AMERICAN SOCIETY OF CLINICAL PATHOLOGISTS: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN SOCIETY OF CLINICAL PATHOLOGISTS (EIN 36-2406080)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-14
- IRS object ID
- 201310459349302171
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-14T14:50:18-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381357951 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | 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 | 362406080 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN SOCIETY FOR CLINICAL PATHOLOGY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 3125414999 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 W MONROE NO 1600 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60603 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVE CIACCIO | Name |
| Title | CHIEF OPERATING OFFICER | Title |
| Phone | 3127381336 | Phone |
| Date Signed | 2013-02-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LU ANN TRAPP | Name |
| PTIN | P01506476 | PTIN |
| Phone | 3122071040 | Phone |
| Date Prepared | 2013-02-12 | DatePrepared |
| 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) |
|---|---|---|
| Name Of Principal Officer Person | E BLAIR HOLLADAY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 W MONROE NO 1600 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60603 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 44188799 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ASCP.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1922 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O.THE MISSION OF THE AMERICAN SOCIETY FOR CLINICAL PATHOLOGY IS TO PROVIDE EXCELLENCE IN EDUCATION, CERTIFICATION AND ADVOCACY ON BEHALF OF PATIENTS, PATHOLOGISTS AND MEDICAL LABORATORY PROFESSIONALS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 132 | TotalNbrEmployees |
| Total Nbr Volunteers | 1300 | TotalNbrVolunteers |
| Total Gross UBI | 441936 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 38186 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4676321 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4573300 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 20098994 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 20461703 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1401712 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5060 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3251396 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3889712 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 29428423 | TotalRevenuePriorYear |
| Total Revenue Current Year | 28929775 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 170000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 182000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 13953496 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 14976431 | 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 | 13688871 | OtherExpensePriorYear |
| Other Expenses Current Year | 14411095 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 27812367 | TotalExpensesPriorYear |
| Total Expenses Current Year | 29569526 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1616056 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -639751 | RevenuesLessExpensesCY |
| Total Assets BOY | 36035432 | TotalAssetsBOY |
| Total Assets EOY | 33985966 | TotalAssetsEOY |
| Total Liabilities BOY | 12748598 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11631236 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 23286834 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 22354730 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF THE AMERICAN SOCIETY FOR CLINICAL PATHOLOGY IS TO PROVIDE EXCELLENCE IN EDUCATION, CERTIFICATION AND ADVOCACY ON BEHALF OF PATIENTS, PATHOLOGISTS AND MEDICAL LABORATORY PROFESSIONALS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 10542440 | Expense |
| Grants | 182000 | Grants |
| Revenue | 3822717 | Revenue |
| Description | EDUCATIONAL PROGRAMS- THE SOCIETY OFFERS CLASSES AND WORKSHOPS TO PATHOLOGISTS AND MEDICAL LABORATORY PROFESSIONALS TO IMPROVE THEIR PROFESSIONAL COMPETENCE. THE SOCIETY ALSO PROVIDES SCHOLARSHIPS AND FELLOWSHIPS TO PATHOLOGY STUDENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3755817 | Expense |
| Revenue | 3345158 | Revenue |
| Description | BOARD OF CERTIFICATION- THE SOCIETY ADMINISTERS EXAMINATIONS TO MEDICAL LABORATORY PROFESSIONALS WHO SEEK CERTIFICATION IN THEIR CHOSEN FIELDS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3227651 | Expense |
| Revenue | 8227059 | Revenue |
| Description | MEMBERSHIP SERVICES AND CONVENTION/MEETING SERVICES. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3812671 | Expense |
| Revenue | 7315999 | Revenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 3812671 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 7315999 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 21338579 | 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 | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | 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 | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | 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 | 233 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 132 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | 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 | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| 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 |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE CIACCIO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3125414889 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 W MONROE SUITE 1600 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60603 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| C BRUCE ALEXANDER MD | ||||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | ||
| JOEL M SHILLING MD | ||||||||
| PRESIDENT-ELECT | 1.00 | X | X | 0 | 0 | 0 | ||
| STEVEN H KROFT MD | ||||||||
| VICE PRESIDENT | 1.00 | X | X | 1161 | 0 | 0 | ||
| WILLIAM G FINN MD | ||||||||
| SECRETARY | 1.00 | X | X | 675 | 0 | 0 | ||
| KENNETH EMANCIPATOR MD | ||||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | ||
| JOHN E TOMASZEWSKI MD | ||||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | X | 48000 | 0 | 0 | |||
| BARBARA CALDWELL MS MTASCPSHCM | ||||||||
| CHAIR-ELECT, COUNCIL OF LAB. PROFESSIONALS | 1.00 | X | 0 | 0 | 0 | |||
| LYNNETTE G CHAKKAPHAK MS MTASCP | ||||||||
| MEMBER AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CHRISTOPHER COGBILL MD | ||||||||
| CHAIR, RESIDENT COUNCIL | 1.00 | X | 0 | 0 | 0 | |||
| DAVID NB LEWIN MD FASCP | ||||||||
| FELLOW AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| IRINA LUTINGER MPH MASCP | ||||||||
| MEMBER AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ANNA MORAN MD FASCP | ||||||||
| CHAIR, FELLOW COUNCIL | 1.00 | X | 0 | 0 | 0 | |||
| WALTER M OLIVEIRA MLSASCPCMSI | ||||||||
| CHAIR, BOARD OF CERTIFICATION | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM E SCHREIBER MD FASCP | ||||||||
| FELLOW AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| GENE SIEGAL MD PHD FASCP | ||||||||
| FELLOW AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MELISSA PERRY UPTON MD FASCP | ||||||||
| FELLOW AT-LARGE DIRECTOR | 1.00 | X | 16500 | 0 | 0 | |||
| ANNE WALSH-FEEKS MS PAASCPCM | ||||||||
| MEMBER AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JAMES L WISECARVER MD PHD FASCP | ||||||||
| FELLOW AT-LARGE DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| M SUE ZALESKI HTASCPSCT | ||||||||
| CHAIR, COUNCIL OF LAB PROFESSIONALS | 1.00 | X | 0 | 0 | 0 | |||
| E BLAIR HOLLADAY PHD SCT | ||||||||
| EXECUTIVE VICE PRESIDENT | 50.00 | X | 417218 | 0 | 28822 | |||
| STEVE CIACCIO CAE CPA | ||||||||
| VP, CHIEF OPERATING OFFICER | 50.00 | X | 246314 | 0 | 21744 | |||
| JEAN MARDEN | ||||||||
| VP HUMAN RESOURCES AND DEVELOPMENT | 37.50 | X | 144903 | 0 | 17106 | |||
| PHILIP CASTLE | ||||||||
| EXECUTIVE DIRECTOR | 50.00 | 249704 | 0 | 8871 | X | |||
| SUZANNE ZIEMNIK | ||||||||
| VP - CONTINUING PROFESSIONAL DEVELOPMENT | 50.00 | 201595 | 0 | 17607 | X | |||
| JEFF JACOBS | ||||||||
| VP - PUBLIC POLICY | 45.00 | 177460 | 0 | 16790 | X | |||
| PATRICIA TANABE | ||||||||
| EXEC. DR. & VP BOARD OF CERTIFICATION | 45.00 | 153913 | 0 | 22344 | X | |||
| SHIWEN SONG | ||||||||
| EXEC. DIRECTOR, SCIENTIFIC AFFAIRS | 50.00 | 175369 | 0 | 3246 | X | |||
| RONALD SWAN | ||||||||
| DIRECTOR OF IT SERVICES | 40.00 | 140177 | 0 | 16958 | X | |||
| JOHN ZHU | ||||||||
| IT MANAGER | 60.00 | 124630 | 0 | 18011 | X | |||
| GERALDINE PISKORSKI | ||||||||
| ADMINISTRATIVE DIRECTOR, BOC | 37.50 | 115300 | 0 | 13903 | X | |||
| JOSHUA WEIKERSHEIMER | ||||||||
| DIRECTOR, PRODUCT DEVELOPMENT | 65.00 | 110796 | 0 | 10430 | X | |||
| ELIZABETH PARK | ||||||||
| DIRECTOR, MARKETING | 50.00 | 105012 | 0 | 10703 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2428727 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 206535 | TotalOtherCompensation |
| Number Individuals GT100 K | 15 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | CountryAddressOfContractor/AddressForeign/Country | Postal CodeAddressOfContractor/AddressForeign/PostalCode |
|---|---|---|---|---|---|---|---|---|---|
| NCS PEARSON INC | |||||||||
| 13036 COLLECTION CENTER DR | CHICAGO | IL | 60693 | TESTING CENTER | 1097712 | ||||
| AMERICAN BOOK | |||||||||
| PRINTING SERVICES | 459927 | 380 MACPHERSON AVE | TORONTO | CA | M4V 3E3 | ||||
| CARLITH PRINTING INC | |||||||||
| 250 CARPENTER BLVD | CARPENTERSVILLE | IL | 60110 | PRINTING SERVICES | 374738 | ||||
| SEGERDAHL GRAPHICS | |||||||||
| 3727 VENTURA DRIVE | ARLINGTON HEIGHTS | IL | 60004 | PRINTING SERVICES | 344627 | ||||
| R R DONNELLEY | |||||||||
| PO BOX 730216 | DALLAS | TX | 75373 | PRINTING SERVICES | 314386 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 33 | NumberOfContractorsGT100K |
| Government Grants | 4573300 | GovernmentGrants |
| Total Contributions | 4573300 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | 8227059 | 8227059 | |
| WORKSHOP REVENUE | 900099 | 3822717 | 3822717 | |
| EXAMINATION FEES | 900099 | 3345158 | 3345158 | |
| OTHER PROGRAM SERVICE | 900099 | 2226819 | 2015988 | 210831 |
| SUBSCRIPTION REVENUE | 511120 | 1960859 | 1960859 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 879091 | TotalRevenueColumn |
| Unrelated Business Revenue | 231105 | UnrelatedBusinessRevenue |
| Exclusion | $647,986 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 20461703 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 582337 | TotalRevenueColumn |
| Exclusion | $582,337 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 550560 | TotalRevenueColumn |
| Exclusion | $550,560 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13138845 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13716122 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -577277 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -577277 | TotalRevenueColumn |
| Exclusion | -$577,277 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 4882054 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1542902 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3339152 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3339152 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28929775 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22710933 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 441936 | UnrelatedBusinessRevenue |
| Exclusion | $1,203,606 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182000 | Total |
| Program Services | 182000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1994722 | Total |
| Program Services | 1396306 | ProgramServices |
| Management And General | 598416 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8114389 | Total |
| Program Services | 5680072 | ProgramServices |
| Management And General | 2434317 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 603914 | Total |
| Program Services | 301957 | ProgramServices |
| Management And General | 301957 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2864438 | Total |
| Program Services | 2005107 | ProgramServices |
| Management And General | 859331 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1398968 | Total |
| Program Services | 979278 | ProgramServices |
| Management And General | 419690 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165452 | Total |
| Management And General | 165452 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45994 | Total |
| Management And General | 45994 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 277000 | Total |
| Management And General | 277000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 269582 | Total |
| Management And General | 269582 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10260 | Total |
| Management And General | 10260 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1223215 | Total |
| Program Services | 1223215 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 334342 | Total |
| Management And General | 334342 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 351284 | Total |
| Program Services | 351284 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1125496 | Total |
| Management And General | 1125496 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1060349 | Total |
| Management And General | 1060349 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1392437 | Total |
| Program Services | 1392437 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 625221 | Total |
| Program Services | 421907 | ProgramServices |
| Management And General | 203314 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125447 | Total |
| Management And General | 125447 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| UBI TAXES | 9689 | 9689 |
| GRANT PROGRAM EXPENDITU | 3462369 | 3462369 |
| EDUCATION COURSES AND E | 2161287 | 2161287 |
| MEMBERSHIP EXPENSES | 838763 | 838763 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 932908 | Total |
| Program Services | 932908 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29569526 | Total |
| Program Services | 21338579 | ProgramServices |
| Management And General | 8230947 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6463934 | BOY |
| EOY | 6565336 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1056239 | BOY |
| EOY | 818159 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 877805 | BOY |
| EOY | 1036333 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 625169 | BOY |
| EOY | 722457 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7202280 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5129978 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2058145 | BOY |
| EOY | 2072302 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24954140 | BOY |
| EOY | 22771379 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36035432 | BOY |
| EOY | 33985966 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3373674 | BOY |
| EOY | 2787481 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7429510 | BOY |
| EOY | 7104155 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1945414 | BOY |
| EOY | 1739600 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12748598 | BOY |
| EOY | 11631236 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23286834 | BOY |
| EOY | 22354730 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23286834 | BOY |
| EOY | 22354730 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36035432 | BOY |
| EOY | 33985966 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -639751 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -292353 | ReconcilationOtherChanges |
| 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 | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
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 | 7745433 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7882198 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11371805 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13009640 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12800359 | CurrentTaxYear |
| Total | 52809435 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17859591 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17923450 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15862726 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16078436 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16468712 | CurrentTaxYear |
| Total | 84192915 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25605024 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25805648 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27234531 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29088076 | CurrentTaxYearMinus1Year |
| Current Tax Year | 29269071 | CurrentTaxYear |
| Total | 137002350 | 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) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 137002350 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2165493 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2087246 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1664321 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1547629 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1780883 | CurrentTaxYear |
| Total | 9245572 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2165493 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2087246 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1664321 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1547629 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1780883 | CurrentTaxYear |
| Total | 9245572 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 76764 | CurrentTaxYearMinus1Year |
| Current Tax Year | 37813 | CurrentTaxYear |
| Total | 114577 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27770517 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27892894 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 28898852 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 30712469 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31087767 | CurrentTaxYear |
| Total | 146362499 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.93600 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.93220 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.06320 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.06720 | 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 Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 500 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 277000 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 277500 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 29292026 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 29569526 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | 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 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 166288 | CurrentYearMinus3 |
| Current Year Minus2 | 202000 | CurrentYearMinus2 |
| Current Year Minus1 | 200710 | CurrentYearMinus1 |
| Current Year | 277500 | CurrentYear |
| Total | 846498 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 25501 | CurrentYearMinus2 |
| Current Year Minus1 | 13980 | CurrentYearMinus1 |
| Current Year | 500 | CurrentYear |
| Total | 39981 | Total |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2008421 | OtherCostOrOtherBasis |
| Depreciation | 1038172 | Depreciation |
| Book Value | 970249 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4825181 | OtherCostOrOtherBasis |
| Depreciation | 3723128 | Depreciation |
| Book Value | 1102053 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 368678 | OtherCostOrOtherBasis |
| Depreciation | 368678 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2072302 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED RENT EXPENSE | $848,412 |
| DEFERRED LEASE INCENTIVE | $891,188 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1739600 | TotalOfAmounts |
| Total Revenue | 28929775 | TotalRevenue |
| Total Expenses | 29569526 | TotalExpenses |
| Excess Or Deficit For Year | -639751 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -292353 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -292353 | TotalAdjustments |
| Excess Or Deficit Per FS | -932104 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 30008987 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -292353 | NetUnrealizedGainsInvestments |
| Other Revenues | 1641147 | OtherRevenues |
| Revenue Not Rptd F990 | 1348794 | RevenueNotRptdF990 |
| Revenue Subtotal | 28660193 | RevenueSubtotal |
| Investment Expenses Not Included | 269582 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 269582 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 28929775 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 30941091 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1641147 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1641147 | ExpensesNotRptdF990 |
| Expenses Subtotal | 29299944 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 269582 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 269582 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 29569526 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE SOCIETY'S APPLICATION OF GAAPUSA REGARDING UNCERTAIN TAX POSITIONS HAD NO EFFECT ON ITS FINANCIAL POSITION AS MANAGEMENT BELIEVES THE SOCIETY HAS NO MATERIAL UNRECOGNIZED INCOME TAX BENEFITS, INCLUDING ANY POTENTIAL RISK OF LOSS OF ITS NOT-FOR-PROFIT STATUS. THE SOCIETY WOULD ACCOUNT FOR ANY POTENTIAL INTEREST OR PENALTIES RELATED TO POSSIBLE FUTURE LIABILITIES FOR UNRECOGNIZED INCOME TAX BENEFITS AS INTEREST, WHICH IS INCLUDED IN THE STATEMENT OF ACTIVITIES AS OTHER EXPENSE. THE SOCIETY IS NO LONGER SUBJECT TO EXAMINATION BY FEDERAL, STATE OR LOCAL TAX AUTHORITIES BEFORE 2009. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 1,542,902. INTERNAL REVENUE ALLOCATION 98,245. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 1,542,902. INTERNAL EXPENSE ALLOCATION 98,245. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | SUPPORT LAB TRAINING & QUALITY IMPROVEMENT FOR THE DIAGNOSIS & LAB MONITORING OF HIV AIDS PATIENTS | 4573300 |
| CENTRAL AMERICA AND THE CARIBBEAN | 1 | 1 | PROGRAM SERVICES | INTERNATIONAL CERTIFICATION ACTIVITIES | 32000 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | PUBLICATIONS | 459927 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 1 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 5065227 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 5065227 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 182 | NumberOfRecipients |
| Amount Of Cash Grant | 182000 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: SCHOLARSHIPS ARE AWARDED TO INDIVIDUALS IN ORDER TO FURTHER THIER EDUCATION. TO BE CONSIDERED FOR A SCHOLARSHIP, THE CANDIDATE MUST BE AN ASCP STUDENT MEMBER, BE ENROLLED IN A NACCLS OR CAAHEP ACCREDITED LABORATORY SCIENCE PROGRAM AND BE IN THE FINAL CLINICAL YEAR OF EDUCATION. THE CANDIDATE MUST MAINTAIN A MINIMUM GPA, AND BE A UNITED STATES CITIZEN OR UNITED STATES RESIDENT. SELECTION CRITERIA INCLUDES A SUMMARY OF ACADEMIC ACHIEVEMENTS, PROFESSIONAL GOALS, LEADERSHIP ABILITIES, AND COMMUNITY ACTIVITIES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| E BLAIR HOLLADAY PHD SCT | |||||||||||||
| 331500 | 0 | 36930 | 0 | 48788 | 0 | 17150 | 0 | 11672 | 0 | 446040 | 0 | 0 | 0 |
| STEVE CIACCIO CAE CPA | |||||||||||||
| 229623 | 0 | 16691 | 0 | 0 | 0 | 19600 | 0 | 2144 | 0 | 268058 | 0 | 0 | 0 |
| JEAN MARDEN | |||||||||||||
| 133470 | 0 | 9933 | 0 | 1500 | 0 | 11996 | 0 | 5110 | 0 | 162009 | 0 | 0 | 0 |
| PHILIP CASTLE | |||||||||||||
| 240822 | 0 | 8882 | 0 | 0 | 0 | 2560 | 0 | 6311 | 0 | 258575 | 0 | 0 | 0 |
| SUZANNE ZIEMNIK | |||||||||||||
| 188000 | 0 | 13595 | 0 | 0 | 0 | 15055 | 0 | 2552 | 0 | 219202 | 0 | 0 | 0 |
| JEFF JACOBS | |||||||||||||
| 165430 | 0 | 12030 | 0 | 0 | 0 | 14384 | 0 | 2406 | 0 | 194250 | 0 | 0 | 0 |
| PATRICIA TANABE | |||||||||||||
| 143023 | 0 | 10815 | 0 | 75 | 0 | 13051 | 0 | 9293 | 0 | 176257 | 0 | 0 | 0 |
| SHIWEN SONG | |||||||||||||
| 163968 | 0 | 9901 | 0 | 1500 | 0 | 2148 | 0 | 1098 | 0 | 178615 | 0 | 0 | 0 |
| RONALD SWAN | |||||||||||||
| 130302 | 0 | 9800 | 0 | 75 | 0 | 9693 | 0 | 7265 | 0 | 157135 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | E. BLAIR HOLLADAY WAS THE ONLY ELGIBLE PERSON TO RECEIVE THE HOUSING BENEFIT. THE AMOUNT OF $30,000 WAS INCLUDED IN TAXABLE EARNINGS AND TREATED AS TAXABLE COMPENSATION. |
| PART I, LINE 1B | THIS BENEFIT WAS DECIDED UPON BY THE BOARD OF DIRECTORS, THEY HAVE JOINT REVIEW IN REGARDS TO THE FRINGE BENEFITS THAT THE EVP WILL BE ELIGIBLE FOR WHEN REVIEWING HIS COMPENSATION ON AN ANNUAL BASIS. |
| PART I, LINE 7 | SOME INDIVIDUALS RECEIVED PERFORMANCE BONUSES, AND THE EXECUTIVE V.P. (HOLLADAY) RECEIVED A BONUS PAYMENT, AS APPROVED BY THE BOARD OF DIRECTORS. ADDITIONALLY, ON AN ANNUAL BASIS, THE SOCIETY REVIEWS THEIR BUDGET TO DETERMINE WHETHER IT IS IN A DEFICIT FOR THE UPCOMING FISCAL YEAR. IF IT IS NOT IN A DEFICIT, SENIOR MANAGEMENT REQUESTS APPROVAL FROM A BOARD COMMITTEE FOR ALL STAFF (EXCEPT THE EXEC. VICE PRESIDENT) TO RECEIVE A 1 OR 2% BONUS CALCULATED AGAINST THEIR EARNINGS. THE BONUS IS DISCRETIONARY, AS WELL. EMPLOYEES THAT MEET THE INCOME CRITERIA FOR BEING HIGHLY COMPENSATED ARE ENTERED IN A SEPARATE, DISCRETIONARY BONUS PROGRAM THAT ENABLES THEM TO BE CONSIDERED FOR A HIGHER BONUS THAT IS DETERMINED BASED ON WHETHER THE SOCIETY ENDS THE FISCAL YEAR IN A DEFICIT OR NOT. SOME INDIVIDUALS IN THIS HCE GROUP MAY BE INELIGIBLE BASED ON WORK PERFORMANCE, BASED ON DETERMINATION BY EVP AND VP OF HR & DEVELOPMENT. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | CLASSES OF MEMBERS. THE SOCIETY SHALL HAVE THE FOLLOWING CLASSES OF MEMBERS: (A) FELLOW, (B) RESIDENT, (C) MEMBER, (D) INTERNATIONAL, (E) STUDENT, (F) MEDICAL AFFILIATE, (G) EMERITUS AND, (H) REGISTRANT. ONLY ONE CLASS OF MEMBERSHIP MAY BE HELD AT ANY ONE TIME BY ANY MEMBER OF THE SOCIETY. FELLOW. ANY PERSON WHO IS A LICENSED PHYSICIAN AND WHOSE PRACTICE, AT THE TIME OF APPLICATION FOR MEMBERSHIP, IS DEVOTED IN MAJOR PART TO PATHOLOGY, OR BRANCH THEREOF, AND WHO HOLDS ONE OR MORE OF THE PRIMARY CERTIFICATES, I.E., ANATOMIC OR CLINICAL, OF THE AMERICAN BOARD OF PATHOLOGY OR WHO HAS PASSED EITHER THE ANATOMIC OR CLINICAL PATHOLOGY PORTION OF THE AMERICAN BOARD OF PATHOLOGY EXAMINATIONS, OR WHO IS BOARDED BY THE AMERICAN BOARD OF PATHOLOGY IN A PATHOLOGY SUBSPECIALTY, SHALL BE ELIGIBLE FOR MEMBERSHIP AS A FELLOW. ONLY FELLOWS SHALL HAVE THE GENERAL RIGHT TO VOTE REGARDING THE OVERALL AFFAIRS OF THE SOCIETY, INCLUDING CHANGES TO ITS BYLAWS AND ARTICLES OF INCORPORATION, OR TO VOTE FOR, OR TO SERVE AS OFFICERS OF THE SOCIETY, EXCEPT THAT THE CHAIR AND CHAIR-ELECT OF THE COUNCIL OF LABORATORY PROFESSIONALS, THE CHAIR OF THE RESIDENT COUNCIL, AND THE CHAIR OF THE BOARD OF GOVERNORS OF THE BOARD OF CERTIFICATION SHALL SERVE AS VOTING MEMBERS OF THE BOARD OF DIRECTORS EX OFFICIO, AND THREE MEMBERS SHALL SERVE AS VOTING AT-LARGE DIRECTORS. A FELLOW SHALL NOT BE ELIGIBLE FOR ANY OTHER CLASS OF MEMBERSHIP EXCEPT EMERITUS. RESIDENT. ANY PERSON WHO IS A LICENSED PHYSICIAN ACTIVELY TRAINING FOR A CAREER IN PATHOLOGY AND WHO IS, OR HAS BEEN, WITHIN THE PREVIOUS THREE YEARS, ENROLLED IN A TRAINING PROGRAM ACCREDITED BY THE ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION AND/OR APPROVED BY THE ROYAL COLLEGE OF PHYSICIANS AND SURGEONS OF CANADA SHALL BE ELIGIBLE FOR MEMBERSHIP AS A RESIDENT. A RESIDENT SHALL HAVE THE RIGHT TO VOTE FOR MEMBERS OF THE RESIDENT COUNCIL, AS PROVIDED IN ARTICLE 7. MEMBER. (A) ANY PERSON WHO IS CURRENTLY, OR HAS BEEN PREVIOUSLY, CERTIFIED BY THE BOARD OF CERTIFICATION IN ONE OR MORE CATEGORIES, OR (B) ANY NON-PHYSICIAN WHOSE INTERESTS PARALLEL THOSE OF THE SOCIETY AND WHO HOLDS AN ACADEMIC DOCTORATE ACCEPTABLE TO THE MEMBERSHIP COMMISSION (WHETHER OR NOT SUCH PERSON CURRENTLY, OR HAS BEEN PREVIOUSLY, CERTIFIED BY THE BOARD OF CERTIFICATION) SHALL BE ELIGIBLE FOR MEMBERSHIP AS A MEMBER. A MEMBER SHALL HAVE THE RIGHT TO VOTE FOR MEMBERS OF THE COUNCIL OF LABORATORY PROFESSIONALS AND FOR MEMBER AT-LARGE DIRECTORS AS PROVIDED IN ARTICLE 7. INTERNATIONAL. ANY PERSON WHO HOLDS EQUIVALENT CREDENTIALS OF FELLOW, RESIDENT, MEMBER, OR MEDICAL AFFILIATE IN THE COUNTRY OR REGION IN WHICH THE PERSON PRACTICES (OTHER THAN THE UNITED STATES OR CANADA,) AND HOLDS MEMBERSHIP IN ANY APPROPRIATE EXISTING MEDICAL OR LABORATORY ASSOCIATION IN THE COUNTRY OR REGION IN WHICH THAT PERSON PRACTICES SHALL BE ELIGIBLE FOR MEMBERSHIP AS AN INTERNATIONAL MEMBER. STUDENT. ANY MEDICAL STUDENT ENROLLED IN A MEDICAL SCHOOL APPROVED BY THE LIAISON COMMITTEE ON MEDICAL EDUCATION OF THE AMERICAN MEDICAL ASSOCIATION AND THE AMERICAN ASSOCIATION OF MEDICAL COLLEGES, OR THE COMMITTEE ON ACCREDITATION OF THE ASSOCIATION OF CANADIAN MEDICAL COLLEGES, OR IN AN OSTEOPATHIC MEDICAL SCHOOL APPROVED BY THE BUREAU OF PROFESSIONAL EDUCATION OF THE AMERICAN OSTEOPATHIC ASSOCIATION, SHALL BE ELIGIBLE FOR MEMBERSHIP AS A STUDENT. ANY STUDENT ENROLLED IN A REGIONALLY ACCREDITED COLLEGE/UNIVERSITY SCIENCE PROGRAM OR A MEDICAL LABORATORY SCIENCE PROGRAM APPROVED BY AN APPROPRIATE ACCREDITING AGENCY ALSO SHALL BE ELIGIBLE FOR MEMBERSHIP AS A STUDENT. MEDICAL AFFILIATE. ANY LICENSED PHYSICIAN WHO PRACTICES IN THE UNITED STATES OR CANADA, WHOSE INTERESTS PARALLEL THOSE OF THE SOCIETY AND WHO IS NOT ELIGIBLE FOR MEMBERSHIP AS A FELLOW MAY, ON RECOMMENDATION OF A FELLOW, BE ELIGIBLE FOR MEMBERSHIP AS A MEDICAL AFFILIATE MEMBER. EMERITUS. UPON APPLICATION, MEMBERS WHO HAVE SATISFIED CERTAIN AGE AND PRACTICE REQUIREMENTS ESTABLISHED BY THE BOARD OF DIRECTORS MAY BE GRANTED EMERITUS STANDING. REGISTRANT. ANY PERSON WHO IS CURRENTLY, OR HAS BEEN PREVIOUSLY, CERTIFIED BY THE BOARD OF CERTIFICATION IN ONE OR MORE CATEGORIES SHALL BE ELIGIBLE FOR MEMBERSHIP AS A REGISTRANT. | |
| FORM 990, PART VI, SECTION A, LINE 7A | ALL OFFICERS (EXCEPT THE INCOMING PRESIDENT) AND ALL FELLOWS AT-LARGE OF THE BOARD OF DIRECTORS WHO ARE ELIGIBLE FOR ELECTION OR RE-ELECTION ARE ELECTED BY MAJORITY VOTE OF THE FELLOWS IN CONJUNCTION WITH THE ANNUAL BUSINESS MEETING. ALL MEMBERS AT-LARGE ARE ELECTED BY A MAJORITY VOTE OF THE MEMBERS IN CONJUNCTION WITH THE ANNUAL BUSINESS MEETING. THE OFFICIAL LIST OF NOMINEES SHALL BE PREPARED BY THE NOMINATIONS COMMITTEE, REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS, AND PUBLISHED AT LEAST 40 DAYS BEFORE THE ANNUAL BUSINESS MEETING. ADDITIONAL NOMINATIONS FOR ANY SUCH OFFICE OR POSITION SHALL BE MADE AT LEAST 28 DAYS PRIOR TO THE ANNUAL BUSINESS MEETING, BY SUBMITTING TO THE SECRETARY IN WRITING, THE NAME OF EACH ADDITIONAL NOMINEE SUPPORTED BY THE SIGNATURES OF AT LEAST 50 VOTING MEMBERS. THE FINAL LIST OF NOMINEES SHALL BE PUBLISHED AT LEAST 21 DAYS BEFORE THE ANNUAL BUSINESS MEETING, AND VOTING SHALL BE CONDUCTED AS PROVIDED IN ARTICLE 9. THE EX OFFICIO MEMBERS OF THE BOARD OF DIRECTORS (THE CHAIRS OF THE FELLOW COUNCIL, RESIDENT COUNCIL, COUNCIL OF LABORATORY PROFESSIONALS, AND BOARD OF GOVERNORS OF THE BOARD OF CERTIFICATION, AND THE CHAIR-ELECT OF THE COUNCIL OF LABORATORY PROFESSIONALS) SHALL BE ELECTED FROM AMONG THE THEN SITTING MEMBERS OF THE RESPECTIVE COUNCILS AND BOARD BY THE MEMBERS OF THOSE COUNCILS AND BOARD, IN A MANNER PRESCRIBED BY THEIR OPERATING POLICIES AND PROCEDURES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | GOVERNING BODY AND/OR EXECUTIVE COMMITTEE REVIEW OF FORM 990 - THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S FORM 990. MANAGEMENT AND GENERAL COUNSEL REVIEW THE COMPLETED FORM 990 AND PROVIDE A FULL COPY TO THE EXECUTIVE AND FINANCE COMMITTEES AND THEN TO THE BOARD OF DIRECTORS PRIOR TO FILING. THESE COMMITTEES AND THE BOARD OF DIRECTORS ARE PROVIDED A REASONABLE AMOUNT OF TIME TO REVIEW THE RETURN AND ASK ANY QUESTIONS DIRECTLY TO ORGANIZATION MANAGEMENT OR THE CONTACT AT THE INDEPENDENT CPA FIRM PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICTS OF INTEREST POLICY MONITORING - OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES AND KEY VOLUNTEERS ARE ANNUALLY REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT AS A PRECURSOR TO THEIR SERVICE TO THE ORGANIZATION. CONFLICTS AND POTENTIAL CONFLICTS ARE MONITORED BY OUR EXECUTIVE OFFICE AND ADDRESSED AS APPROPRIATE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE EXECUTIVE VP IS DETERMINED BY THE EXECUTIVE COMMITTEE BASED ON DATA PROVIDED BY THE HUMAN RESOURCES DEPARTMENT WHICH UTILIZES PUBLISHED SURVEYS BY INDEPENDENT SOURCES. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE SUPERVISING EXECUTIVE BASED ON DATA PROVIDED BY THE HUMAN RESOURCES DEPARTMENT WHICH UTILIZES PUBLISHED SURVEYS BY INDEPENDENT SOURCES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | PUBLIC DISCLOSURE OF DOCUMENTS - CONFLICT OF INTEREST POLICIES, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -292,353. | CHANGES IN NET ASSETS OR FUND BALANCES: |