AMERICAN INNS OF COURT FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN INNS OF COURT FOUNDATION (EIN 52-1405650)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-14
- IRS object ID
- 201423189349300012
- Schema version
- 2013v3.0
- 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 | 2014-11-14T06:50:09-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521446779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON LAMBERT LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 SPRING FOREST ROAD STE 115 | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27609 | 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 | 521405650 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN INNS OF COURT FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 7036843590 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 REINEKERS LANE NO 770 | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MALINDA E DUNN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7036843590 | PhoneNum |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN HUSKINS | PreparerPersonNm |
| PTIN | P01081531 | PTIN |
| Phone | 9197196400 | PhoneNum |
| Preparation | 2014-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | MALINDA E DUNN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 REINEKERS LANE NO 770 | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,302,172 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 3249 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.INNSOFCOURT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE AMERICAN INNS OF COURT IS TO FOSTER EXCELLENCE IN PROFESSIONALISM, ETHICS, CIVILITY, AND LEGAL SKILLS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 141 | TotalVolunteersCnt |
| Total Gross UBI | $7,057 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,541 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $150,231 | PYContributionsGrantsAmt |
| CY Contributions Grants | $51,179 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,135,504 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,066,893 | CYProgramServiceRevenueAmt |
| PY Investment Income | $60,560 | PYInvestmentIncomeAmt |
| CY Investment Income | $133,922 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,971 | PYOtherRevenueAmt |
| CY Other Revenue | $3,735 | CYOtherRevenueAmt |
| PY Total Revenue | $2,351,266 | PYTotalRevenueAmt |
| CY Total Revenue | $2,255,729 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $15,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $14,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,211,404 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,243,108 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $15,297 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,039,651 | PYOtherExpensesAmt |
| CY Other Expenses | $1,016,829 | CYOtherExpensesAmt |
| PY Total Expenses | $2,266,555 | PYTotalExpensesAmt |
| CY Total Expenses | $2,273,937 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $84,711 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$18,208 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,422,141 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,511,686 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $427,974 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $364,387 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,994,167 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,147,299 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE AMERICAN INNS OF COURT FOUNDATION LEADS THE MOVEMENT TO ELEVATE THE AMERICAN PRACTICE OF LAW BY PROMOTING THE IDEALS OF EXCELLENCE AND PROFESSIONALISM, THE EXERCISE OF CIVILITY AND COURTROOM COMPETENCE, THE SPIRIT OF MUTUAL COOPERATION AND CAMARADERIE, AND ADHERENCE TO LEGAL ETHICS THROUGH MEMBERSHIP IN AMERICAN INNS OF COURT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,130,515 | ExpenseAmt |
| Revenue | $1,985,193 | RevenueAmt |
| Desc | MEMBER SERVICES PROGRAM - THE FOUNDATION PROVIDED SERVICES TO MEMBERS AND INNS TO SUPPORT EFFORTS TO PROMOTE PROFESSIONALISM, ETHICS, AND CIVILITY. SERVICES INCLUDED A BI-MONTHLY MAGAZINE, MONTHLY ELECTRONIC NEWSLETTER, ONLINE MEMBERSHIP DIRECTORY, ONLINE CHAPTER MANAGEMENT SYSTEM, AND REGIONAL LEADERSHIP MEETINGS, AND PROGRAM SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $110,678 | ExpenseAmt |
| Grant | $9,000 | GrantAmt |
| Desc | INTERNATIONAL PROGRAM -THE FOUNDATION PARTICIPATED IN TWO INTERNATIONAL INNS OF COURT PROGRAMS, WHICH INCLUDE CHOOSING AND SENDING SCHOLARS TO STUDY THE LEGAL SYSTEM OF ENGLAND AND THE CHOOSING AND SENDING BARRISTERS FROM ENGLAND TO STUDY THE LEGAL SYSTEM OF THE UNITED STATES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $82,924 | ExpenseAmt |
| Grant | $5,000 | GrantAmt |
| Desc | AWARDS PROGRAM -THE FOUNDATION RECOGNIZED INDIVIDUALS FOR SERVICE AND LEADERSHIP IN THE AMERICAN INNS OF COURT MOVEMENT BY CHOOSING NATIONAL AND PROFESSIONAL AWARD WINNERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $80,022 | ExpenseAmt |
| Revenue | $77,700 | RevenueAmt |
| Desc | SPECIAL EVENTS PROGRAM - THE FOUNDATION HOSTED A RECEPTION AND DINNER AT THE UNITED STATES SUPREME COURT. THE DINNER SERVES AS A FORUM TO RECOGNIZE LEADERS WITHIN THE AMERICAN INNS OF COURT MOVEMENT AND TO PRESENT THE NATIONAL AWARDS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $80,022 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $77,700 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,404,139 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 14 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | 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 | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | 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 | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | 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 | NC | 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 | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | 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 | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID W AKRIDGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7036843590 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 REINEKERS LANE SUITE 770 | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|
| DEAN JOHN CARROLL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PROF LAWRENCE DESSEM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARSHA DEVINE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HON PAUL GLENN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JILL GUERNSEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONLY HALLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HON KENT JORDAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS LEIGHTON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HON IVAN LEMELLE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD LEVENSTEIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REGINA MANDL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HON JON PHIPPS MCCALLA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN MOLO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD MULLINS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN MURRAY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANK PORCELLI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| YOUNG-JUN ROH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD SCHWARTZ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA SHARP | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HON JOAN SYNENBERG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH THOMPSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW TURNER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD WALLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HON WILLIAM KOCH | |||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY ANN AIELLO | |||||||
| TRUSTEE FROM 7/2013 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY KATE COLEMAN | |||||||
| TRUSTEE FROM 7/2013 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN R GINGRAS | |||||||
| TRUSTEE FROM 7/2013 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LD LOUIS | |||||||
| TRUSTEE FROM 7/2013 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE ANN ROBINSON | |||||||
| TRUSTEE FROM 4/2014 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA SAVITT-PEARSON | |||||||
| TRUSTEE FROM 7/2013 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN J SCHMIDT | |||||||
| TRUSTEE FROM 7/2013 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL G HEAVICAN | |||||||
| EX OFFICIO FROM 8/2013 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HON ALICE BATCHELDER | |||||||
| TRUSTEE THRU 4/2014 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEAN VALERIE COUCH | |||||||
| TRUSTEE THRU 3/2014 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HON MYRON STEELE | |||||||
| EX OFFICIO THRU 7/2013 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HON DONALD LEMONS | |||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| HON CARL STEWART | |||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| HON DOUGLAS LANG | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SETH GOLDBERG | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MALINDA DUNN | |||||||
| EXECUTIVE DIRECTOR/CEO | 40.00 | $189,625 | $0 | $12,622 | Yes (X) | ||
| DAVID AKRIDGE | |||||||
| DEPUTY EXECUTIVE DIRECTOR | 40.00 | $156,284 | $0 | $19,712 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $345,909 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $32,334 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NIMBLEUSER | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 656 KREAG RD | AddressLine1 |
| City | PITTSFORD | City |
| State | NY | State |
| ZIP Code | 14534 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | WEBSITE DESIGN | ServicesDesc |
| Compensation | $100,055 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $51,179 | AllOtherContributionsAmt |
| Total Contributions | $51,179 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $1,966,288 | $1,966,288 | |
| CONFERENCES/EVENTS | 900099 | $95,555 | $95,555 | |
| ADVERTISING | 541800 | $4,000 | $4,000 | |
| LIBRARY | 900099 | $1,050 | $1,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,066,893 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $78,454 | TotalRevenueColumnAmt |
| Exclusion | $78,454 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89 | TotalRevenueColumnAmt |
| Exclusion | $89 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,095,470 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,040,002 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $55,468 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,468 | TotalRevenueColumnAmt |
| Exclusion | $55,468 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $9,498 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $6,441 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,057 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $3,057 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $589 | TotalRevenueColumnAmt |
| Exclusion | $589 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $589 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,255,729 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,062,893 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $7,057 | UnrelatedBusinessRevenueAmt |
| Exclusion | $134,600 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,000 | TotalAmt |
| Program Services | $14,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,271 | TotalAmt |
| Management And General | $395,271 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $653,583 | TotalAmt |
| Management And General | $653,583 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,355 | TotalAmt |
| Management And General | $18,355 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,785 | TotalAmt |
| Management And General | $105,785 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,114 | TotalAmt |
| Management And General | $70,114 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,238 | TotalAmt |
| Management And General | $2,238 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,385 | TotalAmt |
| Management And General | $57,385 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,701 | TotalAmt |
| Program Services | $14,701 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,593 | TotalAmt |
| Program Services | $122,334 | ProgramServicesAmt |
| Management And General | $88,138 | ManagementAndGeneralAmt |
| Fundraising | $121 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,816 | TotalAmt |
| Program Services | $4 | ProgramServicesAmt |
| Management And General | $103,812 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,935 | TotalAmt |
| Management And General | $180,935 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,712 | TotalAmt |
| Program Services | $126,634 | ProgramServicesAmt |
| Management And General | $26,066 | ManagementAndGeneralAmt |
| Fundraising | $12 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,031 | TotalAmt |
| Program Services | $90,238 | ProgramServicesAmt |
| Management And General | $31,793 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,833 | TotalAmt |
| Management And General | $2,833 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,045 | TotalAmt |
| Program Services | $3,045 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,395 | TotalAmt |
| Management And General | $101,395 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,709 | TotalAmt |
| Management And General | $38,709 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBT | $14,629 | $14,629 | ||
| NON-CASH REWARD | $7,504 | $7,504 | ||
| STATE REGISTRATION FILI | $4,303 | $4,303 | ||
| ALLOCATED OVERHEAD | $0 | -$1,036,540 | $1,025,679 | $10,861 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,273,937 | TotalAmt |
| Program Services | $1,404,139 | ProgramServicesAmt |
| Management And General | $854,501 | ManagementAndGeneralAmt |
| Fundraising | $15,297 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,470 | BOYAmt |
| EOY | $46,892 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,243 | BOYAmt |
| EOY | $327,034 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,384 | BOYAmt |
| EOY | $73,334 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,140 | BOYAmt |
| EOY | $68,959 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,225 | BOYAmt |
| EOY | $15,487 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,470 | BOYAmt |
| EOY | $58,845 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $625,887 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $413,687 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,280 | BOYAmt |
| EOY | $212,200 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,524,429 | BOYAmt |
| EOY | $2,660,937 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,500 | BOYAmt |
| EOY | $47,998 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,422,141 | BOYAmt |
| EOY | $3,511,686 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,096 | BOYAmt |
| EOY | $108,974 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,878 | BOYAmt |
| EOY | $19,969 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,000 | BOYAmt |
| EOY | $150,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $85,444 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $427,974 | BOYAmt |
| EOY | $364,387 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,224,094 | BOYAmt |
| EOY | $2,307,390 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $770,073 | BOYAmt |
| EOY | $839,909 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,994,167 | BOYAmt |
| EOY | $3,147,299 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,422,141 | BOYAmt |
| EOY | $3,511,686 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$18,208 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $171,340 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $141,831 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $96,258 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $75,186 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $150,231 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,179 | CurrentTaxYearAmt |
| Total | $514,685 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $141,831 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $96,258 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $75,186 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $150,231 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,179 | CurrentTaxYearAmt |
| Total | $514,685 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $202,988 | SubstantialContributorsTotAmt |
| Public Support Total170 | $311,697 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,293 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,531 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,848 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,124 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $78,543 | CurrentTaxYearAmt |
| Total | $264,339 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,932 | CurrentTaxYearMinus4YearsAmt |
| Total | $1,932 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,684 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $693 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $207 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $589 | CurrentTaxYearAmt |
| Total | $11,173 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $792,129 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $10,054,840 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.39350 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75680 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $770,073 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $93,600 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $18,764 | OtherExpendituresAmt |
| End Year Balance | $839,909 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $727,604 | BeginningYearBalanceAmt |
| Contributions | $460 | ContributionsAmt |
| Investment Earnings Or Losses | $65,147 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $18,138 | OtherExpendituresAmt |
| End Year Balance | $770,073 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $760,403 | BeginningYearBalanceAmt |
| Contributions | $460 | ContributionsAmt |
| Investment Earnings Or Losses | -$14,873 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,386 | OtherExpendituresAmt |
| End Year Balance | $727,604 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $648,123 | BeginningYearBalanceAmt |
| Contributions | $965 | ContributionsAmt |
| Investment Earnings Or Losses | $142,235 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $25,920 | OtherExpendituresAmt |
| End Year Balance | $760,403 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $576,995 | BeginningYearBalanceAmt |
| Contributions | $13,786 | ContributionsAmt |
| Investment Earnings Or Losses | $76,002 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,660 | OtherExpendituresAmt |
| End Year Balance | $648,123 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.81900 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.18100 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,658 | OtherCostOrOtherBasisAmt |
| Depreciation | $893 | DepreciationAmt |
| Book Value | $6,765 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $188,236 | OtherCostOrOtherBasisAmt |
| Depreciation | $117,824 | DepreciationAmt |
| Book Value | $70,412 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $429,993 | OtherCostOrOtherBasisAmt |
| Depreciation | $294,970 | DepreciationAmt |
| Book Value | $135,023 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $212,200 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $85,444 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $85,444 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,435,455 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $171,340 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,945 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $6,441 | OtherRevenueAmt |
| Revenue Not Reported | $179,726 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,255,729 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,255,729 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,282,323 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,945 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $6,441 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $8,386 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,273,937 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,273,937 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE PURPOSE OF THE A. SHERMAN CHRISTENSEN AWARD FUND IS TO PROVIDE LONG-TERM FUNDING FOR THE A. SHERMAN CHRISTENSEN AWARD. A PORTION OF THIS FUND IS TEMPORARILY RESTRICTED BY THE DONOR, MEAD DATA/LEXIS-NEXIS. THE RESTRICTION ENDS AT THE END OF FISCAL YEAR 2043. UNTIL SUCH RESTRICTION ENDS, THAT PORTION OF THE PRINCIPAL PROVIDED BY MEAD DATA/LEXIS-NEXIS MAY ONLY BE EXPENDED FOR ACTIVITIES DIRECTLY RELATED TO THE ANNUAL PRESENTATION OF THE A. SHERMAN CHRISTENSEN AWARD. EARNINGS AND OTHER CONTRIBUTIONS TOWARD THE FUND ARE NOT SIMILARLY RESTRICTED. THE RESTRICTION NOTWITHSTANDING, A MAXIMUM OF 4% OF THE CURRENT MARKET VALUE OF THE FUND MAY BE WITHDRAWN ANNUALLY TO COVER APPROVED EXPENSES. THE PURPOSE OF THE LEWIS F. POWELL, JR. AWARD FUND IS TO PROVIDE LONG-TERM FUNDING FOR THE LEWIS F. POWELL, JR. AWARD FOR PROFESSIONALISM AND ETHICS. THIS FUND IS DESIGNATED FOR ACTIVITIES DIRECTLY RELATED TO THE ANNUAL PRESENTATION OF THE LEWIS F. POWELL, JR. AWARD FOR PROFESSIONALISM AND ETHICS. A MAXIMUM OF 4% OF THE CURRENT MARKET VALUE OF THE FUND MAY BE WITHDRAWN ANNUALLY TO COVER APPROVED EXPENSES. THE PURPOSE OF THE SANDRA DAY O'CONNOR AWARD FUND IS TO PROVIDE LONG-TERM FUNDING FOR THE SANDRA DAY O'CONNOR AWARD FOR PROFESSIONAL SERVICE. THIS FUND IS DESIGNATED FOR ACTIVITIES DIRECTLY RELATED TO THE ANNUAL PRESENTATION OF THE SANDRA DAY O'CONNOR AWARD FOR PROFESSIONAL SERVICE. A MAXIMUM OF 4% OF THE CURRENT MARKET VALUE OF THE FUND MAY BE WITHDRAWN ANNUALLY TO COVER APPROVED EXPENSES. THE PURPOSE OF THE WARREN E. BURGER PRIZE FUND IS TO PROVIDE LONG-TERM FUNDING FOR THE WARREN E. BURGER PRIZE. THIS FUND IS DESIGNATED FOR ACTIVITIES DIRECTLY RELATED TO THE ANNUAL PRESENTATION OF THE WARREN E. BURGER PRIZE. A MAXIMUM OF 4% OF THE CURRENT MARKET VALUE OF THE FUND MAY BE WITHDRAWN ANNUALLY TO COVER APPROVED EXPENSES. THE PURPOSE OF THE AMERICAN INNS OF COURT PROFESSIONALISM AWARDS FUND IS TO PROVIDE LONG-TERM FUNDING FOR THE AMERICAN INNS OF COURT PROFESSIONALISM AWARDS. THIS FUND IS DESIGNATED FOR ACTIVITIES DIRECTLY RELATED TO THE PRESENTATION OF THE AMERICAN INNS OF COURT PROFESSIONALISM AWARDS. ACCOUNTING FOR CONTRIBUTIONS, EARNINGS, INCOME AND EXPENSES SHALL BE ON A FEDERAL CIRCUIT BASIS. A MAXIMUM OF 4% OF THE CURRENT MARKET VALUE OF THE FUND ATTRIBUTABLE TO A PARTICULAR CIRCUIT MAY BE WITHDRAWN ANNUALLY TO COVER APPROVED EXPENSES. |
| PART X, LINE 2: | MANAGEMENT HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THROUGH JUNE 30, 2014. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 6,441. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 6,441. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) - | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | INTERNATIONAL PROGRAM | SpecificServicesProvidedTxt |
| Region Total Expenditures | $38,408 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $38,408 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $38,408 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| PEGASUS SCHOLARSHIPS | 2 | $3,000 |
| TEMPLE BAR SCHOLARSHIPS | 4 | $6,000 |
| WARREN E BURGER PRIZE | 1 | $5,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AMERICAN INNS OF COURT FOUNDATION DOES NOT REQUEST ANY SORT OF ACCOUNTING OF THE STIPENDS AWARDED FROM THE RECIPIENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MALINDA DUNN | ||||||||||||||
| EXECUTIVE DIRECTOR/CEO | $189,625 | $0 | $0 | $0 | $0 | $0 | $7,835 | $0 | $4,787 | $0 | $202,247 | $0 | $0 | $0 |
| DAVID AKRIDGE | ||||||||||||||
| DEPUTY EXECUTIVE DIRECTOR | $156,284 | $0 | $0 | $0 | $0 | $0 | $5,946 | $0 | $13,766 | $0 | $175,996 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERSHIP OF THE AMERICAN INNS OF COURT FOUNDATION SHALL CONSIST OF ALL ACTIVE MEMBERS OF DULY CHARTERED AMERICAN INNS OF COURT, TOGETHER WITH HONORARY, EMERITUS, AND NATIONAL MEMBERS. THERE SHALL BE FOUR CLASSIFICATIONS OF ACTIVE MEMBERS: MASTERS OF THE BENCH - CONSISTING OF EXPERIENCED JUDGES, LAWYERS, AND LAW PROFESSORS; BARRISTERS - CONSISTING OF LAWYERS WITH SOME EXPERIENCE BUT NOT YET MASTERS; ASSOCIATES - CONSISTING OF LAWYERS WHO ARE LAW SCHOOL GRADUATES BUT WHO DO NOT MEET THE AMERICAN INNS OF COURT'S MINIMUM EXPERIENCE REQUIREMENT FOR BARRISTERS; AND PUPILS - CONSISTING OF LAW STUDENTS. THERE SHALL BE THREE ADDITIONAL CLASSES OF MEMBERS: NATIONAL MEMBERS - INDIVIDUALS IN GOOD STANDING WHO HAVE BEEN MEMBERS OF A LOCAL AMERICAN INN OF COURT BUT NO LONGER ARE; EMERITUS MEMBERS - DESIGNATED BY AMERICAN INNS OF COURT FROM AMONG ACTIVE MASTERS OF THE BENCH ON THE BASIS OF LONG AND DISTINGUISHED SERVICE TO THEIR INNS; AND HONORARY MEMBERS - DESIGNATED BY LOCAL AMERICAN INNS OF COURT OR BY THE AMERICAN INNS OF COURT FOUNDATION ON THE BASIS OF DISTINGUISHED SERVICE TO THE BENCH OR BAR, FURTHERANCE OF AMERICAN INNS OF COURT OBJECTIVES OR OTHER NOTEWORTHY ACHIEVEMENTS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS OF THE FOUNDATION IN GOOD STANDING SHALL ELECT TRUSTEES TO THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE COMPLETED 990 IS DISTRIBUTED TO THE ENTIRE BOARD PRIOR TO FILING. THE BOARD MEMBERS ARE GIVEN 7 DAYS TO REVIEW THE FORM AND PROVIDE COMMENT. ADDITIONALLY, THE FORM IS SENT TO THE TREASURER AND DEPUTY EXECUTIVE DIRECTOR FOR THEIR REVIEW AND COMMENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, ALL DIRECTORS AND OFFICERS ARE PROVIDED WITH A COPY OF THE CONFLICT OF INTEREST POLICY AND ASKED TO SIGN AN ACKNOWLEDGMENT FORM. |
| FORM 990, PART VI, SECTION B, LINE 15 | PERIODICALLY (EVERY TWO TO THREE YEARS), WE EXAMINE CURRENT NON-PROFIT COMPENSATION SURVEYS (PRIMARILY THE ASAE EXECUTIVE COMPENSATION SURVEY). WE CONSIDER BUDGET SIZE, STAFF SIZE, SCOPE, GEOGRAPHIC LOCATION, AND TYPE OF ORGANIZATION IN CALCULATING THE MEDIAN SALARY. THE BOARD SETS THE EXECUTIVE DIRECTOR'S SALARY AT APPROXIMATELY 2% ABOVE MEDIAN. THERE IS AN EXECUTIVE EVALUATION & COMPENSATION COMMITTEE CHARGED WITH CONDUCTING AN ANNUAL PERFORMANCE EVALUATION AND REVIEWING SALARY SURVEY FINDINGS. THE LAST REVIEW OF THE EXECUTIVE DIRECTOR'S COMPENSATION WAS CONDUCTED APRIL 2014. |
| FORM 990, PART VI, SECTION C, LINE 19 | FOUNDATION BYLAWS, CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY AND THE LAST THREE 990S ARE AVAILABLE ON THE FOUNDATION'S PUBLIC WEB SITE UNDER FORMS AND LINKS/FOUNDATION FORMS. THE FOUNDATION ALSO MAKES ITS AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |