AMERICAN ASSOCIATION OF CARDIOVASCULAR & PULMONARY REHAB: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ASSOCIATION OF CARDIOVASCULAR & PULMONARY REHAB (EIN 39-1610975)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-09
- IRS object ID
- 201301299349302170
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-05-09T15:51:15-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362985665 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 S MEYERS RD SUITE 500 | AddressLine1 |
| City | OAKBROOK TERRACE | City |
| State | IL | State |
| ZIP Code | 601815209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391610975 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ASSOCIATION OF CARDIOVASCULAR | BusinessNameLine1 |
| Business Name Line2 | AND PULMONARY REHABILITATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 3126446610 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 N WABASH AVENUE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MEGAN COHEN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 3126446610 | Phone |
| Date Signed | 2013-04-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID R SIEHOFF | Name |
| PTIN | P00175845 | PTIN |
| Phone | 6305454500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | MEGAN COHEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 N WABASH AVENUE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2180323 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.AACVPR.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1985 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | THE IMPROVEMENT, ADVANCEMENT AND EDUCATION OF CARDIOVASCULAR AND PULMONARY REHABILITATION | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 120 | TotalNbrVolunteers |
| Total Gross UBI | 856 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 109445 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 213069 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1447792 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1494248 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 35711 | InvestmentIncomePriorYear |
| Investment Income Current Year | 20898 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 25985 | OtherRevenuePriorYear |
| Other Revenue Current Year | 27196 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1618933 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1755411 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1546767 | OtherExpensePriorYear |
| Other Expenses Current Year | 1771402 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1546767 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1771402 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 72166 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -15991 | RevenuesLessExpensesCY |
| Total Assets BOY | 1474288 | TotalAssetsBOY |
| Total Assets EOY | 1599548 | TotalAssetsEOY |
| Total Liabilities BOY | 357126 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 478519 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1117162 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1121029 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE IMPROVEMENT, ADVANCEMENT AND EDUCATION OF CARDIOVASCULAR AND PULMONARY REHABILITATION | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 494700 | Expense |
| Revenue | 486194 | Revenue |
| Description | ANNUAL CONFERENCE - OPPORTUNITY FOR MEMBERS TO ATTEND EDUCATIONAL SESSIONS, SEE EXHIBITS, DISCUSS NEW DEVELOPMENTS AND SHARE IDEAS FOR IMPROVEMENTS IN CARDIAC & PULMONARY REHABILITATION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 46947 | Expense |
| Revenue | 87259 | Revenue |
| Description | JOURNALS - INFORMS THE READER OF ACHEIVEMENTS AND NEW DEVELOPMENTS IN CARDIAC AND PULMONARYY REHABILITATION. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 247909 | Expense |
| Description | MEMBERSHIP - PRODUCES A MEMBERSHIP DIRECTORY, QUARTERLY ISSUES OF "NEWS & VIEWS"(E-NEWSLETTER) AND VARIOUS BROCHURES, KITS, AND MANUALS. | Description |
Activity Other ActivityOther (8 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 566072 | 374671 | CERTIFICATION |
| GOVERNANCE | ||
| ALLIANCES/AFFILIATES | ||
| LEGISLATIVETELECONFERENCE | ||
| EDUCATION | ||
| PROGRAM RECERTIFICATION | ||
| OTHER | ||
| PROGRAM DIRECTOR'S MEETING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 566072 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 374671 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 1355628 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 17 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITHBUCKLIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3126446610 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 N WABASH AVENUE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| ADAM DEJONG | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| BONNIE ANDERSON | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| GERENE S BAULDOFF | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MIKE MCNAMARA | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| GAYLA OAKLEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN PELLICONE | ||||||
| DIRECTOR AT LARGE | 3.00 | X | 0 | 0 | 0 | |
| ANA MOLA | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JOANNE RAY | ||||||
| EXECUTIVE DIRECTOR | 50.00 | X | 0 | 0 | 0 | |
| BONNIE K SANDERSON | ||||||
| PAST PRESIDENT | 3.00 | 0 | 0 | 0 | X | |
| STEVEN W LICHTMAN | ||||||
| PRESIDENT | 10.00 | 0 | 0 | 0 | X | |
| BARBRA A FAGAN | ||||||
| SECRETARY | 2.00 | 0 | 0 | 0 | X | |
| THOMAS A DRAPER | ||||||
| TREASURER | 2.00 | 0 | 0 | 0 | X | |
| ANNE GAVIC | ||||||
| PRESIDENT ELECT | 5.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITHBUCKLIN CORPORATION | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 N WABASH AVENUE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | MANAGEMENT SERVICES | DescriptionOfServices |
| Compensation | 955586 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 213069 | AllOtherContributions |
| Total Contributions | 213069 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|---|
| MEMBERSHIPS | 900099 | 547806 | $547,806 | ||
| PROGRAM RECERTIFICATIO | 900099 | 383610 | 383610 | ||
| ANNUAL CONFERENCE | 900099 | 379839 | 379839 | ||
| JOURNAL | 541800 | 87259 | 86403 | 856 | |
| EDUCATION | 900099 | 77149 | 77149 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18585 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18585 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1494248 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21066 | TotalRevenueColumn |
| Exclusion | $21,066 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24993 | TotalRevenueColumn |
| Exclusion | $24,993 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 424744 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 424912 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -168 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -168 | TotalRevenueColumn |
| Exclusion | -$168 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2203 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2203 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2203 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1755411 | TotalRevenueColumn |
| Related Or Exempt Function Income | 947789 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 856 | UnrelatedBusinessRevenue |
| Exclusion | $593,697 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 180000 | Total |
| Management And General | 180000 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2301 | Total |
| Management And General | 2301 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42286 | Total |
| Management And General | 42286 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10738 | Total |
| Management And General | 10738 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62011 | Total |
| Management And General | 62011 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15492 | Total |
| Management And General | 15492 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 494700 | Total |
| Program Services | 494700 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60332 | Total |
| Management And General | 60332 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5980 | Total |
| Management And General | 5980 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| MEMBERSHIP | 247909 | 247909 |
| LEGISLATIVE | 146201 | 146201 |
| PROGRAM RECERTIFICATION | 129076 | 129076 |
| REGISTRY | 81096 | 81096 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 293280 | Total |
| Program Services | 256646 | ProgramServices |
| Management And General | 36634 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1771402 | Total |
| Program Services | 1355628 | ProgramServices |
| Management And General | 415774 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1244172 | BOY |
| EOY | 703755 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83522 | BOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12089 | BOY |
| EOY | 49925 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91238 | BOY |
| EOY | 86392 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 215489 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 129043 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42778 | BOY |
| EOY | 86446 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 672220 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 489 | BOY |
| EOY | 810 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1474288 | BOY |
| EOY | 1599548 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50847 | BOY |
| EOY | 59786 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 306279 | BOY |
| EOY | 418733 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 357126 | BOY |
| EOY | 478519 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1117162 | BOY |
| EOY | 1121029 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1117162 | BOY |
| EOY | 1121029 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1474288 | BOY |
| EOY | 1599548 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -15991 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 19858 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 416227 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 38166 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 101635 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 109445 | CurrentTaxYearMinus1Year |
| Current Tax Year | 213069 | CurrentTaxYear |
| Total | 878542 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1271897 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1560223 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1334267 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1447411 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1493392 | CurrentTaxYear |
| Total | 7107190 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 107 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 416 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 381 | CurrentTaxYearMinus1Year |
| Current Tax Year | 856 | CurrentTaxYear |
| Total | 1760 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1688124 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1598496 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1436318 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1557237 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1707317 | CurrentTaxYear |
| Total | 7987492 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 37500 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 71500 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 51000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 94545 | CurrentTaxYear |
| Total | 254545 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 37500 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 71500 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 51000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 94545 | CurrentTaxYear |
| Total | 254545 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 7732947 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 59598 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33786 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22511 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 51242 | CurrentTaxYearMinus1Year |
| Current Tax Year | 46059 | CurrentTaxYear |
| Total | 213196 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 59598 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33786 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22511 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 51242 | CurrentTaxYearMinus1Year |
| Current Tax Year | 46059 | CurrentTaxYear |
| Total | 213196 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 42893 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 46827 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 28203 | CurrentTaxYearMinus2Years |
| Current Tax Year | 2203 | CurrentTaxYear |
| Total | 120126 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1790615 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1679109 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1487032 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1608479 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1755579 | CurrentTaxYear |
| Total | 8320814 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.92930 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.95280 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02560 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02510 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1850 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1850 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1353778 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1355628 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 210563 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 52641 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 227876 | CurrentYearMinus3 |
| Current Year Minus1 | 230097 | CurrentYearMinus1 |
| Current Year | 210563 | CurrentYear |
| Total | 668536 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,002,804 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1557 | CurrentYearMinus3 |
| Current Year Minus1 | 3825 | CurrentYearMinus1 |
| Current Year | 1850 | CurrentYear |
| Total | 7232 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 56969 | CurrentYearMinus3 |
| Current Year Minus1 | 58445 | CurrentYearMinus1 |
| Current Year | 52641 | CurrentYear |
| Total | 168055 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $252,083 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 77000 | OtherCostOrOtherBasis |
| Depreciation | 59887 | Depreciation |
| Book Value | 17113 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1489 | OtherCostOrOtherBasis |
| Depreciation | 1489 | Depreciation |
| Book Value | 0 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 137000 | OtherCostOrOtherBasis |
| Depreciation | 67667 | Depreciation |
| Book Value | 69333 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 86446 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| PUBLICLY TRADED SECURITIES | 508957 | F |
| OTHER SECURITIES | 163263 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 672220 | TotalOfBookValueSecurities |
| Total Revenue | 1755411 | TotalRevenue |
| Total Expenses | 1771402 | TotalExpenses |
| Excess Or Deficit For Year | -15991 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 19858 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 19858 | TotalAdjustments |
| Excess Or Deficit Per FS | 3867 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1775269 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 19858 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 19858 | RevenueNotRptdF990 |
| Revenue Subtotal | 1755411 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1755411 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1771402 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1771402 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1771402 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE ASSOCIATION'S ADOPTION OF ASC IN 2011 RESULTED IN NOT MATERIAL IMPACT ON THE ASSOCIATION'S FINANCIAL POSITION OR RESULTS OF OPERATIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION DELEGATED CONTROL OVER MANAGEMENT DUTIES BY HAVING SMITHBUCKLIN MANAGE CONTROL OF THE ORGANIZATION. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAD MEMBERS, BUT NOT STOCKHOLDERS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS ELECT THE BOARD. | |
| FORM 990, PART VI, SECTION A, LINE 7B | MEMBER VOTE IS REQUIRED IF AN ORGANIZATION WISHES TO BE DISSOLVED. THIS IS THE ONLY DECISION OF THE GOVERNING BODY SUBJECT TO APPROVAL BY MEMBERS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE PROCESS OF REVIEWING THE FORM 990 WILL BE VIA BOARD CONFERENCE CALL/WEBINAR OR ELECTRONIC VOTE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST STATEMENT IS SIGNED BY EACH BOARD MEMBER DURING THEIR ORIENTATION MEETING AND THEREAFTER, THEY MUST SIGN AN ACKNOWLEDGEMENT STATEMENT ANNUALLY FOR EACH YEAR THEY ARE ON THE BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION PAYS ITS EXECUTIVE DIRECTOR VIA AN ASSOCIATION MANAGEMENT COMPANY AND THE BOARD REVIEWS MANAGEMENT COMPANY FEES ANNUALLY, ASSURING THEY MEET FAIR MARKET VALUE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART X, LINE 24E | GOVERNANCE: PROGRAM SERVICE EXPENSES 72,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,000. PROGRAM TIME/AWARDS/STIPENDS: PROGRAM SERVICE EXPENSES 56,774. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,774. EDUCATION: PROGRAM SERVICE EXPENSES 53,055. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,055. PRINTING AND PUBLICATIONS: PROGRAM SERVICE EXPENSES 46,947. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 46,947. ALLIANCES/AFFILIATES: PROGRAM SERVICE EXPENSES 18,879. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,879. REGISTRY CHANGE ORDER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,563. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,563. WAREHOUSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,635. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,635. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 5,334. MANAGEMENT AND GENERAL EXPENSES 1,283. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,617. MARKET ANALYSIS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,000. CREDIT CARD & BANK FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,266. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,266. LYRIS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,000. CERTIFICATION: PROGRAM SERVICE EXPENSES 3,657. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,657. GOTO WEBINAR: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 588. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 588. ONLINE SURVEY TOOL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 299. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 299. | ALL OTHER FUNCTIONAL EXPENSES |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 19,858. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | NO CHANGE IN PROCESS FROM PRIOR YEAR. |