NATIONAL FOUNDATION FOR INFECTIOUS DISEASES: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL FOUNDATION FOR INFECTIOUS DISEASES (EIN 23-7198530)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-15
- IRS object ID
- 201921359349304712
- Schema version
- 2017v2.2
- 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 | 2019-05-15T11:58:13-04:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC BOLIN CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6110 EXECUTIVE BLVD STE 232 | AddressLine1Txt |
| City | Rockville | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237198530 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATL FOUNDATION FOR INFECTIOUS DIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATL | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7201 Wisconsin Ave | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marla Dalton CAE | PersonNm |
| Person Title | Executive Direc | PersonTitleTxt |
| Phone | 3016560003 | PhoneNum |
| Signature | 2018-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Eric Bolin | PreparerPersonNm |
| PTIN | P00640152 | PTIN |
| Phone | 3018169446 | PhoneNum |
| Preparation | 2019-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.231.4.33 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-15 | IPDt |
| IP Tm | 12:00:35 | IPTm |
| Federal Original Submission Id | 5293782019135x0qkue4 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 96144ACEEB44F211701A0A8D416CF9E3215D8A8B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 96144ACEEB44F211701A0A8D416CF9E3215D8A8B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Walter A Orenstein | PrincipalOfficerNm |
| Gross Receipts | $2,002,853 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.nfid.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | EDUCATE THE PUBLIC AND HEALTHCARE PROFESSIONALS ABOUT THE CAUSES, PREVENTION AND TREATMENT, OF INFECTIOUS DISEASES ACROSS THE LIFESPAN | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,812,269 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,354,745 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $328,081 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $317,711 | CYProgramServiceRevenueAmt |
| PY Investment Income | $548,253 | PYInvestmentIncomeAmt |
| CY Investment Income | $268,558 | CYInvestmentIncomeAmt |
| PY Other Revenue | $79,960 | PYOtherRevenueAmt |
| CY Other Revenue | -$33,422 | CYOtherRevenueAmt |
| PY Total Revenue | $2,768,563 | PYTotalRevenueAmt |
| CY Total Revenue | $1,907,592 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $229,487 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $291,438 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $2,474 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $100,092 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,328,743 | PYOtherExpensesAmt |
| CY Other Expenses | $2,418,926 | CYOtherExpensesAmt |
| PY Total Expenses | $2,560,704 | PYTotalExpensesAmt |
| CY Total Expenses | $2,710,364 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $207,859 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$802,772 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,393,099 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,616,789 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $109,599 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $396,833 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,283,500 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,219,956 | NetAssetsOrFundBalancesEOYAmt |
| Mission | EDUCATE THE PUBLIC AND HEALTHCARE PROFESSIONALS ABOUT THE CAUSES, PREVENTION AND TREATMENT, OF INFECTIOUS DISEASES ACROSS THE LIFESPAN | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,404,110 | ExpenseAmt |
| Desc | PROFESSIONAL EDUCATION: PROVIDE EDUCATION TO HEALTHCARE PROFESSIONALS REGARDING CAUSES, PREVENTION, AND TREATMENT, OF INFECTIOUS DISEASES ACROSS THE LIFESPAN | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $812,171 | ExpenseAmt |
| Desc | PUBLIC EDUCATION: PROVIDE INFORMATION TO THE PUBLIC REGARDING CAUSES, PREVENTION,AND TREATMENT OF INFECTIOUS DISEASES ACROSS THE LIFESPAN | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,216,281 | 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 |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 33 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| 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 | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | 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 | Yes (true) | 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 |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marla Dalton | PersonNm |
| Phone | 3016560003 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7201 Wisconsin Ave Ste 750 | AddressLine1Txt |
| City | Bethesda | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Lisa S Ipp | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Joseph A Bocchini Jr | |||||||||
| Pres-Elect | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Ruth M Carrico | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard J Duma | |||||||||
| Director Emeritus | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Georges Peter | |||||||||
| Treasurer | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Jeffrey Engel | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael D Hogue | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Patrick Joseph | |||||||||
| Past-President | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Beth P Bell | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| William Ledger | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Walter A Orenstein | |||||||||
| President | 4.00 | 0.00 | Yes (X) | $12,000 | $0 | $0 | Yes (X) | ||
| Cristina Cassetti | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Kevin Rooney | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Patricia Stinchfield RN MS CPNP | |||||||||
| Secretary | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| H Keipp Talbot | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Kathleen Neuzil | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Patricia N Whitley-Williams | |||||||||
| Vice-President | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Jeffrey A Goad | |||||||||
| Past President | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| William Schaffner | |||||||||
| Medical Director | 8.00 | 0.00 | Yes (X) | $61,500 | $0 | $0 | Yes (X) | ||
| Marla Dalton PE CAE | |||||||||
| Executive Director | 40.00 | 0.00 | $254,712 | $0 | $0 | Yes (X) | |||
| Joanna Colbourne | |||||||||
| Senior Director Ed and Outrea | 40.00 | 0.00 | $109,823 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $438,035 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEALTH UNLIMITED | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 139 FIFTH AVE | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PUBLIC RELATIONS | ServicesDesc |
| Compensation | $312,466 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,354,745 | AllOtherContributionsAmt |
| Total Contributions | $1,354,745 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CME Courses | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $317,711 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $317,711 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $317,711 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $268,558 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $268,558 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $58,150 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $95,261 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$37,111 | TotalRevenueColumnAmt |
| Exclusion | -$37,111 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,689 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,689 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,689 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,907,592 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $589,958 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$37,111 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,500 | TotalAmt |
| Management And General | $66,150 | ManagementAndGeneralAmt |
| Fundraising | $7,350 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,455 | TotalAmt |
| Management And General | $157,909 | ManagementAndGeneralAmt |
| Fundraising | $17,546 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,176 | TotalAmt |
| Management And General | $9,827 | ManagementAndGeneralAmt |
| Fundraising | $4,349 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,151 | TotalAmt |
| Management And General | $8,424 | ManagementAndGeneralAmt |
| Fundraising | $3,727 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,156 | TotalAmt |
| Management And General | $11,200 | ManagementAndGeneralAmt |
| Fundraising | $4,956 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,912 | TotalAmt |
| Management And General | $3,405 | ManagementAndGeneralAmt |
| Fundraising | $1,507 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,629 | TotalAmt |
| Management And General | $10,141 | ManagementAndGeneralAmt |
| Fundraising | $4,488 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,010 | TotalAmt |
| Management And General | $34,669 | ManagementAndGeneralAmt |
| Fundraising | $15,341 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,908 | TotalAmt |
| Management And General | $18,654 | ManagementAndGeneralAmt |
| Fundraising | $8,254 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,430 | TotalAmt |
| Management And General | $6,537 | ManagementAndGeneralAmt |
| Fundraising | $2,893 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,179 | TotalAmt |
| Management And General | $2,204 | ManagementAndGeneralAmt |
| Fundraising | $975 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,072 | TotalAmt |
| Management And General | $6,289 | ManagementAndGeneralAmt |
| Fundraising | $2,783 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,517 | TotalAmt |
| Management And General | $28,088 | ManagementAndGeneralAmt |
| Fundraising | $12,429 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,817 | TotalAmt |
| Management And General | $5,419 | ManagementAndGeneralAmt |
| Fundraising | $2,398 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,979 | TotalAmt |
| Management And General | $7,611 | ManagementAndGeneralAmt |
| Fundraising | $3,368 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,352 | TotalAmt |
| Management And General | $937 | ManagementAndGeneralAmt |
| Fundraising | $415 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,770 | TotalAmt |
| Management And General | $1,920 | ManagementAndGeneralAmt |
| Fundraising | $850 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EDUCAT CONFS PROF SVCS | $1,404,110 | $1,404,110 | ||
| PUBLIC EDUCAT PROGRAMS | $812,171 | $812,171 | ||
| COMMUNICATIONS | $3,015 | $2,090 | $925 | |
| OTHER | $7,258 | $5,032 | $2,226 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,797 | TotalAmt |
| Management And General | $7,485 | ManagementAndGeneralAmt |
| Fundraising | $3,312 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,710,364 | TotalAmt |
| Program Services | $2,216,281 | ProgramServicesAmt |
| Management And General | $393,991 | ManagementAndGeneralAmt |
| Fundraising | $100,092 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,375,654 | BOYAmt |
| EOY | $710,992 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,000 | BOYAmt |
| EOY | $42,128 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $79,845 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $73,988 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,761 | BOYAmt |
| EOY | $5,857 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,978,938 | BOYAmt |
| EOY | $14,849,066 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,746 | BOYAmt |
| EOY | $8,746 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,393,099 | BOYAmt |
| EOY | $15,616,789 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,599 | BOYAmt |
| EOY | $396,833 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,599 | BOYAmt |
| EOY | $396,833 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,167,086 | BOYAmt |
| EOY | -$288,443 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,116,414 | BOYAmt |
| EOY | $15,508,399 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,283,500 | BOYAmt |
| EOY | $15,219,956 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,393,099 | BOYAmt |
| EOY | $15,616,789 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$802,772 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $739,228 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,585,669 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,624,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,892,630 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,140,348 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,672,456 | CurrentTaxYearAmt |
| Total | $9,915,599 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,585,669 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,624,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,892,630 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,140,348 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,672,456 | CurrentTaxYearAmt |
| Total | $9,915,599 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,777,108 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,138,491 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $355,038 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $343,067 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $360,647 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $241,567 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $268,558 | CurrentTaxYearAmt |
| Total | $1,568,877 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $601,355 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $398,815 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $224,362 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,933 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,689 | CurrentTaxYearAmt |
| Total | $1,266,154 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,750,630 | TotalSupportAmt |
| Public Support CY170 | 0.40300 | PublicSupportCY170Pct |
| Public Support PY170 | 0.37470 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $79,845 | OtherCostOrOtherBasisAmt |
| Depreciation | $73,988 | DepreciationAmt |
| Book Value | $5,857 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,857 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MONEY MARKET | $452,364 | F |
| PUBLICLY TRADED EQUITIES | $3,382,702 | F |
| MUTUAL FUNDS | $6,939,742 | F |
| SPECIALTY FUNDS | $3,514,936 | F |
| GOVERNMENT OBLIGATIONS | $360,028 | F |
| CORPORATE FIXED INCOME | $199,294 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $14,849,066 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Security Deposit | Desc |
| Book Value | $8,746 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,746 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $2,742,080 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $739,227 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $95,261 | OtherRevenueAmt |
| Revenue Not Reported | $834,488 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,907,592 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,907,592 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,805,624 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $95,260 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $95,260 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,710,364 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,710,364 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other revenues not included on Form 990 (Part XI, line 2d) | FUND RAISING EVENT REVENUE |
| Other expenses not included on Form 990 (Part XII, line 2d) | DIRECT EXPENSES OF FUNDRAISNG EVENT EXCLUDED |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AWARD DINNER | Event1Nm |
| Gross Receipts Event1 | $58,150 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $58,150 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $95,261 | FoodAndBeverageEvent1Amt |
| Gross Receipts Total | $58,150 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $58,150 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $95,261 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $95,261 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$37,111 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marla Dalton PE CAE | PersonNm |
| Title | Executive Director | TitleTxt |
| Base Compensation Filing Org | $229,712 | BaseCompensationFilingOrgAmt |
| Bonus Filing Organization | $25,000 | BonusFilingOrganizationAmount |
| Total Compensation Filing Org | $254,712 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 governing body review Part VI line 11 | Form 990 made available to Executive Committee for review before filing. Electronic versions are provided. |
| Conflict of interest policy compliance Part VI line 12c | Board is informed of policy and requested to report any conflict or appearance of conflict of interest on an annual basis. |
| CEO executive director top management comp Part VI line 15a | Compensation of executive director based on Boards experience with similar organizations and review of other non-profit compensation amounts. |
| Other officer or key employee compensation Part VI line 15b | Top employees compensation based on comparative salaries and Boards experience with other comparable non-profits |
| Governing documents etc available to public Part VI line 19 | The Organization makes its governing documents and financial statements available upon written request. |
| Explanation of other changes in net assets or fund balances Part XI line 9 | INCREASE (DECREASE) IN FMV OF INVESTMENTS |