AFS-USA INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- AFS-USA INC (EIN 39-1711417)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-07
- IRS object ID
- 201712509349301121
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-07T16:06:53-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 4TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391711417 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AFS-USA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JORGE CASTRO | InCareOfNm |
| Business Name Control | AFS- | BusinessNameControlTxt |
| Phone | 2122999000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 Wall Street Suite 4th Flr | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JORGE CASTRO | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2125990100 | PhoneNum |
| Signature | 2017-09-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Qi Wen Liang | PreparerPersonNm |
| PTIN | P01270238 | PTIN |
| Phone | 2125990100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.84.128.189 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26377520172505000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-09-07 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7049FCAF7611D5B16D724C565F35D252E0C1D29B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 11287C74267655FF95B5E0479389666B40782712 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JORGE CASTRO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 Wall Street | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $37,433,226 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AFSUSA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | AFS-USA WORKS TOWARD A MORE JUST AND PEACEFUL WORLD BY PROVIDING INTERNATIONAL AND INTERCULTURAL EXPERIENCES TO INDIVIDUALS THROUGH A GLOBAL VOLUNTEER PARTNERSHIP. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 320 | TotalEmployeeCnt |
| Total Volunteers | 4461 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $14,715,972 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,141,979 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,216,190 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $21,412,531 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,813 | PYInvestmentIncomeAmt |
| CY Investment Income | -$10,331 | CYInvestmentIncomeAmt |
| PY Other Revenue | $296,295 | PYOtherRevenueAmt |
| CY Other Revenue | $300,111 | CYOtherRevenueAmt |
| PY Total Revenue | $38,231,270 | PYTotalRevenueAmt |
| CY Total Revenue | $35,844,290 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,867,364 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,808,085 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,649,892 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,216,486 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $119,609 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $125,344 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,445,110 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,792,885 | PYOtherExpensesAmt |
| CY Other Expenses | $19,816,053 | CYOtherExpensesAmt |
| PY Total Expenses | $38,429,750 | PYTotalExpensesAmt |
| CY Total Expenses | $35,965,968 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$198,480 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$121,678 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,755,376 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,387,171 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,043,778 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,414,854 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,711,598 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,972,317 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AFS-USA WORKS TOWARD A MORE JUST AND PEACEFUL WORLD BY PROVIDING INTERNATIONAL AND INTERCULTURAL LEARNING EXPERIENCES TO INDIVIDUALS, FAMILIES, SCHOOLS AND COMMUNITIES THROUGH A GLOBAL VOLUNTEER PARTNERSHIP. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $28,627,689 | ExpenseAmt |
| Grant | $2,808,085 | GrantAmt |
| Revenue | $21,412,531 | RevenueAmt |
| Desc | AFS-USA PROMOTES INTERCULTURAL LEARNING THROUGH WORLDWIDE EXCHANGE PROGRAMS FOR STUDENTS AND PROFESSIONALS. IN SO DOING, IT RELIES ON VOLUNTEERS IN THE UNITED STATES TO BE HOST FAMILIES AND SUPPORT AFS PARTICIPANTS, AND ON THE AMERICAN SCHOOL SYSTEM TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR PARTICIPANTS. AFS-USA SENT 934 PARTICIPANTS ABROAD IN 2016. FOR AMERICANS GOING ABROAD, AFS-USA OFFERS SCHOOL YEAR, SEMESTER, SUMMER AND A GROWING NUMBER OF SHORT OR CUSTOMIZED PROGRAMS. FROM THE PARTICIPANT FEES IT COLLECTS, AFS-USA PROVIDES SELECTION, ORIENTATION, INTERNATIONAL TRAVEL, AND LIAISON WITH AFS OFFICES ABROAD DURING THE PROGRAM. AFS-USA ALSO HOSTS PARTICIPANTS FROM OTHER COUNTRIES ON PROGRAMS OF VARYING LENGTHS, INCLUDING SCHOOL YEAR, SEMESTER OR PROGRAMS OF SHORTER DURATION. AFS-USA HOSTED 2,345 PARTICIPANTS FROM ABROAD IN 2016. IN HOSTING, IT COLLECTS A TRANSFER FEE FROM THE SENDING AFS ORGANIZATION AND PROVIDES SERVICES SUCH AS FINDING HOST FAMILIES, PROVIDING ORIENTATIONS, ARRANGING DOMESTIC TRAVEL, AND OFFERING COUNSELING SUPPORT DURING THE STAY. PARTICIPATING CHAPTERS ARE AFFILIATED COMMUNITY-BASED ORGANIZATIONS THAT MAY ENGAGE IN FUND-RAISING ACTIVITIES, SPONSOR STUDENTS GOING ABROAD, AND SUPPORT HOST FAMILIES AND HOSTED STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,918,516 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | VOLUNTEER ACTIVITIES - AFS-USA HAS A NETWORK OF MORE THAN 4,461 U.S. VOLUNTEERS WHO SUPPORT INTERNATIONAL STUDENTS AND THEIR HOST FAMILIES, SUPPORT U.S. STUDENTS WHO WANT TO STUDY ABROAD AND THEIR FAMILIES AND WORK WITH EDUCATORS, COMMUNITY LEADERS AND OTHERS THROUGH ACTIVITIES IN HIGH SCHOOLS AND IN THE COMMUNITY. VOLUNTEERS INCREASE AWARENESS FOR AFS PROGRAMS AND THE NEED FOR AMERICANS TO SUPPORT INTERNATIONAL EDUCATION AND INTERCULTURAL LEARNING AS A WAY TO FULFILL THE AFS MISSION OF HELPING TO BUILD A MORE JUST AND PEACEFUL WORLD. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $32,546,205 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 79 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 320 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JORGE CASTRO | PersonNm |
| Phone | 6467512001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 WALL STREET | AddressLine1Txt |
| City | th Flr | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| William A Eaton | ||||||||
| Chair | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Anne Herendeen | ||||||||
| Vice Chair | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Joan Siegel | ||||||||
| Secretary | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Allen Clutter | ||||||||
| Treasurer | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Lauren Berry | ||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Emily Betz-Close | ||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Diana Deem | ||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Emre Evren | ||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jean Frazier | ||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jed Hepworth | ||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Laura Legel | ||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Eric Lomeli | ||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Debra Maly | ||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Kathleen McNabb Thru 62016 | ||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Krishen Mehta | ||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Damian Pisanelli Thru 62016 | ||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Thomas Robertson | ||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Bob Stableski | ||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Matt Van Steenwyk | ||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Amber Wessels | ||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Wim Wiewel | ||||||||
| Board Member | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jorge Castro | ||||||||
| President | 35.0 | 0.0 | Yes (X) | $243,171 | $0 | $20,171 | ||
| Susan Goldberg | ||||||||
| Chief Financial Officer | 35.0 | 0.0 | Yes (X) | $174,119 | $0 | $20,135 | ||
| Kerry McCollum Thru 22016 | ||||||||
| Secy/Chief Org Development | 35.0 | 0.0 | Yes (X) | $20,184 | $0 | $2,730 | ||
| Tara Hofmann | ||||||||
| Chief Operation/Org Dev Office | 35.0 | 0.0 | $169,459 | $0 | $25,109 | Yes (X) | ||
| Marlene Baker | ||||||||
| Chief Ext Rel/Communication | 35.0 | 0.0 | $170,279 | $0 | $25,230 | Yes (X) | ||
| Keri Dooley | ||||||||
| Chief Govt Relations | 35.0 | 0.0 | $175,183 | $0 | $14,905 | Yes (X) | ||
| John Duban | ||||||||
| Chief Mkt/Field Oper Officer | 35.0 | 0.0 | $147,283 | $0 | $3,523 | Yes (X) | ||
| Kristen Bates | ||||||||
| Vol. Dev/Participant Support | 35.0 | 0.0 | $126,337 | $0 | $16,002 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,226,015 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $127,805 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Grant Thornton LLP | |||||
| 757 THIRD AVE | NEW YORK | NY | 10017 | AUDITING | $255,394 |
| CANON BUSINESS PROCESS SERVICES IN | |||||
| 12534 collections center Drive | CHICAGO | IL | 60693 | Printing & Lease | $128,129 |
| BRIAN GOLDSTON INC | |||||
| 366 BROADWAY 8A | NEW YORK | NY | 10013 | IT Consulting | $125,000 |
| Lautman Maska Neill and Company | |||||
| 1730 Rhode island Avenue NW Suite | WASHINGTON | DC | 20036 | FUNDRAISING CONSULT. | $108,124 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $10,926,648 | GovernmentGrantsAmt |
| All Other Contributions | $3,215,331 | AllOtherContributionsAmt |
| Noncash Contributions | $47,062 | NoncashContributionsAmt |
| Total Contributions | $14,141,979 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PARTICIPANT FEES | 611710 | $8,247,924 | $8,247,924 |
| HOSTING TRANSFER FEES | 611710 | $13,164,607 | $13,164,607 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $21,412,531 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $128,670 | TotalRevenueColumnAmt |
| Exclusion | $128,670 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,435,497 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,574,498 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$139,001 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$139,001 | TotalRevenueColumnAmt |
| Exclusion | -$139,001 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $10,859 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $14,438 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,579 | TotalRevenueColumnAmt |
| Exclusion | -$3,579 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| LOCAL COMMUNITY EVENTS | 900099 | $207,860 | $207,860 |
| TRAVEL REBATES | 900099 | $32,927 | $32,927 |
| OTHER FEE REVENUE | 900099 | $60,462 | $60,462 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,441 | TotalRevenueColumnAmt |
| Exclusion | $2,441 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $303,690 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,844,290 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,412,531 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $289,780 | 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 | $573,113 | TotalAmt |
| Program Services | $573,113 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,234,972 | TotalAmt |
| Program Services | $2,234,972 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $675,918 | TotalAmt |
| Program Services | $545,976 | ProgramServicesAmt |
| Management And General | $71,816 | ManagementAndGeneralAmt |
| Fundraising | $58,126 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,980,272 | TotalAmt |
| Program Services | $9,182,757 | ProgramServicesAmt |
| Management And General | $291,622 | ManagementAndGeneralAmt |
| Fundraising | $505,893 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,445 | TotalAmt |
| Program Services | $367,122 | ProgramServicesAmt |
| Management And General | $17,194 | ManagementAndGeneralAmt |
| Fundraising | $21,129 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,287,399 | TotalAmt |
| Program Services | $1,204,673 | ProgramServicesAmt |
| Management And General | $9,669 | ManagementAndGeneralAmt |
| Fundraising | $73,057 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $867,452 | TotalAmt |
| Program Services | $777,545 | ProgramServicesAmt |
| Management And General | $45,649 | ManagementAndGeneralAmt |
| Fundraising | $44,258 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,506 | TotalAmt |
| Program Services | $36,430 | ProgramServicesAmt |
| Management And General | $9,966 | ManagementAndGeneralAmt |
| Fundraising | $1,110 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,032 | TotalAmt |
| Program Services | $164,090 | ProgramServicesAmt |
| Management And General | $90,834 | ManagementAndGeneralAmt |
| Fundraising | $12,108 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,000 | TotalAmt |
| Program Services | $27,000 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,344 | TotalAmt |
| Fundraising | $125,344 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,055 | TotalAmt |
| Management And General | $39,055 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $887,711 | TotalAmt |
| Program Services | $545,020 | ProgramServicesAmt |
| Management And General | $137,053 | ManagementAndGeneralAmt |
| Fundraising | $205,638 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,955 | TotalAmt |
| Program Services | $131,626 | ProgramServicesAmt |
| Fundraising | $32,329 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,651 | TotalAmt |
| Program Services | $170,440 | ProgramServicesAmt |
| Management And General | $4,089 | ManagementAndGeneralAmt |
| Fundraising | $121,122 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,854 | TotalAmt |
| Program Services | $346,930 | ProgramServicesAmt |
| Management And General | $37,842 | ManagementAndGeneralAmt |
| Fundraising | $6,082 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,651,172 | TotalAmt |
| Program Services | $1,454,702 | ProgramServicesAmt |
| Management And General | $74,679 | ManagementAndGeneralAmt |
| Fundraising | $121,791 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,723,965 | TotalAmt |
| Program Services | $1,641,458 | ProgramServicesAmt |
| Management And General | $61,404 | ManagementAndGeneralAmt |
| Fundraising | $21,103 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,324 | TotalAmt |
| Program Services | $129,877 | ProgramServicesAmt |
| Management And General | $15,180 | ManagementAndGeneralAmt |
| Fundraising | $6,267 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,112 | TotalAmt |
| Program Services | $1,562 | ProgramServicesAmt |
| Management And General | $231,224 | ManagementAndGeneralAmt |
| Fundraising | $19,326 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $639,564 | TotalAmt |
| Management And General | $639,564 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,726 | TotalAmt |
| Management And General | $19,726 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PARTICIPANT-RELATED EXPENSES | $6,772,990 | $6,772,990 | ||
| TRANSFER FEES | $5,583,963 | $5,583,963 | ||
| EQUIPMENT PURCHASES | $315,755 | $239,877 | $43,508 | $32,370 |
| PRINTING AND PUBLICATIONS | $110,075 | $94,756 | $1,758 | $13,561 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $476,643 | TotalAmt |
| Program Services | $319,326 | ProgramServicesAmt |
| Management And General | $132,821 | ManagementAndGeneralAmt |
| Fundraising | $24,496 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,965,968 | TotalAmt |
| Program Services | $32,546,205 | ProgramServicesAmt |
| Management And General | $1,974,653 | ManagementAndGeneralAmt |
| Fundraising | $1,445,110 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,311,808 | BOYAmt |
| EOY | $6,424,637 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,016,267 | BOYAmt |
| EOY | $975,342 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,037,888 | BOYAmt |
| EOY | $2,524,666 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,956 | BOYAmt |
| EOY | $112,083 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,608 | BOYAmt |
| EOY | $74,100 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,573 | BOYAmt |
| EOY | $170,394 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,981,509 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,624,225 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,704,710 | BOYAmt |
| EOY | $1,357,284 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,251,147 | BOYAmt |
| EOY | $5,805,460 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $924,419 | BOYAmt |
| EOY | $943,205 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,755,376 | BOYAmt |
| EOY | $18,387,171 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,387,591 | BOYAmt |
| EOY | $4,054,954 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $954,055 | BOYAmt |
| EOY | $826,305 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $695,460 | BOYAmt |
| EOY | $527,912 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,672 | BOYAmt |
| EOY | $5,683 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,043,778 | BOYAmt |
| EOY | $5,414,854 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,340,615 | BOYAmt |
| EOY | $6,222,893 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,588,995 | BOYAmt |
| EOY | $1,731,666 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,781,988 | BOYAmt |
| EOY | $5,017,758 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,711,598 | BOYAmt |
| EOY | $12,972,317 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,755,376 | BOYAmt |
| EOY | $18,387,171 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$121,678 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $363,127 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $19,270 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
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 | $16,694,448 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,437,314 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,485,272 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,715,972 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,141,979 | CurrentTaxYearAmt |
| Total | $79,474,985 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,502,367 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,268,481 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,035,864 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,216,190 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,412,531 | CurrentTaxYearAmt |
| Total | $105,435,433 | 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 | $35,196,815 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,705,795 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,521,136 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,932,162 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,554,510 | CurrentTaxYearAmt |
| Total | $184,910,418 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66,465 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74,695 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,012 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $83,982 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,425 | CurrentTaxYearAmt |
| Total | $398,579 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66,465 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74,695 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,012 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $83,982 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,425 | CurrentTaxYearAmt |
| Total | $398,579 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $184,511,839 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $168,139 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $179,878 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $166,287 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $139,487 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $128,670 | CurrentTaxYearAmt |
| Total | $782,461 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $168,139 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $179,878 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $166,287 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $139,487 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $128,670 | CurrentTaxYearAmt |
| Total | $782,461 | 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 | $126,320 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $87,211 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $255,310 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $297,959 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $314,549 | CurrentTaxYearAmt |
| Total | $1,081,349 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,491,274 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,972,884 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,942,733 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,369,608 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,997,729 | CurrentTaxYearAmt |
| Total | $186,774,228 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98789 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98911 | PublicSupportPY509Pct |
| Investment Income CY | 0.00419 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00443 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $27,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $27,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $35,938,968 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $35,965,968 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $24,300 | CurrentYearMinus3Amt |
| Current Year Minus2 | $24,400 | CurrentYearMinus2Amt |
| Current Year Minus1 | $33,700 | CurrentYearMinus1Amt |
| Current Year | $27,000 | CurrentYearAmt |
| Total | $109,400 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Total | $0 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,557,247 | BeginningYearBalanceAmt |
| Contributions | $216,500 | ContributionsAmt |
| Investment Earnings Or Losses | $274,966 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $460,468 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $32,052 | AdministrativeExpensesAmt |
| End Year Balance | $5,556,193 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,678,736 | BeginningYearBalanceAmt |
| Contributions | $68,450 | ContributionsAmt |
| Investment Earnings Or Losses | -$23,759 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $132,112 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $34,068 | AdministrativeExpensesAmt |
| End Year Balance | $5,557,247 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,750,151 | BeginningYearBalanceAmt |
| Contributions | $381,682 | ContributionsAmt |
| Investment Earnings Or Losses | $81,657 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $516,278 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $18,476 | AdministrativeExpensesAmt |
| End Year Balance | $5,678,736 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,677,966 | BeginningYearBalanceAmt |
| Contributions | $262,792 | ContributionsAmt |
| Investment Earnings Or Losses | -$41,247 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $125,276 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $24,084 | AdministrativeExpensesAmt |
| End Year Balance | $5,750,151 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,499,319 | BeginningYearBalanceAmt |
| Contributions | $189,308 | ContributionsAmt |
| Investment Earnings Or Losses | $140,464 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $136,127 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,999 | OtherExpendituresAmt |
| End Year Balance | $5,677,965 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.12410 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.70530 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17060 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $191,364 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,894 | DepreciationAmt |
| Book Value | $159,470 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,827,449 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,250,751 | DepreciationAmt |
| Book Value | $576,698 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $962,696 | OtherCostOrOtherBasisAmt |
| Depreciation | $341,580 | DepreciationAmt |
| Book Value | $621,116 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,357,284 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEF. INT. IN PERPETUAL TRUST | $806,288 |
| DEPOSITS | $136,917 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $943,205 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY OBLIGATION | Desc |
| Amt | $5,683 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,683 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $34,832,651 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $363,127 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $472,196 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $33,708 | OtherRevenueAmt |
| Revenue Not Reported | $869,031 | RevenueNotReportedAmt |
| Revenue Subtotal | $33,963,620 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $39,055 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,841,615 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,880,670 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $35,844,290 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $34,571,932 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $472,196 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $14,438 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $486,634 | ExpensesNotReportedAmt |
| Expenses Subtotal | $34,085,298 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $39,055 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,841,615 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,880,670 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $35,965,968 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Endowment Fund | FORM 990, SCHEDULE D, PART V The purpose of AFS-USA's endowment fund is primarily to provide support for the organization's sending and hosting programs. The Board of Directors has approved an annual spending rate of 3% of the permanently restricted endowment balance. In addition, the Board of Directors may approve additional appropriations above the 3% spending rate when deemed necessary. The board-designated fund is made up of numerous unrestricted bequests, as well as some defunct chapter proceeds. Amounts are appropriated by the Board of Directors as deemed necessary. |
| LIABILITY FOR UNCERTAIN TAX POSITION | FORM 990, SCHEDULE D, PART X, LINE 2 AFS-USA is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code and has been classified as a publicly supported charitable organization under Section 509(a)(2) of the Code and qualifies for the maximum charitable contribution deduction by donors. Contributions to AFS-USA are tax deductible within the limitations prescribed by the Code. AFS-USA is also exempt from state and local taxes under similar statutes. Accounting for uncertainty in tax positions taken or expected to be taken in a tax return, including issues relating to financial statement recognition and measurement, provides that the tax effects from an uncertain tax position can be recognized in the financial statements only if the position is "more-likely-than-not" to be sustained if the position were to be challenged by a taxing authority. The assessment of the tax position is based solely on the technical merits of the position, without regard to the likelihood that the tax position may be challenged. AFS-USA is exempt from income tax under the Code, however, is subject to tax on income unrelated to its exempt purposes, unless that income is otherwise excluded under the Code. Management believes that there are no uncertain tax positions within its financial statements. |
| RECONCILIATION OF REVENUE PER audited financial statements WITH REVENUE | PER RETURN FORM 990, SCHEDULE D, PART XI, LINE 2D CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST - $ 19,270 RECLASS OF COST OF GOODS SOLD - $ 14,438 --------- Total $ 33,708 ========= |
| FORM 990, SCHEDULE D, PART XI, LINE 4B | RECLASS OF SCHOLARSHIP EXPENSE - $1,841,615 |
| RECONCILIATION of expense PER audited financial statements | with expense PER RETURN FORM 990, SCHEDULE D, PART XII, LINE 2D RECLASS OF COST OF GOODS SOLD - $14,438 FORM 990, SCHEDULE D, PART XII, LINE 4B RECLASS OF SCHOLARSHIP EXPENSE - $1,841,615 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 2 | 25 | Program Services | Transfer fees | $118,963 |
| East Asia and the Pacific | 9 | 186 | Program Services | Transfer fees | $1,681,647 |
| Europe (Including Iceland and Greenland) | 25 | 423 | Program Services | Transfer fees | $1,635,838 |
| Middle East and North Africa | 2 | 14 | Program Services | Transfer fees | $467,813 |
| Russia and the Newly Independent States | 1 | 15 | Program Services | Transfer fees | $120,400 |
| South America | 7 | 105 | Program Services | Transfer fees | $294,637 |
| South Asia | 1 | 18 | Program Services | Transfer fees | $352,415 |
| Sub-Saharan Africa | 8 | 61 | Program Services | Transfer fees | $903,250 |
| North America | 1 | 11 | Program Services | Transfer fees | $9,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 56 | SubtotalOfficesCnt |
| Subtotal Employees | 858 | SubtotalEmployeesCnt |
| Total Office | 56 | TotalOfficeCnt |
| Total Employee | 858 | TotalEmployeeCnt |
| Subtotal Spent | $5,583,963 | SubtotalSpentAmt |
| Total Spent | $5,583,963 | 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 G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| ARIA COMMUNICATION | ||||||||
| 717 WEST ST GERMAIN STREET | ST CLOUD | MN | 56301 | Tele- Marketing | false | $21,080 | $17,220 | $3,860 |
| LAUTMAN MASKA NEILL AND COMPANY | ||||||||
| 1730 RHODE ISLAND AVENUE NW SUITE | WASHINGTON | DC | 20036 | CONSULTING | false | $449,176 | $108,124 | $341,052 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $470,256 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $125,344 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $344,912 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| IOWA RESOURCE FOR INTERNATIONAL SERVICE | |||||||
| 600 FIFTH STREET SUITE 301 | AMES | IA | 50010 | 421394408 | 501(C)(3) | $268,549 | Program Activity |
| SANDY SPRING FRIENDS SCHOOL | |||||||
| 16923 NORWOOD ROAD | SANDY SPRING | MD | 20860 | 520734979 | 501(C)(3) | $194,000 | Program Activity |
| LINGUA SERVICE WORLDWIDE | |||||||
| 7 FAITH LANE | DANBURY | CT | 06810 | 133927857 | 501(C)(3) | $96,364 | Program Activity |
| I'ntl Partnership for Service-Learning | |||||||
| 4110 HAWTHORNE BLVD 200 | PORTLAND | OR | 97214 | 352452333 | $13,800 | Program Activity | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 393 | $1,841,615 |
| STIPENDS | 455 | $393,357 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHOLARSHIPS AND STIPENDS | FormAndLineReferenceDesc |
| Explanation | Form 990, Schedule I, Part I, Line 2 AFS-USA, INC. awards hosting scholarships to its network partners, generally based on donor stipulations. AFS-USA, INC. monitors grantee expenses to ensure that they are allowable under A-122 guidelines. In addition, all grantees must provide signed certifications that the expenses are true and conform to donor conditions. In addition, AFS-USA, INC. closely manages its sub-awardees' program activities by holding weekly meetings and by conducting annual site visits. The purpose of the site visits is for AFS-USA, INC. program directors to: (1) meet a minimum of 20% of the sub-awardees' program participants, and (2) meet with sub-awardee staff and local coordinators to discuss programmatic or financial issues that may arise during program delivery. Finally, we conduct thorough reviews of sub-grantee budgets and budget narratives and ensure that all sub-grantee billings are reasonable and well documented. SCHOLARSHIPS - AFS-USA, Inc. awards scholarships in the form of fee reductions to participants in AFS programs. There is generally no direct monetary award to the participant so there is no need to monitor use of the funds. Stipends - in addition to scholarships, AFS-USA, Inc. also provides assistance in the form of monthly stipends to participants in certain government grant funded programs. These stipends, which are stipulated as part of the government grant award, are intended to help the participants defray day-to-day expenses while participating in the program. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jorge Castro | ||||||||||||||
| President | $240,911 | $0 | $0 | $0 | $2,260 | $0 | $18,373 | $0 | $1,798 | $0 | $263,342 | $0 | $0 | $0 |
| Susan Goldberg | ||||||||||||||
| Chief Financial Officer | $171,664 | $0 | $0 | $0 | $2,455 | $0 | $12,440 | $0 | $8,475 | $0 | $195,034 | $0 | $0 | $0 |
| Tara Hofmann | ||||||||||||||
| Chief Operation/Org Dev Office | $168,603 | $0 | $0 | $0 | $856 | $0 | $13,574 | $0 | $11,535 | $0 | $194,568 | $0 | $0 | $0 |
| Marlene Baker | ||||||||||||||
| Chief Ext Rel/Communication | $167,824 | $0 | $0 | $0 | $2,455 | $0 | $13,695 | $0 | $12,315 | $0 | $196,289 | $0 | $0 | $0 |
| Keri Dooley | ||||||||||||||
| Chief Govt Relations | $174,625 | $0 | $0 | $0 | $558 | $0 | $13,300 | $0 | $2,145 | $0 | $190,628 | $0 | $0 | $0 |
| John Duban | ||||||||||||||
| Chief Mkt/Field Oper Officer | $146,593 | $0 | $0 | $0 | $690 | $0 | $0 | $0 | $3,523 | $0 | $150,806 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $47,062 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE M, PART I, column B | FormAndLineReferenceDesc |
| Explanation | AFS-USA, Inc. is reporting the number of contributions received. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 990 Review Process | Form 990, Part VI, section B, Line 11b THE ORGANIZATION'S FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. ONCE THE DRAFT OF THE 990 HAS BEEN VETTED AND APPROVED BY RESPONSIBLE STAFF MEMBERS, IT IS REVIEWED BY MEMBERS OF THE AUDIT AND FINANCE COMMITTEES OF THE BOARD. ANY REQUIRED UPDATES ARE MADE PRIOR TO FILING THE RETURN. THE FINAL VERSION OF THE IRS FORM 990 AND SUPPORTING SCHEDULES ARE DISTRIBUTED TO EACH MEMBER OF THE AFS-USA'S BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. |
| CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT | FORM 990, Part VI, Section B, Line 12 THE BOARD AUDIT COMMITTEE RECEIVES A SIGNED CONFLICT OF INTEREST STATEMENT FROM EACH BOARD MEMBER AND KEY EMPLOYEE ANNUALLY. THESE FORMS ARE THEN REVIEWED BY THE AUDIT COMMITTEE. IF THE COMMITTEE DEEMS THAT A POTENTIAL CONFLICT EXISTS, THE MATTER IS REFERRED TO THE FULL BOARD. IF THE BOARD DETERMINES THAT THERE IS A BONA FIDE CONFLICT, THE CONFLICTED PARTY MUST BE RECUSED FROM ANY DISCUSSION AND/OR VOTE ON THE MATTER. |
| PROCESS OF DETERMINING COMPENSATION | FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS INSTITUTED A PROCESS TO REVIEW THE COMPENSATION PAID TO ITS OFFICERS AND KEY personnel AND FOLLOWS THE REBUTTABLE PRESUMPTION RULES OF TREAS REG 53.4958-6. THE ORGANIZATION'S POLICY IS TO CONDUCT A BIANNUAL ANALYSIS OF LIKE POSITIONS AT COMPARABLE ORGANIZATIONS. SUCH INFORMATION IS CONSIDERED WHEN DETERMINING THE COMPENSATION FOR THOSE STAFF MEMBERS THAT HAVE BEEN IDENTIFIED AS DISQUALIFIED PERSONS. THE COMPENSATION FOR THE PRESIDENT IS DETERMINED IN ACCORDANCE WITH RECOMMENDATIONS OF THE COMPENSATION CONSULTING FIRM HIRED BY THE ORGANIZATION AND IS APPROVED BY THE BOARD OF DIRECTORS IN EXECUTIVE SESSION. THE COMPENSATION OF THE CFO IS ALSO DETERMINED IN ACCORDANCE WITH THE RECOMMENDATIONS OF THE COMPENSATION CONSULTING FIRM AND IS APPROVED BY THE PRESIDENT. RECOMMENDED COMPENSATION OF ALL OTHER KEY EMPLOYEES IS APPROVED BY THE PRESIDENT. CONTEMPORANEOUS RECORDS OF COMPENSATION DETERMINATIONS ARE RECORDED IN THE ONLINE HR SYSTEM AND PLACED IN THE INDIVIDUAL STAFF MEMBER'S HR FILE. THE HIRING MANAGER PROPOSES THE SALARY FOR ALL NEW HIRES IN ACCORDANCE WITH THE SALARY GRADE AND RANGE FOR THE POSITION. ALL SALARIES ARE THEN APPROVED BY THE HR DIRECTOR AND THE CFO. |
| Availability of documents to the public | FORM 990, Part VI, Section C, Line 19 AFS-USA, PUBLISHES ITS ANNUAL AUDIT REPORT, FORM 990, ANNUAL REPORT, AND SECTION 501(C)(3) IRS DETERMINATION LETTER ON ITS WEBSITE. THE CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE TO THE PUBLIC. |
| participant-related expenses | Form 990, Part IX, line 24a Participant-related expenses are comprised of: Travel and orientation expenses of $4,738,000; tuition costs of $406,139; network management fees of $439,558; Insurance of $506,351. The remaining balance consists of a variety of smaller miscellaneous expenses. |
| Form 990, Part XI, Line 9 | other changes in net assets: change in beneficial interest in perpetual trust: $19,270 |