WISCONSIN MEDICAL SOCIETY FOUNDATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WISCONSIN MEDICAL SOCIETY FOUNDATION INC (EIN 39-6045649)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-08
- IRS object ID
- 201822209349300127
- Schema version
- 2017v2.3
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-08T10:58:04-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5946 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537050946 | 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 | 396045649 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN MEDICAL SOCIETY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WISC | BusinessNameControlTxt |
| Phone | 6084423800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1109 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EILEEN WILSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6084423800 | PhoneNum |
| Signature | 2018-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES G GRAHAM | PreparerPersonNm |
| PTIN | P00006111 | PTIN |
| Phone | 6088332612 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EILEEN WILSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1109 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,501,070 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WISCONSINMEDICALSOCIETY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO ADVANCE THE HEALTH OF THE PEOPLE OF WISCONSIN BY SUPPORTING MEDICAL AND HEALTH EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $511,557 | PYContributionsGrantsAmt |
| CY Contributions Grants | $584,046 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $111,618 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $74,594 | CYProgramServiceRevenueAmt |
| PY Investment Income | $211,328 | PYInvestmentIncomeAmt |
| CY Investment Income | $334,783 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$38,662 | PYOtherRevenueAmt |
| CY Other Revenue | -$34,321 | CYOtherRevenueAmt |
| PY Total Revenue | $795,841 | PYTotalRevenueAmt |
| CY Total Revenue | $959,102 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $372,468 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $290,040 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $179,162 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $184,194 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $72,850 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $217,160 | PYOtherExpensesAmt |
| CY Other Expenses | $137,949 | CYOtherExpensesAmt |
| PY Total Expenses | $768,790 | PYTotalExpensesAmt |
| CY Total Expenses | $612,183 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $27,051 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $346,919 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,453,602 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,648,653 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,649,703 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,762,202 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,803,899 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,886,451 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ADVANCE THE HEALTH OF THE PEOPLE OF WISCONSIN BY SUPPORTING MEDICAL AND HEALTH EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $208,509 | ExpenseAmt |
| Grant | $135,500 | GrantAmt |
| Revenue | $74,594 | RevenueAmt |
| Desc | MEDICAL EDUCATION:- STUDENT LOAN & SCHOLARSHIP PROGRAMALL STUDENT LOANS ARE AWARDED TO STUDENTS ATTENDING THE MEDICAL COLLEGE OF WISCONSIN OR THE UNIVERSITY OF WISCONSIN SCHOOL OF MEDICINE AND PUBLIC HEALTH. STUDENT LOANS TOTALING $400,000 WERE AWARDED IN 2017 TO 80 STUDENTS. THESE LOANS ARE INTEREST-FREE WHILE THE STUDENT IS IN SCHOOL AND OFFER GENEROUS DEFERRAL AND REPAYMENT TERMS. SCHOLARSHIP APPLICATIONS ARE REVIEWED BY A SCHOLARSHIP COMMITTEE THAT DETERMINES RECIPIENTS AND THE AMOUNT OF EACH AWARD. TOTAL SCHOLARSHIP AWARDS OF $135,500 ASSISTED 55 RECIPIENTS IN 2017.- MENTORINGTHE FOUNDATION OFFERS TWO MENTORING PROGRAMS. THROUGH THE WHITE COAT CAMPAIGN, THE FOUNDATION PROVIDES A WHITE COAT FOR EACH FIRST-YEAR MEDICAL STUDENT ATTENDING SCHOOL IN WISCONSIN ALONG WITH A LETTER OF WELCOME AND ENCOURAGEMENT FROM A DONOR PHYSICIAN. THE FOUNDATION ALSO OFFERS OPERATION: EDUCATION, A FUN AND EDUCATIONAL PROGRAM HELD AT BOTH MEDICAL SCHOOLS. THIS BRINGS TOGETHER MEDICAL STUDENTS AND PHYSICIANS TO ENGAGE IN CONVERSATIONS ABOUT SPECIALTY AND PRIMARY CARE OPTIONS AVAILABLE TO THEM. THE EVENT ALSO INCLUDES A FEW MINUTES OF PLAYING THE BOARD GAME OPERATION FOR FUN AND PRIZES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $190,005 | ExpenseAmt |
| Grant | $154,540 | GrantAmt |
| Desc | PUBLIC HEALTH:- GRANTS PROGRAMTHE FOUNDATION'S GRANTS PROGRAM IS ADMINISTERED THROUGH THE GRANT COMMITTEE. APPLICATIONS ARE ACCEPTED AND GRANTS ARE AWARDED FOR COMMUNITY HEALTH EDUCATION AND RESEARCH INITIATIVES. GRANT RECIPIENTS ARE REQUIRED TO REPORT BACK TO THE FOUNDATION ON RESULTS AND USE OF THE GRANT FUNDS. IN 2017, THE FOUNDATION AWARDED 13 COMMUNITY GRANTS INCLUDING 4 GRANTS FOR SCHOOL GARDEN PROGRAMS FOR A TOTAL OF $55,602.- SUMMER FELLOWSHIP PROGRAMTHE FOUNDATION'S GRANT COMMITTEE ALSO ADMINISTERS THE FOUNDATION'S SUMMER FELLOWSHIP PROGRAM THAT OFFERS MEDICAL STUDENTS OPPORTUNITIES TO GAIN VALUABLE, HANDS-ON EXPERIENCE IN COMMUNITY HEALTH EDUCATION OR RESEARCH DURING MEDICAL SCHOOL. FIVE FELLOWSHIPS WERE AWARDED TOTALING $17,500 IN 2017.- COMMUNITY HEALTH OUTREACHTHE FOUNDATION'S "PRESCRIPTION FOR A HEALTHY YOU" PROGRAM FOR YOUTH OFFERS CHILDREN A DAY OF FUN AND EDUCATIONAL ACTIVITIES THAT ENCOURAGE HEALTHY LIVING. THE PROGRAM IS NOW AVAILABLE AS A TOOLKIT AND FOUNDATION STAFF ASSIST MEDICAL, NURSING, PHARMACY AND OTHER HEALTH PROGRAM STUDENTS IN PLANNING AND LEADING ACTIVITIES IN CONJUNCTION WITH THE BOYS AND GIRLS CLUBS IN MADISON, WAUSAU AND GREEN BAY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $398,514 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBORAH MURESAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6084423800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 E LAKESIDE ST | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53701 | 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 |
|---|---|---|---|---|---|---|
| THOMAS N SHORTER JD | ||||||
| VICE PRESIDENT-PUBLIC | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CATHERINE T COYLE RN PHD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID GALBIS-REIG MD | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS LEITNER MD JD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CLAUDIA L REARDON MD | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANTHONY A RIEDER MD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ASHLEY G ANDERSON MD MS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CURTIS BURGESS | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NOEL DEEP MD | ||||||
| EX-OFFICIO MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH KROLICKI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SANDRA OSBORN MD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD A DART MD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT SANDY | ||||||
| DIRECTOR-MEDICAL STUDENT | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUE YI | ||||||
| DIRECTOR-MEDICAL STUDENT | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MOLLI ROLLI MD | ||||||
| EX-OFFICIO MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DIANNE APPLEBY RN BSM MBA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID K FALK MD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSE A ORTIZ JR MD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EILEEN WILSON | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $67,843 | $0 | $3,088 | |
| ROBERT FOULKS CPA | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $172,181 | $8,973 | |
| CLYDE M CHUMBLEY | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $175,000 | $17,781 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $67,843 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $347,181 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $29,842 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $88,799 | FundraisingAmt |
| All Other Contributions | $495,247 | AllOtherContributionsAmt |
| Total Contributions | $584,046 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STUDENT LOAN INTEREST | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $74,594 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $74,594 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $74,594 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $152,620 | TotalRevenueColumnAmt |
| Exclusion | $152,620 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,676,102 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,493,939 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $182,163 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $182,163 | TotalRevenueColumnAmt |
| Exclusion | $182,163 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $13,708 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $88,799 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $48,029 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$34,321 | TotalRevenueColumnAmt |
| Exclusion | -$34,321 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $959,102 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $74,594 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $300,462 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,040 | TotalAmt |
| Program Services | $137,040 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,000 | TotalAmt |
| Program Services | $153,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,843 | TotalAmt |
| Program Services | $11,710 | ProgramServicesAmt |
| Management And General | $35,726 | ManagementAndGeneralAmt |
| Fundraising | $20,407 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,351 | TotalAmt |
| Program Services | $50,941 | ProgramServicesAmt |
| Management And General | $39,259 | ManagementAndGeneralAmt |
| Fundraising | $26,151 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,300 | TotalAmt |
| Management And General | $19,300 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,654 | TotalAmt |
| Program Services | $11,851 | ProgramServicesAmt |
| Fundraising | $803 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,245 | TotalAmt |
| Program Services | $1,425 | ProgramServicesAmt |
| Management And General | $361 | ManagementAndGeneralAmt |
| Fundraising | $2,459 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,624 | TotalAmt |
| Program Services | $1,584 | ProgramServicesAmt |
| Management And General | $3,456 | ManagementAndGeneralAmt |
| Fundraising | $1,584 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,098 | TotalAmt |
| Program Services | $257 | ProgramServicesAmt |
| Management And General | $1,086 | ManagementAndGeneralAmt |
| Fundraising | $755 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,571 | TotalAmt |
| Program Services | $3,707 | ProgramServicesAmt |
| Management And General | $343 | ManagementAndGeneralAmt |
| Fundraising | $21,521 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,549 | TotalAmt |
| Management And General | $2,549 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SHARED SERVICES | $94,639 | $24,891 | $41,548 | $28,200 |
| PRINTING AND SUPPLIES | $13,444 | $1,454 | $1,946 | $10,044 |
| OUTSIDE SERVICES | $1,839 | $584 | -$7,441 | $8,696 |
| SOFTWARE SERVICE AGREEM | $1,435 | $1,435 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$46,449 | TotalAmt |
| Program Services | $70 | ProgramServicesAmt |
| Management And General | $1,251 | ManagementAndGeneralAmt |
| Fundraising | -$47,770 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $612,183 | TotalAmt |
| Program Services | $398,514 | ProgramServicesAmt |
| Management And General | $140,819 | ManagementAndGeneralAmt |
| Fundraising | $72,850 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,793,613 | BOYAmt |
| EOY | $2,307,925 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,500 | BOYAmt |
| EOY | $13,770 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,327 | BOYAmt |
| EOY | $9,492 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,275,059 | BOYAmt |
| EOY | $2,389,257 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,259 | BOYAmt |
| EOY | $2,565 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $30,484 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $30,484 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,142,141 | BOYAmt |
| EOY | $8,679,012 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000 | BOYAmt |
| EOY | $10,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,703 | BOYAmt |
| EOY | $236,632 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,453,602 | BOYAmt |
| EOY | $13,648,653 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,404 | BOYAmt |
| EOY | $21,254 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,621,992 | BOYAmt |
| EOY | $1,737,079 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,307 | BOYAmt |
| EOY | $3,869 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,649,703 | BOYAmt |
| EOY | $1,762,202 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,932,218 | BOYAmt |
| EOY | $2,206,372 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,123,811 | BOYAmt |
| EOY | $8,930,084 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $747,870 | BOYAmt |
| EOY | $749,995 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,803,899 | BOYAmt |
| EOY | $11,886,451 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,453,602 | BOYAmt |
| EOY | $13,648,653 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $346,919 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $712,712 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $22,921 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $392,056 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $404,605 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $502,114 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $511,558 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $594,819 | CurrentTaxYearAmt |
| Total | $2,405,152 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $392,056 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $404,605 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $502,114 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $511,558 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $594,819 | CurrentTaxYearAmt |
| Total | $2,405,152 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $818,516 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,586,636 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $126,630 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $144,964 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $143,049 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $181,492 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $152,620 | CurrentTaxYearAmt |
| Total | $748,755 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,153,907 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $530,875 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.50310 | PublicSupportCY170Pct |
| Public Support PY170 | 0.48390 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $61,850 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $815,357 | BeginningYearBalanceAmt |
| Contributions | $2,710 | ContributionsAmt |
| Investment Earnings Or Losses | $81,073 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $18,633 | OtherExpendituresAmt |
| End Year Balance | $880,507 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $882,198 | BeginningYearBalanceAmt |
| Contributions | $2,000 | ContributionsAmt |
| Investment Earnings Or Losses | $66,034 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $34,010 | OtherExpendituresAmt |
| End Year Balance | $815,357 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $917,225 | BeginningYearBalanceAmt |
| Contributions | $3,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,624 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $30,403 | OtherExpendituresAmt |
| End Year Balance | $882,198 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $886,609 | BeginningYearBalanceAmt |
| Contributions | $7,255 | ContributionsAmt |
| Investment Earnings Or Losses | $49,181 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $25,820 | OtherExpendituresAmt |
| End Year Balance | $917,225 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $811,129 | BeginningYearBalanceAmt |
| Contributions | $790 | ContributionsAmt |
| Investment Earnings Or Losses | $92,138 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,448 | OtherExpendituresAmt |
| End Year Balance | $886,609 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.85170 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14830 | 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 | $30,484 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,484 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED PARTIES | Desc |
| Amt | $3,869 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,869 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,742,765 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $712,712 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $70,951 | OtherRevenueAmt |
| Revenue Not Reported | $783,663 | RevenueNotReportedAmt |
| Revenue Subtotal | $959,102 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $959,102 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $660,213 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $48,030 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $48,030 | ExpensesNotReportedAmt |
| Expenses Subtotal | $612,183 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $612,183 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT CONSISTS OF SIX INDIVIDUAL FUNDS, THREE OF WHICH WERE ESTABLISHED TO FUND SCHOLARSHIPS, TWO TO FUND MEDICAL RESEARCH, AND ONE TO SPONSOR MENTAL HEALTH PROGRAMS AND LECTURES, WHICH ARE ALL DONOR-RESTRICTED ENDOWMENT FUNDS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. |
| PART X, LINE 2: | THE FOUNDATION FOLLOWS THE PROVISIONS OF THE UNCERTAINTY IN INCOME TAXES SECTION OF THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION. THESE PROVISIONS ADDRESS THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. THE FOUNDATION FILES A FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) ANNUALLY. WHEN THIS RETURN IS FILED IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD ULTIMATELY BE SUSTAINED. EXAMPLES OF TAX POSITIONS INCLUDE SUCH MATTERS AS THE FOLLOWING: THE TAX EXEMPT STATUS OF THE ENTITY AND VARIOUS POSITIONS RELATIVE TO POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). UBIT IS REPORTED ON FORM 990T, AS APPROPRIATE. THE BENEFIT OF A TAX POSITION IS RECOGNIZED IN THE FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES THAT IT IS MORE LIKELY THAN NOT THAT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 48,030. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 22,921. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 48,030. |
| PART III, LINE 4: | THE ARTWORK WAS DONATED TO THE ORGANIZATION. THEY HAVE HOPES OF SELLING THE ARTWORK AT SOME POINT, BUT ARE HOLDING IT FOR THE TIME BEING. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL FUNDRAISER (ROAST) | Event1Nm |
| Gross Receipts Event1 | $102,507 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $88,799 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $13,708 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $10,773 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $21,521 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $15,735 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $102,507 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $88,799 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $13,708 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $10,773 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $21,521 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $15,735 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $48,029 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$34,321 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| WISCONSIN MEDICAL SOCIETY INC | |||||||
| 330 E LAKESIDE ST | MADISON | WI | 53715 | 390634758 | 501(C)(6) | $87,132 | PHYSICIAN EDUCATION |
| (no name) | |||||||
| PUBLIC SAFETY | |||||||
| (no name) | |||||||
| PUBLIC HEALTH | |||||||
| CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION | |||||||
| PO BOX 1997 MS 3050 | MILWAUKEE | WI | 53201 | 391500075 | 501(C)(3) | $10,000 | PUBLIC HEALTH |
| ASPIRUS INC | |||||||
| 425 PINE RIDGE BLVD STE 300B | WAUSAU | WI | 54455 | 391328331 | 501(C)(3) | $6,000 | PUBLIC HEALTH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (11 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| AMY HUNTER-WILSON, MD SCHOLARSHIP | 2 | $3,500 |
| VICTOR BAYLON, MD SCHOLARSHIP | 2 | $3,500 |
| EDMUND J. & ESTELLE D. WALKER SCHOLARSHIP | 43 | $105,500 |
| ROBERT "JASON" GORE SCHOLARSHIP | 1 | $5,000 |
| RUKMINI & JOYCE VASUDEVAN SCHOLARSHIP | 1 | $5,000 |
| PRESIDENTIAL SCHOLAR AWARD | 1 | $3,000 |
| CATHERINE SLOTA-VARMA, MD SCHOLARSHIP | 1 | $2,500 |
| JOHN & VIRGINIA RIESCH SCHOLARSHIP | 2 | $3,500 |
| JOHN H. AND WILLIAM J. HOUGHTON AWARD | 2 | $2,000 |
| SUMMER FELLOWSHIP | 5 | $17,500 |
| MARATHON COUNTY MEDICAL SOCIETY SCHOLARSHIP | 1 | $2,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TO OBTAIN A GRANT FROM THE FOUNDATION, A DETAILED APPLICATION IS REQUIRED AND REVIEWED BY THE GRANTS COMMITTEE. IF A GRANT IS APPROVED, A FINAL DETAILED REPORT IS REQUIRED TO BE GIVEN AND PRESENTED TO THE COMMITTEE AT THE END OF THE COMPLETED PROJECT. THIS REPORT DETAILS THE PROJECT RESULTS AND SUMMARY OF EXPENSES. IF A GRANT EXTENDS OVER A FISCAL YEAR END, A PROJECT STATUS REPORT IS REQUIRED AT THE YEAR END TO THE FOUNDATION AND THEN A FINAL REPORT IS DUE AT THE PROJECT'S COMPLETION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT FOULKS CPA | ||||||||||||||
| SECRETARY | $0 | $172,181 | $0 | $0 | $0 | $0 | $0 | $5,165 | $0 | $3,808 | $0 | $181,154 | $0 | $0 |
| CLYDE M CHUMBLEY | ||||||||||||||
| SECRETARY | $0 | $175,000 | $0 | $0 | $0 | $0 | $0 | $5,250 | $0 | $12,531 | $0 | $192,781 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION RELIES ON WI MEDICAL SOCIETY, INC., A RELATED 501(C)(6) ORGANIZATION, TO ESTABLISH THE COMPENSATION FOR ITS EXECUTIVE DIRECTOR. WI MEDICAL SOCIETY, INC. USES A COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR EXECUTIVE COMMITTEE, AS ITS METHODS FOR ESTABLISHING THE COMPENSATION FOR ITS EXECUTIVE DIRECTOR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TRUSTEE JOHN D. REISCH, MD AND TRUSTEE CATHERINE T. COYLE, RN, PHD HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF TRUSTEES REVIEWS THE FORM 990 PRIOR TO THE FILING OF THE FORM. THIS IS TYPICALLY DONE AT A MEETING OF THE TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES THE TRUSTEES, OFFICERS, AND KEY EMPLOYEES TO COMPLETE A CONFLICT OF INTEREST STATEMENT AT THE BEGINNING OF THEIR TENURE. THE CONFLICT OF INTEREST STATEMENT IMPOSES AN ONGOING OBLIGATION ON THE REPORTING INDIVIDUAL TO UPDATE THE CONFLICT OF INTEREST STATEMENT WHEN CIRCUMSTANCES CHANGE. THE ORGANIZATION REQUIRES ALL TRUSTEES, OFFICERS, AND KEY EMPLOYEES TO REVIEW AND UPDATE THE CONFLICT OF INTEREST STATEMENT ANNUALLY. THE CONFLICT OF INTEREST STATEMENT IDENTIFIES PARTNERSHIPS, AFFILIATIONS AND OTHER RELATIONSHIPS WITH HOSPITALS AND OTHER ORGANIZATIONS AND THE POSITION THAT THE REPORTING INDIVIDUAL HOLDS IN EACH ORGANIZATION OR VENTURE. THE CONFLICT OF INTEREST STATEMENT ALSO REQUIRES A LISTING OF PROFESSIONAL MEMBERSHIPS. THE OFFICE OF THE ORGANIZATION'S EXECUTIVE DIRECTOR RECEIVES, REVIEWS AND MAINTAINS THE CONFLICT OF INTEREST STATEMENT. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY REQUIRES REPORTING INDIVIDUALS TO PROMPTLY DISCLOSE ANY CONFLICT OF INTEREST THAT MIGHT ARISE AND TAKE STEPS TO PREVENT THE CONFLICT OF INTEREST FROM AFFECTING ORGANIZATION'S DECISIONS OR ACTIVITIES BY REFRAINING FROM VOTING ON THE ISSUE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE ORGANIZATION'S HUMAN RESOURCES (HR) DIRECTOR CONSULTS VARIOUS SALARY SURVEYS TO DETERMINE THE CURRENT MARKET PAY RATE FOR THE EXECUTIVE DIRECTOR. THE HR DIRECTOR CONSULTS WITH THE CEO REGARDING ANNUAL COMPENSATION FOR THE EXECUTIVE DIRECTOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION WILL HONOR ANY REQUESTS BY MEMBERS OF THE PUBLIC FOR INSPECTION OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS. THE INSPECTION WOULD OCCUR AT THE ORGANIZATION'S PRIMARY PLACE OF BUSINESS. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 22,921. |
| FORM 990, PART XII, LINE 2C: | NO CHANGE FROM PRIOR YEAR |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN MEDICAL SOCIETY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1109 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390634758 | EIN |
| Primary Activities | TO SUPPORT & STRENGTHEN PHYSICIANS' ABILITY TO PRACTICE HIGH QUALITY CARE | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
| 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 | Yes (1) | 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 | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WISCONSIN MEDICAL SOCIETY INC | ||
| P | $94,639 | SEE PART VII |
| WISCONSIN MEDICAL SOCIETY INC | ||
| O | $147,673 | SEE PART VII |
| WISCONSIN MEDICAL SOCIETY INC | ||
| B | $80,438 | SEE PART VII |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R; PART V; LINE 2(D) | FormAndLineReferenceDesc |
| Explanation | THESE WERE THE EXPENSES CHARGED FROM WISCONSIN MEDICAL SOCIETY, INC TO THE FOUNDATION. | ExplanationTxt |