HEART FAILURE SOCIETY OF AMERICA INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HEART FAILURE SOCIETY OF AMERICA INC (EIN 06-1416238)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-12
- IRS object ID
- 201833169349304963
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-12T11:54:18-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521185156 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lydon Fetterolf Corydon PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9401 Key West Avenue | AddressLine1Txt |
| City | Rockville | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061416238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Heart Failure Society of America Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAR | BusinessNameControlTxt |
| Phone | 3013128635 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9211 CORPORATE BLVD | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Barnes | PersonNm |
| Person Title | Interim CEO | PersonTitleTxt |
| Signature | 2018-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeff Corydon IV CPA CFP | PreparerPersonNm |
| PTIN | P00297218 | PTIN |
| Phone | 3019484400 | PhoneNum |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | Christopher O'Connor | PrincipalOfficerNm |
| Gross Receipts | $5,446,530 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HFSA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | THE EDUCATION OF HEALTH PROFESSIONALS TO MORE EFFECTIVELY DIAGNOSE/TREAT HEART FAILURE AND TO SLOW AND/OR PREVENT PROGRESSION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 185 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $453,711 | PYContributionsGrantsAmt |
| CY Contributions Grants | $432,928 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,021,075 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,798,533 | CYProgramServiceRevenueAmt |
| PY Investment Income | $89,005 | PYInvestmentIncomeAmt |
| CY Investment Income | $167,409 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$25,438 | PYOtherRevenueAmt |
| CY Other Revenue | -$27,765 | CYOtherRevenueAmt |
| PY Total Revenue | $4,538,353 | PYTotalRevenueAmt |
| CY Total Revenue | $4,371,105 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $490,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $290,174 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $972,235 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,155,075 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $36,827 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,453,656 | PYOtherExpensesAmt |
| CY Other Expenses | $2,825,335 | CYOtherExpensesAmt |
| PY Total Expenses | $3,916,391 | PYTotalExpensesAmt |
| CY Total Expenses | $4,270,584 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $621,962 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $100,521 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,366,631 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,025,863 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $602,981 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $843,396 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,763,650 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,182,467 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE EDUCATION OF HEALTH PROFESSIONALS TO MORE EFFECTIVELY DIAGNOSE/TREAT HEART FAILURE AND TO SLOW AND/OR PREVENT PROGRESSION. | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,331,005 | ExpenseAmt |
| Revenue | $2,863,512 | RevenueAmt |
| Desc | Annual Meeting: meeting of medical professionals working in the field of heart failure to present and discuss new results from clinical trials, basic science advances, and new treatment modalities for heart failure. Approximately 2,500 persons attended. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $488,648 | ExpenseAmt |
| Revenue | $186,725 | RevenueAmt |
| Desc | Education and Programs: 1) Initiatives aimed at educating primary care providers, patients and their families, and individuals at risk about heart failure. 2) Focused meetings held when particular issues related to heart failure come to the forefront (medical reimbursement, regulatory issues for treatment and/or clinical use, etc.) | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $304,418 | ExpenseAmt |
| Revenue | $294,147 | RevenueAmt |
| Desc | Journal/Publications: Production of scientific journal (12 issues/year) and other publications to provide scientific information to members and nonmembers about the latest advances in treatment of heart failure. Approximately 1,500 persons benefitted. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $472,855 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $268,174 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $391,860 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,596,926 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | 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 | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | 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 | 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 | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 138 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | 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 | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | 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 | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOORI JEON | PersonNm |
| Phone | 3013128635 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9211 CORPORATE BLVD 270 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 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 |
|---|---|---|---|---|---|---|---|
| Nancy M Albert | |||||||
| Director | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Susan E Ammon | |||||||
| Director | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Biykem Bozkurt | |||||||
| Treasurer | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Javed Butler | |||||||
| Director | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Sean Collins | |||||||
| Director | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Mark Drazner | |||||||
| Director | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jay N Cohn | |||||||
| Ex-Officio | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Randall Starling | |||||||
| PRES-ELECT | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Joseph A Hill | |||||||
| Director | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jonathan G Howlett | |||||||
| Ad Hoc | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Corrine Y Jurgens | |||||||
| Secretary | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| David E Lanfear | |||||||
| Director | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Cynthia Chauhan | |||||||
| ad hoc | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Paul J Mather | |||||||
| Director | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Mandeep R Mehra | |||||||
| Past President | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Chris O'Connor | |||||||
| President | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MONA FIUZAT | |||||||
| Director | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jonathan D Rich | |||||||
| Director | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Wai Hong Tang | |||||||
| Director | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Paul Hauptman | |||||||
| Director | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| J Herbert Patterson | |||||||
| Director | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| John Teerlink | |||||||
| Director | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Robb Kociol | |||||||
| Director | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Patrice Desvigne-Nickens | |||||||
| Director | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jaime Abreu | |||||||
| Executive VP | 40.00 | 0.00 | $161,041 | $0 | $14,441 | Yes (X) | |
| Michele Blair | |||||||
| CEO | 40.00 | 0.00 | $269,050 | $0 | $14,964 | Yes (X) | |
| Patrick McGary | |||||||
| COO | 40.00 | 0.00 | $142,094 | $0 | $11,862 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $572,185 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $41,267 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Haymarket Media Inc | |||||
| PO Box 536331 | Pittsburgh | PA | 15253 | Satellite Expense | $122,276 |
| Elsevier | |||||
| PO Box 9546 | New York | NY | 10057 | Subscriptions | $117,581 |
| Peer View Inst for Med Edu Inc | |||||
| PO Box 21038 | New York | NY | 10057 | Satellite Expense | $168,400 |
| Freeman Audio Visual Solutions Inc | |||||
| PO Box 650519 | Dallas | TX | 75265 | Audio-Visual | $183,792 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $40,000 | FundraisingAmt |
| All Other Contributions | $392,928 | AllOtherContributionsAmt |
| Total Contributions | $432,928 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| Annual Meeting | 541900 | $2,823,512 | $2,823,512 | |
| Journals | 541900 | $294,147 | $294,147 | |
| Member Dues | 541900 | $452,554 | $452,554 | |
| Review Course | 541900 | $228,320 | $228,320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,798,533 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $138,996 | TotalRevenueColumnAmt |
| Exclusion | $138,996 | 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 | $0 | TotalRevenueColumnAmt |
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 | $1,076,073 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,047,660 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,413 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,413 | TotalRevenueColumnAmt |
| Exclusion | $28,413 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $40,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $27,765 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$27,765 | TotalRevenueColumnAmt |
| Exclusion | -$27,765 | ExclusionAmt |
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 | $4,371,105 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $975,021 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,963,156 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,700 | TotalAmt |
| Program Services | $196,700 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,474 | TotalAmt |
| Program Services | $93,474 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $613,452 | TotalAmt |
| Program Services | $460,090 | ProgramServicesAmt |
| Management And General | $134,958 | ManagementAndGeneralAmt |
| Fundraising | $18,404 | FundraisingAmt |
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 | $442,788 | TotalAmt |
| Program Services | $332,091 | ProgramServicesAmt |
| Management And General | $97,414 | ManagementAndGeneralAmt |
| Fundraising | $13,283 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,784 | TotalAmt |
| Program Services | $8,837 | ProgramServicesAmt |
| Management And General | $2,593 | ManagementAndGeneralAmt |
| Fundraising | $354 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,984 | TotalAmt |
| Program Services | $14,237 | ProgramServicesAmt |
| Management And General | $4,178 | ManagementAndGeneralAmt |
| Fundraising | $569 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,067 | TotalAmt |
| Program Services | $51,049 | ProgramServicesAmt |
| Management And General | $14,975 | ManagementAndGeneralAmt |
| Fundraising | $2,043 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,772 | TotalAmt |
| Management And General | $17,772 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,970 | TotalAmt |
| Management And General | $60,970 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,700 | TotalAmt |
| Program Services | $40,700 | ProgramServicesAmt |
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 | $22,262 | TotalAmt |
| Management And General | $22,262 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,090 | TotalAmt |
| Program Services | $28,200 | ProgramServicesAmt |
| Management And General | $31,890 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,194 | TotalAmt |
| Program Services | $21,684 | ProgramServicesAmt |
| Management And General | $22,510 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,295 | TotalAmt |
| Management And General | $6,295 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,871 | TotalAmt |
| Management And General | $70,871 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $2,150,896 | TotalAmt |
| Program Services | $2,050,562 | ProgramServicesAmt |
| Management And General | $100,334 | 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 | $4,437 | TotalAmt |
| Management And General | $4,437 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,114 | TotalAmt |
| Program Services | $5,566 | ProgramServicesAmt |
| Management And General | $12,548 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Printing and Publications | $222,883 | $219,507 | $1,958 | $1,418 |
| Postage and Shipping | $40,383 | $35,359 | $4,268 | $756 |
| Art displays | $20,500 | $20,500 | ||
| Dues and Subscriptions | $15,997 | $5,500 | $10,497 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,971 | TotalAmt |
| Program Services | $12,870 | ProgramServicesAmt |
| Management And General | $16,101 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,270,584 | TotalAmt |
| Program Services | $3,596,926 | ProgramServicesAmt |
| Management And General | $636,831 | ManagementAndGeneralAmt |
| Fundraising | $36,827 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,631 | BOYAmt |
| EOY | $472,179 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $888,037 | BOYAmt |
| EOY | $350,869 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $427,750 | BOYAmt |
| EOY | $221,288 | 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) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,733 | BOYAmt |
| EOY | $29,765 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $90,066 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $74,128 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,346 | BOYAmt |
| EOY | $15,938 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,909,575 | BOYAmt |
| EOY | $4,931,238 | 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) |
|---|---|---|
| BOY | $4,559 | BOYAmt |
| EOY | $4,586 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,366,631 | BOYAmt |
| EOY | $6,025,863 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,481 | BOYAmt |
| EOY | $550,157 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,500 | BOYAmt |
| EOY | $288,566 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,673 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $602,981 | BOYAmt |
| EOY | $843,396 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,574,147 | BOYAmt |
| EOY | $5,059,853 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,503 | BOYAmt |
| EOY | $122,614 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,763,650 | BOYAmt |
| EOY | $5,182,467 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,366,631 | BOYAmt |
| EOY | $6,025,863 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $100,521 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $339,546 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$21,250 | PriorPeriodAdjustmentsAmt |
| 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 | $466,845 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,095,312 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $847,082 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $956,090 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $885,482 | CurrentTaxYearAmt |
| Total | $4,250,811 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,032,621 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,509,459 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,751,460 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,493,258 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,345,979 | CurrentTaxYearAmt |
| Total | $14,132,777 | 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 | $2,499,466 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,604,771 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,598,542 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,449,348 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,231,461 | CurrentTaxYearAmt |
| Total | $18,383,588 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $703,197 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $771,208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $722,516 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,255,409 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,604,385 | CurrentTaxYearAmt |
| Total | $6,056,715 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $703,197 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $771,208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $722,516 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,255,409 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,604,385 | CurrentTaxYearAmt |
| Total | $6,056,715 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $12,326,873 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $118,046 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $128,124 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $77,853 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $89,005 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $138,996 | CurrentTaxYearAmt |
| Total | $552,024 | 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 | $118,046 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $128,124 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $77,853 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $89,005 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $138,996 | CurrentTaxYearAmt |
| Total | $552,024 | 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 | $2,617,512 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,732,895 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,676,395 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,538,353 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,370,457 | CurrentTaxYearAmt |
| Total | $18,935,612 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.65100 | PublicSupportCY509Pct |
| Public Support PY509 | 0.67480 | PublicSupportPY509Pct |
| Investment Income CY | 0.02920 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03230 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $20,350 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $20,350 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $40,700 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,257,649 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,298,349 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $364,917 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $91,229 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $301,989 | CurrentYearMinus3Amt |
| Current Year Minus2 | $317,509 | CurrentYearMinus2Amt |
| Current Year Minus1 | $347,428 | CurrentYearMinus1Amt |
| Current Year | $364,917 | CurrentYearAmt |
| Total | $1,331,843 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,997,765 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $44,400 | CurrentYearMinus3Amt |
| Current Year Minus2 | $44,400 | CurrentYearMinus2Amt |
| Current Year Minus1 | $44,400 | CurrentYearMinus1Amt |
| Current Year | $40,700 | CurrentYearAmt |
| Total | $173,900 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $75,497 | CurrentYearMinus3Amt |
| Current Year Minus2 | $79,377 | CurrentYearMinus2Amt |
| Current Year Minus1 | $86,857 | CurrentYearMinus1Amt |
| Current Year | $91,229 | CurrentYearAmt |
| Total | $332,960 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $499,440 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $22,200 | CurrentYearMinus3Amt |
| Current Year Minus2 | $22,200 | CurrentYearMinus2Amt |
| Current Year Minus1 | $22,200 | CurrentYearMinus1Amt |
| Current Year | $20,350 | CurrentYearAmt |
| Total | $86,950 | TotalAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,502 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,714 | DepreciationAmt |
| Book Value | $8,788 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,564 | OtherCostOrOtherBasisAmt |
| Depreciation | $57,414 | DepreciationAmt |
| Book Value | $7,150 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,938 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred Rent Incentive | Desc |
| Amt | $4,673 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,673 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,738,416 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $339,546 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $27,765 | OtherRevenueAmt |
| Revenue Not Reported | $367,311 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,371,105 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $4,371,105 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,298,349 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $27,765 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $27,765 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,270,584 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $4,270,584 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X : FIN48 Footnote | The Society follows the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Society may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods.Management evaluated the Societys tax positions and concluded that the Society had taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. Currently, the tax years open and subject to examination by the Internal Revenue Service are 2014, 2015 and 2016 tax years. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | SPECIAL EVENT EXPENSES $27765 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | Special Event Expenses $27765 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Dinner | Event1Nm |
| Gross Receipts Event1 | $40,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $40,000 | CharitableContriEvent1Amt |
| Food And Beverage Event1 | $27,765 | FoodAndBeverageEvent1Amt |
| Gross Receipts Total | $40,000 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $40,000 | CharitableContributionsTotAmt |
| Food And Beverage Total Events | $27,765 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $27,765 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$27,765 | NetIncomeSummaryAmt |
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 | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Duke University | |||||||
| PO Box 602651 | Charlotte | NC | 28266 | 560532129 | $80,000 | $0 | Fellow Training |
| Johns Hopkins Univ | |||||||
| 525 N Wolfe Street | Baltimore | MD | 21205 | 520595110 | $10,000 | $0 | Fellow Training |
| New York University | |||||||
| 433 First Ave 7th Flr Rm756 | New York | NY | 10003 | 135562308 | $10,000 | $0 | Fellow Training |
| Univ of Nebraska Medical Ctr | |||||||
| 985100 Nebraska Medical Ctr | Omaha | NE | 68198 | 470049123 | $10,000 | $0 | Fellow Training |
| Vanderbilt Univ Medical Ctr | |||||||
| 1161 21st Ave S D-3300 | Nashville | TN | 37232 | 352528741 | $80,000 | $0 | Fellow Training |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Travel Grants | 63 | $78,474 |
| Nursing Grants | 15 | $15,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | grant funds are awarded based on a formal application process with eligibility guidelines. the grant award specifies limitations of use. grantees receiving more than $40,000 are required to submit a six month and final financial report, detailing expenditures. these reports are reviewed for appropriateness. any funds not spent in accordance with grant guidelines are returned to the grantor | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|
| Jaime Abreu | |||||
| Executive VP | $154,441 | $6,600 | $6,178 | $8,263 | $175,482 |
| Michele Blair | |||||
| CEO | $239,050 | $30,000 | $6,562 | $8,402 | $284,014 |
| Patrick McGary | |||||
| COO | $136,494 | $5,600 | $5,460 | $6,402 | $153,956 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 7: Non-Fixed payments not listed above | FormAndLineReferenceDesc |
| Explanation | The salaried officers of the Organization can earn an annual performance bonus based on predetermined metrics established by the board of directors. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: Review Course:incorporates results of new research studies, increased focus on practical management recommendations, addresses issues encountered in practice, adds case studies and provides breakout sessions in areas of special interest. Intended for cardiologists, internists, nurses, pharmacists and other clinicians with a special interest in heart failure, this program will use evidence-based presentation including guideline based practice recommendations. Breakout and case study sessions focus on practical management issues in heart failure. OTHER PROGRAM SERVICES 5: Research grants: the society's grant program provides grants for research related to heart failure and fellow training. OTHER PROGRAM SERVICES 6: Community Education Program: The Program offers live presentations throughout the US as well as online education via webinars to heart failure patients, caregivers and the general public. HFSA has prepared a series of standardized educational presentations designed to help patients learn to live successfully with heart failure. The presentations are provided by heart failure specialists. They are developed to be informative and to provide practical information on a specific topic that is useful to both patients and their families. Each presentation offers time to ask questions of the expert speaker. HFSA partners with patient-based organizations to bring these presentations to the local communities. OTHER PROGRAM SERVICES 7: Future Leaders in Heart Failure Symposium: Held annually, the Symposium is an amazing opportunity for early career physicians, nurses and pharmacists to interact with national and international leaders in heart failure. With state-of-the-art updates, small group discussions, and information one-on-one time, the Symposium enlightens and encourages young professionals to follow a career path in heart failure. Select physicians, nurses and pharmacists who are early in their respective career development and possess enormous potential as future leaders, are invited to participate. The intensive two-day conference is specifically designed to both educate and facilitate the various pathways for early career professionals to consider as they embark on a career in heart failure. |
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | members consist of professionals connected with the field of cardiovascular disease or failure. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | the ceo reviews the 990 and distributes copies to the board of directors prior to filing. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | all council members disclose potential conflicts on an annual basis. this information is reviewed and monitored by the cme director. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | the process for determining the compensation of the ceo involves review and approval by the executive committee, comparability data (guidestar compensation and benefits study), and contemporaneous substantiation of the approval via amendment of the employment agreement. the performance bonus is determined based on evaluations from the leaders of the society that interact with the ceo. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Other officer salaries are established by the ceo and president, and are commensurate with market value and experience. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | copies of the Form 990, and other documents are made available upon request. |