GERONTOLOGICAL SOCIETY OF AMERICA: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GERONTOLOGICAL SOCIETY OF AMERICA (EIN 52-1256181)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-31
- IRS object ID
- 202042139349300004
- Schema version
- 2019v5.1
- 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 | 2020-07-31T07:52:47-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521256181 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GERONTOLOGICAL SOCIETY OF AMERICA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERO | BusinessNameControlTxt |
| Phone | 2028421275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1220 L STREET NW NO 901 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200054018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES B EVANS | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2028421275 | PhoneNum |
| Signature | 2020-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD J LOCASTRO CPA | PreparerPersonNm |
| PTIN | P00288314 | PTIN |
| Phone | 3019519090 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.103.231.202 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-31 | IPDt |
| IP Tm | 08:52:46 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 76FA70CE0153400BA58E161A6CDE45BE1458D652 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FFBF03685661442213873D3651B0C0C997B88309 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES C APPLEBY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1220 L STREET NW NO 901 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200054018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,952,167 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GERON.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1945 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III, LINE 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 22 | TotalEmployeeCnt |
| Total Volunteers | 225 | TotalVolunteersCnt |
| Total Gross UBI | $51,684 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$750 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,708,348 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,594,168 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,293,134 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,809,042 | CYProgramServiceRevenueAmt |
| PY Investment Income | $359,210 | PYInvestmentIncomeAmt |
| CY Investment Income | $466,376 | CYInvestmentIncomeAmt |
| PY Other Revenue | $92,256 | PYOtherRevenueAmt |
| CY Other Revenue | $118,640 | CYOtherRevenueAmt |
| PY Total Revenue | $7,452,948 | PYTotalRevenueAmt |
| CY Total Revenue | $7,988,226 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $31,975 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,352,740 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,665,382 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,199,731 | PYOtherExpensesAmt |
| CY Other Expenses | $4,132,330 | CYOtherExpensesAmt |
| PY Total Expenses | $6,584,446 | PYTotalExpensesAmt |
| CY Total Expenses | $6,806,212 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $868,502 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,182,014 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,271,289 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,181,818 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,045,999 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,198,116 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,225,290 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,983,702 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE GERONTOLOGICAL SOCIETY OF AMERICA (GSA), FOUNDED IN 1945, IS THE OLDEST AND LARGEST INTERDISCIPLINARY ORGANIZATION DEVOTED TO RESEARCH, EDUCATION, AND PRACTICE IN THE FIELD OF AGING. GSA'S PRINCIPAL MISSION IS TO ADVANCE THE STUDY OF AGING AND (CONTINUED ON SCHEDULE O)DISSEMINATE INFORMATION AMONG SCIENTISTS, DECISION MAKERS, AND THE GENERAL PUBLIC. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,097,587 | ExpenseAmt |
| Grant | $8,500 | GrantAmt |
| Revenue | $668,871 | RevenueAmt |
| Desc | GRANTS AND STRATEGIC INITIATIVES: GSA FULFILLED THE REQUIREMENTS ON A GRANT FOR THE REFRAMING AGING INITIATIVE; A GRANT TO SUPPORT THE ANNUAL SCIENTIFIC MEETING (ASM) BIOLOGICAL SCIENCES PROGRAMMING; AND A GRANT TO SUPPORT FOR THE JOURNALIST IN AGING FELLOWS PROGRAM. GSA HAS ESTABLISHED ITSELF AS A CONVENER OF MULTI-STAKEHOLDER COLLABORATIONS IN THE FIELD OF AGING; THESE INCLUDE THE NATIONAL ADULT VACCINATION PROGRAM, COMMUNICATING EFFECTIVELY WITH OLDER ADULTS: WHAT REALLY WORKS ONLINE TRAINING MODULE SERIES, AND SUCH INITIATIVES AS OTC MEDICATION BEHAVIORS OF OLDER ADULTS; OTC SLEEP AIDS AND SLEEP HEALTH IN OLDER ADULTS; OTC MEDICATION RECONCILIATION FOR OLDER ADULTS; COGNITIVE IMPAIRMENT DETECTION AND EARLIER DIAGNOSIS; PAIN MANAGEMENT; MALNUTRITION; ORAL HEALTH: AND HUMAN-ANIMAL INTERACTION AND HEALTHY AGING. IN LIGHT OF THE GROWING DEMANDS OF THE OLDER ADULT POPULATION, A GSA CORPORATE ADVISORY PANEL WORKS STRATEGICALLY WITH THE SOCIETY TO ADDRESS THE MULTI-FACETED ISSUES IMPACTING AGING RESEARCH, EDUCATION, PRACTICE ENTERPRISE, AND BUSINESS MODELS. TACKLING THE ISSUES AND CHALLENGES BEING PLACED ON INDUSTRY, GOVERNMENT, THE HEALTHCARE SYSTEM, COMMUNITIES, FAMILIES, AND INDIVIDUALS, THE PANEL IDENTIFIES SOLUTIONS THAT ADDRESS THE EVER-GROWING NEED FOR INNOVATIVE TECHNOLOGY, PRODUCTS, SERVICES, AND SUPPORT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,236,442 | ExpenseAmt |
| Revenue | $1,822,595 | RevenueAmt |
| Desc | MEETINGS: THE SOCIETY HOSTS AN ANNUAL SCIENTIFIC MEETING EACH NOVEMBER. THE 2019 ANNUAL SCIENTIFIC MEETING WAS HELD IN AUSTIN, TEXAS AND BRINGS TOGETHER MORE THAN 4,300 INTERNATIONAL EXPERTS AND PARTNERS FROM ACADEMIA, INDUSTRY, GOVERNMENT, AND BEYOND TO EXCHANGE INFORMATION AND TO DISCUSS THE BROADER ROLE OF AGING SCIENCE. AS THE PREMIER GATHERING OF GERONTOLOGISTS FROM BOTH THE UNITED STATES AND AROUND THE WORLD, ATTENDEES PARTICIPATE IN OVER 450 SCIENTIFIC SESSIONS INCLUDING SYMPOSIA, PAPER, AND POSTER PRESENTATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $708,255 | ExpenseAmt |
| Revenue | $1,358,847 | RevenueAmt |
| Desc | PUBLICATIONS: THE SOCIETY PUBLISHES SEVERAL PEER-REVIEWED JOURNALS: INNOVATION AND AGING, THE GERONTOLOGIST, THE JOURNALS OF GERONTOLOGY SERIES A: BIOLOGICAL AND MEDICAL SCIENCES, AND THE JOURNALS OF GERONTOLOGY, SERIES B: PSYCHOLOGICAL AND SOCIAL SCIENCES. THESE PUBLICATIONS PROVIDE RESEARCHERS IN THE FIELD OF GERONTOLOGY THE OPPORTUNITY TO SHARE THEIR FINDINGS. GSA'S PUBLIC POLICY INSTITUTE PUBLISHES THE PUBLIC POLICY & AGING REPORT. THIS PUBLICATION EXPLORES POLICY ISSUES GENERATED BY THE AGING OF AMERICAN SOCIETY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $304,281 | $938,909 | MEMBER ACTIVITIES: THE SOCIETY PROVIDES ITS 5,500 MEMBERS WITH THE OPPORTUNITY TO PRESENT THEIR RESEARCH FINDINGS, AND LEARN ABOUT THE RESEARCH FINDINGS OF OTHERS, AT ITS ANNUAL SCIENTIFIC MEETING. SESSIONS ON RESEARCH, EDUCATION AND PRACTICE RELATED TO ALL FACETS OF AGING AND THE AGING PROCESSES ARE FEATURED. THE SOCIETY ALSO PROVIDES MEMBERS WITH A MONTHLY PRINT NEWSLETTER, GERONTOLOGY NEWS, REGULAR E-MAIL UPDATES, GSA ANNOUNCEMENTS, BOTH OF WHICH COVER THE LATEST NEWS IN THE PROFESSION AND UPDATES MEMBERS ABOUT THE SOCIETY'S ACTIVITIES. GSA CONNECT FOSTERS INTERDISCIPLINARY COLLABORATION AND LEARNING. THE SOCIETY HAS A ROBUST AWARDS PROGRAM TO RECOGNIZE EXCELLENCE IN THE FIELDS OF GERONTOLOGY AND GERONTOLOGICAL RESEARCH. THE ACADEMY FOR GERONTOLOGY IN HIGHER EDUCATION (AGHE) PROVIDES LEADERSHIP AND SUPPORT OF GERONTOLOGY AND GERIATRICS EDUCATION FACULTY AND STUDENTS AT EDUCATIONAL INSTITUTIONS. |
| $231,948 | PUBLIC POLICY: GSA'S PUBLIC POLICY OUTREACH IS RESPONSIBLE FOR DEVELOPING AND MANAGING THE SOCIETY'S RELATIONSHIPS WITH 1) OTHER ORGANIZATIONS IN THE AGING ARENA, INCLUDING SERVING AS A LIAISON TO ASSIGNED PARTNER ORGANIZATIONS; 2) MAJOR PROGRAMS AND PROJECTS WITH PHILANTHROPIC AND GOVERNMENT FUNDING ORGANIZATIONS; AND 3) POLICY-RELATED ACTIVITIES AND THE NATIONAL ACADEMY ON AN AGING SOCIETY. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $536,229 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $938,909 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,578,513 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 133 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 22 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES B EVANS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028421275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1220 L STREET NW NO 901 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200054018 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| S MICHAL JAZWINSKI | ||||||||
| PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KATHRYN HYER | ||||||||
| PRESIDENT-ELECT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID EKERDT | ||||||||
| PAST PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| YURI JANG | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE KUNKEL | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JANET WILMOTH | ||||||||
| TREASURER-ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARLA BERG-WEGER | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KELVIN DAVIES | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRI HARVATH | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDITH HOWE | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NINA SILVERSTEIN | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MERRIL SILVERSTEIN | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EILEEN CRIMMINS | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT HAROOTYAN | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMIE JUSTICE | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATT KAEBERLEIN | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELSA STROTMEYER | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES APPLEBY | ||||||||
| CHIEF EXECUTIVE OFFICER | 35.00 | Yes (X) | $376,794 | $0 | $30,591 | |||
| JAMES EVANS | ||||||||
| CHIEF FINANCIAL OFFICER | 35.00 | Yes (X) | $138,267 | $0 | $25,477 | |||
| KAREN TRACY | ||||||||
| VP, STRATEGIC ALL. & INT. COMM. | 35.00 | $174,788 | $0 | $8,075 | Yes (X) | |||
| PATRICIA D'ANTONIO | ||||||||
| VP, PROFESSIONAL AFFAIRS | 35.00 | $130,287 | $0 | $24,433 | Yes (X) | |||
| JUDIE LIEU | ||||||||
| VP, PUBLISHING & PROF. RES. | 35.00 | $122,758 | $0 | $13,435 | Yes (X) | |||
| ELIZABETH SOBCZYK | ||||||||
| DIRECTOR, PUBLISHING & PROF. RES. | 35.00 | $124,523 | $0 | $7,150 | Yes (X) | |||
| RACHEL PUFFER | ||||||||
| VP, MEMBERSHIP & MEETINGS | 35.00 | $131,618 | $0 | $12,238 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,199,035 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $121,399 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FREEMAN | |||||
| PO BOX 650519 | DALLAS | TX | 75265 | AUDIO VISUAL SUPPORT | $379,086 |
| EUCLID TECHNOLOGY | |||||
| 4500 EAST WEST HIGHWAY STE 550 | BETHESDA | MD | 20814 | SOFTWARE/DATABASE SUPPORT | $120,670 |
| JW MARRIOTT | |||||
| 110 E 2ND STREET | AUSTIN | TX | 78701 | ANNUAL MEETING VENUE | $111,531 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $98,065 | GovernmentGrantsAmt |
| All Other Contributions | $2,496,103 | AllOtherContributionsAmt |
| Total Contributions | $2,594,168 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| ANNUAL MEETING | 900099 | $1,822,595 | $1,822,595 | ||
| PUBLICATIONS | 900099 | $1,307,163 | $1,307,163 | ||
| MEMBERSHIP DUES | 900099 | $934,884 | $934,884 | ||
| PROJECT MANAGEMENT INCOME | 900099 | $668,871 | $668,871 | ||
| ADVERTISING | 541800 | $71,504 | $51,684 | $19,820 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,025 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,025 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,809,042 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $175,649 | TotalRevenueColumnAmt |
| Exclusion | $175,649 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,962 | TotalRevenueColumnAmt |
| Exclusion | $28,962 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $66,140 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,736 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $62,404 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,404 | TotalRevenueColumnAmt |
| Exclusion | $62,404 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,250,932 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,960,205 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $290,727 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $290,727 | TotalRevenueColumnAmt |
| Exclusion | $290,727 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| REIMBURSEMENTS | 900099 | $11,110 | $11,110 |
| TRAINING REVENUE | 900099 | $8,000 | $8,000 |
| HONORARIA | 900099 | $7,854 | $7,854 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $310 | TotalRevenueColumnAmt |
| Exclusion | $310 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $27,274 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,988,226 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,737,538 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $51,684 | UnrelatedBusinessRevenueAmt |
| Exclusion | $604,836 | 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 | $8,500 | TotalAmt |
| Program Services | $8,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $753,992 | TotalAmt |
| Program Services | $284,709 | ProgramServicesAmt |
| Management And General | $469,283 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,559,339 | TotalAmt |
| Program Services | $1,094,825 | ProgramServicesAmt |
| Management And General | $464,514 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,097 | TotalAmt |
| Program Services | $45,408 | ProgramServicesAmt |
| Management And General | $19,689 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,310 | TotalAmt |
| Program Services | $92,225 | ProgramServicesAmt |
| Management And General | $34,085 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,644 | TotalAmt |
| Program Services | $96,402 | ProgramServicesAmt |
| Management And General | $64,242 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,601 | TotalAmt |
| Management And General | $17,601 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,250 | TotalAmt |
| Management And General | $34,250 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,872 | TotalAmt |
| Management And General | $24,872 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $804,051 | TotalAmt |
| Program Services | $723,593 | ProgramServicesAmt |
| Management And General | $80,458 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,487 | TotalAmt |
| Program Services | $14,009 | ProgramServicesAmt |
| Management And General | $1,478 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,571 | TotalAmt |
| Program Services | $104,216 | ProgramServicesAmt |
| Management And General | $72,355 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,978 | TotalAmt |
| Program Services | $65,900 | ProgramServicesAmt |
| Management And General | $323,078 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $369,898 | TotalAmt |
| Program Services | $4,500 | ProgramServicesAmt |
| Management And General | $365,398 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,342 | TotalAmt |
| Program Services | $184,982 | ProgramServicesAmt |
| Management And General | $19,360 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $709,506 | TotalAmt |
| Program Services | $691,590 | ProgramServicesAmt |
| Management And General | $17,916 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,510 | TotalAmt |
| Management And General | $78,510 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,582 | TotalAmt |
| Program Services | $4,826 | ProgramServicesAmt |
| Management And General | $62,756 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROJECT MANAGEMENT | $669,671 | $669,671 | |
| PUB'L PRODUCTION | $178,695 | $159,557 | $19,138 |
| STIPEND AND HONORARIA | $140,945 | $140,945 | |
| TRAVEL STIPENDS/REIMB. | $80,389 | $80,169 | $220 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,982 | TotalAmt |
| Program Services | $112,486 | ProgramServicesAmt |
| Management And General | $58,496 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,806,212 | TotalAmt |
| Program Services | $4,578,513 | ProgramServicesAmt |
| Management And General | $2,227,699 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,330 | BOYAmt |
| EOY | $264,208 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,980,055 | BOYAmt |
| EOY | $4,095,650 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,215 | BOYAmt |
| EOY | $647,320 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,018 | BOYAmt |
| EOY | $160,396 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,768 | BOYAmt |
| EOY | $107,168 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $625,499 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $382,033 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $321,976 | BOYAmt |
| EOY | $243,466 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,634,141 | BOYAmt |
| EOY | $5,636,824 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,786 | BOYAmt |
| EOY | $26,786 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,271,289 | BOYAmt |
| EOY | $11,181,818 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $903,626 | BOYAmt |
| EOY | $781,168 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $930,867 | BOYAmt |
| EOY | $1,208,354 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,506 | BOYAmt |
| EOY | $208,594 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,045,999 | BOYAmt |
| EOY | $2,198,116 | 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 | $6,685,793 | BOYAmt |
| EOY | $7,782,083 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $539,497 | BOYAmt |
| EOY | $1,201,619 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,225,290 | BOYAmt |
| EOY | $8,983,702 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,271,289 | BOYAmt |
| EOY | $11,181,818 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,182,014 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $576,398 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,173,511 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,838,768 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,151,719 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,708,348 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,594,168 | CurrentTaxYearAmt |
| Total | $14,466,514 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,173,511 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,838,768 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,151,719 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,708,348 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,594,168 | CurrentTaxYearAmt |
| Total | $14,466,514 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,647,223 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,819,291 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $162,848 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $150,635 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $179,007 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $269,636 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $270,751 | CurrentTaxYearAmt |
| Total | $1,032,877 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,770 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $230,966 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,820 | CurrentTaxYearAmt |
| Total | $277,556 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$55,296 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,299 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,288 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,681 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,274 | CurrentTaxYearAmt |
| Total | $37,246 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,814,193 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $26,248,238 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.55770 | PublicSupportCY170Pct |
| Public Support PY170 | 0.55700 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $109,735 | BeginningYearBalanceAmt |
| Contributions | $575 | ContributionsAmt |
| Investment Earnings Or Losses | $19,459 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $129,769 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $115,551 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$5,816 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $109,735 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $105,620 | BeginningYearBalanceAmt |
| Contributions | $1,200 | ContributionsAmt |
| Investment Earnings Or Losses | $8,731 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $115,551 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $102,633 | BeginningYearBalanceAmt |
| Contributions | $1,250 | ContributionsAmt |
| Investment Earnings Or Losses | $1,737 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $105,620 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $101,857 | BeginningYearBalanceAmt |
| Contributions | $776 | ContributionsAmt |
| End Year Balance | $102,633 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.80960 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19040 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $212,529 | OtherCostOrOtherBasisAmt |
| Depreciation | $73,485 | DepreciationAmt |
| Book Value | $139,044 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $167,472 | OtherCostOrOtherBasisAmt |
| Depreciation | $63,050 | DepreciationAmt |
| Book Value | $104,422 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $245,498 | OtherCostOrOtherBasisAmt |
| Depreciation | $245,498 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $243,466 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $208,594 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $208,594 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,543,488 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $576,398 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,736 | OtherRevenueAmt |
| Revenue Not Reported | $580,134 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,963,354 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $24,872 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $24,872 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,988,226 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,785,076 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $3,736 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,736 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,781,340 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $24,872 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $24,872 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,806,212 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE PURPOSE OF THE ENDOWMENT FUND WILL BE TO PRODUCE INCOME TO FUND PROGRAMS AND SPECIAL PROJECTS THAT SUPPORT AGHE'S MISSION. THE INCOME MAY BE USED TO SUBSIDIZE ANY ASPECT OF THE PROJECT OR PROGRAM IN ORDER TO ENSURE ITS SUCCESSFUL OPERATION OR COMPLETION. THIS INCLUDES, BUT IS NOT LIMITED TO, THE PURCHASE OF EQUIPMENT, MATERIALS, AND SUPPLIES FOR THE PROGRAM OR PROJECT; THE PAYING OF STAFF SALARY FOR WORK ON OR BEHALF OF THE PROGRAM OR PROJECT; AND THE PRINTING AND/OR DISSEMINATION OF INFORMATION ABOUT OF RESULTS OF THE PROJECT. |
| PART X, LINE 2: | FOR THE YEAR ENDED DECEMBER 31, 2019, GSA 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 FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES SHOWN AS EXPENSE ON THE FINANCIAL 3,736. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 6D. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES SHOWN AS EXPENSE ON THE FINANCIAL 3,736. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 6D. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAUFMAN-WILLS FUSTING & COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 STREEPER STREET S | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 522285317 | RecipientEIN |
| Cash Grant | $8,500 | CashGrantAmt |
| Purpose Of Grant | NEW JOURNAL INVESTIGATION SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GSA HELD MULTIPLE CALLS DURING THE AWARD YEAR WITH THE PROJECT LEADER AT WHICH TIME UPDATES WERE PROVIDED REGARDING THE PROJECT. IN ADDITION, THE PROJECT LEADER PREPARED AND PRESENTED A FINAL REPORT (VIA WEBINAR) DISCUSSING THE SUCCESSES, CHALLENGES AND NEXT STEPS TOWARD SUSTAINABILITY AND EXPANSION. GSA ALSO REQUIRED THE PROJECT TO SUBMIT A FINAL FINANCIAL REPORT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 | Yes (1) | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES APPLEBY | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $373,294 | $0 | $3,500 | $0 | $0 | $0 | $14,000 | $0 | $16,591 | $0 | $407,385 | $0 | $0 | $0 |
| JAMES EVANS | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $138,267 | $0 | $0 | $0 | $0 | $0 | $7,123 | $0 | $18,354 | $0 | $163,744 | $0 | $0 | $0 |
| KAREN TRACY | ||||||||||||||
| VP, STRATEGIC ALL. & INT. COMM. | $139,137 | $0 | $35,651 | $0 | $0 | $0 | $7,084 | $0 | $991 | $0 | $182,863 | $0 | $0 | $0 |
| PATRICIA D'ANTONIO | ||||||||||||||
| VP, PROFESSIONAL AFFAIRS | $130,287 | $0 | $0 | $0 | $0 | $0 | $6,930 | $0 | $17,503 | $0 | $154,720 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 5 | KAREN TRACY RECEIVES A COMMISSION ON THE STRATEGIC ALLIANCE REVENUE SHE OBTAINS. PER THE EMPLOYMENT CONTRACT, COMMISSION PAYMENTS ARE DETERMINED UPON MEETING CERTAIN BENCHMARKES. |
| PART I, LINE 7 | JAMES C. APPLEBY RECEIVED A BONUS $3,500. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | GSA HAS 6 TYPES OF MEMBERS ALL WITH THE SAME VOTING RIGHTS. |
| FORM 990, PART VI, SECTION A, LINE 7A | GSA'S ENTIRE MEMBERSHIP ELECTS GSA'S PRESIDENT, SECRETARY AND TREASURER. IN ADDITION, EACH SECTION OF GSA AND ESPO (EMERGING STUDENTS AND PROFESSIONAL ORGANIZATION) ELECTS ITS LEADERSHIP. |
| FORM 990, PART VI, SECTION A, LINE 7B | BY-LAW CHANGES ARE SUBJECT TO THE VOTE OF THE ENTIRE MEMBERSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 WAS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY THE FINANCE COMMITTEE AND THE EXECUTIVE COMMITTEE. THE FINAL 990 WAS PROVIDED TO THE FULL BOARD BEFORE SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL OFFICERS, DIRECTORS, KEY EMPLOYEES AND STAFF ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY CONFLICTS ON AN ANNUAL BASIS. MEMBERS OF GSA'S EXECUTIVE COUNCIL/COMMITTEE SIGN GSA'S CONFLICT OF INTEREST POLICY PRIOR TO ASSUMING OFFICE. GSA STAFF AND LEADERSHIP ARE REMINDED OF THE CONFLICT OF INTEREST POLICY AND WHEN ENGAGING IN NEW ACTIVITIES, ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON DISCLOSES THE EXISTENCE OF THE FINANCIAL INTEREST AND IS GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE COUNCIL OR EXECUTIVE COMMITTEE CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, SHE/HE LEAVES THE COUNCIL MEETING OR EXECUTIVE COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. ONLY DISINTERESTED COUNCIL MEMBERS OR EXECUTIVE COMMITTEE MEMBERS DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE EXECUTIVE COMMITTEE OR COUNCIL HAS REASONABLE CAUSE TO BELIEVE AN INTERESTED PERSON HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT INFORMS THAT PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORDS THAT PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE INTERESTED PERSON AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE EXECUTIVE COMMITTEE OR COUNCIL DETERMINES THE INTERESTED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT TAKES APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. ANY EMPLOYEES WITH DECISION-MAKING AUTHORITY ON BEHALF OF GSA, WHETHER ON BEHALF OF GSA AS A WHOLE, OR OVER A DISCRETE SEGMENT OR ACTIVITY OF GSA, MUST DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST OR OTHER INTERESTS WHICH MAY COMPROMISE THE EMPLOYEE'S ABILITY TO PROVIDE UNBIASED AND UNDIVIDED LOYALTY TO, AND ACT IN THE BEST INTERESTS OF, GSA. THIS INCLUDES OTHER INTERESTS ARISING FROM A TRANSACTION BETWEEN GSA AND A THIRD PARTY, OR AN EMPLOYEE'S VOLUNTEER, FAMILIAL, OR PAID RELATIONSHIP WITH A THIRD PARTY. ANY POTENTIAL CONFLICTS WILL BE DISCLOSED TO THE CEO, AND IN THE CASE OF THE CEO, TO THE GSA PRESIDENT, WHO IN CONSULTATION WITH THE EXECUTIVE COMMITTEE, DETERMINES WHETHER A CONFLICT EXISTS AND WHAT SUBSEQUENT ACTION IS APPROPRIATE. |
| FORM 990, PART VI, SECTION B, LINE 15A | GSA USES THE ASAE EXECUTIVE DIRECTOR COMPENSATION REPORT FOR COMPARABLE SALARIES OF OTHER ASSOCIATION EXECUTIVE DIRECTORS. THE BOARD REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION AND THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR REVIEWING AND APPROVING THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES. THE EXECUTIVE DIRECTOR'S COMPENSATION PROCESS IS DOCUMENTED IN THE BOARD MINUTES AND THE LAST REVIEW TOOK PLACE IN APRIL 2020. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | EDITORS: PROGRAM SERVICE EXPENSES 284,531. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 284,531. CONTRACT STAFF: PROGRAM SERVICE EXPENSES 22,338. MANAGEMENT AND GENERAL EXPENSES 7,640. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,978. HR SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,903. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,903. CONSULTANT SERVICES: PROGRAM SERVICE EXPENSES 393,684. MANAGEMENT AND GENERAL EXPENSES 64,915. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 458,599. SUB CONTRACT: PROGRAM SERVICE EXPENSES 23,040. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,040. |