NATIONAL FOUNDATION FOR INFECTIOUS DISEASES: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL FOUNDATION FOR INFECTIOUS DISEASES (EIN 23-7198530)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-01-09
- IRS object ID
- 201540099349300614
- Schema version
- 2013v4.0
- 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 | 2015-01-09T11:41:43-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6110 Executive Blvd Ste 232 | AddressLine1 |
| City | Rockville | City |
| State | MD | State |
| ZIP Code | 20852 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 Ste 750 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marla Dalton | PersonNm |
| Person Title | Executive Dir | PersonTitleTxt |
| Phone | 3016560003 | PhoneNum |
| Signature | 2014-11-04 | 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 | 2015-01-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | Patrick Joseph MD | PrincipalOfficerNm |
| Gross Receipts | $3,984,794 | 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 ACCROS THE LIFESPAN | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 23 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,043,017 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,585,669 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $335,332 | CYProgramServiceRevenueAmt |
| PY Investment Income | $419,838 | PYInvestmentIncomeAmt |
| CY Investment Income | $956,393 | CYInvestmentIncomeAmt |
| PY Other Revenue | $14,641 | PYOtherRevenueAmt |
| CY Other Revenue | $31,052 | CYOtherRevenueAmt |
| PY Total Revenue | $2,477,496 | PYTotalRevenueAmt |
| CY Total Revenue | $3,908,446 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $761,678 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $636,647 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $39,880 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,810,130 | PYOtherExpensesAmt |
| CY Other Expenses | $2,066,471 | CYOtherExpensesAmt |
| PY Total Expenses | $2,571,808 | PYTotalExpensesAmt |
| CY Total Expenses | $2,703,118 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$94,312 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,205,328 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,237,508 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,110,284 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $330,313 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $174,906 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,907,195 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,935,378 | NetAssetsOrFundBalancesEOYAmt |
| Mission | EDUCATE THE PUBLIC AND HEALTHCARE PROFESSIONALS ABOUT THE CAUSES, TREATMENT, AND PREVENTION OF INFECTIOUS DISEASES ACCROS THE LIFESPAN | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $231,212 | ExpenseAmt |
| Desc | PROESSIONAL EDUCATION - TO PROVIDE EDUCATION TO HEALTHCARE PROFESSIONALS ON ADVANCES IN RESEARCH,TREATMENT, AND PREVENTION OF INFECTIOUS DISEASES | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,445,261 | ExpenseAmt |
| Desc | PUBLIC EDUCATION: PROVIDE INFORMATION TO THE PUBLICREGARDING CAUSES, TREATMENT, AND PREVENTION OFINFECTIOUS DISEASES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,676,473 | 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 | 0 | 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | 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 CE CAE | PersonNm |
| Phone | 3016560003 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7201 Wisconsin Ave Ste 750 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Carol Baker | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Joseph A Bocchini Jr MD | |||||||||
| Commtiiee Chrm | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ruth M Carrico PhD RN | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard J Duma MD PhD | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| George M Eliopoulos MD | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey Engel MD | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Eliot W Godofsky MD | |||||||||
| 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 MD | |||||||||
| 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 | |||
| Donna Mazyck RN MS | |||||||||
| 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) | ||
| George A Pankey MD | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Georges Peter | |||||||||
| Treasurer | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Susan J Rehm MD | |||||||||
| Medical Director | 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 CP | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| H Keipp B Talbot MD MPH | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Vincent Tam PharmD | |||||||||
| 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) | ||
| Lucy Wilson MD | |||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Thomas File Jr MD | |||||||||
| Past President | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Marla Dalton CE CAE | |||||||||
| Executive Director | 40.00 | 0.00 | $175,536 | $0 | $0 | Yes (X) | |||
| Sharon Cooper-Kerr | |||||||||
| Employee | 40.00 | 0.00 | $118,676 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $294,212 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | 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 HEALTH COMMUNICATIONS | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 139 FIFTH AVE | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LOGISTICAL SUPPORT | ServicesDesc |
| Compensation | $831,154 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,585,669 | AllOtherContributionsAmt |
| Total Contributions | $2,585,669 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CME Courses | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $335,332 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $335,332 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $335,332 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $355,038 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $355,038 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $601,355 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $601,355 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $601,355 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $601,355 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $107,400 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $76,348 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,052 | TotalRevenueColumnAmt |
| Exclusion | $31,052 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,908,446 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,291,725 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $31,052 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,840 | TotalAmt |
| Management And General | $327,840 | ManagementAndGeneralAmt |
| Fundraising | $18,000 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,053 | TotalAmt |
| Management And General | $181,501 | ManagementAndGeneralAmt |
| Fundraising | $9,552 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,292 | TotalAmt |
| Management And General | $34,292 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,596 | TotalAmt |
| Management And General | $27,596 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,866 | TotalAmt |
| Management And General | $35,971 | ManagementAndGeneralAmt |
| Fundraising | $1,895 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,497 | TotalAmt |
| Management And General | $6,497 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,500 | TotalAmt |
| Management And General | $9,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,997 | TotalAmt |
| Management And General | $114,997 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,193 | TotalAmt |
| Management And General | $9,193 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,252 | TotalAmt |
| Management And General | $17,339 | ManagementAndGeneralAmt |
| Fundraising | $913 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,713 | TotalAmt |
| Management And General | $24,713 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,555 | TotalAmt |
| Management And General | $86,977 | ManagementAndGeneralAmt |
| Fundraising | $4,578 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,221 | TotalAmt |
| Management And General | $37,099 | ManagementAndGeneralAmt |
| Fundraising | $4,122 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,351 | TotalAmt |
| Management And General | $23,351 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,230 | TotalAmt |
| Management And General | $3,230 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,306 | TotalAmt |
| Management And General | $11,306 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EDUCAT CONFS PROF SVCS | $231,212 | $231,212 | ||
| PUBLIC EDUC PROGRAMS | $1,445,261 | $1,445,261 | ||
| CONSULTANTS | $19,780 | $19,780 | ||
| OTHER | $16,403 | $15,583 | $820 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,703,118 | TotalAmt |
| Program Services | $1,676,473 | ProgramServicesAmt |
| Management And General | $986,765 | ManagementAndGeneralAmt |
| Fundraising | $39,880 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,117,076 | BOYAmt |
| EOY | $2,439,368 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,200 | BOYAmt |
| EOY | $52,150 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,426 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $76,329 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $56,796 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,921 | BOYAmt |
| EOY | $19,533 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,918,140 | BOYAmt |
| EOY | $12,590,488 | 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 | $13,237,508 | BOYAmt |
| EOY | $15,110,284 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $330,313 | BOYAmt |
| EOY | $168,556 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $6,350 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $330,313 | BOYAmt |
| EOY | $174,906 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,907,195 | BOYAmt |
| EOY | $13,993,641 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $941,737 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,907,195 | BOYAmt |
| EOY | $14,935,378 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,237,508 | BOYAmt |
| EOY | $15,110,284 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,205,328 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $822,855 | 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 | $6,204,237 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,577,184 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,934,057 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,043,017 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,844,653 | CurrentTaxYearAmt |
| Total | $19,603,148 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,204,237 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,577,184 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,934,057 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,043,017 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,844,653 | CurrentTaxYearAmt |
| Total | $19,603,148 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,702,976 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,900,172 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $174,618 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $285,263 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $335,005 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $231,008 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $355,038 | CurrentTaxYearAmt |
| Total | $1,380,932 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $238,759 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $188,830 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $601,355 | CurrentTaxYearAmt |
| Total | $1,028,944 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,013,024 | TotalSupportAmt |
| Public Support CY170 | 0.54060 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71390 | 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 | $76,329 | OtherCostOrOtherBasisAmt |
| Depreciation | $56,796 | DepreciationAmt |
| Book Value | $19,533 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,533 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MONEY MARKET | $831,684 | F |
| PUBLICLY TRADED EQUITIES | $2,300,549 | F |
| MUTUAL FUNDS | $6,939,307 | F |
| SPECIALTY FUNDS | $2,312,007 | F |
| GOVERNMENT OBLIGATIONS | $206,941 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $12,590,488 | 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 | $4,731,301 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $822,855 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $822,855 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,908,446 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $3,908,446 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,703,118 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,703,118 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,703,118 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AWARD DINNER | NameOfEvent1Amt |
| Gross Receipts Event1 | $107,400 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $107,400 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $76,348 | FoodAndBeverageEvent1Amt |
| Gross Receipts Total | $107,400 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $107,400 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $76,348 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $76,348 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $31,052 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marla Dalton CE CAE | PersonNm |
| Title | Executive Director | TitleTxt |
| Base Compensation Filing Org | $175,536 | BaseCompensationFilingOrgAmt |
| Total Compensation Filing Org | $175,536 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Amended return infomation | EXPENSES LISTED IN THE ORIGINAL FILING WERE NOT CORRECTLY ALLOCATED TO BE IN AGREEMENT WITH THE AUDITED FINANCIAL STATEMENTS. CHANGES MADE TO PART IX IN ACCORDANCE WITH THE AUDITED FINANCIALS |
| Form 990 governing body review Part VI line 11 | Form 990 made available to any Board member who wishes to review before filing. Those requesting a copy are sent an electronic version. |
| Conflict of interest policy compliance Part VI line 12c | Board is appraised of policy and requested to report any conflict or appearance of conflict of interest. |
| CEO executive director top management comp Part VI line 15a | Compensation of executive director based on Board's experience with similar organizations and review of other non-profit compensation amounts. |
| Governing documents etc available to public Part VI line 19 | The Organization makes it 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 |