NATIONAL FOUNDATION FOR INFECTIOUS DISEASES: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL FOUNDATION FOR INFECTIOUS DISEASES (EIN 23-7198530)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-02-17
- IRS object ID
- 201740489349300244
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-17T19:29:37-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043603637 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC BOLIN CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6110 EXECUTIVE BLVD STE 232 | AddressLine1Txt |
| City | Rockville | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237198530 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATL FOUNDATION FOR INFECTIOUS DIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATL | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7201 Wisconsin Ave | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marla Dalton PE CAE | PersonNm |
| Person Title | Executive Direc | PersonTitleTxt |
| Phone | 3016560003 | PhoneNum |
| Signature | 2016-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC BOLIN | PreparerPersonNm |
| PTIN | P00640152 | PTIN |
| Phone | 3018169446 | PhoneNum |
| Preparation | 2017-02-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Patrick Joseph MD | PrincipalOfficerNm |
| Gross Receipts | $2,896,264 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.nfid.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | EDUCATE THE PUBLIC AND HEALTHCARE PROFESSIONALS ABOUT THE CAUSES, TREATMENT, AND PREVENTION OF INFECTIOUS DISEASES ACROSS THE LIFESPAN | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,624,496 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,872,387 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $294,588 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $325,945 | CYProgramServiceRevenueAmt |
| PY Investment Income | $741,882 | PYInvestmentIncomeAmt |
| CY Investment Income | $585,009 | CYInvestmentIncomeAmt |
| PY Other Revenue | $48,849 | PYOtherRevenueAmt |
| CY Other Revenue | $34,918 | CYOtherRevenueAmt |
| PY Total Revenue | $2,709,815 | PYTotalRevenueAmt |
| CY Total Revenue | $2,818,259 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $197,735 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $316,009 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $66,305 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,420,757 | PYOtherExpensesAmt |
| CY Other Expenses | $2,294,181 | CYOtherExpensesAmt |
| PY Total Expenses | $2,618,492 | PYTotalExpensesAmt |
| CY Total Expenses | $2,610,190 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $91,323 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $208,069 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,673,378 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,270,185 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $54,182 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $132,879 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,619,196 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,137,306 | NetAssetsOrFundBalancesEOYAmt |
| Mission | EDUCATE THE PUBLIC AND HEALTHCARE PROFESSIONALS ABOUT THE CAUSES, TREATMENT, AND PREVENTION OF INFECTIOUS DISEASES ACROSS THE LIFESPAN | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,308,747 | ExpenseAmt |
| Desc | PROFESSIONAL EDUCATION: PROVIDE EDUCATION TO HEALTHCARE PROFESSIONALS REGARDING CAUSES, TREATMENT, AND PREVENTION OF INFECTIOUS DISEASES ACROSS THE LIFESPAN | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $789,599 | ExpenseAmt |
| Desc | PUBLIC EDUCATION: PROVIDE INFORMATION TO THE PUBLICREGARDING CAUSES, TREATMENT, AND PREVENTION OFINFECTIOUS DISEASES ACROSS THE LIFESPAN | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,098,346 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marla Dalton PE CAE | PersonNm |
| Phone | 3016560003 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7201 Wisconsin Ave | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Carol Baker | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Joseph A Bocchini Jr | |||||||||
| Vice-President | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Ruth M Carrico | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard J Duma | |||||||||
| Director Emeritus | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| George M Eliopoulos | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey Engel | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael D Hogue PharmD BCPS | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Patrick Joseph | |||||||||
| President | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Lonnie J King DVM MS | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| William Ledger | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Walter A Orenstein | |||||||||
| Pres Elect | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Georges Peter | |||||||||
| Treasurer | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Kevin Rooney | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Patricia Stinchfield RN MS CPNP | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| H B Keipp Talbot MD MPH | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Cynthia Whitney MD MPH | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Patricia N Whitley-Williams | |||||||||
| Secretary | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Thomas File Jr | |||||||||
| Past President | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| William Schaffner | |||||||||
| Medical Director | 8.00 | 0.00 | $55,000 | $0 | $0 | Yes (X) | |||
| Marla Dalton PE CAE | |||||||||
| Executive Director | 40.00 | 0.00 | $213,900 | $0 | $17,080 | Yes (X) | |||
| Sharon Cooper-Kerr | |||||||||
| Program Manager | 40.00 | 0.00 | $119,350 | $0 | $9,791 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $388,250 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $26,871 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEMBIC UNITED | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 139 FIFTH AVE | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LOGISTICAL SUPPORT | ServicesDesc |
| Compensation | $613,720 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,872,387 | AllOtherContributionsAmt |
| Total Contributions | $1,872,387 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CME Courses | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $325,945 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $325,945 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $325,945 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $360,647 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $360,647 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $224,362 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $224,362 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $224,362 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $224,362 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $108,223 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $78,005 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,218 | TotalRevenueColumnAmt |
| Exclusion | $30,218 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,700 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,700 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,700 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,818,259 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $915,654 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $30,218 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,990 | TotalAmt |
| Management And General | $77,424 | ManagementAndGeneralAmt |
| Fundraising | $9,566 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,551 | TotalAmt |
| Management And General | $197,551 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,350 | TotalAmt |
| Management And General | $9,350 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,102 | TotalAmt |
| Management And General | $15,102 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,016 | TotalAmt |
| Management And General | $7,016 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,379 | TotalAmt |
| Management And General | $10,379 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,015 | TotalAmt |
| Management And General | $7,015 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,476 | TotalAmt |
| Management And General | $21,476 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,413 | TotalAmt |
| Management And General | $2,006 | ManagementAndGeneralAmt |
| Fundraising | $20,407 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,868 | TotalAmt |
| Management And General | $34,536 | ManagementAndGeneralAmt |
| Fundraising | $36,332 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,212 | TotalAmt |
| Management And General | $19,212 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,584 | TotalAmt |
| Management And General | $40,584 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,888 | TotalAmt |
| Management And General | $3,888 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| EDUCAT CONFS PROF SVCS | $1,308,747 | $1,308,747 |
| PUBLIC EDUC PROGRAMS | $789,599 | $789,599 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,610,190 | TotalAmt |
| Program Services | $2,098,346 | ProgramServicesAmt |
| Management And General | $445,539 | ManagementAndGeneralAmt |
| Fundraising | $66,305 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,843,577 | BOYAmt |
| EOY | $1,639,490 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $23,250 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $79,845 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $65,492 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,725 | BOYAmt |
| EOY | $14,353 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,806,331 | BOYAmt |
| EOY | $12,584,347 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,745 | BOYAmt |
| EOY | $8,745 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,673,378 | BOYAmt |
| EOY | $14,270,185 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,182 | BOYAmt |
| EOY | $132,879 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,182 | BOYAmt |
| EOY | $132,879 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,454,196 | BOYAmt |
| EOY | $13,510,366 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,000 | BOYAmt |
| EOY | $626,940 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,619,196 | BOYAmt |
| EOY | $14,137,306 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,673,378 | BOYAmt |
| EOY | $14,270,185 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $208,069 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$689,959 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,934,057 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,043,017 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,585,669 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,624,496 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,892,630 | CurrentTaxYearAmt |
| Total | $12,079,869 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,934,057 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,043,017 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,585,669 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,624,496 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,892,630 | CurrentTaxYearAmt |
| Total | $12,079,869 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,891,078 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,188,791 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $335,005 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $231,008 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $355,038 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $343,067 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $360,647 | CurrentTaxYearAmt |
| Total | $1,624,765 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $188,830 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $601,355 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $398,815 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $224,362 | CurrentTaxYearAmt |
| Total | $1,413,362 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,117,996 | TotalSupportAmt |
| Public Support CY170 | 0.34320 | PublicSupportCY170Pct |
| Public Support PY170 | 0.30610 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $79,845 | OtherCostOrOtherBasisAmt |
| Depreciation | $65,492 | DepreciationAmt |
| Book Value | $14,353 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,353 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MONEY MARKET | $664,045 | F |
| PUBLICLY TRADED EQUITIES | $2,217,258 | F |
| MUTUAL FUNDS | $6,537,829 | F |
| SPECIALTY FUNDS | $2,552,948 | F |
| GOVERNMENT OBLIGATIONS | $403,650 | F |
| CORPORATE FIXED INCOME | $208,617 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $12,584,347 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Security Deposit | Desc |
| Book Value | $8,745 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,745 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $2,128,300 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$689,959 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$689,959 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,818,259 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,818,259 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,610,190 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,610,190 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,610,190 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AWARD DINNER | Event1Nm |
| Gross Receipts Event1 | $108,223 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $108,223 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $78,005 | FoodAndBeverageEvent1Amt |
| Gross Receipts Total | $108,223 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $108,223 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $78,005 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $78,005 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $30,218 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | 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 (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|
| Marla Dalton PE CAE | |||
| Executive Director | $213,900 | $17,080 | $230,980 |
| Sharon Cooper-Kerr | |||
| Program Manager | $119,350 | $9,791 | $129,141 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Listed persons compensation information (Part I, line 4) | FormAndLineReferenceDesc |
| Explanation | Sharon Cooper-Kerr severance payment - 61,299 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 governing body review Part VI line 11 | Form 990 made available to Executive Committee for review before filing. Electronic versions are provided. |
| Conflict of interest policy compliance Part VI line 12c | Board is informed of policy and requested to report any conflict or appearance of conflict of interest on an annual basis. |
| CEO executive director top management comp Part VI line 15a | Compensation of executive director based on Boards experience with similar organizations and review of other non-profit compensation amounts. |
| Other officer or key employee compensation Part VI line 15b | Top employees compensation based on comparative salaries and Boards experience with other comparable non-profits |
| Governing documents etc available to public Part VI line 19 | The Organization makes its governing documents and financial statements available upon written request. |
| Explanation of other changes in net assets or fund balances Part XI line 9 | INCREASE (DECREASE) IN FMV OF INVESTMENTS |