S HEALTH THROUGH (1) OUTSTANDING BASIC, TRANSLATIONAL, AND CLINICAL SCIENCE (2) TRAINING AND MENTORING FUTURE GENERATIONS OF INVESTIGATORS (3) ADVOCACY TARGETING FUNDING AGENCIES, POLICY MAKERS, DONORS AND THE COMMUNITY AND, (4) PROMOTING WOMEN'S HEALTH GLOBALLY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $1,175 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $175 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $63,653 | PYContributionsGrantsAmt |
| CY Contributions Grants | $275,175 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $792,959 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $296,088 | CYProgramServiceRevenueAmt |
| PY Investment Income | $63,192 | PYInvestmentIncomeAmt |
| CY Investment Income | $41,025 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,045 | PYOtherRevenueAmt |
| CY Other Revenue | $6,110 | CYOtherRevenueAmt |
| PY Total Revenue | $921,849 | PYTotalRevenueAmt |
| CY Total Revenue | $618,398 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $152,897 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $135,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $560 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $854,686 | PYOtherExpensesAmt |
| CY Other Expenses | $451,417 | CYOtherExpensesAmt |
| PY Total Expenses | $1,007,583 | PYTotalExpensesAmt |
| CY Total Expenses | $586,417 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$85,734 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $31,981 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,255,123 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,292,822 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $88,008 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $521,718 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,167,115 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,771,104 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ADVANCE REPRODUCTIVE AND WOMEN'S HEALTH CARE THROUGH OUTSTANDING BASIC, TRANSLATIONAL, AND CLINICAL SCIENCE TRAINING AND MENTORING FUTURE GENERATIONS OF INVESTIGATORS ADVOCACY TARGETING FUNDING AGENCIES, POLICY MAKERS, DONORS AND THE COMMUNITY AND, PROMOTING WOMEN'S HEALTH GLOBALLY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $127,729 | ExpenseAmt |
| Desc | ANNUAL SCIENTIFIC MEETING & SEMINARS: THE SRI ANNUAL MEETING WAS MOVED TO JULY, 2021 DUE TO COVID-19. THE SRI ANNUAL MEETING GATHERS LEADING SCIENTISTS AND CLINICAL INVESTIGATORS ANNUALLY TO SHARE CUTTING-EDGE INFORMATION IN REPRODUCTIVE SCIENCES AND WOMEN'S HEALTH. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $47,603 | ExpenseAmt |
| Revenue | $99,743 | RevenueAmt |
| Desc | PUBLICATIONS: THE JOURNAL PROVIDES OB/GYN PROFESSIONALS WITH UPDATES IN THE FIELD OF REPRODUCTIVE INVESTIGATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,993 | ExpenseAmt |
| Desc | WEBSITE: PROVIDES RESOURCES TO MEMBERS OF THE ORGANIZATION AS WELL AS THE GENERAL PUBLIC. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $184,289 | ExpenseAmt |
| Grant | $135,000 | GrantAmt |
| Revenue | $196,345 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES: NEWSLETTER AND OUTREACH ACTIVITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $184,289 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $135,000 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $196,345 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $373,614 | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXECUTIVE DIRECTOR INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4142766445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 E WELLS STREET SUITE 1100 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MURRAY D MITCHELL DPHIL DSC | ||||||
| PAST PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES H SEGARS MD | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| NANETTE F SANTORO MD | ||||||
| PRESIDENT ELECT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ASGERALLY T FAZLEABAS PHD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS JANSSON MD PHD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLE R MENDELSON PHD | ||||||
| PRESIDENT NOM | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PAUL J ROZANCE MD | ||||||
| SEC-TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| AYMAN AL-HENDY MD PHD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMY P MURTHA MD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN G MATTHEWS PHD | ||||||
| PRESIDENT NOM | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| IRINA BURD MD PHD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VIRGINIA D WINN MD PHD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EMILY SU MD | ||||||
| SEC-TREAS ELECT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GENEVIEVE NEAL-PERRY MD PHD | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXECUTIVE DIRECTOR INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 E WELLS STREET STE 1100 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MANAGEMENT SERVICES | ServicesDesc |
| Compensation | $325,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $275,175 | AllOtherContributionsAmt |
| Total Contributions | $275,175 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES & ASSE | 541700 | $196,345 | $196,345 |
| JOURNAL INCOME | 511120 | $99,743 | $99,743 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $296,088 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,118 | TotalRevenueColumnAmt |
| Exclusion | $55,118 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $178,294 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $192,387 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$14,093 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$14,093 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$14,093 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MISCELLANEOUS | 900099 | $4,935 | $4,935 | |
| JOB POSTING INCOME | 900099 | $1,175 | $1,175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,110 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $618,398 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $286,930 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,175 | UnrelatedBusinessRevenueAmt |
| Exclusion | $55,118 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Program Services | $100,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
| Program Services | $5,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Program Services | $30,000 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,000 | TotalAmt |
| Program Services | $157,178 | ProgramServicesAmt |
| Management And General | $167,822 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581 | TotalAmt |
| Management And General | $581 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,950 | TotalAmt |
| Management And General | $6,950 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,335 | TotalAmt |
| Management And General | $17,335 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,187 | TotalAmt |
| Program Services | $683 | ProgramServicesAmt |
| Management And General | $10,944 | ManagementAndGeneralAmt |
| Fundraising | $560 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,586 | TotalAmt |
| Program Services | $13,993 | ProgramServicesAmt |
| Management And General | $2,593 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $911 | TotalAmt |
| Program Services | $911 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,944 | TotalAmt |
| Program Services | $15,944 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,766 | TotalAmt |
| Management And General | $5,766 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| JOURNAL | $47,603 | $47,603 | |
| OTHER EXPENSES | $2,302 | $2,302 | |
| UNRELATED BUSINESS INCO | $252 | $252 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $586,417 | TotalAmt |
| Program Services | $373,614 | ProgramServicesAmt |
| Management And General | $212,243 | ManagementAndGeneralAmt |
| Fundraising | $560 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,948 | BOYAmt |
| EOY | $368,340 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
| EOY | $500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,860 | BOYAmt |
| EOY | $36,122 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,911 | BOYAmt |
| EOY | $1,911 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,240 | BOYAmt |
| EOY | $484,087 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,806,164 | BOYAmt |
| EOY | $2,401,862 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,255,123 | BOYAmt |
| EOY | $3,292,822 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,483 | BOYAmt |
| EOY | $10,077 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,525 | BOYAmt |
| EOY | $511,641 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,008 | BOYAmt |
| EOY | $521,718 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,887,207 | BOYAmt |
| EOY | $2,334,676 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,908 | BOYAmt |
| EOY | $436,428 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,167,115 | BOYAmt |
| EOY | $2,771,104 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,255,123 | BOYAmt |
| EOY | $3,292,822 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $31,981 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $572,008 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $278,764 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $357,877 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $410,498 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $236,030 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $471,520 | CurrentTaxYearAmt |
| Total | $1,754,689 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $612,135 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $811,959 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $984,693 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $620,583 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $99,743 | CurrentTaxYearAmt |
| Total | $3,129,113 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $890,899 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,169,836 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,395,191 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $856,613 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $571,263 | CurrentTaxYearAmt |
| Total | $4,883,802 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,880 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $156,696 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $106,924 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,380 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,350 | CurrentTaxYearAmt |
| Total | $458,230 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,880 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $156,696 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $106,924 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,380 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,350 | CurrentTaxYearAmt |
| Total | $458,230 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $4,425,572 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $76,613 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $87,016 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,398 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53,707 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,118 | CurrentTaxYearAmt |
| Total | $303,852 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $750 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $850 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,025 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,175 | CurrentTaxYearAmt |
| Total | $5,100 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $76,913 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $87,766 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,248 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,732 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,293 | CurrentTaxYearAmt |
| Total | $308,952 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,221 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $7,171 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,935 | CurrentTaxYearAmt |
| Total | $22,347 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $978,033 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,257,602 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,434,610 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $912,365 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $632,491 | CurrentTaxYearAmt |
| Total | $5,215,101 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.84860 | PublicSupportCY509Pct |
| Public Support PY509 | 0.84670 | PublicSupportPY509Pct |
| Investment Income CY | 0.05920 | InvestmentIncomeCYPct |
| Investment Income PY | 0.08350 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2016 AMOUNT: $ 10,221. 2018 AMOUNT: $ 5,556. 2019 AMOUNT: $ 20. 2020 AMOUNT: $ 4,935. FOUNDATION MERCHANDISE - 2018 AMOUNT: $ 1,615. | 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 | $126,292 | BeginningYearBalanceAmt |
| Contributions | $50,574 | ContributionsAmt |
| Investment Earnings Or Losses | $25,995 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $202,861 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $135,529 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,557 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,680 | OtherExpendituresAmt |
| End Year Balance | $126,292 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $130,274 | BeginningYearBalanceAmt |
| Contributions | $6,200 | ContributionsAmt |
| Investment Earnings Or Losses | $5,055 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,000 | OtherExpendituresAmt |
| End Year Balance | $135,529 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $118,160 | BeginningYearBalanceAmt |
| Contributions | $7,500 | ContributionsAmt |
| Investment Earnings Or Losses | $4,614 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $130,274 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $112,479 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,681 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,000 | OtherExpendituresAmt |
| End Year Balance | $118,160 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.39000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.61000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,173,071 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $572,008 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $572,008 | RevenueNotReportedAmt |
| Revenue Subtotal | $601,063 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $17,335 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $17,335 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $618,398 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $569,082 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $569,082 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $17,335 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $17,335 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $586,417 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | INCOME FROM THE MENTORSHIP FUND IS INTENDED TO PROVIDE A NAMED AWARD AT THE SOCIETY'S ANNUAL MEETING. THE INCOME FROM THE PAST PRESIDENT'S INITIATIVE IS INTENDED TO BE USED IN A MANNER DETERMINED BY A COMMITTEE OF PAST PRESIDENTS OF THE SOCIETY. |
| PART X, LINE 2: | THE SOCIETY IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. HOWEVER, INCOME FROM CERTAIN ACTIVITIES, PRIMARILY JOB POSTING INCOME, IS NOT DIRECTLY RELATED TO THE SOCIETY'S TAX-EXEMPT PURPOSE AND IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. AS OF JUNE 30, 2021, THE SOCIETY HAD TAX DUE OF $37 RELATED TO UNRECOGNIZED INCOME TAX BENEFITS. THE SOCIETY DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES TO UNRECOGNIZED INCOME TAX BENEFITS OVER THE NEXT YEAR. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| EUROPE | PROGRAM SERVICES | RESEARCH GRANTS | $5,000 |
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | RESEARCH GRANTS | $5,000 |
| NORTH AMERICA | PROGRAM SERVICES | RESEARCH GRANTS | $20,000 |
| 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 | $30,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $30,000 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | RegionTxt |
| Purpose Of Grant | SRI-BAYER | PurposeOfGrantTxt |
| Cash Grant | $20,000 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursementTxt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| INTERNATIONAL GRANT | EAST ASIA & THE PACIFIC | 1 | $5,000 | WIRE | FMV |
| INTERNATIONAL GRANT | EUROPE | 1 | $5,000 | WIRE | FMV |
| 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 | 0 | 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 SOCIETY AWARDS GRANTS TO RECOGNIZE SCIENTIFIC ACHIEVEMENT IN THE FIELD OF OB/GYN BASED GENERALLY ON A FORMAL APPLICATION PROCESS. FOR EXAMPLE, MEDICAL STUDENTS ARE AWARDED A $1,000 STIPEND BASED ON AN APPLICATION PROCESS AND REVIEWED BY AN AWARDS COMMITTEE. IN ADDITION, THE SOCIETY'S PRESIDENT HAS DISCRETION TO PROVIDE AWARDS FOR DISTINGUISHED SERVICE. THIS PROCESS WAS UNIQUE THIS YEAR BECAUSE THE ANNUAL MEETING WAS CANCELLED SO MEETING RELATED GRANTS AND OTHER ASSISTANCE WERE NOT GIVEN OUT. ONLY GENERAL GRANTS AND OTHER ASSISTANCE WERE GIVEN OUT. |
| PART III ACCOUNTING METHOD: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| MICHIGAN STATE UNIVERSITY | ||||||||
| 2200 TOWNBRIDGE RD EAST | LANSING | MI | 48824 | 386005984 | 501(C)(3) | $20,000 | FMV | SRI-BAYER DISCOVERY/INNOVATION GRANT |
| YALE UNIVERSITY | ||||||||
| PO BOX 1873 | NEW HAVEN | CT | 06508 | 060646973 | 501(C)(3) | $40,000 | FMV | SRI-BAYER DISCOVERY/INNOVATION GRANT |
| TEXAS WOMAN'S UNIVERSITY | ||||||||
| PO BOX 425619 | DENTON | TX | 76204 | 756002618 | 501(C)(3) | $20,000 | FMV | SRI-BAYER DISCOVERY/INNOVATION GRANT |
| UNIVERSITY OF IOWA | ||||||||
| 118 S CLINTON STREET | IOWA CITY | IA | 52242 | 426004813 | 501(C)(3) | $20,000 | FMV | SRI-BAYER DISCOVERY/INNOVATION GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | INTERNATIONAL GRANT | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $5,000 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SOCIETY AWARDS GRANTS TO RECOGNIZE SCIENTIFIC ACHIEVEMENT IN THE FIELD OF OB/GYN BASED GENERALLY ON A FORMAL APPLICATION PROCESS. FOR EXAMPLE, MEDICAL STUDENTS ARE AWARDED A $1,000 STIPEND BASED ON AN APPLICATION PROCESS AND REVIEWED BY AN AWARDS COMMITTEE. IN ADDITION, THE SOCIETY'S PRESIDENT HAS DISCRETION TO PROVIDE AWARDS FOR DISTINGUISHED SERVICE. THIS PROCESS WAS UNIQUE THIS YEAR BECAUSE THE ANNUAL MEETING WAS CANCELLED SO MEETING RELATED GRANTS AND OTHER ASSISTANCE WERE NOT GIVEN OUT. ONLY GENERAL GRANTS AND OTHER ASSISTANCE WERE GIVEN OUT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | LINE 3 EXPLANATION - SRI CONTRACTS WITH EXECUTIVE DIRECTOR INC (A FOR-PROFIT MANAGEMENT COMPANY) TO PROVIDE OFFICE FACILITIES, MANAGEMENT, RECORD KEEPING, ACCOUNTING, STORAGE, OTHER SIGNIFICANT SERVICES, PLUS RELATED OVERHEAD. |
| FORM 990, PART VI, SECTION A, LINE 4 | LINE 4 EXPLANATION - BELOW ARE A SUMMARY OF ALL BYLAW CHANGES INDICATED BELOW: 1. ARTICLE I, SECTION 3 THE VICE PRESIDENT FOR DIVERSITY AND STRUCTURAL CHANGE HAS BEEN ADDED AS AN ELECTED OFFICER, BRINGING THE NUMBER OF ELECTED OFFICERS TO 12. 2. ARTICLE II, SECTION 8: RESIGNATIONS AND DISCHARGE OF MEMBERSHIP THE FOLLOWING PORTION OF LINES 97-98 WAS ADDED: UNLESS AN INACTIVE STATUS HAS BEEN REQUESTED. 3. ARTICLE III, SECTION 1, ANNUAL MEETINGS A. ADDED THAT THE ANNUAL BUSINESS MEETING MAY BE VIRTUAL. B. UPDATED TO SAY ADDRESSES APPEAR IN THE MEMBERSHIP DATABASE. 4. ARTICLE III, SECTION 2, VOTING AT ANNUAL MEETINGS ADDED THAT MEMBERS MAY VOTE ELECTRONICALLY DURING THE ANNUAL BUSINESS MEETING.. 5. ARTICLE IV, OFFICERS, SECTION 1, ELECTED OFFICERS ADDED THE VICE PRESIDENT FOR DIVERSITY AND STRUCTURAL CHANGE. 6. ARTICLE IV, OFFICERS, SECTION 2, ELECTION PROCEDURES FOR OFFICERS A. ADDED THE VICE PRESIDENT FOR DIVERSITY AND STRUCTURAL CHANGE AS A POSITION THE MEMBERSHIP WILL VOTE ON. B. ADDED THAT MEMBERS OF THE DIVERSITY, EQUITY AND INCLUSION COMMITTEE SHALL ALSO REVIEW NOMINATIONS FOR THE POSITION OF VICE PRESIDENT FOR DIVERSITY AND STRUCTURAL CHANGE. C. UPDATED TO SAY THAT THE SLATE WILL BE REVIEWED AND APPROVED BY THE COUNCIL, NOT THE COMMITTEE ON COMMITTEES WHICH NO LONGER EXISTS. D. UPDATED TO SAY THAT THE BALLOT FOR PRESIDENT NOMINEE SHALL SHOW UP TO THREE NAMES TO ADD FLEXIBILITY. E. INCLUDED THAT THE VICE PRESIDENT WILL BE ELECTED AT 3 YEAR INTERVALS. 7. ARTICLE V, SECTION 4, VICE PRESIDENT FOR DIVERSITY AND STRUCTURAL CHANGE A DESCRIPTION OF THIS POSITION HAS BEEN ADDED ALONG WITH THE OTHER ELECTED OFFICER DESCRIPTIONS. 8. ARTICLE VI, SECTION 2, MEMBERSHIP AND VOTING PRIVILEGES. ADDED VICE PRESIDENT TO THE MAKE UP OF THE COUNCIL. 9. ARTICLE VI, SECTION 3, THE EXECUTIVE COMMITTEE. ADDED VICE PRESIDENT TO THE MAKE UP OF THE EXECUTIVE COMMITTEE. 10. ARTICLE VII, SECTION 1, REGULAR MEETINGS. A. REMOVED "IMMEDIATELY" TO ADD FLEXIBILITY WHEN THE COUNCIL MEETS IN RELATION TO THE ANNUAL BUSINESS MEETING. B. UPDATED TO SAY THAT THE HEADQUARTER OFFICE WILL PROVIDE NOTICE OF THE COUNCIL MEETINGS. |
| FORM 990, PART VI, SECTION A, LINE 6 | LINE 6 EXPLANATION - THE ORGANIZATION HAS MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | LINE 7A EXPLANATION - YES, THE ORGANIZATION HAS MEMBERS, WHO ELECT THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7B | LINE 7B EXPLANATION - ANY BY-LAW CHANGES MUST BE VOTED ON AND APPROVED BY THE MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | LINE 11B EXPLANATION - THE FINANCE COMMITTEE IS PROVIDED WITH A COPY OF THE DRAFT 990 PRIOR TO FILING FOR REVIEW. THE TREASURER THEN SIGNS THE FINAL 990 PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY COUNCILOR OR REPRESENTATIVE WITH AUTHORITY TO ACT ON BEHALF OF THE SOCIETY AND INFLUENCE DECISION MAKING SHALL BE RESPONSIBLE FOR REVIEWING AND ACKNOWLEDGING THE SRI CODE OF ETHICS. AN ACKNOWLEDGEMENT LETTER MUST BE SIGNED AND RETURNED TO THE SRI CORPORATE OFFICE. |
| FORM 990, PART VI, SECTION B, LINE 15 | SRI IS MANAGED BY EXECUTIVE DIRECTOR INCORPORATED, A FOR-PROFIT MANAGEMENT COMPANY. SRI HAS NO OFFICIAL EMPLOYEES, BECAUSE ALL STAFF ASSIGNED TO SRI ARE EMPLOYEES OF THE MANAGEMENT COMPANY. SRI ALSO DOES NOT COMPENSATE DIRECTORS OR OTHER TOP OFFICIALS. SRI ALSO DOESN'T HAVE ANYBODY WHO FITS THE DEFINITION OF A KEY EMPLOYEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | SRI'S 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST. SRI'S POLICIES ARE EITHER POSTED ON THE WEBSITE AND THOSE THAT ARE NOT POSTED ARE AVAILABLE UPON REQUEST. |