AMERICAN COLLEGE OF CHEST PHYSICIANS: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN COLLEGE OF CHEST PHYSICIANS (EIN 36-2170783)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-12
- IRS object ID
- 201711329349303496
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T13:01:48-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive | AddressLine1Txt |
| Address Line2 | Suite 2600 | AddressLine2Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362170783 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American College of Chest Physicians | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2245219800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2595 Patriot Blvd | AddressLine1Txt |
| City | Glenview | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60026 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | P Stratton Davies | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2017-02-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John V Woodhull | PreparerPersonNm |
| PTIN | P01305268 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stephen J Welch | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2595 Patriot Blvd | AddressLine1Txt |
| City | Glenview | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $58,534,842 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.chestnet.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1935 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | To promote the prevention, diagnosis, and treatment of chest diseases through education, communication, and research. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 120 | TotalEmployeeCnt |
| Total Volunteers | 450 | TotalVolunteersCnt |
| Total Gross UBI | $1,545,994 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $62,905 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,870,168 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,225,338 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,999,025 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $22,068,795 | CYProgramServiceRevenueAmt |
| PY Investment Income | $421,115 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,137,533 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,305,552 | PYOtherRevenueAmt |
| CY Other Revenue | $4,582,605 | CYOtherRevenueAmt |
| PY Total Revenue | $26,595,860 | PYTotalRevenueAmt |
| CY Total Revenue | $31,014,271 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $127,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $135,500 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,469,498 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,534,882 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,988,070 | PYOtherExpensesAmt |
| CY Other Expenses | $19,658,161 | CYOtherExpensesAmt |
| PY Total Expenses | $25,585,068 | PYTotalExpensesAmt |
| CY Total Expenses | $32,328,543 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,010,792 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,314,272 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $48,661,601 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,080,723 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $33,986,180 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,355,353 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,675,421 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,725,370 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To champion the prevention, diagnosis, and treatment of chest diseases through education, communication, and research. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $18,642,221 | ExpenseAmt |
| Revenue | $11,515,979 | RevenueAmt |
| Desc | EDUCATION: THE ANNUAL CHEST MEETING AND OTHER CONTINUING MEDICAL EDUCATION ACTIVITIES ARE CONDUCTED TO UPDATE CLINICIANS ON PATIENT CARE STRATEGIES, PREPARE FOR SUBSPECIALTY EXAMINATIONS, ESTABLISH PRACTICE STANDARDS, PREVIEW INVESTIGATIVE RESEARCH AND NEW SCIENCE, AND PROVIDE NETWORKING AND CAREER ADVANCEMENT OPPORTUNITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,656,433 | ExpenseAmt |
| Revenue | $3,051,096 | RevenueAmt |
| Desc | PUBLICATIONS: THE AMERICAN COLLEGE OF CHEST PHYSICIANS (COLLEGE) PUBLISHES A MONTHLY JOURNAL: CHEST. NEARLY 23,000 READERS WORLDWIDE SUBSCRIBE TO KEEP UP-TO-DATE ON CHEST-RELATED MEDICINE. IN ADDITION, THE COLLEGE PUBLISHES A NUMBER OF BOOKS IN THE FIELD OF CHEST MEDICINE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,983,578 | ExpenseAmt |
| Revenue | $2,979,363 | RevenueAmt |
| Desc | CORPORATE DEVELOPMENT: THE AMERICAN COLLEGE OF CHEST PHYSICIANS ALSO ENGAGES IN VARIOUS OTHER EDUCATIONAL PROGRAMMING TO PROVIDE TRAINING IN THE AREA OF PULMONARY CARE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $306,203 | ExpenseAmt |
| Revenue | $2,976,363 | RevenueAmt |
| Desc | LEADERSHIP, NETWORKS, AND MEMBERSHIP: INTERDISCIPLINARY, FOCUSED-INTEREST GROUPS ARE ESTABLISHED TO PROVIDE THE OPPORTUNITY TO FORM A PROFESSIONAL ALLIANCE WITH OTHER MEMBERS OR GROUPS WHO SHARE SIMILAR EXPERTISE AND CONCERNS RELATIVE TO CLINICAL PRACTICE AND/OR COMMUNITY HEALTH ISSUES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $306,203 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $2,976,363 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $29,588,435 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | 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 | Yes (true) | 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 | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 295 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 120 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | P Stratton Davies | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2245219800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2595 Patriot Blvd | AddressLine1Txt |
| City | Glenview | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60026 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Barbara A Phillips MD FCCP | |||||||||
| President | 1.0 | Yes (X) | Yes (X) | $11,000 | $0 | $0 | |||
| Gerard A Silvestri MD FCCP | |||||||||
| President-Elect | 1.0 | Yes (X) | Yes (X) | $56,600 | $0 | $0 | |||
| Curtis Sessler MD FCCP | |||||||||
| Immediate Past President | 1.0 | Yes (X) | Yes (X) | $9,970 | $0 | $0 | |||
| John E Studdard MD FCCP | |||||||||
| President-Designate | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Robert Aranson MD FCCP | |||||||||
| Regent | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Burton L Lesnick MD FCCP | |||||||||
| Regent | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Clayton T Cowl MD FCCP | |||||||||
| Regent | 1.0 | Yes (X) | $8,800 | $0 | $0 | ||||
| Stephanie M Levine MD FCCP | |||||||||
| Regent | 1.0 | Yes (X) | $8,700 | $0 | $0 | ||||
| Panagiotis K Behrakis MD FCCP | |||||||||
| Regent | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Janet R Maurer MD MBA FCCP | |||||||||
| Regent | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Jack D Buckley MD FCCP | |||||||||
| Regent | 1.0 | Yes (X) | $2,000 | $0 | $0 | ||||
| Atul C Mehta MBBS FCCP | |||||||||
| Regent | 1.0 | Yes (X) | $2,000 | $0 | $0 | ||||
| Steven QSimpson MDFCCP | |||||||||
| Regent | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| David A Schulman MDFCCP | |||||||||
| Chair, Council of NetWorks | 1.0 | Yes (X) | $7,850 | $0 | $0 | ||||
| Francesco de Blasio MD FCCP | |||||||||
| Chair, Council of Global Governors | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Marilyn G Foreman | |||||||||
| Regent | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| John A Howington MD FCCP | |||||||||
| CHEST Foundation President and Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Stratton Davies CPA | |||||||||
| CFO | 40.0 | Yes (X) | $241,459 | $0 | $38,319 | ||||
| Steve Welch | |||||||||
| Interim Executive Vice President & CEO | 40.0 | Yes (X) | $224,334 | $0 | $31,705 | ||||
| Paul A Markowski CAE | |||||||||
| Secretary/CEO (Partial Year) | 40.0 | Yes (X) | $546,397 | $0 | $51,237 | ||||
| Nicki Augustyn | |||||||||
| Senior Vice President | 40.0 | $207,438 | $0 | $23,714 | Yes (X) | ||||
| Nancy MacRae | |||||||||
| Senior Vice President (Partial Year) | 40.0 | $219,472 | $0 | $19,518 | Yes (X) | ||||
| Sue Reimbold | |||||||||
| Senior Vice President/Executive Director CHEST Foundation | 40.0 | $251,416 | $0 | $29,115 | Yes (X) | ||||
| Robert Musacchio Phd | |||||||||
| Senior Vice President/COO CHEST Enterprises | 40.0 | $173,855 | $0 | $11,067 | Yes (X) | ||||
| Chad Jackson | |||||||||
| Senior Director | 40.0 | $147,838 | $0 | $29,524 | Yes (X) | ||||
| Susan Gripentrog | |||||||||
| Senior Director | 40.0 | $148,055 | $0 | $13,102 | Yes (X) | ||||
| William Rieser | |||||||||
| Director | 40.0 | $146,019 | $0 | $12,937 | Yes (X) | ||||
| Dr Mark Rosen MD FCCP | |||||||||
| Medical Director | 40.0 | $290,000 | $0 | $0 | Yes (X) | ||||
| Heather Nash | |||||||||
| Senior Director | 40.0 | $150,145 | $0 | $16,734 | Yes (X) | ||||
| Megan Schagrin | |||||||||
| Former Senior Vice President | $120,492 | $0 | $20,244 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,973,840 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $297,216 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 21 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (true) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE FRANCE FOUNDATION | |||||
| 230 SHORE ROAD | OLD LYME | CT | 06371 | CONSULTING | $712,426 |
| DARTMOUTH PRINTING COMPANY | |||||
| PO BOX 415740 | BOSTON | MA | 02241 | PRINTING | $571,877 |
| orgSOURCE | |||||
| 2033 Milwaukee Avenue | RIVERWOODS | IL | 60015 | CONSULTING | $454,196 |
| ELSEVIER | |||||
| P O BOX 9546 | NEW YORK | NY | 10087 | CHEST JOURNAL SERVICES | $385,863 |
| UNIVERSITY OF MASSACHUSETTS | |||||
| 55 LAKE AVENUE NORTH | WORCESTER | MA | 01655 | CHEST EDITORIAL SERVICES | $376,069 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,225,338 | AllOtherContributionsAmt |
| Total Contributions | $3,225,338 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Education | 611600 | $11,515,979 | $11,515,979 | |
| Publications | 541800 | $4,597,090 | $3,051,096 | $1,545,994 |
| Membership Dues | 900099 | $2,976,363 | $2,976,363 | |
| Corporate Development | 541900 | $2,979,363 | $2,979,363 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $22,068,795 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $201,707 | TotalRevenueColumnAmt |
| Exclusion | $201,707 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,597,317 | TotalRevenueColumnAmt |
| Exclusion | $3,597,317 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,456,397 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,520,571 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $935,826 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $935,826 | TotalRevenueColumnAmt |
| Exclusion | $935,826 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Rebate Revenue | 900099 | $415,590 | $415,590 |
| Related Party Dividend | 900099 | $30,999 | $30,999 |
| Management Fees | 900099 | $538,699 | $538,699 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $985,288 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,014,271 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,522,801 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,545,994 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,720,138 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,500 | TotalAmt |
| Program Services | $135,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,866,920 | TotalAmt |
| Program Services | $2,262,961 | ProgramServicesAmt |
| Management And General | $603,959 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,560,923 | TotalAmt |
| Program Services | $6,860,409 | ProgramServicesAmt |
| Management And General | $700,514 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $516,526 | TotalAmt |
| Program Services | $451,911 | ProgramServicesAmt |
| Management And General | $64,615 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $915,695 | TotalAmt |
| Program Services | $549,417 | ProgramServicesAmt |
| Management And General | $366,278 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $674,818 | TotalAmt |
| Program Services | $590,401 | ProgramServicesAmt |
| Management And General | $84,417 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,352 | TotalAmt |
| Management And General | $157,352 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,867 | TotalAmt |
| Management And General | $69,867 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,845 | TotalAmt |
| Management And General | $48,845 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,800,545 | TotalAmt |
| Program Services | $3,513,210 | ProgramServicesAmt |
| Management And General | $287,335 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,234,474 | TotalAmt |
| Program Services | $1,221,572 | ProgramServicesAmt |
| Management And General | $12,902 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,009,556 | TotalAmt |
| Program Services | $1,009,556 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $959,402 | TotalAmt |
| Program Services | $959,127 | ProgramServicesAmt |
| Management And General | $275 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,632,126 | TotalAmt |
| Program Services | $1,439,133 | ProgramServicesAmt |
| Management And General | $192,993 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,620,141 | TotalAmt |
| Program Services | $4,469,385 | ProgramServicesAmt |
| Management And General | $150,756 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $585,189 | TotalAmt |
| Program Services | $585,189 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,335,884 | TotalAmt |
| Program Services | $2,335,884 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,348 | TotalAmt |
| Program Services | $118,348 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Publications Expense | $2,002,725 | $2,002,725 |
| UBIT | $18,500 | $18,500 |
| Publications/Seminars | $76,853 | $76,853 |
| Dues to professional organizations | $345,104 | $345,104 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $643,250 | TotalAmt |
| Program Services | $643,250 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,328,543 | TotalAmt |
| Program Services | $29,588,435 | ProgramServicesAmt |
| Management And General | $2,740,108 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200 | BOYAmt |
| EOY | $250 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,753,584 | BOYAmt |
| EOY | $1,504,035 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,704,215 | BOYAmt |
| EOY | $1,349,948 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $952,047 | BOYAmt |
| EOY | $1,115,273 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,084 | BOYAmt |
| EOY | $33,063 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,315,898 | BOYAmt |
| EOY | $942,923 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $39,155,348 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,650,840 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,688,182 | BOYAmt |
| EOY | $30,504,508 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,735,390 | BOYAmt |
| EOY | $10,524,683 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,158,185 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,816 | BOYAmt |
| EOY | $106,040 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,661,601 | BOYAmt |
| EOY | $46,080,723 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,452,696 | BOYAmt |
| EOY | $3,279,855 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,392,532 | BOYAmt |
| EOY | $8,598,622 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,000,000 | BOYAmt |
| EOY | $17,787,000 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,140,952 | BOYAmt |
| EOY | $3,310,679 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,379,197 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,986,180 | BOYAmt |
| EOY | $34,355,353 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,656,171 | BOYAmt |
| EOY | $8,139,211 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,019,250 | BOYAmt |
| EOY | $3,586,159 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,675,421 | BOYAmt |
| EOY | $11,725,370 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,661,601 | BOYAmt |
| EOY | $46,080,723 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,314,272 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,230,676 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$405,103 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $3,196,304 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,468,985 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,286,201 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,870,168 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,225,338 | CurrentTaxYearAmt |
| Total | $20,046,996 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,200,299 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,022,471 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,390,169 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,563,728 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,522,801 | CurrentTaxYearAmt |
| Total | $88,699,468 | 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 | $19,396,603 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,491,456 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,676,370 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,433,896 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,748,139 | CurrentTaxYearAmt |
| Total | $108,746,464 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,419,638 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,982,107 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,816,850 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,482,188 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $681,359 | CurrentTaxYearAmt |
| Total | $11,382,142 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,419,638 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,982,107 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,816,850 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,482,188 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $681,359 | CurrentTaxYearAmt |
| Total | $11,382,142 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $97,364,322 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,625,661 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,500,812 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,835,356 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,369,095 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,799,024 | CurrentTaxYearAmt |
| Total | $13,129,948 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $113,409 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,688 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $722,362 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $452,579 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,410 | CurrentTaxYearAmt |
| Total | $1,372,448 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,739,070 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,521,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,557,718 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,821,674 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,862,434 | CurrentTaxYearAmt |
| Total | $14,502,396 | 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) |
|---|---|---|
| Current Tax Year Minus4 Years | $468,582 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $387,671 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $465,556 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $144,871 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $985,288 | CurrentTaxYearAmt |
| Total | $2,451,968 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,604,255 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,400,627 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,699,644 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,400,441 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,595,861 | CurrentTaxYearAmt |
| Total | $125,700,828 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.7746 | PublicSupportCY509Pct |
| Public Support PY509 | 0.7829 | PublicSupportPY509Pct |
| Investment Income CY | 0.1154 | InvestmentIncomeCYPct |
| Investment Income PY | 0.1004 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - REBATE REVENUE, COLUMN A - 468582.0, COLUMN B - 387671.0, COLUMN C - 264194.0, COLUMN D - 182206.0, COLUMN E - 415590.0, COLUMN F - 1718243.0; DESCRIPTION - OTHER EXCLUDED REVENUE, COLUMN A - , COLUMN B - , COLUMN C - 201362.0, COLUMN D - -37335.0, COLUMN E - 30999.0, COLUMN F - 195026.0; DESCRIPTION - MANAGEMENT FEES, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 538699.0, COLUMN F - 538699.0; | ExplanationTxt |
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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,514,459 | OtherCostOrOtherBasisAmt |
| Book Value | $2,514,459 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,440,196 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,277,167 | DepreciationAmt |
| Book Value | $19,163,029 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,457,306 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,393,153 | DepreciationAmt |
| Book Value | $1,064,153 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,743,387 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,980,520 | DepreciationAmt |
| Book Value | $7,762,867 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $30,504,508 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to Affiliated Organization | Desc |
| Amt | $1,379,197 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,379,197 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | The College and the Foundation have received favorable determination letters from the Internal Revenue Service stating they are exempt from Federal income taxes on related income under Section 501(a) as entities described in Section 501(c)(3) of the Internal Revenue Code. The Organization follows guidance issued by the Financial Accounting Standards Board ("FASB") with respect to accounting for uncertainty in income taxes. A tax position is recognized as a benefit only if it is "more likely than not" that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit is recorded. The Organization recognizes interest and penalties related to unrecognized tax benefits in interest and income tax expense, respectively. The Organization has no amounts accrued for interest or penalties as of June 30, 2016 and 2015. Due to their tax-exempt status, the College and Foundation are not subject to U.S. federal or state income tax. The Organization is no longer subject to examination by U.S. federal or state taxing authorities for years before June 30, 2013. The Organization does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services,Conference Travel | MEETING OF THE EUROPEAN RESPIRATORY SOCIETY AND EDUCATIONAL PROGRAMS AND MEETINGS: GAIN SUMMITS AND PULMONARY PROGRAM SERIES. | $215,502 |
| East Asia and the Pacific | 0 | 0 | Program Services | EDUCATIONAL MEETINGS AND PROGRAMS IN CHINA; BEST OF CHEST; CHEST WORLD CONGRESS; MEETING OF THE FEDERATION OF INTERNATIONAL RESPIRATORY SOCIETIES. | $1,600,436 |
| South America | 0 | 0 | Program Services | EDUCATIONAL MEETINGS IN ARGENTINA | $7,529 |
| North America (Canada & Mexico only) | 0 | 0 | Program Services,Conducting board meetings | MEETTING OF THE CANADIAN THORACIC SOCIETY; CHEST ANNUAL MEETING; BOARD OF REGENTS MEETINGS. | $4,262,989 |
| South Asia | 0 | 0 | Program Services,Conference Travel | MEETINGS OF THE ASIAN PACIFIC SOCIETY OF RESPIROLOGY AND NATIONAL COLLEGE OF CHEST PHYSICIANS INDIA AND THE INDIAN CHEST SOCIETY. | $3,697 |
| Sub-Saharan Africa | 0 | 0 | Program Services | MEETING OF THE FEDERATION OF INTERNATIONAL RESPIRATORY SOCIETIES. | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $6,090,153 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $6,090,153 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHEST FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2595 PATRIOT BLVD | AddressLine1Txt |
| City | GLENVIEW | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 363286520 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $135,500 | CashGrantAmt |
| Purpose Of Grant | Community Service Awards and Grants | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | The College provided a grant to The Chest Foundation, a related tax-exempt organization. The organization monitors the use of the grant funds through management oversight, via a common CEO and Board. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stratton Davies CPA | ||||||||||||||
| CFO | $219,294 | $0 | $16,709 | $0 | $5,456 | $0 | $22,329 | $0 | $15,990 | $0 | $279,778 | $0 | $0 | $0 |
| Steve Welch | ||||||||||||||
| Interim Executive Vice President & CEO | $203,964 | $0 | $17,719 | $0 | $2,651 | $0 | $20,495 | $0 | $11,210 | $0 | $256,039 | $0 | $0 | $0 |
| Paul A Markowski CAE | ||||||||||||||
| Secretary/CEO (Partial Year) | $462,971 | $0 | $66,750 | $0 | $16,676 | $0 | $40,027 | $0 | $11,210 | $0 | $597,634 | $0 | $0 | $0 |
| Nicki Augustyn | ||||||||||||||
| Senior Vice President | $192,248 | $0 | $14,250 | $0 | $940 | $0 | $18,833 | $0 | $4,881 | $0 | $231,152 | $0 | $0 | $0 |
| Nancy MacRae | ||||||||||||||
| Senior Vice President (Partial Year) | $200,000 | $0 | $16,875 | $0 | $2,597 | $0 | $19,518 | $0 | $0 | $0 | $238,990 | $0 | $0 | $0 |
| Sue Reimbold | ||||||||||||||
| Senior Vice President/Executive Director CHEST Foundation | $229,474 | $0 | $20,250 | $0 | $1,692 | $0 | $13,125 | $0 | $15,990 | $0 | $280,531 | $0 | $0 | $0 |
| Robert Musacchio Phd | ||||||||||||||
| Senior Vice President/COO CHEST Enterprises | $171,344 | $0 | $0 | $0 | $2,511 | $0 | $11,067 | $0 | $0 | $0 | $184,922 | $0 | $0 | $0 |
| Chad Jackson | ||||||||||||||
| Senior Director | $137,855 | $0 | $9,213 | $0 | $770 | $0 | $13,574 | $0 | $15,950 | $0 | $177,362 | $0 | $0 | $0 |
| Susan Gripentrog | ||||||||||||||
| Senior Director | $136,185 | $0 | $8,580 | $0 | $3,290 | $0 | $7,987 | $0 | $5,115 | $0 | $161,157 | $0 | $0 | $0 |
| William Rieser | ||||||||||||||
| Director | $138,628 | $0 | $5,122 | $0 | $2,269 | $0 | $12,937 | $0 | $0 | $0 | $158,956 | $0 | $0 | $0 |
| Dr Mark Rosen MD FCCP | ||||||||||||||
| Medical Director | $290,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $290,000 | $0 | $0 | $0 |
| Heather Nash | ||||||||||||||
| Senior Director | $140,011 | $0 | $9,214 | $0 | $920 | $0 | $7,942 | $0 | $8,792 | $0 | $166,879 | $0 | $0 | $0 |
| Megan Schagrin | ||||||||||||||
| Former Senior Vice President | $120,492 | $0 | $0 | $0 | $0 | $0 | $10,074 | $0 | $10,170 | $0 | $140,736 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | The American College of Chest Physicians includes as taxable compensation any health club or social club dues paid on behalf of both interested and non-interested persons. |
| Schedule J, Part I, Line 7 Non-fixed payments | The College Incentive Plan is available to all employees of the College who have met the eligibility requirements and were employed on the last day of the fiscal year. Certain criteria must be met by the College's management and staff prior to the incentive calculation, such as a surplus from operations, meeting strategic and personal goals. Incentive percentages are tiered based an employee's level within the College and are calculated based on the number of strategic and personal goals that are met. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Illinois Finance Authority | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 861091967 | BondIssuerEIN |
| Bond Issued | 2013-03-07 | BondIssuedDt |
| Issue Price | $18,000,000 | IssuePriceAmt |
| Purpose | See description on Part VI | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $0 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $18,000,000 | TotalProceedsAmt |
| In Reserve Fund | $906,854 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $0 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $250,000 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $16,843,146 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2014 | SubstantialCompletionYr |
| Current Refunding | false | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | false | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Total Private Business Use | 0.0 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | false | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | Yes (true) | NoRebateDueInd |
| Variable Rate Issue | Yes (true) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Regulatory Safe Harbor Stsfd | false | RegulatorySafeHarborStsfdInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | false | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I Description of Purpose | The acquisition, design, development, construction, improvement, furnishing and equipping of certain new educational and training facilities, including, without limitation, one or more simulators, an auditorium, classrooms, administrative offices and various other educational and training facilities and including site improvements, landscaping, and improvements to roads, walkways and parking lots, all at 2595 Patriot Blvd, Glenview, Illinois 60026. |
| Schedule K, Part III, Line 9 Written Procedures | The College has a draft form of written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with requirements. Management is in the process of obtaining formal approval. |
| Schedule K, Part IV, Line 7 Written Procedures | The College has a draft form of written procedures to monitor the requirements of Section 148. Management is in the process of obtaining formal approval. |
| Schedule K, Part V Written Procedures | The College has a draft form of written procedures and Management is in the process of obtaining formal approval. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Megan Schagrin CAE CFRE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | Former Senior Vice President, Business Development | RelationshipWithOrgTxt |
| Loan Purpose | Repayment of Tuition | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $44,084 | OriginalPrincipalAmt |
| Balance Due | $33,063 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $33,063 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 306,203 including grants of $)(Revenue $ 2,976,363) LEADERSHIP, NETWORKS, AND MEMBERSHIP: INTERDISCIPLINARY, FOCUSED-INTEREST GROUPS ARE ESTABLISHED TO PROVIDE THE OPPORTUNITY TO FORM A PROFESSIONAL ALLIANCE WITH OTHER MEMBERS OR GROUPS WHO SHARE SIMILAR EXPERTISE AND CONCERNS RELATIVE TO CLINICAL PRACTICE AND/OR COMMUNITY HEALTH ISSUES. |
| Form 990, Part V, Line 1a Filing of 1099's | The number of Forms 1099 reported on Part V, Line 1a include various payments to faculty for honorariums and speaking engagements. These individuals have been appropriately classified as independent contractors rather than employees of the College. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | The organization has the following classes of membership with the right to elect members of the board or regents. There are no other rights granted to these members. Fellow: A physician or other healthcare professional or person holding an advanced degree, who meets such qualifications as established by the board of regents. Fellows shall be entitled to all privileges of the College, including but not limited to, the right to vote at the meetings of Fellows and to hold office. Fellows shall be permitted to use the designation "FCCP". Master Fellow: A Master Fellow shall be a Fellow who meets such qualifications as have been established by the board of regents. A Master Fellow shall have their dues permanently waived, continue to be a Fellow, and shall be permitted to use the designation "Master FCCP". |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | See Narrative for Form 990, Part VI, Section A, Line 6. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | Prior to filing the return with the IRS, a draft of the completed Form 990 is reviewed by the organization's Joint Finance Oversight Committee. Subsequent to the Joint Finance Oversight Committee's review, the completed and final Form 990 is presented to the organization's Board of Directors for review and filed with the IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Annually, the organization distributes an electronic conflict of interest questionnaire to all interested persons to determine if any potential or actual conflict of interest exists. The Ethics Committee reviews each questionnaire electronically submitted by these individuals to determine if any potential or actual conflicts of interest exist and requires the attention of the board. If the board determines that an actual conflict exists, then the interested person with the conflict will recuse him/herself from any related discussion, vote or similar action on the matter. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | For fiscal year 6/30/16 the Compensation Committee compared the compensation for "Disqualified Persons" to that of the "Peer Group" established for the year end 6/30/15. Noting that the compensation for the Disqualified Persons was reasonable. For fiscal year ended 6/30/2015 the Board of Regents of the American College of Chest Physicians (College) engaged an Independent Compensation Consultant to provide consulting advice and market comparability data about the organization's top management, which includes the top management official and all key employees. The independent compensation consultant first determined that the Compensation Committee for the College was independent and free from conflicts of interest. The second step determined the "disqualified persons" and the methodology used to assess reasonableness. This assessment was conducted at the total rewards level and included all compensation components. Westcott Hunter, Inc. obtained external valid comparable market data from published sources for comparable positions, and established a Form 990 peer group of comparable organizations. The third step consisted of reviewing the disqualified individuals and market data; considering management's recommendations for salary increases and incentive awards; then finalizing and approving salary increase and incentive awards for all "disqualified persons". The review process is documented in the compensation committee's minutes. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | The College's Board of Regents determined that the President, President Elect, Immediate Past-President and President Designate shall receive honorariums for the time served in these positions. Similar medical associations were surveyed to determine what board positions in similar associations received honorariums, the amount of time the board members spend on association business and the amount of honorariums they received. Based on the data collected a proposal was made to the the College's board with the related "proposed paid" board positions recusing themselves from the meeting and vote. The board passed the current honorarium structure and reviews the compensation structure on an annual basis. The review process is documented in the compensation committee's minutes. |
| Form 990, Part VI, Line 19 Required documents available to the public | Financial statements, governing documents, and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104. These documents are not available to the public at this time. |
| Form 990, Part IX, Line 11g Other Fees | Commissions - Total Expense: 23425, Program Service Expense: 23425, Management and General Expenses: , Fundraising Expenses: ; Honorarium - Total Expense: 1236479, Program Service Expense: 949144, Management and General Expenses: 287335, Fundraising Expenses: ; Consultants - Total Expense: 2540641, Program Service Expense: 2540641, Management and General Expenses: , Fundraising Expenses: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Loss on swap valuation - -405103; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHEST FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2595 PATRIOT BLVD | AddressLine1Txt |
| City | GLENVIEW | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363286520 | EIN |
| Primary Activities | GRANTMAKING | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3 | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN COLLEGE OF CHEST PHYSICIANS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCP ENTERPRISES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2595 PATRIOT BLVD | AddressLine1Txt |
| City | GLENVIEW | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463025022 | EIN |
| Primary Activities | CREATE AND DELIVER EDUCATIONAL PROGRAMS | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN COLLEGE OF CHEST PHYSICIANS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corporation | EntityTypeTxt |
| Share Of Total Income | $3,555,826 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $895,803 | ShareOfEOYAssetsAmt |
| Ownership | 1.00 | OwnershipPct |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (true) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ACCP ENTERPRISES INC | ||
| A | $538,699 | BOOK |
| ACCP ENTERPRISES INC | ||
| F | $30,999 | BOOK |