INTERNATIONAL SOCIETY FOR HEART & LUNG TRANSPLANTS: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL SOCIETY FOR HEART & LUNG TRANSPLANTS (EIN 36-3142246)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-05
- IRS object ID
- 202043109349302859
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-05T14:08:13-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752593210 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sutton Frost Cary LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 Six Flags Dr Suite 600 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76011 | 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 | 363142246 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTEL SOC HEART & LUNG TRANSPLANTATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 9724909495 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14673 MIDWAY ROAD | AddressLine1Txt |
| City | ADDISON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG SCHULTZ | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2020-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amy Michie | PreparerPersonNm |
| PTIN | P00956657 | PTIN |
| Phone | 8176498083 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GREG SCHULTZ | PrincipalOfficerNm |
| Gross Receipts | $6,952,733 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ISHLT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | The International Society for Heart and Lung Transplantation (ISHLT) is a not-for-profit multidisciplinary professional organization dedicated to improving the care of patients with advance heart or lung disease through transplantation, mechanical support and innovative therapies via research, education and advocacy. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,077,704 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,882,227 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,153,885 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,189,074 | CYProgramServiceRevenueAmt |
| PY Investment Income | $420,816 | PYInvestmentIncomeAmt |
| CY Investment Income | $484,099 | CYInvestmentIncomeAmt |
| PY Other Revenue | $52,778 | PYOtherRevenueAmt |
| CY Other Revenue | $51,902 | CYOtherRevenueAmt |
| PY Total Revenue | $5,705,183 | PYTotalRevenueAmt |
| CY Total Revenue | $6,607,302 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $572,617 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $809,500 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,440,093 | PYOtherExpensesAmt |
| CY Other Expenses | $4,674,002 | CYOtherExpensesAmt |
| PY Total Expenses | $6,012,710 | PYTotalExpensesAmt |
| CY Total Expenses | $5,483,502 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$307,527 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,123,800 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,214,835 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,908,480 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,272,011 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,266,663 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,942,824 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,641,817 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The International Society for Heart and Lung Transplantation (ISHLT) is a not-for-profit organization dedicated to the advancement of the science and treatment of end-stage heart and lung diseases. ISHLT was created in 1981 at a small gathering of about 15 cardiologists and cardiac surgeons. Today we have over nearly 3000 members from over 50 countries, representing over 23 different disciplines involved in the management and treatment of end-stage heart and lung disease. This multinational, multidisciplinary mix is one of the biggest strengths of the Society. It brings greater breadth and depth to our educational offerings and provides an exceptional environment for networking and exchanging information on an informal basis. Our members include anesthesiologists, basic scientists, cardiologists, cardiothoracic surgeons, ethicists, immunologists, nurses, pathologists, perfusionists, pharmacists, pulmonologists, tissue engineers, and transplant coordinators. Despite their differing spec | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,736,301 | ExpenseAmt |
| Revenue | $3,272,074 | RevenueAmt |
| Desc | ISHLTs educational activities include an annual scientific meeting incorporating peer reviewed cutting edge research and expert lectures; pre-meeting core competency courses, master classes, and post-graduate seminars; online educational webinars; and collaborative educational activities with a variety of international medical societies. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,177,941 | ExpenseAmt |
| Grant | $822,294 | GrantAmt |
| Desc | ISHLTs research activities include grants and awards for research and career development and maintenance of two data registries. ISHLT awards annual grants to support research training in heart and lung transplantation as well as end-stage heart and lung diseases so as to encourage the development of clinical or basic science research implications. The ISHLT Registry for Mechanically Assisted Circulatory Support (IMACS) is an international registry intended to enroll and follow patients who receive durable mechanically assisted circulatory support devices (MCSD) in all countries and hospitals that wish to participate. The International Thoracic Organ Transplant (TTX) Registry was created to provide on-going, current data regarding patient, donor, and transplant characteristics as well as post-transplant outcomes. Our Registry is the only one of its kind. All institutions and countries performing heart, heart-lung, and/or lung transplantation are invited to submit data to the TTX Registry. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $680,438 | ExpenseAmt |
| Revenue | $917,000 | RevenueAmt |
| Desc | ISHLTs publications include The Journal of Heart and Lung Transplantation (JHLT), the ISHLT Monograph series. And Professional Practice Standards and Guidelines.JHLT, the official publication of the International Society for Heart and Lung Transplantation, brings readers cutting-edge clinical practice, basic and translational science in the fields of cardio-pulmonary transplantation, mechanical and biological support of the failing heart, advanced lung disease, pulmonary vascular disease (pulmonary arterial hypertension and CTEPH), extracorporeal support of donor organs, and cell replacement therapy.The ISHLT Monograph Series is an annual hardcover publication of the Society that provides in-depth coverage of the current state of knowledge of a specific topic relevant to heart and lung transplantation and/or end stage heart and lung disease.As part of its mission, ISHLT engages in the regular development of Professional Practice Guidelines and Consensus Statements, Health Policy Guidance Statements, Standards Statements, and Public Comments regarding professional practice matters and the care of patients with advanced heart and/or lung disease. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,594,680 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | QUANTUM MANAGEMENT COMPANY | PersonNm |
| Phone | 9724909495 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14673 MIDWAY ROAD 200 | AddressLine1Txt |
| City | ADDISON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| RAYMOND BENZA | |||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JASON D CHRISTIE | |||||||
| Secretary | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEFFREY TEUTEBERG | |||||||
| PAST PRESIDENT | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ULRICH JORDE | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STUART SWEET | |||||||
| President | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL SHULLO | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHAN ENSMINGER | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH ROGERS | |||||||
| PRESIDENT-ELECT | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEVIN CHAN | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GORAN DELLGREN | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARTIN GODDARD | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANNEMARIE KAAN | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TERESA DEMARCO | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KATHY GRADY | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER COWGER | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MANREET KANWAR | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| QUANTUM MANAGEMENT COMPANY | |||||
| 14673 MIDWAY ROAD SUITE 200 | ADDISON | TX | 75001 | MANAGEMENT | $898,625 |
| ELSEVIER SCIENCE INC | |||||
| 655 AVENUE OF THE AMERICAS | NEW YORK | NY | 10010 | PUBLISHER | $458,358 |
| SOLIN AUDIO VISUAL SERVICES | |||||
| 132 PROSPECT STREET | LEONIA | NJ | 07605 | AUDIOVISUAL | $350,980 |
| UNOS | |||||
| 700 N 4TH STREET | RICHMOND | VA | 23219 | REGISTRY | $364,939 |
| CONFERENCE DIRECT | |||||
| 9000 SUNSET BLVD | LOS ANGELES | CA | 90069 | MEETING PLANNING | $115,683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $671,623 | MembershipDuesAmt |
| All Other Contributions | $1,210,604 | AllOtherContributionsAmt |
| Total Contributions | $1,882,227 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ANNUAL MEETING | 541900 | $3,272,074 | $3,272,074 |
| JOURNAL | 541900 | $917,000 | $917,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,189,074 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $329,700 | TotalRevenueColumnAmt |
| Exclusion | $329,700 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,902 | TotalRevenueColumnAmt |
| Exclusion | $51,902 | ExclusionAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $499,830 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $345,431 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $154,399 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $154,399 | TotalRevenueColumnAmt |
| Exclusion | $154,399 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,607,302 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,189,074 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $536,001 | 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 | $529,500 | TotalAmt |
| Program Services | $529,500 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,000 | TotalAmt |
| Program Services | $3,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,000 | TotalAmt |
| Program Services | $277,000 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $898,625 | TotalAmt |
| Management And General | $898,625 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,090 | TotalAmt |
| Management And General | $6,090 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,100 | TotalAmt |
| Management And General | $28,100 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,831 | TotalAmt |
| Management And General | $49,831 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,152,144 | TotalAmt |
| Program Services | $776,820 | ProgramServicesAmt |
| Management And General | $375,324 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,062 | TotalAmt |
| Program Services | $206,135 | ProgramServicesAmt |
| Management And General | $187,927 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $799,129 | TotalAmt |
| Program Services | $768,146 | ProgramServicesAmt |
| Management And General | $30,983 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PUBLICATION COST | $463,494 | $463,494 | |
| CATERING/MEALS | $379,649 | $322,252 | $57,397 |
| COMMUNICATIONS/MARKETING | $222,280 | $173,702 | $48,578 |
| OTHER | $158,278 | $74,631 | $83,647 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,320 | TotalAmt |
| Management And General | $122,320 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,483,502 | TotalAmt |
| Program Services | $3,594,680 | ProgramServicesAmt |
| Management And General | $1,888,822 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,130,070 | BOYAmt |
| EOY | $621,946 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $160,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,994 | BOYAmt |
| EOY | $344,431 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,104 | BOYAmt |
| EOY | $185,667 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $452,921 | BOYAmt |
| EOY | $289,078 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $111,467 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $45,546 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,817 | BOYAmt |
| EOY | $65,921 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,256,929 | BOYAmt |
| EOY | $14,241,437 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,214,835 | BOYAmt |
| EOY | $15,908,480 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,931 | BOYAmt |
| EOY | $210,088 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $555,570 | BOYAmt |
| EOY | $763,820 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,396,510 | BOYAmt |
| EOY | $1,292,755 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,272,011 | BOYAmt |
| EOY | $2,266,663 | 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 | $10,530,497 | BOYAmt |
| EOY | $13,176,135 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,327 | BOYAmt |
| EOY | $465,682 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,942,824 | BOYAmt |
| EOY | $13,641,817 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,214,835 | BOYAmt |
| EOY | $15,908,480 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,123,800 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,575,193 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $947,339 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $929,416 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,047,339 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,077,704 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,882,227 | CurrentTaxYearAmt |
| Total | $5,884,025 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,944,435 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,481,791 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,623,544 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,153,885 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,189,074 | CurrentTaxYearAmt |
| Total | $21,392,729 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,891,774 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,411,207 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,670,883 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,231,589 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,071,301 | CurrentTaxYearAmt |
| Total | $27,276,754 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $847,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $756,769 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $782,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $325,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $275,000 | CurrentTaxYearAmt |
| Total | $2,986,269 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $847,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $756,769 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $782,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $325,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $275,000 | CurrentTaxYearAmt |
| Total | $2,986,269 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $24,290,485 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $247,023 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $290,269 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $274,925 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $322,345 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $381,602 | CurrentTaxYearAmt |
| Total | $1,516,164 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $247,023 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $290,269 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $274,925 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $322,345 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $381,602 | CurrentTaxYearAmt |
| Total | $1,516,164 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,138,797 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,701,476 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,945,808 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,553,934 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,452,903 | CurrentTaxYearAmt |
| Total | $28,792,918 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.84360 | PublicSupportCY509Pct |
| Public Support PY509 | 0.81500 | PublicSupportPY509Pct |
| Investment Income CY | 0.05270 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05190 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $332,149 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $74,949 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $21,594 | OtherExpendituresAmt |
| End Year Balance | $385,504 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $367,766 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$23,659 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,958 | OtherExpendituresAmt |
| End Year Balance | $332,149 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $342,825 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $42,294 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,353 | OtherExpendituresAmt |
| End Year Balance | $367,766 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $322,668 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $23,424 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,267 | OtherExpendituresAmt |
| End Year Balance | $342,825 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $339,700 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$13,917 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,115 | OtherExpendituresAmt |
| End Year Balance | $322,668 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.70820 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.29180 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,446 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,446 | DepreciationAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $108,021 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,100 | DepreciationAmt |
| Book Value | $65,921 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $65,921 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,132,664 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,575,193 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,575,193 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,557,471 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $49,831 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $49,831 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,607,302 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,433,671 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $5,433,671 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $49,831 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $49,831 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,483,502 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | THE PURPOSE OF THE ENDOWMENT FUND IS TO PROVIDE INCOME TO FUND THE PUBLICATION OF THE MONOGRAPH SERIES. |
| Part X : FIN48 Footnote | The Society is exempt from federal income tax on related income under Section 501(c)(3) of the Internal Revenue Code (IRC). However, income generated from activities unrelated to the Societys exempt purpose is subject to tax under IRC Section 511. The Society did not conduct any unrelated business activities and had no uncertain tax positions for the year ended December 31, 2019. Accordingly, no provision for income taxes has been provided.GAAP requires the evaluation of tax positions taken in the course of preparing the Societys tax return and recognition of a tax liability (or asset) if the Society has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the Society, and has concluded that as of December 31, 2019, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EAST ASIA AND PACIFIC | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION. | $12,000 |
| EUROPE | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION. | $265,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $277,000 | SubtotalSpentAmt |
| Total Spent | $277,000 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (4 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| ASIA/PACIFIC | RESEARCH | $12,000 | CHECK |
| EUROPE | career dev. | $160,000 | CHECK |
| EUROPE | RESEARCH | $40,000 | CHECK |
| EUROPE | TRANS. | $65,000 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2 - Grantmakers Explanation For Monitoring Use of Funds Outside US | FormAndLineReferenceDesc |
| Explanation | THE GRANT APPLICATION PROCESS REQUIRES THE GRANT RECIPIENT TO BE WORKING AT AN ACADEMIC MEDICAL INSTITUTION. WE REQUIRE THE GRANT RECIPIENT'S RESEARCH SUPERVISOR AND DEPARTMENT CHIEF TO SIGN THE GRANT APPLICATION AND ATTEST THAT THE PROPER EQUIPMENT AND TIME WILL BE MADE AVAILABLE FOR THE RECIPIENT TO DO THE RESEARCH WE ARE FUNDING. WE THEN ISSUE A PORTION OF THE PAYMENT TO THE RECIPIENT'S INSTITUTION. SUBSEQUENT PORTIONS OF THE PAYMENT ARE ISSUED TO THE RECIPIENT'S INSTITUTION UPON RECEIPT BY ISHLT OF REGULAR SCHEDULE PROGRESS REPORTS FROM THE AWARDEE. A FINAL REPORT IN THE FORM OF AN ABSTRACT PRESENTATION OR MANUSCRIPT FOR PUBLICATION IN OUR PROFESSIONAL SCIENTIFIC JOURNAL IS ALSO REQUIRED OF EACH AWARDEE. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| STANFORD UNIVERSITY | ||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | 501(C)(3) | $160,000 | $0 | RESEARCH |
| UNITED NETWORK FOR ORGAN SHAR | ||||||||
| 700 N 4TH STREET | RICHMOND | VA | 23219 | 541327878 | 501(C)(3) | $37,500 | $0 | TRANSPLANT REGISTRY |
| UNIVERSITY OF CALIF-SAN FRAN | ||||||||
| 505 PARNASSUS AVE | SAN FRANCISO | CA | 94143 | 942829914 | 501(C)(3) | $160,000 | $0 | RESEARCH |
| UNIVERSITY OF COLO-DENVER | ||||||||
| 1201 LARIMER ST | DENVER | CO | 80204 | 846000555 | 501(C)(3) | $160,000 | $0 | RESEARCH |
| UNIVERSITY OF PENNSLYVANIA | ||||||||
| 3451 WALNUT ST | PHILADELPHIA | PA | 19104 | 231352685 | 501(C)(3) | $12,000 | $0 | RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | THE GRANT APPLICATION PROCESS REQUIRES THE GRANT RECIPIENT TO BE WORKING AT AN ACADEMIC MEDICAL INSTITUTION. WE REQUIRED THE GRANT RECIPIENT'S RESEARCH SUPERVISOR AND DEPARTMENT CHIEF TO SIGN THE GRANT APPLICATION AND ATTEST THAT THE PROPER EQUIPMENT AND TIME WILL BE MADE AVAILABLE FOR THE RECIPIENT TO DO THE RESEARCH WE ARE FUNDING. WE THEN ISSUE A PORTION OF THE PAYMENT TO THE RECIPIENT'S INSTITUTION. SUBSEQUENT PORTIONS OF THE PAYMENT ARE ISSUED TO THE RECIPIENT'S INSTITUTION UPON RECEIPT BY ISHLT OF REGULAR SCHEDULED PROGRESS REPORTs FROM THE AWARDEE. A FINAL REPORT IN THE FORM OF AN ABSTRACT PRESENTATION OR MANUSCRIPT FOR PUBLICATION IN OUR PROFESSIONAL SCIENTIFIC JOURNAL IS ALSO REQUIRED OF EACH AWARDEE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMANDA ROWE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | EXEC DIRECTOR | RelationshipDescriptionTxt |
| Transaction | $898,625 | TransactionAmt |
| Transaction | ED & OWNS QUANTUM MGMT | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company | QUANTUM MANAGEMENT COMPANY PROVIDES THE FOLLOWING SERVICES TO ISHLT: PROVISION OF OFFICE SPACE, FURNITURE, FIXTURES, EQUIPMENT, AND UTILITIES; STAFF TO PERFORM ALL MANAGEMENT, OPERATIONAL, AND ADMINISTRATIVE SERVICES NECESSARY FOR THE SOCIETY TO EXECUTE ITS MISSION AND GOALS. |
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | ACTIVE MEMBERSHIP - IS OPEN TO ALL INDIVIDUALS ACTIVELY ENGAGED IN TRANSPLANTATION MEDICINE OR RELATED MEDICAL OR COMMERCIAL FIELDS. ACTIVE MEMBERS MAY VOTE, HOLD OFFICE AND SERVE ON COMMITTEES. ASSOCIATE MEMBERSHIP - IS OPEN TO ALL INDIVIDUALS IN TRAINING (RESIDENT, FELLOW, MEDICAL STUDENT, NURSING STUDENT, GRADUATE STUDENT). ASSOCIATE MEMBERS ARE ASSESSED A REDUCED MEMBERSHIP FEE. ASSOCIATE MEMBERSHIP IS LIMITED TO THREE YEARS. ASSOCIATE MEMBERS MAY NOT VOTE OR HOLD OFFICE, BUT MAY SERVE ON COMMITTEES.EMERITUS MEMBERSHIP - IS BESTOWED BY THE BOARD OF DIRECTORS UPON INDIVIDUALS WHO ARE ACTIVE MEMBERS OF THE SOCIETY IN GOOD STANDING, WHO HAVE RETIRED FROM ACTIVE PRACTICE, AND WHO, IN THE ESTIMATION OF THE BOARD OF DIRECTORS, HAVE MADE SIGNIFICANT CONTRIBUTIONS TO THE SOCIETY. MEMBERSHIP FEES ARE WAIVED FOR EMERITUS MEMBERS. EMERITUS MEMBERS MAY VOTE AND SERVE ON COMMITTEES BUT MAY NOT HOLD OFFICE.RETIRED MEMBERSHIP -IS GRANTED TO ALL MEMBERS WHO WRITE TO THE BOARD OF DIRECTORS REQUESTING IT, WHO HAVE BEEN MEMBERS IN GOOD STANDING FOR THE 10 YEARS PRIOR TO THE REQUEST, AND WHO HAVE RETIRED FROM ACTIVE MEDICAL PRACTICE. MEMBERSHIP DUES ARE WAIVED FOR RETIRED MEMBERS. RETIRED MEMBERS MAY VOTE, HOLD OFFICE, OR SERVE ON COMMITTEES. |
| Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body | Active and Emeritus members elect the Board. |
| Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders | ACTIVE AND EMERITUS MEMBERS MUST APPROVE OF ANY CHANGES TO THE SOCIETY'S BYLAWS. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | THE PRESIDENT AND/OR TREASURER REVIEWS THE FORM 990 PRIOR TO SUBMISSION AND THE BOARD REVIEWS AFTER SUBMISSION AT A BOARD MEETING. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | WE COLLECT CONFLICT OF INTEREST (COI) DISCLOSURE INFORMATION FROM COMMITTEE MEMBERS, SCIENTIFIC COUNCIL LEADERS, GUIDELINES DEVELOPERS, BOARD MEMBERS AND OTHERS IN LEADERSHIP POSITIONS. THESE ARE COLLATED AND DISTRIBUTED TO THE OTHER INDIVIDUALS ON THE RELEVANT COMMITTEE, ETC. FOR PURPOSES OF SELF-MONITORING. THEY ARE KEPT ON FILE. THE SOCIETY HAS A COI COMMITTEE THAT REVIEWS ALL COI DISCLOSURES, MONITORS COMPLIANCE AT BOARD AND KEY COMMITTEE MEETINGS WITH THE SOCIETY'S COI POLICY, AND ADJUDICATES ALL VIOLATIONS OF THE COI POLICY. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | THE MANAGEMENT FEE PAID BY ISHLT COVERS SALARIES, BENEFITS, BONUSES, HEAT, LIGHT, RENT, EQUIPMENT, FURNITURE, FIXTURES, AND MANY SUPPLIES. COMPENSATION SURVEYS AND OPERATING RATIO REPORTS PRODUCED BY THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES ARE USED AS BENCHMARKS AGAINST WHICH THE SOCIETY EVALUATES ITS MANAGEMENT FEE EXPENSES. THE BOARD DOES NOT APPROVE THE SALARIES OF THE MANAGEMENT COMPANY EMPLOYEES. THE BOARD APPROVES THE MANAGEMENT FEE PAID TO THE MANAGEMENT COMPANY, WHICH INCLUDES SALARIES OF THE MANAGEMENT COMPANY EMPLOYEES. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | GOVERNING DOCS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. BYLAWS AND ORGANIZATIONAL DOCUMENTS ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. |