INTERNATIONAL SOCIETY FOR HEART & LUNG TRANSPLANTS: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL SOCIETY FOR HEART & LUNG TRANSPLANTS (EIN 36-3142246)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202503169349306535
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T14:44:42-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362663358 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTE BROWN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9014 HERITAGE PARKWAY SUITE 308 | AddressLine1Txt |
| City | WOODRIDGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363142246 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL SOCIETY FOR HEART & LUNG | BusinessNameLine1Txt |
| Business Name Line2 | TRANSPLANTATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 3122241261 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 W JACKSON SUITE 1340 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY SCHULTZ | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3122241261 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEGAN ANGLE | PreparerPersonNm |
| PTIN | P00850733 | PTIN |
| Phone | 7084291040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GREGORY SCHULTZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 W JACKSON SUITE 1340 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,118,392 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | 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 ORGANIZATION DEDICATED TO THE ADVANCEMENT OF THE SCIENCE AND TREATMENT OF END-STAGE HEART AND LUNG DISEASES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 301 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $33,110 | PYContributionsGrantsAmt |
| CY Contributions Grants | $35,766 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,216,341 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,351,424 | CYProgramServiceRevenueAmt |
| PY Investment Income | $598,926 | PYInvestmentIncomeAmt |
| CY Investment Income | $670,147 | CYInvestmentIncomeAmt |
| PY Other Revenue | $75,426 | PYOtherRevenueAmt |
| CY Other Revenue | $61,055 | CYOtherRevenueAmt |
| PY Total Revenue | $6,923,803 | PYTotalRevenueAmt |
| CY Total Revenue | $7,118,392 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $202,141 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,039,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,658,464 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,874,651 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,862,522 | PYOtherExpensesAmt |
| CY Other Expenses | $4,630,042 | CYOtherExpensesAmt |
| PY Total Expenses | $5,723,127 | PYTotalExpensesAmt |
| CY Total Expenses | $7,543,693 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,200,676 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$425,301 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,239,923 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,183,052 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,768,953 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,746,617 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,470,970 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,436,435 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE SOCIETY IS:1. TO ASSOCIATE PERSONS INTERESTED IN THE FIELDS OF HEART AND LUNG TRANSPLANTATION,END-STAGE HEART AND LUNG DISEASE, AND RELATED SCIENCES.2. TO ENCOURAGE AND STIMULATE BASIC AND CLINICAL RESEARCH IN THESE DISCIPLINES ANDTO PROMOTE NEW THERPEUTIC STRATEGIES.3. TO HOLD SCIENTIFIC MEETINGS FEATURING PRESENTATIONS AND DISCUSSIONS RELEVANT TOTHESE DISCIPLINES.4. TO SPONSOR A SCIENTIFIC JOURNAL FOR THE PUBLICATION OF MANUSCRIPTS RELATED TOTHESE DISCIPLINES.5. TO ESTABLISH AND MAINTAIN AN INTERNATIONAL REGISTRY FOR HEART AND LUNG TRANSPLANTATION.6. TO AWARD RESEARCH GRANTS AND ESTABLISH ENDOWMENTS FOR THE STUDY OF THESEDISCIPLINES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,190,877 | ExpenseAmt |
| Revenue | $4,707,919 | RevenueAmt |
| Desc | ANNUAL MEETING: FOR THE PURPOSE OF SHARING KNOWLEDGE AND ADVANCING PATIENT CARE, THE SOCIETY HOSTS AN ANNUAL GATHERING OF PROFESSIONALS ENGAGED IN THE FIELD OF HEART AND LUNG TRANSPLANTATION, END-STAGE HEART AND LUNG DISEASE, AND RELATED SCIENCES. THE MEETING INCLUDES SCIENTIFIC PRESENTATIONS, INVITED LECTURES, AND SYMPOSIA ON TOPICS OF SPECIAL INTEREST. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $549,105 | ExpenseAmt |
| Revenue | $609,191 | RevenueAmt |
| Desc | JOURNAL: THE SOCIETY PUBLISHES A MONTHLY JOURNAL DEDICATED TO ADVANCES IN THE FIELD OF INTRATHORACIC ORGAN TRANSPLANTATION, SUPPORT, AND REPLACEMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $354,730 | ExpenseAmt |
| Desc | REGISTRY: THE SOCIETY MANAGES TWO TRANSPLANT REGISTRIES, THE INTERNATIONAL REGISTERY FOR MECHANICALLY ASSISTED CIRCULATORY SUPPORT (IMACS) AND THE INTERNATIONAL THORACIC ORGAN TRANSPLANT (TTX) REGISTRY. THE REGISTRIES PROMOTE SCIENTIFIC INVESTIGATIONS AND PUBLICATIONS BASED ON ANALYSES OF MULTINATIONAL DATA. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | DescDesc | GrantGrantAmt | RevenueRevenueAmt |
|---|---|---|---|
| $143,618 | ACADEMIES: FOR THE PURPOSE OF DEVELOPING AN ENDURING RESOURCE OF EDUCATION IN CORE COMPETENCIES AND MASTERS' LEVEL EXPERTISE IN THE FIELDS OF CARDIOPULMONARY TRANSPLANTATION, MECHANICAL AND BIOLOGICAL SUPPORT OF THE FAILING HEART, AND ADVANCED LUNG DISEASE (INCLUDING PULMONARY VASCULAR DISEASE), THE SOCIETY HOSTS A VARYING NUMBER OF ACADEMIES ANNUALLY. THESE EDUCATIONAL PROGRAMS INCLUDE EDUCATIONAL PRESENTATIONS AND FACILITATED DISCUSSION DESIGNED TO FOSTER KNOWLEDGE SHARING TO IMPROVE PATIENT OUTCOMES. | ||
| $2,157,811 | THE SOCIETY HAS VARIOUS OTHER PROGRAMS THAT INCLUDE GOVERNANCE, GRANTS AND AWARDS, MEMBERSHIP, AND OTHER PROGRAMS. | $1,039,000 | $1,044,965 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,301,429 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,039,000 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,044,965 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,396,141 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 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 | Yes (1) | 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 | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 501 FINANCIAL MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8479755304 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2515 WAUKEGAN RD 210 | AddressLine1Txt |
| City | BANNOCKBURN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| MARDI GOMBERG-MAITLAND | |||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JIGNESH K PATEL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SIMON URSCHEL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARTA FARRERO TORRES | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTIAN BENDEN | |||||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JASON CHRISTIE | |||||||||
| PAST PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| MARTIN SCHWEIGER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DIYAR SAEED | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER M HOPKINS | |||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| CARON BURCH | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID A BARAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SAIMA ASLAM | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HAIFA LYSTER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAURIE SNYDER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEF STEHLIK | |||||||||
| PRESIDENT-ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| YAEL PELED | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GREGORY SCHULTZ | |||||||||
| CEO | 40.00 | Yes (X) | $406,502 | $0 | $31,677 | 1.00 | |||
| AARON ADAIR | |||||||||
| COO | 40.00 | Yes (X) | $134,475 | $0 | $19,892 | 1.00 | |||
| JACQUELINE SCHWEINZGER | |||||||||
| DIRECTOR OF MEETINGS | 40.00 | $161,915 | $0 | $6,807 | 1.00 | Yes (X) | |||
| SUSAN BESSNER | |||||||||
| DIRECTOR OF EDUCATION | 40.00 | $153,701 | $0 | $6,596 | 1.00 | Yes (X) | |||
| JESSICA BURKE | |||||||||
| DIRECTOR OF MARKETING | 40.00 | $119,879 | $0 | $5,116 | 1.00 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $976,472 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $70,088 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREEMAN | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 734596 | AddressLine1Txt |
| City | DALLAST | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75373 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | GRAPHIC DESIGN & ONSITE LOGISTICS | ServicesDesc |
| Compensation | $208,459 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $35,766 | AllOtherContributionsAmt |
| Total Contributions | $35,766 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ANNUAL MEETING | 541700 | $4,700,315 | $4,700,315 |
| MEMBERSHIP | 541900 | $1,034,314 | $1,034,314 |
| PUBLICATIONS | 513120 | $609,191 | $609,191 |
| WEBINARS | 541900 | $7,604 | $7,604 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,351,424 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $670,147 | TotalRevenueColumnAmt |
| Exclusion | $670,147 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,404 | TotalRevenueColumnAmt |
| Exclusion | $50,404 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $10,651 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,651 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,651 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,118,392 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,362,075 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $720,551 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000,000 | TotalAmt |
| Program Services | $1,000,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,000 | TotalAmt |
| Program Services | $18,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,000 | TotalAmt |
| Program Services | $21,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $856,593 | TotalAmt |
| Program Services | $573,917 | ProgramServicesAmt |
| Management And General | $282,676 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $717,707 | TotalAmt |
| Program Services | $619,688 | ProgramServicesAmt |
| Management And General | $98,019 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,297 | TotalAmt |
| Program Services | $119,908 | ProgramServicesAmt |
| Management And General | $51,389 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,054 | TotalAmt |
| Program Services | $90,338 | ProgramServicesAmt |
| Management And General | $38,716 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,217 | TotalAmt |
| Program Services | $1,217 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,880 | TotalAmt |
| Management And General | $118,880 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,561 | TotalAmt |
| Management And General | $56,561 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,100 | TotalAmt |
| Program Services | $8,320 | ProgramServicesAmt |
| Management And General | $33,780 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,723 | TotalAmt |
| Program Services | $47,384 | ProgramServicesAmt |
| Management And General | $38,339 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,256 | TotalAmt |
| Program Services | $165,232 | ProgramServicesAmt |
| Management And General | $8,024 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $467,287 | TotalAmt |
| Program Services | $341,116 | ProgramServicesAmt |
| Management And General | $126,171 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,899 | TotalAmt |
| Management And General | $135,899 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,463 | TotalAmt |
| Program Services | $314,080 | ProgramServicesAmt |
| Management And General | $1,383 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $879,931 | TotalAmt |
| Program Services | $879,931 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,777 | TotalAmt |
| Management And General | $35,777 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,081 | TotalAmt |
| Program Services | $33,500 | ProgramServicesAmt |
| Management And General | $38,581 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| FOOD AND BEVERAGE | $720,160 | $720,160 |
| AUDIO VISUAL | $471,174 | $471,174 |
| VAT | $452,181 | $452,181 |
| JOURNAL | $425,999 | $425,999 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,353 | TotalAmt |
| Program Services | $92,996 | ProgramServicesAmt |
| Management And General | $83,357 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,543,693 | TotalAmt |
| Program Services | $6,396,141 | ProgramServicesAmt |
| Management And General | $1,147,552 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,623 | BOYAmt |
| EOY | $250,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $647,600 | BOYAmt |
| EOY | $622,330 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,277 | BOYAmt |
| EOY | $467,470 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $792,715 | BOYAmt |
| EOY | $596,642 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $284,993 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $145,713 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $957 | BOYAmt |
| EOY | $139,280 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,881,914 | BOYAmt |
| EOY | $16,843,576 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $454,837 | BOYAmt |
| EOY | $263,754 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,239,923 | BOYAmt |
| EOY | $19,183,052 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,558 | BOYAmt |
| EOY | $30,470 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,891 | BOYAmt |
| EOY | $52,500 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,558,515 | BOYAmt |
| EOY | $2,446,258 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $841,989 | BOYAmt |
| EOY | $217,389 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,768,953 | BOYAmt |
| EOY | $2,746,617 | 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 | $15,928,991 | BOYAmt |
| EOY | $16,436,435 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $541,979 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,470,970 | BOYAmt |
| EOY | $16,436,435 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,239,923 | BOYAmt |
| EOY | $19,183,052 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$425,301 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $991,389 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$600,623 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $972,309 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,590,596 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,830 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,110 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,766 | CurrentTaxYearAmt |
| Total | $4,693,611 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,004,536 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $742,145 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,780,902 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,212,427 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,351,424 | CurrentTaxYearAmt |
| Total | $20,091,434 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,976,845 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,332,741 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,842,732 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,245,537 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,387,190 | CurrentTaxYearAmt |
| Total | $24,785,045 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,000 | CurrentTaxYearMinus3YearsAmt |
| Total | $130,000 | 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 | $55,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,000 | CurrentTaxYearMinus3YearsAmt |
| Total | $130,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $24,655,045 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $272,866 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $294,416 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $483,534 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $652,429 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $720,551 | CurrentTaxYearAmt |
| Total | $2,423,796 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $272,866 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $294,416 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $483,534 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $652,429 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $720,551 | CurrentTaxYearAmt |
| Total | $2,423,796 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $46,966 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,837 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,651 | CurrentTaxYearAmt |
| Total | $83,454 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,249,711 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,627,157 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,373,232 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,923,803 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,118,392 | CurrentTaxYearAmt |
| Total | $27,292,295 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.90340 | PublicSupportCY509Pct |
| Public Support PY509 | 0.90380 | PublicSupportPY509Pct |
| Investment Income CY | 0.08880 | InvestmentIncomeCYPct |
| Investment Income PY | 0.07830 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $461,801 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $60,719 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,075 | OtherExpendituresAmt |
| Administrative Expenses | $520,445 | AdministrativeExpensesAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $399,659 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $64,070 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,928 | OtherExpendituresAmt |
| End Year Balance | $461,801 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $461,527 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$59,962 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,906 | OtherExpendituresAmt |
| End Year Balance | $399,659 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $413,163 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $53,716 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,352 | OtherExpendituresAmt |
| End Year Balance | $461,527 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $385,504 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $31,811 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,152 | OtherExpendituresAmt |
| End Year Balance | $413,163 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,872 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,872 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $282,121 | OtherCostOrOtherBasisAmt |
| Depreciation | $142,841 | DepreciationAmt |
| Book Value | $139,280 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $139,280 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $217,389 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $217,389 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,053,220 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $991,389 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $991,389 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,061,831 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $56,561 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $56,561 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,118,392 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,487,132 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,487,132 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $56,561 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $56,561 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,543,693 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE PURPOSE OF THE ENDOWMENT FUND IS TO PROVIDE INCOME TO FUND THE PUBLICATION OF THE MONOGRAPH SERIES. DURING 2024, THE SOCIETY TRANSFERRED THE ENDOWMENT TO ISHLT FOUNDATION, A RELATED PARTY. |
| PART X, LINE 2: | THE SOCIETY HAS ADOPTED THE PROVISION OF ASC TOPIC 740, INCOME TAXES, RELATING TO THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE SOCIETY FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF ILLINOIS. MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | GRANTS TO RECIPIENTS LOCATED IN REGION | TypeOfActivitiesConductedTxt |
| Specific Services Provided | GRANTS AND AWARDS | SpecificServicesProvidedTxt |
| Region Total Expenditures | $40,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $40,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $40,000 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| TRAVEL AWARD | EAST ASIA AND THE PACIFIC | 12 | $7,000 | WIRE |
| TRAVEL AWARD | EUROPE (INCLUDING ICELAND & GREENLAND) | 16 | $5,500 | WIRE |
| TRAVEL AWARD | NORTH AMERICA | 10 | $5,000 | WIRE |
| TRAVEL AWARD | SOUTH ASIA | 2 | $2,000 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | 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 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 | ISHLT FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 W JACKSON BLVD SUITE 1340 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 921940881 | RecipientEIN |
| IRC Section | 501C3 | IRCSectionDesc |
| Cash Grant | $1,000,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | RESEARCH GRANT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TRAVEL AWARD | GrantTypeTxt |
| Recipient | 43 | RecipientCnt |
| Cash Grant | $18,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | 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 J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GREGORY SCHULTZ | ||||||||||||||
| CEO | $332,256 | $0 | $74,246 | $0 | $0 | $0 | $11,678 | $0 | $19,999 | $0 | $438,179 | $0 | $0 | $0 |
| JACQUELINE SCHWEINZGER | ||||||||||||||
| DIRECTOR OF MEETINGS | $145,915 | $0 | $16,000 | $0 | $0 | $0 | $5,667 | $0 | $1,140 | $0 | $168,722 | $0 | $0 | $0 |
| SUSAN BESSNER | ||||||||||||||
| DIRECTOR OF EDUCATION | $146,201 | $0 | $7,500 | $0 | $0 | $0 | $5,440 | $0 | $1,156 | $0 | $160,297 | $0 | $0 | $0 |
| AARON ADAIR | ||||||||||||||
| COO | $122,475 | $0 | $12,000 | $0 | $0 | $0 | $4,895 | $0 | $14,997 | $0 | $154,367 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | 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. 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 NOT VOTE, HOLD OFFICE, OR SERVE ON COMMITTEES. |
| FORM 990, PART VI, SECTION A, LINE 7A | ACTIVE MEMBERS ELECT THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | ACTIVE MEMBERS MUST APPROVE OF ANY CHANGES TO THE SOCIETY'S BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | 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, SECTION B, LINE 12C | WE COLLECT CONFLICT OF INTEREST (COI) DISCLOSURE INFORMATION FROM COMMITTEE MEMBERS, SCIENTIFIC COUNCIL LEADERS, GUIDELINES DEVELOPERS, BOARD MEMBERS AND OTHERS IN LEADERSHIP POSITIONS. THERE 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, SECTION B, LINE 15 | THE BOARD OF DIRECTORS APPROVES THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES, AS WELL AS THE STAFF COMPENSATION BUDGET IN AGGREGATE. THE BOARD CONSIDERS BENCHMARK DATA FROM NATIONAL AND REGIONAL ASSOCIATION SALARY SURVEYS IN THIS PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. BYLAWS AND ORGANIZATIONAL DOCUMENTS ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | ASSET TRANSFER TO ISHLT FOUNDATION -600,623. |
| FORM 990, PART XII, LINE 2C: | NO CHANGES IN PROCESS FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISHLT FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 W JACKSON BLVD SUITE 1340 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 921940881 | EIN |
| Primary Activities | FUNDS RESEARCH TO IMPROVE PATIENT CARE IN ADVANCED HEART AND LUNG DISEASE | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| ISHLT FOUNDATION | |
| R | $600,623 |
| ISHLT FOUNDATION | |
| B | $1,000,000 |